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Priority Roadmap Template

Turn Ideas Into a Clear, Step-by-Step Plan

Why You Need a Roadmap

As a founder... you're constantly surrounded by ideas, opportunities, and urgent tasks.


The challenge isn't a lack of ambition... it's figuring out what to do first and how to make consistent progress without feeling overwhelmed.

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When there's no clear roadmap...

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  • Your team works hard but pulls in different directions

  • You waste precious time and money on projects that don't move the needle

  • Important opportunities slip through the cracks

  • You feel stuck, unsure whether you're truly making progress

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The Priority Roadmap Template gives you clarity and focus.


It turns scattered ideas into a step-by-step plan, so you know exactly what to work on, when to work on it, and how to measure success.

The Goal of the Priority Roadmap Template is to Progress Without the Waste

This template helps you...

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  • Identify your most important priorities for the next 90 days and beyond

  • Break big goals into actionable steps your team can follow

  • Stay focused on projects that drive real growth

  • Avoid wasted effort on low-value distractions

  • Track progress with complete visibility

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When you follow a roadmap... every task has a purpose, and every team member knows exactly how they contribute to growth.

Why Founders Often Get Stuck Without a Plan

It's easy to get caught up in the daily chaos of running a business.


Most founders struggle because...

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  • Every new idea feels urgent, so nothing gets finished

  • Priorities shift constantly, creating confusion and stress

  • There's no shared understanding of what 'success' looks like

  • Big goals are never broken down into manageable actions

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The result is... wasted time, wasted money, and wasted potential.

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The Priority Roadmap Template breaks that cycle by giving you a simple, visual system to bring order and focus to your growth journey.

How the Priority Roadmap Works

Step 1: Identify Your Core Priorities

Start by listing the top three priorities that will have the biggest impact on your business in the next 90 days.

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Examples...

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  • Launch a referral programme

  • Increase lead conversion rate by 15%

  • Improve customer onboarding process

Step 2: Break Down Each Priority Into Key Projects

For each priority, define the key projects that must be completed to achieve it.

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Example for - Improve customer onboarding process...

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  • Map out the current customer journey

  • Create new onboarding emails and materials

  • Train team members on the updated process

Step 3: Define Clear Actions

Break each project into specific, actionable steps.


Every step should be small enough to complete in just one to two weeks.

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Example...

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  • Write welcome email copy

  • Set up automation in CRM

  • Test email flow with 10 new customers

Step 4: Assign Owners and Deadlines

Each action should have...

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  • A clear owner who is responsible for completing it

  • A deadline when it must be done

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This creates accountability and ensures nothing slips through the cracks.

Step 5: Track Progress

Use the roadmap to track progress visually...

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  • Not Started - Work hasn't begun

  • In Progress - Currently being worked on

  • Completed - Finished and ready to review

Download Your Priority Roadmap Template

This priority roadmap template gives you everything you need to turn ideas into action and grow with purpose...

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>>> Download the Priority Roadmap Template →

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What's inside the file?

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  • Instructions Tab

    • Step-by-step guidance on how to turn ideas into a clear, actionable roadmap.

    • Tips for:

      • Setting 90-day priorities

      • Breaking projects into manageable steps

      • Tracking progress with your team

  • Blank Roadmap Tab

    • Fully structured template ready to fill in:

      • Priority

      • Project

      • Action Step

      • Owner

      • Deadline

      • Status (Not Started, In Progress, Completed)

      • Notes

  • Demo Example Tab

    • A completed roadmap for a fictional founder showing how to:

      • Launch a referral programme

      • Improve customer onboarding

      • Increase lead conversion rate

    • Provides clear, realistic examples of priorities, projects, and tasks.

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This tool will help you bring clarity and focus to your growth journey, turning ambitious goals into clear, achievable steps while eliminating wasteful effort.

The Downloadable Priority Roadmap Template

This template is ready for you to use in Excel, Google Sheets, or your preferred spreadsheet tool.

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When populated, your template will look something like...

Priority Roadmap Template

Next Steps After Filling in Your Priority Roadmap Template

Once you've downloaded and filled in your priority roadmap template...

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>>> Follow 'Step 4: Align Your Team and Resources' on the 'Refocus' page →


Or visit the Founders Resource Hub to download other tools to help you to grow without the waste.

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