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Assessment and Filtration

B2

Assess novel concepts and ideas against predefined selection criteria (e.g. technical and economic feasibility, best solution, prior knowledge, learning curve shape, available absorptive capacity of individuals, teams, and the organization, cultural acceptance, and so forth).

Improvement Planning

Practices-Outcomes-Metrics (POM)

Representative POMs are described for Assessment and Filtration at each level of maturity.

2Basic
  • Practice
    Define rating and ranking criteria for new ideas in competitive/technical terms.
    Outcome
    A standard approach to acceptance decisions ensures fairness and acceptance of the decisions.
    Metric
    % of innovation ideas formally ranked and rated using standard criteria.
  • Practice
    Define acceptance filtration criteria on competitive/technical terms.
    Outcome
    Consistency in the decision-making process and acceptance of decisions are widespread.
    Metrics
    • % of acceptance decisions made using standard criteria.
    • # of appeals over acceptance decisions.
  • Practice
    Rank and rate ideas separately across financial, competitive/technical, and cultural criteria.
    Outcome
    There is consistency in the ranking and rating processes.
    Metric
    % of innovation ideas formally ranked and rated using standard criteria.
  • Practice
    Follow filtration processes to facilitate decision-making.
    Outcome
    Decision-making based on accepted criteria keeps the organization agile, and stakeholders more readily accept decisions.
    Metrics
    • % of filtration decisions following standard processes.
    • # of decision appeals.
3Intermediate
  • Practice
    Define rating and ranking criteria for new ideas in competitive/technical and financial terms.
    Outcome
    A standard approach to acceptance decisions ensures fairness and acceptance of the decisions.
    Metric
    % of innovation ideas formally ranked and rated using standard criteria.
  • Practice
    Maintain and keep current acceptance filtration criteria for competitive/technical and financial terms.
    Outcome
    Consistency in the decision-making process and acceptance of decisions are widespread.
    Metrics
    • % of acceptance decisions made using standard criteria.
    • # of appeals over acceptance decisions.
  • Practice
    Rank and rate ideas separately across financial, technical, cultural, and timeliness criteria.
    Outcome
    There is consistency in the ranking and rating processes.
    Metric
    % of innovation ideas formally ranked and rated using standard criteria.
  • Practices
    • Follow filtration processes to facilitate prompt decision-making.
    • Decision-making should not cause undue delays.
    Outcome
    Prompt decision-making based on accepted criteria keeps the organization agile and stakeholders more readily accept decisions.
    Metrics
    • % of filtration decisions following standard processes.
    • # of decision appeals.
4Advanced
  • Practice
    Define rating and ranking criteria for new ideas in financial, technical, legal, and timeliness terms for core business innovation ideas.
    Outcome
    A standard approach to acceptance decisions ensures fairness and acceptance of the decisions.
    Metric
    % of innovation ideas formally ranked and rated using standard criteria.
  • Practice
    Maintain and keep current acceptance filtration criteria for financial, competitive/technical, cultural, legal, and timeliness terms.
    Outcome
    Consistency in the decision-making process and acceptance of decisions are widespread.
    Metrics
    • % of acceptance decisions made using standard criteria.
    • # of appeals over acceptance decisions.
  • Practice
    Rank and rate ideas separately across financial, technical, cultural, legal, learning curve match, and timeliness criteria.
    Outcome
    There is consistency in the ranking and rating processes.
    Metric
    % of innovation ideas formally ranked and rated using standard criteria.
  • Practices
    • Automate, improve, and follow filtration processes to facilitate prompt decision-making.
    • Decision-making should not cause undue delays.
    Outcome
    Prompt decision-making based on accepted criteria keeps the organization agile and stakeholders more readily accept decisions.
    Metrics
    • % of filtration decisions following standard processes.
    • # of decision appeals.
5Optimized
  • Practice
    Define rating and ranking criteria for new ideas in financial, technical, legal, and timeliness terms for core and non-core business innovation ideas.
    Outcome
    A standard approach to acceptance decisions ensures fairness and acceptance of the decisions.
    Metric
    % of innovation ideas formally ranked and rated using standard criteria.
  • Practice
    Maintain and keep current acceptance filtration criteria for financial, technical, cultural, legal, and timeliness terms for core and non-core business innovation ideas.
    Outcome
    Consistency in the decision-making process and acceptance of decisions are widespread.
    Metrics
    • % of acceptance decisions made using standard criteria.
    • # of appeals over acceptance decisions.
  • Practice
    Rank and rate ideas separately across financial, technical, cultural, legal, learning curve match, timeliness, and other relevant criteria.
    Outcome
    There is consistency in the ranking and rating processes.
    Metric
    % of innovation ideas formally ranked and rated using standard criteria.
  • Practice
    Follow continuously improved filtration processes to facilitate prompt, consistent, and reliable decision-making.
    Outcome
    Prompt decision-making based on accepted criteria keeps the organization agile and stakeholders more readily accept decisions.
    Metrics
    • % of filtration decisions following standard processes.
    • # of decision appeals.