product-strategy-session
Run an end-to-end product strategy session across positioning, discovery, and roadmap planning. Use when a team needs validated direction before committing to execution.
By deanpeters · 2,752 installs
npx skills add deanpeters/product-manager-skills --skill product-strategy-session
Source repository · Upstream listing
Purpose
Guide product managers through a comprehensive product strategy session by orchestrating positioning, problem framing, customer discovery, and roadmap planning skills into a cohesive end to end process. Use this to move from vague strategic direction to concrete, validated product strategy with clear positioning, target customers, problem statements, and prioritized roadmap—ensuring alignment across stakeholders before committing to execution.
This is not a one time workshop—it's a repeatable process for establishing or refreshing product strategy, typically spanning 2 4 weeks with multiple touchpoints.
Input
Works best with: The product (or product line) and the strategic question forcing the session.
Also useful: Existing positioning, discovery artifacts, roadmap drafts, and who needs to align on the outcome.
Anything supplied with the invocation itself — text after the skill name, a pasted context dump, or an appended ARGUMENTS: line — counts as answers already given. Use it and skip whatever it covers; don't re ask.
Arriving empty handed? That works too. The workflow starts at positioning and orchestrates the phases from there — supplied artifacts let it skip ahead.
Example invocation: Run a strategy session for our analytics add on: flat adoption, two competing roadmap visions, exec review in 4 weeks.
Key Concepts
What is a Product Strategy Session?
A product strategy session is a structured, multi phase process that takes a product from strategic ambiguity to validated direction. It orchestrates:
1. Positioning & Market Context — Define who you serve, what problem you solve, and how you're differentiated
2. Problem Discovery & Validation — Frame and validate customer problems through research
3. Solution Exploration — Generate opportunity solutions and prioritize based on impact
4. Roadmap Planning — Sequence epics and releases based on strategy
Why This Works
Structured discovery: Prevents jumping to solutions before understanding problems
Stakeholder alignment: Creates shared mental model across exec, product, design, engineering
Validated strategy: Tests assumptions before committing resources
Executable roadmap: Connects high level strategy to concrete work
Anti Patterns (What This Is NOT)
Not a feature brainstorm: Strategy sessions frame problems, not just list features
Not waterfall planning: Builds in feedback loops and iteration
Not a solo PM exercise: Requires cross functional participation
When to Use This
Launching a new product or major initiative
Annual/quarterly strategic planning cycles
Repositioning an existing product
Onboarding new product leaders (align on strategy)
When NOT to Use This
When strategy is already clear and validated
For tactical feature additions (no strategic shift needed)
When you lack executive sponsorship (strategy won't stick)
Facilitation Source of Truth
When running this workflow as a guided conversation, use [ workshop facilitation ](../workshop facilitation/SKILL.md) as the interaction protocol.
It defines:
session heads up + entry mode (Guided, Context dump, Best guess)
one question turns with plain language prompts
progress labels (for example, Context Qx/8 and Scoring Qx/5)
interruption handling and pause/resume behavior
numbered recommendations at decision points
quick select numbered response options for regular questions (include Other (specify) when useful)
This file defines the workflow sequence and domain specific outputs. If there is a conflict, follow this file's workflow logic.
Application
Use template.md for the full fill in structure.
This workflow orchestrates 6 phases over 2 4 weeks , using multiple component and interactive skills.
Phase 1: Positioning & Market Context (Week 1, Days 1 2)
Goal: Define target customer, problem space, and differentiation.
Activities
1. Run Positioning Workshop
Use: skills/positioning workshop/SKILL.md (interactive)
Participants: PM, product leadership, marketing, sales
Duration: 90 minutes
Output: Draft positioning statement
2. Define Proto Personas
Use: skills/proto persona/SKILL.md (component)
Participants: PM, design, customer facing teams
Duration: 60 minutes
Output: 1 3 proto personas (hypothesis driven)
3. Map Jobs to be Done
Use: skills/jobs to be done/SKILL.md (component)
Participants: PM, design
Duration: 60 minutes
Output: JTBD statements for each persona
Decision Point 1: Do we have enough customer context?
If YES: Proceed to Phase 2 (Problem Framing)
If NO: Run additional discovery:
Use: skills/discovery interview prep/SKILL.md (interactive)
Schedule 5 10 customer interviews
Validate positioning assumptions before proceeding
Time impact: +1 week
Phase 2: Problem Framing & Validation (Week 1, Days 3 5)
Goal: Frame the core customer problem and validate it's worth solving.
Activities
1. Run Problem Framing Canvas
Use: skills/problem framing canvas/SKILL.md (interactive MITRE)
Participants: PM, design, engineering lead, customer success
Duration: 120 minutes
Output: Refined problem statement + "How Might We" question
2. Create Formal Problem Statement
Use: skills/problem statement/SKILL.md (component)
Participants: PM
Duration: 30 minutes
Output: Structured problem statement for PRD/roadmap
3. Map Customer Journey (Optional)
Use: skills/customer journey mapping workshop/SKILL.md (interactive)
When to use: If problem spans multiple touchpoints or phases
Participants: PM, design, customer success
Duration: 90 minutes
Output: Journey map with pain points and opportunities
Decision Point 2: Is the problem validated?
If YES: Proceed to Phase 3 (Solution Exploration)
If NO: Run customer discovery interviews:
Use: skills/discovery interview prep/SKILL.md (interactive)
Validate problem hypothesis with 5 10 customers
Iterate problem statement based on findings
Time impact: +1 week
Phase 3: Solution Exploration (Week 2, Days 1 3)
Goal: Generate solution options, prioritize based on feasibility/impact, and select POC.
Activities
1. Generate Opportunity Solution Tree
Use: skills/opportunity solution tree/SKILL.md (interactive)
Participants: PM, design, engineering lead
Duration: 90 minutes
Output: 3 opportunities, 3 solutions per opportunity, POC recommendation
Alternative: Use Lean UX Canvas
Use: skills/lean ux canvas/SKILL.md (interactive)
When to use: If you prefer hypothesis driven approach over OST
Output: Business problem, hypotheses, experiments
2. Define Epic Hypotheses
Use: skills/epic hypothesis/SKILL.md (component)
Participants: PM
Duration: 60 minutes per epic
Output: Epic hypothesis statements for top 3 5 initiatives
3. Create User Story Map (Optional)
Use: skills/user story mapping workshop/SKILL.md (interactive)
When to use: For complex features requiring release planning
Participants: PM, design, engineering
Duration: 120 minutes
Output: Story map with backbone, release slices
Decision Point 3: Do we need to test solutions before committing?
If YES (high uncertainty): Run experiments:
Design POC experiments per skills/opportunity solution tree/SKILL.md output
Test with 10 20 customers (prototype, concierge, landing page test)
Time impact: +1 2 weeks
If NO (low uncertainty): Proceed to Phase 4 (Prioritization)
Phase 4: Prioritization & Roadmap Planning (Week 2, Days 4 5)
Goal: Prioritize initiatives and sequence into executable roadmap.
Activities
1. Choose Prioritization Framework
Use: skills/prioritization advisor/SKILL.md (interactive)
Participants: PM
Duration: 30 minutes
Output: Recommended prioritization framework (RICE, ICE, Value/Effort, etc.)
2. Score & Prioritize Epics
Use: Prioritization framework from step 1
Participants: PM, engineering lead, product leadership
Duration: 90 minutes
Output: Ranked backlog of epics
3. Sequence Roadmap by Release
Participants: PM, engineering lead
Duration: 60 minutes
Output: Quarterly or release based roadmap (Q1: Epics A, B; Q2: Epics C, D, E)
4. Map TAM/SAM/SOM (Optional)
Use: skills/tam sam som calculator/SKILL.md (interactive)
When to use: For exec presentations, fundraising, or market sizing
Participants: PM, business ops
Duration: 60 minutes
Output: Market size projections with citations
Phase 5: Stakeholder Alignment & Communication (Week 3)
Goal: Present strategy to stakeholders, gather feedback, refine.
Activities
1. Create Visionary Press Release (Optional)
Use: skills/press release/SKILL.md (component)
When to use: For major product launches or exec buy in
Participants: PM, marketing
Duration: 60 minutes
Output: Amazon Working Backwards style press release
2. Present Strategy to Stakeholders
Format: 60 min presentation covering:
Positioning statement (Phase 1)
Problem statement (Phase 2)
Solution options & prioritization (Phase 3 4)
Roadmap (Phase 4)
Participants: Execs, product leadership, key stakeholders
Output: Feedback, open questions, approval to proceed
3. Refine Based on Feedback
Duration: 1 2 days
Output: Updated strategy artifacts
Phase 6: Execution Planning (Week 4)
Goal: Break epics into user stories, plan first sprint/release.
Activities
1. Break Down Top Epic
Use: skills/epic breakdown advisor/SKILL.md (interactive with Richard Lawrence's 9 patterns)
Participants: PM, design, engineering
Duration: 90 minutes
Output: User stories split by patterns (workflow, CRUD, business rules, etc.)
2. Write User Stories
Use: skills/user story/SKILL.md (component)
Participants: PM
Duration: 30 minutes per story
Output: User stories with acceptance criteria
3. Plan First Sprint/Release
Participants: PM, engineering
Duration: 60 minutes
Output: Sprint backlog or release plan
Complete Workflow: End to End Summary
Total Time Investment:
Minimum: 2 weeks (no discovery/experiments)
Typical: 3 weeks (includes 1 round of validation)
Maximum: 4 6 weeks (includes discovery interviews + experiments)
Examples
See examples/sample.md for a full strategy session example.
Mini example excerpt:
Common Pitfalls
Pitfall 1: Skipping Problem Validation
Symptom: Jump from positioning to solution exploration without validating problem
Consequence: Build solutions to unvalidated problems
Fix: Force decision point after Phase 2: "Is problem validated?" If NO, run discovery interviews.
Pitfall 2: Solo PM Exercise
Symptom: PM runs strategy session alone, presents finished strategy to team
Consequence: No buy in, team doesn't understand rationale
Fix: Include cross functional participants in workshops (design, eng, sales, CS)
Pitfall 3: Strategy Session Without Executive Sponsorship
Symptom: Run full strategy session, execs don't show up for Phase 5 alignment
Consequence: Strategy doesn't get resourced or prioritized
Fix: Secure exec commitment upfront; schedule Phase 5 presentation before starting.
Pitfall 4: No Decision Points (Run All Phases Regardless)
Symptom: Blindly follow all 6 phases without checking if discovery/experiments are needed
Consequence: Waste time on low uncertainty activities
Fix: Use decision points after Phase 2 and Phase 3 to adapt workflow.
Pitfall 5: Strategy Session Becomes Permanent Process
Symptom: Team spends 6 weeks in strategy mode, never executes
Consequence: Analysis paralysis, no delivery
Fix: Time box strategy session to 2 4 weeks; after Phase 6, move to execution.
References
Related Skills (Orchestrated b