Use this page when you know the situation, but you do not know which pm-workbench workflow to start with.
This is not a framework catalog.
It is a fast route map for using pm-workbench like an OpenClaw-native PM workbench.
If the problem is still fuzzy, start upstream. If the problem is already clear, move to the workflow that produces the decision or artifact you need.
clarify-request
- the boss request sounds like a slogan
- someone jumped to a feature before explaining the problem
- the requirement is politically loaded but still unclear
- the team is already debating solutions too early
- a sharper problem statement
- separated problem / goal / embedded solution
- 1-2 missing questions that actually matter
- a reusable request clarification brief
My boss said our AI product needs more wow factor. Help me unpack what problem this is actually pointing to before we start proposing features.
evaluate-feature-value
- a stakeholder keeps pushing for something
- the feature sounds interesting but maybe gimmicky
- you need a go / hold / no-go view
- you need product judgment, not brainstorming
- user value judgment
- business / strategic value judgment
- effort / risk judgment
- a recommendation and next step
Ops wants a daily AI fortune card feature to improve engagement. I’m worried it is a gimmick. Help me evaluate whether it is worth doing now.
compare-solutions
- there are two plausible product paths
- tech, design, or business each prefer different directions
- the trade-off matters more than the descriptions
- you need a recommendation, not symmetric pros and cons
- decision objective
- explicit trade-off
- recommended option
- why not the others now
Compare these two paths for our AI product: a faster marketable AI layer versus a slower but more trust-building core product improvement. Recommend one current-period path and explain why not the other one now.
prioritize-requests
- next quarter cannot fit everything
- several stakeholders all want different things
- leadership needs a defendable above-the-line / below-the-line call
- you need a real top group, not a soft score table
- period objective
- ranked or tiered stack
- what is above the line
- what is below the line and why
We only have room for 3 priorities next quarter. Help me rank these requests, make the trade-offs explicit, and say what is clearly below the line.
draft-prd
- the problem is already reasonably understood
- the team needs a working draft, not a polished full spec
- you want scope, flow, constraints, and open questions captured quickly
- problem and goal framing
- target user and scenario
- proposed solution shape
- scope boundaries and open questions
We have decided to simplify onboarding for new team admins. Draft a lightweight PRD with the problem, goal, user flow, scope boundaries, and main open questions.
build-roadmap
- you need a quarter story or phase story
- sequence and dependencies matter
- the team needs a stage goal, not just priorities
- leadership needs to see what this period is really about
- controlling roadmap thesis
- themes or phases
- sequencing logic
- explicit non-focus area
Help me turn these priorities into a roadmap for the next quarter. I need a stage goal, sequence, and a clear statement of what is not the focus this period.
design-metrics
- the team knows what it wants to launch but not how to judge success
- the current metric set is too loose or vanity-driven
- you need one core metric plus supporting and guardrail metrics
- core outcome metric
- leading or process metrics
- guardrail metrics
- review window and judgment rule
We are launching a premium AI meeting summary workflow. Help me design the success metrics, including one core metric, supporting signals, and guardrails.
prepare-exec-summary
- you need a one-page update
- the audience is a boss, founder, or leadership team
- the output needs a conclusion and an explicit ask
- this is about upward communication, not more analysis
- conclusion first
- only the evidence that matters
- key risk
- explicit ask or decision point
Turn this into a one-page executive summary. My recommendation is to delay broader marketing, spend 6 weeks fixing activation friction, and request one temporary frontend engineer.
write-postmortem
- the launch underperformed or surprised the team
- you need expected vs actual analysis
- the point is to learn and change behavior, not write ceremony
- expected vs actual comparison
- what worked and what did not
- likely causes
- lessons and concrete next actions
This launch underperformed. Help me write a postmortem that explains what actually happened, what we misread, and what we should change next time.
portfolio-review
- multiple valid initiatives compete for one period's capacity
- leadership needs above-the-line and below-the-line decisions
- stakeholder pressure is real but cannot all be funded
- the output must include a decision or alignment ask
- period objective
- above-the-line bets
- below-the-line decisions
- main opportunity cost
- leadership ask
Help me prepare a portfolio review for next quarter. We need to decide what is above the line, what is below the line, and what leadership needs to protect.
head-of-product-operating-review
- activation, retention, delivery, support, sales, or quality signals conflict
- leadership needs the real product read, not a status report
- the team needs a next-period focus
- some noisy work needs to stay below the line
- bottom line
- signal pattern
- dominant operating diagnosis
- above-the-line focus
- leadership decisions needed
Activation is up, retention is flat, support tickets are still high, and sales is pushing enterprise work. Help me turn this into a head-of-product operating review with a clear diagnosis and next focus.
founder-business-review
- traffic or narrative is improving but conversion, retention, or monetization is weak
- investor pressure may distort roadmap choices
- founder needs a next-period focus or trade-off call
- the work spans product, growth, commercial, and operating constraints
- business bottom line
- what is improving versus what only looks better
- strategic diagnosis
- what to double down on
- founder decision ask
Traffic is up after a partnership push, but conversion is still weak and retention is uneven. Help me prepare a founder business review that separates narrative momentum from business truth.
Use this tie-breaker:
- Need clarity first? ->
clarify-request - Need a go / no-go judgment? ->
evaluate-feature-value - Need to choose among options? ->
compare-solutions - Need to rank multiple items? ->
prioritize-requests - Need a draft artifact? ->
draft-prd - Need a phased plan? ->
build-roadmap - Need success metrics? ->
design-metrics - Need upward communication? ->
prepare-exec-summary - Need a review of what already happened? ->
write-postmortem - Need above-the-line / below-the-line portfolio funding? ->
portfolio-review - Need a diagnosis from mixed product operating signals? ->
head-of-product-operating-review - Need founder-level business truth and next-period focus? ->
founder-business-review
When in doubt, start one step earlier than feels comfortable.
That usually means:
- do not draft a PRD before the problem is stable
- do not build a roadmap before the period objective is clear
- do not write an exec summary before the decision call is real
Use:
pm-workbench works best when you route by the actual PM job to be done.
This page exists to make that first routing choice fast.