The product-led org (Sales, Visionary, Tech and product led)
What we know and what we don’t
Part 2: The role of the PM
Anti-patterns: The CEO, the Waiter, The former PM
A Great PM
The PM career path
Organizing teams
Part 3: Strategy
What is it?
Gaps: Knowledge, Alignment, Effects
A strategic framework: deployment and creation
Company level vision and strategic intents
Product vision and portfolio
Part 4: PM Process
Product Kata
Direction and Success Metrics
Problem exploration
Solution exploration
Solution optimization
Part 5: The product led organization
Outcome focused communication
rewards and incentives
Safety and learning
budgeting
Customer centricity
Marquetly: the product led company
Terms
output:
outcome:
process-led:
Product Owner:
Build trap: The temptation to focus on output
(e.g. number of features shipped), instead of output (Value delivered to
customers.) Products developed in this way will inevitably be bad,
containing features that their customers don’t want or use.
Value exchange System: What is value? Customers
have problems, wants and needs. A product or service will fulfill them,
and the customer will pay for them. Products do not have inherent value.
What they do for the customer has value.
Product: A vehicle of value. Delivered to
customers, they repeatedly deliver value without the producer having to
build something new every time. Excel, baby food, Tinder, the iPhone are
all products.
Service: Also a vehicle of value, but deliver value
based on the servicer putting in continuous human effort. Design firm,
accounting firms etc.
Project: A discrete scope of work with a particular
aim.
Company Strategy: a deployable decision-making
framework, enabling action to achieve desired outcomes, comprised of the
operational framework and strategic framework
Strategic framework: How the company realizes the
vision through product and service development in the market. It
connects company vision with product visions.
Strategy creation: The process of figuring out
which direction the company should go and developing the strategic
framework.
Strategy Deployment: The act of propagating goals
and narratives through the layers of the organization, making sure at
each layer that they further the goals of the parent node, and scoped in
time and space as appropriate to the layer. Examples: OKRs Hoshin Kanri,
mission command.
Strategic Intent What are the challenges that stand
in the way of reaching the company vision?
Summary of Ideas
What is the build trap?
The Build Trap is the authors term for the common pattern in
technology teams of building the wrong thing, and so ending up with
products that no-one wants.
Her hypothesis is that the major cause of the build trap is that the
organization is focused on outputs - “we released 10 features”,
“we met our deadlines” - not outcomes - measuring the value
being given to the customer. The prerequisite for this is putting much
more emphasis on thinking in terms of the product being offered
instead of narrower focuses on projects and services.
This problem starts at the top: The organization as a whole should be
product-led - that is, optimizing for business outcomes. Every
change to a product should tie back to producing value to the
customer.
She claims this is a problem with the product management
function of the technology organization, and the solution is to set up
robust product management practices. There are four interconnected areas
which comprise these practices. Interconnected because, for example, if
the organization is not product-led, the PM function will not be
incentivized to create practices that focus on outcomes.
Strategy
PM Role
PM Process
Organization
The Company and the strategy
Sorry in advance for corporate bullshit terms - not my fault.
Company Vision
Your business has a
vision1010
I’ve left out the distinction between vision and mission that’s in the
text, I don’t think it adds much .
Why does the company exist? Where is it going based on that mission? You
want a vision to act as an anchor point which you can always fall back
on when you’re thinking about what you should do.
The vision should be short and clear. Not too broadly
focused. “Being the market leader in X” is too broad. There should be
something in there that narrows the scope a bit.
To offer designer eyewear at a revolutionary price, while leading the
way for socially conscious businesses.
Becoming the best global entertainment distribution service,
licensing entertainment content around the world, creating markets that
are accessible to film makers, and helping content creators around the
world to find a global audience.
Strategic Intents
From your company vision, you create strategic intents.
These are the current areas of focus to move your company towards the
vision. The time-scope is usually a year or two. You shouldn’t not have
too many of them: just a few key things.
The trap that the C-suite fall into, and that strategic intents are
trying to avoid, is going into your yearly planning cycle you are just
coming up with a laundry list of ideas for goals, features or desires.
The problem is not that the ideas are bad, it’s that they are
usually not aligned to any broader strategy, pushing the business in
particular direction. It’s just sort of aimless.
Strategic intents should be high level and business focused. They
should be stated at the level of new markets, new revenue streams, or
focusing on a particular area with an associated revenue goal.
Here are the two strategic intents for the example company in the
book, with associated goals.
Expand into the enterprise business: Increase revenue from currently
$5 million a year to $60 million a year in three years.
Double revenue growth from individual users: Increase revenue growth
from 15% YoY to 30% YoY from individual users.
Strategic intents can involve the whole business: product
development, marketing, content creation etc. Obviously we’re only
looking at the product development piece here.
So what to do with these strategic intents? This is where we get out
of the Company level and into the product level.
The product and product
management
A product is a vehicle for delivering value. You sell it (or rent it)
to the customer, and you collect the revenue from it. You also
improve the product over time, so it delivers more
value1111
Note this is different from a service, which requires you to
put in time and effort for every ‘unit’ of value that’s delivered to the
customer. .
Product management is this process of determining why, how and when to
improve the
product1212 If
your company has more than one product, then it is said to have a
product portfolio. This introduces a further layer in the
strategy-to-product journey, so we’ll ignore it for now and assume that
there’s a single product. .
Product initiatives
We left the company strategy process at the point where we’d got to
some strategic intents. These are business goals about
expanding into new markets or growing an existing revenue stream. For
example: Increase revenue growth from 15% YoY to 30% YoY from
individual users.
Next we need to turn these into product initiatives. These
translate the challenge laid down by the strategic intent into
problems that we will solve with our product. How can
we reach the business goals by changing the product.
Notice that this the focus is on problem identification and
exploration, not on solution development - that comes later.
Premature solution fixation is one of the biggest traps to fall into in
this stage.
For example, there are 3 paths to increasing revenue:
acquire more individual users
retain existing users better
create new revenue streams from existing users
The third is slightly different, but the first two we can dive into
exploration.
First we should look to verify and quantify: What is the conversion
rate? What is the retention rate? Then we have to figure out
why users are not converting, and why they are leaving. This is
where user feedback, talking to the users, starts to become critical.
This is where we start to find the problems.
What
is product management, and what makes a good product manager?
Part of being a Product Manager (PM) is being the Product
Owner - but only in a sense. They are responsible for the
why: determining and communicating why the product is being
built and the outcome it will produce. They are not responsible for the
when. They do not own (but do work with the team on) the
what. They don’t care much about the how of the
technical implementation.
They need to have a very deep understanding of the business and the
customer, so they can identify what is valuable, and see opportunities
to create value. They should talk to (and otherwise get feedback from)
the customer a lot. Empathy for the customer is the critical
attribute. Tech-literacy is a must, but tech-expertise is not.
They should not be a mini-dictator, lording it over the team; a
waiter, mindlessly communicating customer requests to developers; or a
pseudo project manager, taking ownership of the when.
The why is the product vision. The PM needs to have
the vision and to effectively communicate it. They need to determine
metrics and goals for the product. They need to be given the time and
space to do vision and research work.
Tactical product management
2hr read notes
Preface
my products were crap, and no one was using them
I was so focused on shipping features that I didn’t think about the
outcome of those features.
I wasn’t connecting the goals of my company or the needs of my users
back to my work.
Lean agile: Experimentation, talking to customers.
Systematic / Organizational problems: Bonus tied to features,
managers upset at not shipping
Focus needs to be on the org
Four layers to PM in the org:
Role
Strategy
Process
Organization
Appendix:
Is your org product-led? Questions for a PM
Who came up with the last feature or product idea you built?
Hopefully no-one will know. Or it will be ‘the team’
What was the last product you decided to kill? If no-one can
remember, that’s a bad sign. Probably:
Commitment to customers happens too early
Budgeting can’t budge
No pushback to management
When’s the last time you talked with your customers? Worst
answer is “we’re not allowed to talk to customers”.
What is your goal? First, have one. Second, it should be
outcome centric, not output centric. i.e. focused on
the value added to the business, not on ‘did we ship on deadline’
What are you currently working on? Passion is the telling sign
What are your PMs like? Are they well respected? Lack of respect can
either be because they’re too strong (dictators) or too weak (beaten
down by stakeholders and managers).
Part 1: The build trap
The build trap is when organizations become stuck measuring their
success by outputs rather than outcomes.
It’s when they focus more on shipping and developing features rather
than on the actual value those things produce.
get out of the build trap by setting themselves up to develop
intentional and robust product management practices.
Training PMs is not enough. They will slip into old habits if the
organization isn’t set up right - i.e. is not product-led
Priority not aligned. Likely have too many priorities
“peanut buttering your strategy”. So many strategic initiatives
spread over very few people.
PMs should be pushing back, but org has to be set up for that kind
of feedback.
Wrong people in role - marketers and sales people are not PMs
This part: How the build trap emerges, signs to look out for
Misunderstand value. Should be outcomes they want to
create, not the amount of stuff you produce.
Customers have problems, wants, needs. Value is realized when these
are filled
Every feature and initiative should result in outcome that
is tied back to business value.
Understanding value is hard. But you have to do it.
Orgs create their own constraints. Overly rigid processes.
Companies operate on project based dev cycle. Scoping work,
deadlines, milestones. Problem is, no way to align these with the
strategy. Projects are essential part of product development - but
thinking only in terms of projects is damaging
products are vehicles of value. Repeated value
without more work from anyone in the org.
services use human labor to deliver value. Value at the
cost of work
Many companies have a mixed value model.
Products need to be nurtured and grown
Product led companies optimize for business outcomes, align
product strategy to these outcomes, prioritize projects that will best
meet them
Product management is the domain of recognizing and investigating
the known unknowns and of reducing the universe around the unknown
unknowns.
Product managers identify features and products that will solve
customer problems while achieving business goals. They optimize the
Value Exchange System.
Part 2: the role of the PM
The product manager deeply understands both the business and the
customer to identify the right opportunities to produce value.
responsible for synthesizing multiple pieces of data, (analytics,
feedback, market research), determining in which direction the team
should move.
keep the team focused on the why—why are we building this
product, and what outcome will it produce?
The chief product officer is the cornerstone of the product team in
companies, helping to tie together the business outcomes to the roadmap
and to represent its impact to the board.
Companies need to create a standardized product management career
path
PM anti-Patterns
Mini-CEO: PMs don’t have authority over people. They are not people
managers. They need to influence, not command. Mini-CEOs are
tiny kings, think they’re the next Steve Jobs. They will fail quickly
because they don’t have the trust of the team.
The waiter: takes orders from stakeholders/customers/managers. No
goal, no vision. No decision making. This is the majority of PMs. Leads
to product death cycle (see below)
Former Project Manager: (though you need a little Project Management
skill to do the role). Projects Managers are responsible for
when, PMs are responsible for why.
A great PM works with a team to create the right product that
balances meeting business needs with solving user problems.
LOTS of understanding of the business, the market, vision and goal
of the company. Empathy for users
NOT in charge of the what, only the why. They work
with the team on the what. Really it’s the team that
owns the product.
Figuring out what to build: strategic and experimental approach
Must be humble enough in their approach to learn and take into
account that they don’t know all of the answers.
Lone wolf mentality is death for a PM. The idea that they and they
alone are responsible for the success of the product. Breeds
arrogance.
not expert in either tech or marketing. Must be
tech-literate though
Start with why - don’t dive into solutioning too early
Don’t skip setting success metrics and goals
Product Ownership is just one piece of product
management
Need time to do vision and research work
PM career path: Associate PM, PM, Senior PM, Director of PM, VP of
Product, Chief Product Officer.
Organizing product teams: not around technical components,
features. Around business goals, value streams.
Part 3: Strategy
A good strategy is not a plan; it’s a framework that helps you make
decisions.
Product strategy connects the vision and economic outcomes of the
company back to product portfolio, individual product initiatives, and
solution options for the teams.
Strategy creation is the process of determining the direction of the
company and developing the framework in which people make
decisions.
Strategies are created at each level and then deployed across the
organization.
Focus on the whole, them zoom in on the parts
Too often, people think of their product strategy as a document made
up of a stakeholder’s wish list of features and detailed information on
how those wishes should be accomplished. And they’re peppered with a ton
of buzzwords like platform or innovation.
Communicating the end state of a product is not a strategy (though
it’s not a bad thing to do - you need the vision of the end
result.)
Bungay: Strategy is a deployable decision-making framework, enabling
action to achieve desired outcomes, constrained by current capabilities,
coherently aligned to the existing context.
Autonomous teams: Have them. Don’t lead by authority
Creating a strategic framework
“I went to my peers in the leadership team and asked them what was
the most important thing we could do as a company. They all gave me
different answers. It’s pretty clear we’re not aligned on what our
strategy is or what we want to become as a company.”
company strategy, two parts:
operational framework, or how to keep the day-to-day activities of a
company moving
strategic framework, or how the company realizes the vision through
product and service development in the market. aligns the company’s
strategy and vision with the products that are developed by the
teams.
Strategies are interconnecting stories told throughout the
organization that explain the objective and outcomes, tailored to a
specific time frame. We call this act of communicating and aligning
those narratives strategy deployment.
Strategy deployment is about setting the right level of goals and
objectives throughout the organization to narrow the playing field so
that teams can act.
Execs are on 5-year decision making cycle
Middle mgmt are on yearly/quarterly cycle
Teams are on a monthly/weekly cycle
Not having the right level of direction lands us in the build
trap
Strategy Creation: the process of figuring out which direction the
company should act upon and of developing the framework in which people
make decisions. Strategies are created at each level and then deployed
across the organization.
Company Vision: A good mission explains why the company exists. A
vision, on the other hand, explains where the company is going based on
that purpose. I find that the best thing a company can do is to combine
both the mission and the vision into one statement to provide the value
proposition of the company
Strategic Intents: how you intend to reach that vision changes as
your company matures and develops. Strategic intents communicate the
company’s current areas of focus. The horizon is 1-several years. should
be at a high level and business focused.
Product Initiatives translate the business goals into the problems
that we will solve with our product. The product initiatives answer how?
set the direction for the product teams to explore options.
Product Vision: communicates why you are building something and what
the value proposition is for the customer. (Amazon Press Release
documents for every product vision.)
Product Portfolio: When you have > 1 product. Need a vision for
that too
How do all of our products work as a system to provide value to our
customers?
What unique value does each of the product lines offer that makes
this a compelling system?
What overall values and guidelines should we consider when deciding
on new product solutions?
What should we stop doing or building because it does not serve this
vision?
Part 4: PM Process
The best solutions are linked to real problems that users want
solved.
Product managers use a process to identify which of those problems
the team can solve to further the business and achieve the
strategy.
Product managers can rely on the Product Kata to help them develop
the right experimental mindset to fall in love with the problem rather
than the solution. They continue iterating until they reach the
outcome.
This section is all about the process of uncovering the right thing
to build.
Usually, when we think about processes, we focus more on the act of
developing software than we do about building the right software. This
is the build trap.
The Product Kata: The first task is to get to the product
initiative. Four sub-parts
Understanding the direction: Setting metrics (Pirate metrics, HEART
Framework)
Problem exploration: Talk to users, all the time
Solution exploration: Experimenting to learn. Concept testing
Solution optimization: Story mapping
Part 5: The product led
organization
The product-led organization is characterized by a culture that
understands and organizes around outcomes over output
a company cadence that revolves around evaluating its strategy in
accordance to meeting outcomes.
people are rewarded for learning and achieving goals.
Management encourages product teams to get close to their customers,
and product management is seen as a critical function that furthers the
business.
If there is one main reason I have seen companies fail to make a
transition, it’s the lack of leadership buy-in to move to an
outcome-oriented company.
Visibility in organizations is absolutely key. The more leaders can
understand where teams are, the more they will step back and let the
teams execute. We need a cadence of communicating strategy that matches
our strategic framework.
Quarterly business reviews: discussing progress toward the strategic
intents and outcomes of a financial nature.
Product initiative reviews: for the product development side of the
house. review the progress of the options against the product
initiatives and adjust our strategy accordingly.
Monthly Release reviews: provide the opportunity for teams to show
off the hard work they have done and to talk about success metrics.
Roadmaps: not a Gantt chart. you should view them as an
explanation of strategy and the current stage of your product.
Living roadmaps.
The theme
Hypothesis
Goals and success metrics
Stage of development
Any important milestones
Phases: Experiment, Alpha, Beta, Generally Available
Product operations/ Chief Of Staff: Collect Data; report on goals,
outcomes etc.; set up product analytics platform; standardize product
processes; organize and run meetings; organize
Rewards, Incentives.Y ou should be rewarding people for moving the
business forward—achieving outcomes, learning about your users, and
finding the right business opportunities.
Safety and learning: Fail small and early, encourage it.
Budgeting: Think like a VC, not a corporation (antipattern:
over-promise to get budget)
break out of budgeting once a year. Instead, allocate funds to the
product portfolio as a whole. use the product initiative reviews to
determine what should be funded, based on the amount of certainty toward
the outcomes.
Customer centricity: deeply understand your customers.
Quotes
A lot of it is due to having too many priorities. Everything is
number one on your project list. You are peanut-buttering your
strategy—meaning that you have so many strategic initiatives spread over
very few people. You can’t give one team a large objective and expect
them to hit major goals in a month. Those things take time and manpower.
You have to build up to them. - Page 5
Strategy is a deployable decision-making framework, enabling action
to achieve desired outcomes, constrained by current capabilities,
coherently aligned to the existing context. - Page 62
Questions
What are the responsibilities of a product manager?
a PM is not a UX designer
interface with the business, tech and design depts. to harness their
collective knowledge
A PM doesn’t have much direct authority
A PM is primarily responsible for the why of the product,
the direction of it. They are involved in the what (workflows,
UX etc.) and when, but these are owned by the team as a whole.
They are barely at all involved in the how - that’s the devs
job.
They craft the product vision, communicate it, and champion it.
They break down the purpose of the product into known knowns
(facts), known unknowns (questions, which they seek to answer), unknown
knowns (intuition, which they seek to validate) and unknown unknowns
(discovery, which they put processes in place to facilitate)
They connect the dots, taking information from various sources and
sifting and analyzing it, and turning that into the product vision.
It comprises product ownership (in the Scrum definition),
of defining th backlog and creating user stories, grooming work in the
backlog, and checking completed work. But that doesn’t cover the whole
thing
What makes a good product manager?
talking to users
the ability to empathize with users, walk a mile in their
shoes.
the ability to persuade and influence the team and the company that
what is being built is the right thing.
not being too attached to your own ideas - your job is creating
value, not implementing your ideas. So…
listening to criticism of your ideas and creating a process for
iterating them into good ideas
validate your ideas by seeking out data. Evidence, not opinions
get problems, wants and needs from customers, not solutions.
They push back against managers and stakeholders when they present
solutions, asking why.
Have a deep understanding of the business: what its goals are, what
its strategy is, how their product relates to that strategy.
They are technically literate, but don’t have to be a tech
expert
They understand the market, but don’t have to be a market
expert.
What makes a bad product manager?
the mini dictator (don’t be an asshole to UX and devs)
the waiter, taking what stakeholders ask for at face value, allowing
the priority to be dictated by the most important person in the
room.
the reformed project manager, focusing on the when, not
they why.
A lone wold mentality - a feeling that they alone are responsible
for the success of the product, and that they have to come up with it
themselves without input from others.
What makes a good product management function?
Why do companies fall into the build trap?
They don’t understand their customers wants, needs or problems, and
so they can’t measure value. Because some targets are required, they
create proxies that they can measure, but don’t represent
value: features shipped etc.
They face unthinking pressure to fast-follow competitors,
superficially copying their features without understanding whether those
features are valuable.
They over-promise during sales pitches, leading to one-off features
that were not worth the investment because they are not widely useful.
Where the strategy is driven by the contracts the company can get, the
company is a sales led organization.
the product death cycle They do not find out what their
customers problems are, they just ask them what features are missing and
build those features without validating them.
Misc
known knowns: Facts
known unknowns: questions
unknown knowns: intuition
unknown unknowns: discovery
Why questions
Why even do this project?
What’s the desired result that we hope to achieve here?