From a road mapping perspective, the PI roadmap, solution roadmap, and the portfolio roadmap are the most relevant. These are described in the following sections. The portfolio roadmap illustrates the plan of intent for achieving the portfolio vision, primarily in the form of epics, over an extended period of time.
Figure 4 provides an example of a portfolio roadmap. The portfolio roadmap integrates the aspects of solution and PI roadmaps and their milestones into a comprehensive view across all the value streams in the portfolio. It builds the larger picture for communicating to the enterprise and to portfolio stakeholders how the portfolio vision is planned to be achieved over time.
It shows a coarse-grained view of the Epics within each value stream. Market events are represented as fixed date milestones at the top of the roadmap, while solution releases are depicted with small boxes. As the time horizon extends, the level of granularity and certainty is reduced. The first year is planned in quarters e. The second-year is planned in 6-month increments e. Anything beyond that is scheduled in years e. The solution roadmap shown in Figure 5 provides a multi-year view similar to a portfolio roadmap.
The key difference is that it depicts the planned epics and capabilities to be delivered over time for a specific solution within the portfolio. Since the solution roadmap, as well as the portfolio roadmap, may span multiple years, both require estimating longer-term initiatives.
However, every enterprise must be very careful about such forecasts. While many see long-term predictability as the goal, Lean-Agile Leaders know that every long-term commitment decreases the agility of the enterprise. There can be no Business Agility if the future is already fixed.
Therefore these forecasts can and should be updated regularly to reflect new learning and changing market conditions. Each element on the roadmap is a feature, capability or even an epic that is planned to be completed in a particular PI. The PI roadmap may also reflect fixed-date and learning milestones that occur during that period. Figure 6 illustrates a roadmap that covers three PIs. That length is typically sufficient to communicate intent with stakeholders including business and partners.
It is also short enough time frame to keep long-term commitments from interfering with the ability to flex to changing business priorities. This example roadmap consists of a committed PI, and two forecasted PIs, as described in the following sections.
Since the business and technical context may change, planning subsequent PIs is less precise. These forecasts are, however, based on prior execution. Given knowledge of the ART velocities, the PI predictability measure, relative priorities, and the history of how much work is devoted to maintenance and other business-as-usual activities, ARTs can generally lay the future features into the roadmap with relative confidence.
Some organizations fill the forecasted PIs sparsely to show available capacity as shown in Figure 6 and create a more stable plan. Others choose to fill future increments closer to capacity to show a more complete, but likely less stable plan. Lean-Agile Leaders must understand the queuing theory discussed in SAFe Principle 6 , avoiding large batches of work, which create long queues wait times.
The math tells us that the longer the committed queue, the longer the wait for any new initiative. Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
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These cookies track visitors across websites and collect information to provide customized ads. Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. There's an Excel version and a PowerPoint one with the help of the Office Timeline Pro add-in so you can choose whichever suits you best. A visual representation of the key moments that mark your strategic business initiatives is extremely useful, especially if you need to include different themes and span across a longer time frame.
Communication with stakeholders becomes easier if you show them a strategy roadmap, a more general plan that explains the overall vision for growing your business.
The strategy roadmap or business roadmap, as it's sometimes called can present your initiatives or themes on different swimlanes and include current state, long-term goals, and future steps needed to implement the business strategy. These will help you create a simple but clear strategy roadmap for your next stakeholder meeting and show off your presentation skills.
If you need any help with choosing a roadmap software, check out our dedicated section on roadmap tools. Office Timeline helps you quickly turn complex project data into clear PowerPoint roadmaps that are easy to follow, but hard to forget. Login Products Office Timeline Add-in. Download Free Edition. Office Timeline Online. Make Timelines Online.
See premium version Free Online timeline maker See tutorials. Need Swimlanes for your project? Get Swimlanes. Free templates Build timelines in PowerPoint or online. Gantt Chart Templates. Timeline Templates. Finding that balance takes an honest and ongoing dialogue with the business stakeholders who will be using the document. Their stated needs can help guide a project manager in what metrics to show and what timeframe to track them across.
Executive vision roadmaps: This is as macro level as it gets. These roadmaps match product or revenue stream against company growth and market realities, helping senior decision-makers ensure their organization is staying current and competitive. These are usually built for clients or internal decision-makers that are far removed from the day-to-day.
Market strategy roadmaps: Another high-level roadmap variation, marketing strategy roadmaps map the objectives for selling a product to the consumer. These roadmaps can be visualized by industry, audience segment, product version, or even campaign.
Technology roadmaps: A more granular roadmap variation designed for internal audiences, technology roadmaps usually support product roadmaps by showing key milestones for engineering and development teams. In other words, product roadmaps anchor the features that a product will need, and technology roadmaps anchor the steps required to develop those features. Examples of such roadmaps include investment project pipeline or construction projects. The roadmap allows managers to plan and prioritize their resources accordingly.
Regardless of what roadmap variation is needed, each depends on the ability to be easily understood, updated, and distributed. Keeping roadmaps current and relevant is a key task for document owners, as siloed teams aligned on common objectives depend on it. Looking for a little help to get started on your next roadmap?
Here are a few tips and templates for building in a data processor, business presentation tool, and project management tool. By their very nature, however, data processors can work perfectly for data-driven roadmaps.
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