Keep product requests separate from roadmap commitments.
Keep customer problems and supporting evidence connected to roadmap decisions.
How to build your product roadmap planner
Describe the job
Keep customer problems and supporting evidence connected to roadmap decisions.
Review the first version
Choose how the product manager records the opportunity and how the researcher reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
Follow Roadmap RP-089 through the handoffs.
Inspect the inputs, review decision and unresolved exception in this fictional operating example.
Product roadmap planner example
- Record
- Roadmap RP-089
- Problem
- Filter stock by location
Current stage · Product coordinator
Link the request to the customer problem
A fictional customer requests a location filter and explains a repeated stock-review workaround.
Read the full walkthrough
Link the request to the customer problem
A fictional customer requests a location filter and explains a repeated stock-review workaround.
- Record:
- Roadmap RP-089
- Problem:
- Filter stock by location
Review the available evidence
The product reviewer links the synthetic feedback and asks for evidence about the affected task before estimating delivery.
- Record:
- Roadmap RP-089
- Evidence:
- Synthetic feedback F-09
Record the prioritization decision
The reviewer records Investigate, with a proposed review window rather than a promised release date.
- Record:
- Roadmap RP-089
- Decision:
- Investigate
Confirm a delivery commitment separately
A delivery owner must explicitly accept the scope and window before the item can be shown as committed. An investigation remains outside the committed roadmap.
- Record:
- Roadmap RP-089
- Commitment:
- None
What to include in your product roadmap planner
Keep the opportunity in context
Keep opportunity, customer problem, evidence reference, review criteria, decision, proposed window, delivery owner and commitment status together so the next person can understand the request or record.
When the next step needs a decision
A sample customer requests a location filter and explains a repeated stock-review workaround. The product reviewer links the synthetic feedback and asks for evidence about the affected task before estimating delivery.
Keep commitment status visible
Keep proposed work separate from a commitment to a release window.
Choose what each person needs
Give the product manager a working view and the researcher a review view. Keep opportunity and customer problem attached to the decision as the work moves between them.
Questions about product roadmap planner
Start with opportunity, customer problem, evidence reference, review criteria, decision, proposed window, delivery owner and commitment status. Describe who enters the information and who reviews the next step.