[Membership Set Up] Project & Topic Set-Up

Step 1: Create an Innovation Exploration (IE) Project (IE projects are highly recommended to create alignment between team members for Technology and Application needs. IE projects can readily export all data to Selection and Development Projects, or users can proceed directly to other project types. We recommend that all Projects start with an Innovation Exploration Project because it allows teams to brainstorm all Risks and Success factors that can later be paired down to fit the size and budget of a Selection, Development or Investment Project.)

1. Use the left-hand navigation menu and click on “Dashboard”.
2. On your Dashboard, find the “My Projects” card click on “Create a Project”.

   1. 

3. On the next screen, select the “Innovation Exploration Project” option, then fill in all required fields denoted with an asterisk (*).

4. Complete the “Project Details” Card at the top of the screen before trying to fill in other fields.

   a. The Project Description, Objectives, Technology Readiness Level (TRL) for the Project and Topics are very important.

5. In the “Topics” card, complete all required fields denoted with an asterisk (*). Complete the “Topic Title” and “Topic Short Description” fields first, you will add in more details about your Topic(s) later on.
6. After completing all required fields and saving at least once, you will enable the “Topics” section of this page where you can add new Topics to your Project. These Topics are where the essential data for the technology will be entered.

a. You can use the actions menu (3 vertical dots) to “View Topic Details” or “Remove Topic”.

7. You are now ready to invite Users to your Project via the “Project Pool Management” page, this process is very similar to inviting Users to a Group.

Step 2: Begin researching and/or entering information for Topic(s) on the Topic Details Page(s)

(if one is not set up for you already)

1. Next, select “View Topic Details” from the three vertical dots on the Project Details page. This takes you to the Topic Details page where you can enter information pertinent to your Topic(s).

2. On the Topic Details Page, complete all required fields denoted with an asterisk (*).

   a. Be sure to include very specific Keywords for each Topic.

3. You are now ready to invite Topic Team members to your IE Topic, which follows the same process as inviting Group and Project Pool members, but you’ll be working in the “Topic Team Management” tab instead.

4. Complete the “Risk Identification” tab (see below).

   a. Refer to the Mapping Risks and Success Factors article for more detailed instructions.

5. Complete the “Success Factor Identification and Mapping” tab (see below).

   a. Refer to the Mapping Risks and Success Factors article for more detailed instructions.

6. Complete the “Success Evidence” tab (see below).

   a. Refer to the help informational bubbles at top of the Success Evidence page for more detailed instructions.

CONGRATULATIONS!

YOU HAVE JUST COMPLETED YOUR FIRST 9-HI IE PROJECT!

Privacy Settings for IE Projects may be set to “Public” so that they are discoverable by Program Managers with Technology needs. Your team can use your IE Projects by conveniently exporting them into Selection and Development Projects.