Template preview · Software
Opportunity brief
Turn an observed opportunity into a bounded decision.
A concise brief for deciding whether to pursue an opportunity.
Sample purpose
Turn an observed opportunity into a bounded decision.
Audience: Product manager, Founder- Structure
- 4 sections
- Criteria
- 12
- Sources
- 8
- Watches
- 6
- Default approach
- Review first
Set the purpose first. Then change every section, criterion, and agent setting before anything runs.
Fictional sample
Structure and criteria
Sample content shows the shape of a useful document. Copying it is optional.
01 Review firstOpportunity statement
Describe the opportunity and who experiences it.
Criteria
- Separates what was observed (6 to 10 weekly cancellations at three salons) from the inferred opportunity
- Names the customer role and quantifies how often and how costly the gap is
- Describes a capability gap, not a product feature
Sources
- Beacon Patch opportunity registry (fictional) api.beacon-patch.exampleLogged salon observations with date and source.
- OpenAlex appointment no-show research api.openalex.orgPublished context on cancellation rates in appointment services.
Watches
- Searches “salon appointment cancellation no-show rate” monthly
Agent may read api.openalex.org and search the web.
Sample content
Three Beacon Patch salons reported 6–10 weekly cancellation gaps. The opportunity is a same-day waitlist that lets opted-in clients claim open slots.
02 Review firstEvidence and gaps
Make supporting signals and missing evidence visible.
Criteria
- Each signal states its source type and a confidence that matches sample size (not high on 8 interviews)
- Each gap says what observation would close it
- Includes at least one signal that argues against the opportunity
Sources
- Beacon Patch research archive (fictional) api.beacon-patch.exampleInterview and survey records by salon.
- OpenAlex works search api.openalex.orgIndependent research to test the signals against.
Watches
- Follows Opportunity statement
- Checks api.openalex.org monthly
Agent may read api.openalex.org.
Sample content
Signal Confidence Gap 6 of 8 fictional owner interviews mention cancellation gaps. Medium Client willingness to receive alerts. 03 Review firstDecision experiment
Specify the smallest test that can change the decision.
Criteria
- The pass condition is a number reachable in the window (12 of 30 clients fill cancelled slots)
- The test contains only the validating step, not the full solution
- States why two salons can or cannot represent the wider market
Sources
- Statistical hypothesis testing en.wikipedia.orgReference for what small samples can and cannot show.
- Beacon Patch experiment log (fictional) api.beacon-patch.exampleEarlier experiment parameters and results.
Watches
- Follows Evidence and gaps
Sample content
- ☑ Invite 30 opted-in clients at two salons for four weeks
- ☑ Pass if 12 cancelled slots are filled
- ☐ Build automated pricing rules
04 Review firstDecision and next step
Record the current choice and its owner.
Criteria
- States one of pursue, pause or stop, and ties it to the experiment pass number (e.g. 14 of 30 filled, so pursue)
- Names one decision owner (Nora) and the date the choice was made or is due
- If the result is pause or stop, names the evidence gap that would reopen the question
Sources
- Beacon Patch experiment log (fictional) api.beacon-patch.examplePilot result the decision is measured against.
- Beacon Patch decision register (fictional) api.beacon-patch.exampleEarlier pursue, pause and stop calls with owners.
Watches
- Follows Evidence and gaps
- Follows Decision experiment
Sample content
- 2026-02-27 · Review pilotNora decides whether to fund a prototype.