Building your Roadmap

The Roadmap is your strategic foundation. It's set out per year, so you can plan up to 3 years ahead.

The six sections

• Purpose
• Vision
• Values
• Proposition
• Positioning
• Advantage

Fill in your Roadmap

1. Open Roadmap.
2. Choose the year.
3. Fill in each of the six sections. Your changes save automatically as you type. The header shows "Last saved", which changes to "Saved". There's no Save button.
4. Add goals with Add Goal. See "Goals, KPIs and key actions".
5. In the Annual Strategy section, click Add Annual Strategy. Enter a Name and select the goals it includes.

Find your way around

• Use the Year and Status filters to narrow the goals shown.
• Select All Goals to clear your status filters. Your year and show completed settings stay as they are.
• Use the show completed toggle to include or hide completed goals.
• Click a goal's title to open its comments.

Already have a plan in Excel?

You can import it. See "Importing your strategic plan from the Excel template".