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How to Get a PM Role w/ Non-Tech
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Tanvi Dali
TONIGHT’S SPEAKER
Transition to Product
Management
Tanvi Dali, Product Manager @ Salesforce
September 12, 2018
Goals
● Transitioning to Product with a non-technical background
● Developing PM characteristics & skills
● First 90 days as a new PM
● Day in the life of a Salesforce PM
Unless you are one of the lucky
few to have a CS/EE degree +
MBA + consulting experience,
the road to PM might not be
direct. Use your strengths to
your advantage. Not all PM
roles are the same.
Source: https://medium.com/all-things-product-management
My Indirect Journey: Connecting the Dots to PM
Liked building
websites at an
early age
BS in Business -
Marketing &
Finance
Brand Management
@ General Mills
Voice of
Customer @
Liberty Mutual
B2C Product
Owner @
Liberty Mutual
Product Manager @
Salesforce Commerce
Cloud
Common stepping stones to prepare for Product
Power User of
Tool
Customer Support Voice of Customer
Business Analyst
Solution Engineer
Other roles:
UI Designer, UX Researcher, Startup founder, IT Project Managers, Digital Marketers,
Client Services
Product is the glue
that holds it
together. Hard job,
but very rewarding.
Source: https://www.romanpichler.com/
Develop PM Characteristics & Skills
1. Customer-centricity & customer empathy are highly preferred
Develop PM Characteristics & Skills
● 50%+ of our job is communicating: with
scrum team, partner teams, enablement,
stakeholders, customers, public, etc.
● Logic in thinking and problem solving will
reflect in your written & verbal
communication
● Barbara Minto’s Pyramid Principle
○ Magical number 7, plus or minus 2
○ Organize thoughts in a tree structure
● Voice coaching apps
○ LikeSo, VoiceVibes
2. Clarity in written & oral communication
Develop PM Characteristics & Skills
3. Decision-making & prioritization
Develop PM Characteristics & Skills
4. Passion for technology
● What are your most favorite products to use frequently? Uber, Lyft, Runkeeper, Gmail,
Google Calendar?
● What do you like or dislike about them?
● If anything, what would you change about those products?
● Would you prioritize one thing over another?
● If the CEO of that company or start-up asked you to completely rethink the product,
what would you do?
Tailor your narrative with your resume
Resume tips from Cracking the PM Interview:
● 15 seconds rule
● Shorter is better
● Bullets, not blobs - less than 50% of bullets expand to 2 lines
● Accomplishments, not responsibilities - highlight metrics &
revenue impact
● Highlight PM characteristics
● Review examples of good PM resumes
First 90 days as a new PM Checklist
❏ Understand the company & culture - 2 weeks
❏ 30K foot view - business priorities
❏ What’s the culture like?
❏ Understand the product - 4 weeks
❏ In-depth functionality
❏ User experience
❏ Technical architecture & foundation
❏ Build relationship with your team, partner teams, stakeholders - 12 weeks
❏ 1x1s, Form, storm, norm, perform as a team
❏ Understand the customers - 12 weeks
❏ What are their objectives?
❏ Why are they using your tool? What are they trying to accomplish?
❏ Identify your “true north” metric - 2 weeks
❏ Build your own, unbiased vision to achieve “true north” metric - 4 weeks
❏ Communicate
❏ Influence
❏ Iterate
A Day in the Life of
Email from APAC,
EMEA
Industry news,
research
Stand-ups
UX Customer
Interview - feature
#1
PM Team Meeting
Vision deck -
feature #2
Review enablement
docs - feature #1
VTO activity
Product demos
“The business of business is
improving the state of the
world” - Marc Benioff
Resources
Communities:
● Product School
● Mind the Product Slack
● Women in Product
● Silicon Valley Product Group
Podcasts:
● How I built This
● Inside Intercom
Books & Articles:
● How to Crack the PM Interview
● Barbara Minto’s The Pyramid Principle
● The Lean Startup
● Andreessen Horowitz: Good Product Manager/Bad Product Manager
● Roman Pichler
Thank you!
www.productschool.com
Part-time Product Management, Coding, Data, Digital
Marketing and Blockchain courses in San Francisco, Silicon
Valley, New York, Santa Monica, Los Angeles, Austin, Boston,
Boulder, Chicago, Denver, Orange County, Seattle, Bellevue,
Toronto, London and Online

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How to Get a PM Role w/ Non-Tech Background by Salesforce PM

  • 1. www.productschool.com How to Get a PM Role w/ Non-Tech Background by Salesforce PM
  • 2. FREE INVITE Join 23,000+ Product Managers on
  • 3. COURSES Product Management Learn the skills you need to land a product manager job
  • 4. COURSES Coding for Managers Build a website and gain the technical knowledge to lead software engineers
  • 5. COURSES Data Analytics for Managers Learn the skills to understand web analytics, SQL and machine learning concepts
  • 6. COURSES Digital Marketing for Managers Learn how to acquire more users and convert them into clients
  • 7. COURSES Blockchain for Managers Learn how to trade cryptocurrencies and build products using the blockchain
  • 9. Transition to Product Management Tanvi Dali, Product Manager @ Salesforce September 12, 2018
  • 10. Goals ● Transitioning to Product with a non-technical background ● Developing PM characteristics & skills ● First 90 days as a new PM ● Day in the life of a Salesforce PM
  • 11. Unless you are one of the lucky few to have a CS/EE degree + MBA + consulting experience, the road to PM might not be direct. Use your strengths to your advantage. Not all PM roles are the same. Source: https://medium.com/all-things-product-management
  • 12. My Indirect Journey: Connecting the Dots to PM Liked building websites at an early age BS in Business - Marketing & Finance Brand Management @ General Mills Voice of Customer @ Liberty Mutual B2C Product Owner @ Liberty Mutual Product Manager @ Salesforce Commerce Cloud
  • 13. Common stepping stones to prepare for Product Power User of Tool Customer Support Voice of Customer Business Analyst Solution Engineer Other roles: UI Designer, UX Researcher, Startup founder, IT Project Managers, Digital Marketers, Client Services
  • 14. Product is the glue that holds it together. Hard job, but very rewarding. Source: https://www.romanpichler.com/
  • 15. Develop PM Characteristics & Skills 1. Customer-centricity & customer empathy are highly preferred
  • 16. Develop PM Characteristics & Skills ● 50%+ of our job is communicating: with scrum team, partner teams, enablement, stakeholders, customers, public, etc. ● Logic in thinking and problem solving will reflect in your written & verbal communication ● Barbara Minto’s Pyramid Principle ○ Magical number 7, plus or minus 2 ○ Organize thoughts in a tree structure ● Voice coaching apps ○ LikeSo, VoiceVibes 2. Clarity in written & oral communication
  • 17. Develop PM Characteristics & Skills 3. Decision-making & prioritization
  • 18. Develop PM Characteristics & Skills 4. Passion for technology ● What are your most favorite products to use frequently? Uber, Lyft, Runkeeper, Gmail, Google Calendar? ● What do you like or dislike about them? ● If anything, what would you change about those products? ● Would you prioritize one thing over another? ● If the CEO of that company or start-up asked you to completely rethink the product, what would you do?
  • 19. Tailor your narrative with your resume Resume tips from Cracking the PM Interview: ● 15 seconds rule ● Shorter is better ● Bullets, not blobs - less than 50% of bullets expand to 2 lines ● Accomplishments, not responsibilities - highlight metrics & revenue impact ● Highlight PM characteristics ● Review examples of good PM resumes
  • 20. First 90 days as a new PM Checklist ❏ Understand the company & culture - 2 weeks ❏ 30K foot view - business priorities ❏ What’s the culture like? ❏ Understand the product - 4 weeks ❏ In-depth functionality ❏ User experience ❏ Technical architecture & foundation ❏ Build relationship with your team, partner teams, stakeholders - 12 weeks ❏ 1x1s, Form, storm, norm, perform as a team ❏ Understand the customers - 12 weeks ❏ What are their objectives? ❏ Why are they using your tool? What are they trying to accomplish? ❏ Identify your “true north” metric - 2 weeks ❏ Build your own, unbiased vision to achieve “true north” metric - 4 weeks ❏ Communicate ❏ Influence ❏ Iterate
  • 21. A Day in the Life of Email from APAC, EMEA Industry news, research Stand-ups UX Customer Interview - feature #1 PM Team Meeting Vision deck - feature #2 Review enablement docs - feature #1 VTO activity Product demos “The business of business is improving the state of the world” - Marc Benioff
  • 22. Resources Communities: ● Product School ● Mind the Product Slack ● Women in Product ● Silicon Valley Product Group Podcasts: ● How I built This ● Inside Intercom Books & Articles: ● How to Crack the PM Interview ● Barbara Minto’s The Pyramid Principle ● The Lean Startup ● Andreessen Horowitz: Good Product Manager/Bad Product Manager ● Roman Pichler
  • 24. www.productschool.com Part-time Product Management, Coding, Data, Digital Marketing and Blockchain courses in San Francisco, Silicon Valley, New York, Santa Monica, Los Angeles, Austin, Boston, Boulder, Chicago, Denver, Orange County, Seattle, Bellevue, Toronto, London and Online

Editor's Notes

  1. Sometimes, companies are looking for hyper-expertise for example Google Cloud may look for Cloud experts or IBM Watson Health may look for healthcare experts, Mulesoft looking for SMEs on APIs
  2. USAA - Military customer base, customers called members (not insureds or policyholders), have a retired bootcamp drill sargeant come greet employees, employees prepare meals ready to eat (MREs)
  3. Other skills like data analysis, technical knowledge, project management