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.
Definition and Business Outcomes
Roadmaps allows business leaders, product and program managers, and others to translate strategy into a timeline of business outcomes and deliverables. These roadmaps can be used to set direction and expectations, as well as maintain clear communication throughout delivery.
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.
Ensure the right people have access
Ensure that all stakeholders involved in the roadmap deliverables/outcomes have access to your roadmap so they can view up-to-date changes and align across all levels of the organization. This will help you break down silos during the planning process and bring together the right expertise across business units, teams, and geographies.
Review your roadmap regularly
Review your roadmap on an ongoing basis, such as quarterly, and maintain an adaptive and responsive mindset as you learn new information about the product/market or receive customer feedback. Reassess, adapt, and communicate changes to stakeholders as your roadmap evolves—but to maintain stakeholder confidence in your strategic decision-making process, avoid continuously updating or never updating your roadmap.
Tailor the level of detail
Tailor the level of detail on your roadmap to your audience. For example, a portfolio roadmap for executives may have a monthly or quarterly planning horizon that covers multiple products with very few detailed activities, whereas a development roadmap may include just one product over a shorter, two-week planning sprint, broken down into detailed development stories and tasks. To gain stakeholder buy-in, your roadmap should have just enough detail to communicate the strategic vision, but not so much that it overwhelms viewers.
Use your roadmap as a collaboration tool
Collaboration is at the heart of every successful roadmap. Engage with stakeholders throughout the entire process. Not only does this keep them in the loop so they have a better idea of needs and expectations, it ensures that everyone’s priorities are aligned and that all executives and department heads are working together to achieve the same strategic business goals.
Evolve your IT roadmap
Develop a flexible and up-to-date IT roadmap that doesn’t just focus on tech outcomes—this ensures that technology is factored into the decision-making process when executives are implementing or updating their business strategy. Increased collaboration between IT leaders and executives breaks down silos that cause work-related problems—such as new software projects failing or lack of stakeholder involvement in tech-related projects— and ensures both departments are working together to achieve the same outcomes.
Baseline your roadmap
Once you’ve finalized your plan, baseline your roadmap for future reference and tracking. As you execute the plan and your roadmap evolves based on changes in the competitive landscape or customer feedback, compare your actual plan to the baseline to measure progress against/adherence to the baseline and identify variances.
Processes and Reports
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
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
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.
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.
Roadmapping Process Steps
AdaptiveWork 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.
|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.
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.
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.
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 more
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 more
Program 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
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 more
Project 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
Product Portfolio Management
Planview’s Product Development solution provides scalable enterprise-level software that enables the management, prioritization, and continuous innovation of products in development.Read more
Strategic Portfolio Management
Planview’s Strategic Portfolio Management solution enables dynamic planning and execution, allowing leaders to invest incrementally, quickly shift resources and priorities, and use cross-functional teams to align organizational goals to hybrid work delivery.Read more