Use when defining or refining product vision. Use after initial stakeholder input. Produces vision statement, success metrics, strategic alignment documentation, and elevator pitch.
Articulate a clear, compelling product vision that aligns stakeholders and guides decision-making. Synthesizes inputs from strategy, market research, and user needs into actionable vision artifacts.
Core principle: A good vision inspires action and enables autonomous decision-making. If teams can't use it to make tradeoffs, it's too vague.
product_vision:
product_name: "[Name]"
version_date: "[YYYY-MM-DD]"
vision_statement:
one_liner: "[Single sentence vision]"
expanded: "[2-3 sentence elaboration]"
elevator_pitch:
for: "[Target user]"
who: "[Has this need/problem]"
the: "[Product name]"
is_a: "[Product category]"
that: "[Key benefit]"
unlike: "[Competitor/alternative]"
our_product: "[Key differentiator]"
target_users:
primary:
persona: "[Name]"
description: "[Who they are]"
goals: ["[Goal 1]", "[Goal 2]"]
pain_points: ["[Pain 1]", "[Pain 2]"]
secondary:
- persona: "[Name]"
relationship: "[How they interact with product]"
problem_statement:
current_state: "[How things work today]"
pain_points: ["[Pain 1]", "[Pain 2]"]
cost_of_problem: "[Quantified impact]"
desired_state: "[How things should work]"
value_proposition:
functional: "[What the product does]"
emotional: "[How it makes users feel]"
economic: "[Business value delivered]"
success_metrics:
north_star:
metric: "[Primary success metric]"
current: "[Baseline]"
target: "[Goal]"
timeframe: "[When]"
supporting:
- metric: "[Metric name]"
target: "[Value]"
rationale: "[Why this metric]"
strategic_alignment:
company_strategy: "[How this supports company goals]"
portfolio_fit: "[Relationship to other products]"
competitive_positioning: "[Market position]"
scope_boundaries:
in_scope:
- "[What we will do]"
out_of_scope:
- "[What we explicitly won't do]"
future_consideration:
- "[What we might do later]"
key_assumptions:
- assumption: "[What we believe to be true]"
validation: "[How we'll verify]"
risk_if_wrong: "[Impact if incorrect]"
decision_principles:
- principle: "[Guiding principle for tradeoffs]"
example: "[How to apply it]"
[Product] enables [target user] to [achieve outcome] by [unique approach].
Examples:
| Attribute | Test | Example |
|---|---|---|
| Inspiring | Does it motivate the team? | "Transform how..." vs "Build a tool that..." |
| Clear | Can anyone understand it? | No jargon or buzzwords |
| Directional | Does it guide decisions? | "Focus on speed" enables tradeoffs |
| Achievable | Is it realistic? | Ambitious but not fantasy |
| Measurable | Can you tell if you've achieved it? | Ties to success metrics |
The Geoffrey Moore template:
For [target customer]
Who [statement of need or opportunity]
The [product name]
Is a [product category]
That [key benefit, reason to buy]
Unlike [primary competitive alternative]
Our product [statement of primary differentiation]
Example:
For B2B SaaS companies with 10-50 employees who lose 30% of customers in the first 90 days due to poor onboarding, ChurnBuster is a customer success platform that reduces early churn through personalized intervention. Unlike generic analytics tools, ChurnBuster combines behavioral signals with automated engagement workflows.
The single metric that best captures value delivered:
| Product Type | Example North Star |
|---|---|
| Marketplace | Transactions completed |
| SaaS | Weekly active users |
| Content | Time spent engaging |
| E-commerce | Purchase frequency |
| Productivity | Tasks completed |
supporting_metrics:
acquisition:
- metric: "New user signups"
target: "1,000/month"
activation:
- metric: "Complete onboarding"
target: "60% of signups"
engagement:
- metric: "DAU/MAU ratio"
target: ">25%"
retention:
- metric: "30-day retention"
target: ">40%"
revenue:
- metric: "MRR growth"
target: "10% month-over-month"
current_state:
who: "Operations analysts at mid-size banks"
what_they_do: "Manually match trade confirmations to internal records"
how_long: "2-3 hours per day"
pain_points:
- "Repetitive, low-value work"
- "Error-prone manual process"
- "Settlement delays from mismatches"
cost:
time: "1,500 hours/year per analyst"
errors: "2% mismatch rate causing settlement fails"
money: "$50K/year in failed settlement penalties"
desired_state:
experience: "Analysts review only exceptions, not every confirmation"
outcome: "95% auto-match rate with human oversight"
benefit: "Redirect analyst time to complex cases"
measurement: "Same throughput with 60% less manual effort"
Help teams make autonomous decisions:
| Principle | Tradeoff Guidance |
|---|---|
| "Speed over perfection" | Launch MVP, iterate later |
| "Enterprise-grade reliability" | Take time for testing, don't cut corners |
| "Self-service first" | Build features users can discover, minimize support |
| "Mobile-native experience" | Optimize for mobile even if web suffers |
Applying Principles:
decision_principles:
- principle: "Simplicity over feature richness"
example: |
When choosing between adding a complex feature
and improving an existing simple one, improve the existing.
- principle: "Data-informed, not data-driven"
example: |
Metrics guide but don't dictate. User research
and judgment matter when data is inconclusive.
| Mistake | Problem | Fix |
|---|---|---|
| Too vague | "Make users happy" | Specific outcomes |
| Too narrow | Feature, not vision | Lift to outcome level |
| No boundaries | Everything is in scope | Explicit out-of-scope |
| No metrics | Can't measure success | Define north star |
| Buzzword-laden | "AI-powered synergy" | Plain language |
| Static | Never updated | Quarterly refresh |
| Trigger | Action |
|---|---|
| Quarterly | Review metrics, adjust if needed |
| New strategy | Realign to company direction |
| Market shift | Assess competitive positioning |
| User feedback | Validate assumptions |
| Team confusion | Clarify and communicate |