# Roadmap Template

To obtain the iSAQB CPSA Expert Level certificate, participants must develop a topic either individually or as a group.

The work must be planned in a roadmap. The goals and results must be approved by examiners to ensure their suitability and verifiability.

This document contains a template for the roadmap. Each section describes the expected content, motivation, and recommended format.


## Goals

**Content**

Checklist:

* Are the goals and mission clearly described?

**Motivation**

A concrete goal helps to work in a focused manner.

**Form**

Describe the problem statement and goals in a few paragraphs. For sub-goals, a list or table is suitable.


## Contact Information

**Content**

If you work on the topic in a working group, you need their contact details: name, email, phone number, etc.

**Motivation**

Members of the topic working group must know how to reach their colleagues.

**Form**

List or table

## Approach

### Roles and Tasks

**Content**

If you work on the topic in a working group, planning roles and tasks is helpful. It is up to the topic working group to decide whether to list roles or tasks.

Checklist:

* Are the roles and tasks of the topic working group members described?
* Is there a timeline with milestones?
* Are the times and locations for optional in-person meetings listed?
* Are the times and tools for virtual meetings listed?
* Are the tools for communication listed?
* Are work packages and responsibilities defined?
* Is the review process defined?

**Motivation**

The topic working group should agree on roles and tasks at the beginning so they can start implementation more quickly.

**Form**

List or table

Examples of roles:

| Role | Task | Responsibility |
| --- | --- | --- |
| Minute taker | Write minutes for meetings | Each person (rotating) |
| IT infrastructure | Set up and configure video conferencing system, project management tool, and version control | Franziska |
| Moderator | Moderate joint meetings | Paul and Susanne |

Examples of tasks:

* Matthias is primarily responsible for organizing the planned survey.
* Susanne organizes the video conferences for the topic working group.
* Franziska organizes and maintains the IT infrastructure: video conferencing system, project management tool, version control, etc.


## Timeline

**Content**

Describe a timeline with concrete milestones.

**Motivation**

A timeline helps to work in a goal-oriented manner. If you work in a team, everyone must know by when results must be available and by when the topic working group wants to complete its work. The timeline helps to coordinate joint online or in-person meetings.

**Form**

Table, e.g., according to this scheme:

| Date | Milestone/Task | Details |
| --- | --- | --- |
| ... | ... | ... |


## Tools Used

**Content**

List the tools you need for the work.

Examples: Video conferencing, online chat, project management, version control, document management, review, modeling

**Motivation**

If you work in a topic working group, everyone must know which tools are used.

**Form**

List or table. Here is an example:

| Tool | Area of Use | Responsibility |
| --- | --- | --- |
| ... | ... | ... |


## Methodology

**Content**

Specify which methods you use to produce the results.

Examples of methods:

* Literature study
* Survey
* Project analysis
* Interviews
* Discussion in the topic working group

**Motivation**

Using multiple methods leads to higher quality results.

**Form**

Table, e.g., according to this scheme:

| Method | Scope | Results |
| --- | --- | --- |
| ... | ... | ... |


## Review Process

**Content**

If you work in a topic working group, you need a review process. There can be separate processes for different work results.

**Motivation**

Results are partially produced by individuals or groups within the topic working group. To improve quality and share knowledge within the team, all results must undergo a review.

**Form**

Freely selectable, e.g., prose, list, table. For more complex processes, an additional diagram can be helpful.


## Literature

**Content**

List the literature sources you use as knowledge sources. The literature list can be supplemented later.

Literature sources include, among others, books, websites, and scientific publications.

Checklist:

* Is there a literature list?
* Does the literature list include at least 7 sources?
* Are the sources of scientific value?

**Motivation**

If you familiarize yourself with the topic in advance using some literature sources, you can better plan the goals and results.

**Form**

Table, e.g., according to this scheme: source, title, authors, summary


## Results

Checklist:

* Is the mandatory article discussed?
* Is at least one additional result provided (e.g., guide, example, etc.)?
* Is the form and structure of each result addressed?
* Is there an attempt to present the results at at least one conference?
* Is there an attempt to publish the results in at least one trade journal?

### Mandatory Article

**Content**

Each topic working group must create an article. Briefly describe the content and structure (headings) of the article. Content and structure can still be adjusted during the work in the topic working group.

**Motivation**

The topic working group must be clear early on about what content they need to produce and what structure the content must have. This makes the work more effective.

**Form**

The content can be described in prose. For the structure (headings of the article), lists or trees are suitable.

Example:

1. Title
2. Authors
3. Abstract
4. Introduction (Goal 1, Goal 2)
5. Methods (Literature study, survey, ...)
6. Results
7. Discussion
8. Summary
9. Acknowledgments


### At Least One Additional Result

**Content**

Describe at least one additional result from your topic. Here are some examples:

* Reference project
* Examples
* Patterns (e.g., architecture or design patterns)
* Guidelines, best practices
* Comparisons of methods/tools

**Motivation**

In addition to the article, each topic working group must also produce an additional result. Defining additional results before starting the work helps to work in a goal-oriented manner.

**Form**

List or table, e.g., according to this scheme: result, structure, details


## Planned Submissions to Conferences

**Content**

It is recommended to present the results of your work at professional conferences. Describe, among other things, the following points:

* Conference name
* Conference date and location
* Justification for why this conference is interesting for your topic
* Submission deadline
* Possible topics for submissions
* Name of the presenter(s) from your topic working group, including backup

**Motivation**

In the topic working group, you produce new knowledge. It is recommended to share this knowledge with a larger professional audience. This establishes you as an expert, and other people benefit from your expertise.

**Form**

List or table with the following content: conference, date, location, focus, submission deadline, topic, presenter.


## Planned Submissions to Professional Journals

**Content**

It is recommended to publish the results of your work in professional journals. Plan the following points:

* Journal name
* Contact person for guest contributions
* Justification for why this journal is interesting for your topic
* Possible topics for submissions

**Motivation**

Publishing in a professional journal demonstrates your expertise. Numerous readers will benefit from your new knowledge.

**Form**

Prose, list, or table, e.g., according to this scheme: journal, contact, justification, topic