Download Our Complimentary Video-Guided Product Management Templates!

We make it easy for your team to take their learning back to the office with all-encompassing product management templates based on our frameworks, books, and workshops. Our templates and tool kits are also included and worked through in our corresponding product management training programs.

This online, self-paced mini-course is designed to provide a baseline understanding of and to summarize the basic steps in the creation of a Business Case for your product or product opportunity.

The purpose of this guide is to provide a baseline understanding of and to summarize the basic steps in the creation of a Business Case for your product or product opportunity.

This guide accompanies the Business Case Presentation Template, to be used to help you present your case to various audiences, and the Business Case Financials Template to be used to create the financial analysis for your Business Case.

In this template tutorial you will receive:

  • A video tutorial to walk you through the Business Case Guide & Template
  • A digital download of the Business Case Guide (.pdf)

The purpose of this guide is to summarize the basic steps in the formulation of a strategy for your product or product line.

The strategy formulation process is complex and requires a significant amount of data collection, analysis, and thoughtful insight. In essence, it is a multifaceted exercise that should be done as often as required for the product.

In this template tutorial you will receive:

  • A video tutorial to walk you through the template
  • A digital download of the Product Strategy Plan Template (.pdf)

This template will help you answer the four essential questions vital to creating proper value propositions and product positioning statements.

In this template tutorial, you will receive:

  • A video tutorial to walk you through the template
  • A digital download of the Value Proposition and Positioning template

The Customer Visit Plan helps standardize and organize all customer visits so your organization can glean the most information from each formal customer contact.

In this template tutorial, you will receive:

  • A video tutorial to walk you through the template
  • A digital download of the Customer Visit Plan Template (.pdf)

The Opportunity Statement is used to assess ideas for new products, line extensions, feature enhancements, product derivatives, and new market entries. The Opportunity Statement document helps summarize an individual opportunity in order to present it for approval and prioritization.

In this template tutorial, you will receive:

  • A video tutorial to walk you through the template
  • A digital download of the Opportunity Statement Template (.pdf)

The Prioritization and Decision Making template will help you learn the logic associated with fact-based decisions to more effectively prioritize features, opportunities, and other items.

In this template tutorial, you will receive:

  • A video tutorial to walk you through the template
  • A digital download of the Prioritization and Decision-Making Template (.pdf)

End of life, sunset, exit, and discontinuation are terms used to describe the time in the product’s life when it is no longer viable in the market because it no longer fills a need or because it has been replaced by another product from your company or from a competitor.

As every product needs to be managed across the active phases of its life cycle, so does its discontinuation and eventual withdrawal from the market.

This template is designed to help you recognize those market signals and guide you through the product discontinuation and market withdrawal process. The accompanying video tutorial explains how to use this template and the rationale behind each of the nine sections.

In this template tutorial you will receive:

  • A video tutorial to walk you through the template
  • A digital download of the 9-Step Product Discontinuation Outline (.pdf)

The 10-Step Product Marketing Plan is a Functional Support Plan from the Marketing department. Its purpose is to identify explicit activities and deliverables to support the product at various phases of its life cycle, both domestically and internationally.

For new products or for product enhancements, this Marketing Plan serves to map the product’s pathway to the market. You will find that many of the sections of this plan capitalize on the work you carry out to support other documents. This means that the data collected in support of other product-related activities can be used here, or updated as required.

In this template tutorial you will receive:

  • A video tutorial to walk you through the template
  • A digital download of the 10-Step Product Marketing Plan template

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