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Workflow

Roadmap Creation & Refresh

Placing prioritized work on horizons that honest capacity can carry

About this workflow

Building the roadmap and re-planning it as reality changes — prioritized work placed on Now, Next and Later, or outcome, horizons in line with strategy and the capacity actually available. The work runs from choosing the form for the roadmap’s main reader, through filling Now to the capacity given and framing each item as the problem it solves, until every placement, move, re-scope and removal carries its reason.

Its purpose is to show what is planned and why, rather than a wish list in the shape of a plan. A roadmap whose Now quietly holds more than the team can deliver reads as committed until the first item slips, and after that nothing on it is believed.

The recognizable task

Typical trigger
  • A planning cycle needs a roadmap built or rebuilt
  • New information has invalidated part of the current plan
  • The roadmap no longer reflects what teams are actually doing
What good looks like
  • Now fits the capacity stated, and anything that did not fit is named below the line
  • Every item links to a bet or goal, and every out-of-order placement carries a reason
  • On a refresh, every move, re-scope and removal is listed with why it happened