Days 0 – 30:
Introductions &
Understanding
Business
Objectives
• Introductions to leaders, goals, & org strategic
objectives
• Understand market trends & opportunities
• Understand new market, geographic, or product
line plans
• Understand top 3 critical challenges
• Understand strategic partnership pipeline
• Understand existing partners and performance
• Understand revenue and profitability targets
• Understand pricing model
Go-to-Market
Objectives
• Understand sales or channel strategy
• Understand marketing and advertising focus
Days 0 – 30:
Introductions &
Understanding
Organization
Objectives
• Understand team member's roles, challenges, &
opportunities
• Understand my goals, objectives, & expectations
• Define meetings – purpose, & rhythm
• Understand key company policies and
procedures
• Understand key strategic/operating processes
• Understand supporting tools, applications, &
enablers
Product
Strategy
• Understand pipeline for existing products
(contractual/market)
• Understand current Ops resource
utilization/breakdown
• Understand current Ops service delivery model
• Understand current Ops perspectives on
product(s)
Days 31 – 60:
Taking
Ownership
Business
Objectives
• Analyze potential new partner opportunities
• Define new financial drivers, metrics, & pricing
(if required)
• Scope impact on other products
(cannibalization)
• Draft revenue and profitability plan
Go-to-Market
Objectives
• Draft competitive landscape
• Draft value propositions & positioning
statement(s)
• Draft customer and buyer personas
• Begin shadowing Sales calls & lead review
meetings
• Evaluate sales, marketing, & social tools for
improvement
• Draft sales & marketing plan
• Draft commercialization plan
Days 31 – 60:
Taking
Ownership
Organization
Objectives
• Review prioritized ideas/opportunities with
Manager
• Draft/finalize activities contributing to
department goals
• Draft new Product Management framework
• Draft newVoice of the Customer framework
• Define program/process effectiveness metrics
• Draft service delivery plan
• Draft business case for staffing changes (if
required)
• Determine the tools and systems required to
support operations
• Begin leading meetings
• Begin Pragmatic Marketing training
• Complete policy review & required coursework
Product
Strategy
• Take ownership of relevant products
• Begin engaging existing partners
• Conduct product voice of the customer
Days 61 – 90:
Product
Leadership
Business
Objectives
• Conduct rhythm calls with
customers/partners
• Finalize 3 year revenue & profitability plan
with metrics
Go-to-Market
Objectives
• Finalize go-to-market plan
• Execute go-to-market activities needed to
generate awareness/leads
• Labelling & collateral for current version(s)
Days 61 – 90:
Product
Leadership
Organization
Objectives
• Conduct rhythm calls on products/goals with
manager
• Finalize Product Management &VOC
frameworks
• Become a servant leader to teammates
• Continue PragmaticTraining
Product
Strategy
• IncorporateVOC into product roadmap
• Incorporate change control for product
roadmap
• Incorporate all inputs into strategic product
growth plan
• Finalize Product Roadmap
• Finalize Go-to-Market Plan
• Finalize Revenue & Profitability Plan
• Finalize Service Delivery Plan
• Review with leadership* (draft/approval)
• Communicate strategy to organization
• Update sales price book (if required)
*Roadmap review should repeat every 3 months to allow responses to changing market conditions and
deployment schedules and should be re-approved by executive management.