Producing a stakeholder export

This playbook turns the roadmap on your screen into a file that is ready to send.

Use this when

• You need a roadmap deck, report, or image set for an audience.
• The roadmap content is ready; you are now packaging it.

What you need before starting

• A roadmap that has passed a health check.
• A clear audience, and a clear answer to "what should this file let them do?".

Step-by-step flow

1. Set the canvas. Choose the layout and detail level the audience needs. Clear any filters you do not want carried into the file.
2. Choose the preset. In Share, open the export preset selector and pick the preset that matches the audience.
3. Apply branding (Pro). If the file goes outside your team, set up the brand kit in Config first.
4. Pick the format by intent:
   • PowerPoint — they should be able to edit and re-present it.
   • PDF — they should read it, not change it.
   • One-page executive PDF — a leadership skim (Pro).
   • PNG package — images to drop into chat or email.
   • Figma-ready SVG — a designer will work with it.
5. Export and check the file. On the desktop, use Show in folder and open the file before you send it.

What good looks like

• The format matches what the audience should do with the file.
• The file contains the sections that audience needs, and not the others.
• Filters did not silently drop items the audience expected to see.
• Branding, if used, looks intentional.

Common traps

• Sending a PowerPoint when you did not want the roadmap edited.
• Exporting with a stray filter still applied.
• Shipping the file without opening it once.

Related guide pages

• Share — exports and transfer
• Export presets
• Brand kit