TEMPLATES

Quarterly Planning

Quarterly planning involves breaking down your annual plan into smaller goals, initiatives and tasks that your teams will perform over a quarter to move towards the objectives for the year. It is a regular cadence for your teams to come together and ensure they are aligned and focused on the most important things in the short term, within the context of the longer term picture.

Quarterly Planning Templates

Now-Next-Later Roadmap

Now-Next-Later Roadmap

From
  • This type of roadmap allows you to share a longer term view of potential future initiatives without committing to specific timelines.
  • It’s a great framework for agile teams to communicate with stakeholders so they can quickly get across what’s happening now and the general direction you’re heading.
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Strategic Initiatives Roadmap

Strategic Initiatives Roadmap

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  • This roadmap helps to bridge the gap between strategy and execution.
  • Turn your vision into action and break down the key activities that need to happen, across multiple teams, over a period of time to deliver your strategy.
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Initiative Prioritization Template

Initiative Prioritization Template

From
  • Generate a list of initiatives that need to be done to achieve your goals and strategy. Then decide what to work on first, with the resources available during a specific time period.
  • Understanding what the priorities are is one of the most important aspects of strategic planning.
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Cycle Planning Template

Cycle Planning Template

From
  • Cycle planning helps you to breakdown your prioritized work into smaller tasks and manage how it will be delivered, by assigning tasks to different members in the team to work through during the cycle.
  • This gives you a quick visual on how much work is in progress across the team, and across all priorities for the cycle.
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Product Pitch Template

Product Pitch Template

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  • The purpose of the pitch is to present all the relevant information needed to decide whether or not to prioritize the work.
  • This includes the problem you’re trying to solve, how much time you want to spend on solving it, the core elements of the solution, any rabbit holes and anything not in scope.
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Frequently Asked Questions

What is a roadmap used for?

A roadmap is used to provide stakeholders with a clear visual representation of a product's strategy, timeline, and objectives. It helps to align team members, track progress, and provide a clear picture of where the product is headed. It can also be used to communicate product strategy to internal and external stakeholders and to identify areas of focus over different time horizons.

What is an initiative?

An initiative is a plan of action to develop or improve an existing product or process for your company. It typically involves a goal or set of goals, a timeline, and a budget. It may include research, design, development, product testing, marketing, and launch activities. Initiatives can range from small improvements to the introduction of an entirely new product.

How do you prioritize initiatives in your roadmap?

When prioritizing initiatives for a roadmap, it’s important to consider the overall goals of the product, the target audience, and the resources available. Once these factors have been taken into account, initiatives should be prioritized based on the value they provide to the product, the timeline for completion, and the estimated cost. It’s also important to consider any dependencies between initiatives, and how they interact with each other.