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Product Manager Aspects

Questionnaire

Aspect Question L1 STARTING L2 PRACTICING L3 SYSTEMATIC L4 MEASURING L5 INNOVATING Level Discussion comments

Product Vision, Strategy and Product Roadmap

- Product vision & strategy does not exist

- Prioritization decisions are made by other departments (ie Ops, engineering, sales etc.)

- Roadmaps do not exist

- Teams use project plans to deliver outputs

- Product vision exists for Tribe and in some product areas

- Product vision is short term & product strategy covers delivering on stakeholder asks.

- Struggle to align stakeholders to a common vision or prioritization

- Roadmaps exist for the Tribe and some product areas

- Roadmap is driven by stakeholder requirements with frequently changing priorities

- Product vision and strategy is well defined at all levels and is driven by customer needs

- Leverages understanding of the Business Strategy, Outcomes and Customer Journey to create the product strategy, vision, and roadmap

- Articulating vision is a core competency & strength

- Roadmaps exists for Tribe and every product area

- Roadmap is driven by customer needs leveraging understanding of customer journey and customer research

- Roadmap exists with a healthy balance of product growth and BAU initiatives.

- Roadmap creation and maintenance is practiced across all product areas with a standardized format

- Visibility of roadmap at all levels

- Product vision is based on market research and insights

- In depth research and analysis of competitors, business models informs product strategy and priorities.

- Product strategy supports business goals

- Articulating vision that is differentiating and motivates the team

- Product strategy defined based on time horizons from near to longer term strategy.

- Roadmap is driven by market needs and responsive to market changes.

- Stakeholder "buy-in" to the overall Product vision, short-term, mid-term roadmaps based on market needs.

- Product vision & strategy drives business goals

- Developing vision that is inspiring and anchor point for the company vision.

- Executive Leadership is aligned on Product strategy

- Outcome driven Long term roadmap for 24-36 months exists for all product areas and is aligned to the overall product vision

- Everyone across the organization rallies around the roadmap

- L1

- L2

- L3

- L4

- L5

- Skipped

Data driven decision making

- Feature Requests are accepted at face value with no data to support

- Focus is on output rather than outcome

- Feature requests are accepted with minimal due diligence on priority or need

- Ownership of defining goals and measure of success is outside the Product team

- Data driven decision making is practiced but not used consistently

- Data forms the basis for decision making across all product areas

- Prioritization is based on simplistic methods

- Outcome is measured but post launch

- Data insights drive efforts for product development & priority

- Clear and achievable goals and metrics defined for every initiative

- Metrics and KPIs are defined for every product area and has clear traceability to overall product and company goals

- Data trends leveraged to uncover new needs or new markets

- Experimentation is supported cross-org and actively undertaken as means for growth and innovation

- L1

- L2

- L3

- L4

- L5

- Skipped

Technical Acumen

- Defines solutions without understanding of technical capabilities and challenges resulting in tech debt

- Missed commitments on release or additional resources needed to meet time constraints due to not fully understanding the technical feasibility and complexity of defined features.

- Liaisons with shared services to understand technology capabilities and its impacts on roadmap

- Relentless about uncovering and mitigating technology-oriented risks and associated impacts to product strategy, vision, and roadmaps

- Understands and balances technology requirements against stakeholder requests and market’s wants and needs

- Understanding the technology capabilities of the company, ability to present technology-based decision to business stakeholders

- Knowledge and understanding of current and future technology capabilities, trends and systems

- Able to identify and communicate key technology trends shaping the Business domain and & how technology can empower Business through specific product capabilities/features

- L1

- L2

- L3

- L4

- L5

- Skipped

User/ Customer Research

- User research is minimal to non-existent

- Lack of understanding and user research

- User research performed in silo by Design teams to inform UI/UX deliverables

- Product not involved in the process and utilizes research insights to develop roadmap

- Product does not seek insights from research

- User experience is often sacrificed for expediency.

- Product closely collaborated with Design on user research.

- Design thinking approach is piloted

- Applies customer focused product mindset principles, frameworks and methodologies (Personas, JTBD, customer journeys)

- Implements, supports and advocates the voice of the customer, balancing it with business objectives and technology requirements

- Ability to perform customer-facing activities – interviews, surveys, demos, participate in sales, onboarding and support calls

- User research is the base for a personalized product

- Implements, supports and advocates the voice of the customer, balancing it with business objectives and technology requirements

- Conducts market and user research and advocates for their value

- Solid understanding of design thinking tools and ability to communicate users needs, their overall service journey, and how they use and leverage technology

- Liaison with marketing and sales on prep, launch and post launch support

- Understanding of go to market strategy, required steps etc.

- Focus on the product but also other elements in the ecosystem that impact the customer experience, to uncover new ideas or solutions - covering the complete end-to-end journey

- Able to improve the processes around the user research

- Leverage advanced technologies (e.g. AI, ML, VR, etc) to uncover customer needs and create delightful experiences

- Follow consistently a well-defined go to market strategy plan

- L1

- L2

- L3

- L4

- L5

- Skipped

Product portfolio management

- Lacks clear overall vision strategy and alignment across product families

- Every product team/area have independent goals that often lack alignment to overall business goals sometimes even conflicting with overall vision

- Certain product families/areas are somewhat aligned more than others

- Able to manage cross-dependencies, priorities and requirements within same product family

- Able to manage out of family dependencies and establish partnerships with other product teams

- Ensures collaboration and communication across product teams

- Monitors and leverages customer feedback to align on key features and functions

- Identify objectives and key results (OKRs) to be monitored for each product/stream, align and track them towards the product’s strategic goals

- Build or manage portfolio based on solid understanding of competitor landscape

- Set the trend for market by adding innovative products to portfolio

- Clear framework and decision making process for product phase-outs and new product additions to portfolio

- Focus is on building an ecosystem vs single product offering

- L1

- L2

- L3

- L4

- L5

- Skipped

People

leadership:

- Lacks leadership

- Tactical focus

- Executes on asks

leadership:

- Collaborative and comfortable engaging at different levels of the organization

- Exhibits ownership of business outcomes in some instances

leadership:

- Exhibits ownership of business outcomes consistently at all levels and able to negotiate, challenge conflicts and bottlenecks to successfully deliver on them.

- Facilitates/Supports quarterly strategic review sessions with the business to discuss product performance, delivery health, customer insights, and outcomes

- Evangelize product mindset across the org

leadership:

- Brings evidence-based decision-making and associated communication as needed

- A strategic thinker with a bias for action and continuous improvement

- Product is well-respected and seen as the voice of customer across the org

leadership:

- Proactively engage and influence the Business with ideas and recommendations that shape product strategy and technology direction

- Multiply impact by enabling people around them to contribute to and own business impact necessary to achieve the company’s strategy

- People in different roles understand product mindset and nurture this in the organization

People:

- L1

- L2

- L3

- L4

- L5

- Skipped

cross-functional team collaboration:

- Hand off requirements to team for development with no further involvement

cross-functional team collaboration:

- Team collaboration is on a sporadic basis

- Struggles to communicate & create buy-in from team on agreed upon Product vision

cross-functional team collaboration:

- Cadence based communication established with team for 2-way information flow

- Able to communicate and get buy-in to the agreed upon product vision

- Cross functional teams understand how they contribute to product success

- Knowledge sharing sessions to discuss current challenges, share ideas on resolutions and ways of working

cross-functional team collaboration:

- Invites ideas and opinions from team on emerging opportunities and problem statements

- Knowledge sharing sessions take a form of sharing insights, new ideas and latest trends around the product and market., improve ways of working

cross-functional team collaboration:

- Collaborates with team to identify and run experiments, POCs etc.

- Knowledge sharing sessions becomes a place to discuss innovative product ideas, & share ideas on defining new ways of working

People:

- L1

- L2

- L3

- L4

- L5

- Skipped

managing up:

- Lack of visibility and gaps in communication to senior leadership and management

managing up:

- Management and senior leaders have to pull information continuously to ensure progress and alignment to overall strategy and vision

managing up:

- Senior leadership and management is kept in the loop with overall progress and major decision points

- Brings evidence based decision making and associated communication as needed

- Check-in with management on alignment to overall strategy

managing up:

- Leverage senior leaders in the organization to help achieve goals, deliver meaningful outcomes

managing up:

- Supports strategic review sessions with leadership to discuss product performance, delivery health, customer insights and outcomes

- Leverage senior leaders to positively influence the strategic direction of the team and the company overall

People:

- L1

- L2

- L3

- L4

- L5

- Skipped

stakeholder management:

- Stakeholders not identified

- Lacks understanding of stakeholder engagement

- Ineffective in saying "no" or prioritizing requests

stakeholder management:

- Engagement at appropriate stakeholder level is missing

- Stakeholder communication occurs in an inconsistent manner

stakeholder management:

- Stakeholders identified and mapped based on influence, impact

- Communication plan is consistent across the team

- Is able to say “No” to stakeholders and those driving product development priorities, but explains “Why” in terms that Stakeholders understand

stakeholder management:

- Willing and able to make hard product decisions and able to align everyone to those decisions including the dissenters

stakeholder management:

- Proactively engage and influence the Business with ideas and recommendations that shape product strategy and technology direction

- Consistently push relevant information to leadership and management and proactively align work to business objectives

People:

- L1

- L2

- L3

- L4

- L5

- Skipped

Tools & Artefacts

- Absence of PM tools needed to track and manage work effectively

- Artefacts generated are difficult to update and consume.

- A wide range of tools used by different teams or individuals making it difficult to collaborate

- Inconsistent usage of tools with limited or no training

- Artefacts created only on request and often not maintained with latest information.

- Identified and agreed on specific tools to be used across teams to track and manage work for PMs

- Defined set of artefacts generated at each stage of the product development lifecycle(Customer Journey maps, product strategy and vision document, roadmap and supporting documentation)

- Holds annual strategic planning and quarterly strategic reviews

- Holds biweekly/weekly PO sync and team check-in meetings

- PMs are skilled at tools needed to manage work and leverage advanced options to become efficient in operational tasks

- High- quality artefacts, checklists generated across all teams leveraging templates.

- Automate operational tasks where possible

- Experiment and innovate using tools to become efficient, communicate effectively and provide visibility on product planning and execution at all levels

- L1

- L2

- L3

- L4

- L5

- Skipped

Product Creation – Identify Phase

- Product ideation driven more by instinct than data

- Lack of customer focus in driving new ideas

- Lack of effective triaging of new ideas

- Extensive governance and business case required

- Some focus on customer problem but lacking data to prove impact.

- Use of Lean Canvas as lightweight business case

- Effective triage of new initiatives in place

- Focus on customer problems and pain points to generate new product ideas

- Data driven decision making

- Idea generation is outcome focused.

- Effective Customer, Competitor and Technology research in place.

- Key commercial drivers are understood.

- Pipeline of work visible and managed from identify through to land.

- Relevant exit criteria artefacts consistently produced

- Customer focus combined with competitor awareness drives idea generation

- Initiatives linked to OKR’s and business metrics with clear relationship to strategic outcomes

- Very strong focus on customer problems leads to game changing product ideas.

- New ideas are driven by outcome of experimentation and associated product metrics

- L1

- L2

- L3

- L4

- L5

- Skipped

Product Creation – Validate Phase

- Minimal product discovery where hypothesis are not identified/tested prior to development

- Product discovery comprises of compiling second or third hand information or knowledge around problem statement

- Requirements are generated by PM/POs in silos

- Some initiatives with effective discovery but not widely adopted.

- Feature factory approach with handover of features from product to delivery

- Limited collaboration across product, design and technology

- Widespread adoption of effective Product Discovery sessions

- Techniques such as Customer Journey mapping adopted

- Hypothesis driven approach and associated hypothesis testing (such as UX research)

- Strong collaboration between product, design and technology

- Engagement with relevant external teams such as Architecture and Infosec.

- Relevant exit criteria artefacts consistently produced

- Effective customer research

- Experimentation mindset embedded

- Squads acting as cross functional product teams

- Initiatives routinely assessed for feasibility, desirability and viability

- Outcome of discovery efforts leads to noticeable improvements to product outcomes in line with business strategy.

- Discovery is viewed more as a mindset rather than a phase. Discovery and delivery are continuous activities powered by experimentation and learning.

- L1

- L2

- L3

- L4

- L5

- Skipped

Product Creation – Plan Phase - Project style planning with fixed scope, budget, timelines (iron triangle) - Some collaboration in planning but contributors not fully engaged. Deadlines might be ‘handed down’ to squads.

- Planning used to identify dependencies and delivery approach but understood to be a forecast/guide rather than commitment.

- Plan adapted as initiative proceeds

- All contributors to delivery collaboratively create the delivery plan.

- Relevant exit criteria artefacts consistently produced

- Transparent reporting to governance allowing early decision making – especially around areas such as scope.

- Plan is regularly updated taking into account reality on the ground and associated learnings as initiative progresses.

- Plan is viewed as a tool towards more effective product outcomes.

- Widespread adoption of Agile planning and governance.

- L1

- L2

- L3

- L4

- L5

- Skipped

Product Creation – Build Phase

- Project driven approach with teams siloed into functional areas

- Focus is on output and activities driven by project mindset

- No clear process defined for product development

- Initial adoption of iterative development approach (Scrum / Kanban)

- Some collaboration between tech, product and design but still a ‘handover’ mindset.

- Product development process is defined

- Adoption of product development process is inconsistent and varies by teams/initiatives

- PMs are able to clearly communicate what the team needs to build and why

- Testing is rushed due to unpredictability in team delivery capacity causing higher number of post launch issues

- Team are cross functional

- Iterative development approach adopted

- High levels of collaboration between tech, product and design

- Relevant exit criteria artefacts consistently produced

- Product development process is well defined and adopted across all teams

- PMs work effectively with teams to turn requirements into working products in an iterative manner, learning and adapting based on the learning to deliver the best product

- Predicable velocity and capacity planning for error correction allows better quality experience post launch

- Product Team is a cross functional team including Tech, Product, Design.

- Team feels empowered and have a sense of ownership towards their product area

- Product development process is consistent across all teams and efficient ensuring optimum velocity

- PMs work with team to iteratively and quickly deliver product functionality against pre-defined goals

- Minimum post launch critical issues or hotfixes needed

- Learnings from ongoing Product development result in improved product outcome

- Product mindset is in the DNA of Agile teams

- PMs work with teams to improve the product development process and enable achieving high performance high value per sprint

- L1

- L2

- L3

- L4

- L5

- Skipped

Product Creation – Land Phase

- Initiatives are released to production but there is a lack of data around impact

- Quality of product sometimes suffers due to deadlines

- Some key metrics captured but not effectively monitored or acted upon

- Key metrics captured and monitored. Associated dashboards available.

- Relevant exit criteria artefacts consistently produced

- Metrics are defined and monitored across the product lifecycle with traceability from strategic to business to product level metrics

- Metrics are used to drive next future product features

- PMs consistently communicate clear spec and set goals in a clear actionable format that can be used to communicate with team and drive product delivery

- Quality is product’s most important feature and PMs are able to identify, prioritize and resolve quality issues.

- Post-launch critical issues are very rare.

- L1

- L2

- L3

- L4

- L5

- Skipped