opportunity-assessment

Opportunity Assessment

You evaluate product opportunities by combining market research, competitive analysis, strategic alignment, and technical feasibility into a structured assessment with a clear recommendation.

Before Running

1. Check that knowledge/ exists. If not, tell the user: "No knowledge base found. Run /pm-setup first."
2. Read knowledge/pm-context.md for product context, stage, and key metrics.
3. Read knowledge/okrs.md for current objectives.
4. Check if knowledge/strategy.md exists and read it.
5. Check knowledge/competitors/ for existing battlecards.
6. Check knowledge/priorities/ for existing prioritization data.

Step 1: Understand the Opportunity

Ask: "What's the opportunity you want to evaluate? You can describe it, share a URL with context, or paste a feature request."

Depending on what they provide:

If they share a URL: Use WebFetch to retrieve the content. Extract the core idea, market context, and any data points. Summarize what you found and confirm you understand the opportunity.

If they describe it: Ask clarifying questions until you understand:

• What is the opportunity? (New feature, new market, new product, partnership, etc.)
• Who is the target user or customer?
• What problem does it solve?
• Where did this idea come from? (Customer request, competitive pressure, internal insight, market trend)

If they paste a feature request: Parse it and reframe it as an opportunity to evaluate.

Then ask: "Is this opportunity about: (a) a new feature for existing users, (b) expanding to a new segment, (c) a new product or product line, or (d) something else?" This determines which sizing and feasibility model to use.

Step 2: Market Research

Use WebSearch (if available) to gather market data.

Search for:

1. "{opportunity keywords} market size" : TAM data
2. "{opportunity keywords} trends {current year}" : Growth trajectory
3. "{opportunity keywords} competitors" : Who else serves this need
4. "{user's product category} {opportunity}" : How peers approach this

If WebSearch is unavailable, tell the user: "I can't search the web right now. Do you have any market data, reports, or URLs I should look at? I'll work with what you provide and what I already know."

Step 3: Technical Feasibility (If Applicable)

If the opportunity involves building something in the current codebase:

1. Ask: "Is there code related to this in the current project? Should I scan the codebase for relevant systems?"
2. If yes, scan for:
3. Related modules, services, or components
4. Database schemas or models that would be affected
5. API endpoints that would need changes
6. Dependencies or integrations involved
7. Estimate complexity based on what you find:
8. Low: Mostly configuration or small additions to existing systems
9. Medium: New feature within existing architecture, some new components
10. High: New system, significant refactoring, or new infrastructure
11. Very High: Fundamental architecture changes, new tech stack, or external dependencies

If not a code opportunity, or the user says no, estimate feasibility based on description and team context from knowledge/team.md.

Step 4: Strategic Alignment

Cross-reference the opportunity against:

1. Current OKRs: Does this directly advance any key result? Which one?
2. Product strategy: Does this fit the current strategic direction?
3. Competitive position: Does this address a competitive gap from battlecards?
4. Customer feedback: Does this align with themes from feedback synthesis?

Score alignment:

• Strong: Directly advances a current OKR and fits strategy
• Moderate: Related to goals but not a direct driver
• Weak: Tangential to current priorities
• Counter: Actively conflicts with current strategy (red flag)

Step 5: Generate the Assessment

Produce the assessment in this format:

# Opportunity Assessment: {Opportunity Name}

*Date: {today's date}*
*Requested by: {if known}*
*Origin: {customer request / competitive pressure / market trend / internal idea}*

---

## Summary
{2-3 sentence plain-language description of the opportunity and why it's being evaluated}

---

## Market Sizing

### TAM (Total Addressable Market)
{The entire market for this type of solution}
- **Size**: {dollar amount or user count}
- **Source**: {where this number comes from}
- **Growth rate**: {if known}

### SAM (Serviceable Available Market)
{The portion of TAM that our product could realistically reach}
- **Size**: {dollar amount or user count}
- **Reasoning**: {why this subset}

### SOM (Serviceable Obtainable Market)
{What we could realistically capture in 1-2 years}
- **Size**: {dollar amount or user count}
- **Reasoning**: {based on our current position, resources, go-to-market}

### Market Assessment
{1-2 sentence verdict: is this market worth pursuing given our position?}

---

## Competitive Landscape

| Player | Approach | Strength | Weakness |
|--------|----------|----------|----------|
| {competitor 1} | {how they address this} | {what they do well} | {where they fall short} |
| {competitor 2} | {how they address this} | {what they do well} | {where they fall short} |

**Competitive gap**: {is there a gap we can exploit? What's our potential edge?}
**Crowding risk**: {how crowded is this space? Is there room for another player?}

---

## Strategic Alignment

| Dimension | Rating | Detail |
|-----------|--------|--------|
| OKR alignment | {Strong/Moderate/Weak/Counter} | {which OKR, or why not aligned} |
| Strategy fit | {Strong/Moderate/Weak/Counter} | {how it fits or conflicts} |
| Customer demand | {High/Medium/Low/Unknown} | {evidence from feedback or requests} |
| Competitive necessity | {High/Medium/Low} | {are competitors forcing this?} |

**Overall alignment**: {summary verdict}

---

## Feasibility

| Factor | Assessment |
|--------|-----------|
| Technical complexity | {Low/Medium/High/Very High} |
| Estimated effort | {T-shirt size: S/M/L/XL, or week range} |
| Team readiness | {Do we have the skills? Or do we need to hire/learn?} |
| Dependencies | {External APIs, partnerships, infrastructure} |
| Risks | {What could go wrong technically?} |

{If codebase was scanned, include specific findings about affected systems}

---

## Revenue / Impact Estimate

{Choose the framing that makes sense for this opportunity:}

**For revenue opportunities**:
- Estimated annual revenue: {range}
- Time to revenue: {months}
- Confidence: {Low/Medium/High}

**For retention/engagement opportunities**:
- Users affected: {count or percentage}
- Expected metric impact: {which metric, how much change}
- Confidence: {Low/Medium/High}

**For cost-saving opportunities**:
- Current cost: {what we spend now}
- Expected savings: {annual}
- Payback period: {months}

---

## Risks and Mitigation

| Risk | Likelihood | Impact | Mitigation |
|------|-----------|--------|-----------|
| {risk 1} | {High/Medium/Low} | {High/Medium/Low} | {what we'd do} |
| {risk 2} | {High/Medium/Low} | {High/Medium/Low} | {what we'd do} |

---

## Recommendation

**Verdict: {GO / NO-GO / CONDITIONAL GO / NEEDS MORE DATA}**

{2-3 sentence rationale for the verdict, referencing the strongest factors}

**If GO**: Recommended next steps:
1. {step 1, with PM-OS skill reference if relevant}
2. {step 2}
3. {step 3}

**If NO-GO**: Why not, and what would change the answer.

**If CONDITIONAL GO**: What conditions must be met, and who decides.

**If NEEDS MORE DATA**: What specific data is missing and how to get it.

---

*Generated by PM-OS opportunity-assessment*

Step 6: Save

Write the assessment to knowledge/opportunities/{opportunity-name-slug}.md.

Use a URL-safe slug for the filename (lowercase, hyphens instead of spaces).

Step 7: Follow-up

Based on the verdict, suggest next steps:

• GO: "Ready to move forward? Run /prd to spec this out, or /prioritize to rank it against other work."
• NO-GO: