Product Strategist

Strategic toolkit for Head of Product to drive vision, alignment, and organizational excellence.

---

Core Capabilities

Capability	Description	Tool
OKR Cascade	Generate aligned OKRs from company to team level	okr_cascade_generator.py
Alignment Scoring	Measure vertical and horizontal alignment	Built into generator
Strategy Templates	5 pre-built strategy types	Growth, Retention, Revenue, Innovation, Operational
Team Configuration	Customize for your org structure	--teams flag

---

Quick Start

# Growth strategy with default teams
python scripts/okr_cascade_generator.py growth

# Retention strategy with custom teams
python scripts/okr_cascade_generator.py retention --teams "Engineering,Design,Data"

# Revenue strategy with 40% product contribution
python scripts/okr_cascade_generator.py revenue --contribution 0.4

# Export as JSON for integration
python scripts/okr_cascade_generator.py growth --json > okrs.json

---

Workflow: Quarterly Strategic Planning

Step 1: Define Strategic Focus

Strategy	When to Use
Growth	Scaling user base, market expansion
Retention	Reducing churn, improving LTV
Revenue	Increasing ARPU, new monetization
Innovation	Market differentiation, new capabilities
Operational	Improving efficiency, scaling operations

See references/strategy_types.md for detailed guidance.

Step 2: Gather Input Metrics

{
  "current": 100000,      // Current MAU
  "target": 150000,       // Target MAU
  "current_nps": 40,      // Current NPS
  "target_nps": 60        // Target NPS
}

Step 3: Configure Teams & Run Generator

# Default teams
python scripts/okr_cascade_generator.py growth

# Custom org structure with contribution percentage
python scripts/okr_cascade_generator.py growth \
  --teams "Core,Platform,Mobile,AI" \
  --contribution 0.3

Step 4: Review Alignment Scores

Score	Target	Action if Below
Vertical Alignment	>90%	Ensure all objectives link to parent
Horizontal Alignment	>75%	Check for team coordination gaps
Coverage	>80%	Validate all company OKRs are addressed
Balance	>80%	Redistribute if one team is overloaded
Overall	>80%	<60% needs restructuring

Step 5: Refine, Validate, and Export

Before finalizing:

• Review generated objectives with stakeholders
• Adjust team assignments based on capacity
• Validate contribution percentages are realistic
• Ensure no conflicting objectives across teams
• Set up tracking cadence (bi-weekly check-ins)

# Export JSON for tools like Lattice, Ally, Workboard
python scripts/okr_cascade_generator.py growth --json > q1_okrs.json

---

OKR Cascade Generator

Usage

python scripts/okr_cascade_generator.py [strategy] [options]

Strategies: growth | retention | revenue | innovation | operational

Configuration Options

Option	Description	Default
--teams, -t	Comma-separated team names	Growth,Platform,Mobile,Data
--contribution, -c	Product contribution to company OKRs (0-1)	0.3 (30%)
--json, -j	Output as JSON instead of dashboard	False
--metrics, -m	Metrics as JSON string	Sample metrics

Output Examples

Dashboard Output (growth strategy)

============================================================
OKR CASCADE DASHBOARD
Quarter: Q1 2025  |  Strategy: GROWTH
Teams: Growth, Platform, Mobile, Data  |  Product Contribution: 30%
============================================================

🏢 COMPANY OKRS
📌 CO-1: Accelerate user acquisition and market expansion
   └─ CO-1-KR1: Increase MAU from 100,000 to 150,000
   └─ CO-1-KR2: Achieve 50% MoM growth rate
   └─ CO-1-KR3: Expand to 3 new markets

📌 CO-2: Achieve product-market fit in new segments
📌 CO-3: Build sustainable growth engine

🚀 PRODUCT OKRS
📌 PO-1: Build viral product features and market expansion
   ↳ Supports: CO-1
   └─ PO-1-KR1: Increase product MAU to 45,000
   └─ PO-1-KR2: Achieve 45% feature adoption rate

👥 TEAM OKRS
Growth Team:
  📌 GRO-1: Build viral product features through acquisition and activation
     └─ GRO-1-KR1: Increase product MAU to 11,250
     └─ GRO-1-KR2: Achieve 11.25% feature adoption rate

🎯 ALIGNMENT SCORES
✓ Vertical Alignment: 100.0%
! Horizontal Alignment: 75.0%
✓ Coverage: 100.0%  |  ✓ Balance: 97.5%  |  ✓ Overall: 94.0%
✅ Overall alignment is GOOD (≥80%)

JSON Output (retention --json, truncated)

{
  "quarter": "Q1 2025",
  "strategy": "retention",
  "company": {
    "objectives": [
      {
        "id": "CO-1",
        "title": "Create lasting customer value and loyalty",
        "key_results": [
          { "id": "CO-1-KR1", "title": "Improve retention from 70% to 85%", "current": 70, "target": 85 }
        ]
      }
    ]
  },
  "product": { "contribution": 0.3, "objectives": ["..."] },
  "teams": ["..."],
  "alignment_scores": {
    "vertical_alignment": 100.0, "horizontal_alignment": 75.0,
    "coverage": 100.0, "balance": 97.5, "overall": 94.0
  }
}

See references/examples/sample_growth_okrs.json for a complete example.

---

Reference Documents

Document	Description
references/okr_framework.md	OKR methodology, writing guidelines, alignment scoring
references/strategy_types.md	Detailed breakdown of all 5 strategy types with examples
references/examples/sample_growth_okrs.json	Complete sample output for growth strategy

---

Best Practices

OKR Cascade

• Limit to 3-5 objectives per level, each with 3-5 key results
• Key results must be measurable with current and target values
• Validate parent-child relationships before finalizing

Alignment Scoring

• Target >80% overall alignment; investigate any score below 60%
• Balance scores ensure no team is overloaded
• Horizontal alignment prevents conflicting goals across teams

Team Configuration

• Configure teams to match your actual org structure
• Adjust contribution percentages based on team size
• Platform/Infrastructure teams often support all objectives
• Specialized teams (ML, Data) may only support relevant objectives

Related Skills

• Senior PM (project-management/senior-pm/) — Portfolio management and risk analysis inform strategic planning
• Competitive Teardown (product-team/competitive-teardown/) — Competitive intelligence feeds product strategy