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Release Record Template

One record per release, per phase. Copy it, fill it in, link it from the walkthrough invite. The measures come from the Job Spec; do not restate them, link them. For a Full Spec release the RFC’s Rollout table says what each phase’s audience and exit criteria are; this record says whether they were met.

Release: [name] Phase: Private Preview / Public Preview / GA Path: Quick Win / Lightweight / Full Spec Launch owner: [PM, or Tech Lead where there is no PM] Job Spec: [link] · RFC or brief: [link] Approver: [Head of Product, or the delegated PM + Tech Lead]


[One or two lines. Material or small, and which question this phase answers: holds up / solves the problem / will they pay / can the business carry it.]


Linked, not restated. If a line here is not in the Job Spec, fix the Job Spec.

  • Job to be done: [link to the Job Spec’s job statement]
  • Working looks like: [leading indicator] from [baseline] to [target] by [DD/MM/YYYY]. Signal: [name].
  • Not working looks like: [guardrail] crosses [threshold], or the abandon signal: [from the Job Spec]. Then we: [hold / pull / talk to every account].
  • Dashboard: [link]
  • Price point: [e.g. per seat per month]
  • Metric and model: [per seat / per site / per transaction / bundled]
  • Who pays: [role at the customer]
  • Evidence so far: [usage, willingness to pay, won and lost conversations]

Tick, link evidence, or write N/A and why. Lines from Gates and Approvals.

It works

  • Customer path walked (outcome UAT) · evidence:
  • Tests and regressions green · evidence:
  • Kill switch tested (rollback proven) · evidence:

We will know what happened

  • Measures live, baseline running · dashboard:
  • Monitoring owner named · who / until:

The business is ready

  • Support briefed and ready · who said yes:
  • Sales has seen it and can sell it · who said yes:
  • Marketing ready, or not needed · date / “no launch”:
  • Value and price validated · evidence:

Scaled to the stakes

  • Production-readiness validated · evidence:
  • Product principles check · notes:
  • [other lines from the gate, as the stakes demand]

Signed off

  • Walkthrough and approval · date / yes in writing:

  • Audience: [named accounts / opt-in cohort / everyone]
  • On: DD/MM/YYYY
  • Preview label showing: [product / docs / opt-in screen] (n/a at GA)
  • Two-week read booked for: DD/MM/YYYY

  • Working metric: [actual vs target]
  • Not-working signal: [hit / not hit]
  • Pricing call: Right / Over / Under · because:
  • Call: Fired / Partial / Missed / Unscoreable · because:
  • Decision: Widen / Hold / Pull · owner:

After GA, the 30-day and 90-day reviews run from the Post-Launch Review Template.