what is roadmapping and how to do it?

BY Mark Howell17 October 202313 MINS READ
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Let's be honest, the world of business and project management often feels like navigating a maze. So many tasks to complete, goals to achieve, and the persistent tug-of-war between what is and what ought to be. Now, imagine having a bird's-eye view of that maze, where every twist and turn is clearly marked, helping you make informed decisions. That's where roadmapping comes into play.

A roadmap is not just a random assortment of to-do lists or goals; it's a strategic visualization of the journey ahead. But, what exactly is roadmapping, and how do you go about it? That's what we're here to unfold.

Understanding Roadmapping

Roadmapping, at its core, is about strategic planning. It's the art and science of laying out the journey of a project, product, or even an entire company over a specific timeline. This not only serves as a guide but also communicates the bigger picture to all stakeholders involved.

Origins of Roadmapping

Would you believe us if we told you that roadmapping has ancient roots? It does! Think of the ancient mariners and their sea charts, or explorers sketching out their planned routes. In the modern corporate world, however, the concept took hold in the late 20th century, primarily within tech companies. These companies realized that with the rapidly changing tech environment, having a flexible yet clear plan was invaluable.

Why is Roadmapping Important?

Imagine building a house without a blueprint. Chaos, right? Similarly, embarking on a business journey without a roadmap is like setting sail without a compass. Here's why roadmapping is non-negotiable:

  1. Clarity and Direction: It provides a clear direction for everyone involved. No more second-guessing!
  2. Alignment: Ensures all stakeholders, from top management to ground-level teams, are on the same page.
  3. Prioritization: Helps teams focus on what truly matters, avoiding distractions.
  4. Risk Management: By visualizing potential challenges, it allows teams to prepare in advance.

The Main Difference Between a Roadmap and a Plan

While both roadmaps and plans serve as guides, there's a nuanced difference. A plan is often a detailed, step-by-step guide, quite rigid in nature. On the other hand, a roadmap is more flexible, allowing for adaptations. It's more about the broader vision and less about the nitty-gritty. Think of a plan as the detailed itinerary for a trip, while the roadmap is the overall journey's sketch.

How to Create a Robust Roadmap

Embarking on the roadmapping journey might seem daunting. But fret not, we've got your back! Here's a simplified guide to get you started.

Define Clear Objectives

Before drawing any lines on the map, understand where you want to go. What's the end game? Are you launching a new product, scaling a business, or perhaps venturing into a new market? Get clarity on the destination before charting the route.

Gather Information

You wouldn’t embark on a cross-country trip without first checking the weather, road conditions, and potential pit-stops, would you? Similarly, gather all necessary information. This could include market research, feedback from stakeholders, or analysis of potential challenges.

Stakeholder Involvement

Remember, a roadmap isn't a solo journey. Involve all stakeholders, ensuring their insights and concerns are considered. This not only leads to a well-rounded roadmap but also fosters collective ownership of the journey ahead.

Visualize the Journey

This is where the rubber meets the road. Use tools and software to draft a visual representation of the roadmap. This should clearly indicate key milestones, potential challenges, and timelines.

Stay Flexible

Remember that ancient mariner we mentioned? Even with a map, they knew the importance of adapting to changing winds and tides. Similarly, be prepared to pivot or adjust the roadmap as new information or challenges arise. Flexibility is key!

It’s worth noting that while there are several tools out there for roadmapping, finding a platform that offers a comprehensive approach to task management and collaboration can be a game-changer. For instance, Edworking is a comprehensive all-in-one remote work platform that offers robust task management, seamless file sharing, collaborative Docs, integrated meetings, and interactive Stories. It streamlines operations, promoting productivity, and growth in today's gig economy. Its task management feature even integrates chat into tasks, offering a unique blend distinguishing it from tools like Asana and Monday.

Common Pitfalls in Roadmapping

While roadmapping is undoubtedly a powerful tool, it's not free from challenges. The journey is often riddled with pitfalls that can derail even the best-laid plans. But as they say, forewarned is forearmed! So, let’s unveil some common traps to avoid.


It's easy to get bogged down with details and create a roadmap so intricate that it becomes overwhelming. Remember, a roadmap should provide clarity, not confusion. It's about the big picture, not every tiny detail.

Ignoring Feedback

While it's essential to have a clear vision, it’s equally vital to be receptive to feedback. Ignoring valuable input from stakeholders or end-users can result in a roadmap that’s out of touch with reality.


Ironically, one of the most common pitfalls in roadmapping is creating a roadmap that's too rigid. The world is dynamic, and the ability to adapt is key. Ensure your roadmap allows room for flexibility and course corrections.

Lack of Review

Setting and forgetting your roadmap is a recipe for disaster. Regular reviews ensure you're on track and allow for necessary adjustments in response to unforeseen challenges or changes in the landscape.

Isolated Decision Making

A roadmap isn’t a decree handed down from on high. It's a collaborative effort. Excluding key team members or stakeholders from the decision-making process can lead to a lack of buy-in and potential oversights.

Real-World Examples of Effective Roadmapping

Learning from those who've treaded the path before us is always a wise move. Here are a few instances where roadmapping made a tangible difference.

Tech Giants: Apple

Apple, with its slew of innovative products, is a master of roadmapping. When they introduced the iPhone, it wasn't just about that single product. It was a vision of an interconnected ecosystem - from the App Store to iCloud. The roadmap provided clarity and direction, helping Apple stake its claim as a tech leader.

Automotive Evolution: Tesla

Tesla's journey from a high-end Roadster to the more affordable Model 3 and Model Y wasn’t random. Elon Musk had always been transparent about a multi-phased roadmap. By outlining a clear path, Tesla managed to rally investors, consumers, and enthusiasts around their vision.

From Coffee Beans to Digital Experience: Starbucks

Starbucks isn't just about coffee. Their roadmap encompassed a complete digital experience transformation, introducing mobile ordering, loyalty programs, and even a music partnership with Spotify. By broadening their view beyond the coffee cup, they've carved a unique niche in the market.

Transition to Renewables: Siemens

Siemens, the industrial conglomerate, recognized the global shift towards renewable energy. Their roadmap encompassed a transformation from traditional industrial products to a focus on wind turbines, renewable integration, and sustainable solutions. The result? Siemens is now a frontrunner in the green energy sector.

These real-world examples show that a well-constructed roadmap isn’t just a nice-to-have; it’s a strategic tool. It provides direction, clarity, and most importantly, results.

Expert Insights on Effective Roadmapping

While the principles of roadmapping are universal, the nuances can vary. Who better to guide us through these nuances than industry experts? Here are some nuggets of wisdom from those who've mastered the art.

Clarity Over Complexity

"The power of a roadmap lies not in how detailed it is, but in how clear it is," says Jenna Wortham, a strategic business consultant. The most intricate plans can falter if the stakeholders aren't clear about the vision. Keep it comprehensive but not convoluted.

Adaptability is Key

Tom Mitchell, a renowned product manager, stresses the importance of adaptability. "A roadmap isn't a contract; it's a compass," he notes. As conditions change – and they will – the ability to adjust your course is paramount.

Stakeholder Engagement

Alexa Rivera, a startup founder, believes in the power of collective vision. "A roadmap crafted in isolation is bound to fail. Engage, iterate, and collaborate," she emphasizes. This not only ensures diverse perspectives but fosters collective ownership.

Short-Term vs. Long-Term

"Balance short-term achievements with long-term vision," advises Ron Tan, a leadership coach. While it's crucial to have lofty goals, celebrating small wins along the way keeps the momentum going and the team motivated.

Tools and Software to Enhance Roadmapping

In our tech-driven age, numerous tools can aid in the roadmapping journey. From visualization software to collaboration platforms, here's a quick look at the digital aids at your disposal.

Visualization Platforms

Tools like Aha!, ProductPlan, and Lucidchart allow teams to create interactive roadmaps. They offer drag-and-drop functionality, making it easy to adjust and iterate as needed.

Collaborative Spaces

Platforms like Slack and Microsoft Teams facilitate real-time communication, ensuring all stakeholders can collaborate seamlessly. They serve as a hub where discussions, iterations, and decisions converge.

Task Management and Integration

Here, Edworking shines. As an all-in-one remote work platform, it not only aids task management but also seamlessly integrates communication, collaboration, file sharing, and more. Having a single platform that amalgamates these functions can be a true game-changer. Plus, its unique feature of integrating chat into tasks sets it apart from other tools, providing an edge in the collaborative process.

Feedback and Iteration

Tools like Trello and Asana are excellent for gathering feedback and iterating on the roadmap. They allow for a visual representation of tasks, feedback, and progression, ensuring the roadmap remains dynamic and responsive.

Maintaining Momentum in Roadmapping

Once your roadmap is set and the journey has begun, how do you ensure that the enthusiasm doesn't wane? Maintaining momentum is as critical as creating the roadmap itself. Here's a deeper dive into sustaining that drive.

Regular Check-ins and Reviews

Roadmaps aren't set in stone. Routine reviews allow teams to assess progress, address challenges, and celebrate successes. It acts as a touchpoint, ensuring everyone remains aligned with the objectives.

Celebrate Small Wins

Every milestone, no matter how minor, deserves recognition. By celebrating small wins, you boost team morale and reinforce the value of the journey. After all, it's the little moments that make the bigger picture, right?

Staying Connected with Stakeholders

Regular touchpoints with stakeholders, whether they're internal team members or external partners, keep the roadmap relevant. Their feedback can provide invaluable insights, ensuring the roadmap remains aligned with evolving needs.

Continuous Learning and Adaptation

The world is in constant flux, and so are industries. By fostering a culture of continuous learning, teams can stay ahead of the curve, adapting the roadmap to new information, technologies, and trends.

Tying Roadmapping to All-In-One Tools

When charting a course for the future, having the right tools can make all the difference. This is where platforms like Edworking come into play. Offering an all-encompassing suite of features, it seamlessly blends task management, communication, and collaboration.

  • Task Management: This is the backbone of any roadmap. With Edworking, managing different stages of projects becomes a breeze. The unique chat integration feature is especially noteworthy, distinguishing it from other tools like Asana and Monday.
  • File Sharing and Docs: Roadmapping involves a plethora of documents – from vision statements to detailed plans. Edworking's drag-and-drop functionality and Docs feature, modeled after Notion, ensures real-time collaboration.
  • Meetings: Communication is the key to any successful roadmap. With integrated chat, video calls, stories, and comments, the need for third-party services is eliminated.

And for those looking to assess their management prowess or fine-tune their typing skills, Edworking offers a free online Management Aptitude Test and a Paragraph Typing Test. A holistic platform, it’s poised to revolutionize the way we envision and execute roadmaps.


Roadmapping is more than just plotting a course; it's about envisioning a future and then methodically working towards it. From understanding its essence, sidestepping pitfalls, gleaning insights from experts, and leveraging top-notch tools, the journey of roadmapping is intricate yet immensely rewarding.

In the ever-evolving world of business and innovation, roadmapping serves as the North Star, guiding endeavors towards success. It’s a testament to the power of foresight, collaboration, and adaptability. As we wrap up, we leave you with a thought – If you don’t know where you’re going, any road will take you there. But with a roadmap? The destination isn’t just clear; it’s achievable. Ready to chart your own path to success? The road awaits! Safe travels.


How is Edworking different from other remote work platforms?

Edworking stands out for its integrated approach to remote work, offering features such as chat, video calls, stories, and comments all within a singular platform. Instead of juggling multiple tools, Edworking provides a comprehensive solution to keep teams connected and projects on track.

Can I use Edworking for large teams?

Absolutely! Edworking is scalable and can accommodate teams of all sizes. Whether you're a startup or a multinational corporation, the platform is designed to streamline collaboration and enhance productivity for teams both large and small.

Is my data secure with Edworking?

Yes, Edworking prioritizes user security. The platform employs advanced encryption and robust security protocols to ensure that your data remains confidential and protected from any potential breaches.

Do I need to install any software to use Edworking?

No, Edworking operates as a cloud-based solution. This means you can access it from any web browser without needing to download or install any additional software. However, for enhanced functionality and convenience, mobile applications might be available.

How does Edworking enhance team collaboration?

Edworking provides tools like integrated chat, video calls, stories, and comment sections. This combined functionality not only facilitates real-time communication but also ensures that every team member stays updated on project developments and feedback.

What if I need support or have issues with the platform?

Edworking offers dedicated customer support to address any concerns or technical issues you might encounter. Their team is committed to ensuring a seamless experience for all users.

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About the Author: Mark Howell LinkedinMark Howell is a talented content writer for Edworking's blog, consistently producing high-quality articles on a daily basis. As a Sales Representative, he brings a unique perspective to his writing, providing valuable insights and actionable advice for readers in the education industry. With a keen eye for detail and a passion for sharing knowledge, Mark is an indispensable member of the Edworking team. His expertise in task management ensures that he is always on top of his assignments and meets strict deadlines. Furthermore, Mark's skills in project management enable him to collaborate effectively with colleagues, contributing to the team's overall success and growth. As a reliable and diligent professional, Mark Howell continues to elevate Edworking's blog and brand with his well-researched and engaging content.
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