Jibility is the app for building your Business and Technology Strategic Roadmaps. We have encapsulated years of consulting experience into a simple platform to help you create your own strategic roadmap in just a few simple to follow steps.
In this article, we will describe the basic components of Jibility and how to start.
Starting and opening a Strategic Roadmap
Note the following describes how to work with Local Drive files. For Jibility Cloud users, please refer to Managing your roadmaps when using Jibility Cloud.
When you log on to Jibility, you have the option to either create a new strategic roadmap from scratch, open an existing roadmap that you are already working on, or open one of the sample strategic roadmaps that we have provided.
To start a new strategic roadmap, from a Jibility template, you can choose to create an Information Technology Strategic Roadmap or a general Business Strategic Roadmap by clicking on the respective Create button (see above). Each type of strategic roadmap will come with its own pre-defined library of reusable building blocks.
If you have already created a Jibility strategic roadmap, then you can open your existing strategic roadmap file by clicking on the Open button and selecting your file (if using Local Drive) or Jibility will just open your roadmap when using Jibility Cloud.
If you are new to Jibility, a good way to start is to open one of the Jibility sample strategic roadmaps from InsureNorth or RedYabber. This way, you can get an overview of Jibility and what you can do within the app.
NOTE, if using Jibility Cloud, you cannot save changes to a Jibility Sample roadmap. You must make a copy of a Jibility Sample first and then apply your changes to the copy. If using Local Drive then you can download a copy of a Jibility Sample roadmap to a file after making changes.
Using Jibility is as easy as following the six Jibility Steps. When you launch Jibility and have chosen to open an existing roadmap or create a new strategic roadmap, you will land on the following page:
The Jibility Steps menu items are on the right side of the screen. These menu items will navigate to the Challenges, Objectives, Capabilities, Actions, Initiative and Roadmap steps. To understand more about the Jibility Step please refer to Jibility Steps - Why? What? and How?
When you create a new strategic roadmap, you are prompted for a document name, description and time horizon. These are your document or canvas properties.
To edit your Canvas properties, such as to change the name of your strategic roadmap, click on the Edit Canvas button in the top right corner (as shown below) to open the Canvas properties popup.
An example of the Canvas properties popup is shown below.
Note, the name given for your canvas or document is also the filename when you select save.
Features common to each step
In each Jibility Step, there are some common features which are illustrated below.
- The workspace area in the middle is the canvas area for the Jibility Step, where you fill in the details for that step.
- To complete a step, drag and drop a new or pre-defined library item from the search result panel (on the left) onto the canvas area.
- When you select an item on the canvas, then the properties for this item is shown in the properties panel on the right, where you can edit the selected item.
- To remove an item from your canvas, select the item you wish to delete and click the delete icon (note that no warning is provided).
Here's an example of how you can drag/drop onto the canvas work area and also select and delete your object.
Saving your strategic roadmap
You can choose to save your roadmaps to the Jibility Cloud or Local Drive.
Note, saving to Jibility cloud is a new feature as of the August 2020.
Then you choose to save to Jibility Cloud, all your changes are saved automatically. If you choose to save to a local drive then your roadmap is saved as file. Saving to file is not automatic. ie. Jibility does not automatically save your content if you choose local drive. You MUST click the save button to download your work to your selected download folder. Your default download folder is configured in your browser. You can read more about saving to file here.
You can select how your roadmap is saved by selecting the drop down in the top right corner next to the account icon, as shown below.
At the moment Jibility is designed to work on Google's Chrome Desktop browser. We plan to support other browsers in the future.
How to get started?
The easiest way to get started with Jibility is to open and walk through one of our sample strategic roadmaps. We have made the following samples available:
- IT Strategy Roadmap for a fictitious company called RedYabber;
- Digital Transformation Strategy Roadmap for RedYabber; and
- Business Strategy Roadmap for a fictitious company called InsureNorth.
For a step by step description of how Jenny (the RedYabber IT Manager) created her IT Strategy Roadmap have a look here RedYabber IT Strategy Roadmap.
Tips: Open one of the sample strategic roadmaps, change the title in the canvas properties and click the download button to save as your own. This is a good way to start your own strategic roadmap or just test making changes and learn.