RevOps Roadmaps and Prioritization Methodologies

WARNING! This is a LONG post so you may have to click out to Substack to read the full article.

The CRO comes to you with yet another major request. You’re beginning to feel overwhelmed because, quite frankly, you’re behind on current deliverables. If you push back on the request by simply saying no you may come off as an internal blocker. Do that enough times and you may be perceived as a real barrier to organizational progress.

Enter the RevOps roadmap.

It is a statement of intent. It communicates the HOW and the WHY behind a RevOps Strategy.

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Now back to our regular scheduled programming.

You might be asking:

Do I really need a RevOps Roadmap? Can’t I just use my RevOps backlog or my to-do list instead?

RevOps Roadmap vs. RevOps Backlog Differences

1. The roadmap includes high-level themes. The backlog includes task-level jobs. Roadmap tells the strategy. The checklist/backlog are the tactics.

2. The roadmap’s audience will include your key stakeholders. The checklist/backlog is an internal document primarily for the operations team.

3. The roadmap conveys your strategy. The backlog conveys your plan to implement it.

SCALING NEEDS THE WHY

As your business SCALES, a RevOps Roadmap communicates WHY you’re building something. It shows that value to your stakeholders. Whereas, a backlog is merely a to-do list to get to that point. A RevOps Roadmap is a VISUAL way to communicate your priorities. Below is an example of an initiatives focused RevOps roadmap. Initiatives are to the right and the sub-projects are to the right. Let’s say for example that one of your initiative was to increase SAL-to-SAL conversion rates. You might develop five core hypotheses which turn into sub-projects.

1. Conversion Tracking

2. Data Appending Process

3. Design Sequencing Process & Content

4. Implement Outreach

5. Streamline Meeting Scheduling

Source: go nimbly

The roadmap is dynamic. It can and will change, so don’t stick to your guns. Fluidity is a natural part of roadmapping. As the weeks and months pass by, the facts on the ground might change on you. The assumptions or what you thought were true might be completely reversed on you. Ideally, as a RevOps leader you are regularly reviewing your roadmap.

Does our existing strategy still make sense?

From a visual perspective you have three options to present your roadmap:

1. The “No Dates” RevOps Roadmap

2. The “Hybrid” RevOps Roadmap

3. The “Timeline” RevOps Roadmap

So which one should you choose?

Paid Subscribers will get access to the RevOps Implementation Guides for each of the methodologies below. I’ll also tell you what I think you should use.

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