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Reforge 4D Roadmaps Template - 4D Roadmapping Process
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This tab accompanies the Brainstorm Your Roadmap with 4D Roadmapping guide.
This first tab serves as a note-taking board for the first two steps: Determine Target Metrics and Brainstorm Objectives and Initiatives.
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Step 1: Determine Target Metrics
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What are the target KPIs you are focused on moving?KPIs (add / remove columns as needed).........
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Step 2: Brainstorm Objectives and Initiatives
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Strategy Lens
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Target audience
If I’m serving my existing audience well enough, how might I expand my existing target audience?
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Thought StartersBrainstorming Space
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Am I serving my existing audience well enough?Who is my next audience?What different needs do they have?ObjectivesRelated Initiatives
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Yes / No -
Is my NPS and retention for my existing target audience relatively high?		Next audience -
What is the next ring in your target audience bullseye (from Product Strategy Map)?		List needs here -
How do my next audience's needs differ?
How to best solve those needs?
Objectives - to solve needs of next audienceInitiatives
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Problem you're solving / Value proposition
How can we better fulfill our value proposition?
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Thought StartersBrainstorming Space
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What are my sub-value propositions?Which am I underdelivering on?ObjectivesRelated Initiatives
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Sub-value propositions -
What are your sub-value propositions you listed
in your Product Strategy Map?		"x" if underdelivering -
Are the related features to the sub-value prop. being engaged with and regularly mentioned in NPS surveys?		Objectives - to solve underdelivery of sub value propositionsInitiatives - e.g.:
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Strategic differentiation
How can we improve our strategic differentiation?
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Thought StartersBrainstorming Space
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What is my unique differentiating attribute?Brainstormed ObjectivesBrainstormed Initiatives
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Unique attribute -
What is the unique differentiating attribute you identified for your product in your Product Strategy Map?		Objectives - to improve differentiationInitiatives
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Channel strategy
How can we accelerate our channel strategy?
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Thought StartersBrainstorming Space
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How do I improve my product-channel fit?Brainstormed ObjectivesBrainstormed Initiatives
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What is my primary channel strategy according to my Product Strategy Map?
What is the common product-channel fit improvement pattern associated with it? 		Objectives - to improve product-channel fitInitiatives
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Monetization strategy
How might we better realize our monetization potential?
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Thought StartersBrainstorming Space
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How do I improve my product-model fit?Are there features users are specifically willing to pay for?Brainstormed ObjectivesBrainstormed Initiatives
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What is my primary model according to my Product Strategy Map?
What is the common product-model fit improvement pattern associated with it? 		Notes on featuresObjectives - to improve product-model fit or implement highly monetizable featuresInitiatives
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Vision Lens
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Thought StartersBrainstorming Space
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What details does our detailed and opinionated vision narrative call out?Brainstormed ObjectivesBrainstormed Initiatives
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What are the key milestones that are mentioned in my vision narrative?
Do they need to be sequenced in a specific order? 		Objectives - to work towards visionInitiatives
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Customer Lens
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Thought StartersBrainstorming Space
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What objectives and initiatives can we solve based on our FSOR (Feedback System of Record)?Brainstormed ObjectivesBrainstormed Initiatives
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What are my most upvoted ideas from my FSOR?

Remember to account for:
• Vocal minority - think: Does this feature request solve for majority of users or just a few?
• Non-target user - think: Does the feedback river indicate this feature is for your target audience?
• Sub-optimal solutioning - think: What is the underlying problem the feature request solves?		Objectives - to address customer feedbackInitiatives
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Business Lens
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Thought StartersBrainstorming Space
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How can we move our target KPI's KPIs?Brainstormed ObjectivesBrainstormed Initiatives
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Consider:
• Conversion optimizations (e.g. pricing / landing page optimizations, small-scale onboarding tweaks, minor user cancellation / checkout flow changes)
• Awareness improvements (e.g. marketing campaigns, in-product notifications)
• Other non-product changes (e.g. pricing changes, sales efficiency improvements)		Objectives - to move target KPI's KPIsInitiatives
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