Suitably Detailed Roadmap Items

Suitably Detailed Roadmap Items

This post first appeared in my newsletter on Oct 6, 2021 . Subscribe to my newsletter for a new, weekly post.

I am a big believer in teams having a suitably detailed, one year rolling roadmap at the ready. The trick??Suitably detailed roadmap items.

Think of it as progressively disclosing options/solutions.

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For Far-Off Things…

A persona and high level focus will suffice.

Key Persona:?Accountants at Tier 3 accounts

High Level Focus:?Faster and less error-prone monthly reconciliation

For Near-Future Things…

We layer in some key measures.

Key Persona:?Accountants at Tier 3 accounts

High Level Focus:?Faster and less error-prone monthly reconciliation

Key Measure(s):

  • 90th percentile time to account reconciliation Current 5.3 days Goal, <4 days
  • Secondary: error rates (to be researched)

For Next-Up Things…

We add some potential options to try.

Key Persona:?Accountants at Tier 3 accounts

High Level Focus:?Faster and less error-prone monthly reconciliation

Key Measure(s):

  • 90th percentile time to account reconciliation Current 5.3 days Goal, <4 days
  • Secondary: error rates (to be researched)

Options to Try:

  • Improve model for automatic categorization
  • Improve UX to help accountants scan transactions
  • Improve UX around "request for clarification"
  • Improved Education! "the product kind of works already!"
  • Research collaboration models in the larger Tier 3 accounts that may be responsible for a lot of the longer process times

For Things Happening Now…

We add a prioritized option.

Key Persona:?Accountants at Tier 3 accounts

High Level Focus:?Faster and less error-prone monthly reconciliation

Key Measure(s):

  • 90th percentile time to account reconciliation Current 5.3 days Goal, <4 days
  • Secondary: error rates (to be researched)

Options to Try:

  • Improve model for automatic categorization
  • Improve UX to help accountants scan transactions
  • Improve UX around "request for clarification"
  • Improved Education! "the product kind of works already!"
  • Research collaboration models in the larger Tier 3 accounts that may be responsible for a lot of the longer process times

Prioritized Option

  • Improve model for automatic categorization

Hope you found this helpful! The nice thing here is that you can easily put together a 12 month roadmap, without prematurely converging.

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Kelly D.

Product at Push Security

7 个月

John Cutler, I'm really enjoying your newsletter! I have done a bit of spelunking around and haven't found any great wisdom on level of specificity for capturing Feature Requests and related feedback from customers -- do you have a perspective on this or a framework you recommend?

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??Craig A Riley

Agile Practice Lead ? Enterprise Agility Coach ? Product Innovator ? Work Culture Student ? Former Worlds Top 100 Pool Player ? Travel Centurian ? Future Space Tourist (Opinions expressed are my own)

1 年

Great explanation and examples of a lean-agile roadmap. Slightly unrelated but I think important, the use of the term ‘bet’ does come with some cultural issues due to its connection to gambling (I’ve had feedback on this from several sources when I’ve used it in the past). Maybe switching out ‘bet’ to something like ‘experiment’ might be more inclusive

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Rachelle Gatewood

Product Manager | 0-1 B2B SaaS | Helping early-stage startups create clarity in ambiguous environments through empathy-driven discovery and rapid experimentation

1 年

This is a fantastic layout! I've seen a few others that attempt to do something similar, but I always felt like they were still missing key elements. I love how this approach maps everything back to the goal, makes it clear that future items still need to be validated, and captures learnings as items move forward.

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Igor Rajnjak ??

Product Leader | AI Strategy & Innovation | Helping companies transform products through strategic AI integration ??

1 年

Makes sense - the further it is, more vague it gets ??

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Justin Tomlinson

Founder, CEO, CPTO, Director, Adviser and Product Engineering expert

1 年

Agree and have had this kind of "deal" in place where trust is high and even only accepting up to 6 months as having any kind of plan. Requires pretty rare environments and generally evidence of metronomic quality delivery. Like the format. ????

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