Resources

Tools, decks, frameworks, models, and reports you can use.

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Merck’s Strategic Framework

This five-page document released in 2023 provides an overview of the company’s strategic innovation framework, including priorities, methods and values.

Jul 29, 2025
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PepsiCo Innovation Use Cases

The $92 billion food and beverage giant PepsiCo created this fantastic, clear, concise format for describing specific areas of opportunity for innovation.

Jul 29, 2025
InnoLead Tools
InnoLead Tool
InnoLead Tools

Business Case Template

Structured business case: problem, solution, market, financials and asks.
InnoLead · Apr 7, 2025
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The Innovation Game: Can You Make Innovation a Lasting Capability?

If corporate innovation can sometimes feel like a game, it’s one set to hard mode. Success requires relationship-building, resource-gathering, and constant learning to make it past the traps and pitfalls you’ll inevitably encounter. Download the large-format discussion document…

Scott Kirsner · Feb 6, 2025
InnoLead Tools
InnoLead Tool
InnoLead Tools

Technology Scouting Tracker

Log scouted technologies, sources, maturity and internal sponsor status.
InnoLead · Feb 2, 2025
InnoLead Tools
InnoLead Tool
InnoLead Tools

Innovation Portfolio Dashboard

Track every initiative across horizons, risk and expected value in one roll-up view.
InnoLead · Oct 9, 2024
InnoLead Tools
InnoLead Tool
InnoLead Tools

Startup Partnership Playbook

End-to-end process for sourcing, piloting and scaling startup partnerships.
InnoLead · Aug 15, 2024
InnoLead Tools
InnoLead Tool
InnoLead Tools

Innovation Governance Charter

Define decision rights, funding gates and escalation paths for innovation work.
InnoLead · Apr 29, 2024
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Salesforce Ethical AI Maturity Model

Customer relationship management firm Salesforce has deployed AI throughout its product set, and has codified a set of five “Trusted AI Principles” that are embedded in the business.

Apr 10, 2024
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Cisco Responsible AI Framework & Principles

The $57 billion technology company has published more than most companies related to AI. First, it published a document outlining its six principles for responsible AI. Then, the company unveiled a more detailed AI framework that is intended to be applied to the development and use of AI by Cisco. Get access to both PDFs…

Apr 10, 2024
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Vodafone’s Artificial Intelligence Framework

The $47 billion British telecom Vodafone published an excellent seven-page AI framework in 2019 that explained how the company intended to develop and employ AI technologies.

Apr 10, 2024
InnoLead Tools
InnoLead Tool
InnoLead Tools

Innovation Committee Charter

Charter template covering committee mandate, membership and cadence.
InnoLead · Aug 1, 2023
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Plugging in to the Startup Ecosystem: An Illustrated Guide

No one would deny there’s a lot happening in the world of startups. But how can large companies tap into it, in a way that aligns with their objectives and creates real value? In this large-format illustration, we’ve laid out seven of the most common approaches to plugging in to the startup ecosystem — along with the key questions to ask about each.

Scott Kirsner · Nov 14, 2022
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Options for Innovation Org Structure, Process, and Measurement

Created inside publicly-traded companies, this PowerPoint deck lays out various options for setting up innovation organizations; defining roles; creating processes and pipelines for moving projects forward; and measuring outcomes.

Jul 21, 2022
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LogMeIn: The Innovation Journey

Explores how the collaboration software companies thinks about horizons; lean startup; training; and scaling projects that work.

Dec 24, 2019
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Technology Trends Radar

Submitted anonymously in 2018, this slide looks at technology trends that apply to a company’s core business — or could be relevant to adjacent or white space projects. Includes blockchain, quantum computing, AI, and drones as examples.

Dec 24, 2019
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Anthem: Flavors of Innovation

Two slides lay out a great way to think about various initiatives, or “flavors of innovation,” that a company might pursue, from a cultural initiative to a workshop series to a venture fund to a spin-out company.

Aug 21, 2017
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Innovation Maturity Guide: Five Stages of Innovation Evolution

What does progress look like when you’re the team tasked with doing the new stuff? It’s a question that comes up at most of our in-person gatherings. What are the characteristics of each stage of innovation, the things you ought to be focusing on, and the risks that you may not make it to the […]

Aug 15, 2017
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Medtronic: Innovation Framework

A one-page overview of the company’s innovation framework, from “Needs Definition / Idea Submission” through to “Transfer to Program Development.”

May 2, 2017
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Altria: Ideas to Impact Framework

A short presentation identifying how the publicly-traded tobacco products company uses its insights to imagine, identify, and capitalize on business opportunities.

May 2, 2017
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LinkedIn: 6-Thon Framework

An open framework for executing innovation and measuring success at the social networking company.

Apr 28, 2017
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RASCI Matrix: For Clarifying Roles & Building Support for Projects

A RASCI matrix is a tool that can be used to build consistent support for innovation, while mitigating against common failure modes like role ambiguity, when people aren’t sure what exactly they’re supposed to do — or want to weigh in more than you’d like. This downloadable Excel spreadsheet is a sample RASCI matrix for […]

Apr 18, 2017
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Optum: Startups and Innovation

A look at the company’s approach to working with startups, told with a humorous “pac-man”-style narrative. Optum is a healthcare services company that is part of UnitedHealth Group.

Apr 5, 2017
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Aon: Model for Innovation

A guiding innovation model for Aon Health & Benefits, including guiding principles, flowcharts, and an illustrated R&D process.

Apr 5, 2016
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Assurant: Benefits of Foresight

An overview of the insurance provider’s competitive landscape and strategy to thrive in the face of uncertainty, as well as the role that the foresight function plays.

Dec 5, 2015
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Garlock: Driving Innovation

A 27-page PDF detailing the company’s approach to innovation and its goals. Garlock is a manufacturer of seals and gaskets, and is a subsidiary of EnPro Industries.

Sep 9, 2015
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American Greetings: Storytelling 101

A really well-written treatise on the company’s approach to innovation, centered around telling stories. American Greetings, based in Ohio, makes greeting cards, party supplies, gifts, and operates a chain of retail outlets.

Sep 9, 2015
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Sabre Labs: Framework for Dissent

A framework for fostering productive discussions in order to make prototyping and project decisions. Includes a ranking system designed to “take groupthink out of the system.”

Mar 31, 2015
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CVS Health: Digital Vision and Strategy

Short presentation from CVS Health Chief Digital Officer Brian Tilzer on how the company is working to “empower a connected health experience.”

Feb 4, 2015
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Hershey’s: Innovation Imperatives in Large Organizations

Deborah Arcoleo has spent more than a decade as a senior innovation executive at Pfizer Consumer Healthcare, Johnson & Johnson, Campbell Soup, and now The Hershey Company. These slides share her “credo” on the six elements that must be in place to make true innovation happen inside a big company.

Jan 15, 2015
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Kennametal: Governance Council — Overview

Overview of how the Governance Council that oversees the company’s innovation group works. Also slides on creating an innovation culture — traits and practices. Kennametal is a manufacturer of tools and industrial materials.

Dec 18, 2014
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Local Corp.: Innovation KPI Matrix

A single slide that covers the online media company’s framework for Key Performance Indicators in taking ideas from concept to market.

Oct 29, 2014
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Associated Press: Cloud First Framework

A very detailed framework from the news organizatio for determining whether a solution is suitable for the cloud, and then a step-by-step overview of migrating to the cloud.

Oct 29, 2014
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Bristol-Myers Squibb: Innovation Capabilities in Pharma R&D

This 19-page presentation looks at continuous Improvement, innovation, and the organizational capacity to innovate; includes innovation roadmap, an exploration of how innovation fits in the company’s drug development pipeline, and more.

Jul 28, 2014
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US Bank: Framework for Payments Innovation

Delivered by the Chief Innovation Officer at the financial services firm, the document covers mission, current approach, training, and ongoing engagement.

Jul 28, 2014
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Chubb: Building Engagement for Innovation Success

A 23-page presentation from VP Global Innovation Gerry Myers that emphasizes collaboration and social innovation; discusses the property and casualty insurer’s internal social business platform, CONNX.

Jul 28, 2014
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