Guide to Scoping and Planning Integrations

We've crafted a template that aligns your team and guides successful integration projects. Dive into our post to discover more and get the template.

Guide to Scoping  and Planning Integrations
Do not index
Do not index


At Lunch Pail Labs, we’ve built integrations that have been embraced by thousands of users, and the success of each project starts with careful scoping and planning. We’ve crafted this template through our experience, both for our clients and ourselves, and we've found that planning an integration is very much akin to planning a full-fledged product.
Why? Because integrations aren’t just quick-fix add-ons; they're sophisticated mini-products that require the same level of user consideration, alignment with the overall strategy, and iterative development as other product features.
Since sharing is caring, here's our template, just for you. Dive into the rest of this post to discover more about what’s included and gain insights from a recent integration example. Happy planning!

How to use this template

To get started with the template, follow this link and duplicate the template to your Notion workspace. If you’re not a Notion user, no worries – you can copy and paste the contents into a text editor or your preferred project management tool.
notion image
Once you have the template in your Notion workspace, you can tailor it to your project. Look for any 'tk-' variables; these are placeholders for you to customize.
notion image

What’s Included

Here’s a glimpse of the sections of the template:
  • Introduction: Briefly overview the project.
  • Problem & Target Audience: Identify the problem or opportunity, who the integration is for, and any existing alternatives.
  • User Stories: Define the target user's needs using standard format stories, e.g., "As [a user persona], I want [to perform this action] so that [I can accomplish this goal].”
  • Design Considerations: Include design elements, Figma files, or color palettes needed for the project.
  • Technology: List any tools used in the integration, with costs.
  • Milestones: Break the project into manageable milestones.
  • Success Criteria: Determine what must happen for success, including any measurements.

Real-world example

notion image
If the above explanations have you feeling that this is all a bit abstract, no worries. We have a real-world example to share. Below you can view the full version of the scope for an internal integration project at Lunch Pail Labs, the Notion Widget.


And that's a wrap! With this template, you can align your team and guide successful integration projects. What do you think? How do you approach scoping? Feel free to share your feedback via Twitter or email.

Expand Your Integration Library, Without the Distractions.
Your time is valuable. We'll help you launch plugins, add-ons, and extensions, for your users that make interacting with your product a delight. Let's chat and explore how you can grow your integration library without sidetracking your team.

Join 200+ builders receiving actionable advice, insights, and strategies in our weekly newsletter.

Build Better Product Integrations with The Building Blocks 🧱

Subscribe now

Written by


Lola is the founder of Lunch Pail Labs and the curator of the Integrations Directory. She enjoys discussing low-code, integrations, and running a solo business. Feel free to connect with her on Twitter or LinkedIn.