Executives across all industries often ask us how to best integrate Agile techniques into their innovation processes. They want to drive responsiveness to rapidly changing markets and technologies, tackle hybrid digital + physical product development, and accelerate product launches. Agile Expert, Colin Palombo highlights successful approaches companies have taken to integrate Agile techniques into Stage-Gate® Frameworks to achieve better innovation results. View the recording at https://www.stage-gate.com/blog/agile_and_stage-gate/

1. © 2020 Stage-Gate International
Agile and Stage-Gate®
- Getting it Right
Disclaimer: This webinar will be recorded and made publicly available.
No participant names or companies will be included in the recording.
Stage-Gate® is a registered trademark of Stage-Gate Inc. © Stage-Gate International www.stage-gate.com
FREE WEBINAR SERIES
Colin Palombo
Innovation Expert
colin.palombo@stage-gate.com

2. © 2020 Stage-Gate International
PLAN THE WORK, WORK THE PLAN
MINIMIZE CHANGE, CONTRACTUAL
- FIXED SCOPE
- VARIABLE SCHEDULE & RESOURCES
ADJUST THE PLAN,
ADD VALUABLE CHANGE, COLLABORATIVE
- VARIABLE SCOPE
- FIXED SCHEDULE & RESOURCES
WATERFALL - PREDICTIVE
REQUIRE-
MENTS
DESIGN
BUILD
TEST
RELEASE
CUSTOMERS
CUSTOMERS
AGILE - ADAPTIVE
SPRINTS
AGILE PROJECT TEAM
+
CUSTOMER / END USER TEAM
2. DESIGN & BIZ CASE1. SCOPE 3. DEVELOP 5. LAUNCH4. PILOT
STAGE-GATE® PRODUCT DEVELOPMENT

3. © 2020 Stage-Gate International
INCREASING DIGITIZATION
of products, services and processes
INCREASING RATE OF CHANGE
in technology and competition
Time
RateofChange
Technology
Organizational
Adoption
TODAY

4. © 2020 Stage-Gate International
LAUNCH
SUCCESS RATES
R&D
PRODUCTIVITY
SPEED
TO MARKET
% PROJECTS
MET PROFIT OBJECTIVES
1.9 x
% PROJECTS
LAUNCHED ON BUDGET
1.9 x
% PROJECTS
LAUNCHED ON TIME
2.3 x
With Stage-Gate best practices

5. © 2020 Stage-Gate International
STRATEGY:
WHAT WE WANT
TACTICS:
WHAT WE GET
The Stage-Gate® Framework
STAGE-GATE®
NEW PRODUCT DEVELOPMENT PROCESS
BUSINESS
RESULTS
INNOVATION
STRATEGY
PORTFOLIO
MANAGEMENT
LEADERSHIP, TEAMS & CULTURE
AGILE TECHNIQUES

6. © 2020 Stage-Gate International
ROUTING
GATE
1
LAUNCH
GATE
5
PORTFOLIO PIPELINE
Portfolio Considerations
1. PROJECT
CERTAINTY
& STABILITY
2. HIGH COST OF
EXPERIMENTS,
CHANGES &
UPGRADES
3. SKILLS
AVAILABILITY
PORTFOLIO
MANAGEMENT
NEW
TECHNOLOGIES
A
OUT-LICENSE $
AAA
w
QUICK
UPDATES
A
A
A
AA
AA AA A
A
NEW
SOLUTIONS
AA A A
w
Aw
A
IMPROVED
SOLUTIONS
w w
A
A w A
A
wA Aw
ww
A
W
?

7. © 2020 Stage-Gate International
Gate Decisions
$
GATE
DELIVERABLES
ATTRACTIVENESS
SCORECARD
PURCHASE
DECISION
+ =
1. RECYCLE
2. KILL
3. HOLD
4. GO
SAME SCORECARD
CRITERIA:
REWARD FOR THE
RISK ?
NEXT
STAGE:
# SPRINTS,
# EXPERIMENTS,
# PRODUCT ITERATIONS ?
PIVOT ?
RECYCLE, KILL, GO ?
NEXT RELEASE ?

8. © 2020 Stage-Gate International
PRODUCT
PHYSICAL
DIGITAL
COMMERCIAL
OPERATIONAL
Stage-Gate® NPD Process
2. DESIGN & BIZ CASE1. SCOPE 3. DEVELOP 5. LAUNCH
GATE
1
4. PILOT
GATE
3
GATE
4
GATE
5
GATE
2
AGILE SPRINTS
Updated Financial Analysis & Risk Assessment
Market
Assessment
Market Launch Plan Detailed Market Launch Plan
Customer &
Competitor Analysis
Execute Market
Launch Plan
Product Lifecycle Plan
Finalized Market Launch
Plan
Development Plan Execute Development Plan
Pilot Test Plan
Execute Pilot Test
Detailed Technical
Assessment
Detailed Technical Launch Plan
Execute Technical
Launch Plan
Integrated Updated Product Definition
IP
Supply Chain
EHS&R
Manufacturing
Initial
Assessment
1 2 3 4 5 6 7 8 9 …

9. © 2020 Stage-Gate International
PRODUCT
PHYSICAL
DIGITAL
COMMERCIAL
OPERATIONAL
Stage-Gate® NPD Process
2. DESIGN & BIZ CASE1. SCOPE 3. DEVELOP 5. LAUNCH
GATE
1
4. PILOT
GATE
3
GATE
4
GATE
5
GATE
2
AGILE SPRINTS
Updated Financial Analysis & Risk Assessment
Market
Assessment
Market Launch Plan Detailed Market Launch Plan
Customer &
Competitor Analysis
Execute Market
Launch Plan
Product Lifecycle Plan
Finalized Market Launch
Plan
Development Plan Execute Development Plan
Pilot Test Plan
Execute Pilot Test
Detailed Technical
Assessment
Detailed Technical Launch Plan
Execute Technical
Launch Plan
Integrated Updated Product Definition
IP
Supply Chain
EHS&R
Manufacturing
Initial
Assessment
1 2 3 4 5 6 7 8 9 …1 2 3 … 1 2 3 4 …1 2 3

10. © 2020 Stage-Gate International
PRODUCT
PHYSICAL
DIGITAL
COMMERCIAL
OPERATIONAL
Stage-Gate® NPD Process
2. DESIGN & BIZ CASE1. SCOPE 3. DEVELOP 5. LAUNCH
GATE
1
4. PILOT
GATE
3
GATE
4
GATE
5
GATE
2
AGILE SPRINTS
Updated Financial Analysis & Risk Assessment
Market
Assessment
Market Launch Plan Detailed Market Launch Plan
Customer &
Competitor Analysis
Execute Market
Launch Plan
Product Lifecycle Plan
Finalized Market Launch
Plan
Development Plan Execute Development Plan
Pilot Test Plan
Execute Pilot Test
Detailed Technical
Assessment
Detailed Technical Launch Plan
Execute Technical
Launch Plan
Integrated Updated Product Definition
IP
Supply Chain
EHS&R
Manufacturing
Initial
Assessment
1 2 3 4 5 6 7 8 9 …1 2 3 … 1 2 3 4 …1 2 3

11. © 2020 Stage-Gate International
PRODUCT
PHYSICAL
DIGITAL
COMMERCIAL
OPERATIONAL
Stage-Gate® NPD Process
2. DESIGN & BIZ CASE1. SCOPE 3. DEVELOP 5. LAUNCH
GATE
1
4. PILOT
GATE
3
GATE
4
GATE
5
GATE
2
AGILE SPRINTS
Updated Financial Analysis & Risk Assessment
Market
Assessment
Market Launch Plan Detailed Market Launch Plan
Customer &
Competitor Analysis
Execute Market
Launch Plan
Product Lifecycle Plan
Finalized Market Launch
Plan
Development Plan Execute Development Plan
Pilot Test Plan
Execute Pilot Test
Detailed Technical
Assessment
Detailed Technical Launch Plan
Execute Technical
Launch Plan
Integrated Updated Product Definition
IP
Supply Chain
EHS&R
Manufacturing
Initial
Assessment
1 2 3 4 5 6 7 8 9 …1 2 3 … 1 2 3 4 …1 2 3

12. © 2020 Stage-Gate International
PRODUCT
PHYSICAL
DIGITAL
COMMERCIAL
OPERATIONAL
Stage-Gate® NPD Process
2. DESIGN & BIZ CASE1. SCOPE 3. DEVELOP 5. LAUNCH
GATE
1
4. PILOT
GATE
3
GATE
4
GATE
5
GATE
2
Updated Financial Analysis & Risk Assessment
Market
Assessment
Market Launch Plan Detailed Market Launch Plan
Customer &
Competitor Analysis
Execute Market
Launch Plan
Product Lifecycle Plan
Finalized Market Launch
Plan
Development Plan Execute Development Plan
Pilot Test Plan
Execute Pilot Test
Detailed Technical
Assessment
Detailed Technical Launch Plan
Execute Technical
Launch Plan
Integrated Updated Product Definition
IP
Supply Chain
EHS&R
Manufacturing
Initial
Assessment
1 2 3 4 5 6 7 8 9 …1 2 3 … 1 2 3 4 …1 2 3
EXPERIMENTS & PRODUCT ITERATIONS
TECHNICAL INTEGRATION POINTS
PROTOTYPES & ALPHA BUILD
PRODUCT CLAIMS &
EHS&R
FIELD TRIALS
TECHNICAL
EXPERIMENTS
&
SIMULATIONS
FULFILMENT
EXPERIMENTS
&
SIMULATIONS
PILOT PRODUCTION
TESTS
SUPPLY CHAIN &
SERVICE TESTS
BoM $
SIMULATIONS
PRODUCTION
SUMULATIONS
MINIMUM
MARKETABLE
PRODUCT
LEAD CUSTOMER
SALES TESTS
MARKET LAUNCH
TESTS
CUSTOMER
EXPERIMENTS

13. © 2020 Stage-Gate International
PORTFOLIO
RESOURCE POOL
PORTFOLIO
GATEKEEPERS
IT,
UX DESIGN,
VENDORS
ENGINEERING,
DESIGN,
VENDORS
PRODUCTION,
SUPPLY CHAIN,
EH&S
IP,
REGULATORY,
EXTERNAL COUNSEL
SOURCING,
CONTRACTS
LEAD CUSTOMERS,
PRODUCT MGMT,
AGENCIES
PMO,
PROCESS COACH
CHANNELS,
SUPPORT,
TRAINING
Stage-Gate Teams
CROSS
FUNCTIONAL
TEAM
PROJECT
LEADER
DIGITAL
LEAD
MARKETING/
SALES
LEAD
TECHNOLOGY
LEAD
FINANCE
LEAD
OPERATIONS
LEAD
LEGAL
LEAD
SERVICE
LEAD
PRODUCT OWNER
SCRUM MASTER
SQUAD
TRIBE
BUSINESS OWNERS
PROJECT LEADER
PROCESS COACH
& PMO
CROSS-FUNCTIONAL TEAM
PORTFOLIO RESOURCE POOL
GATEKEEPERS

14. © 2020 Stage-Gate International
PORTFOLIO
RESOURCE POOL
PORTFOLIO
GATEKEEPERS
IT,
UX DESIGN,
VENDORS
ENGINEERING,
DESIGN,
VENDORS
PRODUCTION,
SUPPLY CHAIN,
EH&S
IP,
REGULATORY,
EXTERNAL COUNSEL
SOURCING,
CONTRACTS
LEAD CUSTOMERS,
PRODUCT MGMT,
AGENCIES
PMO,
PROCESS COACH
CHANNELS,
SUPPORT,
TRAINING
Stage-Gate Teams
CROSS
FUNCTIONAL
TEAM
PROJECT
LEADER
DIGITAL
LEAD
MARKETING/
SALES
LEAD
TECHNOLOGY
LEAD
FINANCE
LEAD
OPERATIONS
LEAD
LEGAL
LEAD
SERVICE
LEAD
SUCCESS CRITERIA:
1. SKILLED CORE TEAM > 50%
2. PARTNER & CUSTOMER ACCESS
3. PROJECT MGMT & PROCESS
COACH SUPPORT
4. COLLABORATION SYSTEM &
TOOLS

15. © 2020 Stage-Gate International
Time for your Questions
BUSINESS
RESULTS
INNOVATION
STRATEGY
PORTFOLIO
MANAGEMENT
STAGE-GATE®
NEW PRODUCT DEVELOPMENT PROCESS
LEADERSHIP, TEAMS & CULTURE
AGILE TECHNIQUES

16. © 2020 Stage-Gate International
Assessment, Design & Integration Plan
eCoach & Training
Digitization
Our Agile Stage-Gate Services

17. © 2020 Stage-Gate International
“Portfolio Metrics for Better Innovation Decisions”
Tuesday April 14 @ 10am ET
Next

18. © 2020 Stage-Gate International
About Colin Palombo
Affiliations
Stage-Gate Certified since 2007
Visiting Professor of Innovation
since 2016
Mastermind member since 2014
MBA with Distinction. 1996
M.A. Engineering & Computer
Science. 1990
Colin Palombo leads Stage-Gate International’s Global
Consulting Practice, specializing in solutions to solve his client’s
complex innovation challenges.
Over the last 30 years Colin has worked with companies around
the world to help them achieve successful and lasting innovation
performance results. His management consulting, technology
development and systems integration experience in the United
States, Europe, South America & Asia spans enterprises of
various sizes and complexity and crosses many industries,
including industrial products, specialty chemicals, energy, mining,
aerospace & defense, life sciences, high-tech, consumer products,
financial services and software.
Prior to joining Stage-Gate International, Colin has co-founded
three start-ups, and held executive positions with two innovation
software firms, and been a senior Consulting Manager with
Accenture
Colin holds a Master of Business Administration with Distinction
in Strategy and New Product Development from INSEAD (France)
and a Masters Degree with Honors in Engineering and Computer
Science from the University of Cambridge (United Kingdom). He
is also a visiting Professor of Innovation with Strathclyde
University (Glasgow), and a member of Peter Diamandis’
Abundance 360 group – exploring the impact of exponential
technologies to create a world of abundance.
Colin Palombo
Group Head North America
& Chief Consulting Officer
Stage-Gate International
colin.palombo@stage-gate.com