Product Management Toolkit

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Partner with IT Leadership to drive a cohesive, enterprise wide Product Management program and enhance the SDLC lifecycle for optimal development, integration, and implementation of new programs, solutions, and enterprise Digital Transformation initiatives.

More Uses of the Product Management Toolkit:

  • Collaborate with Product Management and industry teams to provide input on future product direction, communicate and demonstrate new software capabilities to customers.

  • Create a visionary architecture roadmap and organizational strategy to align cloud and security teams with engineering, Product Management and other business teams.

  • Evaluate: clear reputation for motivating Product Management and Development Teams to deliver unique and differentiating solutions to complex business problems.

  • Support Product Management with product feature Gap Analysis, competitive threats and product launch strategies derived from competitive analysis.

  • Develop and manage annual and quarterly customer acquisition and retention plans at a product level, in direct partnership with Product Management and Revenue leadership, maintain quantitative and qualitative performance measures on solutions.

  • Collaborate as a key partner with Product Management to ensure that Marketing Plans align with directions and support Product Roadmap and releases.

  • Be accountable for prioritizing customer needs and market opportunities to create a Product Development roadmap that optimizes the trade off between customer value and Time to Market.

  • Develop supplier Product Roadmap and product lifecycle plans in collaboration with IT Hardware engineering, technical operations and Product Management team to ensure proper supplier coverage, diversification, value and security of supply.

  • Provide training and Sales Enablement, in collaboration with Product Management and Marketing, on sales and Salesforce processes, products/product launches and markets.

  • Develop: work closely with the project team to translate Product Management strategy, goals and directives for new products and product enhancements into clear and actionable features/User Stories for the development team.

  • Establish symbiotic relationships with the Product Management and client success organization leaders to ensure a directed focus on achieving success.

  • Be accountable for partnering with the customer training, success, and support teams to ensure that customers are equipped to realize the full value from new features/functionality.

  • Be certain that your planning uses judgment to make decisions or solve moderately complex tasks or problems in areas of operational/Product Management, manufacturing, technology or engineering.

  • Ensure you forecast; lead Program Planning by developing timelines, dependency mapping and resourcing across product marketing, growth marketing, design, creative production, Product Management, Customer Support, sales, analytics and engineering.

  • Collect product feedback from field interactions in order to provide input into Engineering and Product Management to influence Product Roadmap direction.

  • Be accountable for collaborating effectively with other members of the Product Management team to ensure that value driven features are being created in the products.

  • Align with internal business partners and Product Management to discover, drive, and close sales opportunities related to core business and new client segments.

  • Lead: partner closely with customer outcomes, Customer Success and Product Management Leadership to ensure maximum value is delivered to your customers from your investment in areas.

  • Collaborate closely with Product Management to understand product capabilities and benefits, create customer and partner facing content for new releases and product launches.

  • Be certain that your organization complies; partners with Product Management Leadership and the market managers to understand and set the correct customer expectations regarding product/solution delivery.

  • Manage the UX and Engineering teams to design, develop and deliver your top priority initiatives as part of your organizations overall Product Roadmap.

  • Arrange that your business uses high level of judgment to make decisions and handle complex tasks or problems in areas of operational, Product Management, manufacturing, technology or engineering.

  • Be accountable for networking and collaboration with Supply Chain Operations team members as Inventory Management, Customer Service, warehouse leaders / employees, transportation and commercial excellence team members as Product Management, sourcing.

  • Engage and interact closely with Product Management, Software Development Teams to conceptualize and develop sophisticated software test solutions and strategies.

  • Coordinate product vulnerability response efforts by working closely with third parties, Engineering, Product Management, Legal and others to assess, mitigate and disclose vulnerabilities.

  • Maintain BI directional trusted advisor relationship with Product Management to drive client based insights/feedback and future solution direction.

  • Confirm your organization ensures all internal stakeholders (Finance, Sales, Operations, Product Management, executives) are apprised of status, Key Performance Indicators (KPIs), issues, and risks and are aligned and fully engaged with the program.

  • Warrant that your corporation complies; monitors client satisfaction and retention goals for your organization by using client satisfaction surveys, client loss data and other key metrics to measure performance.

  • Standardize: key point of contact with your customers technical and Development Teams, bringing back requirements and feedback for your Product Management team to help drive product innovation.

  • Communicate and connect with your peers in UX, Product Management, Engineering, and Marketing in order to share findings, align priorities, and find opportunities for improvements to process or people.


Save time, empower your teams and effectively upgrade your processes with access to this practical Product Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Product Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Product Management specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Product Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Product Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you Reduce Costs?

  2. What Product Management events should you attend?

  3. How would you define Product Management Leadership?

  4. Should you invest in industry-recognized qualifications?

  5. Does Product Management create potential expectations in other areas that need to be recognized and considered?

  6. Marketing budgets are tighter, consumers are more skeptical, and Social Media has changed forever the way you talk about Product Management, how do you gain traction?

  7. What are the costs of delaying Product Management action?

  8. What is the standard for acceptable Product Management performance?

  9. Which costs should be taken into account?

  10. Is Product Management realistic, or are you setting yourself up for failure?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Product Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Product Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Product Management Self-Assessment and Scorecard you will develop a clear picture of which Product Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Product Management Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Product Management projects with the 62 implementation resources:

  • 62 step-by-step Product Management Project Management Form Templates covering over 1500 Product Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Product Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Product Management project team have enough people to execute the Product Management project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Product Management project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Product Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Product Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Product Management project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Product Management project with this in-depth Product Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Product Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Product Management and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Product Management investments work better.

This Product Management All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.