Choose the right visual reports and roadmaps for your stakeholders

No one knows your stakeholders better than you. Communicating your roadmap to stakeholders at the right level of detail is key to not only achieving buy-in around your plan, but also to the success of your relationship with them in general.

There is no "one size fits all" visualization of your strategy that works for everyone, and you must interact with a wide variety of folks that have a vested interest in your roadmap. Choosing the right visual report based on that stakeholder persona is key to plan alignment and overall partnership.

Note: This article refers to releases and features. Depending on your workspace type, you may see "schedules" and “activities" in your workspace.

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Example reports and roadmaps

As you think about the right visual report for your stakeholders, it can be useful to try out a few example options. Aha! includes over 75 example reports and roadmaps for you to choose from. You can always customize these examples to fit your needs, save them, and share them with your stakeholders.

To a list of example reports and roadmaps, navigate to Roadmaps → Overview to open your reports overview. Click Example reports to see a breakdown of available example reports, organized by report type or by record type.

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Custom brand your reports

If you are an administrator with customization permissions you can add your logo(s) to all presentations in your account by navigating to Settings ⚙️ → Account → Profile → Custom branding.

Your custom branding will appear to account users and in reports, roadmaps, and presentations.

  • Your Primary logo and optional Custom background color will appear in the top lefthand corner of your account, and at the bottom of any presentation published as a webpage.

  • Your Primary logo will also appear at the bottom of reports or roadmaps that are published as webpages. You should upload an image with a transparent background.

  • Your Secondary logo will appear at the bottom of any presentation published to PDF. You should upload an image that is visible when displayed on top of a white background.

Note: Each logo you upload should be at least 480x300 pixels and ideally in a ratio of 1.6:1.

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Create a custom dashboard

Dashboards consolidate reports, charts, and custom roadmaps into a single view. As you choose the right visual reports and roadmaps for your stakeholders, think about how you might use a dashboard to communicate that information. Would they benefit from seeing several different views on one page? You can add any list report, pivot table, chart, or custom roadmap you create to a single dashboard, then share that with your stakeholders.

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Executive sponsors and strategic programs

When you are reporting your roadmap status to an executive sponsor or a strategic program owner, they want to hear the general "are we good" summary. The level of questions will be similar to the following: "Are we on track to meet our business objectives?," or "Which success metrics are being attacked this quarter?"

Program sponsors are often transferring your roadmap information to higher-level team members, as well. For this reason, their recurring update should be a summary level. They also are looking for how they can help you, with leverage on escalations if needed.

The strategy roadmap is a valuable lead-in report for this level of stakeholder, as they are typically interested in high-level initiatives that link directly to business goals. They want to ensure that everything is on track. The strategy roadmap can stay with those high-level initiatives, or you can choose to include releases, epics and features, then expand the roadmap to show additional levels of detail.

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You can also consider the diagram report for this audience if the focus of the discussion is that strategic goals/initiatives have roadmap coverage. Have a potential drill-down view like the features roadmap at the ready for detail backup.

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Development teams

Technical teams like developers and engineers need to feel confident that they are building what matters. They want to know that there is passion and buy-in about their daily activities supporting your product, service, or program. The features roadmap is also a great way to introduce these concepts, and how both individual features and the plan roll up to important business objectives.

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Sharing this even at earlier stages of planning is also a great way to leverage the development team's expertise on slight prioritization changes for features, in case there's a key technical efficiency to be gained with development timing.

As part of the planning process, it's also important to ensure that they have all of the detail required to develop the features. In this case, a custom list report of features and requirements will be a powerful visual view to efficiently confirm that a large effort has the right level of feature definition to execute.

Finally, every development team cares about capacity. Ambitious goals are meaningless unless they are tied to a team with the bandwidth to work towards them. The capacity report breaks down each month into users and the features assigned to them. And through integrations with developer tools, development teams can populate this report with accurate effort estimations.

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Project and Program management

Managers of programs and projects are often looking for risks across products and releases. For this type of discussion across roadmap owners, the Gantt chart can be used to easily visualize key milestones across workspaces and releases and how they depend upon or affect each other.

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Quickly create dependencies across any two releases in your portfolio, to show what must be completed to keep your upcoming release on track.

For detailed status on features within a roadmap plan, use the features roadmap with feature status enabled under Customize view ⚙️. Add filters for specific initiatives or goals as needed depending on the program owner's area of responsibility and add progress bars for epics, features, and/or releases to give an exact understanding of how each project or program is developing.

Finally, project and program managers often need insight into the team's capacity for a given project. Knowing who has available bandwidth — and who is overburdened with work — helps them manage risk of deadlines slipping and make triage decisions early. The capacity report fits this need perfectly.

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Customers

For customers, you want a roadmap that creates excitement, while still sharing only what you're ready to share. Leverage the features roadmap with external dates at the level of precision you are comfortable sharing with that audience, and hide any features from the Aha! presentation that may not be committed yet.

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That "special" stakeholder

How stakeholders receive and process your roadmap message can be unique. Leverage custom reports like the custom roadmap to get just that right message format that resonates with your audience.

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All stakeholders can be unique in their needs regarding communication on your roadmap. By leveraging the work you've already done in your roadmap and saved reports for these stakeholders, you can provide just the updates everyone needs to gain passion, buy-in, and the right-sized information on the plan.

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Save your views

To save your current view, click the Save view button in the top right corner of the page. When you save a view, you will have the option to name it, choose who you wish to share your saved view with, and select if others can edit the view. The Views dropdown lets you access any view you have ever saved.

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Share your reports

With your reports and roadmaps completed, you can easily share them with your stakeholders by selecting one of the export options under the Share menu on the top-right of the screen.

  • To fold your reports into a presentation, select Add to presentation. In your presentation you can select the report's update frequency.

  • To invite people outside of your Aha! account to view your reports, select Share as webpage.

  • To export your list report for further analysis, select Export to Excel or Export to CSV. You can import from CSV to update data later.

  • For a static version of your reports, export your report to PNG image or PDF document.

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