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Workflow

Roadmap Communication & Alignment

Telling one roadmap story each audience hears the same way

About this workflow

Presenting the roadmap to the people who act on it — one core story with honest confidence language, told in a version for each audience. The work runs from labeling every item committed, planned or exploring from the roadmap’s own horizons, through a version for leadership, delivery teams, sales and customers with the challenges each will raise, until a change note is ready for when the plan moves.

Its purpose is to stop the plan being heard as several different plans. A sales version that turns planned into promised, or a board version that supplies a date the roadmap never had, creates commitments the team learns about only when they are missed.

The recognizable task

Typical trigger
  • A roadmap review, executive briefing or customer conversation is coming up
  • Stakeholders are working from different versions of the plan
  • The plan has changed and expectations have not
What good looks like
  • Every audience version tells the same story and keeps the same confidence label on each item
  • The challenges each audience will raise are answered from the roadmap’s own placement reasons
  • When the plan moves, each audience gets a change note that says what moved and why