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- Product Roadmap Tool
- Who it's for
- Client delivery teams
Client delivery teams
A client delivery team can connect each project to an organization, record its delivery method and budget, and name a project owner. Packages and tasks turn the commitment into assigned work. Milestones identify the dates the team will discuss with the client. Review decisions preserve the outcome when a delivery subject is approved, returned or rejected.
How Product Roadmap Tool is set up for you
Account context
Keep the organization and primary contact alongside the projects delivered for it.
Plan
Give each project a start and end date, then set package estimates and task assignments.
Effort
Have team members log work dates and hours against the project and relevant task.
Evidence
Attach the delivery file to the right record and record the reviewer's decision with a reference.
A client delivery team can connect each project to an organization, record its delivery method and budget, and name a project owner. Packages and tasks turn the commitment into assigned work. Milestones identify the dates the team will discuss with the client. Review decisions preserve the outcome when a delivery subject is approved, returned or rejected.
Choose one active engagement with a clear owner. Enter its organization, dates, budget and delivery method. Create packages for the parts of the work the team already manages, then add tasks with assignees, priorities, estimates and due dates. The Project Manager can compare task actual hours with estimates and bring an overrun to the Delivery Lead before the end date becomes unrealistic.
When a checkpoint approaches, use Pending Milestones to prepare a review. If an issue affects the work, record its severity and owner. If a possible vendor or schedule problem has not yet happened, record a risk and mitigation. The client conversation should use those records to explain both the current state and the next action. A Reviewer records the decision on the delivery subject; the team uses a Returned decision to identify work that must be revised.
Features to start with
Roles on the team
- Delivery Lead
- Owns the project portfolio and records delivery decisions.
- Project Manager
- Plans project work and follows assignments, dates and exceptions.
- Team Member
- Updates assigned work and submits time for review.
- QA Engineer
- Triages issues and verifies fixes against project work.
- Reviewer
- Records decisions on delivery subjects and checks supporting evidence.
Set up Product Roadmap Tool your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.