Presentation from "Shark Tank" Innovation Summit shared @ Elliot Masie's Learning 2013: ------- Need to innovate but not sure how to gather and evaluate ideas? Eager to engage your employees’ creativity by giving them a stake in the business? Want to encourage and evaluate up-and-comers in a large organization? Learn how we do all of this at PTC with an annual ideation & innovation tournament that culminates in a summit modeled after the TV show "Shark Tank". Discover how we elevate and invest in the best ideas through a combination of our • Innovation Community Site • Ideation & Innovation process • Communication & Engagement Strategies See also: https://youtu.be/LTODNNXcC9o

1. Ideation & Innovation 2013
Presented at Learning 2013
Adrian La Sala
PTC University
Product Management Manager

2. 2
Process Plan

3. 3
Ideate
• Submit Ideas
• Solicit
Comments
• Look for
Collaborative
Opportunities
Refine
• Polish Idea
• Incorporate
Feedback
Vote
• Peer
Marketplace
Voting
• Stakeholder
Down-selection
• Promote to the
Next Phase
Develop
• Establish
Mentor
• Form Team
• Develop Pitch
• Practice Pitch
Pitch
• Innovation
Summit
• Pitch Idea
• Voting
• Select for
Implementation
Ideation to Innovation
Ideation Community Phase Innovation Summit Phase

4. 4
Timeline
Pre-launch
• February
Ideation Community Phase
• March – May
Innovation Summit Phase
• May - July
Pre-
•February
•2 weeks
Ideate
•March –
Mid-April
•6 weeks
Refine
•Mid-April
•2 weeks
Vote
•Voting -
May
•Selection -
May
Develop
•June - July
•6 weeks
Pitch
•Late July

5. 5
Communication Plan

6. 6
Pre-
•Sponsor Intro Email
•Ideation 2013
Objectives
•New Site Coming
Soon
•CTA: Start thinking of
ideas
•Kickoff Email
•Email explaining it is
Live
•Pointing to About
page and Process
Video
•About Page
•Objective
•Process Overview
(Video)
•What’s in it for you
Ideate
•Announcements
•Open for
Submissions
•Check out some
great ideas!
(Comment)
•Submissions Period
Closing
•Site Tips
•How to Submit Ideas
•How to Follow
Community
•How to Manage
Duplicates
•How to Earn Badges
•Recognition
•Badge
Earners/Leader
Board
Refine
•Announcements
•Refinement Open
•Evaluating Ideas
•Refinement Closing
•Site Tips
•How to Give Kudos
•How to Edit your
Ideas
•Recognition
•Kudos for most ideas,
most commented,
etc.
Vote
•Announcements
•Vote Now!
(Explains Voting)
•Check out the Ideas
in the Lead
•Voting Closing Soon
•Site Tips
•Yes You Can Move
Your Votes!
•Recognition
•Leaderboard Midway
•Winners
Communication Plan
Ideation Community Phase

7. 7
Develop
•Announcements
•Selected Ideas (and Teams)
•Innovation Summit Coming
Soon!
•Site Tips
•How to Find Promoted Ideas
•How to Build Pitches
•Previous Pitches as Videos
•Recognition
•Kudos
Pitch
•Announcements
•Meeting Results
•Site Tips
•How to Find Implemented
Ideas
•Recognition
•Award Winners
Post-
•Announcements
•Winning Pitch Replays
•Periodic Updates
•Next Year’s Innovation Plan
Communication Plan
Innovation Summit Phase

8. 8
IdeateStage
• Authoring Ideas
•Tip: You can use rich formatting, bulleted and numbered
lists, heading levels and even images to make your idea
look its best.
•Tip: Before you submit, you can search to see if anyone
else has submitted something using some of the same
terms
•Tip: Don't forget you can edit your ideas. Details here:
•Tip: There is a built in spell checker! Yes, I forget to use it
too…
• Managing Ideas
•Tip: Get your colleagues to look over your ideas, suggest
improvements, and Follow the Community…
•Tip: If someone comments on your idea, you get a
notification. You can reply to that notification to comment
on their comment.
•Tip: Find an idea you want to remember to vote for? Use
"Follow-up" to flag it for later. Details here:
• Announcements
•Just two weeks remaining!
•Over 200 ideas have been submitted! Monday is your last
chance to submit an idea!
VoteStage
• Getting Votes
•If you have an idea in the running, start lobbying for votes!
• Voting
•Tip: You can allocate more than one vote to an idea.
•Tip: You can move your votes if you find a different idea
you like more.
•Tip:
• Announcements
•One Week Remaining
•The Voting Period Closes Automatically!
Microblogging
Drip-fed encouragement and tips

9. 9
Announcements Submitting Ideas Refining Ideas Finding Ideas Evaluating Ideas
Developing
Ideas
Pitching Ideas Time’s Up How To Commenting
Community Recognition Duplicates Kudos Moving Ahead
News Thumbnail Iconography
Fotolia Stick Figures

10. 10
News Article Imagery
Announce Innovation Innovation Idea Goal Idea
How To Time’s Up Hurry Awards Badges

11. 11
Recognition Plan

12. 12
IdeationPhase
•Automatic Badging
•Idea Badge(s)
•Commenting Badge(s)
•Percent Completion Widgets
•Idea Leaderboard
•Top Ideas
•Top Idea Submitters
•Kudos
•Selection
•Most Ideas
•Most Discussed Idea
•Most Selected Ideas
•Highest Number of Votes
•Stakeholder Favorites
•Selection
•Invitation to Live (Virtual?) Meeting?
InnovationPhase
•Top Ideas
•Involved in Project
•Credit in Project
•Acknowledgements / Kudos
•Best Pitch
•Best Idea
•Most Gold Tickets
•Made it to Day Two
•Ad hoc Fun Prizes / Certificates
Recognition Plan
Encourage and Reward…

13. 13
Automatic Badging & Leaderboards
Discoverable Gamified Reinforcement

14. 14
Kudos
Manually Delivered & Announced Recognition
IdeateStage
VoteStage