Develop strategy. Drive projects. Repeat.

This playbook blends high-level strategy methods (vision, choices, alignment) with hands-on project operating practices (planning, roles, cadence). Use the quick-start checklist, downloadable templates, and the mini case studies to adopt a repeatable system.

3-step loop

Discover → Decide → Deliver

5 tools

Templates & Cadences

10–30%+

Faster time-to-impact

Quick-start checklist

Clarified 1‑page vision + target outcomes 2–3 critical choices (what we will and won't do) 1‑quarter OKRs or success metrics Roles & RACI for project leads Sprint/cadence and review dates

Strategy — how to choose where to play

Strategy is a set of coherent choices that increase the likelihood of desired outcomes. This page helps you craft a compact strategy and convert it into actionable priorities.

1. Start with a crisp diagnosis

A

Who & outcome?

Define the target user/segment and 1–2 measurable outcomes that matter.

B

Constraint map

List constraints: time, budget, skills, regulatory issues.

C

Competitive view

What alternatives exist and how will you differentiate?

2. Make clear choices

A strategy is not a long list — it's a set of hard trade-offs. Capture:

Where to play (segments, geos, channels)
How to win (unique value, capabilities)
Critical investments & what to deprioritize

3. Translate to 90‑day priorities

Turn choices into 3–5 priorities for the next quarter and assign owners + success metrics.

PRIORITY,OWNER,MEASURE,TARGET\nImprove activation,Head of Product,Activation rate, +15%\nReduce churn,Customer Success,Net churn, -3ppt\n

Mini‑tool: SWOT

Strengths	Unique data asset
Weakness	Small go‑to‑market team
Opportunity	Adjacent segment with high willingness-to-pay
Threat	Large incumbents lowering price

Projects — turning strategy into delivery

Delivery depends on clarity, cadence, and roles. Use the operating model below to reduce friction.

Operating model

Plan: scope & milestones
Run: weekly standups + blockers
Review: demos + metrics monthly
Decide: reprioritize with stakeholders

Roles & RACI

Keep R (Responsible) and A (Accountable) clear — others as Consulted / Informed.

Task,Product,Engineer,Design,Marketing\nFeature spec,R,A,C,I\nLaunch campaign,I,C,A,R

Cadence & rituals

Weekly: short sync (15m) focused on blockers
Bi‑weekly: sprint planning & backlog grooming
Monthly: stakeholder review + demo
Quarterly: strategy & roadmap refresh

Tools & Templates

A few simple templates you can download and use immediately.

1‑Page Strategy (TXT)

Copy this into your docs and keep it to one page.

Vision: \nTarget customers: \nOutcomes: \nKey choices: \n90-day priorities: \nSuccess metrics:

OKR (CSV)

Objective / Key results — simple CSV for spreadsheets.

Objective,Key Result,Owner,Target\nImprove onboarding,Activation rate,Product,+15%\n

RACI (CSV)

Tasks vs roles — export to a sheet and share.

Task,Product,Engineering,Design,Marketing\nSpec,R,A,C,I\nLaunch,I,C,A,R

Project brief (JSON)

A simple structured brief you can version-control.

{\n  "title": "",\n  "owner": "",\n  "outcome": "",\n  "metrics": []\n}

Short case studies

Two short examples that show the loop from strategy → project → outcome.

Case A — Activation lift

Problem: Low activation for new users. Strategy: Focus on first‑7‑day value. Project: Simplify onboarding + add 1‑click setup. Result: +18% activation in 8 weeks.

Case B — Revenue expansion

Problem: Low upgrade rate. Strategy: Create clear premium workflow. Project: Pricing experiments + targeted emails. Result: +9% upgrade conversion.

How to run a short retrospective

Collect facts (what happened)
Assess impact vs measures
Identify 3 improvements and owners