Happy New Year! I’m kicking off 2026 with a behind-the-scenes look at what’s changing in my product practice, the experiments I’m running with my teams at HighLevel, and the trends I’m most energized by—especially around continuous discovery, AI workflows, and building stronger coaching cultures.
If you want to listen to the conversation that sparked many of these reflections, you can find it here: Spotify | Apple Podcasts.
Why Teresa sunset the live deep-dive cohorts—and how on-demand and the new Discovery Habits Toolbox better support real behavior change. This pivot resonated with my own experience: some skills, especially discovery habits, only stick when they’re reinforced in the flow of real product work, not just in a time-boxed cohort. In my org, we’re leaning into on-demand learning paired with manager coaching to drive durable behavior change.
What leaders actually need to coach interviewing, assumption testing, and core discovery habits inside their orgs. I’ve found that empowered product teams thrive when leaders have lightweight coaching tools, practical prompts, and clear expectations for product trios. This is less about one-off training and more about building communities of practice where deliberate practice and feedback loops become routine.
Why training is shifting toward ongoing, leader-supported learning (and how AI will accelerate the shift). AI Strategy isn’t just about tools—it’s about learning systems. For LLMs for product managers to create leverage, we need eval-driven development, privacy-by-design, and clear guardrails. I’m building AI workflows that enable managers to review interviews, spot anti-patterns, and nudge teams toward better decisions—without replacing critical thinking.
Teresa’s move into paid subscriptions and why AI content doesn’t fit the classic “design once, run for years” course model. I see the same reality in my content roadmap: the half-life of AI guidance is short. That pushes us toward subscription models, tighter feedback loops, and a more adaptive go-to-market strategy for education products.
A sneak peek into the AI tools Teresa is building for discovery work—from interview coaching to near-ready interview snapshot generation. I’m particularly excited by tooling that scaffolds better interviews, sharpens assumption testing, and speeds up synthesis without skipping the human judgment step. These capabilities map directly to where I want my teams investing time: spending less energy on admin and more on learning from customers.
Petra’s plans for the year: community building with Product at Heart, a new product leadership email course, her Product Leadership Wheel, and workshops launching in Cairo. As someone who believes in conferences as high-quality “energy wells,” I’m inspired by how these programs create momentum for leaders who are upgrading their coaching muscles.
The role of conferences and retreats in staying grounded, inspired, and connected. I treat these gatherings as strategic resets—spaces to test ideas, confront blind spots, and deepen my network for future collaboration. The best outcomes often come from serendipitous hallway conversations and hands-on sessions where you can pressure test frameworks with peers.
How Teresa is staying on top of academic research (and why “synthetic users” aren’t ready for prime time). I agree: while synthetic data can be useful for scaffolding, it’s not a substitute for direct customer contact. Combine academic rigor with real-world interviewing and strong data governance—especially when operating under General Data Protection Regulation (GDPR).
The shared challenge of evaluating vendors and conference speakers making questionable AI claims. My heuristic: ask for clear problem statements, reproducible evaluations, grounded benchmarks, and a path to safe deployment. If a pitch can’t show measurable uplift or ignores compliance, it’s not ready for empowered product teams.
Key takeaways I’m carrying into 2026: delivery models matter; leaders need coaching tools, not just training; AI is reshaping how we teach and learn; experimentation is the theme of 2026; and community still energizes. That’s the blueprint I’m using to strengthen continuous discovery, refine our AI workflows, and sustain high standards in product management leadership.
What about you? How are you integrating AI workflows into your discovery practice, and what coaching tools are helping your managers reinforce the right habits? Share your approach—I’d love to learn what’s working in your context.
Resources & Links:
Follow Teresa Torres: https://ProductTalk.org
Follow Petra Wille: https://Petra-Wille.com
Teresa’s website: Product Talk
General Data Protection Regulation (GDPR)
Product Talk Academy
Deliberate Practice – ATP episode where Teresa talked about the ending live cohorts for Deep Dive classes
2026 is closer than it feels, and the signals are already clear. I’ve been synthesizing what I’m seeing across empowered product teams, boards, and cross-functional partners into a practical view of what matters next. A sharp look at product management trends for 2026. Not guesses, but signals from top product leaders shaping how PMs will actually work next.
In this analysis, I distill eleven shifts that are changing the craft—from outcomes vs output OKRs and continuous discovery to stronger product strategy and tighter product roadmapping and sprint planning. The throughline is simple: prioritize customer value, ship with focus, and measure what moves the business. These aren’t headline trends; they’re working patterns I’m seeing across high-performing organizations.
AI is no longer a side project—it’s part of the product manager’s core toolkit. Agentic AI, LLMs for product managers, and trustworthy AI workflows are accelerating discovery, sharpening problem framing, and enabling faster iteration. The best teams pair this with disciplined evaluation and experimentation, so insight compounds without sacrificing safety, privacy, or product quality.
Execution is getting crisper through product trios and stronger stakeholder management. When design, product, and engineering co-own discovery and delivery, teams reduce handoffs and increase clarity. That alignment translates into better prioritization, fewer context-switches, and a roadmap that reflects real trade-offs—not wish lists.
On growth, product-led growth remains a durable engine when it’s anchored in a compelling value proposition and instrumented end-to-end. Clear activation moments, in-app guides, and thoughtful product tours outperform brute-force acquisition. When we connect these motions back to product strategy and the roadmap, we create a repeatable loop that compounds adoption and retention.
Governance and trust are now table stakes. Privacy-by-design, data governance, and a pragmatic approach to regulatory compliance protect both users and velocity. Teams that build these practices into their operating model move faster because they avoid late-stage rework and maintain stakeholder confidence.
If you’re leading a product org—or aspiring to—this is your field guide to 2026. I’ll unpack where these shifts are strongest, how to apply them in your context, and the pitfalls to avoid. The aim is to give you clear language, concrete practices, and a sharper edge as you shape what your team builds next.
I’ve spent the last few years turning AI from an intriguing demo into an operational advantage, and the clearest wins come when we treat agents as productized workflows—not toys. In practice, that means aligning agentic AI to a sharp product strategy, instrumenting everything, and scaling what works across the organization.
Learn how companies like Replit are consolidating workflows, creating one-person departments, and building systems for scale with Amplitude
When I talk about agentic AI, I’m focused on outcomes: fewer handoffs, faster cycle times, and measurable uplift in activation, retention, and NPS. The most successful rollouts start with a specific job-to-be-done, translate it into clear AI workflows, and then iterate with a tight feedback loop between data, design, and engineering.
My implementation playbook is simple and disciplined. First, choose a high-friction workflow and define success upfront. Second, make the build vs buy call on the foundation model, orchestration layer, and connectors. Third, establish AI risk management and safeguards early—before scale amplifies errors. Finally, run small, eval-driven releases and promote what performs.
Instrumentation is where the leverage compounds. With Amplitude analytics as a unified analytics platform, I design purposeful events (agent intent, tool calls, resolution state, human handoff), map funnels from user input to agent outcome, and cohort users by context to pinpoint lift. This gives me an honest read on where agents help, where they hinder, and what to tune next.
The “one-person departments” concept isn’t about doing more with less at all costs; it’s about assembling a tight loop of product management leadership, data, and automation so one operator can own a business outcome end-to-end. An agent handles the repeatable work, while the human focuses on judgment, edge cases, and continuous improvement that compounds.
As we scale, I look for platform scalability patterns: shared tools and policies, reusable prompt libraries, standardized evaluation suites, and consistent governance. That structure keeps agent performance predictable while preserving speed, and it aligns beautifully with product-led growth when agents are embedded directly in the product experience.
If you’re starting now, begin with a single, valuable workflow. Instrument it thoroughly with Amplitude analytics, make decisions from the data you see—not the demos you remember—and expand only after you’ve proven uplift. Iteration beats ambition here: agentic AI rewards teams who measure relentlessly and scale only what truly works.
Inspired by this post on Amplitude – Perspectives.
Support tickets are the rawest signal of product truth. Leading product teams at HighLevel, I’ve learned that the fastest way to build what customers value is to transform frontline conversations into a repeatable, data-driven system for discovery, prioritization, and execution.
What if your support and product teams could unlock CX insights to turn every ticket into strategic product intelligence? Explore how.
Here’s the operating system I rely on. First, I connect our support stack (think Intercom and our CRM integration) into a unified analytics platform so every conversation, tag, and resolution is queryable. I don’t just count tickets—I segment them by product area, customer segment, lifecycle stage, and revenue impact to reveal patterns that roadmaps can act on.
Next, we standardize a shared taxonomy. Agents apply concise, high-signal labels (problem type, severity, intent), and we augment that with AI-driven auto-tagging to reduce noise and improve recall. The result is trustworthy “voice of the customer” data that product managers and support leaders can both stand behind.
Prioritization then becomes rigorous and fair. I weight themes by severity, frequency, ARR exposure, and time-to-value, and tie them directly to outcomes vs output OKRs. Amplitude analytics helps me quantify impact—what’s breaking activation, what’s dragging conversion, what drives retention analysis—so the backlog reflects business outcomes, not opinions.
Discovery is continuous by design. Product trios (PM, design, engineering) run weekly reviews of the highest-signal themes, recruit users straight from recent tickets, and prototype solutions quickly. We validate ideas with A/B testing when appropriate and ship targeted in-app guides to reduce confusion before it becomes a ticket.
Crucially, we close the loop. When we release a fix or improvement, we notify affected customers and the agents who flagged the issue. We track downstream effects—ticket deflection, CSAT, feature adoption, and time-to-resolution—so everyone sees how customer support ai strategy accelerates product-led growth.
This approach also builds culture. Empowered product teams treat support as a strategic partner, not a cost center. Agents become co-creators of the roadmap, and PMs gain a steady stream of product discovery opportunities grounded in real user outcomes.
If you’re getting started, a simple 30-60-90 can help: in 30 days, unify the data and agree on taxonomy; in 60, instrument dashboards and adopt a weekly insights ritual; in 90, align priorities to OKRs, launch targeted fixes, and measure business impact. That’s how tickets turn into product truth—and how CX insights drive compounding wins.
Inspired by this post on Amplitude – Perspectives.
How do you help disadvantaged students take action on opportunities they don't even know exist? That question has been top of mind for me as I’ve explored how AI can augment—not replace—human mentorship. Recently, I dug into the work behind Zero Gravity, a UK-based platform using mentoring, community, and learning pathways to unlock elite career opportunities for state school students. Their approach reframed a core problem I care deeply about: the "knowing-doing gap."
I sat down with Elliot Little (Product Manager) and Dan St. Paul (Software Engineer) from Zero Gravity to unpack how they’re tackling this gap with an AI career co‑pilot. They’ve intentionally positioned the system as an orchestrator, not an automation tool—bridging the space between knowing what to do and actually doing it. As a product leader, I see this as a powerful pattern for Generative AI: use AI to coordinate steps, personalize guidance, and empower action in moments where confidence and clarity are fragile.
What resonated most was the humility of their build journey. They started with grand visions of AI mentors and synthetic avatars, then scaled back to something simpler and more effective. The first prototype—a job suitability summary—didn’t deliver the "wow moment" they expected. And they discovered that hiding the "LLM magic" backfired—students needed to feel the personalization. That insight aligns with my own experience: users must perceive the value for trust and motivation to compound.
From a UX standpoint, the team chose text chat over voice input and leaned into guided prompts rather than empty text boxes. That decision lowered cognitive load and increased completion rates—classic product management tradeoffs that privilege momentum over novelty. In my view, this is what good AI product strategy looks like: invite action with structure, then expand autonomy as confidence grows.
The technical backbone is equally thoughtful. Multi‑month journeys require rigorous context window management to avoid exploding token counts and degrading quality. I appreciated their pragmatic toolkit: context management techniques like removing stale tool calls, summarizing history, exposing tools conditionally. They also used application logic rather than complex RAG architectures to manage tool availability and context freshness. This is the kind of disciplined engineering that keeps systems reliable at scale without overcomplicating the stack.
Model selection was fit‑for‑purpose, not one‑size‑fits‑all. They’re using different models for different tasks, including "GPT-5 Nano for structured outputs, lighter models for quick replies." That modularity enables speed and cost control while preserving high‑fidelity moments where structure matters most.
Safeguarding was treated as a first‑class concern—non‑negotiable when you’re building AI for 16‑year‑olds. Their safeguarding architecture pairs moderation endpoints with external verification via Unitary. They also invested in building a failure taxonomy through internal red team/green team exercises. This is AI risk management done right: define failure modes early, test ruthlessly, and wire safety into the product surface area—not just the model layer.
Evaluation was grounded in outcomes, not demos. The team focused on whether students progressed from insight to action: applying, interviewing, and engaging with mentors. That aligns with how I run eval‑driven development—ship narrowly, measure real behavior, and iterate toward a repeatable "wow moment" that students can actually feel.
Looking ahead, I’m excited by what’s next: long‑term memory management for multi‑year student journeys. It’s a hard problem—balancing privacy, provenance, and portability—but it’s precisely where an AI career co‑pilot can compound value over time. The vision is compelling: a resilient companion that remembers goals, adapts to context, and orchestrates the right next step.
If you want to dive deeper, you can listen to the full conversation on Spotify and Apple Podcasts:
Listen to this episode on: Spotify | Apple Podcasts
Blue Dot Impact AI Safety Course – free AI safety course Elliot recommended: https://bluedot.org/
My key takeaways: build AI that augments human relationships, not replaces them; don’t hide the personalization—let learners feel it; privilege application logic over unnecessary architectural complexity; and treat safety, context, and evaluation as product features, not afterthoughts. That’s how we bridge the "knowing-doing gap" with integrity and scale.
Buy-in isn’t a single meeting; it’s a designed journey. Over the years leading product strategy at HighLevel, I’ve learned that the fastest way to earn durable support is to reduce uncertainty, align on outcomes, and create visible momentum. Explore how to get buy-in from stakeholders with practical strategies, clear communication tips, and proven methods used by the best. Here’s the 7-step playbook my teams and I rely on to move from idea to aligned action.
Step 1 — Anchor on outcomes, not outputs. I start by writing a crisp problem statement, the target customer, and the measurable outcome tied to our North Star metric. I translate this into outcomes vs output OKRs so every stakeholder can see the difference between what we’ll ship and what we intend to change. This framing keeps discussions grounded in impact, not features.
Step 2 — Map stakeholders and incentives. Effective stakeholder management begins with a living map: economic buyers, executive sponsors, influencers, and operators. I capture each person’s goals, risks, and decision cadence. When I speak to Finance, I foreground cost and runway; with Sales, I emphasize pipeline and win rate; for Customer Success, I speak to retention and NPS. Meeting stakeholders where they are builds trust quickly.
Step 3 — Co-create early with the product trio. I pull the product trios (PM, Design, Engineering) into continuous discovery with GTM partners to validate assumptions and de-risk the solution. This is where empowered product teams shine—rapid discovery sprints, early prototypes, and clear learning objectives. Co-creating exposes blind spots early and transforms critics into champions.
Step 4 — Socialize a narrative, not a deck. Before any formal review, I circulate a short narrative memo that ties our product strategy to a clear value proposition, competitive differentiation, and go-to-market strategy. I include options and trade-offs so stakeholders feel invited to shape the path, not just stamp approval. Pre-wiring conversations ensure that the “meeting” is simply the last 10% of the decision.
Step 5 — Back the story with data and a viable plan. I combine retention analysis, funnel metrics, and customer evidence to demonstrate opportunity size and risk reduction. Then I outline a phased approach with product roadmapping and sprint planning, milestones, and success metrics. I highlight the smallest viable bet that proves value fast, along with contingency paths if we learn something unexpected.
Step 6 — Design the decision. I define the decision we need, by whom, and by when. The decision doc includes the problem, options, risks, mitigations, and the explicit ask. I schedule 1:1s to address concerns, then run a focused review with clear roles and time-boxed discussion. Clarity about the decision—and the criteria—prevents drift and protects timelines.
Step 7 — Sustain momentum post-approval. After the green light, I convert the plan into execution cadences: weekly demos, transparent dashboards, and QBRs vs OKRs check-ins to reinforce outcomes. We celebrate learning milestones, not just launches, and keep stakeholders informed with concise updates that tie progress to the original outcomes and value proposition. Momentum is the best antidote to second-guessing.
Clear communication and a repeatable process turn buy-in from a hurdle into a habit. When stakeholders see a compelling narrative, credible evidence, and a path to value, they don’t just approve—they advocate. Follow these seven steps and you’ll build alignment faster, ship smarter, and strengthen trust across the organization.
Experience quality compounds just like code quality. To align teams and accelerate outcomes, I rely on a clear, five-stage software experience maturity model to assess where we are, why we’re there, and how to advance. It turns fuzzy debates into concrete product strategy and reinforces a product-led growth mindset.
Find out where you stand—and what to fix first—with this maturity framework.
Why a five-stage model? It gives product, design, engineering, and go-to-market a shared language for trade-offs, helps us move from opinions to evidence, and ties day-to-day improvements to outcomes vs output OKRs. Instead of spreading effort thin, we sequence the right bets at the right time and build momentum with measurable wins.
Here’s how I apply it in practice. I start with a brief, honest self-assessment across the customer journey: onboarding clarity, user activation moments, in-app guides and product tours, UX writing, support loops, reliability, and analytics coverage. Then I layer in learnings from continuous discovery and product discovery—interviews, usage patterns, and support transcripts—so we see the experience as customers do, not just as we intended.
When it comes to what to fix first, I prioritize prerequisites over polish. If the value proposition isn’t clear, onboarding is confusing, or activation is inconsistent, we address those before adding new features. I instrument the funnel end-to-end, establish a minimum detectable effect (MDE) for A/B testing, and ensure we can answer basic questions about who activates, who retains, and why.
Measurement is non-negotiable. I pair retention analysis and activation metrics with qualitative signals to avoid local maxima. Amplitude analytics helps reveal behavioral patterns, while Pendo and in-app guides close gaps in comprehension and guidance. Intercom and CRM integration with HubSpot connect product signals to account health, so we can see how experience maturity drives revenue and retention.
Operationally, I anchor the roadmap to a small set of experience outcomes, link them to product strategy, and review progress in cadence with leadership. This approach builds product management leadership muscle: sharper stakeholder management, clearer trade-offs, and faster feedback loops. Most importantly, the team sees how each improvement ladders up to a better, more durable user experience.
If you’re mapping your own path across the five stages, start by sizing the gaps that block activation and retention, commit to a few high-leverage fixes, and measure relentlessly. With a shared maturity model, your team gains focus, your customers feel the difference, and your product compounds value with every release.
I rely on product benchmarks to align teams, sharpen strategy, and accelerate outcomes—especially in healthcare, where stakes are high and complexity is real. Over the years, I’ve learned that the right metrics create clarity across product, engineering, compliance, and go-to-market, enabling faster, safer decisions that translate into measurable impact.
Discover exclusive data and strategies from our Product Benchmark Report. Compare the healthcare technology industry’s performance across key product metrics.
When I evaluate a healthcare product’s health, I focus on a few essentials: activation rate and time-to-value for new users, weekly active usage and feature adoption for clinicians and admins, and cohort-based retention analysis to understand whether value compounds over time. I also look at funnel friction (onboarding drop-off, failed setup steps), support load per account, and reliability signals that influence trust—because in healthcare, trust fuels growth.
Benchmarks turn those metrics into context. They help me answer, “Are we good, or just lucky?” By comparing our numbers to industry peers, I can prioritize the few bets that matter, set outcomes vs output OKRs, and guide empowered product teams to focus on the highest-leverage improvements.
Operationally, I instrument products with a unified analytics platform and tools like Amplitude analytics and Pendo to track user activation, feature adoption, and in-product journeys. Pairing that with continuous discovery keeps insights fresh, while A/B testing and clear minimum detectable effect (MDE) thresholds ensure we ship with statistical confidence.
In practice, my playbook for healthcare product-led growth is straightforward: simplify onboarding with targeted product tours and in-app guides, tighten the first-win loop to reduce time-to-value, and eliminate blockers surfaced by behavioral analytics. Then, reinforce the loop with lifecycle messaging, role-specific education, and clear value propositions for clinicians, operations teams, and executives.
Of course, none of this works without strong governance. Data governance and regulatory compliance aren’t just guardrails; they’re growth enablers. Clear audit trails, privacy-by-design, and reliable incident management build the trust that keeps adoption high and churn low.
If you’re ready to benchmark your roadmap against the market, this report gives you the clarity to spot gaps, the language to align stakeholders, and the metrics to execute with precision. Use it to calibrate your product strategy, guide your next set of experiments, and confidently scale what works across the healthcare technology ecosystem.
Inspired by this post on Amplitude – Perspectives.
Benchmarks are my reality check. In the fast-moving media and entertainment space, I rely on concrete product metrics to align strategy, prioritize roadmaps, and drive product-led growth with confidence. When my team and I calibrate against industry benchmarks, we turn opinions into outcomes and ensure our bets are tied to measurable impact.
Discover exclusive data and strategies from our Product Benchmark Report. Compare the media and entertainment industry’s performance across key product metrics.
Here’s how I think about what matters most in this report: user activation and time-to-value to understand onboarding effectiveness, retention analysis to quantify staying power, feature adoption to validate value delivery, and engagement depth to see whether we’re building habit loops—not just generating clicks. I also look at experimentation maturity (A/B testing volume and velocity), release cadence, and how we structure outcomes vs output OKRs to keep teams accountable to real customer impact.
Benchmarks aren’t scorecards—they’re decision accelerators. I use them to run a gap analysis, set clear targets, and focus the roadmap on the few bets most likely to move our leading indicators. For example, if activation lags, we invest in clearer in-app guides, product tours, and progressive onboarding; if retention stalls, we refine the value proposition and instrument cohorts to isolate which segments respond best.
Operationally, I instrument a unified analytics platform with Amplitude analytics for cohorting and funnel analysis, and Pendo for in-app guidance and feature adoption insight. Weekly product health reviews keep the team oriented around activation, retention, and engagement. When we A/B test, we set a minimum detectable effect (MDE) up front and tie experiments to specific OKRs, so decisions aren’t swayed by noise. This discipline helps empowered product teams ship faster without sacrificing rigor.
If you’re building in media and entertainment, use these benchmarks to define what “good” looks like for your model, then localize targets to your audience and content format. Start by instrumenting the essentials, align leaders on the few metrics that matter, and iterate with high-velocity experiments. The right benchmarks will sharpen your product strategy, improve stakeholder confidence, and turn your roadmap into a reliable engine for growth.
Inspired by this post on Amplitude – Perspectives.
I’ve been systematically exploring how the product model shows up inside iconic companies. After studying “The Product Model at Spotify” and “The Product Model at Amazon,” I’m turning my lens to Google—specifically, how the product operating model, product culture, and product strategy manifest in practice and what we can pragmatically take back to our own organizations.
When I talk about the product model, I’m looking at the machinery that connects strategy to outcomes: empowered product teams, clear decision rights, tight product trios, continuous discovery, data-informed bets, and an operating cadence that enables learning at speed. My goal here is to unpack how those elements come together at Google and translate them into repeatable patterns you can adopt.
At a high level, I focus on how teams are empowered to solve problems rather than ship outputs, how outcomes vs output OKRs clarify what matters, and how experimentation (from rapid prototyping to A/B testing) de-risks decisions before they scale. I also examine how engineering and product partner to balance platform scalability with customer value, and how stakeholder management reinforces alignment without slowing teams down.
Why does this matter? Because the product model is a lever for resilience and speed. When product strategy is explicit and the operating model is built for learning, organizations multiply the impact of talented people. That’s how small, focused teams repeatedly deliver outsized results—even in complex, regulated, or high-scale environments like Google.
In the sections that follow, I’ll synthesize what I see as the core patterns behind Google’s approach and distill them into actionable guidance: how to structure product trios, how to run continuous discovery alongside delivery, how to set and calibrate OKRs for outcomes, and how to evolve your product culture so empowered product teams can do their best work. My aim is not to idolize a model, but to extract what’s portable and help you adapt it to your context.
Your 2026 conference budget should not begin with a list of famous events. It should begin with a decision your product organization is struggling to make: where AI belongs in the roadmap, why discovery is not changing priorities, how product operations should reduce friction, or which growth problem deserves executive attention.
That shift turns conference planning from a travel exercise into a portfolio of strategic bets. You can choose events for the decisions, relationships, and operating changes they can support – and decline the ones that offer interesting content without a credible path to action.
Decide what each conference must change
There is no universally best product conference. The right choice depends on the uncertainty you need to reduce and what you are prepared to do with the answer.
The real cost is larger than registration and travel. It includes the attendee’s attention, the decisions someone else must cover, the interruption to active work, and the follow-through required after the event. An inexpensive ticket can therefore be a poor investment, while a more demanding trip can be defensible when it helps unblock a consequential product decision.
Before approving a booking, require a short conference thesis with these fields:
Decision: What active product, AI, growth, hiring, or operating-model decision should improve?
Uncertainty: What does the team not know well enough to decide confidently?
External value: Which practitioners, perspectives, or examples are difficult to access inside the company?
Action: What will the attendee recommend if the current hypothesis becomes stronger, weaker, or more conditional?
Owner: Who has the authority to act on what is learned?
For an AI product leader, a useful thesis might be: I need operator evidence that helps us decide whether the next investment belongs in a customer-facing capability, an internal workflow, or the evaluation and governance layer beneath both. That is specific enough to shape session choices and conversations. Learn more about AI is not.
The same standard applies to networking. Meet product leaders is too vague to guide behavior. Compare how product executives assign decision rights between a central AI platform group and embedded product teams gives the attendee a real question, a relevant peer profile, and a reason to follow up.
Key takeaways
Choose a conference for an active decision, not for its reputation alone.
Build a portfolio across strategic priorities instead of sending everyone to similar general-interest events.
Use date collisions to force explicit tradeoffs about content, peer access, and geography.
Send the person closest to the uncertainty, provided that person has enough authority to apply what they learn.
Measure changed decisions and operating behavior, not notes collected or badges scanned.
Build a portfolio around strategic priorities
Conference names are useful screening signals, but they are not proof of agenda quality. Start by matching event themes to company priorities. Then inspect the organizer’s current agenda, speakers, attendee profile, format, and location before committing money or executive time. Verify the date and venue directly before purchasing because event details can change.
The following map helps narrow the field. It is a planning tool, not a ranking.
Does the team need a new method, stronger leadership practice, or better integration of research into product decisions?
A balanced portfolio can contain different kinds of bets. An anchor event can provide a broad external scan and senior relationships. A specialist event can address a narrow operating problem. A virtual event can provide targeted content without travel. A regional event can deepen a market-specific network. You do not need every type; use only the ones connected to current priorities.
This matters because superficially similar conferences can serve different jobs. A product-led growth event may be useful when the team is redesigning activation or commercial ownership. It is probably redundant when the same attendee recently explored the same questions and no resulting work has reached implementation. Repetition is valuable only when the audience, market, or decision has changed.
AI-themed events deserve an especially strict filter. A prominent AI label does not tell you whether the agenda will help with real product work. Look for evidence that sessions address evaluation, data readiness, workflow adoption, reliability, governance, product economics, and organizational change – not only model demonstrations. If AI hiring is the objective, confirm that the likely participants include the builders or leaders you need to understand, rather than assuming a large technology audience will produce relevant candidate relationships.
Keep some conference capacity uncommitted. Later announcements, agenda changes, and newly urgent company problems can make an event that looked optional more relevant than one selected during annual budgeting. A complete calendar created too early can leave no room for better information.
Use calendar collisions to make sharper choices
The 2026 schedule contains several useful collisions. They are not merely logistical problems. They reveal whether your selection criteria are strong enough to distinguish one event from another.
On March 26 in New York, the Chief Product Officer Summit, Product Operations Summit, and Product-Led Summit occur on the same day, with the latter two continuing through March 27. One attendee cannot meaningfully cover all three. A product executive working through organizational design may favor the leadership audience. A product operations owner rebuilding planning and decision infrastructure has a different reason to be there. A growth leader should not choose either merely because colleagues are attending.
Amsterdam creates a similar choice on May 28-29, when the Chief Product Officer Summit and Product-Led Summit run on the same dates. If both themes matter, split coverage only when each attendee has a distinct brief and a real route to implementation. Dividing the team without separate objectives simply doubles the expense and produces overlapping summaries.
For a same-city overlap, choose by problem. Split coverage only when the briefs are materially different and both attendees can act afterward.
For a nearby-city cluster, calculate absence as well as travel. Add transfers, working days between events, and recovery time to the decision.
For a cross-region collision, protect the portfolio. Select the event serving the more important company priority, not the one creating more fear of missing out.
For a virtual alternative, distinguish content from access. Choose virtual participation when learning is the main objective; protect in-person travel for relationships or interactions that genuinely require presence.
Also block the attendee’s return capacity before approving the trip. If the calendar is packed with internal meetings immediately after the event, synthesis and follow-up will be displaced by routine work. That turns an expensive learning opportunity into a folder of notes no one uses.
Send the right attendee with an operating brief
The most senior available person is not automatically the right attendee. Neither is the person most eager to travel. Match the attendee to the decision, the conversations required, and the authority needed afterward.
Conference objective
Best-positioned attendee
Authority or support required afterward
Reframe AI product strategy
The product or AI leader accountable for the portfolio decision
Ability to change priorities, commission validation work, or define a new investment thesis
Improve product operations
The leader or operator who owns planning, decision flow, tooling, or product rituals
A sponsor willing to change responsibilities, forums, or operating mechanisms
Strengthen continuous discovery
A product, design, or engineering representative close to active customer and delivery work
A real product area in which to apply the method and partners prepared to participate
Calibrate executive leadership
The product executive who owns the relevant organizational or stakeholder decision
Access to the executive forum where the operating change will be decided
Inform AI hiring
The person accountable for role design, assessment quality, or the hiring decision
Permission to update the role scorecard, sourcing thesis, or interview process
A practitioner sent to an executive event may hear useful ideas but lack access to the people or forums needed to apply them. An executive sent to a method-heavy event may return with broad principles while missing the implementation detail. When the objective spans levels, assign a primary attendee and an internal sponsor instead of assuming one person can represent every perspective.
The operating brief should travel with the attendee. Include:
Outcome statement: The decision or operating change this event should inform.
Question set: The questions that sessions and conversations must help answer.
Current hypothesis: What the team presently believes, including the conditions that might make it wrong.
Conversation map: Relevant peer operators, complementary functions, speakers, customers, partners, or prospective hires to look for.
Agenda rules: Sessions that directly answer the brief, useful alternatives, and content that can be skipped without regret.
Capture format: Claim, evidence, context, transferability, open question, and follow-up.
Coverage plan: Decisions delegated during the attendee’s absence and the escalation path for anything that cannot wait.
Return forum: The operating meeting where recommendations will be considered, not merely presented.
Networking becomes easier when the attendee has a real problem to discuss. A useful introduction contains four things: your role, the situation you are working through, the precise question, and a modest request to compare approaches. That gives the other person something concrete to respond to. A generic request to connect transfers all the work to them.
Do not optimize for the number of conversations. Optimize for relevance and continuity. A smaller set of exchanges tied to active work is more useful than a long contact list with no reason for another interaction. Before leaving the event, record why each follow-up matters and what question should move forward.
Measure return through decisions and behavior
Conference return is often reduced to attendance, notes, leads, or an internal presentation because those outputs are easy to count. None proves that the company made a better decision or changed how it operates.
Use a decision ledger instead. Before the event, record the active decision, current hypothesis, unresolved evidence, owner, and forum where action can be authorized. After the event, update the same record with the strongest signal, its origin, the context in which it appeared to work, the resulting confidence change, and the next action.
Evidence quality matters. A vendor claim, a conference-stage success story, a private conversation with an operator, and a pattern repeated across unrelated practitioners should not receive equal weight. The attendee should label which kind of signal they captured and identify what still needs internal validation. Conference learning can shape a test or decision; it should not bypass product judgment.
Return channel
Evidence that counts
Weak proxy
Decision quality
A documented product, AI, growth, or operating decision was changed, accelerated, narrowed, or deliberately held pending better evidence
A polished event summary
Execution
An experiment, discovery activity, hiring change, or operating practice has an owner and a checkpoint
General enthusiasm about trying new ideas
Network
A relevant relationship continues around an active problem, with a clear reason for follow-up
Contacts or badge scans collected
Talent
The team improves a role thesis, evaluation approach, market map, or ongoing candidate relationship
A stack of resumes without fit assessment
Knowledge transfer
Colleagues can apply the insight to current work and understand the conditions under which it may fail
Slides placed in a shared folder
Not every conference needs direct revenue attribution. Executive calibration, hiring insight, and discovery capability can create value indirectly. Forcing a speculative revenue number onto those outcomes creates false precision. It is still reasonable to demand a visible chain from attendance to evidence, from evidence to a decision, and from the decision to owned work.
Cancel or reassign attendance when that chain is missing. A booked event should be reconsidered if the final agenda no longer matches the priority, the attendee cannot articulate a decision thesis, the same questions were recently explored elsewhere, or no one has capacity to act on the result. Sunk planning effort is not a reason to spend more time and money.
Open your planning calendar with one real company priority, then review the published 2026 product conference dates. Shortlist the event whose audience and agenda best match the unresolved decision. Assign the decision owner, write the operating brief, protect the return forum, and only then approve the booking. If an event cannot survive that sequence, decline it and preserve the capacity for one that can.
Capacity planning has always been a high-stakes exercise in customer service, and when you miss, the signal shows up fast in backlogs and SLAs. I’ve lived that pressure across multiple cycles, and 2026 will reward teams that plan differently.
AI fundamentally changes capacity planning because it changes the work. It resolves the bulk of your volume, speeds up execution, and elevates the complexity and value of what humans handle. The consequence is simple: planning models must evolve.
This is the final installment in my 2026 customer service planning series, and I’m focusing on the tension every leader feels right now—be ambitious about automation, but avoid the trap of understaffing if your assumptions don’t hold.
My goal is to share how AI changes the logic of capacity planning, what I’ve learned implementing these practices with my team and with customers, and the common traps to avoid.
Traditional planning rests on relatively stable assumptions: volume grows predictably, work types stay consistent, handle times don’t swing dramatically, and productivity improves slowly with better tools and training. In an AI-first model, none of that is guaranteed, and the fundamentals flip.
The mix of work changes as AI absorbs a growing share of simpler conversations, leaving humans with deeper, more time-consuming issues that demand human-to-human connection. Demand can actually increase when you remove friction, so AI can both resolve more and attract more volume. Human time splits differently as teammates solve customer problems and also review AI behavior, give feedback, improve content, and support system-level work. Performance becomes dynamic, not fixed—automation rate isn’t a one-time number; it can rise with care and fall with neglect.
If you plan for 2026 using a pre-AI model—assuming similar productivity, similar work mix, and a linear relationship between volume and headcount—you will underestimate what it now takes to run a high-performing support organization.
There are many metrics you can track, but the one to put at the center is automation rate (AI Agent involvement rate × AI Agent resolution rate). This single construct tells me what share of total volume AI actually resolves, how much work remains for humans, how much additional demand humans can absorb, and how ambitious I can be with headcount.
Early in the journey, I prioritize raising involvement—getting the AI involved in more conversations. Once involvement is high, I shift to resolution on the hardest remaining work, where each additional 1% of automation can represent several people’s worth of capacity.
In my 2026 plans, automation rate sits alongside projected inbound volume, average “output” per person for the more complex work that remains, and occupancy—how much time is allocated to customer-facing interactions versus operational and strategic work. Together, those inputs give a realistic picture of how many people you need and where they should spend their time.
First, plan boldly on automation, but match it with investment. I do not cap automation assumptions at 40–50% “because AI is new.” Many teams are already modeling 60%, 70%, even 80%+ for 2026—when they invest in AI ownership and content. The investment is non-negotiable: named ownership for AI performance (AI ops, knowledge management, conversation design), clear automation targets by work type (e.g., informational vs. personalized vs. actions vs. deep troubleshooting), realistic expectations for what’s easy to automate and what’s not, and a concrete plan to raise automation over time in monthly or quarterly steps rather than a single jump.
To decide where to invest first, I dig into the data. I start with the biggest volume drivers, separate content-led issues from those dependent on data or complex procedures, assume higher resolution potential for content-led topics once the knowledge base is in shape, and set more modest initial resolution expectations for system-dependent flows. Then I stair-step improvements as the systems, data contracts, and workflows mature.
In short, bold automation goals only work when paired with the team structure, content, and systems required to reach them—and the discipline to iterate.
Second, expect human “output” per person to go down. That’s a mindset shift. Historically, we assumed individual productivity would stay flat or tick up as tools improved. In an AI-first model, humans handle fewer conversations but more complex, cross-functional issues—and create more value despite lower case counts.
I model a lower “cases closed per person” than prior-year baselines, explicitly assume the remaining work is more complex and time-consuming, and redefine productivity to include system-level work like AI Agent improvements, content updates, and policy or workflow change management. I also report “capacity created” from automation alongside human outputs, so leadership sees the full picture.
Third, rethink occupancy: more time off the queues, on higher-value work. Traditional occupancy splits time between inbox and training, meetings, and breaks. Now there’s an expanding “out-of-inbox” portfolio that directly affects AI performance and overall capacity: reviewing AI-handled conversations, improving AI Agent triaging and handovers, contributing to content and procedures, feeding insights to product and engineering, and supporting system changes that reduce future volume.
I set lower inbox occupancy targets than before and make the rationale explicit. People aren’t working less—they’re working differently. In planning, I assume more time spent on improvement and system work, make it visible (for example, X% in inbox and Y% on AI and system improvement), and treat this as critical, not a “nice to have.” If you don’t proactively allocate it, it won’t happen—and your automation and performance targets will suffer.
Fourth, work with the finance team early, and treat your plan as a set of assumptions. Capacity planning with AI is a set of bets across automation rate, human output, demand growth, occupancy, and where surplus capacity (if any) goes. I bring finance in early, show that the plan is dynamic and directly tied to AI performance, and label every lever as an assumption with ranges.
I commit to a quarterly review cadence with finance to compare assumptions versus reality and adjust headcount, targets, and investment as needed. The risks are real: if automation grows slower than expected and you stop backfilling too early, you’ll be understaffed for months. Hiring and onboarding take time, so course-correcting late creates strain. If you do produce surplus capacity, have a clear strategy to reallocate those teammates to higher-value work—improving systems, feeding insights back to product, supporting new channels, and driving proactive CX—rather than defaulting to reductions.
I also set explicit guardrails—if automation rate misses by five points for two consecutive months, we pause planned reductions and revisit hiring gates. If it over-performs, we shift people into backlog eradication, content upgrades, or proactive outreach, so we bank compounding value.
To set your team up for success in 2026, anchor your plan on automation rate, be honest that humans will handle fewer but harder conversations, and protect time for system improvements. Partner early and often with finance, avoid shrinking too fast, and design a plan for surplus capacity so you’re never caught flat-footed.
If AI is going to handle the majority of your customer conversations, your plan has to be designed to help it do that well and to keep your team set up for meaningful, sustainable work. A 2026 plan built on adaptable assumptions—not fixed predictions—will hold up as your work, your systems, and your customers’ expectations continue to change.
If you’d like future editions like this, subscribe and stay close—I’ll keep sharing what’s working, what isn’t, and how to tune your customer support AI strategy in real time.
