Roadmaps

A good roadmap helps communicates the mission and strategy of an organization or initiative. Building and curating a roadmap is a great way to lead a diverse group of internal and external stakeholders to meet an objective.

The book Product Roadmaps Relaunched by Lombardo, McCarthy, Ryan, and Connors is highly recommended to provide context to the examples provided here. When presented to stakeholder groups, each section should distilled into a single page or slide with only those parts that are relevant to the stakeholders. The book does a great job of describing how to build stakeholder-specific views of a roadmap.

Below is an example of a roadmap for a person's life, which is even more complicated than a business venture. Use this example is your starting point. Just copy and paste it into your favorite word processor and start editing. In fact, make two - one for yourself — your own lifemap — and one for for your business venture.

EXAMPLE: A Roadmap To Life

Roadmaps are helpful for managing complex projects and there is little that is more complex than our own lives. When you start to feel lost in life, like you are adrift without anchor, it can be helpful to reflect on the journey of your life to gain some perspective on where you wish the journey to meander and flourish. This example explores the components of a life-map (roadmap for a life) as a set of examples that you are encouraged to copy and modify.

Preamble

The first part of a life-map is the preamble. It expresses the vision, mission and strategy for living a great life. The project end date, a disclamer about flexibility, and an (optional) inspiring quote round out the preamble’s information.

Vision: A well lived journey to find and be myself (anew each day) that ends in peace and a sense of excitement for what comes next.

Project End: Undefined; live thusly.

Mission: Experience life by mindfully living a series of explorations, adventures, creative expressions, and periods of relaxation and reflection from which a vacation is not needed.

Strategy: Make value aligned decisions from a deathbed perspective that keeps options open. Treat regrets as having found a boundary and mistakes as the pathway to mastery and success.

"The proper function of man is to live, not to exist. I shall not waste my days in trying to prolong them. I shall use my time." — Jack London

Disclaimer: This life is a work in progress that remains flexible to God’s plan. Not all goals will be reached nor values perfectly manifested.

Core Values

Core values provide more structure and detail to the preamble. The goal is to identify the large goals and milestones that matter most to your life.

Physical Health

Diet
Exercise
Medical (aging, illness, and conditions)
Safety

Mental Health

Emotional
- Manage depression & anxiety
- Stop self judgement
- Let go of judgements by others
Spiritual
- Mindfulness, insight, and enlightenment
- Peace with aging and death
Education
- Lifelong learning
- Well read
- Well-traveled

Relationship Health

Self-sufficiency – Fixing self is the pathway to helping others
See stakeholder list
Service to others
- Teachable moments
- Learnable moments
- Conduit for God-love
  - Non-judgement
- Shared experiences
- Altruistic; not for praise

Financial Health

Well managed wealth
- Make funds last while doing all I want to do
- Add to family chest(s)
Leave more structure
Capture family investment and wealth management wisdom

Chronology

You cannot expect to concentrate on everything at once, so it is helpful to arrange your life goals into three to five chronological buckets. The minimal set of three are:

Now – What you are currently doing.
Next – What you intend to do next.
Later – What you are considering for more distant future.

You may also add two additional buckets

Accomplished – What you have already achieved.
Considering – What you have not yet committed to doing.

Kanban Example

Kanban boards are a helpful way to combine values and chronology. Boards like this are not the only way to lay out a life map and they are just a snapshot in time. The process of evaluating and updating the board to reflect your current status and future plans is what really matters most.

This is an example of a kanban with chronology represented as columns and value-based “swim lanes” represented as rows. At the intersection of a time and value is something more specific. It could be a goal, milestone, action item.

The additional Accomplished and Considering buckets can be added as columns on the Kanban or just maintained as separate lists. Tagging list entries in these buckets with the value(s) to which the item applies is helpful to see and manage a healthy balance.

Stakeholders

A stakeholder list is an important element of any roadmap. In the case of a life-map, it provides a list of the people that intersect with your life.

It may seem wrong to put yourself first and God last, but until you take care of yourself you are nothing more than a burden to everyone else. And since God dwells within us all, He is being served whenever we serve another or ourselves. Finally, according to most religions (and science) all stakeholders are ultimately one. Thus, striving to put your own needs first (but not wants because wants cause suffering) allows you to give from a place of abundance and peace.

Self
Family
- Marriage
- Kids
- Parents
- Extended Family
Community
- Friends
- Colleagues
- Neighbors
- Countrymen
God
- Planet Earth (environment)
- Humanity

Primary Routes

Sticking with the roadmap metaphor, the primary routes are the roadways over which life’s journey will unfold. You travel the routes alone or with others; your destinations are the values you previously established.

Helping Others

Giving altruistically to others – without an expectation of gratitude or reciprocation – produces more profound feelings of joy than anything else in life.

Providing (food, clothes, shelter)
Teaching
Apprenticing / practicing
Sharing a drink or a meal
Showing up to events

Self Care

Giving altruistically is much easier when your own needs are met. It may seem selfish, but by taking care of yourself first you position yourself to give from a place of strength. Specifically the strength to give without the need for thanks or reciprocation.

Relaxation and Recreation

Napping
Reading
Puzzles & games
Video games
Traveling
Time with family & friends
Movies & TV
Music – Listening & dancing
Sports
- Gym – weights, stretching
- Swimming, walking, hiking
- Tennis, racquetball, or pickle ball?

Commune with nature

Walking
Hiking
Sitting outside
Camping
Sailing
Gardening
Fishing
Tubing
Swimming
Kayaking
Timber & farm cruising

Making a Living

Our modern age demands that we learn to provide for ourselves and others. For most, this is a job that earns a paycheck, but making a living can also entail being a home-maker, stay-at-home parent, caregiver, or a volunteer. Even if you are dependent on someone else for most things, you still have something to contribute and that is how you make your living.

These examples are for those with typical jobs outside of the home.

Pre-retirement

Working is a matter of turning energy and personal gifts into assets that will later provide a passive income
Balance work with the rest of life

Post-retirement

Do only what you enjoy doing
Short term / part-time positions only
Value your time and charge accordingly
Do only wholesome work; no predatory, unethical, or illegal activities

Artistic expression

Writing
- Books
- Blogs
- Standards and policy
Cooking
Coding
Pottery
Photography
Whittling
Drawing

Share Your Map

Sharing your life-map with family and friends helps in several ways. It lets others understand where you are headed. When they understand, they can be more effective in helping you achieve your goals. They might also suggest changes and refinements that you had not considered. Sharing it with others also helps you feel more accountable.

Make a calendar event once a month, quarter, or year to review your:

Preamble
Core values
Stakeholders
Primary Routes
Kanban boards

Updated Kanban Example

With the addition of stakeholders and routes, you can embellish the Kanban to illustrate how and with/for whom you plan to achieve your milestones.

This is an example of a kanban that has been extended with information about the related Primary Routes and/or Stakeholders involved in the effort.

Maintaining multiple Kanban boards can be helpful for managing at different levels of granularity. You might have one in which Now, Next, and Later correspond to 1 year, 3-5 years, and 5+ years. Another might define those same categories as 1 day, this week, and this month respectively. If and how you use Kanban boards is a personal choice.

Other roadmap examples that you can download:

Family Docent - Example of a family office roadmap.

Report abuse