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Templates to Guide the Product Management Lifecycle Process

Delivery Format

This package of three templates in Word format is delivered direct to your desktop as three attachments to an email message:
1) Product Concept and Strategy Template is 24 pages.
2) Business Case Template is 51 pages.
3) Marketing Requirements Document Template is 21 pages.
Total size of files delivered is 1.2MB.

Pricing

A license allowing up to 5 people in one organization to have access to the templates is priced at $329. To provide access to more than 5 people, call 303.774.8415 for pricing.

Ordering

Download pdf file of PMLP Templates Order Form.

[Get Adobe Acrobat Reader]

Template Package

Cary and Associates is able to offer these product planning templates through its alliance with marketing executive Ron Elsis.

The Product Management Lifecycle Process serves as the foundation for identifying and building profitable customer-focused products and services. These planning templates include instructions and examples for carrying out the various steps in an organized and logical manner; they guide the product management process and ensure all key business and technical issues are addressed. The discipline outlined in this process has value for both young firms and well-established firms and can easily be customized to fit any organization’s needs.

The template package includes three units. The first unit, Product Concept and Strategy, provides guidance on all of the business topics necessary to prepare a high-level assessment of an opportunity with rough estimates for development costs, timelines, and revenue. If executive management concludes the idea has potential based on the Product Concept and Strategy, one proceeds to the second template, the Business Case. The Business Case walks through the process of refining all of the estimates -- such as the market opportunity, resource needs, timeline and development costs -- step by step. This provides a more sound basis for the executive team to determine whether the idea is advantageous for the company at this time. If it is, one proceeds to the Marketing Requirements Document, which provides the methodology for getting actionable customer input about the product or service to be developed.

Flow Chart for Product Management Lifecycle Process

From the Introduction

The key to the "Product Management Lifecycle Process" is to obtain consensus from all departments that the product will affect. This consensus eliminates surprises during the process and ensures that all departments are on the same page with regards to all aspects involved in the release of a product.

Product Concept and Strategy Template

  1. Document Purpose
  2. Product Concept and Strategy Document Versioning Information
  3. Document Versions
  4. Internal Review Approval Form
  5. Executive Summary
  6. Market Opportunity
    • 6.1 Market Overview
    • 6.2 Geospatial Product Offering
    • 6.3 Addressable Market
    • 6.4 Competitive Advantage
    • 6.5 Regional Opportunities
    • 6.6 Segment Opportunities
    • 6.7 Intellectual Property Opportunities
    • 6.8 Barriers to Entry
    • 6.9 Window of Opportunity
    • 6.10 Opportunity Boundaries
    • 6.11 Strategic Approach
  7. Operations Team
    • 7.1 Product Solution Delivery
    • 7.2 Software/Hardware Requirements
    • 7.3 Interfaces
    • 7.4 Upgrade Requirements
    • 7.5 Reliability and Performance
    • 7.6 Quality and System Test
    • 7.7 Training Plan
    • 7.8 User Documentation
    • 7.9 Licensing Requirements
    • 7.10 Legal, Copyright and Other Notices
  8. Timeline and Resources
  9. Peer Review Comments
  10. Final Approval

Business Case Template

  1. Document Purpose
  2. Business Case Document Versioning Information
  3. Document Versions
  4. Internal Review Approval Form
  5. Executive Summary
    • 5.1 Overview
    • 5.2 Recommendation
  6. Market Opportunity and Analysis
    •  6.1 Market Overview
    •  6.2 Mission and Strategy
    •  6.3 Customer Feedback Loop
    •  6.4 Geospatial Offering
    •  6.5 Addressable Market
    •  6.6 Cultural Environment
    •  6.7 Technical Environment
    •  6.8 Competitive Analysis
    •  6.9 Regional Opportunities
    •  6.10 Segment Opportunities
    •  6.11 Intellectual Property Opportunities
    •  6.12 Barriers to Entry
    •  6.13 Window of Opportunity
    •  6.14 Standards
    •  6.15 Opportunity Boundaries
    •  6.16 Regulatory Issues
    •  6.17 Strategic Approach
    •  6.18 Operations
    •  6.19 Costs to Move Forward
    •  6.20 Organization, Activities and Responsibilities
  7. Financial Projections
    •  7.1 Financial Summary
    •  7.2 Revenue, Cost and Profit
    •  7.3 Scenario Planning / Risk Analysis
    •  7.4 Business Case Acceptance Considerations
    •  7.5 Recommendation
  8. Timeline and Resources
  9. Product Roadmap
  10. Peer Review Comments
  11. Final Approval

Marketing Requirements Document Template

  1. Document Purpose
  2. Marketing Requirements Document Versioning Information
  3. Document Versions
  4. Internal Review Approval Form
  5. Executive Summary
  6. Customer Profile
  7. Customer Order Flow
  8. Requirements
    • 8.1 Assumptions
    • 8.2 Architectural Considerations
    • 8.3 Basic Functionality
    • 8.4 Implementation Considerations
  9. Product Roadmap
  10. Timeline for Product Delivery
  11. Peer Review Comments
  12. Final Approval
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