Created by Stefanos Karakasis. Inspired by Klue, courtesy of Jason Oakley

<aside> đź’ˇ ReadMe instructions - I have made this Charter template free for other Product Marketing teams to adjust.

Mission

Why we exist

<aside> đź’ˇ To drive revenue growth through powerful storytelling and market insights that help our team win.

</aside>

PM and PMM Collaboration

Product Management Shared Product Marketing
Product Docs Launch Tier Decision Launch Tier Planning
Product Screenshots Market Research Market Research
Success Metrics Win/Loss Positioning/ Messaging
Profitability analysis Competitive Analysis Competitive Analysis
Roadmap Pricing/Packaging Stakeholder engagement
Scorecards Launch

PMM Metrics

Whether you’re company is more Product-led or Sales-led, your OKR’s might skew more towards Go-To-Market strategy, sales enablement, lead/demand gen support or more product adoption/ engagement.

✅  Examples of owned objectives ⛔️ Not our focus, but we support
Product-Marketing touched active upsell Launch Tier Planning
New Business opportunities created Market Research
[xx] Active Upsell opportunities created Positioning/ Messaging
Win Rate per vertical Competitive Analysis

Stakeholders

Product Marketing sits at the intersection of Product, Marketing, Customer Success, and Sales. We’re the translator between our platform and the market, supporting our customer-facing teams and helping them tell a powerful story. Wrapped around all of that is a desire to understand, engage, and upsell our customers.

Teams Topics to speak to in key cross-departmental meetings
Product Management Upcoming product launches or updates on recent launches
Customer Success Market trends or competitive insights you’d like to highlight
Marketing Reinforcement of key messages from prior training sessions
Sales In-progress initiatives that you’re seeking feedback on
Support Enablement or market-facing collateral that deserves to be spotlighted

Departments we work closely with

Teams Topics to speak to in key cross-departmental meetings
Product Management Work closely to bring features to market and communicate product roadmap.
Sales/BD Empower with product and market insights to enable Sales to attract and compete.
Revenue Operations Work closely to identify the needs of the customer-facing teams and deliver impactful enablement initiatives.
Sales Enablement Collaborate to track key metrics; collaborating on pricing & packaging initiatives.
Customer Success Capture insights while ensuring ongoing success and growing accounts; identify advocates.
Sales Engineering Partner for demo scripts and product slides.