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Coaching: Design · Core

Set light standards and templates

A few shared standards and templates help teams work consistently without slowing them down. Keep them light and explain why each one exists.

About 3-5 daysEvergreenLast reviewed 5 November 2026

Who this applies to

Skills it builds
Leadership and coachingDelivery and execution
PM types
All
Product types
All
Starting points
All
Ways of working
All
Experience
All
Size of organisation
All

Steps, by experience

Beginner (under 1 year)

  1. Pick the two or three practices that cause the most confusion.
  2. Write a short standard for each, such as what a product brief must cover.
  3. Provide a template with an example.
  4. Explain why each standard exists.
  5. Ask teams for feedback after they use them.

Intermediate (1 to 4 years)

  1. Separate must-haves from suggestions.
  2. Remove templates nobody uses.
  3. Review standards with teams every few months.

Experienced (5+ years)

  1. Align standards across product, design and engineering.
  2. Use standards to support assessments or reviews where needed.
  3. Keep the total set small.

Who can do this

Owner: Product manager

Can be delegated to

  • Content Designer: Edit standards and templates for clarity

Tool examples

Confluence
Keep templates in one shared space.
Notion
Publish each standard with an example.

Definition of done

  • Two or three standards published
  • Templates with examples
  • Feedback collected

Common pitfalls

  • Too many standards
  • Templates without reasons
  • Standards nobody reviews

Do these first

Sources