TBM 41b/52: Suitably Detailed Roadmap Items

Oct 07, 2021

I am a big believer in teams having a suitably detailed, one year rolling roadmap at the ready. The trick? Suitably detailed roadmap items.

Think of it as progressively disclosing options/solutions.

For Far-Off Things…

A persona and high level focus will suffice.

Key Persona: Accountants at Tier 3 accounts
High Level Focus: Faster and less error-prone monthly reconciliation

We layer in some key measures.

Key Persona: Accountants at Tier 3 accounts
High Level Focus: Faster and less error-prone monthly reconciliation
Key Measure(s):

We add some potential options to try.

Key Persona: Accountants at Tier 3 accounts
High Level Focus: Faster and less error-prone monthly reconciliation
Key Measure(s):

Options to Try:

Improve model for automatic categorization
Improve UX to help accountants scan transactions
Improve UX around "request for clarification"
Improved Education! "the product kind of works already!"
Research collaboration models in the larger Tier 3 accounts that may be responsible for a lot of the longer process times

We add a prioritized option.

Key Persona: Accountants at Tier 3 accounts
High Level Focus: Faster and less error-prone monthly reconciliation
Key Measure(s):

Options to Try:

Improve model for automatic categorization
Improve UX to help accountants scan transactions
Improve UX around "request for clarification"
Improved Education! "the product kind of works already!"
Research collaboration models in the larger Tier 3 accounts that may be responsible for a lot of the longer process times

Prioritized Option