Investment
Workshop |
Topic |
Activity |
Coach |
Time |
Introductions |
• |
Presentation:A
Few Words... |
Session
Leader |
8:30-9:30 |
|
• |
Introductions |
|
• |
Objectives
& Goals |
• |
Exercise
#1: What's At Stake? |
|
• |
Stakeholder
Analysis |
|
• |
Review
and Discuss |
| What
are The Value Expectations? |
• |
Presentation:
Minding Your P's & Q's |
Group |
9:30-10:30 |
| |
• |
Everybody
Has Problems! |
| |
|
• |
What
Is the Problem Anyway? |
| |
|
• |
The
Types of Problems |
| |
|
• |
Our
Ability to Innovate! |
| |
|
• |
Taking
Inventory of the Problems |
| |
|
• |
Eliminating
Problems & Constraints |
| • |
Exercise
# 2: Minding Your P's! |
| |
• |
Taking
Inventory of the Problem |
| |
|
• |
Barriers
& Constraints |
| |
|
• |
Problem
Worksheet |
| |
|
• |
Success
Planning |
| Setting
Value Expectations! |
• |
Presentation:
How Much Improvement Is Possible? |
Group |
10:30-12:00 |
| |
• |
Calculating
the Value! |
| |
|
• |
Key
Metrics for Success |
| |
|
• |
Facts
& Figures |
| |
|
• |
Capability
Building Goals |
| |
|
• |
Baseline
Assessements |
| |
|
• |
What
If Scenarios |
| |
|
• |
Targets,
Goals & Risks |
| • |
Exercise
# 3: Asking the Right Q's |
| |
• |
Lab
to Market Value Calculator |
| |
|
• |
Baseline
Capability Assessment |
| |
|
• |
Improvement
Targets |
| |
|
• |
Improvement
Milestones |
| |
|
• |
Scenarios
& Risk Assessments |
| |
|
• |
Best
Actions for Value |
| • |
Exercise
# 4: Preparing the Goal Statement |
| |
• |
Waht
are the goals? |
| |
• |
Where
are we today? |
| |
• |
What
will success look like? |
| |
• |
What
strategies are required? |
| |
• |
Who
will be responsible for results? |
| |
• |
What
resources are required? |
| |
• |
What
are the performance measures? |
| |
• |
When
will we realize the benefits? |
| Getting
Inside Information: Being in the Know! |
• |
Presentation:
So What Do You Really Know? |
Group |
1:00-2:30 |
| |
• |
Infonomics:
Getting Inside Information |
| |
|
• |
Measuring
the Value & Risk of Information |
| |
|
• |
The
Seven Information Survival Rules |
| |
|
• |
The
Market Information Artifact |
| |
|
• |
Information
Topology & Landscape |
| |
|
• |
Decision
Risk vs Probability of Sucess |
| |
|
• |
The
"P" Factor: Information Gaps |
| |
|
• |
Managing
Information Risk |
| |
|
• |
"Ideal"Information
Models |
| • |
Exercise
# 5: Information vs Intuition |
| |
• |
Realizing
Your Information Position |
| |
|
• |
Market
Information vs Intuition Guide |
| |
|
• |
Ideal
Grant Guide |
| |
|
• |
Ideal
License Guide |
| |
|
• |
Ideal
Venture Guide |
| Managing
the Portfolio! |
• |
Exploring
New Value Boundaries and Dimensions |
Session
Leader |
2:30-4:00 |
| |
• |
Mitigating
Risk: Portfolio Management |
| |
|
• |
Concepts,
Benefits, and Process |
| |
|
• |
Investment
Strategy Concepts |
| |
|
|
• |
Information
Risk |
| |
|
|
• |
Patterns |
| |
|
|
• |
Scenarios |
| |
|
|
• |
Opportunities
& Risk |
| |
|
• |
Opportunity
Assessment Framework |
| |
|
|
• |
Market
Value |
| |
|
|
• |
Business
Viability |
| |
|
|
• |
Value
Strategies |
| |
|
|
• |
Investment
Capital |
| |
|
• |
Portfolio
Management Process |
| |
|
|
• |
Portfolio
Pattern & Scenario Analysis |
| |
|
|
• |
"Value"
vs "Risk" Positions |
| |
|
|
• |
"Ideal"
Investment Guidelines |
| |
|
|
• |
Investment
& Market Value Frameworks |
| |
|
|
• |
Portfolio
Analysis and Rankings |
| |
|
|
• |
Investment
Strategy Development |
| Moving
Forward: Investment Strategy & Plan |
• |
Presentation:
Policy, Practice & Practical Reality! |
Group |
4:00-5:00 |
| |
• |
Investment
Strategy & Plan |
| |
|
• |
Scope
and Content |
| |
|
• |
Portfolio
Management Stragegies |
| |
|
• |
Model
Agreement Concept |
| |
|
• |
Organization
and Decision Making |
| • |
Exercise
# 5: Setting the Lab to Market Agenda |
| |
• |
Participants
& Contribution |
| |
• |
Policy
Review & Recommendations |
| Getting
Inside Information! |
|