STRATEGIC CHALLENGES IN R&D Talent Management 2017 Member...May 2013). Large companies such as GE,...

R&D Talent ManagementS T R A T E G I C C H A L L E N G E S I N

CONNECT AND RE-CONNECT WITH INDUSTRY COLLEAGUES AND EXPERIENCE THE POWER OF IRIIRI Member Organizations receive at least one complimentary registration to this event and may also elect to use any “at-large” registrations. Questions about your registration? Please contact us at [email protected] or call 703.647.2580.

2017 MEMBER SUMMITOCTOBER 2-5 OMNI FORT

WORTH HOTELFORT WORTH, TX

Tools to Embrace a More Fluid Workforce

Recruiting and Retaining Early Career Tech Talent

Career Paths for Innovation

HOTEL RESERVATION DEADLINE: SEPTEMBER 6, 2017

SPECIAL THANKS TO IRI’S KNOWLEDGE LEADERSHIP TEAM

Darin Latimer, Chair Vice President, Strategic Innovation Danaher Corporation

Mike Blackburn R&D Program/Portfolio Leader Cargill, Incorporated

Richard Dodge R&E Senior Technical Director Kimberly-Clark Corporation

Norman Golm Director of Innovation, Regal Beloit Corporation

Diana Hoyt Innovation Manager, NASA

Pushpa Manukonda Manager Technology Innovation Strategy Deere & Company

Stewart Mehlman, EAG SKM Direction LLC

WHAT YOU’LL GET OUT OF THE MEMBER SUMMITThe summit is powered largely by findings from IRI’s ground breaking, large-scale research projects and is designed for maximum collaboration and exchanging of ideas and information. You’ll meet participants from other IRI member organizations, invited guests, and well known innovation leaders who are successfully employing tools for a more fluid workforce while maintaining a culture of recruiting and retaining top talent.

You’ll also have a chance to sample the ongoing work of IRI’s Research groups. Dive into the current projects and topics that may be central to your organization’s bottom line, or use this opportunity as an educational journey by participating in a project you know little about but greatly interests you. Research groups are fun, interactive, and insightful.

BUILD AND STRENGTHEN YOUR CONNECTIONS WITHIN THE R&D AND INNOVATION COMMUNITYThis is just what IRI is all about: › unmatched networking, built right into the program

– a hallmark of every IRI event › interactive and engaging small group sessions › practical advice and new ideas from your

innovation peers › learning formats designed to spark creativity

and motivate




Learn from in-depth exploration and special reports on IRI’s year-long initiative on “Strategic Challenges in R&D Talent Management.” This project has been conducted by innovation practitioners, for innovation practitioners, with a focus on tangible take-aways your organization can implement today.

Join more than 250 of your innovation & R&D colleagues in Fort Worth to network on the topic of Strategic Challenges in R&D Talent Management and talk about: › how an R&D organization can effectively plan for the workforce of the future

› common attributes of workplace environments/cultures that are successful in recruiting and retaining early career technical professionals

› the experience and competencies future innovation leaders will need

› and much more.


Online only registration: www.iriweb.org/membersummit

RESERVE HOTEL BY SEPTEMBER 6, 2017 WWW.IRIWEB.ORG 3

TOOLS TO EMBRACE A MORE FLUID WORKFORCE

Previously, IRI completed a study to evaluate how the

management of science and technology would change by the year 2038. One of the scenarios identified was “The Hollywood model” in which scientists, engineers, and innovators no longer work for a single firm but rather contract out their services to individual projects and then move on to other projects and companies. This team’s premise is that there will be a hybrid model where most companies will have to manage both the traditional workforce along with

a more fluid one. Hear about some of the tools the team has identified to help manage this hybrid model.

RECRUITING AND RETAINING EARLY CAREER TECHNICAL TALENT

In today’s market, R&D organizations must compete to

attract and retain the top early career technical talent. Using the results of several case studies and a survey completed by 350+ early career professionals, this research team reports on key elements of an early career recruitment and development experience that maximize

the mutual benefit for the employee and employer and enhances retention of top talent.

CAREER PATHS FOR INNOVATION

‘R&D’ and ‘innovation’ are often used interchangeably, but

function differently across different organizations and often reside in different places within an organization. This project team has worked to better understand where innovation sits in an organization and how individuals can progress to the top of this function. To do this, the team has conducted a survey of 45

R&D organizations on their innovation and R&D functions, interviews with thought leaders working with R&D and innovation professionals, and case studies of the path that individuals have taken to get to the top of innovation in their organization. The team will share key recommendations for individuals wishing to progress within innovation and R&D.

TALENT MANAGEMENT DEEP DIVETake an in depth look at key challenges affecting R&D talent management in small, interactive idea sharing sessions with fellow members.

Heather WhitemanHead of People Strategy, Analytics & OperationsGeneral Electric (GE) Digital

Heather Whiteman’s work focuses on identifying and defining key capabilities and talent segments and utilizing advanced workforce analytic techniques, such as machine learning, text analytics or modeling, to drive business insights and decision making in the areas of recruiting,

learning, development, organization design and culture. Of late, her work has been particularly focused on identifying & defining the talent shifts and strategy necessary to transform an industrial organization into a digital one.

Heather’s background includes leading Strategic Workforce Planning for GE Aviation and the Workforce Planning & Analytics group at Pacific Gas & Electric, as well as consulting in equal employment, affirmative action, validation and selection testing. She has a master’s degree in Industrial/Organizational Psychology, a PhD in Human Capital Management and currently teaches Introduction to Human Capital Analytics at UC Berkeley Extension.

Research-Technology Management’s Best Paper Published in 2016

OPENING KEYNOTE MAURICE HOLLAND AWARD

PROGRAM PREVIEWStrategic Challenges in R&D Talent Management project teams have tackled key issues facing R&D leaders as they work to optimize their most important asset: people.

Join colleagues to honor the 2017 Maurice Holland Award recipients Emily Barbara Kennedy, University of Akron, and Thomas Andrew Marting, GOJO Industries. Their paper, “Biomimicry: Streamlining the Front End of Innovation for Environmentally Sustainable Products,” (RTM, July-August 2016) was named “best paper” of 2016. This case study suggests that biomimicry may be a highly promising approach for driving innovation, and particularly

environmentally sustainable innovation.Holland Award selection is based upon rigorous criteria of

pertinence to the field of research management; significant contribution to the field of research management, originality of new management concepts, and excellence and clarity of presentation.

4 REGISTER ONLINE WWW.IRIWEB.ORG/MEMBERSUMMIT

RESEARCH GROUPSIRI’s Research groups operate in a highly collaborative environment of innovation leaders and practitioners from member organizations paired with subject matter experts to carry out deep explorations in areas of special concern to members. Together, volunteers share their experiences and research case studies to establish best practices regarding common issues of interest or concern. The research performed is leading-edge because it provides a broader and more diverse perspective for boosting the effectiveness of technological innovation by leveraging experts across all industries.Four project teams will report their findings.

Product Design for Mass CustomizationThis research effort has focused on the product design implications of mass customization on manufacturers/producers. Customer demand for individually configured and customized products is on the rise across all industries. Companies are faced with the challenge of maintaining cost and quality while producing customized products with heightened response to individual customer needs. This project has used a breadth of approaches and maturity of IRI members (and beyond) and will report on best practices that achieve design for customization while identifying common pitfalls.

Lean Startup in Large OrganizationsLean Start-Up is a new process for product development that replaces the stage gate process for developing products when there is high uncertainty in the market and/or technology – characteristics which typically occur in transformational and disruptive innovations. The lean start-up methodology had its beginnings in small companies (Eric Reis, The Lean Start-Up, Crown Publishing, 2011; Steve Blank, What the Lean Start-Up Changes Everything, HBR, May 2013). Large companies such as GE, Goodyear and Intuit have begun to adopt the process. As large companies are fundamentally different than start-ups, the methodology, practices, pitfalls, and lessons from small start-ups will have limited applicability to large companies. Accordingly, the purpose of this project has been to learn how lean start-up is actually used in large companies, which industries it might easily be applied to, and which industries need to modify and adopt the process. The team will report on the implementation methodology, best practices and lessons learned.

Adding Sustainability to the NPD ToolboxOver the past five years, two Research groups have examined how sustainability can be factored into R&D. Focusing on the planet (environment) portion of the triple P (people, planet and profits, P3), the first ROR proposed a sustainability maturity model that allowed companies to visualize where they were in the sustainability hierarchy. A second group, Sustainability Driven Innovation (SDI), examined sustainability driven innovation as a

methodology for companies to use sustainability as a way to drive innovation. At the conclusion of the SDI project, clinics were run to help and advise companies with an interest in sustainability, to move forward. These clinics revealed it was difficult for companies even with the flow chart, to move forward without more prescriptive advice. In order to understand and overcome the difficulty that many companies had in visualizing how they would use SDI, it has been the aim of this third project to help overcome the gap between a high level view on the importance of sustainability to a “how to do it” with examples of businesses originally in different phases of the maturity model.

Developing and Monetizing a Long Term Vision for R&DThe goal of this project has been to discover best practices for establishing a long-term vision for R&D that is tied to business strategies and how to use this vision to influence the strategy and direction of the firm. The team’s hypothesis was that R&D leaders must often make investments that extend beyond the normal business planning cycle, however, insights to guide these longer term R&D investments are often challenging for organizations. While organizations may have many of the pieces needed to form a long-term vision – such as market trends, voice of the customer, and customer and market insights – they lack critical pieces that will inform and justify longer term investments. The team will report on how companies are filling those gaps in long-term insights and how they are bringing the pieces together to form a compelling vision and translating this vision into actionable steps to guide long term R&D strategy.

ADDITIONAL WORKING GROUP SESSIONSWarning! You are entering an interactive zone. Prepare to work with fellow members on key tasks that will further the research of current ROR projects. Topics include: › Brilliant Failures › Growth Outside the Core › Developing and Monetizing a Long Term Vision for R&D Phase II

THE ROI OF TREND TRACKINGWhy bother keeping up with the ever-changing world of trends? Learn about the importance of taking the time to integrate trends analysis into your strategic planning process.

TRENDS WHITEBOARD SESSIONSAnalyze the top trends affecting R&D in the near and not-so-near future with the help of experts and fellow members. What should be top of mind for R&D leaders in 2018?

MORE SUMMIT HIGHLIGHTS


EVEN MORE WAYS TO CONNECT WITH COLLEAGUESOptional Activities EARLY BIRD MORNING ACTIVITIESJoin in one of these activities and make more connections with like-minded colleagues. › Running Club › Yoga › Sunrise Photography

FORT WORTH STOCKYARDSPut on your boots and get ready to learn about the history and culture of the Stockyards and see many celebrated Fort Worth landmarks.

FRITO-LAY R&D Tour the facility and meet the colleagues who make your favorite snacks.

FORT WORTH ALE TRAILJoin colleagues for a unique craft beer experience on this one of a kind “ale trail” that’s redefining the city one pint at a time.

PROFESSIONAL DEVELOPMENT PRE AND POST CONFERENCE WORKSHOPSPORTFOLIO MANAGEMENT MASTER CLASS

Learn to shape the strategic and financial goals of your company by using compelling and actionable portfolio analysis to influence corporate decision-makers.

Instructor Dr. Richard Bayney is a trusted training partner of IRI and President and Founder of Project & Portfolio Value Creation, a consulting boutique providing training and education in project, program, portfolio, resource, and risk management, as well as client services in strategic, business, and portfolio planning.All day event: Monday, October 2Fees: IRI Members: $995 | Non-Members: $1,195

OPPORTUNITY THINKING WORKSHOPHave you ever seen potential for growth, but the ideas developed have not delivered? This is all too common. Ideas alone are

failing us! It takes about 3,000 ideas to get to 100 projects, which result in only two launches, producing, on average, one product that breaks even. Opportunity Thinking enables a better understanding of real opportunities, turning insights into bigger ideas that truly deliver.

Instructor Pam Henderson, NewEdge, Inc., has worked with IRI for almost 10 years as a subject-matter expert on how to bridge the gap between tech push and market pull. All day event: Thursday, October 6Fees: IRI Members: $995 | Non-Members: $1,195

As always, great participants and opportunities for networking. Gems of insightful and thought-provoking info. KENT YOUNG, DIRECTOR OF TECHNOLOGY, SHERWIN-WILLIAMS COMPANY

SCHEDULE-AT-A-GLANCE

MEET OUR INDUSTRY PARTNERS

BRONZESILVER

MONDAY, OCTOBER 2Board & Committee MeetingsOptional Workshop - Portfolio Management Master Class (All day event)6:00 pm Welcome reception (open to all registered attendees)

TUESDAY, OCTOBER 37:00 am Optional: Running Club/Yoga/Sunrise Photography8:00 am Networking Breakfast/ Optional Early Risers Roundtable9:00 am Opening Keynote10:00 am Break10:15 am Talent Management Initiative Report-Outs. Round 111:00 am Networking Break11:30 am Talent Management Initiative Report-Outs. Round 212:15 pm Business Lunch1:45 pm John Deere’s Campus Party Experience Case Study2:15 pm MITRE’s Careers in Motion Case Study2:45 pm Networking Break

3:15 pm IRI Research Reports. Round 14:00 pm Break4:15 pm IRI Research Reports. Round 25:30 pm Networking Reception6:45 pm Optional: Bus to Fort Worth Stockyards

WEDNESDAY, OCTOBER 47:00 am Optional: Running Club/Yoga/Sunrise Photography7:30 am Networking Breakfast/ Optional Early Risers Roundtable9:00 am Choose your own Adventure

› Research Working Group Sessions › Frito-Lay R&D Field Trip (bus departs at 8:00 am) › Talent Management Deep Dive › Growth Outside the Core Roundtable (invitation only) › Biologically-Inspired Design Deep Dive

12:15 pm Holland Award Luncheon1:15 pm The ROI of Trend Tracking2:15 pm Break2:30 pm Trends Whiteboard Sessions3:30 pm Networking Break4:00 pm Holland Award Keynote5:30 pm Networking Reception6:30 pm Optional: Fort Worth Ale Trail

THURSDAY, OCTOBER 5Optional Workshop - Opportunity Thinking (All day event)

Schedule subject to change.

OCTOBER 5-6 Multi-Networks Conference(External Technology; Innovation Leaders; New Business Development)More details at www.iriweb.org/events


GENERAL MEETING INFO

REGISTRATIONThe early registration deadline is September 6, 2017. At least one registration for this event is included in your membership dues. You may have additional at-large registrations that can also be applied to this event. Questions? Call us at 703.647.2580. Register online at www.iriweb.org/membersummit

VENUEOmni Fort Worth Hotel1300 Houston StreetFort Worth, TX 76102Phone: 817.535.6664Omni Fort Worth Hotel offers a taste of Texas hospitality. Conveniently located in the heart of Fort Worth’s exciting downtown, the hotel is located within easy walking distances to the city’s cultural centers, nightlife, and restaurants.

HOTEL RESERVATIONSMake reservations by using the link provided online at www.iriweb.org/membersummit or by phoning 1.800.843.6664 or 1.800.THE.OMNI. Mention the IRI Member Summit to receive the conference rate of $239. per night. A limited number of government rate rooms are also available. Please reserve early and before September 6, 2017, when the IRI room block expires. Rooms and room rates cannot be guaranteed after this date, or when the block fills.

GETTING THERE- TRANSPORTATION OPTIONS

From Dallas/Fort Worth International AirportTaxi Service: Approximately $55Airport Shuttle Service AvailableTrinity Rail Express – The Rail links downtown Dallas Union Station or downtown Fort Worth’s T&P Station with CentrePort/DFW Airport Station Monday through Saturday.

From Dallas Love FieldTaxi Service: Approximately $75Airport Shuttle Service Available

Focused, organized, and overall high quality content presented in an action-oriented fashion. [It was] great to meet new people and potential collaborators.RYAN MURPHY, R&I EXTERNAL AFFAIRS COORDINATOR - NORTH AMERICA, SOLVAY USA, INC.

Top notch subject matter and top notch report outs.MATT MONROE, BUSINESS MANAGER, EDUCATION & MODULAR MARKETS, BARD MANUFACTURING CO.

2300 Clarendon Boulevard, Suite 400 Arlington, VA 22201

HOTEL RESERVATION DEADLINE | SEPTEMBER 6, 2017





EXPLORE BEST PRACTICES AND LEARNINGS FROM TALENT MANAGEMENT R&D AND INNOVATION EXPERTS › Learn how an R&D organization can effectively plan

for the competencies that will be needed now and in the long term

› Lessons learned and tips to use to effectively retain your early career technical talent

› Explore how the role and path of R&D leaders are changing now and into the future

› Come away with a set of tools R&D organizations can use now to effectively manage R&D liquid talent

› Share your challenges and success with colleagues from a large cross section of industries

› Build new partnerships and business relationships in a trusted collaborative environment

About IRI The Industrial Research Institute (IRI) is the nation’s leading association of nearly 200 companies and federal laboratories having a common interest in the effective management of technological innovation. IRI is the only cross-industry organization networking the world’s best practitioners and thought leaders to seek, share, learn and create. www.iriweb.org

REGISTER ONLINE AT WWW.IRIWEB.ORG/MEMBERSUMMIT

STRATEGIC CHALLENGES IN R&D Talent Management 2017 Member...May 2013). Large companies such as GE,...

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