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Products Not Projects:
Delivering Value with
Product Roadmaps
© EBG Consulting, 2013

19 November 2013

Ellen Gottesdiener
www.ebgconsulting.com
www.DiscoverToDeliver.com

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

1
Product not Projects:
Defining Value Through Product Roadmaps
Copyright © 2013 EBG Consulting, Inc.
This presentation is for the personal use of attendees of
Boston Spin, 2103.  
No copies, in part or in whole, including but not limited to,
hard copy, print, photocopy or any electronic media,
may be made or used without express written permission of
EBG Consulting, Inc.  

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

2
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

3
tweet
@ellengott
#prodmgmt
#pmot
#agilepm
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

4
give-aways!

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

5
what roadmapping
& why
steps

agile
roadmapping
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

wrap
6
what
& why
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

7
project

“A temporary endeavor
undertaken to create a unique
product, service or result”.
~ A Guide to the Project Management Body of Knowledge
(PMBOK® Guide) – Fifth Edition

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

8
product
“At their core, products
are the sum of benefits
that satisfy a customer’s
need or desire…can be
[tangible] goods or
services...”
~ Guide to the Product Management and Marketing
Body of Knowledge (ProdBok® Guide)

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

9
product lifecycle

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

10
product roadmap
“An evolving plan of
product releases, with
brief descriptions of their
themes and features.
The roadmap is intended
to realize the product
vision over time and
satisfy goals and objectives.”
~ Gottesdiener and Gorman, Discover to Deliver

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

11
product roadmap
IS….

strategic
value driven
evolving
decision framework
shield against reactive product
development

(e.g., sales promises, loudest voices,
complaints, biggest hat)

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

12
product roadmap
IS NOT….
unilateral
static
a commitment

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

13
examples…

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

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© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

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Source: http://prodpad.com/

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

16
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

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Source: http://scalingsoftwareagilityblog.com/
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

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why: roadmapping
funding
obtain money, people, other resources
enable balanced investments

alignment
shared focus on value for evolving products
common, continual decision framework
backlogs
teams and development structure
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

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why: roadmapping
communication and collaboration
share vision and strategic intent
focus for shorter planning cycles

market
understand customers and market
shake up market
promote customer, partner loyalty
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

20
agile
roadmapping
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

21
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

22
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

23
progressive elaboration

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

24
planning views
(time horizons)

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

25
continual planning
product
roadmap
release
plan
iteration
plan/WiP
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

26
granularity by view

features
MMFs, epics,
stories
sliced stories
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

27
in practice…
product
roadmap
release
plan
iteration
plan/WiP
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

28
roadmap elements
What
Basic
Features, MMFs Reporting

Analytics

Visualization

Ad hoc 
query

Who
Market/
Market Segment

Midsize
NA

Midsize
EMEA

Large
NA

Global
partners

How
Technology
Enablers

Desktop

SaaS

SaaS

Mobile

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

When
Time

29
roadmapping
steps
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

30
roadmapping
2. Converse

4.Validate
3. Allocate

1. Context

or

5. Adapt

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

31
roadmapping

1. Set context
2. Conduct structured conversations
3. Allocate features
4. Validate actual vs. anticipated value
5. Adapt the roadmap
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

32
1. Set context
2.
3.
4.
5.
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

roadmapping

33
ends and means

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

34
product partners:
roadmap builders
users,
buyers

project sponsor,
exec advisors,
biz/product mgmt,
strategic & tactical prod owner
(champion)
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

tech advisors,
subset of delivery
team

35
value considerations
convenience,
cost,
speed…

ROI,
market fit,
time to market…

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

readiness,
cost,
efficiency,
testability

36
value tools

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

37
1. context:
“ends”

outcomes

business & product strategy
market & competitive analysis
product vision, goals, objectives

product partners & value considerations
architecture assessment (current & future)
time horizon & cadence
selected value techniques
decision making rules
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

38
roadmapping

1.
2. Conduct structured conversations
3.
4.
5.
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

39
7 product dimensions
functional

nonfunctional

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

40
structured
conversation

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

41
assemble options
User

Interface

Action

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

Data

Control

Environment

Quality
Attribute

42
roadmapping
workshop

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

43
scenes from
roadmapping workshops
(removed for public viewing)

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

44
6 P’s for
collaboration workshops
purpose participants principles products

why
do we do
things?

who
is
involved?

•  goals
•  needs
•  motivation

•  people
•  roles
•  responsibilities

how
do we
function?
•  guidelines
•  working

what
do we
create?

•  deliverables
•  decisions
agreements •  plans
•  ground rules •  next steps

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

place

process

where when
is it do we do
located? what?
•  venue
•  logistics

•  activities
•  sequence

45
2. converse:
vision [revised]

outcomes

high-value product options [features]
release acceptance criteria
supplemental analysis models
estimates
risks, risk mitigation actions
communication plan
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

46
roadmapping

1.
2.
Allocate product options
3.
4.
5.
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

47
value decisions

value
considerations
benefits
costs
risks
dependencies
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

48
3. allocate:

outcomes

roadmap (internal, external)
themes, key personas
technology roadmap
(architecture vision & goals)

communication plan

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

49
feature
groups

allocate
product
vision

release
theme
features

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

50
roadmapping

1.
2.
3.
4. Validate actual vs. anticipated value
5.
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

51
validated learning
measure value

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

52
4. validate:

outcomes

gap analysis
actions for adaptation
communication plan

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

53
roadmapping

1.
2.
3.
4.
5. Adapt the roadmap
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

54
5. adapt:

outcomes
revised roadmap
communication plan

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

55
roadmapping

1. Set context
2. Conduct structured conversations
3. Allocate features
4. Validate actual vs. anticipated value
5. Adapt the roadmap
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

56
roadmapping
2. Converse

4.Validate
3. Allocate

1. Context

or

5. Adapt

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

57
wrap

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

58
disciplines

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

59
roadmapping
“goodness” checklist
q  adapted periodically
q  aligns to strategy
q  communicated across org
q  created collaboratively
q  incorporates validation mechanism
q  used as ongoing decision framework
q  visual
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

60
Products Not Projects
Delivering Value with Product Roadmaps

thanks!
email
twitter

ellen@ebgconsulting.com
@ellengott

© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

61
resources
www.discovertodeliver.com/resource.php
eNewsletter: www. ebgconsulting.com

(get “An Overview of Value Considerations”)
&
articles ~ podcasts ~ webinars

learning ~ applying ~ coaching
http://www.ebgconsulting.com
© EBG Consulting, 2013 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com

62

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