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Product Roadmap Planning Template

A structured framework for turning a backlog of ideas into a clear, prioritised roadmap your whole team can work from. Fill in each section for your product — or copy the plain-text version below and paste it into Notion, Confluence, or a Google Doc.

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How to use this template: Work through the sections top to bottom. Start with your product vision and goals — everything else should flow from them. Fill in each initiative row honestly: if you can't assign a priority and a quarter, it's not ready for the roadmap yet. Revisit and update this every 4–6 weeks, not every sprint.

1 — Product Overview

e.g. "Sempiterno Client Portal"
e.g. "Give every Sempiterno client a single place to track deliverables, review reports, and request changes — without email chains."
e.g. "Existing Sempiterno retainer clients — primarily founders and marketing managers at 7-figure eCommerce brands."
Discovery  /  Alpha  /  Beta  /  Live  /  Scaling

2 — Goals & Success Metrics

e.g. "Q2 2026 — Reduce client onboarding time from 5 days to 2 days."
e.g. "Q3 2026 — Achieve 80% of active clients logging in at least once per week."
e.g. "Q4 2026 — NPS score above 50 from portal users."
e.g. "Weekly active clients in the portal"
e.g. "All retainer clients onboarded, weekly logins are the default behaviour, and the support inbox drops by at least 40%."

3 — Initiatives & Priorities

Initiative Priority Quarter Owner
Client dashboard — deliverables view
High
Q2
Name / Team
Report upload & version history
High
Q2
Name / Team
In-app change request form
Medium
Q3
Name / Team
Automated weekly digest email
Medium
Q3
Name / Team
Mobile-optimised view
Low
Q4
Name / Team

Add or remove rows as needed. Keep it to 8–12 initiatives maximum — a roadmap with 30 items is a wish list, not a plan.

4 — What's Not on the Roadmap (and Why)

e.g. "Native iOS and Android apps"
e.g. "Web-first covers 95% of use cases. Mobile will be considered after the web portal hits 80% weekly active client rate."

This section is underrated. Documenting what you deliberately excluded — and why — prevents the same conversations from restarting every quarter.

5 — Stakeholders & Review Cadence

e.g. "Jacob Gerrish — final call on priority changes"
e.g. "Engineering lead, Head of Client Success, Founder"
e.g. "Monthly roadmap review — first Monday of each month. Major re-prioritisation only at quarter boundaries."
e.g. "Any stakeholder can submit a change request via a shared Notion doc. Changes require sign-off from the roadmap owner before they're added."

6 — Risks & Dependencies

e.g. "Auth provider integration may require 3rd-party legal review — add 2-week buffer to Q2 timeline."
e.g. "Design resource is shared with another product — Q3 initiatives may slip if prioritisation conflicts."
e.g. "Data warehouse migration (ops team, targeting Q2 completion) must finish before the reporting module can be built."

Plain Text Version

Copy the block below and paste it into Notion, Confluence, Google Docs, or any notes app.

PRODUCT ROADMAP PLANNING TEMPLATE
SEMPITE — sempiternosolutions.com
================================================

1. PRODUCT OVERVIEW
-------------------
Product / Project Name:
Product Vision (one sentence):
Target Users:
Current Stage: [ Discovery / Alpha / Beta / Live / Scaling ]


2. GOALS & SUCCESS METRICS
--------------------------
Goal 1 (Q__ 20__):
Goal 2 (Q__ 20__):
Goal 3 (Q__ 20__):
North Star Metric:
What "done" looks like:


3. INITIATIVES & PRIORITIES
----------------------------
| Initiative                          | Priority | Quarter | Owner |
|-------------------------------------|----------|---------|-------|
| [Initiative 1]                      | High     | Q__     |       |
| [Initiative 2]                      | High     | Q__     |       |
| [Initiative 3]                      | Medium   | Q__     |       |
| [Initiative 4]                      | Medium   | Q__     |       |
| [Initiative 5]                      | Low      | Q__     |       |

Keep to 8–12 initiatives max. More than that and it's a wish list, not a plan.


4. WHAT'S NOT ON THE ROADMAP (AND WHY)
----------------------------------------
Idea / Feature:
Reason for deferring:

Idea / Feature:
Reason for deferring:

Document what you deliberately excluded. This prevents the same debates
restarting every quarter.


5. STAKEHOLDERS & REVIEW CADENCE
----------------------------------
Roadmap Owner:
Key Stakeholders:
Review Frequency:
How changes get proposed:


6. RISKS & DEPENDENCIES
-------------------------
Risk 1:
Risk 2:
External dependencies:


================================================
Template by SEMPITE
sempiternosolutions.com

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