Roadmap and Action plan


What is it about?

A roadmap is a visualization of your strategic plan. It captures activities you will complete within a given time frame. It communicates upcoming work in one view. You can use a roadmap to drive conversations. It can be your guide for prioritizing work, allocating resources, and tracking dependencies.

Why is it relevant?

There is an inspirational adage that says, “People don’t plan to fail. Instead they fail to plan.” Because you certainly don’t want to fail, it makes sense to take all of the steps necessary to ensure success, including developing an action plan.

There are lots of good reasons to work out the details of your organization’s work in an action plan, including:

  • To lend credibility to your organization. An action plan shows internal stakeholders that your organization is well ordered and dedicated to getting things done.
  • To be sure you don’t overlook any of the details
  • To understand what is and isn’t possible for your organization to do
  • For efficiency: to save time, energy, and resources in the long run
  • For accountability: To increase the chances that people will do what needs to be done

Steps to conduct this activity

Step 1. Action plan overview

Develop a framework that will organise your key objectives and detail them into a set of specific actions.

You may want to use the following template or develop your own.