Roadmaps are a way to communicate a product or organizational strategy in a meaningful way, both inside and outside the organization. However, their effectiveness is not always guaranteed, with ever-changing market conditions, client requests or executive pivots. Teresa will uncover the stories behind both remarkable successes and daunting failures, shedding light on the factors that influenced their outcomes at organizations of all sizes and the critical role of stakeholder buy-in and its impact on roadmap success. Through real-world examples and in-depth analysis, Teresa will navigate through the complexities of roadmaps, empowering you with valuable insights that can shape your own strategic navigation on a path to success.

1. Roadmaps Unveiled: Lessons
from successes, failures and
the crucial role of stakeholder
buy-in
Director of Product, UX & Design
Teresa Cain

2. The most important part of the roadmap
process happens before you begin
building your roadmap.
Jim Semick, Founder & Chief Strategist of ProductPlan

3. Teresa Cain Copyright 2023

4. Strategy
• Ties to vision
• Influenced by research
• KPIs
Tactics
• Ties to strategy
• Clear goals and tasks influenced
• OKRs
Teresa Cain Copyright 2023

5. KPI OKR
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6. Process
Organizational
Efficiency
Strategic
Alignment
Leadership
Results
Tech
People
Teresa Cain Copyright 2023

7. Teresa Cain Copyright 2023

8. The roadmap doesn’t tie into
company mission and goals.
Teresa Cain Copyright 2023

9. Establish a roadmap vision that
aligns with company mission and
values.
Teresa Cain Copyright 2023

10. Our Purpose: We help businesses grow.
Our Vision: To bring innovation and payment
expertise to every business in the world.
Our Mission: To make B2B payments easier,
faster and smarter
Use Case
Teresa Cain Copyright 2023

11. The organization doesn’t believe in
roadmaps.
Teresa Cain Copyright 2023

12. Inspire the organization to show
the value of roadmaps
Teresa Cain Copyright 2023

13. Encounter RecapAuthenticationAuthorizationsHealth ChecksSpeech-to-
TextSign-off
Use Case
• SessionRecord
• IssueTracker
• Records Archive
• Reports
• Encounter Recap
• Authorization
• Health Checks
• Speech-to-Text
• Learning Resources
• Recommendations
• Evaluations
• Document Access
• Alerts
Priority #1
• Health Records
• Development Metrics
• Examination Features
• Billing Codes
• Procedures
Documentation
• Assessments
• Summary Overview
• Reporting inEHR
• Future Development
Plans
• Upcoming Features
• Patient Engagement
Priority #2
Problem:
• Conduct Assessment
• Updates inRecords
• Referral Services
• Approval Button
• Contact Follow-up
• Report Analysis
• Review Criteria
Priority #3
Solution:
• Software update
1.1
• V2T
• Enhancements
• Enhancement
request from clients
• Bluetooth
• Keyboard
functionality
• Approvals
• Encounter Recap
• Authentication
• Authorizations
• Health Checks
• Speech-to-Text
• Sign-off
• Onboarding
New Members
• Financial Codes
• Record
Enhancements
• Scheduling
• Financial
Enhancements
• Patient Report
• Print Options from
theiPad
• Advancement in
Assessment
• Automated
DecisionMaking
• Development
Metrics
• Patient infoTab
• Psycho/Social
History tab
• External EMR
Integrations
• Connectivity
Feb Mar Apr May June July Aug Sept Oct Nov Dec
Jan
Dates subject to change.
Teresa Cain Copyright 2023

14. Not diversifying your roadmap.
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15. Diversify your roadmap like you
would an investment.
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16. Roadmap Investment Mix
30%
25%
20%
15%
10%
Enriching Your
Business or Product
Competitive Gaps
Expand into
New Verticals
Innovations
Integrations
Teresa Cain Copyright 2023

17. Diversified
Strategic
Roadmap
Teresa Cain Copyright 2023

18. Not validating your roadmap with
stakeholders.
Teresa Cain Copyright 2023

19. Get stakeholder feedback at
every level of the organization.
Teresa Cain Copyright 2023

20. Selling Your
Vision to
Stakeholders
Presentation Title Opportunity Your Vision
Review Personas
Competitive
Analysis
Strategic
Ecosystem
Brainstorm
Roadmap Ideas
2 Hour Design
Sprint
Roadmap Buy-In
Teresa Cain Copyright 2023

21. Not understanding who your target
audience is.
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22. Confirm who will get the most
value out of features on your
roadmap.
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23. Create
User Personas
User personas allow you to empathize
with your customers in understanding
their goals, pains, needs, solutions.
Teresa Cain Copyright 2023

24. Create
Buyer Personas
Buyer personas allow you to
understand how the customer behaves
in making their purchase decisions.
Teresa Cain Copyright 2023

25. Identify JTBD
JTBD allow you to identify customer
problems and needs for a specific set
of jobs or tasks.
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26. Conduct
Design
Sprints
Redesigning Home Navigation Screen 2 Hour Design Sprint
Teresa Cain Copyright 2023

27. Not updating your roadmap.
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28. Validate your roadmap quarterly
and communicate updates with
stakeholders.
Teresa Cain Copyright 2023

29. Work
feedback
into iterative
process
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Requirements
Design
Implementation
Verification
Waterfall
Documents Documents UnverifiedSystem System
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Incremental
Delivery
Teresa Cain Copyright 2023

30. Use collaborative
tools to create
engagement on
roadmaps
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31. DEAD
END
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32. It’s all fine and good to have vision. It’s all
fine and good to know your why, but if
you can’t execute it, then it’s no value
whatsoever.
Simon Sinek, Author of Start with Why: How
Great Leaders Inspire Everyone to Take Action

33. Figma X/Twitter 2 Hr Design Sprints
LinkedIn
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