Tech Talk

Building the Roadmap to Customer Value: Quarterly Planning Done Right

Published on July 8, 2021

Building a SaaS

Building the Roadmap to Customer Value: Quarterly Planning Done Right

Does your quarterly planning process look like a to-do list rather than a strategy to drive your business forward? Explore tools that help you build customer value and reach product-market fit while including everyone on your team.

What You’ll Learn

Reducing the need for multiple rounds of planning meetings
Providing a level playing field for remote and in-office employees
Getting varied perspective and ideas
Encouraging inclusivity
Reducing blind spots
Aligning the team
Making planning fun. Yes, fun!

Resources

Slides

Setting your vision using a vision-based framework

Good Strategy/Bad Strategy by Richard Rumelt

Miro, a whiteboarding tool

Project Poster Template and Examples, via Atlassian Team Playbook

Roles and Responsibilities “Play”, via Atlassian Team Playbook

Atlassian Team Playbook

Presenters

Antonio Rosales (@a_webtone) and John Gannon (@johnmgannon) have worked together on the DigitalOcean Marketplace as an Engineering Manager/Product Manager tandem from inception through its scale-up beyond 150+ open source and commercial apps.

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About the authors