> ## Documentation Index
> Fetch the complete documentation index at: https://help.ciclostrategy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Roadmap

> Turn strategy into initiatives organised across Now, Next, and Later — and track them quarter by quarter.

## Overview

The Roadmap is where strategy meets execution. It organises your team's initiatives into
three time horizons so you can prioritise the present while keeping sight of what's coming:

<CardGroup cols={3}>
  <Card title="Now" icon="play">
    Initiatives you're working on this quarter.
  </Card>

  <Card title="Next" icon="forward">
    Planned for the following quarter.
  </Card>

  <Card title="Later" icon="clock">
    On the longer-term horizon.
  </Card>
</CardGroup>

Each initiative is a card you can drag between horizons as priorities shift. Quarterly
targets from your roadmap appear automatically on the [Strategy page](/features/strategy),
creating a visible link between strategy and delivery.

<Frame caption="The roadmap board, organised into Now / Next / Later">
  <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/xst0q8VQ171r6I_e/images/roadmap/overview.png?fit=max&auto=format&n=xst0q8VQ171r6I_e&q=85&s=bcb6fbfc9da194ff558168ffc89d47b0" alt="The Ciclo roadmap board with initiatives across three horizons" width="1400" height="977" data-path="images/roadmap/overview.png" />
</Frame>

## Create and manage initiatives

<Steps>
  <Step title="Open your team's Roadmap">
    Pick your team, then choose **Roadmap** in the sidebar to see the board.
  </Step>

  <Step title="Add an initiative">
    Create a **New Initiative** and fill out its details:

    * **Title** — a clear, concise name (e.g. "Create new reporting cadence").
    * **Description** — why you're doing it and what it involves.
    * **Horizon** — Now, Next, or Later.
    * **Status** — On Track (default), At Risk, Off Track, or Complete.
    * **Due date** — defaults to the end of the selected quarter; adjust as needed.

    <Frame caption="Creating a new initiative">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/H7qE53BYUHz660gr/images/roadmap/new-initiative.png?fit=max&auto=format&n=H7qE53BYUHz660gr&q=85&s=fa76a7e87278f2939248d58f97648337" alt="The new initiative modal" width="1474" height="1326" data-path="images/roadmap/new-initiative.png" />
    </Frame>

    <Frame caption="Filling out the initiative details">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/H7qE53BYUHz660gr/images/roadmap/initiative-details.png?fit=max&auto=format&n=H7qE53BYUHz660gr&q=85&s=83c5c750c0bbdfbd8d16991a1ac12144" alt="Initiative detail fields" width="1492" height="1358" data-path="images/roadmap/initiative-details.png" />
    </Frame>
  </Step>

  <Step title="Break it into actions">
    In **Related Actions**, add the concrete steps needed to deliver the initiative. These
    flow straight onto your [Actions](/features/actions) board.

    <Frame caption="Adding related actions to an initiative">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/H7qE53BYUHz660gr/images/roadmap/related-actions.png?fit=max&auto=format&n=H7qE53BYUHz660gr&q=85&s=744c95250821c3fdebd6295630473dbb" alt="Adding related actions" width="1398" height="256" data-path="images/roadmap/related-actions.png" />
    </Frame>
  </Step>

  <Step title="Save and track">
    Save, and the initiative appears as a card in its horizon. A coloured bar shows status
    at a glance — green (On Track), orange (At Risk), red (Off Track), grey (Complete).

    <Frame caption="A saved initiative card with its status bar">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/xst0q8VQ171r6I_e/images/roadmap/saved-card.png?fit=max&auto=format&n=xst0q8VQ171r6I_e&q=85&s=51553b0738dd53227c1422dd6725f9e8" alt="A saved initiative card" width="1400" height="977" data-path="images/roadmap/saved-card.png" />
    </Frame>
  </Step>
</Steps>

## Work the board

<AccordionGroup>
  <Accordion title="Reprioritise with drag-and-drop">
    Drag a card to a different column to change its horizon. The roadmap is a living
    document — move cards as circumstances change.

    <Frame caption="Drag initiatives between horizons">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/xst0q8VQ171r6I_e/images/roadmap/board.png?fit=max&auto=format&n=xst0q8VQ171r6I_e&q=85&s=466553afb9289907cf0635ae1c51c336" alt="Dragging an initiative on the roadmap board" width="1400" height="848" data-path="images/roadmap/board.png" />
    </Frame>
  </Accordion>

  <Accordion title="Update status">
    Open a card and update its status as work progresses. The coloured bar updates so
    everyone can see where attention is needed.

    <Frame caption="Updating initiative status">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/H7qE53BYUHz660gr/images/roadmap/status.png?fit=max&auto=format&n=H7qE53BYUHz660gr&q=85&s=d6c6caf51cc3bb18418bf4682696450d" alt="Updating an initiative's status" width="1464" height="1322" data-path="images/roadmap/status.png" />
    </Frame>
  </Accordion>

  <Accordion title="Review history">
    Each initiative keeps a **History** log of changes over time, giving accountability and
    showing how it has evolved.
  </Accordion>

  <Accordion title="Get an AI assessment">
    Use the insight action to understand which parts of your roadmap are strong and how to
    improve the rest.
  </Accordion>
</AccordionGroup>

## Stay aligned across teams

<Note>
  When creating an initiative, use **Import initiatives from other teams** to pull in an
  initiative from elsewhere in the organisation so strategic work cascades appropriately.
</Note>

<Frame caption="Import an initiative from another team">
  <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/H7qE53BYUHz660gr/images/roadmap/import.png?fit=max&auto=format&n=H7qE53BYUHz660gr&q=85&s=5c8b59e4818e1d9ded9a3fca4ab0267a" alt="Importing an initiative from another team" width="1512" height="1354" data-path="images/roadmap/import.png" />
</Frame>

## Best practices

* **Align with strategy** — every initiative should support a strategic goal.
* **Be realistic** — don't overload **Now**; be honest about a quarter's capacity.
* **Review monthly** — keep status current and reprioritise regularly.
* **Break down large initiatives** — if it won't fit in a quarter, split it.

## Related

<CardGroup cols={2}>
  <Card title="Strategy" icon="bullseye" href="/features/strategy" />

  <Card title="Actions" icon="square-check" href="/features/actions" />

  <Card title="Alignment view" icon="diagram-project" href="/features/alignment" />

  <Card title="Track KPIs" icon="chart-line" href="/features/performance-kpis" />
</CardGroup>
