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The Playbook / Resources

Templates and guides to start practicing today.

16 downloadable templates across three tiers -- from quick start guides you can use in 30 minutes to scaffolding frameworks for ongoing practice.

Quick Start Guides

Step-by-step guides to get started with a practice in under 30 minutes.

How to Write a Great User Story

Product Management

A 4-step quick start guide for writing user stories that are small, vertical, and focused on what real people need -- not what the feature list says.

How to Run a Great Retrospective

Facilitation

A 4-step facilitation guide for running retrospectives that surface real issues and produce action items people actually follow through on.

How to Choose Between Great Ideas

Product Management

A 4-step quick start guide for prioritizing features, initiatives, or ideas using a 2x2 matrix. Helps your team move from "everything is important" to a clear, defensible action sequence.

How to Send a Great Stakeholder Update

Product Management

A 4-step quick start guide for writing stakeholder updates that get read, get responses, and keep leadership aligned without wasting anyone's time.

Workshop Templates

Structured session plans with agendas, exercises, and facilitation notes.

Discovery Assumptions & Risks Workshop

Product Management

A 4-step team activity for surfacing your riskiest assumptions, ranking them by impact, and choosing discovery activities to test them before you build the wrong thing.

Estimation & Sizing Guide

Product Management

A coaching guide for teaching teams how to estimate work using relative sizing -- not hours, not days, not absolute time. Covers the concepts, the scales, and Planning Poker as a facilitation technique.

Skills:/ipm-plan

Velocity & Forecasting Guide

Product Management

A coaching guide for understanding velocity as a capacity tool -- not a performance metric -- and using it to forecast delivery against a sized backlog.

Skills:/ipm-plan

Now/Next/Later Roadmap Workshop

Strategy

A facilitation guide for building a Now/Next/Later roadmap with your team -- from blank board to stakeholder-ready artifact in 60-90 minutes.

OKR Baseline Worksheet

Strategy

A team worksheet for establishing baselines for your Key Results before you set targets. You can't measure progress if you don't know where you started.

User Persona Archetypes Guide

Design

Four persona archetype templates for the roles that show up in most product teams' user research: the end user, the service provider, the internal stakeholder, and the product team member.

Product Vision Template

Strategy

A fill-in-the-blank template for writing a product vision statement that's clear enough to align a team and specific enough to guide real decisions.

Skills:/prd-draft

Scaffolding Templates

Reusable frameworks and scoresheets for ongoing practice.

Service Blueprint Template

Design

A fill-in-the-blank template for mapping what users see, what happens behind the scenes, and where handoffs break down. Adds frontstage, backstage, and support process lanes.

User Journey Map Template

Design

A fill-in-the-blank template for mapping a single user's experience across phases of a specific goal -- capturing actions, touchpoints, thoughts, emotions, pain points, and opportunities.

Product Experience Map Template

Design

A template for mapping a user's full lifecycle with your product -- from first hearing about it through becoming a power user or churning.

RICE Scoresheet

Product Management

A scoring template for prioritizing features using the RICE framework: Reach, Impact, Confidence, Effort. Download the spreadsheet and score your backlog.

OKR Priority Scoresheet

Strategy

A scoring template for prioritizing which OKRs to pursue when you have more potential objectives than capacity. Evaluates each candidate OKR on strategic alignment, measurability, team control, and effort.

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