Steps
Inputs and OKRs sit together. Prioritize and draft sit together. Alignment and the external story sit together.
Inputs and goals
Customers, sales, support, analytics, competitors. Then 3–5 objectives. Do not roadmap before the goals exist.
- Product
OKR & Goal Setting
Create OKRs (Objectives and Key Results) and goals for product teams with measurable outcomes.
okrgoalsplanning - Research
Mixed-Source Research Synthesis
Combine already-coded interviews, surveys, and analytics into one report. For a single session use Session Debrief From Transcript. To cluster interview notes, use Affinity Mapping Assistant, then Research Insight Statement Writer.
researchsynthesisinsights - Product
Competitive UX Analysis
Analyze competitor products to identify UX patterns, strengths, weaknesses, and opportunities.
competitive-analysisresearchux
Prioritize and draft
Score, cut, sequence. Themes not a hundred line items. Engineering in the room for size.
- Product
Product Roadmap Creation
Create product roadmaps with themes, timelines, dependencies, and strategic alignment.
roadmapplanningstrategy - Product
Feature Prioritization Matrix
Prioritize product features using structured frameworks like RICE, Value vs. Effort, or Kano Model.
prioritizationroadmapproduct-management
Align and publish
Internal gets dates and tradeoffs. Customers get themes. Write down what you refused.
Track
Progress against the bets, not theater. Change the roadmap when reality does. Say so.
Frequently asked questions
Should the QBR include next-quarter OKRs?
A slide of intent is fine. The working list lives here so it can change without rewriting the QBR.
How many bets?
Three to five themes, not a hundred tickets. If everything is P0, you do not have a roadmap. You have a backlog with dates.
We already changed course mid-quarter. Start over?
No. Update the not-doing list and tell people. Do not wait for the next QBR to admit it.