More Templates

More (mostly) roadmapping workshop templates can be accessed here:

1) Roadmapping roadmapping template, to support review, planning and strategy for roadmapping initiatives.

2) Business model transformation (R2), illustrating two ways of integrating the business model canvas into roadmapping templates.

3) Strategic technology and innovation management toolkit, comprising four templates for general business application.

4) Sunshine chart, a roadmap template configured using polar coordinates.

5) Strategy map and balanced scorecard template, integrating Kaplan & Norton frameworks with roadmapping.

6) EFQM template, to support EFQM Excellence Framework through integration with roadmapping.

7) Value chain template to integrate Porter's value chain framework with roadmapping.

8) Emerging technology roadmap templates, for mapping technology-intensive industrial emergence.

9) Roadmapping change template, emphasising how roadmap structure supports change management.

10) Generic roadmap template, for general strategic application.

11) Agile roadmap template, for product-service strategy

12) 'Push-mepull-you' linking grid template.

A working paper on template design and application is available here

There are various approaches to tool and framework integration with roadmapping to create toolkits, including: 1) Sequential, with tools separated, performing different functions within a process, which may include feedback loops and iterations, with the roadmap often as a hub and data alignment in terms of inputs and outputs; 2) Embedded, with other tools included in the roadmap 'canvas' as process sub-steps; 3) Integrated, with elements of other tools incorporated into the roadmap structure and process, or vice-versa, to a greater or lesser extent.

Whilst off-the-shelf 'vanilla' templates such as those provided here can be useful, specific contexts vary considerably and templates should be applied with caution and in a non-prescriptive manner until utility is demonstrated - caveat emptor. Consider these templates a starting point (which may be sufficient), with the template (tool) structure along with the content (strategy) refined through iterative 'rapid prototyping' applications, as necessary. The process of template design is helpful in itself, to clarify language, structure and process when designing a workshop, and template creation need not take long if the context, purpose and process are clear.

Process guidance on template use is not currently provided here, apart from the 'self-facilitating' templates that incorporate process prompts. Templates can be used in various ways, and there are many design options and aspects to consider for specific applications and contexts.

The templates available here are experimental in nature, and are subject to change. Forms for assessing template utility are provided, with the working paper providing a reference point. Feedback on templates and their use is welcome for research purposes, and to improve the resources provided here - please contact me if you have any queries. All data received will be treated in strict confidence, and anonymised for any subsequent publication.

Templates may be used freely without alteration for non-commercial purposes (i.e. not for paid consulting). Internal application by firms within their own organisation is not considered to be commercial in nature (i.e. not associated with paid consulting); if in doubt, or to discuss commercial applications or licensing, please email Rob Phaal.

For even more templates and perspectives on strategic technology and innovation management tools and toolkits see the new website from my colleague Dr Clive Kerr.

1) Roadmapping roadmapping (R2) template

Roadmapping is a very flexible technique, and can even be applied to itself. This may sound strange and recursive, but roadmapping is an ideal way to clarify strategy, plans and resources for roadmapping initiatives, or any other business process or system. A refined template for supporting this is currently being piloted - please email Rob Phaal if of interest.

R2 template test, May 2017, in the context of a corporate merger

R2 template test, May 2017, in the context of a corporate merger

Download template pdf

Feedback form

Download feedback form pdf

2) Business model transformation roadmap template

Business models are a popular topic in management, research and consulting, with Osterwalder & Pigneur's Business Model Canvas and Gassmann & Frankenberger's Business Model Navigator useful for understanding the components and building blocks of business models. However, as with most strategy tools, they are rather static in that the time dimension is not explicit, which can be readily addressed through integration with roadmapping. 

An early integration with the business model canvas was observed in 2010 (Ikerlan, Spain), where the canvas building blocks were configured as layers within a broader roadmap structure, providing context for the business model perspective - along the lines of the experimental template below, aligning transformation goals with the activities required to achieve them. With the time dimension explicit, it is possible to consider development, change, evolution, disruption, convergence and transformation of systems including business models, with the integrated roadmap used to support synthesis and planning as the final step of a strategic innovation project.

Feedback on these templates and their application is welcome, with a feedback form provided to assess utility. Please email Rob Phaal if you have any queries.

Download template pdf

In the experimental template below (based on the 'new' template here) the business model canvas is embedded as the final step of the process, to summarise the future state business model. This template is not considered to be the general case - for example, it may be appropriate to start with the canvas, to set the vision or establish the current situation, goals and way forward in more concrete terms.

Download template pdf

Feedback forms

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3) STIM toolkit templates

A sequence of four aligned templates (toolkit) is presented here, with deployment in a visual management room in mind, for supporting strategic technology and innovation management. These are experimental in nature, and a form for assessing template utility is provided - feedback on the templates and their use is welcome. Please email Rob Phaal if you have any queries.

Overview

The four templates are based on the scalable toolkit platform concept proposed by Kerr & Phaal (2015):

  1. Roadmap, incorporating typical structures for industrial and business use
  2. Linking grids, aligned in structure with the roadmap
  3. Portfolio project selection matrix
  4. KPI table, an extension of the linking grids

The data relationships between these tools is illustrated below, together with the proposed process, emphasising a lean, agile, visual human-centric approach, which can be enabled and enhanced by appropriate ICT systems.

cambridge-roadmapping_rob-phaal_roadmap-template.jpg

Templates are designed to align so that they can be set out along a wall as a toolkit, as illustrated below. Note - template sequence does not imply process sequence, which can vary considerably and may be iterative - see Kerr & Phaal (2015) for more information on tool sequencing.

cambridge-roadmapping_rob-phaal_roadmap-template.jpg

Linking grid template

Download template pdf

Roadmap template

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KPI table template

Download template pdf

Portfolio selection template

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Feedback form

Download feedback form pdf

4) Sunshine chart template

This template is similar to the roadmap in the toolkit above, set out using polar coordinates rather than cartesian. The origin of this format is not clear (quite possibly independent of roadmapping) - sometimes called a sunshine chart or transformation map. This template is experimental in nature, and a form for assessing template utility is provided - feedback on the template and its use is welcome. Please email Rob Phaal if you have any queries.

Download template pdf

Feedback form

Download feedback form pdf

5) Strategy map and balanced scorecard roadmap template

Kaplan and Norton's balanced scorecard and subsequent strategy map approaches are well-known and established. However, as with many strategy frameworks the time dimension is not explicit, which can be addressed through combining with roadmapping, aligning goals with the activities required to achieve them, as illustrated in this experimental template. A form for assessing template utility is provided - feedback on the template and its use is welcome. Please email Rob Phaal if you have any queries.

Download template pdf

Feedback form

Download feedback form pdf

6) EFQM roadmap template

The EFQM (European Foundation for Quality Management) Excellence Model is widely adopted as a primary (quality-oriented) business framework. Embedding the EFQM 'enablers' and 'results' criteria within a roadmap architecture can support strategy and continuous improvement through inclusion of time as an explicit dimension, aligning EFQM goals with the activities required to achieve them, as illustrated in this experimental template. A form for assessing template utility is provided - feedback on the template and its use is welcome. Please email Rob Phaal if you have any queries.

Download template pdf

Feedback form

Download feedback form pdf

7) Value chain roadmap template

Michael Porter's 1985 value chain framework is well established, and embedding this within a roadmap structure enables a strategic perspective, aligning value chain goals with the activities required to achieve them, as illustrated in this experimental template. Value and supply chain perspectives often form part of roadmap structures, helping organisations to understand where they sit within the broader industry structure. A form for assessing template utility is provided - feedback on the template and its use is welcome. Please email Rob Phaal if you have any queries.

Download template pdf

Feedback form

Download feedback form pdf

8) Emerging technology roadmap templates

The template below is derived from a series of retrospective maps of technology-intensive industrial emergence (Phaal et al., 2011). The principles and checklist here were subsequently incorporated into a workshop template and process (Routley et al., 2012), and further developed as the 'self-facilitating' template available here. This template is experimental in nature, and a form for assessing template utility is provided - feedback on the template and its use is welcome. Please email Rob Phaal if you have any queries.

Download template pdf

Feedback form

Download feedback form pdf

The 'emergence roadmap' template and process described above (Routley et a., 2012), was designed to complement an earlier 'value roadmap' template and process (Dissel et al., 2009), both of which can be downloaded below. These two templates are designed to be deployed in half-day modules, as a variant of the more general S-Plan 'fast-start' approach for application to early stage technology (push) strategy. Feedback on the templates and their use is welcome, with a form for both templates available below. Please email Rob Phaal if you have any queries.

Download 'emergence roadmap' template pdf

Feedback form

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9) Roadmapping change template

Strategy and the implementation of strategy is closely related to change management, the process of roadmapping, and the structure of roadmaps. Some background is available here, with the 'change formula' used to structure the template below. This template is experimental in nature, and a form for assessing template utility is provided - feedback on the template and its use is welcome. Please email Rob Phaal if you have any queries.

Download template pdf

Feedback form

Download feedback form pdf

10) Generic roadmap template

The core architectural principles of roadmapping can be expressed as a simple 3x3 canvas of phases and transitions, defined by six fundamental strategic questions. Further detail can be added as required, through use. This template is experimental in nature. A form for assessing template utility is provided - feedback on the template and its use is welcome. Please email Rob Phaal if you have any queries.

Download template pdf

Feedback form

Download feedback form pdf

11) Agile roadmap template

This template focuses on the minimum viable product, supporting strategic alignment between user need and technological capability through the definition of key deliverables.

cambridge-roadmapping_rob-phaal_agile_template.jpg

Download template pdf

Feedback form

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12) 'Push-mepull-you' linking grid template

Linking grids are very useful for mapping relationships, such as dependencies, tradeoffs and synergies. Linking grids are often used in conjunction with roadmapping, with a common core architecture ensuring the methods fit and scale well together. In this context linking grids are helpful for understanding both market pull (demand side) and technology push (supply side) perceptions, opportunities and gaps. The template can also be used for mapping cross-impact dependences between, for example, technologies - note, the push-pull logic means that such grids are not generally symmetric. This template is experimental in nature. A form for assessing template utility is provided - feedback on the template and its use is welcome. Please email Rob Phaal if you have any queries.

Download template pdf

Feedback form

Download feedback form pdf

 

If you have any queries regarding use of these templates, research, training, collaboration or other support please contact me at rob.phaal@eng.cam.ac.uk.

Rob Phaal