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Product clinics/drop-ins

  • 1 October 2021
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Hello Product makers, I am considering kick starting product clinics or drop-in sessions ideally half hour weekly at my organisation. We are a fast growing company, these sessions will help on board people on how to use Productboard, useful views and allow people across the wider business to share product insights. Are there people out there running similar sessions at their organisations? What other topics do you suggest I cover and most importantly, how do I make these sessions effective? :grinning:

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Best answer by david.morgan 1 October 2021, 14:57

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Hello Product makers, I am considering kick starting Product Clinics or Product drop in sessions ideally half hour weekly at my organisation. We are a fast growing company, these sessions will help on board people on how to use Productboard, useful views and allow people across the wider business to share product insights. Are there people out there running similar sessions at their organisations? What other topics do you suggest I cover and most importantly, how do I make these sessions effective? :grinning:


Insights!

Insights!

Insights!

I know, I repeated myself thrice too many times. One of the core things I’ve constantly been working on training new employees, of any department, is how to use Insights (Google Chrome plugin, Emails, Slack, Productboard...). It’s become useful because our CSM comes up with a lot of insights/suggestions from their monthly/quarterly business reviews with customers, our development team comes up with some interesting technical work (either architecture/infrastructure or tech debt that’s blocking work on something else), and stakeholders love seeing it all formed into quantifiable data. :smile:

Some of the views that are pretty handy so far are:

  • Theme-Based Roadmaps: It’s easier to align teams when there’s a unified “theme” (this is universal throughout all product work). Having your roadmaps organized based on themes really outlines what the goal/purpose of each feature, enhancement, or product is there for (for the organization).
  • Features - Sort by Company: Sometimes your customer service/success team wants to see what their accounts are asking for, when they might be in the pipeline from the product/dev standpoint, and when they can start “warming up” their accounts for those much-request features. It’s pretty solid for sales and marketing too.

If you guys are using JIRA, I would definitely suggest working towards getting that integrated so it’s more “ingrained” into the workflow.

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Great idea @Flo!

Given you only have these folks for a half-hour, high-level context will be good to provide as well as post-session takeaways they can use to level up their knowledge.

Love that @david.morgan called out insights -- as Contributors across your company are certainly important to sharing product feedback and learnings so the product team can use these to make better decisions about where the product is heading.

A couple thoughts on possible content:

  • leave some time to talk broadly about your product vision, strategy, and objectives can be hugely helpful for many folks.
  • Get in some training around Productboard and help them see how to use it in their work. If you wanted you could sit together and watch some of our on-demand Customer Education sessions, join a live session then talk about it. Or you could provide those as followups to your team alongside other resources. We do have a ton of great content as well in our support site that you can draw on.

Would love to hear how these go as you roll them out too! Come share a story or let’s get you to do a talk on this topic. I’m sure others would be interested to hear your learnings.

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Hello Product makers, I am considering kick starting Product Clinics or Product drop in sessions ideally half hour weekly at my organisation. We are a fast growing company, these sessions will help on board people on how to use Productboard, useful views and allow people across the wider business to share product insights. Are there people out there running similar sessions at their organisations? What other topics do you suggest I cover and most importantly, how do I make these sessions effective? :grinning:


Insights!

Insights!

Insights!

I know, I repeated myself thrice too many times. One of the core things I’ve constantly been working on training new employees, of any department, is how to use Insights (Google Chrome plugin, Emails, Slack, Productboard...). It’s become useful because our CSM comes up with a lot of insights/suggestions from their monthly/quarterly business reviews with customers, our development team comes up with some interesting technical work (either architecture/infrastructure or tech debt that’s blocking work on something else), and stakeholders love seeing it all formed into quantifiable data. :smile:

Some of the views that are pretty handy so far are:

  • Theme-Based Roadmaps: It’s easier to align teams when there’s a unified “theme” (this is universal throughout all product work). Having your roadmaps organized based on themes really outlines what the goal/purpose of each feature, enhancement, or product is there for (for the organization).
  • Features - Sort by Company: Sometimes your customer service/success team wants to see what their accounts are asking for, when they might be in the pipeline from the product/dev standpoint, and when they can start “warming up” their accounts for those much-request features. It’s pretty solid for sales and marketing too.

If you guys are using JIRA, I would definitely suggest working towards getting that integrated so it’s more “ingrained” into the workflow.

Thanks @david.morgan for this detailed response.
 

The Theme-based roadmap is an awesome suggestion. We currently work with our quarterly objective and assign features to those objectives, we create a unified Roadmap view by objective. 
Is this what you also refer to as Theme-Based Roadmap? 

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Great idea @Flo!

Given you only have these folks for a half-hour, high-level context will be good to provide as well as post-session takeaways they can use to level up their knowledge.

Love that @david.morgan called out insights -- as Contributors across your company are certainly important to sharing product feedback and learnings so the product team can use these to make better decisions about where the product is heading.

A couple thoughts on possible content:

  • leave some time to talk broadly about your product vision, strategy, and objectives can be hugely helpful for many folks.
  • Get in some training around Productboard and help them see how to use it in their work. If you wanted you could sit together and watch some of our on-demand Customer Education sessions, join a live session then talk about it. Or you could provide those as followups to your team alongside other resources. We do have a ton of great content as well in our support site that you can draw on.

Would love to hear how these go as you roll them out too! Come share a story or let’s get you to do a talk on this topic. I’m sure others would be interested to hear your learnings.

Thanks @scott.baldwin for these insights. 

  • I will weave these into those discussions, most likely the initial sessions. I plan to keep these sessions informal to encourage people across the wider business to attend. 
  • Thanks for sharing these links to Product trainings. 
    Will definitely update the community on the progress :) 

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