Use cases - Plan - Hero image

Plan

Align on priorities

Get stakeholder agreement on what matters most

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Encourage participation
Seek input from different teams on the most pressing needs
Maintain objectivity
Stay focused on customer and business impact over opinion
Get everyone onboard
Explain the "why" behind decisions to foster trust and support
Engage key stakeholders

Engage key stakeholders

Bring greater collaboration to the prioritization process. Involve key groups — like marketing, sales, and support — at every stage of strategic planning. Convey your product strategy and use built-in whiteboards to explore the biggest opportunities to meet customer and business needs. This ensures everyone has a say in your product's success.

Review your options

Review your options

Align ideas for new functionality with your product initiatives. Gather different perspectives on which features matter the most and why, weigh the pros and cons of different approaches, and validate assumptions. Then, invite stakeholders to vote for their top priorities — building consensus on the solutions you want to move ahead with.

Focus on top priorities

Focus on top priorities

Create a list of the top features that support each theme of work. Assess the potential product value of each one — weighing impact vs. effort — and rank the list in order. Use priority limits to show where the cutoff is for items to work on now. This helps set expectations about the team's capacity, forcing tough trade-off decisions.

Agree on what to build

Agree on what to build

Share the prioritized list with stakeholders — adding it to a whiteboard so people can easily leave comments. Seeing everything in one view makes it easy for the team to discuss the work's value and reach consensus about which items to invest in. Make adjustments as necessary. Then, map out an early roadmap to move your plans forward.

Top capabilities for aligning on priorities

Link strategy to work

Connect your strategic goals and initiatives to features to tie everything together

Align on importance

Use whiteboard templates — such as a 2x2 prioritization matrix or pros and cons — to gather perspectives

Create a scorecard

Use a consistent set of metrics to objectively estimate the value of product ideas and features

Rank priorities

Create a prioritized list of features ranked by score with a priority limit line to show what is in scope

Create an initial roadmap

Craft your roadmap on a whiteboard to get early input on what you will deliver and when


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