Innovation Portfolio Management

Criteria, tools, and workflows to balance exploratory, transitional, and scaling innovation investments.


Template

Innovation Business Case & ROI Template

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.

Members:
Tool

Portfolio Prioritization Matrix — Workbook & Facilitation Guide

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.

Members:
Calculator

Portfolio Simulation — Starter Spreadsheet

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.

Members: