Welcome to the R&D Management Framework
The R&D Management Framework addresses 9 areas of R&D excellence that integrate the processes, tools, functions, and metrics required to improve R&D capability and maximize ROI.
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Welcome to the R&D Management Framework
The R&D Management Framework addresses 9 areas of R&D excellence that integrate the processes, tools, functions, and metrics required to improve R&D capability and maximize ROI.
Tour the Framework by clicking on each of the 9 gears.
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Objective
Align R&D goals, budget, programs, resources and roadmaps with business strategy
Processes
Corporate strategy
Innovation strategy
Product, market, and technology roadmapping
Tools
Strategic portfolio management
Roadmapping software
Financial operating plan
Resource management
Organization Alignment
Marketing
Supply chain
Finance
Executive management
Measures
Margin growth
% of revenue from new products
R&D spending / revenue
Three year new products sales as % of total
Close
Objective
Harness the creative horsepower inside and outside of the organization to generate more innovative concepts
Processes
Innovation strategy
Promote innovation culture & climate
Voice of customer
Ideation process
Open innovation
Tools
Idea management
Rewards & recognition programs
Innovation/insight knowledge portal
Learning systems
New technology sourcing
Project selection and initiation
Project and portfolio management
Organization Alignment
Key sources of innovation both internally and externally
Measures
Number of ideas generated
% of ideas passed to concept
Research expense / R&D budget
% of externally sourced ideas
% of ideas by innovation type
Close
Objective
Establish R&D portfolio priorities and allocate resources to deliver business strategy
Processes
Investment Allocation Strategy
Portfolio Management
Resource Management
Initiative Prioritization
Add Requirements Management
Tools add Change Alignment Methodology
Tools
Portfolio Management Software
Financial Analysis Tools
Reporting Functionality
Organization Alignment
Marketing
Executive Management
Supply Chain
Measures
Resource Utilization %
% of portfolio by short term vs. long term investment
Resource allocation % by strategic area
NPV of Pipeline
Phase Gate Kill Rate
Close
Objective
Effectively manage projects and efficiently align resources to deliver business strategy
Processes
Project management
Business case development
Phase gate process management
Methods for change management & risk management
Tools
Critical chain planning
Project management software
Resource management software
Dashboards
Schedule management [e.g. critical chain method (CCM)]
Organization Alignment
Functions contributing resources to the project
Improvement to organization handoffs & transitions
Leadership for cross functional work
Measures
Project schedule adherence
Time
Cost
Resource utilization
Quality
Tracking/obtaining speed to meet TTM/TTP/TT$
Close
Objective
Develop, manage and leverage performance relationships with suppliers, manufacturing and design
Processes
Innovation sourcing strategy
Strategic sourcing partner selection
Open innovation strategy
Component and material selection
Make vs. buy analysis
Global product specs
Global sourcing
Tools
Supplier certification
Collaboration and design sharing
Product data record
PLM software
Supplier innovation fairs
Currency of cost data available to product formulators
Organization Alignment
Purchasing
Quality
Supply chain
Suppliers
Design/development partners
University research
Measures
Consumer complaints
COGS
Trace & recall in real time per vendor
Vendor performance
Close
Objective
Recruit, develop, and retain high quality human resources and effective R&D management leadership
Processes
Talent acquisition
Onboarding
Performance management
Competency management
Learning & development
Succession planning
Tools
Interactive learning & training programs
Skills matrices
R&D leadership assessment
Recognition and reward system
Career path definition
Talent needs assessment
Pipeline methodology
Organization Alignment
Human resources
Product line/business unit
Strategic & tactical
Pipeline methodology
Measures
Retention rate
Training expenses / R&D expenses
Employee satisfaction rate
Close
Objective
Enable R&D to design regulatory compliance, quality, sustainability and product safety into product early in the product lifecycle
Processes
Design for regulatory compliance
Develop documentation / Proof of Compliance
Compliance Audits and Control
Health, Safety, and Environmental Practices
Tools
Product Life Cycle Management (PLM)
Laboratory Information Management Systems (LIMS)
Manufacturing Execution Systems (MES)
Knowledge Management
Organization Alignment
Purchasing
Manufacturing
Legal
Global
Measures
Recalls
Stop Shipments
Non-Compliance Reports
Close
Objective
Effectively design, resource & manage R&D operations to maximize ROI
Processes
Define Organizational Structure & Sub Processes
Design
Packaging
Quality
Engineering
Sensory
Regulatory
Applied Research
Knowledge Management
Collaboration
Commercialization
Tools
PLM
Financial & Performance Reporting
R&D Systems
Recipe & Packaging Management Systems
Electronic Lab Notebook
LIMS
Quality
Process Improvement Methods
Lean R&D
Organization Alignment
All Functions Contributing to Product Development & Management
Measures
Actual Budget vs. Planned
Resource Utilization
NPD Sales / R&D Spend
Organizational Effectiveness
Close
Objective
Manage, protect and leverage technology and intellectual property to create value
Processes
IP management & protection strategy
Knowledge sharing & management
IP licensing & commercialization
Technology roadmapping
External resource strategy
Universities
Independent research labs
Competitor IP assessment
IP to business strategy assessment
Tools
IP & technology software
Technology roadmapping
Commercialization methodology
Knowledge management systems
Search applications
Knowledge taxonomies
IP management system development
Organization Alignment
IT
Legal
Marketing
Finance (SOX compliance)
Measures
Revenue generated from IP licensing
Expected value from patent portfolio
Patent utilization rate / # of patents filed
Portfolio value
Present value of future cash flows
Fair market value
Close
Innovation 
Portfolio Management 
Project Management 
Sourcing 
Talent Management 
Regulatory & Compliance 
R&D Operations 
Intellectual Property Management 