Skip to content
Automation
Command

/plan-bi-roadmap

Prioritizes BI initiatives with impact, effort, and governance alignment.

From plugin
gtm-agents
368199 skills200 agents199 commands
Install
$ npx -y skills add gtmagents/gtm-agents --agent claude-code

How it fires

How this command gets triggered: by you, by Claude, or both.

  • Fires itselfClaude auto-loads it when your prompt matches the work.
  • You can call itInvoke it directly when you want it.
  • Slash command/plan-bi-roadmap

Context preview

What this command does when you run it.

Prioritizes BI initiatives with impact, effort, and governance alignment.

Command definition

plan-bi-roadmap.md
name: plan-bi-roadmap
description: Prioritizes BI initiatives with impact, effort, and governance alignment.
usage: /business-intelligence:plan-bi-roadmap --inputs backlog.csv --capacity 5 --themes revenue,success --audience exec

Command: plan-bi-roadmap

Inputs

  • **inputs** – backlog source (csv, notion, jira board, spreadsheet).
  • **capacity** – number of initiatives supportable next cycle.
  • **themes** – comma-separated strategic themes (revenue, success, marketing, product).
  • **audience** – exec | bi-lead | revops | async.
  • **constraints** – optional notes on tooling, compliance, or dependency limits.

Workflow

1. **Backlog Normalization** – ingest initiatives, tag by theme, align to OKRs. 2. **Scoring Engine** – calculate impact, effort, risk, and sponsor readiness. 3. **Roadmap Draft** – allocate capacity, stage workstreams, and highlight dependencies. 4. **Governance Layer** – attach owners, status checkpoints, and success metrics. 5. **Packaging** – tailor roadmap deck/memo with decisions + asks for audience.

Outputs

  • Prioritized roadmap with scoring table + swimlane view.
  • Governance tracker with owners, milestones, and KPI definitions.
  • Decision log capturing trade-offs and follow-up actions.

Agent/Skill Invocations

  • `insights-program-director` – orchestrates prioritization + stakeholder alignment.
  • `data-architecture-lead` – validates feasibility and data contract implications.
  • `metric-governance-kit` skill – ensures KPI definitions are locked.
  • `dashboard-playbook` skill – provides adoption considerations for planning.

---

Read more
Ships withgtm-agents

Free AI automation for sales, marketing, and growth teams. No coding required.

Get the whole plugin