Road Maps Simplified

Strategy and Planning often scare people. As a result, I find most businesses, organizations or groups skip or truncate
the Road Map Process. As a result, they either end up in the wrong place or never get anywhere near their destination.

Road Maps provide an over-all framework for a program or project – the skeleton, if you will, or the map of the general
path of travel. Road Maps are high-level plans and are often confused with project management plans. Stakeholders
often jump directly to the project plan, completely ignoring the Road Map Process. Project plans are the step-by-step
plans in which details are delineated and roles and responsibilities are assigned. They are created after the road map is
created

Road Maps are mandatory of any new product, process or emerging program. They can be long and complicated or
short one-pagers. My advice is KIIS – keep it initially simple. The process will add plenty of complexity along the way.
Short and sweet at the first and highest level keeps more people on track and engaged. If the basics aren’t manageable,
people and process easily get bogged down in the weeds, losing their way..

Better understanding is best illustrated by correlation to our everyday and most common usage of map – real road maps
for traveling. To create a Basic Road Map, you need to start with the following five simple questions everyone asks when
taking a trip:

1.        Where are you starting from
2.        Where is your end place, destination
3.        What routes are available
4.        How will you get there  
5.        Who will be traveling

The table below looks at these questions and translates them into a business process perspective.
Once you have listed all of the relevant options, then comes the decision making process.
In order to make the best decision, three more question need to be asked and honestly answered. These are the
influencer and qualifying criteria, the pluses and minuses for each of the BTQs above that enable the decisions –
which of the many options will I choose.

Each one of these Decision Qualifiers and Influencers (DQIs), when overlaid on each of the BTQs will bring forth the
determining selection for the trip.
Basic Traveling Questions (BTQs)
Business Translation
Where you are starting from
What is your “As Is” state
Where is your end place, destination
What is your “To Be” state
What routes are available
List of scenarios
How will you get there
List of options
Who will be traveling
Selection criteria
Another important question is who will be answering the BTQs and be the deciders for the DQTs. This can often be
spread amongst a number of appropriate internal people. But often, to be more effective, the addition of an external
third party is warranted. A third party, or Consultant, brings the following to the table.

  • A new set of eyes, typically free from internal biases – to give you a more accurate assessment of your ‘As Is’
    state
  • An outside-in perspective – enabling a clearer and more robust picture of your ‘To Be’ state
  • Expertise and experience in the field  - to clarify your options list of 'What' routes and 'How' transport modes
    and add new ones you never existed
  • An arbitrator and advisor you can turn to when mishaps occur such as resolving conflicts between short-term
    and long-term goals and confusion or indecision around ‘who’ and ‘what’ is “best”.
  • A facilitator – roadside assistance to keep you going when you hit those inevitable bumps in the pavement.

Here are some
Road Map examples, specifically tailored for Distance Work, that I have developed in the past.
Decision Qualifiers and Influencers (DQIs)
Business Translation
When do you want to go on the trip
Compelling business drivers
Which is the best: route, time, mode of transportation, people
Evaluation Criteria; Rated and Weighted
Why are you going
Vision, Mission, direct and indirect end
results, short-term and long-term goals
"Sometimes the questions are complicated
and the answers are simple."
-  Theodor Geisel(Dr. Suess)
luggage or tool kit
tour guide or facilitator
gps or relevant options
Road Maps - Example #1
Road Maps - Example #2
Road Maps - Example #3
Road Maps - Example #4
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