Contenu connexe Similaire à Portfolio Metrics for Better Innovation Decisions (20) Portfolio Metrics for Better Innovation Decisions1. Private and Confidential
© 2020 Stage-Gate International
Portfolio Metrics for
Better Innovation
Decisions
Bernd Becker
Innovation Expert
bernd.becker@stage-gate.comDisclaimer: This webinar will be recorded and made publicly available.
No participant names or companies will be included in the recording.
Stage-Gate® is a registered trademark of Stage-Gate Inc. © Stage-Gate International www.stage-gate.com
FREE WEBINAR SERIES
2. Private and Confidential
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Business
Strategy
Portfolio
Management
Stage-Gate® Process
Leadership, Culture, Skills
and Project Team Management
Innovation
Strategy
The Stage-Gate® Framework
WHAT WE WANT
WHAT WE GET
3. Private and Confidential
© 2020 Stage-Gate International
Business Leadership questions
Resource Allocation
Balance of Projects
Right Number of Projects
Sufficiency to reach goals
Link to Business Strategy
Maximize Value of Portfolio
Long/Short Term – Risk/Reward
Resource demand vs Availability
Achieve Sales/Profit Goals
Spending reflects Strategy
4. Private and Confidential
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….asis
….desired
Gap
Analysis
Home Run
Quick Win
Long Term
Success
Undesirable
Home Run
Quick Win
Long Term
Success
Undesirable
Resource Allocation to Maximize Value
Potential Actions:
Stop undesirable projects
Move “Quick Win” and “Home Run” Ideas forward
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Gap
Analysis
Risk-Reward Long Term vs Short Term Risk-Reward Long Term vs Short Term
Balance of Projects – Project Types - Long/Short Term – Risk/Reward
….asis
….desired
Potential Actions:
Align Gatekeeper decisions to shift portfolio
6. Private and Confidential
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Gap
Analysis
Right Number of Projects – Resource Demand vs Availability
….asis
….desired
Potential Actions:
Adjust number of Projects to resources available
Allocate resources to higher value projects
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Gap
Analysis
Sufficiency – Achieve Sales/Profit Goals
Potential Actions:
Focus on higher value projects via
Gatekeeper decisions
Strengten Front-End of process
for higher value Ideas
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Gap
Analysis
Link to Business Strategy….asis
….desired
Potential Actions:
Ensure Gatekeeper decision are aligned to Strategy
Reallocate resources to desired projects
High Risk Bets
No Bets
Good Bets
Conservative
Bets
High Risk Bets
No Bets
Good Bets
Conservative
Bets
9. Private and Confidential
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Metrics available through Stage-Gate® Process
Business-Level
Vitality Index
R&D Growth Ratio
Innovation
Profitability
Success rate
Innovation Cadence
Incremental
Revenue
Return on
Investment
Project-Level
Expected Commercial
Value
Productivity Index
Forecast Degradation
Cycle Time
Development Cycle Time
Time to profit
Performance to schedule
Performance to budget
9
Process-Level
Project Code Name
Project ID
Program
Project Leader, Owner, Sponsor
Project Start Date
Innovation Type
Stage #
Status (Go, Kill, Hold, Recycle)
Gate Dates
Launch Date
Committed FTE’s by Function
Available FTE’s by Function
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10. Private and Confidential
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Portfolio Placemat
Strategic
Tactical
Portfolio Buckets Risk-Reward
Prioritization View Pipeline Funnel Projects Status
Vitality Index
10
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Resource & Portfolio Management Tool
Analysis of Portfolio and Placemat Development
Align Portfolio to Innovation Strategy
Services