Innovation management - Tools and methods for idea management - Guidance (ISO/DIS 56007:2022)

Fundamental to innovation, and to the survival and growth of an organization, is the generation, selection and development new ideas.
Ideas have the ability to make incremental improvements in the efficiency of an organisation through to prompting re-evaluation of its entire business model.
This international standard provides guidelines for the management of ideas, the people who have them and the benefits they bring. It aims to address idea management at both the strategic and operational level through:
- The culture and leadership of an organisation
- Opportunity and risk management
- Intrapreneurship
- Problem solving
- Tools and methods for managing creativity and ideas
This international standard is applicable to all organisations, regardless of size and activity. It supports the Innovation Management System of ISO 56002 but can also be used by organisations and individuals not implementing such a system.
It describes the management framework (see clauses 4 to 10) and will provide information on applicable tools and methods in Annexes.

Innovationsmanagement – Tools und Verfahren für das Ideenmanagement – Leitfaden (ISO/DIS 56007:2022)

Management de l’innovation - Outils et méthodes de management des idées - Recommandations (ISO/DIS 56007:2022)

Upravljanje inovacij - Orodja in metode za upravljanje idej - Navodila (ISO/DIS 56007:2022)

General Information

Status
Not Published
Public Enquiry End Date
29-Jun-2022
Technical Committee
Current Stage
4020 - Public enquire (PE) (Adopted Project)
Start Date
13-Apr-2022
Due Date
31-Aug-2022

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SLOVENSKI STANDARD
oSIST prEN ISO 56007:2022
01-junij-2022
Upravljanje inovacij - Orodja in metode za upravljanje idej - Navodila (ISO/DIS
56007:2022)

Innovation management - Tools and methods for idea management - Guidance (ISO/DIS

56007:2022)
Innovationsmanagement – Tools und Verfahren für das Ideenmanagement – Leitfaden
(ISO/DIS 56007:2022)
Management de l’innovation - Outils et méthodes de management des idées -
Recommandations (ISO/DIS 56007:2022)
Ta slovenski standard je istoveten z: prEN ISO 56007
ICS:
03.100.40 Raziskave in razvoj Research and development
03.100.50 Proizvodnja. Vodenje Production. Production
proizvodnje management
oSIST prEN ISO 56007:2022 en,fr,de

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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oSIST prEN ISO 56007:2022
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oSIST prEN ISO 56007:2022
DRAFT INTERNATIONAL STANDARD
ISO/DIS 56007
ISO/TC 279 Secretariat: AFNOR
Voting begins on: Voting terminates on:
2022-04-08 2022-07-01
Innovation management — Tools and methods for idea
management — Guidance
ICS: 03.100.40; 03.100.01
This document is circulated as received from the committee secretariat.
THIS DOCUMENT IS A DRAFT CIRCULATED
FOR COMMENT AND APPROVAL. IT IS
ISO/CEN PARALLEL PROCESSING
THEREFORE SUBJECT TO CHANGE AND MAY
NOT BE REFERRED TO AS AN INTERNATIONAL
STANDARD UNTIL PUBLISHED AS SUCH.
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BEING ACCEPTABLE FOR INDUSTRIAL,
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WHICH REFERENCE MAY BE MADE IN
Reference number
NATIONAL REGULATIONS.
ISO/DIS 56007:2022(E)
RECIPIENTS OF THIS DRAFT ARE INVITED
TO SUBMIT, WITH THEIR COMMENTS,
NOTIFICATION OF ANY RELEVANT PATENT
RIGHTS OF WHICH THEY ARE AWARE AND TO
PROVIDE SUPPORTING DOCUMENTATION. © ISO 2022
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oSIST prEN ISO 56007:2022
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COPYRIGHT PROTECTED DOCUMENT
© ISO 2022

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

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© ISO 2022 – All rights reserved
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Contents

Foreword .......................................................................................................................................................................... v

0 Introduction ..................................................................................................................................................... vi

0.1 General ............................................................................................................................................................... vi

0.2 Guidance ............................................................................................................................................................ vi

0.3 Framework ..................................................................................................................................................... vii

0.4 Relationship to other innovation management standards ........................................................... vii

1 Scope .................................................................................................................................................................... 1

2 Normative references .................................................................................................................................... 1

3 Terms and definitions.................................................................................................................................... 2

4 Preparing for idea management ................................................................................................................ 2

4.1 General ................................................................................................................................................................ 2

4.2 Key concepts for idea management .......................................................................................................... 2

4.3 Uncertainty ........................................................................................................................................................ 4

4.4 Fundamental questions and principles ................................................................................................... 5

4.5 Idea generation and progression .............................................................................................................. 6

4.6 Idea management considerations ............................................................................................................. 7

4.7 Idea management methods ......................................................................................................................... 8

5 People and organization ............................................................................................................................ 11

5.1 General ............................................................................................................................................................. 11

5.2 Leadership ...................................................................................................................................................... 11

5.3 Culture .............................................................................................................................................................. 12

5.4 Strategy ............................................................................................................................................................ 12

5.5 Governance ..................................................................................................................................................... 13

5.6 Idea management portfolio ...................................................................................................................... 13

5.7 Enabling factors – resources .................................................................................................................... 14

5.8 Enabling factors – organizational support .......................................................................................... 15

6 Idea management processes and activities ........................................................................................ 17

6.1 General ............................................................................................................................................................. 17

6.2 Identification.................................................................................................................................................. 18

6.2.1 Selecting the right path .............................................................................................................................. 18

6.2.2 Inspiring ideas ............................................................................................................................................... 18

6.2.3 Sourcing ideas ................................................................................................................................................ 19

6.2.4 Generating and capturing ideas .............................................................................................................. 20

6.2.5 Scoping ideas .................................................................................................................................................. 20

6.3 Concept Creation .......................................................................................................................................... 21

6.3.1 What is an innovation concept? .............................................................................................................. 21

6.3.2 Clustering/theming ..................................................................................................................................... 21

6.3.3 Concept generation ...................................................................................................................................... 22

6.3.4 Cataloguing innovation concept uncertainties .................................................................................. 23

6.3.5 Selecting concepts ........................................................................................................................................ 23

6.4 Validation ........................................................................................................................................................ 23

6.5 Testing .............................................................................................................................................................. 24

6.5.1 What is testing? ............................................................................................................................................. 24

6.5.2 Why do it? ........................................................................................................................................................ 24

6.5.3 When to do it? ................................................................................................................................................ 24

6.5.4 Who does it? ................................................................................................................................................... 25

6.5.5 What is the process? .................................................................................................................................... 25

6.6 Selection........................................................................................................................................................... 26

6.6.1 What is selection? ......................................................................................................................................... 26

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6.6.2 Why do it? ........................................................................................................................................................ 26

6.6.3 When to do it? ................................................................................................................................................ 26

6.6.4 Who does it? ................................................................................................................................................... 26

6.6.5 How does this work? ................................................................................................................................... 27

6.6.6 Proposition document ................................................................................................................................ 29

6.6.7 In the case of transition after selection ................................................................................................ 30

7 Evaluation ....................................................................................................................................................... 30

7.1 General ............................................................................................................................................................. 30

7.2 Inputs ................................................................................................................................................................ 31

7.3 Activities .......................................................................................................................................................... 31

7.4 Outputs ............................................................................................................................................................. 32

Annex A (informative) Clause 4 – Idea Management Progression and Methods ................................ 33

A.1 General ............................................................................................................................................................. 33

A.2 Progression of ideas and opportunities ............................................................................................... 33

A.3 Types of innovation ..................................................................................................................................... 33

A.4 Idea management methods and tools ................................................................................................... 35

A.5 Idea Management Method Description Examples ............................................................................ 36

Annex B (informative) Clause 5 - People and organization ....................................................................... 41

B.1 General ............................................................................................................................................................. 41

B.2 Uncertainty categories and levels .......................................................................................................... 41

B.3 Example of uncertainty level screening tool by category .............................................................. 42

B.4 Example of such as questions by category of uncertainty ............................................................. 43

Annex C (informative) Clause 6 - Idea management processes and activities .................................... 45

C.1 General ............................................................................................................................................................. 45

C.2 Inspiration for ideas .................................................................................................................................... 45

C.3 Selection criteria recommended in 6.6.5.3 ......................................................................................... 48

C.4 Example of a decision tree for go/no go selection - see 6.6.5.3 ................................................... 52

C.5 Writing a proposition ................................................................................................................................. 54

Bibliography ................................................................................................................................................................. 57

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1 Foreword

2 ISO (the International Organization for Standardization) is a worldwide federation of national standards

3 bodies (ISO member bodies). The work of preparing International Standards is normally carried out

4 through ISO technical committees. Each member body interested in a subject for which a technical

5 committee has been established has the right to be represented on that committee. International

6 organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO

7 collaborates closely with the International Electrotechnical Commission (IEC) on all matters of

8 electrotechnical standardization.

9 The procedures used to develop this document and those intended for its further maintenance are

10 described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the

11 different types of ISO documents should be noted. This document was drafted in accordance with the

12 editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).

13 Attention is drawn to the possibility that some of the elements of this document may be the subject of

14 patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of any

15 patent rights identified during the development of the document will be in the Introduction and/or on

16 the ISO list of patent declarations received (see www.iso.org/patents).

17 Any trade name used in this document is information given for the convenience of users and does not

18 constitute an endorsement.

19 For an explanation on the voluntary nature of standards, the meaning of ISO specific terms and

20 expressions related to conformity assessment, as well as information about ISO's adherence to the World

21 Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see the following URL:

22 www.iso.org/iso/foreword.html.

23 This document was prepared by Technical Committee ISO/TC 279, Innovation Management, Working

24 Group WG 3, Tools and Methods, Task Force 56007.
25 A list of all parts in the ISO 56000 series can be found on the ISO website.

26 Any feedback or questions on this document should be directed to the user’s national standards body. A

27 complete listing of these bodies can be found at www.iso.org/members.html.
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28 0 Introduction
29 0.1 General

30 The ability to innovate is central to any organization’s growth, viability, and impact within society. Idea

31 management is a process for managing ideas. This standard focuses on early-stage ideas in the front end

32 of innovation, utilizing tools and methods for identifying opportunities, creating concepts, and validating

33 concepts to be considered for development and deployment. It does not address ideas that result from

34 development and deployment activities.

35 Any organization wishing to innovate needs to bring good ideas and opportunities through to realization

36 to provide a stream of potential innovations. This idea management standard guides activities from

37 intention through to selection for development.
38 0.2 Guidance

39 This standard guides people and organizations to realize value from their ideas and opportunities at

40 strategic and operational levels.

41 Ideas and opportunities can come from anywhere, e.g., top down, bottom up, inside or outside the

42 organization. They can span the continuum of innovation types from incremental to radical.

43 Organizations will need to manage their efforts at different levels of sophistication and complexity,

44 depending on their size, maturity, context, and ambition.

45 This standard supports these different levels according to type of organization and innovation ambitions.

46 It also can help users select and adapt methods and tools that are appropriate to their specific

47 circumstances.
48 Types of organizations and users of this Standard include, for example:

49 a) established, large organizations (for profit and social value) desiring to be more systematic about their

50 idea and opportunity management activities;

51 b) small and Medium Enterprises (SMEs) looking to bring more structure to their innovation activities;

52 c) start-ups/Venture Capitalists considering how to evaluate ideas and opportunities more

53 systematically;

54 d) non-profit organizations seeking to leverage idea management activities to build a more innovative

55 organization for the benefit of their interested parties;

56 e) Non-governmental organizations (NGOs) aiming to transform innovation ecosystems through more

57 effective and efficient idea management activities;

58 f) Individuals inside or outside of an organization looking for a framework for managing ideas and

59 opportunities; and

60 g) Universities and research institutions exploring new ways to create value by addressing the needs and

61 expectations of the organization and interested parties.
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62 0.3 Framework

63 Figure 1 presents idea management as one element of an innovation management system. Idea

64 management covers the front end of innovation and includes those activities within the dashed circle.

65 The Figure emphasizes the iterative nature of idea management, with learning cycles that reduce

66 uncertainty and lead toward realizing value.

68 Figure 1 — Idea management framework in relation to ISO 56002 IMS Operation processes

69 The main clauses of this standard provide information and guidance as follows:

70 — Clause 4 focuses on preparing for idea management, including key terms of reference, fundamental

71 questions to ask, the progression of ideas, innovation drivers to consider, and different methods that

72 can apply;

73 — Clause 5 focuses on people and organizational considerations and how they could affect idea

74 management;

75 — Clause 6 details idea and opportunity management activities and their interrelationships through

76 identification, concept creation and validation (further refined into testing and selection);

77 — Clause 7 covers review and evaluation of idea management activities and efforts.

78 0.4 Relationship to other innovation management standards

79 This document relates to the ISO 56000 family of standards, developed by ISO/TC 279 as follows:

80 a) ISO 56000, Innovation management — Fundamentals and vocabulary, for understanding the main

81 terms, definitions, concepts, and principles of innovation management.

82 b) ISO 56002, Innovation management — Innovation management system — Guidance, for establishing,

83 implementing, maintaining, and continually improving an innovation management system.

84 c) ISO 56003, Innovation management — Tools and methods for innovation partnership — Guidance, for

85 working together to innovate.
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86 d) ISO/TR 56004, Innovation management assessment — Guidance, for planning, implementing, and

87 acting upon the results of an innovation management assessment.

88 e) ISO 56005, Innovation management — Intellectual property management — Guidance, for

89 establishing and implementing an intellectual property (IP) framework, strategy, and tools for IP

90 management activities.

91 f) ISO 56006 (under development), Innovation management — Tools and methods for strategic

92 intelligence — Guidance, for developing and providing intelligence to enable strategically driven

93 innovation decisions.

94 g) ISO 56008 (under development), Innovation management — Tools and methods for innovation

95 measurement — Guidance, for planning, designing, and selecting indicators and metrics to measure

96 innovation activities and portfolio.
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97 Innovation management — Tools and methods — Guidance for
98 managing ideas and opportunities
99 1 Scope
100 This document provides guidance on managing ideas and opportunities by:
101 — explaining the reasons for and the value of managing ideas effectively;
102 — describing how to prepare for idea management;
103 — addressing people and organization issues, including culture;
104 — detailing idea management activities and their interrelationships;

105 — outlining activity and process evaluation considerations that are important for innovation success.

106 This standard addresses a sub-set of processes as described in ISO 56002 – identifying opportunities,

107 creating concepts, and validating them. The activities within these processes, when managed together,

108 bring forward viable innovation concepts for development. Developing these concepts into solutions and

109 deploying these solutions is outside the scope of this standard and is addressed by ISO 56002.

110 This document provides guidance for any innovation type along the continuum from incremental to

111 radical innovation, as defined in ISO 56000.
112 This document is intended for:

113 — any user involved in innovation, whether for an organization or individual;

114 — any organization type or scale;

115 — any understanding of value realization, whether for profit, social impact, changes in strategic

116 direction, or any other purpose;

117 This standard can help organizations learn how to systematically manage their ideas and opportunities

118 to realize greater value from idea management activities to arrive at go/no–go decisions for development.

119 There is no one method or set of tools for use in all situations. Choice is impacted by a range of related

120 considerations to be addressed in this document.
121 2 Normative references

122 The following documents are referred to in the text in such a way that some or all of their content

123 constitutes requirements of this document. For dated references, only the edition cited applies. For

124 undated references, the latest edition of the referenced document (including any amendments) applies.

125 ISO 56000, Innovation management — Fundamentals and vocabulary
126 ISO 56002, Innovation management — Innovation management system — Guidance
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127 3 Terms and definitions

128 For the purposes of this document, the terms and definitions given in ISO 56000 apply. For those

129 definitions that are not included in ISO 56000, they will be included in the next version of ISO 56000.

130 ISO and IEC maintain terminological databases for use in standardization at the following addresses:

131 — ISO Online browsing platform: available at http://www.iso.org/obp To see only TC 279 definitions

132 select “Terms & Definitions” and for Committees select “ISO/TC 279”
133 — IEC Electropedia: available at http://www.electropedia.org/
134 4 Preparing for idea management
135 4.1 General
136 To prepare successfully for idea management, organizations should:
137 — align on its key terms to create a common language;
138 — ask the right questions at the right time to enable learning;
139 — address organizational considerations that are specific to innovation;
140 — gain a clear view of idea and opportunity progression; and
141 — understand how different methods can be applied.

142 Each of these considerations refers in one way or another to all or parts of three fundamental processes

143 described in ISO 56002: identification, concept creation and validation.

144 The progression idea managers seek is to learn, iteratively, to reduce uncertainty in order to achieve

145 sufficient clarity to make selection decisions as described in 4.3. The intended outcome of idea

146 management activities is to deliver validated innovation concepts that are ready for development. The

147 activities that enable this outcome are detailed in clause 6 of this document.

148 In this standard, validation is further divided into testing and selection. Testing covers all the activities

149 that contribute to reducing uncertainties to achieve an outcome as described in 4.2 and 4.3. Selection

150 covers the decision-making activities that are necessary to identify ideas or opportunities that deserve

151 further attention and ultimately become innovation concepts suitable for development. Selection may

152 also lead to rework or archiving of ideas that are not meeting selection criteria as outlined in 6.6.

153 4.2 Key concepts for idea management

154 The organization should consider the following descriptions of concepts to prepare for managing ideas:

155 — whereas idea management is a process for managing the entire idea lifecycle, this standard focuses

156 on the front end of innovation;

157 — an area of opportunity can address a current strategy or a strategic intent or can emerge due to

158 external and internal changes. It has the potential to sustain, grow or renew an organization;

159 — an idea can be inspired spontaneously or by an area of opportunity. It can address a stated or

160 unstated issue or problem to be solved, need or desire. It can emerge through serendipity or by a

161 direct challenge or brief. It can also lead to opportunities or opportunity areas;

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162 — an opportunity emerges from a set of circumstances that can lead to a potential innovation. It can also

163 lead to ideas or opportunity areas;

164 — an innovation concept is the result of evolving and refining an initial idea or opportunity or

165 integrating related ideas and opportunities;

166 — an uncertainty is a lack of knowledge or understanding across a wide range of considerations that

167 increases the unpredictability of a desired/potential innovation;
168 — a risk is a deviation from the expected arising from uncertain
...

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