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.
Clear the shared gaps in one action
Use Fix together above the list. Missing owners, missing horizons and missing or overdue targets go as a batch, not one at a time.
Work the categories
Use the category chips to handle what is left, one kind 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
Fix together will select them all; decide whether they need a new target or an honest status, and set the date for the ones that do.
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. Fix together makes this faster too — setting one date across forty items you have not thought about is still not a plan.
- 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.