1 TOOLBOXES AND TRAINING FOR INNOVATORS UNDER THE DIRECTION OF DAVE CAISSY 2 nd EDITION
3 WHAT IS TOOLBOX4 INNOVATORS? Toolbox4 Innovators offers Toolboxes and Training that facilitate the adoption of innovation management practices used by some of the world s most innovative ans successful organizations. Toolboxes Each ready-to-use Toolbox features proven, user-friendly tools, highquality visuals and a methdology. Although all of the Toolboxes cover the main steps of the innovation process, they are designed to be used as a stand-alone products. Training The Training consists of pratical, private sessions on how to use and leverage the Toolboxes. Full-day or half-day sessions are offered, depending on the chosen Toolbox.
4 4 What is Included in a Toolbox? TOOLS The tools are not a type of software: they are designed to manage innovation processes using Microsoft Office s common applications. The ultimate ain of these editable, user-friendly tools is to help business professionals improve their innovation skills. THE TOOLS ALLOW YOU TO: Adopt the practices of some of the most innovative organizations Save time during the implementation phase Quantify your actual performance and set goals All tools are available in English and French. VISUAL CONTENT The visuals usually are a PowerPoint presentation illustrating the key principles of each Toolbox. All slides are editable and can easily be transferred to other work document. THE VISUAL CONTENT ALLOWS YOU TO: Easily communicate innovation management content Take advantage of key reminders Please note that the slides are only available in English, as no official translation of the sources is available. METHODOLOGY The step-by-step methodology is based on the practices of some of the most successful organizations. Each step is then paired with specific tools and a selection of visual content. THIS METHODOLOGY WILL ALLOW YOU TO: MÉTHODOLOGIE DES BOÎTES À OUTILS Qu est-ce qu une Boîte à outils? Une Boîte à outils se définit comme la combinaison de plusieurs outils, contenus visuels et d une LE SYSTÈME DE GESTION DE L INNOVATION méthodologie avec une aide au démarrage. Quelle est l utilité d une méthodologie? La mise en place de la méthodologie suggérée, qui peut être combinée avec une séance de formation personnalisée (optionnelle), permet d améliorer DE la performance de l utilisation DE de laproduits Boîte à outils. MÉTHODOLOGIE PROCESSUS DÉVELOPPEMENT Comment fonctionne la méthodologie? La méthodologie est composée de plusieurs étapes, chacune liée à une sélection d outils et de contenu CONTENU VISUEL BOÎTES À OUTILS ÉTAPES visuel. Des prérequis, des références à d autres Boîtes à outils et des recommandations peuvent également PRÉ-REQUIS (Avant de remplir la Boîte à outils) Évaluation de la être suggérés. *Voir autres Boîtes à outils Diapositives # 4 à 55 situation actuelle: (non inclus). OUTILS Audit des rôles et Les outils prennent généralement responsabilités la forme de feuilles Excel ou de documents Word. PDP Développement & Implantation Ils sont éditables, prêts à l emploi et permettent aux organisations Processus de d utiliser rapidement et facilement développement de la pratique en gestion de produits (Complet, Allégé l innovation.ou Express) Matrice d assignation des responsabilités Processus de développement de produits Critères d évaluation Gestion des portes - Auto-évaluation de la gestion de l innovation produit (qualitative)* - Mesures de performance de la gestion de l innovation produit (quantitative)* ÉTAPES (Chapitres 1, 2 et 3) CONTENU VISUEL 1. Évaluer les rôles et responsabilités actuels des parties prenantes À l aide de tout le Le contenu visuel consiste Une basée contenu visuel en séquence gestion depas-à-pas, l innovation produit. généralement en une présentation sur les pratiques des entreprises PowerPoint. les plus innovatrices, est proposée Diapositives # 250 à 2.pour Planifier l implantation deles l amélioration ou de la création d un implanter ou améliorer Celle-ci décrit les concepts clés des259 (Chapitre 11) processus développement de produits. pratiques ende gestion de Boîtes à outils, ce qui permet, entre l innovation. autres, de communiquer facilement Diapositives # 56 à Définir les exigences du projet. les méthodes d innovation. De plus, (Chapitre 4) - Identifier les livrables et les tâches requises pour personnaliser le processus de comme chaque diapositive est Diapositives # 129 à 160 développement de produits. éditable, il est possible - Définir les parties prenantes impliquées et leur rôle pour chaque livrable etd en copier (Chapitre 7) Diapositives # 220 à 249 et coller le contenu dans d autres chaque tâche. (Chapitre 10) modèles de présentation. 4. Gérer les phases et les portes du projet. - Suivre les tâches et la complétion des livrables de chaque étape. - Pour chaque porte, évaluer le projet selon les critères. - Pour chaque porte, décider si le projet se poursuit ou est abandonné. - Évaluer l implantation. - Évaluer la performance de l organisation suite à l implantation. - Prendre des mesures correctives (si nécessaire). Diapositives # 56 à 87 (Chapitre 4) Diapositives # 197 à 219 (Chapitre 9) Unique_Publication_Identifier APRÈS avoir implanté un processus de développement de produits, il est recommandé de: Unique_Publication_Identifier Unique_Publication_Identifier Accelerate your performance Optimize the implementation of tools and visual content
5 5 What is included in the Training? The Training is provided by an innovation management expert (see p.17) who will help your teams fully and strategically leverage the Toolboxes. THE TRAINING: Is synchronized with the use of the tools Consists of a private, practical session held at your organization offices or ours (1) Can include up to 10 more participants at no extra charge (2) Is eligible for government grants (30 % manufacturing tax credit, where applicable) Counts towards the required training hours of professionnal orders (where applicable) (1) Additional travelling expenses may apply depending on the location of the Training. (2) US $25 per additional participant HALF-DAY SESSION US $3,000 Applicable for the following Toolboxes: Strategic Roadmapping Idea and Front-End of Innovation Management Innovation Portfolio Management Product Innovation Performance Metrics Innovation Management Self-Audit FULL-DAY SESSION US $4,500 Applicable for the following Toolboxes: Innovation Strategy Applied Creativity Management Product Development Process Innovation Project Management
6 6 For more information Online Catalog Download our latest version of the product catalog at Free Demo Download the free demo of our Toolboxes at Free Live Web Demo Contact us at to subscribe.
7 TOOLBOXES AND TRAINING OFFERED 7 Innovation Management System 9 TOOLBOXES AND TRAINING AVAILABLE [DEFINE] Innovation Strategy...p. 8 Strategic Roadmapping...p. 9 [GENERATE] Applied Creativity Management...p. 10 Idea and Front-End of Innovation Management...p. 11 [SELECT] Innovation Portfolio Management...p. 12 [EXECUTE] Product Development Process...p. 13 Innovation Project Management...p. 14 [MEASURE] Product Innovation Performance Metrics...p. 15 Innovation Management Self-Audit...p. 16
8 (faits et données) 6,0% Buts et objectifs Identification des arènes stratégiques Sélection des arènes stratégiques Positionnement compétitif de l innovation Positionnement compétitif des prix Stratégie d entrée (incluant l engagement des ressources) Unique_Publication_Identifier 1,0% 3,0% [DEFINE] Innovation Strategy Objective The Innovation Strategy Toolbox and Training allows managers to establish clear strategic innovation orientations. These can be determined by analysing past performance, defining the organization s goals and objectives and identifying, selecting and planning new strategic arenas. Tools 5 Packages (31 tools in all) Product Innovation Strategy (2) Past Performance, Goals & Objectives (6) Identification of Strategic Arenas (7) Selection of Strategic Arenas (3) Updated on: Updated on: Attack Plan by Strategic Arena (3) Updated on: Competitive Positioning Matrix Objective: Define Objective competitive : positioning Analyze and past compare projects it with competitors. regarding their innovation level OFFERINGS (WHAT) PRODUCT PRODUCT PRODUCT PRODUCT PRODUCT PRODUCT PRODUCT PRODUCT PRODUCT BUTS & OBJ. IDENTIFICATION INNOVATION SÉLECTION PLAN D ATT. 1 PROJECT 1 YEAR FINANCIAL INNOVATION TITLE2 4 8 REFERENCE 4 8 REWARD 3 7 LEVEL (Project Launch) (1-10 Scale) (1-10 Scale) 8 9 PROJECT COST (K $) Objective : Define your goals and quantify your objectives OFFERINGS (WHAT) YEAR Actual annual sales (M $) Platforms Solutions PROJECT 2 A CUSTOMERS (WHO) Annual Growth Objectives Customer Experience PROJECT 2 B Value capture Targeted % 10% Targeted growth PROJECT C PROCESSES (HOW) objectives (M $) Organization PROJECT D Sales target Supply Chain (M $) PROJECT E PRESENCE (WHERE) Networking PROJECT Acquisition 3 F End Market(s) Growth Increase Share Geographic Expansion Organic Growth Objectives Validation Brand PROJECT G Targeted % 2% 3% 1% 1% 3% 10% Sales target Competitive Positioning Matrix (M $) PROJECT I Detailed objectives Validation Product Innovation Objective Calcultation - Template Inputs - Markets (4) Inputs - Technologies (2) Inputs - Company Data (4) PROJECT J Current Products to New New Products to Current New Products to New Current Products to Current Markets Markets Markets Markets PROJECT K (M $) Description (M $) Description PROJECT L Description Description Description 0,5% Description PROJECT M ,0% 2 1,0% PROJECT 2 N Description Description Description Description Description 2,0% 5 PROJECT O Supply Chain Customer Experience 5 66 PROJECT P 2012 PROCESSES (HOW) 9 Value capture 3 13 Financial Reward vs Innovation Level PRODUCT 10 PROJECT A PROJECT C FINANCIAL REWARD VS INNOVATION LEVEL PROJECT F Financial Reward PROJECT E 5 PROJECT O PROJECT D PROJECT I PROJECT G PROJECT 10 K PROJECT 9 J Innovation Level PROJECT L PROJECT M PROJECT N PROJECT B PROJECT P Visual Content 150+ editable slides Methodology MÉTHODOLOGIE DE STRATÉGIE D INNOVATION Intrants Marchés Technologies Organisation Stratégie de l organisation Stratégie d innovation produit Plan d attaque (par arène stratégique) Gestion de portefeuille Cartographie Développement TOOLBOX AND TRAINING FULL-DAY SESSION US $4,500 English or french Commercialisation Contact us at to participate in a live web demo!
9 [DEFINE] 9 Strategic Roadmapping Objective The Strategic Roadmapping Toolbox and Training allows managers to plan and design their innovation roadmap. It offers a proven framework, including a set of templates of various formats. It allows multifunctional resources to work together on common plan-based strategic goals. Tools 4 Packages (7 tools in all) Roadmap template for Excel (1) Roadmap templates for PowerPoint (4) Roadmap templates for Visio (1) Animation guide (1) EXCEL VISIO POWERPOINT GUIDE Visual Content 60+ editable slides Methodology TOOLBOX AND TRAINING HALF-DAY SESSION US $3,000 English or french Contact us at to participate in a live web demo!
10 10 [GENERATE] Applied Creativity Management Objective The Applied Creativity Management Toolbox and Training offers a simple yet effective methodology and tools to foster human creativity. It encourages the development of innovative ideas and projects through opportunity identification, idea generation and concept development. Tools 4 Packages (31 tools in all) Identification of Need/Opportunity (9) Idea Generation (11) Concept Development (6) Communication of Concept (5) OPPORTUNITÉ IDEÉ DÉVELOP. COMM. Visual Content 100+ editable slides Methodology TOOLBOX AND TRAINING FULL-DAY SESSION US $4,500 English or french Contact us at to participate in a live web demo!
11 [GENERATE] Idea and Front-End of Innovation Management Objective The Idea and Front-End of Innovation Management Toolbox and Training offers a simple way to determine front-end annual objectives, manage these objectives using an idea pipeline and analyse the complete front-end of innovation process using multiple dashboards. Tools 9 Tools Front-End of Innovation: Annual Objectives (1) Front-End of Innovation: Idea Management (1) Indicators: Objectives vs Actual (1) Indicators: Idea Information (1) Indicators: Evaluation Scores (1) OBJECTIFS PIPELINE MESURES 1-4 SOUMISSION RÉTROACTION Indicators: Global Front-End of Innovation (1) Idea Submission Template (1) Idea Feedback Report (1) Evaluation Criteria of an Idea (1) ÉVALUATION Visual Content 70+ editable slides Methodology TOOLBOX AND TRAINING HALF-DAY SESSION US $3,000 English or french Contact us at to participate in a live web demo! 11
12 [SELECT] 12 Innovation Portfolio Management Objective The Innovation Portfolio Management Toolbox and Training offers tables, graphs and key indicators which are designed to help business professionals and organizations manage their project portfolio using the strategic buckets concept. Tools 16 Tools Innovation Budget Allocation (1) Projects Evaluation Criteria (1) One-Page Opportunity Summary (1) Bucket 1-12 (12) Analysis of the Results & Charts (1) BUDGET EVALUATION SOMMAIRE PANIER 1-12 ANALYSES Visual Content 70+ editable slides Methodology TOOLBOX AND TRAINING HALF-DAY SESSION US $3,000 English or french Contact us at to participate in a live web demo!
13 [EXECUTE] Product Development Process Objective The Product Development Process Toolbox and Training allows managers to effectively develop products by improving their existing process or developing a new process, while ensuring that the best practices are followed. Tools 8 Packages (37 tools in all) PDP Development & Implementation (5) Roles & Responsibilities Audit (3) Product Development Process (6) Roles Assignment Matrix (5) DEV. & IMPL. RÔLES PDP RASCI ÉVALUATION PORTES EXPRESS Gate Evaluation Criteria (3) Gate Management (8) PDP Express (4) PDP Light (3) ALLÉGÉ Visual Content 250+ editable slides Methodology TOOLBOX AND TRAINING (ENGLISH FRENCH) FULL-DAYORSESSION US $4,500 English or french Contact us at to participate in a live web demo! 13
14 14 [EXECUTE] Innovation Project Management Objective The Innovation Project Management Toolbox and Training offers managers clear procedures by which to implement best practices in managing innovative projects. It was designed to be specifically efficient in the context of innovation and uncertainty. Tools 6 Packages (20 tools in all) Introduction to Project Management (1) Self-Audit of Project Management (3) Phase: Initialization (4) Phase: Planning (5) Phase: Execution (5) Phase: Date de début Closure du calendrier (2) December 30, 2013 Summary Duration of execution (nb of days worked) % of completion Initial forecast Completed or revised Difference 9% #NAME? #NAME? #NAME? Today Low Beginner Intermediate Advanced INTRO ÉVALUATION INITIAL. PLANIF. EXEC. CLÔTURE Calender Summary Start date INTEREST AVAILABILITY KNOWLEDGE Duration of execution (nb of days worked) % of completion Numéro de Initial forecast Completed (or revision of forecast) Initial forecast Completed Retard or revised Difference Interest regarding référence de Contribution Action to carrer / Tâche Nom Available du responsable time for the % of completion 9% Change of priorities Experience Level of knowledge Nb de jours Nb de jours Nb de jours project management l'action / tâche advancement project Actual duration Actual duration December 30, 2013 ouvrables de ouvrables de ouvrables Start date End date time (nb of days Start date End date time (nb of days retard sur la date retard sur Calender la date supplémentaires worked) worked) Initial forecast de début Completed de (or finrevision of (réalisés forecast) - prévus) Retard % of completion Nb de jours 1 Phase 1 No available time 10% #NAME? #NAME? Actual duration Actual #NAME? duration Nb de jours No contribution to carrer Impossible to reclassify No experience in project Low level ouvrables de retard No interest Already late in several other Start date End date time (nb of days Start date End date time (nb of days ouvrables de retard advancement Identification du contexte priorities management No training sur la date Initial de forecast 1.01 cases M. Li 10% January 6, 2014 January 24, 2014 #NAME? January 6, 2014 January 24, 2014 #NAME? worked) #NAME? #NAME? #NAME? worked) sur la date de fin marketing début Completed or revised forecast Définition des méthodes 10% Initial forecast 1.02 Mme Arnold 0% January 6, 2014 January 24, 2014 #NAME? January 9, 2014 February 5, 2014 #NAME? #NAME? #NAME? #NAME? d'études et de recherche Completed or revised forecast 10% January 6, 2014 January 24, January 6, 2014 January 24, Initial forecast 1.03 Choix du projet d'étude M. Duchênes 0% January 6, 2014 January 24, 2014 #NAME? January 9, 2014 January 29, 2014 #NAME? #NAME? #NAME? #NAME? Small contribution to carrer Limited available time 0% January 6, 2014 January 24, January 9, 2014 February 5, Completed or revised 8 forecast advancement Already late in several other Hard to reclassify Took active part in projects Low level Low interest Initial forecast 1.04 Poorly motivated Réalisation for de l'étude cases Mme Jean priorities 15% as a team February member 3, 2014 Basic February training 28, 2014 #NAME? February 3, 2014 March 17, 2014 #NAME? #NAME? #NAME? #NAME? 0% January 6, 2014 January 24, January 9, 2014 January 29, carrer advancement Completed or revised forecast 15% February 3, 2014 February 28, February 3, 2014 March 17, Initial forecast 1.05 Analyse des résultats M. Li 25% February 3, 2014 February 28, 2014 #NAME? February 3, 2014 March 17, 2014 #NAME? #NAME? #NAME? #NAME? 11 Completed or revised forecast 25% February 3, 2014 February 28, February 3, 2014 March 17, Phase 2 Available time 7% #NAME? #NAME? #NAME? Average contribution to Possible to reclassify Has managed simple Average level Average interest In partial control of his/her 7% carrer advancement Définition des rôles et priorities projects Basic training Initial forecast 2.01 cases Mme John 25% January 6, 2014 January 24, 2014 #NAME? January 6, 2014 January 24, 2014 #NAME? #NAME? #NAME? #NAME? responsabilités 25% January 6, 2014 January 24, January 6, 2014 January 24, Completed or revised 0 forecast Initial forecast 2.02 Définition du calendrier Mme John 10% January 6, 2014 January 24, 2014 #NAME? January 9, 2014 January 29, 2014 #NAME? #NAME? #NAME? #NAME? 10% January 6, 2014 January 24, January 9, 2014 January 29, Completed or revised forecast Réalisation des outils de Initial forecast 2.03 Mme John 0% January 6, 2014 January 24, 2014 #NAME? January 0% 9, 2014 January 6, 29, January 24, #NAME? #NAME? January 9, 2014 #NAME? January 29, 2014 #NAME? suivi et de gouvernance Completed or revised forecast Available time Signification contribution to Possible and easy to Has managed moderately Advanced level Strong interest Réalisation d'un plan de In control of his/her cases 0% February 3, 2014 February 28, February 3, 2014 March 10, Initial forecast carrer advancement Mme John reclassify priorities 0% complex February projects 3, 2014 Intermediate February 28, training 2014 #NAME? February 3, 2014 March 10, 2014 #NAME? #NAME? #NAME? #NAME? communication Completed or revised forecast 0% February 3, 2014 February 28, February 3, 2014 March 17, February 28, 2014 #NAME? February 3, 2014 March 17, 2014 Initial forecast 2.05 Identification des risques M. Diesse 0% February 3, 2014 #NAME? #NAME? #NAME? #NAME? Completed or revised forecast GO - NO GO : If the average of the two preceeding columns is below 2, there is no need to go further. Calender Calender December 30, 2013 January 6, 2014 January 13, 2014 January 20, 2014 January 27, 2014 February 3, 2014 February 10, 2014 February 17, 2014 February 24, 2014 March 3, 2014 March 10, 2014 March 17, 2014 March 24, 2014 March 31, 2014 April 7, 2014 April 14, 2014 April 21, 2014 April 28, 2014 May 5, 2014 May 12, 2014 May 19, Expert Very strong interest In direct line with carrer advancement Projects are identified in Available time In total control of his/her cases Unnecessary to reclassify priorities Has managed very complex Very advanced level projects Advanced training roles & responsibilities Visual Score Content 140+ editable slides Unique_Publication_Identifier Methodology TOOLBOX AND TRAINING FULL-DAY SESSION US $4,500 English or french Contact us at to participate in a live web demo!
15 [MEASURE] Product Innovation Performance Metrics Objective The Product Innovation Performance Metrics Toolbox and Training offers metrics, benchmarks and graphs which are designed to help business professionals, managers and organizations evaluate their own performance regarding their front-end, projects and products and to compare these key metrics to the performance of average businesses and those in the top 20%. Tools 4 Tools Benchmarks (1) Metrics: Front-End Performance (1) Metrics: Currently developed projects (1) Metrics: Commercialized products (1) COMPAR. AMONT PROJETS PRODUITS Visual Content 50+ editable slides Methodology TOOLBOX AND TRAINING HALF-DAY SESSION US $3,000 English or french Contact us at to participate in a live web demo! 15
16 [MEASURE] 16 Innovation Management Self-Audit Objective The Product Innovation Management Self-Audit Toolbox and Training offers management surveys, whose results, including evaluation summaries and graphs, can help determine the strengths and weaknesses of an organization s innovation management practices. Tools 5 Tools Practices to Follow: Survey (1) Practices to Follow: Evaluation (1) Habits to Avoid: Survey (1) Habits to Avoid: Evaluation (1) Consolidated Analysis of Results (1) ÉVITER - QUES. ÉVITER - ÉVAL. MEILL. - QUES. MEILL. - ÉVAL. ANALYSE Visual Content 50+ editable slides Methodology TOOLBOX AND TRAINING HALF-DAY SESSION US $3,000 English or french Contact us at to participate in a live web demo!
17 17 TOOLBOX DESIGN DIRECTOR Dave Caissy, Eng., M.Eng., NPDP, PMP, CPM, CPMM The Toolboxes presented herein were developed by a multifunctional innovation leadership team of experts headed by Mr. Dave Caissy. He currently advises international businesses on how to improve their innovation management performances levels through the implementation of effective business processes and strategies. Over the past 18 years, Mr. Caissy has earned a solid reputation in the industry, in addition to teaching at several graduate institutions in Canada and in Europe. He also chairs the Innovation Leaders Club, a select and exclusive club that gathers more than 100 leaders from the most innovative organizations in North America and Europe. His listening skills and his ability to influence innovation-related organizational changes have earned him numerous recommendations from his clients. An international expert in innovation leadership, Mr. Caissy is a popular speaker in many countries and is often quoted by the media. For more information, please refer to his LinkedIn profile at EXPERIENCED TRAINER AT YOUR DISPOSAL (SEE P. 5) SEASONED COACH AND CONSULTANT FOR CUSTOMIZED SERVICES Promoting the Best Practices in an Easy-to-use Way Toolboxes and Training are based on the practices of some of the world s most innovative and successful organizations. They are keeping with best industry practices and outline improved performance results from nearly 20 years of consulting experience with more than 400 organizations. The Toolboxes and Training were designed to be expandable to suit the needs of organizations of all sizes. As such, the license granted is for the entire organization and not just a group of users. Because the Toolboxes and Training promote best practices and aid in the acquisition of new competencies, they are used for business and engineering teaching purposes in universities throughout North America and Europe.
18 18 COACHING AND SUPPORT FOR CUSTOMIZED SERVICES DEFINE Innovate by business model Develop a blue ocean strategy GENERATE Strengthen strategic marketing in an innovation framework Create a workshop on applied creativity Explore open innovation opportunities Hold an innovation tournament SELECT Evaluate the feasibility of an innovative idea EXECUTE Develop an effective multifunctional team Determine and manage the risks of an innovation project Implement a technological development process OTHERS Develop a culture that fosters creativity and innovation Remain aware of the importance of innovation Prices available upon demand. CONTACT US Head Office and Development Center MONTRÉAL Toolbox4 33, rue Prince, suite 288 Montréal (Québec) H3C 2M7 CANADA T Toll free Regional Customer Support Offices NEW YORK Toolbox4 1133, Broadway, suite 706 New York, NY USA T Toll free PARIS Toolbox4 8, rue du Faubourg Poissonnière Paris FRANCE T LONDON Toolbox4 26, York Street London W1U 6PZ UK T