Product strategy meeting template
Review and adjust product strategy as a team
Use template
About the product strategy meeting template
Regular product strategy meetings are vital for keeping company and product leaders moving in the same direction. These gatherings ensure that everyone understands where you are headed, why it matters, and the work you have done lately to make progress towards product goals and initiatives.
Ideally these meetings encourage curiosity and problem solving — as long as you approach them effectively. Use this template to set an agenda and ground discussions in what is working well and where you can adjust.
The template includes sections for a strategic overview, review of goals and initiatives, updates on KPIs, identification of new opportunities, and more. A consistent structure helps people anticipate where they can contribute best — so you can work together to build a more lovable product.
How to use the product strategy meeting template
Gather company and product leaders together to review your product strategy.
Revisit your strategic direction Remind the team of the high-level strategy. Link out to key documents containing your product vision, business model, and positioning. Note significant changes to the market landscape — including personas and competitors — that the team needs to factor into the discussion.
Review progress Assess how the team is doing against your goals and initiatives and include an up-to-date view of your strategic roadmap to see what new functionality has been delivered and what is left to be done. Summarize KPIs — such as product usage or financial data — to keep the focus on delivering value and achieving results.
Think ahead Highlight any current business needs and challenges, identifying future areas of investment that are worth considering. List open questions that require further conversation.
Get back to work Plan what will happen next. @mention assignees, mark the status, and highlight due dates. Now you are aligned on who is doing what and by when.
