How to build a RevOps Roadmap?

Understand key company objectives

Before creating a RevOps Roadmap, you have to understand the organization's overarching goals and priorities. 

In a world of endless projects and limited capacity, remember to dedicate your resources wisely.

Understand opportunities with RevOps process mapping

RevOps process mapping is the visual way of identifying, documenting, and analyzing all the processes and workflows involved in generating revenue. It includes sales, marketing, and customer success.

The main purpose of RevOps process mapping is to:

• Identify bottlenecks and inefficiencies in the current processes
• Highlight opportunities for optimization and new initiatives

Watch the video to see the bird's view of mapping the current and future state of your processes.

We recommend using the Lucidchart or Miro board for RevOps process mapping.

Check the example of current process state mapping in Miro here:

(Click the image to open the Miro board)

Check the example of future process state mapping in Miro here:

(Click the image to open the Miro boards)

Define key projects with the stakeholders

Once you complete the process mapping, it’s time to identify key RevOps initiatives aligned with the company’s objectives.

Project impact scoring and prioritization

After identifying the key projects, it's time to prioritize them based on impact, effort, and change management analysis.

As a RevOps leader, you should also develop a project scoring and use it to gather feedback from stakeholders.

(Keep in mind that factors you need to consider will differ depending on the complexity of the organization and its needs)

This collaborative process ensures that all stakeholders have a voice in the roadmap's creation which leads to greater buy-in and alignment.

RevOps Roadmap planning and milestones

With the prioritized projects identified, it's time to plan the RevOps Roadmap and set milestones. 

The basic RevOps roadmap should include:

• Project name
• Business impact
• Implementation steps
• Priority 
• Effort
• Change Management
• Impact
• Stakeholders
• Release (quarter)

(Example of the RevOps roadmap)

It serves as a visual guide that provides transparency, clarity, and accountability to all stakeholders. 

(Keep in mind that the presented map is illustrative. Feel free to modify it according to the needs of your organization and the complexity of your projects)

Measuring the success of the RevOps roadmap

Finally, you must establish a way for measuring the success of the RevOps Roadmap. 

KPIs should be aligned with the specific goals of each project. 

For example, KPIs for the project "Data model review and reporting implementation" may look like this:

• Time to create a report
• Forecasting accuracy
• Level of data utilization

(You can add a KPIs section in your RevOps roadmap)

Regular tracking and analysis of these KPIs enable you to:

• assess the RevOps Roadmap's impact
• identify areas for improvement
• make data-driven decisions to drive continuous optimization

You should regularly communicate progress and updates on the roadmap's implementation to all stakeholders to ensure alignment and accountability.

Summary

To create a RevOps Roadmap you need to follow 6 steps in this exact order:

1. Understand key company objectives
2. Understand opportunities with RevOps process mapping
3. Define key projects with the stakeholders
4. Run project impact scoring and prioritization
5. Plan your RevOps Roadmap
6. Set up KPIs for measuring the success of the RevOps Roadmap

By following the presented steps in the creation of a RevOps Roadmap you gain a structured and measurable way of:

• Aligning revenue operations efforts,
• Streamlining processes
• Optimizing resource allocation

And as a result, driving revenue growth for your company.