Appendix F
Roadmapping Process
The following is included as a guide to future roadmapping activities, as recommended in Chapter 4.
BEFORE THE WORKSHOP
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Define the scope of the roadmap.
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Define the charter, mission, system boundary, scope, and team participants.
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Identify priority focus areas.
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Recruit leaders and experts.
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Identify all stakeholder groups.
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AT THE WORKSHOP
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Hold inclusive sessions.
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Provide overviews of focus areas.
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Hold panel discussions.
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Describe facts, issues, challenges, and opportunities.
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Differentiate between facts and assumptions.
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Conduct open brainstorming session.
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Welcome all input.
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Forecast any and all candidate technologies, projects, goals, barriers, ideas.
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Identify overarching groups of ideas and transfer them to breakout sessions.
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Hold breakout sessions.
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Refine and add to list of potential roadmap elements.
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Identify long-term goals, midterm targets, and near-term achievables.
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Identify gaps and showstoppers in the existing technology.
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Time-phase near-term (0-2 years), mid-term (2-7 years), and long-term (>7 years) activities.
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Include sample elements:
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When a product characteristic will be achieved,
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When a technology goal will be reached,
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When a basic research project will begin and end,
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When an applied research project will begin and end,
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When a processing/manufacturing technology will be needed,
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When a technology demonstration is warranted,
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When clinical trials will being and end, and
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Others.
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Network roadmap elements.
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Identify critical paths, higher-level goals, and decision points.
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Identify fundamental research with the greatest potential for multiple impacts.
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Point out critical capabilities as focal points for R&D priority.
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Highlight specific opportunities for partners and projects, programs, and partnerships.
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Find highest risks and highest payoffs.
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Identify relevant barriers as they affect these goals and paths forward.
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WITH ROADMAP IN HAND
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Critique and validate.
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Refine product and technology definitions.
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Gather data to back up any uncertainties or assumptions made in roadmapping process.
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Develop consensus on needs and actions.
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Develop implementation plan.
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Focus resources on roadmap elements with the most promise.
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Leverage resources to accomplish the roadmap goals.
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Coordinate with other organizations.
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Identify common elements and synchronize timelines.
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Communicate goals and planning.
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Utilize professional societies, parallel organizations.
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Review and update as needed.
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