{"id":219865,"date":"2025-01-09T11:55:02","date_gmt":"2025-01-09T17:55:02","guid":{"rendered":"https:\/\/caroli.org\/en\/?p=219865"},"modified":"2025-01-21T07:48:31","modified_gmt":"2025-01-21T13:48:31","slug":"lean-inception-email-campaign","status":"publish","type":"post","link":"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/","title":{"rendered":"Lean Inception Email Campaign"},"content":{"rendered":"<p>The Lean Inception Emails Campaign is a strategic sequence of messages designed to inform and engage workshop participants. The goal is to ensure that everyone has the necessary information and is aligned with the core concepts and steps of Lean Inception before the workshop begins.<\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_88 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Sum\u00e1rio<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Lean_Inception_Email_Campaign_Why\" >Lean Inception Email Campaign: Why?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Lean_Inception_Email_for_All_Participants_%E2%80%93_Option_1_A_Single_Comprehensive_Email\" >Lean Inception Email for All Participants \u2013 Option 1: A Single Comprehensive Email<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#What_is_Lean_Inception\" >What is Lean Inception?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Inception_and_MVP\" >Inception and MVP<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#The_Inception_Workshop\" >The Inception Workshop<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Collaborative_Activities_in_Lean_Inception\" >Collaborative Activities in Lean Inception<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Activities_in_Lean_Inception\" >Activities in Lean Inception<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Are_you_a_stakeholder_or_an_active_team_member\" >Are you a stakeholder or an active team member?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#The_Facilitators_Role_in_Lean_Inception\" >The Facilitator&#8217;s Role in Lean Inception<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Resources_to_Prepare\" >Resources to Prepare<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Final_Reminder_and_Expectations\" >Final Reminder and Expectations<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Lean_Inception_Email_for_All_Participants_%E2%80%93_Option_2_Separate_Emails\" >Lean Inception Email for All Participants &#8211; Option 2: Separate Emails<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Lean_Inception_Email_for_Discovery_andor_UX_Research_Professionals\" >Lean Inception Email for Discovery and\/or UX Research Professionals<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#What_We_Expect_from_Your_Contribution\" >What We Expect from Your Contribution<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Activities_for_Personas_and_Journeys\" >Activities for Personas and Journeys<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Review_of_Features_and_Strategy\" >Review of Features and Strategy<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#MVP_Definition_and_Showcase\" >MVP Definition and Showcase<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Lean_Inception_Email_for_Technical_Participants_Devs\" >Lean Inception Email for Technical Participants (Devs)<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Presentation_and_Active_Participation\" >Presentation and Active Participation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Key_Sessions_for_Developers\" >Key Sessions for Developers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#What_Not_to_Do_Now\" >What Not to Do Now<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Your_Contribution_is_Vital\" >Your Contribution is Vital<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Lean_Inception_Email_for_Business_Product_people\" >Lean Inception Email for Business &amp; Product people<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#What_We_Expect_from_Your_Participation\" >What We Expect from Your Participation<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Actively_Participate_in_All_Activities\" >Actively Participate in All Activities<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Bring_the_Business_Perspective_to_Every_Step\" >Bring the Business Perspective to Every Step<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Lead_Balance_and_Alignment\" >Lead Balance and Alignment<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Strategy_and_Results\" >Strategy and Results<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Tips_for_the_Workshop\" >Tips for the Workshop<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Your_Leadership_is_Key\" >Your Leadership is Key<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Lean_Inception_Email_for_Stakeholders\" >Lean Inception Email for Stakeholders<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-32\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#What_We_Expect_from_Your_Contribution-2\" >What We Expect from Your Contribution<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-33\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Your_Involvement_in_the_Workshop\" >Your Involvement in the Workshop<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-34\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Together_for_Product_Success\" >Together for Product Success!<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-35\" href=\"https:\/\/caroli.org\/en\/lean-inception-email-campaign\/#Lean_Inception_Email_Campaign_%E2%80%93_Send_Them_Now\" >Lean Inception Email Campaign &#8211; Send Them Now!<\/a><\/li><\/ul><\/nav><\/div>\n\n<h3><\/h3>\n<h1><span class=\"ez-toc-section\" id=\"Lean_Inception_Email_Campaign_Why\"><\/span><strong>Lean Inception Email Campaign: Why?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>When scheduling a Lean Inception, I like to contact participants to ensure alignment and proper preparation. Previously, I would send a series of emails (or other forms of messaging) to share information and spark engagement.<\/p>\n<p>Nowadays, with more resources available about Lean Inception and greater familiarity with the method, I sometimes opt for a single consolidated email. This email is often repurposed for meeting invitations, typically one for the entire workshop team and another specifically for the Kick-off and Showcase (as explained in this <a href=\"https:\/\/caroli.org\/en\/lean-inception-agenda-template\/\">post<\/a>).<\/p>\n<p>After sending the common email to all participants, I follow up with role-specific emails tailored to their functions (business, tech, UX, stakeholder). You can find examples of this content below.<\/p>\n<p>To assist with planning and execution, I\u2019ve created this guide with suggestions for organizing your email campaign. It provides options for sending a single comprehensive email or breaking the information into smaller, more targeted messages.<\/p>\n<hr \/>\n<h1><span class=\"ez-toc-section\" id=\"Lean_Inception_Email_for_All_Participants_%E2%80%93_Option_1_A_Single_Comprehensive_Email\"><\/span><strong>Lean Inception Email for All Participants \u2013 Option 1: A Single Comprehensive Email<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Send an email consolidating all key information. This format is ideal for teams who prefer everything in one place.<\/p>\n<p><strong>Subject:<\/strong> [Lean Inception] Everything You Need to Know Before the Workshop<\/p>\n<p><strong>Content:<\/strong><br \/>\nHi [Participant Name],<\/p>\n<p>I\u2019m preparing for our Lean Inception and want to ensure you have all the necessary information to make the most of this experience.<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"What_is_Lean_Inception\"><\/span><strong>What is Lean Inception?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Lean Inception is a collaborative workshop that brings together a team to align expectations and define the Minimum Viable Product (MVP). Over a structured week of activities, the workshop ensures that everyone shares a clear vision of the product, its priorities, and a concrete plan for the next steps.<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"Inception_and_MVP\"><\/span><strong>Inception and MVP<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In agile projects, delivering value incrementally and frequently is essential. A key success factor is aligning the product with user needs and business objectives. Lean Inception plays a crucial role in defining and planning the <a href=\"https:\/\/caroli.org\/en\/mvp-minimum-viable-product\/\" target=\"_blank\" rel=\"noopener\">MVP (Minimum Viable Product)<\/a>.<\/p>\n<p>The MVP is the simplest functional version of a product that can be released. It is designed to meet essential customer needs without extensive prototyping or development cycles that often result in wasted time and resources. The focus of the MVP is on quickly validating the minimum requirements to ensure the project direction aligns with expectations.<\/p>\n<p>To kick off an agile project successfully, it\u2019s crucial for the team and stakeholders to share a common vision of the business goals and user needs. This is where Lean Inception shines, helping clarify the critical components of the MVP and build an effective plan for moving the project forward.<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"The_Inception_Workshop\"><\/span><strong>The Inception Workshop<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Over a week of collaborative work, the Inception provides a practical structure that allows the team to:<\/p>\n<ul>\n<li>Understand the product\u2019s goals;<\/li>\n<li>Identify key users and their needs;<\/li>\n<li>Define essential functionalities to estimate the required effort;<\/li>\n<li>Develop an incremental release strategy for the MVP.<\/li>\n<\/ul>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"Collaborative_Activities_in_Lean_Inception\"><\/span><strong>Collaborative Activities in Lean Inception<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>To achieve these goals, Lean Inception uses a variety of collaborative activities, such as:<\/p>\n<ul>\n<li><strong>Describing the product vision<\/strong>: Creating a shared understanding of the purpose and expected outcomes.<\/li>\n<li><strong>Prioritizing business goals<\/strong>: Identifying what\u2019s most important for success.<\/li>\n<li><strong>Mapping users and their needs<\/strong>: Understanding different personas and their needs.<\/li>\n<li><strong>Outlining the high-level functional scope<\/strong>: Defining boundaries and essential features.<\/li>\n<li><strong>Assessing risks, effort, and business value<\/strong>: Gaining a clear view of what\u2019s feasible and valuable.<\/li>\n<li><strong>Establishing an incremental sequence for the MVP<\/strong>: Planning progressive releases to quickly validate value.<\/li>\n<li><strong>Estimating costs and delivery timelines<\/strong>: Clarifying resources and timeframes needed to execute the plan.<\/li>\n<\/ul>\n<p>With Lean Inception, teams align expectations, reduce waste, and create a safer, more efficient path to delivering customer value.<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"Activities_in_Lean_Inception\"><\/span><strong>Activities in Lean Inception<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Here\u2019s a list of suggested activities, along with brief descriptions. As a facilitator, I want to emphasize that the agenda is flexible and may be adjusted based on information collected throughout the workshop. The ultimate goal of the workshop takes precedence over the specific objectives of each session. If necessary, I will adapt activities to ensure the best possible outcome.<\/p>\n<ul>\n<li><strong>Kick-off:<\/strong> Initial alignment on business goals and expectations.<\/li>\n<li><strong>Product Vision:<\/strong> Collaborative understanding of the product&#8217;s need.<\/li>\n<li><strong>Product Objectives (Is \u2013 Is Not \u2013 Does \u2013 Does Not):<\/strong> Consensus on what is essential.<\/li>\n<li><strong>Personas:<\/strong> Definition of user profiles and their goals.<\/li>\n<li><strong>User Journeys:<\/strong> Mapping user steps and their interaction with the product.<\/li>\n<li><strong>Features Brainstorming:<\/strong> Generation of functionalities aligned with personas and journeys.<\/li>\n<li><strong>Technical, UX, and Business Review:<\/strong> Alignment on feasibility and value.<\/li>\n<li><strong>Sequencer:<\/strong> Prioritization and planning of MVP features and product increments.<\/li>\n<li><strong>MVP Canvas:<\/strong> Creation of a visual MVP plan, including proposal, metrics, costs, and schedule.<\/li>\n<li><strong>Showcase:<\/strong> Final review and presentation of results.<\/li>\n<\/ul>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"Are_you_a_stakeholder_or_an_active_team_member\"><\/span><strong>Are you a stakeholder or an active team member?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In Lean Inception, the scheduled agenda includes two types of sessions corresponding to different levels of participation: stakeholders and active team members. But how do you know which group you belong to? Here&#8217;s a description:<\/p>\n<p><strong>Active Team Member<\/strong><br \/>\nAn active team member is anyone directly involved in understanding and implementing the product. These participants must actively engage in all workshop sessions, contributing their ideas and knowledge to each activity.<\/p>\n<p>This group includes:<\/p>\n<ul>\n<li>Product Owners (POs)<\/li>\n<li>Developers<\/li>\n<li>Testers<\/li>\n<li>Project Managers<\/li>\n<li>Product Managers<\/li>\n<li>Technical Leads<\/li>\n<li>UX Professionals<\/li>\n<\/ul>\n<p><strong>Stakeholder<\/strong><br \/>\nA stakeholder is anyone impacted by the project but unable to participate in all sessions due to time or priority constraints. They have significant interest in the direction and outcomes of the Inception and typically attend only key sessions, such as the Kick-off and Showcase.<\/p>\n<p>This group includes:<\/p>\n<ul>\n<li>Sponsors<\/li>\n<li>Product Owners from other teams<\/li>\n<li>End users<\/li>\n<li>Professionals from other areas<\/li>\n<\/ul>\n<p>Knowing your role in the Lean Inception helps structure your participation and ensures the workshop is productive for everyone involved.<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"The_Facilitators_Role_in_Lean_Inception\"><\/span><strong>The Facilitator&#8217;s Role in Lean Inception<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>I will be the facilitator for your Lean Inception, and my role is to guide discussions and ensure the activities flow efficiently, promoting collaboration among all participants. While I lead the process, I will not make decisions for the group. My goal is to create an environment where everyone can contribute in a structured and productive way.<\/p>\n<p>My main responsibilities as a facilitator include:<\/p>\n<ul>\n<li>Introducing activities and clarifying questions about the process.<\/li>\n<li>Maintaining a neutral stance during discussions, helping the group identify needs and make decisions.<\/li>\n<li>Structuring interactions and ensuring all participants contribute actively.<\/li>\n<li>Using techniques like brainstorming and visual tools (post-its, markers, flipcharts) to foster creativity and organization.<\/li>\n<li>Facilitating workspace organization, optimizing the environment for collaboration.<\/li>\n<\/ul>\n<p>As a facilitator, my goal is to support the team in achieving exceptional results. I am here to ensure that the workshop goals are met with alignment, efficiency, and active participation from everyone.<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"Resources_to_Prepare\"><\/span><strong>Resources to Prepare<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Here are some materials to help you get ready:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=NxyNl6pWOVI\" target=\"_blank\" rel=\"noopener\"><strong>Video: What is a Lean Inception?<\/strong><\/a><br \/>\nWatch the video presented by Paulo Caroli at February 2020 at Warsaw.<\/li>\n<li><a href=\"https:\/\/caroli.org\/en\/lean-inception-4\/\" target=\"_blank\" rel=\"noopener\"><strong>Article: Lean Inception \u2013 Learn How to Align People and Build the Right Product<\/strong><\/a><br \/>\nRead the main article about Lean Inception on the Caroli.org website<\/li>\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=3UpyCgSPcaY\" target=\"_blank\" rel=\"noopener\">Podcast: Listen to this podcast episode on Lean Inception<\/a> for the Tech Journal<\/li>\n<li><a href=\"https:\/\/martinfowler.com\/articles\/lean-inception\/\" target=\"_blank\" rel=\"noopener\"><strong>Article: Lean Inception on Martin Fowler\u2019s Website<\/strong><\/a><br \/>\nDiscover more about Lean Inception in the article published on Martin Fowler&#8217;s site<\/li>\n<li><strong>Training: <a href=\"https:\/\/caroli.org\/en\/courses\/lean-inception-foundation-training\/\" target=\"_blank\" rel=\"noopener\">Recorded Course Lean Inception Foundation<\/a><\/strong><br \/>\nAccess the recorded online training with Paulo Caroli on Lean Inception Hub, by Caroli.org.<\/li>\n<li><a href=\"https:\/\/caroli.org\/en\/livro\/lean-inception-how-to-align-people-and-build-the-right-product\/\" target=\"_blank\" rel=\"noopener\"><strong>Book: Lean Inception \u2013 How to Align People and Build the Right Product<\/strong><\/a><br \/>\nLearn more about the Lean Inception method in Paulo Caroli\u2019s book:<br \/>\n<em>Available on Amazon<\/em><\/li>\n<\/ul>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"Final_Reminder_and_Expectations\"><\/span><strong>Final Reminder and Expectations<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The Lean Inception is just a few days away, and I want to reinforce some important details:<\/p>\n<p><strong>Dates and Times:<\/strong><br \/>\nThe workshop will take place from [start date] to [end date], from [start time] to [end time].<\/p>\n<p><strong>Location or Workshop Link:<\/strong><br \/>\n[Insert physical location or virtual access link]<\/p>\n<p><strong>What to Bring:<\/strong><br \/>\nBe ready to collaborate and share your ideas. Come with lots of energy to contribute!<\/p>\n<p>Remember to review the recommended materials and prepare to explore ideas, discuss priorities, and align the team. Your active participation will be critical to the success of this journey.<\/p>\n<p>I\u2019m available for any questions.<\/p>\n<p>Best regards,<br \/>\n[Facilitator Name]<\/p>\n<h1><span class=\"ez-toc-section\" id=\"Lean_Inception_Email_for_All_Participants_%E2%80%93_Option_2_Separate_Emails\"><\/span><strong>Lean Inception Email for All Participants &#8211; Option 2: Separate Emails<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>If you prefer to divide the information into multiple emails, follow this schedule:<\/p>\n<p><strong>Introduction to Lean Inception<\/strong><\/p>\n<p><strong>Subject:<\/strong> [Lean Inception] What You Need to Know Before the Workshop<br \/>\n<strong>Content:<\/strong> What Lean Inception is and who participates.<\/p>\n<p><strong>The Agenda for Lean Inception<\/strong><\/p>\n<p><strong>Subject:<\/strong> [Lean Inception] Get to Know the Workshop Agenda<br \/>\n<strong>Content:<\/strong> A list of sessions and their descriptions.<\/p>\n<p><strong>Resources to Prepare<\/strong><\/p>\n<p><strong>Subject:<\/strong> [Lean Inception] Tips and Materials to Get You Started<br \/>\n<strong>Content:<\/strong> Links to videos, articles, free online training, and the Lean Inception book.<\/p>\n<p><strong>Final Reminder and Expectations<\/strong><\/p>\n<p><strong>Subject:<\/strong> [Lean Inception] It\u2019s Almost Time!<br \/>\n<strong>Content:<\/strong> A final summary with guidance and expectations.<\/p>\n<hr \/>\n<h1><span class=\"ez-toc-section\" id=\"Lean_Inception_Email_for_Discovery_andor_UX_Research_Professionals\"><\/span><strong>Lean Inception Email for Discovery and\/or UX Research Professionals<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Below is the email content I send to those involved in Discovery and\/or UX Research before the Inception.<\/p>\n<p><strong>Subject:<\/strong> Your Participation in Lean Inception<\/p>\n<p>Hi [Name],<\/p>\n<p>We\u2019re excited about your participation in Lean Inception! Your experience with Discovery and\/or UX Research will be invaluable for enriching the process and bringing key insights about the initiative&#8217;s context.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_We_Expect_from_Your_Contribution\"><\/span><strong>What We Expect from Your Contribution<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Kick-Off Presentation<\/strong><\/p>\n<p>During the Kick-Off, you\u2019ll briefly share the main findings of your research, including:<\/p>\n<ul>\n<li>Business expectations for this initiative.<\/li>\n<li>Insights about the users, potential customers, or buyers of the solution.<\/li>\n<\/ul>\n<p>This presentation will help set a clear starting point for discussions and activities in the workshop.<\/p>\n<p><strong>Active Participation in All Activities<\/strong><\/p>\n<p>Your perspective will be essential throughout the workshop. We hope you\u2019ll share insights while also listening to the views of business and technology. This collaboration is key to achieving a strategic balance in decisions about the roadmap and MVP.<\/p>\n<p><strong>Adapting to the Context<\/strong><\/p>\n<ul>\n<li><strong>Short Preparation Period:<\/strong> If the pre-Inception period was brief, don\u2019t worry. During the workshop, we\u2019ll engage in activities that allow us to explore how users are expected to interact with the solution, adjusting expectations and validating ideas.<\/li>\n<li><strong>Long and Detailed Preparation Period:<\/strong> If your research generated a significant amount of information and definitions about the product, it\u2019s important to participate as an active member while remaining open to business and technology perspectives. This ensures balanced decisions and a strategy aligned with all pillars.<\/li>\n<\/ul>\n<hr \/>\n<h3><span class=\"ez-toc-section\" id=\"Activities_for_Personas_and_Journeys\"><\/span><strong>Activities for Personas and Journeys<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Even if you\u2019ve already worked on these aspects, your contribution will be crucial to aligning the group\u2019s perceptions. Your expertise will help validate and enrich the personas and journeys defined in collaboration with the team.<\/p>\n<hr \/>\n<h3><span class=\"ez-toc-section\" id=\"Review_of_Features_and_Strategy\"><\/span><strong>Review of Features and Strategy<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>During feature review and sequencing, your input will be critical to:<\/p>\n<ul>\n<li>Assess how well the features meet user needs.<\/li>\n<li>Contribute to strategic decisions about incremental product evolution.<\/li>\n<\/ul>\n<hr \/>\n<h3><span class=\"ez-toc-section\" id=\"MVP_Definition_and_Showcase\"><\/span><strong>MVP Definition and Showcase<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Your participation will be vital in defining the MVP, ensuring a balance between business objectives, user needs, and technical feasibility. The Showcase will be the time to celebrate achievements and validate the results.<\/p>\n<p><strong>P.S.:<\/strong> Working with an MVP ensures a continuous flow of user feedback. Discovery and user interaction will remain ongoing processes throughout the product&#8217;s evolution!<\/p>\n<hr \/>\n<p><strong>We\u2019re in This Together for Success! <\/strong>We\u2019re confident your participation will make a significant difference, ensuring the decisions made during Lean Inception align with the initiative&#8217;s context and the team\u2019s goals.<\/p>\n<p>If you have any questions or suggestions, feel free to reach out!<\/p>\n<p>Best regards,<br \/>\n[Facilitator\u2019s Name]<\/p>\n<h1><span class=\"ez-toc-section\" id=\"Lean_Inception_Email_for_Technical_Participants_Devs\"><\/span><strong>Lean Inception Email for Technical Participants (Devs)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Below is the content of the email I send to the more technical participants (Dev, QA, Data, DevOps, engineers, etc.) who will take part in the inception.<\/p>\n<p><strong>Subject:<\/strong> Your Participation in Lean Inception<\/p>\n<p>Hi [Name],<\/p>\n<p>We\u2019re excited to have you join the Lean Inception! As a developer, your role is essential to ensure that we build the right MVP, aligned with business needs, user expectations, and technical feasibility. Below is what we expect from you throughout the workshop:<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Presentation_and_Active_Participation\"><\/span><strong>Presentation and Active Participation<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Participate in all Lean Inception activities, bringing your technical insights and helping the team assess what is feasible to implement.<\/li>\n<li>Contribute your perspectives to ensure the MVP is technically viable and aligned with the product&#8217;s evolution strategy.<\/li>\n<\/ul>\n<hr \/>\n<h3><span class=\"ez-toc-section\" id=\"Key_Sessions_for_Developers\"><\/span><strong>Key Sessions for Developers<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li><strong>Technical, Business, and UX Review:<\/strong> Evaluate functionalities, discussing non-functional requirements, risks, and feasibility.<\/li>\n<li><strong>Mapping Features to Journeys:<\/strong> Help the team connect features to user journeys.<\/li>\n<li><strong>Feature Sequencer:<\/strong> Contribute to prioritizing deliveries, focusing on incremental development.<\/li>\n<li><strong>MVP Canvas:<\/strong> Assist in estimating effort, costs, and schedules, ensuring alignment with the team and business expectations.<\/li>\n<\/ul>\n<hr \/>\n<h3><span class=\"ez-toc-section\" id=\"What_Not_to_Do_Now\"><\/span><strong>What Not to Do Now<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li><strong>Excessive Technical Detailing:<\/strong> Avoid creating a detailed backlog of stories or tasks. This will be addressed after the inception week and throughout the project.<\/li>\n<li><strong>Complete Architecture:<\/strong> Focus on the <a href=\"https:\/\/caroli.org\/en\/minimum-viable-architecture-mva\/\" target=\"_blank\" rel=\"noopener\">MVA (Minimum Viable Architecture)<\/a> necessary for the MVP without anticipating architectural decisions that may change.<\/li>\n<\/ul>\n<hr \/>\n<h3><span class=\"ez-toc-section\" id=\"Your_Contribution_is_Vital\"><\/span><strong>Your Contribution is Vital<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Your participation will help the team create a realistic plan, validate hypotheses, and ensure the MVP meets both business and user needs. We rely on your expertise to mitigate technical risks and build a solid foundation for the product&#8217;s success.<\/p>\n<p>If you have any questions, we\u2019re here to help. Looking forward to seeing you at Lean Inception!<\/p>\n<p>Best regards,<br \/>\n[Facilitator\u2019s Name]<\/p>\n<hr \/>\n<h1><span class=\"ez-toc-section\" id=\"Lean_Inception_Email_for_Business_Product_people\"><\/span><strong>Lean Inception Email for Business &amp; Product people<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p><strong>Subject:<\/strong> Your Participation in Lean Inception<\/p>\n<p>Hi [Name],<\/p>\n<p>We are thrilled to have you lead this team during the Lean Inception! As the person responsible for bringing the business perspective, your active participation will be essential for the success of the workshop and to ensure alignment and commitment from everyone.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_We_Expect_from_Your_Participation\"><\/span><strong>What We Expect from Your Participation<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"Actively_Participate_in_All_Activities\"><\/span><strong>Actively Participate in All Activities<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Even if you already have a clear vision of the product, it\u2019s important to actively participate in all sessions. These collaborative activities are an opportunity to engage the team, secure everyone\u2019s commitment, and ensure genuine alignment.<\/p>\n<p><strong>Product Vision Session:<\/strong> Use this moment to collaboratively build the vision with the team. Share your perspective and expectations during the Kick-off, but participate in the activity to make everyone feel part of the definition. A team involved in creating the vision is more committed to delivering results.<\/p>\n<hr \/>\n<h4><span class=\"ez-toc-section\" id=\"Bring_the_Business_Perspective_to_Every_Step\"><\/span><strong>Bring the Business Perspective to Every Step<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li><strong>Personas and Journeys Activities:<\/strong> Help identify the most critical personas and journeys for the business. Your strategic insight will be crucial for prioritizing needs.<\/li>\n<li><strong>Technical, UX, and Business Review:<\/strong> Contribute the business perspective for each feature, balancing business, UX, and technical needs.<\/li>\n<\/ul>\n<hr \/>\n<h4><span class=\"ez-toc-section\" id=\"Lead_Balance_and_Alignment\"><\/span><strong>Lead Balance and Alignment<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Your role isn\u2019t to give orders or define everything alone, but to collaborate as an active participant, always seeking a balance between business, technology, and user experience perspectives.<\/p>\n<ul>\n<li>Help the team understand the &#8220;why&#8221; behind business decisions and how each feature contributes to strategic goals.<\/li>\n<\/ul>\n<hr \/>\n<h3><span class=\"ez-toc-section\" id=\"Strategy_and_Results\"><\/span><strong>Strategy and Results<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li><strong>Sequencer and MVP Canvas:<\/strong> You\u2019ll be instrumental in leading the definition of the roadmap and MVP, aligning what\u2019s needed to meet business expectations, success metrics, and desired outcomes.<\/li>\n<li><strong>Showcase:<\/strong> During the conclusion, your presence will help consolidate alignment and present the results clearly and effectively.<\/li>\n<\/ul>\n<hr \/>\n<h3><span class=\"ez-toc-section\" id=\"Tips_for_the_Workshop\"><\/span><strong>Tips for the Workshop<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Use each session as a moment of engagement. Remember, a developer who helped write the product vision will be more committed to achieving it than someone who only received instructions.<\/li>\n<li>Collaborate openly and listen to the team\u2019s diverse perspectives. This will strengthen alignment and improve decision quality.<\/li>\n<\/ul>\n<hr \/>\n<h3><span class=\"ez-toc-section\" id=\"Your_Leadership_is_Key\"><\/span><strong>Your Leadership is Key<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Your leadership during Lean Inception will be critical to making this initiative a milestone for the team and the product. We\u2019re counting on you!<\/p>\n<p>If you need any support or have questions, feel free to reach out.<\/p>\n<p>Best regards,<br \/>\n[Facilitator\u2019s Name]<\/p>\n<h1><span class=\"ez-toc-section\" id=\"Lean_Inception_Email_for_Stakeholders\"><\/span><strong>Lean Inception Email for Stakeholders<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p><strong>Subject:<\/strong> Your Participation in the Lean Inception Kick-Off and Showcase<\/p>\n<p>Hi [Name],<\/p>\n<p>We are very grateful for your interest in Lean Inception and your willingness to participate in the Kick-Off and Showcase. Your presence at these key moments will be essential to the alignment and success of this workshop.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_We_Expect_from_Your_Contribution-2\"><\/span><strong>What We Expect from Your Contribution<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>During the Kick-Off<\/strong><br \/>\nDuring the Kick-Off, you will have the opportunity to share your expectations, priorities, and insights about the product or project. This is the moment to align the strategic reasons behind the initiative and ensure the team understands the business goals we aim to achieve. Your vision will serve as a valuable guide to orient the team\u2019s work throughout the workshop.<\/p>\n<p><strong>During the Showcase<\/strong><br \/>\nAt the conclusion of the workshop, during the Showcase, you will see the results achieved by the team and provide constructive feedback. This will be an opportunity to validate decisions made and align the next steps, reinforcing everyone\u2019s commitment to the defined goals.<\/p>\n<hr \/>\n<h3><span class=\"ez-toc-section\" id=\"Your_Involvement_in_the_Workshop\"><\/span><strong>Your Involvement in the Workshop<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>We understand that your time is valuable and that your schedule might not allow you to participate in all Lean Inception activities. We completely respect and understand this.<\/p>\n<p>Conversations and alignments occur continuously throughout the workshop, and the activities are carefully planned to ensure flow and active participation from all team members. For this reason, we recommend avoiding joining activities midway, as it may disrupt the team\u2019s progress.<\/p>\n<p>That said, you are always welcome to:<\/p>\n<ul>\n<li><strong>Join at the start of the day:<\/strong> To check on the progress so far.<\/li>\n<li><strong>Join at the end of the day:<\/strong> To review results and discuss the next steps of the workshop.<\/li>\n<\/ul>\n<p>And, of course, if you choose to participate in all activities as an active member, we\u2019d be thrilled to have your presence throughout the workshop!<\/p>\n<hr \/>\n<h3><span class=\"ez-toc-section\" id=\"Together_for_Product_Success\"><\/span><strong>Together for Product Success!<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Your contribution during the Kick-Off and Showcase will be fundamental in ensuring that the Lean Inception meets business expectations and is a success.<\/p>\n<p>If you have any questions or need more information, please feel free to reach out.<\/p>\n<p>Thank you very much, and see you soon!<\/p>\n<p>Best regards,<br \/>\n[Facilitator\u2019s Name]<\/p>\n<hr \/>\n<h1><span class=\"ez-toc-section\" id=\"Lean_Inception_Email_Campaign_%E2%80%93_Send_Them_Now\"><\/span><strong>Lean Inception Email Campaign &#8211; Send Them Now!<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Choose the format that best suits your audience. Whether it\u2019s a single comprehensive email or a strategic sequence, the important thing is to ensure that all participants are well-prepared for the success of the workshop.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Lean Inception Emails Campaign is a strategic sequence of messages designed to inform and engage workshop participants. The goal is to ensure that everyone has the necessary information and is aligned with the core concepts and steps of Lean Inception before the workshop begins.<\/p>\n","protected":false},"author":1,"featured_media":219869,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1925],"tags":[],"inception_activities":[],"colaboradores":[],"class_list":["post-219865","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-lean-inception-en"],"_links":{"self":[{"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/posts\/219865","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/comments?post=219865"}],"version-history":[{"count":1,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/posts\/219865\/revisions"}],"predecessor-version":[{"id":219870,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/posts\/219865\/revisions\/219870"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/media\/219869"}],"wp:attachment":[{"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/media?parent=219865"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/categories?post=219865"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/tags?post=219865"},{"taxonomy":"inception_activities","embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/inception_activities?post=219865"},{"taxonomy":"colaboradores","embeddable":true,"href":"https:\/\/caroli.org\/en\/wp-json\/wp\/v2\/colaboradores?post=219865"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}