roadmap-planning

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Chinese
Build roadmaps organized by outcomes, not feature lists. A roadmap answers "what problems are we solving and in what order?" — not "what features will we ship and when?" Dates on a roadmap beyond 6 weeks are fiction. Treat them that way.
创建以成果为核心的路线图,而非功能列表式路线图。路线图要回答的是“我们要解决哪些问题,优先级如何?”——而非“我们将发布哪些功能,何时发布?”。路线图中超过6周的日期都是不切实际的,应以此态度对待。

Now / Next / Later

Now / Next / Later

Three time horizons, decreasing in certainty:
三个时间维度,确定性依次降低:

Now (Committed — this cycle)

Now(已承诺——当前周期)

  • Currently in progress or about to start
  • Fully shaped: problem defined, solution scoped, appetite set
  • Team assigned, expected to ship this cycle
  • 1-3 items maximum
  • 正在进行中或即将启动
  • 已完全成型:问题已明确,解决方案范围已确定,资源分配已明确
  • 已分配团队,预计在当前周期内交付
  • 最多1-3项内容

Next (Shaped — next 1-2 cycles)

Next(已成型——未来1-2个周期)

  • Problem validated, solution partially shaped
  • Not yet assigned to a team
  • May change based on what we learn from "Now" items
  • 3-5 items maximum
  • 问题已验证,解决方案已初步成型
  • 尚未分配团队
  • 可能会根据“Now”阶段的成果进行调整
  • 最多3-5项内容

Later (Raw — ideas worth exploring)

Later(待孵化——值得探索的想法)

  • Problems we believe are real but haven't validated
  • No solution shaped yet
  • Will be promoted to "Next" when evidence supports it, or killed
  • No limit, but prune quarterly
  • 我们认为真实存在但尚未验证的问题
  • 尚未形成解决方案
  • 当有足够证据支持时,将升级为“Next”阶段,否则将被淘汰
  • 数量无上限,但需每季度进行清理

Roadmap Items Are Outcomes, Not Features

路线图条目是成果,而非功能

Each roadmap item is framed as a problem to solve or an outcome to achieve:
Bad (feature-list roadmap):
  • Build team collaboration features
  • Add CSV export
  • Redesign settings page
Good (outcome-based roadmap):
  • Reduce time-to-first-value for team signups from 15 min to under 5 min
  • Enable users to get their data out without contacting support
  • Reduce settings-related support tickets by 50%
The solution emerges during shaping, not during roadmap planning.
每个路线图条目都应围绕要解决的问题或要达成的成果来构建:
错误示例(功能列表式路线图):
  • 开发团队协作功能
  • 添加CSV导出功能
  • 重新设计设置页面
正确示例(基于成果的路线图):
  • 将团队注册的首次价值获取时间从15分钟缩短至5分钟以内
  • 让用户无需联系支持即可导出数据
  • 将与设置相关的支持工单减少50%
解决方案会在规划成型阶段逐步明确,而非在路线图规划阶段就确定。

Shape Up Cycle Planning

Shape Up 周期规划

For teams using Shape Up cycles:
  1. Betting table: Leadership reviews shaped pitches and bets on what to build next cycle. Not everything gets picked.
  2. Cool-down: 1-2 weeks between cycles for bug fixes, exploration, and shaping future work.
  3. No carry-over: Work that doesn't ship in a cycle is not automatically carried over. It must be re-pitched.
对于采用Shape Up周期的团队:
  1. 投注评审(Betting table):领导层评审已成型的方案提案,选定下一个周期要开发的内容。并非所有提案都会被选中。
  2. 冷却期(Cool-down):周期之间预留1-2周时间,用于修复漏洞、探索新方向和规划未来工作。
  3. 无自动延续:未在当前周期交付的工作不会自动延续到下一个周期,必须重新提案。

Presenting the Roadmap

路线图的展示

Keep it to one page or one screen. If your roadmap needs scrolling, it's too detailed.
Format as a simple table:
HorizonOutcomeEvidenceStatus
NowReduce onboarding drop-off to under 30%5 interviews, 60% current drop-offIn progress, week 2/3
NextEnable self-serve data export12 support tickets/monthShaped, needs team
LaterMulti-workspace support3 enterprise prospects requestedUnvalidated
将路线图控制在一页或一屏内。如果需要滚动查看,说明内容过于详细。
采用简单表格格式:
时间维度成果依据状态
Now将新用户流失率降至30%以下5次用户访谈,当前流失率为60%进行中,第2/3周
Next支持自助式数据导出每月收到12相关支持工单已成型,待分配团队
Later多工作区支持3个企业客户提出需求未验证

Guidelines

指导原则

  • CRITICAL: NEVER put dates on roadmap items beyond 6 weeks. You don't know and pretending you do erodes trust.
  • NEVER build a feature-list roadmap. Organize by outcomes and problems.
  • ALWAYS limit "Now" to 1-3 items. If you're working on 8 things, you're finishing none of them.
  • NEVER let "Later" items skip to "Now" without shaping and evidence.
  • ALWAYS prune "Later" quarterly. Kill items that haven't gained evidence in 3 months.
  • ALWAYS review and update the roadmap at the start of every cycle, not just quarterly.
  • NEVER present a roadmap without evidence for each item. A roadmap without evidence is a wish list.

Built on Shape Up (Basecamp) cycle planning and the Now/Next/Later framework. Skills from productskills.
  • 关键:绝不要在路线图中为超过6周的条目设置固定日期。你无法预知未来,假装知道会损害信任。
  • 绝不要创建功能列表式路线图。始终围绕成果和问题进行组织。
  • 始终将“Now”阶段的条目限制在1-3项。如果同时推进8项工作,最终可能一项都完不成。
  • 绝不要让“Later”阶段的条目跳过成型和验证直接进入“Now”阶段。
  • 始终每季度清理“Later”阶段的条目。淘汰3个月内未获得足够证据支持的内容。
  • 始终在每个周期开始时回顾并更新路线图,而非仅在季度末进行。
  • 绝不要展示没有依据的路线图。没有依据的路线图只是愿望清单。

基于Basecamp的Shape Up周期规划方法和Now/Next/Later框架构建。技能源自productskills