Product Vision
Purpose
A north star document that makes the product’s direction transferable. Its unique job is to answer four questions before any PRD exists: who is this for, what alternative do they use today, what future state are we trying to create, and how will we know the direction is working?
Every downstream artifact — PRD, specs, designs, tests — traces back to this document. If the vision is vague, everything built on it drifts.
Authoring guidance
- Be concise — keep the mission to 1-2 sentences.
- Be specific — name target customers, name competitors, state measurable outcomes. Placeholders and hedging (“various users”, “significant impact”) are not acceptable.
- Be compelling — connect the vision to real customer pain and a concrete end state.
- Be honest — if you can’t fill a section with substance, that’s a signal the thinking isn’t done yet. Flag it rather than filling with platitudes.
Boundaries: what belongs elsewhere
Product vision is for direction. If you find yourself writing about:
| This content | Belongs in |
|---|---|
| Methodology, activities, authority order | .ddx/plugins/helix/workflows/README.md, activities glossary |
| Market sizing, revenue model, investment rationale | 00-discover/business-case.md |
| Competitor analysis or feature-by-feature comparison | 00-discover/competitive-analysis.md |
| Principles or judgment lenses | 01-frame/principles.md |
| Risks (likelihood × impact) | 01-frame/risk-register.md (master), PRD risks (PRD-scoped) |
| Non-goals, “what we won’t build” | 01-frame/prd.md |
| Per-feature requirements | 01-frame/features/FEAT-*.md |
| UI interaction details (clicks, screens) | feature spec or user story |
| Architecture or technology choices | 02-design/ |
| Release-scoped success metrics | 01-frame/prd.md (vision keeps strategic, long-horizon outcomes only) |
| Definitional schemas for metrics | 06-iterate/metric-definition.md |
Quality checklist from the prompt
After drafting, verify every item. If any blocking check fails, revise before committing.
Blocking
- H2 section list exactly matches the template (no added, removed, or renamed sections)
- Body is ≤ 1.5× the template’s line count (currently ≤ 105 lines)
- Positioning names a specific customer segment (not a category)
- Positioning names a specific competitor or alternative (not “existing solutions”)
- Target market is specific enough to identify real people
- Every success metric has a numeric target or measurable outcome
- User experience section describes a concrete scenario (not abstract benefits)
Warning
- Mission fits in a tweet (under 280 characters)
- Vision describes an end state, not a timeline or market position
- Why Now cites an observable change, not a general trend
- Value propositions pass the “so what?” test
- No section contains only placeholder text
- No sentence’s main predicate is
not <noun>without a positive predicate in the same sentence
Example
Show a worked example of this artifact
---
ddx:
id: example.product-vision.depositmatch
---
# Product Vision
## Mission Statement
DepositMatch helps small bookkeeping firms reconcile client invoices to bank
deposits in minutes instead of hours.
## Positioning
For bookkeeping firms with 5-25 recurring clients who spend hours matching
incoming deposits to invoices, DepositMatch is a reconciliation workspace that
groups bank deposits, suggests invoice matches, and records reviewer decisions.
Unlike spreadsheet checklists and generic accounting exports, DepositMatch
keeps the matching evidence, exceptions, and client follow-up in one place.
## Vision
Bookkeepers start each morning with a short review queue instead of a bank
statement and a spreadsheet. Most deposits are already matched with evidence.
Unclear deposits are grouped by client, amount, and date so the reviewer can
accept, split, or flag them without rebuilding the trail.
**North Star**: A bookkeeping firm can close weekly deposit reconciliation for
20 clients in under one hour with fewer than 2% unresolved deposits.
## User Experience
Maya manages reconciliation for twelve dental practices. On Monday morning she
opens DepositMatch and sees 184 deposits imported from bank feeds. The product
has already matched 161 deposits to invoices with high confidence. Maya reviews
the suggested matches, accepts the obvious ones in batches, and spends the rest
of the session on exceptions: two split payments, one duplicate invoice number,
and three deposits that need client clarification. At the end, she exports a
review log for each client and sends three follow-up questions without leaving
the workspace.
## Target Market
| Attribute | Description |
|-----------|-------------|
| Who | Bookkeeping firms with 5-25 employees serving recurring small-business clients |
| Pain | Reconciliation is manual, repetitive, and hard to audit across clients |
| Current Solution | QuickBooks or Xero exports, bank reports, spreadsheets, and email follow-up |
| Why They Switch | Client volume has grown faster than reviewer capacity, and spreadsheet trails are too fragile for monthly close |
## Key Value Propositions
| Value Proposition | Customer Benefit |
|-------------------|------------------|
| Deposit-to-invoice match suggestions | Reviewers spend time confirming exceptions instead of searching every line item |
| Evidence-backed review log | Firms can explain every accepted match during client questions or month-end review |
| Exception queue by client | Unclear deposits are routed to follow-up without losing the surrounding context |
## Success Definition
| Metric | Target |
|--------|--------|
| Primary KPI | Median weekly reconciliation time below 3 minutes per client by the second month of use |
| Match accuracy | Accepted suggestions remain above 95% in reviewer audit samples |
| Exception handling | 90% of unresolved deposits have an owner and next action within one business day |
## Why Now
Small bookkeeping firms are taking on more recurring clients while bank feeds,
invoice exports, and payment processor reports have become easier to access.
The missing layer is not another accounting system. It is a focused review
workspace that turns those feeds into a trustworthy reconciliation queue before
month-end pressure accumulates.Reference
| Activity | Discover — Validate that an opportunity is worth pursuing before committing to a development cycle. | ||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Default location | docs/helix/00-discover/product-vision.md | ||||||||||||||||||||||||
| Requires | None | ||||||||||||||||||||||||
| Enables | None | ||||||||||||||||||||||||
| Informs | Business Case Competitive Analysis Opportunity Canvas PRD | ||||||||||||||||||||||||
| HELIX documents | docs/helix/00-discover/product-vision.md | ||||||||||||||||||||||||
| Generation prompt | Show the full generation prompt | ||||||||||||||||||||||||
| Template | Show the template structure |