Product Strategist

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

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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 |

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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

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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

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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.

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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 |

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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