Files
pm-claude-skills/exports/aider/pm-planning/roadmap-presentation/roadmap-presentation.md
T
mohitagw15856 036511ab3e Windsurf + Aider targets, MCP server, and demo placement (#33)
Broadens both reach (more tools) and content types (an MCP server), continuing
the multi-platform story.

Windsurf + Aider:
- build-exports.mjs gains two platforms: exports/windsurf/*.md (workspace rules,
  trigger: model_decision) and exports/aider/*.md (conventions for `aider --read`).
  Now 5 platforms (ChatGPT, Gemini, Cursor, Windsurf, Aider).
- install.sh + bin/cli.mjs install both (windsurf -> .windsurf/rules, aider ->
  .aider/skills with a --read hint); generated README index is excluded from copies.
- One-line windsurf-install.sh / aider-install.sh wrappers for parity.

MCP server (new content type):
- mcp/server.mjs — zero-dependency stdio MCP server exposing list_skills,
  search_skills, get_skill. Published as a second bin (pm-claude-skills-mcp).
  Logs to stderr; reads bundled skills/ at startup. mcp/README.md documents
  client config.

Also: README hero "See it in action" demo placement (ready to swap in a GIF;
recording guide in web/docs-assets/README.md), Works-With table + exports +
install docs updated, CHANGELOG Unreleased. package.json files/bin updated.


Claude-Session: https://claude.ai/code/session_016JWn5jRD5tcEFKrubjQ6Px

Co-authored-by: Claude <noreply@anthropic.com>
2026-06-17 23:15:38 +01:00

5.0 KiB
Raw Blame History

Roadmap Presentation Skill

Build roadmaps that tell a strategy story — not just a list of features with dates. Every roadmap output is audience-calibrated: executives get outcomes, teams get specificity, customers get value.

Required Inputs

Ask the user for these if not provided:

  • Audience (executive/board, cross-functional, engineering, customers — changes format significantly)
  • Prioritised initiative list with rough timelines or quarters
  • Company OKRs or strategic goals (to anchor the narrative)
  • Period covered (Q1, H1, full year, etc.)

Audience Calibration

Always ask who the audience is before building:

Audience They care about Format
Executive / Board Business outcomes, revenue, risk, strategic alignment Outcome-led, 3 columns (Now / Next / Later), no sprint detail
Cross-functional stakeholders Dependencies, timelines, their team's involvement Theme-based, with dependency callouts
Engineering team Specificity, sequencing, technical constraints Detailed, with epics and rough sizing
Customers / External Value delivered, no internal detail Benefits-focused, no dates — "Coming soon / In progress / Done"

The Now / Next / Later Framework

Standard output structure:

NOW (Current quarter — high confidence, committed)

  • What we're building and why
  • Expected outcomes

NEXT (Following quarter — medium confidence, directional)

  • Themes and initiatives
  • Key hypotheses being tested

LATER (612 months — low confidence, aspirational)

  • Strategic bets
  • Dependencies that need to resolve first

⚠️ Never put specific dates on "Later" items. Use quarters or halves.


Roadmap Narrative Template

Every roadmap needs a narrative, not just a timeline. Structure it as:

  1. Where we are — current product state and key metrics
  2. The problem we're solving — what's holding customers or the business back
  3. Our strategic bets — the themes that guide this roadmap
  4. What we're building — Now / Next / Later breakdown
  5. How we'll know it's working — success metrics per theme
  6. What we're not doing — explicit deprioritisation with rationale

Output Format

Product Roadmap — [Product Area] — [Quarter/Year]

Audience: [Executive / Team / Customer] Roadmap Owner: [PM Name] Last Updated: [Date] Confidence Level: Now = High | Next = Medium | Later = Low


Strategic Context:

[23 sentences: what company/product goal does this roadmap serve?]

Guiding Themes This Period:

  1. [Theme 1] — [1-line rationale]
  2. [Theme 2] — [1-line rationale]
  3. [Theme 3] — [1-line rationale]

NOW — [Quarter]

Theme Initiative Outcome Expected Team Status
[Theme] [What we're building] [Metric it moves] [Owner] In Progress / Starting

NEXT — [Quarter]

Theme Initiative Hypothesis Dependencies
[Theme] [What we plan to build] [If we build X, we expect Y] [What needs to be true first]

LATER — [H2 / Next Year]

Theme Strategic Bet Why Later
[Theme] [What we might build] [What's blocking or uncertain]

What We're NOT Building (and Why):

  • [Requested initiative] — Deprioritised because: [reason]
  • [Requested initiative] — Deprioritised because: [reason]

Success Metrics for This Roadmap:

Metric Now Target End of Year Target
[Metric] [X] [Y]

Guidelines

  • Never let a roadmap become a commitment list — frame everything outside "Now" as directional
  • Always include a "not doing" section — it prevents the roadmap from becoming a wish list in disguise
  • For executive audiences: lead with the outcome the roadmap delivers to the business, not the features
  • Recommend a roadmap review cadence: monthly for Now items, quarterly for Next/Later
  • If dates are demanded for Later items: use quarters (Q3 2026), not specific dates

Quality Checks

  • Format matches the audience (executives don't get sprint-level detail)
  • NOW items are committed with owners; NEXT items are directional; LATER items are aspirational
  • "What We're NOT Building" section has at least 2 items with rationale
  • Success metrics are specified per theme (not just a list of features)
  • Language is free of internal jargon — tested by asking: "could an external stakeholder understand this?"

Anti-Patterns

  • Do not put specific dates on NEXT or LATER items — use quarters or halves to signal appropriate confidence levels
  • Do not show the same level of detail to executives and engineers — calibrate depth to audience or you lose both
  • Do not omit the "What We're NOT Building" section — a roadmap without explicit deprioritisation becomes a wish list
  • Do not present LATER items as commitments — frame everything outside NOW as directional, not promised
  • Do not skip the success metrics section — without it, stakeholders cannot evaluate whether the roadmap is working