Incubate (Develop Opportunities)


Need an incubator for your riskiest projects? With our Incubate app, you can set up a pipeline for nurturing, managing, and tracking the development of projects over time, away from the pressures of a business environment.

Read below to learn more about this process and how to progress through the pipeline.

 

Table of Contents

Getting Started

  • To quickly recap on how to create your Incubate process, navigate to your Apps screen, and select the Incubate app.

 

  • Once there, select "Set Up Incubate Process"
  • Fill out your title, description, audience to complete the wizard.

 

Site Home Page

  • Once you create your new Incubate process, you will be brought to your Incubate site home page.
  • Here, you can update the site hero imagechange your submission form, and more!
    • For more suggested edits, refer to our Incubate App - Launch Playbook here.
    • Review this list of user roles that are recommended for the Incubate app here.

Pipeline Steps View

 

  • After successfully creating your Incubate App you will see that it comes with preconfigured stages and steps.  
  • To navigate there, select Admin --> Manage Pipeline
  • For a quick recap on the overall Incubate process, refer to this process overview here.
  • The Incubate app comes with the following out of the box preconfigured stages and steps:
    • Discovery
      • Project Submission
    • Research
      • Research Development
    • Prototype
      • Prototype Development
    • Pilot
      • Pilot Execution 
    • Iterate
      • Pilot Iteration
    • Package
      • Launch Project
    • Archive
      • Archived Projects

 

Discovery 

  • Project Submission
    • Once project team members drop projects into the incubation pipeline, it will be put into the "Project Submission" step first.
    • There is no associated tool type configured for this step
    • Incubate Pipeline Manager(s) can configure any tool type for this step if evaluation is needed before projects progress to the "Research" stage.

 

Research

  • Research Development
    • The only step in the "Research" stage is the "Research Development" step
    • This step comes pre-configured as a "Development" tool type
    • Project Team Members will receive a "Development" action items after projects are moved from "Project Submission"
    • Project Team Members will have the opportunity to rate them, based on the questions configured for the "Development" tool type. 

 

 Prototype

  • Prototype Development
    • The only step in the "Prototype" stage is the "Prototype Development" step 
    • After the "Research Development" step, Incubate Pipeline Manager(s) can chose which projects to advance to the "Prototype Development" step.
    • This step also comes pre-configured as a "Development" tool type
    • After a project is moved into the "Research Development" step, the configured project team members will receive a "Development" action item

 

Pilot

  • Pilot Execution
    • The only step in the "Pilot" stage is the "Pilot Execution" step 
    • After the "Prototype Development" step administrators can chose which projects to advance to the "Pilot Execution" step
    • This step also comes pre-configured as a "Development" tool type
    • After a project is moved into the "Pilot Execution" step the configured project team members will receive a "Development" action item

 

Iterate

  • Project Iteration 
    • The only step in the "Iterate" stage is the "Project Iteration" step 
    • After the "Pilot Execution" step Incubate Pipeline Manager(s) can chose which projects to advance to the "Project Iteration" step.
    • This step also comes pre-configured as a "Development" tool type
    • After a project is moved into the "Project Iteration" step the configured project team members will receive a "Development" action item

 

Package

  • Launch Preparation
    • After "Project Iteration", projects are moved into the "Launch Preparation" step
    • There is no associated tool type configured for this step.
    • Incubate Pipeline Manager(s) can configure any tool type for this step if evaluation is needed before projects progress to either the "Launch" or "Archive" stages.  

 

Launch

  • Launch Projects
    • After "Launch Preparation", projects that are launched, are moved into the "Launch Projects" step
    • There is no associated tool type configured for this step.

Archive

  • Archive Projects
    • After "Launch Preparation", projects that are not moving forward - are moved into the "Launch Projects" step
    • There is no associated tool type configured for this step. 

 

Please comment below with any questions or feedback, Happy Innovating!

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