Strategy

Product Roadmap Planning Workshop

This workshop uses design thinking, rapid prototyping, and user feedback in a short timeframe. Teams create, test, and improve ideas using methods that maximize learning and reduce risk.

Facilitation Script
Duration
4 days
Group Size
6-12
Category
Strategy
Format
In-person

  • Use rapid design for complex problems.

  • Create and test solutions quickly.

  • Learn user-centered design.

  • Develop rapid prototyping skills.

  • Create roadmaps for implementation.


  • Shared strategic vision.

  • Prioritized roadmap.

  • Defined success metrics.

9:00am-9:15am
BREAK 15 min
Introductions
9:15am-9:30am
BREAK 15 min
Icebreaker
9:30am-10:00am
Strategy 30 min
Product Vision Statement

Align team on product direction through concise vision creation. Each participant writes one-sentence vision, team synth...

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10:00am-10:30am
Atlassian 30 min
Atlassian - Goals, Signals, and Measures

Define success metrics by identifying goals, signals that indicate progress, and specific measures to track. This framew...

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10:30am-11:00am
Strategy 30 min
RICE

A comprehensive scoring model that evaluates initiatives based on Reach, Impact, Confidence, and Effort, providing a cal...

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11:00am-11:15am
BREAK 15 min
Morning Coffee Break
11:15am-11:45am
Strategy 30 min
Open Roadmap

Create a transparent project roadmap that shows planned work, priorities, and decision-making. Share openly with communi...

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11:45am-12:15pm
Strategy 30 min
Assumption Mapping

Find your biggest assumptions and decide which ones to test first.

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12:15pm-12:45pm
IBM Design 30 min
Playback

A Playback is a session where participants present their work, key insights, and takeaways from an activity or the entir...

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12:45pm-1:00pm
BREAK 15 min
Next Steps/Daily Checkout

Unlock Full Agenda & Timing

Create a free account to access step-by-step instructions, agendas, and resources for all activities.

For Facilitators

  • Review participant profiles and expectations
  • Prepare all materials and supplies
  • Test technology and room setup

For Participants

  • Complete pre-session survey
  • Review background materials
  • Prepare examples or case studies

Unlock Pre-Work Requirements

Create a free account to access step-by-step instructions, agendas, and resources for all activities.

These exercises can enhance the workshop or be used as alternatives depending on your team's needs and available time.

Product Roadmap Planning
180 min
Service Roadmap
120 min
Atlassian - OKRs & Key Results
120 min
Prune the Future
90 min

  • Large paper (A1 or flip chart).

  • Sticky notes (multiple colors).

  • Sharpie markers (black, blue, red).

  • Fine-tip markers.

  • Pens and pencils.

  • Dot stickers.

  • Masking tape.

  • Timer or stopwatch.

  • Strategy canvas templates.

  • Stakeholder mapping worksheets.

  • Roadmap planning templates.

  • Vision statement worksheets.

  • Success metrics templates.

  • Alignment framework templates.

  • Laptops/tablets.

  • WiFi.

  • Digital camera.

  • Projector/screen.

  • Power strips.

  • Printed materials (backup).

  • Large wall space.

  • Moveable tables.

  • Comfortable seating.

  • Natural or artificial lighting.

  • Quiet environment.

  • Temperature control.

Unlock Materials Required

Create a free account to access step-by-step instructions, agendas, and resources for all activities.

  • Facilitator Guide (PDF)
  • Participant Workbook Template
  • Presentation Slides
  • Printable Materials

Unlock Resources & Templates

Create a free account to access step-by-step instructions, agendas, and resources for all activities.

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