--- name: "prioritizing-roadmap" description: "Prioritize product roadmap: scoring model, ranked opportunities, decision narrative. See also: technical-roadmaps (engineering roadmap)." --- # Prioritizing Roadmap ## Scope **Covers** - Turning messy roadmap inputs into a ranked opportunity list + coherent roadmap - Defining a planning “season” (macro context) and success criteria - Using a common-currency scoring model (ICE + assumptions) to compare across teams - Producing an alignment-ready Roadmap Prioritization Pack **When to use** - “What should we build next?” - “We need a Q2/Q3 roadmap.” - “We have too many requests and no way to compare them.” - “We need to prioritize across multiple teams/pods.” **When NOT to use** - You don’t have any agreed goal / North Star / strategic intent (do product vision / goals first; use `setting-okrs-goals`). - You need sprint planning or story-level estimation (use your agile/scrum process). - You’re only choosing a single experiment within an already-fixed roadmap. - You need a full customer discovery plan from scratch (use `problem-definition`). - You need to cut scope within an already-committed project (use `scoping-cutting`). - You need an engineering/technical roadmap for infrastructure or platform work (use `technical-roadmaps`). - You need to track milestones, deadlines, and delivery status on an existing plan (use `managing-timelines`). ## Inputs **Minimum required** - Product + primary customer segment - Planning horizon + cadence (e.g., next 6 weeks, next quarter, rolling 12–24 months) - Success criteria (North Star / business goal) + 2–5 guardrails - Candidate opportunities (or current roadmap/backlog) with rough size/effort - Constraints: capacity, commitments, dependencies, deadlines, risk tolerance **Missing-info strategy** - Ask up to 5 questions from [references/INTAKE.md](references/INTAKE.md). - If still missing, proceed with clearly labeled assumptions and provide 2–3 roadmap options. ## Outputs (deliverables) Produce a **Roadmap Prioritization Pack** in Markdown (in-chat; or as files if requested): 1) **Context snapshot** (goal, horizon, constraints, stakeholders) 2) **Season framing** (what changed, key bets, explicit non-goals) 3) **Opportunity inventory** with conviction level (known vs hypothesis) and evidence 4) **Prioritization model** (common currency + ICE scoring + assumptions) 5) **Ranked opportunity list** (top 10–20) + “parking lot” 6) **Roadmap draft** (Now/Next/Later or quarterly themes) + update cadence (rolling plan) 7) **Decision narrative** (why these, why now) + “Think Bigger” ideas 8) **Risks / Open questions / Next steps** (always included) Templates: [references/TEMPLATES.md](references/TEMPLATES.md) ## Workflow (8 steps) ### 1) Intake + decision framing - **Inputs:** User context; [references/INTAKE.md](references/INTAKE.md). - **Actions:** Confirm the decision (backlog vs quarterly roadmap vs annual planning), horizon, stakeholders, constraints, and “must-do” commitments. - **Outputs:** Context snapshot. - **Checks:** Everyone agrees what decision will be made and by when. ### 2) Define the “season” + success criteria - **Inputs:** Context snapshot. - **Actions:** Name the current season (macro context), define 3–5 season bets, and set success criteria (North Star + guardrails). - **Outputs:** Season framing section. - **Checks:** A stakeholder can restate “why now” and “what we’re optimizing for”. ### 3) Build the opportunity inventory (separate truth vs hypotheses) - **Inputs:** Candidate inputs (requests, ideas, problems). - **Actions:** Normalize each item into a problem/outcome statement; tag conviction level (Known / Belief / Hypothesis) and evidence; split discovery vs delivery. - **Outputs:** Opportunity inventory table. - **Checks:** Every item has an intended outcome metric and a confidence/evidence note. ### 4) Define the common-currency scoring model (ICE + assumptions) - **Inputs:** Inventory + success criteria. - **Actions:** Choose a primary “common currency” (e.g., North Star units, revenue, cost, risk reduction) and define ICE scales; estimate impact ranges and confidence based on evidence. - **Outputs:** Scoring model + filled scoring table. - **Checks:** Two people using the same scales would produce similar relative rankings. ### 5) Stress-test the ranking (scenarios + constraints) - **Inputs:** Scored list + constraints. - **Actions:** Apply constraints (capacity, dependencies, deadlines); run 2–3 scenarios (base / aggressive / conservative); ensure a balanced portfolio (core, growth, quality, big bets). - **Outputs:** Shortlist (top set) + parking lot + key tradeoffs. - **Checks:** Tradeoffs and “no’s” are explicit; nothing critical is missing. ### 6) Draft the roadmap (sequencing + cadence) - **Inputs:** Shortlist + scenario choice. - **Actions:** Convert priorities into a roadmap (Now/Next/Later or quarterly themes), sequencing by dependencies and learning; define a rolling plan cadence (e.g., rolling 12–24 months, refreshed every 6 months). - **Outputs:** Roadmap draft + update cadence. - **Checks:** The roadmap is coherent, feasible, and resilient to new inputs. ### 7) Write the decision narrative + alignment plan - **Inputs:** Roadmap draft + rationale. - **Actions:** Write “why these, why now”; include a “Think Bigger” section; define how the roadmap will be communicated and updated. - **Outputs:** Decision narrative + comms/rollout plan. - **Checks:** A cross-functional partner can explain the roadmap without you in the room. ### 8) Quality gate + finalize the pack - **Inputs:** Full draft pack. - **Actions:** Run [references/CHECKLISTS.md](references/CHECKLISTS.md) and score with [references/RUBRIC.md](references/RUBRIC.md). Add Risks/Open questions/Next steps. - **Outputs:** Final Roadmap Prioritization Pack. - **Checks:** Pack is shareable as-is; assumptions, owners, and cadence are explicit. ## Quality gate (required) - Use [references/CHECKLISTS.md](references/CHECKLISTS.md) and [references/RUBRIC.md](references/RUBRIC.md). - Always include: **Risks**, **Open questions**, **Next steps**. ## Examples **Example 1 (B2B SaaS):** “Prioritize our next-quarter roadmap for a collaboration product across Growth + Core.” Expected: season framing, scored opportunity inventory, a Now/Next/Later roadmap, and a clear decision narrative with explicit non-goals. **Example 2 (Marketplace):** “Prioritize 6 months of roadmap across supply, demand, and trust & safety.” Expected: a common-currency model that makes cross-team tradeoffs comparable and a rolling plan refreshed on a fixed cadence. **Boundary example 1:** “Give me a 2-year roadmap, we don’t have goals or constraints.” Response: ask for goals/constraints; if unavailable, produce options + assumptions and recommend doing product vision + North Star first. **Boundary example 2:** “We already have the roadmap locked -- help me cut scope on the authentication project to hit the deadline.” Response: redirect to `scoping-cutting`. This skill is for deciding what goes on the roadmap, not for trimming scope within a committed project. ## Anti-patterns (common failure modes) 1. **HiPPO-driven ranking** -- Using a scoring model but overriding it with the highest-paid person’s opinion without documenting the override rationale. If a score is overridden, the decision narrative must state why and what assumption changed. 2. **Score-as-truth** -- Treating ICE scores as precise measurements instead of rough relative signals. Two items scored 7.2 vs 7.0 are not meaningfully different. The model produces tiers, not a total order. 3. **Missing the status quo option** -- Ranking only new features without including “do nothing / invest in quality / pay down debt” as a scored alternative. The opportunity cost of not improving the existing product must be visible. 4. **Roadmap-as-promise** -- Presenting a prioritized roadmap as a commitment with dates rather than a rolling plan with update cadence. A good roadmap is a living document with explicit refresh triggers. 5. **Invisible non-goals** -- Producing a “yes” list without a corresponding “parking lot” and explicit “we chose not to do X because Y.” Stakeholders whose items were deprioritized need to see the rationale, not just the absence of their request.