Goal: Custom tailor the roadmap plan to your organization.


DescriptionEvery organization is unique, and with this uniqueness it is essential that we custom-tailor the process of the roadmapping to you. There are seven key considerations in this customization: stakeholder participation, organizational maturity and growth targets, resource constraints, critical inputs, roadmap design, buy-in and dissemination, and monitoring and tracking. Properly considering these areas provides parameters to how a roadmap will be made specifically for your company. We assist in reviewing each of these areas with you with exploratory questions and ideas to help answer these questions and custom-tailor our process for you.


Stakeholder Participation

  1. Who will set roadmap goals and milestones? 

  2. Who will be responsible for ensuring goals are accomplished?

  3. What resources will be available to complete activities and priorities in the roadmapping process?

  4. Who is responsible for carrying out roadmapping activities?

  5. Who is critical for ensuring roadmap success in the organization?


Organizational Maturity, Growth, and Regulation:

  1. What is your organizational disposition to change?

  2. Do you have your business processes mapped?

  3. Do you have a defined change management process for your business processes? If so, how agile is it?

  4. Do you have rapid growth planned with a timeline and/or a resource constraint that requires building intermediary systems before your final goal?

  5. Are certain business or technology processes subject to regulation? (e.g. FINRA, Sarbanes-Oxleyetc.)


Resource Constraints:

  1. What skills and tools do we need to prepare the roadmap?

  2. What funds are available to develop the roadmap?

  3. How much time is available for broad stakeholder engagement? 

  4. Are there sufficient team members (internal and/or external) to manage and implement the roadmap?

  5. Are appropriate tools in place to manage the data analysis?


Critical Inputs:

  1. What information is needed to set baselines, goals, target, and forecasts?

  2. Do you have essential analytic capabilities and tools to perform this evaluation?

  3. What expertise is needed to evaluate technology performance and limitations?

  4. Can industry leaders provide insight on factors regarding technology adoption? If so, who?

  5. What external entities are critical to your technology success?


Roadmap Design:

  1. Will goals and milestones be SMART (Specific, Measurable, Attainable, Realistic, and Time-constrained)?

  2. What is essential information to include on your roadmap?

  3. What level of detail do you need to include to create an actionable and effective implementation plan?

  4. What information and data are needed?

  5. Will implementation activities be assigned to organizations or individuals? Will you use a blend of internal and external teams?


Buy-in and Dissemination:

  1. How will the roadmap be shared to convey key messages and engage key partners?

  2. What communication methods and media will be used to share the roadmap and build support for its goals?

  3. What key groups need to be reached and how are they best reached?

  4. What techniques will be used to reinforce roadmap value and create buy-in?

  5. What is needed to communicate effectively (e.g. resources, skills, or tools)?


    1.e. Tailor the Roadmap Process to Your Organization
    1.e. Tailor the Roadmap Process to Your Organization