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

✍ Scribed by H. James Harrington, Sid Ahmed Benraouane

• Publisher: Routledge/Productivity Press
• Year: 2022
• Tongue: English
• Leaves: 355
• Series: Management Handbooks for Results
• Category: Library

✦ Synopsis

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.

✦ Table of Contents

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