![]() ![]() ![]() Set a guide post for goal trackingĭid we mention projects change? It’s going to happen. It’s also important to align on how the document should be used, what it tells you (and what it doesn’t), how it may evolve over the course of the project, and why it would change. This is a critical step that allows clients and stakeholders to buy into your process. Of course, if you aren’t, you’ll need to make adjustments. The project roadmap gives you an opportunity to share your understanding and confirm that you and the client are on the same page. This might be the first time your client reviews and approves a document with you. Here are a few other benefits a roadmap provides, depending on how you plan to use it throughout the project. It also instills immediate confidence that you’re here to lead them. An initial view of date ranges allows your client to set expectations with their stakeholders, releasing the pressure to have answers ready. One of the biggest values a project roadmap brings is an easy way to communicate timing. Note: If you continue to use this document throughout the project, it will need to change as your discovery phases occur and the strategic plan evolves. It’s the why, what, and when for this project. Instead of simply cutting and pasting a template from client to client, consider what’s needed to execute on the project’s specific strategic goals and required outcomes. When creating a project roadmap, be sure to take the unique needs of every project into account. Any major breaks (such as vacations and holidays).How the different phases overlap or bump into each other. ![]() When you expect the project to start and end.Instead, a good roadmap provides a bird’s-eye view that shows: This document shouldn’t outline every granular deliverable or decision point on your project timeline. What is a project roadmap?Ī project roadmap is a visual presentation of what will happen over the lifespan of a project at a high level. It can also serve as a useful tool for communication throughout the project. That’s where a project roadmap can come in.Ī project roadmap enables you to set broad expectations for your client in this initial squishy phase without overcommitting your team to promises you may (or may not) be able to keep. It only seemed fair to give them something. After all, they were just as overwhelmed and nervous as I was and had stakeholders of their own to answer to. Once it became clear this was going to keep happening, I needed a way to get ahead of the client’s question. I’d be stressed because sales wanted to start in days, team members were dodging my Slacks, and my plate was so full I barely had time to prepare for the initial “meet-and-greet” client hand-off. This question used to cause me instant panic and sweat. One of the first questions clients often ask is: When will the project be done? ![]()
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