Claude Skill

product-roadmapping-and-portfolio

Build and maintain outcome-based product roadmaps and portfolio views that sequence strategic bets by evidence, not dates. Covers Now/Next/Later views, strategic-bet management, capacity allocation, dependency and confidence mapping, scenario planning, continue/pause/kill/revisit

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Part of magnus919/agent-skills — 145 skills

Install

skills CLI npx skills add https://github.com/magnus919/agent-skills/tree/main/product-roadmapping-and-portfolio
Claude Code claude plugin marketplace add https://llmmart.ai/marketplace.json && claude plugin install magnus919-agent-skills@llmmart
Git git clone https://github.com/magnus919/agent-skills.git

The skills CLI installs just this skill, for any of its supported agents. Claude Code installs the whole magnus919/agent-skills collection as a plugin from our marketplace. Git is the plain clone.

README

Product Roadmapping and Portfolio Management

Build roadmaps that communicate strategic intent — not project schedules.

Why Install This Skill

Most roadmap tools produce feature lists with dates, creating two problems: stakeholders treat every date as a promise, and the roadmap becomes a project schedule. When a dependency invalidates a date, the document loses credibility. This skill replaces date-first roadmapping with outcome-based sequencing: Now/Next/Later views, strategic-bet management, explicit continue/pause/kill/revisit criteria, and scenario planning.

What You Get

Directory Content
SKILL.md Core methodology, loading guide, routing table
references/discovery-brief.md Where RICE/Kano/OST/MoSCoW live, ownership boundaries
references/outcome-roadmapping.md Now/Next/Later roadmaps with capacity constraints
references/strategic-bets.md Bet records: confidence, risk, dependencies, criteria
references/dependency-confidence-view.md Cross-bet dependency mapping and confidence calibration
references/scenario-comparison.md Alternative-future scenario planning
references/roadmap-review-cadence.md Review processes and stakeholder communication
templates/outcome-roadmap.md Fillable roadmap template
templates/bet-record.md Fillable bet record template
templates/roadmap-review-record.md Fillable review record template
evals/evals.json 5 eval cases covering mandatory scenarios

Quick Start

Load the skill. For roadmaps: references/outcome-roadmapping.md. For bets: references/strategic-bets.md. For portfolio risk: references/dependency-confidence-view.md. For reviews: references/roadmap-review-cadence.md.

Triggers

Load when: building/reviewing product roadmaps, managing strategic bets, defining continue/pause/kill/revisit criteria, mapping dependencies and confidence, comparing scenarios, designing roadmap reviews, communicating roadmap decisions.

Do NOT load for: tactical prioritization (use product-methodology or product-strategy), project scheduling, delivery-flow management (use kanban-guru), capital allocation (use strategy-frameworks).

Requirements

No API keys, dependencies, or system tools required.

Skill manifest

Product Roadmapping and Portfolio Management

Build roadmaps that communicate strategic intent without pretending to predict the future. This skill covers outcome-based sequencing, strategic-bet management, and portfolio-level choices — not feature-level prioritization or project scheduling.

Core Principles

  1. Roadmaps are not project schedules. A roadmap communicates strategic direction and sequencing intent. It does not commit to dates by default. The default view is Now/Next/Later; dates appear only when explicitly labeled as commitments.

  2. Distinguish four categories in every artifact. Every roadmap output separates evidence (observed data), assumptions (beliefs not yet validated), commitments (decisions with consequences for reversal), and options (alternatives under consideration).

  3. Bets, not plans. Each roadmap item is a strategic bet — an investment with an expected outcome, a confidence level, explicit dependencies, and pre-defined continue/pause/kill/revisit criteria. A roadmap is a portfolio of bets, not a to-do list.

  4. Portfolio thinking scales up and down. The same bet-record and roadmap structure works for a single product and for a portfolio of products.

Loading Guide

File Load when
references/outcome-roadmapping.md Building or reviewing a Now/Next/Later outcome roadmap
references/strategic-bets.md Defining, evaluating, or comparing strategic bets
references/dependency-confidence-view.md Mapping cross-bet dependencies or calibrating confidence
references/scenario-comparison.md Comparing alternative futures or building scenario plans
references/roadmap-review-cadence.md Designing or running a roadmap review process
references/discovery-brief.md Understanding ownership boundaries and routing rules
templates/outcome-roadmap.md Fillable Now/Next/Later roadmap template
templates/bet-record.md Fillable strategic-bet record
templates/roadmap-review-record.md Recording a roadmap review session

Working Method

1. Start with outcomes, not features

Define outcomes as measurable "from → to" statements. Route evidence to product-analytics-and-measurement.

2. Map the Now/Next/Later landscape

Now = committed (WIP-limited), Next = validated/provisional, Later = options only. Dates only when labeled as commitments.

3. Build bet records

Every bet: outcome hypothesis, evidence, confidence (H/M/L with rationale), risk, dependencies, capacity, continue/pause/kill/revisit criteria.

4. Map dependencies and confidence

Blocking, enabling, shared-capacity, external dependencies. Effective confidence bounded by dependency health.

5. Compare scenarios

Base case + alternative scenarios for consequential decisions. Identify robust, conditional, fragile bets.

6. Define review cadence

Monthly for Now, quarterly for Next/Later. Record decisions with rationale.

7. Communicate to stakeholders

Executive narrative, team view, external/customer view — each tailored.

Routing Table

When the task involves... Route to...
RICE scoring, MoSCoW prioritization, OST workflow product-methodology — canonical tactical owner
Kano model, OST strategic framing, competitive positioning product-strategy — strategic frameworks
Capital allocation, M&A portfolio choices strategy-frameworks — corporate strategy
Delivery flow, WIP limits, throughput, cycle time kanban-guru — execution-level flow
Evidence, metrics, analytics instrumentation product-analytics-and-measurement — analytics layer (prose reference)
Implementation planning for approved bets implementation-planning — handoff target (prose reference)
Experiment design for low-confidence bets product-experimentation — downstream consumer (prose reference)
Adoption measurement for shipped bets product-adoption — downstream consumer (prose reference)
Lifecycle learning from bet outcomes product-lifecycle-learning — downstream consumer (prose reference)

When Not to Use

  • For tactical prioritization mechanics (RICE scores, MoSCoW buckets, Kano categorization, OST trees): route to product-methodology or product-strategy. This skill references these frameworks only to describe where they fit, never to re-explain formulas or mechanics.
  • For cross-project program coordination (integrated dependencies, shared capacity, program benefits, or transformation delivery): route to technical-program-management. This skill sequences product bets; it does not coordinate their technical program execution.
  • For project scheduling, Gantt charts, or milestone tracking: route to technical-project-management for ongoing project control; use implementation-planning for detailed planning of approved work. This skill owns outcome roadmaps.
  • For delivery-flow management: route to kanban-guru.
  • For corporate capital allocation and M&A portfolio decisions: route to strategy-frameworks.
  • For shaping a single bet (setting its appetite, narrowing it into a bounded problem, writing its pitch): route to product-shaping. This skill sequences bets across cycles at the portfolio level; shaping packages one bet before it enters a roadmap — "strategic bet" here means a roadmap entry with sequencing criteria, not the shaped single-project commitment that product-shaping produces.

Evidence, Assumptions, Commitments, and Options

Every roadmap artifact distinguishes these four categories:

Category Definition Example
Evidence Observed data, validated learning, experiment results "A/B test showed 12% lift in retention (p < 0.05, n=4,200)"
Assumptions Beliefs not yet validated "We assume users grant notification permissions at ~40%"
Commitments Decisions with defined consequences for reversal "Q3: 8 engineer-weeks for payments migration"
Options Alternatives under consideration "Build in-house vs. integrate third-party"

An artifact that mixes assumptions into evidence or presents options as commitments is not a valid output of this skill.

Files (agent-skills)
  • evals
    • evals.json 5.1 KB
      {
        "schema_version": 1,
        "skill_name": "product-roadmapping-and-portfolio",
        "evals": [
          {
            "id": "competing-strategic-bets",
            "prompt": "Two strategic bets compete for Now capacity: 'Payments Migration' (High confidence, 12 team-weeks) and 'Notification Overhaul' (Medium confidence, 8 team-weeks). Available capacity: 15 team-weeks. Build Now/Next/Later and recommend sequencing.",
            "expected_output": "Now/Next/Later view respecting 15 tw WIP limit, at most one bet in Now (12+8=20>15), deferred bet in Next with explicit rationale, distinguishes capacity constraint (evidence) from sequencing choice (decision).",
            "assertions": [
              "Now column does not exceed 15 team-weeks.",
              "At least one bet in Next with explicit rationale.",
              "Output distinguishes capacity data (evidence) from recommendation (commitment).",
              "Both bets have continue/pause/kill criteria.",
              "Recommendation references confidence levels."
            ]
          },
          {
            "id": "dependency-invalidates-date",
            "prompt": "Bet 'Mobile Onboarding Redesign' in Next with Q3 start date, dependent on 'Design System v2' completing by end of Q2. Design System v2 reports 3-month delay. Update roadmap and bet record.",
            "expected_output": "Explicitly invalidates Q3 start date, re-sequences with new provisional date, records dependency invalidation in bet record, communicates change. Labels delay as evidence, new sequencing as provisional.",
            "assertions": [
              "Q3 start date explicitly flagged as invalidated.",
              "New provisional horizon with rationale.",
              "Dependency invalidation recorded with specific evidence.",
              "Stakeholder communication included.",
              "New date labeled as provisional, not firm commitment."
            ]
          },
          {
            "id": "low-confidence-opportunity",
            "prompt": "Stakeholder proposes 'AI-Powered Search'. Evidence: single customer request and competitor announcement. No quantitative data, no experiment. Wants it in Now. Evaluate and recommend.",
            "expected_output": "Bet record with Low confidence and explicit rationale. Placed in Later or Next with validation gate, not Now. Distinguishes customer request (weak evidence), competitor announcement (assumption), stakeholder desire (opinion), recommendation (decision).",
            "assertions": [
              "Confidence rated Low with explicit rationale.",
              "Bet NOT placed in Now.",
              "Output labels evidence, assumption, and opinion distinctly.",
              "Specific evidence needed to increase confidence listed.",
              "Defines a path to validation."
            ]
          },
          {
            "id": "capacity-shortfall",
            "prompt": "Now bets: 'Checkout Flow' (6 tw, High), 'Search v2' (8 tw, Medium), 'Accessibility Audit' (3 tw, High), 'API Gateway Migration' (5 tw, Medium). Capacity: 16 tw, overhead: 4 tw. Product lead insists all stay in Now. Address over-commitment.",
            "expected_output": "Calculates effective capacity as 12 tw, identifies over-commitment (22 vs 12), recommends moving at least 10 tw of bets to Next. Labels capacity as evidence, recommendation as decision.",
            "assertions": [
              "Effective capacity calculated as 12 team-weeks.",
              "Over-commitment explicitly quantified (22 vs 12).",
              "At least one bet recommended for Next with rationale.",
              "Capacity labeled as evidence, recommendation as decision.",
              "Rationale references confidence, alignment, or dependency health."
            ]
          },
          {
            "id": "stop-bet-with-evidence",
            "prompt": "Bet 'Personalized Dashboard' in Now for 6 months. Hypothesis: +15% DAU. After 2 cycles: A/B test 2% lift (p=0.31, not significant), 8/10 users didn't notice, infrastructure costs 20% of engineering capacity. Bet owner wants one more cycle. Evaluate against kill criteria.",
            "expected_output": "Recommendation to KILL based on evidence. References kill criteria, distinguishes quantitative evidence (A/B test, capacity data) from qualitative (interviews) from opinion (bet owner). Records revisit criteria. Claims are scoped to the harness, model, fixtures, and revision under test.",
            "assertions": [
              "Recommendation explicitly KILL, not continue or rescope.",
              "A/B test result (p=0.31, 2% lift) cited as quantitative evidence.",
              "Capacity cost (20%) cited as evidence against continuing.",
              "Bet owner desire labeled as opinion, not evidence.",
              "Revisit criteria defined."
            ]
          },
          {
            "id": "route-ongoing-project-control",
            "prompt": "Portfolio priorities are agreed. We need weekly milestone tracking, schedule recovery and a project scope-change decision for the selected migration.",
            "expected_output": "Routes ongoing project control to technical-project-management instead of changing the outcome roadmap.",
            "assertions": [
              "Routes ongoing milestone and recovery work to technical-project-management.",
              "Does not substitute a Now/Next/Later roadmap for the requested project control.",
              "Keeps detailed approved work breakdown with implementation-planning."
            ]
          }
        ]
      }
      
  • references
    • dependency-confidence-view.md 641 B
      # Dependency and Confidence View
      
      Map cross-bet dependencies and calibrate portfolio confidence.
      
      ## Dependency Types
      - Blocking (A→B), Enabling (A-- >B), Shared-capacity (A||B), External (A→EXT)
      
      ## Mapping
      List all bets → identify dependencies → group into clusters → assess health (Independent/Exposed/Fragile/Blocked) → recalibrate confidence.
      
      ## Dependency Invalidation
      When a dependency is cancelled/delayed: pause dependent bet, reassess, record, communicate.
      
      ## Confidence Calibration
      At each review: new evidence? assumptions invalidated? dependency changes? Three Medium reviews without movement = team not learning.
      
    • discovery-brief.md 1.6 KB
      # Discovery Brief — product-roadmapping-and-portfolio
      
      Reconciles duplicated prioritization-framework references. Phase-2 discovery of issue #189, Milestone 4.
      
      ## Where RICE, Kano, OST, and MoSCoW Live
      
      - **RICE:** Canonical owner `product-methodology/references/rice-framework.md`. Strategic summary in `product-strategy/references/product-strategy.md`.
      - **Kano:** `product-strategy/references/product-strategy.md` — single canonical location.
      - **OST:** Strategic in `product-strategy`, tactical in `product-methodology`.
      - **MoSCoW:** `product-methodology/references/moscow-prioritization.md` — single canonical owner.
      
      ## Ownership Boundary
      
      This skill owns: outcome roadmaps, portfolio-level choices, bet management, scenario planning, review cadence, evidence-to-roadmap connection.
      
      Routes to (does not own): RICE/MoSCoW/OST to product-methodology; Kano/OST-strategic to product-strategy; capital allocation to strategy-frameworks; delivery flow to kanban-guru; evidence to product-analytics-and-measurement (prose); implementation to implementation-planning (prose); experimentation/adoption/lifecycle to their respective skills (prose).
      
      ## Non-goals
      Does NOT turn roadmaps into project schedules. Does NOT re-explain RICE/Kano/OST/MoSCoW. Does NOT replace capital-allocation or delivery-flow management.
      
      ## Design Decisions
      1. Now/Next/Later over timeline as default
      2. Evidence/assumptions/commitments/options distinction in every artifact
      3. Portfolio + individual product with same artifacts
      4. Continue/pause/kill/revisit criteria mandatory
      5. No framework duplication — routing only
      
    • outcome-roadmapping.md 986 B
      # Outcome Roadmapping
      
      Build roadmaps around outcomes, not features or dates. Default view: Now/Next/Later.
      
      ## Now/Next/Later Structure
      - **Now:** Committed, team assigned, WIP-limited. Entry: evidence, capacity, dependencies, criteria.
      - **Next:** Validated, sequenced, provisional. Entry: validated opportunity, capacity estimate.
      - **Later:** Options only, no commitment. Entry: strategic alignment.
      
      ## Capacity
      Available = (team × cycle) − (overhead + ongoing). Overhead ~20-30%. If Now exceeds capacity, move lowest-confidence bet to Next.
      
      ## Outcomes
      Define as measurable "from → to" statements. Every bet connects to an outcome. Portfolio outcomes form a hierarchy.
      
      ## Anti-Patterns
      Feature-list roadmap → use outcomes. Date-first → use Now/Next/Later. No capacity → enforce WIP. No kill criteria → document them. Later graveyard → review quarterly. Conflating evidence/assumptions → label explicitly.
      
      Route evidence to `product-analytics-and-measurement`.
      
    • roadmap-review-cadence.md 955 B
      # Roadmap Review Cadence
      
      Design and run roadmap reviews producing decisions, records, and stakeholder narratives.
      
      ## Cadence
      Portfolio: quarterly. Product: monthly. Bet-level: weekly/biweekly.
      
      ## Decision Rights
      Later→Next: product lead. Next→Now: product + engineering lead. Pause: bet owner recommends. Kill: product lead decides. Add to Later: any stakeholder proposes.
      
      ## Review Inputs
      Updated roadmap, bet summaries, dependency health, capacity report, killed/paused log. Portfolio: add cross-product deps, capacity overview, scenario review.
      
      ## Outputs
      Review record, updated roadmap, updated bet records, stakeholder communication (executive/team/external).
      
      ## Anti-Patterns
      Review without decisions → end every item with decision or "no change." No decision log → record everything. One-size communication → tailor. Cadence drift → calendar-lock. No evidence → require updates. Silence after kill → communicate with context.
      
    • scenario-comparison.md 509 B
      # Scenario Comparison
      
      Compare alternative futures for consequential roadmap decisions.
      
      ## When: significant investment, irreversible architecture, market-entry timing.
      
      ## Method
      Define critical uncertainties → build Now/Next/Later per scenario → identify robust/conditional/fragile bets → identify no-regret moves → document, recommend, define pivot triggers.
      
      ## Anti-Patterns
      Too many scenarios (limit 2-4). Straw-man alternatives. No pivot triggers. Scenario as prediction. Skipping comparison.
      
    • strategic-bets.md 1007 B
      # Strategic Bets
      
      Define and manage strategic bets with explicit confidence, risk, dependencies, and criteria.
      
      ## Bet Record
      - Identity: name, owner, outcome hypothesis
      - Evidence & Confidence: High/Medium/Low with explicit rationale
      - Risk: value, usability, feasibility, business viability (H/M/L each)
      - Dependencies: internal, external, shared-capacity
      - Capacity: direct + indirect + ongoing (team-weeks)
      - Criteria: continue, pause, kill, revisit — mandatory for Now bets
      
      ## Portfolio Comparison
      Present dimensions side-by-side (alignment, confidence, impact, capacity, risk, time-to-evidence). No composite score — route to `product-methodology` for RICE.
      
      ## Lifecycle
      IDENTIFIED (Later) → VALIDATED (Next) → COMMITTED (Next) → ACTIVE (Now) → EVALUATED → {CONTINUE, PAUSE, KILL}
      
      ## Anti-Patterns
      No kill criteria → document them. Confidence without rationale → cite evidence. No pause criteria → define them. Composite scoring → present separately. No owner → assign one.
      
  • templates
    • bet-record.md 1 KB
      # Strategic Bet Record
      
      ## Bet: [Name] | Owner: [Name] | Created: [Date] | Updated: [Date]
      
      ### Hypothesis
      > If we [action], then [change] because [rationale].
      Primary outcome: [Link]
      
      ### Evidence & Confidence
      Confidence: [H/M/L]
      | Source | Finding | Strength |
      |---|---|---|
      Rationale: [Cite evidence]
      
      ### Assumptions
      | Assumption | Validation | If false... |
      |---|---|---|
      
      ### Risk
      | Type | Description | Prob | Impact | Mitigation |
      |---|---|---|---|---|
      | Value | | H/M/L | H/M/L | |
      | Usability | | H/M/L | H/M/L | |
      | Feasibility | | H/M/L | H/M/L | |
      | Business | | H/M/L | H/M/L | |
      
      ### Dependencies
      | Dep | Type | Status | If unresolved |
      |---|---|---|---|
      Health: [Independent/Exposed/Fragile/Blocked]
      
      ### Capacity
      | Category | tw |
      |---|---|
      | Direct | |
      | Indirect | |
      | Ongoing | |
      | Total | |
      
      ### Criteria
      Continue: [Evidence]
      Pause: [Conditions]
      Kill: [Evidence]
      Revisit: [Conditions]
      
      ### Horizon: [Now/Next/Later] — Rationale: [Why]
      
      ### Lifecycle
      | Date | Event | Conf | Horizon |
      |---|---|---|---|
      
    • outcome-roadmap.md 748 B
      # Outcome Roadmap Template
      
      ## Roadmap: [Name] | Date: [YYYY-MM-DD] | Next review: [YYYY-MM-DD]
      
      ## Outcomes
      | Outcome | Current | Target | Evidence source |
      |---|---|---|---|
      
      ## NOW (WIP: [X] tw, Allocated: [Y] tw)
      | Bet | Outcome | Conf | Capacity | Dependencies | Risk | Status |
      |---|---|---|---|---|---|---|
      
      ## NEXT
      | Bet | Outcome | Conf | Est capacity | Dependencies | Entry evidence |
      |---|---|---|---|---|---|
      
      ## LATER
      | Bet | Outcome | Why here | What moves to Next? |
      |---|---|---|---|
      
      ## Capacity Summary
      | Column | tw | % |
      |---|---|---|
      | Now | | |
      | Overhead | | |
      | Available | | |
      
      ## Decisions
      | Decision | Rationale | By | Date |
      |---|---|---|---|
      
      ## Communication Plan
      | Audience | What | Format | When |
      |---|---|---|---|
      
    • roadmap-review-record.md 741 B
      # Roadmap Review Record
      
      ## Review: [Product/Portfolio] — [Type] | Date: [Date] | Facilitator: [Name]
      
      ### 1. Outcome Check
      | Outcome | Status | Notes |
      |---|---|---|
      
      ### 2. Now Review
      | Bet | Conf | Progress | Decision | Rationale |
      |---|---|---|---|---|
      Capacity: [Allocated/WIP] — [Status]
      
      ### 3. Next Review
      | Bet | Conf | Ready? | Blocker |
      |---|---|---|---|
      
      ### 4. Later Scan
      Escalations: [List] | Removals: [List]
      
      ### 5. Scenario Check
      | Uncertainty | Prev | Current | Change? |
      |---|---|---|---|
      
      ### Decisions
      | # | Decision | Owner | Due |
      |---|---|---|---|
      
      ### Communication
      Executive: [1-paragraph summary]
      Team: [Changes, deps, capacity]
      External: [Outcomes — no internal data]
      
      Next review: [Date] | Focus: [Topics]
      
  • README.md 2.2 KB
    # Product Roadmapping and Portfolio Management
    
    Build roadmaps that communicate strategic intent — not project schedules.
    
    ## Why Install This Skill
    
    Most roadmap tools produce feature lists with dates, creating two problems: stakeholders treat every date as a promise, and the roadmap becomes a project schedule. When a dependency invalidates a date, the document loses credibility. This skill replaces date-first roadmapping with outcome-based sequencing: Now/Next/Later views, strategic-bet management, explicit continue/pause/kill/revisit criteria, and scenario planning.
    
    ## What You Get
    
    | Directory | Content |
    |---|---|
    | `SKILL.md` | Core methodology, loading guide, routing table |
    | `references/discovery-brief.md` | Where RICE/Kano/OST/MoSCoW live, ownership boundaries |
    | `references/outcome-roadmapping.md` | Now/Next/Later roadmaps with capacity constraints |
    | `references/strategic-bets.md` | Bet records: confidence, risk, dependencies, criteria |
    | `references/dependency-confidence-view.md` | Cross-bet dependency mapping and confidence calibration |
    | `references/scenario-comparison.md` | Alternative-future scenario planning |
    | `references/roadmap-review-cadence.md` | Review processes and stakeholder communication |
    | `templates/outcome-roadmap.md` | Fillable roadmap template |
    | `templates/bet-record.md` | Fillable bet record template |
    | `templates/roadmap-review-record.md` | Fillable review record template |
    | `evals/evals.json` | 5 eval cases covering mandatory scenarios |
    
    ## Quick Start
    
    Load the skill. For roadmaps: `references/outcome-roadmapping.md`. For bets: `references/strategic-bets.md`. For portfolio risk: `references/dependency-confidence-view.md`. For reviews: `references/roadmap-review-cadence.md`.
    
    ## Triggers
    
    Load when: building/reviewing product roadmaps, managing strategic bets, defining continue/pause/kill/revisit criteria, mapping dependencies and confidence, comparing scenarios, designing roadmap reviews, communicating roadmap decisions.
    
    Do NOT load for: tactical prioritization (use `product-methodology` or `product-strategy`), project scheduling, delivery-flow management (use `kanban-guru`), capital allocation (use `strategy-frameworks`).
    
    ## Requirements
    
    No API keys, dependencies, or system tools required.
    
  • SKILL.md 7.6 KB
    ---
    name: product-roadmapping-and-portfolio
    description: >-
      Build and maintain outcome-based product roadmaps and portfolio views that
      sequence strategic bets by evidence, not dates. Covers Now/Next/Later views,
      strategic-bet management, capacity allocation, dependency and confidence
      mapping, scenario planning, continue/pause/kill/revisit criteria, stakeholder
      narratives, and roadmap review cadences. Use when building or reviewing a
      product roadmap, managing a portfolio of bets, or communicating strategic
      sequencing to stakeholders. Do NOT use for tactical prioritization mechanics
      (RICE, MoSCoW, Kano, OST — route to product-methodology or product-strategy),
      for project scheduling or Gantt charts, or for delivery-flow management
      (route to kanban-guru).
    license: MIT
    compatibility: Agent harness with file read/write and skill loading
    metadata:
      tags: product-roadmapping, portfolio-management, strategic-bets, outcome-roadmaps,
        now-next-later, scenario-planning, roadmap-communication
    ---
    
    # Product Roadmapping and Portfolio Management
    
    Build roadmaps that communicate strategic intent without pretending to predict the future. This skill covers outcome-based sequencing, strategic-bet management, and portfolio-level choices — not feature-level prioritization or project scheduling.
    
    ## Core Principles
    
    1. **Roadmaps are not project schedules.** A roadmap communicates strategic direction and sequencing intent. It does not commit to dates by default. The default view is Now/Next/Later; dates appear only when explicitly labeled as commitments.
    
    2. **Distinguish four categories in every artifact.** Every roadmap output separates evidence (observed data), assumptions (beliefs not yet validated), commitments (decisions with consequences for reversal), and options (alternatives under consideration).
    
    3. **Bets, not plans.** Each roadmap item is a strategic bet — an investment with an expected outcome, a confidence level, explicit dependencies, and pre-defined continue/pause/kill/revisit criteria. A roadmap is a portfolio of bets, not a to-do list.
    
    4. **Portfolio thinking scales up and down.** The same bet-record and roadmap structure works for a single product and for a portfolio of products.
    
    ## Loading Guide
    
    | File | Load when |
    |---|---|
    | [references/outcome-roadmapping.md](references/outcome-roadmapping.md) | Building or reviewing a Now/Next/Later outcome roadmap |
    | [references/strategic-bets.md](references/strategic-bets.md) | Defining, evaluating, or comparing strategic bets |
    | [references/dependency-confidence-view.md](references/dependency-confidence-view.md) | Mapping cross-bet dependencies or calibrating confidence |
    | [references/scenario-comparison.md](references/scenario-comparison.md) | Comparing alternative futures or building scenario plans |
    | [references/roadmap-review-cadence.md](references/roadmap-review-cadence.md) | Designing or running a roadmap review process |
    | [references/discovery-brief.md](references/discovery-brief.md) | Understanding ownership boundaries and routing rules |
    | [templates/outcome-roadmap.md](templates/outcome-roadmap.md) | Fillable Now/Next/Later roadmap template |
    | [templates/bet-record.md](templates/bet-record.md) | Fillable strategic-bet record |
    | [templates/roadmap-review-record.md](templates/roadmap-review-record.md) | Recording a roadmap review session |
    
    ## Working Method
    
    ### 1. Start with outcomes, not features
    Define outcomes as measurable "from → to" statements. Route evidence to `product-analytics-and-measurement`.
    
    ### 2. Map the Now/Next/Later landscape
    Now = committed (WIP-limited), Next = validated/provisional, Later = options only. Dates only when labeled as commitments.
    
    ### 3. Build bet records
    Every bet: outcome hypothesis, evidence, confidence (H/M/L with rationale), risk, dependencies, capacity, continue/pause/kill/revisit criteria.
    
    ### 4. Map dependencies and confidence
    Blocking, enabling, shared-capacity, external dependencies. Effective confidence bounded by dependency health.
    
    ### 5. Compare scenarios
    Base case + alternative scenarios for consequential decisions. Identify robust, conditional, fragile bets.
    
    ### 6. Define review cadence
    Monthly for Now, quarterly for Next/Later. Record decisions with rationale.
    
    ### 7. Communicate to stakeholders
    Executive narrative, team view, external/customer view — each tailored.
    
    ## Routing Table
    
    | When the task involves... | Route to... |
    |---|---|
    | RICE scoring, MoSCoW prioritization, OST workflow | [product-methodology](../product-methodology/SKILL.md) — canonical tactical owner |
    | Kano model, OST strategic framing, competitive positioning | [product-strategy](../product-strategy/SKILL.md) — strategic frameworks |
    | Capital allocation, M&A portfolio choices | [strategy-frameworks](../strategy-frameworks/SKILL.md) — corporate strategy |
    | Delivery flow, WIP limits, throughput, cycle time | [kanban-guru](../kanban-guru/SKILL.md) — execution-level flow |
    | Evidence, metrics, analytics instrumentation | `product-analytics-and-measurement` — analytics layer (prose reference) |
    | Implementation planning for approved bets | `implementation-planning` — handoff target (prose reference) |
    | Experiment design for low-confidence bets | `product-experimentation` — downstream consumer (prose reference) |
    | Adoption measurement for shipped bets | `product-adoption` — downstream consumer (prose reference) |
    | Lifecycle learning from bet outcomes | `product-lifecycle-learning` — downstream consumer (prose reference) |
    
    ## When Not to Use
    
    - **For tactical prioritization mechanics** (RICE scores, MoSCoW buckets, Kano categorization, OST trees): route to `product-methodology` or `product-strategy`. This skill references these frameworks only to describe *where* they fit, never to re-explain formulas or mechanics.
    - **For cross-project program coordination** (integrated dependencies, shared capacity, program benefits, or transformation delivery): route to [technical-program-management](../technical-program-management/SKILL.md). This skill sequences product bets; it does not coordinate their technical program execution.
    - **For project scheduling, Gantt charts, or milestone tracking:** route to [technical-project-management](../technical-project-management/SKILL.md) for ongoing project control; use [implementation-planning](../implementation-planning/SKILL.md) for detailed planning of approved work. This skill owns outcome roadmaps.
    - **For delivery-flow management:** route to `kanban-guru`.
    - **For corporate capital allocation and M&A portfolio decisions:** route to `strategy-frameworks`.
    - **For shaping a single bet** (setting its appetite, narrowing it into a bounded
      problem, writing its pitch): route to `product-shaping`. This skill sequences bets
      across cycles at the portfolio level; shaping packages one bet before it enters a
      roadmap — "strategic bet" here means a roadmap entry with sequencing criteria, not
      the shaped single-project commitment that `product-shaping` produces.
    
    ## Evidence, Assumptions, Commitments, and Options
    
    Every roadmap artifact distinguishes these four categories:
    
    | Category | Definition | Example |
    |---|---|---|
    | **Evidence** | Observed data, validated learning, experiment results | "A/B test showed 12% lift in retention (p < 0.05, n=4,200)" |
    | **Assumptions** | Beliefs not yet validated | "We assume users grant notification permissions at ~40%" |
    | **Commitments** | Decisions with defined consequences for reversal | "Q3: 8 engineer-weeks for payments migration" |
    | **Options** | Alternatives under consideration | "Build in-house vs. integrate third-party" |
    
    An artifact that mixes assumptions into evidence or presents options as commitments is not a valid output of this skill.
    

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