Monday, February 1, 2021

How to transition in to a PM role?

Crossing the chasm!

That's one of the most frequently asked questions I get - How do I transition into a PM role or How do I break into Product Management?

Honestly, I don't know. But, I can tell you how I became one. 


Most advice is people giving you their winning lottery ticket numbers. 

- Naval Ravikant


There, Naval said it. So, why should I be an exception?  

I discovered the Product Management role in 2009 (while I was still a Techie), became one in 2013 - and there was no one to tell me anything about what it is like to be a PM - even after I became one. So, all my effort so far has been about making it a little better for the next set of folks coming into this role. 

Disclaimer: This post is for folks playing a long-term game, if you want instant benefits go to this place. Also, if you are already a PM read this. 

From a techie in a services company, my first jump into the business side of things was becoming a trial business analyst. I was a Techie for 5 years, an average coder, a much better team lead (my team told me later). In services companies, you don't need to be a crack hacker. I had the people and communication skills that services companies love. I understood what clients wanted, created great docs, engaged clients, and the team alike, and got shit done. 

One day in a small presentation room cum library cum dormitory, my career took a sudden twist. While I was presenting a case study in a typical management development program that services companies do for "young leaders",  my boss's boss saw me present and he felt I could be a fit for some business role he had in mind. So, we took a trial for 15 days and that was it. Got a chance and made the best of it. I turned from a Techie to a Business Analyst (and eventually a PM).  

They say it takes years for overnight success. And they are right. 

The story doesn't really begin in that small presentation room. It started much earlier when I was just a techie in a services firm. In the corporates, you can do brilliantly well, but your growth is mostly determined by the ominous bell curve. The only way out for a different growth path, as most people suggested, was to mortgage your balls to the banks and do an MBA. 

For someone who had just come out of the clutches of education loan debt, I was either too naive or too possessive about my balls. The freedom of being debt-free is addictive. I couldn't think of getting into bigger debt for education again. So, I decided to pursue what I could. I started to learn whatever was free. 

Enter Coursera. There were professors from Stanford and Penn teaching me marketing, business strategy, finance, and gamification. (The first 4 courses I took). And all for free. I couldn't ask for a better deal. Having collecting 100+ certificates for co-curricular activities in school and college I had a growing disillusionment for certificates. All I cared about was the knowledge and structure coming in video format - much better than reading a book. 

That said, I was quite a hoarder of books as well. There is nothing more spellbinding than the smell of old books on discount sale. That's what I miss from the tonne of ebooks I download. Leadership, Organization structure, Business stories, Physics, Advertising, History, Spirituality, Black magic - I like reading everything. If these things sound like a digression, you've missed the point already. 

The point being, it's hard and there is a lot of time, patience, and hard work required - and it is still based on chance.  

The best PM courses have eased the process a little but they are like all other courses in the world. They help you learn and leave you on your own to go figure. 

So what can YOU do?

Do what you love to do.

Unfortunately, that's it. It is as simple (or as difficult) as that.  

Did I tell you that I started writing blogs in 2006? 

I had blogs for Poetry, Cartoon, Advertising-critique, Business learnings, Newsletter. Some of them are still active, some died down - all are not so good, but I am still proud of some of the stuff I created. That's how I learned, by writing, creating, doing. I was part of a bunch of online communities and created a few of my own. I was part of the social media teams of all organizations that I worked for until it started becoming a specialized role sometime around 2013 (In India). 

While I was still leading a team, I was also doing all these other things - just because I love doing them. In most organizations I have worked with - if you are taking care of your work, anything you do over and above that, is welcome. It may not lead you anywhere. It may not get you the promotion or raise. It may not even get you the award that you deserve. But, it would give you a lot of learning and experience and satisfaction of doing something you love to do. 

At least to me. It did not get me any of those things - at that time. 7 years of toiling and doing stuff I wanted to - that was the reward. My first official appreciation/award came in 6 months into the product role. And then on, I've gotten it at all orgs I've worked with so far. And all the experience and learning come back together when I get into new problems and situations that no one can prepare me for. 

And, did I mention I started up? 

Twice. Among a bunch of other things I did, I also started a T-Shirts printing business on the side. Had huge plans but no real insight about how startups work. Also, I was working with two other friends from college time - all working on the side. We hustled for 6 months and then - "Jimmy quit, jody got married". So while it failed before it could really start - that was one of the most useful of my failures. The other two found their international MBA entry with this startup-failure story, and I still use that experience in product management. 

And, you know I volunteered. Right?

In 2014 I was thinking a lot about how to measure things correctly as a PM (or as anyone in business). How to measure growth, engagement, success for your products or processes? My quest led me to join the Headstart Network Foundation as a volunteer. I asked them how do they measure their impact, they said they didn't. I suggested they should. They suggested I should join them and do it. And that was it. Over the years, the Non-profit has grown and now I have a network of startup folks in 50 odd cities across India, Japan, Berlin, Finland, and London. Not bad for a non-MBA guy. 

Some of these have been strategic decisions, but, most of them I just said yes when the opportunity looked interesting. So, while as a PM we are asked to "learn to say NO", I've almost always taken up a new challenge by saying YES. There are no right decisions, you have to take a decision and then make it right. 

Ok, we've gone past a lot of stories in flashback and flash forward. Let me listicle it for your easy take-home. 

Here's a mad method to the madness:

PREPARE: Product Management sounds way cooler than it is. So stay cautious. It may not be for you, it's ok. Check out Customer Success (it's close and amazing). Or whatever else. 

GO WIDE: Product management is a lot of general management plus product instincts. So learn people management, leadership, software development process, basics of starting up. And build product instincts. Instincts are cognitive shortcuts that you develop over time by practicing something for long. So the best way to develop product instincts is to take a lot of decisions and get better at taking the right decisions. Even if you are not a PM, can you write your gut feel about the product and refer to it later to see if your gut feel was right? Thinking about how things around you work, and how can you make them better. How you'd improve an existing product - is a great exercise. But don't just think about it, ask others, read about it, analyze the competition, accumulate stats - have fun with it. If this sounds hard - it is hard, if you want it easy, go pray. 

APPLY: Do it. Do a lot of things to find out what you love to do, your calling, your spark (#soul), your ikigai - whatever. And once you know it, double down. 

BE CURIOUS: Learn something new. Hoard knowledge - read books, watch videos, listen to podcasts, follow amazing folks on Twitter. Don't try to do the "most effective thing" to begin with, figure what's most effective for you with trial and error. There are hundreds of great ones, don't even ask for "That one book". Have a 2-year plan. 

IMPROVE YOUR AVERAGE: Create a great network - meet people you find inspiring, try to ask them your questions, try to help them with something they might need - everyone is looking for something. They say you are the average of 5 people you hang out with most. It's probably right. 

GIVE IT AWAY: Share knowledge - a great way to learn is to write. Social media makes it better - adds some dopamine to the learning. You might think you have nothing to give initially, but keep at it. The attitude of giving back would help you find the right set of things to focus on.  

INTERVIEW: While the rest of it is critical, long winding, and DIY kind of approach, this is the only tactical advice I have. Work on your Resume, you can always improve it. Prepare for STAR interview questions and a bunch of other interview patterns listed on the internet and PM interview books. This is where all your other actions come together. Don't depend on your diffused knowledge alone - the way a lot of interviewers interview is crazy. Don't judge the company by one interviewer - but prepare really really well. Here's my framework on how to crack assignments. 

Drop me a line, if I can be of help. And if you think I can really help you further, feel free to book a timeslot here. (15 mins of ketchup is free) 

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