STAGE
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PURPOSE
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RESEARCH
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DELIVERABLES
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Stage 0: Discovery, Ideation, Inspiration
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Bring customer and market insight into a regularly held internal ideation process
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Secondary Research: Cull market and trend data; read reviews of promising products and programs; analyze customer comments, evaluation reports and other relevant stakeholder feedback.
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Monthly Discovery Document:
1. Synthesize market data
2. Identify desired benefits and barriers to fulfillment
Ideation session summary.
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Gate 1: Idea Screen
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Stage 1: Scoping, Framing, Concept Development
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Provide rationalization for new program or product and model of success
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Input Form is provided for completion by internal SMES. It summarizes their understanding of the concept. Secondary research: Market research on concept; benchmark like programs.
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Framing Report including:
1. Executive Summary
2. Market Brief – Summarizes rationale for resource commitment
3. Draft Logic Model
4. Process Flow (optional)
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Gate 2: Go to Business Case Development
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Stage 2: Build Business Case
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Assess viability
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Primary Research: Qualitative, in-depth interviews or focus groups with industry stakeholders to get initial reactions and to identify logical objections.
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1. Stakeholder survey or discussion protocol
2. Report of qualitative findings
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Gate 3: Review Business Case go to Development
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Stage 3: Develop Product or Program Prototype
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The product or program with features and functions to trade off along with articulated process (who does what, when, where, how, etc.)
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Primary Research: Quantitative testing of product or program concept by trade allies and/ or lead users/ customers. Participants are asked to trade off features and functions.
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1. Prototype with shortlist of features and functions
2. Survey instrument or focus group protocol
3. Final report with options scored
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Gate 4: Go to Test
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Stage 4: Testing & Validation
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Well designed pilot with similar treatment and control groups identified and pre-data collected for both.
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Pilot evaluation to measure process effectiveness as well as benefits achieved.
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1. Evaluation report with recommendations to improve pilot design.
2. If recommended changes are many or involved, may need to do more testing/validating prior to full launch.
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Gate 5: Go to full-scale launch
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Stage 5: Full-Scale Launch
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Frequent stakeholder feedback to monitor progress towards goal.
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1. Report of Findings
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Gate 6: Program or Portfolio Evaluation |
