SIST EN ISO 56008:2024
(Main)Innovation management - Tools and methods for innovation operation measurements - Guidance (ISO 56008:2024)
Innovation management - Tools and methods for innovation operation measurements - Guidance (ISO 56008:2024)
This document provides guidance for the definition, implementation, evaluation, and improvement of the measurements necessary to effectively manage innovation activities in an organization. It establishes the fundamentals of innovation operation measurements and guides their application towards four areas:
— measurements for establishing and launching innovation initiatives;
— measurements for innovation processes;
— measurements for innovation initiatives;
— measurements of innovation portfolios.
This document is applicable to:
— organizations that are seeking to define and implement an innovation operations measurement approach;
— organizations and interested parties seeking to improve the areas of accountability, transparency, and evidence-based assessment of innovation operations;
— customers, investors, and other interested parties, seeking confidence in the organization’s innovation operations management and its results;
— providers of training in innovation operations and measurements, including assessment of and consultancy for achieving results;
— experts in innovation operations evaluation and impact assessment, favoring the use of a harmonized international guidance standard;
— innovation policy makers and program managers who are looking to obtain evidence of progress and desired outcomes of innovation activities supported through public policies and programs.
All of the guidance provided within this document is generic and intended to be applicable to:
— all types of organizations regardless of sector or size, whether they be private, public, not-for-profit, governmental or societal;
— all types of innovations (e.g. product, service, process, model, and method) ranging from incremental to radical;
— all types of time horizons, from short-term to long-term evaluation and measurement.
Innovationsmanagement - Werkzeuge und Methoden für die Messung von Innovationsabläufen - Leitfaden (ISO 56008:2024)
Dieses Dokument gibt Anleitung bei der Festlegung, Umsetzung, Bewertung und Verbesserung von Messungen, die für ein wirksames Management von Innovationsaktivitäten in einer Organisation benötigt werden. Es legt die Grundlagen der Messung der Durchführung der Innovationsabläufe fest und dient als Anleitung zu deren Anwendung in den folgenden vier Bereichen:
Messungen für die Einführung und Ergreifung von Innovationsinitiativen;
Messungen für Innovationsprozesse;
Messungen für Innovationsinitiativen;
Messungen von Innovationsportfolios.
Dieses Dokument ist anwendbar für:
Organisationen, die bestrebt sind, einen Ansatz zur Messung der Durchführung der Innovationsabläufe festzulegen und umzusetzen;
Organisationen und interessierte Parteien, die bestrebt sind, die Bereiche Rechenschaftspflicht, Transparenz und evidenzbasierte Beurteilung der Durchführung der Innovationsabläufe zu verbessern;
Kunden, Investoren und andere interessierte Parteien, die Vertrauen in die Geschäftsführung der Organisation für die Durchführung der Innovationsabläufe und dessen Ergebnisse sucht;
Anbieter von Schulungen zu der Durchführung der Innovationsabläufe und deren Messungen, einschließlich Beurteilung und Beratung zur Erzielung von Ergebnissen;
Fachleute für die Bewertung der Durchführung der Innovationsabläufe und Auswirkungseinschätzung, die die Anwendung einer harmonisierten internationalen Leitfadennorm bevorzugen;
Entscheidungsträger in der Innovation und Programmmanager, die Belege für die Fortschritte und die gewünschten Resultate der durch öffentliche Politik und Programme geförderten Innovationsaktivitäten zu erhalten wünschen.
Alle in diesem Leitfaden enthaltenen Anleitungen sind allgemeiner Art und vorgesehen für die Anwendbarkeit auf
- alle Arten von Organisationen, unabhängig von der Branche oder ihrer Größe, ob privat, öffentlich, gemeinnützig, staatlich oder gesellschaftlich;
- alle Arten von Innovationen (z. B. Produkte, Dienstleistungen, Prozesse, Modelle und Verfahren), von inkrementellen bis hin zu radikalen;
- alle Arten von Zeithorizonten, von der kurzfristigen bis zur langfristigen Bewertung und Messung.
Management de l’innovation - Outils et méthodes pour les mesures des opérations d’innovation - Recommandations (ISO 56008:2024)
Le présent document fournit des recommandations relatives à la définition, la mise en œuvre, l’évaluation et l’amélioration des mesures nécessaires à la gestion efficace des activités d’innovation au sein d’un organisme. Il établit les principes fondamentaux des mesures des opérations d’innovation et guide leur application dans les quatre domaines suivants:
— mesures relatives à l’établissement et au lancement d’initiatives d’innovation;
— mesures relatives aux processus d’innovation;
— mesures relatives aux initiatives d’innovation;
— mesures relatives aux portefeuilles d’innovation.
Le présent document s’applique:
— aux organismes qui cherchent à définir et à mettre en œuvre une approche de mesure des opérations d’innovation;
— aux organismes et parties intéressées qui cherchent à améliorer les domaines de responsabilité managériale, de transparence et d’évaluation fondée sur des preuves des opérations d’innovation;
— aux clients, aux investisseurs et autres parties intéressées qui cherchent à s’assurer du management des opérations d’innovation de l’organisme et de ses résultats;
— aux prestataires de formation aux opérations d’innovation et aux mesures, y compris l’évaluation et le conseil pour obtenir des résultats;
— aux experts dans l’évaluation des opérations d’innovation et de l’impact, en favorisant l’utilisation d’une Norme internationale harmonisée de recommandations;
— aux décideurs et responsables de programmes en matière d’innovation qui cherchent à obtenir des preuves des progrès et des effets souhaités des activités d’innovation soutenues par les politiques et les programmes publics.
Toutes les recommandations fournies dans le présent document sont génériques et destinées à s’appliquer à:
— tous les types d’organismes, quels que soient leur secteur ou leur taille, qu’ils soient privés, publics, à but non lucratif, gouvernementaux ou sociétaux;
— tous les types d’innovations (par exemple, produit, service, processus, modèle et méthode) allant des innovations incrémentales jusqu’aux innovations radicales;
— tous les types d’horizons temporels, de l’évaluation et de mesures à court terme jusqu’à long terme.
Upravljanje inovativnosti – Orodja in metode za merjenje inovativnega procesa – Napotki (ISO 56008:2024)
Pomembne meritve, ki vodijo do pravočasnega učenja, korektivnih ukrepov in izboljšav, so ključne za podporo upravljanja inovacijskih dejavnosti v organizaciji, s čimer se zagotovita njeno preživetje in uspešen razvoj (tj. večja konkurenčnost za podjetja in/ali večja učinkovitost in pomembnost za javne organizacije).
Ta predlagani standard o orodjih in metodah dopolnjuje standard ISO 56002 o sistemu upravljanja inovacij. Podaja napotke za opredelitev, izvedbo, vrednotenje in nadaljnjo izboljšavo meritev, potrebnih za učinkovito upravljanje inovativnih procesov v organizaciji.
Ta standard zlasti usmerja:
– načrtovanje za uskladitev merjenja inovacij s strategijo, operativnimi cilji in sistemom upravljanja inovacij organizacije;
– izbiro kazalnikov za merjenje napredka inovacijskih dejavnosti in uspešnosti portfelja inovacij;
– oblikovanje načinov za merjenje posameznega kazalnika (s kvantitativnimi ali kvalitativnimi metrikami) na jasen in učinkovit način;
– izbiro pogostosti in pričakovanih ciljev uspešnosti za merjenje inovacij;
– zagotavljanje potrebne podpore za učinkovito merjenje inovacij in upravljanje njihovega razvoja: financiranje, ljudje, infrastruktura, pravni vidiki, dokumentacija in komunikacije;
– vrednotenje rezultatov meritev, izvajanje korektivnih ukrepov, učenje in komuniciranje;
– pregled in posodobitev postopka merjenja inovacij organizacije v smislu učinkovitosti pri doseganju načrtovanih rezultatov inovacij in zmanjševanju tveganj.
Smernice za merjenje inovacij, ki jih zagotavlja ta standard, so uporabne za vse vrste organizacij (ne glede na sektor in velikost) in vse vrste inovacij (neodvisno od časovnega obdobja).
Ta standard podaja splošne napotke. Čeprav navaja nekaj primerov meritev v uporabi, ne predpisuje posebnih orodij, metod za merjenje inovacij ali metrik.
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
01-julij-2024
Upravljanje inovativnosti – Orodja in metode za merjenje inovativnega procesa –
Napotki (ISO 56008:2024)
Innovation management - Tools and methods for innovation operation measurements -
Guidance (ISO 56008:2024)
Innovationsmanagement - Werkzeuge und Methoden für die Messung von
Innovationsabläufen - Leitfaden (ISO 56008:2024)
Management de l’innovation - Outils et méthodes pour les mesures des opérations
d’innovation - Recommandations (ISO 56008:2024)
Ta slovenski standard je istoveten z: EN ISO 56008:2024
ICS:
03.100.40 Raziskave in razvoj Research and development
03.100.70 Sistemi vodenja Management systems
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
EN ISO 56008
EUROPEAN STANDARD
NORME EUROPÉENNE
May 2024
EUROPÄISCHE NORM
ICS 03.100.01; 03.100.40
English Version
Innovation management - Tools and methods for
innovation operation measurements - Guidance (ISO
56008:2024)
Management de l'innovation - Outils et méthodes pour Innovationsmanagement - Werkzeuge und Methoden
les mesures des opérations d'innovation - für die Messung von Innovationsabläufen - Leitfaden
Recommandations (ISO 56008:2024) (ISO 56008:2024)
This European Standard was approved by CEN on 26 April 2024.
CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and
United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2024 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 56008:2024 E
worldwide for CEN national Members.
Contents Page
European foreword . 3
European foreword
This document (EN ISO 56008:2024) has been prepared by Technical Committee ISO/TC 279
"Innovation management" in collaboration with Technical Committee CEN/TC 389 “Innovation
Management” the secretariat of which is held by UNE.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by November 2024, and conflicting national standards
shall be withdrawn at the latest by November 2024.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
Any feedback and questions on this document should be directed to the users’ national standards
body/national committee. A complete listing of these bodies can be found on the CEN website.
According to the CEN-CENELEC Internal Regulations, the national standards organizations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,
Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,
Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of
North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and the
United Kingdom.
Endorsement notice
The text of ISO 56008:2024 has been approved by CEN as EN ISO 56008:2024 without any modification.
International
Standard
ISO 56008
First edition
Innovation management — Tools
2024-04
and methods for innovation
operation measurements —
Guidance
Management de l’innovation — Outils et méthodes pour les
mesures des opérations d’innovation — Recommandations
Reference number
ISO 56008:2024(en) © ISO 2024
ISO 56008:2024(en)
© ISO 2024
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ii
ISO 56008:2024(en)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 2
4 Fundamentals of innovation operation measurements . 4
4.1 Principles of innovation management and innovation operation measurements .4
4.2 Innovation operation measurements process .5
4.3 Innovation operation measurement framework, indicators and metrics .6
4.3.1 General .6
4.3.2 Frameworks for innovation operation measurements .6
4.3.3 Innovation indicators .7
4.3.4 Innovation metrics .7
4.4 Leadership and strategy for innovation operation measurements .8
4.4.1 Leadership.8
4.4.2 Innovation operation measurement strategy .9
4.5 Planning and designing innovation operation measurements .9
4.5.1 Innovation operation measurements plan .9
4.5.2 Design of innovation operation measurements .10
4.6 Support for innovation operation measurements .11
4.7 Data collection and action . 12
4.7.1 General . 12
4.7.2 Gathering measurement data . 12
4.7.3 Analyzing measurement data . 12
4.7.4 Measurement-based corrective action . 13
4.7.5 Measurement-based learning and improvement. 13
5 Measurements for establishing innovation operations .13
5.1 General . 13
5.2 Context measurements for establishing innovation initiatives.14
5.3 Measurements of leadership and culture for establishing innovation initiatives . 15
5.4 Measurements of planning and support for establishing innovation initiatives . 15
6 Innovation process measurements . 17
6.1 General .17
6.2 Measurements for identifying innovation opportunities .18
6.3 Measurements in creating innovation concepts .19
6.4 Measurements in validating concepts .19
6.5 Measurements in developing innovation solutions . 20
6.6 Measurements in deploying innovation solutions .21
7 Innovation initiative measurements .21
7.1 General .21
7.2 Measurements in the preparation of innovation initiatives . 22
7.3 Measurements of activities towards initiative concept validation . 23
7.4 Measurements of activities in development of initiative solution. 23
7.5 Measurements of activities in initiative solution deployment . 23
7.6 Measurements of innovation initiative outcomes .24
8 Innovation portfolio measurements .24
8.1 Measuring portfolios of innovation initiatives .24
8.2 Selecting a balanced set of innovation portfolio measurements . 26
8.3 Innovation portfolio constituent analysis (IPCA) maps and review scorecards . .27
9 Assessing and improving innovation operation measurements .27
9.1 Establishing the assessment .27
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ISO 56008:2024(en)
9.1.1 Identification of reviewers .27
9.1.2 Timing of the assessment . 28
9.1.3 Scope of the assessment. 28
9.2 Assessing the suitability of innovation operation measurements . 28
9.2.1 Assess the set of measurements and the innovation measurement framework . 28
9.2.2 Optional additional assessment . 29
9.3 Improving the set of innovation operation measurements . 29
9.3.1 General . 29
9.3.2 Removing metrics . 29
9.3.3 Revising metrics . 29
9.3.4 Adding metrics . 30
Annex A (informative) Selection considerations and examples of indicators and metrics for
innovation operation measurements .31
Annex B (informative) Examples of measurements for establishing innovation initiatives .33
Annex C (informative) Examples of innovation process measurements .44
Annex D (informative) Examples of indicators and metrics for innovation initiatives .60
Annex E (informative) Examples of indicators, metrics and methods for measuring innovation
portfolios .65
Bibliography .73
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ISO 56008:2024(en)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out through
ISO technical committees. Each member body interested in a subject for which a technical committee
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with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are described
in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the different types
of ISO document should be noted. This document was drafted in accordance with the editorial rules of the
ISO/IEC Directives, Part 2 (see www.iso.org/directives).
ISO draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent
rights in respect thereof. As of the date of publication of this document, ISO had not received notice of (a)
patent(s) which may be required to implement this document. However, implementers are cautioned that
this may not represent the latest information, which may be obtained from the patent database available at
www.iso.org/patents. ISO shall not be held responsible for identifying any or all such patent rights.
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related to conformity assessment, as well as information about ISO's adherence to the World Trade
Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 279, Innovation management, in collaboration
with the European Committee for Standardization (CEN) Technical Committee CEN/TC 389, Innovation
management, in accordance with the Agreement on technical cooperation between ISO and CEN (Vienna
Agreement).
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www.iso.org/members.html.
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ISO 56008:2024(en)
Introduction
0.1 Why innovation operation measurements are critical for success
An organization’s ability to innovate is recognized as a key factor for sustainability, competitiveness,
economic success, increased well-being, and the development of society. However, one cannot understand
and manage innovation operations without measuring them.
This document guides organizations on the design and implementation of measurements in managing
their innovation operations. This document helps organizations think, design, implement, measure and
take actions based on measurement results. It provides examples of innovation operation measurements,
indicators and metrics, but does not prescribe any specific ones. It is a guidance standard applicable to
innovation operations in organizations of all kinds, and sizes and for all types of innovation.
Innovation is characterized by novelty and value creation. Thus, by definition, it involves risk-taking in coping
with the unknown and uncertain in a manner fundamentally different from that of established operational
activities. Attempting to innovate without acknowledging the fundamentally non-linear, iterative, and high
uncertainty-fraught nature of innovation operations invites costly errors, high probability of failure, and
needless waste of time, material, and financial resources. Furthermore, in the light of our global and local
challenges, as put forward in the UN Agenda 2030 for Sustainable Development, innovation is becoming
more needed than ever. Hence, the need for organizations to be able to measure the value created by their
innovation operations, their results and outcomes for themselves and their interested parties, while helping
to determine the impacts (positive/negative, intended/unintended) they can have on the economy, society,
and the environment with regards to the UN Sustainable Development Goals (SDGs).
Measurements, when designed, implemented, and reviewed properly, increase the success ratio of innovation
operations. They participate in reducing uncertainty and validating key assumptions that are critical to
the success of an innovation initiative (e.g. demand, feasibility, profitability, adaptability), while enabling
evidence-based decisions for go/no-go/pivot/refine decisions along the innovation operations.
Measurements also help shape how organizations determine their objectives, generate, and maintain know-
how, undertake tasks while monitoring the progress of projects/initiatives, operate with external factors,
establish incentives, and assess the results, outcome, and impacts of their innovation operations.
A proper set of measurements contributes to an effective framework for strategic/tactical/operational
decision making, planning, value-creation/impact assessment, and overall organizational learning. Such
a set of measurements or innovation operation measurement framework, is useful at all levels of the
organizations, from top management to people conducting innovation activities on the ground.
The quality of decision-making largely depends on how well the measurements are chosen, implemented,
and interpreted. Therefore, organizations can consider the following questions:
— Why measure: Because measurements are essential for understanding the situation, making evidence-
based decisions, and managing activities towards success.
— What to measure: Deciding on the indicators providing relevant information on either the situation or
the system, or both.
— How to measure: Designing and selecting the appropriate metric for each indicator, i.e. formulae by
which the indicator can be valued qualitatively or quantitatively; how to implement the measurement,
i.e. select right tools, collect data and analyze it while considering the implied cost and benefits.
— Who should measure: Organizational entities related to the measurement processes and their roles (data
retrieval, data synthesis, interpretation, responsibility, and accountability for the measurements).
— Who benefits: The measurements should be adapted to the needs and purpose of the persons implementing
and interpreting them.
— When to measure: The appropriate time and duration for doing the measurement.
— Where to measure: In which part of the organization should the measurement be done.
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ISO 56008:2024(en)
— How to interpret measurements’ results and act following the measurements to correct the situation if
necessary and to draw relevant lessons.
Measuring is a key management action and should address the following fundamental inquiries concerning
the status, evolution, and performance of an organization’s innovation operations:
— Are we doing the right things?
Are we aligned with respect to the organization’s mission, innovation vision, strategy, policy, and
objectives? Are we addressing the most critical innovation opportunities for our organization? Have
we gathered the necessary evidence to reduce the uncertainties that are critical to the success of our
innovation operations?
— Are we doing these things in the right way?
Do we have the necessary and sufficient leadership, resources, capabilities, effective processes, required
support, and organizational structures to proceed towards success legally and ethically? Do we generate
sufficient evidence for effective and efficient evidence-based decision-making?
— Are we succeeding?
How well (or poorly) are we doing? Are we achieving sufficiently valuable results and outcomes, thereby
increasing our relevance to interested parties? Do we understand the value and impact our innovations
are creating on society, the environment, and the economy?
The way people and their activities are assessed and measured has a significant impact on their behaviour,
thus requiring careful design of innovation operations measurements to ensure that the right behaviours
are nurtured and supported.
There is no universally appropriate collection of innovation operation measurements. Each organization
can consider its own dynamic context, the evolving needs, and expectations of its interested parties, its
objectives, and its innovation initiatives to devise its own appropriate set of measurements or innovation
operation measurements framework.
0.2 Benefits of innovation operation measurements
The benefits of implementing a systematic approach to measuring innovation operations involve the
following:
— strategic positioning to focus the efforts and innovation resources on the desired outcomes while
optimizing opportunities versus risk;
— enabling an evidence-based decision-making process for determining innovation operational issues,
along with their progress, results, and outcomes;
— ensuring adequate and timely resource allocation for innovation operations;
— monitoring the expected progress of innovation operations and adjusting them in time for meeting
objectives efficiently;
— generating needed evidence to manage innovation processes for go/no-go/ pivot/ refine decisions to
advance innovation activities concretely;
— ensuring that innovation operations management is relevant, ethical, effective, and efficient;
— nourishing an innovation culture that targets value creation, and rewarding and recognizing innovators;
— providing reliable, relevant and useful data on value creation opportunities for attracting investments
and the engagement of interested parties;
— ensuring that the innovation results contribute to value creation and the intended impacts of the
organization’s Innovation Management System (IMS).
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ISO 56008:2024(en)
0.3 Structure of this document
This document is structured to present measurements concerning innovation operations within an
organization. In addition to the Introduction (Clause 0), Scope (Clause 1), Normative references (Clause 2), and
Terms and definitions (Clause 3), this document contains six clauses as shown in Figure 1. An introductory
Clause 4 provides the fundamentals of innovation operation measurements. Clause 5 provides guidance on
measurements related to the context, leadership, planning, and supporting elements of the organization that
will trigger or impact innovation operations. Three central clauses provide guidance on measurements for
innovation operations at the innovation process (Clause 6), innovation initiative (Clause 7), and innovation
portfolio (Clause 8). Clause 9 is dedicated to continual review and improvement of the set of measurements
and/or the innovation operation measurement framework. Additionally, Annexes A to E provide detailed
examples of indicators and metrics related to Clauses 5 to 8 respectively.
Figure 1 — Core clauses of ISO 56008 (this document)
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ISO 56008:2024(en)
The core ISO 56008 clauses on innovation operation measurements are as follows:
— Clause 4 Fundamentals of innovation operation measurements – provides guidance on the role of
measurements in addressing the uncertainties and risks of innovation activities, the high-level processes
involved, and the leadership, strategy, and planning for effective innovation measurements. This clause
also gives guidance in determining what to measure and how to measure it, the design of innovation
metrics, and the support required. Clause 4 also includes the basics of data gathering, analysis, learning,
and corrective actions engendered by measurements.
— Clause 5 Measurements for establishing innovation operations – provides guidance on the measurements
required to understand an organization’s external and internal context, including the needs and
expectations of interested parties. This clause aims to help to ensure the alignment of innovation
operations with business objectives, the adequacy of innovation leadership, the organization’s needed
culture, and the effectiveness of innovation planning and support. Such measurements also help gather
evidence on the relevant internal-and-external issues and the areas of opportunity for potential value
redistribution and value realization that will trigger or impact the course of innovation operations.
— Clause 6 Innovation processes measurements – provides guidance on the measurements necessary to:
support the identification of opportunities, the creation and validation of concepts, and the development
as well as deployment of solutions. These measurements should enable better decision-making and
advance innovation activities concretely from one innovation process to another based on evidence-
gathering and hypotheses validation. Additionally, this clause provides guidance on the measurements
needed to detect problems, decide on adequate corrective/improvement actions, and ensure the progress
of the organization’s innovation processes.
— Clause 7 Innovation initiative measurements – provides guidance on the measurements to be considered
during the course of an innovation initiative in order to reduce uncertainties, detect issues, manage
risks, undertake corrective/proactive action (including the abandonment of an initiative), and ensure
progress towards achieving intended results.
— Clause 8 Innovation portfolio measurements – provides guidance on the measurements needed for
assessment, management, and decision-making regarding the organization’s portfolio(s) of innovations.
— Clause 9 Assessing and improving innovation operation measurements – provides guidance on improving
the effectiveness and efficiency of the set or framework of measurements to reflect changes in the
organization and its external context, along with changes to its innovation objectives and its activities,
or in the case of inadequate choices of either measurements or metrics, or both.
Annexes A to E offer detailed examples of key questions to be asked, indicators and metrics related to various
innovation operations measurements.
Details on an IMS can be found in ISO 56002. Details on innovation management assessment can be found in
ISO/TR 56004. For details on specific innovation management tools or techniques, see ISO 56003, ISO 56005,
ISO 56006 and ISO 56007. For common innovation management terminology see ISO 56000.
ix
International Standard ISO 56008:2024(en)
Innovation management — Tools and methods for innovation
operation measurements — Guidance
1 Scope
This document provides guidance for the definition, implementation, evaluation, and improvement of the
measurements necessary to effectively manage innovation activities in an organization. It establishes the
fundamentals of innovation operation measurements and guides their application towards four areas:
— measurements for establishing and launching innovation initiatives;
— measurements for innovation processes;
— measurements for innovation initiatives;
— measurements of innovation portfolios.
This document is applicable to:
— organizations that are seeking to define and implement an innovation operations measurement approach;
— organizations and interested parties seeking to improve the areas of accountability, transparency, and
evidence-based assessment of innovation operations;
— customers, investors, and other interested parties, seeking confidence in the organization’s innovation
operations management and its results;
— providers of training in innovation operations and measurements, including assessment of and
consultancy for achieving results;
— experts in innovation operations evaluation and impact assessment, favoring the use of a harmonized
international guidance standard;
— innovation policy makers and program managers who are looking to obtain evidence of progress and
desired outcomes of innovation activities supported through public policies and programs.
All of the guidance provided within this document is generic and intended to be applicable to:
— all types of organizations regardless of sector or size, whether they be private, public, not-for-profit,
governmental or societal;
— all types of innovations (e.g. product, service, process, model, and method) ranging from incremental to
radical;
— all types of time horizons, from short-term to long-term evaluation and measurement.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content constitutes
requirements of this document. For dated references, only the edition cited applies. For undated references,
the latest edition of the referenced document (including any amendments) applies.
ISO 56000, Innovation management — Fundamentals and vocabulary
ISO 56008:2024(en)
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 56000 and the following apply:
ISO and IEC maintain terminology databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp;
— IEC Electropedia: available at http:// www .electropedia .org.
3.1
composite metric
metric (3.13) whose values are defined by a mathematical formula involving other metrics
Note 1 to entry: A composite metric can be created by weighted combinations of two or more metrics, with the weights
chosen to emphasize the perceived relative significance of some of the components.
EXAMPLE Culture of Innovation Metric can be calculated as 0,25 x (percentage of people submitting valuable
ideas) + 0,15 x (percentage of collaborations without complaints) + 0,35 x (percentage of communicated lessons drawn
from failure) + 0,25 x (percentage of people rewarded for innovation).
3.2
evaluation
process of comparing results of analysis to established criteria
Note 1 to entry: Evaluation can be done to determine effectiveness, efficiency, performance, conformity or value.
Note 2 to entry: Evaluations determine the appropriate actions required.
3.3
framework
system of rules, ideas or principles that are used to plan or decide something
3.4
impact
significant effect resulting from a process or activity
Note 1 to entry: Impact can be positive and negative, intended or unintended.
3.5
improvement
activity to enhance performance
Note 1 to entry: The activity can be recurring or singular.
Note 2 to entry: Improvement can be a corrective action happening after evaluation (3.2).
Note 3 to entry: Improvement with regard to innovation operations (3.15) is a revision of operations and controlling
the adequacy of the measurement framework.
Note 4 to entry: Improvement can apply to metrics (3.13) as well.
[SOURCE: ISO 9000:2015, 3.3.1, modified — Added Notes 2 to 4 to entry.]
3.6
indicator
specific information on a state, condition or impact (3.4)
Note 1 to entry: An indicator can be quantitative or qualitative.
ISO 56008:2024(en)
3.7
innovation operation
operation (3.15) with regard to innovation
Note 1 to entry: Innovation operations are all the activities performed to achieve innovations.
Note 2 to entry: Within the context of innovation management, innovation operations encompass innovation activities,
innovation processes, innovation initiatives and innovation portfolios.
3.8
innovation operations measurement
measurement (3.12) with regards to innovation operations (3.7)
Note 1 to entry: Innovation operation measurements are all the different types of measurements that are necessary
and useful for the efficient and effective management of innovation operations.
3.9
innovation operation measurements framework
framework (3.3) with regard to innovation operations measurements (3.8)
Note 1 to entry: The innovation operations measurements framework is a system of guidelines that help to consider
interrelated indicators (3.6), metrics (3.13), measurements (3.12), processes and policies that are used to make data-
driven decisions about the management of innovation operations.
Note 2 to entry: Measurement framework is a way of structuring measurements around the strategy, goals and
objectives of the innovation management system (IMS).
Note 3 to entry: This is a system built by each organization to express and interpret its state of innovation operations
to guide its data-driven decisions.
3.10
innovation scorecard
assessment of the organization’s innovation performance
3.11
input
resources, such as people (with their skills and attitudes), finance, data or knowledge (tacit or codified) that
are put into a system, organization, innovation operation (3.7) or process
3.12
measurement
process to determine value
Note 1 to entry: The difference between measurement and measure as nouns is that measurement is the act of
measuring, and measure is the result (3.18) of the measurement.
3.13
metric
defined measurement method and scale
Note 1 to entry: The speed of implementation can be the indicator (3.6), but the actual metric would be the amount of
time from project initiation to project completion.
3.14
monitoring
determining the status of a system, a process or an activity
Note 1 to entry: To determine the status, there can be a need to check, supervise or critically observe.
Note 2 to entry: Monitoring is the function of using measurements (3.12) to observe and track innovation operations
(3.15) at the levels of activities, processes, initiatives, and portfolios.
ISO 56008:2024(en)
3.15
operation
performance of practical work or something involving the practical application of principles or processes
Note 1 to entry: An operation is also an activity planned to achieve something.
Note 2 to entry: An operation is an act or process of working, doing something, being in action or having an effect.
3.16
outcome
effect of outputs (3.17) (e.g. effect of innovations on firm performance) that follow as a result (3.18) or
consequence
3.17
output
results (3.18) produced from a process or activity
3.18
result
something that occurs as a consequence, issue or conclusion
Note 1 to entry: A result is the output (3.17), outcome (3.16) or impact (3.4) of an operation (3.15).
4 Fundamentals of innovation operation measurements
4.1 Principles of innovation management and innovation operation measurements
The use of measurements for innovation operations is an intentional and thoughtful attempt to reduce
uncertainty. It is necessary to recognize the critical differences between measuring a stable routine process
versus measuring either a non-linear or non-sequential innovation process, or both.
Measurement is the basis for all evidence-based decision-making and planning, along with corrective
actions, program adjustments, learning for improvement and changes in behaviour. Good measurements
and monitoring of relevant indicators drive toward success by focusing on relevant aspects of innovation,
reducing uncertainties, while improving communication. This success is based on an accurate assessment
that enhances the innovation efforts success factors while avoiding errors and subjective judgment.
The following principles, derived from the IMS, provide a foundation for implementation of innovation
operation measurements and can enable:
— realization of value, by being consistent with the organization’s strategic direction for the creation of
short-term and long-term value;
— future-focused leaders, by leveraging measurements to identify impactful trends, identify strategic
opportunities, drive high quality trial and error innovation activities, and increase innovation
performance;
— strategic direction, by being driven by the intended outcomes and innovation objectives, and enabling an
evidence-based innovation operation management;
— culture, by enabling the development of organizational culture, innovation competencies, and inspiring
ethical innovation-oriented behaviour;
— exploiting insights, by producing understandable, timely, sufficient, and actionable knowledge that is
effective, efficient, and reliable for making evidence-based decisions, increasing objectivity;
— managing uncertainty, by balancing opportunities and risks in innovation operations minimizing waste
of resources and efforts;
— adaptability, by enabling shared learning and agility; and
ISO 56008:2024(en)
— systems approach, by being reviewed regularly to reflect learning while adapting to changing situations
and updated innovation objectives and priorities of the IMS.
When undertaking innovation operations, organizations can consider:
— measuring items such as the quality of the process, along with the critical opportunities and risks related
to the different milestones needed to be achieved to advance an innovation initiative;
— goals and the scope of innovation activities;
— impacts of leadership and innovation strategy;
— the adequacy of planning and measurement design;
— the capacity to manage the portfolio;
— needed support and risks in innovation operations;
— their capacity to capture the data to transform all the learning int
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