Product Strategist

Strategic toolkit for Head of Product to drive vision, alignment, and organizational excellence.

Quick Start
Core Capabilities
Workflow: Strategic Planning Session
OKR Cascade Generator
Reference Documents

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%
============================================================

🏢 COMPANY OKRS

📌 CO-1: Accelerate user acquisition and market expansion
   └─ CO-1-KR1: Increase MAU from 100000 to 150000
   └─ CO-1-KR2: Achieve 150000% MoM growth rate
   └─ CO-1-KR3: Expand to 150000 new markets

📌 CO-2: Achieve product-market fit in new segments
   └─ CO-2-KR1: Reduce CAC by 150000%
   └─ CO-2-KR2: Improve activation rate to 150000%
   └─ CO-2-KR3: Increase MAU from 100000 to 150000

📌 CO-3: Build sustainable growth engine
   └─ CO-3-KR1: Achieve 150000% MoM growth rate
   └─ CO-3-KR2: Expand to 150000 new markets
   └─ CO-3-KR3: Reduce CAC by 150000%

🚀 PRODUCT OKRS

📌 PO-1: Build viral product features and market expansion
   ↳ Supports: CO-1
   └─ PO-1-KR1: Increase product MAU from 100000 to 45000.0
   └─ PO-1-KR2: Achieve 45000.0% feature adoption rate

📌 PO-2: Validate product hypotheses in new segments
   ↳ Supports: CO-2
   └─ PO-2-KR1: Reduce product onboarding efficiency by 45000.0%
   └─ PO-2-KR2: Improve activation rate to 45000.0%

📌 PO-3: Create product-led growth loops engine
   ↳ Supports: CO-3
   └─ PO-3-KR1: Achieve 45000.0% feature adoption rate
   └─ PO-3-KR2: Expand to 45000.0 new markets

👥 TEAM OKRS

Growth Team:
  📌 GRO-1: Build viral product features through acquisition and activation
     └─ GRO-1-KR1: [Growth] Increase product MAU from 100000 to 11250.0
     └─ GRO-1-KR2: [Growth] Achieve 11250.0% feature adoption rate

Platform Team:
  📌 PLA-1: Build viral product features through infrastructure and reliability
     └─ PLA-1-KR1: [Platform] Increase product MAU from 100000 to 11250.0
     └─ PLA-1-KR2: [Platform] Achieve 11250.0% feature adoption rate


📊 ALIGNMENT MATRIX

Company → Product → Teams
----------------------------------------

CO-1
  ├─ PO-1
    └─ GRO-1 (Growth)
    └─ PLA-1 (Platform)

CO-2
  ├─ PO-2

CO-3
  ├─ PO-3


🎯 ALIGNMENT SCORES
----------------------------------------
✓ Vertical Alignment: 100.0%
! Horizontal Alignment: 75.0%
✓ Coverage: 100.0%
✓ Balance: 97.5%
✓ Overall: 94.0%

✅ Overall alignment is GOOD (≥80%)

Example 2: JSON Output

Command:

python scripts/okr_cascade_generator.py retention --json

Output (truncated):

{
  "quarter": "Q1 2025",
  "strategy": "retention",
  "company": {
    "level": "Company",
    "objectives": [
      {
        "id": "CO-1",
        "title": "Create lasting customer value and loyalty",
        "owner": "CEO",
        "key_results": [
          {
            "id": "CO-1-KR1",
            "title": "Improve retention from 100000% to 150000%",
            "current": 100000,
            "target": 150000
          }
        ]
      }
    ]
  },
  "product": {
    "level": "Product",
    "contribution": 0.3,
    "objectives": [...]
  },
  "teams": [...],
  "alignment_scores": {
    "vertical_alignment": 100.0,
    "horizontal_alignment": 75.0,
    "coverage": 100.0,
    "balance": 97.5,
    "overall": 94.0
  },
  "config": {
    "teams": ["Growth", "Platform", "Mobile", "Data"],
    "product_contribution": 0.3
  }
}

See references/examples/sample_growth_okrs.json for a complete example.

Reference Documents

Document	Description
`references/okr_framework.md`	OKR methodology, writing guidelines, alignment scoring
`references/strategy_types.md`	Detailed breakdown of all 5 strategy types with examples
`references/examples/sample_growth_okrs.json`	Complete sample output for growth strategy

Best Practices

OKR Cascade

Limit to 3-5 objectives per level
Each objective should have 3-5 key results
Key results must be measurable with current and target values
Validate parent-child relationships before finalizing

Alignment Scoring

Target >80% overall alignment
Investigate any score below 60%
Balance scores ensure no team is overloaded
Horizontal alignment prevents conflicting goals

Team Configuration

Configure teams to match your actual org structure
Adjust contribution percentages based on team size
Platform/Infrastructure teams often support all objectives
Specialized teams (ML, Data) may only support relevant objectives

Quick Reference

# Common commands
python scripts/okr_cascade_generator.py growth               # Default growth
python scripts/okr_cascade_generator.py retention            # Retention focus
python scripts/okr_cascade_generator.py revenue -c 0.4       # 40% contribution
python scripts/okr_cascade_generator.py growth --json        # JSON export
python scripts/okr_cascade_generator.py growth -t "A,B,C"    # Custom teams

Tool Reference

okr_cascade_generator.py

Generates aligned OKRs from company strategy down to product and team levels with alignment scoring.

Flag	Type	Default	Description
`strategy`	positional	growth	Strategy type: `growth`, `retention`, `revenue`, `innovation`, `operational`
`--teams`, `-t`	string	Growth,Platform,Mobile,Data	Comma-separated team names
`--contribution`, `-c`	float	0.3	Product contribution to company OKRs (0-1)
`--json`, `-j`	flag	False	Output as JSON instead of dashboard
`--metrics`, `-m`	string	sample metrics	Metrics as JSON string

Alignment scores generated:

Vertical alignment: How well each level supports the level above (target: >90%)
Horizontal alignment: How well teams coordinate with each other (target: >75%)
Coverage: What percentage of company OKRs are addressed by product (target: >80%)
Balance: Whether work is evenly distributed across teams (target: >80%)
Overall: Weighted composite score (target: >80%)

python scripts/okr_cascade_generator.py growth
python scripts/okr_cascade_generator.py retention --teams "Engineering,Design,Data,Growth"
python scripts/okr_cascade_generator.py revenue --contribution 0.4 --json
python scripts/okr_cascade_generator.py innovation --metrics '{"current": 50000, "target": 100000}'

Troubleshooting

Problem	Cause	Solution
Overall alignment score <60%	Too many orphaned objectives without parent link	Reduce objective count; ensure every product OKR maps to a company OKR
Horizontal alignment low	Teams working on isolated goals	Identify shared objectives; add cross-team key results
Balance score low	One team overloaded with objectives	Redistribute objectives; adjust team contribution percentages
Key results not measurable	Template uses vague language	Replace every KR with specific current/target numbers and timeframe
Contribution percentage unrealistic	Product team cannot own 50%+ of company KR	Calibrate with other functions (sales, marketing); 25-35% is typical
Teams report OKR fatigue	Too many objectives per team	Limit to 3 objectives and 3-5 key results per team per quarter
OKRs disconnected from daily work	Sprint work not mapped to OKRs	Link every epic/story to a team-level key result

Success Criteria

Criterion	Target	How to Measure
Overall alignment score	>80%	okr_cascade_generator alignment output
OKR completion rate	>70% of KRs hit target	End-of-quarter KR progress review
Cascade coverage	100% of company OKRs have product children	Coverage score in alignment output
Planning velocity	<4 hours from strategy to team OKRs	Time from generator run to stakeholder approval
Quarterly check-in cadence	Bi-weekly progress reviews	Count of check-in meetings held
OKR quality	All KRs have current + target values	Audit key results for measurability
Team buy-in	>80% of teams confirm OKR relevance	Survey after OKR rollout

Scope & Limitations

In scope:

Company-to-team OKR cascade generation
Five strategy templates (growth, retention, revenue, innovation, operational)
Alignment scoring across vertical and horizontal dimensions
Custom team structure configuration
Contribution percentage modeling
JSON export for OKR tracking tools

Out of scope:

OKR progress tracking over time (use Lattice, Ally, or Workboard)
Automated metric collection (connect to analytics platforms)
Individual contributor OKR generation
Cross-functional OKRs beyond product (sales, marketing, etc.)
Historical OKR analysis and trend reporting
Board-level strategic planning frameworks

Integration Points

Tool / Platform	Integration Method	Use Case
Lattice / Ally / Workboard	`--json` export	Import OKRs into tracking platform
Notion / Confluence	Human-readable dashboard output	Document quarterly OKRs for team access
Google Sheets	JSON-to-spreadsheet conversion	Executive OKR summary
product-manager-toolkit	OKRs inform RICE reach/impact values	Connect objectives to feature prioritization
agile-product-owner	Team OKRs guide epic selection	Sprint planning aligned with quarterly goals
Slack	Dashboard output summary	Async OKR rollout communication

product-strategist

Product Strategist

Table of Contents

Quick Start

Generate OKRs for Your Team

Core Capabilities

Workflow: Strategic Planning Session

Step 1: Define Strategic Focus

Step 2: Gather Input Metrics

Step 3: Configure Team Structure

Step 4: Generate OKR Cascade

Step 5: Review Alignment Scores

Step 6: Refine and Validate

Step 7: Export and Track

PESTEL Analysis Framework

When to Use

PESTEL Template

Next Steps After PESTEL

TAM-SAM-SOM Market Sizing

When to Use

Market Sizing Framework

Step 1: Define the Problem Space

Step 2: Define Geographic Scope

Step 3: Identify Industry Segments

Step 4: Define Customer Profile

TAM-SAM-SOM Template

Market Sizing Tips

OKR Cascade Generator

Usage

Configuration Options

Input/Output Examples

Example 1: Growth Strategy (Dashboard Output)

Example 2: JSON Output

Reference Documents

Best Practices

OKR Cascade

Alignment Scoring

Team Configuration

Quick Reference

Tool Reference

okr_cascade_generator.py

Troubleshooting

Success Criteria

Scope & Limitations

Integration Points