Agile Product Management Templates

Being an experienced Agile Coach, I often found gaps in the available product management templates. Thus, I decided to create my own and make them available to everyone. The below templates are currently available for FREE Download:

  • The Product Personas - Agile Template
  • The Product Vision - Agile Template
  • The Product Roadmap - Agile Template
  • Feature-Level Dependency Matrix - Agile Template
  • Story-Level Dependency Matrix - Agile Template
  • The Feature Writing Checklist

I have included a brief description about each of these templates on this page. Enter your email below to 1) download the above templates and 2) subscribe to my monthly newsletter. 

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Product Persona - Agile Template

A persona is a fictional representation of your ideal customer based on market research, customer data, and more. Personas drive user experience decisions and provide a shared understanding of customers’ needs, opportunities, and aspirations. 

Using this template, you will get a one-pager view of your persona including his personal details, demographics, lifestyle choices, pain areas, etc. This data can then be used to create your product goals that satisfy the needs of your primary personas.





Product Vision - Agile Template

In simple words, a product vision describes the purpose of the product, what problems it is trying to solve for its users, and what benefits it is targeting to bring to its customers. It represents the future state of the product from a user’s perspective. The product vision represents the core essence of the product. The popular definition of the product vision, originally from the book, Crossing the Chasm by Geoffrey Moore, is as below:

For (the target customers),
Who (have a certain need),
Our product is a (product category),
That provides (compelling reason to buy).
Unlike (the product alternative),
Our product (has these key differentiators).

With this template, you will be able to visualize how your product goals are derived from your users’ needs and how they map to your enterprise objectives. Moreover, this template gives you a framework to define your EPICs or the big blocks of work that must be completed to achieve your product goals.



Product Roadmap - Agile Template

The product roadmap is a powerful tool to have a continued focus on the product’s goals, create an alignment with other stakeholders, measure progress, and adjust as needed. Every product must have a product roadmap to help realize the product vision and its objectives.

Using this template, you will be able to visualize the prioritized product features for a given year, major milestones, the product goals that you will achieve with each PI (Program Increment) or a quarter, how these product goals will be measured, and how they map to the enterprise objectives. The mapping of product goals with enterprise OKRs provides an understanding as to how the product contributes to the overall goals of the enterprise.



The Feature-Level Dependency Matrix - Agile Template

A dependency matrix is a powerful visual tool that represent dependencies across different teams or systems. The feature-level dependency matrix is used to visualize feature dependencies across dependent teams working together to complete a specific EPIC. This template for the feature-level dependency matrix serves as a guide to effectively track and manage dependencies across teams.



The Story-Level Dependency Matrix - Agile Template

Similar to the feature-level dependency matrix, this template will help you visualize dependencies across dependent teams at a user story level. Both the feature-level and the story-level dependency matrix templates should be used in conjunction with each other. The feature-level matrix provides a visual representation of how one feature is either "blocked by" or "is blocking" another feature across teams. Using this information, you can then create the story-level dependency matrix to effectively organize user stories across sprints for each team. This level of visibility will minimize wait time and possible rework.



The Feature Writing Checklist - Agile Template

Often, teams start working on user-stories prior to a feature being ready to start. This causes a lot of confusion with the feature scope and leads to frustration. Thus, it’s best to write better features using this checklist such that the feature scope, dependencies, and other details are available prior to the team's commitment to a feature during the PI planning. The feature writing checklist provides a list of items that you need to write a well-defined feature.