Now / Next / Later Roadmapping & OKRs Playbook


A template to do multi-year strategic planning, roadmapping, and OKRs development. The playbook includes activities, prompts, and a guide to defining CX Pillars to group the work. It also utilizes the now / next / later framework to organize the roadmap into near, medium and long term opportunities.

Note from the author: it's important when doing this that you have participants do pre-work, including customer research, market trends, and business strategy (SWOT or Four Truths).

I suggest that the person running this pre-fill the boards for each exercise with examples from pre-work so that participants can understand better what they are being asked to do.

I also suggest you do each exercise in multiple rounds and use the questions throughout to prompt discussion around each area.

Questions or if you want to hire me to run workshops:


Chaz Mee image
Chaz Mee
Product Innovation Strategist@Personify
I have made a career of leading and inspiring multi-disciplinary teams in doing transformative work for some of the biggest brands by imagining and building new digital products, experiences & services that delivers value to their customers, impact to the business and equity for the brand.
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