What Conviction Actually Measures
Conviction is the combination of:
- Clarity — what we’re building, for whom, and why it should work
- Evidence — signals that reduce the probability of a wrong bet
- Verifiability — measurable success metrics and kill criteria
Low conviction doesn’t mean “stop.” It means “reduce scope until the bet becomes verifiable.”
A Real Example: Conviction 51/100 (Needs Clarity)
Conviction
51/100 • Signal High
Trend
Stable (+0)
Guidance (This Week)
Roadmap score lever: [Market Reality]
Strengthen external validation: refresh TAM/SOM assumptions and tie the bet to measurable demand signals.
This is a classic pattern: you have plenty of internal signal, but the roadmap needs stronger market reality and clearer success thresholds.
The Evidence Ladder (Upgrade Conviction Fast)
Move bets up this ladder before approving more scope:
- Opinion — “We think users want this.”
- Observation — sessions, interviews, support logs show pain.
- Behavior — users already do workarounds; demand is pulling.
- Commitment — users sign up, pre-pay, or agree to trials.
- Proof — experiments demonstrate measurable improvement.
The goal isn’t perfection. The goal is to be above “opinion” before spending serious engineering time.
Kill Criteria: The Missing Ingredient
Roadmaps become wasteful when bets can’t die. Add kill criteria to every net-new bet:
If we do X, we expect Y within Z.
If Y does not happen, we stop or shrink the bet.
Example
If we ship the new onboarding flow,
we expect activation rate to improve by +8% within 21 days.
If improvement is < +3%, we roll back and redesign.
Kill criteria protect runway. They turn “hope” into a reversible experiment.
The 2-Week Conviction Sprint (Raise to ≥ 70)
Week 1: Market Reality Upgrade
- Refresh TAM/SOM assumptions with current signals.
- Collect 5–10 demand signals: inbound requests, competitor pricing, waitlist conversion, paid pilots.
- Rewrite the bet as a falsifiable hypothesis.
Week 2: Verifiability Upgrade
- Define success metrics + baseline.
- Add kill criteria and rollback plan.
- Reduce scope to the smallest verifiable slice.
Decision Queue: Conviction as a Gate
BLOCK: Net-New Bets Until Conviction ≥ 70
BLOCK
Roadmap conviction is 51/100. Block additional net-new bets until evidence improves.
Owner: Head of Product • Due: 2026-02-27
Metric: Roadmap conviction ≥ 70 with high evidence signal
SHIP: Evidence Upgrades for Top Bets
SHIP
Upgrade evidence on top 5 highest-impact bets using the evidence ladder + kill criteria.
Owner: Founder/CEO + PMs • Due: 2 weeks
Metric: Top 5 bets have success metrics + kill criteria + external demand signal
DEFER: Bets Stuck at “Opinion”
DEFER
Defer bets that cannot produce verification within one cycle.
Owner: Head of Product • Review: monthly
Metric: % bets with verifiable success metrics increasing
How ProdMoh Helps
ProdMoh generates a conviction score and highlights which lever is holding the roadmap back (e.g., [Market Reality]). It then turns the remedy into an actionable Decision Queue.
Read the pillar: Build What Moves the Needle →
FAQs
Should every bet reach 90/100 conviction?
No. High-risk, high-cost bets need higher conviction. Low-risk improvements can ship with lower conviction if they’re reversible and measurable.
What if we can’t get external validation?
Reduce scope until you can. If a bet can’t be validated at any size, it’s likely not decision-ready.