Goals-based Roadmap

With feature-based roadmap templates, no matter how religiously you follow your strategy, it is only a matter of time before you succumb to the myriad feature requests that will be thrown at you from all directions; whether it be from a sales person coming from a client demo where the client was not willing to buy our product unless it supported an Active Directory integration, or directly from the C-level executive who spent the weekend trying out competitor products and came across a list of feature ideas to copy. Having lost sight of the bigger picture in order to appease the executives, your roadmap would soon turn into an incoherent feature factory, with very little alignment with the strategy.With feature-based roadmaps, roadmaps can also often become contractual obligations with the stakeholders, rather than a view of progress your product is expected to make towards achieving its strategic goals.

Goals-based Roadmaps

Goals-based roadmaps shift the focus of the team from shipping features to delivering value and achieving product goals. While the features are still part of the roadmap template, the focus is always on meeting Goals set for each release.

How to use Goals-based Roadmap board?

Before you start building your roadmap, it is imperative that you and your team fully understand and are aligned on the Product's Vision and Strategy. By having both the Product Vision and the Strategy as part of the Roadmap template can serve two purposes:

1. The teams understand that they can't miss this step before they start creating a roadmap.

2. During the monthly/quarterly roadmap review sessions, the Vision and Strategy sections can also serve as a referesher for the team.

Step 1: Fill in your product vision

In the first section, add your product's vision here, which is the change you want to bring into the world through your product. We have used the Vision format from the Product Strategy Canvas by Melissa Perry. Feel free to plug in anyother format you prefer.

Step 2: Fill in your product strategy

In the second section, add your product's strategy here, which is what you need to do to accomplish your vision. Here, we have adapted Melissa Perry's Product Strategy Canvas format.

Step 3: Set the Goals

When you get into the roadmap section, the first step is to set the goals you want to achieve as part of your Product Strategy. Breakdown the goals into a prioritized set of releases over a period of time. You can use this board to create a roadmap from 3 months to 3 years.Each release can have one or more goals. As a general rule, we don't recommend having more than 3 goals per release as that can end up diverting the team's focus.

Step 4: Identify the Themes

Once you have defined your goals, you need to identify the themes for your roadmap features that will allow you to achieve your goals. These themes will often come from your customer research exercises and will be directly linked with your goals.

Step 5: List down the metrics of success

For each release, you should identify the metrics that will determine whether your release was successful in meeting its goal or not. These metrics need to be high-level and should be independent of any features that will be shipped as part of each release.

Step 6: Review your Goals, Themes & Metrics

Before you move ahead, it is important to review your Goals & Themes with other stakeholders and get their buy-in.

Step 7: Add features (Not to be shared outside the product and development team)

With everything else jotted down, now is the time to think about the low-level details pertaining to identifying features that will help you in achieving your release goals.We have kept this item towards the end (and even after the stakeholders review) because in today’s day and age, premature convergence on a solution (in the form of features), way before time, is very risky. Including such low-level details into your roadmap leaves very little room for your team to innovate and improvise. In most cases, they feel less valued because they are being spoon-fed and are bound to lose motivation over time.

Final Step: Adapt

You can continue to adapt your roadmap on a regular basis based on new information received from your customers. In most cases, you would only need to change the list of features you put in as part of each release, with the Goals and themes requiring very minor updates.

Credits

1. Product Strategy Canvyas by Melissa Perry

2. The Go Roadmap template by Roman Pichler

This template was created by Sami Rehman.