Most Important Templates

I often provide my clients with templates that they can utilize to structure conversations with their teams and other executives. Here are my most shared ones:

1. Product Vision Brief (for long term vision setting)

2. Quarterly/Annual Planning Brief (for medium term goal setting)

3. Product Initiative Brief (for attaching current priorities to larger goals)

4. Roadmap Slides (ways to communicate your plans for growth as seen in Roadmapping Masters course)

5. Whole Offer Analysis (understand how to expand how you serve customers)

6. Build/Buy/Partner Analysis (figure out the best way to make your dreams a reality)

7. Product Marketing Planning (make a plan for how to go to market and win)

8. Wow Your Board (communicate in a way that gets you support for your ideas)

All of these templates help answer the key questions you are posed with and them provide a jumping off point for larger conversations and planning investment.