Alignment & delivery

ROAM board

Every risk lands in one of four columns: Resolved, Owned, Accepted, Mitigated.

When. A risk with no column is a risk nobody is handling. Four columns force a decision instead of a discussion.

Duration
1 h
Participants
Teams and business owners, at the end of planning
Output
Every risk has an owner or an explicit acceptance
Stage
Post-PMF · Scale-up · Mature
ResolvedMitigatedOwnedAcceptedHandled nowHandled later or not at allSomeone owns itNobody owns it
Find the right sequence

In FigJam: File → Duplicate to your drafts, then keep this workshop's section. Get the file on Figma Community

Filled example

ResolvedPennylane APIaccess, contractsigned TuesdaySecond reviewer forsync code, Anatrained in MarchMitigatedPhoto uploadregression: rollbacktested before everysync releaseHoliday gap inAugust: no sync workplanned that monthOwnedSage integrationspec unclear, Nadia,answer by the 18thOffline conflictrules undecided,Tom, decisionsession bookedIntegrations squadhiring late, Élise,review atmid-quarterAcceptedBarcode scan willnot work on theoldest Androiddevices, about 4 %Customer portalslips to nextquarter, Élise saidso out loudHandled nowHandled later or not at allSomeone owns itNobody owns it

Example data. Fieldnote is a fictional company used to fill every board, so the examples tell one consistent story.

Fieldnote, end of planning for the quarter that adds the Integrations squad, with Élise as business owner in the room.

What the team took away

The barcode risk had been living in the Owned column for two quarters with no date. Élise moving it to Accepted, in front of everyone, freed Tom from carrying something he was never going to solve.

How to run it

Preparation

Agenda

  1. 15 min
    Read every risk out loud
    One person reads, nobody debates yet. Duplicates merge as you go, and hearing them together shows which ones cluster.
  2. 30 min
    Sort into four
    Each risk goes to Resolved, Owned, Accepted or Mitigated. A risk that cannot be placed is not described precisely enough: rewrite it as a sentence with a consequence.
  3. 20 min
    Name owners
    Every Owned risk gets a person and a date, out loud, in the room. A team name is not an owner.
  4. 20 min
    Challenge the Accepted column
    Accepted means the business chose to live with it. Ask the business owner to say so explicitly. If they will not, it was never accepted, just ignored.
  5. 15 min
    Confidence vote
    After the board is done, vote on confidence in the plan. If confidence is low, the risks are not really handled, whatever the columns say.

Pitfalls

Afterwards

Review the Owned column halfway through the increment. Risks that became real feed the pre-mortem of the next planning session.

Source : https://scaledagileframework.com/pi-planning/

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