Quarterly, we plan using OKRs

• Use OKRs to set our goals and measurable results
• Update our Roadmap with our goals for the quarter

Monthly, we execute on a project cycle.

• Leading up to and during the first week of the cycle we identify work to be done in the next cycle GitHub Issues (Projects or Bugs) are added to the Milestone corresponding to the cycle (example: November Project Cycle).
• Update project issues with project proposals for the work (example: vNext bundle size requirements and tooling support #17678).
• A project cycle by weeks
  • Week 1:
    • Proposals are reviewed and work starts
  • Weeks 2,3+: Work proceeds according to proposal
  • Last week:
    • Work wraps up, close out issues
    • Work for next cycle identified
    • Proposals for next cycle are written
    • In the rare case work should continue to the next milestone, move it
• Each week the whole team syncs on high level progress

At the beginning of the month we:

• Review proposals from the last month
  • Close out the ones that are complete
  • Review whether or not we hit our goals we set for the month
• Determine the projects we'll work in upcoming month
  • If the project will span months, set the goal for this month
• Add any bugs that we plan to fix to the milestone

Every week we:

• Go through each project in the current Milestone
• Discuss and enter updates in a comment for each open Project
  • Bonus points for entering your updates in the issue comment ahead of time!
• Briefly cover bugs tracked in the Milestone

Properties of well shaped projects: From: Principles of Shaping

1. Rough
   • Unfinished, not too much detail
   • Room for real contributions from others
2. Solved
   • Despite unfinished, it is thought through
   • All the pieces at the macro level are there and fit together
   • Clear direction showing the approach
   • Obvious holes and risks have been removed
   • Call out how we expect to resolve anticipated problems
3. Bounded
   • Also indicates what not to do
   • There is a specific amount of time to spend on the project
   • Scope has been limited to fit the appetite for investment

Taken together, the roughness leaves room for the team to resolve all the details, while the solution and boundaries act like guard rails. They reduce risk and channel the team’s efforts, making sure they don’t build too much, wander around, or get stuck.

From: Steps to shaping

1. Set boundaries
   • Figure out how much time the idea is worth (Appetite)
   • Narrow down the the problem
2. Rough out the solution (or "elements") Iterate quickly, likely alone or with a partner to produce:
   • An idea that solves the problem within the appetite, but without all the fine details worked out
3. Address risks and "rabbit holes" This step is critical and what allows us to execute predictably
   • Find holes and issues that could trip up the team implementing the solution
   • Add details or reduce scope to prevent the team from getting stuck or wasting time
4. Write the pitch
   • Once we shaped the project enough to bet on it write it up
   • The pitch summarizes the problem, constraints, solution, rabbit holes, and limitations
   • Used to kick off the project and explain it to the team that will build it

• Full Project template - with extra info
• Create a new Project Proposal - Don't forget to pick a Milestone!