How To Use Roadmap Template In Notion

Notion surges as one more footstep on our continuous drive to improve our organizational skills in the picket not only to deliver amend projects merely also to deliver a ameliorate experience to our clients.

Even though we use other channels for advice and iterations, our goal is to centralize everything in Notion every bit the i go-to knowledge base for every project, from Deliverables to Feedback.

🔗 If yous haven't read the Project Direction Guidelines, please do it earlier diving into this 1.

Get to Projection Management

Starting a new Project

Starting a new project is quite worry-free because nosotros've got a Project Management (PM) Template prepared for yous.

Brand sure you select PM Template after being prompted with the new project modal.

All you lot have to do is alter the project name, icon, comprehend and metadata to start-off with. It is that easy!

Project Structure

Once the projection is created, y'all'll discover information technology predefined with vii separate areas. Each of them fits different purposes throughout the Projection lifespan:

Briefing;
Roadmap;
Sprints;
Resources;
Communication;
Issues Report
Customer Side;

Equally you can meet, some of the elements are greyed-out. Information technology means those pages are available in the Client Side We'll go to the Client Side further downward this guide. therefore visible to the client.

Briefing

The Briefing Section has to do with all the data that we should possess in order to embrace and develop a project with the required amount of data.

It is split into three sub-sections with very distinctive functions:

📃Not a One-pager
📋 Documentation
🗒 Requirements

📃 Not a 1-pager

Not a One-pager is a one-folio document with more than one page 🤯. Could also exist named Two-pager 🤔.

Information technology is a simple, not-that-brusque certificate that gives the states a loftier-level overview of the customer's product, service, or concern and allows us to collect a significant amount of information that will turn out useful at subsequently stages of the Projection.

In the ideal scenario, the One-pager would exist filled-in and shared with yous, the Projection Manager, prior to the kick-off meeting.

📋 Documentation

Documentation is but a drove of all the documents we received in the project context. This page should be the i go-to place to find all the client's project related information.

Even though at that place's not a template available, make sure you lot continue things organized, with a new entry for each document, named explicitly.

🗒 Requirements

Depending on the project size, it may or may not be worth the effort to create this sort of documents.

A requirement is a college-hierarchy document, with a broader, deeper caption of a certain feature. On larger projects, the requirements should be filled in by the Product Owner or the Product Manager and then broken down into smaller, more manageable pieces, frequently chosen Tasks, past you lot, the Project Manager.

Roadmap

Roadmap regards the project's timeframe, duration, and milestones. In that location'southward only a couple of items inside:

⏳Fourth dimension Scale;
🗓Roadmap.

⏳ Time Scale

As you know, we work on an hourly basis. At some point in the by, we've sent the client a proposal which basically consisted of a time-estimate that got multiplied by the hourly charge per unit.

This page is meant to be a replica of such an gauge. It gives the Project Manager enough data to set the foundation for planning, defining the Roadmap and Milestones.

🗓 Roadmap

The Roadmap is just a regular calendar page. Intentionally, we left it template-free since we believe it should be upward to the Project Manager to call the shots at this point. The calendar can play a major role in managing the Squad's and the Client's expectation, therefore, as a Project Manager, feel free to freestyle.

Nevertheless, at that place's a couple of things nosotros recommend:

Project Milestones – Of import dates and Deadlines;
Team's Holidays.

The calendar is available on the Client-Side for one primary reason: to avoid unpleasant surprises and disappointments. The client must to be aware, at all times, of the Team's time-offs and National Holidays.

Besides such information, in that location's more stuff you can opt-in if yous come across fit. Looking back a the Time Scale, yous can pick-up the time-estimates and translate it into the agenda.

One other possibility would exist to include the Dart Planning instead of the time-estimates every bit the latter one might end-up incentivizing micro-managing.

Sprints

The Dart section agglomerates all the Sprint-related paraphernalia:

🗄Projection Tasks;
📈Mid-Sprint Catchups;
📝 Sprint Reports.

🗄 Projection Tasks

The Projection Tasks folio is a backlog of all tasks within the Project, the one identify to create them.

To create new tasks you can either simply fill in the table in example it doesn't demand farther detailed specifications or, if it does, you can open each row equally a folio and type-in further details.

In the latter case, there's a Tasks Template available with predefined fields to backup. Y'all don't have to follow them, y'all can either change it, add more than or merely ignore it.

Are you looking for a Sprint-like Board? That'south no trouble at all, nosotros've got you covered! Just change the view on the top left-mitt corner, from Table to Dart X. With this, a archetype Scrum PM Board, with the usual columns: Excess (No Condition), Doing, Fix for Review and Complete, will replace the default Tabular array.

You tin can change from Sprint to Dart by clicking Sprint Ten on the top left-manus corner. When a new Sprint is to be planned, but click Sprint X, and so indistinguishable a previous Sprint and rename information technology. A new Board will go available.

Once done, edit the newly created Sprint filter, on the elevation-right manus corner, and change information technology to the adequate Sprint tag.

In social club to assign tasks to the Dart Planning Board merely go dorsum to the Project Tasks page and edit the tasks with the desired Dart tag. They volition get available at the corresponding Sprint Planning Lath.

📈 Mid-Dart Catchups

Some PM's like to practise Mid-Sprint Catchups to make sure the team is performing well, on-rails and make utilize of such meetings to address and solve any existing blockers.

🔗 Doubts nearly a Mid-Sprint Catchup? At that place's a segment entirely about it at Projection Direction.

Get to Project Management

In lodge to avoid loss of valuable data, the outcomes of such meetings must be noted downwards at the Mid-Sprint Catchups page.

Inside this page, you'll discover the ability to create a new list entry. Each entry should be a new Mid-Sprint catchup note. Fifty-fifty though there's not a template bachelor, make sure everything gets noted-downward and that every takeaway gets created as a task in the Project Task folio.

📝 Sprint Reports

Sprint Reports are meant to exist shared with the client. It is a Project Condition update and another tool to mensurate the Team progress and to manage both the customer'southward and Team's expectations.

Inside, you'll be able to create new Sprint Report past clicking the New push. Information technology will popular a page where y'all tin select the Sprint Report Template for a pre-defined Dart Written report Template. Even though those are the more than frequently required fields, experience free to arrange it based on the projection'southward specifications.

No affair what, the client won't be able to come across the tasks from the Project Tasks page, therefore you won't be able to reuse or invoke the tasks from the Sprint Planning. In order to overcome information technology only still letting the client know virtually the Sprint completeness, at that place's a bit of manual work involved.

On the starting time instance, you'll accept to manually type each chore on the Job overview table.

However, nosotros yet desire to demonstrate how the Dart Planning Board looks similar at the time the Sprint Report was created. To reach it, you can screenshot the board and place it below the Task overview tabular array.

Once the Dart Study is made, notify the customer via Slack or whatsoever aqueduct you come across fit.

Advice

Advice is divided into two segments with very singled-out purposes:

💬 Customer Communication;
✨ Quality Assurance.

💬 Customer Communication

The Client Communication page'southward purpose is to keep rail of all communication held between the Team and the Client. From meeting minutes to Slack conversation you reckon should be saved.

Every bit said above, getting every alter asking or feedback recorded and saved means it won't be lost either in your retention or on Slack'due south feed.

In this page, you'll find the possibility to create a new list entry. Each entry should be a different moment of interaction with the customer.

By clicking New, you'll exist presented with a modal where you can either choose to first with a Communication Template or from a blank page.

✨ Quality Balls

The Quality Balls (QA) page is an internal segment of the PM Template which isn't meant to be shared with clients.

Once within the page, you tin add new entries to the QA list by clicking the New button. Washed that, yous'll be prompt with a modal where y'all can start from a pre-set QA Template.

Make sure each entry is as thorough filled-in every bit possible in social club to make the Team'south task as swift every bit possible.

Resource

The Resource section is pre-divers with 2 sub-pages:

🏗 Work in Progress
🎁 Deliverables.

🏗 Work in Progress

Work in progress relates to as of work we produce during the project which can and makes sense to be washed in Notion. Inside it you lot'll 3 pre-divers sub-pages:

💻 Interface Moodboard;
🎨 Illustration Moodboard;
👨‍💼 Personas;

Even though these are just the near common ones it is expectable more pages end upwardly existence created.

Keep in heed, there's other bits of our working methodology which can, just might not brand sense, to include here. Every bit an example, Expect & Experience and Wireframes are unremarkably shared through InVision links only you can have them here every bit well in case you meet fit.

Both the Interface and the Illustration Moodboards are straight-forward galleries where the Team tin can upload images. Once filled-in, voting should accept place.

👨‍💼Personas

On the Personas page, one time you spring in, you can create a new persona by clicking New. Information technology will prompt a modal where yous may select Persona Template in case you desire to make your life easier and start with a pre-fabricated document. Make certain you create a new listing entry for each new persona.

🎁 Deliverables

A Deliverable is any slice of work which is ready to be shared with the client.

Even though we utilise other communication channels for daily-ground communication, in the platonic world, every iteration should exist washed hither.

By doing and then, not only tin can nosotros centralize deliveries and keep them all in the same place, but also we make sure everything is saved and trackable, namely the client feedback.

Once you jump in you'll exist presented with the listing where yous tin can create new Commitment entries. Make sure the Squad creates a new entry for each iteration and names information technology accordingly.

At a Delivery point in time, the client should have already been invited and acquaintanced with Notion. With every Delivery, the client should be driven to this page as a fashion to keep iterations confining to Notion, from all the Deliverable's details to feedback.

The goal is to accept feedback in the context of its Deliverable.

As a PM, it is your responsibility to make sure the client feedback is converted into tasks on the Project Tasks Page and assigned to a Sprint later on.

Issues Report

The reason being of such a specific page is the attempt to avert clients from interfering with the Development Team'south focus. By having this page and incentivising clients to use it rather than interrupting the Team every time a problems pops, we're secretly increasing productivity and speeding up evolution.

It might seem otherwise, only bugging and pressuring the Squad is counter-productive. It will touch on their operation and their ability to deliver inside the deadlines.

Inside this page, you'll find a table with a few important cells:

Proper name;
Platform;
Priority;
Status;
Description;
Media;

However, that's not all. One time a new problems is created, there'south a fashion to add more information which, in some case, can exist tremendously important and even strictly necessary. By mouse-over the Proper noun cell, an Open button volition become visible. Once you click it, you'll be prompt with a new Modal with a couple more than fields to fill up-in:

Steps to reproduce;
Technical information.

As a PM, it is your responsibility to make sure bugs are correctly reported, with plenty information, every bit well every bit to make certain they go converted into Tasks on the Project Tasks Folio as well equally making sure the Bug Written report table is always up-to-appointment.

Client Side

Everything within the Client-side is shared with the client and therefore available for their reading and editing.

Every page inside the Client Hub is a duplicate version of the pages on the Project Homepage. Once you edit them at one side, it will affect the other.

Said that, the client has access to:

Deliverables;
Briefing;
Bug Study;
Dart Report.

The first and only thing you should exercise at this sid of the PM Template is to change the Customer Hub proper noun from "PM template – Customer Hub*"* to "[Project Name] – Client Hub".

Also this, you lot tin access all the pages from the Project Homepage. Virtually, there'due south no reason why you should come to this page always again.

Invite Clients

Once you're inside the Client Hub, yous tin can invite clients. Simply click Share on the summit-right paw corner of the screen, then click Invite a Person and type-in the clients' email addresses.

Brand sure you lot alter their permission to Can Edit only.

With all this, you are now ready to starting time managing projects using Notion.