AUX roadmapis a strategic, living artifact that aligns, prioritizes, and communicates a UX team’s future work and the problems it needs to solve. Roadmaps are successful when they make realistic promises, value functionality over pretty visuals, or are strategic documents instead of feature-specific release plans.

Successful roadmapping include 6 key high-level steps:

  1. Establish goals:Determine the purpose of your roadmap and who should be involved.
  2. Gather inputs:Collect problems that need to be solved from stakeholders and existing research.
  3. Create themes:Cluster problems into into themes.
  4. Prioritize themes:建立标准并创建一个评分框架来排名主题。
  5. Visualize and share:Plot themes into a timeline and distribute the resulting visualization (your roadmap).
  6. Revisit and update:Routinely return to your roadmap and make adjustments as necessary.

6 Steps to Roadmapping: Establish Goals, Gather Inputs, Create Themes, Prioritize, Visualize, and Revisit

6 Steps to Roadmapping: Establish Goals, Gather Inputs, Create Themes, Prioritize, Visualize, and Revisit

Step 1: Establish Goals

最关键的路线图的一部分发生在the beginning. Roadmaps must have a clear purpose, stakeholder support, and buy-in in order to be effective.

1A. Why: Determine Your Objective

The first question to ask is: What is the primary purpose of this roadmap? A roadmap can have different goals:

  • 增加团队意识
  • Enable crossdisciplinary visibility and alignment
  • Educate others on the UX process
  • Manage bandwidth and resource allocation
  • Show to stakeholders what problems you aim to solve
  • Prioritize future work
  • Define a UX vision
  • Identify aminimum viable product (MVP)

Roadmaps can become political, complex artifacts. A single, primary purpose for your roadmapping initiative will keep it focused and will establish clear priorities (for example, what information to communicate, who is involved in the process, or the tool the roadmap lives in).

1B. What: Identify a Scope

Determine thescope of your roadmap. Roadmaps that include UX work can have 3 scopes: product, discipline, and specialty. Identify which scope is best for your objective. If you will create a discipline or specialty roadmap, clearly establish what product(s) the roadmap will serve. Both these types of roadmaps roadmaps can visualize work across several products within a portfolio (the broadest approach) or across just one specific product-area within a single product (the lowest-granularity approach).

1C. Who: Establish a Core Team

With your primary goal and determined scope in mind, find support. Pull together a crossdisciplinary team that has insight or responsibility over the future work’s completion. Establish stakeholder support for the roadmapping initiative by educating managers or executives on the benefits of the process. Depending on the maturity of your organization (or lack thereof), you may need to explain the value of a roadmap, what you hope to accomplish, and ask these stakeholders to support the initiative among their respective groups.

Step 2: Gather Inputs

一旦您拥有路线贴图目标和核心团队,会收集潜在的路线图输入。您的目标是获得任何有助于识别和优先级潜在问题的信息。这些潜在的输入都有各种形状和尺寸;尚未担心每个输入手段才能担心您的路线图。

Start by gathering existing artifacts related to the scope of your roadmap:

In addition to the above inputs, collect any available data related to your roadmap scope:

  • Qualitative or quantitative user research
  • Customer- or employee-support logs
  • 市场研究调查或品牌审计
  • Outputs from voice-of-customer (VoC) studies or client advisory board (CAB)

输入的数量你有可能取决于on thematurity你的组织。如果您最终得到了很大程度上无益或不值得信任的数据,请考虑执行利益相关方访谈(来自各部门和角色),以便在进行步骤3时填补您的理解中的差距。

Step 3: Create Themes

The goal of this step is to create your roadmap’s themes. Themes represent future UX work, including areas of focus and potential initiatives. Themes are created by making a list of insights from your inputs, assessing the patterns across them, and grouping them into high-level problems to solve. This step is very similar tothematic analysis在定性研究中。

3A. Inventory Your Candidate Problems to Solve

Look across your gathered inputs and make a list of customer (or employee) needs or problems you need to solve. The goal in this stage is to uncover potential problems from various inputs and consolidate them into a single list.

Gather inputs from across sources and combine them into a single list of problems to solve.
梳理您的意见,并创建您需要解决的候选问题的库存。这些可能是来自客户旅程地图的摩擦点或不必要的接触点,从积压的优化需求或来自客户 - 支持日志的常见痛苦。
Gather inputs from across sources and combine them into a single list of problems to solve.
梳理您的意见,并创建您需要解决的候选问题的库存。这些可能是来自客户旅程地图的摩擦点或不必要的接触点,从积压的优化需求或来自客户 - 支持日志的常见痛苦。

Your list of candidate problems will be diverse. Some will be straightforward customer painpoints derived from a journey map, while others may be internal, operational requests made by employees. The goal of this stage is to condense all possible issues into a single space where they can be grouped.

3B. Assess Patterns

接下来,使用诸如的技术开始对候选问题进行分类为群集的群集。affinity diagrams. Name each cluster in a descriptive way — for example, “more data needed” or “a way for users to get help,” but don’t worry too much about finding perfect labels. Think of this step as creating wireframes for future themes.

Assess patterns across inputs and form them into themes of high-level problems to solve
Similar candidate problems from your inputs will be grouped in clusters. It is common for clusters to have items from different inputs.

Clustering facilitates discussion and alignment among roadmap creators — the goal being to arrive at a shared understanding of potential high-level problems that need to be solved.

3C. Organize and Label

Once you have bundles of potential problems to solve, organize and label each cluster into a polished theme. Each theme needs 3 components:

  1. Beneficiary:The recipient(s) of the UX work (e.g., end users, fellow employees, or even internal stakeholders)
  2. Need:The problem that will be solved (the purpose of the UX work)
  3. Business objective(s):Objectives and potential outcomes (from a business point of view) that will be achieved upon completion (e.g., new market insight, user growth, increased engagement, ease of discovery, revenue)
Expand each cluster into a roadmap theme with a beneficiary, need, and business-value.
Expand each cluster into a legitimate, articulated theme. Identify the beneficiary, need, and business objective of each cluster of problems to solve.
Expand each cluster into a roadmap theme with a beneficiary, need, and business-value.
Expand each cluster into a legitimate, articulated theme. Identify the beneficiary, need, and business objective of each cluster of problems to solve.

This portion of the process takes time. If you are creating a roadmap collaboratively, discuss as a group each theme’s beneficiary, need, and business objective. Do not forget about your original inputs as you complete this step. For example, return to your roadmap goal. Be thoughtful about the vernacular you use. Ask yourself: Will the audience of the roadmap know who this beneficiary is? What broader strategies from leadership can help inform the business objectives for these themes?

Step 4: Prioritize Themes

过程的下一步是确定嗨ghest-priority themes that will be mapped to the closer time horizons on the roadmap. There are several established methods to prioritize and determine which themes have the highest importance:

  • RICE (Reach, Impact, Confidence, Effort) scoring model
  • Critical path (prioritizing tasks within a primary flow)
  • Kano model (rank items against user’s perceived value)
  • ROI scorecard (prioritize based on return on investment)
  • MoSCoW (Must have, Should have, Could have, and Will not have) scoring scheme

You can create your own prioritization model, appropriate for your needs and business goals.

4A. Establish Criteria

Identify a set of standardized, agreed-upon factors that help indicate a theme’s importance. The number of criteria is up to you, but aim for 4–8 factors. As a starting place, pick 2 user-oriented factors and 2 business-oriented factors.

User-Oriented Examples (Pick 2)

Business-Oriented Examples (Pick 2)

Impact to the user(s)

Alignment with company strategy

% of users impacted

Market differentiation

Severity (of pain or friction)

ROI (return on investment)

Alternative solutions available

Effort (time + cost estimate)

4B. Create a Scoring Scale

Determine a scoring scale for each criterion selected. The scoring scale can be unique to each criterion or common to all. You could, for example, use a numeric scale (e.g., from 1 to 3, with 1 being a low score).

4C. Calculate and Rank

最后,为每个主题提供基于建立的标准的分数。应通知评分 - 包括在既定标准中具有专业知识的同行,以协作权衡每个主题。一旦每个主题在每个标准上得分,计算其总分并强制等级。

Calculation of the total scores can be as complex as necessary. For example, if one established criterion is more important than the others, you can weigh it higher in your final score. If all criteria are equally important, you can simply average the scores for each criterion to obtain the theme’s total score.

一旦您有强制等级,协作地将顶部主题绘制到最近的时间(Now要么Next). Themes with the lowest scores should be assigned to later time horizons (未来要么未来++). Loosely map each theme to a corresponding time horizon, then take a step back and assess the outcome. If you are creating a roadmap collaboratively, shift into open discussion. How does the roadmap look? Are there any gaps in your understanding? Does everyone agree with this outcome? Make adjustments as necessary until everyone feels confident and buys into the roadmap.

Step 5: Visualize and Share

The next step of the process is deciding how to visualize and share your roadmap. The final fidelity of your roadmap should mirror what you want to achieve and who will see it. The more specific your roadmap (and smaller the audience), the lower the fidelity of your roadmap should be. Do not spend too much time polishing it. Pick a tool that everyone can easily access (probably a spreadsheet, digital whiteboard, or slide deck) and make edits within that tool.

High-level roadmaps that are meant for stakeholders and other teams need to be higher-fidelity. In this case, create a concise, clear visual that has context, date, and a version number.

After creating a visual (of low or high fidelity), be intentional in how you share it. Return to your original roadmapping goal to define your communication strategy. Audience, culture, and workplace formality should play a crucial role as you make decisions on when, how, and what tool you use. Has your audience seen your roadmap before? If not, be sure to spend time setting context and reiterating the goal. Consider adjusting the level of detail to fit the audience and directly ask for the kind of feedback you want upfront (for example, input on the needs, alignment across teams, or resource support).

Step 6: Revisit and Update

Roadmaps are living artifacts, thus should be revisited and updated on a regular basis. Upon creating your initial roadmap, establish a routine cadence for revisiting and updating. At a minimum, most roadmaps should be revisited every month. Move finished themes fromNowto完成, update themes that have had progress made, and potentially add further clarification to future themes where preliminary work has been done. As you revise and edit, be sure to save past versions — they may come in handy when showing stakeholders progress over time.

Conclusion

Don’t be afraid to adapt this process to your needs: make it a workshop, create a hypothesis roadmap on your own then vet it with peers, or do one step a week, over the course of a month. When in doubt, always start small. Establish a clear scope and roadmap your own responsibilities. As you begin to get more comfortable with the process, involve more people and expand the practice.

Learn morein ourUX路线图的全日制课程at the UX Conference.