What is a Roadmap?

Creating a business roadmap is an essential step for a business to have a big picture idea of where you want to go, where you are now, and the steps that it’s going to take to get you to your final destination. This is a tool that we like to use with small businesses, freelancers, and entrepreneurs to make sure that you are building your business intentionally. We want you building the business you want, not the business that just happens. 

When you started your business, did you have an idea of what your success would mean? Have you defined your goals? I’m big on planning (go figure!) and encourage my clients to plan consistently. We even have a planner system we designed that focuses on this idea of holistic, work-life balance goal setting. Visit our Freebies section to grab a free planner week download and try it out. 

But let’s get back to our Business Roadmap. The idea here is that if you know what success looks like for you specifically, and you know where you are in your business right now, we can put steps in place to move you from point A to point B, ensuring that you stay on track and are building your business with your end goal in mind.

That seems like such a simple statement to cover such big objectives, but honestly if you have a direction in mind for your business, you will find yourself much more mindful of the actions you take day to day.

Building a Business Roadmap gives you Direction

So often we see businesses that grow organically, and there’s nothing wrong with that. However, if your idea of success is to be working 20 hours a week, traveling the world, and have a passive income that’s supporting you, then we don’t want to build a business that requires you to be in a storefront 40 hours a week. Those two things are likely to be mutually exclusive.

So when we build a business roadmap we lay out the framework that helps give us direction.

We start with looking at where we see ourselves now. Think about what the pain points and the frustrations are that you face each day in your business. Consider what you’re happy with, what you live doing, and what you would love to not be doing.

Then we can figure out exactly where you want to end up down the road. Each action you take, the time you devote each day, the relationships you build, they all drive where your business is heading. The focus of a Business Roadmap is to ensure that direction is taking you towards your final endpoint. To the place and time where you consider your business a success.

Your Business Roadmap, plus a little business accountability on an ongoing basis, will help form a big picture plan to keep your business moving on the right track in the direction you want it to go.

Business Roadmap Training

Business Roadmap Training 

Check out the video on how to build a business roadmap and grab your free planner to build your own.


(All resources, downloads, and a copy of the video trainings are hosted in the MentoringU Skills Lab. You will be prompted to checkout, and create a free account to access them. If you are already a Skills Lab member you can find these resources under the Freebies section.)