Turn your chaotic backlog into a capacity-led roadmap that stays honest with stakeholders. This starter kit mirrors the Phase 1 guide so you can walk through the same eight-step workflow directly inside Notion.

What's included

• Single Initiatives database with baseline/stretch/constrained estimates
• Table, board, timeline, and scenario-summary views wired to that database
• Sample data (15 initiatives) + capacity worksheet example
• Stakeholder brief + weekly update sections you can duplicate

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Free Starter Kit

Use this template with the public roadmap guide. When you're ready for automated simulations, export your initiatives and import them into ScopeCone.

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Workflow Steps

1. Gather inputs

Capture every initiative request—feature asks, tech-debt paydowns, market bets. In the Initiatives database, keep initiative_name, owner, theme, priority, and notes up to date so nothing gets lost.

Notion tip: Use the default Table view to bulk add entries, then filter by owner during intake reviews.

2. Define your planning horizon

Pick the 3/6/12-month window that matches your company cadence. Add the quarter select property (Q1–Q4) so you can quickly regroup items when timelines shift.

Notion tip: Duplicate the Timeline view, group by quarter, and extend bars to cover your planning horizon.

3. Estimate usable capacity

Ground the roadmap in reality using: (Team size × Horizon weeks × Utilization rate). Example: 4 people × 13 weeks × 0.65 = 34 person-weeks. Reserve ~35% for meetings, maintenance, and interrupts.

Notion tip: Store that capacity in the Capacity Snapshot toggle below so every step references the same number.

4. Size initiatives with three scenarios

Each initiative gets three point estimates to avoid false precision.