Managing Innovative Projects and Programs: Using the ISO 56000 Standards for Guidance and Implementation

Description

It has been estimated that over 75% of the innovative projects that begin through the Innovation Management System (IMS) are either failures or they failed to produce the desired results. The biggest wastes most medium- to large-size organizations face are the waste of money, time, reputation, opportunity, and income that these failures are costing them. Following this book’s recommendations could reduce this failure cost by as much as 70%. The purpose of this book is to provide a step-by-step procedure on how to process a medium- or large-size project, program, or product using an already-established IMS that considers the guidance given in ISO 56002:2019 – Innovation Management Systems Standard. Often the most complicated, complex, difficult, and challenging system used in an organization is the IMS. At the same time, it usually is the most important system because it is the one that generates most of the value-adding products for the organization, and it involves most of the key functions within the organization. The opportunity for failure in time and the impact on the organization is critical and often means the difference between success and bankruptcy. Throughout this book, the authors detail the high-impact inputs and activities that are required to process individual projects/programs/products through the innovation cycle. Although this book was prepared to address how medium to large projects, programs, and products proceed through the cycle, it also provides the framework that can be used for small organizations and simple innovation activities. Basically, the major difference between large- and small-impact innovation projects is that the small projects can accept more risks, require less formal documentation, use simpler communication systems, and require fewer resources. It’s important to remember that the authors are addressing an existing IMS rather than trying to create an entirely new one. Currently, this is the only book geared for professionals responsible for managing innovative projects and programs using ISO 56002:2019 – Innovation Management – Innovation Management System – Guidance to provide a comprehensive management strategy and step-by-step plan and ISO 56004 Innovation Management Assessment –Guidance. It provides a comprehensive analysis of what is required from the time an opportunity is recognized to the time the customer is using the innovative product. The book also introduces a new Process modeling cloud service that allows you to drill down 5 levels from the system level to the job description level and includes free access to many of the book’s best practice Process models. Cover Half Title Series Page Title Page Copyright Page Dedication Table of Contents Acknowledgments Preface About the Authors Chapter 1 Introduction to Project Innovation Cycle Introduction to Project Innovation Today’s Dilemma Addressing the “Unaddressable” Factors Affecting Innovation The Five Types of Innovation The Three Subcategories of Innovation Conclusions Related to Types of Innovations Common Creativity Innovation Killers Your Creative and Innovative Powers The 10 Ss Clauses 1, 2, and 3 Knowledge Management System Chapter 2 ISO 56002:2019 Introduction TIME ISO 56000:2020 Standards ISO 56002:2019 Standard Clause 4.0 – Context of the Organization Clause 5.0 – Leadership Clause 6.0 – Planning Clause 7.0 – Support Clause 8.0 – Operations Clause 9.0 – Performance Evaluation Clause 10.0 – Improvement More Detailed View of Section 8: Operational Clause 8.1: Operational Planning and Control Collaboration and Partnership Clause 8.2: Managing Innovation Initiatives Subclause 8.2.1: Managing Each Innovative Initiatives Subclause 8.2.2: Identify How to Implement Each Innovative Initiative Clause 8.3: Innovation Processes Subclause 8.3.1: IMS Overview Building Blocks of the TIME Pyramid The Advantages of a Good IMS A Word of Caution IMS Summary Chapter 3 Assessing the IMS: A Discussion of 56004:2019 Assessment Approaches Assessment Objectives The Breath and the Extent of the Assessment Assessment Focus Expertise Involved in Assessment Data Collection and Data Collection Tools Data Type Reference and Comparison Data Interpretation Innovation Management Outputs, Formats, and Reports Section 5.2.1: Performance Criteria for Innovation Management Chapter 4 The PIC Cast Members Introduction The Cast of Players Research and Development Product Engineering Manufacturing Engineering Marketing Executive Project Sponsor Project Team Leaders Team Leaders Project Managers Innovation Project Team Team Ground Rules Chapter 5 The PIC Overview ISO 56002:2019 Innovation Processes Cycle PIC Phases PIC Tollgates Five Tollgates Summary Introduction to PIC Three Phases Six Levels of Documentation How to Apply the Six Levels of Documentation to Innovation Level 0 – Organizational Level I – Systems Level II – Phase Levels Are Divided into Process Groupings Level III – Process Groupings Are Divided into Processes Level IV – Process Levels Are Divided into Activities Level V – Activities Are Divided into Tasks Activity Block Diagrams Chapter 6 Phase I: Creation Introduction Process Grouping 1: Opportunity Identification Inputs to Process Grouping 1: Opportunity Identification Process Grouping 1: Opportunity Identification Activity Block Diagram Tollgate I Process Grouping 2: Opportunity Development Objective of Process Grouping 2: Opportunity Development Process Grouping 2: Opportunity Development Activity Block Diagram for Apparent and/or Minor Opportunities Process Grouping 2: Opportunity Development Activity Block Diagram for Major Opportunities Process Grouping 2: Opportunity Development Activity Block Diagram for New Paradigms and Discovery Opportunities Process Grouping 3: Value Proposition Inputs to Process Grouping 3: Value Proposition Process Grouping 3: Value Proposition and Tollgate II Activity Block Diagram Tollgate II: Concept Approval Process Grouping 4: Concept Validation Process Grouping 4: Concept Validation Activity Block Diagram Summary of Phase I: Creation Chapter 7 Phase II: Preparation and Producing Introduction Tollgate III: Project Approval Tollgate III: Activity Block Diagram Tollgate III: Project Approval Supports the Business Case Analysis Process Grouping 5: Business Case Analysis Inputs to Process Grouping 5: Business Case Analysis Business Case Validation Document Performance and Project Resource Requirements for Each Project/Program Business Cases That Do Not Require Additional Resources Criteria to Rank Business Cases Results of Business Case Approval Process Grouping 5: Business Case Analysis Activity Block Diagram Summary of Process Grouping 5: Business Case Analysis and Tollgate III Process Grouping 6: Resource Management Inputs to Process Grouping 6: Resource Management Process Grouping 6: Human Resource Staffing Activity Block Diagram Process Grouping 6: Facilities Resource Management Activity Block Diagram Floor Space Resource Management Activity Block Diagram Equipment Resource Management Activity Block Diagram Process Grouping 6: Facilities Setup Resource Management Activity Block Diagram Process Grouping 6: Financial Resources Management Activity Block Diagram Process Grouping 7: Documentation Six Document Management Systems Process Grouping 7: Part 1 – Product Specifications Documentation Activity Block Diagram Process Grouping 7: Part 2 – Project Management Plan and Facilities Planning Documentation Activity Block Diagram Process Grouping 7: Part 3 – Suppliers and Contractors Documentation Activity Block Diagram Process Grouping 7: Part 4 – Production Setup Documentation Activity Block Diagram Process Grouping 7: Part 5 – Producing Output Controls Documentation Activity Block Diagram Process Grouping 7: Part 6 – Marketing and Sales Documentation Activity Block Diagram Summary Process Grouping 7: Documentation Process Grouping 8: Production Process Grouping 8: Production Activity Block Diagram Tollgate IV: Customer Ship Approval Tollgate IV: Customer Ship Approval Activity Block Diagram Summary Process Grouping 8: Production Chapter 8 Phase III: Delivery Introduction Process Grouping 9: Marketing, Sales, and Delivery Process Grouping 9: Marketing, Sales, and Delivery Activity Block Diagram Summary of Process Grouping 9: Marketing, Sales, and Delivery Process Grouping 10: After-Sales Service Activities Process Grouping 10: After-Sales Services Activity Block Diagram Process Grouping 11: Performance Analysis Tollgate V: Project Evaluation Typical Improvement Methodology Results Top Five Positive/Negative Innovation Change Impacts Process Grouping 11: Performance Analysis Activity Block Diagram Summary Process Grouping 12: Transformation Process Grouping 12: Transformation Activity Block Diagram Summary Chapter 9 Special Mention Tools and Methodologies Introduction Area Activity Analysis: A Key 2020s Tool Put on the Back Burner Introduction Benefits of AAA Features of AAA Background AAA Methodology Phase I: Preparation for AAA Phase II: Develop Area Mission Statement Phase III: Define Area Activities Phase IV: Develop Customer Relationships Phase V: Analyze the Activity’s Efficiency Phase VI: Develop Supplier Partnerships Phase VII: Performance Improvement Summary Benchmarking for Better Innovation Introduction Benchmarking Cycle Time Evaluating Competitive Products Benchmarking Code of Conduct Benchmarking Protocol Examples Software Design for X Introduction User How to Use the Tool Knowledge Management System Design Guidelines Design Analysis Tools Design for X Procedure Design for Safety Design for Reliability Design for Testability Design for Assembly/Manufacturing Design for Environment Design for Serviceability Design for Ergonomics Design for Aesthetics Design for Packaging Design for Features Design for Time to Market Summary Knowledge Management Excellence What Is Knowledge? Implementing a KMS Starting and Implementing a KMS KMS Maturity Grid Risk Management Introduction Risk Management Framework A Typology of Risks Ways of Dealing with Risk Risk Management Framework: ISO 3100 Guidelines The Risk Assessment Process Risk Management in ISO 56002:2019 Surveys Designing Survey Questions Notes Bibliography Appendix A: The Enhance Solutions Platform™ for Innovation Management Appendix B: Most Used Tools Index