Product portfolio excellence template by Petra Wille

About the product portfolio excellence template by Petra Wille

This product portfolio excellence template was created by Petra Wille. It’s designed to empower product leaders with a comprehensive overview of their entire product portfolio, enabling them to make informed decisions and drive strategic alignment across teams.

Why use this template?

Using this template provides several benefits:

• Comprehensive overview: Gain a bird’s-eye view of your entire product portfolio.

• Informed decision-making: Make strategic decisions based on a holistic understanding of product priorities and releases.

• Team alignment: Ensure cross-functional teams are aligned with the overall product strategy.

• Streamlined processes: Seamlessly mirror items from individual team workspaces to a centralized portfolio workspace.

Key features of the template

This template includes three connected workspaces:

1. 2. Product workspace (2x): Manage your product management process, including product strategy, backlog, prioritization, workflows, and roadmaps.

3. Product portfolio workspace (1x): Display selected items from the product or team workspaces in your portfolio to get a bird's-eye perspective on priorities and releases.

Who should use the product portfolio excellence framework by Petra Wille?

• Organizations that need a high-level view of all product initiatives to ensure strategic goal alignment.

• Product leaders who want to track progress seamlessly from idea inception through discovery to delivery.

• Teams that require a centralized portfolio workspace to monitor contributions to strategic goals.

• Companies aiming to balance between comfort-zone projects and bold new initiatives.

• Businesses across various industries and team structures, from scaleups to large enterprises, seeking a comprehensive product portfolio overview.

How to add the template to your airfocus account

• Click “Try this template” on the banner below or at the top of the page.

• Sign up or log in to your airfocus account.

• Open the left-hand sidebar.

• Click the “+” icon and select “New workspace.”

• Go to the “By experts” section and install the template.”

Getting started with this template

• Get acquainted: Familiarize yourself with the different sections of the product and portfolio workspaces.

• Manage product workspaces: Use the product workspaces to handle your product management process, from strategy to roadmaps.

• Mirror items: Select and mirror items from individual team workspaces into the product portfolio workspace for a centralized overview.

• Strategic alignment: Use the portfolio workspace to ensure alignment across teams and make informed strategic decisions.

Additional resources

• What is a Product Portfolio Strategy and How to Develop It?

• Portfolio vs Product Roadmaps: When and How To Use Them

• Maximizing Product Potential: A Guide To Building a Strong Product Portfolio

We encourage you to check out Petra Wille’s other product management and leadership resources, including her blog, book, and consulting services on petra-wille.com, to further enhance your product management and improve product culture.