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HomeProduct ManagementStrategic Roadmap Template. You’re completed with planning and need to… | by...

Strategic Roadmap Template. You’re completed with planning and need to… | by Noa Ganot


So you’ve completed your planning and now need to talk your roadmap to administration or to the workforce. You already know that you just want somewhat greater than a timeline with options on it, however what is that this extra precisely? Here’s a template that can enable you to not solely talk your roadmap higher but additionally construct it the suitable method from the get-go.

Photograph by Tamil Vanan on Pexels

You might need heard that I’m writing a ebook on product management. It’s an extended journey, particularly for somebody like me who takes their phrases very significantly. This yr, I realized that November was Nationwide Novel Writing Month within the US, and determined to take part in a workshop that might assist me pace issues up.

As you possibly can perceive from the identify, most workshops are about novels and deal with easy methods to construct the plot and the characters that drive it. Even supposing my ebook is non-fiction, I discovered these classes fascinating and really related. My ebook, too, wants to inform a narrative and must have a coherent plot the place one factor results in one other. Usually talking, even if you attempt to clarify one thing to individuals or persuade them of one thing, it’s greatest to inform a narrative. It doesn’t have to be a fiction story, however individuals perceive by tales a lot better than by info or recommendation alone, and that’s true for any sort of communication you’ve at work.

Once I left eBay my workforce ready a farewell presentation titled “what’s your story?”. They named it after the suggestions I continually gave them on their displays. One of many extra senior PMs stated that he remembers the primary time he confirmed me his roadmap deck. He thought it was excellent and included every thing there may be to incorporate in such a deck. However I checked out it and stated “OK, so?”. He checked out me puzzled, and I defined that I don’t perceive what’s the message that he desires individuals to get out of it. What would you like me to recollect or perceive by this presentation? It took a number of extra iterations, however finally, he created a roadmap deck that advised the story of the roadmap in a method that folks might perceive the primary takeaways.

Today you all must current your roadmap to administration, and many individuals are asking for a deck template. Right here is the construction that I created that might assist you to inform the story of the roadmap in a method that folks can perceive.

Earlier than we begin, I need to spotlight that the roadmap isn’t a piece plan. You continue to want each, however separating them from one another provides you freedom. The roadmap brings the technique to life, and subsequently the roadmap story ought to begin by clarifying the technique. That’s what the primary two components are all about.

Each technique begins with a purpose. You want to ensure that your purpose is well-defined, and at a degree that is sensible. For instance, when you’ve got an ARR purpose that’s often not sufficient. This ARR purpose sometimes has many extra assumptions behind it relating to the supply of this ARR. Do we wish many small offers or a smaller variety of very massive offers? Do we wish it to come back from a particular product or market phase?

Firm-level objectives are sometimes set by administration, and as a product chief, it’s your job to assist administration make clear these objectives additional. Be sure you can paint a transparent and detailed image of what success seems like.

If you wish to construct a lego airplane, it is advisable to have a very good picture of what this airplane would appear like ultimately. Notice that this can be a metaphor on your technique, not your UX.

This high-level plan is your technique. You want to clarify the steps or phases that you’ll undergo to attain the purpose you are attempting to attain. They should make sense and your viewers wants to grasp precisely why that is the suitable path to decide on, and the way all of them add as much as your purpose.

That’s one of many hardest issues to create in your technique as a result of sometimes there are numerous doable paths you possibly can take, and it is advisable to (a) create a path that is sensible and (b) clarify why it’s higher than some other path.

If we proceed with the lego airplane metaphor, this half is the directions that include the equipment. Suppose how straightforward your job is as soon as somebody created the directions for you. That’s what you need to do on your firm.

Your technique shouldn’t change that ceaselessly. In case you have completed an important job in components one and two, the following time round you possibly can present progress alongside the identical strategic journey. Even in case you are solely doing it for the primary time now, most definitely you aren’t on the primary day of the journey. Planning occurs when it occurs, and often alongside the strains of a journey that had already began.

To have the ability to determine the place to go from right here (half 4), it is advisable to first determine and calibrate everybody on the place you might be proper now. This can be a good place to say previous achievements that can clarify why you’re feeling comfy transferring on to the following a part of your journey.

For instance, in case your journey is alongside the strains of the final journey towards product-market match, you would possibly clarify that you’ve recognized your Ideally suited Buyer Profile (ICP) and now are within the strategy of succeeding with a number of of them. There are extra particulars to it. You might be most definitely within the center between phases within the journey (as a result of planning occurs when it occurs) — possibly you’ve one or two clients that you just really feel you’ve already succeeded with however with the intention to really really feel that you’ve accomplished this part you want about ten such clients. You would possibly really feel that you’re doing nicely in getting individuals’s consideration and attempting out the product however not so nicely in changing them to ongoing retained clients. Take the time to elucidate your actual present standing.

In our lego metaphor, that is the place you take a look at what you already constructed and perceive which steps within the directions you had already accomplished.

If you happen to described your journey nicely partly 2, the following step must be comparatively straightforward. Give it some thought: you outlined the journey and located the place you might be at, so now it is advisable to maintain strolling alongside the strains of what you had already outlined. The broader perspective you’ve on the journey, the simpler it’s to decide on and deal with the following steps that make sense.

If you happen to observe the product-market match instance from above, it’s clear that it is advisable to deal with retention.

In our lego metaphor, this half is the place you circle the steps within the directions that you just need to full throughout the timeframe of the roadmap. Use it to set expectations appropriately, it is going to serve you later.

So our focus for this roadmap is retention, however what undermines your retention right now? Which gaps do you see that have to be closed? To reply these questions you in all probability must conduct some analysis. Don’t attempt to slot in the options already in your backlog earlier than you perceive why they’re the suitable ones to incorporate and the way they serve the technique and purpose.

In our lego metaphor, these are the particular blocks you want with the intention to full the chosen steps within the directions. Not like lego although, you don’t want to incorporate right here any line of code that’s about to be written subsequent yr, not even every thing you’ll do to deal with the particular concern at hand (say retention). Do not forget that this stuff are right here to assist the viewers get it, so embrace the key issues that assist them perceive.

This half is once more a matter of setting expectations. I’m a giant believer in stating unhealthy information as clearly and as early as doable so that everybody can debate and alter to them early on. The larger the anticipated battle is, the extra essential it’s to say upfront that you’re not going to incorporate a sure space in your roadmap.

Use this as a possibility to debate and align, not as one-way communication.

Again to our lego metaphor, circle on the directions the steps that aren’t going to be tackled inside this roadmap. In case you have particular options (lego blocks) that individuals are anticipating and don’t match into your focus, spotlight them as nicely.

Finally we have to know what to anticipate, so this half ought to give a ballpark estimate of when issues will probably be prepared. Ideally, it’s best to deal with outcomes and never options. That’s, once we can count on to have nice retention charges relatively than once we can count on to have the consumer administration characteristic prepared.

Making a roadmap is not only about planning, it’s additionally concerning the capability to ship. If you wish to really navigate your ship to success, you should perceive easy methods to deal with obstacles alongside the best way, and one of the simplest ways to take action is to consider main ones upfront.

That is a simple half so as to add to your roadmap, however together with it might enable you to place your self because the chief who takes full accountability for delivering success, and never simply options.

Do not forget that a very powerful good thing about your roadmap is the discussions that occurred if you constructed it and the selections you made alongside the best way. All the pieces else — the plan itself — will most definitely change quite a few instances, however that’s the way it’s purported to work.

Completely satisfied roadmapping!

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