A launch is ready when every team that deals with customers is ready, not just when the product is. Each track below is a group on the chart, and every task name starts with the role responsible for it. A copied template has no people in it, so the roles are there to be swapped for names.
| Track | What it covers | Owner |
|---|---|---|
| Launch plan | Kick-off, the launch brief and an owner for every track. Ends on Launch brief agreed. | Product |
| Product readiness | Finish the release, run a beta with a few customers, fix what it finds. Ends on Release candidate ready. | Engineering, product |
| Documentation | Help articles once the build settles, then screenshots, interface text and the release notes. | Docs, product |
| Support readiness | An escalation path agreed early, answers and known issues from the beta, then support training. | Support |
| Sales readiness | Pricing and plans confirmed early, the pitch and demo script, then sales training. | Sales |
| Marketing handoff | The brief handed to marketing, an accuracy check of their copy, and a Marketing ready marker. | Product, marketing |
| Go/no-go and launch | A readiness review, the go/no-go decision, then launch day: the release, the release communication and an internal announcement. | Launch team |
| After launch | Two weeks of watching tickets and errors, then a post-launch review. | Support, launch team |
It is a meeting with a marker on the chart, not a switch. The day before, every track owner reports ready or not ready at the readiness review, with the reason. The next day the launch team decides, and the Go/no-go decision milestone records when that happens.
Nothing in the chart blocks a launch when a track is late; it is a planning aid, not a gate. What it does is make unfinished prerequisites visible. Six arrows run into the readiness review from the end of every track, and anyone looking at the chart can see which of them has not finished.
Moving the launch later is the easy case. If a track is running late, stretch or move its last task, and with Auto schedule turned on under Settings, the readiness review, the go/no-go decision, launch day and the after-launch work follow the arrows and move with it.
Moving it earlier is where the chart earns its keep. It will not pull the prerequisites forward for you, so look at the six arrows into the readiness review instead: those are the tasks that have to finish sooner. In the template, some of them have a little room and some have none.
| Prerequisite | Room before the readiness review |
|---|---|
| Release candidate ready | None |
| Support: team training | None |
| Sales: team training | None |
| Docs: screenshots and UI text | 2 working days |
| Marketing ready for launch | 2 working days |
| Product: write release notes | 3 working days |
So a launch pulled a week earlier needs a full week out of the product track, which usually means a shorter beta or a smaller release, and a week out of both training sessions, which usually means training on the beta build. Documentation and marketing each need two or three days found somewhere. That is the list to take to the people involved before anyone announces the new date.
Because the campaign has its own plan. This template covers what the product team owes marketing and what it needs back: the launch brief at the start, an accuracy check of the copy before it goes out, and a marker for the day marketing says it is ready.
The campaign's own brief, creative, approvals and channels belong in the campaign plan template. Its Ready to launch milestone is the one to line up with this plan's Marketing ready marker.
Three things, all linked to the go/no-go decision so they move together: engineering releases to customers, the product team sends the release communication (the changelog, an in-app message and the customer email), and the whole company hears that it is live. The internal announcement is the one most often forgotten, and it is how support ends up hearing about a launch from a customer.
Two weeks of watching support tickets and error reports, then a post-launch review with every track owner: what customers said, what support saw and what the numbers show. It ends on Follow-up actions agreed, because a review that produces no actions is just another meeting.
Delete whole groups rather than picking at individual tasks. A team without salespeople can remove Sales readiness. Where one person handles support and documentation, merge those two groups. A small feature often needs no beta, so shorten it or remove it and link the help articles straight to the build.
After deleting anything that fed the readiness review, check the arrows into it again. Check that each remaining prerequisite is still represented in the review.
Click Use template and the plan lands in your account starting on the coming Monday. Set the launch date you are aiming for, check whether the tracks fit in front of it, and replace the roles with the names of the people who own each track. If they do not fit, you have found out while there is still time to change the scope or the date.
About ten weeks. Launch day falls in week 8, followed by two weeks of monitoring and a post-launch review. Shorten the build and the beta for a smaller release.