Ford’s Weekly Business Plan Reviews

When Alan Mullaly took over as CEO of Ford in 2006, the company was in serious trouble. So, one of his first moves was to institute weekly business plan reviews for the various businesses. The executives in-charge had to present their latest initiatives with a red/yellow/green status.

However, in his first few weeks, every status in every meeting was green.

This continued until he threw up his hands in frustration wondering aloud – “We are going to lose billions of dollars this year. Is there anything that’s not going well here?”

Finally, after weeks of prodding, one executive – Mark Fields, the Head of Operations – turned one slide red. This was a decision that would have lost his job under previous leadership.

When Mullaly saw the slide, he clapped, thanked him for the visibility, and asked everyone in the room if someone could help bring the initiative back on track. A valuable discussion followed (for a change).

Over time, other executives followed Marks’ lead and brought more colorful slides to these review. More valuable discussions followed. These discussions contributed to Ford’s turnaround in the subsequent years.

To change outcomes, we need to change behavior. And, to change behavior, we need to change the culture.

(H/T: Simon Sinek’s “The Infinite Game”)

Problem Finding + Solving with Executives

A note for new subscribers: This post is part of a series on my notes on technology product management (this is what I do for a living). You might notice that these posts often link to older posts in the series on LinkedIn even though they are all available on this blog. That is intended for folks who only want to follow future product management related posts. Finally, for all those of you who don’t build tech products for a living, I believe many of these notes have broader applicability. And, I hope you find that to be the case as well…


A quick overview of what we’ve covered on “Notes on Product Management” so far –


Every once a while, we’re going to find ourselves involved in a project that is under senior executive scrutiny. These begin with an exchange that might look something like this.

Executive: Initiative X is a key priority. I’d like to start meeting with the team regularly to understand progress.

Product team: Yayy! What we’re doing is important. This’ll be a chance to show awesome we are.

Executive: When is the initiative scheduled to go live?

Product team: 12 weeks from now.

Executive: I’d like us to find a way to ship this in 6 weeks. Let’s start meeting weekly starting next week.

Product team: Oh crap.

:-)

The exchange above was meant to illustrate the key difference in any project involving executives – URGENCY. If that isn’t evident the moment an executive wants to get involved, I hope it will be going forward.

That doesn’t mean we shortcut the product development process. The steps in the process remain.

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We just have to learn to get it all done at 2-3x the speed.

Why projects with executive involvement are both a blessing and a curse

I think it’s important to start here because executive projects look all sunshine and roses from the outside for the uninitiated. They come with two obvious benefits – high visibility and an ability to accelerate impact from our work by cutting through any bureaucracy.

That said, they have an equal and opposite flip side. It can and does go horribly wrong from time to time. And, the best way to understand why is to imagine the product team as a custom-built car on a busy road.

Executives typically want that car to navigate the road safely at 2x the speed the car may be used to. Now, if all the parts of the car work together as a well oiled machine, the car will withstand the test just fine. But, for cars with malfunctioning parts, this pressure test can have disastrous consequences.

High visibility projects can thus shine light on both the good and bad aspects of a team very quickly.

There’s another hidden cost – as preparing for meetings with executives takes effort, it isn’t always worth the trouble for the team. Such meetings only become worth the trouble in 2 cases –

a) The team needs help with making decisions that are existential and/or irreversible and/or critical to the future of the company

b) The team needs help with aligning various teams in the organization

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All this gets to a counter intuitive idea – regular meetings with executives to review your project should never be the goal for a product teamInstead, it should be to embody the desired amount of rigor and urgency to win their trust to operate independently.

So, once you get to a point where you feel the trade-offs aren’t worth it, it is just as important to ask for these meetings to end. Good teams show up well and even emerge stronger with executive scrutiny. Great teams don’t need it.

With that said, let’s move onto dealing with the situation we’re in – regular check in meetings with one or more executives.

3 tips to making the best use of executive interest in your product/project

(1) Start with the problem statement – the fundamentals matter more than ever.

The number one derailer in an executive review is a lack of clarity on the problem statement. In the majority of instances, the culprit is the product team that ends up sacrificing rigor in the interest of speed. That is an example of a false choice – speed can never be an excuse for less rigor.

In some instances, however, it can also be the executive who unwittingly pushes the team toward the solution before validating the problem. This can be a tricky situation for the team. But, I think the onus is still on the team to go back to the problem statement and call out the assumptions being made in jumping to the solutions.

Again, speed and urgency cannot come at the expense of rigor. Sacrificing rigor always comes back to hurt the product and the team.

(2) Take the time to understand both the product outcomes and culture outcomes.

The product outcomes/success metrics are often obvious – this project may be critical to driving revenue or engagement. But, other times it isn’t. Don’t be afraid to clarify the expected outcomes.

I recognize I am cheating a bit here as this is just another way to be aligned on the problem statement -> hypothesis -> success metrics (i.e. the fundamentals mentioned above). This just underscores how critical it is.

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However, once you make 100% sure you’re aligned on the product outcomes, it is also helpful to understand what the culture outcomes are. When executives lean in on projects, they’re often attempting to use these projects as an example of the culture change they seek to make. For example, the executive might want to try out a new approach to product reviews or may want your team to be an example of how a team can collaborate/operate with urgency.

Culture outcomes aren’t always explicit. So, the onus is on the team to read the signs and deliver.

(3) Use the room to surface the hardest problems you are dealing with

There’s a fork here –

(i) For projects in early stages, use the time to ask all the toughest questions pertaining to the problem statement, hypothesis, assumptions, and the most challenging flows/design trade-offs. Of course, you don’t just ask the executives for answers here. You go in with your point of view and see if the executive is aligned with your perspective.

(ii) For projects in execution, create simple docs/slides that share progress toward ETAs and bring forth all the hairiest disagreements and decisions the working team is facing. Getting unblocked is what makes these meetings worth it. Creating picture perfect slides is a waste of time.

In short – don’t try to look good. Just focus on doing your best to make progress.

An important note here on collaborating with partner teams: If your project involves multiple teams, it is important to surface problems without throwing peers/partner teams under the bus. This sounds counter intuitive as it is tempting to think about such projects as a “blank check” to bulldoze other teams into getting what you want.

But, if it isn’t evident already – the “blank check” is a myth. While that can work in the short term, that is a sure-fire way to destroy your credibility with your peers. The goal is to persuade peers and partner teams on the merits of the argument, not because some executive said so.

So, the way to use executive interest in projects is to a) persuade peers/partner teams about the importance of the problem you’re solving and b) share the limelight with them by bringing them along into your executive reviews and making progress as one team.

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Now that we’ve gone through tips on how to do these well, I wanted to make sure we cover 3 common mistakes.

3 ways to mess things up

(1) Not demonstrating urgency.

Here are three common ways teams show a lack of urgency:

(i) Wasting time in meetings by bringing poorly synthesized materials – if you need more than 2 pages or 10 slides to make your point, there’s room to be crisper. Meetings with multiple senior executives in the room are expensive – it is on the team to make them count.

(ii) Asking questions and entertaining doubt without making forward progress – As I’ve said multiple times, it is critical to ask questions. But, it is also vital to do this while continuing to make as much forward progress as possible. At the end of the day, if your Head of Product believes something is important and wants you to deliver, get it done already.

(iii) Padding ETAs to get to high confidence and/or to attempt to under promise and over deliver – This is a bad idea. I’d go as far as saying you want to be as aggressive as possible with your ETAs. Better to showcase urgency early and be a bit late. Executives understand things going wrong – but it is hard to excuse a lack of desire to move quickly on something important.

(2) Covering up misalignment within the working team.

Sometimes, teams worry about how executives might perceive misalignment. I remember a situation where we worked very hard to conceal misalignment. It resulted in a completely disjointed discussion and a failed meeting.

The purpose of such meetings is to have the hard conversations and emerge with clarity. Again, don’t worry about looking good. Just focus on doing your best to make progress.

(3) Expecting kudos and pats on the back.

Any team that goes in attempting to engineer kudos and pats on the back generally fails. Go to these meetings to get hard feedback and work through challenging problems. Any celebration of progress happens best when it ensues vs. when it is being pursued.

Additionally, beware celebrating “good meetings,” executive praise, and/or some arbitrary internal milestone. Product teams win when our users win. Everything else is gravy.

Being in the set of the Mandalorian

The San Francisco Bay Area looked like this on Wednesday. 

For some, it reminded them of the “Blade Runner” – I haven’t seen the movie so I couldn’t relate. I was reminded of the Mandalorian.

Regardless, there was no shaking the apocalyptic feeling.

The entire West Coast of the United States is facing a crisis right now – this is a map of air quality.

I don’t think we need reminding of the fact that the climate crisis is here.

Ryan Orbuch on the Climate team at Stripe shared a great post a few months back summarizing what he’s learnt about the road ahead. He explains that there are two pieces to the puzzle –

(1) Decreasing emissions
(2) Removing existing Carbon Dioxide from the sky

As is evident to anyone who has been following the data closely enough, we need heavy investments in both approaches. And, Ryan does a really nice job summarizing it while making the argument that efforts on (2) are still really underfunded. In his words –

    • 10-gigaton-scale negative emissions are necessary in essentially every emissions reduction scenario. We have no choice but to fund, research, and deploy them if we’re serious about keeping warming to 2 degrees; or close to it. We are not even close to on track.
    • Negative emissions have been dramatically underfunded in proportion to their importance. This needs to be fixed if we’re going to have a shot at reducing the cost enough to make 10-gigaton-scale deployment possible by midcentury. It will take likely take years or decades for basic research and pilot projects to scale and get cheap enough; so we need to start right now.
    • It’s very unlikely any one category of technology, or any one natural approach, will scale enough. We should think of a portfolio across all the approaches outlined here, as well as more I didn’t discuss or have yet to be discovered.
    • We face the defining problem of our generation; of the entire human project thus far. Climate spans physics, chemistry, ecology, geology, policy, technology, land use, human rights, and more. It’s time we take this seriously as a gigantic opportunity for human progress, and rally to solve it!

Amen to that.

A recipe for better habits

Thoughtfulness on picking a worthy habit – 2 table spoons

Focus – i.e. picking just one habit to focus – 3 table spoons

Commitment – a pinch (to taste)

Finding ways to frequently remind ourselves of our commitment – 2 cups

Kindness to self when we inevitably fail on the commitment – 5 cups

Willingness to recommit – 5 cups


Thoughtfulness, focus, and commitment are key ingredients. But, the success of the dish is comes down to healthy doses of reminders, kindness, and recommitment.

The orphanage routine

Someone I know conducted a learning session for young kids at an orphanage. As part of the virtual session, they decided to watch a video of the rhyme – “This is the way we…”

The kids loved the video and watched with great enthusiasm.

But, our facilitator found herself cringing as the video featured kids in a “normal” family with parents.

At the end of the session, she asked the caretaker of the orphanage about how the kids responded to such examples. It turned out the caretaker hadn’t noticed. Such moments are the norm in the life of a kid in an orphanage.

As the video was about routines, she also asked the caretaker about the kids’ routine. To this, the caretaker explained that the first thing the kids did was sweep the entire place.

As we spoke about this experience, we became intensely aware of the many things we take for granted in our lives, of the massive impact the ovarian lottery has on our life experience.

Most of all, we realized that there is much more to be grateful for than we even realize.

Braintrust meetings

“All our movies suck at first. Braintrust meetings help us figure out why they suck and how to make them not suck.” | Ed Catmull (paraphrased)

I love this note from Ed Catmull. It does three things at once.

First, it speaks to the power of systems (in this case, the Braintrust meeting) that help provide a steady flow of constructive feedback.

Second, it reminds us of the power of feedback that helps us diagnose problems and thus help us fix them.

And, finally, if all of Pixar’s movies suck at first, it is likely our first attempts will suck as well. Best to just assume that to be the case and learn to welcome any and all insight that helps us ship better work.

Walgreen, Rite Aid, and CVS – the mission statement story

Walgreen’s mission statement: “To champion the health and well-being of every community in America.”

Rite Aid’s mission statement: “To improve the health and wellness of our communities through engaging experiences that provide our customers with the best products, services and advice to meet their unique needs.”

CVS’ mission statement: “To improve the lives of those we serve by making innovative and high-quality health and pharmacy services safe, affordable and easy to access.”

These are 3 of the largest pharmacy chains in the United States. Their mission statements and professed values are understandably fairly similar.

CVS, however, chose to stop selling cigarettes in 2014 to be consistent with their mission. They lost 2 Billion Dollars in the short term. Walgreens and Rite Aid, on the other hand, reluctantly increased the age limit to buy cigarettes to 21 after years of violations last year.

Values aren’t values until they cost us money.


A long PS: I intentionally decided against writing about the outcome of CVS’ decision for the business. There are many reasons to think it has paid off* – but, it is also hard to isolate the benefits from one decision.

However, studies have since found that cigarette consumption did decrease. So, it is safe to say that – regardless of the business outcome – it likely resulted in better outcomes for the communities around these stores.

Once again, values aren’t values until they cost us money.

(*More in The Long Game by Simon Sinek)

The Culture of the Product team

A note for new subscribers: This post is part of a series on my notes on technology product management (this is what I do for a living). You might notice that these posts often link to older posts in the series on LinkedIn even though they are all available on this blog. That is intended for folks who only want to follow future product management related posts. Finally, for all those of you who don’t build tech products for a living, I believe many of these notes have broader applicability. And, I hope you find that to be the case as well…


A quick overview of what we’ve covered on “Notes on Product Management” so far –


A valued member of our product team recently shared they’re leaving. The logic was sound – an interesting career pivot opportunity came up and the timing felt right.

While I was happy for this teammate, I was sad for me.

When you work at a large organization, goodbyes are a natural part of life. For the most part, you smile, wish the person good luck, and go your respective ways. On occasion, the goodbye is accompanied by relief (often for both folks involved :-)). And, every once a while, you find yourself experiencing a jolt of sadness when you hear the news.

Those jolts of sadness are important moments as they signal how special that relationship/person was to you. And, as I was reflecting on what made this relationship special, I realized it came down to how I think about the culture of a product team.

The culture of a product team

Culture is the set of shared attitudes, values, and behavior of a team. It shows up in the decisions a team makes on behalf of the user/customer and the organization. It also shows up in daily conversation in refrains that implicitly say – “This is how we do things here.”

Every team has a culture. This culture, by definition, is different from the culture of the company because the culture of a team is most driven by the people and processes on the team. While companies with strong cultures can have a high degree of uniformity in decision making process and the kinds of people they hire, the influence is, at best, loose at the level of an individual team. The people in the team and the leaders on it determine the culture.

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If culture determines how decisions are made, the team’s culture becomes the team’s strategy in the long run. So, thinking intentionally about the product team’s culture is among the most powerful levers we have as an individual contributor PM or IC PM.

How can an IC PM impact the culture of the team?

Let’s start with the obvious – there is no way an IC PM can walk into a team and make a proclamation on the team’s culture. :-) This is less about talking and more about doing. And, there are 3 things we can do to help influence the culture of our product team:

(1) Figure out the top 3-4 behaviors we desire in our product team – bonus points for articulating them in a way that sticks (e.g. “It is still day 0 at Amazon”)

(2) Set the right example by embodying these behaviors – bonus points for adopting a few quirks that draw attention to these behaviors

(3) Hire and celebrate members of the team who embody these behaviors and thus become ambassadors of the culture – bonus points for telling stories about these behaviors that are retold.

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As ideas like this are easier to digest with examples, I thought I’d share how I attempt to implement these in my day-to-day.

One IC PM’s culture-shaping process

The 3 behaviors I’ve come to desire on a product team are:

(a) High velocity data-informed experimentation: 

A product team’s velocity is its super power. 3 quirks/obsessions that drive home this behavior –

(i) Problem statements: Velocity is different from speed because velocity also includes direction. We set the direction on the team with the problem statements we articulate. No project starts without every member of the team understanding what problem we’re attempting to solve.

(ii) A focus on experiments/ramps: We spend a lot of time discussing experiments, holding ourselves accountable around ETAs, analyzing results, and celebrating iterations. Very few of these experiments actually hit gold – but, with some thoughtfulness and a focus on rapid iterations, we drastically improve our odds

(iii) Team diligence on operational metrics (email/dashboards): We do our best to create daily email reports and/or dashboards that are sent to the team. And, we use these daily email reports and/or dashboards to ask questions and understand what is going on. A simple rule – whenever there is variance (week-on-week or year-on-year), it is always worth understanding what happened.

(b) Deep cross-functional collaboration:

The two biggest drivers of deep cross-functional collaboration are psychological safety and shared/aligned context – this section focuses on the latter. 3 quirks/obsessions that drive home the point:

(i) Making peace with/welcoming large meetings: Most meaningful projects involve large cross-functional product teams.

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I’ve learnt that there is no chance of accomplishing deep cross functional collaboration if members of the team don’t feel they’re part of the journey. And, ensuring that happens means making peace with (and even getting good at managing) large meetings.

A key lesson around meeting size is that the decision is binary. Either choose a small and efficient meeting where you prevent the meeting invite from being forwarded (and possibly annoy a few people). Or, set the topic and agenda and don’t worry about the size. It may feel less efficient at first – but, the shared context generally leads to higher long term effectiveness.

(ii) Responsiveness on email/Slack/Teams to avoid communication bottlenecks: In organizations where the Product Manager has the privilege to be the hub of the product team, responsiveness goes a long way in ensuring others have the context they need to operate effectively.

I don’t recommend taking this to extremes as it means you’ll never find the time to focus. But, if team members know to expect they’ll hear back on questions and also know how to reach you when they need to get unblocked, it helps.

(iii) Emphasis on planning and documentation: This is another behavior that is key to everyone having shared context. The better the documentation, the more independently everyone operates.

Second, as we work on a larger and more ambiguous product areas, it is likely we’ll have to deal with plenty of conflict and disagreement in the product development process. There’s no getting away from it – especially in organizations with teams with different incentives.

In such situations, habitually starting with a document helps us quickly get to the source of the disagreement (e.g. do we disagree on the problem statement, hypothesis, or success metrics?) and move the discussion to productive conflict and alignment faster.

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(c) Small things done with extraordinary care:

I first heard this idea a few years ago – “You can’t always do big things. But, you can do small things with extraordinary love.” It was love at first sight.

This “extraordinary care” idea isn’t easy to embody but here are 3 quirks/obsessions that attempt to do so:

(1) Invest in getting to know every member of the team: I do my best to start every collaboration with a 1×1 conversation where the only agenda is getting to know the other person. As part of this, I ask 3 questions – (i) Would love to know your story starting from where you were born to now (typically gets a laugh), (ii) What do you do when you have free time?, (iii) What is the dream?

It is amazing how much we learn about people from just one such conversation. More often than not, we just realize that we work with fascinating humans – and that we’d never have known if we hadn’t dug deeper.

(2) Collecting and responding to feedback: We aim to have at least one feedback conversation every few weeks. This is done casually – e.g. just a question in a stand-up about how everyone is feeling. Every one of these conversations tends to result in some pointed feedback that I/we aim to respond to immediately. The more folks understand they’re being heard, the more feedback I/we get, and the better we learn to operate.

(3) Appreciation: The lesson I’ve learnt around appreciation is that it is far more effective when it happens naturally. I’ve seen and attempted versions of “kudos” during regular meetings – but, somehow, forced appreciation doesn’t work anywhere as nicely as when we just learn to notice when folks do something good and ensure they’re celebrated for what they did. Frequently.


The quirks and notes above are all manifestations of my personality and what I care about. However, the core principle underneath it all is that it is important to be intentional about the cultural norms and behaviors we inspire. Culture is always being created – so, it is on us to consciously create one that we desire.

Now, of course, the above notes are all about actions we can take to shape culture. However, the far more effective method of shaping the culture of a group is by finding ambassadors who consistently demonstrate the behaviors we desire. If we find members in the group who exhibit some or all the behavior, we can both celebrate them and tell their stories. Doing so helps the rest of the group take inspiration from “how things are done here.”

Every once a while, we might even find ourselves fortunate to work with a “bar raiser.” Such a person doesn’t just exhibit the behaviors we desire, they do it in a way that raises the bar for everyone else – including us.

This was why the goodbye I mentioned at the start of this note was particularly painful. When I started working on a new set of products 9 months ago, I was blown away by this team member’s velocity, desire to collaborate and learn, and depth of care for all the small details. My time on this team promised to inspire me to set the bar higher for the culture of the team and also learn plenty along the way.

It lived up to its promise.

That, in turn, is the most amazing thing about being a student of culture. As it is a set of aspirational behaviors, we keep meeting people over the years whose behavior helps us better articulate what we desire and show us how we can set the bar higher. No matter their current title, these folks are the true leaders of any team. They lead by setting high standards and expect everyone else to follow – often by believing more in them than they do in themselves.

Working with someone who relentlessly raises the bar is often painful at first – especially if we’re one of those who needs to shape up. It might even seem as if it isn’t paying off for the longest time.

Until it does… big time.