Lock a Review

When you reach the submission deadline for an upcoming innovation review, it’s time to:

  1. Confirm that you’ve received all expected submissions,
  2. Tweak the agenda as necessary, and
  3. Lock the review.

Following are additional instructions / tips for each of these tasks.

Confirm Receipt of All Expected Submissions:#

  1. Check the Agenda - Check the Agenda of your upcoming review just to make sure it includes presentations for all of the projects you were expecting.
  2. Review Active Ideas - Take a look through all active Ideas to confirm that:
    • All ideas that are “Awaiting Review” have been scheduled for a decision in the upcoming review meeting,
    • There are no ideas “In Development” that are ready for a review but have not yet been submitted by the innovator. (If so, nudge the innovator to submit the idea.)
  3. Review Active Projects - Take a look through all active Projects to confirm that:
    • All projects that are “Awaiting Review” have been scheduled for a presentation and a decision in the upcoming review, and
    • There are no projects “In Progress” that are ready for a review but have not yet been submitted by the innovator. (If so, nudge the innovator to submit the project.)

Tweak the Agenda as Necessary#

If you need to add, delete, or modify agenda items, do that now noting that innovators will be automatically notified of any changes to their itinerary.

Lock the Review:#

Follow your review’s on-screen instructions to lock the review noting that when you lock the review all participating innovators and decision makers will be notified that the agenda has been locked and encouraged to make final preparations for the upcoming meeting.