Welcome to the ROAMER Model.

The ROAMER Model is a practical framework for managing complex work with clarity and focus. It helps you break work into structured phases so you can organize, execute, and deliver projects more effectively.

More than a process model, the ROAMER Model is a tool for orchestrating stakeholder alignment, building shared language, and driving collaboration across teams, functions, and organizations. Use the ROAMER Model to improve alignment, identify critical questions, and guide teams through ambiguity; whether you’re planning, building, or delivering work.

Who is it for?

  • Practitioners, project leads, team, and group leaders — anyone who needs to align diverse stakeholders or foster
    cross-functional collaboration
  • Teams seeking a reliable, repeatable process
  • Anyone new to the ROAMER Model who needs structure for organizing, executing, and reviewing work

Where does it apply?

  • Most useful for initiatives, projects, releases, and features—work that benefits from clarity, alignment, and structured review
  • Especially powerful in cross-functional and multi-stakeholder environments where mutual understanding and transparency are critical
  • Not intended for granular, routine tasks where overhead outweighs benefit

Phases of the ROAMER Model

Work is organized into three stages, each with its own targeted phases:

Before (Set the foundation):

  • Origin: Identify where the work comes from and map the full stakeholder ecosystem
  • Outcome: Define shared goals and what success looks like for all key groups
  • Persona: Understand who benefits and their needs, creating a common language for the work

During (Execute and improve the work):

  • Retrieve: Gather existing insights and data—check in across functions and groups
  • Observe: Collect new data or feedback, inviting diverse perspectives through observation
  • Analyze: Make sense of insights collaboratively and define the real problem together
  • Make: Build or implement the solution with all voices accounted for
  • Evaluate: Test the solution and measure results with stakeholders in mind

After (Transition and support):

  • Review: Reflect together on results and process. Capture lessons learned and opportunities for better alignment.
  • Handoff: Deliver the finished work with clear documentation and context, supporting a seamless transition to the next owner or
    delivery team.

Model Principles & Philosophy

Alignment and shared language: Prioritize clarity, mutual understanding, and engagement among all stakeholders from the very start

Boundary-spanning: Invite participation and transparency across teams, functions, and organizational lines

Clarity over complexity: Break work into clear, manageable phases

Actionable guidance: Practical questions and prompts at each step

Evidence-driven: Base decisions on data, observation, and analysis—not assumptions

Continuous improvement: Built-in reflection and handoff drive better results each time

No fluff: Eliminate unnecessary process—focus on results, not ceremony

The ROAMER Model exists to help you orchestrate stakeholder alignment, foster shared understanding, and deliver measurable, collaborative success in any complex work.

How to Use This Documentation Site

Use the top navigation to explore each phase, reference question prompts, or access guidance on when and how to apply the ROAMER Model for your project.