Experiment Board & Workflow Tracker Prompt

Build a systematic approach to growth experiments with collaborative tracking and results

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🎯 What You'll Discover

You'll create a structured experiment management system that increases your growth testing success rate by 60-80% through better hypothesis formation, execution tracking, and results analysis. This matters because most businesses run random tests instead of systematic experiments that build on each other to compound growth.

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📊 Data Sources to Check

Current Growth Activities:

• Marketing campaigns and their performance data
• Website conversion rates and user behavior
• Email marketing metrics and engagement
• Sales process steps and conversion rates

  Past Experiment Data:

• Previous A/B tests and their results
• Marketing campaign performance history
• Website optimization attempts and outcomes
• Feature releases and user adoption data

  Team Process Intelligence:

• How decisions are currently made about growth activities
• Who's involved in growth experiments and testing
• Current tools used for tracking and collaboration
• Success metrics and KPIs being monitored

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  📝 Data Collection Steps

  Step 1: Current State Assessment (15 minutes)

• List all growth activities happening in the last 3 months
• Note which ones were planned experiments vs. random changes
• Identify what data was tracked and what results were achieved
• Map current team roles in growth activities
• Assess current tools and processes for experiment management

  Step 2: Experiment Opportunity Mapping (20 minutes)

• Identify 10-15 potential growth experiments across your funnel
• Note current bottlenecks in your customer journey
• List hypotheses your team has discussed but hasn't tested
• Review competitor strategies that could be tested
• Assess team capacity for running experiments

  Step 3: Process & Collaboration Needs (10 minutes)

• Identify who needs to be involved in experiment planning and execution
• Note current communication gaps or coordination issues
• Assess need for experiment documentation and knowledge sharing
• Identify reporting and decision-making requirements
• Plan integration with existing tools and workflows

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  🧠 Analysis Questions

  Experiment Portfolio Assessment:

• Which areas of your funnel have the biggest improvement opportunities?
• What types of experiments would have the highest impact on growth?
• Which experiments could your team realistically execute well?
• How should experiments be prioritized and sequenced?

  Team Collaboration Needs:

• Who needs visibility into experiment planning and results?
• What communication and approval processes are needed?
• How should experiment ownership and responsibilities be assigned?
• What documentation is needed for knowledge sharing and learning?

  Success Measurement Framework:

• Which metrics should be tracked for each type of experiment?
• How should statistical significance and confidence be determined?
• What constitutes success vs. failure for different experiment types?
• How should learnings be captured and applied to future experiments?

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  ⚡ Action Items

  Experiment Management Framework:

  Experiment Pipeline Structure:

  Stage 1: Hypothesis Formation

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Experiment Idea: [Brief description]

Hypothesis: "If we [change], then [outcome] will happen because [reasoning]"

Success Metric: [Primary metric to measure]

Minimum Effect Size: [Smallest improvement worth detecting]

Confidence Level: 95% statistical significance

Estimated Timeline: [Duration needed for results]

Resource Requirements: [Time, tools, people needed]

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Stage 2: Experiment Planning

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Priority Score: [High/Medium/Low based on ICE framework]

• Impact: [1-10 scale]
• Confidence: [1-10 scale]
• Ease: [1-10 scale]

  Prerequisites: [What needs to be done before starting]

Success Criteria: [Specific measurable outcomes]

Failure Criteria: [When to stop the experiment]

Rollback Plan: [How to revert if needed]

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Stage 3: Execution Tracking

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Status: [Not Started/In Progress/Analyzing/Complete]

Start Date: [When experiment began]

Expected End Date: [When results should be available]

Actual Progress: [Current completion percentage]

Blockers/Issues: [Any problems or delays]

Next Actions: [What needs to happen next]

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Stage 4: Results & Learning

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Results Summary: [What happened - numbers and outcomes]

Statistical Significance: [Yes/No + confidence level]

Key Learnings: [What we discovered]

Next Steps: [Scale, iterate, or try something new]

Knowledge Sharing: [How to share learnings with team]

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Experiment Board Template:

Kanban-Style Experiment Board:

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┌─────────────┬─────────────┬─────────────┬─────────────┬─────────────┐

│ BACKLOG │ PLANNED │ IN PROGRESS │ ANALYZING │ COMPLETE │

├─────────────┼─────────────┼─────────────┼─────────────┼─────────────┤

│ • Exp Idea 1│ • Exp #12 │ • Exp #15 │ • Exp #18 │ • Exp #10 │

│ • Exp Idea 2│ • Exp #13 │ • Exp #16 │ • Exp #19 │ • Exp #11 │

│ • Exp Idea 3│ • Exp #14 │ • Exp #17 │ │ • Exp #14 │

│ • Exp Idea 4│ │ │ │ │

└─────────────┴─────────────┴─────────────┴─────────────┴─────────────┘

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Experiment Tracking Spreadsheet Template:

| Exp ID | Experiment Name | Hypothesis | Priority | Status | Start Date | End Date | Owner | Results | Learning |

|--------|----------------|------------|----------|---------|------------|----------|-------|---------|----------|

| EXP-001 | Landing Page Headline | If we change headline to focus on ROI, CTR will increase 20% | High | Complete | 2024-01-01 | 2024-01-15 | [Name] | +15% CTR | ROI messaging resonates |

| EXP-002 | Email Subject Line Test | If we personalize subject lines, open rates will increase 25% | Medium | Analyzing | 2024-01-10 | 2024-01-25 | [Name] | Pending | TBD |

Experiment Collaboration Framework:

Team Roles & Responsibilities:

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Experiment Owner: [Responsible for execution and results]

• Plan experiment details and timeline
• Monitor progress and track metrics
• Analyze results and share learnings

  Growth Team Lead: [Oversight and prioritization]

• Approve experiment proposals
• Resolve resource conflicts
• Review results and strategic implications

  Stakeholders: [Input and alignment]

• Provide domain expertise
• Review experiment plans
• Receive results updates

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Communication Cadence:

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Weekly Growth Meeting:

• Review experiment pipeline and progress
• Discuss blockers and resource needs
• Share recent results and learnings
• Plan upcoming experiment priorities

  Monthly Growth Review:

• Analyze overall experiment portfolio performance
• Identify trends and patterns in learnings
• Adjust growth strategy based on results
• Plan major initiatives and experiments

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Experiment Documentation Standards:

Experiment Brief Template:

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Experiment #[ID]: [Name]

Hypothesis & Rationale

Hypothesis: If we [change], then [metric] will [direction] by [amount] because [reasoning]

Background: [Context and reasoning for this experiment]

Success Criteria: [Specific measurable outcomes that indicate success]

Execution Plan

Variations: [What will be tested - control vs. treatment]

Audience: [Who will see each variation]

Timeline: [Start date, duration, analysis date]

Measurement: [Primary and secondary metrics to track]

Resources Needed

Team: [Who's involved and their responsibilities]

Tools: [Technology or platforms required]

Time: [Estimated effort required]

Results

Outcome: [What actually happened]

Statistical Significance: [Yes/No + confidence level]

Business Impact: [Revenue/conversion impact]

Key Learnings: [What we discovered that can inform future experiments]

Next Actions

Recommendation: [Scale, iterate, abandon, or try different approach]

Follow-up Experiments: [Ideas for next tests based on learnings]

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Expected Results:

• 60-80% improvement in experiment success rate
• 3-5x more experiments completed per quarter
• Better team coordination and knowledge sharing
• Systematic growth through compound learning

  Implementation Timeline:

  Week 1: Setup & Organization

• [ ] Create experiment tracking system
• [ ] Document current experiment backlog
• [ ] Assign team roles and responsibilities
• [ ] Set up communication processes

  Week 2-3: Process Implementation

• [ ] Launch first experiments using new framework
• [ ] Begin weekly growth meetings
• [ ] Start documenting learnings systematically
• [ ] Refine process based on initial usage

  Week 4: Optimization & Scale

• [ ] Review and optimize experiment process
• [ ] Expand experiment capacity
• [ ] Share learnings across organization
• [ ] Plan advanced automation and tooling

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  Complete this experiment framework setup in 45 minutes and transform your growth testing from random changes to systematic, compounding experiments.