Roadmap Whiteboard
Discuss and communicate your vision, priorities, and intended outcomes...
- Steps
- 2
- Last edited
- Aug 19, 2026
- Created by
- Nova
About this process
High-level strategic discussion board to discuss and communicate your vision, priorities, and intended outcomes. Think of it as the "North Star" for your team. It answers why you are building specific things and what value those features provide to the business and the customer, without prescribing exactly how or when every individual task will be completed. Roadmap: A "Goals" or "Initiatives" database. This defines the What and Why. Timeline: A "Tasks" or more detail database. Every task must be tagged with a Parent Initiative/goal. This defines the How and When.
The process in detail
2 steps- 1
Think through the plan together.
- 2
Check-in meeting or plan into a visual image that includes all sticky notes as actions.
Read the full text
1. Think through the plan together.
Explore, discuss, and start adding key actions and initiatives—each on its own sticky note—so you can move them independently. You can also add new ones as you think of them.
Next, place the notes on the board by identifying what needs to happen at the same time versus what must follow sequentially. Think through the plan together to help your team visualize how to get from where you are to where you want to be.
Use the horizontal axis to represent time, and use rows to represent whatever categorization makes the most sense for your team—such as different departments, team members, objectives, or strategic pillars (e.g., internal operations, client impact, or revenue).
2. Check-in meeting or plan into a visual image that includes all sticky notes as actions.
Once the roadmap overview is solid, turn this into a recurring session for your regular meetings. Use these sessions to review progress, convert sticky notes into formal tasks, and track updates, delays, and changes to the plan.
👉Finally, turn this plan into a visual image that includes all sticky notes as actions and initiatives, clearly demonstrating how work will be prioritized.
- You can add a note here
- Add action or initiative
- Add action or initiative
- Category, team, objective, initiative or department
- Add action or initiative
- Category, team, objective, initiative or department
- Add action or initiative
- Category, team, objective, initiative or department
- Add action or initiative
- Category, team, objective, initiative or department