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WorkshopIT & securityStrategy & planning

IT roadmap planning

90 minutes 8 blockspro Runs with Pro

Plan the technology roadmap with the business: initiatives by horizon, systems to retire, and risks like end-of-support and tech debt in plain view.

Use this template See inside

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

Share
Now
This quarter: committed and funded
Next
6 to 12 months: needs budget or people
Later
1 to 3 years: direction
Retire
Systems to decommission or consolidate
Risks and debt
End of support, security gaps, tech debt

In short

An IT roadmap is a plan for an organization's technology over the next one to three years: what will be built, upgraded, retired and secured, and when. This template runs a 90-minute session with business and IT leaders on a five-column board, with dot voting, sequencing by capacity and owners with budget asks.
Time
90 minutes
People
4 to 15
Board
5 columns, 3 dots each
Plan
Pro

Updated October 4, 2026

What's inside

The agenda

By the end of this meeting, the IT roadmap is sequenced against business priorities and capacity, with owners, budget asks and known risks.

90 min · 8 blocks, drawn to scale Fits exactly
  1. Which system slows you down most?, 3 minutes 3
  2. Business priorities for the year, 10 minutes 10
  3. Current estate: end-of-support dates and known risks, 7 minutes 7
  4. Initiatives, retirements and risks, 20 minutesBrainstorm 20
  5. Dot-vote, 6 minutes 6
  6. Sequence into now, next and later, 20 minutesDiscuss 20
  7. Owners, budget asks and the review date, 16 minutesDecide 16
  8. What we'll tell the wider business, 8 minutes 8
023456890 min
  1. +0′Which system slows you down most?Which system slows you down most? One or two words3 minCheck-in
  2. +3′Business priorities for the yearTip: Business leaders state the top priorities. IT maps its roadmap to them, not the other way round.10 minInfo
  3. +13′Current estate: end-of-support dates and known risksTip: Bring systems nearing end of support, contract renewals and open security findings. Replace with your own list.7 minInfo
  4. +20′Initiatives, retirements and risksTip: Each note names the business need: 'Single sign-on for all staff apps: fewer password resets, better security'.20 minBrainstorm
  5. +40′Dot-voteTip: Three dots each, for business value or risk reduced.6 minDiscuss
  6. +46′Sequence into now, next and laterTip: Check dependencies (identity before apps, network before cloud moves) and capacity. What can the team run alongside day-to-day operations?20 minDiscuss
  7. +66′Owners, budget asks and the review date16 minDecide
  8. +82′What we'll tell the wider business8 minWrap-up

How to run it

  1. 1Invite business leaders as well as IT. The roadmap has to answer to their priorities.
  2. 2Bring the facts: end-of-support dates, renewals and open security findings.
  3. 3Collect initiatives, retirements and risks from phones, each tied to a business need, then dot-vote.
  4. 4Sequence by dependencies and real capacity, then leave with owners, budget asks and a review date.

Questions people ask

What is an IT roadmap?
A plan that links technology initiatives to business goals over time: upgrades, new systems, retirements, security work and the budget and people they need.
What should an IT roadmap template include?
Business priorities, initiatives by horizon, systems to retire, risks such as end-of-support dates and tech debt, owners, budget and dependencies.
How often should an IT roadmap be updated?
Review it quarterly and replan it yearly alongside budgeting. Update it sooner if business priorities or risks change.

Run it with your group

pro
  • Ideas land on the board from every phone, then dot-vote
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
Use this template

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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