Rue de la Loi 81A 1040 Brussels, Belgium Tel: +32 (0)2 233 11 80 - Fax: +32 (0)2 231 08 35 - www.eirma.org guidlines for open office export to pdf with letterhead EIRMA/14.002 Managing guidlines for open office an export Innovation to pdf with letterhead Portfolio Round Table Meeting, 21 March 2014 Hotel La Villa du Lac, Divonne-les-Bains (near Geneva), France Summary Previous meetings over the last two years have looked at the Key Performance Indicators required to manage R&D. This round table will assess the merits and challenges associated with a range of tools and processes to manage an innovation portfolio. How can we choose the right opportunities, and still keep and develop projects that are no longer aligned with an organisation s strategy? We will look at the operational level approaches to monitoring innovation programmes, considering practical tools to enable R&D to meet the needs of business strategies. < What best practices can be adopted for project and portfolio management for innovation? < How should risks be assessed and monitored in business planning for product development? < How can we kill failing projects early and learn from them for future projects? < Companies increasingly have a portfolio approach to business models as well as products. Are there specific approaches to managing the development of business models? < What approaches facilitate the right allocation of resources? < What are the specific issues for R&D controlling? How can we evaluate the value that R&D is bringing? Issues addressed < Portfolio assessment and valuation - going beyond the KPIs to measure value < How can we retain the value of opportunities in a portfolio over time? < The growing importance of multiple business models managing a business model portfolio < Balancing internal & external elements - are the KPIs for internal and open innovation different? < How to close the gaps in a technology roadmap? < Maintaining flexibility while meeting the strategy < How are project and portfolio risks quantified and managed? < Continuing to develop the practical toolkit for managing an innovation portfolio Target Audience Programme and R&D managers, Product & Financial Managers, Innovation managers, people responsible for creating new business within their company, Product Marketing, Financial Managers/CFO s, R&D Controllers, Strategists, and anyone with operational responsibilities for innovation portfolio. Key themes Innovation Processes Business strategy Intellectual Asset Management People and Knowledge Public frameworks Participants are invited to attend the workshop on 20 March on Business Model Innovation to enhance their knowledge on managing an innovation portfolio. Chairman Lars-Gunnar Aufrecht, Controller, ABB Corporate Research Scandinavia Online registration before 12 March 2014
PROGRAMME Thursday 20 March 2014 19:30 Get-together Dinner at Restaurant from the Hotel Members will be able to meet the participants from the workshop of the previous day on Business Model Innovation 08:15 Registration Friday 21 March 2014 08:30 08:40 Welcome Ms. Camille Roy, Programme & Members Relations Manager, EIRMA 08:40 09:00 Introduction by Chairman: setting the scene Mr. Lars-Gunnar Aufrecht, Controller, ABB Corporate Research Scandinavia 09:00 09:45 Enhance the competiveness of your company s innovation portfolio by managing it together with an appropriate IP portfolio hands-on practices how to achieve good results and how to avoid pitfalls Management of innovation portfolios and of IP portfolios are two sides of the same coin. In order to be successful in creating, assessing and marketing innovations you need to protect them: - by creating suitable IP rights as patents, designs, trademarks, copyrights, - by making a smart balance between keeping essential know-how confidential and disclosing it to the public, - and by ensuring the company s freedom to operate when launching such innovations on the market. To keep this competitive advantage over the time and to control costs of your innovation budget these two portfolios should be managed synchronously by a multi-disciplinary team including marketing, technical and IP experts. This presentation will describe hands-on practices on how to manage such innovation and IP portfolios in a good way and how to avoid pitfalls. Werner Fröhling, Managing Director Flooring Technologies and Chief IP Counsel for the Swiss Krono Group 09:45 10:15 Maintaining flexibility while meeting the strategy In Total R&D agenda flexibility is judged necessary to: allow the launch of small projects based on unexpected ideas seize opportunities that are detected outside, and notably of new technologies; address scientific understanding of unexpected events or results; or take on board fast evolution in the market. In order to achieve this, the corporate scientific division handles an unprogrammed budget, and fast decision process, that is complementary to the annual program and strict state gate process of the R&D division of the branches and BU. Jean-François Minster, Senior Vice President Scientific Development Total 10:15 10:45 Coffee Break 10:45 12:15 Knowledge Café (discussions in small groups) Exchanging views on the issues rose in the morning s presentations What are your experiences concerning the innovation management portfolio?
Are there other aspects to be taken into account? Do we agree/disagree? Why? 12:15 13:30 Lunch at the hotel s restaurant 13:30 14:15 BtoC case: Managing an Innovation Portfolio at Mars Inc - Alignment of project portfolio with business strategy - Allocation of resources - Risk management - Portfolio optimization, stopping & accelerating projects Botho Stein von Kamienski, Global Project Portfolio Manager, Mars Petcare 14:15 15:00 Innovation at Sika - Processes and Challenges Selection of R+D Projects based on Technology Roadmaps Innovation based on the laws of Technological Evolution Processes and Tools to manage the Innovation Portfolio How did a Change in the Business model influence the mission and structure of R+D Urs Maeder, Head of Corporate R&D, Sika Technology AG 15:00 15:45 Plenum Discussion Finalise key learning/insights What is your aha moment? What do you get out of this day? What are you the key learnings you will implement back home? Embedded Coffee Break 15:45 16:00 Wrapping up and conclusions by Chairman Mr. Lars-Gunnar Aufrecht, Controller, ABB Corporate Research Scandinavia 16:00 End of the meeting
PRACTICAL ARRANGEMENTS Venue Villa du Lac 93 Chemin du Châtelard 01220 Divonne-les-Bains France Phone : +33 (0) 4 50 20 90 00 www.lavilladulac.com EIRMA will book accommodation as required on behalf of participants. The rate for a single room is 120, breakfast and service included, to be paid directly to the hotel. Dinner At 19:30 on Thursday 20th March at the hotel restaurant. Transportation By plane - Cointrin Geneva international airport at 10 min By train SNCF via Bellegarde-sur-Valserine or Cornavin station in Geneva By car Swiss motorway Geneva-Lausanne (Swiss motorway sticker required): Coppet-Divonne exit. Motorway A40, Bellegarde-sur-Valserine exit. Registration Please register as soon as possible but certainly before 12 March 2014. The online registration form is available on the EIRMA Website. The meeting registration fee of 495 covers the cost of meeting facilities, refreshments, all lunches and dinner. Since this workshop is linked with the Managing an Innovation Portfolio Round Table, we offer you a 30% discount if you register to both events. You can enjoy them for 690 instead of 990. Payments We prefer payment by bank transfers but can also accept credit card (Visa, MasterCard or American Express). Cancellations Please give as much notice as possible if you are obliged to cancel. We will refund the registration fee for cancellations received before the meeting. Unfortunately we have no control over the hotel s cancellation policy and you may be required to make full payment for cancelled rooms that remain unused. Names may be substituted at any time without charge.
REGISTRATION FORM Managing an Innovation Portfolio, 21 March 2014 La Villa du Lac, Divonne les Bains, near Geneva http://lavilladulac.com 8 Online registration available on EIRMA Website: http://www.eirma.org Please return to EIRMA before 12 March 2014 by e-mail to cternest@eirma.org or register on-line. Title: (Prof./ Dr./ Mr./ Mrs.):.... First Name:.... Last Name:.... Position:... Company:..... VAT number of paying entity:..... If no VAT nr, Official registration number Address:...... ZipCode:. City:...... Tel:.. Cell:... E-mail:. Assistant s e-mail:. I will /will not attend the meeting on 21 March 2014 I will /will not attend the dinner on 20 March 2014 I will /will not attend the both days (Workshop and Round Table) I will /will not attend the welcome dinner on 19 March 2014 I will /will not require hotel accommodation for the night of 19 March 2014 I will /will not require hotel accommodation for the night of 20 March 2014 I will /will not require hotel accommodation for the night of 21 March 2014 Event's fee: 495 (VAT excluded) for members excluded Belgium Event's fee: 598,95 (VAT included) for Belgian members Event's fee to both events: 690 (VAT excluded) for members excluded Belgium Event's fee to both events: 834,9 (VAT included) for Belgian members The meeting registration fee covers the cost of meeting facilities, refreshments, all lunches and dinner. To be paid preferably by Bank Transfer or Credit Cards. Mode of Payment qcredit Card (Eurocard, Master, Visa, Amex) Card Number: I I I I I I I I I I I I I I I I I I I I Exp. Date: / Security Code: I I I qbank Transfer Account N 363-1073576-20 ING Rond Point Robert Schuman 8 1040 Brussels - Belgium IBAN: BE28 3631 0735 7620 - BIC: BBRUBEBB EIRMA, as an international association of Belgian law, is subject to VAT (nr: BE 0847 677 159) For any further information please contact Ms. Carine Ternest, EIRMA Operations Team Tel: +32 (0)2 233 11 81 - Fax: + 32 (0)2 231 08 35 - e-mail: cternest eirma.org Rue de la Loi 81A, 1040 Brussels - Belgium