Product management guide Product roadmap What product roadmap presentation templates do product managers use?

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What product roadmap presentation templates should product managers use?

What is a product roadmap presentation?

Building and presenting a product roadmap is an essential part of a product manager’s job. A product roadmap presentation informs stakeholders (both inside and outside the company) where a product is going and how it will get there. During the presentation, the product manager shares the roadmap and explains how the plan maps to the company’s strategy and how it will delight customers and further differentiate the company.

How do product managers use product roadmap presentations?

Product managers use roadmap presentations to communicate with a range of audiences — from executives to customers to engineering teams. The presentation can be tailored to deliver different messages depending on what is shown.

Product managers can use the presentation to show company leaders how major product themes or initiatives roll up into company-wide strategic efforts. Or it might be used to tell customers or partners what to look for in the next release and when to expect it. Alternately, the presentation can show the timing of important customer needs and feature requests to engineering teams.

Roadmap presentations are about more than just timelines and features, however. The product manager can use the time as a chance to open up a dialogue, answer questions about product direction, and listen to feedback.

What are the elements of a product roadmap presentation?

A product roadmap presentation tells the story of the product and the best ones are designed to communicate and persuade.

Here are some essential elements to include and plan for in any product roadmap presentation:

Agenda
The product roadmap shares the direction of the product. The presentation itself needs a direction as well. Product managers should consider the audience before setting and then sharing an agenda. This gives the audience an expectation for what they will see along the way. It also helps to ensure the meeting stays on track, and related but not core topics can be captured but discussed at a later date.
Purpose
Good product roadmap presentations start with a goal. Why is this information being shared with this particular audience and what is the intended takeaway? What kind of feedback would be helpful? By building the presentation with a goal-first approach, product managers can feel more confident that the presentation will be informative and well received.
Vision
Every audience will benefit from seeing the product plans in the context of the broader product strategy and direction. The roadmap presentation connects the work to the strategy and explains the “why” behind the plan. Product managers may want to include the high-level product vision upfront — information about the product’s business model, goals, initiatives, personas, and competitors.
Audience-aware
Presentations should be customized according to the audience and intended outcome. For example, a confidential presentation to the sales team might focus on high-level concepts and include a detailed conversation about the benefits of the new functionality, clear guidance on when it will be available, and how to talk with customers about it. But a public-facing customer roadmap might include only a general description of features and an approximate date range when they will be released.
Roadmaps
The roadmap is, of course, the crux of the product roadmap presentation. Product managers may choose to use multiple roadmap templates at varying levels of detail. Again, these will be customized by audience. A board of directors might want to see a portfolio or strategy roadmap, for example, while the IT team will be more interested in a release roadmap.
Feedback
Presenting a product roadmap gives the product manager an opportunity to answer questions and get valuable feedback from both internal and external audiences. Every presentation should allot time for questions, answers, and comments.
Shareability
Some may find the presentation is even more valuable after it is presented. It can even become a reference point going forward. For this reason it is important to consider shareability, such as the appropriate access permissions and expectations for how frequently it will be updated.

What are some examples of a product roadmap presentation template?

There is no such thing as a “universal” template — the audience will dictate how the product manager develops the presentation. For example, a presentation to a company’s customer advisory board will look very different from one to the development team. That said, there are best practices that product managers can follow. And in all situations, the audience will be able to share valuable feedback on what is being presented.

The first step in selecting the right product roadmap presentation template is identifying the audience. Then, it is possible to reference these best practices to create a custom guide for future presentations — you can also get started quickly by using roadmap templates.

Here are a few examples of roadmap presentation templates:

Template to present roadmap plan to executive and advisory boards

Who is the presentation for?
Executives and advisory boards
What are the goals?
Communicate high-level themes — product direction, investment areas, and release timelines across products
How to connect to vision?
Show the relevance to your company’s strategy — the market landscape, business model, and goals and initiatives.
What roadmaps should be used?
Include high-level views — portfolio view showing planned releases mapped to products and strategic initiatives
How should the roadmaps be customized?
Show general information — timelines for major bodies of work
How widely should it be shared?
Limit sharing — mark as confidential and update quarterly
Example of a Portfolio Roadmap
Example of a Portfolio Roadmap

Template to present roadmap plan to marketing team

Who is the presentation for?
Marketing
What are the goals?
Communicate cross-functional factors — Go-to-Market planning
How to connect to vision?
Connect to product strategy — goals and initiatives, competitors, personas
What roadmaps should be used?
Include planned work — quarterly initiatives roadmap that highlights goals
How should the roadmaps be customized?
Highlight timeframes — features and releases
How widely should it be shared?
Limit sharing — mark as confidential and update according to release status
Example of an Inititiatives Roadmap Showing Goals
Example of an Inititiatives Roadmap Showing Goals

Template to present roadmap plan to engineering and IT teams

Who is the presentation for?
Engineering and IT
What are the goals?
Communicate timing — capacity planning estimation
How to connect to vision?
Connect to product strategy — goals and initiatives mapped to planned features
What roadmaps should be used?
Include planned work — features roadmap sorted by type, showing status with internal release dates
How should the roadmaps be customized?
Highlight details — information about features, release dates, requirements
How widely should it be shared?
Limit sharing — mark as confidential and update according to release status
Example of a Features Roadmap Showing Status and Internal Release Dates
Example of a Features Roadmap Showing Status and Internal Release Dates

Template to present roadmap plan to sales and support teams

Who is the presentation for?
Sales and support
What are the goals?
Communicate timing — closing deals and customer enablement
How to connect to vision?
Customer and partner details — initiatives mapped to release phases
What roadmaps should be used?
Include planned work — release roadmap with phases and dependencies for cross-functional efforts
How should the roadmaps be customized?
Highlight timeframes — features and releases
How widely should it be shared?
Limit sharing — mark as confidential and update according to release status
Example of a Release Roadmap Showing Cross-functional Dependencies
Example of a Release Roadmap Showing Cross-functional Dependencies

Template to present roadmap plan to customers

Who is the presentation for?
Customers
What are the goals?
Communicate product direction — upcoming functionality and major themes
How to connect to vision?
Customer-centric details — initiatives mapped to release phases
What roadmaps should be used?
Include planned work — custom roadmap showing major milestones and idea prioritization
How should the roadmaps be customized?
Show general information — quarterly release dates
How widely should it be shared?
Semi-public — gateway as needed and update quarterly
Example of a Custom Roadmap Showing Initiatives By Quarter
Example of a Custom Roadmap Showing Initiatives By Quarter

Template to present roadmap plan to partners

Who is the presentation for?
Partners
What are the goals?
Communicate product direction — upcoming functionality and major themes
How to connect to vision?
Partner-centric details — initiatives mapped to release phases
What roadmaps should be used?
Include planned work — features roadmap filtered to show partner-centric planned work with external release dates
How should the roadmaps be customized?
Show general information — quarterly release dates with dependencies
How widely should it be shared?
Confidential or semi-private — gateway as needed and update quarterly
Example of a Features Roadmap Showing External Release Dates
Example of a Features Roadmap Showing External Release Dates

Template to present roadmap plan to analysts and media

Who is the presentation for?
Analysts and media
What are the goals?
Communicate high-level product direction — upcoming functionality and major themes that show differentiation
How to connect to vision?
Market-centric details — personas and initiatives mapped to release phases
What roadmaps should be used?
Include planned work — custom roadmap showing upcoming themes and major milestones
How should the roadmaps be customized?
Show general information — quarterly release dates
How widely should it be shared?
Limit sharing — mark as confidential
Example of a Custom Roadmap Showing Upcoming Product Themes
Example of a Custom Roadmap Showing Upcoming Product Themes

What tools do product managers use to build roadmap presentations?

Every product roadmap presentation will have a specific purpose guided by its target audience. However, building many customized presentations can be a time-consuming process.

Some product managers use roadmapping software to centralize their product planning and feature definition and keep it up-to-date. Depending on the processes and resources used within the organization, the product manager may need to aggregate information from multiple sources, such as spreadsheets, documents, other presentations, and design tools. Using software built for product management also makes it easy to share the product roadmap plans securely with a target audience.

Regardless of whether roadmapping software or a manual process is used, roadmap presentation templates come in handy. By developing a solid understanding of the audience and the goal of the presentation, product managers can create templates using these best practices to successfully communicating their product plans. And the best part is that they can be reused the very next time a roadmap presentation is needed.

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