Define the education taxonomy and scoring model
45-60 min
45-60 min
Start in Notion and define the types of education assets your team can realistically create: help article, onboarding email, in-app checklist, tooltip copy, sales FAQ, demo script, release note, comparison guide, product tour, webinar segment, or customer success playbook. Add scoring criteria before looking at the data so the loudest anecdote does not automatically win. Use frequency, affected segment, revenue impact, activation impact, expansion impact, support burden, evidence strength, urgency, and production effort. Create a clear distinction between education-solvable confusion and product gaps that need Productboard. The taxonomy should make it obvious whether a theme needs content, enablement, onboarding, support process, or product work.
Backlog taxonomy and scoring model that separates education work from product or support issues.
If you do not define output types, every insight becomes a blog post. Product education should solve the job where confusion happens, not default to public content.
Create a product education backlog scoring model.
Product areas:
{{product_areas}}
Allowed education asset types:
{{asset_types}}
Business goals:
{{business_goals}}
Customer segments:
{{customer_segments}}
Current adoption or support problems:
{{known_adoption_or_support_problems}}
Create:
1. Education theme categories
2. Asset type definitions
3. Scoring criteria
4. Score scale from 1-5 for each criterion
5. Rules for what belongs in education backlog
6. Rules for what should be routed to product or support
7. Priority formula
8. Example backlog rows
Keep the model practical for a PMM, customer success, and product education team.