R&D management expertise for R&D portfolio management, technology roadmapping, research methodology, patent strategy, lab management, academic partnerships, and regulatory pathways. Use when managing research programs, planning technology roadmaps, or building patent portfolios.
Comprehensive R&D frameworks for research strategy, technology roadmapping, and innovation pipeline management.
PORTFOLIO DIMENSIONS:
BY TYPE:
- Basic Research (10-20%)
- Applied Research (20-30%)
- Development (50-70%)
BY TIME HORIZON:
- Near-term (<2 years)
- Mid-term (2-5 years)
- Long-term (>5 years)
BY RISK:
- Core (incremental)
- Adjacent (new territory)
- Breakthrough (transformational)
PORTFOLIO BALANCE:
Mature companies: More development, less research
Growth companies: More research, balanced development
Disruption risk: More breakthrough investment
| Metric | Formula | Benchmark |
|---|---|---|
| R&D Intensity |
| R&D Spend / Revenue |
| Industry specific |
| R&D Efficiency | New Product Revenue / R&D Spend | >2x |
| Patent Yield | Patents / R&D Spend | Varies |
| Time to Market | Concept to launch | Decreasing |
| Project Success | Successful / Total projects | 20-40% |
CENTRALIZED:
- Single R&D organization
- Economies of scale
- Technology leverage
- Long-term focus
Pros: Efficiency, coordination
Cons: Distant from business
DECENTRALIZED:
- Business unit R&D
- Close to market
- Faster response
- Application focus
Pros: Relevance, speed
Cons: Duplication, short-term
HYBRID:
- Central research labs
- BU development teams
- Shared services
- Technology transfer
Pros: Balance
Cons: Coordination complexity
TECHNOLOGY ROADMAP LAYERS:
MARKET LAYER:
- Customer needs
- Market trends
- Competitive dynamics
- Regulatory changes
PRODUCT LAYER:
- Product generations
- Feature evolution
- Platform decisions
- Release timing
TECHNOLOGY LAYER:
- Core technologies
- Enabling technologies
- Emerging technologies
- Technology dependencies
RESOURCE LAYER:
- Capabilities needed
- Skill development
- Partnerships
- Infrastructure
| Phase | Activities | Output |
|---|---|---|
| Planning | Scope, team, timeline | Charter |
| Analysis | Market, technology, gap | Insights |
| Synthesis | Prioritization, sequencing | Draft roadmap |
| Validation | Stakeholder review | Refined roadmap |
| Communication | Publication, training | Deployed roadmap |
| Maintenance | Updates, governance | Living document |
TECHNOLOGY READINESS LEVELS (TRL):
TRL 1: Basic principles observed
TRL 2: Technology concept formulated
TRL 3: Experimental proof of concept
TRL 4: Technology validated in lab
TRL 5: Technology validated in relevant environment
TRL 6: Technology demonstrated in relevant environment
TRL 7: System prototype demonstrated in operational environment
TRL 8: System complete and qualified
TRL 9: Actual system proven in operational environment
INVESTMENT BY TRL:
TRL 1-3: Research funding
TRL 4-6: Development funding
TRL 7-9: Engineering/Launch funding
| Type | Goal | Duration | Risk |
|---|---|---|---|
| Basic | New knowledge | 3-10+ years | Very High |
| Applied | Specific applications | 2-5 years | High |
| Development | Productization | 1-3 years | Medium |
| Engineering | Commercialization | 6-18 months | Lower |
For detailed research methodology, lab management, product development frameworks, and engineering standards, see Research Frameworks Reference.
| Model | Investment | IP Rights | Engagement |
|---|---|---|---|
| Sponsored Research | Funding | Negotiated | Project-based |
| Consortium | Shared | Pre-competitive | Multi-party |
| Licensing | Royalties | Licensed | Transaction |
| Joint Venture | Equity | Shared | Deep |
| Chair/Fellowship | Endowment | None | Talent access |
COLLABORATION FRAMEWORK:
RELATIONSHIP BUILDING:
- Faculty engagement
- Student recruiting
- Advisory boards
- Speaking engagements
PROJECT MANAGEMENT:
- Clear objectives
- Milestone tracking
- Regular communication
- IP agreements upfront
TECHNOLOGY TRANSFER:
- Licensing evaluation
- Patent prosecution
- Startup spin-offs
- Joint development
SUCCESS METRICS:
- Publications
- Patents
- Technologies adopted
- Hires from program
For detailed regulatory pathways and clinical development phases, see Regulatory & Clinical Development Reference.
| Category | Metric | Benchmark |
|---|---|---|
| Input | R&D spend | % of revenue |
| Process | Project milestones | On-time % |
| Output | Products launched | Per year |
| Efficiency | Cost per project | Improving |
| Quality | First-time success | >30% |
| Speed | Cycle time | Decreasing |
GOVERNANCE STRUCTURE:
PORTFOLIO REVIEW BOARD:
- Investment allocation
- Project prioritization
- Resource decisions
- Go/No-go decisions
PROJECT GOVERNANCE:
- Stage gate reviews
- Technical reviews
- Business case updates
- Risk management
TECHNICAL GOVERNANCE:
- Architecture decisions
- Technology standards
- Platform decisions
- Make/buy/partner
MEETING CADENCE:
| Forum | Frequency | Participants |
|-------|-----------|--------------|
| Portfolio Review | Quarterly | Executives |
| Project Review | Monthly | Project sponsors |
| Technical Review | As needed | Technical leaders |
| Team Standups | Weekly/Daily | Project teams |
DUAL LADDER SYSTEM:
TECHNICAL TRACK:
- Associate Engineer
- Engineer
- Senior Engineer
- Principal Engineer
- Fellow
- Distinguished Fellow
MANAGEMENT TRACK:
- Team Lead
- Manager
- Director
- VP Engineering
- SVP/CTO
EQUIVALENCIES:
Principal Engineer ≈ Director
Fellow ≈ VP
Distinguished Fellow ≈ SVP
CAREER DEVELOPMENT:
- Technical certifications
- Publication requirements
- Patent expectations
- Leadership development
COMMUNITY BUILDING:
KNOWLEDGE SHARING:
- Technical forums
- Lunch & learns
- Internal conferences
- Best practice sharing
DEVELOPMENT:
- Training programs
- Mentoring
- Rotation programs
- External conferences
RECOGNITION:
- Technical awards
- Patent recognition
- Publication support
- Innovation prizes