Who Should Participate?

While this business planning exercise may feel like it is best created by product managers and financial leaders, this exercise should span multiple levels within the company. For example, technical and operations teams will have important insights that can guide how you look at tiering the offering for different customer segments. Operations will also need to play a key role in guiding your path to a model that aligns with SaaS best practices. Each key area of your company should be included in this business planning exercise. The vision and continuity of this shared experience will be essential as you move into subsequent stages of your journey.