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Solution · Review and sign-off

Roadmap and prioritization

Every roadmap change decided by the person who owns the roadmap.

Ask, then Lena decides, then Roadmap.

Who decides · Lena Fischer · Head of product · a change to the committed quarter

How it runs

Requests for scope arrive from sales, support and engineering. The agent sizes them against the committed roadmap; the person who owns it decides.

A seat is a role a person and an agent hold together; the escalation matrix says who decides above each limit, seat by seat.

  1. Agent carries10:00
    CRM: a key account asks for multi-entity invoicing
  2. Agent carries10:10
    Sized against the quarter’s commitments and the payments initiative
  3. Rules check10:12

    PRD-R03

    changes to a committed quarter need the roadmap owner

  4. Person decides14:00
    Lena defers it to next quarter; the account is told why
up the escalation matrix, by rule a person decides

Your issue tracker · Billing

BIL-482

Multi-entity invoicing, asked for this quarter

Assigned to
THBilling product manager seat
Status
Needs Lena
Drawn as your tool shows it; ClrSlate adds the line that names the owner.

Illustration · Halden, a fictional company

Step by step

Who takes each step, in order.

For

  1. 01Sales, support or engineeringRaise the request where they work: the CRM, a ticket, a thread. It becomes a request with an owner.
  2. 02The product manager’s agentSizes it against the quarter’s commitments and the initiatives, and prepares the trade-off.
  3. 03The product managerInside the quarter’s commitment, decides; a change to a committed quarter goes up (PRD-R03).
  4. 04The Head of productDecides a change to the committed quarter, with the trade-off in front of her.
  5. 05The agentUpdates the roadmap and the backlogs, and tells the requester why.

Where the decisions sit

Decision, who decides, up to where, and above that whom.

  • Scope change on a committed featureDecides: the product managerUp to: inside the quarter’s commitmentAbove that: the Head of product
  • A change to a committed quarterDecides: the Head of productUp to: the quarter’s capacityAbove that: the CEO
  • Priority inside a teamDecides: the team’s lead seatUp to: the team’s capacityAbove that: the department head

How much the agent decides, to start. Asks every time: a roadmap change is a person’s decision. The agent sizes the request and prepares the trade-off.

The record it leaves. The request, the trade-off it was decided on, the decision, who took it and who was told.

How it plugs in

No new inbox, no new tool to learn.

  • 01

    An app in your tools

    Connects to your repositories, trackers and chat as an app

  • 02

    A check, not a meeting

    Holds a decision as a check the owner clears

  • 03

    Where people already work

    Asks the owner where they already work, and carries out what was decided

Roadmap · this quarter

A change to the committed quarter

agentSized against the quarter’s commitments
rulesPRD-R03: changes to a committed quarter need the roadmap owner

Waiting on Lena Fischer · Head of product

Multi-entity invoicing in place of a smaller item

Take it inDefer
The trade-off, prepared for the person who owns the roadmap.

The tools it runs through

We connect to the systems you run, and build the connection before the demo.

What it uses

Start with howyou run today.

Bring one piece of work that breaks at the handoffs: a pull request waiting on three reviewers, an initiative spread across twelve tools, a release nobody owns. We model the seats it crosses, give one of them an agent, and follow one decision to its record.