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Solutions/Functions/Product management/Roadmap and prioritization

AI workflows for roadmap and prioritization.

Ranking the backlog, showing what each new priority displaces and deciding at each stage gate whether to continue, change or stop.

Who does this work

  • Head of product
  • Product manager
  • Portfolio manager

1 workflow template ready to adapt, and 3 workflows identified.

Updated 12 November 2026

Request this workflowBook a fit call
Examples of the workflows identified
  1. Show what a new priority or project would displace
  2. Decide whether to continue, change or stop at a pilot or stage gateIllustrative
  3. Rank the backlog with confidence beside each scoreIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Show what a new priority or project would displaceSets a new priority or proposed project beside committed work, with the capacity it would use by team and month, the work it displaces and the commitments and dependencies that move.Workflow template
Decide whether to continue, change or stop at a pilot or stage gateA continue, widen, redirect, pause or stop paper judged against the criteria or business case agreed at the start, with the new evidence, remaining effort and risks.Illustrative · not built yet
Rank the backlog with confidence beside each scoreA ranked option set with reach, impact, effort and the quality of the evidence behind each.Illustrative · not built yet

Workflow templates

Roadmap tradeoff reviewWhen a new priority arrives, the product owner sees what the roadmap would have to give up to hold it: the capacity gap by team, the work that could move, the commitments and dependencies that move with it, and the questions still open. The owner decides.Workflow template

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Tell us the roadmap and prioritization work you need and the team that does it, and we build the workflow with you from your own procedures.

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Related reading

  • ArticleA workflow, an automation tool or an agent: what this piece of work needsAn automation tool moves data, an agent acts alone, a workflow carries your team’s judgment. One signed contract three ways, and five questions to choose.Read
  • ArticleWhat happens on a fit call, and what you leave withA 30-minute fit call is the first working session in your plan: your teams laid out, their repeated work marked, a named next step. No card needed.Read
  • ArticleYour current AI platform, specialist software or a built workflow: how to chooseCompare three routes for one client-status update: your AI platform as it comes, specialist software or a built workflow. Criteria and a checklist.Read
  • ArticleA plan before agents: decide what each team should do with AI firstPlan by team before you buy or build agents: about five workflows for each team, the work between teams, the roles that do it, one owner each and what to build first.Read

Where to go next

All of product managementEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of product management

  • Pricing and packaging
  • Product discovery
  • Release planning and release notes
  • Requirements and user stories
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