Efficiency Squared

Product Management

Product Strategy & Roadmapping

A two-day specialty for senior product managers, group PMs, and directors of product who own quarterly bets and multi-year roadmaps. Strategy doc craft, positioning frameworks (Dunford), OKR translation, roadmap formats, audience-tiered communication, and the strategy-defending discipline most underweighted in PM literature.

Format
Live virtual, in-person, or private on-site
Duration
2 days
Level
Practitioner
From
$1995.00

About this course

Course overview

The PM specialty most senior PMs say they wish they'd taken three years earlier.

Product strategy is what separates a senior PM from a Group PM, and roadmapping is what separates a Group PM from a Director of Product. Both skills are typically learned the painful way — through three or four bad strategy docs and a half-dozen feature-list "roadmaps" that didn't survive contact with the executive team. This two-day specialty compresses that learning curve.

Day 1 covers strategy: vision, positioning (April Dunford), defensibility, OKR translation, quarterly-bet selection. Day 2 covers roadmapping: format selection, audience-tiered rendering (executive vs sales vs customer vs engineering — same strategy, four very different documents), portfolio review, and the strategy-defending discipline that protects roadmaps from feature-request gravity. Vendor-neutral on tooling — patterns transfer across Productboard, Aha!, ProductPlan, Roadmunk, and the spreadsheets you'll build when none of those fit.

Learning outcomes

What you'll learn

Every module is tied to an outcome you can bring back to your team the next day.

  • Write a product strategy that survives executive review — vision, positioning, target customer, value proposition, defensibility, and the bets that follow
  • Apply positioning frameworks (Dunford, Geoffrey Moore, Alex Schultz) to articulate why-us, why-now, and why-not-them
  • Translate product strategy into OKRs, quarterly bets, and the prioritization decisions that follow without devolving into feature requests
  • Choose the right roadmap format — Now/Next/Later, theme-based, outcome-based, Gantt, dual-track — for the audience reading it
  • Communicate roadmap and trade-offs to executives, sales, customers, and engineering with three different rendering choices that match each audience
  • Run a quarterly portfolio review, kill or de-scope underperforming bets, and protect strategy from feature-backlog gravity
  • Build a 90-day plan to upgrade your real product strategy and roadmap to senior-PM standard

Audience

Who it's for

  • Senior product managers (3+ years experience) moving toward Group PM or Director of Product roles
  • Group PMs and product directors actively running portfolios with multiple senior PMs reporting in
  • Product leaders rebuilding strategy + roadmap discipline after a re-org, M&A, or strategy reset
  • Founders and early operators who own the product strategy themselves and want a senior-PM frame
  • BAs, project managers, and engineering leaders moving into product leadership at scale-up companies

Course structure

Syllabus

A structured path from core concepts to applied practice.

Module 1

Day 1 — Strategy and Positioning

  • What product strategy actually is — strategy vs roadmap vs backlog vs feature list
  • Why most product strategy docs fail; the four patterns that survive (Cagan, Lean Strategy Canvas)
  • Vision, positioning (Dunford), differentiation, defensibility, and competitive moats
  • OKRs in product: outcome-based vs output-based; quarterly bet selection
  • Workshop: each learner writes (or rewrites) a strategy doc + bet list for their real product
Module 2

Day 2 — Roadmapping and Communication

  • Roadmap formats: Now/Next/Later, theme-based, outcome-based, Gantt, dual-track — when each fits
  • Time horizons: 6-week, quarterly, annual, multi-year — and which to render for which stakeholder
  • Audience-tiered roadmap communication: executive / sales / customer / engineering
  • Portfolio review: kill, de-scope, double-down decisions; defending strategy from feature gravity
  • Workshop: each learner produces a 4-rendering roadmap pack + 90-day upgrade plan for their real product

Public cohorts

Upcoming sessions

Secure your seat in a live, instructor-led cohort. Private team deliveries available on request.

No public cohorts on the calendar yet.

We run this course as a private team cohort on demand, or you can be the first to know when the next public date drops.

Frequently asked questions

Still have questions?

How is this different from Product Management Bootcamp?
Bootcamp is a 5-day breadth course covering the full PM craft (discovery, strategy, research, prioritization, execution, metrics). This is a 2-day depth course on strategy + roadmapping specifically. Most learners take Bootcamp first; senior PMs already past the Bootcamp content come straight here.
Do I need to be a senior PM already?
Recommended but not strictly required. The course works best if you've already shipped a product or two and have a real strategy + roadmap to bring with you. New PMs can attend but will get less out of the workshops because the artifacts you'd revise don't yet exist.
Is this tool-specific (Productboard / Aha! / ProductPlan)?
No — vendor-neutral by design. We demonstrate roadmap renderings across multiple tools but the patterns (format selection, audience-tiered communication, kill-bet conversations) transfer identically across Productboard, Aha!, ProductPlan, Roadmunk, Trello, and a spreadsheet.
Will I have a usable strategy + roadmap by the end?
Yes — that's the explicit outcome. Each learner brings their real product on Day 1 and walks out with a revised strategy doc, OKR + bet list, 4-rendering roadmap pack, and a 90-day plan to socialize and operationalize it.
Can this be delivered as a private cohort?
Yes — and it works especially well for product orgs going through a strategy reset. Private deliveries can include the senior leadership team for the executive-rendering workshop and a follow-up coaching engagement for the 90 days post-bootcamp.

Bring this training to your team

We deliver private cohorts in-person and online, tailored to your operating context.