Roadmapping Roadmapping: Strategic planning for roadmapping systems

Robert PHAAL, Clemens CHASKEL, Ricardo GONZALEZ Nakazawa, Jonathan ROSS

PDF(1980 KB)
PDF(1980 KB)
Front. Eng ›› 2024, Vol. 11 ›› Issue (3) : 516-527. DOI: 10.1007/s42524-024-4072-0
Technology and Innovation Management
RESEARCH ARTICLE

Roadmapping Roadmapping: Strategic planning for roadmapping systems

Author information +
History +

Abstract

Roadmapping is a well-established technique in the context of innovation and strategy, with the potential to support organizations address the complex transformative challenges facing humanity in the 21st century. This is enabled by its systems-based architecture and visual form of roadmaps, supporting communication and reduction of information asymmetries in complex sociotechnical systems. This paper focuses on an adaptation of the roadmapping method to support strategic planning for roadmapping systems in organizations, addressing implementation challenges. This represents a novel application of roadmapping to business processes and systems, demonstrating the flexibility of the roadmapping approach. A workshop template (‘R2’) and process for supporting the roadmapping of roadmapping systems is presented, developed and refined through a series of six industrial cases, and illustrated with an application example in the additive manufacturing sector.

Graphical abstract

Keywords

roadmapping / strategic planning / innovation management

Cite this article

Download citation ▾
Robert PHAAL, Clemens CHASKEL, Ricardo GONZALEZ Nakazawa, Jonathan ROSS. Roadmapping Roadmapping: Strategic planning for roadmapping systems. Front. Eng, 2024, 11(3): 516‒527 https://doi.org/10.1007/s42524-024-4072-0

References

[1]
Araújo G R, Kato H T, Del Corso J M, (2022). Dynamic capabilities, strategic planning and performance: a virtuous and mutually reinforcing cycle. Journal of Management & Organization, 28( 5): 1116–1132
CrossRef Google scholar
[2]
BennisWNanus B (1985). Leaders: the strategies t for taking charge. New York: Harper & Row
[3]
Chakraborty C, Nijssen E J, Valkenburg R, (2022). A systematic review of industry-level applications of technology roadmapping: Evaluation and design propositions for roadmapping practitioners. Technological Forecasting and Social Change, 179: 121141
CrossRef Google scholar
[4]
Cosner R R, Hynds E J, Fusfeld A R, Loweth C V, Scouten C, Albright R, (2007). Integrating roadmapping into technical planning. Research Technology Management, 50( 6): 31–48
CrossRef Google scholar
[5]
de LaatBMcKibbin S (2003). The effectiveness of technology road mapping - building a strategic vision. Technopolis. Dutch Ministry of Economic Affairs
[6]
Ding B, Ferràs Hernández X F, (2023). Case study as a methodological foundation for technology roadmapping: Literature review and future research agenda. Journal of Engineering and Technology Management, 67: 101731
CrossRef Google scholar
[7]
Ellström D, Holtström J, Berg E, Josefsson C, (2022). Dynamic capabilities for digital transformation. Journal of Strategy and Management, 15( 2): 272–286
CrossRef Google scholar
[8]
Geels F W, Schot J, (2007). Typology of sociotechnical transition pathways. Research Policy, 36( 3): 399–417
CrossRef Google scholar
[9]
Gerdsri N, Vatananan R S, Dansamasatid S, (2009). Dealing with the dynamics of technology roadmapping implementation: A case study. Technological Forecasting and Social Change, 76( 1): 50–60
CrossRef Google scholar
[10]
Groenveld P, (1997). Roadmapping integrates business and technology. Research Technology Management, 40( 5): 48–55
CrossRef Google scholar
[11]
Hirose Y, Phaal R, Farrukh C J, Gerdsri N, Lee S, (2020). Characterizing maturity levels for organizational-wide roadmapping implementation. IEEE Engineering Management Review, 48( 4): 133–143
CrossRef Google scholar
[12]
Kerr C, (2023). The systems approach of strategic roadmapping: Framing challenges and contributions whilst flexing to changing conditions and circumstances. Systems Research and Behavioral Science, 40( 4): 701–712
CrossRef Google scholar
[13]
Kerr C, Phaal R, (2015). Visualizing roadmaps: A design-driven approach. Research Technology Management, 58( 4): 45–54
CrossRef Google scholar
[14]
Kerr C, Phaal R, (2020). Technology roadmapping: Industrial roots, forgotten history and unknown origins. Technological Forecasting and Social Change, 155: 119967
CrossRef Google scholar
[15]
Kerr C, Phaal R, (2022). Roadmapping and roadmaps: Definition and underpinning concepts. IEEE Transactions on Engineering Management, 69( 1): 6–16
CrossRef Google scholar
[16]
KerrC I VPhaal RProbertD R (2013a). Roadmapping as a responsive mode to government policy: A goal-oriented approach to realising a vision. Technology roadmapping for strategy and innovation: charting the route to success, Ed. Moehrle MG, Isenmann R, Phaal R. Berlin: Springer-Verlag: 67–87
[17]
Kerr C I V, Phaal R, Probert D R, (2013b). Key principles for developing industrially relevant strategic management toolkits. Technological Forecasting and Social Change, 80( 6): 1050–1070
CrossRef Google scholar
[18]
KiplingSociety (2024). The Elephant’s Child. Available at the website of kiplingsociety.co.uk
[19]
Kostoff R N, Schaller R R, (2001). Science and technology roadmaps. IEEE Transactions on Engineering Management, 48( 2): 132–143
CrossRef Google scholar
[20]
Lee S, Park Y, (2005). Customization of technology roadmaps according to roadmapping purposes: overall process and detailed modules. Technological Forecasting and Social Change, 72( 5): 567–583
CrossRef Google scholar
[21]
NASA (2018). The Global Exploration Roadmap. US National Aeronautics and Space Administration. NP-2018-01-2502-HQ
[22]
Oliveira M G, Phaal R, Mendes G H S, Serrano K M, Favoretto C, (2023). Dawn of digital roadmapping. Research Technology Management, 66( 1): 41–52
CrossRef Google scholar
[23]
PenroseE T (2009). The Theory of the Growth of the Firm. Oxford University Press
[24]
PhaalR (2024a). Roadmapping roadmapping (R2) template. Available at the website of cambridgeroadmapping.net
[25]
Phaal R, (2024b). What they should tell you about roadmapping at business school. IEEE Engineering Management Review, 52( 3): 10–16
CrossRef Google scholar
[26]
Phaal R, Farrukh C J P, Mitchell R, Probert D R, (2003). Starting-up technology roadmapping fast. Research Technology Management, 46( 2): 52–59
CrossRef Google scholar
[27]
Phaal R, Farrukh C J P, Probert D R, (2004). Customizing roadmapping. Research Technology Management, 47( 2): 26–37
CrossRef Google scholar
[28]
Phaal R, Farrukh C J P, Probert D R, (2007). Strategic roadmapping: A workshop-based approach for identifying and exploring innovation issues and opportunities. Engineering Management Journal, 19( 1): 3–12
CrossRef Google scholar
[29]
PhaalRKerr CIlevbareIFarrukhCRoutleyM AthanassopoulouN (2018). On ‘self-facilitating’ templates for technology and innovation strategy workshops. Technology Roadmapping. Vol 2, Ed. Daim &, Oliver T, Phaal R. World Scientific: 355–382
[30]
Phaal R, Muller G, (2009). An architectural framework for roadmapping: Towards visual strategy. Technological Forecasting and Social Change, 76( 1): 39–49
CrossRef Google scholar
[31]
Platts K W, (1993). A process approach to researching manufacturing strategy. International Journal of Operations & Production Management, 13( 8): 4–17
CrossRef Google scholar
[32]
ReevesMHaanæs KSinhaJ (2015). Your strategy needs a strategy – how to choose and execute the right approach. Boston: Harvard Business Review Press
[33]
Teece D J, Pisano G, Shuen A, (1997). Dynamic capabilities and strategic management. Strategic Management Journal, 18( 7): 509–533
CrossRef Google scholar
[34]
Vinayavekhin S, Phaal R, (2019). Synchronization in strategic planning: A roadmapping framework. International Journal of Innovation & Technology Management, 16( 6): 1–21
CrossRef Google scholar
[35]
Vinayavekhin S, Phaal R, Thanamaitreejit T, Asatani K, (2023). Emerging trends in roadmapping research: A bibliometric literature review. Technology Analysis and Strategic Management, 35( 5): 558–572
CrossRef Google scholar
[36]
Vogel R, Güttel W H, (2013). The dynamic capability view in strategic management: A bibliographic review. International Journal of Management Reviews, 15( 4): 426–446
CrossRef Google scholar
[37]
Willyard C H, McClees C W, (1987). Motorola’s technology roadmapping process. Research Management, 30( 5): 13–19
CrossRef Google scholar

Acknowledgements

The authors are grateful to collaborating organizations for enabling the development and testing of the approach described in this paper, academic colleagues (Clare Farrukh, Dr Michèle Routley, Dr Clive Kerr, Dr Imoh Ilevbare, Dr Nicky Athanassopoulou), and the University of Cambridge STIM industry-academic consortium program for feedback and providing access for template testing.

Declaration of competing interests

The Star Rapid case study reported in Section 4 was initially supported by IfM Engage, a not-for-profit knowledge transfer company, embedded within the Institute for Manufacturing (IfM) and wholly owned by the University of Cambridge, with the remit of applying, disseminating and transfer research outputs from IfM. The authors Clemens Chaskel, Ricardo Gonzalez Nakazawa, and Jonathan Ross are Industrial Associates of IfM Engage, and Robert Phaal is a non-paid Director of IfM Engage and a member of the Frontiers of Engineering Management journal editorial board. Jonathan Ross had a leadership role within Star Rapid during the duration of the longitudinal case study. No funding was received for the research described in this paper, nor to assist with the preparation of this manuscript. The initial application of the R2 approach within Star Rapid was funded as part of a consulting project delivered by IfM Engage.

Open Access

This article is licensed under a Creative Commons Attribution 4.0 International License, which permits use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons licence, and indicate if changes were made.
The images or other third party material in this article are included in the article’s Creative Commons licence, unless indicated otherwise in a credit line to the material. If material is not included in the article’s Creative Commons licence and your intended use is not permitted by statutory regulation or exceeds the permitted use, you will need to obtain permission directly from the copyright holder. To view a copy of this licence, visit http://creativecommons.org/licenses/by/4.0/.

RIGHTS & PERMISSIONS

2024 The Author(s). This article is published with open access at link.springer.com and journal.hep.com.cn
AI Summary AI Mindmap
PDF(1980 KB)

Accesses

Citations

Detail

Sections
Recommended

/