Roadmapping templates
and resources
Roadmapping
IfM approach
Consultancy
Courses
Case studies
Resources
Roadmapping
IfM approach
Consultancy
Courses
Case studies
Resources
ROADMAPPING TEMPLATES
A well-designed workshop template can have a significant impact on process efficiency and effectiveness in roadmapping workshops. The templates on this page, created through research conducted at the University of Cambridge, may be used freely without alteration for non-commercial purposes (internal application by firms within their own organisation is not considered to be commercial; if in doubt, or to discuss commercial applications or licensing, please email us).
CLASSIC ROADMAP TEMPLATE
Extensively tested, and widely used for general exploratory topic roadmapping, the classic template supports the development of roadmaps that consider:
- Customer and business drivers
- Systems, products and services
- Technology and capabilities
- Resources and enablers
Strategic roadmap template with facilitation guidance
Use this self-facilitating template (designed for early stage (technological) innovation) to build a strategic roadmap, with discussions focused across five key steps:
1. Consider how an organisation will capture value in the future, defining a value opportunity scenario.
2. Identify the current state of the business, considering areas like the market, current business strategy and capabilities across business functions.
3. Define the strategy for the business across the short, medium and long-term considering:
a. The market business and commercial drivers
b. A core strategy for reaching the future value scenario;
c. Outline technology, financing, resource and partnering requirements that are fundamental to success.
4. Consider alternative paths to reach the desired vision.
5. Review the assumptions, risks, knowledge gaps and enablers and barriers within the roadmap to understand and estimate
Generic roadmap template
The architecture behind a roadmap gives a time based view of the future, answering six key questions that help organisations to achieve strategic alignment:
- Why do we need to act?
- What should we do?
- How should we do it?
- Where are we now?
- Where do we want to get to?
- How can we get there?
Download a Generic roadmap template with key questions.
The structure of the generic roadmap provides the fundamental elements of roadmap development. This structure can be used to create more sophisticated templates that guide facilitation and improve the outcomes of workshops.
An example of a more sophisticated design can be seen through the roadmap canvas template below.
Product technology roadmap template with facilitation guidance
Use this self-facilitating training template to develop a product technology roadmap. The template can also be used to develop roadmaps for services and product-service systems, with discussions focused across four key steps:
- Outline key market and business drivers.
- Create a long-term vision for the product/technology.
- Brainstorm ‘the product brochure of the future’, focusing on the benefits to the customer. Consider how and what technologies, enablers and resources will impact this product.
- Across a timeframe of the short-, medium- and long-term, define the product strategy and targets, identify supporting technology programmes and required resources.
PROVIDE FEEDBACK
Feedback from organisations that use IfM templates is very useful – it helps to guide future research activities and ensures that the templates we create are useful for practical application. Feedback forms for the four roadmapping workshop templates can be found below.
We would also welcome any comments or feedback on how templates are used – please email Dr Rob Phaal.
Classic roadmap template feedback form
Strategic roadmap template feedback form
Roadmap canvas template feedback form
Product technology roadmap feedback form
PROVIDE FEEDBACK
Feedback from organisations that use IfM templates is very useful – it helps to guide future research activities and ensures that the templates we create are useful for practical application. Feedback forms for the four roadmapping workshop templates can be found below.
We would also welcome any comments or feedback on how templates are used – please email Dr Rob Phaal.
Classic roadmap template feedback form
Strategic roadmap template feedback form
Roadmap canvas template feedback form
Product technology roadmap feedback form
ROADMAPPING PUBLICATIONS
T-Plan: the fast start to Technology Roadmapping. Planning your route to success
Roadmapping for Strategy and Innovation
Technology Roadmapping for Strategy and Innovation: Charting the Route to Success
Technology Roadmapping: 3 (World Scientific Series in R&D Management) – by Tugrul U Daim, Terry Oliver and Rob Phaal
A step-by-step guide to applying technology and product roadmapping techniques in your organisation using the minimum of resources. Volume discounts are available, please enquire for details. (2001, Spiralbound, 124 pages).
More than a decade of research at the IfM’s Centre for Technology Management has gone into producing the first ever textbook on strategic roadmapping.
Technology roadmapping is a core method to help companies and other organisations gain orientation for future opportunities and changes. This book is a key resource for technology roadmapping – it provides expert knowledge in four areas.
An authoritative reference for technology roadmapping, written by authors known worldwide for their expertise on the subject.
ROADMAPPING PUBLICATIONS
T-Plan: the fast start to Technology Roadmapping. Planning your route to success
A step-by-step guide to applying technology and product roadmapping techniques in your organisation using the minimum of resources. Volume discounts are available, please enquire for details. (2001, Spiralbound, 124 pages).
Roadmapping for Strategy and Innovation
More than a decade of research at the IfM’s Centre for Technology Management has gone into producing the first ever textbook on strategic roadmapping.
Technology Roadmapping for Strategy and Innovation: Charting the Route to Success
Technology roadmapping is a core method to help companies and other organisations gain orientation for future opportunities and changes. This book is a key resource for technology roadmapping – it provides expert knowledge in four areas.
Technology Roadmapping: 3 (World Scientific Series in R&D Management) – by Tugrul U Daim, Terry Oliver and Rob Phaal
An authoritative reference for technology roadmapping, written by authors known worldwide for their expertise on the subject.
GET IN TOUCH
Contact us for more information on roadmapping consultancy and training programmes to help you put the templates into practice.