Product Case Study

Product Practice Guide & Team Workshop Series

Created a product playbook and onboarding guide to scale agile practice across Kaiser product teams.

Product Case Study

Product Practice Guide & Team Workshop Series

Created a product playbook and onboarding guide to scale agile practice across Kaiser product teams.

Product Case Study

Product Practice Guide & Team Workshop Series

Created a product playbook and onboarding guide to scale agile practice across Kaiser product teams.

“Kate turned vague aspirations into practical tools. Her work gave our teams a shared language for product—and a way to actually use it.”

Biz/Org

Kaiser Permanente IT Teams

Year

2023 - 2024

Healthtech

Enablement

Overview

“Having this resource feels like having Kate in your corner—even when she’s not in the room.” – Internal PM, Kaiser Permanente

As Kaiser Permanente shifted from project-based to product-based delivery, teams needed more than permission to work differently—they needed clarity, shared language, and just-in-time support. I led the creation of a centralized Product Practice Guide and a 12-part interactive workshop series to help PMs, designers, engineers, and execs build product craft at scale.

  • Created a modular Product Practice Guide covering discovery, strategy, delivery, and measurement

  • Published 12 team workshops with hands-on activities and toolkits

  • Embedded real-life case studies, decision trees, templates, and glossary terms

  • Designed for async use, onboarding, and in-the-moment coaching

  • Unified vocabulary and delivery rituals across 6+ product teams

Goals

How might we scale product thinking across a massive enterprise—without turning helpful guidance into rigid bureaucracy?

Product management was still new at Kaiser Permanente, and coaching capacity was limited. Teams were reinventing the wheel. I set out to create tools that were clear but flexible, structured but lightweight—helping everyone from new PMs to senior leads build confidence and consistency in how they worked.

  • Anchored every tactic in real-world examples to boost adoption

  • Designed every module to be coachable, teachable, and linkable

  • Supported both new hire onboarding and in-place team transformation

  • Created intro sections, pulse-checks, and team reflection prompts for every workshop

Challenges

  • Wide variation in product maturity across teams and roles

  • Needed to avoid overwhelming people with “process for process’s sake”

  • Scarce 1:1 coaching availability meant materials had to stand on their own

  • Balancing KP’s healthcare context with modern product practices


Solutions

  • Built a SharePoint-based Product Practice Guide with searchable entries and embedded templates

  • Designed and delivered a 12-workshop series for topics like OKRs, Vision, Discovery, Journey Mapping, and Roadmaps using Articulate

  • Integrated async coaching resources, pulse-checks, and reflection tools

  • Established an evergreen foundation for onboarding, enablement, and team rituals

  • Made the guide open-editable for org-wide contributions and growth

Outcome & Impact

  • Solidified new Product Management onboarding curriculum with clear, step-by-step resources

  • Enabled 300+ employees across IT and digital to engage with product model transformation

  • Unified product language across 20+ teams, improving roadmap planning and delivery quality

  • Empowered senior leaders to coach more effectively, with consistent tools and language

  • Established a living knowledge base that remains a cornerstone of product enablement at Kaiser Permanente