Management Roadmap Templates

Map Out Your Business Process with the Assistance of Our Free Management Roadmap Templates. You Can Also Use Them for Strategic Planning, Account Management, Facilities Management, Change Management, Product/Project Success Planning, Performance Goals Setting, and More! These Templates Can Serve Multiple Purposes. Grab One on Now and Start Roadmapping!See more

The success of a company depends on many factors, finance, business strategy, and human resource management among them. Every aspect of operations requires a different approach, but one thing is certain: a good plan goes a long way. These Management Roadmap Templates are just some of the tools you can utilize to make sure that all business processes in your company are accounted for. Each one has a ready-made layout you can customize to your preference, as well as sample content to serve as your guide. They’re also available in multiple formats, making them easy to download and work on. Check them out!

How to Make a Management Roadmap

One of things a small-scale project and an established organization have in common is the need for strategic management of resources. These resources include materials, personnel, and facilities. A management roadmap is a tool that monitors the application of these resources to achieve certain goals. You can use it to track deliverables, project schedule, and performance indicators. Below are the steps you can follow to make one.

1. Identify Your Goals

Begin with a list of your goals. These have to be the main purpose of your management roadmap. You need to determine if the tool is for a specific activity, a project, or an entire operation. From your goals, you can outline the deliverables you expect to accomplish at the end of your project or operation.

2. Assess All Available Resources

With clear objectives, you can proceed with enumerating the resources you will need. Refer to plan created for your project and determine which specific people, equipment, and facilities are required to produce all outlined deliverables. 

3. Create a Timeline

Every project or activity requires a schedule. After sorting out your goals and resources, plot the timeline for every deliverable. The roadmap is useful for checking the progress of each requirement, and a timeline will serve as your guide in assessing if your project is going to finish on time or not.

4. Determine the Risks and Contingencies

Risk analysis is important to prepare for any changes and emergencies that your project may encounter. After identifying the inherent risks, make sure to create contingency plans for possible mitigation efforts.  You can also go back to your timeline and indicate a grace period to account for delays and postponement of deliverables. 

5. Update Your Roadmap

Roadmaps should be updated every time you check the progress of your project’s deliverables. This will help you track the performance of the people involved, as well as the current status of your resources. Since it’s a dynamic tool, always make sure that the details reflect the newest information available to you.


  • What is a project roadmap?

      A roadmap is a tool used to present a strategic overview of a project’s status. It shows the deliverables, personnel, and other resources relative to the timeline of the project.

  • What is the difference between a project plan and a project roadmap?

      A project plan is more detailed, as it includes the specific tasks and responsibilities of every project member. A roadmap is merely an overview used to briefly show the progress of the deliverables at a certain time.

  • What should be included in a roadmap?

      1. Project goals

      2. Timeline

      3. Milestones

      4. Risks and contingencies

      5. Resources

  • What are the benefits of a roadmap?

      1. Provides a quick overview of the project’s status

      2. Allows project members to keep track of deliverables

      3. Serves an efficient tool for managing resources

  • Who is in charge of making a roadmap?

      Project managers and supervisors may create a roadmap to complement their project plans, and to serve as a handy tool for tracking the progress and status of deliverables and resources.