Product Ideation & Innovation Pipeline Workflow

Use this Tallyfy template to manage your product innovation pipeline from initial idea through market launch. Track new features, bug fixes, or entirely new product designs with structured validation and cross-functional collaboration. **Estimated Time:** 2-4 weeks for full evaluation cycle **Difficulty Level:** Intermediate **Team Size:** 3-6 cross-functional team members **Target Audience:** Product Managers, R&D Teams, Innovation Leaders, Executives This workflow ensures every product idea receives proper market research, technical review, and stakeholder approval before development begins.

20 steps 6 automations

Process steps

1

Submit the idea

1 day from previous step
task
Describe your product idea clearly. What problem does it solve? Who is it for? Why would people want it? Dont worry about perfection - just get the core concept down.
2

Initial screening

1 day from previous step
task
Does this align with company strategy? Is it technically feasible? Is there a market for it? Quick sanity check before investing more time. Not every idea should move forward - thats okay.
3

Research and validate

1 day from previous step
task
Look at market size, competition, and customer demand. Talk to potential users. Would they pay for this? How much? What features matter most? Data beats opinions.
4

Build business case

1 day from previous step
task
Estimate costs, revenue potential, and timeline. What resources are needed? Whats the risk? Create a one-page summary that leadership can review and decide on.
5

Decision and next steps

1 day from previous step
task
Present to decision makers. Get a clear yes, no, or not now. If approved, assign ownership and move to development planning. If rejected, document why for future reference.
6

Define product/feature opportunity, problems

3 days from previous step
task
Describe why the industry needs this feature and what problems would it solve. Task assigned to: - Product Head - Project Manager Idea/Feature Name: {{idea-feature-name-2333264}} Usecase: {{usecase-2333266}} Core team members: {{core-team-members-2333263}} Tentative release date: {{tentative-release-date-2333265}}
Form fields in this step
Current problem in the market/product
Possible solutions to offer
7

Define user stories

3 days from previous step
task
This step collects information on profile of different types of users and what might be their need and requirement of this feature/product. Task assigned to: - Product Head - Project Manager Idea/Feature Name: {{idea-feature-name-2333264}} Usecase: {{usecase-2333266}}
Form fields in this step
User Profile 1
User Requirement 1
User Profile 2
User Requirement 2
User Profile 3
User Requirement 3
Enter link to user story reference document
8

Conduct market research

5 days from previous step
task
Perform research if the feature hasn't been on the roadmap or if not much research has been documented. Collect solid market research data to validate product fit, target market, design reqyurements and potential of the product/feature given the competition in the industry. Task assigned to: - Product Head - Project Manager Idea/Feature Name: {{idea-feature-name-2333264}} User Story for reference: Profile 1: {{user-profile-1-7643566}} Requirement 1: {{user-requirement-1-7643564}} Profile 2: {{user-profile-2-7643563}} Requirement 2: {{user-requirement-2-7643562}} Profile 3: {{user-profile-3-7643568}} Requirement 3: {{user-requirement-3-7643565}} Link to user story reference document: {{enter-link-to-user-story-7643567}}
Form fields in this step
Checklist of attributes to pick target audience
Enter link to survey questions
Instructions for conducting focus groups
Channels/Tools to use to conduct secondary research
Enter notes on competitive landscape/competitor products and features
Suggested price for product or feature update
Enter link to research report
9

Brainstorm solutions and ideas to build

4 days from previous step
task
Task assigned to: - Product Head - Project Manager - UI/UX - Product Engineer Idea/Feature Name: {{idea-feature-name-2333264}} Usecase: {{usecase-2333266}} Link to market research report: {{enter-link-to-research-report-7643553}}
Form fields in this step
Priority 1 features list
Priority 2 features list
Priority 3 features list
10

Define MVP features

3 days from previous step
task
Focus and prioritize features and requirements to get MVP going. A minimum viable product (MVP) is a product with just enough features to satisfy early customers and provide feedback for future product development. Task assigned to: - Product Head - Project Manager - UI/UX - Product Engineer Idea/Feature Name: {{idea-feature-name-2333264}} Usecase: {{usecase-2333266}} Priority features and requirements: {{priority-1-features-list-7643535}} {{priority-2-features-list-7643537}} {{priority-3-features-list-7643536}}
Form fields in this step
Technical features
UI/UX features
Enter link to features document
11

Draft designs

4 days from previous step
task
Create different prototypes on ideas and priority features. Task assigned to: - Product Head - Project Manager - UI/UX - Product Engineer Idea/Feature Name: {{idea-feature-name-2333264}} Usecase: {{usecase-2333266}} Priority features and requirements: {{priority-1-features-list-7643535}} {{priority-2-features-list-7643537}} {{priority-3-features-list-7643536}} Techincal features for MVP: {{technical-features-7643556}} UI/UX features: {{ui-ux-features-7643555}} Link to MVP features required: {{enter-link-to-features-document-7643557}}
Form fields in this step
Upload link to project folder or GitHub ticket
12

Draft requirements

3 days from previous step
task
Define requirements in detail to help the development team. Task assigned to: - Product Head - Project Manager - UI/UX - Product Engineer Idea/Feature Name: {{idea-feature-name-2333264}} Usecase: {{usecase-2333266}} Priority features and requirements: {{priority-1-features-list-7643535}} {{priority-2-features-list-7643537}} {{priority-3-features-list-7643536}} Techincal features for MVP: {{technical-features-7643556}} UI/UX features: {{ui-ux-features-7643555}} Link to MVP features required: {{enter-link-to-features-document-7643557}} Link to project folder or GitHub link: {{upload-link-to-project-folder-or-7643526}}
Form fields in this step
Technical specifications - Functionalities
Technical specifications - UI/UX
Technical specifications - Servers
13

Finalize user story, design and requirements

2 days from previous step
task
Finalize usecases and sample user stories. Please make sure you have all user stories available for the development team's reference. Task assigned to: - Product Head - Project Manager - UI/UX - Product Engineer Idea/Feature Name: {{idea-feature-name-2333264}} Usecase: {{usecase-2333266}} Technical Specifications - functionalities {{technical-specifications-7643530}} Technical Specifications - UI/UX {{technical-specifications-ui-ux-7643528}} Technical Specifications - Servers {{technical-specifications-servers-7643529}}
Form fields in this step
Final draft of user story
Final design requirements
Team members assigned to this project
Budget information
Timeline and project milestones
14

Conduct technical review

3 days from previous step
task
Development team and product engineer to sign-off on technical viability and to create GitHub links Task assigned to: - Product Head - Project Manager - UI/UX - Product Engineer Idea/Feature Name: {{idea-feature-name-2333264}} Usecase: {{usecase-2333266}} Final draft of user story: {{final-draft-of-user-story-7643580}} Final design requirements: {{final-design-requirements-7643576}} Budget information: {{budget-information-7643578}} Timeline and project timelines: {{timeline-and-project-milestones-7643577}} Technical specifications - functionalities: {{technical-specifications-7643530}} Technical specifications - UI/UX: {{technical-specifications-ui-ux-7643528}} Technical specifications - server: {{technical-specifications-servers-7643529}}
Form fields in this step
Approve technical requirements?
Review Notes
15

Update technical requirements as requested

2 days from previous step
task
Task assigned to: - Product Head - Project Manager - UI/UX - Product Engineer Idea/Feature Name: {{idea-feature-name-2333264}} Usecase: {{usecase-2333266}} Review Notes: {{review-notes-7643570}} Technical specifications - functionalities: {{technical-specifications-7643530}} Technical specifications - UI/UX: {{technical-specifications-ui-ux-7643528}} Technical specifications - server: {{technical-specifications-servers-7643529}}
16

Develop product/feature/fix

5 days from previous step
task
Task assigned to: - Product Head - Project Manager - UI/UX - Product Engineer Idea/Feature Name: {{idea-feature-name-2333264}} Usecase: {{usecase-2333266}}
Form fields in this step
Link to GitHub to track development
17

Test

3 days from previous step
task
Establish expectations and priorities for testing. GitHub links: {{link-to-github-to-track-7643539}}
Form fields in this step
Upload link to detailed QA/QC plan
Notes
18

Release and test

2 days from previous step
task
Form fields in this step
Upload link to test log
Upload link to feature log
19

Market product/feature update

3 days from previous step
task
Create content to be uploaded on social media channels. Idea/Feature Name: {{idea-feature-name-2333264}} Usecase: {{usecase-2333266}} Feature log: {{upload-link-to-feature-log-7643532}}
Form fields in this step
Upload link to email sequence content
Upload link to social media content and schedule
20

Inform Users

1 weeks from previous step
task
Create features list and support articles. Idea/Feature Name: {{idea-feature-name-2333264}} Usecase: {{usecase-2333266}} Feature log: {{upload-link-to-feature-log-7643532}}
Form fields in this step
Upload link to email content for feature update and announcement

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