During Idea Management when it comes to selecting only the best ideas (with the highest impact/score/priority) to execute, implement or develop as your next big innovation project, we recommend you to follow this 3 gate review approach. By following this approach the best ideas will stand out from the rest and it will be easy for you to fill your innovation portfolio with only high priority, high impact validated ideas.
There are 3 review gates
- Peer review (Idea generation): This is the first gate in the decision-making process and is mostly done during the idea-generation phase (collect). Users (peers) collaborate on ideas by adding feedback, scores, and likes whilst participating in a particular mission, challenge, brainstorm campaign, or board session. Peer reviewing is very useful because it makes it easier for mission owners to pre-filter a long list of ideas during or right after a mission is finished.
(AM tools: ideation campaign, boards, idea box)
- Expert review (idea management): 2nd gate in the decision-making process. When a mission is complete, Admin users (innovation team, internal experts, scouts) should review the collected ideas and add expert scores (Overall rate, star rating, impact, investment scores). In the Ideas listview, you can see which best "peer-reviewed" ideas should be put on a shortlist to be further analyzed, investigated, prepared as a proposal, and validated as a potential innovation project. (AM tools: Ideas, idea box, ideation) Read more about expert review
- Stakeholder review (Selection): Final gate in the decision-making process is done by a stakeholder group (Innovation team, management, external experts, clients, or partners) to validate a set of very good ideas and to prioritize & select the best-voted ideas as your next innovation project. (AM tools: selection) Read more about stakeholder review
The benefits of following this 3 gate review approach
1) Many eyes (peers, experts & stakeholders) reviewed the ideas and provided their feedback, scores, and priorities.
2) Reviewing other ideas stimulates creativity to see a problem/solution from different angles.
3) Able to create a roadmap of best voted/rated ideas (concepts, products, etc) with the highest priority and highest impact.
4) increase the success rate in the executing phase, by focussing only on validated/high priority solutions and thus minimizing the waste of spending resources on nonvalidated ideas that never see the finish line (most heard scenario for companies who do not follow this 3 gate approach).
Peer review explained (gate 1)
Peer review is the first gate in the decision-making process. Peer reviewing is mostly done during the COLLECT phase when a mission (challenge/campaign) is still active.
Peer reviewing is very useful to Innovation managers (admin users, idea box owners, campaign managers, etc) when filtering out which ideas should receive more attention (further analysis in expert review) based on the number of "likes" and/or feedback.
In this example below, you see an idea box (user view) with 8 ideas. In the mission description, we asked participating users to "like" and provide "feedback" to other ideas. This way you can already see which ideas stand out.
Collaborating on ideas and capturing feedback from different users (expertises) is very important to get a better understanding of the real problem and solution.
You can stimulate "idea collaboration" in several ways.
1) As admin when creating a new idea box, give a good mission "description" with instructions: Don't forget to like and comment on ideas
2) When viewing an idea card, tag users in the comment section. Tagged users will receive a notification email with a link to the idea card.
3) Share an idea card via email to a user: The recipient will receive a regular email with a link to that idea card.
Image 1: Give a good mission description:
to write a good description you need to be in idea box settings
Image 2: Tag users in the comment section of the idea card
Image 3: Share an idea card via email to a user