Plan Bi Roadmap

Prioritizes BI initiatives with impact, effort, and governance alignment.

Published by @gtmagents·0 agent reads / 30d·0 saves·

Command: plan-bi-roadmap

Inputs

  • inputs – backlog source (csv, notion, jira board, spreadsheet).
  • capacity – number of initiatives supportable next cycle.
  • themes – comma-separated strategic themes (revenue, success, marketing, product).
  • audience – exec | bi-lead | revops | async.
  • constraints – optional notes on tooling, compliance, or dependency limits.

Workflow

  1. Backlog Normalization – ingest initiatives, tag by theme, align to OKRs.
  2. Scoring Engine – calculate impact, effort, risk, and sponsor readiness.
  3. Roadmap Draft – allocate capacity, stage workstreams, and highlight dependencies.
  4. Governance Layer – attach owners, status checkpoints, and success metrics.
  5. Packaging – tailor roadmap deck/memo with decisions + asks for audience.

Outputs

  • Prioritized roadmap with scoring table + swimlane view.
  • Governance tracker with owners, milestones, and KPI definitions.
  • Decision log capturing trade-offs and follow-up actions.

Agent/Skill Invocations

  • insights-program-director – orchestrates prioritization + stakeholder alignment.
  • data-architecture-lead – validates feasibility and data contract implications.
  • metric-governance-kit skill – ensures KPI definitions are locked.
  • dashboard-playbook skill – provides adoption considerations for planning.

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