Action Planning Workshop
Most product teams are working hard. Few are working in sync. If any of these challenges sound familiar, this workshop was built for you.
- There is ongoing confusion about ownership across PM, PMM, and cross-functional partners, leading to duplicated work, missed handoffs, and slow decision-making.
- You are unsure whether your team’s time and resources are truly aligned to the most important strategic priorities.
- There is no shared, prioritized roadmap to address gaps, so work feels reactive instead of intentional and focused on high-impact outcomes.
- Private Team Training
- Online • In Person
- 1 Day Intensive
What Is the Purpose of an Action Planning Workshop?
The Action Planning Workshop helps organizations step back and assess how work is being done across product, marketing, and related teams. Its purpose is to align leadership around shared definitions, clear ownership, and top priorities. This makes execution faster, more focused, and more effective.
By aligning around shared definitions and ownership, teams leave with a practical, team-driven roadmap that closes gaps, reduces friction, and drives meaningful progress.
What you’ll learn in the Action Planning Workshop
Workshop Prerequisite
Workshop Tool
Uncover What’s Holding You Back
- Surface the hidden inefficiencies, ownership gaps, and misaligned efforts slowing your teams down
- Use structured heatmapping exercises to expose blind spots across product, marketing, product development / Engineering, and Go-to-Market teams.
Align Around What Really Matters
- Establish shared definitions and strategic priorities that get everyone moving in the same direction.
- Reduce internal friction by clarifying who owns what at both the leadership and team levels.
Design a Plan That Drives Change
- Build an actionable transformation roadmap tailored to your organization’s structure and goals.
- Leave with a unified team plan that unlocks focus, momentum, and measurable progress.
Build a Culture of Clarity and Accountability
- Empower your teams to self-manage priorities and ownership without constant top-down intervention.
- Reinforce strategic discipline that outlasts reorgs, roadmap shifts, and leadership turnover.
Who Benefits from the Action Planning Workshop
Product Owners
Responsible for overseeing products from exploratory research through development, launch, and throughout the product life cycle.
Product Managers
Responsible for targeting product launches and go-to-market campaign messaging for unique market segments.
Product Marketing Managers
Responsible for overseeing products from exploratory research through development, launch, and throughout the product life cycle.
Project Managers
Overseeing project execution, aligning it with strategic roadmaps.