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Toolkit Setup
Cycle Planning
Feature Requests
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Release Management
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Toolkit Setup

Everything you need to build out a toolkit to lead and empower a product team of any size.

Quickstart: Doc set-up and preliminary planning

Before diving into the tools, you’ll need to customize your doc for your team. Here are the steps I recommend going through first:
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Set-up your Product Squads
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Set-up your Planning Teams
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Schedule your Workshop Sessions & Kickoff
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Conduct your planning workshops
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Turn on the automations in this doc by clicking Doc settings ⚙️ → Automations → Toggle on

Your PM Toolkit

With your set-up and planning out of the way, you have a set of foundational PM tools at your disposal.

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Cycle Planning
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Use this OKR-based approach to plan a high-level roadmap for a seasonal (or quarterly) temporal period (or cadence).
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Playbook
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- A walkthrough of my approach to cycle planning using OKRs.
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Planning
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- Guide and tools for running cycle planning workshops.
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Key Views
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- Review of product OKRs.
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Edits & Updates
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- Create your cycle and make edits to your OKRs as needed.
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KR Status Updates
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- Team OKR status updates

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Feature Requests
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Point this page to stakeholders so they can submit Feature Requests.
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Triage Feature Requests
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- Add requests to your roadmap (or not).
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Your Feature Requests
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- See all of your feature requests and their status in one place!

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Roadmap
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Manage and communicate statuses for all product initiatives across squads. And provide a means for easily generating a Jira Story from each roadmap entry.
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Active Projects
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- Provides an up-to-date, holistic view across squads of the status of every initiaitve. Updated on Fridays
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Add OKR Initiatives
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- Provides a means of “pulling” in initiatives from Cycle planning into the roadmap;
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Prioritisation
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- Allows teams to apply a RICE score to their initiatives.
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Launch Cal
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- A launch calendar to view recent and upcoming launches
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Team Pages
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- View roadmaps for each squad.

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Release Management
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Used for managing major releases (epics in a coordinated and transparent way)
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Template
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- Create a release board for your major initiatives / Epics.

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Team
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Create and manage your teams here. This toolkit is based around
Product Squads
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as the core team, with functional
Planning Teams
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as an extension of the squads. Don’t forget that product is a team sport. If you’re not heavily engaging stakeholders you are doing it wrong.

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Resources
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A curated set of resources that I’ve found to be invaluable for product managers.
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Books
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