Workshop

This graph helps product teams take prioritization and planning to a new and higher level.

Standard prioritization tools -- i.e., spreadsheets -- take into account a given feature's value, effort, and urgency. But on all but the simplest of products, that just isn't enough. This graph looks at product in a holistic way, from the product itself (the use cases it addresses and is perceived to address), the platform that underlies it (capability automation and integration), the people that it impacts (how users and information flow around, into, through, and out of the application), and finally the performance it drives (value created for customers and captured for ourselves). These aspects of product are overlaid with company/team OKRs to transparently highlight which features are most critical, allowing effort/urgency tradeoffs to be considered knowing each feature's value in full context.

Hiring Targets/Funnel Insights Use Case Memo

User Need ⇒ Feature Goal: Recruiters’ job is to hire X number of people by Y date. Quality is something Ops cares more about than HR. We would like a feature in our product that makes hiring targets front and center. User psychology: Recruiters only know general...

Identity Verification Awareness

Continuously improving the identity verification journey Problem: Bring awareness and peace of mind to customers to stop frustrating transfer delays

This graph helps product teams to think about their product in the context of the ecosystem in which they are competing for customers' and investors' dollars.

An adaptation of Steve Blank's petal diagram, this graph illustrates the context in which a new company or product is operating -- full of competitors and alternatives, potential acquirers and partners, and future customer budget battles.

Guide: Cust Dev Basic Interview

General Interview Outline For Customer Development Interview Pre-Interview reminders Record all interviews Acknowledgements are interruptions Lead the conversation, don’t participate Signal transitions to new topics, “....great, now I’d like to move on to a totally different topic” Demonstrate ...

Employee Learning Hierarchy of Needs.pptx

Manager Training Camp Train-The-Trainer Trainer Guide (Company).pdf

This is an agile roadmap for modern product teams to align with executive/external stakeholders

It is controversial to say, but most product roadmaps are formally documented lies. This graph is a better representation of truth that offers executive/external stakeholders transparency into what agile product teams are really thinking and how they are holistically planning their future work. What problems are we trying to get our head around (e.g., discovery)? What solutions are we working through (e.g., design)? What are we implementing (e.g., development) that will drive positive impact now? This framing sparks meaningful, healthy debate and leads to more trust, smarter resource investments, and better products.

Cohort Analysis Example - Google Sheets

BWW NRO Summary -- including overview, feedback, and key quotes/takeaways.

New Caney, TX + Bowling Green, KY

Competition Analysis: Hired vs AngelList

A competitive analysis of Hired & AngelList. By comparing a closed marketplace and an open marketplace, we learn so much about customers needs and new opportunities.

B2B Brand Value Propositions

This course was created to support global sellers. I worked on the course development, design and crafted the learner scenarios to test knowledge.