MARKETINGMonths to result

Whole Product Planning Model

Close the gap between your shipping product and the complete solution customers need

Problem it solves

weak market positioning

Best for

Product managers and marketers responsible for driving mainstream adoption of a technology product that requires ecosystem support to deliver its full value

Not ideal for

Teams selling to technology enthusiasts or visionaries who are willing to assemble their own solutions from components

Overview

Why this framework exists

The Whole Product Planning Model addresses the single greatest obstacle to mainstream technology adoption: the gap between what ships in the box (the generic product) and what customers actually need to achieve their buying objective (the whole product). Theodore Levitt's original model identifies four concentric rings: generic product, expected product, augmented product, and potential product.

Moore's key insight is that mainstream pragmatist buyers evaluate and buy whole products, not generic products. A technically superior generic product will consistently lose to an inferior one that has a better whole product ecosystem. This explains why pragmatists prefer market leaders: the leader attracts the partners, accessories, training, support, and third-party validation that complete the whole product.

For chasm crossing specifically, the whole product must be reduced to its minimum viable form: the set of products, services, and partnerships that allow the target customer in your beachhead segment to fulfill their compelling reason to buy. Every element beyond the generic product that customers need must either be built, partnered for, or assembled through tactical alliances.

Core principles

5 total
  1. Pragmatists evaluate and buy whole products; the generic product is necessary but not sufficient
  2. Anything less than 100% of the whole product means customers either fill the gap themselves or feel cheated
  3. The minimum whole product for chasm crossing is whatever fulfills the target customer's compelling reason to buy
  4. Every additional target customer segment puts additional demands on the whole product; this is why focus matters
  5. While crossing the chasm, there is no hope of external whole product support that is not specifically recruited by you

Steps

4 steps
  1. Define the whole product using the simplified doughnut model
    Draw two concentric circles. The inner circle is what you ship (your generic product). The outer circle is everything else the customer needs to fulfill their compelling reason to buy. Shade in the areas where your company will take primary responsibility. The remaining areas must be filled by partners or allies.
    Pro tipWalk through a detailed day-in-the-life scenario for your target customer. Every assumption in that scenario (connectivity, integrations, training, consulting support) reveals a whole product requirement.
  2. Reduce to the minimum viable whole product
    Apply the KISS principle. Strip away everything that is not essential to fulfilling the target customer's specific compelling reason to buy. Every unnecessary element is a coordination burden that could derail the crossing. The minimum whole product for one niche is far more achievable than a partial whole product for many.
    WarningDo not burden the whole product with features for adjacent segments. Those will come later as you expand from your beachhead.
  3. Build tactical alliances for non-core elements
    Identify which whole product elements fall outside your core competence and recruit partners to provide them. These are tactical alliances focused on co-developing and jointly marketing the whole product, not grand strategic partnerships. Work from existing instances of cooperation toward formalized programs.
    Pro tipWith large partners, work from the bottom up at the district office level. With small partners, work from the top down. In either case, get as close as possible to where decisions affecting the customer actually get made.
    WarningPartnerships ultimately work only when specific individuals choose to trust each other. Do not count on formalized agreements to drive cooperation.
  4. Validate by reviewing from each participant's perspective
    Ensure every partner in the whole product wins and no vendor gets an unfair share of value. Review the arrangement from the customer's perspective to confirm it fully addresses their compelling reason to buy. Then review from each partner's perspective to confirm adequate incentive for sustained participation.
    WarningInequities that favor you will instantly defeat the whole product effort. Companies are naturally suspicious of each other and will interpret your scheme as a rip-off given any encouragement.

Checklist

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Examples

2 cases
Electronic book whole product analysis

Moore walks through a detailed scenario of a maintenance technician using an e-book to diagnose an aircraft problem. The seemingly simple scenario reveals extensive whole product requirements: industrial-strength chassis, document management system integration, nightly download infrastructure, hyperlinked knowledge bases, wireless connectivity, and interface software. Each additional target customer (doctors, lawyers, students) adds entirely new whole product demands.

OutcomeThe analysis demonstrates why focusing on one target customer is essential: the whole product for aerospace maintenance technicians is achievable, while trying to serve all potential e-book users simultaneously would be impossible.
Microsoft Office whole product dominance

Pragmatists prefer Microsoft Office not because it is technically superior to alternatives from Corel or Lotus, but because its whole product ecosystem is unmatched: books in every bookstore, training seminars, office hotline support, temporary workers already trained on the product. Even when offered a better deal on an alternative, pragmatists resist switching because the rest of the whole product cannot match up.

OutcomeMicrosoft's whole product leadership created such a strong barrier to entry that even technically superior alternatives could not displace it, proving that mainstream markets are won on whole product, not generic product merit.

Common mistakes

3 traps
Shipping 80% of the whole product to many segments instead of 100% to one
This is the classic high-tech failure pattern. Companies spread themselves thin across many potential customer segments, delivering a nearly-complete solution to each but a fully complete solution to none. Significantly less than 100% means the target market simply does not develop.
Confusing the generic product with the whole product
Having the best technology in the box does not guarantee market leadership. Pragmatists consistently choose technically inferior products that have superior whole product ecosystems. Oracle beat better databases, Intel beat better processors, and Microsoft beat better office suites through whole product superiority.
Attempting grand strategic alliances instead of tactical ones
Large strategic partnerships between companies of vastly different sizes and cultures are extremely difficult to maintain. Tactical alliances focused on a specific whole product need in a specific segment are far more achievable and effective at the product marketing manager level.

Origin story

How this framework came to be

The whole product concept originates from Theodore Levitt's The Marketing Imagination and was further developed in Bill Davidow's Marketing High Technology. Moore integrated it as the centerpiece of his chasm-crossing strategy after observing that companies consistently shipped 80-90% of the whole product to many possible customers but 100% to none. This chronic shortfall was the wellspring of disillusionment with high-tech's ability to deliver on promises.

Source

Traced to primary
Source · BOOK
Crossing the Chasm, 3rd Edition
Geoffrey A. Moore · 2014
Open source →

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