How to run effective product roadmap walkthroughs with Loom

Start making your product roadmap walkthroughs with Loom

Getting everyone aligned on your product roadmap shouldn’t require booking yet another meeting that half your team can’t attend. An async-first approach with Loom means stakeholders can watch your walkthrough when it works for them, leave feedback directly on specific moments, and move forward without waiting for everyone’s calendars to line up. Live sessions become optional, reserved only for unresolved decisions that genuinely need real-time discussion.

This guide walks through how to create engaging roadmap reviews that accelerate alignment instead of slowing it down.

Step 1: Get your product roadmap review ready

Before you hit “record”, decide what you’re going to show. Some teams prefer presenting directly from their product roadmap tool, while others create a slide deck. Choose the format that best communicates your priorities and timelines.

Open Loom and select Screen + Webcam Recording. This combination gives your team both visual clarity on the roadmap details and the executive presence that comes from seeing you explain the reasoning behind decisions. Add a brief agenda slide at the start, something like “Today’s review: Q2 priorities, timeline changes, and dependencies”, so viewers know exactly what they’re about to watch.

Step 2: Record a clear and concise walkthrough in Loom

Once you hit “Start recording” begin by framing the roadmap around the strategic priorities. Then, walk through your product roadmap systematically, explaining the goals behind each initiative, the timelines you’re working with, and how you made prioritization decisions.

As you go, use Loom’s Editing Suite and Visual Enhancements to draw attention to what matters most. Add arrows to point out critical updates, overlays to highlight changes from the last review, or zoom in on specific features that need detailed explanation. These visual cues help viewers follow your thinking and catch important shifts.

A well-recorded async session lets you be more thoughtful about how you present information, and it gives your team the ability to pause, rewind, and really absorb what you’re saying. They can focus on understanding your roadmap, then respond when they’ve had time to process it.

Step 3: Use Loom AI to edit your video and capture the next steps

Once you’ve finished recording, Loom AI can handle the cleanup and documentation that usually happens after a meeting. Enable AI-generated summaries, action items, and decision logs so there’s immediate clarity on what was covered and what needs to happen next. From there, you can link those next steps directly to Jira issues so delivery work stays tied to the decisions made in the walkthrough.

The Auto-Transcription and Summaries feature in Loom creates a searchable context that makes your video useful long after the initial review. Someone joining your team in three months can search for “Q2 prioritization” and find exactly the moment you explained why you chose to build feature X before feature Y. Filler words and silence removal tighten up your video without requiring you to be perfect on the first take.

Step 4: Share your product roadmap review with key stakeholders

Send the Loom link via DM or email, and use Loom AI to generate a clear message that explains what stakeholders should focus on. Better yet, embed the video directly into Jira, Confluence, or other product management tools. Seamless integration with product workflows means you can embed Loom videos directly into Confluence, Jira, or project docs, keeping roadmap context where your team works.

Smart Sharing and Permissions give you control over who sees what. Leadership might need access to strategic rationale, engineering needs technical specifics, and GTM teams need launch timelines. Set permissions accordingly, and use Loom’s built-in messaging prompts to communicate review deadlines or specific feedback requests.

Step 5: Collect async feedback to align on decisions

Here’s where the async-first approach really pays off. Instead of scheduling a follow-up meeting to discuss the roadmap, encourage your team to respond asynchronously. Commenting and Reactions in Loom let people leave input directly on the moments that matter to them. An engineer might comment at the two-minute mark with concerns about a technical dependency, while a designer drops a reaction at four minutes to flag a UX consideration.

This approach accelerates team alignment and reduces decision bottlenecks because people can contribute their expertise exactly when it’s relevant, without waiting for a meeting slot or interrupting the broader discussion. Loom turns roadmap reviews into engaging, on-demand videos, ensuring every stakeholder, regardless of location or schedule, gets the full context and can contribute feedback asynchronously.

If there are unresolved issues after async feedback, schedule a focused live review, but only if needed. When you do need to lead a meeting live, use Loom AI for Meetings during the session to generate meeting notes, action items, and decision logs instantly. Then, send a recap on Loom afterward so anyone who couldn’t attend still has visibility into what was decided. The live meeting becomes more productive because everyone’s already seen the roadmap and left their initial input; you’re only convening to resolve specific points of contention.

Step 6: Build an evergreen roadmap review library

Every product roadmap example you create in Loom becomes a reference resource. Use Reusable Video Libraries alongside your software documentation tools to organize past roadmap reviews by quarter, initiative, or team. When someone asks, “Why did we decide to build this feature first?”, the answer exists in a video they can pull up in seconds.

This library is essential for onboarding new team members, preparing GTM teams for launches, or pulling together executive updates. Loom’s video libraries and searchable transcripts turn every roadmap review into a reusable resource for onboarding, training, and future planning. You’re building a living knowledge asset that connects distributed teams and preserves institutional memory. For example, marketing can review the roadmap walkthrough from three months ago and make a video presentation about what’s coming next.

Why use Loom for product roadmap reviews

Loom accelerates alignment by delivering full roadmap context in an engaging, on-demand format. Instead of requiring people to sit through a live presentation, they can watch at their own pace and focus on what matters to them.

Teams report fewer meetings, faster decisions, and improved cross-functional visibility when they switch to async-first roadmap reviews. Using Loom also helps you succeed at product management by creating clearer communication loops and reducing the coordination overhead that slows down product development.

Best practices for Loom roadmap reviews

Getting the most out of Loom means following a few practical guidelines that make your videos more useful for everyone involved.

• Keep each review under 10 minutes with clear sections: Respect your team’s time by being concise and organizing your walkthrough into logical chunks they can navigate easily. If your roadmap covers multiple quarters or products, consider breaking it into separate, focused videos rather than one lengthy recording.
• Use captions and summaries for accessibility and quick scanning: AI video transcription and captions make your roadmap reviews accessible and searchable. Team members can quickly skim the transcript to find relevant sections without watching the entire video.
• Set asynchronous participation deadlines to maintain momentum: Give people a clear timeframe for leaving feedback, like “Please review and comment by the end of the week.” Without deadlines, async feedback can drag on and delay decisions.
• Show progress visually using overlays, zoom, and screen highlights: Use Loom’s visual tools to make your walkthrough engaging and easy to follow. Highlighting what changed since the last review helps stakeholders quickly identify updates that affect their work.
• Front-load the most critical information: Start with high-priority items and strategic shifts so stakeholders can get the essential context even if they don’t watch the entire video. This approach ensures key decisions get visibility across your organization.
• Include context on trade-offs and alternatives: When explaining prioritization decisions, briefly mention what didn’t make the cut and why. This transparency helps teams understand the strategic thinking behind the roadmap and reduces questions later.

Remember that you’re trying to run an effective meeting in async format. That means being as clear and thorough in your recording as you would be in person.