10 Common Roadmap Templates to create in Dragonboat with real time data

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:

  1. Lean Roadmap
  2. Strategy Roadmap
  3. Outcome-Based Roadmap
  4. Release Roadmap
  5. Quarterly Roadmap
  6. Theme-Based Roadmap
  7. Team Roadmap
  8. Technology Roadmap
  9. Transformation Roadmap
  10. Milestone Roadmap

1 - Lean roadmap

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

2 - Strategy Roadmap

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

3 - Outcome Based Roadmap

  1. Select List View from the Portfolio Module 
  2. On the filter, select search Initiatives and check Display all sub-items to see your portfolio hierarchy
  3. Group by OKR (you can also add a secondary grouping by various portfolio dimensions)
  4. 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

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

5 - Quarterly Roadmap

  1. From the Portfolio Module, select the 3D Dynamic from the Portfolio Module
  2. 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).
  3. Use the display drop-down to view different hierarchy levels 
  4. 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

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

7 - Team Roadmap

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

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

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

8 - Technology Roadmap

  1. Select 3D Dynamic from the Portfolio Page
  2. Filter display by epic or initiative depending on your audience or level of detail you need to view
  3. Group by “Planning Stage” and then by “Team” 
  4. 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:

  1. Align transformation OKRs
    • Track OKR and Roadmap progress on the Outcome Snapshot page
  1. Align initiatives with strategic factors and align features within those themes or initiatives
  2. Align teams with your vision plan
  3. 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. 
  4. 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:

  1. Click the "+" sign.
  2. Click any level Portfolio Item. 
  3. Select "Milestone" as the Type in the lightbox.
  4. Enter Target Timeline.
  5. 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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