Teaching Educational Research Methods: Making it Real & Relevant for Students
Building a Roadmap for SAGE Journals Product Goals and Objectives
1. Building a Roadmap
for SAGE Journals
Lettie Conrad
Manager, Online Product Management
Los Angeles | London | New Delhi
Singapore | Washington DC
2. What a journals platform roadmap means
● What is it?
● How does it work?
● Does it connect?
● How is it measured?
Los Angeles | London | New Delhi
Singapore | Washington DC
3. SAGE Journals Roadmap (updated: 10-3-2012)
2012 2013
SAGE Journals roadmap goals
Annual Objectives /
Product Goals Q3 Q4 Q1 Q2 Q3
Q1 release notes Date Requested
July Aug Sept Oct Nov Dec Jan Feb March April May June July August Sept
Rescheduled: 2013 - Ph.3 May-12 Investigation REG: Phase 2.5 - Data SAGE-managed registration project (Phase 3)
Rescheduled: 2013; deprioritized Jun-11 Investigation SJ-wide HTTP SSO support
High priority Jan-12 Analytics Workbench R1
Data - Analytics -
Reporting u Newly Added Counter 4 Compliance Updates
Rescheduled: 2 month delay Jun-12 Development: A2R Release
Rescheduled: Q4 2012/Q1 2013;
Nov-10 Investigation Author Services: ADC & Author ePrints Release
high priority
Dev: Alerts Functionality Alerts Registration Dev: Overhaul SJ Alerts
Rescheduled: 2013 Apr-11 Investigation Release Release
● Communication
(Phase 2) (Phase 3) Management Page
Release: OF Topic
Rescheduled; 1 month delay Jun-11
Headings
Deprioritized May-12 Podcasts as non-Supp Development: Podcasts as non- Release
Deprioritized Dec-11 Patient Access with CCC Development Release
Rescheduled: Q4/Q1 2013; high 'article available' Development: Article
● Strategy
Release
User Engagement /
Usability u priority
Rescheduled: Hard timeline
Sep-10
Apr-11
Enhancement to My Release - Post-
improvements available improvements
Marked Citations release monitoring
Rescheduled for 2013 Jul-10 Investigation: Retro Titles
Newly Added Jul-11 Enhancements to Editor's Choice Collections
Changed dev to investigation May-12 Investigation: Title Search Development Release
● Planning
Rescheduled: 2013 Jul-11 Opportunities for post-publication versioning (CVoR)
"Did you
Rescheduled: 2013 Apr-11
mean?"
Newly Added Jan-11 October Free Overhaul login and challenge pages
Monetization u Rescheduled: Q4 2012
Rescheduled: 2013
Jan-12
Aug-10
Cover-to-cover Trials Development Release
Development: SJ Token PPV
Added Cont Pub & Drupal Jul-12 Release: SGO Cont Pub Investigate: Drupal
Rescheduled Sub-disciplines
Open Access u Rescheduled
Rescheduled
Apr-12
Apr-12
SAGE Open - Medical Case Reports
SAGE Open - Engineering
Release
Release
Rescheduled Apr-12 SAGE Open - Medicine Release
Newly Added Jan-12 Related Journals
Competitiveness u Newly Added
Rescheduled: Q1 2013; high
Jun-12
Jul-12
TEMIS - R1 (Standard release) Release TEMIS - Investigate SK & SJ
Investigation Related Articles Release
priority
Rescheduled: 2013 May-12 SJ Portal page mobile-optimized
Newly Added Ability to toggle from mobile to full
Mobile u Newly Added
Newly Added
Aug-12
Jan-12
Mobile Site Access Control
Tagging Ads with CheckM8
Newly Added Aug-12 Investigation Mobile Vouchers Release
Newly Added Aug-12 Multi-journal and cross-platform apps
Rescheduled: 1 month; high IF and Journal Ranking
Jan-12 Development Release
priority auto-feed
Rescheduled for 2013 Apr-11 Data/Functional APIs for Product Integration
Discovery - Usage u Newly Added
Newly Added
Jan-12 SRM Interlinking
SAGE Knowledge Interlinking
Rescheduled: 2 months Jan-12 Google Scholar Primer Development
Newly Added Jan-12 Research Methods Tagging on SJ
Rescheduled: 2013 First Page Preview
Legend Release notes - changed from last roadmap Standard priority Standard priority Standard Release
High priority High priority High Priority
research or development projects Release
Los Angeles | London | New Delhi
Singapore | Washington DC
Editor's Notes
What the SJ roadmap means to SAGE – overview What is it? – scope / purpose of roadmap How does it work? – governance structure, calendar, process, owners Does it connect? – aligning with other strategic entities, like the HW roadmap How is it measured? – ROI before / after Is it hard? – challenges and lessons learned
The SJ roadmap is a multi-purpose tool Communication – SAGE is made up of more than 1,000 employees across 4 editorial offices and dozens of sales locations worldwide, so we need a localized tool that anyone can reference for product development information Strategy – to ensure development aligns with business objectives, contingencies, etc. Planning – timing around budgets, resources, and other date drivers and the end result is a colorful spreadsheet of development goals with loads of details about the relative priority, target release date, and objectives of each project
The governance structure is primarily made up of… the product manager – who is 100% dedicated to the performance of the journals platform, leading internal business strategy on the value proposition, development plans, voice of the user, etc. the executive sponsor – who is ultimately responsible for the product’s P&L and overall success Journals steering body – made up of senior management from key divisions across SAGE, who together shape the vision for the platform Publishing Technologies – operational division dedicated to maintenance and support for our platforms, including vendor relations, pricing, contracts, etc. This governance plan is ultimately led by the product manager – cue photo – the man that makes all of this happen is Charles Choe!
Every quarter, Charles leads SAGE teams through a roadmap analysis and update process, which can be broken down into 3 key steps: Design – this is the investigation and exploration phase, where Charles synthesizes new ideas and key drivers for SJ: competitor intelligence, performance metrics, market research, ROI of past releases, etc. These concepts are then prioritized, internal impact is assessed, and cost estimates are received from Bert. Plan / Communicate – a draft roadmap is prepared and reviewed in detailed with key divisions, esp. Marketing, Sales & Editorial. At this stage, the proposed roadmap and associated budget is reviewed with the Exec. Sponsor and presented to the Steering Committee. Public communication plans are also typically developed at this point. Implement – releases are then coordinated with HW and PubTech, with Charles keeping a constant eye on internal impact, budget, contingencies, and market activities. ROI assessments are planned and carried out, then reported back to senior management as appropriate. In other words…Lather, Rinse, Repeat!
ROI of roadmap projects measure a variety of factors, some qual and some quan competitor analysis – where Charles ranks if SAGE is strong, on par, or weak against other publisher platform usage stats – cost / use, referral traffic, user pathway analysis, feature usage, etc. sales – retention, renewals, new sales, measure against sales targets brand / reputation – evaluation of how we’re doing by library advisory board, society partners, editors, readers, etc.