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Before jumping into templates, let’s clarify the overarching picture of product management.

Here are my most used templates and methods:

Type Name When to use it Author
Strategy https://drive.google.com/file/d/141yqID5MwCOZCCrNI342Wie-sVohPfb_/view?usp=share_link Once a quarter David Pereira
Strategy https://drive.google.com/file/d/1rG0ZVI3jt4eeT5rt50QJS9Y1es8gXHAV/view?usp=share_link Review it once a quarter David Pereira
Strategy https://bit.ly/3qcgVWt Starting a new product or evolving yours David Pereira
Strategy https://bit.ly/3KvwPBQ Setting a new product strategy or creating a new product Ash Maurya
Strategy https://bit.ly/3OIzLxK Defining the differentiation aspects of you and competition Ocean Strategy
Strategy https://bit.ly/3QtXBP0 Every quarter to set your roadmap Janna Bastow and adapted by me
Discovery https://drive.google.com/file/d/1v8uCalRMLVm4-8nC7wPxEps55jyE_Zo3/view?usp=share_link Once a quarter David Pereira
Discovery https://bit.ly/3Ylptqt At least once a quarter David Pereira
Discovery https://bit.ly/443A9Lr During your product discovery activities Teresa Torres
Discovery https://bit.ly/43XgvAL Before each interview David Pereira
Discovery https://bit.ly/43SyNU1 After the interview to document the results David Pereira
Discovery https://bit.ly/45luLVj Before testing an idea David Pereira
Discovery https://bit.ly/3qdSHLt After defining the assumptions David Bland
Discovery https://bit.ly/3ONyhCw Before running a product experiment David Pereira
Discovery https://bit.ly/3OJwgHb After running the product experiment David Pereira
Delivery https://drive.google.com/file/d/1QqMq1VN_KA3VBZ8uIn_12SP2kCmLrfZa/view?usp=share_link Once a quarter David Pereira
Delivery https://drive.google.com/file/d/1dOkkiuGjDeVaFgDpU9N615jEalwYUZDN/view?usp=share_link Once a quarter David Pereira
Delivery https://bit.ly/47oY5fd Before bringing items to your product backlog David Pereira
Delivery https://bit.ly/3Kwuuqt Every three months, to understand how to collaborate with people around you Aubrey Mendelow
Delivery https://drive.google.com/file/d/1xEaB_vaSge16Bx5t4-t88rH5jBCuISLX/view?usp=share_link Before running refining sessions David Pereira
Delivery https://drive.google.com/file/d/1K3fwyemuSHToDKiB4w25gzIbrjUg4gDK/view?usp=share_link Before planning your Sprints David Pereira
Delivery https://drive.google.com/file/d/13roR-7D6ZBkBTk1IO96KxSpMtkM12H7z/view?usp=share_link Before running your Sprint Reviews David Pereira
Delivery https://drive.google.com/file/d/12QhGaplsRtMe5dodaCuhWXOESuLSGe43/view?usp=share_link Before running your Sprint Retrospectives David Pereira
Delivery https://drive.google.com/file/d/1cLr48KYr8Zp3mBLIjP8JWo4zpoexXOrH/view?usp=share_link Apply it continuously in different frequencies and depths. weekly, monthly, and quarterly David Pereira