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Product Roadmap Template
Instructions
Use this tool to organize your product development efforts and budgeting process.
1. In the "Product Roadmap" tab, outline your key market segments and how your product will meet the needs of your customers now and into the future.
2. In the "Product Development Schedule" tab, document all the tasks and deliverables for each of the product development stages.
3. In the "Feature Release Schedule" tab, determine the timeline for when new features will be released to your customers.
4. Keep this document up to date as you progress with your product development efforts.
Product Roadmap
PRODUCT DEVELOPMENT STAGES

Market Segment

Estimated
Revenue

Market Segm ent #1

Market Trends

Definition

Development

Production

Target Customers

Customer Needs

Products/Features

Technology Required

Increased SaaS Purchasing

Market Segm ent #2

50M
B2B: 5-25M Revenue

Market Segm ent #3

5M
B2B: 25-100M Revenue

New Product #1

ASP Platform - Secure/Reliable

Customer XYZ

Customer Service Portal

Existing Product #1

Integrate Portal with CRM System

More Free Trials Offered
B2B: 0-5M Revenue

SaaS Model Offering

Increased Self Service

25M

Prospect ABC

Customer PQR

Free Trial for 30 days

New Product #2

Subscription Management Software
Product Development Schedule
1.0 Product Planning
Task

Deliverables

Inputs

Owner

Approval

1.1 Business Case

Product Development Charter

Market Analysis

Market Analysts

Product Management

1.2 Product Approval

Business Requirements Document

Product Development Charter

Product Management

Executive Management

1.3 Feasibility Study

Business Case Approval

Product Development Charter

Product Management

Executive Management

Task

Deliverables

Inputs

Owner

Approval

2.1 Functional Specs

Functional Design Specs

Product Req. Doc

Development

Product Management

2.2 Prototype

Product Prototype

Functional Specs

Development

Product Management

2.3 Documentation

Documentation Plan

Product Req. Doc

Development

Product Management

2.4 Quality

QA Plan

Product Req. Doc

Development

Product Management

2.5 Development

Development Plan

All Dev. Documents

Development

Start Date

End Date

Start Date

End Date

Product Management

Start Date

End Date

Start Date

End Date

2.0 Product Design

3.0 Product Development
Task

Deliverables

Inputs

Owner

Approval

3.1 Product Build

Product Sanity-Check

PRD, MRD, Specs

Product Management

Executive Management

3.2 User Materials

User Guide, FAQ, etc

PRD, MRD, Specs

Product Management

Executive Management

3.3 Cost Analysis

Cost Structure Analysis

Development costs

Product Management

Technical Team Lead

3.4 Pricing

Set Product Pricing

Cost Structures

Product Management

Executive Management

3.5 Profitability

Projected Statements

Expected Rev/Costs

Product Management

Executive Management

Deliverables

Inputs

Owner

Approval

4.0 Product Testing
Task
4.1 Alpha Testing

QA Test Plan

Alpha Test Plan

Development

Product Management

4.2 QA Testing

Documentation, Beta Plan

QA Test Plan

Development

Product Management

4.3 Beta Testing

Final Product Acceptance

Beta Test Results

Development

Product Management

Task

Deliverables

Inputs

Owner

Approval

5.1 Internal

Trained Internal Staff

Positioning

Product Management

Executive Management

5.2 Channel

Trained Channel Partners

Positioning

Product Management

Executive Management

5.0 Product Training
Start Date

End Date

Start Date

End Date

Start Date

End Date

6.0 Product Promotion
Task

Deliverables

Inputs

Owner

Approval

6.1 Availability

Press Release/Conference

Product Acceptance

Product Management

Executive Management

6.2 Press Kit

Whitepaper, Release, Q&A

Business Requirements Document Product Management

Executive Management

6.4 Analysts

Conference Calls

6.5 Direct Mail

Letter/e-mail blast

6.6 References

Marketing

Product Management

Prospect/Client List

Marketing

Product Management

Client Testimonials

Beta Test Clients

Product Management

Customers

6.7 Collateral

Brochures, Catalogues

Business Requirements Document Marketing

Product Management

6.8 Online

Case Study, Web Updates

Marketing

Product Management

6.9 Demos

Product CD, Online Demo

Product Management

Marketing

6.10 Promotion

Ads, Newsletter, etc

Marketing

Product Management

6.11 Presentations

Presentation Slides/Script

Product Management

Marketing

7.0 Product Packaging & Distribution
Task

Deliverables

Inputs

Owner

Approval

7.1 Packaging

Full Product Package

Package Design

Product Management

Executive Management

7.2 Distribution

Stocked Channel

Product Packages

Product Management

Executive Management
Feature Release Schedule
Version 1.0 - Product Launch
Customer Requirements

Product Features

Priority Level

Release Date

Online Order Tracking

Customer Self Service Portal

Low

03/01/12

Customized Interface

Role Based User Interface

High

TBD

Certification

Certified Shopping Cart

Medium

01/01/12

Priority Level

Release Date

Version 2.0 - Second Generation
Customer Requirements

Product Features

Online Order Tracking

Customer Self Service Portal

High

03/01/12

Customized Interface

Role Based User Interface

Low

TBD

Certification

Certified Shopping Cart

Medium

01/01/12

Priority Level

Release Date

Version 3.0 - Third Generation
Customer Requirements

Product Features

Online Order Tracking

Customer Self Service Portal

Low

01/12/03

Customized Interface

Role Based User Interface

High

TBD

Certification

Certified Shopping Cart

Medium

01/12/01

Priority Level

Release Date

Version 4.0 - Fourth Generation
Customer Requirements

Product Features

Online Order Tracking

Customer Self Service Portal

High

03/01/12

Customized Interface

Role Based User Interface

Low

TBD

Certification

Certified Shopping Cart

Medium

01/01/12

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Product Roadmap Template

  • 1. Product Roadmap Template Instructions Use this tool to organize your product development efforts and budgeting process. 1. In the "Product Roadmap" tab, outline your key market segments and how your product will meet the needs of your customers now and into the future. 2. In the "Product Development Schedule" tab, document all the tasks and deliverables for each of the product development stages. 3. In the "Feature Release Schedule" tab, determine the timeline for when new features will be released to your customers. 4. Keep this document up to date as you progress with your product development efforts.
  • 2. Product Roadmap PRODUCT DEVELOPMENT STAGES Market Segment Estimated Revenue Market Segm ent #1 Market Trends Definition Development Production Target Customers Customer Needs Products/Features Technology Required Increased SaaS Purchasing Market Segm ent #2 50M B2B: 5-25M Revenue Market Segm ent #3 5M B2B: 25-100M Revenue New Product #1 ASP Platform - Secure/Reliable Customer XYZ Customer Service Portal Existing Product #1 Integrate Portal with CRM System More Free Trials Offered B2B: 0-5M Revenue SaaS Model Offering Increased Self Service 25M Prospect ABC Customer PQR Free Trial for 30 days New Product #2 Subscription Management Software
  • 3. Product Development Schedule 1.0 Product Planning Task Deliverables Inputs Owner Approval 1.1 Business Case Product Development Charter Market Analysis Market Analysts Product Management 1.2 Product Approval Business Requirements Document Product Development Charter Product Management Executive Management 1.3 Feasibility Study Business Case Approval Product Development Charter Product Management Executive Management Task Deliverables Inputs Owner Approval 2.1 Functional Specs Functional Design Specs Product Req. Doc Development Product Management 2.2 Prototype Product Prototype Functional Specs Development Product Management 2.3 Documentation Documentation Plan Product Req. Doc Development Product Management 2.4 Quality QA Plan Product Req. Doc Development Product Management 2.5 Development Development Plan All Dev. Documents Development Start Date End Date Start Date End Date Product Management Start Date End Date Start Date End Date 2.0 Product Design 3.0 Product Development Task Deliverables Inputs Owner Approval 3.1 Product Build Product Sanity-Check PRD, MRD, Specs Product Management Executive Management 3.2 User Materials User Guide, FAQ, etc PRD, MRD, Specs Product Management Executive Management 3.3 Cost Analysis Cost Structure Analysis Development costs Product Management Technical Team Lead 3.4 Pricing Set Product Pricing Cost Structures Product Management Executive Management 3.5 Profitability Projected Statements Expected Rev/Costs Product Management Executive Management Deliverables Inputs Owner Approval 4.0 Product Testing Task
  • 4. 4.1 Alpha Testing QA Test Plan Alpha Test Plan Development Product Management 4.2 QA Testing Documentation, Beta Plan QA Test Plan Development Product Management 4.3 Beta Testing Final Product Acceptance Beta Test Results Development Product Management Task Deliverables Inputs Owner Approval 5.1 Internal Trained Internal Staff Positioning Product Management Executive Management 5.2 Channel Trained Channel Partners Positioning Product Management Executive Management 5.0 Product Training Start Date End Date Start Date End Date Start Date End Date 6.0 Product Promotion Task Deliverables Inputs Owner Approval 6.1 Availability Press Release/Conference Product Acceptance Product Management Executive Management 6.2 Press Kit Whitepaper, Release, Q&A Business Requirements Document Product Management Executive Management 6.4 Analysts Conference Calls 6.5 Direct Mail Letter/e-mail blast 6.6 References Marketing Product Management Prospect/Client List Marketing Product Management Client Testimonials Beta Test Clients Product Management Customers 6.7 Collateral Brochures, Catalogues Business Requirements Document Marketing Product Management 6.8 Online Case Study, Web Updates Marketing Product Management 6.9 Demos Product CD, Online Demo Product Management Marketing 6.10 Promotion Ads, Newsletter, etc Marketing Product Management 6.11 Presentations Presentation Slides/Script Product Management Marketing 7.0 Product Packaging & Distribution Task Deliverables Inputs Owner Approval 7.1 Packaging Full Product Package Package Design Product Management Executive Management 7.2 Distribution Stocked Channel Product Packages Product Management Executive Management
  • 5. Feature Release Schedule Version 1.0 - Product Launch Customer Requirements Product Features Priority Level Release Date Online Order Tracking Customer Self Service Portal Low 03/01/12 Customized Interface Role Based User Interface High TBD Certification Certified Shopping Cart Medium 01/01/12 Priority Level Release Date Version 2.0 - Second Generation Customer Requirements Product Features Online Order Tracking Customer Self Service Portal High 03/01/12 Customized Interface Role Based User Interface Low TBD Certification Certified Shopping Cart Medium 01/01/12 Priority Level Release Date Version 3.0 - Third Generation Customer Requirements Product Features Online Order Tracking Customer Self Service Portal Low 01/12/03 Customized Interface Role Based User Interface High TBD Certification Certified Shopping Cart Medium 01/12/01 Priority Level Release Date Version 4.0 - Fourth Generation Customer Requirements Product Features Online Order Tracking Customer Self Service Portal High 03/01/12 Customized Interface Role Based User Interface Low TBD Certification Certified Shopping Cart Medium 01/01/12