I know you’re busy because you’ve got a lot on your plate. Let me help you boost productivity to create value sooner.
Here are my most used templates and methods:
| Type | Name | When to use it | Author |
|---|---|---|---|
| Strategy | Product Strategy Health Check | Once a quarter | David Pereira |
| Strategy | Company Health Check | Once a quarter | David Pereira |
| Strategy | Product Principles | Review it once a quarter | David Pereira |
| Strategy | Product Vision | Starting a new product or evolving yours | David Pereira |
| Strategy | Lean Canvas | Setting a new product strategy or creating a new product | Ash Maurya |
| Strategy | Value Curve | Defining the differentiation aspects of you and competition | Ocean Strategy |
| Strategy | Roadmap | Every quarter to set your roadmap | Janna Bastow and adapted by me |
| Discovery | Product Discovery Health Check | Once a quarter | David Pereira |
| Discovery | Defining Business Outcomes | At least once a quarter | David Pereira |
| Discovery | Opportunity Solution Tree | During your product discovery activities | Teresa Torres |
| Discovery | Interview Preparation | Before each interview | David Pereira |
| Discovery | Interview Results | After the interview to document the results | David Pereira |
| Discovery | Identifying Assumptions | Before testing an idea | David Pereira |
| Discovery | Assumption Matrix | After defining the assumptions | David Bland |
| Discovery | Product Experiment | Before running a product experiment | David Pereira |
| Discovery | Experiment Results | After running the product experiment | David Pereira |
| Delivery | Product Delivery Health Check | Once a quarter | David Pereira |
| Delivery | Product Backlog Health Check | Once a quarter | David Pereira |
| Delivery | Prioritization Matrix | Before bringing items to your product backlog | David Pereira |
| Delivery | Stakeholder Matrix | Every three months, to understand how to collaborate with people around you | Aubrey Mendelow |
| Delivery | Backlog Refinement | Before running refining sessions | David Pereira |
| Delivery | Sprint Planning | Before planning your Sprints | David Pereira |
| Delivery | Sprint Review | Before running your Sprint Reviews | David Pereira |
| Delivery | Sprint Retrospective | Before running your Sprint Retrospectives | David Pereira |
| Delivery | Backlog Cleanup Routine | Apply it continuously in different frequencies and depths. weekly, monthly, and quarterly | David Pereira |