Play

A Play is a complex process (POCs, POVs, Renewals, Test Plans, and more) you would like to project manage. Organize, collaborate, communicate, and ensure work across multiple teams are captured in a single source of truth.

Each Play has a Play Type, that can be templated and configured by admins in Prelay. Play Type templates are often used to prescribe specific workflows.

Common Examples of Play Types include Proof of Concept, Implementation Plan, etc. Play Types can be made more specific by targeting specific market segments or product lines with more specialized templates.

Play Types are set up in Settings > Play > Play Types.

There are 5 statuses that a Play can be in: Not Started, In Progress, On Hold, Successful, Unsuccessful. Successful and Unsuccessful are statuses that indicate a Play is completed.

Invite your teammates to participate in the Play in an external-facing way. Stakeholders are notified of important Play updates and can be assigned items within the Play. Prospects and customers invited to the Play can see Stakeholders from your team.

Invite prospects and customers as External Stakeholders to the Play to collaborate with them. External Stakeholders will get a slightly different experience, where internal-only sections are hidden and allowed interactions are limited. "External Preview" can be used to preview what External Stakeholders will see (details below).

"Goals" is a section that captures the common goals of a Play between you and a prospect or customer. Inside Goals, there are a few sections:

Duration - The start and end dates of a Play

Business Objectives - List of business objectives of your prospect or customer. These can be relatively abstract and do not always have to correspond to your product.

Success Criteria - List of concrete goals for you to define with your prospect or customer what a successful Play is. The best Success Criteria usually are measurable, specific to your product, and within your control. In the Goals section, you can define these and mark them as Approved once you align with your audience, and in the Goals Review section, you can review with your audience whether you've achieved it (Hit) or not (Miss). An Action can be tied back to a Success Criteria which can be connected back to a Business Objective.

The main section of Plays are organized into Milestones, which indicates progress through the Play. Milestones should be marked "Completed" as you make progress through the Play. Milestones are used by admins to prescribe a process while setting up the template on the Play Type, so they can only be modified by admins in the template. Milestones cannot be changed ad-hoc on individual Plays.

Actions are tasks within the Play, and are added within Milestones. Here are some important concepts in each Action

Status - Not Started, In Progress, Blocked, Completed or Skipped

Assignee - Each Action can be assigned to one Internal Stakeholder from your team, and one External Stakeholder

Date - Date when you expect the Action to be completed by

Assists - Assists can be created on top of Actions to assign internal-facing tasks to internal-facing teams, such as legal, engineering, PMs. Assists are not shown externally

Once a Play is completed, by setting the Status to Successful or Unsuccessful, Play Results can entered to document why the Play was Successful or Unsuccessful.

Internal Mode is the default mode for the Play, which shows everything and allows all interactions. External Stakeholders invited to the Play cannot access Internal Mode.

Presentation Mode is for running through the Play with prospects or customers. Only externally-visible things are shown in Presentation Mode, but most internal-only interactions are allowed (i.e. editing of various externally-visible items). Presentation Mode should be used when screen-sharing with prospects or customers, while updating various sections of the Play. External Stakeholders invited to the Play cannot access Presentation Mode.

External Preview is for simulating what an External Stakeholder invited to the Play will see and be able to interact with. In situations where you are presenting to External Stakeholders, Presentation Mode should be used instead due to its greater flexibility.