product-strategist

name product-strategist description Strategic product leadership toolkit for Head of Product including OKR cascade generation, market analysis, vision setting, and team scaling. Use for strategic planning, goal alignment, competitive analysis, and organizational design. license MIT + Commons Clause metadata {"version":"1.0.0","author":"borghei","category":"product","domain":"product-strategy","updated":"2026-03-31T00:00:00.000Z","tags":["product-strategy","market-analysis","competitive-analysis","positioning"]} Product Strategist Strategic toolkit for Head of Product to drive vision, alignment, and organizational excellence. Table of Contents Quick Start Core Capabilities Workflow: Strategic Planning Session OKR Cascade Generator Usage Configuration Options Input/Output Examples Reference Documents Clarify First Before generating the OKRs or analysis, confirm these inputs. If any is unknown or vague, ASK — do not assume: Strategy type — growth, retention, revenue, innovation, or operational (selects the OKR template and objectives) Current and target metrics — e.g. MAU 100k→150k, NPS 40→60 (drives measurable key results) Team structure — the teams receiving cascaded OKRs (drives the cascade and balance scoring) Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact. Quick Start Generate OKRs for Your Team # 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 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 Workflow: Strategic Planning Session A step-by-step guide for running a quarterly strategic planning session. Step 1: Define Strategic Focus Choose the primary strategy type based on company priorities: 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 on each strategy. Step 2: Gather Input Metrics Collect current state metrics to inform OKR targets: # Example metrics JSON { "current" : 100000, # Current MAU "target" : 150000, # Target MAU "current_nps" : 40, # Current NPS "target_nps" : 60 # Target NPS } Step 3: Configure Team Structure Define the teams that will receive cascaded OKRs: # Default teams python scripts/okr_cascade_generator.py growth # Custom teams for your organization python scripts/okr_cascade_generator.py growth --teams "Core,Platform,Mobile,AI" Step 4: Generate OKR Cascade Run the generator to create aligned OKRs: python scripts/okr_cascade_generator.py growth --contribution 0.3 Step 5: Review Alignment Scores Check the alignment scores in the output: Score Target Action Vertical Alignment >90% Ensure all objectives link to parent Horizontal Alignment >75% Check for team coordination Coverage >80% Validate all company OKRs are addressed Balance >80% Redistribute if one team is overloaded Overall >80% Good alignment; <60% needs restructuring Step 6: Refine and Validate 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) Step 7: Export and Track Export OKRs for your tracking system: # JSON for tools like Lattice, Ally, Workboard python scripts/okr_cascade_generator.py growth --json > q1_okrs.json PESTEL Analysis Framework Evaluate macro-environment forces that impact product strategy. PESTEL is a decision lens, not a checklist -- use it to inform roadmap decisions, identify threats before they materialize, and spot opportunities competitors miss. When to Use Annual/quarterly strategic planning sessions. Entering a new market or geography. Evaluating regulatory or economic changes that affect your product. Pre-investment analysis for new product lines. PESTEL Template ## PESTEL Analysis **Product/Company:** [Name] **Analysis Purpose:** [Decision this analysis informs] **Time Horizon:** [e.g., 12 months, 3 years] **Geography/Scope:** [e.g., US, EU, Global] ### 1. Political Factors | Factor | Impact | Opp/Threat | Product Implication | |---|---|---|---| | Government policies | | | | | Political stability | | | | | Trade regulations | | | | | Taxation policy | | | | ### 2. Economic Factors | Factor | Impact | Opp/Threat | Product Implication | |---|---|---|---| | Economic growth | | | | | Inflation rate | | | | | Exchange rates | | | | | Consumer spending | | | | ### 3. Social Factors | Factor | Impact | Opp/Threat | Product Implication | |---|---|---|---| | Demographics | | | | | Cultural trends | | | | | Lifestyle changes | | | | | Consumer attitudes | | | | ### 4. Technological Factors | Factor | Impact | Opp/Threat | Product Implication | |---|---|---|---| | Tech advancements | | | | | R&D activity | | | | | Automation | | | | | Digital transformation | | | | ### 5. Environmental Factors | Factor | Impact | Opp/Threat | Product Implication | |---|---|---|---| | Climate change | | | | | Sustainability | | | | | Resource scarcity | | | | | Environmental regs | | | | ### 6. Legal Factors | Factor | Impact | Opp/Threat | Product Implication | |---|---|---|---| | Compliance requirements | | | | | IP rights | | | | | Employment laws | | | | | Health & safety regs | | | | ### Strategic Synthesis - **Top 3 Opportunities:** [List] - **Top 3 Threats:** [List] - **Strategic Implications for Product:** [List] ### Assumptions to Validate - [Assumption 1] - [Assumption 2] Next Steps After PESTEL Generate a mitigation and monitoring plan (Recommended) Convert into a one-page executive risk brief Generate scenario planning for best/base/worst case Map top threats into roadmap guardrails TAM-SAM-SOM Market Sizing Estimate market size for product opportunities using Total Addressable Market, Serviceable Available Market, and Serviceable Obtainable Market analysis. When to Use Evaluating new product or feature investment. Preparing investor or board presentations. Comparing market opportunities across product lines. Go-to-market planning and resource allocation. Market Sizing Framework Step 1: Define the Problem Space Describe the problem your product solves. Be specific about the job-to-be-done, not the product category. Step 2: Define Geographic Scope Specify the geographic region (e.g., US, Europe, Global) and relevant data sources: Region Primary Data Sources US Census Bureau, BLS, industry trade orgs Europe Eurostat, local statistical agencies Global World Bank, IMF, global industry reports Step 3: Identify Industry Segments What specific industry or market segments does this problem relate to? Step 4: Define Customer Profile Who are the potential customers? Define by problem characteristics, not demographics. TAM-SAM-SOM Template ## Market Sizing Analysis **Problem Space:** [Description] **Geographic Region:** [Scope] **Industry Segments:** [Relevant segments] **Customer Profile:** [Who is affected] ### Total Addressable Market (TAM) - **Description:** The total market demand for the problem space - **Population Estimate:** [Number of potential users/organizations] - **Market Size Estimate:** $[Annual revenue opportunity] - **Methodology:** [Top-down from industry reports / Bottom-up from customer count] - **Data Sources:** [List sources] ### Serviceable Available Market (SAM) - **Segment of TAM:** [The portion you can realistically serve] - **Filters Applied:** [Geography, segment, capability constraints] - **Population Estimate:** [Number] - **Market Size Estimate:** $[Amount] - **SAM as % of TAM:** [Percentage] ### Serviceable Obtainable Market (SOM) - **Realistically Capturable:** [What you can win in 1-3 years] - **Competitive Position:** [Your share vs. alternatives] - **Population Estimate:** [Number] - **Market Size Estimate:** $[Amount] - **SOM as % of SAM:** [Percentage] ### Assumptions & Risks - [Key assumption about market size] - [Key assumption about capture rate] - [Risk that could shrink the market] Market Sizing Tips Top-down: Start from industry reports, narrow by filters. Good for ballpark estimates. Bottom-up: Count potential customers, multiply by expected revenue per customer. More credible for investors. Triangulate: Use both methods and reconcile. Significant gaps indicate wrong assumptions. SOM is typically 1-5% of SAM for startups, 10-20% for established companies in year 1. OKR Cascade Generator Automatically cascades company OKRs down to product and team levels with alignment tracking. Usage python scripts/okr_cascade_generator.py [strategy] [options] Strategies: growth - User acquisition and market expansion retention - Customer value and churn reduction revenue - Revenue growth and monetization innovation - Product differentiation and leadership operational - Efficiency and organizational excellence 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 Examples: # Custom teams python scripts/okr_cascade_generator.py retention \ --teams "Engineering,Design,Data,Growth" # Higher product contribution python scripts/okr_cascade_generator.py revenue --contribution 0.4 # Full customization python scripts/okr_cascade_generator.py innovation \ --teams "Core,Platform,ML" \ --contribution 0.5 \ --json Input/Output Examples Example 1: Growth Strategy (Dashboard Output) Command: python scripts/okr_cascade_generator.py growth Output: ============================================================ OKR CASCADE DASHBOARD Quarter: Q1 2025 Strategy: GROWTH Teams: Growth, Platform, Mobile, Data Product Contribution: 30%