Structure: Claude Sonnet 4.5
1. Foundation & Philosophy
1.1 Personal Operating System
- Core values and guiding principles for decision-making ikigaia
- Personal strengths and areas of expertise
- Communication preferences and working style
- Energy management patterns (optimal times for deep work vs. collaboration) productleadership
- Decision-making frameworks and mental models
1.2 Role Definition & Scope
- Responsibilities as PM in enterprise B2B SaaS context monterro
- Stakeholder map and key relationships
- Success metrics for the role
- Authority boundaries and escalation paths
2. Strategic Frameworks
2.1 Product Strategy & Vision
2.2 Prioritization Frameworks
- Feature prioritization methods (RICE, Value vs. Effort, Kano Model) atlassian
- Roadmap prioritization approach
- AARRR framework for growth metrics tcgen
- Eisenhower Matrix for task management theproductfolks
- Trade-off decision frameworks
2.3 Discovery & Research
- Customer research methodologies
- Problem validation techniques
- User interview frameworks and question templates
- Competitive intelligence gathering process
- Market analysis approaches
3. Core Artifacts & Templates
3.1 Strategic Documents
- Product vision and strategy templates
- OKR/goal-setting frameworks
- Business case and ROI calculation templates
- Product roadmap formats (now-next-later, quarterly, theme-based) monterro
- Market requirements documents (MRD)
3.2 Product Requirements
- PRD template with all key components aha
- Problem statement, objectives, success metrics
- User stories, use cases, acceptance criteria
- Non-functional requirements, dependencies, constraints
- Launch plan and testing approach
- User story templates and writing guidelines
- Technical specification collaboration approach
- Feature brief templates
3.3 Operational Documents
- Sprint planning templates
- Release notes format
- Status report templates for stakeholders
- Go-to-market checklist
- Post-mortem/retrospective templates
4. Processes & Ways of Working
4.1 Product Development Process
4.2 Stakeholder Management
- Executive engagement cadence and format
- Cross-functional collaboration protocols (Engineering, Design, Sales, Marketing, Customer Success)
- Customer Advisory Board processes
- Sales enablement workflow
- Customer feedback loops and channels
4.3 Decision-Making Processes
- When to say yes vs. no to feature requests
- Escalation protocols for blockers
- Trade-off evaluation process
- Build vs. buy decision framework
- Technical debt management approach
5. Time Management & Productivity
5.1 Calendar Management
- Time blocking strategy for focus time productside
- Meeting hygiene and protocols productside
- Weekly planning rituals
- Daily planning approach (eat the frog method) productside
- Context-switching minimization techniques theproductfolks
5.2 Task Management
- Task categorization system
- SMART goal setting approach theproductfolks
- Delegation framework theproductfolks
- Proactive vs. reactive time allocation
- Saying no strategically to non-essential work theproductfolks
5.3 Energy Management
- Deep work vs. collaborative work scheduling ikigaia
- Break strategies (Pomodoro, strategic pauses) theproductfolks
- Meeting-free blocks
- Peak performance time identification and protection
6. Team Management & Leadership
6.1 Team Effectiveness
6.2 Collaboration & Communication
- Collaboration expectations and best practices ikigaia
- Communication channels and protocols (Slack, email, meetings)
- Documentation standards
- Async vs. sync communication guidelines
- Information radiator strategy (where to find what)
6.3 People Development
- 1-on-1 structure and frequency
- Mentoring and coaching approach
- Skills development planning
- Performance feedback frameworks
- Career development conversations
7. Tools & Technology
7.1 Core Toolstack
- Product management platform (roadmapping, backlog management)
- Collaboration tools (documentation, design, communication)
- Analytics and data tools
- Customer feedback and research tools
- Project management tools miro
7.2 Tool Best Practices
- When to use which tool
- Integration workflows between tools
- Documentation standards per tool
- Access management and permissions
- Automation opportunities theproductfolks
7.3 Data & Analytics
- Key metrics dashboard locations
- Reporting cadence and formats
- Data sources and access
- Analytics frameworks (cohort analysis, funnel analysis)
- A/B testing tools and methodology
8. Onboarding & Knowledge Transfer
8.1 New PM Onboarding
- First 30-60-90 day plan structure
- Essential reading and resources
- Key stakeholder introductions
- Product domain knowledge resources
- Systems and tool access checklist
8.2 Domain Knowledge
- Product architecture overview
- Customer profiles and use cases
- Industry and market context
- Competitive landscape map
- Historical context and decisions
8.3 Organizational Context
- Company strategy and priorities
- Team history and evolution
- Past product decisions and rationale
- Cultural norms and unwritten rules
- Political landscape navigation
9. Reference Library
9.1 Internal Resources
- Company strategy documents
- Product documentation repositories
- Customer insights and research archive
- Design system and brand guidelines
- Engineering standards and architecture docs
9.2 External Resources
- Industry blogs and thought leaders
- Relevant books and articles
- Communities and networks
- Courses and certifications
- Podcasts and newsletters
9.3 Templates & Checklists
- Quick reference guides for common tasks
- Email and message templates
- Meeting agenda templates
- Decision logs and ADRs (Architecture Decision Records)
- Launch checklists
10. Continuous Improvement
10.1 Reflection Practices
- Weekly review process
- Quarterly self-assessment
- Annual planning and goal-setting
- Lessons learned documentation
- Personal retrospectives
10.2 Skills Development
10.3 Playbook Maintenance
- Review cadence for playbook updates
- What’s working vs. what needs adjustment
- New learnings to incorporate
- Process improvements to test
- Version control and change log
https://www.perplexity.ai/search/i-am-a-b2b-enterprise-saas-pro-kaO2T6kDStmWEK2GEHEy7A