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Gannon’s CPO Toolkit: Cross-functional Product Planning & Execution at Scale
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Gannon’s CPO Toolkit: Cross-functional Product Planning & Execution at Scale
Gannon’s CPO Toolkit: Cross-functional Product Planning & Execution at Scale
Gannon’s CPO Toolkit: Cross-functional Product Planning & Execution at Scale
Toolkit Setup
Cycle Planning
Playbook
Planning Playbook
About OKRs
Strategic Planning
Tactical Planning
Planning
Planning Schedule
Team Deliverables Tracker
Idea Crowdsourcing
Squad A Crowdsourcing
Squad B Crowdsourcing
Squad C Crowdsourcing
Key Views
Company OKRs
Team OKRs
Team Initiates
View Teams
Draft KRs
Edits & Updates
KR Status Updates
Update Mission
Add/Edit Objectives
Add/Edit KRs
Add/Edit Initiatives
Add/Edit Timeframes
Feature Requests
Triage Feature Requests
Your Feature Requests
Roadmap
Active Projects
Add OKR Initiatives
Prioritization
Launch Cal
Team Pages
Squad A
Squad B
Squad C
Project Update Log
All PRDs
All Projects
Release Management
Template
Releases
Categories
Team
Product Squads
Planning Teams
Resources
Books
Backend Data
Definitions
Mission
Initiatives
Timeframes
Cadence
Objectives
Key Results
Theme
KPIs
Docs: Initiatives
Feature Requests Table
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:
Set-up your Product Squads
Set-up your Planning Teams
Schedule your Workshop Sessions & Kickoff
Conduct your planning workshops
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.
Cycle Planning
Use this OKR-based approach to plan a high-level roadmap for a seasonal (or quarterly) temporal period (or cadence).
Playbook
- A walkthrough of my approach to cycle planning using OKRs.
Planning
- Guide and tools for running cycle planning workshops.
Key Views
- Review of product OKRs.
Edits & Updates
- Create your cycle and make edits to your OKRs as needed.
KR Status Updates
- Team OKR status updates
Feature Requests
Point this page to stakeholders so they can submit Feature Requests.
Triage Feature Requests
- Add requests to your roadmap (or not).
Your Feature Requests
- See all of your feature requests and their status in one place!
Roadmap
Manage and communicate statuses for all product initiatives across squads. And provide a means for easily generating a Jira Story from each roadmap entry.
Active Projects
- Provides an up-to-date, holistic view across squads of the status of every initiaitve. Updated on Fridays
Add OKR Initiatives
- Provides a means of “pulling” in initiatives from Cycle planning into the roadmap;
Prioritization
- Allows teams to apply a RICE score to their initiatives.
Launch Cal
- A launch calendar to view recent and upcoming launches
Team Pages
- View roadmaps for each squad.
Release Management
Used for managing major releases (epics in a coordinated and transparent way)
Template
- Create a release board for your major initiatives / Epics.
Team
Create and manage your teams here. This toolkit is based around
Product Squads
as the core team, with functional
Planning Teams
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.
Resources
A curated set of resources that I’ve found to be invaluable for product managers.
Books
Gallery
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