Product strategy templates

A new product often fails not because of poor ideas but because the strategy behind it is fragmented. Without a cohesive product strategy framework, product teams can waste energy debating trade-offs instead of building a successful product that meets user needs.

A product strategy template solves this disconnect. By centralizing vision, goals, personas, and metrics, you create a repeatable system that guides product development. With a product template, you transition from siloed documents and tools to a single, unified product strategy document that rallies both team members and stakeholders around a shared set of priorities.

Who benefits from product strategy templates?

Product strategy templates support both goal setting and decision making across the entire product lifecycle. From startups defining their first product vision to large organizations refining their pricing models, a shared product strategy enables teams to achieve their goals more efficiently and make better decisions.

Product managers

Define product goals, outline the roadmap, and connect product development to company objectives and key results (OKRs). A product document strategy template helps you prioritize trade-offs and make transparent decisions.

Product leaders

Set business objectives and measure key results. Using a template harmonizes product teams with the company’s strategy while creating accountability at every milestone.

Product marketing teams

Develop go-to-market strategies that effectively position the product for your target market segment. Your product strategy template links messaging, unique value proposition, and customer profiles to the roadmap.

Stakeholders

You can view the overall strategy without needing to delve into Google Docs or other siloed project management tools. A template illustrates how the product vision connects to your business model.

Why use a product strategy template?

With a product strategy template, you create a high-level product plan that coordinates everyone around business objectives. When you can document elements like user personas, metrics, and milestones within a single project, your entire team achieves goals far more efficiently.

Benefits of product document strategy templates include:

• Organize product teams and stakeholders around one vision.

• Connect product goals to business objectives and key results.

• Prioritize features with a roadmap template that supports trade-offs.

• Track progress with metrics and milestones to measure product success.

• Share product positioning and target audience profiles in one strategy document.

How to use this product strategy template

The product marketing strategy template organizes your planning into sections and tasks that guide your workflow. Here’s how to get the most from this Asana template.

Step 1: Define product vision and business goals

Start by writing a product vision statement that outlines the unique value proposition and overall strategy. Include the company’s strategy, business objectives, and key results so every product decision supports growth.

Next, map out high-level business goals and pair them with product outcomes. This step establishes a foundation for prioritization and ensures your product roadmap reflects your company’s goals.

Step 2: Identify personas and target audience

Add user personas that reflect your ideal customer and their specific needs. Include customer profiles, market segments, and demographics to define the target audience for the product.

Link each persona to product goals so teams understand how features improve user experience. By anchoring development to the target audience, you strengthen differentiation and product positioning.

Step 3: Build the product roadmap

Organize epics, features, and milestones into a roadmap template. Break down work into iterations and attach due dates to keep product development on schedule.

Use prioritization fields to compare trade-offs, from pricing considerations to technical dependencies. The roadmap becomes a living product plan that updates in real time as priorities shift.

Step 4: Define metrics and success criteria

Add fields to track key metrics, such as adoption, retention, and revenue impact. Use dashboards to visualize metrics and monitor decision-making. For example, you might see how changes to pricing strategy improve conversions or how a new feature impacts retention.

Step 5: Document marketing strategy and launch plan

Include product marketing strategy elements such as positioning, messaging, and go-to-market tactics. Attach campaign milestones, channel mix, and launch deadlines to the template.

Organize product marketing and product development by linking tasks and stakeholders. This ensures every new product reaches the right target audience with the right story.

Recommended Asana product strategy features

A product strategy document often resides in static documents or spreadsheets, which makes it difficult to track changes or assign owners. With Asana, you transform strategy into a system that drives daily execution.

Custom fields

Custom fields let you log personas, milestones, pricing strategies, or key results. By using structured fields, you make trade-offs visible and align product goals with business objectives.

Project views

Project views give you flexibility to track the roadmap visually. Use the list view for detailed product strategy outlines, the board view to see prioritization, and the timeline view to map milestones across product development.

Rules and automation

Rules automate repetitive workflows. For example, you can auto-assign a product manager when a new initiative is added or notify marketing when a milestone moves closer to launch. Automation reduces the need for manual follow-ups and streamlines product planning.

Approvals

Approvals help stakeholders confirm the product's goals or key marketing strategy elements. Product leaders can approve a roadmap update or sign off on a product launch plan without leaving the template.

Dashboards

Dashboards give product teams and leaders visibility into strategy execution. You can monitor progress toward business goals, see which milestones are at risk, and review metrics tied to successful product launches.

Recommended integrations for your product strategy template

Integrations make your product strategy template more powerful by connecting Asana to the tools product managers and digital marketing teams already use. Explore the comprehensive integration library to discover the apps and software you use regularly.

Jira Cloud

Jira integrates with Asana to link product development tasks and epics to the strategy. Product managers can see when engineering work supports roadmap milestones, keeping product teams aligned.

Slack

Slack integration sends updates from the product strategy template into your team channels. You can notify product leaders when goals are updated or alert marketing when a launch milestone is approved.

Google Drive

Google Drive integration enables you to attach product strategy documents, Lean Canvas models, or customer research directly to Asana tasks. Keeping docs connected to strategy tasks makes collaboration faster.

Figma

Figma integrates to bring design artifacts into your product plan. You can attach wireframes, prototypes, or product logos to roadmap milestones so product development and design stay aligned.

FAQs about product strategy templates