Practice note · Physical, digital and hybrid practice
Sticky notes are excellent workshop tools - and poor organisational memory
Physical formats lower participation barriers and support collective sense-making. Their weaknesses appear when outputs must be governed, reused and updated.
Physical tools solve a real social problem
Cards, notes and large-format charts let participants externalise partial ideas quickly. People can point, move, group and challenge without first learning a data model. The shared surface makes the state of the conversation visible to the room.
Roadmapping research consistently treats the method as collaborative and people-centred. Digitalisation should therefore be evaluated partly by whether it preserves cogitation, articulation and communication - not only whether it captures cleaner data. [1]
The medium becomes a constraint when the room empties
A photograph records position but not necessarily meaning. Transcription captures text but can lose authorship, disagreement, evidence and the reason one relationship mattered. Later edits then create competing versions whose differences are difficult to explain.
At larger scale, common digital structures can support reuse and multiple stakeholder views. That benefit concerns continuity and integration; it does not invalidate the participative strengths of physical workshops. [2]
Hybrid should mean continuity, not duplicate administration
A sensible hybrid process uses the medium that best supports each activity. Physical or lightweight shared canvases may be ideal for divergent conversation. Structured capture becomes valuable when the organisation needs stable identities, linked evidence, ownership, review and aggregation.
The design question is therefore not “paper or software?” It is “where does strategic meaning get lost between conversation, commitment and revision?” The answer determines where structure is helpful and where it would only add friction.
References
- [1]Oliveira, M.G., Routley, M. and Phaal, R. (2022). The digitalisation of roadmapping workshops. Journal of Engineering and Technology Management, 65, 101694. Source ↗
- [2]Osborne, P., Routley, M. and Ilevbare, I. (2021). A Hierarchical Approach to Technology Roadmapping within an RTO Environment. Research-Technology Management, 64(3), 58–67. Source ↗