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Product Management Framework

This is the central Product Management shared area for our financial services organization. It contains frameworks, templates, processes, and artifacts to support exceptional product management across broker services and wealth management.

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Directory Structure

product-management/
├── frameworks/       # Core PM frameworks and methodologies
├── templates/        # Reusable templates for PRDs, roadmaps, etc.
├── processes/        # Product development processes and workflows
├── research/         # Customer research and market analysis
├── roadmaps/         # Product roadmaps and strategic plans
└── metrics/          # Product metrics, OKRs, and success criteria

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Key Frameworks

  1. Product Discovery Framework - How we identify and validate opportunities
  2. Prioritization Framework - RICE scoring and value vs effort analysis
  3. Product Development Lifecycle - End-to-end product delivery process
  4. Metrics & Success Framework - How we measure product success

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Getting Started

  • For new features, start with the PRD template in /templates/prd-template.md
  • For prioritization, use the RICE scoring framework in /frameworks/prioritization.md
  • For customer research, follow the discovery process in /frameworks/discovery.md
  • For roadmap planning, see /frameworks/roadmap-planning.md

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Domain Focus

Our product management practices are tailored for:
  • Broker Services - Trading platforms, execution, client management
  • Wealth Management - Portfolio management, client advisory, reporting
  • Financial Technology - Compliance, security, data analytics
All frameworks consider regulatory requirements, security concerns, and financial industry best practices.