PHASE NAME HERE

TOOL NAME HERE. TWO LINES

“ Lore m i psum dolor sit amet , consectetur adipiscing elit . Et i a m p ret i u m, l ec tu s i d
l obort i s fac i l isis.”

QUOTE NAME HERE

2 . P R E PA R E O U RS E LV E S F O R CO L L A B O R AT I O N
COLLABORATION QUOTIENT (CQ).

“No one cares h o w mu c h yo u kn o w, u n t i l t h ey kn o w h o w mu c h

you care.”

T H E O D O R E R O O S E V E LT

The C ollab o rat i o n Q uo t ie nt (CQ ) to o l helps to explo re the

aptitudes t hat a re needed fo r su ccessfu l o pen inno vatio n. By
com par ing the Co llabo ra tio n I Q o f a n o rga nisatio n a nd its peo ple we
can exam ine any dif ferences and sta r t to think abo u t cu ltu re change
or training pro grammes needed.
 COLLABORATION QUOTIENT (CQ).
“ N o one care s how much you k now, until they k now how m u c h yo u ca re.”

T H E O D O R E R O O S E V E LT

Ma r k X fo r yo u rs e lf.
Ma r k O fo r yo u r o rgan isa t ion .

VE RY.

NOT
VE RY.

R I S K- TA K E R FLEXIBLE RECEPTIVE NETWORKED ENTREPRENEURIAL E M PAT H E T I C

N A M E : D A T E : T E A M :
 COLLABORATION QUOTIENT (CQ) - EXAMPLE.
“ N o one care s how much you k now, until they k now how m u c h yo u ca re.”

T H E O D O R E R O O S E V E LT

M a r k X fo r yo u rs e lf.
M a r k O fo r yo u r o rgan isa tion .

VE RY.

0
X 0 X
X X
X
0 0 X 0
NOT
VE RY.
0
R I S K- TA K E R FLEXIBLE RECEPTIVE NETWORKED ENTREPRENEURIAL E M PAT H E T I C

Frank Bank D A T E :
N A M E : 1st March T E A M : Open Innovation
 PHASE NAME HERE
TOOL NAME HERE. TWO LINES
“ Lore m i psum dolor sit amet , consectetur adipiscing elit . Et i a m p ret i u m, l ec tu s i d
l obort i s fac i l isis.”

QUOTE NAME HERE

4. DISCOVER NEW IDEAS

NETWORK BUILDER.

“Innovatio n i s a by- p ro du c t o f en g a g ed n et wo r ks .”

VERNA ALLEE

The Netwo r k B uild e r to o ls help to design rele vant and bespo ke

networ ks that su ppo r t su ccessfu l o pen inno va tio n. I n o rder to
m obilise the o u tside wo r ld to inno vate with u s we need a ma p o f
w here to seek help and ho w the inno va tio n eco sy stem is
connec ted u p.
 NETWORK BUILDER.
“ I nnov at i on i s a by-product of engaged networ k s.”

VERNA ALLEE

1 Give our network a name that is relevant to our need.

WRITE IT IN THE CENTRE CIRCLE.

2 Visualise your current network.

W R I T E T H E N A M E S /J O B T I T L E S / D E PA R T M E N T S I N T H E I N N E R C I R C L E S .

3 Add a new network.

W R I T E N A M E S /J O B / T I T L E S D E PA R T M E N T T H A T W E ’ D L I K E T O B E
CONNECTED TO IN THE OUTER CIRCLES.

4 What sector/ industries/geographies are rele vant NETWORK

NAME:
to our need?

5 What keywords are relevant to our search?

6 How will we engage our network?

N A M E : D A T E : T E A M :
 NETWORK BUILDER - EXAMPLE.
“ I nnov at i on i s a by-product of engaged networ k s.”

VERNA ALLEE

1 Give our network a name that is relevant to our need.

George
WRITE IT IN THE CENTRE CIRCLE. Turner,
Service
Designer
2 Visualise your current network. Overdrawn
Customers
W R I T E T H E N A M E S /J O B T I T L E S / D E PA R T M E N T S I N T H E I N N E R C I R C L E S . Isabella
Jordan,
3
Marketing
Add a new network. Lead
W R I T E N A M E S /J O B / T I T L E S D E PA R T M E N T T H A T W E ’ D L I K E T O B E
CONNECTED TO IN THE OUTER CIRCLES.

Lara
4 What sector/ industries/geographies are rele vant Williams, NETWORK

to our need? Regional NAME:

Personal Sian
Manager Finance Wallis,
Managment Financial
Financial services, Mobile communications, Social media Network Advisor
Apps development, Emerging economies

5 What keywords are relevant to our search?

Cashflow, management, mobile, overdraft, overdrawn,
money, financial, credit, balance, budget, smartphone, apps,
applications, bank, banking IT Team Vivek
Mudaliar,
6
Financial
How will we engage our network? Adviser
Targeted social media outreach: on Twitter and on LinkedIn. Yvonne
Mann,
Team to join relevant networks online, such as the Service Design App
Network, and to attend specific networking events and talks Developer
relevant to our need.

Frank Bank D A T E :
N A M E : 1st March T E A M : Open Innovation
 PHASE NAME HERE
TOOL NAME HERE. TWO LINES
“ Lore m i psum dolor sit amet , consectetur adipiscing elit . Et i a m p ret i u m, l ec tu s i d
l obort i s fac i l isis.”

QUOTE NAME HERE

4. DISCOVER NEW IDEAS

INTERESTING QUESTION.

“It is bette r to a s k a q u es t i o n t h a t i s deep a n d s t ra n g e a n d

unexpected t h a n h a vi n g t h e a n s wer to ever yt h i n g .”

WERNER HERZOG

The In tere st i ng Q ue st io n to o l giv es u s the pr inciples and pro cess

for c reatin g o pen inno vatio n cha llenges that a re ba sed aro u nd clea r,
com pelling a nd co mmu nicable q u estio ns.
 INTERESTING QUESTION.
“ I t i s bet te r to ask a question that is deep and strange an d u n ex pec ted t h a n
hav i ng t he answer to ever ything.”

WERNER HERZOG

1 What is the title of our challenge? 6 What is our Interesting Question?

W R I T E O R B R A I N S T O R M S E V E R A L A LT E R N A T I V E Q U E S T I O N S A N D
ARRANGE THEM ON THE GOLDILOCKS CHART BELOW.

TOO BROAD
2 What is the problem we are trying to solve?

RIGHT
JUST

3 Who is interested in our challenge?

O NARRO
TO

W
4 What motivates them?

5 What motivates our organisation?

N A M E : D A T E : T E A M :
 INTERESTING QUESTION - EXAMPLE.
“ I t i s bet te r to ask a question that is deep and strange an d u n ex pec ted t h a n
hav i ng t he answer to ever ything.”

WERNER HERZOG

1 What is the title of our challenge? 6 What is our Interesting Question?

W R I T E O R B R A I N S T O R M S E V E R A L A LT E R N A T I V E Q U E S T I O N S A N D
The Cashflow Challenge ARRANGE THEM ON THE GOLDILOCKS CHART BELOW.

TOO BROAD
2 What is the problem we are trying to solve?
How can we help people
Who is interested in our challenge?
manage their finances?
RIGHT
JUST
3 Who is in our crowd?
How can we help busy, working people to better manage their
How can we help busy, working people better manage their personal finances on the move?
personal finances on the move?
O NARRO
TO

W
4 What motivates them?
What IOS/Android mobile phone applications
Consumers have money worries and are afraid of going can give automated balance and projected
unintentionally overdrawn. Developers see this as a creative cashflow analyses to consumers?
challenge that will help people manage their money.

5 What motivates our organisation?

The brand, marketing, Financial Advisor and R&D team are

all aware and behind this challenge. They understand that
answering is key to customer retention in particular.

Frank Bank D A T E :
N A M E : 1st March T E A M : Open Innovation
 PHASE NAME HERE
TOOL NAME HERE. TWO LINES
“ Lore m i psum dolor sit amet , consectetur adipiscing elit . Et i a m p ret i u m, l ec tu s i d
l obort i s fac i l isis.”

QUOTE NAME HERE

5. CONVENE COLLABORATIVE WORKSHOPS

JAM DESIGNER.

“It’s ver y h a rd to wr i te a s o n g a l o n e. It ’s o n l y by j a mmi n g t h a t yo u ca n

get a song to g et h er.”

MAURICE GIBB

The Jam is a co lla bo rativ e sty le o f wo r k sho p that delibera tely mixes
diverse pe o ple a nd disciplines to f ind ne w po wer fu l hy br id ideas.
This tool is a ‘ho w to’ fo r planning a pro du ctiv e a nd crea tiv e sessio n
for ne w ideas, pro po sitio ns, bu siness mo dels o r pro to ty pes. G etting
colleagues o r pa r tners inv o lv ed in a J a m also helps get bu y - in and
m aintain m o mentu m thro u gho u t the inno va tio n pro cess.
 JAM DESIGNER.
“ I t ’s v e r y hard to wr ite a song alone. It’s only by jamming t h a t yo u ca n g et a s o n g to g et h er.”

MAURICE GIBB

1 W h a t a r e t h e J a m ’s o b j e c t i v e s ? 4 What stimulus materials will we need?

2 What type of Jam are we planning?

5 What is our outline agenda?

INSIGHTS JAM

AM - DIVERGENT THINKING
IDEAS JAM

PROPOSITION JAM

AM - CONVERGENT THINKING
BUSINESS MODEL JAM

PROTOTYPING JAM

PM - DIVERGENT THINKING
3 Who is going to Jam with us?

PM - CONVERGENT THINKING

N A M E : D A T E : T E A M :
 JAM DESIGNER - EXAMPLE.
“ I t ’s v e r y hard to wr ite a song alone. It’s only by jamming t h a t yo u ca n g et a s o n g to g et h er.”

MAURICE GIBB

1 W h a t a r e t h e J a m ’s o b j e c t i v e s ? 4 What stimulus materials will we need?

Come up with 10 new services that help people manage their We have chosen 1 key unmet need: To know exactly how much I
finances in a more intuitive and easy-to-use manner. have to spend each month.

2 What type of Jam are we planning?

5 What is our outline agenda?

INSIGHTS JAM

/
AM - DIVERGENT THINKING
IDEAS JAM Agree the objectives, warm up using exercises from Co-creation
Techniques, plenary financial services brainstorm using
PROPOSITION JAM
Co-creation Techniques
AM - CONVERGENT THINKING
BUSINESS MODEL JAM
Delegates form breakout groups to classify and prioritise ideas
PROTOTYPING JAM based on fit with brand and customer appeal.
PM - DIVERGENT THINKING
3 Who is going to Jam with us?
Breakout groups role-play how the different new services would
Lead users of apps, online banking who are also our customers. work in practice.
PM - CONVERGENT THINKING
Our retail banking team including bank managers.
Breakout groups develop and name the best services and
Independent financial advisors and financial journalists. present back.

Frank Bank D A T E :
N A M E : 1st March T E A M : Open Innovation
 PHASE NAME HERE
TOOL NAME HERE. TWO LINES
“ Lore m i psum dolor sit amet , consectetur adipiscing elit . Et i a m p ret i u m, l ec tu s i d
l obort i s fac i l isis.”

QUOTE NAME HERE

5. CONVENE COLLABORATIVE WORKSHOPS

JAM BEHAVIOURS.

“A new idea i s n o t h i n g mo re o r l es s t h a n t h e co mbi n a t i o n o f

old elemen t s .”

JAMES WEBB YOUNG

This tool h elps u s co mmu nica te a nd enco u ra ge co llabo ra tiv e

behaviours in a wo r k sho p. O bser v ing o u r J am B e h av io urs will help
get better ideas a nd tea mwo r k a nd ensu re peo ple hav e a po sitiv e
and c reative exper ience to o.

INSPIRED BY: H idden G o r illa

 JAM BEHAVIOURS.
“A new i de a i s nothing more or less than the combination o f o l d el emen t s .”

JAMES WEBB YOUNG

1 BUILD ON IDEAS. 3 ONE CONVERSATION AT A TIME.

By simply changing your language With a group of people it can sometimes

f r o m “ n o , b u t …” t o “ y e s , a n d . . .” h e l p s be hard to give everyone an opportunity
to encourage and build on ideas. YES, to speak, so having one conversation
Encourage the group to notice their AND... helps keep focus encourages equal
l a n g u a g e a n d s t o p u s i n g “ n o , b u t …” i n participation. Help people be aware of
f a v o u r o f “ y e s , a n d …”. this and facilitate one conversation at
a time.

2 LEAN IN, DON’T LEAN BACK. 4 NO GADGETS UNTIL THE BREAK.

Actively listen to your colleagues and Making it a gadget free zone helps
show this with your body language, it people to be truly present and give their
will encourage people to be brave and full attention to the important question
share their thoughts and ideas to know at hand. Pop out to deal with urgent call
they have an attentive audience. and emails, or better still, wait until
a break.
 JAM BEHAVIOURS.
“A new i de a i s nothing more or less than the combination o f o l d el emen t s .”

JAMES WEBB YOUNG

5 USE WORDS AND PICTURES. 7 LEAVE JOB TITLES AT THE DOOR.

We all learn in different ways, so Regardless of seniority or service,

encourage people to express their ideas everyones views are of equal value and
visually in both words and pictures. It importance.
will help to trigger more connections
and associations.

6 CAPTURE EVERY IDEA. 8 T H E R U L E O F T W O F E E T.

It is vital all the ideas are recorded, Spend time in the groups that interest
even the ideas that you think are too you or where you feel you can add
wacky or will never work. It is often m o s t va l u e . I f i t ’s n o t w o r k i n g , m o v e .
these ideas that are the ones that are
refined into the workable ideas that
have the most impact.
TOOL NAME HERE.
“ Lore m i psum dolor sit amet , consectetur adipiscing elit . Et i a m pret i u m, l ec-
tus i d l obort i s facilisis.”

QUOTE NAME HERE

7. BUILD BUSINESS PARTNERSHIPS

G I V E / G E T.

“From wha t we g et we ma ke a l i vi n g . Fro m wh a t we g i ve

we make a l i fe”.

ARTHUR ASHE

C ollaborativ e inno vatio n is o nly po ssible when what ea ch pa r tner

gives is ba la nced by what each gets. T he G i ve | G et to o l helps u s
define wha t o u r bu siness o f fer will be to po tentia l par tners and
w hat w e w ill expect in retu r n.

INSPIRED BY: W eCreate

 G I V E / G E T.
“ From w hat we get we make a living. From what we give w e ma ke a l i fe”.

ARTHUR ASHE

1 N A M E : O R G A N I S A T I O N :

CONTACT:
SKETCH

2 What are we going to GIVE? 3 What are we going to GET?

W H A T S K I L L S A N D R E S O U R C E S , D A T A A N D T E C H N O L O G Y, W H A T S K I L L S A N D R E S O U R C E S , D A T A A N D T E C H N O L O G Y,
C O N T A C T S O R M O N E Y C O U L D W E P O T E N T I A L LY O F F E R ? CONTACTS OR MONEY ARE WE LOOKING FOR?

N A M E : D A T E : T E A M :
 GIVE / GET - EXAMPLE.
“ From what we get we make a living. From what we give w e ma ke a l i fe”.

ARTHUR ASHE

1 Frank Bank
N A M E : O R G A N I S A T I O N : Interbank
C O N T A C T : www.InterBank.com
SKETCH

2 What are we going to GIVE? 3 What are we going to GET?

W H A T S K I L L S A N D R E S O U R C E S , D A T A A N D T E C H N O L O G Y, W H A T S K I L L S A N D R E S O U R C E S , D A T A A N D T E C H N O L O G Y,
C O N T A C T S O R M O N E Y C O U L D W E P O T E N T I A L LY O F F E R ? CONTACTS OR MONEY ARE WE LOOKING FOR?

1. A $5000 fund to develop a prototype 1. A working app and development capability.

2. We intend to license a new technology from a partner and/or 2. Design skills and user insights.
to share the revenue taht it generates.
3. Reliable and stable company that passes our procurement
3. We will enter into a revenue share arranagement with our hurdles.
partner so that they can share in the benefits that the app
brings to us. 4. Agile and flexible working style

5. An app that integrates seamlessly with our systems

Frank Bank D A T E :
N A M E : 1st March T E A M : Open Innovation