At Herdr, we leverage GenAI and automation, delivered through cutting-edge customer experiences, to bring big-company planning capabilities to individuals and small teams. Our mission is to help them accelerate their goals—whether it’s a vision, product, feature set, or project.
For example, here are seven frameworks you can use to build roadmaps, tailored for different contexts like departments, products, or projects:
Purpose: Focuses on achieving specific business objectives.
- Best for: Strategic planning for departments or products.
- Structure:
- Goals: Define measurable outcomes (e.g., increase customer retention by 20%).
- Initiatives: List high-level efforts to achieve goals.
- Timeline: Assign timeframes to each initiative.
- Metrics: Track progress against key performance indicators (KPIs).
- Example:
- Goal: Improve onboarding experience.
- Initiative: Redesign onboarding flow by Q2.
- Metrics: Reduce time-to-value by 30%.
Purpose: Groups efforts under strategic themes.
- Best for: Product roadmaps with a broad focus.
- Structure:
- Themes: Organize work into overarching categories (e.g., “User Growth,” “Core Features”).
- Subtasks: Break themes into actionable items.
- Timeframes: Plan by quarter or milestone, but focus less on specific dates.
- Example:
- Theme: User Growth
- Subtask: Launch referral program.
- Timeline: Q1 2025.
Purpose: Uses a strict chronological order for deliverables.
- Best for: Projects with fixed deadlines or dependencies.
- Structure:
- Phases: Organize work into project phases (e.g., Discovery, Development, Launch).
- Milestones: Key dates or achievements.
- Dependencies: Show relationships between tasks.
- Example:
- Phase 1: Prototype by Feb 2025.
- Milestone: Usability testing complete by March 2025.
Purpose: Links roadmap items directly to Objectives and Key Results (OKRs).
- Best for: Departments focused on measurable outcomes.
- Structure:
- Objective: Broad goal (e.g., “Enhance customer satisfaction”).
- Key Results: Quantifiable targets (e.g., “Achieve NPS of 40+ by Q2”).
- Initiatives: List actionable steps to meet the OKR.
- Example:
- Objective: Improve operational efficiency.
- KR: Reduce onboarding time from 10 days to 5.
- Initiative: Automate training workflows.
Purpose: Uses sprints or iterative cycles to prioritize work dynamically.
- Best for: Agile teams managing product or project roadmaps.
- Structure:
- Backlog: Prioritize items based on business value.
- Sprints: Assign deliverables to time-boxed cycles.
- Releases: Combine multiple sprints into launch plans.
- Example:
- Sprint 1: Implement login feature.
- Sprint 2: Add two-factor authentication.
- Release: Full login system by May 2025.
Purpose: Focuses on building specific competencies or resources over time.
- Best for: Departments aiming to improve internal processes or tools.
- Structure:
- Capabilities: Identify areas to enhance (e.g., “Data Analytics”).
- Steps: Break down what’s needed to achieve each capability.
- Phases: Progress through “Baseline,” “Advanced,” and “Optimized.”
- Example:
- Capability: Data Analytics
- Step: Hire a data scientist (Q1 2025).
- Phase: Advanced by Q4 2025.
Purpose: Centers around achieving a long-term vision.
- Best for: Products or departments with ambitious, transformative goals.
- Structure:
- Vision: Define a clear end-state (e.g., “Leader in sustainable tech by 2030”).
- Milestones: Break down the vision into achievable steps.
- Workstreams: Focused efforts to move toward the vision.
- Example:
- Vision: Fully automated project reporting.
- Milestone 1: MVP of reporting tool by Q2 2025.
- Milestone 2: Integrate AI for insights by Q4 2026.