Quiz | Dragonboat

Product Operating Excellence Assessment

Assessment #1 Strategies and Outcomes

Level 1 - Job is being done by the owning roles (but data is disconnected)

Has product strategies or OKRs or Themes (in decks)/ Current Has high level KPI or metrics to measure product performance (e.g. adoption, conversion)

Level 2 - Outcome and Roadmap data is connected with on demand visibility across POM

OKRs are connected with Product OKR with instant visibility Have visibility on investment by strategy, product, theme, etc (rollup) Track product performance / KPI in defined cadences

Level 3 - Active Participation + Orchestrated decision making With Data

Product strategies direct product prioritization via target allocation Close the loop between releases and impacts / metrics Periodically evaluate OKRs and metric target to adjust investment in initiatives/ product teams

Level 4 - Optimize Product Portfolio ROI Across POM

Build and monitor a network of metrics and correlations including input/ output metrics, tension metrics, etc. Turn on a dime - can quickly understand the implication of changes and make trade off with least possible disruption (aka continuous planning)

Opportunities & Insights

Level 1 - Job is being done by the owning roles (but data is disconnected)

PMs collect requests, ideas or process insights in various ways Internal teams send/ share product ideas/ requests in various ways and don’t always get update (“blackbox”)

Level 2 - Connected data with on demand visibility across POM

Has a central place to collect product ideas, including cross products intakes. Has broad participation in ideas and comments / close the loop between requests and roadmaps Often connect strategies with ideas (segments, persona, etc)

Level 3 - Active Participation + Orchestrated decision making With Data

Frequently perform thematic analysis Engage functional leaders for 1st cut of prioritization Enrich ideas with revenue and deal data from CRM tools

Level 4 - Optimize Product Portfolio ROI Across POM

Close the loop on outcomes the idea promised, after x quarters Evaluate allocation by customer, segment, etc. to shape strategies.

Resources & Allocations

Level 1 - Job is being done by the owning roles (but data is disconnected)

Not all teams estimate even though there are cross team dependencies. Estimates / plans are not linked anywhere Has toss over the fence planning where Eng team breakdown stories, roll up until cutline)

Level 2 - Connected data with on demand visibility across POM

Have real time visibility on planned and rolled up scope Have real time visibility on initiative spent vs variance Perform collaborative cross team planning between product and engineering before deciding on roadmap

Level 3 - Active Participation + Orchestrated decision making With Data

iterative planning at strategies, initiatives and feature level Perform team and role based planning with real time allocation Track plan vs actual continuously

Level 4 - Optimize Product Portfolio ROI Across POM

Scenario planning on-demand, with both projected benefit, time horizon and resourcing needs (and speed up with AI) Instant insight on capitalization/ reinvest

PDLC

Level 1 - Job is being done by the owning roles (but data is disconnected)

Covers product and engineering process only Not well known / Undocumented

Level 2 - Connected data with on demand visibility across POM

Extend known playbook to also include discovery and product launch Documented PDLC with templates and playbook Instant visibility on bottlenecks throughout PDLC

Level 3 - Active Participation + Orchestrated decision making With Data

Broad direct engagement from cross functional teams to speed up decision and action Incorporate legal regulatory workflows etc.

Level 4 - Optimize Product Portfolio ROI Across POM

Gain insights Understand historic say/do/ change

Portfolio Roadmaps

Level 1 - Job is being done by the owning roles (but data is disconnected)

Use some form of prioritization framework (RICE, etc) and each product has own roadmap/ workspace Communicate roadmaps by manual push to various audiences

Level 2 - Connected data with on demand visibility across POM

Have dynamic perspective of portfolios e.g. strategy >> products or product >> strategies Have cross product/ portfolio wide roadmap account for cross team dependencies Have automated / self serve on demand roadmap updates customized for relevant audiences

Level 3 - Active Participation + Orchestrated decision making With Data

Perform periodic product performance review, e.g. 6+ month post release to true up real ROI (MoAR) Product initiatives have KPIs/ success measures Apply differentiated allocation based on the adoption stage of a product.

Level 4 - Optimize Product Portfolio ROI Across POM

Perform strategic risk monitoring triangulating outcomes, investments, and delivery Incorporate product and feature lifecycle in prioritization and allocation decisions

Portfolio Delivery

Level 1 - Job is being done by the owning roles (but data is disconnected)

Manually track cross-scrum team delivery progress inconsistent plan and track GTM / launch progress as delivery date constantly shifting

Level 2 - Connected data with on demand visibility across POM

Roadmaps progresses are automatically rolled up into various portfolio hierarchy Track planned vs current progress automatically Track and alert dependency risks across varied ways of working at team level

Level 3 - Active Participation + Orchestrated decision making With Data

Have real time visibility of scope / investment to protect ROI / decide on start, stop, pivot within portfolio Track GTM and other non engineering deliverable - autonomously by cross functional teams Understand portfolio progress trend to predict / mitigate broader risks

Level 4 - Optimize Product Portfolio ROI Across POM

Automatically monitor and mitigate cascading risks on delivery (aka ripple effects) See around the corners on risks to business and other financial risks instantly, real time

Assessment #2 Strategies and Outcomes

Level 1 - Job is being done by the owning roles (but data is disconnected)

Has product strategies or OKRs or Themes (in decks) Has high level KPI or metrics to measure product performance (e.g. adoption, conversion)

Level 2 - Connected data with on demand visibility across POM

OKRs are connected with Product OKR with instant visibility Have visibility on investment by strategy, product, theme, etc (rollup) Track product performance / KPI in defined cadences

Level 3 - Active Participation + Orchestrated decision making With Data

Level 4 - Optimize Product Portfolio ROI Across POM

Opportunities & Insights

Level 1 - Job is being done by the owning roles (but data is disconnected)

PMs collect requests, ideas or process insights in various ways Internal teams send/ share product ideas/ requests in various ways and don’t always get update (“blackbox”)

Level 2 - Connected data with on demand visibility across POM

Level 3 - Active Participation + Orchestrated decision making With Data

Frequently perform thematic analysis Engage functional leaders for 1st cut of prioritization Enrich ideas with revenue and deal data from CRM tools

Level 4 - Optimize Product Portfolio ROI Across POM

Close the loop on outcomes the idea promised, after x quarters Evaluate allocation by customer, segment, etc. to shape strategies.

Resources & Allocations

Level 1 - Job is being done by the owning roles (but data is disconnected)

Level 2 - Connected data with on demand visibility across POM

Level 3 - Active Participation + Orchestrated decision making With Data

iterative planning at strategies, initiatives and feature level Perform team and role based planning with real time allocation Track plan vs actual continuously

Level 4 - Optimize Product Portfolio ROI Across POM

Scenario planning on-demand, with both projected benefit, time horizon and resourcing needs (and speed up with AI) Instant insight on capitalization/ reinvest

PDLC

Level 1 - Job is being done by the owning roles (but data is disconnected)

Covers product and engineering process only Not well known / Undocumented

Level 2 - Connected data with on demand visibility across POM

Extend known playbook to also include discovery and product launch Documented PDLC with templates and playbook Instant visibility on bottlenecks throughout PDLC

Level 3 - Active Participation + Orchestrated decision making With Data

Broad direct engagement from cross functional teams to speed up decision and action Incorporate legal regulatory workflows etc.

Level 4 - Optimize Product Portfolio ROI Across POM

Gain insights Understand historic say/do/ change

Portfolio Roadmaps

Level 1 - Job is being done by the owning roles (but data is disconnected)

Use some form of prioritization framework (RICE, etc) and each product has own roadmap/ workspace Communicate roadmaps by manual push to various audiences

Level 2 - Connected data with on demand visibility across POM

Level 3 - Active Participation + Orchestrated decision making With Data

Level 4 - Optimize Product Portfolio ROI Across POM

Perform strategic risk monitoring triangulating outcomes, investments, and delivery Incorporate product and feature lifecycle in prioritization and allocation decisions

Portfolio Delivery

Level 1 - Job is being done by the owning roles (but data is disconnected)

Manually track cross-scrum team delivery progress inconsistent plan and track GTM / launch progress as delivery date constantly shifting

Level 2 - Connected data with on demand visibility across POM

Level 3 - Active Participation + Orchestrated decision making With Data

Level 4 - Optimize Product Portfolio ROI Across POM

Automatically monitor and mitigate cascading risks on delivery (aka ripple effects) See around the corners on risks to business and other financial risks instantly, real time

Strategies and Outcomes

Level 1 - Job is being done by the owning roles (but data is disconnected)

Has product strategies or OKRs or Themes (in decks) Has high level KPI or metrics to measure product performance (e.g. adoption, conversion)

Level 2 - Connected data with on demand visibility across POM

OKRs are connected with Product OKR with instant visibility Have visibility on investment by strategy, product, theme, etc (rollup) Track product performance / KPI in defined cadences

Level 3 - Active Participation + Orchestrated decision making With Data

Level 4 - Optimize Product Portfolio ROI Across POM

Opportunities & Insights

Level 1 - Job is being done by the owning roles (but data is disconnected)

PMs collect requests, ideas or process insights in various ways Internal teams send/ share product ideas/ requests in various ways and don’t always get update (“blackbox”)

Level 2 - Connected data with on demand visibility across POM

Level 3 - Active Participation + Orchestrated decision making With Data

Frequently perform thematic analysis Engage functional leaders for 1st cut of prioritization Enrich ideas with revenue and deal data from CRM tools

Level 4 - Optimize Product Portfolio ROI Across POM

Close the loop on outcomes the idea promised, after x quarters Evaluate allocation by customer, segment, etc. to shape strategies.

Resources & Allocations

Level 1 - Job is being done by the owning roles (but data is disconnected)

Level 2 - Connected data with on demand visibility across POM

Level 3 - Active Participation + Orchestrated decision making With Data

iterative planning at strategies, initiatives and feature level Perform team and role based planning with real time allocation Track plan vs actual continuously

Level 4 - Optimize Product Portfolio ROI Across POM

Scenario planning on-demand, with both projected benefit, time horizon and resourcing needs (and speed up with AI) Instant insight on capitalization/ reinvest

PDLC

Level 1 - Job is being done by the owning roles (but data is disconnected)

Covers product and engineering process only Not well known / Undocumented

Level 2 - Connected data with on demand visibility across POM

Extend known playbook to also include discovery and product launch Documented PDLC with templates and playbook Instant visibility on bottlenecks throughout PDLC

Level 3 - Active Participation + Orchestrated decision making With Data

Broad direct engagement from cross functional teams to speed up decision and action Incorporate legal regulatory workflows etc.

Level 4 - Optimize Product Portfolio ROI Across POM

Gain insights Understand historic say/do/ change

Portfolio Roadmaps

Level 1 - Job is being done by the owning roles (but data is disconnected)

Use some form of prioritization framework (RICE, etc) and each product has own roadmap/ workspace Communicate roadmaps by manual push to various audiences

Level 2 - Connected data with on demand visibility across POM

Level 3 - Active Participation + Orchestrated decision making With Data

Level 4 - Optimize Product Portfolio ROI Across POM

Perform strategic risk monitoring triangulating outcomes, investments, and delivery Incorporate product and feature lifecycle in prioritization and allocation decisions

Portfolio Delivery

Level 1 - Job is being done by the owning roles (but data is disconnected)

Manually track cross-scrum team delivery progress inconsistent plan and track GTM / launch progress as delivery date constantly shifting

Level 2 - Connected data with on demand visibility across POM

Level 3 - Active Participation + Orchestrated decision making With Data

Level 4 - Optimize Product Portfolio ROI Across POM

Automatically monitor and mitigate cascading risks on delivery (aka ripple effects) See around the corners on risks to business and other financial risks instantly, real time