Roadmapping
Roadmapping
The Roadmapping capability supports the translation of strategy into a timeline of business outcomes and deliverables. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.
Roadmapping Business Outcomes
We can translate strategic ideas into a tangible timeline of business outcomes and deliverables.
We can set direction for scheduling and define key milestones in order to meet expectations.
Roadmapping Processes
Roadmaps allows business leaders, product and program managers, and others to translate strategy into a timeline of business outcomes and deliverables. Roadmaps can be used to set direction and expectations, illustrate dependencies, track the status of deliverables, and maintain clear communication throughout delivery.
Roadmapping Process Steps
Roadmapping Process Flow
| Process Step | Description |
|---|---|
|
Create program |
The purpose of this step is to create new strategic programs. To add a new program at the lowest level of the strategy structure, click the +New option in the top right or click the +New Program option on the action menu from its parent level. See Creating a Strategic Entity for more information |
|
Create outcome/product |
Outcomes are the deliverables of your investments (such as, projects and programs). These deliverables are typically products, applications, and services. The purpose of this step is to create new a new outcome/product. See Creating an Outcome for more information |
|
Plan roadmap dates and milestones |
The purpose of this step is to define the target dates and milestones of the program. This allows the program manager to align the program schedule and the schedule of the associated entities that will deliver the program. |
|
Baseline roadmap |
Roadmap baselines are snapshots of the strategy or outcome roadmap, including target dates and actual/schedule dates of associated entities. The purpose of this step is to capture a baseline of the strategy or outcome which represents a record of the roadmap dates and associated entities as of this time. See Outcome Baselines and Strategy Baselines for more information on capturing baselines |
Roadmapping Process Steps
Clarizen Roadmaps exist on Project, Programs, and Portfolios, and provide managers and executives with an interactive visualization tool to review and assess their strategies. The Portfolio roadmap can group related projects by a selected criteria— such as product name—for the review and approval process.
Roadmapping Process Flow
| Process Step | Description |
|---|---|
| Create the project | |
| Create the program | Create the program(s). |
| Create the portfolio | |
| Create the Roadmap |
Create the roadmap from the Roadmap panel for projects, programs, or portfolios. Enter in the name and grouping, if desired.
Create the Roadmap
View Roadmaps For more information, see the following articles: |
| Add key milestones and key dates |
For projects and programs, interact with the roadmap to see project or program information by hovering over a project or clicking on a project bar, add key dates, and adjust settings as needed. The roadmap may be filtered to only show the level of information needed, manually scaled, and cross-project dependencies may also be displayed to help provide the full picture.
Example of Roadmap by Investment Type For portfolios, add key milestones, key dates, and adjust settings as needed. As projects are added or removed from the portfolio, the roadmap will be updated automatically. It can also be manually refreshed using the refresh action in the three-dot menu.
Add Milestones |
Related Capabilities
Project Portfolio Planning
This capability supports a clearly defined process for the initiation of business requests into a single repository and provides a consistent demand management process for all new projects. It ensures an appropriate governance structure is applied throughout the project lifecycle.
Read moreProgram Management
This capability supports the monitoring and management of program roadmap realization by tracking the status and health of programs. Data rolled up from dependent projects is used to update the roadmap, manage program delivery, and communicate with stakeholders.
Read moreProgram Portfolio Planning
This capability supports a clearly defined process for the initiation of business requests, and the tracking of programs and related projects through planning, categorization, and review. It ensures an appropriate governance structure is applied throughout the program lifecycle.
Read more
Supported Solutions
Enterprise Agile Planning
Planview’s Enterprise Agile Planning solution provides a scalable enterprise-level lean portfolio management, agile program management, and agile delivery platform that enables planning and value delivery from the strategic portfolio level to the agile team.
Read moreProject Portfolio Management
With a line of sight from strategy to delivery, Planview’s Project Portfolio Management solution enables leaders to optimize program and project portfolios, balance capacity against demand, prioritize work, focus resources, and empower teams to deliver.
Read more