Release roadmaps and portfolio roadmaps
A roadmap is always about visualizing larger chunks of a story map. The release roadmap and portfolio roadmap work great if you use releases to group user stories into tangible pieces, such as 'MVP', ' Feature X', 'Capability Y' etc.
If you have everything you want to visualize on a single story map, you can start with the 'Release roadmap' template. Don't worry - if things get serious and you need to split your backlog into multiple story maps, you can switch the template to 'Portfolio Roadmap' where multiple story maps can be linked.
💡 Tip - Learn more about Release roadmap and portfolio roadmap
💡 Tip - Learn more about How to pic the right roadmap template
How to create a release roadmap from a story map
Open the story map
Click on “Roadmap”
Select “Create new roadmap from this board”
Select roadmap template “ Link releases to roadmap cards”
Name the roadmap
Pick a roadmap structure
Organize your cards on the roadmap
Add details to roadmap cards
Add labels to roadmap cards
Prioritize on the roadmap
Step-by-step guide to create a release roadmap from a story map
First, you need to understand the connection between the story map and the linked release roadmap. When the release roadmap will be generated each releases from the story map will represent a single roadmap card on the roadmap. User stories in each release will play a crucial role in tracking progression of each releases on the roadmap.
To create roadmap from a particular story map, open the board and select “Roadmaps” then choose “Create new roadmap from this board”.
To create a release roadmap, select “Link release to roadmap cards” option and select roadmap template.
Accept the generated roadmap name or modify it. Select the desired structure of your roadmap.
The roadmap is created based on the story map you link to it, where releases and user stories associated with them are originated from. Every roadmap cards represent a release from the story map. You can proceed to clean up the roadmap and move cards into the correct column.
As you can see each roadmap cards have a status bar indicating the progression of each releases. As the execution moves forward and the team completes related user stories these status bars will accurately provide information of the current state of the development process.
Provide further details to each roadmap cards, link / unlink releases or update them on the roadmap. Access detailed status reports and estimated effort reports on each card on the roadmap. Additionally, you can customize your cards with labels to provide further information if necessary.
Switch to prioritization view and take advantage of Value vs Effort framework or RICE framework to provide more details to your roadmap.
💡 Tip - Learn more about Value vs Effort and RICE prioritization frameworks.
How to link a new release to the roadmap
Create new release on the story map
Create new card on the roadmap
Name the roadmap card
Link roadmap card to the release on the story map
Follow the release’s progression over time on the roadmap
Step-by-step guide to link a new release to the roadmap
If a new release added to the story map and you want to track its progression on the roadmap, you need to link the release to your release roadmap.
Create a new card on the roadmap in the appropriate column.
Name the new card, provide further details and link a release to it from the story map.
Click on “Link” to establish the connection.
If you successfully linked the release to your card a status bar appears on the card to indicate changes. The report will be updated according to user stories’ status changes in the linked release.