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Advise & Plan · Workflow

Roadmap Gap Analysis

Find goals without linked initiatives, unscheduled roadmap work, and at-risk goals before planning.

Lifecycle Manager
Requires MCP3 tools

Needs an LLM client connected to ScalePad MCP — Claude Desktop, Cursor, Windsurf or similar. Without it the assistant cannot call the recipe's tools.list_goals, list_initiatives, update_initiative

User prompt

1 input to fill
Evaluate [CLIENT NAME]'s roadmap. Identify initiatives with no target quarter, goals with no linked initiatives, and at-risk goals nearing their deadline. Suggest a prioritized schedule and prepare updates for unscheduled items.

Overview

This workflow reviews a client roadmap for missing structure. It highlights unscheduled initiatives, goals without supporting work, and timing gaps that should be cleaned up before strategic planning.

When to use

Use it before roadmap planning, QBR prep, or internal account review when the client plan needs stronger goal-to-initiative alignment.

How to use

  1. 1.Copy the prompt from the action panel.
  2. 2.Replace [Client Name] and any bracketed inputs with the client or review details.
  3. 3.Run the prompt in an assistant connected to ScalePad MCP.
  4. 4.Review and confirm any creates or updates before records change in Lifecycle Manager.

Expected output

  • A list of roadmap gaps and stale items.
  • Suggested priority and timing for unscheduled initiatives.
  • A review-ready set of proposed updates.

Recipes are starting points. Adapt them to your environment and validate the output before putting one into practice.

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