How to Build Great Strategic Roadmaps in Acuity PPM (2020)

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This video is based on the blog post: acuityppm.com/do-you-have-a-p...
PPM 101 - Do You Have a Portfolio Roadmap to Communicate Value?
What is a portfolio roadmap?
The portfolio roadmap is a graphical depiction of the portfolio shown on a timeline. When combined with other metadata, it can be a powerful tool for communicating what is in the portfolio and when work is expected to be completed.
Why are portfolio roadmaps important?
The portfolio roadmap is an important communication tool both for senior leadership and for the rest of the organization. Good portfolio roadmaps can be easily understood with little additional commentary. Organizations that do not produce good portfolio roadmaps often do a poor job of communicating strategic performance across the organization. Without a clear portfolio roadmap, senior leaders will not be well informed to manage the portfolio and may authorize the wrong projects at the wrong time.
When are portfolio roadmaps used?
A portfolio roadmap can be used at both a strategic and tactical level in the following ways:
1) Annual planning (strategic) - during annual planning meetings, senior leaders can zoom out and view a longer time horizon on the portfolio roadmap to see when certain projects complete or when products launch and use this information to evaluate when to initiate new projects.
2) Portfolio review meetings (strategic) - periodic portfolio review meetings give senior leaders the opportunity to evaluate the long-term view of the portfolio in support of strategic planning discussions. At these times, decisions may be made whether to cancel in-flight projects or re-prioritize certain projects in the portfolio.
3) Stage-Gate meetings (strategic) - Stage-Gate (or Phase-Gate) meetings are another place where portfolio roadmaps can add incredible value. All proposed projects should be compared to the portfolio roadmap in order to ensure that the proposed timing will meet strategic needs and not conflict with other project milestones.
4) Status review meetings (tactical) - At a tactical level, a portfolio roadmap can be used in status review meetings to zoom into a shorter time horizon and review milestone status of projects. This can be far more effective than reviewing status reports alone.
5) Project manager meetings (tactical) - By looking at near-term milestones, Project Managers can have real-time tactical discussions to ensure that current milestone performance does not impact other dependent projects.

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