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What is a product roadmap?

A product roadmap is a comprehensive, visual overview of your product plan. It should include the overall goals and objectives of the product, anticipated release schedule, product features, start and end dates, and projected costs. A key function of the product roadmap is communicating the overall product development and release to team members, upper management, and clients.

Quite simply, a product roadmap outlines what you’re doing, when you’re doing it, and why you’re doing it.

A product roadmap, however, is not the same as a project plan . Instead, it’s a high-level overview of a specific product that highlights both the practical and strategic aspects of a product offering. As such, a product roadmap should not include a specific list of tasks and deadlines, but a general overview of the work to be done and a basic schedule of when the work should be completed. A product roadmap is a live document—it should be updated as the product development progresses. Remember that your product roadmap is meant to be a bird’s eye view of the overall product development and should be able to give any stakeholder a snapshot of the product’s current status.

How to create a product roadmap

Creating a product roadmap might seem overwhelming, but you don’t have to start from scratch. This Product Roadmap worksheet from Spreadsheet.com can help you hit the ground running:

Product Roadmap with Gantt Template

You can customize it as you see fit, but remember – a product roadmap needs to include the steps outlined in the next sections.

- Identify your goals and objectives

The first step to creating a product roadmap is defining your product strategy. What do you want to achieve with this product, and how will you measure success? Goals and objectives for the product are ideally measurable and time-bound, with clearly defined success metrics. This section of your product roadmap should also include other high-level initiatives or work that needs to be completed to achieve the product goals. Additionally, aim to describe the product's purpose from an end-user perspective; in other words, how will this product benefit the client or the customer?

- Gather requirements

Next, you’ll want to identify all of the resources and materials necessary to successfully implement the product strategy. This includes identifying features of the product that will deliver value to users and determining whether any existing institutional resources (like other product components) can be repurposed for the current product development. You will also want to scope out the projected costs at this stage and determine whether the existing resources and budget will cover the product development.

- Establish a timeline

Once you’ve defined your product goals and objectives and assembled the requirements for the product development, you’ll need to identify a projected timeline complete with start and end dates and a tentative release schedule. Avoid the urge to assign start and end dates to specific tasks within the overall product roadmap, and remember that the roadmap should serve as general guidance for the product development overall, not as a compliance document with specific deliverables. Therefore, it’s best to set your timeline to months or quarters (rather than days or weeks) to allow for adjustments during implementation. 

There are many free templates to help you build a timeline in Excel, like this Excel project timeline template from Vertex42:

Excel project timeline template

- Gather feedback from stakeholders

One important step before finalizing your product roadmap is getting feedback from stakeholders, including the product team, upper management, and your clients. Your stakeholders will help identify important product milestones and dependencies in the work that may impact progress. They can also provide input on some of the finer points in the roadmap like timelines, costs, and resources. This feedback is essential for improving the product roadmap to ensure it is feasible, and will achieve the goals and objectives of the product strategy.

- Share your roadmap with stakeholders

The final step in creating a product roadmap is to share it with stakeholders. This ensures that everyone stays up-to-date as product development progresses. It also adds a level of accountability so that everyone is empowered to make sure that development stays true to the product strategy as outlined in the roadmap. Spreadsheet.com worksheets offer live updates, which allows everyone to see the most updated version of the workbook.

Additionally, Spreadsheet.com’s share and collaboration features allow teams to plan, manage, and collaborate on any project and never miss an update. 

Creating a product roadmap with Spreadsheet.com

Excel is often used to create product roadmaps since it offers a convenient way to organize all the information, and there are several Excel roadmap templates available. 

As a more nimble and powerful alternative, Spreadsheet.com has convenient product roadmap templates that take the work out of this project management stage. This Product Roadmap with Kanban Template lets you build your roadmap and view it as a Kanban board that displays your tasks in an easily digestible visual way:

Product Roadmap with Kanban Template

This Product Roadmap with Gantt Template offers the same functionality, but adds a Gantt chart feature that allows you to see the timeline with milestones you have set in your roadmap.

Creating a product roadmap is essential for successful product development and launch. Although it can be a time-consuming process, using pre-built Excel templates or leveraging Spreadsheet.com’s template gallery can help get you up and running in no time.

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Product Roadmap for Excel, PDF, Google Sheets

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15 Free Strategic Roadmap Templates Every Leader Should Have

business roadmap excel

Creating a strategic roadmap from scratch can be time-consuming and draining, especially if the end result is a siloed PowerPoint presentation that no one uses. But there's a better approach.

In this article, you’ll get 15 strategic roadmap templates that come prefilled with examples to help you get started. We'll also show you how to create an impactful strategic roadmap that's useful for your teams and drives strategy execution. 

Whether you’re a team lead or an executive in a large organization, this article will provide you with valuable insights into how to create a strategic roadmap that sets your team up for success. 

Inside this article, you’ll discover: 

What Is A Strategic Roadmap?

  • How Do I Create An Impactful Strategic Roadmap?

The 15 Best Strategy Roadmap Templates For Strategic Planning

Create your strategic roadmap with cascade 🚀.

Free Strategy Templates 100+ Free Strategy Templates to Build Your Strategy Discover free templates

A strategic roadmap is a high-level overview that outlines an organization's action plan to achieve its long-term goals. It provides a visual representation of an organization's objectives, priorities, initiatives, and resource allocation in a single view.

Think of it as a GPS for your business that helps you navigate through twists, turns, and obstacles, and keeps you on track toward your destination - success!

📌Here are the benefits you get with a clear and effective strategic roadmap:

  • Strategic clarity: Clarity to a wider audience about your organization's objectives and priorities.
  • A framework for prioritization: A strategic roadmap identifies the most important actions to take to achieve the organization's goals, allowing different departments to focus their efforts and resources on the most critical areas.
  • Monitoring : A visual way of monitoring progress and milestones, and identifying improvement opportunities.

How Do I Create An Impactful Strategic Roadmap? 

Any strategic roadmap worth its salt should include a vision and mission, strategic objectives , projects, metrics, and timelines. But there's more to it than that.

And while some people think a strategic roadmap is just a nice visualization to wow c-level planners and investors—they would be wrong. 

It's not just a colorful chart to whip out at town halls or shareholder meetings.

If you want to leverage roadmaps effectively for your team, they must be actively monitored, updated, and accessible in real-time. Otherwise, they're just another document taking up disk (or cloud) space.

🥲 The old way:

  • Isolated: Your strategic roadmap presentation sits in a folder on your company drive. It's isolated, disconnected, and never opened. ( Cues sad violins )
  • Manually Updated: Changes, pivots, and updates require teams to update their project management tools manually.
  • Multiple Apps and Tools: Communications and execution are scattered across different platforms and communication tools.
  • Static Document: Someone thought sharing the roadmap as a PDF, PPT, or Excel file would be a smart idea. (Nice job, Greg).

😎 The better way:

  • Top of mind: Your strategic roadmap is accessible to everyone as they work and linked to your organization's teams' projects, actions, and KPIs.
  • Automatically updated: Your roadmap visualization is automatically updated whenever you make changes, pivots, or updates.
  • A single collaboration platform for teamwork: Teams can collaborate, communicate, and comment on strategic plans and execution in one place while staying aligned with the big picture.
  • Dynamic: An interactive visualization tool that allows people to drill down, drill up, and gain clarity on strategic plans in a way that's relevant to them.

Sound good to you? Then maybe it’s time to elevate your strategic planning with Cascade. 

Here’s an example of a strategic roadmap in Cascade:

timeline strategic planning corporate strategy

Our Timeline View (Roadmap view) allows you to display your strategy in a Gantt chart-style format with the simple click of a button.

If you are looking for a template to create your strategic roadmap, Cascade has all the most important elements of a highly effective strategic roadmap, including: 

  • Goals and objectives
  • Action plan
  • Milestones and due dates
  • Risk management

Now for the good stuff. You came here to find a strategic roadmap template to start your planning on the right foot. We’ve put together a collection of 15 strategic roadmap templates for different teams and use cases. 

All of them are prefilled with examples so you can start customizing your strategic roadmap immediately. 

✨ Here’s a quick note on how these templates work: 

  • Sign up and get instant access to your chosen template. (Yes, it’s 100% free.)
  • Customize the template to fit your needs. 
  • Switch to Timeline view and visualize your strategic plan in a beautiful roadmap. 
  • Monitor progress and update your roadmap accordingly to keep it up-to-date. 
  • Invite your team members to collaborate on your roadmap and ensure it gets executed. 

So without further ado, here are our top strategic roadmap templates:

1. Strategic Plan Roadmap Template

If you want to create a comprehensive and actionable strategic roadmap, our Strategic Plan Template is the perfect way to get started.

This template guides you through the process of developing a roadmap for achieving your organizational goals, including identifying key objectives, outlining action plans, and tracking progress.

💡 Best for: Any executive, manager, or team leader who wants to ensure that their team is working towards the same goals and achieving success.

strategy plan template timeline view in cascade

👉 Click here to get your FREE strategic plan roadmap template.

“ Cascade is an eye-opener for managing strategy. It's easy to get started and to map strategic plans within the tool. But once getting into it, the number of options to customize and integrate other sources seems almost limitless. ” — Max W, Capterra

2. Business Roadmap Template

The Business Roadmap Template is a pre-designed tool that helps businesses to create a clear and concise roadmap for achieving their business plan.

With this template, you can create a roadmap for your business strategy that includes deliverables, timelines, and key activities to help you achieve key business objectives. 

You can also use it to identify and prioritize the resources required to execute your strategy effectively .

💡 Best for: Business owners, executive-level managers, entrepreneurs, and organizations of all sizes and industries looking for a customizable and comprehensive business roadmap .

business strategy template timeline view cascade

👉 Click here to get your FREE business roadmap template.

3. Product Roadmap Template

With our Product Roadmap Strategy Template , you’ll get everything you need to set your product development team up for success. 

You can use this template to create a clear and detailed product strategy roadmap and plan your product development process from product vision to launch.

💡 Best for: R&D teams, product leaders, and product teams launching a new product or service.

product plan template timeline view in cascade

👉 Click here to get your FREE product roadmap template.

“ This is a product that solves a key business problem which is stitching together company, product, or project vision to the execution of it. It turns strategy into something tangible and actionable. ” — Peter D, Capterra

4. Project Roadmap Template

Cascade's Project Planning Template is an easy-to-use guide for outlining project steps, setting targets, allocating resources, and monitoring progress—everything you need to execute your projects like a pro.

Use this flexible template to plan your various projects, coordinate complex strategic initiatives , and set timelines.

💡 Best for: Project managers and team leaders who need a robust, ready-to-use template for project planning.

project plan template timeline view in cascade

👉 Click here to get your FREE project roadmap template.

5. IT Roadmap Template

If you're struggling to create an IT roadmap, use our IT Strategy Plan Template to get moving on yours today.

Start moving the needle on your IT initiatives with this comprehensive template to guide your IT roadmap's strategic priorities, objectives, projects, and KPIs. 

💡 Best for: Internal stakeholders such as IT leaders and teams.

IT plan template timeline view in cascade

👉 Click here to get your FREE IT roadmap template.

6. Marketing Strategy Roadmap Template

Maximize your marketing ROI and align your efforts with the overall business strategy with our Marketing Strategy Roadmap Template . 

Use it to create a clear marketing roadmap, communicate your marketing goals, and provide direction to your teams, decision-makers, and stakeholders.

💡 Best for: CMOs, marketing managers, content managers, and other marketing professionals.

marketing plan template timeline view in cascade

👉 Click here to get your FREE marketing roadmap template.

7. Agile Roadmap Template

Looking to adopt agile methodology or improve your team’s current agile approach? Our Agile Roadmap Template can help.

Use it to identify opportunities for improving execution, alignment, and outcomes for agile practitioners. Plus, with Cascade’s robust performance and features, your project team members will be able to work faster, communicate better, and pivot quickly.

💡 Best for: CEOs, managers, and team leaders in any industry who use or want to start using agile methodology.

agile roadmap plan template timeline view in cascade

👉 Click here to get your FREE agile roadmap template.

“ Cascade provides our organization with a level of transparency we've never experienced before. Traditionally siloed teams have insight into what other groups are working on, facilitating a new level of engagement and cross-team collaboration .“ — Katie B, G2

8. Digital Transformation Roadmap Template 

Keep up the momentum and execute your digital transformation plan like a seasoned professional with our Digital Transformation Strategy Template . 

This template will guide your digital transformation strategic planning and execution. It can also be used to ensure various digital transformation initiatives are communicated effectively to key stakeholders. 

💡 Best for: Chief Information Officers (CIOs), CEOs, or teams leading their organization's digital transformation journey.

digital transformation plan template timeline view in cascade

👉 Click here to get your FREE digital transformation roadmap template.

9. Portfolio Roadmap Template

Our Portfolio Roadmap Template ( Portfolio Strategy Template ) is designed to help strategize and optimize portfolio performance.

Use it to efficiently assess the risks and returns of your investments, diversify your portfolio to minimize risk, and allocate resources to align with broader business goals. 

💡 Best for: CIOs (Chief Investment Officers), Directors, Portfolio Managers, and corporate planners who manage SBUs and investment portfolios. 

portfolio plan template timeline view in cascade

👉 Click here to get your FREE portfolio roadmap template.

10. Product Launch Roadmap Template

Are you gearing up to launch a new product? Our Product Launch Plan Template is a structured guide to help you stay on track and achieve your goals. 

With this template, you can outline your product launch objectives, projects, and activities from start to finish.

💡 Best for: Product managers, marketing managers, and teams who want to develop an effective strategic plan to launch, promote, and market products.

product launch plan template timeline view in cascade

👉 Click here to get your FREE product launch roadmap template.

11. Technology Roadmap Template

With the Technology Roadmap Template , you'll get a well-structured framework to execute and align technology initiatives.

Use this template to plan and create a timeline for your technology strategy and ensure your team stays on track to achieve strategic goals. Additionally, this template can help communicate the value of complex technology initiatives to the rest of your organization.

💡 Best for: Technology leaders, CTOs, and IT managers leading technology strategies.

technology plan template timeline view in cascade

👉 Click here to get your FREE technology roadmap template.

12. Financial Roadmap Template

If you want to quickly jump-start your financial planning strategy process, try out Cascade’s Finance Strategy Template .

With this template, you can easily set up a strategy to manage finances, proactively manage financial risks, and communicate important issues to other key stakeholders in your organization.

💡 Best for: Finance managers, CFOs, and other senior planning roles within financial teams.

financial plan template timeline view in cascade

👉 Click here to get your FREE financial roadmap template.

13. Data Strategy Template

Our Data Strategy Template is a proven roadmap framework to plan and execute any outcomes-focused data strategy. Use this template to build a strategic plan roadmap that will enhance how your organization leverages data and analytics in its daily operations.

💡 Best for: CTOs, CDOs, and data teams responsible for data strategies or digital transformation.

data plan template timeline view in cascade

👉 Click here to get your FREE data strategy template.

“ For us, Cascade is solving the problem of how we manage, share, and visualize our corporate and business line strategies, and how we prioritize our work and projects with these strategies in mind. This is allowing us to ensure that the entirety of our company is aware of what we're trying to accomplish and how they plug into those goals. ” — Jon K., G2

14. Supply Chain Roadmap Template

Whether you are focused on improving internal processes or increasing profitability, Cascade’s Supply Chain Strategy Template can help you create a comprehensive strategy to get there. Use it to create a strategically aligned supply chain strategy roadmap that drives profitability for both the top and bottom lines of your organization. 

💡Best for: CSOs, department heads, and CEOs who want to have a clear roadmap to optimize their supply chain operations.

supply chain plan template timeline view in cascade

👉 Click here to get your FREE supply chain roadmap template.

15. Innovation Roadmap Template

Looking to make innovation central to your business? Our Innovation Strategy Template can help. This easy-to-use template includes pre-filled focus areas, objectives, and KPIs to kickstart your innovation and continuous improvement initiatives. Start using it to drive growth and value creation in your organization.

💡Best for: Leaders and teams from organizations that want to develop an innovation strategy that drives growth and maintains your competitive edge.

innovation plan template timeline view in cascade

👉 Click here to get your FREE innovation roadmap template.

“ Certainly, anybody using Excel for strategy or strategy implementation needs to look at what this platform can offer. ” — User Review, G2

Strategic roadmaps can be powerful tools for planning and monitoring business outcomes.

Don't think of them as visual aids for PowerPoint presentations and planning reports—they're key to guiding teams and stakeholders toward success.

If you're looking for a platform that has all the tools, features, and functionality you need to make the most of your strategic roadmap planning, look no further than Cascade—the No.1 strategy execution platform in the world.

Sign up for a free forever account today or book a 1:1 product tour with one of our Cascade in-house strategy execution experts.

FAQs About Strategic Roadmap

What is the difference between a strategic plan and a roadmap .

A strategic plan is a high-level overview that outlines an organization's goals, vision, and strategies for achieving success, while a roadmap is a more detailed presentation that breaks down the strategies and tactics into actionable steps and timelines.

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How to create a business roadmap template in Excel (with pictures)

When you’re looking to improve your business, if you don’t have a map of how you’re going to reach your goals and objectives you’re going to struggle. That roadmap has to be something that’s concise enough so it’s easy to communicate whilst providing a critical view of how key goals and objectives will be met.

Most businesses carry out some form of business planning often this is in the form of project plans.  Project plans are great but they provide a granular detailed view on individual tasks and resources – this is often too much detail when communicating key objectives to a wide audience.

Enter the business roadmap.

What is a business roadmap

Business roadmaps provide a business or team a structure for leading the organization through its strategic objectives and how they will be achieved.

Having a roadmap does two things

1/ It shows everyone the top level strategy and direction 2/ It describes the high-level timescales when things will be achieved.

Key Benefits of using a roadmap

Roadmaps have various benefits here we list what we think are the 5 key ones:

1/ Simplicity Business Roadmaps are usually visual affairs that are communicated on one page.

2/ Easy to communicate As the roadmaps are constructed in a simple way they are usually very easy to communicate, often as a visual aid during a presentation/briefing they focus on the key elements.

3/ The facilitate collaboration Roadmaps usually require the collaboration of several teams to help create them. This is often due to the roadmap itself displaying data relating to multiple workstreams and owners. To provide a robust roadmap, teams MUST collaborate to create them as they can’t usually be done in silos.

4/ The are Goal orientated Roadmaps cut to the chase and focus on key activities and deliverables and as such, they are great at cutting through the minutiae and presenting what really matters.

5/ They drive strategy and prioritization, providing a clear scope. Because of focusing on summarising what matters roadmaps produce a strategy that is easy to understand with a clear scope (tied to deliverables.

Business Roadmaps vs Project Plans

Detailed business/Project plans are great, let’s get that out of the way. But as we said above, detailed project plans can get far too large and detailed) this isn’t great when you’ve got to communicate out to the masses.

The key difference is that roadmaps capture the actions, goals, and dates in a high-level and visually simple plan.

Unlike Project plans roadmaps do not care for the detail but rather provide a signpost of the overall direction.

Note that roadmaps should not be used instead of project plans (they are not detailed enough!), each tool has its place.

Business Roadmaps are great for Continuous improvement!

Your continuous improvement strategy and the resultant projects can be large complex challenges and despite the multitude of tools and systems out there, it’s usually significantly hard work to implement.

Your improvement strategy can be severely hampered if your organization misinterprets (or is unaware) of your objectives and when you intend to execute them.

There is also likely to be key dependencies and metrics that have to be achieved in order to drive the timeline. By using a roadmap these “gates” can easily be communicated and you can facilitate an approach for delivering your improvement goals.

As ever with tools like this, it’s key to the roadmap that your objectives are measurable so that you can state where you started from and where are you aiming to go. The great thing about using business roadmaps for use in continuous improvement programs is that your roadmap can include additional notes such as which key metrics will be used to validate your performance, and what levels should be attained.

What goes into a business roadmap

A roadmap is merely a fancy phrase for a set of high-level tasks and/or deliverables which are displayed over a time period.

A typical business roadmap will identify the business challenges in a step by step linear fashion. This helps the business by visualizing the major steps required to reach an objective. It enables the “team” to then assess those steps to ensure they are appropriate and that the timings are both sensible and achievable.

The roadmap portrays a plan which is intended to deliver a particular goal or set of objectives. Usually, it displays the key milestones that are the “ingredients” to deliver the overall strategy.

Roadmaps can come from lower level project plans which articulate key deliverables or can be used to drive things the other way with the roadmaps defining the requirement which then is planned at a detailed level.  Whichever the case, both business roadmaps & project plans are usually inter-related.

Roadmaps are useful because they provide a mechanism on how the business visualizes the “how” things are done and where the value is added.

What business roadmaps are not

Roadmaps are not merely a document to list your key problems and then let it gather dust. It’s a strategic document that defines the work ahead and needs to be continually reviewed and assessed as the program unfolds.

It is also not a project management plan. Roadmaps are a higher level strategic view of the key activities. Roadmaps don’t show the individual tasks and assignments and timelines at a micro-level.

The key ingredients of a roadmap

Ingredients are usually:

1/ Objectives/Deliverable 2/ Resource/functional groups responsible for tasks 3/ Timeline

Your roadmap (and your template) can be structured to state where you want to be in key intervals. For example, where do you intend to be in six, twelve, eighteen months time? Your roadmap can be used to articulate this.

Your action plan should include an outline of the key activities in the order that they will be executed and the duration. Often these objectives require the successful completion of the previous activities. This enables the capture and communication of key roadblocks or risks.

By documenting your action plan you have something that you can then use to communicate key objective to the workforce to obtain buy-in and support.

Adding elements such as review cycles to your plan and understanding who the key stakeholders are can also help.

What does a business roadmap look like?

Below we show 4 typical examples of an Excel based Business roadmap. We’ve included screenshots of each example so you can replicate if you need. Note the tasks in these are simple and you might want to expand the size of these if you have a complex set of strategies to deliver.

They are fairly simple to construct in Excel, you need minimal excel skills (you’ll need to know how to shade cells, merge cells and place borders around things.

1/ Business roadmap with a horizontal timeline

In the below example you can see that we’ve got the timeline running accross the top (4 quarters) and functional groups running down the left hand side.  Key deliverables by function are shown in thier respective quarter.

business roadmap excel

2/ Business roadmap in functional swimlanes

Similar to example 1 this reverses the functions and timeline placing the functions along the top (in swimlanes) and the timeline down the side.

business roadmap excel

3/ Business roadmap with amalgamated objectives

business roadmap excel

4/ Business roadmap with monthly tasks

business roadmap excel

So there you have our four examples.  Why not give it a try and develop your own business roadmap excel template.

This post is part of our Management & Leadership Guide .  Check it out for more tips, techniques and templates.

As ever we’d love to hear your feedback in our comments section below.

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Customizable project timeline and roadmap templates

Plotting your course isn't just clarifying, it can be captivating too. build your next project timeline or roadmap using designer-developed, customizable templates. no matter what kind of project you're planning or managing, there's a timeline template that'll keep you on track..

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Show your plan at a glance with timeline templates

Don't waste any time—start your next project plan or production roadmap with a timeline template. Timelines are a great way to visually organize your thoughts, plotting each step that you plan to execute. Making planners and trackers into timelines is a snap when working with templates. You can also use timeline templates to show how far a project has come along, every milestone accounted for. Small businesses can find timelines helpful for pitching new business during presentations as well as planning new products. And adding a timeline to a wedding save the date or an invitation is a great way to let guests know everything they can look forward to during your celebration. Timelines aren't just for project planning. Resumes are themselves a kind of timeline, and there are some fantastic graphic resume layouts that incorporate easy-to-read timelines that make your work history stand out.

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TEMPLATE DESCRIPTION

Welcome to our Roadmap Excel Template – the ultimate tool for strategic planning and cross-functional coordination.

You have a clear target and you know the steps to reach that, but you also want to see the clear path bringing you to the top. That’s where this Roadmap Excel Template will help you to visualize your major goals and strategies . Now, you can plan and achieve your goals more effectively with this agile management tool.

Efficiently map sales strategy, prioritize projects, and track performance with this visualization canvas. From brainstorming to design, streamline your route to success and define your priorities, ensuring clarity and ownership.

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In some cases, roadmap excel templates are misunderstood as timelines for a project or product. While there are many similarities between the two, the most important difference is that we do not need any exact dates for roadmaps.

This roadmap generator tool is your key to effective planning, mapping and tracking, enhancing alignment and efficiency across your scrum teams and organization.

Also, if you’re looking for a Visio alternative to cretae roadmap layout , then this tool will help you design your development and progress framework . And it’s all ready for your presentation.

Roadmap Excel Template Main Features

Above all, there are two sections in the roadmap excel template:

So, let’s look at these sections more deeply.

1. Roadmap Section

There are two parts in the roadmap section: a goal table and a roadmap diagram.

Here you can write down your goals, stages, and the responsible department. As you fill out the table or make changes, the roadmap diagram on the left will immediately reflect the changes.

To clarify, it is possible to add goals in this roadmap excel template, by writing them down on the table. Furthermore, the excel template allows you to specify the general length of your goal as well as whether it is an important one or not.

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As soon as you mark  a goal or task as a milestone, a star will appear next to it and the description will appear in a bold font. So that, you can easily highlight your milestones.

Roadmap-Someka-Excel-Template-S05

2. Settings Section:

You can customize your roadmap in the settings section of this Excel template. Generally, there are three options available in settings:

  • Time Ranges

Firstly, this roadmap template gives you the option of adding up to 10 phases (time periods). Moreover, you can use any splitting phases that you like, such as Now, Next, and Future. Or you could also break down the year into quarters like Q1, Q2, Q3, Q4, or even months and weeks.

Secondly, you can edit the metrics associated with your vertical split, also you can write your options next to your preferred color.

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In addition, your roadmap can be organized by phases, each representing a different department and color. As well as vertical phases, there can be horizontal phases, such as Q1 Q2 Q3 Q4 and many others.

As a final step, you can set your time ranges and adjust the length of your tasks based on the estimated time to complete them.

Align your strategy with cross-functional teams , presenting initiatives with precision and effectiveness.

Roadmap Excel Template Features Summary:

  • Automatic roadmap diagram maker
  • Fully printable
  • Customizable options
  • Ready for presentation
  • Informational notes included
  • No installation needed, ready-to-use
  • Works both on Mac and Windows
  • Compatible with Excel 2013 and later versions
  • Does not include any VBA code or macros

Roadmap is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

Roadmap Template - Someka Excel Template Video

FREQUENTLY ASKED QUESTIONS

Roadmap examples.

Below are some samples created by Excel Roadmap Maker . Examples are available in different formats and free to download.

Marketing Roadmap Template Someka Example Cover

Marketing Roadmap Template

Free download Marketing Roadmap Template. Ready-to-use files to organize your journeys. Available in Excel and PDF.

Career Roadmap Template Someka Example Excel Cover

Career Roadmap Template

Guide your professional journey with our Career Roadmap Template. Printable and editable sheets. Available in Excel and PDF. Instant download.

Content Roadmap Template Someka Example Cover

Content Roadmap Template

Plan writing efficiently using our Content Roadmap Template. Ready roadmap to guide your content process. Immediate access in Excel and PDF.

Research Roadmap Template Someka Example Cover

Research Roadmap Template

Chart out your R&D direction with our Research Roadmap Template. Ready chart for you to edit. Available in Excel and PDF.

Digital Roadmap Template Someka Example Cover

Digital Roadmap Template

Craft a clear strategy with our Digital Roadmap Template. Ready files to guide your digital journey. Get it instantly in Excel and PDF.

Marketing Roadmap Template Someka Example Cover

Strategic Roadmap Template

Free download Strategic Roadmap Template. Visionary planning at its best. A guide for your strategical decisions. Ready in Excel and PDF.

USER REVIEWS & COMMENTS

15 reviews for excel roadmap maker.

Vishvas Dalal – May 16, 2023

As a Scrum Master, I highly recommend this tool for developers. Without hesitation, purchase it and use the benefits.

Tony H – January 12, 2023

I dont know how to delete Someka’s logo of this roadmap template. Can you give me some help.

Someka – January 12, 2023

Hey there, Don’t fret! To customize your logo, right click and add your own logo. If you need further assistance, shoot us an email.

Matilda K93 – December 8, 2022

We are a startup, and we need more than like 4 quarter, how we can add more?

Someka – December 8, 2022

Greeting! To include additional time frames such as quarters, months, or any other specific date format, please navigate to the Settings Sheet and locate the Phases column. Here, you will be able to add up to twenty different time frames to your template.

Wayne – October 23, 2022

What is the difference between milestone and goals? Why you used this term?

Someka – October 23, 2022

Hi there, We’d be happy to provide more information. These two terms are quite similar, but there are a few differences. A goal is something that someone, a team, or a company has planned to reach with success within a set amount of time. Milestones , meanwhile, are key successes that are necessary to reach a goal. Hope that helps you.

Ancy Hassan – August 18, 2022

Many thanks to Someka for providing such an easy-to-use and reliable product!

May Ashton – July 7, 2022

great excel sheet

Mort Dean – July 6, 2022

The most complete, presentable, compact & user-friendly template

Patrocinio – July 4, 2022

How can I highlight milestones

Someka – July 4, 2022

Hello Patrocinio,

As soon as you mark a goal or task as a milestone, a star will appear next to it and the description will appear in a bold font. So that, you can easily highlight your milestones.

Please see the image below:

Roadmap-Someka-Excel-Template-review

Wilkie Mora – July 3, 2022

How can we unlcok?

Someka – July 3, 2022

Hello Wilkie,

Please click here to see how to unlock your sheets.

After unlocking, you may self-customize the template according to your needs.

Missie – July 3, 2022

I want to use this template with phase months,weeks. IS IT POSSIBLE?

Hello Missie,

Firstly, this roadmap template gives you the option of adding up to 10 phases (time periods). Moreover, you can use any splitting phases that you like, such as Now, Next, and Future. Or you could also break down the year into quarters like Q1, Q2, Q3, Q4, or even months and weeks. Hope this helps!

Heidi – July 3, 2022

changingh order according to my needs is very helpful thanks someka

Rose Pottinger – July 2, 2022

Beautiful PROJECT MANAGEMENT TEMPLATE. Well done!

Gilbert Burrell – July 2, 2022

best solution for product planning. We want to change licence with multi useR?

Someka – July 2, 2022

Hello Gilbert,

We may surely upgrade your license from single-user to multi-user. Just email us at [email protected] and our team will contact you with a link to upgrade your license.

Sully S – July 2, 2022

so beautiful in display and creative in content, just want to remove your logo?

Hello Sully,

You can remove the logo or replace it with your own logo for each sheet. For Free Versions, you are not allowed to remove the logo or alter any copyrighted material in the template. You can do it in the full version. Please check how to do that in this link .

how-to-remove-someka-logo

Hope this helps!

Ricki J – June 30, 2022

Loved the work as this makes process management easy

You must be logged in to post a review.

Only verified users who have downloaded and used the template may leave a review.

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Strategic Roadmap Template

Use this free Strategic Roadmap Template for Excel to manage your projects better.

business roadmap excel

Organizations plan ahead. Some even look months and years into the future to stay competitive in the marketplace. Whatever their strategic goals, they visualize the steps that’ll get them there with a strategic roadmap. Download our free strategic roadmap for Excel to create a clear guide to align everyone in the organization with its long-term objectives.

If you want to get more control than a static template can give you, there’s ProjectManager , an award-winning project and portfolio management software with powerful project roadmaps where you can view all the projects working towards your strategic goals in one place. Our roadmaps have resource management, time tracking and task management features to help you achieve your goals. Users can filter, view which projects are open, highlight key metrics for stakeholders, link all four task dependencies, filter for the critical path and set a baseline. Get started with ProjectManager today for free.

business roadmap excel

What Is a Strategic Roadmap?

A strategic roadmap is a tool to visually communicate an organization’s strategy and the steps that will be taken to achieve its long-term goals and objectives. It’s a powerful means to deliver the strategy and the vision of an organization and its plan to execute its goals and objectives by visualizing the key outcomes.

However, a strategy roadmap is different from a strategic plan . The strategy roadmap is a way to communicate the what and the why, while the plan is the how. The strategy roadmap looks like a Gantt chart and in many ways it is, but it isn’t populated with activities, start and end dates. It describes what the organization must change and why that change is happening, which is to achieve its strategic vision.

The strategic roadmap is a bird’s eye view of where an organization is and how it’ll get to where it wants to be in the future. A strategic roadmap is something that’ll change over time, too, as business conditions and strategic objectives change. This means you’ll want one that can be easily edited and shared to best communicate the strategic goals throughout the organization.

Why Use This Strategic Roadmap Template?

Our free strategic roadmap template helps you by laying out all the elements of a strategy. All you have to do is fill in the blanks. This creates a consistent action plan that can be replicated for future strategic goals. You can also customize it to add sections you need or take away those that you don’t need.

Strategic roadmap template for Excel

In general, a strategic roadmap is essential to prepare your organization for moving from where it currently stands to where it wants to be over the next number of years. If an organization thinks it can just go from having a strategy to executing it, they’re in for a rude awakening. Communicating that strategy throughout the organization is key to aligning everyone for the implementation of that strategy. The strategy roadmap accomplishes this.

Who Is This Strategic Roadmap Template For?

Since the strategic roadmap is an organization-wide document it is used by everyone. The strategic roadmap is a bridge that links the vision and mission of a company with the execution of how it will achieve its long-term goals. Therefore, everyone from CEOs, CMOs to CTOs is going to use it. But the list goes beyond C-level executives. Below is a short list of those whom our free strategic roadmap template is for.

  • Executive Leadership Team
  • Department Managers
  • Product Managers
  • Project Managers
  • Project Management Offices (PMOs)

When Should You Use This Strategic Roadmap Template?

A strategic roadmap template is the output of the strategic planning process. Therefore, it’s developed during an organization’s long-term strategic planning. That’s because a strategic roadmap provides a clear and detailed product development process from vision to launch.

The strategic roadmap template is used by research and development teams, product leaders and product teams that are launching a new product or service. As noted above, the strategic roadmap will serve multiple purposes. Besides a bridge, it’s also a tool for communicating the strategic plan to stakeholders and tracking progress against objectives. Here are some other examples of when to use a strategic roadmap.

When Managing Multiple Projects Across Business Departments or Teams

A roadmap is like a Gantt chart timeline only it tracks several projects from start to finish on one page. This provides program managers, portfolio managers and PMOs with an overview of all the projects, which allows them to better allocate resources to ensure that all projects progress on time and within budget.

When Tracking the Action Steps for Reaching the Strategic Goals of an Organization

As stated earlier, the roadmap can be used as a tool to track progress . That’s because it provides a benchmark for measuring progress by outlining the desired outcomes and timelines. This allows an organization to track its progress toward its strategic goals, identify deviations and respond promptly.

When Creating a Strategic Plan for Your Business

Of course, the most obvious use of a strategic roadmap is when illustrating an organization’s long-term plan. This visual depiction of a company’s strategic goals and the steps to get there is used to illustrate those steps and help align projects with those long-term goals.

What Is Included in This Strategic Roadmap Template?

Download our free strategic roadmap template for Excel and you have a fully customizable document that can be adapted to reflect your long-term plans. While there are many ways to create a strategic roadmap, the most common is building on a Gantt chart. However you choose to make a strategic roadmap, it should include the following.

This strategic roadmap template has a simple calendar timeline that shows your initiatives and tasks for each quarter of the year. It’ll help you track progress and manage expectations.

Tasks and Activities

Also called actions, these are specific tasks that are related to each strategic initiative . They are the action steps the organization needs to execute to achieve its strategic objectives.

Deliverables

Deliverables are what is created to fulfill the project objective. These are actual items, tangible or intangible, that come out of the project to accomplish your strategic goals.

A milestone is any significant event or achievement on the strategic roadmap . It indicates that there’s progress towards achieving your strategic objectives.

There is a column where you can list the various teams that make up your organization. In most cases, a strategic roadmap shows the activities that each business department such as production, marketing, HR, or sales will execute in the upcoming year.

Strategic Roadmap Example

To better understand a strategic roadmap, here’s an example of one. Let’s say a manufacturer wants to exploit a niche in the market for smart sneakers that track a runner’s health. They will create a strategic roadmap to show how they will get this product to customers over a couple of years.

If they already have the technology, then the next step is the plan, which includes assembling resources, creating working plans and securing a team and contracting with suppliers or vendors. The next milestone is testing the product that will be manufactured by making a prototype.

Once the product has shown that it works and can be made at a cost that allows it to be sold at a competitive price, it can go into production. This involves ensuring that there is inventory and contracts with retailers have been secured. The last milestone is launching the product, including any marketing and advertising, and shipping the finished product to stores.

More Strategic Planning Templates

Of course, a strategic roadmap is only one of many templates that can help an organization achieve long-term plans. ProjectManager has over 100 free project management templates for Excel and Word that address every aspect of a project. Here are a few for strategic planning.

Strategic Plan Template

The strategic plan is more detailed than a strategic roadmap. Our free strategic plan template for Work helps you outline your strategic plan from executive summary to financial projections and much more.

strategic plan template for Word

Strategy Map Template

A strategy map shows the cause and effect of your strategic objectives in a visual way that addresses more than just the financial perspective. Our free strategy map template for Excel allows you to map your strategic objectives across four perspectives.

strategic map template for Excel

SWOT Matrix Template

SWOT stands for strengths, weaknesses, opportunities and threats. Our free SWOT analysis template for Excel can help you evaluate each of those in your organization. This will be valuable information when coming up with a strategic plan.

SWOT template for Word

ProjectManager Is Better Than a Strategic Roadmap Template

Our free strategic roadmap template will help you visualize the steps that can take the organization from vision to achievement of your long-term goals. But it’s not a great working document. Templates are static documents that need to be manually updated and aren’t great for collaboration. It’s better to build your strategic roadmap in ProjectManager, an award-winning project and portfolio management software , that allows you to create a detailed strategic roadmap that visualizes your strategic plan and can be easily shared and edited.

Track Costs and Budgets With Real-Time Project Portfolio Dashboards

Unlike a strategic roadmap template, you can monitor progress in real time with our roadmap. You can also toggle over to the portfolio dashboard and get a high-level overview of all your projects and tasks. Our dashboard doesn’t require a lengthy and complicated setup like you’ll find with lightweight alternatives.

It automatically collects live data and displays it on easy-to-read graphs and charts that show time, costs and more key performance indicators (KPIs). For more information, it’s quick and simple to generate portfolio reports or reports on variance, timesheets and workload. All reports can be filtered and shared to keep stakeholders updated.

business roadmap excel

Manage Resources and Track Labor Costs

Having control over your resources and being able to allocate them across all your projects is one way to ensure that you meet your strategic goals. Managers can set the availability of their teams, which helps streamline assignments, by noting their PTO, vacation time and, if they’re working with remote teams, global holidays. To keep your team working at capacity and productive, visit the workload management chart . It’s color-coded to make it easy to see their allocation.

business roadmap excel

You can then reallocate resources right from the chart and balance their workload. Finally, to keep an eye on labor costs and make sure you’re not going over budget, use our secure timesheets to track that and how far each team member has gone in completing their tasks.

Related Strategic Planning Content

There’s more to strategic planning than strategic roadmaps. ProjectManager is an online hub for all things related to project management . We publish weekly blogs, tutorial videos and have a huge selection of free project management templates. Here’s a sampling of some of our articles on strategy.

  • How to Create a Strategic Roadmap for Your Organization
  • Strategic Planning in Business
  • Strategic Project Management: Planning Strategic Projects
  • Strategic Planning Models: An Introduction
  • A Quick Guide to Strategic Initiatives

ProjectManager is online project and portfolio management software that connects teams in the office, out in the field and everywhere else in the world. You can share files, comment at the task level and stay updated with email and in-app notifications. Join teams at Avis, Nestle and Siemens who use our software to deliver successful projects. Get started with ProjectManager today for free .

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Free Business Plan Templates in Excel

By Joe Weller | September 27, 2020

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In this article, we’ve rounded up an extensive list of free business plan templates and samples for organizations of all sizes. You can download all of the plans in Excel. 

Included on this page, you’ll find business plan templates in Excel , business plan checklists in Excel , business plan financial templates in Excel , and more.

Business Plan Templates in Excel

These Excel business plan templates are designed to guide you through each step of a well-rounded strategy that supports your marketing, sales, financial, and operational goals.

Business Plan Template in Excel

Business Plan Template

This Excel business plan template has all the traditional components of a standard business plan, with each section divided into tabs. This template includes space to provide the executive summary, target audience characteristics, product or service offering details, marketing strategies, and more. The plan also offers built-in formulas to complete calculations for sales forecasting, financial statements, and key business ratios.

Download Business Plan Template

Excel | Smartsheet

One-Page Business Plan in Excel

business roadmap excel

To check the feasibility of your business concept, use this single-page business plan template. The template allows you to jot down the core details related to your idea. This template also includes room for you to provide concise information about what you do, how you do it, why you do it, who your idea serves, your competitive advantage, your marketing strategies, and your success factors. At the bottom of this one-page plan, you’ll find a table to conduct a SWOT (strengths, weaknesses, opportunities, and threats) analysis. Find more downloadable single-page plans and examples at “ One-Page Business Plan Templates with a Quick How-To Guide .”

Download One-Page Business Plan

Excel | Word | PDF | Smartsheet

Sample 30-60-90-Day Business Plan for Startup in Excel

Sample 30 60 90 Day Business Plan for Startup Template

This 90-day business plan is designed for startup companies to develop a 90-day action plan. This template gives you room to outline the following: main goals and deliverables for each 30-day increment; key business activities; task ownership; and deadlines. This template also includes a built-in Gantt chart that adjusts as you enter dates. Visit “ 30-60-90-Day Business Plan Templates and Samples ” to download more free plans.

Download 30-60-90-Day Business Plan for Startup

For more free business plans in a wider variety of formats, visit “ Simple Business Plan Templates .”

Business Plan Checklists in Excel

These business plan checklists are useful for freelancers, entrepreneurs, and business owners who want to organize and track the progress of key business activities.

Business Planning Checklist with Timeline in Excel

Business Planning Checklist with Timeline

Use this checklist to keep your business planning efforts on track. This template enables you to add tasks according to each phase of your plan, assign an owner to each task, and enter the respective start and end dates. The checklist also enables you to create and color-code a visual timeline when you highlight the start and end dates for each task.

Download Business Planning Checklist with Timeline Template

Business Plan Checklist with SWOT Analysis in Excel

Business Planning Checklist with SWOT Analysis

Use this business plan checklist to develop and organize your strategic plan. Add the name of the business activity, along with its status, due date, and pertinent notes. This template also includes a separate tab with a SWOT analysis matrix, so you can evaluate and prioritize your company’s strengths, weaknesses, opportunities, and threats.

Download Business Plan Checklist with SWOT Analysis - Excel

Business Startup Checklist in Excel

business roadmap excel

This checklist template is ideal for startup organizations. It allows you to list and categorize key tasks that you need to complete, including items related to research, strategic relationships, finance, development, and more. Check off each task upon completion to ensure you haven’t missed or overlooked any important business activities. Find additional resources by visiting “ Free Startup Plan, Budget & Cost Templates .”

‌Download Business Startup Checklist Template

Business Plan Financial Templates in Excel

Use these customizable templates to develop your organization’s financial plan.

Business Startup Costs Template in Excel

business roadmap excel

Use this template to estimate and track your startup and operational costs. This template gives you room to list line items for both funding and expenses; you can automatically calculate totals using the built-in formulas. To avoid overspending, compare budgeted amounts against actual amounts to determine where you can cut costs or find additional funding.

Download Business Startup Costs Template

Small-Business Budget Template in Excel

business roadmap excel

This simple business budget template is designed with small businesses in mind. The template helps you track the income and expenses that you accrue on a monthly and yearly basis. To log your cash balances and transactions for a given time frame, use the tab for cash flow recording.

Download Small-Business Budget Template - Excel

Startup Financial Statement Projections Template

Startup Financial Projections Template

This financial statement projections template includes a detailed profit and loss statement (or income statement), a balance sheet with business ratios, and a cash flow statement to analyze your company’s current and future financial position. This template also comes with built-in formulas, so you can calculate totals as you enter values and customize your statement to fit the needs of your business.

‌ Download Startup Financial Statement Projections Template

For additional templates to help you produce a sound financial plan, visit “ Free Financial Templates for a Business Plan .”

Business Plan Marketing and Sales Templates in Excel

Use these downloadable templates to support and reinforce the marketing and sales objectives in your business plan.

Sales Forecast Template in Excel

business roadmap excel

This sales forecast template allows you to view the projected sales of your products or services at both individual and combined levels over a 12-month period. You can organize this template by department, product group, customer type, and other helpful categories. The template has built-in formulas to calculate monthly and yearly sales totals. For additional resources to project sales, visit “ Free Sales Forecasting Templates .”

Download Sales Forecast Template

Marketing Budget Plan in Excel

Marketing-Budget-Plan-Template

This marketing budget plan template helps you organize and plan your campaign costs for key marketing activities, such as market research, advertising, content marketing , and public relations. Enter the projected quantity and cost under each campaign category; the built-in formulas enable you to calculate projected subtotals automatically. This template also includes a graph that auto-populates as you enter values, so you can see where your marketing dollars are going.

Download Marketing Budget Plan Template

Other Business Plans in Excel

Use these business plan templates to conduct analyses and develop a plan of action that aligns your strategy with your main business objectives.

Business Action Plan Template in Excel

business roadmap excel

Use this basic action plan template to develop a roadmap for reaching your goals. Add a description of each action item, assign the responsible party, and list the required resources, potential hazards, key dates, and desired outcome. You can use this template to develop an action plan for marketing, sales, program development, and more. 

Download Business Action Plan Template

Business Plan Rubric in Excel

business roadmap excel

Once you complete your business plan, use this rubric template to score each section to ensure you include all the essential information. You can customize this rubric to fit the needs of your organization and provide insight into the areas of your plan where you want to delve more deeply or remove unnecessary details. By following these steps, you can make certain that your final business plan is clear, concise, and thorough.

Download Simple Business Plan Rubric

Competitive Analysis Template in Excel

business roadmap excel

This template enables you to analyze the competitive landscape and industry for your business. By providing details related to your company and competitors, you can assess and compare all key areas, including the target market, marketing strategies, product or service offerings, distribution channels, and more.

Download Competitive Analysis Template

Excel  | Smartsheet

For additional free templates for all aspects of your business, visit “ Free Business Templates for Organizations of All Sizes .”

Turbo-Charge Your Business Plans with Templates from Smartsheet

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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Nine business roadmap examples for scaling your organization

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Business roadmaps can take on countless forms—depending on the business function the roadmapper is in charge of.

To help narrow the scope for any business planning its own growth, we’ve outlined 9 business roadmap examples below that are aimed at organizations looking to scale. ( Btw, all of these roadmaps are available in our roadmap template library, which you can check out here! )

We’ll also be offering examples of each type of business roadmap that fall under two general formats: timeline roadmaps (roadmaps planned with specific dates in mind) and swimlane roadmaps .

Timeline-view roadmaps are, as the name suggests, roadmaps that lay out a specific timeline for a plan or strategy. These roadmaps usually highlight time-based elements per each initiative on the roadmap (like milestones, key dates, and dependencies). Swimlane-view roadmaps, on the other hand, offer fuzzier “buckets” of time for initiatives on the roadmap like backlog / in progress / completed.

Searching for the right tool for your roadmapping needs? Let our roadmap tool guide help you.

1. business roadmap.

For a company that needs a flexible document that effectively presents key business goals, dates, and plans of action relevant to all stakeholders.

What’s a business roadmap?

A business roadmap is a visualization of your company’s major objectives and strategies. Stakeholders use business roadmaps to illustrate initiatives and deadlines happening in different departments.

Like a business plan, a roadmap gives the long view of where your organization is going and how it will get there. For businesses to succeed, stakeholders need a shared understanding of the big picture. Business roadmaps knock down silos between teams and provide a clear vision of the future.

For a more detailed breakdown of what a business roadmap is and isn’t, check out our guide: What’s a Business Roadmap?

Business roadmap examples

business-tl

This view also lets teams see how their work is contributing to efforts to grow the business, which in turn can help businesses see and squash any silos between departments and stakeholders.

homepage-sw

For businesses that aren’t ready to allocate specific timeframes to every single initiative on their roadmap, that’s where a swimlane-view works really well. By showing each department’s individual projects and strategies, you can have swimlanes dedicated to each team and then organize items by any timeframe.

Think of this type of roadmap as a snapshot of each team’s primary objectives for certain periods of time. Someone should be able to look at this roadmap and quickly understand what each team is trying to achieve in each timeframe.

Align all your stakeholders around the business goals that matter using our business roadmap template .

2. Strategic roadmap

For companies with a strong vision that need a visual blueprint to stay on top of the goals that matter the most to the business.

What is a strategic roadmap?

Simply put, a strategic roadmap communicates your business’ vision. Outlining the steps to achieve your mission, a business roadmap hinges on long-term objectives and deadlines. The keyword here is long-term. That means it doesn’t include product features and short-term wins; this roadmap is reserved for overarching goals like fundraising rounds and MRR targets.

Generally owned by senior-level stakeholders, this roadmap should be accessible to every employee (not to edit per se, but to view). By granting this access, you align your individual departments on your plans to grow the business and you encourage teams to develop projects that contribute directly to said growth.

Strategic roadmap examples

For organizations planning their business growth strategy over the next few months, quarters, or years, a timeline-view of the strategic roadmap works really well. Businesses can use this time-based view of a business roadmap to track key initiatives and milestones that each of your departments will undertake to contribute to the overall mission.

A swimlane-view of the roadmap is perfect for businesses that are less strict about the “when” of their strategic planning. This roadmap assigns each team an individual swimlane and organizes their respective strategic initiatives by status. This way, any stakeholder can quickly glance and know what strategic project is upcoming, in progress, or completed.

Plan to achieve your big vision with our ready-to-use strategic roadmap template .

3. Startup roadmap

For early-stage companies that need a way to communicate and align on what to build first, in what order, and how to deliver it.

What’s a startup roadmap?

While a business roadmap can be adapted for any size organization, the common roadmap template might not be as applicable if you don't have many teams or resources. That’s why we suggest a startup roadmap for businesses still finding their footing.

A startup roadmap helps smaller businesses plan how they’ll hit the ground running and then scale to a much larger size. Because starting your own business is very much a roller coaster of an experience, a startup roadmap helps bring some clarity to the messy and experimental process.

Startups tend not to be heavily process-oriented. As a result, startup roadmaps lean more on the high-level and flexible side, so as to adapt quickly to the often chaotic startup environment. The roadmap is a small business’ way of zooming in on its end goal (hint: business growth) and mapping out a feasible plan to achieve said goal.

Startup roadmap examples

The truth is, as a startup, you’re probably not too strict about timelines. So, that’s where a swimlane-view of the startup roadmap is most useful. For startups that just aren’t as confident (or trusting) of their timelines, apply a Swimlane View for your business where the focus is on the status of the project, not when it’s getting pushed out.

Startups, we got you. Chart your growth with our customizable startup roadmap template .

4. Business development roadmap

For companies that need a way to organize teams around a market-share growth plan.

What’s a business development roadmap?

For super-speedy businesses barreling towards major growth by the end of the year, a business development roadmap is an ideal asset for your toolkit. This roadmap highlights the essential tasks that contribute to rapid revenue and market-share growth, often in a one-year timeframe.

Sales, marketing, and product teams champion this roadmap, as they use this tool to plan and communicate their business development projects that play a hand in aggressive business growth. For example, sales can use this roadmap to visualize their “land and expand” strategies, while product can outline initiatives like a referral program or live chat that will capture more customers—and ultimately rake in $$.

Business development roadmap examples

Milestones can clearly highlight the KPIs the business wants to hit during this growth period, thereby giving your teams specific goals (and deadlines) to strive towards. On top of that, you can also explicitly communicate external factors, like changes to privacy laws or updates to a certain OS, that could muddy the “biz dev” waters.

For the less deadline-oriented businesses, a swimlane-view lets you bucket your business development tasks into loose buckets such as quarters. It’s a sweet and simple way to manage all the teams’ expectations on when certain things must get done.

Reach your biz dev goals (even) faster with our business development roadmap template .

5. Business intelligence roadmap

For managers and their teams that need a tool for keeping track of and visualizing the different areas of BI everyone is working on.

What’s a business intelligence roadmap?

For business intelligence (BI) teams that want to maximize their effect on organizational decisions and growth, enlist a business intelligence roadmap. Owned and operated by BI managers and their teams, this type of roadmap visualizes and communicates all aspects of BI, from data mining and analysis to querying and reporting.

BI managers can use this roadmap to plan how their team can optimize internal business processes to be more efficient, which leads to better-informed decisions by the business. An added benefit of this roadmap is that it helps BI managers inform the rest of the organization and C-level executives about what BI is doing and how they plan on being a part of the business’ bigger picture.

Business intelligence roadmap examples

The swimlane-view of the BI roadmap hones in on the BI team’s higher-level goals versus the dates that they’re hitting. Assigning BI tasks to different business verticals like data governance, process improvement or architecture & infrastructure, this roadmap then organizes tasks based on BI goals like strategy, growth and efficiency.

Build your own business intelligence roadmap with our ready-to-use template (just like above ☝️).

6. Data strategy roadmap

For teams that need to communicate how a company’s data operations will evolve over time, as well as what resources will be required to achieve them.

What’s a data strategy roadmap?

A data strategy roadmap tells the rest of your organization how you’ll improve your business’ data operations—such as data collection, storage, management, and application. Well-planned and properly stored data = better business decisions = better organizational growth.

This roadmap tends to fall into the hands of your CIOs, CTOs, and data teams. These data-leaning individuals use this roadmap to ensure their business’ data strategy fits nicely with not only their business processes, but security and information management best practices.

Think of this roadmap as a way to answer any pressing questions—internally and externally—regarding how your business handles data. Are you legally (and ethically) collecting the right data from your users when they visit your website? Are you storing any “unclean” data that should be expunged from your records? What security protocols are in place in case of a data breach?

Data strategy roadmap examples

For more flexibility with your data strategy, apply a swimlane-view . Rather than mapping data initiatives across an extensive timeline, the team’s activities and tasks are sorted into smaller time frames like months or quarters. This way, the team (and organization) can see which types of data security initiatives are getting priority and when.

Get your data strategy in order with our data strategy roadmap template .

7. Enterprise architecture roadmap

For enterprise businesses that need a way to communicate—and align stakeholders on—a plan for evolving the organization’s infrastructure.

What’s an enterprise architecture roadmap?

Enterprises need a roadmap to bring clarity to the chaos. Designed for your big corporations and complex, towering businesses, an enterprise architecture roadmap presents how an enterprise will evolve its own infrastructure in the coming years.

Focusing on organizational agility, efficiency, and stability, this business roadmap illustrates the steps that will be taken to evolve the enterprise’s architecture from status quo to end goal. Mapping and planning this evolution communicates to the rest of the organization how the enterprise will stay competitive and brace itself for changes in the market.

Enterprise architecture roadmap examples

For enterprises that want to provide a quick summary of their business growth, a swimlane-view may be more your speed. Charting enterprise architecture projects across flexible timeframes like months or quarters, this roadmap provides an overtly transparent depiction of which project will be completed when.

Start planning how your organization's infrastructure will evolve using our enterprise architecture roadmap template

8. eCommerce roadmap

For eCommerce businesses that need a way to visually map and communicate future growth, customer acquisition strategies, and optimization efforts.

What’s an eCommerce roadmap?

An eCommerce roadmap aligns the various marketing, design, merchandising, and development initiatives involved in sustaining and growing an ecommerce platform. Milestones come in handy by marking common deadlines, such as collection launches and important seasonal retail dates.

This type of roadmap can help an organization plan the development of an online business, coordinate cross-departmental efforts, and better identify business opportunities.

eCommerce roadmap examples

And with the swimlane-view , you can get a high-level, less time-sensitive version of your ecommerce strategy.

Keep your stakeholders aligned on how you plan to grow your eCommerce business using our enterprise architecture roadmap

9. Capability roadmap

For teams that need a way to visualize the plan around resources for big, future projects.

What’s a capability roadmap?

You know those big projects you’ve always envisioned, but they’re so grand they take years to implement? A capability roadmap helps you plan how to execute these projects.

Plotting the large-scale goals a business wants to tackle in the next few quarters or years, a capability roadmap revolves around potential rather than your present projects. It plans the super-ambitious, game-changing goals beyond features and releases. Think launching five product lines in three years, or opening up a global office in Europe, or owning 25 percent of the market share in two years.

Capability roadmap examples

If a timeline is too detailed for your capability plans, a swimlane-view might be more up your alley. Organizing your plans into loose and/or fuzzy time buckets like years or “Future,” this roadmap view offers a digestible snapshot of how and when each team plans on tackling capability initiatives.

Try this template for free + check out the other 35+ roadmap templates in our library and find the perfect roadmap for your organizational needs.

Continue exploring this guide

What is a business roadmap, business roadmap templates to grow your non-product teams, you might also like these, try roadmunk for free.

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10 Free Strategic Planning Templates in ClickUp, Word, and Excel

ClickUp Contributor

February 13, 2024

Strategic planning is among the most important processes in any business. It builds the roadmap for the future, creating a framework against which every major business decision can be made and weighed.

But its importance goes beyond that as well. Every type of business planning, from action plans to sprint plans and resource planning , ultimately derives from the larger strategic plan. That means one thing above all: you have to get your strategic planning process right.

To get there, you need to start somewhere. The many resources related to planning are a great start. But even more specifically, you need a template that can help you plug in information, digest that information, and come up with a plan that everyone in the organization can follow.

What exactly that ideal template looks like depends on your needs and existing software. That’s why in this guide, we’re sharing our 10 favorite free strategic planning templates you can start using (almost) immediately.

What is a Strategic Planning Template?

What makes a good strategic planning template, 1. clickup strategic roadmap list template, 2. clickup strategic roadmap timeline template, 3. clickup grand strategy matrix template, 4. clickup strategic plan whiteboard template, 5. clickup strategic marketing plan template, 6. clickup event strategic plan template, 7. clickup action plan template, 8. projectmanager strategic planning word template, 9. powerpoint strategic planning template, 10. excel strategic planning template, who benefits from strategic planning.

A strategic planning template is a roadmap to your business roadmap. It provides business leaders with the exact steps needed to build a plan that can outline the near- and long-term future of the business.

At its best, the template is a measurable tool that everyone involved in the planning process can follow. It helps you solidify where you are, and where you want to go.

And, just as importantly, it helps you consolidate that information into an actionable, measurable, and easy-to-process strategic plan that everyone in the organization can use.

Product Roadmap Example in ClickUp Timeline View

Of course, there is no simple  best business strategy template. Just like a project plan can differ from a product roadmap , you’ll need a template that matches the way you work and the type of planning you’re doing.

That’s why this guide highlights not just one, but 10 free planning templates to cover a variety of needs.

A good strategic planning template accomplishes a few key goals:

  • It establishes a clear timeline for the planning process
  • It outlines the goals of the strategic plan and derives any actions and strategies from those goals
  • It clearly outlines the individual tactics and overall business strategy underlying those goals
  • It establishes a way to measure the progress and outcomes of implementing the plan
  • It outlines clear responsibilities for individual tasks related to the planning process
  • It provides check-in points and opportunities for the team to review and adjust as needed
  • It’s customizable enough to make tweaks that can make the plan more relevant for your organization and business planning process

Most importantly, though, the strategic plan template streamlines the entire process. Whereas in processes like capacity planning , details matter above all, business strategy planning should focus on a broader viewpoint that helps every stakeholder involved quickly gain an overview of the plan and its connection to the business.

10 Strategic Planning Templates to Use for Your Team

If every strategic plan has the same goals, you might think that most of them are nearly identical. You’d be surprised.

Much like project planning , different templates can lead to very different outcomes. That’s why it’s best to consider a few free strategic planning templates before selecting the one that works best for your business and situation. To help you get started, these are our 10 favorites to use for your next strategic plan.

ClickUp Strategic Roadmap Template

It’s a basic template with potential power behind it. ClickUp’s Strategic Roadmap List Template helps you visualize how your organization can get through its strategic plam, with custom fields ranging from the duration of individual tasks to the progress of those tasks, their impact, and their ease of implementation.

Within ClickUp, you’ll be able to view your Strategic Roadmap as a progress view. But, once tasks and deadlines are assigned to individual tasks, you’ll also be able to see a timeline or even workload view to ensure continued progress. While it’s a primarily list-based template, we especially enjoy the Gantt chart as a way to see how the individual tasks interact with each other regarding the larger timeline.

Business Roadmap in ClickUp Timeline view

If you’re thinking of your strategic planning as basically bridging the gap between your company’s present and desired future state, this is the template for you. It’s more complex than the list-based template mentioned above, providing you with a more nuanced strategic roadmap once built.

ClickUp’s Strategic Roadmap Timeline Template defaults to a Gantt chart with sections for individual departments. From there, you can view a progress board and outline your current capacity. Meanwhile, a number of custom fields help you better plan through each of these efforts:

  • Completion %
  • Expected Outcome
  • Strategy Progress
  • Team Members

It might not be the right template if you’re just getting started with strategic planning. But for experienced leaders looking to take that planning process to the next level, it’s just the right outline.

ClickUp Grand Strategy Matrix Whiteboard Template

It’s simple but beautiful. ClickUp’s Grand Strategy Matrix Template allows you to build a four-quadrant view of the strategic environment surrounding your organization, with a framework designed to help you understand what the path to your organization’s future might look like.

How you get to that path, of course, is up to you. The quadrants can be used for a simple SWOT analysis or for more complex planning processes, like finding market growth niches and opportunities in a tight competitive environment. Some of these options are pre-built into the template, while others can be customized to match your exact marketing plan or whatever else you need your strategic planning process to be.

ClickUp Strategic Plan Whiteboard Template

For the visual thinkers among us, this ClickUp’s Strategic Plan Whiteboard Template is a perfect choice. Above all, it’s a visual road map that easily shows not just what steps are necessary for strategic planning, but also how those steps can (and should) flow into each other in the context of the larger project.

Of course, you can still assign different tasks and stages to individual members of the team to keep responsibilities intact and obvious. But the template’s flowchart nature and whiteboard feel also mean you can seamlessly adjust the process as needed.

The chart’s color coding ensures that anyone working on it keeps a clear overview of what’s needed and when.

ClickUp Strategic Marketing Plan Template

A strategic plan isn’t just relevant organization-wide. A solid business strategy is just as important for individual units, and this template shows just how those differences can manifest themselves.

Think of this ClickUp’s Strategic Marketing Plan Template as a more practical opportunity to plan your marketing efforts. The default list view is sorted by the Objectives and Key Results (OKR) method, sorting tasks into defined overarching objectives for the larger marketing effort. 

But that’s only the beginning. Custom fields allow you to define the channels through which you’ll approach executing the plan, while the timeline view helps you keep track of progress. And of course, the Progress Board allows you to see how those stages you’ve defined ultimately lead to achieving your strategic goals.

ClickUp Event Strategic Plan Template

Planning an event is hard work, and countless tasks will need need to be accomplished to ensure its success. A strategic plan template for that event, on the other hand, can keep a clear overview of the tasks needed and accomplished, and how everything connects to achieve core goals.

ClickUp’s Event Strategic Plan Template accomplishes that through a wide range of custom fields, from channel to budget, hashtags, the voice used, and more. It’s designed to plan multiple events at once, all overlapping to create an event-based strategy that helps to elevate your business or your marketing strategy.

Because of the complexities involved, we’re especially fond of the board-based Event Status view. This strategic plan template has a simple overview of where all events stand, and what still needs to be done.

Of course, the list and calendar-based views can also be helpful to get into some of the deeper nuances of event planning.

ClickUp Action Plan Template

Strategic planning is not universally liked, in part because it tends toward the theoretical. Goals and tasks alike tend to be lofty for a true business strategy, focusing on the 30,000-foot view rather than the on-the-ground needs of the organization or your business partners.

That’s a major reason why we love ClickUp’s Action Plan Template . It’s a note-based system that folds all necessary tasks to move your strategic plan forward into three sections:

Within that structure, tasks are separated into daily, weekly, monthly, and quarterly reviews to account for their varying complexities and timelines. The result is a simple overview of everything that needs to be done, which also does a great job highlighting existing successes and accomplished tasks for the entire team to see and celebrate. Now that’s a strategic plan.

ProjectManager Strategic Plan Template for Word

What if we told you that you can build a strategic plan entirely in MS Word? That’s what this template seeks to accomplish, through easy-to-digest sections all designed to streamline the business strategy as much as possible:

  • An executive summary that introduces the context and background of the strategic plan.
  • A spot for your vision and mission statements to anchor your plan into your organization’s core being.
  • A SWOT analysis to take an honest look at your organization and its environment (think vision statement)
  • Business goals to define exactly what the strategic plan should accomplish
  • A marketing plan that outlines the promotional side of the business strategy to hit those goals
  • An operations plan that serves as the actionable road map toward achieving your goals
  • Financial projections of the future with the goals for the business strategy (and business growth)
  • The team that will be responsible for executing the strategic, marketing, and operational plan

Keep in mind that this plan is customizable to match your needs. It requires a bit more manual work than some of the other examples shared in this guide but can provide a nice overview of the plan you’re building.

Slide Team Roadmap Timeline PowerPoint Template

If part of your strategic planning process includes presentations for stakeholders (and for most organizations, it does), why not go straight to the software in which those presentations will eventually happen?

This template is, at its core, a roadmap timeline similar to others we’ve discussed above. This business strategy template focuses on the individual milestones needed to get from goal setting all the way to execution. But it’s designed specifically for PowerPoint, with customization options that make it easy to dive in and tweak.

The download is free and easy, and customization only requires basic PowerPoint skills. The timeline is set to one year by default, so you might need to make some tweaks if your strategic plan spans multiple years across your vision statement.

Eloquens Strategic Planning and Performance Measurement Excel Template

MS Excel is not always user-friendly, but its cell-based build has enormous customization potential. It’s no surprise, then, that our final template on Excel is also one of the most comprehensive options in this guide for your business strategy needs.

The worksheet itself divides into three areas or tabs:

  • Goal identification to identify key elements like goals for your organization through focused brainstorming.
  • Goal setting, using the SMART (specific, measurable, attainable, relevant, and timely) business strategy template for business goals.
  • Action planning, converting those goals into tactics, and tracking the progress of those tactics towards attaining your goals.

Keep in mind that, thanks to its MS Excel nature, this is largely an internal planning document and not designed for external presentation. But within that context, the key elements of this business strategy template can be immensely helpful to get and keep your strategic planning on track.

Organizations: Whether it’s a non-profit, start-up, or multinational corporation, organizations across the board benefit from strategic planning. Such a plan offers a clear framework for decision-making, provides a roadmap for growth, identifies potential opportunities and risks, and facilitates better communication throughout the organization.

  • Non-profit Organization Strategic Plan
  • Startup Founders Strategic Plan
  • Organizational Development Strategic Plan
  • Healthcare Organization Strategic Plan

Leadership Teams: The leadership of any organization greatly benefits from strategic planning as it gives them a bird’s eye view of their organization’s existing state as well as a vision of where they intend to be. It helps identify key goals and objectives and set benchmarks to track progress.

  • Team Leaders Strategic Plan
  • Leadership Development Strategic Plan
  • Community Leaders Strategic Plan
  • Directors Strategic Plan

Supercharge Your Strategic Planning With ClickUp

It’s impossible to build a strategic plan in isolation. No matter the organization, chances are it’s a team effort. So why not expand that team to include the right tools? 

This is not an exaggeration: the right strategic planning template can make or break the process for you. Whether you’re trying to hit business objectives, run competitive analysis , or perform SWOT analysis, a clear outline lets easily build a plan that the entire organization can follow.

And when that template is free? All the better.

And here’s the best part: the software powering most of the templates we’ve shared above, ClickUp, is free to try as well. It’s a project management and productivity tool built for teams, which works out perfectly if that project is your next plan to create your overall business strategy. 

Ready to get started? Try ClickUp for free today.

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  1. How to Create the Best Roadmap in Excel

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  2. How do I make an Excel Product Roadmap?

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  3. How To Create A Project Roadmap In Excel

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  4. How to create a business roadmap template in Excel (with pictures

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  5. How to create a business roadmap template in Excel (with pictures

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COMMENTS

  1. How to Create the Best Roadmap in Excel

    This roadmap template is free to download and fully customizable in Microsoft Excel. Download the template and follow the steps below to build a basic roadmap in Excel. For a step-by-step tutorial on how to create the best roadmap in Excel, watch this short video that walks you through the steps as they're listed below.

  2. Free Roadmap Templates

    a roadmap template for Excel, where you can use standard Excel features like shapes and colors to build your roadmap manually; a roadmap template for PowerPoint, where you can use the free 14 days trial of the Office Timeline add-in to create your roadmap automatically or move the shapes by hand if you don't have Office Timeline yet.

  3. How To Create A Project Roadmap In Excel

    Wondering how to create a project roadmap in Excel? My step-by-step tutorial will show you how, including some tips and suggestions of what to include in your project roadmap, and why....

  4. Excel Roadmap Tutorial + Free Template + Export to PowerPoint

    You can build a roadmap directly in Excel by organizing your data in a table and creating tasks and milestones with cells and shapes. If you need to create and update a roadmap for recurring communications to clients and executives, it may be simpler and faster to create it in PowerPoint .

  5. Roadmap Template for Excel (Free Download)

    A roadmap is a tool to view the strategy of all major project phases including objectives, milestones, deliverables, resources, risks, dependencies and the planned project timeline. The roadmap is a useful tool separate and different from a project plan, which is more specific.

  6. 11 (Downloadable) Roadmap Templates for Various Use Cases

    5. Business Roadmap Template. A business roadmap is a visual representation of your company's major goals and objectives, as well as the strategies that will help you reach those goals. This business roadmap template is calm, cool and collected. The colors are easy on the eyes and it literally takes the word "roadmapping" to another level.

  7. How to Create a Product Roadmap in Excel (with Templates)

    Creating a Product Roadmap in Excel This resource is brought to you by Spreadsheet.com, the spreadsheet you know with the power of a database, built-in project management, no-code automations, integrations, and real-time updates. What is a product roadmap? A product roadmap is a comprehensive, visual overview of your product plan.

  8. Free Product Roadmap Templates

    A product roadmap is a tool that you can use to forecast a product's development, milestones, budget, and timeline, and to align stakeholder expectations. To save time and ensure you include all the requisite information, you can start with a product roadmap template.

  9. Free Project Roadmap Templates

    Download the most useful project roadmap templates in Microsoft Excel, Word, and PowerPoint, as well as Google Docs, Sheets, and Slides. Included on this page, you'll learn what a project roadmap is, find a sample project roadmap template, an IT project roadmap, a project portfolio roadmap templat e, and a three-year roadmap timeline.

  10. Free Product Roadmap Template for Excel

    Resources Start free or get a demo Business Templates Product Roadmap Product Roadmap for Excel, PDF, Google Sheets Align your team on the direction of your product with this simple product roadmap template. Download Free Template Available for Excel & PDF & Google Sheets First Name* Last Name* Email* Phone number* Company name* Website URL*

  11. 10 Free Project Roadmap Templates in Excel & ClickUp

    February 14, 2024 8min read Table of Contents What is a Project Roadmap Template? 10 Best Project Roadmap Templates 1. ClickUp Roadmap Template 2. ClickUp Simple Roadmap Template 3. ClickUp Business Roadmap Template 4. ClickUp Strategic Plan Whiteboard Template 5. ClickUp Messaging Matrix Template 6. Microsoft Excel Agile Roadmap Template 7.

  12. How to Make a Roadmap with Your Usual Office Tools + Free Templates

    How to make a roadmap in Microsoft Excel Professionals who prefer to organize and track their strategic objectives in a spreadsheet format can use Excel's editing tools and Shapes function to turn their data into a roadmap that they can use for recurring communications to clients and executives.

  13. Free Roadmap Templates

    All our roadmap templates can be accessed within Roadmunk for free. No more Excel & PPT gymnastics. Find a roadmap template, then make it your own. All our roadmap templates can be accessed within Roadmunk for free. ... Featured Product Technology Business. Search: Get started with a roadmap template. 1. Log In or Sign up for a free Roadmunk ...

  14. 15 Free Strategic Roadmap Templates Every Leader Should Have

    Use this flexible template to plan your various projects, coordinate complex strategic initiatives, and set timelines. 💡 Best for: Project managers and team leaders who need a robust, ready-to-use template for project planning. 👉 Click here to get your FREE project roadmap template. 5. IT Roadmap Template.

  15. How to create a business roadmap template in Excel (with pictures)

    1/ It shows everyone the top level strategy and direction 2/ It describes the high-level timescales when things will be achieved. Key Benefits of using a roadmap Roadmaps have various benefits here we list what we think are the 5 key ones: 1/ Simplicity Business Roadmaps are usually visual affairs that are communicated on one page.

  16. Customizable project timeline and roadmap templates

    Show your plan at a glance with timeline templates. Don't waste any time—start your next project plan or production roadmap with a timeline template. Timelines are a great way to visually organize your thoughts, plotting each step that you plan to execute. Making planners and trackers into timelines is a snap when working with templates.

  17. Roadmap Excel Template

    Excel Roadmap Maker Rated 4.67 out of 5 based on 15 customer ratings 4.67 ( 15 reviews ) Simple spreadsheet to create roadmap diagrams. Visualize your processes all product plans. Printable roadmap with optional colors. All in Excel. Download Free Version One-Time Purchase Business Subscription Allows 1 User & 2 Devices $ Buy Full Version 30-Days

  18. How to Create a Roadmap in Excel (4 Easy Ways)

    1. Using Shapes to Create a Roadmap in Excel In the following sheet, we will create a Roadmap for ExcelDemy using different shapes of Excel. Step-01: Insert Shapes Here, we will insert different shapes. Go to the Insert tab >> Shapes dropdown >> Rectangle: Rounded Corners. Then, we placed this shape in the following place.

  19. Roadmaps

    Starting off with a specialized roadmap maker application like Office Timeline can save you hours of work, allowing you to focus on the project specifics rather than graphic design. Here are the basic steps for creating a roadmap: Define the timeline and project phases. List the tasks, milestones, and dependencies.

  20. Strategic Roadmap Template

    Download our free strategic roadmap for Excel to create a clear guide to align everyone in the organization with its long-term objectives. ... When Managing Multiple Projects Across Business Departments or Teams. A roadmap is like a Gantt chart timeline only it tracks several projects from start to finish on one page. This provides program ...

  21. Free Business Plan Templates in Excel

    Sample 30-60-90-Day Business Plan for Startup in Excel. This 90-day business plan is designed for startup companies to develop a 90-day action plan. This template gives you room to outline the following: main goals and deliverables for each 30-day increment; key business activities; task ownership; and deadlines.

  22. 7 Steps to Create a Roadmap in Excel

    Step 1: Open Excel The first thing you need to do when asking how to create a roadmap in Excel is to open a blank Excel document. Depending on how your computer is set up, you may have Excel pinned to your taskbar on your home screen, or it may be in your Start menu. In either case, look for the green square and an X on the side and click on it.

  23. Nine business roadmap examples for scaling your organization

    1. Business roadmap For a company that needs a flexible document that effectively presents key business goals, dates, and plans of action relevant to all stakeholders. What's a business roadmap? A business roadmap is a visualization of your company's major objectives and strategies.

  24. 10 Free Strategic Planning Templates in ClickUp, Word, & Excel

    While it's a primarily list-based template, we especially enjoy the Gantt chart as a way to see how the individual tasks interact with each other regarding the larger timeline. Download This Template. 2. ClickUp Strategic Roadmap Timeline Template. Viewing your company's strategic roadmap in ClickUp's Timeline view.

  25. How To Create A Roadmap For Effective Team Building

    3. Have Patience And A Plan. A roadmap for effective team building requires planning and patience. My client committed to an 18-month plan to train her department on a team assessment.

  26. Diane Rolston

    1 likes, 0 comments - coachdianerolston on February 15, 2024: "It's finally here! The Dynamic WomenÂŽ Trailblazer Secrets Book! What a joy it was to have the l..."