roadmap-update

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Roadmap Update

产品路线图更新

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Update, create, or reprioritize a product roadmap.
如果你看到不熟悉的占位符或需要查看已连接的工具,请参阅CONNECTORS.md
更新、创建或重新规划产品路线图的优先级。

Usage

使用方法

/roadmap-update $ARGUMENTS
/roadmap-update $ARGUMENTS

Workflow

工作流程

1. Understand Current State

1. 了解当前状态

If ~~project tracker is connected:
  • Pull current roadmap items with their statuses, assignees, and dates
  • Identify items that are overdue, at risk, or recently completed
  • Surface any items without clear owners or dates
If no project management tool is connected:
  • Ask the user to describe their current roadmap or paste/upload it
  • Accept any format: list, table, spreadsheet, screenshot, or prose description
如果已连接项目追踪工具
  • 拉取当前路线图项及其状态、负责人和日期
  • 识别逾期、存在风险或近期已完成的项
  • 找出没有明确负责人或日期的项
如果未连接项目管理工具:
  • 请用户描述其当前路线图,或粘贴/上传相关内容
  • 接受任何格式:列表、表格、电子表格、截图或文字描述

2. Determine the Operation

2. 确定操作类型

Ask what the user wants to do:
Add item: New feature, initiative, or work item to the roadmap
  • Gather: name, description, priority, estimated effort, target timeframe, owner, dependencies
  • Suggest where it fits based on current priorities and capacity
Update status: Change status of existing items
  • Options: not started, in progress, at risk, blocked, completed, cut
  • For "at risk" or "blocked": ask for the blocker and mitigation plan
Reprioritize: Change the order or priority of items
  • Ask what changed (new information, strategy shift, resource change, customer feedback)
  • Apply a prioritization framework if helpful — see Prioritization Frameworks below for RICE, MoSCoW, ICE, and value-vs-effort
  • Show before/after comparison
Move timeline: Shift dates for items
  • Ask why (scope change, dependency slip, resource constraint)
  • Identify downstream impacts on dependent items
  • Flag items that move past hard deadlines
Create new roadmap: Build a roadmap from scratch
  • Ask about timeframe (quarter, half, year)
  • Ask about format preference (Now/Next/Later, quarterly columns, OKR-aligned) — see Roadmap Frameworks below
  • Gather the list of initiatives to include
询问用户想要执行的操作:
添加项:向路线图添加新功能、举措或工作项
  • 收集信息:名称、描述、优先级、预估工作量、目标时间范围、负责人、依赖项
  • 根据当前优先级和产能建议合适的位置
更新状态:更改现有项的状态
  • 选项:未开始、进行中、存在风险、受阻、已完成、取消
  • 对于“存在风险”或“受阻”状态:询问阻碍因素和缓解计划
重新规划优先级:更改项的顺序或优先级
  • 询问发生了哪些变化(新信息、战略调整、资源变化、客户反馈)
  • 如有帮助,应用优先级框架——下文的优先级框架部分包含RICE、MoSCoW、ICE以及价值-工作量矩阵
  • 展示调整前后的对比
调整时间线:更改项的日期
  • 询问原因(范围变更、依赖项延迟、资源限制)
  • 识别对依赖项的下游影响
  • 标记超过最终期限的项
创建新路线图:从零开始构建路线图
  • 询问时间范围(季度、半年、年度)
  • 询问格式偏好(Now/Next/Later、季度列、与OKR对齐)——请参阅下文的路线图框架
  • 收集需要包含的举措列表

3. Generate Roadmap Summary

3. 生成路线图摘要

Produce a roadmap view with:
生成包含以下内容的路线图视图:

Status Overview

状态概览

Quick summary: X items in progress, Y completed this period, Z at risk.
快速摘要:X项进行中,Y项已在本周期完成,Z项存在风险。

Roadmap Items

路线图项

For each item, show:
  • Name and one-line description
  • Status indicator (on track / at risk / blocked / completed / not started)
  • Target timeframe or date
  • Owner
  • Key dependencies
Group items by:
  • Timeframe (Now / Next / Later) or quarter, depending on format
  • Or by theme/goal if the user prefers
每个项需展示:
  • 名称和一行描述
  • 状态标识(按计划推进/存在风险/受阻/已完成/未开始)
  • 目标时间范围或日期
  • 负责人
  • 关键依赖项
可按以下方式分组:
  • 时间范围(Now / Next / Later)或季度,取决于格式
  • 或按主题/目标(如果用户偏好)

Risks and Dependencies

风险与依赖项

  • Items that are blocked or at risk, with details
  • Cross-team dependencies and their status
  • Items approaching hard deadlines
  • 受阻或存在风险的项及其详情
  • 跨团队依赖项及其状态
  • 临近最终期限的项

Changes This Update

本次更新的变更内容

If this is an update to an existing roadmap, summarize what changed:
  • Items added, removed, or reprioritized
  • Timeline shifts
  • Status changes
如果是对现有路线图的更新,总结变更点:
  • 添加、移除或重新调整优先级的项
  • 时间线调整
  • 状态变化

4. Follow Up

4. 后续跟进

After generating the roadmap:
  • Offer to format for a specific audience (executive summary, engineering detail, customer-facing)
  • Offer to draft communication about roadmap changes
  • If project management tool is connected, offer to update ticket statuses
生成路线图后:
  • 提供针对特定受众的格式化服务(高管摘要、工程细节、客户面向版本)
  • 提供路线图变更的沟通文案起草服务
  • 如果已连接项目管理工具,提供更新工单状态的服务

Roadmap Frameworks

路线图框架

Now / Next / Later

Now / Next / Later

The simplest and often most effective roadmap format:
  • Now (current sprint/month): Committed work. High confidence in scope and timeline. These are the things the team is actively building.
  • Next (next 1-3 months): Planned work. Good confidence in what, less confidence in exactly when. Scoped and prioritized but not yet started.
  • Later (3-6+ months): Directional. These are strategic bets and opportunities we intend to pursue, but scope and timing are flexible.
When to use: Most teams, most of the time. Especially good for communicating externally or to leadership because it avoids false precision on dates.
最简单且通常最有效的路线图格式:
  • Now(当前迭代/月度):已承诺的工作。对范围和时间线有高度信心。这些是团队正在积极开发的内容。
  • Next(未来1-3个月):计划中的工作。对内容有较好的信心,但对具体时间信心不足。已确定范围并划分优先级,但尚未启动。
  • Later(3-6个月及以后):方向性内容。这些是我们打算推进的战略赌注和机会,但范围和时间灵活。
适用场景:大多数团队的大多数情况。特别适合对外沟通或向领导层汇报,因为它避免了对日期的虚假精确性。

Quarterly Themes

季度主题

Organize the roadmap around 2-3 themes per quarter:
  • Each theme represents a strategic area of investment (e.g., "Enterprise readiness", "Activation improvements", "Platform extensibility")
  • Under each theme, list the specific initiatives planned
  • Themes should map to company or team OKRs
  • This format makes it easy to explain WHY you are building what you are building
When to use: When you need to show strategic alignment. Good for planning meetings and executive communication.
围绕每个季度的2-3个主题组织路线图:
  • 每个主题代表一个战略投资领域(例如:“企业就绪”、“激活优化”、“平台扩展性”)
  • 每个主题下列出计划的具体举措
  • 主题应与公司或团队的OKR对齐
  • 这种格式便于解释你为什么要开发这些内容
适用场景:需要展示战略对齐时。适合规划会议和高管沟通。

OKR-Aligned Roadmap

与OKR对齐的路线图

Map roadmap items directly to Objectives and Key Results:
  • Start with the team's OKRs for the period
  • Under each Key Result, list the initiatives that will move that metric
  • Include the expected impact of each initiative on the Key Result
  • This creates clear accountability between what you build and what you measure
When to use: Organizations that run on OKRs. Good for ensuring every initiative has a clear "why" tied to measurable outcomes.
将路线图项直接映射到目标与关键结果(OKR):
  • 从团队本周期的OKR开始
  • 每个关键结果下列出将推动该指标的举措
  • 包含每个举措对关键结果的预期影响
  • 这在开发内容与衡量结果之间建立了明确的问责制
适用场景:采用OKR的组织。适合确保每个举措都有与可衡量结果挂钩的明确“原因”。

Timeline / Gantt View

时间线/甘特视图

Calendar-based view with items on a timeline:
  • Shows start dates, end dates, and durations
  • Visualizes parallelism and sequencing
  • Good for identifying resource conflicts
  • Shows dependencies between items
When to use: Execution planning with engineering. Identifying scheduling conflicts. NOT good for communicating externally (creates false precision expectations).
基于日历的视图,项展示在时间线上:
  • 显示开始日期、结束日期和持续时间
  • 可视化并行和顺序关系
  • 便于识别资源冲突
  • 展示项之间的依赖关系
适用场景:工程执行规划。识别调度冲突。不适合对外沟通(会造成对精确性的虚假预期)。

Prioritization Frameworks

优先级框架

RICE Score

RICE评分

Score each initiative on four dimensions, then calculate RICE = (Reach x Impact x Confidence) / Effort
  • Reach: How many users/customers will this affect in a given time period? Use concrete numbers (e.g., "500 users per quarter").
  • Impact: How much will this move the needle for each person reached? Score on a scale: 3 = massive, 2 = high, 1 = medium, 0.5 = low, 0.25 = minimal.
  • Confidence: How confident are we in the reach and impact estimates? 100% = high confidence (backed by data), 80% = medium (some evidence), 50% = low (gut feel).
  • Effort: How many person-months of work? Include engineering, design, and any other functions.
When to use: When you need a quantitative, defensible prioritization. Good for comparing a large backlog of initiatives. Less good for strategic bets where impact is hard to estimate.
从四个维度对每个举措评分,然后计算RICE = (Reach × Impact × Confidence) / Effort
  • Reach:在给定时间段内将影响多少用户/客户?使用具体数字(例如:“每季度500名用户”)。
  • Impact:这将在多大程度上影响每个触达的用户?按以下评分:3=巨大,2=高,1=中等,0.5=低,0.25=极小。
  • Confidence:我们对Reach和Impact的估算有多大信心?100%=高信心(有数据支持),80%=中等(有部分证据),50%=低(直觉判断)。
  • Effort:需要多少人月的工作量?包括工程、设计和其他相关职能。
适用场景:需要量化、可辩护的优先级排序时。适合比较大量举措的待办事项。不太适合难以估算影响的战略赌注。

MoSCoW

MoSCoW

Categorize items into Must have, Should have, Could have, Won't have:
  • Must have: The roadmap is a failure without these. Non-negotiable commitments.
  • Should have: Important and expected, but delivery is viable without them.
  • Could have: Desirable but clearly lower priority. Include only if capacity allows.
  • Won't have: Explicitly out of scope for this period. Important to list for clarity.
When to use: Scoping a release or quarter. Negotiating with stakeholders about what fits. Good for forcing prioritization conversations.
将项分为必须有(Must have)、应该有(Should have)、可以有(Could have)、不会有(Won't have):
  • 必须有:没有这些,路线图就是失败的。不可协商的承诺。
  • 应该有:重要且符合预期,但没有它们也能交付。
  • 可以有:可取但优先级明显较低。仅在产能允许时包含。
  • 不会有:明确排除在本周期范围之外。列出这些是为了清晰起见。
适用场景:确定版本或季度范围时。与利益相关者协商内容时。适合推动优先级排序对话。

ICE Score

ICE评分

Simpler than RICE. Score each item 1-10 on three dimensions:
  • Impact: How much will this move the target metric?
  • Confidence: How confident are we in the impact estimate?
  • Ease: How easy is this to implement? (Inverse of effort — higher = easier)
ICE Score = Impact x Confidence x Ease
When to use: Quick prioritization of a feature backlog. Good for early-stage products or when you do not have enough data for RICE.
比RICE更简单。从三个维度对每个项打1-10分:
  • Impact:这将在多大程度上推动目标指标?
  • Confidence:我们对Impact估算有多大信心?
  • Ease:实现起来有多容易?(与工作量相反——分数越高越容易)
ICE评分 = Impact × Confidence × Ease
适用场景:快速对功能待办事项进行优先级排序。适合早期产品或没有足够数据使用RICE的情况。

Value vs Effort Matrix

价值-工作量矩阵

Plot initiatives on a 2x2 matrix:
  • High value, Low effort (Quick wins): Do these first.
  • High value, High effort (Big bets): Plan these carefully. Worth the investment but need proper scoping.
  • Low value, Low effort (Fill-ins): Do these when you have spare capacity.
  • Low value, High effort (Money pits): Do not do these. Remove from the backlog.
When to use: Visual prioritization in team planning sessions. Good for building shared understanding of tradeoffs.
将举措绘制在2×2矩阵上:
  • 高价值、低工作量(快速胜利):优先执行这些。
  • 高价值、高工作量(重大赌注):仔细规划这些。值得投资,但需要适当的范围界定。
  • 低价值、低工作量(填充项):有空闲产能时执行这些。
  • 低价值、高工作量(资金陷阱):不要执行这些。从待办事项中移除。
适用场景:团队规划会议中的可视化优先级排序。适合建立对权衡的共同理解。

Dependency Mapping

依赖项映射

Identifying Dependencies

识别依赖项

Look for dependencies across these categories:
  • Technical dependencies: Feature B requires infrastructure work from Feature A
  • Team dependencies: Feature requires work from another team (design, platform, data)
  • External dependencies: Waiting on a vendor, partner, or third-party integration
  • Knowledge dependencies: Need research or investigation results before starting
  • Sequential dependencies: Must ship Feature A before starting Feature B (shared code, user flow)
从以下类别中查找依赖项:
  • 技术依赖项:功能B需要功能A的基础设施工作
  • 团队依赖项:功能需要其他团队(设计、平台、数据)的工作
  • 外部依赖项:等待供应商、合作伙伴或第三方集成
  • 知识依赖项:需要研究或调查结果才能开始
  • 顺序依赖项:必须先发布功能A才能开始功能B(共享代码、用户流程)

Managing Dependencies

管理依赖项

  • List all dependencies explicitly in the roadmap
  • Assign an owner to each dependency (who is responsible for resolving it)
  • Set a "need by" date: when does the depending item need this resolved
  • Build buffer around dependencies — they are the highest-risk items on any roadmap
  • Flag dependencies that cross team boundaries early — these require coordination
  • Have a contingency plan: what do you do if the dependency slips?
  • 在路线图中明确列出所有依赖项
  • 为每个依赖项分配负责人(负责解决它的人)
  • 设置“需要完成日期”:依赖项需要在何时解决才能不影响相关项
  • 在依赖项周围预留缓冲时间——它们是任何路线图中风险最高的项
  • 尽早标记跨团队的依赖项——这些需要协调
  • 制定应急计划:如果依赖项延迟,该怎么办?

Reducing Dependencies

减少依赖项

  • Can you build a simpler version that avoids the dependency?
  • Can you parallelize by using an interface contract or mock?
  • Can you sequence differently to move the dependency earlier?
  • Can you absorb the work into your team to remove the cross-team coordination?
  • 你能否构建一个避免依赖项的简化版本?
  • 你能否通过使用接口契约或模拟来并行工作?
  • 你能否调整顺序,让依赖项更早进行?
  • 你能否将工作吸收到自己的团队中,消除跨团队协调?

Capacity Planning

产能规划

Estimating Capacity

估算产能

  • Start with the number of engineers and the time period
  • Subtract known overhead: meetings, on-call rotations, interviews, holidays, PTO
  • A common rule of thumb: engineers spend 60-70% of time on planned feature work
  • Factor in team ramp time for new members
  • 从工程师数量和时间范围开始
  • 减去已知的开销:会议、轮值待命、面试、假期、带薪休假(PTO)
  • 常见经验法则:工程师将60-70%的时间用于计划中的功能开发
  • 考虑新成员的团队融入时间

Allocating Capacity

分配产能

A healthy allocation for most product teams:
  • 70% planned features: Roadmap items that advance strategic goals
  • 20% technical health: Tech debt, reliability, performance, developer experience
  • 10% unplanned: Buffer for urgent issues, quick wins, and requests from other teams
Adjust ratios based on team context:
  • New product: more feature work, less tech debt
  • Mature product: more tech debt and reliability investment
  • Post-incident: more reliability, less features
  • Rapid growth: more scalability and performance
大多数产品团队的健康分配比例:
  • 70% 计划功能:推进战略目标的路线图项
  • 20% 技术健康:技术债务、可靠性、性能、开发者体验
  • 10% 未计划工作:用于紧急问题、快速胜利和其他团队请求的缓冲
根据团队情况调整比例:
  • 新产品:更多功能开发,更少技术债务
  • 成熟产品:更多技术债务和可靠性投资
  • 事件后:更多可靠性工作,更少功能开发
  • 快速增长:更多可扩展性和性能工作

Capacity vs Ambition

产能与目标

  • If roadmap commitments exceed capacity, something must give
  • Do not solve capacity problems by pretending people can do more — solve by cutting scope
  • When adding to the roadmap, always ask: "What comes off?"
  • Better to commit to fewer things and deliver reliably than to overcommit and disappoint
  • 如果路线图承诺的工作超过产能,必须做出取舍
  • 不要通过假设人们可以完成更多工作来解决产能问题——要通过削减范围来解决
  • 向路线图添加内容时,始终要问:“哪些内容将被移除?”
  • 承诺更少的内容并可靠交付,比过度承诺并让人失望更好

Communicating Roadmap Changes

沟通路线图变更

When the Roadmap Changes

路线图变更的触发因素

Common triggers for roadmap changes:
  • New strategic priority from leadership
  • Customer feedback or research that changes priorities
  • Technical discovery that changes estimates
  • Dependency slip from another team
  • Resource change (team grows or shrinks, key person leaves)
  • Competitive move that requires response
路线图变更的常见触发因素:
  • 领导层提出新的战略优先级
  • 客户反馈或研究改变了优先级
  • 技术探索改变了估算
  • 其他团队的依赖项延迟
  • 资源变化(团队扩大或缩小、关键人员离职)
  • 竞争对手的行动需要回应

How to Communicate Changes

如何沟通变更

  1. Acknowledge the change: Be direct about what is changing and why
  2. Explain the reason: What new information drove this decision?
  3. Show the tradeoff: What was deprioritized to make room? Or what is slipping?
  4. Show the new plan: Updated roadmap with the changes reflected
  5. Acknowledge impact: Who is affected and how? Stakeholders who were expecting deprioritized items need to hear it directly.
  1. 承认变更:直接说明变更内容和原因
  2. 解释原因:是什么新信息推动了这个决定?
  3. 展示权衡:为了腾挪空间,哪些内容被降低了优先级?或者哪些内容被延迟了?
  4. 展示新计划:反映变更的更新后路线图
  5. 承认影响:谁会受到影响以及如何影响?原本预期被降低优先级项的利益相关者需要直接得知消息

Avoiding Roadmap Whiplash

避免路线图频繁变动

  • Do not change the roadmap for every piece of new information. Have a threshold for change.
  • Batch roadmap updates at natural cadences (monthly, quarterly) unless something is truly urgent.
  • Distinguish between "roadmap change" (strategic reprioritization) and "scope adjustment" (normal execution refinement).
  • Track how often the roadmap changes. Frequent changes may signal unclear strategy, not good responsiveness.
  • 不要因为每条新信息就改变路线图。设定变更阈值。
  • 除非真正紧急,否则在自然节奏(月度、季度)批量更新路线图。
  • 区分“路线图变更”(战略优先级调整)和“范围调整”(正常执行细化)。
  • 追踪路线图的变更频率。频繁变更可能表明战略不清晰,而非响应迅速。

Output Format

输出格式

Use a clear, scannable format. Tables work well for roadmap items. Use text status labels: Done, On Track, At Risk, Blocked, Not Started.
使用清晰、易于扫描的格式。表格适合展示路线图项。使用文本状态标签:已完成按计划推进存在风险受阻未开始

Tips

提示

  • A roadmap is a communication tool, not a project plan. Keep it at the right altitude — themes and outcomes, not tasks.
  • When reprioritizing, always ask what changed. Priority shifts should be driven by new information, not whim.
  • Flag capacity issues early. If the roadmap has more work than the team can handle, say so.
  • Dependencies are the biggest risk to roadmaps. Surface them explicitly.
  • If the user asks to add something, always ask what comes off or moves. Roadmaps are zero-sum against capacity.
  • 路线图是沟通工具,不是项目计划。保持合适的粒度——聚焦主题和成果,而非任务。
  • 重新规划优先级时,始终要问发生了什么变化。优先级调整应基于新信息,而非一时兴起。
  • 尽早标记产能问题。如果路线图的工作超过团队产能,请明确说明。
  • 依赖项是路线图最大的风险。要明确地展示它们。
  • 如果用户要求添加内容,始终要问哪些内容将被移除或延迟。路线图相对于产能是零和的。