Use this when a PM needs a clean, stakeholder-ready roadmap divided into Now, Next, and Later, with explicit rationale and uncertainty handling. Optionally generate a branded presentation deck and share it via Slack, Miro, Notion, or other collaboration tools.
Related resources:
nnl-roadmap-workshop-guide.md-- facilitation guide for building a NNL roadmap with your team in 60-90 minutes (standalone, printable).
Brand reference
For branded visual outputs, see brand tokens.
Process
Step 1: Gather inputs
Ask the user:
- Product area and audience for the roadmap (team-only, leadership, client, board)
- Time horizon (e.g., current quarter + next quarter)
- Top outcomes to drive (2-4 measurable outcomes)
- Candidate initiatives or problem statements (usually 6-15 items)
- Evidence and confidence for each item (research, metrics, customer feedback, delivery data)
- Constraints and dependencies (capacity, deadlines, external teams, legal/compliance)
- Do you want a branded presentation? Options:
- Markdown only (default) — the roadmap stays in conversation or is saved as a file
- PDF slide deck — branded PDF via Marp
- Presentation (Google Slides) — generated via Gamma, exported as PPTX
- Multiple — any combination
- Where should the roadmap be shared? Options:
- Conversation only (default) — copy and share manually
- Slack — post to a Slack channel
- Miro board — create a document on a Miro board
- FigJam — generate a visual roadmap diagram
- Notion — create as a Notion page
- Multiple — any combination
If the user gives partial input, proceed with what is available and list assumptions explicitly.
Step 2: Identify which personas are affected
Before scoring and placing items, prompt the user:
Persona check: Which user persona(s) does each candidate initiative serve? If you have defined personas (e.g., from
/persona-createor/persona-draft), name them. If not, describe the key user types briefly — their role, goals, and what makes them distinct.Are any personas underrepresented in the candidate list? Gaps in persona coverage may reveal missing initiatives or signal that the roadmap skews toward one user type.
This ensures the roadmap reflects deliberate persona coverage rather than defaulting to the loudest stakeholder's priorities.
Step 3: Normalize and score items
For each candidate item, summarize:
- Outcome link: which outcome this item supports
- Confidence: High/Medium/Low based on evidence quality
- Effort signal: S/M/L relative estimate
- Dependency risk: None/Manageable/High
If an item has weak outcome linkage, move it to a "Not prioritized yet" list instead of forcing it into the roadmap.
Step 4: Place into Now, Next, Later
Use these placement rules:
- Now: high outcome relevance, enough confidence to execute soon, dependencies mostly clear
- Next: likely important soon, but still needs validation, discovery, or dependency resolution
- Later: directional bets or lower-priority opportunities with high uncertainty
Never present Next or Later as date-certain commitments. Use confidence-oriented language.
When placing items, consider persona coverage across lanes — if all Now items serve the same persona and other personas are unaddressed until Later, flag this as a potential gap.
Step 5: Generate the roadmap
Use the roadmap template to produce the full roadmap. Output in this structure:
Now/Next/Later Roadmap: (Product or initiative name)
Audience: (audience) Time horizon: (horizon) Last updated: (date)
Outcomes we are optimizing for
- (Outcome 1 + metric)
- (Outcome 2 + metric)
Now
| Item | Outcome Link | Why Now | Confidence | Key Dependency |
|---|---|---|---|---|
| (Item) | (Outcome) | (Rationale) | High/Med/Low | (Dependency) |
Next
| Item | Outcome Link | What Must Be True First | Confidence | Key Dependency |
|---|---|---|---|---|
| (Item) | (Outcome) | (Validation/dependency condition) | High/Med/Low | (Dependency) |
Later
| Item | Outcome Link | Why Later | Confidence | Trigger to Revisit |
|---|---|---|---|---|
| (Item) | (Outcome) | (Reason) | High/Med/Low | (Event or metric) |
Not prioritized yet
- (Item) — (why not now)
Risks and watchpoints
- (Top risk)
- (Dependency or resource risk)
Decisions needed
- (Decision owner) — (decision) — (target date)
Step 6: Review
Ask the user:
- Which item feels miscategorized?
- Where are we overconfident?
- Which dependencies could invalidate this order?
- Do you want a leadership version (higher-level) or delivery version (more detailed)?
Revise based on feedback. The roadmap text is finalized before generating any visual outputs.
Step 7: Generate branded presentation (optional)
If the user requested a presentation in Step 1, generate it now. The markdown roadmap from Step 4 is the source of truth — presentations are produced from it.
Follow the visual output addon for detailed instructions. Roadmap-specific guidance below:
PDF slide deck (Path A)
Use the roadmap slides template as the structure guide. This produces a 7-slide branded deck:
- Title slide — roadmap name, audience, time horizon, date
- Outcomes — the 2-4 outcomes being optimized for, with metrics
- Now — table of Now items with rationale and confidence
- Next — table of Next items with preconditions and confidence
- Later — table of Later items with triggers to revisit
- Risks & Decisions — watchpoints and pending decisions
- Closing — summary card with lane counts and key dates
Save the Marp markdown to ./output/decks/(roadmap-name)-roadmap.md and generate PDF + HTML per the addon instructions.
Presentation via Gamma (Path B)
Prepare the roadmap content as a slide-by-slide outline following the same 7-slide structure above. Use textMode: "preserve" since the content is already structured. Set numCards: 7 and exportAs: "pptx".
Step 8: Share and distribute (optional)
If the user requested distribution in Step 1, share the roadmap through their chosen channel(s).
Slack (via MCP)
Post the roadmap to a Slack channel. Format as a well-structured message:
- Ask for the channel if not already known:
"Which Slack channel should I post the roadmap to?"
- Use
slack_search_channelsto find the channel ID if the user provides a name. - Format the message as a scannable summary:
- Roadmap title, audience, time horizon
- Now items (bulleted, with confidence indicators)
- Next items (bulleted, with preconditions)
- Later items (bulleted, with triggers)
- Link to full artifact if saved as a file or Notion page
- Post via
slack_send_message— ask for confirmation before sending.
If the roadmap is lengthy, consider posting a summary message and attaching the full roadmap as a Slack Canvas (slack_create_canvas).
Miro board (via MCP)
Post the full roadmap markdown to the user's Miro board:
- Ask for the Miro board URL if not already provided.
- Use
doc_createwith the roadmap markdown as content. - Tell the user the document has been created on their board.
Alternatively, create a Miro table showing the roadmap lanes as rows with columns for Item, Outcome, Confidence, and Dependencies.
FigJam diagram (via MCP)
Generate a visual roadmap as a Mermaid.js flowchart showing:
- Three swim lanes (Now → Next → Later) as connected groups
- Items as nodes within each lane
- Dependency arrows between items
- Confidence indicators as node colors (green=High, yellow=Medium, red=Low)
Use LR direction. This complements the full roadmap document as a structural overview.
Notion (via MCP)
Create the roadmap as a Notion page:
- Ask where in Notion — which page or database should it go under?
- Use
notion-create-pageswith the roadmap markdown as content and a clear title. - If the user wants a database view, use
notion-create-databaseto create a roadmap database with columns: Item, Lane (Now/Next/Later), Outcome Link, Confidence, Dependency.
Confluence (via MCP)
If a Confluence MCP connector is available:
- Create a page with the roadmap content
- If not connected, use
search_mcp_registrywith keywords["confluence", "atlassian"]and suggest the connector
Google Docs (via MCP)
If a Google Docs MCP connector is available:
- Create a document with the roadmap content
- If not connected, use
search_mcp_registrywith keywords["google docs", "google drive"]and suggest the connector
After sharing: Confirm where the roadmap was posted and share relevant links.
Related skills
/artium-deck— standalone branded slide deck creation (used by Step 6)/persona-create— create personas to inform roadmap decisions/rice-score— score items using RICE framework before placing into lanes/jtbd-analysis— connect roadmap items to jobs-to-be-done/prd-draft— write PRDs for Now items that need more detail/story-write— break Now items into executable user stories- Visual output addon — shared module for generating branded visual artifacts
Output locations
| Format | Location | Notes |
|---|---|---|
| Markdown | Conversation or saved file | Always produced. Source of truth. |
./output/decks/(roadmap-name)-roadmap.pdf | Via Marp. Also generates .html preview. | |
| Gamma/PPTX | Gamma URL | Download PPTX for Google Slides. |
| Slack | User's specified channel | Via Slack MCP. Summary or Canvas. |
| Miro doc | User's specified Miro board | Via Miro MCP. |
| FigJam diagram | FigJam | Roadmap flow diagram. Mermaid.js flowchart. |
| Notion page | User's specified Notion location | Via Notion MCP. Page or database. |
Example Output
Input
- Product area and audience: Mobile payments feature set for Cardless (B2B fintech), audience is leadership + cross-functional stakeholders
- Time horizon: Q3 2025 (Now) through Q1 2026 (Later)
- Top outcomes to drive: (1) Increase mobile transaction volume to 40% of total payments by end of Q3; (2) Reduce payment failure rate from 3.2% to under 1.5%; (3) Grow enterprise merchant activations from 180 to 300 by Q4
- Candidate initiatives: Tap-to-pay via NFC, tokenized card provisioning, merchant onboarding redesign, real-time decline reason codes, Apple Pay integration, fraud rules engine v2, offline payment mode, push notification receipts, bulk merchant import via CSV, multi-currency display, SDK v3 upgrade, loyalty points integration
- Evidence and confidence: NFC and tokenized provisioning validated by 6 enterprise pilots; decline reason codes from top 3 merchant support complaints; Apple Pay from Q2 survey (78% of users on iOS); bulk merchant import from CSM team escalations; offline mode is exploratory — no user research yet
- Constraints: iOS team at 70% capacity due to SDK v3 dependency; fraud rules engine blocked on legal sign-off (ETA mid-August); multi-currency requires new data contract with Mastercard (Q1 2026 earliest)
Output (abbreviated)
Now/Next/Later Roadmap: Cardless Mobile Payments
Audience: Leadership + cross-functional stakeholders Time horizon: Q3 2025 (Now) → Q4 2025 (Next) → Q1 2026 (Later) Last updated: July 14, 2025
Outcomes we are optimizing for
- Mobile transaction volume — reach 40% of total payments by end of Q3 2025 (currently 27%)
- Payment failure rate — reduce from 3.2% → below 1.5% by end of Q4 2025
- Enterprise merchant activations — grow from 180 → 300 by end of Q4 2025
Persona coverage note
Three primary personas identified across candidate items:
- Enterprise Admin (merchant ops, bulk workflows) — Okonkwo at MidwestGrocers chain
- Consumer Cardholder (iOS-heavy, daily transactions) — Maya, frequent transit + retail user
- CSM / Support Operator (failure triage, onboarding escalations) — internal Cardless team
All three are represented across lanes. Now lane skews toward Consumer Cardholder; bulk import and onboarding shifts address the underrepresented Enterprise Admin and CSM personas.
Now
| Item | Outcome Link | Why Now | Confidence | Key Dependency |
|---|---|---|---|---|
| Tokenized card provisioning | Transaction volume ↑ | Validated by 6 enterprise pilots; prerequisite for Apple Pay and NFC | High | SDK v3 (in progress) |
| Real-time decline reason codes | Failure rate ↓ | Top 3 support complaint; data already exists, surface-layer change | High | None |
| Merchant onboarding redesign | Merchant activations ↑ | CSM escalations blocking new activations weekly; high drop-off at step 3 | High | Design complete; eng scoped |
| Push notification receipts | Transaction volume ↑ | Low-effort trust signal; supports repeat usage; iOS + Android ready | High | None |
Next
| Item | Outcome Link | What Must Be True First | Confidence | Key Dependency |
|---|---|---|---|---|
| Apple Pay integration | Transaction volume ↑ | Tokenized provisioning shipped; Apple entitlement approved | High | Provisioning (Now lane) |
| NFC tap-to-pay | Transaction volume ↑ | SDK v3 upgrade complete; pilot feedback incorporated | High | SDK v3 + iOS capacity |
| Fraud rules engine v2 | Failure rate ↓ | Legal sign-off received (ETA mid-August) | Medium | Legal approval |
| Bulk merchant import via CSV | Merchant activations ↑ | Onboarding redesign live; CSM workflow mapped | Medium | Onboarding redesign (Now) |
Later
| Item | Outcome Link | Why Later | Confidence | Trigger to Revisit |
|---|---|---|---|---|
| Multi-currency display | Transaction volume ↑ | Blocked on Mastercard data contract; Q1 2026 earliest | Medium | Contract signed |
| Loyalty points integration | Transaction volume ↑ | Directional bet; no enterprise demand signal yet; partner API unstable | Low | 2 enterprise partners request + API v2 stable |
| Offline payment mode | Failure rate ↓ | Exploratory; no user research; high security/compliance complexity | Low | Discovery sprint complete; compliance green-lit |
Not prioritized yet
- SDK v3 upgrade — enabler, not a user-facing initiative; tracked as a dependency in eng
- Multi-currency display (early) — contractually blocked; revisit in Q4 planning when Mastercard timeline confirmed
Risks and watchpoints
- iOS team capacity at 70% — Apple Pay and NFC land in the same queue; sequencing is critical. Delay in provisioning (Now) cascades to both Next items.
- Fraud rules engine legal dependency — if mid-August sign-off slips to September, this item misses Q4 impact window for failure rate goal.
- Merchant activation target is ambitious — onboarding redesign + bulk import together address the funnel, but 180→300 in two quarters assumes no external sales slowdown.
Decisions needed
| Decision Owner | Decision | Target Date |
|---|---|---|
| VP Engineering | Confirm iOS capacity allocation for NFC vs. Apple Pay sequencing | July 25, 2025 |
| Legal / Compliance | Fraud rules engine sign-off | August 15, 2025 |
| Head of Partnerships | Mastercard data contract timeline confirmation | August 30, 2025 |
| Product + CSM | Prioritize bulk import scope (MVP vs. full validation rules) | August 1, 2025 |