Roadmap
Plan and prioritize website improvement initiatives with RICE scoring and multiple views.
The Roadmap in Evergreen helps you turn audit findings and analytics insights into a prioritized plan of action. Create initiatives, score them with RICE, organize them on a kanban board, and link everything back to your objectives.
Scope Levels
Initiatives can be managed at three levels:
- Project — work tied to a specific website or property
- Team — cross-project work owned by a team
- Organization — company-wide strategic priorities
Navigate to Roadmap from whichever context you're working in — the sidebar adapts to show the appropriate scope.
How It Works
When Evergreen surfaces issues through crawls and audits — broken links, thin content, missing metadata, performance regressions — you can create roadmap initiatives to address them. Each initiative tracks the work from proposal through completion.
Key Features
- Initiative management — Create, edit, and track improvement initiatives
- RICE scoring — Prioritize objectively using Reach, Impact, Confidence, and Effort
- Kanban board — Visualize initiative status across your workflow
- Priority view — See initiatives ranked by RICE score
- Objective linking — Connect initiatives to objectives and key results
- Multi-level scoping — Plan at the project, organization, or team level
- Rich descriptions — Document scope, criteria, and notes with rich text
- Page linking — Associate specific URLs with an initiative
Getting Started
- Navigate to the Roadmap section in your project, organization, or team
- Click Add Initiative to create your first initiative
- Give it a title, description, and initial status
- Optionally add RICE scores and link to objectives
- Use the kanban or priority view to organize your work
Initiative Statuses
Initiatives move through a seven-stage workflow:
| Status | Meaning |
|---|---|
| Proposed | Idea has been captured but not yet evaluated |
| Ready | Evaluated and ready to begin work |
| Implementation | Active development or content work underway |
| Testing | Work is complete and being verified |
| Completed | Initiative has been finished and verified |
| Blocked | Cannot proceed due to a dependency or issue |
| On Hold | Paused intentionally, may resume later |
Aggregated Views
Team and organization roadmap views combine initiatives from all projects within that scope, giving you a unified view of strategic work happening across your portfolio. Use the project filter and scope toggle to narrow the view.
See Views and Filters for details.
Best Practices
- Create initiatives from audit insights — this preserves the data context
- Score every initiative with RICE before starting work
- Link initiatives to objectives to maintain traceability
- Review the roadmap weekly to update statuses and re-prioritize
- Use the priority view to decide what to work on next
Related Features
- Objectives & Key Results — connect strategic goals to roadmap initiatives
- AI Insights — use AI analysis results to inform new initiatives
- Scopes and Hierarchy — understand project, team, and org relationships
