Product Strategist

# Product Strategist Strategic toolkit for Head of Product to drive vision, alignment, and organizational excellence. --- ## Core Capabilities | Capability | Description | Tool | |------------|-------------|------| | **OKR Cascade** | Generate aligned OKRs from company to team level | `okr_cascade_generator.py` | | **Alignment Scoring** | Measure vertical and horizontal alignment | Built into generator | | **Strategy Templates** | 5 pre-built strategy types | Growth, Retention, Revenue, Innovation, Operational | | **Team Configuration** | Customize for your org structure | `--teams` flag | --- ## Quick Start ```bash # Growth strategy with default teams python scripts/okr_cascade_generator.py growth # Retention strategy with custom teams python scripts/okr_cascade_generator.py retention --teams "Engineering,Design,Data" # Revenue strategy with 40% product contribution python scripts/okr_cascade_generator.py revenue --contribution 0.4 # Export as JSON for integration python scripts/okr_cascade_generator.py growth --json > okrs.json ``` --- ## Workflow: Quarterly Strategic Planning ### Step 1: Define Strategic Focus | Strategy | When to Use | |----------|-------------| | **Growth** | Scaling user base, market expansion | | **Retention** | Reducing churn, improving LTV | | **Revenue** | Increasing ARPU, new monetization | | **Innovation** | Market differentiation, new capabilities | | **Operational** | Improving efficiency, scaling operations | See `references/strategy_types.md` for detailed guidance. ### Step 2: Gather Input Metrics ```json { "current": 100000, // Current MAU "target": 150000, // Target MAU "current_nps": 40, // Current NPS "target_nps": 60 // Target NPS } ``` ### Step 3: Configure Teams & Run Generator ```bash # Default teams python scripts/okr_cascade_generator.py growth # Custom org structure with contribution percentage python scripts/okr_cascade_generator.py growth \ --teams "Core,Platform,Mobile,AI" \ --contribution 0.3 ``` ### Step 4: Review Alignment Scores | Score | Target | Action if Below | |-------|--------|-----------------| | Vertical Alignment | >90% | Ensure all objectives link to parent | | Horizontal Alignment | >75% | Check for team coordination gaps | | Coverage | >80% | Validate all company OKRs are addressed | | Balance | >80% | Redistribute if one team is overloaded | | **Overall** | **>80%** | <60% needs restructuring | ### Step 5: Refine, Validate, and Export Before finalizing: - [ ] Review generated objectives with stakeholders - [ ] Adjust team assignments based on capacity - [ ] Validate contribution percentages are realistic - [ ] Ensure no conflicting objectives across teams - [ ] Set up tracking cadence (bi-weekly check-ins) ```bash # Export JSON for tools like Lattice, Ally, Workboard python scripts/okr_cascade_generator.py growth --json > q1_okrs.json ``` --- ## OKR Cascade Generator ### Usage ```bash python scripts/okr_cascade_generator.py [strategy] [options] ``` **Strategies:** `growth` | `retention` | `revenue` | `innovation` | `operational` ### Configuration Options | Option | Description | Default | |--------|-------------|---------| | `--teams`, `-t` | Comma-separated team names | Growth,Platform,Mobile,Data | | `--contribution`, `-c` | Product contribution to company OKRs (0-1) | 0.3 (30%) | | `--json`, `-j` | Output as JSON instead of dashboard | False | | `--metrics`, `-m` | Metrics as JSON string | Sample metrics | ### Output Examples #### Dashboard Output (`growth` strategy) ``` ============================================================ OKR CASCADE DASHBOARD Quarter: Q1 2025 | Strategy: GROWTH Teams: Growth, Platform, Mobile, Data | Product Contribution: 30% ============================================================ 🏢 COMPANY OKRS 📌 CO-1: Accelerate user acquisition and market expansion └─ CO-1-KR1: Increase MAU from 100,000 to 150,000 └─ CO-1-KR2: Achieve 50% MoM growth rate └─ CO-1-KR3: Expand to 3 new markets 📌 CO-2: Achieve product-market fit in new segments 📌 CO-3: Build sustainable growth engine 🚀 PRODUCT OKRS 📌 PO-1: Build viral product features and market expansion ↳ Supports: CO-1 └─ PO-1-KR1: Increase product MAU to 45,000 └─ PO-1-KR2: Achieve 45% feature adoption rate 👥 TEAM OKRS Growth Team: 📌 GRO-1: Build viral product features through acquisition and activation └─ GRO-1-KR1: Increase product MAU to 11,250 └─ GRO-1-KR2: Achieve 11.25% feature adoption rate 🎯 ALIGNMENT SCORES ✓ Vertical Alignment: 100.0% ! Horizontal Alignment: 75.0% ✓ Coverage: 100.0% | ✓ Balance: 97.5% | ✓ Overall: 94.0% ✅ Overall alignment is GOOD (≥80%) ``` #### JSON Output (`retention --json`, truncated) ```json { "quarter": "Q1 2025", "strategy": "retention", "company": { "objectives": [ { "id": "CO-1", "title": "Create lasting customer value and loyalty", "key_results": [ { "id": "CO-1-KR1", "title": "Improve retention from 70% to 85%", "current": 70, "target": 85 } ] } ] }, "product": { "contribution": 0.3, "objectives": ["..."] }, "teams": ["..."], "alignment_scores": { "vertical_alignment": 100.0, "horizontal_alignment": 75.0, "coverage": 100.0, "balance": 97.5, "overall": 94.0 } } ``` See `references/examples/sample_growth_okrs.json` for a complete example. --- ## Reference Documents | Document | Description | |----------|-------------| | `references/okr_framework.md` | OKR methodology, writing guidelines, alignment scoring | | `references/strategy_types.md` | Detailed breakdown of all 5 strategy types with examples | | `references/examples/sample_growth_okrs.json` | Complete sample output for growth strategy | --- ## Best Practices ### OKR Cascade - Limit to 3-5 objectives per level, each with 3-5 key results - Key results must be measurable with current and target values - Validate parent-child relationships before finalizing ### Alignment Scoring - Target >80% overall alignment; investigate any score below 60% - Balance scores ensure no team is overloaded - Horizontal alignment prevents conflicting goals across teams ### Team Configuration - Configure teams to match your actual org structure - Adjust contribution percentages based on team size - Platform/Infrastructure teams often support all objectives - Specialized teams (ML, Data) may only support relevant objectives ## Related Skills - **Senior PM** (`project-management/senior-pm/`) — Portfolio management and risk analysis inform strategic planning - **Competitive Teardown** (`product-team/competitive-teardown/`) — Competitive intelligence feeds product strategy