Chief of Staff Roadmap

Hit the ground running in your new role.

Being a Chief of Staff means juggling 1,000 things at once, from firefighting urgent requests to driving strategic projects forward.

This Notion Roadmap Template is designed to give you instant clarity, structure, and credibility with your Exec from Day 1.

Instead of scrambling to track priorities in your head or covering your screen in colorful post-its, you’ll have one central, organized system that keeps you on top of every task, conversation, and project, and shows your Exec just how much you’re managing behind the scenes.

Why you’ll love it:

• Prioritize with confidence: Know exactly what needs your focus today vs. later
• Align with your Exec: Share your roadmap during 1:1s to clarify priorities
• Show your value: Give your Exec visibility into everything you’re juggling
• Delegate smarter: Tag tasks to hand off to EAs, Ops, or other team members
• Stay organized: Toggle between active projects, delegated tasks, and completed work
• Feel in control: No more second-guessing what’s most important

What’s inside the template:

• Roadmap table: Log projects, categorize by work type, add solutions, & rank by priority
• Priority views: See “currently on plate,” all projects, or delegated/completed tasks 
• Built-in tags & sorting: Track urgency levels from “fire drill” to “backlog”
• 1:1 ready layout: Share with your Exec in meetings to drive better alignment

Perfect for you if:

• You’re a new Chief of Staff starting out and want to set the right foundation
• You’re already in-role but feeling overwhelmed by competing priorities
• You want a system that helps your Exec feel like a superhuman (while giving you credit for keeping everything running)

Download and duplicate into your Notion workspace today and start your role with confidence, clarity, and control.