Simple Quarterly Product Roadmap
A simple roadmap for you to fill out and share with your team.
📖 Intro:
Quarterly OKR planning takes time; we fill out Jira epics, Notion pages, Google spreadsheets, etc.—and it can be overwhelming to pinpoint the highlights.Use this simple roadmap template to simply fill out your plans every quarter to share to stakeholders: whether it’s your team, other teams, management, or clients.
🗺️ Instructions:
Fill out different types of labels aka different types of epics you’ll work on, e.g., blue for acquisition projects, red for conversion topics.
List out all the epics you’ll work on over the quarter.
Link each item to documentation where you list more information about each project, e.g., Jira epics or Notion pages.
Have fun going through the plan with your team!
This template was created by Hungino.
Get started with this template right now.
666 Roadmap Template
Works best for:
Strategic Planning, Product Management
For most companies, especially startups, it’s important to keep two perspectives in mind when planning for the future: your plan and your vision. Your plan is a close-up view of what you want to accomplish in the near future, while your vision provides a zoomed-out view of what you hope to accomplish in the long term. The 666 Roadmap encourages you to plan for the future by thinking about the next 6 years, 6 months, and 6 weeks. Use this roadmap to strategize, think about what you want to build, and focus on a concrete plan for the upcoming quarter.
Social Media Calendar Template
Works best for:
Project Planning, Marketing
Most businesses have a social media presence, but many of them aren’t using social media as a competitive differentiator. The Social Media Calendar template allows you to plan, schedule, and craft posts for LinkedIn, Twitter, Facebook, Instagram, and Pinterest, so you can leverage social media as a strategic tool to promote your brand. Use the Social Media Calendar template to plan out your social content a week, month, or quarter in advance. Collaborate with the marketing team, prepare for product launches and major initiatives, and share draft social posts.
PI Planning Template
Works best for:
Agile Methodology, Strategic Planning, Software Development
PI planning stands for “program increment planning.” Part of a Scaled Agile Framework (SAFe), PI Planning helps teams strategize toward a shared vision. In a typical PI planning session, teams get together to review a program backlog, align cross-functionally, and decide on the next steps. Many teams carry out a PI planning event every 8 to 12 weeks, but you can customize your planning schedule to fit your needs. Use PI planning to break down features, identify risks, find dependencies, and decide which stories you’re going to develop.
Resource Management Gantt Chart
Works best for:
Strategy, Planning
Efficient resource allocation is crucial for project success. The Resource Management Gantt Chart template helps you plan and manage your resources effectively. Use it to track the availability and allocation of personnel, equipment, and materials throughout your project. This template ensures resources are optimally utilized, reducing waste and avoiding delays, providing a clear overview of assignments and workload balance.
Sales Strategy Gantt Chart
Works best for:
Strategy, Planning
Creating and executing a sales strategy requires meticulous planning. The Sales Strategy Gantt Chart template helps you map out every step of your strategy, from goal setting to implementation and review. Visualize key activities, set timelines, and assign tasks to ensure your sales team stays focused and aligned. This template enables you to track progress, measure performance, and make data-driven adjustments for better sales outcomes.
Flowchart Template
Works best for:
Flowcharts, Mapping, Diagrams
Trying to explain a process or workflow to your team — or just wrap your head around it yourself? Sometimes the best way is to see it, and that’s when you create a flowchart. Using common shapes (generally just ovals, rectangles, diamonds, and arrows), a flowchart shows you the direction a process or workflow goes and the order of steps. Beyond giving you a clear understanding, you’ll also be able to see potential flaws and bottlenecks, which helps you refine and improve your process and create a better product more efficiently.