Tools & Frameworks
Operating principles (my defaults)
- Write to think. A one-page narrative beats a 40-slide deck.
- Keep the toolkit small. A few repeatable artifacts create alignment faster than “the latest tool”.
- Make trade-offs explicit. The job is not to avoid conflict; it’s to surface the real decision.
- Measure outcomes. Shipping features is input; customer value and business impact are the output.
Core artifacts I reuse
- Problem brief (1 page). Who has the pain, what job they’re trying to do, current workflow, constraints, success metric.
- Decision memo. Options, pros/cons, risks, who disagrees and why, decision, and what would change my mind.
- PR/FAQ or narrative. The “future press release” and the hardest FAQs from sales/support/security.
- Beta charter. Entry criteria, what we’re learning, what we won’t do, timeline, and success thresholds.
- Launch readiness checklist. Instrumentation, docs, enablement, support plan, rollback.
Strategy frameworks
- Segmentation + ICP. Which customers get outsized value and why (budget, urgency, compliance, complexity)?
- Positioning. Category, differentiated capability, and “why now”. (April Dunford’s style is practical.)
- North Star metric. One metric that best represents delivered value; supporting metrics guard against gaming.
- Portfolio thinking. How products reinforce each other (bundles, shared platform, shared data, shared workflow).
- Strategic bets. A small number of explicit bets with hypotheses, investment level, and kill criteria.
Discovery frameworks
- Jobs-to-be-done. The job, triggers, anxieties, and what “progress” looks like for the customer.
- Journey mapping. Where the workflow breaks, where context is missing, and what’s manual.
- Opportunity solution tree. Keeps ideation anchored to opportunities and evidence.
- Continuous discovery cadence. Weekly touchpoints with users beat occasional “research sprints”.
- Prototype tests. Cheap tests: concierge, Wizard-of-Oz, Figma flows, fake doors, limited pilot.
Prioritization
I avoid pretending prioritization is math. Frameworks are for clarity, not false precision.
- RICE. Good for getting alignment on assumptions; I treat confidence as a forcing function.
- Cost vs impact. The simplest chart often produces the fastest decision.
- MoSCoW. Useful when scope discipline is the real problem.
- Sequencing over ranking. “What must be true first?” is often more important than “what’s #1?”.
- Strategic constraints. Security, compliance, platform readiness, and GTM capacity are real constraints.
Roadmapping & execution
- Outcome-based roadmaps. Themes and outcomes, not an infinite list of features.
- Dual-track. Discovery and delivery run in parallel with clear handoffs.
- Definition of done. Includes instrumentation, docs, support readiness, and learnings captured.
- Beta strategy. Start with friendly users who feel the pain and can give high-quality feedback.
- Kill switches. Rollback paths and feature flags for safe iteration.
Metrics & experimentation
- Metric hierarchy. North Star → input metrics → guardrails.
- Cohorts. Always ask “for which users did this work?”
- Experiment design. Start with the smallest test that can change a decision.
- Qual + quant. A graph tells you what happened; interviews tell you why.
AI-augmenting tools (how I use them)
- Drafting. First drafts for briefs, FAQs, and release notes — then edited to reflect customer truth.
- Synthesis. Summaries of calls and tickets to speed up pattern finding (never as the sole source of truth).
- Exploration. Competitive scans and “what would you ask next?” prompts to expand thinking.
- Analysis. Help forming hypotheses and checking logic; still validate with data and domain experts.
Mini-templates (copy/paste)
Problem brief
- User: …
- Job: …
- Current workflow: …
- Pain: …
- Constraints: …
- Success metric: …
- Non-goals: …
Decision memo
- Decision: …
- Options considered: …
- Trade-offs: …
- Risks: …
- What would change my mind: …