Roadmap-to-successfully-preparing-your-first-assessment-workshop.pdf

IMP³rove
European Innovation Management Academy
Roadmap to successfully preparing your first assessment workshop
supported by Dr. Markus Döbbelin from Bayern Innovativ
Dr. Markus Döbbelin, Hanna Kim
November 29, 2019

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www.improve-innovation.eu; IMP³rove is a registered trademark
Agenda
 Welcome and introduction
 Preparation process
 Experience sharing session: Dr. Markus Döbbelin, Bayern Innovativ
 Final Questions and Answers

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Welcome and introduction

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Welcome and introduction
We will put you on mute to
enhance the audio quality
You are welcome to engage
throughout the whole session
• You can type in your
questions via the online
chat (right box at the bottom)
Please address the question
to “Everyone” or to “Hanna
Kim” (right box at the bottom)
• You can „raise your hand“
and we will call you up

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Preparation process

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The well-structured IMP³rove Process is driven by the
platform
Source: IMP³rove – European Innovation Management Academy, 2019
IMP³rove Process
Short-term Feedback
Long-term Feedback
Recurring or comple-
mentary assessment
Support by the IMP³rove Platform and from an IMP³rove consultant
Action plan
implementation
process
Follow-up
process
Benchmarking
process
SME recruitment for
the IMP³rove
assessment
Innovation Management
Assessment
Root Cause
Analysis
Sustainability-driven
Analysis
Digital Innovation Quotient
IMP³rove Feedback
workshop
Assessments
Preparation

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Clearly defined roles
• You are first and
foremost a business
advisor supporting
your SME
• Critically re-
evaluate what your
SME tells you
• Ask qualitative
questions outside
of the
questionnaire
which will help you
for your action plan
• Be understanding
and open to their
input
• Your SME can
provide deeper
insights into their
processes
• They need your
valuable input to
improve their
potential and
performance
• Hidden potentials
and pitfalls could
be discovered by
you during your
collaboration
• They need to be
well prepared and
open for your ideas
SME
You
Clearly defined roles and expectations will pave your way
to a fruitful collaboration
Create awareness of tasks and expectations on both sides

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Preparation is crucial to delivering quality advise to your
client based on their own set-up and context
Preparation
DESCRIBE the IMP³rove Assessment process to your client
to prepare for the assessment
REQUEST necessary data to be prepared by the client
PRESENT the value of the innovation management support service to your client
RELATE to the particular context of your client
FAMILIARISE yourself with the IMP³rove questionnaire
UNDERSTAND how the IMP³rove Platform works
Consultant’s preparation

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Solid preparation of the IMP³rove Assessment Workshop
should build on three pillars
Three pillars of solid IMP³rove Assessment
Workshop preparation
• Clear agenda for
everyone
involved
• Clear actions
• Compelling value
proposition
• Full transparency of IMP³rove
process to all stakeholders
• Profound knowledge of
platform
• Professional documentation of
results
• Clearly defined dates and
location
• Preparation of venue and
availability of documents
• Preparation of travel for
timely start of the
Assessment Workshop
Successful Feedback
Content
preparation
Technical
preparation
Logistical
preparation

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Preparation
The company should prepare the data which will be filled in
during the IMP³rove Innovation Management Assessment
• Balance sheets of the past 4 years respective as of year of foundation
• Account statements of the past 4 years respective as of year of foundation
• Number of employees (headcounts) of the last four years
• Operational profits of the last four years (EBIT: Earnings before interest and tax): Please consider
the EBIT definition to ensure comparability of results!
• Income (from sales and other income streams) of the last fouryears
• Share of exports from sales
Financial
figures
Innovation
performance
Industry-
specific
performance
criteria
• Time-to-market/Time-to-profit of the most important product/service groups (product/ service
groups with the highest contribution to profitable growth over the last 3 years)
• Life-cycle (in years) of the most important product/service groups (e.g. those product/ service
groups with the highest contribution to profitable growth)
• Contribution of organic growth to profitable growth over the last 4 years
• Contribution of innovation to overall operational profit (EBIT: Earnings before interest and tax)
• Cost reduction achieved from innovation over the last 4 years
• Innovation spend during the last 4 years
• Sales from product and service innovations not older than 3 years over the last 4 years
• Life-cycle (in years) of the most important product/service groups (e.g. those product/ service
groups with the highest contribution to profitable growth)
Required data IMA

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• Expected
compound annual
growth rate of
revenue over the
next three years
• Average share of
revenue spent on
digital projects in
the last three years
• Number of non-
integrated IT
applications
involved in sales
• Downtime of IT
system during the
last year in hours
• Number of
internal/external
resources dedicated
to digital innovation
initiatives (idea
generation,
development and
implementation)
• Share of employees
with digital
capabilities
• Revenue and
operational profit of
the last year
• Growth in revenue,
operational profit
and number of
employees over the
last three years
• Share of revenue
generated by digital
vs. other offerings
as well as by digital
innovations
• Time-to-market of
digital vs. other
offerings
• Size of social media
network
• Share of revenue
via digital sales
channels
Digital business
model
Digital processes
Digital ecosystem &
culture
Enablers for digital
innovation
€ …
Digital innovation
strategy
The following quantitative data can be collected before-
hand to ensure a smooth completion of the assessment
Required data DIQ
Preparation

Assessment phase gives you a unique opportunity to learn
about your client and introduce them to the topic of IM
One-to-one assistance
• Send the important information about the
process to your client and request thefinancial
data to be prepared well in advance
• Clarify questions your client might have prior to
the meeting
• Schedule an on-site visit (2-4 hours) withyour
client to fill in the questionnaire
• Structure the on-site visit (Introduction to
Innovation Management, discussions about
the client’s needs, expected out-come of the
session, completion of questionnaire,wrap-up,
next steps)
• Outline the next steps, generate firstreport,
schedule the FeedbackWorkshop
Assess-
ments
The IMP³rove Assessment setting
X/mm.yyyy/00000 12
Preparation
Gaining further insights
• This setting allows for:
• more personal questions
• a deeper level of understanding your
client
• what „prevents them from sleeping at
night“
Where do you
see the biggest
potential for
improvement?
How would you
describe your
team work?
What do you hope to
achieve within the
next 5 years?

Assessment phase gives you a unique opportunity to learn
about your client and introduce them to the topic of IM
Strategy workshop
• Send the important information about the
process to your client and request thefinancial
data to be prepared well in advance
• Clarify questions your client might have prior to
the meeting
• Decide with your client about the timing and
set-up of a strategy workshop (number of
participants, required functions and hierarchy
levels, duration of the workshop, etc.)
• Structure the strategy workshop to ensurea
successful completion of the questionnaire
• Ensure that there is a colleague with youto
make notes, observe the interaction of the
group
• Outline the next steps, generate firstreport,
schedule the FeedbackWorkshop
Assess-
ments
www.improve-innovation.eu; IMP³rove is a registered trademark X/mm.yyyy/00000 13
The IMP³rove Assessment setting
Preparation
Gaining further insights
• This setting allows for:
• Different views from different
departments and hierarchy levels
• Open discussions on collaborative
improvements
• Fostering understanding of each other
within the different teams and
departments
What issues
hinder
interdisciplinary
day-to-day work?
Which changes would
you like to see next
week?

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Continuous support
IMP³rove Academy provides continuous support on various
issues to EEN staff members
Which
benchmarking
criteria would fit
best?
How to read the
benchmarking
report correctly?
How to lead the
strategy workshop
with my SME?
Individual phone
coaching
Ad-hoc email
coaching
Supporting web
sessions
Supporting
documents
How to apply the
strategy framework
to my SME?
How can we ensure
the staff’s
involvement in idea
generation?

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Experience sharing session:
Dr. Markus Döbbelin, Bayern
Innovativ

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IMP³rove Webinar, 29th November 2019
Roadmap to successfully preparing for your first
assessment workshop
Bayern Innovativ GmbH, EEN Bavaria

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Markus Doebbelin
PhD Chemistry
Project Manager EEN
Innovation Consultant
Introduction
Roadmap to successfully preparing for your first assessment workshop | 29.11.2019 | 17

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1. Bayern Innovativ in the EEN
- location, focus, expertise
2. IMP3rove assessment - preparation and practical
advices
Contents

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Bayern Innovativ GmbH
Bayerische Gesellschaft für Innovation und Wissenstransfer mbH
Am Tullnaupark 8
90402 Nuremberg
Germany

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• Bavaria’s organisation
for innovation, technology and knowledge transfer
• GmbH (limited company), founded in 1995 by politics, industry and
science
• About 130 employees, turnover approx. 14 Mio € p.a.
• Mission:
- Boost the innovation dynamics in Bavaria
- Foster a sustainable innovation ecosystem

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Partner in European networks since 1995

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EEN Bavaria: 9 Partners

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Open Innovation and Technology Cooperation
• Partnering services for SMEs (POD, BE, CM, …)
• Enabling advisory services (advice, capacity building)
• Enhancing the Innovation Management Capacities
of SMEs (EIMC)
Bayern Innovativ’s focus in the EEN:

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1. Bayern Innovativ in the EEN
- location, focus, expertise
2. IMP3rove assessment - preparation and practical
advices
Contents

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House of Innovation
• The Innovation Management
Assessment consists of 5 dimensions
• It will assess the company’s critical
success factors of innovation
The IMP3rove assessment

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IMP3rove assessment - general process
An assessment usually consists of three meetings with the company:
• Preparatory discussion: Ideally face-to-face meeting, clarification of
important key terms of innovation management and information on the
procedure - duration approx. 1-2 hours.
• Half-day assessment workshop. Ideally, representatives from business
management, development, production and sales should participate in the
assessment.
• Presentation of the results and support in the development of an
individual time and action plan - duration approx. 1-2 hours.

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Before the first meeting with the company
Get familiar with the company’s business and innovation activities
• Website
• Value proposition
• Patent activities
• Publications
• Social media activities
• etc.

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First meeting - Preparatory discussion
• Identify the company’s needs and expectations from the IMP3rove assessment
• Clarify important key terms of innovation management
• Financial data
• If you can, visit the company for the preparatory discussion. Face-to-face meetings are
crucial and the basis for a long-term cooperation. The assessment is a perfect starting
point
• Be “really” interested in the company, they will sense that and share (even more) their
thoughts and ideas
• Some companies might offer you a factory tour - this is a great chance to learn more
about the company

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This information is needed for dimension 3
“Innovation Life Cycle Processes“
• Time-to-market
• Time-to-profit
• Life cycle
• Radical innovations in the past 4 years
• Incremental innovations in the past 4 years
Ask the company to prepare this information
punctually before the assessment workshop
Key terms and inputs

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Key terms - useful definitions
INNOVATION
• Turning new ideas into economic market success
• Creating products, services, processes, or business models that are new to the
business, industry, or the world
• Innovations are inventions that can be successfully commercialised
INNOVATION MANAGEMENT
• “Planning, controlling and managing innovation in a business as part of the
implementation of its business strategy”
• Intuitive or systematic (DIN CEN / TS 16555)

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The Financial input sheet is available from the IMP3rove support kit:
https://www.improve-innovation.eu/our-services/support-kit/support-material/
The financial data is needed for dimension 5.
“Innovation Results”
• Income
• Income from radical/incremental innovations
• EBIT
• Cost reductions
• etc.
Ask the company to prepare this information
punctually before the assessment workshop
Financial inputs

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Before the IMP3rove assessment workshop
• Send the company an email invitation via your IMP3rove account to register on
the IMP3rove website for an "Assisted Assessment“ - the assessment will be
carried out via the IMP3rove account of the company
• Fix a date with the company for the IMP3rove assessment workshop

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Get familiar with the assessment
• Make use of the IMP3rove trainings plattform: https://train.improve-innovation.eu
• Get familiar with the terms used in the assessment... there will surely be questions
during the assessment
• Carry out an IMP3rove assessment within your company - you might be surprised
about the outcome  & and you get practical training
• Talk to experienced IMP3rove guides within your organisation if you have questions
or doubts
• And at best: carry out your first IMP3rove assessments with experienced colleagues
• Ideally 2 IMP3rove guides for the assessment : 1 moderator / 1 person takes notes
(you can prepare a printout of all questions)
The IMP3rove assessment workshop - practical advices

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• The CEO might be dominant sometimes, make sure that all workshop participants
give their opinions (not always easy…)
• You can prepare cards for the valuation (some questions are rated from 1 to 7)
• During the discussions the most important things come up, take notes
• If a discussion gets lost in detail, intervene, you are the workshop moderator
• Make enough breaks
• Relax, an assessment takes around 3 hours and sometimes longer

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• After submission of the assessment you will receive a confirmation email from the
IMP3rove academy
• After validation, you can determine the benchmark comparison group in agreement
with the company and request an IMP3rove report

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• Every company is different every IMP3rove assessment is different
• Always be open: sometimes companies bring up useful points you haven’t been
thinking about before
• The results discussion should be at latest 1 month after the assessment
• You get better with every assessment
The IMP3rove assessment workshop - general advices

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IMP3rove results discussion
Results presentation*
• Summary of the 5 dimensions (IMP3rove report)
- Innovation strategy
- Innovation organisation and culture
- Innovation life-cycle management
- Enabling factors
- Innovation results
• Recommendations for action
• Creation of an action plan with the company
*Remark: there are different approaches to the results workshop

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IMP3rove results discussion
Take advantage of the training offered by the IMP³rove Academy
• Introduction to the IMP³rove Approach
• Action Plan Development
• Introduction to Innovation Management
https://www.improve-innovation.eu/our-services/training/courses/

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IMP3rove checklist
 Send your client:
 Call your client
again one week
ahead of the
assessment
• IMP3rove
invitation
• Financial input
sheet
• Key terms input
sheet
 A meeting room
with laptop/PC,
internet access and
a large screen or
video projector is
needed
 Your client should
hold IMP3rove
access data ready
 Prepare possible
actions for the action
plan
 Take your assessment
confirmation
document with you
 Send your client:
• Results presentation
• IMP3rove report
• IMP3rove certificate

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IMP3rove Innovation Management Assessments - guide for companies
1) In a preparatory discussion with your IMP3rove guide, important key terms of innovations management are explained
and jointly defined for the practice of your company. You will also receive a table with some key metrics that you need
to prepare in advance for the smoothest possible assessment process.
2) After the preparatory discussion, you will receive an email invitation to register your company on the IMP3rove
website for an "Assisted Assessment". Please follow the supplied link and enter your company data there. This includes
the industry and sub-industry that best suits your business. This is required for the assignment to a comparison group
(benchmark).
3) Your IMP3rove guide will automatically be notified by email about your registration. She/he will then contact you to
confirm the date of the assessment, which can take place either at your company or at the organization of your
IMP3rove guide. Ideally, representatives from business management, development, production and sales should
participate in the assessment.
4) For the assessment, a meeting room with laptop/PC, internet access and a large screen or video projector is needed.
Answering the questionnaire will take around 3 hours, depending on your group's need for discussion for individual
answers. The IMP3rove guides will moderate the survey.
5) With the submission of the survey, your information is no longer changeable. Following the confirmation by your
IMP3rove guide, various IMP3rove assessment reports can be generated. Your IMP3rove guide will evaluate these reports
for you and work out important key messages for you.
6) In a results discussion about 1-2 weeks after the survey, the IMP3rove guides will present the results of the IMP³rove
Innovation Management Assessment, discuss with you starting points for concrete improvements and support you in
drawing up your individual time and action plan. You will receive a certificate from the IMP3rove Academy upon
completion the assessment.

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Thank you for your attention!
Do you have questions or comments?

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The world’s largest
support Network for SMEs with
international ambitions

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Visit een.ec.europa.eu
to find the Network near you
Contact us
Follow us at
Bayern Innovativ GmbH
Partner in the Enterprise Europe Network
Am Tullnaupark 8
90402 Nuremberg
www.een-bayern-innovativ.de

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Final Q&A

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Any further
questions?
?

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Please also check our online training calendar for up-coming training courses:
https://www.improve-innovation.eu/training-calendar/
If you are interested in organizing an in-house training, please contact us:
info@improve-innovation.com
+49 211 1377 2305
Join us in one of our next training courses
Action Plan Development
January 08-09, 2020, Warsaw,
Poland
Introduction to the IMP³rove
Approach
January 13-14, 2020, Paris,
France
Introduction to the Digital
Innovation Quotient
January 15-16, 2020, Paris,
France
Agile Innovation Project Management Training to launch in 2020

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Thank you very much for your attention and –
have a nice weekend!
IMP³rove –
European Innovation Management
Academy EWIV
Dreischeibenhaus 1
D-40211 Düsseldorf
Germany
Tel: +49 (0)211 1377 0
Fax: +49 (0)211 1377 2999
info@improve-innovation.com
www.improve-innovation.eu
About the IMP³rove – European
Innovation Management Academy
IMP³rove – European Innovation Management
Academy EWIV offers innovation management
support services to enterprises, consultants and
intermediaries.
It also provides financial actors, policy makers
and academia with consulting support and
technical assistance related to innovation and
innovation management. With its global network,
the IMP³rove Academy has set the European
standard for innovation management
assessment. The IMP³rove Academy emerged
from the European Commission's flagship
program “IMP³rove”.
It was supported by the European Commission's
Competitiveness and Innovation Framework
Programme and receives continued support by
Horizon2020.

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