ROAMER Model Overview - ROAMER Model

Model Structure & Orientation

Diagram of the ROAMER Model showing eight circular phases—Review, Retrieve, Observe, Analyze, Make, Evaluate, and Persona at the center—with Origin and Outcome at the top and Handoff at the bottom. Each phase is labeled within a blue or green circle, visually connected in a wheel around Persona, representing the model’s structured approach to orchestrating work. Simple icons surround the outer phases to reinforce each phase’s intent.

The ROAMER Model is structured to support clarity, repeatability, and consistent application across different types of work. It is designed to foster alignment and enable effective collaboration—especially across teams, functions, and stakeholder groups with diverse interests.

Structure

Three stages: Before, During, After
Ten phases: Sequential, but adaptable—supporting alignment and shared understanding at every step. Use as much or as little of the model as fits your work’s complexity.

Orientation to Use

Entry Point: Begin with the “Before” phases to establish purpose, scope, and to map the full stakeholder ecosystem. The ROAMER Model encourages early alignment and transparency so everyone shares a common foundation.
Progression: Move through the “During” phases as you execute and build. Each phase intentionally prompts engagement, evidence-gathering, and shared sense-making, so that every group remains included and informed as the work develops.
Transition: Conclude with the “After” phases to capture lessons learned, reinforce cross-group learning, and hand off deliverables with clarity and context—setting up the next owner or delivery team for success.
Adaptability: The ROAMER Model flexes to fit various altitudes and environments—use all phases for complex, cross-functional
initiatives, or focus on core phases for smaller or more urgent efforts. Always prioritize phases that support stakeholder engagement and mutual understanding.

Quick Reference Table

Stage	Phase	Core Purpose
Before	Origin	Define starting point and stakeholder ecosystem
	Outcome	Set shared goals and measures of success
	Persona	Clarify users/beneficiaries, and build common understanding
During	Retrieve	Gather all relevant existing knowledge, inviting cross-group input
	Observe	Collect new data/insights with transparency and inclusivity
	Analyze	Synthesize information and define the real problem collaboratively
	Make	Build/implement solutions with input from all relevant voices
	Evaluate	Test, measure, and validate outcomes—share findings openly
After	Review	Reflect together—capture lessons and drive collective improvement
	Handoff	Deliver and document with clarity for next owner/team

When to Use Each Part of the Model

Use the full ROAMER Model for major initiatives, projects, releases, or features—especially where alignment and cross-functional coordination are critical.
For smaller work where insights and personas are already available and when speed is critical, focus on the core phases: Origin, Outcome, Make, Evaluate, and Handoff.
The ROAMER Model is not intended for trivial or highly repetitive tasks—use only what adds value, but always prioritize the phases that enable clarity, shared understanding, and stakeholder engagement.

Refer to the navigation for a detailed explanation and guidance on each phase.