One year roadmap template

The one year roadmap template is a strategic planning tool designed to visualize and track the progress of initiatives over time. It helps teams organize their work and ensure alignment towards shared goals and milestones.

A one year roadmaps enable you to scope your work across one calendar year.

The one year roadmap template helps you:

• Clearly visualize future work for a team

• Map team goals to a calendar

• Assign tasks and milestones

• Track progress over time

How to use the one year roadmap template

Step 1: Warm up the team

Kick off the activity with an icebreaker or warmup to engage team members and set a collaborative tone.

Step 2: Introduce the roadmap framework

Introduce each section of the template and its purpose. The core components of the one year roadmap template are:

• The months of the year

• A row for each project, goal, or team

• Corresponding initiatives and tasks

Step 3: Adjust the timeline

You may need to adjust the timeline, depending on what time of year you are performing this activity.

Step 4: Add projects, goals, or teams

Add a heading to each row to represent a specific project, goal, or team.

Step 5: Identify initiatives and tasks

Draw from existing data or brainstorm tasks related to each project, goal, or team.

Step 6: Define next steps

After you complete the roadmap, review it for accuracy and feasibility, then align on next steps.

Tips for using the one year roadmap template

• Be consistent: Decide if each row will represent projects, goals, or teams. Pick one and stick with it throughout the activity.

• Align tasks to the timeline: Some tasks may span many months, others will be more discrete. Be sure that the tasks line up with the correct months on the timeline.

• Think about dependencies: Consider which projects and tasks depend on each other and assign them to the timeline accordingly.