R&D strategy and portfolio management best practices

Are you world class at managing your Research and Development strategy and innovation?


Discover R&D strategy and portfolio management on the following areas:

  • Strategy and roadmaps, including
    • Innovation Strategy, including Open innovation 
    • Technology and customer roadmaps
    • Standardisation and modularity
    • Methodology and standardisation
  • R&D portfolio, including
    • Idea and project Portfolio
    • Ideation process
    • Intellectual Property
    • Product Portfolio

Perform a detailed evaluation of you R&D strategy and portfolio management 

Best practices are in the form of a structured questionnaire to evaluate your practices against our benchmark.

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Service detailed description


36 best practices of Research and Development on strategy and portfolio management
Pyramidal structure of 2 areas and 8 sub-areas, giving both a detailed and a consolidated view

Best practices are organised within the Wevalgo R&D strategy and portfolio management framework

 R&D strategy and portfolio management assessment

Summary description

Strategy and roadmaps

  • Innovation strategy: how is the strategy defined and with what level of detail? What are the objectives and plans for implementation?
  • Technology and customer roadmaps: how are customer needs and new technologies anticipated and formalized in roadmaps? Are its roadmaps shared and made consistent?
  • Standardisation and modularity: how are the different systems, components or parts standardised in order to reduce development times and costs (R&D of manufactured products or project engineering)?
  • Standardisation of methods: how scientific methods (characterisation, formulation...) are standardised (scientific R&D; biology, chemistry...)?

Innovation portfolio

  • Portfolio of ideas and projects: how are the different projects prioritized at each stage (idea, feasibility, project...)
  • Ideation process: how are new ideas stimulated and managed?
  • Intellectual property: how does R&D protect its inventions and monitor the patent market?
  • Product portfolio: how the life cycle of products already on the market is analysed and used as an input for R&D?

Example of usage for evaluation

Perform a detailed evaluation of your R&D focused on strategy and portfolio management to:

  • precisely understand Innovation strategy and portfolio management strengths and weaknesses through quantified data allowing internal and even external comparisons
  • define new ways of working, trainings, or other improvement actions
  • define targeted areas to monitor closely
  • easily compare improvements and progress at different points in time

Get instant and full access to reports as soon as evaluations are completed.

Gain multi-level analysis on several axis that can be explored in varied depths and dimensions through a user friendly results menu. A few samples of the results report are shown below

Heat map
Visualise the performance and their drivers at a glance across all categories and sub-categories
Results by organisational dimension
Compare performance across your own, relevant and entirely customisable organisational dimensions. For example by geographical locations, departments, hierarchical levels or any other you see fit. Zoom in to breakdowns by category, subcategory and/or question
Results by evaluator and category
You can see detailed results to better understand the causes of your organisation performance
Wevalgo excellence model Results
Get valuable insight into areas and axes of progress thanks to our embedded Wevalgo model. Other analytical models may be incorporated, see key concepts for more information)

To see a full example of report result,

We have expert consultants on hand to build their own evaluations, assist you and interpret your results. Select the Expert Review option on the purchase menu.

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