Methods Catalog EN

Methods-Catalog-EN — knowledge base catalog

🇷🇺 Русская версия: Methods-Catalog

A catalog of all 88 methodology cards in knowledge/methods/ grouped by category (the course field in frontmatter): id, title, and one line on "what it is for". Sources: knowledge/INDEX.md, INDEX_EN.md, card frontmatter. Open a card: pfs kb show <id>; search by meaning: pfs kb search "query". How the base works — Knowledge-Base-EN; which cards on which task — Recipes-EN.

Note: card titles below are translated for navigation; the canonical cards are in Russian and are searched/linked by their M-… ids. 16 PM approaches also have full English summaries in knowledge/methods_en/.

Summary: category → card count

Category	Cards	Topic
strategy	28	strategy, growth, platforms, risks, reporting
ux	19	research, interviews, CJM, USP, loyalty
pm	11	product management and lifecycle
skills	11	economics, models, market, sources
data	8	A/B, statistics, SQL, dashboards, forecasting, ML
product	4	continuous discovery, PMF survey, dual-track
ai + gen-ai	5	GenAI products, evals, AI feature patterns
synthesis	2	Double Diamond, frameworks overview
Total	88	+ 16 EN mirrors and INDEX_EN.md

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Strategy (strategy, 28)

ID	Card	What it is for
M-strategy-growth	Growth strategy	structure of a strategy document, Ansoff matrix, unfair advantage
M-outcome-roadmap	Outcome roadmap	phases instead of dates, transition criteria, stop signals
M-success-metrics	Success metrics	NSM, metric tree, AARRR, OKR — linking goals to metrics
M-goals-drivers-bets	Goals, drivers, bets	SMART goals, growth streams, big/mid/small bets portfolio
M-risks	Strategy risks	risk matrix, AATM, mitigation, plan B, trigger metric
M-competitors	Competitors	competitor types, Porter's five forces, Strategy Canvas, JTBD map
M-customers	Customers & segments	who the client is, segmentation, target segment, decision maker
M-external-environment	External environment	market types, PESTEL, trend vs hype, potential estimate
M-landscapes	Adjacent landscapes	marketing, technology, business model, three business functions
M-lean-canvas	Lean Canvas	9 business-hypothesis cells on one page, each → C###
M-model-topdown-bottomup	Top-down & bottom-up	two approaches to modeling a business/market, TAM/SAM/SOM cross-check
M-model-validation	Model validation	backtest, benchmarks, sensitivity — stress-testing a model
M-crossing-chasm	Crossing the Chasm	early adopters → pragmatics, beachhead segment, whole product
M-lean-startup	Lean Startup	Build-Measure-Learn, validated learning, pivots
M-north-star-playbook	North Star Playbook	one value metric + an input-metric tree (Amplitude)
M-product-lifecycle-strategy	Strategy by lifecycle	introduction / growth / maturity / decline — focus and traps per stage
M-prioritization-ricews	Backlog prioritization	RICE, ICE, WSJF, Kano — formulas and when to use which
M-van-westendorp	Van Westendorp (PSM)	price perception: 4 questions, acceptable range, OPP/ICC
M-wardley-mapping	Wardley Mapping	component evolution map, build/buy/rent decisions
M-gtm-launch	Go-to-Market	launch tiers T1/T2/T3, launch audiences, channels, checklist
M-auctions-marketplaces	Auctions & marketplaces	GSP/VCG/GFP, marketplace health metrics, take rate
M-platforms-types-criteria	Platform types	platform typology, platformization criteria, network effects
M-platform-case-concept	Platform concept	justification, boundaries, platform MVP, patterns, defense
M-platform-economics	Platform economics	TCO, effects, financial model, DCF/IRR, platform metrics
M-platform-ecosystem-audit	Ecosystem audit	finding platform opportunities in an existing product
M-platform-risks-rollout	Platform risks	risk register, pilot, scaling, concept defense
M-six-pager	Six-pager	FAQ-1…6 report with Excel appendices for the committee
M-team	Team & people	staffing by stage 0→1→10→100, hiring, org structure, stakeholders

Product management (pm, 11)

ID	Card	What it is for
M-product-context	Product context	the PM role, product cycle, scope, strategic cut
M-problem-design	Problem design	problem vs symptom, "5 whys", choosing research, ICE scoring
M-solution-design	Solution design	solution hypotheses, RICE, risks (value/usability/feasibility), fake-door
M-mvp-pilots	MVP, MLP, pilots	choosing the validation format, success metrics and criteria
M-jtbd	JTBD & Advanced JTBD	job graph, expert interviews, superdiscovery, barriers, aha moment
M-product-metrics	Product metrics	metric types, funnels, retention and cohorts, NSM, counter-metrics
M-roadmap	Roadmap	structure, OKR, prioritization, dependencies, capacity, quality checks
M-delivery	Delivery	scope to release: MoSCoW, RICE, acceptance criteria, commitments
M-decision-daci	DACI & decision log	roles (driver/approver/contributors/informed), owners, review conditions
M-product-communication	Communication & defense	from roadmap to stakeholder decision: decision memo, one-pager, gates
M-pmf-scaling	Scaling & PMF	when to grow: the Superhuman mechanism, unit economics, retention, NPS

UX & research (ux, 19)

ID	Card	What it is for
M-brief-hypotheses	Brief & hypotheses	research vs business goals, hypothesis formulation and ICE scoring
M-research-types	Research types	qualitative / quantitative / desk — choosing a method per question
M-audience-research	Audience research	segmentation, personas, audience portrait, respondent recruiting
M-in-depth-interviews	In-depth interviews	preparation, guide, conducting, ethics
M-interview-analysis	Interview analysis	coding, categories, insights, evidence strength
M-quant-methods	Quantitative methods	surveys, questionnaires, sample size, representativeness
M-cjm	Customer Journey Map	as-is/to-be CJM, barriers and opportunities along the journey
M-dogfooding	Ethnography & dogfooding	observation, contextual interview, shadowing, diary studies
M-usability-testing	Usability testing	prototypes, moderated and unmoderated tests, metrics
M-ux-heuristics	Heuristic evaluation	10 heuristics, severity scale, conclusions only from what is visible
M-usp	USP	value proposition: Job Story + Value Proposition Canvas
M-loyalty-metrics	Loyalty metrics	NPS, CSAT, CES, SUS, UMUX, SUPR-Q — what each measures and when
M-marketing-research	Marketing research	brand tracking, Kano, MaxDiff, TURF
M-synthetic-respondents	Synthetic respondents	AI simulation: permitted use, persona spec, mandatory labeling
M-ux-backlog	UX backlog & knowledge base	atomic research, big picture, insight reuse and retraction
M-design-thinking	Design thinking	double diamond, empathy, point of view, HMW
M-ux-frameworks	UX research frameworks	brief, JTBD, job stories, choosing the artifact
M-workshops	Workshops & facilitation	a session that ends in a decision: HMW, divergence, convergence
M-ai-in-research	AI in research	what to delegate to AI, risks, verification, tool categories

Cross-cutting disciplines (skills, 11)

ID	Card	What it is for
M-unit-economics	Unit economics	UE = LTV − CAC, CM, payback, 5 levers, computed per cohort
M-traction-model	Traction model	baseline + hypothesis layers (market, drivers, monetization), validation
M-market-sizing	Market sizing	PAM/TAM/SAM/SOM: top-down, bottom-up, SOM via conversion rates
M-monetization	Monetization	monetization models, value metric, take rate, CPA, auctions
M-business-models	Business model	PLG/MLG/SLG, three lenses of innovation (desirability/feasibility/viability)
M-growth-frameworks	Growth frameworks	AARRR, HEART, Flywheel, Growth Loops, Growth Model Canvas
M-cannibalization	Cannibalization	flow between tiers/features/channels, increment calculation
M-benchmarking	Benchmarking	reference metric values and checking their comparability
M-source-criticism	Source criticism	A–D credibility scale, triangulation, red flags in reports
M-trends-scenarios	Trends & scenarios	trend watching, Delphi, backcasting, scenario planning
M-skills-map	Skills map	"requestor's question → which cards, in which order" for typical tasks

Data & experiments (data, 8)

ID	Card	What it is for
M-ab-testing	A/B testing	full cycle: hypothesis → MDE → sample → p-value → decision; alternatives
M-basic-statistics-pm	Basic statistics	means, spread, confidence intervals, type I/II errors, power
M-sql-for-pm	SQL for PM	typical queries: funnels, cohorts, ARPU, joins and window functions
M-retention-curves	Retention curves	smile curve, plateau, decline; reading curves, industry benchmarks
M-event-taxonomy	Event taxonomy	naming (object-action), tracking plan, properties, anti-patterns
M-dashboards-visualization	Dashboards	hero KPI, 4-level structure, chart rules, checklist
M-forecasting-product	Forecasting	baseline, seasonality, driver-based model, accuracy and limits
M-ml-for-product	ML for product	where ML is justified, model vs business metrics, ML in A/B, risks

Modern PM approaches (product, 4)

ID	Card	What it is for
M-continuous-discovery	Continuous Discovery	opportunity solution tree, weekly customer touchpoints, risks
M-dual-track-agile	Dual-Track Agile	discovery and delivery in parallel, sprint readiness
M-pmf-survey	PMF Survey (Sean Ellis)	"how would you feel if the product disappeared?", working with the 40%
M-positioning-dunford	Positioning (Dunford)	6 components of positioning, choosing a market category

GenAI (ai, 3 + gen-ai, 2)

ID	Card	What it is for
M-genai-product-development	GenAI product	feasibility, lifecycle, LLM basics, model choice
M-genai-assistant-architecture	GenAI assistant	components, limitation mitigations, orchestration, agent patterns
M-genai-prototyping	GenAI prototype	from scenario to launch decision: assembly, testing, golden set
M-genai-evals	LLM evals	golden set, LLM-as-judge, guardrails, degradation monitoring
M-genai-feature-patterns	AI feature patterns	taxonomy: autocorrect → generation → classification → chat → copilot → agent

Frameworks (synthesis, 2)

ID	Card	What it is for
M-double-diamond	Double Diamond	the "problem → solution" frame, phases mapped onto the agent's 12 steps
M-product-frameworks	Frameworks overview	RICE/ICE/WSJF, HADI, AARRR/HEART/Kano, "phase → tool"

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EN mirrors (16 cards, knowledge/methods_en/)

English summaries of the key PM approaches; the RU card remains the canon:

M-continuous-discovery-en · M-pmf-survey-en · M-lean-startup-en · M-north-star-playbook-en · M-crossing-chasm-en · M-dual-track-agile-en · M-wardley-mapping-en · M-product-lifecycle-strategy-en · M-van-westendorp-en · M-prioritization-ricews-en · M-event-taxonomy-en · M-retention-curves-en · M-gtm-launch-en · M-genai-evals-en · M-genai-feature-patterns-en · M-positioning-dunford-en

Using the catalog

pfs kb show M-market-sizing        # open the full card
pfs kb search "porter five forces" # search by meaning (BM25, RU and EN jointly)
pfs kb index                       # rebuild INDEX.md/INDEX_EN.md, verify related links

Cards do not need to be picked by hand: pfs route assembles the set for the scenario, pfs step prints the step's mandatory cards — see the step table in Knowledge-Base-EN and the scenarios in Recipes-EN.

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Scenario navigation: pfs route → cards

The deterministic classifier routes a request to one of 6 scenarios and prints cards in reading order plus decision-changing questions. The sets below come from tools/pfs/route.py:

Scenario	Title	Cards (reading order)	Decision-changing questions
retention	Retention drops / churn rises	M-product-metrics, M-success-metrics, M-problem-design, M-jtbd, M-cjm, M-in-depth-interviews, M-quant-methods, M-unit-economics, M-goals-drivers-bets	where in the journey value is lost; product, price, competitors or external factor; which segments leave
go_to_market	Who to sell the new service to	M-customers, M-audience-research, M-market-sizing, M-competitors, M-jtbd, M-business-models, M-mvp-pilots, M-monetization, M-growth-frameworks	the segment with the sharpest job that is reachable; a realistic SOM, not TAM; what replaces us today
messaging	What to tell the audience	M-usp, M-product-communication, M-jtbd, M-audience-research, M-marketing-research, M-competitors, M-cjm, M-loyalty-metrics	which barrier blocks understanding; which promise the product actually keeps; when and via which channel the decision happens
monetization	Price, tiers, monetization model	M-monetization, M-unit-economics, M-traction-model, M-benchmarking, M-competitors, M-quant-methods	which value metric ties to customer value; does LTV/CAC converge; what happens to cannibalization and churn
growth	No growth / growth strategy	M-strategy-growth, M-success-metrics, M-goals-drivers-bets, M-growth-frameworks, M-external-environment, M-competitors, M-outcome-roadmap, M-risks, M-pmf-scaling	which driver contributes most to the NSM; is there PMF in the key segment; which external factors move the ceiling
keep_or_kill	Grow, keep, or shut down	M-unit-economics, M-traction-model, M-pmf-scaling, M-risks, M-strategy-growth, M-decision-daci	the line's contribution to the core (incl. indirect); what we lose by closing; which conditions would justify continuing

pfs route "who to sell the new service to"          # → go_to_market + cards + model plan
pfs route "…" --override monetization               # fix the scenario manually (logged)
pfs route --economy                                 # lowered model plan (red team excepted)

Process-step coverage (stages)

Each card's stages field ties it to the 12 steps; how many cards are "active" per step (a card can cover several steps):

Step	Cards	Step	Cards
intake	16	choice	2
sources+research	42	strategy	56
discovery	4	validation	66
situation	3	review	3
options	63	after-decision / monitoring	33 + 1

The options and validation peaks are expected: these steps choose and test the decision, so most method cards are relevant there. The exact mandatory step sets — in Knowledge-Base-EN.

What is not in the base (Scope)

• Brands and company cases — methods and algorithms only; the material's origin is in each card's sources field.
• Homework and personal data — excluded by design.
• Project state — task materials live in projects/<slug>/; the knowledge base is permanent.

Quick start: 12 cards that cover most tasks

If you don't know where to begin, this set covers a typical "problem → solution → validation" cycle:

#	Card	Why it's in the set
1	M-skills-map	the navigator: requestor's question → cards in order
2	M-problem-design	from symptom to a testable problem
3	M-research-types	choosing a research method per question
4	M-source-criticism	the A–D scale: what you can rely on
5	M-jtbd	the customer's job, barriers, alternatives
6	M-competitors	five forces and the Strategy Canvas
7	M-market-sizing	PAM/TAM/SAM/SOM
8	M-unit-economics	does the economy converge (LTV/CAC)
9	M-monetization	value metric and the monetization model
10	M-risks	what can go wrong, plan B
11	M-success-metrics	NSM and the metric tree
12	M-ab-testing	how to test a change honestly

Thematic bundles

Bundle	Cards
Platforms (9)	M-platforms-types-criteria, M-platform-case-concept, M-platform-economics, M-platform-ecosystem-audit, M-platform-risks-rollout (+ M-model-topdown-bottomup, M-model-validation, M-business-models, M-landscapes)
GenAI (5)	M-genai-product-development, M-genai-assistant-architecture, M-genai-prototyping, M-genai-evals, M-genai-feature-patterns
Data & experiments (8)	see the data section above — the full measurement course
EN approaches (8+8)	8 product-course cards + 8 strategy cards with EN summaries (see "EN mirrors")

Reading a card

Every card follows the same structure: When to use (1–3 sentences — your question) → Essence (concepts) → Procedure (steps for the agent) → Template/checklist → Typical mistakes → Questions that could change the decision → Related cards. For a human, "When to use" and the "Questions" suffice; the agent executes the "Procedure".

See also: Knowledge-Base · Knowledge-Base-EN · Recipes-EN · Skills-EN · Architecture-EN.