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Coaching: Assess · Core

Agree the mandate, sponsor and goals

Building product capability changes how people work, so it needs a clear mandate and a senior sponsor. Agree what success looks like before you start.

About 1-3 daysEvergreenLast reviewed 5 November 2026

Who this applies to

Skills it builds
Leadership and coachingCommunication and influence
PM types
All
Product types
All
Starting points
All
Ways of working
All
Experience
All
Size of organisation
All

Steps, by experience

Beginner (under 1 year)

  1. Write down why the organisation wants to improve product practice.
  2. Name a senior sponsor who will back the work.
  3. Agree two or three goals, such as faster decisions or better outcomes.
  4. Agree the scope: which teams and roles.
  5. Share the mandate on one page.

Intermediate (1 to 4 years)

  1. Link the goals to business outcomes, not just training numbers.
  2. Agree how much time people can give to the change.
  3. Agree how progress will be reported.

Experienced (5+ years)

  1. Align the mandate with company strategy and leadership priorities.
  2. Secure budget and people for the work.
  3. Set expectations that change takes time.

Who can do this

Owner: Product manager

Can be delegated to

  • People / HR partner: Advise on people and HR implications

Reviewed by: Senior leader / sponsor

Tool examples

Confluence
Publish the mandate as the first page of the programme.
Notion
Keep the mandate and goals in one place.

Definition of done

  • Sponsor named
  • Goals agreed
  • Scope agreed

Common pitfalls

  • No sponsor
  • Goals measured only by attendance
  • Scope that is too big to start

Sources