How often should the portfolio roadmap be updated?

Monthly updates work for most organizations. Update status indicators bi-weekly. Revisit the allocation percentages quarterly during planning cycles. The portfolio view should stay current enough that leadership trusts it as a source of truth.

Should I show individual features on the portfolio roadmap?

No. The portfolio roadmap operates at the initiative level. Typically 2-3 items per product per quarter. Individual features belong on the product-level roadmap. Mixing levels of detail makes the slide too dense to be useful.

How do I handle a product that is being sunset?

Add a "Wind Down" or "Sunset" tag to the product row. Show the remaining allocation shifting to migration support and customer transition in the quarterly columns. Making the sunset timeline visible prevents the common failure of maintaining zombie products that consume resources indefinitely.

What if investment allocation changes mid-quarter?

Update the slide to reflect reality. If Product A needed to pull engineers from a growth initiative to fix a critical production issue, the allocation shifts from growth to platform for that quarter. Document the reason in a speaker note so the change has context in the next review. ---

Product Portfolio Roadmap Template for PowerPoint

Quick Answer (TL;DR)

This free PowerPoint portfolio roadmap template places multiple products on a shared quarterly timeline with investment allocation percentages and status indicators. It gives product leaders a single slide showing where resources are going across the entire product portfolio. Download the .pptx, add your products and initiatives, and use it in leadership reviews, board presentations, and annual planning sessions.

What This Template Includes

Cover slide. Title slide with company name, planning horizon, and portfolio scope.
Instructions slide. Guide for mapping products, setting allocation percentages, and maintaining the view across quarters.
Blank portfolio slide. Rows for up to six products across four quarterly columns. Each product row has space for initiatives, allocation percentages, and status indicators.
Filled example slide. A complete portfolio view for a company with four products, showing how engineering investment shifts across the year based on strategic priorities.

Why a Portfolio View Matters

Individual product roadmaps show what a single team is building. A portfolio roadmap shows how the company is investing across all of its products. This distinction matters at the leadership level because trade-offs happen between products, not just between features within one product.

When Product A needs three more engineers for a critical launch, those engineers come from somewhere. Usually Product B or C. The portfolio roadmap makes these allocation decisions visible so leadership can evaluate them explicitly instead of discovering them after the fact.

The PowerPoint format is the right choice for this audience. VPs, CPOs, and board members rarely log into Jira or Productboard. They review strategy in slide decks. A single-slide portfolio view gives them the context they need to approve resource decisions and challenge investment balance.

Template Structure

Product Rows

Each row represents one product in the portfolio. The row header shows the product name, product lead, and the team's total headcount. Up to six rows fit on one slide. More than that and you likely need to group products into business units first.

Quarterly Columns

Four columns for Q1 through Q4. Each cell within a product row shows the key initiatives planned for that quarter, along with the percentage of the product team's capacity allocated to new features vs. maintenance vs. technical debt.

Investment Allocation

Each product-quarter cell includes a small allocation bar showing the split between:

Growth (green). New features and capabilities that drive acquisition or expansion
Retention (blue). Improvements to existing features that reduce churn
Platform (gray). Infrastructure, technical debt, and scalability work

This makes it easy to spot imbalances: a product spending 90% on growth with 0% on platform is accumulating technical debt. A product spending 80% on platform may be over-investing in infrastructure at the expense of user-facing value.

Status Indicators

Each initiative card has a status dot: green (on track), yellow (at risk), red (blocked or delayed). At the portfolio level, these dots surface problems early. If Product C has three red dots in Q2, leadership can intervene before the quarter ends.

How to Use This Template

1. List your products

Add one row per product. Include the product lead name and team size so the audience understands the resource context. If your company has more than six products, group smaller products into a single "Other" row.

2. Map quarterly initiatives

For each product-quarter, list the top 2-3 initiatives. Keep names short and outcome-oriented. The portfolio roadmap is not a feature list. It is a strategic allocation view. Link to individual product roadmaps for feature-level detail.

3. Set allocation percentages

For each product-quarter, estimate the percentage split between growth, retention, and platform work. These numbers do not need to be precise. Directional accuracy is enough. The goal is to see the pattern: is the company investing enough in growth? Is any product dangerously underinvesting in platform?

4. Add status indicators

Update status dots weekly or bi-weekly. The portfolio slide should reflect current reality, not the original plan. If a Q1 initiative slipped to Q2, move it and note the change. Stakeholders trust roadmaps that are honest more than roadmaps that pretend everything is on track.

5. Present at leadership reviews

Use this slide at monthly or quarterly leadership reviews. Focus discussion on allocation balance, cross-product dependencies, and status exceptions (yellow and red dots). The single-slide format forces the conversation to stay at the strategic level.

When to Use This Template

Portfolio roadmaps are the right format when:

Your company has 3+ products and leadership needs to see how resources are distributed
Board or executive presentations require a single view of the product investment strategy
Annual planning sessions where teams compete for headcount and budget
Cross-product dependencies need to be visible. One product's API work enabling another product's feature launch
M&A integration where acquired products need to be mapped alongside existing ones

If you only manage one product, a quarterly roadmap or product strategy roadmap is a better fit. If you need a deeper view of product strategy for a single product, start there and roll up into the portfolio view.

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Key Takeaways

Portfolio roadmaps show investment decisions across products, not just features within one product.
The allocation split (growth, retention, platform) surfaces strategic imbalances at a glance.
Limit to 2-3 initiatives per product per quarter. This is a strategy view, not a backlog.
Status indicators (green, yellow, red) give leadership early warning of cross-product risks.
Update monthly and present at leadership reviews to keep the portfolio view trusted and actionable.
Compatible with Google Slides, Keynote, and LibreOffice Impress. Upload the .pptx to Google Drive to edit collaboratively in your browser.

Product Portfolio Roadmap Template for PowerPoint