TEZ FOR STARTUPS

Turn a small team’s plans into progress.

Keep launch priorities, working documents, and daily decisions together as your company finds its rhythm.

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FFirst customer launch

DELIVERY PLANEvery next step has an owner.

01/03steps complete

Next review · Thursday

TaskOwner

Complete

In progressThursday

Up nextFriday

First customer launch plan

A CONNECTED WORKFLOW

First customer launch, from plan to handoff.

Prepare the first customer rollout. Focus the team on the essential setup, documentation, and launch review.

Agree the launch priorities

Set the scope and give the work a named owner.

Prepare the customer guide

Keep feedback with the document and record the decision.

Review launch readiness

Share the outcome and confirm the next handoff.

THE WORKING BRIEF

A shared reference for the next decision.

Prepare the first customer rollout. Focus the team on the essential setup, documentation, and launch review.

Example deliverable: First customer launch plan.

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FFirst customer launch

WORKING DOCUMENT

First customer launch plan

Sam Rivera · Project owner
Shared with the project team

What we’re working toward

Prepare the first customer rollout. Focus the team on the essential setup, documentation, and launch review.

DELIVERABLEFirst customer launch planNEXT REVIEWThursday · Liya Morgan

Ready for the next review

Agree the launch priorities
Prepare the customer guide

Keep the agreed scope here. Record changes before the team moves to the next step.

THE TEAM HANDOFF

Make the update useful to the next person.

The launch priorities are agreed. The customer guide is being reviewed before readiness sign-off.

The team keeps the review document and the next action in the same conversation.

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FFirst customer launch

PROJECT CONVERSATION

Rin ParkDelivery update · 9:30 AM

The launch priorities are agreed. The customer guide is being reviewed before readiness sign-off.

First customer launch planLinked project document

Liya MorganI’ll add my review notes to the project before Thursday’s check-in.

INTELLIGENCE

Give the next step a clear starting point.

Ask Intelligence to create a task with a named owner and deadline, then review the result in the project.

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EXAMPLE REQUEST

Create a task for Liya to prepare the customer guide by Thursday in First customer launch.

Review the task, owner, and date before the handoff.

BUILD YOUR WORKFLOW IN TEZ

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Make this workflow your own.

Can we adapt this example to our team?

Use the example as a starting point. Set your own project scope, owners, documents, and review steps to fit the way your team works.

Is the example real customer data?

No. The names, work items, and conversations are illustrative examples of how a team could organize work in Tez.

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