Mastering Quarter-to-Quarter: A Guide to Quarterly Roadmap Template

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In the fast-paced world of business, a well-crafted quarterly roadmap template is an invaluable tool. This article delves into the comprehensive guide of these templates, providing insights into how they help businesses across diverse sectors synchronize their actions with their strategic objectives. Whether you’re a project manager, entrepreneur, or strategist, these templates provide a structured approach to achieving quarterly milestones. Join us as we explore how these templates empower businesses to adapt, execute, and progress in a constantly evolving landscape.

A Quarterly Roadmap: What is it?

Large roadmaps with a three-month time horizon are called quarterly roadmaps. You should be conscious that, at least for now-next-later roadmaps, the more forward-looking you are, the less certain or certain you are about what and how you will construct.

The transition from the early planning stage, when the product vision is misty and complex, to the specific planning phase, when all the specifics are clear, is facilitated by quarterly product planning. They may assist you in outlining the direction of the product, the steps you’ll take to accomplish your objectives, and what stakeholders can expect. 

Quarterly roadmaps give teams the ability to concentrate on the unique needs of the business at a given moment. Every firm has goals, but retention, market expansion, and conversion are constants that change based on the season, quarterly targets, and many other factors. Hence, quarterly planning might assist businesses in better coordinating their product planning with the fluctuations in their customer base. 

Quarterly Roadmaps and OKRs: the Ideal Combination

A fantastic strategy to get rid of old timeline roadmaps is to combine OKRs (Objectives and Key Results) with quarterly roadmaps. Using the framework that OKRs provide for monitoring and setting goals, you can use them to give your ideal quarterly roadmap direction and structure. 

While goals and outcomes are the primary elements that will direct your roadmap, it is equally important to take into account the driving force behind everything: initiatives. Initiatives are crucial to include in your roadmaps since they specify the precise task that your team is working on to ensure the achievement of an OKR.

You can better align what needs to be accomplished based on business strategy (goal) and what constitutes a positive outcome (important results) by clearly communicating your planned actions (initiatives). Outlining the projects on a quarterly roadmap can help you convey to others how your team will address challenges and accomplish goals.

A Comprehensive How-to for Utilizing Quarterly Roadmaps

Establish the OKRs for the Upcoming Quarter

Each quarter brings with it new company and team goals, so make sure your OKRs for the following quarter align with what your organization needs right now. 

Set Priorities, Generate Ideas, and Match Projects to Objectives

This is the time to start making plans. Prioritize and arrange projects in accordance with the objectives your team has set for itself this quarter. Essentially, you want to fulfill your quarterly and longer-term targets to solve client problems by prioritizing and continuously discussing the activities that should be added to each quarter. Using well-known frameworks for product prioritization, such RICE or Story Mapping, is a smart idea here.

Gather a high-level Estimate in order to Identify Bottlenecks or Resource Requirements

There are typically two types of estimating sets: top-down and bottom-up. In order to avoid miscommunications or misalignments between the engineering and product teams, top-down high-level estimating is crucial at this stage and bottom-up estimation is not particularly helpful. 

Draft a High-level plan and Consult with Relevant Parties

Making multiple roadmap scenarios to compare and present to stakeholders is a smart idea once the estimates and priorities are established. They can then set reasonable expectations and match with the objectives of your team. 

Read more: Tracking Success: Guide on Creating a Quality Roadmap

Three things Not to do while making Quarterly Roadmaps

Now that you know what to do, here are some things you shouldn’t do while making quarterly roadmaps.

Avoid being Inflexible

A quarterly roadmap is a good starting point, but you need to be adaptable. Its goal is to document the objectives that you and your group will be pursuing throughout the coming months. But priorities can change at any time, and unforeseen problems can arise. It is essential to have the flexibility to adapt as a result.

Take it Slow

While some agile teams want to move ahead of other teams, it’s crucial to maintain team unity throughout the entire project. Using a quarterly roadmap will enable you to prioritize tasks and redistribute them if team members perform more effectively than others.

Avoid using PowerPoint for a Quarter-by-Quarter Plan

Although you can use Excel, PowerPoint, or other comparable tools to construct a passable roadmap, this isn’t the ideal method. It can take far too long to manually create a roadmap, and time is always of the importance. Also, it can be difficult and problematic to update a PowerPoint multi-quarterly roadmap. It can also be quite taxing to share information with teams or stakeholders because PowerPoint isn’t the best tool for the job.

Find out more: 5 Best Recommended Tools for Roadmap

Quarterly Roadmap Template

After exploring about quarterly roadmap definition, how to create a quarterly roadmap,  and what should be avoided when drafting a quarterly roadmap, here are our quarterly roadmap template for your reference:

This is a quarterly roadmap template used for digital marketing:

Quarterly roadmap template for digital marketing

Next up is quarterly roadmap template designed for software development:

Quarterly roadmap template for software development

Quarterly roadmap template for strategy with planning and review:

Quarterly roadmap template for strategy with planning and review

Quarterly roadmap template for customer success:

Quarterly roadmap template for customer success

As we conclude our exploration of the quarterly roadmap template, it’s evident that these templates are more than just planning tools; they’re the dynamic instruments that organizations use to align their actions with their strategic goals. Whether it’s achieving quarterly milestones, fostering adaptability, or driving sustained growth, these templates are essential in modern business. By integrating the insights from this guide, you will not only understand the strategic value of quarterly roadmap templates but also to use them as dynamic tools for enhanced decision-making, productivity, and agility.

Linda Bui
Linda Bui Content writer at Doran

Hey! I'm Linda Bui. I'm a career-changer. Bootcamp grad & Dev.



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