In this guide we’re going to cover how to create your backlog, prioritise objectives for the upcoming quarter and beyond, and track progress on your visual roadmap.
What is the Roadmap
The Roadmap is a single master plan for the entire business. It displays all goals organised by status and you can filter by role, team, user, function or status. There is also a visual roadmap that provides a picture of what needs to be done in the short and long term, and when it needs to be done to achieve your objectives.
Building a backlog
When you create a goal in the diagnostic module, the goal is added to your backlog. Once you have worked through your diagnostic results and created goals to address the opportunities for improvement, you’ll probably have about 20 goals in your backlog. Now it's time to prioritise…
On the Prioritise page, you’ll see a list of all goals that have a status of backlog and you can add more by clicking the + icon. The team can prioritise which goals should become the core business goals (Milestone Goasl) for the next quarter by voting on them.
To navigate to the Prioritise page, from the navigation menu, select the Roadmap module. The Roadmap module opens to the Plan page, click the Prioritise page icon "thumbs up".
Each member of the team has 3 votes after a diagnostic has been completed. To vote for a goal to become a milestone goal, hit the thumbs up button. The chart at the top of the page shows the number of votes each goal has received and you can filter the list of goals by role, team, user and function.
We’re not saying you should always prioritise the 1, 2, or 3 goals with the most votes. Once everyone has voted, you should complete a group discussion to understand why each person voted the way they did. This can surface information that has not been considered previously or was unknown to others in the group. More importantly though, the discussion creates alignment within the team on what matters most, and alignment within an organisation must not be underestimated. An aligned team, working with the same purpose is a powerful and valuable thing.
Once the team has aligned on the needle shifters for the upcoming quarter those goals need to be updated to a milestone. They also need to move from backlog to committed on the roadmap. To do this you need to edit the goal and make the relevant updates. You can complete this on either the Prioritise or Plan page. If you are working in Prioritise, once you update the status of the goal and save the update the goal will no longer be visible on the page.
Click edit objective button in line with the goal you want to update.
Check the Milestone Goal checkbox (only account administrators can view the Milestone checkbox), update status to committed or in progress, select the relevant quarter, hit save.
When planning we recommend using Committed rather than in progress. A goal with status committed will be updated to in progress on the selected quarter's start date.
Once a goal’s status has been updated from backlog to committed or in progress, the goal will appear on the visual roadmap which can be viewed by clicking the chart icon on the Plan page.