Roadmap health review
This playbook is a focused pass to raise the quality of a roadmap before it goes in front of anyone.
Use this when
- A roadmap review is coming and you want no surprises.
- A roadmap has grown messy and needs a cleanup pass.
What you need before starting
- A roadmap with most of its items already added.
- About twenty minutes of focus.
Step-by-step flow
- Open Check. Read the health score and note whether it is red, amber, or green.
- Clear critical issues first. They cost the most and usually matter most. Use each issue's action button to jump to the item, fix it, and return.
- Work the categories. Use the category chips to handle one kind of issue at a time: Ownership, then Planning, then Risk, then the rest.
- Look hard at low-confidence P0s. These are the items most worth a conversation. Decide whether each is a real commitment or needs reframing.
- Check overdue targets. For each overdue item, either update the target period or change the status to reflect reality.
- Re-read the score. Confirm it has moved and that nothing critical remains.
What good looks like
- No critical issues remain.
- Every item has an owner and a horizon.
- Overdue targets are either updated or honestly marked.
- The score is green, or amber for a genuine reason you can explain.
Common traps
- Editing items to make the score rise without making the roadmap truer.
- Treating warnings as noise. A cluster of warnings is usually a real gap.
- Doing the review the morning of the meeting, with no time to act on it.