A product roadmap is a critical piece in driving outcomes in a product-led organization. Not only do roadmaps communicate your product vision but they unite teams around the key challenges and problems that need to be solved to achieve your product vision and to reach key business outcomes.

A good product roadmap both communicates your product vision and strategy to internal and external stakeholders and serves as a guide for execution.

With varying stakeholders every product team needs several roadmap formats to create the right story for the right audience. With Dragonboat you can slice and dice, evaluate, and create multiple roadmap formats with real-time data.

Check out 10 Common Roadmap Templates For Your Unique Communication Needs to learn more about these roadmap formats and when to use them

Here's how to create 10 common roadmap templates in Dragonboat:

Lean Roadmap
Strategy Roadmap
Outcome-Based Roadmap
Release Roadmap
Quarterly Roadmap
Theme-Based Roadmap
Team Roadmap
Technology Roadmap
Transformation Roadmap
Milestone Roadmap

1 - Lean roadmap

From the Portfolio Module, select the Board view from Portfolio Module
Select Group By “Timeframe”
Add Timeframes - Now, Next, Later or lean quarterly roadmap (Q1, Q2, Q3, Q4)
Drag and drop epics to easily prioritize planning

2 - Strategy Roadmap

Select Board View from the Portfolio Module
Set Display to "Initiative"
Group by “Theme”
Add additional display items using the three drop menu including product team, OKR, and timeframe

3 - Outcome Based Roadmap

Select List View from the Portfolio Module
On the filter, select search Initiatives and check Display all sub-items to see your portfolio hierarchy
Group by OKR (you can also add a secondary grouping by various portfolio dimensions)
Use the three-dot menu to customize which information to display in the roadmap columns such as health, planning stage, and owner

Learn more: Step-by-Step guide: How To Do Outcome-Focused Roadmapping

4 - Release Roadmap

Select Gantt View from the Portfolio Module
Group by “Timeframe” and then by “Product Team” or “Roadmap”
Toggle on the Jira/ADO Integration button to see progress roll up from engineering tools you’re integrated with
Manage cross-team dependencies that may impact your release plans by choosing to view dependency lines
Choose what details to display (health, progress, and more) from the three-dot menu

5 - Quarterly Roadmap

From the Portfolio Module, select the 3D Dynamic from the Portfolio Module
Select Group By “timeframe” and then by “Product Team” or “Roadmap” (Dragonboat is completely customizable so your admin or owner may have updated terms to match your company's internal terminology).
Use the display drop-down to view different hierarchy levels
Drag and drop epics to easily plan for current and upcoming quarters

For more information, check out our step-by-step guide for performing quarterly planning with Dragonboat

6 - Theme Based Roadmap

Go to Portfolio> 3D Dynamic View
Add New themes (i.e grow core business, innovate for future, expand to new market)
Group by "Theme" and then add additional groupings such as product or timeframe
Choose additional details to display on your roadmap
View at different hierarchy levels: feature or initiative

7 - Team Roadmap

There are many ways to create and view your team roadmap in Dragonboat.

From the portfolio page select from any of the five roadmapping views
Group your roadmap data by various portfolio dimensions i.e by timeframe or by goal
Use our filter to display only your team’s roadmap items

Here are some additional details for using filters and display options to visualize your team roadmap

8 - Technology Roadmap

Select 3D Dynamic from the Portfolio Page
Filter display by epic or initiative depending on your audience or level of detail you need to view
Group by “Planning Stage” and then by “Team”
Use the filter to see roadmap items linked to key teams involved with the technology change such as risk, security, or compliance.

9 - Transformation Roadmap

Below are some key steps to follow to ensure a successful transformation roadmap:

Align transformation OKRs
- Select List view from the Outcome Module - Goal Mode to:
  - Define transformation OKRs
  - Set target allocations towards these goals
  - Set metrics to measure success

- Track OKR and Roadmap progress on the Outcome Snapshot page
Align initiatives with strategic factors and align features within those themes or initiatives
- Refer to 2 - Strategy Roadmap and 3 - Outcome Based Roadmap
Align teams with your vision plan
- Refer to 7 - Team Roadmap
Assign resources and create an achievable plan in the Forecast Module that accounts for resources and dependencies to ensure viability and success. If there are resource gaps, consider making some of the items below the line to make the plan more feasible.
As transformations often have longer time horizons, setting quarterly milestones can help ensure effective delivery.

10 - Milestone Roadmap

You can create a Milestone by doing the following:

Click the "+" sign.
Click any level Portfolio Item.
Select "Milestone" as the Type in the lightbox.
Enter Target Timeline.
To tie a Milestone to an Initiative or a Bet, select it in the Parent Field.

Screen_Shot_2022-08-22_at_5.17.46_PM.png

In Portfolio Swimlane, you can choose to display milestones on the top lane or in own lane by clicking the three-dot menu and selecting display milestone and choosing to display on either top lane or in own lane.

Screen_Shot_2022-08-25_at_4.44.47_PM.png

Screen_Shot_2022-08-25_at_4.50.26_PM.png

*the above image shows milestones displayed in own lane in Dragonboat's Swimlane View

Share Your Roadmaps

With all of these roadmap formats you can easily share them directly from Dragonboat to keep teams aligned and stakeholders informed. After you’ve created your roadmap, follow or detailed guide to save and share with specific team members and stakeholders.

Shared reports/views for read-only users are visible from the Dashboard home page. Read-only users will be able to access the dashboard home page and all views shared with them when they log into Dragonboat

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Need help? Contact help@dragonboat.io or use the widget on the bottom right of your screen to search for help topics/ reach our product consultants.

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