Opportunity Solution Tree Template

Product outcome, opportunity space with evidence, target opportunity, at least three solutions, assumption tests by type, decisions, Mermaid tree

제품 및 프로젝트표준Opportunity solution tree concept (Torres, Continuous Discovery Habits, 2021)opportunity solution tree diagram업데이트됨 2026. 10. 29.

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사용법: Use it when a product trio runs continuous discovery toward one outcome. Fill the outcome and the research-based opportunities first, then compare at least three solutions and test their riskiest assumptions. The main pitfall is writing solutions in disguise as opportunities.

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Opportunity Solution Tree: [Outcome]

An opportunity solution tree is a visual map for continuous product discovery: one desired outcome at the root, the customer opportunities (needs, pain points and desires) that could drive it, candidate solutions for a chosen target opportunity, and the assumption tests that show which solution is worth building. The concept was introduced by Teresa Torres and is described in Continuous Discovery Habits (Product Talk, 2021). This template uses the concept only, in original words. Replace every [bracketed] value and every row marked Example.

Document control

Field	Value
Document ID	[OST-TEAM-NN]
Product trio	[@product-manager, @designer, @engineer]
Linked strategy or bet	[Strategy ID and bet] Example: PVS-TALLOW-01, bet B1
Status	[Exploring / Testing / Building / Closed]
Last updated	YYYY-MM-DD

Revision history

Version	Date	Author	Change
0.1	YYYY-MM-DD	[@owner]	Tree started from interview synthesis
[0.2]	YYYY-MM-DD	[@owner]	[Target opportunity chosen, tests added]

1. Desired outcome

Field	Value
Outcome	[Metric, baseline, target, date]
Why this outcome	[Link to north star input or OKR]
Leading signal reviewed weekly	[Signal]
Example: Outcome	Share of new workspaces activated (second member edits a shared note within 7 days) rises from 31% to 40% by 2027-06-30
Example: Why	Drives input I1 of the north star (weekly collaborating workspaces) and bet B1
Example: Leading signal	Share of new workspaces that send at least one invitation on day 1

2. Opportunity space

ID	Opportunity (customer need, pain or desire)	Parent	Evidence	Customers affected	Size signal
OPP-1	[Need]	none	[Research IDs]	[Segment]	[How many, how often]
OPP-1 (Example)	"I don't want to invite my team to an empty space"	none	RES-031 (11 of 24 interviews)	Team leads setting up	High
OPP-1.1 (Example)	"I don't know what our team should write down first"	OPP-1	RES-031, RES-034	Team leads	High
OPP-1.2 (Example)	"My colleagues won't learn yet another tool"	OPP-1	RES-031 (7 of 24)	Team leads	Medium
OPP-2 (Example)	"When someone joins, they don't see what changed or what to read"	none	RES-031 (6 of 24)	Invited members	Medium
OPP-3 (Example)	"I can't tell whether anyone read what I wrote"	none	RES-034 open answers	Writers	Low

3. Target opportunity

Target opportunity: [ID and text]

Why this one: [Reasoning, with evidence]

Example: OPP-1.1 "I don't know what our team should write down first". It appeared in the most interviews, it blocks the moment of inviting colleagues (the outcome), and the team can address it without new infrastructure. OPP-2 is kept for the next cycle.

4. Solutions

ID	Solution	Opportunity	Effort (T-shirt)	Notes
SOL-1	[Idea]	[OPP ID]	[S / M / L]	[Notes]
SOL-1 (Example)	Starter spaces by team type (agency, studio, product team) with three pinned notes to complete together	OPP-1.1	M	Candidate for bet B1
SOL-2 (Example)	A guided "first week" checklist inside an empty workspace	OPP-1.1	S
SOL-3 (Example)	Import the last 30 days of a chat channel as a draft note	OPP-1.1	L	Needs integrations

5. Assumptions and assumption tests

Test ID	Solution	Assumption	Type	Test method	Success threshold (set before)	Result	Decision
AT-01	[SOL ID]	[Assumption]	[Desirability / Viability / Feasibility / Usability / Ethical]	[Method]	[Threshold]	[Result]	[Continue / Change / Drop]
AT-01 (Example)	SOL-1	Team leads will pick a starter space rather than start blank	Desirability	Fake-door choice on the new-workspace screen for 1 week	At least 40% pick a starter	52% of 1,310 picked a starter (681)	Continue
AT-02 (Example)	SOL-1	Team leads can complete a pinned note in under 5 minutes	Usability	Moderated prototype test with 6 team leads	5 of 6 succeed	4 of 6 succeeded; two missed the edit button	Change: make notes editable in place
AT-03 (Example)	SOL-2	A checklist is seen as helpful, not as homework	Desirability	One-question in-product survey, 200 responses	At least 60% "helpful"	Not run yet	Pending
AT-04 (Example)	SOL-1	Starter content does not mislead regulated teams (for example legal or health studios)	Ethical	Content review by two team leads in regulated fields	No misleading example notes	Not run yet	Pending

6. Decisions and next steps

Date	Decision	Evidence	Backlog items
YYYY-MM-DD	[Decision]	[Test IDs]	[PBI IDs]
Example: 2026-11-20	Build SOL-1 as a minimal version (three team types), keep SOL-2 as a fallback	AT-01, AT-02	PBI-101, PBI-102

Related templates and references

product/product-vision-strategy and product/north-star-metric for the outcome's context
design/ux-research-plan, startup/customer-discovery, product/persona for research input
product/ab-test-plan to measure the shipped solution against the outcome
product/product-backlog for the items created from validated solutions
Torres, T. (2021). Continuous Discovery Habits. Product Talk LLC. ISBN 9781736633304.
Torres, T. "Opportunity Solution Trees" (article): https://www.producttalk.org/opportunity-solution-trees/

Standard and licence note

Structure aligned with the opportunity solution tree concept described by Teresa Torres. The concept is cited by name only; no text, diagrams or examples are copied from the book or articles, and all wording and the Tallow Notes example are original. The book is a paid publication. Official text: Product Talk, purchase or licensed access: https://www.producttalk.org/continuous-discovery-habits/. Template licence: MIT.