🚀
default governance

Startup Roadmap

A pm-cli workspace preset for startups building a product roadmap with visibility to investors and stakeholders. Full metadata captures business value, outcomes, and strategic context alongside the en

default Encourages completeness but doesn't block. Warnings on incomplete items.

Templates

featureinitiativemilestone

Install as extension

$ pm install github.com/unbraind/pm-presets --project
Then apply: pm roadmap-setup
Extension repo on GitHub

Settings

{
  "id_prefix": "road-",
  "author_default": "",
  "governance": {
    "preset": "default",
    "ownership_enforcement": "warn",
    "create_mode_default": "progressive",
    "close_validation_default": "warn",
    "metadata_profile": "strict"
  },
  "validation": {
    "sprint_release_format": "warn",
    "parent_reference": "warn"
  },
  "item_types": {
    "definitions": [
      {
        "name": "Epic",
        "description": "A top-level strategic initiative on the roadmap"
      },
      {
        "name": "Feature",
        "description": "A product feature tied to a milestone"
      },
      {
        "name": "Task",
        "description": "Execution-level work item"
      }
    ]
  },
  "testing": {
    "record_results_to_items": false
  },
  "search": {
    "mode": "keyword"
  },
  "calendar": {
    "default_view": "month",
    "first_day_of_week": 1
  },
  "telemetry": {
    "enabled": false
  }
}

Template Files

📄 feature.json JSON 
{
  "name": "feature",
  "description": "A product feature with business value framing, acceptance criteria, and stakeholder context.",
  "defaults": {
    "type": "Feature",
    "status": "open",
    "priority": "medium",
    "tags": [
      "feature"
    ],
    "metadata": {
      "milestone": "",
      "user_story": "",
      "acceptance_criteria": "",
      "business_value": "",
      "impacted_personas": "",
      "owner": "",
      "design_link": "",
      "effort_estimate": "",
      "dependencies": ""
    }
  }
}
📄 initiative.json JSON 
{
  "name": "initiative",
  "description": "A top-level strategic initiative. Represents a major investment area visible to investors and stakeholders.",
  "defaults": {
    "type": "Epic",
    "status": "open",
    "priority": "high",
    "tags": [
      "initiative",
      "roadmap"
    ],
    "metadata": {
      "objective": "",
      "business_value": "",
      "target_outcome": "",
      "success_metrics": "",
      "owner": "",
      "stakeholders": "",
      "target_quarter": "",
      "investment_level": "",
      "dependencies": "",
      "risks": ""
    }
  }
}
📄 milestone.json JSON 
{
  "name": "milestone",
  "description": "A product milestone — a meaningful, demonstrable state of the product tied to a date or release.",
  "defaults": {
    "type": "Milestone",
    "status": "open",
    "priority": "high",
    "tags": [
      "milestone"
    ],
    "metadata": {
      "target_date": "",
      "release_name": "",
      "scope_summary": "",
      "exit_criteria": "",
      "owner": "",
      "stakeholder_sign_off": "",
      "investor_facing": "false",
      "go_to_market_notes": ""
    }
  }
}

Documentation

A pm-cli workspace preset for startups building a product roadmap with visibility to investors and stakeholders. Full metadata captures business value, outcomes, and strategic context alongside the engineering work.

What This Preset Configures

Settings (settings.json)

Setting Value Rationale
id_prefix road- Roadmap items are distinct from sprint or support items
governance.preset default Structured enough for external audiences
governance.ownership_enforcement warn All roadmap items should have an owner
governance.close_validation_default warn Ensures exit criteria are recorded at completion
governance.metadata_profile strict Full context for business, investor, and stakeholder review
validation.sprint_release_format warn Milestone naming is flexible at this stage
validation.parent_reference warn Features should trace to an Initiative or Milestone

Templates

Template Type Purpose
initiative Epic Strategic investment area with value and outcome framing
milestone Feature Demonstrable product state with exit criteria and stakeholder sign-off
feature Feature User-facing capability with business value and acceptance criteria

Workflow Overview

Initiative (strategic bet, investor-visible)
  └── Milestone (ship date, exit criteria)
        └── Feature (user-facing capability with value framing)
  1. At the start of a planning cycle, define Initiatives — the major strategic bets. Use pm create --template initiative.
  2. Break Initiatives into time-bounded Milestones with hard exit criteria. Use pm create --template milestone.
  3. Decompose each Milestone into Features, each with a user story, acceptance criteria, and business value. Use pm create --template feature.
  4. Use the stakeholder_sign_off and investor_facing metadata fields to prepare for board updates or fundraising conversations.
  5. Close items with pm close — warnings prompt for missing outcomes and exit criteria.

Installation

Run the setup script from your repository root after running pm init:

bash .agents/pm/presets/startup-roadmap/setup.sh

Or copy files manually:

cp presets/startup-roadmap/settings.json .agents/pm/settings.json
cp presets/startup-roadmap/templates/*.json .agents/pm/templates/

Customization Tips

  • Add an arr_impact or revenue_potential metadata field to the initiative template for financially-driven prioritization.
  • Add a confidence field (high/medium/low) to features for roadmap review discussions.
  • Set investor_facing: true on milestones to quickly filter items for the next board deck.
  • Pair with the software-sprint preset by using different id_prefix values per workspace if you track both roadmap and sprint items.
All presets View source on GitHub