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How to Plan and Track Product Roadmaps for Development?
How to plan and track product roadmaps for development?
Plan product roadmaps by defining strategic initiatives in NoteVault, breaking initiatives into epics with multiple sprints of work, connecting epics to feature tasks on your board, and regularly reviewing progress against roadmap. Use quarterly planning cadence, update stakeholders monthly, and keep roadmap living—not static.
Roadmap hierarchy
| Level | Scope | Time Horizon | Where |
|---|---|---|---|
| Vision | Company direction | 1-3 years | Company docs |
| Initiative | Strategic goal | Quarter | NoteVault |
| Epic | Major feature | 1-3 sprints | NoteVault + Board |
| Feature | Sprint-sized | 1 sprint | Board |
| Task | Day-sized | 1-3 days | Board |
Roadmap labels
| Label | Purpose |
|---|---|
| initiative:growth | Growth initiative |
| initiative:retention | Retention initiative |
| initiative:platform | Platform improvements |
| epic | Epic-level work |
| roadmap:q1 | Q1 2025 roadmap |
| roadmap:q2 | Q2 2025 roadmap |
| priority:now | Current focus |
| priority:next | Coming up |
| priority:later | Future work |
NoteVault roadmap document
# Product Roadmap 2025
## Q1 2025: Foundation
### Initiative: Self-Service Onboarding
Goal: Reduce onboarding time from 7 days to 1 day
Success metrics:
- Time to first value < 24 hours
- Self-serve rate > 60%
Epics:
- [ ] Epic: In-app tutorial system
- [ ] Epic: Template library
- [ ] Epic: Sample data generation
### Initiative: Mobile Experience
Goal: Full feature parity on mobile
Success metrics:
- Mobile DAU +50%
- App store rating > 4.5
Epics:
- [ ] Epic: Task management mobile
- [ ] Epic: Offline mode
- [ ] Epic: Push notifications
## Q2 2025: Growth
[Next quarter planning]
## Roadmap Status
| Initiative | Progress | On Track |
|------------|----------|----------|
| Self-Service | 40% | ✓ |
| Mobile | 20% | At risk |
Roadmap to tasks workflow:
- Quarterly planning - Define initiatives
- Break into epics - Multi-sprint efforts
- Sprint planning - Pull from epics
- Create tasks - Sprint-sized work
- Execute - Daily development
- Track progress - Epic completion %
- Update roadmap - Reflect reality
- Stakeholder update - Monthly review
Epic task template
## Epic: In-App Tutorial System
Initiative: Self-Service Onboarding
Quarter: Q1 2025
### Goal
Reduce time to first value from 7 days to 1 day
### Success Metrics
- [ ] 60% complete tutorial
- [ ] < 24 hour time to first value
- [ ] NPS +10 for new users
### Features (Sprint-sized)
1. [ ] Tutorial framework
2. [ ] Welcome flow
3. [ ] Task creation tutorial
4. [ ] Team invitation tutorial
5. [ ] Board customization tutorial
### Timeline
- Sprint 1: Framework + Welcome
- Sprint 2: Core tutorials
- Sprint 3: Polish + metrics
### Dependencies
- Design: Tutorial mockups
- Analytics: Event tracking
### Status
Progress: 40%
On track: Yes
Roadmap review cadence
| Cadence | Focus | Attendees |
|---|---|---|
| Quarterly | Strategy, new initiatives | Leadership + Product |
| Monthly | Progress, risks, adjustments | Product + Engineering |
| Weekly | Execution, blockers | Engineering team |
| Daily | Tasks, help needed | Dev team |