The Toolkit

Four sequenced exercises, from understanding to design

Each exercise builds on the last. Together they give innovation managers a structured, visual way to plan and execute the transition into core operations.

Step 1 · Baseline

Business Model Canvas

Establish a shared baseline understanding of the innovation’s value proposition, revenue logic, and key resources — so that even internal-facing solutions have a clear ‘survival model’ within the organization.

Key questions
  • Who is the customer — internal or external?
  • What is the value proposition we are scaling?
  • Which resources and partners are non-negotiable?
Step 2 · Understand what & why

Core Linkages Map

Map the business, technology, and strategy components of your innovation according to the change they imply for the organization. Three concentric circles surface what must change and what can be leveraged.

Key questions
  • Core dependencies — factors that cannot easily be changed (culture, legacy systems).
  • Complementarities — elements that leverage existing organizational strengths.
  • Novelties — assets and competencies the organization must create or acquire.
Step 3 · Understand who

Capability Access Assessment

Identify exactly who possesses the assets and competencies required for the innovation to succeed. Decide whether to build internally, buy externally, or integrate with existing units — before frictions become showstoppers.

Key questions
  • Build, buy, or integrate — for each capability?
  • Which units are overburdened or missing expertise?
  • Where are the hidden organizational frictions?
Step 4 · Design when & how

Innovation Transition Roadmap

The capstone exercise. A visual roadmap that integrates the previous findings into a sequenced, time-bound plan — balancing trade-offs between integration timing, governance, and ownership.

Key questions
  • Define the end goal — how will the solution be operationalized at scale?
  • Plan integration actions — flow of assets and competencies between units.
  • Manage trade-offs — early vs. late integration, formal vs. informal governance.