Agile Transformation Roadmap Template

Help your team embrace Agile methodology.

About the Agile Transformation Roadmap Template

For an Agile transformation plan to be successful, a roadmap can work across three different contexts:

  • Agile values or processes have to be quickly implemented in a business 

  • Agile must be introduced as a transformation from traditional project management and business-as-usual culture 

  • Agile can be introduced by an external partner, such as an agency or consultant, to help an organization or team adopt new methodologies over time

Agile roadmaps are not fixed artifacts, but can change over time as teams grow and businesses mature. By staying high-level and strategic, these roadmaps are flexible enough to evolve as you discover new customer pain points.

Agile coaches can use this roadmap to help corporate offices and teams of all sizes gain the right knowledge, tools, and training to make sure Agile habits stick for long-term success. 

Keep reading to learn more about Agile transformation roadmaps.

What is an Agile transformation roadmap

An Agile transformation roadmap can help teams and organizations transition from rigid compliance-heavy methods to the more flexible Agile way of doing things incrementally. 

From requirements to integrations to security, each business will have several moving parts that should be mapped out as “swim lanes” and updated regularly. 

Similar to a 

, a roadmap to get buy-in for Agile transformation is an evolving one. The Agile process encourages teams to get out of detail-oriented modes (such as how many features need shipping per quarter – that belongs in your product backlog!). Instead, teams can return to big-picture strategic thinking (outcomes, themes, and epics). 

A thoughtfully-made Agile transformation roadmap can communicate high-level strategy and different certainty levels to each component. These roadmaps are normally more detailed and specific the closer they are to the current period. They’re less complicated or more in flux the further away they are. 

When to use an Agile transformation roadmap

The contradiction of relying on road mapping to visualize an Agile transformation is that digital product development is iterative, not linear (as visual templates usually look). 

To make the most of your Agile transformation roadmap, think of it as a communication tool that encourages transparency on your team – and across the entire organization. 

You can also use Agile transformation roadmaps when you need to:

  • Transition your team or organization from Waterfall methodology to Agile

  • Have leadership change the culture from static, siloed systems to flexibility and transparency 

  • Replace inconsistent team processes with goal-oriented, decentralized teams 

  • Empower self-governing individual team members to drive a culture of equal rights and shared workload

  • Focus on the delivery of high-quality end products that meet end user needs

  • Improve company-wide communication so that an ongoing exchange of ideas and learning happens even outside scheduled meeting slots

Those who try to adopt Agile workflows tend to see positive results as soon as the habits stick. Better team efficiency, transparent workflows, clear communication, healthier team culture, and shorter time to market become the norm over time. 

Create your own Agile transformation roadmap

Making your own Agile transformation roadmap is easy. Miro’s whiteboard tool is the perfect canvas to create and share it. Get started by selecting the Agile Transformation Roadmap Template, then take the following steps to make one of your own.

  1. Understand your business objectives and key performance indicators

  2. Before you dive into your Agile transformation plan, understand the context of why you need to get there in the first place. Revisit your roadmap as a team to make sure everyone has clear objectives and measurable KPIs to connect with.

  3. Have another look at the product vision Long-term objectives still matter in Agile planning, especially when timelines are part of the plan (from quarterly to fiscal year view). Keep your product vision statement in mind while planning for a transformation. The vision has to align with your transformation plan.

  4. Talk to your customers

  5. Catch up on customer calls before and during the road mapping process to ensure the goals you’ve set align with real problems that need to be solved. Customers aren’t just end users: they’re internal, and cross-functional as well. Invite internal customers to offer feedback with comments or sticky notes on the roadmap as needed.

  6. Start thinking in themes. Every roadmap needs themes – the highest-level objectives on the roadmap. These are problems worth solving that can be represented across different functions, replacing endless lists of feature requests. Connect these themes back to the long-term and short-term business objectives that you identified earlier.

  7. Prioritize your roadmap as needed.

  8. Once you’ve identified all your themes, start figuring out which ones are most important. With limited resources, your best bet is tackling the most urgent themes rather than everything at once.

  9. Present to get buy-in, then build, and iterate.

  10. You may need different versions of your roadmap for different audiences – such as one for your engineering team and another for a leadership buy-in presentation. Remember, this is a living, iterative document: as plans change and priorities shift, work with your team to keep your themes, functions, and priorities reflective of your progress and vision.

Agile Transformation Roadmap Template

Get started with this template right now. It’s free

Related Templates
UML Diagram ThumbnailUML Diagram Thumbnail

UML Diagram

Originally used as a modeling language in software engineering, UML has become a popular approach to application structures and documenting software. UML stands for Unified Modeling Language, and you can use it to model business processes and workflows. Like flowcharts, UML diagrams can provide your organization with a standardized method of mapping out step-by-step processes. They allow your team to easily view the relationships between systems and tasks. UML diagrams are an effective tool that can help you bring new employees up to speed, create documentation, organize your workplace and team, and streamline your projects.

UML Diagram
Empathy Map ThumbnailEmpathy Map Thumbnail

Empathy Map

Attracting new users, compelling them to try your product, and turning them into loyal customers—it all starts with understanding them. An empathy map is a tool that leads to that understanding, by giving you space to articulate everything you know about your customers, including their needs, expectations, and decision-making drivers. That way you’ll be able to challenge your assumptions and identify the gaps in your knowledge. Our template lets you easily create an empathy map divided into four key squares—what your customers Say, Think, Do, and Feel.

Empathy Map
Burndown Chart ThumbnailBurndown Chart Thumbnail

Burndown Chart

Whoa whoa whoa, pace yourself! That means knowing how much work is left—and, based on the delivery date, how much time you’ll have for each task. Perfect for project managers, Burndown Charts create a clear visualization of a team’s remaining work to help get it done on time and on budget. These charts have other big benefits, too. They encourage transparency and help individual team members be aware of their work pace so they can adjust or maintain it.

Burndown Chart

FMEA Analysis

When you’re building a business or running a team, risk comes with the territory. You can’t eliminate it. But you CAN identify it and mitigate it, to up your odds of success. Failure Modes and Effects Analysis (FMEA) is a powerful tool designed to help you manage risk and potential problems by spotting them within a process, product, or system. And you’ll spot them earlier in your process—to let you sidestep costly changes that arise late in the game or, worse, after they’ve impacted your customers and their experience.

FMEA Analysis
Quick Retrospective ThumbnailQuick Retrospective Thumbnail

Quick Retrospective

A retrospective template empowers you to run insightful meetings, take stock of your work, and iterate effectively. The term “retrospective” has gained popularity over the more common “debriefing” and “post-mortem,” since it’s more value-neutral than the other terms. Some teams refer to these meetings as “sprint retrospectives” or “iteration retrospectives,” “agile retrospectives” or “iteration retrospectives.” Whether you are a scrum team, using the agile methodology, or doing a specific type of retrospective (e.g. a mad, sad, glad retrospective), the goals are generally the same: discovering what went well, identifying the root cause of problems you had, and finding ways to do better in the next iteration.

Quick Retrospective
Start Stop Continue Retrospective ThumbnailStart Stop Continue Retrospective Thumbnail

Start / Stop / Continue Retrospective

Giving and receiving feedback can be challenging and intimidating. It’s hard to look back over a quarter or even a week and parse a set of decisions into “positive” and “negative.” The Start Stop Continue framework was created to make it easier to reflect on your team’s recent experiences. The Start Stop Continue template encourages teams to look at specific actions they should start doing, stop doing, and continue doing. Together, collaborators agree on the most important steps to be more productive and successful.

Start / Stop / Continue Retrospective