Research strategy & roadmapping

Create prioritized research strategies, roadmaps, and portfolios that connect problems, evidence, resources, timelines, and measurable impact.


Template

Research strategy & roadmap template

A saveable, fillable research strategy and roadmap template that captures vision, prioritized questions and problems, impact metrics, a 0–6 / 6–18 / 18+ month portfolio roadmap, resource plan, dependencies, risks, and governance checkpoints — designed for stakeholder review and iteration.

Members:
Template

Research Strategy Canvas — one-page plan

A focused, one-page interactive canvas to capture a research initiative's problem, objective, hypotheses, success metrics, stakeholders, capabilities, constraints, timeline, risks, and next actions. Saves structured responses so teams can align, prioritize, and track strategy over time.

Members:
Guide

Research Strategy Canvas — Align projects to impact, risk, and resources

A practical one-page canvas, facilitation plan, prioritization rubric, and a worked hypothetical example to help teams align research projects to measurable impact, evidence gaps, risk, and resources. Includes a ready-to-run 60‑minute workshop agenda and guidance for turning single-project canvases into a prioritized portfolio.

Members: