An idea is a hypothesis for an experiment and can be added by any teammate. Using Program Management lets you capture everyone’s ideas, note the requirements, determine prioritization, encourage collaboration for an experiment or set of experiments, all in one place. Writing a good hypothesis is an important skill. For those wanting to refresh their skills, re-visit our Write an Effective Hypothesis course, offered in our Level 1 paths.
Ideas can be 1:1 to an experiment (and is the most common scenario). Or, a single idea can have many related experiments. An example might be a desktop and mobile experiment on a particular touchpoint for the same hypothesis.
Ideas enable teams to work effectively through the experimentation process within Optimizely. By tracking an idea in Program Management, the whole team can collaborate across the process of developing and executing an experiment in Optimizely: from new ideas in the backlog to complete experiments with recorded results.
To add an idea
Select Teams in the left nav, then select your team name. This opens the Ideas dashboard for your team.
Click the New idea button.
Select a Touchpoint where this experiment will run. (Remember, this is for organizational purposes).
Add an experiment Name.
Add the Hypothesis. While this is an optional field, a sound hypothesis (one based on the Problem, Solution, Result framework) provides teammates insight to the idea rationale.
Click the Create Idea button.
Great! You've added a new idea to your Ideas dashboard.
The default status is set to Backlog, meaning the idea has not yet been prioritized. Once prioritized, you will change the status in Program Management to Active. If adding existing experiments to Program Management, you’ll also want to change these to Active status.
Available Statuses include: Backlog, Active, and Archived.
New ideas are automatically set to the Requirements stage to allow for scoring and prioritization before moving it to Creative and onward. Again, if you are adding existing experiments, set the Stage accordingly.
Available Stages include: Requirements, Creative, Development, Setup & QA, Testing, and Analysis.
With your idea logged, you’re ready to collaborate amongst your teammates to prioritize, develop, and move the idea through to experimentation.