Free Tools & Resources

AI adoption diagnostics from my consulting practice, side-project apps, and downloadable templates. Everything here is free, no signup required.

Diagnostic tools

Apps & side projects

Side projects where I am the PM, designer, and engineer.

Fun projects

Resources

Downloadable templates, guides, and worksheets. Grab the format you need and start using them with your team.

16 templates across 3 tiers

Showing all 16 templates

How to Write a Great User Story

T1
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.

/story-write

How to Run a Great Retrospective

T1
Facilitation

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

/retro-plan

How to Choose Between Great Ideas

T1
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.

/2x2-prioritize

How to Send a Great Stakeholder Update

T1
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.

/client-standup-summary/stakeholder-prep

Discovery Assumptions & Risks Workshop

T2
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.

/discovery-questions/experiment-design

Estimation & Sizing Guide

T2
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.

/ipm-plan

Velocity & Forecasting Guide

T2
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.

/ipm-plan

Now/Next/Later Roadmap Workshop

T2
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.

/now-next-later-roadmap

OKR Baseline Worksheet

T2
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.

/okr-workshop

User Persona Archetypes Guide

T2
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.

/persona-draft

Product Vision Template

T2
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.

/prd-draft

Service Blueprint Template

T3
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.

/journey-map

User Journey Map Template

T3
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.

/journey-map

Product Experience Map Template

T3
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.

/journey-map

RICE Scoresheet

T3
Product Management

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

/rice-score

OKR Priority Scoresheet

T3
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.

/okr-workshop

Want custom tools or workshops for your team?

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