Launch Management

Designing a 0→1 product helping enterprise teams plan and ship launches that achieved 30% adoption within the first 60 days of general availability

My role Lead Product Designer
(Research + Design)
Timeline November 2021 –
March 2024
Team PM, Engineering Lead,
2 Engineers, QA

Context

ProductPlan helps product teams build roadmaps and ship products. But as our customers grew, we kept hearing the same pain point: "Our roadmap looks great, but when it comes time to actually launch, it's a complete nightmare."

Launch dates would slip. Marketing wouldn't know what was shipping. Cross-functional teams worked in silos. And PMs spent hours manually building reports in spreadsheets to answer one question: "Are we ready to launch?"

The opportunity 💡

What if we could extend ProductPlan beyond roadmaps to help teams actually execute their go-to-market plans?

My role overview

The Problem

ProductPlan customers loved our roadmapping tools, but roadmaps are just the first step. As features moved from "planned" to "ready to ship," teams hit a wall. They couldn't track launch readiness, coordinate across functions, or communicate status without jumping into spreadsheets, Asana, or email threads.

Three core problems emerged:

Business context

This wasn't just a user problem. As ProductPlan grew, our own launches were becoming more complex. We needed this internally as much as our customers did. This gave us a unique opportunity to test our own solution on ourselves and validate it before a broader release.

How might we design a way for product operations managers to effectively see features through to launch?

My Role & Approach

I led end-to-end UX for this 0→1 product, from discovery through general availability. This meant wearing multiple hats:

Research

Competitive analysis, customer interviews, survey design, usability testing, synthesis

Strategy

Defining requirements, scoping MVP vs future phases, influencing roadmap priorities

Design

Wireframing, prototyping, visual design, design system integration, and ongoing iteration based on feedback

My Approach

I advocated for a phased rollout strategy that would let us learn and iterate:

  1. Discovery → Validate the problem and identify core use cases
  2. Internal Alpha → Build a minimal version and use it ourselves to uncover gaps
  3. External Beta → Expand to customers and validate key workflows
  4. General Availability → Polish, scale, and measure success

Discovery & Research

Research Goals

Methods

Key Insights

Launches are cross-functional nightmares

Every launch involves 5-10 teams (engineering, design, marketing, legal, support, etc.), but there's no single source of truth. Teams use different tools, duplicate data, and constantly ask "Are we ready to ship?"

Manual reporting is taking up valuable time

PMs spend 3-5 hours per week building status reports. They export roadmap data from ProductPlan, paste it into spreadsheets, manually update statuses, and share it via email or Slack. It's tedious, error-prone, and out of date the moment it's sent.

Every team launches differently

Some teams have detailed checklists. Others wing it. Some launches are tier 1 (major releases requiring legal sign-off), others are tier 4 (bug fixes that fewer people need to know about), but most tools treat all launches the same.

Visibility matters more than polish

When we showed early wireframes, customers didn't care about fancy UI. They cared about: Can I see what's blocking my launch? Can I group related features into one release? Can I filter by launch date or readiness?

Product launch flow of information

Product launch flow of information

"It's a nightmare. There's no standard process for go-to-market. It's confusing for everyone."

Defining the Opportunity

Scope & Priorities

Based on research, I worked with the PM to define what we'd build first. We couldn't solve everything at once, so we focused on the highest-impact problems:

Design Principles

To guide decisions, I established three design principles:

Planning Alpha, Beta, and GA feature releases

Planning Alpha, Beta, and GA feature releases with stakeholders

Design Exploration

Initial Wireframes and Customer Feedback

I created low-fidelity wireframes exploring two core views:

I tested these with 8 customers in 45-minute sessions. Here's what I learned:

Design Decisions & Rationale

Start with a table, not a calendar

Many customers expected a calendar view (like Google Calendar), but research showed they cared more about readiness status than dates. A table let them scan, filter, and sort more effectively. We could add a calendar view later if needed.

Make checklists optional, not required

Some teams wanted detailed checklists. Others just needed a launch date and a status. Rather than forcing one approach, I designed the checklist as an expandable detail view that teams could use (or ignore).

Support manual status updates first, automation later

Ideally, launch status would update automatically based on task completion. But that required complex logic and integrations. For Alpha, I prioritized a simple manual status selector (On Track, At Risk, Launched). We could layer in automation once the core workflow was validated.

Sketches from design workshop

Sketches from design workshop

Early Figma mockups

Early Figma mockups

Iteration and Validation

Phase 1: Internal Alpha

Goal: Validate core functionality with our own team before releasing to customers

What we built:

  • Assign features to a launch date
  • View all launches in a table
  • Manually set status (On Track, At Risk, Launched)

What we learned:

  • The table view worked, but people wanted a detailed view for each launch
  • Manual status updates felt clunky—they wanted a checklist that rolled up into status automatically
  • Adding features from the roadmap was not intuitive—we needed a clearer workflow

Phase 2: External Beta

Goal: Expand to 15 customers and validate checklist functionality

What we built:

  • Detailed checklist view for each launch
  • Task statuses (To Do, In Progress, Done)
  • Ability to add/remove features from launches directly from the roadmap

What we learned:

  • Checklists were game-changing—customers loved them
  • The flow to add a launch was confusing (too many steps, unclear what "priority" meant)
  • People wanted checklist templates so they didn't have to build from scratch every time
  • Some customers wanted to share launches externally (with marketing, support, etc.), which wasn't possible yet

Phase 3: General Availability

Goal: Polish the experience and launch to all ProductPlan customers

What we built:

  • Checklist templates (tier 1, 2, 3, 4 launches)
  • Improved "add a launch" flow with clearer labels and fewer steps
  • Launch sharing via email notifications
  • Filtering by launch status, date, and owner
  • UI polish (better typography, spacing, and visual hierarchy)
Internal alpha mockup

Internal alpha mockup

External Beta improvements

External Beta improvements to the launch creation flow

Final Solution

Launch Management gives product teams a centralized place to plan, track, and communicate upcoming launches. Here's what made it into the final product:

Launch Dashboard (Table View)

A scannable overview of all launches with key metadata: launch date, status (On Track, At Risk, Launched), owner, and priority. Users can filter by date, status, or owner to focus on what matters.

Launch Detail View with Checklists

A deep-dive into a single launch showing all related features, a customizable checklist (with tasks grouped into sections), and the ability to assign tasks to team members. As tasks are completed, the overall launch status updates automatically.

Checklist Templates

Pre-built templates for different launch tiers (e.g., "Tier 1: Major Release" includes legal review, marketing plan, and support docs). Teams can use templates as-is or customize them.

Roadmap Integration

Features can be added to a launch directly from the roadmap view. This creates a seamless flow from planning (roadmap) to execution (launch management).

Email Notifications

Stakeholders can subscribe to launch updates and receive email notifications when statuses change or tasks are completed.

Key Design Details

A few design decisions that made a difference:

Launch dashboard view

Launch dashboard view

Launch detail view with checklists

Launch detail view with checklists

Impact & Outcomes

30%

Adoption within 2 months among Enterprise customers—exceeding our goal

15%

Increase in Enterprise vs Professional plan conversions

3-5

Hours saved per week by eliminating manual spreadsheet updates

Qualitative Impact

Customer feedback confirmed we'd solved real pain points:

"This has completely changed how we manage launches. We used to spend hours in spreadsheets and now everything we need is all in one place."

— Director of Product, B2B SaaS company

"The checklist templates saved us so much time. We don't have to rebuild launch plans from scratch anymore."

Lessons Learned

What I'd Do Differently

What's Next

Launch Management is now a core part of ProductPlan's offering, but there's more to build:

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