coaching-pms

name	coaching-pms
description	Coach PMs: evidence-based assessment, growth bets, development plan, coaching cadence.

Coaching Product Managers

Scope

Covers

• Coaching a PM (direct report or mentee) to improve product craft, leadership, and decision quality
• Converting "be better at X" into a measurable development plan with weekly reps + follow-ups
• Defining what "good PM" means in your context and diagnosing skill depth using Bloom's Taxonomy
• Building a coaching cadence that scales (coaching as the primary job of product leadership)

When to use

• "Coach my PM on strategic thinking / product sense / execution."
• "Create a PM development plan / growth plan for the next 8–12 weeks."
• "Assess a PM's current level and decide what to coach next."
• "Define what 'good PM' means here and align on expectations."

When NOT to use

• You need a formal performance-management process (PIP, HR documentation, investigation) — use your company/HR process.
• You only need 1:1 meeting design (use running-effective-1-1s).
• The situation is primarily a conflict/difficult feedback moment (use having-difficult-conversations).
• You need org-wide leveling/comp framework design (this pack can seed inputs, but it's not the full program).
• You need to delegate a specific task or project with a brief and check-in plan (use delegating-work).
• You need to build a promotion case with evidence and narrative (use building-a-promotion-case; this skill can feed inputs into that).

Inputs

Minimum required

• Your context: role (PM manager/product leader), team/product, stage, constraints
• The PM: level/title, scope, tenure, strengths, current challenges
• Coaching goal: what must be more true in 4–12 weeks (outcomes + behaviors)
• Evidence: 2–5 examples of work (PRDs, launches, decisions, stakeholder feedback) — anonymized
• Any existing ladder/role expectations/values (if available)

Missing-info strategy

• Ask up to 5 questions from references/INTAKE.md (3–5 at a time).
• If role expectations or evidence are missing, proceed with explicit assumptions and label unknowns.
• Do not request sensitive personal data; use behavior/evidence summaries.

Outputs (deliverables)

Produce a PM Coaching Pack (Markdown in-chat; or files if requested) in this order:

1. Definition of "Good PM" (in this context)
   • Competency model + observable behaviors + Bloom depth ladder
2. Current Assessment (evidence-based)
   • Strengths, gaps, current level per competency, evidence notes, constraints vs skill gaps
3. Shared Vision (1–3 growth bets)
   • Target level, success signals, why it matters, timeframe
4. Development Plan (practice loops + stretch work)
   • Weekly reps, stretch assignment(s), required artifacts, coaching support, timeline, measurement
5. Coaching Cadence + Session Toolkit
   • 1:1 structure, coaching prompts, feedback moments, artifact review points
6. Follow-up Tracker + Review Plan
   • Checkpoints, how to evaluate progress, how to adjust the plan
7. Risks / Open questions / Next steps (always included)

Templates: references/TEMPLATES.md
Expanded guidance: references/WORKFLOW.md

Workflow (8 steps)

1) Intake + boundaries + coaching goal

• Inputs: user context; references/INTAKE.md.
• Actions: Confirm this is a coaching engagement (not HR/PIP). Define timeframe and outcomes. Choose whether to output the full pack or a subset.
• Outputs: Context snapshot + assumptions/unknowns.
• Checks: Goal is stated as observable outcomes/behaviors (not personality traits).

2) Define "good PM" for this role (Petra step 1)

• Inputs: PM role scope; company context; any existing ladder/values.
• Actions: Draft a context-specific competency model. For each competency, define behaviors and a Bloom ladder for skill depth (know → understand → apply → analyze → synthesize → evaluate).
• Outputs: Definition of "Good PM" (competencies + behaviors + Bloom levels).
• Checks: Expectations are observable; avoids vague labels like "be more strategic" without behaviors.

3) Assess current capability using evidence (Petra step 2)

• Inputs: work examples; feedback; self-assessment (optional).
• Actions: Map evidence to competencies. Assign a current Bloom level per competency. Separate skill gaps from constraints (scope, unclear mandate, lack of data/authority).
• Outputs: Current Assessment table.
• Checks: Each claimed gap has at least 1 concrete evidence bullet; uncertainties are labeled.

4) Choose 1–3 growth bets + shared vision (Petra step 3)

• Inputs: assessment; business priorities; PM aspirations (if known).
• Actions: Pick the highest-leverage competencies. Define target Bloom level + success signals. Align on what "good" looks like for this coaching cycle.
• Outputs: Shared Vision (growth bets + targets).
• Checks: Bets are achievable in timeframe; limit to 1–3 to avoid thrash.

5) Build a development plan with "reps" (Petra step 4 + Bloom)

• Inputs: growth bets; upcoming work; available support (mentors, tools, stakeholders).
• Actions: Turn each bet into practice loops: weekly reps + a stretch assignment + required artifacts. Choose reps that deliberately move up Bloom levels.
• Outputs: Development Plan.
• Checks: Every bet has (a) reps, (b) artifacts, (c) a measurement signal, (d) a coach commitment.

6) Design coaching cadence + session toolkit

• Inputs: time budget; existing 1:1 cadence; tool constraints.
• Actions: Propose cadence and meeting design (pre-work, agenda, artifact review points). Add coaching prompts that develop independent reasoning. Define "when to be directive" exceptions (risk/time-critical).
• Outputs: Coaching Cadence + Session Toolkit.
• Checks: Cadence is sustainable; coaching promotes autonomy (not dependency).

7) Follow-up loop + measurement (Petra step 5)

• Inputs: development plan + cadence.
• Actions: Create a tracker and review checkpoints. Decide how progress will be evaluated (rubric + evidence). Define how/when to adjust bets if constraints change.
• Outputs: Follow-up Tracker + Review Plan.
• Checks: Progress is measured via artifacts and behaviors, not vibes.

8) Quality gate + finalize pack

• Inputs: full draft pack.
• Actions: Run references/CHECKLISTS.md and score with references/RUBRIC.md. Add Risks / Open questions / Next steps.
• Outputs: Final PM Coaching Pack.
• Checks: The next coaching session can be run using the toolkit without additional invention.

Quality gate (required)

• Use references/CHECKLISTS.md and references/RUBRIC.md.
• Always include: Risks, Open questions, Next steps.

Examples

Example 1 (strategic thinking): "My PM is strong at execution but weak at strategy. Build an 8-week coaching plan, including an assessment and weekly reps."
Expected: growth bet around problem framing/insight synthesis; Bloom ladder; stretch work (opportunity assessment); cadence + artifact reviews.

Example 2 (stakeholder leadership): "Coach a senior PM to lead cross-functional alignment and improve exec comms."
Expected: bet on stakeholder mapping + decision briefs; practice reps (pre-reads, narratives); coaching prompts; review checkpoints.

Boundary example: "I need to start a PIP and document underperformance." Response: recommend HR/performance process; optionally provide a coaching-focused development plan template only, clearly labeled as non-HR.

Boundary example (neighbor redirect): "Design my weekly 1:1 agenda with my PM report." Response: this is a 1:1 meeting design request. Use running-effective-1-1s for agenda templates and meeting cadence. Come back here if you want to embed coaching goals and practice reps into those 1:1s.

Anti-patterns

1. Coaching without evidence — Telling a PM to "be more strategic" without specific behavioral examples or artifact reviews. Every gap must be grounded in at least one concrete evidence bullet.
2. Too many growth bets — Picking 4+ development areas simultaneously, diluting focus and creating coaching fatigue. Limit to 1-3 high-leverage bets per coaching cycle.
3. Reps without measurement — Assigning practice activities but never reviewing artifacts or checking for Bloom-level progression. Every rep must have a measurable signal and a review point.
4. Coaching as telling — Providing answers instead of asking questions that develop independent reasoning. The coaching cadence should explicitly distinguish coaching moments from directive moments.
5. Ignoring system constraints — Diagnosing skill gaps when the real blocker is scope, authority, data access, or unclear mandate. Always separate skill gaps from environmental constraints before building the development plan.