---
name: Roadmap Initiative
about: Track a strategic initiative from the 2025 Roadmap
title: '[ROADMAP] '
labels: ['roadmap', 'enhancement']
assignees: ''
---

## Initiative Overview

**Initiative Name**: (e.g., Plugin Architecture, Persona-Specific Insights)
**Priority**: (P0, P1, P2)
**Quarter**: (Q1 2025, Q2 2025, etc.)
**Estimated Effort**: (e.g., 3 weeks, 6 weeks)
**Status**: (🟡 Planning, 🔵 In Progress, 🟢 Complete, 🔴 Blocked)

**Reference**: See [ROADMAP_2025.md](https://github.com/openfinops/openfinops/blob/main/ROADMAP_2025.md#initiative-X)

## Description

Brief description of the initiative and its goals.

## Success Criteria

- [ ] Criterion 1
- [ ] Criterion 2
- [ ] Criterion 3

## Deliverables

### Phase 1: [Phase Name] (Week 1-2)
- [ ] Deliverable 1
- [ ] Deliverable 2
- [ ] Deliverable 3

### Phase 2: [Phase Name] (Week 3-4)
- [ ] Deliverable 1
- [ ] Deliverable 2

### Phase 3: [Phase Name] (Week 5-6)
- [ ] Deliverable 1
- [ ] Deliverable 2

## Technical Design

(Link to design doc or brief overview)

## Dependencies

- Depends on: (List of other initiatives or issues)
- Blocked by: (List of blockers)

## Testing Strategy

- [ ] Unit tests
- [ ] Integration tests
- [ ] Documentation
- [ ] Examples

## Documentation Requirements

- [ ] API documentation
- [ ] User guide
- [ ] Examples
- [ ] CHANGELOG.md update

## Success Metrics

- Metric 1: Target value
- Metric 2: Target value
- Metric 3: Target value

## Progress Updates

### Week of [Date]
**Completed**:
- ✅ Item 1
- ✅ Item 2

**In Progress**:
- 🚧 Item 3 (60% complete)

**Blockers**:
- ⚠️ Issue description

**Next Week**:
- [ ] Planned item 1
- [ ] Planned item 2

---

### Notes

(Additional context, decisions, or discussions)
