A structured Excel checklist for evaluating the quality of a product and engineering organization. Built for product consultants, PE investors, and newly-hired product leaders who need to quickly understand what's working, what's broken, and where to focus first.
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What's Inside
The template structures your assessment across the five areas that most reliably predict whether a product organization will deliver — or struggle.
Who It's For
Get structured in your first client engagement. Show up with a proven framework instead of blank slides.
Evaluate the product org during due diligence — not just the financials. Identify execution risk before you commit.
Make the most of your first 30 days. Identify what's broken, what's solid, and where to focus your energy first.
About the Author
15+ years in the trenches of product and engineering — not advising from the sidelines, but building products, hiring teams, and transforming organizations from the inside. I'm known for getting things done, always in fast-paced, high-pressure environments.
My work spans modernizing legacy tech stacks, launching new product lines, restructuring product and engineering teams, drafting and executing AI product strategies, and guiding companies through complex strategic, regulatory, and technological transitions.
My career deliberately spans many industries — FinTech, eCommerce, Marketplaces, Education, and SaaS — giving me a breadth of pattern recognition most specialists simply don't have.
Outside work: pushing my limits on road cycling climbs, actively trading, and debating the future of work in an AI world.