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Strategic Roadmapping
take control in times of uncertainty
Dr Rob Phaal & Dr Imoh Ilevbare
Institute for Manufacturing
University of Cambridge
19 April 2016
IfM Education and Consultancy Services Short Webinar Series
Who we are
Energy, Fluid
Mechanics &
Turbomachinery
Electrical
Engineering
Mechanics,
Materials & Design
Civil
Engineering
Manufacturing
& Management
Information
Engineering
Institute for
Manufacturing
What we do
Technology and Innovation Management
Theory and Practice since 1993
• Technology and
innovation
management
processes & systems
• ‘Fast-start’
workshop methods
• Visual methods
• Tools and toolkits
Clive Kerr
The nature of strategy
Complex, Ambiguous, Uncertain
Information quality
and situational
awareness
“Predictions are hard,
especially about the
future” - anon
Past Short-term Medium-term Long-term Vision
Time
Market
Business
Product
Service
System
Technology
Science
Resources
Functional perspectives
(Roadmap
architecture)
Route(s) forward
Knowledge
types
When?
What?
How?
Push
Pull
Information
types
Drivers
Strategy
Needs
Form
Function
Performance
Solutions
Capabilities
Resources
Why?
Roadmap framework
(Supports integrated and aligned
strategic and innovation planning)
Key questions: 2) Where are
we now?
3) How can we
get there?
1) Where do
we want to go?
Typical
viewpoints
Commercial &
strategic
perspectives
Design,
development
& production
perspectives
Technology &
research
perspectives
Roadmapping framework provides an integrative
information architecture for strategy & innovation
General roadmap form
2) Where are
we now?
?
?
?
3) How can we
get there?
? c) How can
we do it?
? b) What should
we do?
? a) Why do we
need to act?
(When?)
?
?
?
1) Where do we
want to go?
Time
Roadmapping supports strategic dialogue
An agile / lean ‘fast-start’ approach is efficient and low risk, providing strong
diagnostic functionality… ‘dirty mirror’ – senior Philips manager c. 2008
Example roadmap
Page 38
Kazakhstan
upstream oil &
gas technology
and R&D
roadmap, May
2013
Intelligence system modes
Kerr et al, 2006
Strategy Intelligence
The quality of strategy depends on the
quality of information & knowledge
Innovation
System
Structure
(taxonomy)
Scaleable
(hierarchy)
Portfolio
Scenarios
STEEPI
(Social, Technological,
Economic, Environmental,
Political, Infrastructural
Trends & Drivers)
Linking
grids
SWOT
(Strengths,
Weaknesses,
Opportunities,
Threats)
Roadmaps enable integrated toolkits
Porter’s
Five Forces
Foresight
Technology Intelligence
t
Market
Business
Product
Service
System
Technology
Resources
Valuation /
Balanced scorecard
Mitchell et al., 2014
Treatment of uncertainty in portfolio selection
Strategy under Uncertainty
?
Courtney et al., 1997
Level 4: True ambiguity
Level 3: A range of futures
Level 2: Alternate futures
Level 1: A clear-enough future
Example tools
Forecasting
Roadmapping
Real options
Roadmapping
Scenarios
Roadmapping
System dynamics
Roadmapping
Example situation
2019?
2018?
Article 50
March 2017
“Brexit means Brexit”
June 2016
Scenarios
Scenarios can be very helpful
in providing structure to an
uncertain/ambiguous future
• Can reduce a range of futures
to a set of plausible
alternatives
• Ease decision making in high
uncertainty
Shell style (RSSB, 2009) (also see Shwartz, (1991))
Complex/highly uncertain outlook
resulting from a combination of multiple,
difficult-to-predict trends/drivers, e.g.
Automation
Digitalisation
Re-shoring
Skills
New technologies, etc.
Scenarios
Shell style (RSSB, 2009) (also see Shwartz, (1991))
A more structured view of the
future
Two sequential toolkit configurations:
1) Scenario-led roadmapping
Scenario A Scenario B
Scenario C Scenario D
Roadmap
A
Roadmap
B
Roadmap
D
Roadmap
C
Synthesised
central roadmap,
pathways and
decisions
Baseline
roadmap
Scenario
A
Scenario
B
Scenario
C
Scenario
D
Test baseline roadmap
against scenarios
Test baseline roadmap
against scenarios
Modified (&
more robust)
roadmap
Two sequential toolkit configurations:
2) Roadmapping-led scenarios
Key matters in using scenarios within roadmapping
To build-in flexibility and robustness in decision making
(e.g. by applying options thinking)
• Identifying the commonalities
• Identifying the significant differences
• Choosing which of the commonalities and strategic
options / investments to focus on
• Understanding what signals and triggers to look out for
Risk-aware roadmapping
Ilevbare, 2013
Issues influencing how you address risk (and
uncertainty) in the context of roadmapping
Perceptions;
Biases;
Group dynamics
Key principles
• Human-centric
• Workshop-based
• Neutrally facilitated
• Lightly processed
• Scalable
• Visual
In conclusion…
An ‘agile / lean’ toolkit approach
suitable for uncertain times
Kerr et al., 2013
www.ifm.eng.cam.ac.uk/roadmapping
Workshop
template for
early stage
technology
innovation
strategy,
incorporating
future value
scenario,
demonstration
and options
thinking
Q&A
Contact information:
Rob Driver
+44 (0)1223 748263
rad74@cam.ac.uk

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Webinar: Strategic roadmaping - take control in times of uncertainty - 19 April

  • 1. Strategic Roadmapping take control in times of uncertainty Dr Rob Phaal & Dr Imoh Ilevbare Institute for Manufacturing University of Cambridge 19 April 2016 IfM Education and Consultancy Services Short Webinar Series
  • 2. Who we are Energy, Fluid Mechanics & Turbomachinery Electrical Engineering Mechanics, Materials & Design Civil Engineering Manufacturing & Management Information Engineering Institute for Manufacturing
  • 4. Technology and Innovation Management Theory and Practice since 1993 • Technology and innovation management processes & systems • ‘Fast-start’ workshop methods • Visual methods • Tools and toolkits Clive Kerr
  • 5. The nature of strategy Complex, Ambiguous, Uncertain Information quality and situational awareness “Predictions are hard, especially about the future” - anon
  • 6. Past Short-term Medium-term Long-term Vision Time Market Business Product Service System Technology Science Resources Functional perspectives (Roadmap architecture) Route(s) forward Knowledge types When? What? How? Push Pull Information types Drivers Strategy Needs Form Function Performance Solutions Capabilities Resources Why? Roadmap framework (Supports integrated and aligned strategic and innovation planning) Key questions: 2) Where are we now? 3) How can we get there? 1) Where do we want to go? Typical viewpoints Commercial & strategic perspectives Design, development & production perspectives Technology & research perspectives Roadmapping framework provides an integrative information architecture for strategy & innovation
  • 7. General roadmap form 2) Where are we now? ? ? ? 3) How can we get there? ? c) How can we do it? ? b) What should we do? ? a) Why do we need to act? (When?) ? ? ? 1) Where do we want to go? Time
  • 8. Roadmapping supports strategic dialogue An agile / lean ‘fast-start’ approach is efficient and low risk, providing strong diagnostic functionality… ‘dirty mirror’ – senior Philips manager c. 2008
  • 9. Example roadmap Page 38 Kazakhstan upstream oil & gas technology and R&D roadmap, May 2013
  • 10. Intelligence system modes Kerr et al, 2006 Strategy Intelligence The quality of strategy depends on the quality of information & knowledge
  • 11. Innovation System Structure (taxonomy) Scaleable (hierarchy) Portfolio Scenarios STEEPI (Social, Technological, Economic, Environmental, Political, Infrastructural Trends & Drivers) Linking grids SWOT (Strengths, Weaknesses, Opportunities, Threats) Roadmaps enable integrated toolkits Porter’s Five Forces Foresight Technology Intelligence t Market Business Product Service System Technology Resources Valuation / Balanced scorecard
  • 12. Mitchell et al., 2014 Treatment of uncertainty in portfolio selection
  • 13. Strategy under Uncertainty ? Courtney et al., 1997 Level 4: True ambiguity Level 3: A range of futures Level 2: Alternate futures Level 1: A clear-enough future Example tools Forecasting Roadmapping Real options Roadmapping Scenarios Roadmapping System dynamics Roadmapping Example situation 2019? 2018? Article 50 March 2017 “Brexit means Brexit” June 2016
  • 14. Scenarios Scenarios can be very helpful in providing structure to an uncertain/ambiguous future • Can reduce a range of futures to a set of plausible alternatives • Ease decision making in high uncertainty Shell style (RSSB, 2009) (also see Shwartz, (1991))
  • 15. Complex/highly uncertain outlook resulting from a combination of multiple, difficult-to-predict trends/drivers, e.g. Automation Digitalisation Re-shoring Skills New technologies, etc. Scenarios Shell style (RSSB, 2009) (also see Shwartz, (1991)) A more structured view of the future
  • 16. Two sequential toolkit configurations: 1) Scenario-led roadmapping Scenario A Scenario B Scenario C Scenario D Roadmap A Roadmap B Roadmap D Roadmap C Synthesised central roadmap, pathways and decisions
  • 17. Baseline roadmap Scenario A Scenario B Scenario C Scenario D Test baseline roadmap against scenarios Test baseline roadmap against scenarios Modified (& more robust) roadmap Two sequential toolkit configurations: 2) Roadmapping-led scenarios
  • 18. Key matters in using scenarios within roadmapping To build-in flexibility and robustness in decision making (e.g. by applying options thinking) • Identifying the commonalities • Identifying the significant differences • Choosing which of the commonalities and strategic options / investments to focus on • Understanding what signals and triggers to look out for
  • 19. Risk-aware roadmapping Ilevbare, 2013 Issues influencing how you address risk (and uncertainty) in the context of roadmapping Perceptions; Biases; Group dynamics
  • 20. Key principles • Human-centric • Workshop-based • Neutrally facilitated • Lightly processed • Scalable • Visual In conclusion… An ‘agile / lean’ toolkit approach suitable for uncertain times Kerr et al., 2013 www.ifm.eng.cam.ac.uk/roadmapping Workshop template for early stage technology innovation strategy, incorporating future value scenario, demonstration and options thinking
  • 21. Q&A
  • 22. Contact information: Rob Driver +44 (0)1223 748263 rad74@cam.ac.uk