Here you’ll find actual documents used by our subscribers — including templates, spreadsheets, powerpoint slides, project documents, and more — from innovation executives at large companies like Coca-Cola, ExxonMobil, CVS, Fidelity, Intel, GE, Nike, Starbucks, Procter and Gamble, Target, and many others.
- Culture, Personnel, and Org Structure
- Events, Contests, and Competitions
- Frameworks & Strategy
- Innovation Leader Resources
- Job Descriptions
- Labs & Centers
- Metrics & Scorecards
- Processes & Methodologies
- Strategy Presentations
Culture, Personnel, and Org Structure
Flowchart for organizing an innovation team around insights and standards.
Nice, short internal guide that was created by the Chief Innovation Officer to brief executives on how they can best engage with and support the innovation team.
A 41-page PDF document outlining the company's thoughts on the defining characterstics of an innovative culture, and how they hope to achieve that goal.
A one-page outline of the roles on the company's "#innovation" team, including roles geared to strategy, catalysts, and franchisees.
Featured in a recent article with General Motors R&D executive Clay Phillips, this one-pager highlights skills and methods needed for incremental vs. disruptive innovation.
This unique employee handbook for the semiconductor giant is called "Freelance Nation," and discusses the company's culture around the concepts of freedom and flexibility.
The philosophy driving the company's work practices innovation team.
A one-page outline of the goals, challenges, and guiding principles for the company's Work Practices Innovation Team.
A one-page view of the company's innovation organization inside its personal insurance division.
An illustrated organizational chart for the company's personal insurance innovation teams.
A worksheet that evaluates an innovation team member on concepts such as project work, "outside-in perspective," idea generation, and more.
Very interesting schedule that looks at the onboarding process for new innovation executives at the $12.3 billion risk and insurance firm.
A manifesto outlining the company's culture of innovation.
26-slide overview of Chief Innovation Officer Ben Brenton's approach, with a special focus on "driving innovation through customer connection."
The organizational flowchart of the company's innovation teams, including the flexible headcount and an outline of the competencies common to all team members.
Includes a framework with four quadrants that comprise the major culture types, and how some companies need to "migrate" to succeed.
An outline of the company's Innovation Ambassador program, which "help create, model, and nurture a positive, self-motivated" innovation culture.
A one-page outlining the competencies required for innovation - including technical knowledge, disciplined execution, and others.
Events, Contests, and Competitions
An overview of the company's innovation contest process, including timelines, judging criteria, and challenges.
Overview of how the Spanish bank runs its "Open Talent" competition for startups focused on the financial services industry, which generated 653 applications in 2015.
Quick two-page agenda and list of innovations featured in a 2014 Innovator's Showcase.
Sample agenda of an "innovation day," include session descriptions and and details on the hospitals Idea Lab
Guiding principles of the firm's Real Estate Innovation Symposium from 2013
Booklet that includes an agenda from Catalyst, a day-long innovation event held at Intuit; an overview of the innovation mechanisms in place at the company, like 10 percent unstructured time and idea jams; and a section on tools and methods like "customer safaris," storyboarding, and empathy maps.
A guide to the company's 90-minute brainstorm session, including rules and exercises.
The complete agenda for Marriott's week-long "Innovation Days" program. Includes day-by-day sessions, descriptions, and more.
The two-day innovation workshop agenda at MMC. Includes objectives, desired outcomes, assignments, and complete agenda.
The agenda for a one-and-a-half day innovation workshop, including sessions on journey mapping, problem statements, and concept refinements.
A fun internal Nike event called "Attack from Left Field," which includes disruption exercises for a number of the company's industries as well as team pitches and result predictions.
A document outlining the company's idea challenge, called Idea Dash, including a 10-week timeline, key activities, and awards.
Overview of the innovation workshop program at Tokyo-based NTT Data, an IT services firm with 76,000 employees. Includes slides on the benefits of running workshops.
The agenda for the publishing company's "Demo Days," which highlights pitches from startups and how they propose to work within Pearson.
A look inside Xerox's "dreaming sessions." Includes full agenda and five preparation questions to maximize the value of the sessions.
Frameworks & Strategy
The $11 billion agricultural equipment company AGCO shares its codified strategy for working with academic research institutions.
A really well-written treatise on the company's approach to innovation, centered around telling stories.
A guiding innovation model for Aon Health & Benefits, including guiding principles, flowcharts, and an illustrated R&D process.
A very detailed framework for determining whether a solution is suitable for the cloud, and then an step-by-step overview of migrating to the cloud.
An overview of the company's competitive landscape and strategy to thrive in the face of uncertainty.
An overview of the digital classified business and innovation strategies of the German company Axel Springer, one of the largest digital publishing firms in Europe.
The Chief Innovation Officer at the hospital discusses how to close the "operational gap" and other innovation challenges.
Explores key stages in innovation, from Initiate and Ideate, to Pilot and Operationalize (to name a few).
19-page presentation looks at "Continuous Improvement," innovation, and the organizational capacity; includes innovation roadmap, more.
Excellent, short, two-page document that outlines both guiding principles and operating principles related to innovation at Capital One's commercial real-estate group.
A quick look at the firm's plan, test and report methodology around innovation project management.
A 23-page presentation from VP Global Innovation Gerry Myers that emphasizes collaboration and social innovation; discusses their internal social business platform, CONNX
Looks at innovation that must be open and collaborative, social and decentralized (with a "light-touch" approach), and focused on a portfolio approach.
Illustrates how innovation isn't a "function" at the company, but is rather embedded across the system; discusses their "three tiers" to guide innovation efforts.
Short presentation from CVS Health Chief Digital Officer Brian Tilzer on how the company is working to "empower a connected health experience."
Explanation of how and why Dell integrated corporate venturing into the innovation system, expanding upon existing systems and procedures.
A one-page overview of the company's approach to the "5-Ps Framework for Innovation."
A look inside the oil and gas giant's "Architecture & Technology" innovation group, with details on roles, structure, objectives, tools, and more.
An update on the company's innovation strategy.
Couldn't be much shorter or more precise: Outlines the innovation framework's goals in one sentence, and provides three bullets on strategy. Nice.
A 27-page PDF detailing the company's approach to innovation and its goals.
Overview of how the Governance Council that oversees the company's innovation group works. Also slides on creating an innovation culture — traits and practices.
A look at the company's framework for analyzing Key Performance Indicators.
A look at the company's approach to working with startups, told with a humorous "pac-man"-style narrative.
A framework for fostering productive discussions in order to make prototyping and project decisions.
A structured framework of the company's Applied Innovation program, guided by senior leaders.
An overview of the company's frameworks, including an innovation landscape map and a "sustained innovation capability maturity model."
Delivered by the Chief Innovation Officer at the financial services firm, the document covers mission, current approach, training, and ongoing engagement.
Provides a view of the goals, processes, and areas of focus of Vodafone's "xone" innovation initiative.
Overview of the innovation program at the telecommunications company, with a special focus on how they created a global network of innovation champions; the impact so far; and best practices in setting up a similar champion network. Includes a chart summarizing comments from the employees who have participated.
A visual representation of Whirlpool's now-famous dashboard (from 2013), which provides a snapshot view of initiatives, projected revenue, pipeline, and more.
Innovation Leader Resources
Are you looking for a way to understand whether your company's innovation culture is improving, staying the same, or getting worse? R&D and innovation executives share with us the questions they've used as part of quarterly or annual surveys to "take the temperature" of the organization.
Illustrated map laying out the key players inside the company, and outside it, who can contribute to (or sometimes inhibit) corporate innovation. Includes discussion questions useful in laying out innovation strategy and timeframe, and defusing some of the tensions that can occur. Useful guide for a management team discussing how to approach innovation with key employees who will be leading the charge. Developed by Innovation Leader and XPLANE.
Collected from 15+ innovation execs in early 2015, this tries to capture what innovation leaders are doing when they are setting strategy; trying to change company culture; building capabilities for cultivating and testing new ideas; and investing in promising startups.
Overview of the results from our May 2016 survey on how the lean startup methodology is being used in large companies, including benefits and challenges; software being used and training programs being run; key allies and supporters to cultivate; and general advice. This is a summary document related to our Q2 2016 research report, "Lean Startup: Making it work in large organizations."
Highlights from our 2016 Connected Products Survey, emphasizing investment levels, challenges, and success factors. Produced in collaboration with Altitude.
Presentation from Front End of Innovation 2015 covering some of the ways companies do (and should) track innovation — and where metrics are headed.
Highlights from our 2015 Benchmarking Report, produced in collaboration with Innosight. Includes data on program focus, maturity stage, team size, tools being used, why projects get killed, and more.
Ideal for someone just getting started in an innovation role, making the case for sufficient resources, or working to get a program off the ground. This 2017 presentation collects some of the best advice we've heard on getting an initiative going; some of the choices that you'll face; some of our survey data about average maturity or sophistication of innovation efforts at large companies; guidance on what to measure; powerful CEO quotes on the value of innovation; things that can prove fatal to innovation programs; and examples of companies doing it right.
2017 survey data on the relationship between innovation/R&D groups and the business units, including who supplies funding, who sets the agenda, and how well the hand-off works.
Getting consensus to launch a new innovation initiative can require tremendous time and energy. We put together this two-page roadmap/worksheet to help you think through some of the elements you’ll need to put in place to ensure that projects make it to the finish line, and that you can build your team, momentum, and reputation for delivering results over time.
The best organizations in the world will experience failure — they expect it. And they are ready to learn from it and adapt. Here’s some advice from Julia Austin, CTO of DigitalOcean and Senior Lecturer at Harvard Business School, about dealing with failure.
A RASCI matrix is a tool that can be used to build consistent support for innovation, while mitigating against common failure modes like role ambiguity, when people aren’t sure what exactly they’re supposed to do — or want to weigh in more than you’d like. This downloadable Excel spreadsheet is a sample RASCI matrix for a generic “innovation project,” showing how typical tasks might be assigned to various roles throughout the life of the project. Includes instructions on how to use.
Job description for a Global Marketing Senior Manager, who would report to a Customer Experience Leader and participate in the development and execution of multiple and highly cross-functional initiatives.
A nice, concise job description for an Innovation Analyst, who would be responsible for sourcing investment opportunities that strengthen the company's core business.
Job description for Executive Director of the hospital's Innovation Hub, reporting to the Chief Quality Officer and SVP of Research.
Job description for a "highly visible" position responsible for creating and supporting a culture of innovation at the hospital.
Key position will evaluate and analyze business ideas, recommend a course of action, present analysis to leadership, execute recommendations, and more.
A job description for a director position on Citi Ventures' Innovation Network team, which is charged with supporting and accelerating the work at Citi's innovation labs.
A job description for the company's chief strategy and innovation officer, including a position summary, key duties and responsibilities, and the impact the position is expected to have on the organization.
Outline's the tax giant's search for an entrepreneur to lead its Americas Tax Services Incubator.
Job description for the company's strategic innovation director, including a summary, responsibilities, and qualifications.
A brief job description for the company's Director, Innovation Commercialization position.
Well organized job description covers the responsibilities and skills needed for an Innovation & Product Development Director.
A job description for the company's manager of special projects, innovation, based in Seattle. Includes responsibilities, qualifications, and benefits.
Job description for a Growth Initiatives Team Leader, which is "responsible for defining and driving disruptive innovation efforts against an identified strategic opportunity."
The job description for the company's entrepreneur-in-residence, including principal responsibilities and requirements.
A draft outlining the responsibilities, requirements, and even potential job titles for the top innovation job at Thomson Reuters.
Labs & Centers
14-page overview describes 7-Eleven's "pragmatic approach" to creating new revenue-generating partners, channels and apps. Covers objectives and their business-driven approach.
A graphical overview of a company's innovation lab efforts, including an "Innovation Ambition Matrix" and models of corporate entrepreneurship.
Two-page overview of the Cambia Grove, a collaborative space that insurer Cambia Health Solutions is opening in Seattle in 2015 with a vision to "catalyze the development of a vibrant local health care innovation cluster."
Short presentation from December 2014 about the team behind Eastern Bank's new Eastern Labs initiative, and what they're focusing on.
Written like a press release, this quick one-pager explains the goals and results of the bank's second Accelerator Lab.
Short overview of the innovation lab at Hearst Health, including mission and some of the methodologies it uses to develop new offerings.
Nice overview of the innovation methodology in place at the Hearst Health Innovation Lab, with examples of committee reports, challenges, lessons and more. Includes sample pitches.
Looks at the mission of the Hearst Innovation Lab, and explores its core capabilities, guiding principles, annual objectives, and more.
How Honda's Silicon Valley Lab is engaging with startups, including providing test vehicles, funding, mentorship, and collaborative workspace.
One-page visual representation of IBM's Mobile Innovation Lab, with a focus on the processes of Discover, Select, Plan and Build.
Presentation focuses on how Intel Labs is seeking to create technology that is relevant to society by working with four outside constituencies: government, academia, citizens, and other companies. Includes slide on how company works toward making innovation "predictable, probable and profitable," rather than occasional and project-based.
Overview of the new Lab of Forward Thinking (LOFT) at John Hancock / Manulife, and agenda for the group's launch event and employee hackathon.
Metrics & Scorecards
Scorecard for ideas proposed as part of Adobe's internal Kickbox Innovation Workshops. Considers factors like customer value, company fit, and risk level. Good, clear definitions of things like "addressable market size" and "fit with brand."
An overview of innovation inside the "Diversified Business Group" at BCBS of MA. Explains goals, process, sourcing, measurement, and more.
A review of the hospital's experience with a recent hackathon, raising questions of metrics and "what's next?"
How the company measures its innovation efforts, including a scorecard, key drivers, and a maturity model.
Explanation of EMC's international idea contest and innovation pipeline. Includes their roadmap, "incubation readiness levels," ROI metrics, and more.
Short PowerPoint presentation that covers Owens Corning's market intelligence and brainstorming tool; capabilities mapping; measuring the return on innovation; and the company's various awards for innovative and high-performing teams.
Very simple and innovative (can we say that?) rating system for scoring elements of the innovatino program. Uses simple red, yellow and green for 10 key questions.
Processes & Methodologies
A brief and informative overview of the company's product development process, including support functions and relationships, provided by the customer innovation R&D team.
A fairly technical methodology to help determine if a new or existing product or solution is appropriate for the cloud.
A 12-page technical document outlining the company's "Proteus" CD (continuous development) process.
A map of the company's process for running internal idea crowdsourcing challenges.
Flowchart and accompanying slide describing how the company creates a channel for innovation in IT.
Discusses some of the advantages of an in-house incubator, including the ability to rapidly create and test novel software solutions.
Short document that looks at the "next generation" of Open Innovation, contrasting it with prior models and showing a case study.
A five-page document outlining the evolution of the design thinking framework at Clorox, along with questions to ask during the process and the concept of "connective thinking."
An outline of the company's migration to a more agile innovation process, from a long, five-gate process to a new, shorter, three-gate process with "hard stops."
Excellent view of innovation at the company, starting with buidling MVP or "Minimum Viable Products," progressing through Pilot, Scaling and Integration phases. Worth a look.
An incredible document presenting the company's flexible product design framework.
A nicely illustrated document outlining the company's efforts to build a disruptive capability - including flow-charts and graphs.
Overview of a training program Dell runs for account executives, sales engineers, and support staff who work in the company's services organization. Titled "Making Innovation a Way of Life."
The nine behaviors that drive the company's innovation efforts.
An overview and timeline of the company's products and a review of their innovation process and "agile methodology."
Includes a nice visual process framework, their four-stage planning process, and the development concept of Tribes, Squads and Guilds.
A flow document outlining the company's innovation processes.
A well-illustrated guide to the company's innovation philosophy.
Includes "the nine principles of agile innovation," and visually explains EY's "innovation flight map." Partially a sales pitch, but includes nice research data and more.
A two-page overview of the testing firm's Design Thinking approach and a look at the goals of the company in developing new products and services.
Overview of how ExxonMobil created an online "virtual café" where company IT employees can share ideas for improvements and cost-savings, and get funding and mentoring to move them forward.
Excellent document prompts you to think about your approach to innovation with key steps on objectives, tools, personnel, culture, and more. Includes examples.
A one-page flowchart showing the systems and process for the company's product development and innovation.
A look at the co-creation strategy known as 1B or "firstbuild" at GE Appliance. Includes idea-filtering processes, product innovation strategies, compensation rewards, and more.
A one-page chart showing the innovation process at the venerable tire & rubber company.
A one-page look at the processes and skill sets required to perform innovation at the company.
A 13-page overview outlining the company's innovation approach, including focus areas, business drivers, and illustrated examples.
An overview of how the furniture maker collects consumer insights, runs hackathons, and uses an innovation space in Copenhagen to explore future living trends. Includes video.
A fun, one-page "menu" of questions, activities, and thought-provoking ideas to inspire innovation at the company.
This 26-page presentation is tough to follow with narrative, but it outlines how to do rapid experimentation, and even includes an exercise to try.
Three page output looks at the three steps in business process innovation at Kelly: Discovery, Incubation, and Acceleration. Includes roles and oversight for each step.
An outline of the company's "What If?" pilot program for internal crowdsourcing of innovation ideas.
Overview of the program that allows MassMutual to participate in disruptive innovations emerging out of the early- and mid-stage private company markets.
Presentation from Chief Innovation Officer John Geyer that offers an overview of the insurer's innovation program, process, tools, and five keys to surviving the "innovation danger zone," when projects have gotten underway but haven't yet delivered results.
This brief case study looked at how the $122.5 billion healthcare giant created its "ignite! Innovation" process, which enabled leaders to engage employees and generate ideas.
Covered in a recent Innovation Leader profile, this two-page document outlines three stemps to innovating and testing approaches to clinical trials.
How the open innovation team at Sherwin-Williams, the paint and coatings giant, scouts new technologies in academia and the startup world; evaluates promising technologies; and forges partnerships.
An overview of the company's "total innovation" approach, with current processes and best practices. Focuses on participation, culture, and showcasing innovation.
Overview of how the Spanish telecommunications company has been deploying the lean startup approach with consumers and business customers.
Deborah Arcoleo has spent more than a decade as a senior innovation executive at Pfizer Consumer Healthcare, Johnson & Johnson, Campbell Soup, and now The Hershey Company. These slides share her "credo" on the six elements that must be in place to make true innovation happen inside a big company.
A document outlining how the company implemented an idea-generation system, including vendor selection, promotion to employees, outcomes, and future challenges.
Printable process graphic that shows the process that Vodafone and Thomson Reuters went through, from discovery to executive commitment to validation, on a recent co-creation project.
Looks at the company's strategic approach to innovation, and focuses on the concept of "competencies." Provides examples and lots of helpful illustrations.
29-page presentation includes a cute history lesson, and four lessons of innovation. Includes a 7-Eleven "Digital Strategy Map" and more.
An outstanding example of an innovation progress report, this 24-pager covers programs in place, their approach, and status.
Detailed 20-pager covers mission, long-term goals, approach, hiring, new products, elements to success, primary activities, and even "What We Do Not Do."
Long, 42-page presentation highlight's the company's "Toolbox Structure" to innovation, all centered around customer engagement.
Very interesting map of innovation, focused on ideas that generate revenue, as opposed to operational or efficiency innovations.
A look at the school system's innovation initiative, with the task of transforming learning and public education systems.
A short update outlining the processes and goals behind the firm's innovation movement.
Details on the innovation team's graffiti art project that visually represents significant innovations that have been implemented by the Innovation Team.
Brochure on Fidelity's Center for Applied Technology provides a nice visual representation of the center's objectives and programs.
Explains how the sustainable innovation group at Gap Inc is focused on "new concepts and models that raise the bar for social and environmental performance."
A colorful and action-oriented step-by-step look at Gap's innovation "brand" called Mindspark.
15-page PDF overview of how GE used its FirstBuild community makerspace to develop a countertop icemaker that was successfully launched on the crowdfunding site Indiegogo.
Great 26-page overview of General Mills' "Connected Innovation" program, which focuses on collaboration through its Worldwide Innovation Network (G-WIN).
A review of the company's "InnovationLink" - a web site open to all full-time employees that allows them to post, search, find and collaborate on projects and ideas that address their problems.
Overview of the "Emerging Technology & Innovation" program at Heathrow, including mission, goals, and several recent project examples.
Excellent 32-page overview of Humana's innovation initiatives, with details on their "innovation engineering" approach. Includes case studies, hypotheses, pipeline and more.
Fifteen case studies at companies like Walmart, HP, and even NASA. Addresses the company's objective, the approach taken, and the business results.
Case study with the world's largest consumer products company looks at the concept of using "innovation assembly lines" to build a growth factory.
At 62-pages, this might be the biggest resource we've made available. Covers innovation at the hotel company, with many examples and success stories.
MasterCard Labs is MasterCard’s global Research and Development division, focused on the evolution of technological and consumer trends and the implication of these evolutions on the payments and commerce industries. This document offers an overview of their programs (as of Oct. 2015).
A newsletter designed to inform the company's workforce of innovation efforts, including how to work with the team and soliciting people to participate in innovation workshops.
An article reviewing the first annual meeting of the company's Strategic Technology Investments Group, including an update on the group's efforts to introduce new technologies.
This 35-page presentation outlines innovation challenges and solutions, with plenty of examples and lessons.
Overview of the innovation programs at the $43 billion Indian conglomerate. Includes seven innovation habits, and a slide about the company's "innovation DNA."
Looks at objectives, mission, guiding principles, organization, and even talent profiles for certain positions.
Overview of the challenges facing the $3 billion telecom firm, and the "Shape the Future" program that Tata runs to solicit and cultivate employee ideas. Program includes an "immersion week" in Silicon Valley.
A 12-page document outlining the company's work and strategy in the growing industry of wearable tech.
The "4 Pillars" of the company's approach to doing business in Africa.
Information on how United has created an "intrapreneur-friendly" environment; the scorecard it uses to evaluate ideas; and how the innovation program is structured.
Eight-page report on how the two organizations ran a co-creation project to develop new mobile banking services for the African market, and what they learned from the experience. Written in December 2014.
If you're looking for a generic investment template, this one was submitted by an Innovation Leader member. At 12 pages, it walks you through description, team, milestones, risks, financials, and more.
Examples of idea submission templates and crowd sourcing processes from a large global company with 30,000 employees.
A template for new project ideas, including funding requests, milestones, risk assessment, and strategy.
Simple, elegant quick tool to help bring new products or ventures to life. Captures salient components of an idea on a single page, and includes explanations for each.
The company's "Advanced Concept Ideation Template," outlining its brainstorming process and idea development.
A four-page form for employees to submit ideas to the innovation committee.
A questionnaire given to employees who have been nominated by their peers for an innovator's award.