product-strategist

# Product Strategist

## Overview

This skill provides [TODO: Add 2-3 sentence overview].

**Core Value:** [TODO: Add value proposition with metrics]

**Target Audience:** [TODO: Define target users]

**Use Cases:** [TODO: List 3-5 primary use cases]


## Core Capabilities

- **[Capability 1]** - [Description]
- **[Capability 2]** - [Description]
- **[Capability 3]** - [Description]
- **[Capability 4]** - [Description]


## Key Workflows

### Workflow 1: [Workflow Name]

**Time:** [Duration estimate]

**Steps:**
1. [Step 1]
2. [Step 2]
3. [Step 3]

**Expected Output:** [What success looks like]

### Workflow 2: [Workflow Name]

**Time:** [Duration estimate]

**Steps:**
1. [Step 1]
2. [Step 2]
3. [Step 3]

**Expected Output:** [What success looks like]


Strategic toolkit for Head of Product to drive vision, alignment, and organizational excellence. This skill provides Python tools for OKR cascading, comprehensive frameworks for strategy development, and battle-tested templates for vision documents and strategic planning.

**What This Skill Provides:**
- OKR cascade generator with alignment tracking
- Strategic planning frameworks (growth, retention, revenue, innovation, operational)
- Market analysis and competitive positioning methods
- Team scaling and organizational design patterns
- North Star metric framework

**Best For:**
- Cascading company OKRs to product and team levels
- Strategic planning and quarterly goal-setting
- Market analysis and competitive positioning
- Team scaling and organizational design
- Aligning product strategy with business objectives

## Quick Start

### Generate OKR Cascade
```bash
# Growth strategy
python scripts/okr_cascade_generator.py growth

# Retention strategy
python scripts/okr_cascade_generator.py retention

# Revenue strategy
python scripts/okr_cascade_generator.py revenue
```

### OKR Structure
**Objective:** Inspiring, qualitative goal (what you want to achieve)
**Key Results:** 2-5 measurable outcomes (how you'll know you achieved it)

```
Objective: Become #1 platform for mid-market sales teams

Key Result 1: Increase enterprise signups from 50 to 200/month
Key Result 2: Improve NPS from 35 to 50
Key Result 3: Achieve 95% retention rate (up from 88%)
```

See [frameworks.md](references/frameworks.md) for complete OKR methodology.

## Core Workflows

### 1. Quarterly OKR Planning Process

**Steps:**
1. Define company strategic priorities
2. Generate OKR cascade: `python scripts/okr_cascade_generator.py [strategy]`
3. Review alignment scores (target: >75%)
4. Customize OKRs to your context
5. Assign owners and set tracking dashboards
6. Review weekly, grade quarterly

**OKR Cascade Levels:**
- **Company:** 3-5 objectives, 3 key results each
- **Product:** 2-3 objectives aligned to company
- **Team:** 1-2 objectives per team

**Alignment Scoring:**
- 90-100%: Excellent alignment
- 75-89%: Good alignment
- 60-74%: Moderate (review)
- <60%: Poor (needs revision)

**Detailed Framework:** See [frameworks.md](references/frameworks.md) for OKR structure, scoring, and review cadence.

**Templates:** See [templates.md](references/templates.md) for company, product, and team OKR templates.

### 2. Strategic Planning Process

**Annual Planning:**
1. Analyze market position (TAM/SAM/SOM)
2. Conduct competitive analysis
3. Define strategic priorities (3-5 max)
4. Create product vision document
5. Set annual OKRs and quarterly themes
6. Plan resources and hiring

**Strategy Types:**
- **Growth:** User/revenue acquisition
- **Retention:** LTV and churn reduction
- **Revenue:** Monetization optimization
- **Innovation:** New products/markets
- **Operational:** Efficiency and scale

**Strategy Selection Tool:**
```bash
python scripts/okr_cascade_generator.py [growth|retention|revenue|innovation|operational]
```

**Detailed Frameworks:** See [frameworks.md](references/frameworks.md) for each strategy type, market analysis methods, and vision-setting.

**Templates:** See [templates.md](references.md) for annual strategic plan and product vision document templates.

### 3. Team Scaling Process

**Hiring Planning:**
1. Calculate team capacity needs
2. Define team structure (feature vs component teams)
3. Create hiring plan (roles, timeline, budget)
4. Design team charters
5. Set success metrics per team

**Team Structure Patterns:**
- **Feature Teams:** Own end-to-end product area (recommended)
- **Platform Teams:** Provide internal services
- **Enabling Teams:** Help others overcome obstacles

**PM-to-Engineer Ratios:**
- Early stage: 1 PM : 3-5 engineers
- Scaling: 1 PM : 6-10 engineers
- Enterprise: 1 PM : 8-12 engineers

**Detailed Frameworks:** See [frameworks.md](references/frameworks.md) for team topologies, Spotify model, Conway's Law implications.

**Templates:** See [templates.md](references/templates.md) for hiring plans and team charter templates.

## Python Tools

### okr_cascade_generator.py
Automated OKR hierarchy generator with alignment tracking.

**Key Features:**
- 5 pre-built strategy templates
- Three-level cascade (company → product → team)
- Alignment score calculation
- Contribution percentage tracking
- Multiple output formats (text, JSON, CSV)
- Detailed metric definitions

**Usage:**
```bash
# Generate growth strategy OKRs
python3 scripts/okr_cascade_generator.py growth

# With detailed metrics
python3 scripts/okr_cascade_generator.py growth --metrics

# JSON output for dashboards
python3 scripts/okr_cascade_generator.py growth -o json -f okrs.json

# CSV for spreadsheets
python3 scripts/okr_cascade_generator.py growth -o csv -f okrs.csv

# Verbose mode (detailed explanations)
python3 scripts/okr_cascade_generator.py growth -v
```

**Available Strategies:**
- **growth:** User acquisition and market expansion
- **retention:** Customer LTV and churn reduction
- **revenue:** Monetization and ARPU optimization
- **innovation:** New products and market opportunities
- **operational:** Efficiency, scalability, technical excellence

**Output Includes:**
- Company-level objectives and key results
- Product-level OKRs with alignment scores
- Team-level OKRs with contribution percentages
- Metric definitions and tracking guidance

**Complete Documentation:** See [tools.md](references/tools.md) for full usage guide, strategy templates, and integration patterns.

### okr_lifecycle.py
OKR lifecycle manager for tracking progress throughout the quarter.

**Key Features:**
- Weekly check-ins with progress tracking
- Progress dashboard with health scores
- Initiative linking and coverage analysis
- End-of-quarter grading (0.0-1.0 scale)
- Retrospective generation
- Quarter-over-quarter comparison

**Usage:**
```bash
# Record weekly check-in
python3 scripts/okr_lifecycle.py checkin okrs.json CO-1-KR1 108000 --confidence 0.8 --notes "Strong week"

# View progress dashboard
python3 scripts/okr_lifecycle.py status okrs.json

# Link initiative to KR
python3 scripts/okr_lifecycle.py initiatives okrs.json link --kr-id CO-1-KR1 --name "Q1 Campaign" --contribution 40

# Grade all KRs at end of quarter
python3 scripts/okr_lifecycle.py grade okrs.json --all --auto

# Generate retrospective
python3 scripts/okr_lifecycle.py retro okrs.json

# Compare quarters
python3 scripts/okr_lifecycle.py compare q1_okrs.json q4_okrs.json
```

**Subcommands:**
- **checkin:** Record weekly progress (value, confidence, notes)
- **status:** View progress dashboard with health scores
- **initiatives:** Link KRs to projects/epics, track coverage
- **grade:** End-of-quarter scoring (0.0-1.0 scale)
- **retro:** Generate retrospective analysis
- **compare:** Quarter-over-quarter trend analysis

**Scoring Scale (from OKR methodology):**
| Score | Status | Meaning |
|-------|--------|---------|
| 0.0-0.3 | Red | Significant miss |
| 0.4-0.6 | Yellow | Made progress but fell short |
| 0.7-0.9 | Green | Achieved, stretch goal hit |
| 1.0 | Exceeded | Too easy, raise bar next time |

**Workflow Integration:**
1. Create OKRs: `python3 scripts/okr_cascade_generator.py growth -o json -f okrs.json`
2. Weekly: `python3 scripts/okr_lifecycle.py checkin okrs.json <KR_ID> <value>`
3. Check status: `python3 scripts/okr_lifecycle.py status okrs.json`
4. End of quarter: `python3 scripts/okr_lifecycle.py grade okrs.json --all --auto`
5. Retrospective: `python3 scripts/okr_lifecycle.py retro okrs.json`

## Reference Documentation

### Frameworks ([frameworks.md](references/frameworks.md))
Comprehensive strategic frameworks:
- OKR Framework: Structure, scoring, cascading, review cadence
- Strategy Cascade: Growth, retention, revenue, innovation, operational strategies
- Market Analysis: Competitive matrix, Porter's Five Forces, TAM/SAM/SOM
- Vision Setting: Vision statement format, strategy canvas, Blue Ocean strategy
- Team Scaling: Team topologies, Spotify model, Conway's Law, scaling principles
- North Star Metric: Finding your North Star, input metrics, framework template

### Templates ([templates.md](references/templates.md))
Ready-to-use templates:
- OKR Templates: Company-level, product team, complete examples
- Strategic Planning: Annual strategic plan, product vision document
- Team Scaling: Hiring plan, team charter templates
- Example OKRs: Complete examples for each strategy type

### Tools ([tools.md](references/tools.md))
Python tool documentation:
- okr_cascade_generator.py: Complete usage guide
- Strategy Templates: Detailed description of each strategy
- Output Formats: Text, JSON, CSV examples
- Alignment Scoring: Formula and interpretation
- Contribution Tracking: How percentages are calculated
- Integration Patterns: Dashboard, spreadsheet, Confluence, Slack
- Customization Guide: Modifying templates and alignment weights
- Troubleshooting: Common issues and solutions

## Integration Points

This toolkit integrates with:
- **OKR Tools:** Lattice, 15Five, Workboard, Ally.io
- **Analytics:** Amplitude, Mixpanel, Tableau, Looker
- **Documentation:** Confluence, Notion, Google Docs
- **Collaboration:** Slack, Teams, Miro
- **Project Management:** Jira, Asana, Monday.com

See [tools.md](references/tools.md) for detailed integration workflows.

## Quick Commands

```bash
# Generate OKRs for different strategies
python scripts/okr_cascade_generator.py growth
python scripts/okr_cascade_generator.py retention
python scripts/okr_cascade_generator.py revenue
python scripts/okr_cascade_generator.py innovation
python scripts/okr_cascade_generator.py operational

# With metric definitions
python scripts/okr_cascade_generator.py growth --metrics

# Export formats
python scripts/okr_cascade_generator.py growth -o json -f okrs.json
python scripts/okr_cascade_generator.py growth -o csv -f okrs.csv

# Verbose output
python scripts/okr_cascade_generator.py growth -v
```