2 - D A Y W O R K S H O P
Identify and leverage your 'Portfolio Sweet Spot':
Value Innovation
Portfolio Management
Aligning R&D Investment and Strategy with Market
Needs
Dates
& Location:
September
17-18, 2007
/
Cambridge, MA
Sorry, this session in no longer being held. To inquire about
an in-house workshop for your company, please call 1-800-338-2223. |
Agenda
DAY ONE |
|
8:00
– 8:30 |
Registration and Continental
Breakfast |
|
8:30 – 10:00 |
VIPM Framework
-
Overview of the process
-
Exercise definition:
provide corporate background of company that needs a
portfolio to be defined.
- Define
a corporate vision, mission, and strategy. What needs to be
defined?
- Risk
tolerance
-
Existing product roadmaps
-
Partnering potential
- SWOT
analysis
- Define
the relative size of the buckets
-
Evaluate the relative measures of each element
- Craft
the mission for the two day session
|
| 10:00-10:15 |
Refreshment Break |
|
10:15
–
12:00 |
Strategy and
Overall Business Concept—The
Intentional Portfolio
- The
Role of Innovation in the Portfolio –
The Relevant Portfolio
- What
are the buckets?
- New to
the world
- New
markets, same technology
- New
technology, same markets
-
Existing line extensions
-
Sustaining existing products
-
Infrastructure
-
Insurance / buffer
|
| 12:00-1:00 |
Lunch |
|
1:00-5:00 |
Understanding Customer
Value—The Grounded Portfolio
- Gather customer data and competitive data – qualitative
and quantitative
- Selecting markets to pursue
- Understanding what may prevent potential customers from
achieving their goals
- How to gather qualitative data
- Ethnography
- Open-ended interviews
- Processing the data you have
collected
|
|
5:00-6:30 |
Wine & Cheese
Networking Reception |
DAY
TWO |
|
7:30 - 8:30 |
Continental Breakfast |
|
8:30 – 10:15 |
Accurate
Customer Value—
The Researched Portfolio
- Obtaining statistically significant results to
prioritize customer value
- Integrating competitive landscape
- Trend analysis – what else is happening that affects
customer’s value?
- Marrying customer value with innovation – product,
services, organization, distribution, sales
- Develop concepts
- How to take the ambiguity out of concepts
|
|
10:15-12:00 |
Defining the Sweet
Spot—
The Optimized Portfolio
- The three dimensions
- Customer value
- Strategic value - Evaluate strategic constraints
(buckets, risks, core competency, competitive advantage) –
How is it measured?
- Investment intensity - Resource
choreography (people, skills, alliances, budget)
- Integrate concepts with required technologies,
partnerships and initiatives into a portfolio
- Concept value assessment: Buy
resources to commit the portfolio of projects
- Time alignment for trends (Competitive, Technology,
Government, Environment)
- Creation of roadmaps
- Product and services
- Technology
- Infrastructure
- Strategic balancing using a radar chart
|
| 12:00-1:00 |
Lunch |
| 1:00-3:30 |
Aligning the
Organization—
The Supported Portfolio
- Data transparency – availability of audit trail
- Sharing the portfolio
Elements of
Realization—
The Dynamic Portfolio
- Adapt the portfolio based on project performance
- Adapt portfolio to out-of-cycle needs
- Screening changes to match to portfolio strategy
(buckets, balancing)
A Talent for Change—
The Sustainable Portfolio |
|
3:30-4:00 |
Final Q&A and
Wrap-Up |
|
|
Download Brochure |
|
VIPM.pdf |
Course Info |
|
Register Today!
This workshop is strictly
limited to 35 participants.
Special Bonus!
All
workshop participants will receive a
complimentary
autographed copy of Value Innovation
Portfolio Management |
|
