Strategic Technology Roadmap Worksheets
We all know that technology commercialization success starts with the end in mind, a product with market viability.
We all know that technology commercialization success starts with the end in mind, a product with market viability. However, it’s not always clear at the outset what the defense and the commercial market want from your product. Successful companies find a way to create a living technology development strategy that evolves as you learn more about your market and customers.
In this hands-on workshop, you’ll learn how to flip the narrative on traditional technology development by creating the first draft of your living technology roadmap. The roadmap will give focus and purpose to your R&D efforts, while providing your team with clear decision pathways. The technology roadmap will become the foundation of your company’s strategic plan, guiding everything from funding strategy to staffing plans.
At this workshop, you’ll learn how to maintain the roadmap as a living document within your company. You’ll also learn how to build a team to own the roadmap and guide its execution. Finally, you’ll begin to translate your roadmap into an actionable business strategy that’s rooted in your company mission and vision.
This template was created by Emily Cory.
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Idea Funnel Backlog
Works best for:
Design, Brainstorming, Agile Workflows
An Idea Funnel Backlog enables you to visualize your backlog and restrict the number of backlogged items at the top. In doing sos, you can prioritize items on your list without having to engage in unnecessary meetings or create too much operational overhead. To use the Idea Funnel Backlog, break up the funnel into different phases or treat it like a roadmap. Use the Idea Funnel Backlog as a hybrid model that combines your roadmap and backlog into one easily digestible format.
Project Timeline Template
Works best for:
Project Management
The Project Timeline Template simplifies project management. Illustrating tasks, milestones, and deliverables on a calendar visually shows teams a project's progression. One of its standout benefits is its ability to foster clarity. With this template, project milestones are translated into an easily digestible format, enabling team members to quickly comprehend the entirety of the project's scope and sequence, thereby enhancing productivity and reducing potential misunderstandings.
Strategy Diamond Template
Works best for:
Leadership, Operations, Strategic Planning
To achieve key objectives, every business assembles a series of strategies. But what elements should you consider when building a strategy? A strategy diamond is a collection of elements forming a coherent business strategy. These elements include: Arenas, Differentiators, Vehicles, Staging, and Economic Logic. Most strategic plans focus on just one or two of these elements, creating gaps that might cause problems for your business later on. A strategy diamond can help you stay focused and ensure you’re fulfilling all of your business’s needs rather than one or two.
Weekly Planner Template
Works best for:
Business Management, Project Planning
A weekly planner is a schedule that outlines your plans and activities for the week ahead. It helps you manage your time, keep track of your tasks, and organize your team on a day-to-day basis. Unlike traditional planners, which are often non-customizable, this weekly planner can be modified to suit your specific needs.
Sales Strategy Gantt Chart
Works best for:
Strategy, Planning
Creating and executing a sales strategy requires meticulous planning. The Sales Strategy Gantt Chart template helps you map out every step of your strategy, from goal setting to implementation and review. Visualize key activities, set timelines, and assign tasks to ensure your sales team stays focused and aligned. This template enables you to track progress, measure performance, and make data-driven adjustments for better sales outcomes.
Project Proposal Template
Works best for:
Project Management, Documentation, Project Planning
For any type of project, the Project Proposal template can be a crucial step toward clarifying the context, goals, and scope of a project to get stakeholder buy-in. A project proposal outlines what you want to accomplish, your goals, and how you plan to achieve them. Generally, a project proposal gives the reader some context on the project, explains why it is important, and lists the actions that you will take to complete it. Project proposals have myriad uses. Often, businesses use project proposals to get external buy-in from a donor or outside stakeholder. But many companies draw up project proposals for internal buy-in too.