Criteria, tools, and workflows to balance exploratory, transitional, and scaling innovation investments.
An interactive, repeatable scorecard to evaluate validated ideas for production deployment. Collects standardized scores across impact, ease, readiness, risk, and strategic fit, supports weighted scoring, documents owners and rationale, and produces a clear recommendation with recommended thresholds.
A concise, practical business case template with clear assumptions, worked ROI and cost-of-delay calculators, sensitivity checks, go/no-go criteria, and a funding & milestone ask that helps teams convert validated ideas into funded, owned, measurable production changes.
A practical, actionable dashboard template to visualize innovation portfolio health across lifecycle stages, risk, expected impact, and resource allocation — with concrete metrics, widget definitions, filters, export snapshot, and decision rules to support re-allocation and stage-gating.
A practical spreadsheet and how‑to guide for running what‑if and Monte Carlo scenarios across a portfolio of experiments and scaling initiatives. Includes sample assumptions, risk profiles, capacity constraints, scenario recipes, and interpretation guidance to inform funding, sequencing, and learning-allocation decisions.
A practical scoring workbook, visualization approach, and facilitation script to prioritize and balance innovation investments across horizons, risk, confidence, and expected impact. Includes scoring rubrics, an example, recommended actions by quadrant, and suggested learning and governance metrics.
A practical, step-by-step starter model and implementation guide you can copy into Excel or Google Sheets to simulate an innovation portfolio. Includes input definitions, worked example, recommended outputs and charts, sensitivity checks, and suggestions for turning this starter into an interactive scenario tool that stores and compares runs.
A practical, adaptable rubric and spreadsheet-ready model to score and visualize investments across discovery, transition, and scaling stages. Includes clear scoring guidance, default weights, visualization approaches (bubble chart, stacked allocation), governance thresholds, and cadence recommendations to keep discovery funded and scaling pipelines healthy.