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18. Diagrams
Brian recommends using visuals like charts and diagrams to organize and tell a story. These visual aids can be created with tools like Google Drawings, Excalidraw or professional design tools like Photoshop, Illustrator, or Figma.
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19. Diagramming Exercise
Students are instructed to diagram the project's status from the Formatting exercise. The visualization should emphasize the overlapping nature of the work remaining in the project.
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https://pm.holt.courses/lessons/technical-writing/diagramming-exercise
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20. Executive Summaries
Brian stresses the importance of executive summaries. The goal of a successful executive summary is to communicate the key takeaways of a document with as little filler information as possible.
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21. Executive Summaries Exercise
Students are instructed to write an executive summary for the project status update from the Formatting exercise.
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https://pm.holt.courses/lessons/technical-writing/executive-summary-exercise
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22. Meetings Overview
Brian introduces a few fundamental principles for successful meetings. For example, understanding who is in the room and the context required to communicate the desired message.
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23. Meeting Preparation
Brian explains that meeting preparation strategies will vary depending on the level of importance. No matter how in-depth the preparation, a meeting organizer should set intentions, provide an agenda, timebox agenda items, and come to the meeting with a decision already in place.
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24. Meetings Q&A
Brian answers questions about meeting preparation and shares some public speaking advice for introverted individuals.
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25. Running a Meeting
Brian shares the importance of owning meetings and the difference between good and bad tangents. Preemptively addressing known issues helps meeting organizers control the conversation and flow of the meeting.
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26. Meetings Exercise
Students are instructed to create a meeting agenda from the memo from the Formatting exercise.
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https://pm.holt.courses/lessons/meetings/exercise
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27. Stats & Graphs
Brian emphasizes the critical role statistics and graphs play for a product manager to communicate a message. Choosing the appropriate chart for a data set is important and the use of pie charts is discouraged.
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28. Team Metrics
Brian explains that metrics are crucial to product management because it's evidence and help define the success or failure of a given mission. An example of team metrics at Netflix is also discussed in this lesson.
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29. Project Metrics
Brian explains why any project should affect team metrics. A PM should write down the problem the project is trying to solve and the metrics used to measure its success. The CSAT or customer satisfaction metric is also discussed in this lesson.
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30. Metrics Exercise
Students are instructed to identify what metrics should be tracked for each project and the affected company-wide metrics.
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https://pm.holt.courses/lessons/metrics/exercise
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31. User Stories
Brian recommends creating user stories by filling in the blanks: "As a [blank], I want to [blank]". This helps create a user story from the perspective of the end-user rather than the perspective of a product manager.
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32. Product Spec
Brian introduces the product spec and shares a few variations used by different companies. Whether it's referred to as a ticket, statement of work, or proposal, a product specification is the most important document to a product manager. It describes a parcel of work and the steps required to accomplish it.
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33. BLUF, Problem Statement, & Goals
Brian defines the BLUF (executive summary), problem statement, and how to define the goals of a project clearly. A product specification should include one of your team's metrics, or at the very least, company core metrics.
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34. Rollback Criteria, Timelines, & Mockups
Brian encourages project managers to define clear rollback criteria for when a team would stop working on a project and revert to a previous state. Tips for creating timelines and design mockups are also discussed in this lesson.
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35. Example Product Spec
Brian shares an example product spec. The sections of the product spec are organized by priority: BLUF, Problem Statement, Goals, Key Metrics, Rollback Criteria, Timelines, UI Mocks, Outstanding Questions, and Appendix.
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36. Product Spec Exercise
Students are instructed to write a product spec for any product idea. Suggested product ideas can be found on in the course website linked below.
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https://pm.holt.courses/lessons/product/exercise
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37. Fit into the Organization
Brian recommends shaping a planning process to align with the existing culture and organization. It's challenging to gain a consensus if the process doesn't fit. In some cases this may mean product managers focus on strategy while engineering managers create the plan.
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38. Starting the Planning Process
Brian shares tips for starting the planning process. Starting by getting ideas on paper helps with the writing process. Not all ideas need to come from a product manager. Projects should also be completable and have tangible milestones if there is a long timeline.
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