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Capture Input
Do any key stakeholders have discussion points, insights, ideas, or requests to contribute? Share this template before the product roadmap meeting to gather feedback.
The Big Picture
With stakeholder input, develop a clear product vision by identifying the strategic goals most important to your organization. Examples include customer acquisition, churn reduction, technical improvements, upselling new services, etc.
Identifying Themes
What themes can be formed by grouping together the listed initiatives, features, and epics?
Prioritization
Why is each theme being pursued? What value does each one provide to the customer? Make sure to account for market space, customer data, and potential return on investment for each new project.
Execution Strategy
Break each initiative down into specific tasks, requirements, and deadlines. Confirm that each one is viable by allocating resources accordingly. Assign ownership and designate release dates.
Measuring Success
What metrics will you use to measure progress for each initiative? Define what success looks like.
Key Risks & Concerns
What potential issues could arise? How can we solve them? Does the scope of work allot enough time for unexpected issues?
Main Takeaways
What were the main insights from this product roadmap meeting? Include key decisions made, opportunities, and potential issues that should be shared with key stakeholders.
Visualization
Put together a visual aid for your roadmap. Ensure it communicates product direction and value to key stakeholders. Also, make sure that your engineering team can use it to see details and logistics clearly. Your roadmap should be dynamic so that it can easily evolve and adapt to changes over time.
Take Action
What can be done now? Who is responsible? Clarify next steps, who's completing them, and when they should be done by. Note this information here to share.
Share
List all key stakeholders not present and other departments that this information should be shared with.
Follow-Up
Now that plans have been set in motion, it's time to schedule meetings with other stakeholder parties to align them on what's coming next. Ensure that everyone is on the same page and plan roadmap check-ins for the future.
If you don't know where you're going, how will you know when you get there? Product roadmaps are essential for translating business goals into a product strategy. Keep your stakeholders on the same page and your product team on the right path with our product roadmap template.
Without a roadmap, it's hard to keep your eyes on the prize. It becomes easy for your product team to get pulled in multiple directions and lose focus on the priorities that matter most. Our meeting note template helps you plan your route more efficiently and ensures your team gets there together through adaptability, alignment, and accountability.
One of the most difficult aspects of product planning is striking the right balance between big-picture thinking and detailed strategy. This product roadmap template is an adaptable tool that can be used for all types of product development. Customize it to capture your high-level, long-term vision and the steps needed to make it a reality.
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