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所在平台: Udemy |
课程主页: https://www.udemy.com/course/portfolio-management-for-innovation-projects/
课程评论:没有评论
课程名称:创新项目的投资组合管理 课程概述: 本课程聚焦于创新项目的投资组合管理,旨在提高研发投资的成功率。关键在于通过平衡不同类型的创新项目(包括保护核心业务的创新、相邻创新及变革性创新)来实现投资组合的最佳配置。课程提供了多种建议来达到这一平衡,常见的方法是根据创新的创新性和风险程度进行分类。 产品投资组合的评估利用S曲线模型,对技术的不同发展阶段进行分析。新技术在实验室阶段的性能较低,随着市场的推进进入过渡阶段,性能不断提升。如果技术存活下来,将进入指数增长阶段;此后,性能逐渐饱和,最终趋向于性能下降。在核心产品非常成熟,并位于S曲线的上缘时,建议增加对变革性创新的投资,以应对潜在的市场竞争。 此外,课程还涉及到投资组合清理,通过市场力量对早期创新进行评估,优先考虑那些竞争同一资源的项目。同时,识别和评估市场、技术和社会趋势也是关键步骤,只有与识别的趋势相联系的创新项目才能获得优先考虑。 在商业价值评估方面,本课程介绍了现代的决策工具——实物期权,帮助决策者在未来不确定的情况下进行投资决策。课程强调了在资源需求高的项目中,所需进行商业案例或科学收益评估的重要性,尽管定量评估依然是一个挑战。 总之,本课程为学习如何有效管理创新项目的投资组合提供了系统的方法论和实用工具。
Project Portfolio Management for Innovation ProjectsBalance of Projects:To improve the success rate of the research and development investments, the portfolio needs to be balanced between innovations that protect the core business, adjacent innovations and transformative ones. There are many suggestions how to achieve that balance. A common one is to use a classification between the degree of innovativeness and risk of the innovations.Assessment of current Product Portfolio:Applying the S-curve. There is a so-called development phase in which the new technology is still in a laboratory stage. The performance is still low. During the transition phase, the technology gets exposed to market forces and increases in performance. If it survives, it will enter the exponential phase. During this period, the performance is raising at an exponential rate. After some time, the performance will stagnate. This happens when a technology is reaching its physical limits. Finally, at the end of the lifecycle, the performance is even shrinking as competition is done mainly via cost reductions which might reduce the performance. If the main product is very mature and on the upper side of the S-curve, it is recommendable to increase the spend on especially transformative innovations. The more the advance on the stagnating upper level is, the more urgent is investment into transformative innovations.Portfolio cleaningApplication of market forces to early stage innovations , prioritize projects that compete for the same resourcesTrend AssessmentAnother important aspect is to address the right trends in the fields of market, technology and society. Innovations that are linked to identified trends should be prioritized. To identify such trends there are different approaches (which can be combined):- Use the Trends of Technology Evolution as a reference to identify possible next steps of a product. The Trends of Technology Evolution were developed from historic patents and show generalized lines of development. They enable the development of next logical steps of a product.Real Options for Evaluation of Business ValueCurrent decision-making process is based on presentations followed by discussion of the management team. In the current process, there are phases (ideation, MVP, pilot and scale-up) with respective presentations. Especially for project with high demand for resources, there is a demand for business case or an assessment for scientific or monetary benefits.The quantitative assessment, however, remains a challenge.· Future statements are difficult· The variability is high· New applications of the same product are difficult to judge at current state· Methods like the Business Model Canvas are useful on a qualitative level, but usually fail to deliver quantitative assessmentsReal options are a modern tool on how to make decisions regarding investments when the future is uncertain.