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Product portfolio excellence by Petra Wille

Product portfolio excellence template by Petra Wille

Make informed decisions and align your teams.

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Roadmap
Timeline
Backlog
Roadmap
Roadmap

About the product portfolio excellence template

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

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.

airfocus author: Petra Wille

Petra Wille

Product Leadership Coach
Petra Wille, author of STRONG Product People and STRONG Product Communities, is an independent product leadership coach and the host of the Product at Heart conference. She has been helping product teams and leaders enhance their skills since 2013....more
1 Template

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Pre-installed apps

prioritization-app

Priority Ratings

Set up a custom prioritization framework

mirror-app

Item Mirror

Mirror items across workspaces

Benefits that come from using this template

Create a product portfolio

End-to-end product management

Build a strategic product roadmap

Seamless integrations

FAQ about the product portfolio excellence by petra wille template

How does this template help in managing a product portfolio effectively?
This template provides a comprehensive overview of your entire product portfolio by mirroring items from individual team workspaces into a centralized portfolio workspace. This helps product leaders make informed decisions, align teams, and streamline the product development lifecycle from ideation to delivery.
Can this template be customized to fit our specific needs?
Yes, the template is flexible and customizable. You can tailor the product and portfolio workspaces to match your specific processes and workflows, ensuring it meets your unique product management requirements.

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