Choose the right visual reports for your stakeholders

As a product owner, no one knows your stakeholders better than you. Communicating your roadmap to stakeholders at the right level of detail is key to not only achieving buy-in around your plan, but also to the success of your relationship with them in general.

There is no "one size fits all" visualization of your roadmap that works for everyone, and you must interact with a wide variety of folks that have a vested interest in your roadmap. Choosing the right visual report based on that stakeholder persona is key to plan alignment and overall partnership.

Executive sponsors and strategic programs

When you are reporting your roadmap status to an executive sponsor or a strategic program owner, they want to hear the general "are we good" summary. The level of questions will be similar to the following: "Are we on track to meet our business objectives?", or "Which success metrics are being attacked this quarter?"

Program sponsors are often transferring your roadmap information to higher-level team members, as well. For this reason, their recurring update should be a summary level. They also are looking for how they can help you, with leverage on escalations if needed.

The Strategy -> Roadmap is a valuable lead-in report for this level of stakeholder, as they are typically interested in high-level initiatives that link directly to business goals. They want to ensure that everything is on track. 

You can also consider the Strategy -> Diagram for this audience if the focus of the discussion is that strategic goals/initiatives have roadmap coverage. Have a potential drill-down view like the Features -> Roadmap "at the ready" for detail backup.

Development teams

Development teams need to feel confident that they are building what matters and that there's passion and buy-in about their daily activities supporting your product. The Features Roadmap is also a great way to introduce these concepts, and how both individual features and the plan roll up to important business objectives.

Sharing this even at earlier stages of planning is also a great way to leverage the development team's expertise on slight prioritization changes for features, in case there's a key technical efficiency to be gained with development timing.

As part of the planning process, it's also important to ensure that they have all of the detail required to develop the features. In this case, a custom Features -> List of features and requirements will be a powerful visual view to efficiently confirm that a large effort has the right level of feature definition to execute.

Project and Program Management 

Managers of programs and projects are often "seeing around corners" and looking for risks across products and releases. For this type of discussion across roadmap owners, the Releases -> Roadmap can be used to easily visualize key milestones across products and releases and how they depend upon or affect each other. 

Quickly create dependencies across any two releases in your portfolio, to show what must be completed to keep your upcoming release on track.

For detailed status on features within a roadmap plan, utilize the Features -> Roadmap with feature status enabled under Customize Features; add filters for specific initiatives or goals as needed depending on the program owner's area of responsibility.

Customers

For customers, you want a roadmap that creates excitement, while still sharing only what you're ready to as a product owner. Leverage the Features -> Roadmap with external dates at the level of precision you are comfortable sharing with that audience, and hide any features from the notebook that may not be committed yet.

That "special" stakeholder

How stakeholders receive and process your roadmap message can be unique. Leverage custom reports to get just that right message format that resonates with your audience.

All stakeholders can be unique in their needs regarding communication on your roadmap. By leveraging the work you've already done in your roadmap and saved reports for these stakeholders, you can provide just the updates everyone needs to gain passion, buy-in, and the right-sized information on the plan.

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