Vision, Strategy, and Roadmap Template

ℹ️  The following is a template for use on the pages of specific product & engineering teams, used to record and share the vision, strategy, and roadmap.
Copy to your team’s page and complete accordingly. Other sources of truth (such as one-pagers, existing goals pages) should have their content integrated here and then be marked as deprecated. Be sure to also replace instances of ProductArea with your actual product area name. Unless otherwise specified, each section should be a paragraph or two but you’re welcome to use your own judgement if you think a deeper dive is appropriate.

As you write this document, keep in mind that focusing on problems to solve more than lists of features tends to be a better way to approach communicating with people interested in your product area (customers, sales, analysts, etc.) as it leaves room for learning between what you know now and what you deliver in the end. This is not to say you never talk about features, but especially as you get further out in planning the blend of features vs. problems to solve should move more towards the latter.

Be sure also to explain why something is part of your strategy. What you are doing is interesting, but why you have chosen that of all the possibilities is often even more enlightening.


ProductArea Strategy

This page outlines the vision, strategy and goals of the ProductArea team. You can use this section to describe what your scope is, and where your product is today.

Quicklinks:

Mission, Vision & Guiding Principles

Mission

What is the team’s reason for existing? What is the fundamental value they aim to provide? Who are your key customers/stakeholders and why, and are there any customers/stakeholders that you’re explicitly choosing not to address that people might have expected you to?

Vision

1 Year vision

Add a sentence or two here indicating what the most important things you want to achieve/problems you want to solve in the next year are. These should in most cases move your three and ten year visions forward.

3 Year vision

Add a sentence or two here describing what your product will be like in three years, also focusing on the problems you’ll solve and the value you’ll deliver. This should be grounded in reality, but three years is a lot of time - be ambitious!

10 year vision

A sentence or two on your ten year vision is where you can really go wild and describe the problems you want to solve and solutions you want to deliver unbound by limitations of technology or scope. Be inspiring and look to the our 10 and 30 year strategies for ideas.

Guiding principles

Identify what key principles, insights, and decisions are important to the strategy or a set of key hypotheses and set of key questions to validate or invalidate them.

Describe the target by which we prioritize:

  • Market or audience
  • Personas
  • Jobs or Use Cases
  • Industries
  • What matters to us when we prioritize products and features
  • Contextual things that matter to Sourcegraph or the product

Where we are now

  • Where is the team’s area of ownership in terms of its maturity? Is it new and basic, or complete and lovable? Are different features at different levels?
  • What did we achieve in the last few months?
  • What key learnings did we recently make?
  • What is on the critical path for growth?
  • How does the product fit within Sourcegraph as a whole?

Top customer, support, sales and marketing issues

  • What are the top issues customers are facing? (All, you can call out ones we’re tackling (or not) in the Strategy & Plans section)
  • What are the top requests from other teams at Sourcegraph? (All, you can call out ones we’re tackling (or not) in the Strategy & Plans section)

Competitive landscape

  • Who is the competition for this product area?
  • What recent developments in competition is impacting sales, marketing and product strategy?

Analyst landscape

  • If you are not currently involved with analyst discussions for your product area, you can reach out to Christina for context here and to stay in the loop in the future.
  • Are there analysts tracking this product area?
  • How are analysts positioning the product? What are areas of improvement?

Strategy and Plans

Be sure to make the timeframe you choose to use clear, whether a quarter or rolling 12 months

Goals

What are the measurable goals this team is going after in the chosen time period.

Themes

What are high level themes, and why? What are the groupings of features/problems to solve that you are focusing on in that period? How do they relate to the goals you have

Examples:

  • A product differentiator
  • Cloud-first
  • Adoption
  • Theme
    • Theme extra detail
  • Theme
    • Theme extra detail
  • Theme
    • Theme extra detail

What’s next and why

More detailed plans related back to the themes and goals. If your time frame covers more than a quarter, it would be valuable to give some indication of time within the plans in this section, to help others appreciate the likely ETA of value.

What we’re not working on & why

What are we explicitly not working on? Are there frequent requests from customers or other teams we are choosing not to take on? Making that explicit makes other teams understand the strategy and reduces back and forth.

If there is a time component (e.g. “We’re not working on this this Q but likely to pick it up next Q”), call it out.