RoR 05-04 Utilization of Top Technical Talent February 27, 2007 Co-Chairs Brian Heft Dave Kashdan Steve May Subject Matter Experts George Farris Steve Green Sponsored by the Center for Innovation Management Studies 1 Goals of Today’s Meeting Review activities to date Decide how to report to IRI membership Industry Fellows Forum Interview study results (quick summary, since reported earlier) Surveys of Fellows and Managers RTM article Offer survey as a tool for IRI company use? SIS? Plenary? Decide how best to close the project Connect to Industry Fellows Forum? IRI “Fellows Network?” Possible new “Son of TTT” project? Sponsored by the Center for Innovation Management Studies 2 Industry Fellows Forum ~ 25 companies, including IRI members Meetings March 2006, November 2006, October 2007 E. g., Boston Scientific, Chevron/Texaco, Cray, Delphi, EDS, Ford, GE, GM, Honeywell, HP, IBM, Lockheed Martin, Los Alamos Lab, Microsoft, Motorola, Pitney Bowes, P&G, TI, Westinghouse Hosts: Bechtel, Intel, Boeing, DuPont, Northrup Grumman ~ 45 attendees at last meeting, mostly corporate Fellows Topics Fellows roles within company and professions Technology programs for the 21st century Sponsored by the Center for Innovation Management Studies 3 9:00-9:20 Forum Kick-Off and Welcome 9:20-9:35 Ice Breaker #1 Andy Taylor Dir., Intel Fellows Office 9:35-9:55 Pre-Conference Survey Results Steve Coe, Prgm. Mgr., Boeing & Andy Taylor 9:55-10:40 Top Technical Talent Steve Green Purdue George Farris Rutgers 10:40-10:55 BREAK 10:55-12:15 Breakout Groups South View Gene Meieran Intel Senior Fellow Introductions, Agenda, Opening Remarks 1) 2) 3) 4) 2 in North View/2 in S. Green/G. Farris: Using Your Top Tech Talent G. Meieran: From Research to Product P. Carrato/S. Coe: How Can Felows Close the Education Gap K. Hayes/A. Taylor: Influence Your Company 12:15-1:40 GROUP PHOTO & LUNCH View Lounge 1:40-2:40 Breakout Group Report Outs (15 minutes each) – 2:40-2:55 Ice Breaker #2 2:55-3:20 Technology Roadmap from SpaceShip One 3:20-3:45 Utilization of the Technical Fellowship at The Boeing Company 3:45-4:10 Mentoring Excellence in Technology 4:10-6:00 OPEN/Networking Time: Museum of Flight access until Sponsored by the Center for 6:00 PM Innovation Management Studies 6:00 PM - Busses available to transport attendees to Edgewater ALL ATTENDEES (Divide into 4 groups) 30 min. brainstorm 30 min. synthesis/solution 20 min. rewrite North Include a Recommendation of What Should Happen Next! Four Breakout Group Leaders Andy Taylor Ray Haynes Northrup Ken Hays - Boeing Cliff Cook - Chevron Meet Outside Museum 4 Utilizing Top Technical Talent (TTT) Interview and Survey Results February 27, 2007 George Farris Steve Green Sponsored by the Center for Innovation Management Studies 5 Interviews 5 Companies A: chemical production B: resource exploration C: chemical production D: large systems manufacturing E: technology development and services 64 Individuals TTT in the top 2 levels of the technical ladder TTT > 20 years with the company - top 1% of the personnel on the technical ladder. Business managers at the VP, Director, and Business Unit leader levels Very smart and thoughtful! Sponsored by the Center for Innovation Management Studies 6 Findings in 5 key areas 1. 2. 3. 4. 5. Road to the top: becoming a TTT Training and development for new TTT & their managers TTT role expectations by TTT & managers TTT role as realized Structure & policies affecting TTT Sponsored by the Center for Innovation Management Studies 7 TTT Role Expectations Jointly Held Mentoring & give-back to technical community Corporate conscience Technical go-to guy/guyette Strong technology networker Stimulates more radical innovation Sponsored by the Center for Innovation Management Studies 8 Diverging Expectations for TTT Issue TTT Managers Stewards of technical ladder Yes To a point TTT autonomy & budget Yes Maybe not—related to reporting level Linked to the top Yes Mixed opinions—co. differences Drivers of ideas to realization Maybe Yes Gatekeepers on key business decisions Yes Mixed opinions Sponsored by the Center for Innovation Management Studies 9 Some Structure & Policy Questions How are TTT connected to one another? – doesn’t happen naturally Are there technology boards/councils/teams to draw value from TTT? Do TTT have time for them? Do budgeting requirements constrain or empower TTT? Where do TTT report? When too low, TTT have limited voice, leverage, and respect Is the TTT in central R&D or a business unit? – different experiences Is TTT a “hobby” or a “real job?” – confusion & conflict How much autonomy for TTT? How evaluate TTT performance? Who does it? Do planning & decision structures fuel TTT value? How many TTT should there be? Cap on the number? Sponsored by the Center for Innovation Management Studies 10 Survey To gather information quickly from > 5 companies and check for general patterns Survey drafts vetted by IRI Research-onResearch Committee members Thank you to 73 Fellows and 37 Managers 24 Fellows, 15 Managers from 05-04 TTT 49 Fellows, 22 Managers from IFF Questions: 4 scaled 1-7; 7 open-ended Highlights of results Sponsored by the Center for Innovation Management Studies 11 Fellow vs. Previous Position (Open-ended question) Fellows said Managers said Not much difference More diverse work & perspectives; co. consultant More influence on co strategy, policy, processes Professional society roles Added respect, credibility, compensation, freedom No difference More leadership and scope of influence More strategic input and advice to management “Fellow” can mean variety of things Sponsored by the Center for Innovation Management Studies 12 Fellows’ Contributions to Technical Fields and Business Success (Maximum=7) Total Fellows’ Views Managers’ Views Technical Fields 4.67 4.59 4.82 Business Success 4.41 4.35 4.53 Sponsored by the Center for Innovation Management Studies 13 Technical Contribution Issues (Open-ended question) Fellows say: Resources and time Fellows not visible to one another; focus on own specialties Short-term emphasis of co. Managers say Time, freedom, and budget WE keep them busy on short term Need more proactivity Sponsored by the Center for Innovation Management Studies 14 Business Contribution Issues (Open-ended question) Fellows say More involvement in risk planning and project evaluation Business leaders do not understand our potential contribution; not consulted Narrow focus; compartmentalization in silos Fellow communication and influence skills Managers say Lack “business savvy” and/or people skills We need to connect technical and business sides No clear mandate Sponsored by the Center for Innovation Management Studies 15 Actual Roles for Fellows vs. Ideal Roles: Fellow and Manager Views Please think of your current work situation as a Fellow. How do you see yourself ACTUALLY functioning? (16 items, 1-7) Now, please think of the IDEAL work situation for a Fellow. How should a Fellow ideally function? (same 16 items and scale) Sponsored by the Center for Innovation Management Studies 16 Fellow Activities—Most Able To: Mean Fellows Say Managers Say (Maximum= 7) Be recognized within the profession for expertise and leadership 5.11 5.02 5.31 Be knowledgeable about emerging technologies developed in organizations outside the company 5.10 5.11 5.07 Contribute value to the company's business 5.08 4.95 5.34 Mentor junior members of the technical staff 5.07 5.06 5.09 Actively influence technical communities of practice within the company 4.91 4.82 5.12 Drive new ideas to realization 4.89 4.95 4.77 *Influence top technical management 4.76 4.59 5.16 Be recognized for past accomplishments 4.74 4.75 4.72 Sponsored by the Center for Innovation Management Studies 17 Fellow Activities—Least Able To: Mean (Maxim um=7) Fellows Say Managers Say *Influence broad technology strategy 4.59 4.37 5.08 Have freedom to work on my own ideas 4.38 4.38 4.39 4.35 4.19 4.63 3.72 4.02 4.73 Challenge the company to undertake radical innovation 4.30 *Direct and control my own resources and budget 4.29 *Have time for 'Fellow activities' which are different from my traditional technical role 4.26 Have access to resources and budget 4.03 4.14 3.84 Influence top business management 4.00 3.92 4.16 Be a gatekeeper on business decisions 3.41 3.38 3.47 Sponsored by the Center for Innovation Management Studies 18 Fellow Activities—Most Important Ideally Mean Be knowledgeable about emerging technologies developed in organizations outside the company Contribute value to the company's business Influence top technical management 5.72 5.67 5.60 Influence broad technology strategy 5.56 Actively influence technical communities of practice within the company 5.56 Mentor junior members of the technical staff Drive new ideas to realization 5.42 5.38 Challenge the company to undertake radical innovation Sponsored by the Center for Innovation Management Studies 5.33 Fellows Say Managers Say 5.71 5.75 5.62 5.76 5.67 5.52 5.55 5.59 5.54 5.60 5.52 5.17 5.49 5.21 5.45 5.13 19 Ideal Fellow Activities—Lower Ranked Mean Fellows Say Managers Say Have freedom to work on his/her own ideas 5.27 5.29 5.25 *Be recognized within the profession for expertise and leadership 5.21 5.09 5.62 Influence top business management 4.97 5.07 4.76 *Have access to resources and budget 4.87 5.26 4.29 Have time for 'Fellow activities' which are different from a traditional technical role 4.83 4.85 4.80 *Direct and control my own resources and budget 4.76 5.19 3.93 Be recognized for past accomplishments 4.51 4.53 4.45 *Be a gatekeeper on business decisions 4.28 4.43 3.93 Sponsored by the Center for Innovation Management Studies 20 Most Important Actual-Ideal Gaps (Open-ended question) Fellows say Lack of adequate time and resources Business model requires billability “Ivory tower” fellows hurt credibility Lack “avenue” to truly influence co. business decisions Managers say Just an “honorary title;” no mandate Time and resources Individual differences Sponsored by the Center for Innovation Management Studies 21 Most Important Behaviors for Fellows (Open-ended question) Fellows say Technical leadership, vision, integrity, breadth and depth Strong networks, internal, external, crossfunctional Mentoring Drive new technologies to commercialization Disagree with senior management when needed Sponsored by the Center for Innovation Management Studies 22 Most Important Behaviors for Fellows (Open-ended question) Managers say Deep technical knowledge and curiosity Broad business understanding Technology leadership Networking inside and outside company Mentoring Sponsored by the Center for Innovation Management Studies 23 Best Features of Your Company’s Fellows Program—Fellows Say (Open-ended question) Relative freedom to explore, lead, impact Direct access to senior management Internal recognition and respect Networking opportunities with Fellows Small discretionary funding Breadth of exposure to business groups Support of top management for Fellows concept Sponsored by the Center for Innovation Management Studies 24 Best Features of Your Company’s Fellows Program—Managers Say (Open-ended question) Outstanding individuals, very selective Diversity and breadth of exposure of Fellows Mentoring Allows freedom and independence Provides vision to grow as an expert in technical field important to company Sponsored by the Center for Innovation Management Studies 25 Summing Up: Dimensions of TTT Programs Recognition Knowledge management Recognize and reward TTT contributions to business Support a viable technical ladder TTT as mentors and role models Facilitate TTT role in knowledge acquisition, sharing, utilization Internal technical communities External leadership in technical specialties Influence on company technology Facilitate TTT involvement in broad technology strategy Freedom, time and resources to explore technical leads Ability to influence top technical and business management Sponsored by the Center for Innovation Management Studies 26 Summing Up: Major Trends Recognition—most TTT programs seem pretty good at it Knowledge management—wide range of success, from virtually nothing to internal “Fellows Academies” Influence on company technology—an area for improvement in many companies Sponsored by the Center for Innovation Management Studies 27 Q&A Thank You Sponsored by the Center for Innovation Management Studies 28 Fellows' Actual and Ideal Roles: Views of Fellows and Managers 3 3.5 4 4.5 5 5.5 6 Influence broad technology strategy Have time for "Fellow activities" Be recognized for past accomplishments Contribute value to the company's business Actively influence communities of practice in co. Be knowledgeable about emerging technologies developed outside co. Be recognized within the profession for expertise and leadership Fellows' Self-Reports Drive new ideas to realization Be a gatekeeper on business decisions Managers' Views of Fellows Fellows' Ideal Managers' Ideal for Fellows Influence top technical management Influence top business management Mentor junior members of the technical staff Challenge the company to undertake radical innovation Direct and control my own resources and budget Have access to resources and budget Have freedom to work on my own ideas Sponsored by the Center for Innovation Management Studies 29 Gaps between Ideal and Actual Roles—Fellows’ Views BIGGEST GAPS Access to resources Influence top business management Gatekeeper on business decisions Influence broad technology strategy Time for “Fellow activities” SMALLEST GAPS Recognition for past accomplishments Recognition in profession Direct own budget Drive new ideas to realization Contribute value to company Sponsored by the Center for Innovation Management Studies 30 Gaps between Ideal and Actual Roles—Managers’ Views BIGGEST GAPS SMALLEST GAPS Challenge co. to radical Recognition for past innovation accomplishments Freedom to work on own Time for “Fellow ideas activities” Influence top business Recognition in profession management Direct own budget Access to resources Mentor junior staff Knowledgeable about emerging technology outside co. Sponsored by the Center for Innovation Management Studies 31 Managers and Fellows Agreements and Disagreements about Gaps AGREEMENT Biggest gaps Access to resources Influence top business management Smallest gaps DISAGREEMENT Have time for “Fellow activities” Fellows: not enough time Managers: more than enough time Recognition for past accomplishments Recognition in profession Direct own budget Sponsored by the Center for Innovation Management Studies 32 Correlates of Perceived Fellow Contributions Fellows’ Views Technical Fields None Business Success --Contribute value to co. business --Drive new ideas to realization Sponsored by the Center for Innovation Management Studies Managers’ Views --Influence top business management --More freedom --Direct own budget --Less freedom 33 Other Comments (Open-ended question) Fellows Free time Fellows need to learn to sell themselves Benchmarking with other cos. Our Fellows are well networked to share best practices within the co. Managers say Our business unit structure inhibits recognition of a Fellows group Fellows are too narrowly focused Sponsored by the Center for Innovation Management Studies 34 Some Possible “Best” and “Worst” Practices Nomination by future managers, clear TTT job description; final decision by top executive Internal “academies” Orientation for TTT & TTT’s manager TTTs help find & evaluate business opportunities— corporate-wide TTT as mentors/role models Self-nomination?; unclear job description; final decision in BU TTT connections only informal Reporting too low No discretionary budget (charge no.) Full time day job—no clear release time for TTT activities without “begging” Sponsored by the Center for Innovation Management Studies 35