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New Product Development

 Introduction

 New product development process

 Organization

 Idea generation

 Business Analysis

 Qualitative refinement and quantification

 Development and testing of new product

 Development and testing of advertising and packaging

 Market test

 Business plan preparation

 Full scale marketing

Chapter 1 Introduction

 New food product development represents a

monumental investment for a company, both in money

and human resources.

 The odds against success are disheartening. The

rewards, on the other hand, can mean the continued

profitability of the company.

 Many in management believe new product

development to be the life blood of any food company.

 The failure rate in new product development is, indeed,

horrendous.

Chapter 1 Introduction

 I. Defining New Food Products

 II. Classification and Characterization of New Food

Products

 III. Why Go Into New Food Products Development?

I. Defining New Food Products

 There is no single definition that fits perfectly.

 New packaging on an old product can justify its being

classified as a new product.

 An old, established product positioned into a new

market niche is a new product.

 A new package size of an old product is also a new

product.

 The never-before-seen product is also a new product.

Definition of New Food Products Development



 Either the development and introduction of a

product not previously manufactured by a

company into the marketplace or the

presentation of an old product into a new

market not previously explored by a company.

II. Classification and Characterization

of New Food Products

 A. Line Extensions

 B. Repositioned Existing Products

 C. New Form of Existing Products

 D. Reformulation of Existing Products

 E. New Packaging of Existing Products

 F. Innovative Products

 G. Creative Products

 H. Summary

A. Line Extensions

 Line extensions represents a logical extension of a family

of similarly positioned products

 The new food product that require:

 little time or effort for development ,

 no major manufacturing changes in processing lines or major

equipment purchases,

 relatively little change in marketing strategy,

 no new purchasing raw material sources,

 no new storage or handling techniques for either the raw

ingredients or the final product. This means that regular

distribution systems can be used.

B. Repositioned Existing Products

 A company can be very startled to find, either through their

consumers’letter or through product usage surveys, that

their consumers have come up with a new use for an

existing product.

 This may allow a whole new market direction to be taken

and give a new life to an existing product.

 The new products require:

 minimal time,

 no manufacturing changes,

 marketing department to design and print new labels, to design a

new package, and to prepare a new advertising strategy.

C. New Form of Existing Products

 Putting an existing product into a new form is a radical

departure from the type of new product development.

 An instantized, solublized, granulated, tableted, powdered,

foamed, concentrated, spreadable, frozen, or otherwise

modified version of an existing food product can involve

extensive development time.

 The new products require:

 major equipment purchases both for manufacturing and

packaging,

 processing and its supporting system may be different,

 vastly different warehousing and distribution system.

D. Reformulation of Existing Products

 The ‘new, improved...’product is typical of

category.

 Reformulation of a product to make some

improvement (e.g, better color, better flavor, more

fiber, less fat, greater stability) has a high probability

of technical success.

 Usually reformulation to obtain an improvement can

be accomplish comparatively inexpensively and in a

relatively short development time.

 Reformulation may also be necessary to satisfy the

consumers’demand for a healthier products.

E. New Packaging of Existing Products

 In its simplest form, the packaging of bulk produce into unit

packages typifies this category.

 New technologies such as modified atmosphere packaging

and controlled atmosphere packaging have permitted the

creation of a number of new products.

 The packaging and brand-labeling of produce and meats are

other examples of existing products being given a new life

as a new product.

 The new products require:

 expensive packaging equipment be purchased,

 redesign of the entire packaging line,

 reformulation for some products .

F. Innovative Products

 An innovative product is one resulting from making

changes in an existing product.

 The new products require:

 very little research and development in terms of costs and time

 education of consumer,

 both costlier and riskier than any other path of new product

development.

 Example

 A frozen dinner

 Simulated products

 Peeled ready-to-eat food

G. Creative Products



 A creative product is one newly brought into existence: the rare,

never-before-seen product.

 Surimi, a fish gel developed several hundred years ago, and its

development into texturized shellfish analogues.

 Creative product require extensive development time and cost.

 Marketing is costly and capital costs for equipment can be

expensive.

 The introduction of creative products into a market can be very

risky.

 If the products are successful, imitators will rapidly flood the

market and take advantage of the time and effort of the

developers

H. Summary

 Typical problems faced by developers as

they attempt to bring to market new

product.

 The 1st solid, at the origin, depicts the

situation of an established product in a

known market.

 The 2nd solid represents the situation when

the company takes the same established

product into a more complex marketplace

situation.

 The 3rd solid is a product with added

value (increased product complexity)

introduced into a marketplace that is

known to the company and aimed

consumes known to the developer.

H. Summary

 The 4th solid represents the added-

value product has been introduced into

a more complex marketplace, one

previously unknown to the developer.

 The 5th solid represents another

repositioning problem. An established

product is targeted for an elusive

consumer but in a familiar marketplace.

 The 6th solid represents the worst of

all possible worlds. A technically

complex product (i.e., with added

value) is to be positioned for elusive

consumers in a market foreign to the

developer.

The potato tree, illustrating product complexity,

marketplace complexity, and consumer elusivity

III. Why Go Into New Food Products

Development?

 A. Product Life Cycles

 B. Corporate Reasons for New Product Development

 C. Marketplace Reasons for New Product

Development

 D. Technological Reasons for New Product

Development

 E. Governmental Influences on New Product

Development

Chapter 2. New Products Development

Process

 A. Guidelines and Objectives

 B. Concept Generation

 C. Business Analysis

 D. The Concept Refinement System– Qualitative

Refinement

 E. Quantification and the Blueprints

 F. Business Analysis Check

 G. Developing and Testing of Products

 H. Developing and Testing of Advertising and Packaging

 I. Business Analysis Check

 J. Market Test

 K&L Business Plan Preparations and Full Scale Marketing

A. Guidelines and Objectives

 Both a set of guidelines and very specific objectives

(by time period) for your new product development

program.

 The guidelines and objectives should not only be

cleared by top management, but also be disseminated

to and agreed upon by all departments.

 New product development is a team effort. That is the

reason why you need to agree from the very beginning

on your guidelines and objectives. (Chapter 2)

B. Concept Generation

 As part of your new product development program,

you will need to acquire a large number of new product

concepts– called concept portfolio

 A large number is very important. You should avoid

dealing with one good idea.

 Rule #1 of concept generation: always work, in the

early stage, with a large number of ideas and handle

them in convenient groups.

 Aimed at satisfying known consumer needs with

appropriate technology to be selected later. (Chapter 4)

C. Business Analysis

 Remember, the whole objective of new product

development is to develop a business.

 In the business analysis system covered in Chapter 5,

we apply a system of analysis to each concept.

 This system allows us to sort our concepts by viewing

them as potential business propositions.

 It will allow us to estimate future efforts before we

spend any market research dollars.

 We must always keep in mind that our ultimate goal is

to develop business, not product.

D. The Concept Refinement

System– Qualitative Refinement

 The refinement process begins with focus group

interviews involving members of the target

market.

 In the most simple case, three focus groups

should suffice for up to six concepts.

 Each group consists of about 12 participants,

and is moderated by a trained, professional

moderator.

Objectives of the Concept Refinement

System

 The 1st, it allows us to identify the new concepts that

have some general consumer interest.

 The 2nd, in any focus group, a large number of

concepts will neither immensely interest nor be

rejected by the consumer.

 The 3th, the most important thing to be learned from

the focus groups is the consumer’s understanding of

the product concepts.

 Finally, you will have isolated a few new product

concepts that appear to be interesting to the consumer,

and the list of attributes (屬性) for these concepts.

E. Quantification and the Blueprints

 Once the concepts have been polished by qualitative

research, we need to ascertain the nature and

magnitude of the business proposition we are facing.

 Objectives of providing us with following data:

 An estimate of each concept’s sales potential

 Demographic (target) refinement (including psychographics)

 The Positioning Blueprint (for use in creating advertising,

packaging, and naming the product)

 The Product Blueprint (for use by R&D)

E. Quantification and the Blueprints

 The sales volume figure is important because it will be

a key factor in your equation of just how desirable a

business this new product concept really is.

 The blueprints are the most important output of this

system.

 Positioning Blueprint is the base for all consumer

communications.

 Product Blueprint is the communication with the

R&D/Manufacturing Group.

 In Chapter 6 we will go through the refinement system.

Positioning Blueprint

Product Blueprint

F. Business Analysis Check

 To re-evaluate each concept utilizing the data from the

previous steps

 To use the same business analysis system applied in

the Business Analysis step.

 To provide two additional and very important pieces of

data

 A rough sales potential projection for each concept

 To see much more clearly how the final product should

appear, what must be built into it, and what you want to say

about it.

G. Developing and Testing of

Products

 At this stage, you are able to submit the Product

Blueprint to the R&D/Manufacturing Group.

 This blueprint will not only tell them what is that you

are aiming to market, but also allow them to judge the

desirability of various trade-offs in the development

process, because it will show the relative weights of

various product attributes that are part of the product.

 During the development process a great deal of testing

with the actual consumer should be done.

H. Developing and Testing of

Advertising and Packaging

 While the R&D is going

on (assuming that no

large changes will be

made in the product

concetp by R&D), you

should be developing

and testing its consumer

communications.

 Most of this will be done

by the advertising and

the packaging.

I. Business Analysis Check

 This is probably the last step you can make

before spending money in the marketplace.

 To utilize the latest trial and repeat-frequency

data from product and advertising testing to

prepare a tight financial plan.

 Using the business analysis system, you should

make a last check of other variables to make

sure that no large changes have occurred.

J. Market Test

 There are two choices. First, a traditional test market-which

could be a geographical location (or a certain group of your

consumer). Or, you can use a mathematical model that

simulates conditions in your industry. (Chapter 10)

 The method you choose should yield the following:

 Very tight financial data.

 If you use an actual market, it should give you a great deal of data

in the following areas:

1.Advertising weight and its relationship to consumer awareness and

trial.

2.Marketing strategy and programs and further, trade strategy and

programs

K&L Business Plan Preparations

and Full Scale Marketing

 At this point, you are ready to convert what you have

learned into a full investment decision.

 A final business plan and its execution in the

marketplace should reflect what you are learned in the

test marketing stage.

 If you have used an actual test market, you will have

some fairly tight financial plan.

 If you are not able to do this, it is still necessary to

make a financial marketing plan based on your best

judgment.

Chapter 3. Organization

 Before we unfold the system for new product development,

there are a number of organizational considerations that need to

be discussed.

 These set the stage for the successful development of new

products by defining the new product development program’s

charter and role in the firm.

A. The role of the chief executive officer in new product

development.

B.Organizing for the development of new products.

C.Defining corporate assets (共同的價值)of the new products

developer.

D.Setting the guidelines and objectives for the new product

development program.

The role of the Chief Executive Officer

in new product development

 The Chief Executive Officer, either implicitly or

explicitly, always sets the tone for the new

product development program of a company

 The tone is referred both to objectives, long-

rang goals, level of acceptable risk, and to

subjective values such as commitment.

The Chief Executive needs to do the

following:

1. Making the long-range plan for the NPD

department of the firm

2. Organizing for NPD

3. Setting the guidelines and objectives for a NPD

program

4.Monitoring the activity of the NPD progarm

1. Making the long-range plan for

the NPD department of the firm

 To make any kind of investment decision

correctly, the firm should have a long-range

plan (10-year plan).

 The 1st section contained the plans for the coming

year.

 The 2nd section contained the plans for the years

two through five.

 The 3th section contained the plans for the

remaining years.

If your firm does not have 10-year plan

-- ask yourself the following questions

 What will my industry look like in five or in ten years– in

terms of number of firms, overall growth rate?

 How do we want our firm to fit into the industry?Do you want

to be the industry leader? Do you want to be more diversified

than the average firm?

 What will our size be– in sales and assets?

 What kind of markets do we expect to serve in terms of

consumers and geography?

 What kind of people do we expect to have?

 What kind of technologies or channel of distribution do we

expect to own?

2. Organizing for NPD

 (1) New Product Department

 (2) New Product Committee

 (3) New Product Manager (Brand Manager)

 (4) Venture Team

(1) New Product Department

 多部門的企業可選擇此組織方式

 可將新產品的開發、規劃與管理工作自組織內

現有的部門分離出來,以統籌新產品決策,同

時消除部門間重複進行這些工作的現象

 新產品經理或主管的職能位於高層次的水準,

向企業的副總經理或執行副總報告

 新產品部被視為幕僚職能且獲高階的充分支持

時可充分發揮其新產品開發的功能

新產品部與其他部門間的關係

新產品部的職能

 建議新產品目標

 規劃新產品構想的產生

 篩選新產品構想

 協助擬定新產品規格

 建議及執行市場行銷

 在評估過程中協調各部門的活動

(2) New Product Committee

 對於小企業或科技性企業特別重要

 新產品的決策是由一群人來自現有組織內不同部門

的人來制定

 因為委員會是非正式存在於組織中,同時也因為成

員身分是暫時性的,其職責與角色不明確

 雖然此組織有其缺點,但此方式是目前新產品規劃

與開發時應用最廣泛的方式,因為它是非正式且需

要時即可應用

新產品委員會與其他部門間的關係

總經理



新產品委員會



研發 人事 製造 財務 行銷

新產品委員會的優點

 (1)易融合重要主管的構想與專業性的意見

 (2)決策易被公司上層管理階層所接受

 (3)委員會容易組成與運用

 (4)委員會可依特殊目的招募成員

 (5)不會發生幕僚與直線職能的衝突

新產品委員會的缺點

 (1)委員會佔用主管的時間,職員必需終止投入方能

返回原來的正式職務

 (2)欠缺明確的職權與職責,易造成推諉責任的現象

 (3)在許多狀況下新產品開發的是一種專職工作,並

非需要時才做的工作

 (4)委員們會傾向於自己部門的目標,而忽略企業目

標,導致他們對委員會目的有狹窄的想法

 (5)因為兼職性質,因此成員對於新產品決策的程序

缺乏充分的認識或知識

大企業的--新產品委員會

 (1)大企業可利用不同的主管,執行新產品開

發程序中的不同功能

 (2)可利用一個委員會專門篩選構想與目的,

另一委員會進行商業分析,因此每一個委員

會於開發過程的不同層面都是專家

 (3)這種方法的缺點是協調會發生困難,除非

有一個人被賦予職責與職權,控制委員會所

作的決策,此人為產品經理

(3) New Product Manager (Brand

Manager

 產品經理的概念是由寶鹼公司所創立,而後每家企業對其

職責與職權的定義均不同

 典型的產品經理是取得某一產品或產品群決策,作高層次

規劃與管理職責的職位

 在某一特定的產品市場上,產品經理是專家,但是以其必

需關切其產品或產品線的行銷組合之所有各項變數而言他

們是通才

 在寶鹼公司產品經理被稱為是品牌經理,每一位品牌經理

負責一個品牌,但只是一品牌群或產品線的一部份而已

 每一品牌經理有執行每日行銷決策的資源,而使品牌經理

發揮最大的效能

寶鹼公司的品牌經理組織

傳統式組織與品牌經理

寶鹼公司的品牌經理的功能

開發新產品時產品經理的角色

 產品經理不但制定有關現有產品的行銷決策,也參

與新產品的開發,特別是假設新產品是其現有產品

的生產線延伸時,因為他們對其產品的購買行為有

完整的認識

 產品經理所扮演的角色包含新產品評估程序的所有

層面

 在決策過程中產品經理需接納來自其他部門的專家

意見或建議,特別是銷售、製造、技術、會計以及

廣告部門

 產品經理必須與高階管理者保持密切的接觸,將新

產品移送至發展路線,必須由高階管理者認可

大型消費品企業產品經理的典型職責

(4) Venture Team

 適合於企業用於不能併入現行業務的新產品設計與

開發上

 冒險小組具有下列特點

 將組織過剩部分分離出來

 成員來自各種職能範圍如技術、製造、行銷與財務

 現行組織之直線職權對冒險小組不一定發生效力

 冒險小組的經理得向高階執行主管報告並備賦予作主要

決策的職權

 任務完成時才可以解散,沒有其他的時限

 鼓勵創新與創造沒有時間的壓力

冒險小組的組織方式

冒險小組的弱點

 當部門主管覺得其原有的幕僚人員被徵調至

冒險小組的時間過長而耽誤該部門原有的業

務時,部門衝突仍會不斷發生

 部門主管合作意願不高

**選擇哪一個負責新產品開發的組織

結構最適合?

 新產品部比較適合於單項產品線,或具有傳

統職能方式行銷組織的企業

 新產品委員會適合於無法利用專職人員來開

發新產品的小型企業

 產品經理運用於具有多項產品線的企業是作

有效率的組織結構

 冒險小組比較適合於大型企業用來開發非產

品線衍生或非模仿性產品之類的新產品

**專職與兼職性的新產品開發主管其

企業的產出比較?

 專職較兼職多產出 69% 以上的新產品

 設有兼職的企業也較沒有設立者多出60.5%

的新產品

(1) New Product Department

 多部門的企業可選擇此組織方式

 可將新產品的開發、規劃與管理工作自組織內

現有的部門分離出來,以統籌新產品決策,同

時消除部門間重複進行這些工作的現象

 新產品經理或主管的職能位於高層次的水準,

向企業的副總經理或執行副總報告

 新產品部被視為幕僚職能且獲高階的充分支持

時可充分發揮其新產品開發的功能

新產品部與其他部門間的關係

新產品部的職能

 建議新產品目標

 規劃新產品構想的產生

 篩選新產品構想

 協助擬定新產品規格

 建議及執行市場行銷

 在評估過程中協調各部門的活動

(2) New Product Committee

 對於小企業或科技性企業特別重要

 新產品的決策是由一群人來自現有組織內不同部門

的人來制定

 因為委員會是非正式存在於組織中,同時也因為成

員身分是暫時性的,其職責與角色不明確

 雖然此組織有其缺點,但此方式是目前新產品規劃

與開發時應用最廣泛的方式,因為它是非正式且需

要時即可應用

新產品委員會與其他部門間的關係

總經理



新產品委員會



研發 人事 製造 財務 行銷

新產品委員會的優點

 (1)易融合重要主管的構想與專業性的意見

 (2)決策易被公司上層管理階層所接受

 (3)委員會容易組成與運用

 (4)委員會可依特殊目的招募成員

 (5)不會發生幕僚與直線職能的衝突

新產品委員會的缺點

 (1)委員會佔用主管的時間,職員必需終止投入方能

返回原來的正式職務

 (2)欠缺明確的職權與職責,易造成推諉責任的現象

 (3)在許多狀況下新產品開發的是一種專職工作,並

非需要時才做的工作

 (4)委員們會傾向於自己部門的目標,而忽略企業目

標,導致他們對委員會目的有狹窄的想法

 (5)因為兼職性質,因此成員對於新產品決策的程序

缺乏充分的認識或知識

大企業的--新產品委員會

 (1)大企業可利用不同的主管,執行新產品開

發程序中的不同功能

 (2)可利用一個委員會專門篩選構想與目的,

另一委員會進行商業分析,因此每一個委員

會於開發過程的不同層面都是專家

 (3)這種方法的缺點是協調會發生困難,除非

有一個人被賦予職責與職權,控制委員會所

作的決策,此人為產品經理

(3) New Product Manager (Brand

Manager

 產品經理的概念是由寶鹼公司所創立,而後每家企業對其

職責與職權的定義均不同

 典型的產品經理是取得某一產品或產品群決策,作高層次

規劃與管理職責的職位

 在某一特定的產品市場上,產品經理是專家,但是以其必

需關切其產品或產品線的行銷組合之所有各項變數而言他

們是通才

 在寶鹼公司產品經理被稱為是品牌經理,每一位品牌經理

負責一個品牌,但只是一品牌群或產品線的一部份而已

 每一品牌經理有執行每日行銷決策的資源,而使品牌經理

發揮最大的效能

寶鹼公司的品牌經理組織

傳統式組織與品牌經理

寶鹼公司的品牌經理的功能

開發新產品時產品經理的角色

 產品經理不但制定有關現有產品的行銷決策,也參

與新產品的開發,特別是假設新產品是其現有產品

的生產線延伸時,因為他們對其產品的購買行為有

完整的認識

 產品經理所扮演的角色包含新產品評估程序的所有

層面

 在決策過程中產品經理需接納來自其他部門的專家

意見或建議,特別是銷售、製造、技術、會計以及

廣告部門

 產品經理必須與高階管理者保持密切的接觸,將新

產品移送至發展路線,必須由高階管理者認可

大型消費品企業產品經理的典型職責

(4) Venture Team

 適合於企業用於不能併入現行業務的新產品設計與

開發上

 冒險小組具有下列特點

 將組織過剩部分分離出來

 成員來自各種職能範圍如技術、製造、行銷與財務

 現行組織之直線職權對冒險小組不一定發生效力

 冒險小組的經理得向高階執行主管報告並備賦予作主要

決策的職權

 任務完成時才可以解散,沒有其他的時限

 鼓勵創新與創造沒有時間的壓力

冒險小組的組織方式

冒險小組的弱點

 當部門主管覺得其原有的幕僚人員被徵調至

冒險小組的時間過長而耽誤該部門原有的業

務時,部門衝突仍會不斷發生

 部門主管合作意願不高

**選擇哪一個負責新產品開發的組織

結構最適合?

 新產品部比較適合於單項產品線,或具有傳

統職能方式行銷組織的企業

 新產品委員會適合於無法利用專職人員來開

發新產品的小型企業

 產品經理運用於具有多項產品線的企業是作

有效率的組織結構

 冒險小組比較適合於大型企業用來開發非產

品線衍生或非模仿性產品之類的新產品

**專職與兼職性的新產品開發主管其

企業的產出比較?

 專職較兼職多產出 69% 以上的新產品

 設有兼職的企業也較沒有設立者多出60.5%

的新產品

To whom in the firm should this

organization report?

 The 1st choice: Top Management

 The President or Executive Vice President

 This has the advantage of assuring top management commitment

(委任) and lends the aura (增添重要氣息)of importance to the

function.

 The 2nd choice: Vice President of Marketing

 The marketing department has a number of skills that are important

to new product development: a knowledge of a consumers, a

knowledge of the techniques of marketing research, a feeling for

the role that the communications (positioning) values play in the

development of a brand.

To whom in the firm should this

organization report?

 The 3rd choice: Vice President of R&D

 Having the R&D department control NPD for a firm to

be the least attractive of the alternatives

 Reasone 1: R&D department is often more isolated from

the Chief Executive than the marketing department.

 Reason 2: This department is usually unskilled in market

research and unfamiliar with consumer data

 Reason 3: This department is usually relatively unskilled

at working with the positioning of a product.

3. Setting the guidelines and

objectives for a NPD program

(1) Setting the guidelines

 The function of these guidelines is to set the parameters

within which your activities will take place.

 This guidelines contain provisions (預備) for the



following area:

 Financial

 Brands/Image of New Product

 Marketing

 Manufacturing Facilities

Financial

 The NPD process is really a process of

preparing investment alternatives for the firm.

 Therefore, the guidelines should include the

financial expectations for a new product.

Brands/Image of New Product

 Often a firm will include in its gridelines the

mention that a brand currently owned by the

firm must be utilized or

 The new product should fall into some quality

or image area.

Marketing

 What kind of channels of distribution?

 The cost of setting up new channels of distribution

can be expensive and lehgthy

 It is normal that the guidelines specify the current

channels of distribution.

 If the industry requires some minimum sales

volume for maintaining distribution, this should

be included as a guideline

Manufacturing Facilities

 The guideline must make it explicit whether it is

acceptable to manufacture products outside or

whether it is necessary to utilize the firm’s

own facilities.

 Acceptable investment levels for new

equipment should be specified

(2)Setting the Objectives

 A reference that agreed-to guidelines will be observed,

and a restatement of the financial parameters for an

acceptable product.

 You should make a statement showing the number of

products that you intent to ready for the marketplace

(either test marketing or full scale marketing) and the

time period within which this will take place

 You need to show the other activities the new product

program will be involved in in order to provide

market-ready products in the next year.

4.Monitoring the activity of the

NPD progarm

A Case Study– the Middle South

Milling Company

 Middle South Milling was started in Missouri in 1932.

 Product: flour, Mother’s Secret, a standard bleached

flour, 12million/year

 Distribution Area: Missouri, Kansas, Tennessee,

Arkansas, Oklahoma.

 In 1947 Middle South was purchased by

J.R.‛Red‛Jackson, canning vegetable and fruits

 Jerome, a management consulting firm in Chicago for

8 year, took over Red in 1973

Jerome and Middle South

--guideline for NPD program

 Make a listing of the assets (有價資產) of Middle

South

 sales system -- 47 brokers in 30 states

 Two brands – Mother’s Secret and Southern Delight

 Professor Hartman’s technology

 Three corporate assets for his guidelines:

 The distribution system

 The brand name has high consumer recognition

 Professor Hartman’s process

Jerome set the guideline and objectives

for new product development

Guideline for financial/marketing

 Any new products should have the potential for

reaching a breakeven sales volume by the 24th month

after a full-scale introduction. A pay back (回收) of no

more than 36 months and a return on investment of

10%

 Manufacturing start-up costs should not exceed

$100,000 if we have to use our own facilities. If we

are to use an outside processing plant, there must be

more than one available.

Guideline for marketing/product

 The product should have no ingredients that might eventually

become very difficult or costly to obtain.

 Any new product should have an estimated life cycle of a

minimum of five years.

 New products using one of the current brands are preferable, but

this is not a mandatory guideline.

 Any new product should have, as a minimum volume, a sales

potential of one case per store per month. (Jerome knew this

was the industry’s rule of thumb for maintaining distribution)

 The current distribution system of brokers and retailers must be

used by the new product.

From the guideline Jerome set the

following objectives for NPD

1. We will develop a systematic approach toward the development

of new products. This approach must contain provisions for (a)

the generation of ideas, (b) the evaluation of these ideas as

potential businesses, (c) the refinement of these ideas by

consumers.

2. We will have one product ready for introduction into test

markets within 18 months.

3. We will stagger our consumer research and product R&D so that

we will be able to test market a new product on the average of

every six months following the introduction indicated our first

new product.

4. All new product development will fall within these agreed-to

guidelines.

 At this point Jerome, after interviewing several

candidates for the job, decided to hire you.

 You accepted the Middle South offer, and

assumed control of its new product

development program, reporting directly to

Jerome Jackson

5.Organizing the generation of new

product concepts

 The purpose of this is to cover the next step-the

preparation of preceding new product concept

generation

(1)Converting the guidelines/objectives into

language appropriate for ideation

(2)Defining the competitive environment and

understanding your potential customer

(3)Sources of ideas for new products

(1)Converting the guidelines/objectives

into language appropriate for ideation

 Aiming at developing a certain kind of product

 Aiming at a category

 The use of technology

 Aiming at providing a specific end benefit

 The use of an asset

Aiming at developing a certain kind of

product

 By using this kind of direction, you show the kind of

product that you would like to develop– but not its

specific attributes

 Example: You might aim at developing a shampoo,

specifically designed for senior citizens.

 You would give more information, of course, but

stating a direction this way should allowed most of

people helping you to generate things like the

consumer end benefits, product form, and delivery

system, to enable them to provide a wide spread of

concepts.

 You are assured that the end result will be in the area

in which you are interested.

Aiming at a category

 Using a category rather than a product allows for a wider spread of

ideas.

 For example: If you are a company that markets mechanical office

supplies– staplers, paper-cutters, punches, and the like, it would be

appropriate to set as a direction

 For large and small offices and home use, with the product to retail between

$2 to 15.

 The broader the direction you give, the more you will receive some

ideas that are unusable. This can not be avoided and you should not

worry about it.

 There is a certain waste in concept generation, and you should

accept it as a cost of doing business.

 You need to make sure that you have developed a large enough bank

of ideas.

The use of technology

 Use of technology usually occurs after a laboratory

discovery.

 It is usually impossible to decide whether it is

commercially feasible without first deciding what it

might look like in a saleable form, or what its market

might be.

 Therefore, the next step is to convert it into new

product concepts.

 For example: a pharmaceutical firm discover a

chemical that inhibits the growth of mold

 Ideas:

Aiming at providing a specific end

benefit

 You can aim at providing your customers with

a specific end benefit.

 For example: low fat or reduced fat sausages

 素香腸

The use of an asset (有價資產)

 The distribution system

 The brand name has high consumer recognition

 Professor Hartman’s process

 It is commonly the case that a concept project

aims at using one or more of these assets

 For example:

 We will develop a group of new product concepts

that are based on the positioning of our brand X.

(2)Defining the competitive environment

and understanding your potential customer

 Before beginning the concept generation

process, it is necessary to make a complete

review of all data available about the kinds of

products you are interested in developing. This

data will be one of three types:

 Secondary Data

 Primary data owned by the firm

 New primary data

Secondary Data

 In most industries, a good deal of secondary

data is available.

 The places you should look at:

 Industry Publications

 Advertising Agency

 Government Data

 Internal Sources

 Professional Firms

Secondary Data—

Industry Publications

 Almost every industry has a number of publications

that serve it.

 Typically, they specialize in that some tend to be

concerned with manufacturers’ points of view, and

others with the point of view of supplier or people in

the channel of distribution.

 These publications are often very useful in that they

report trends, or sometimes report sales figures, etc.

 Talk to the editorial staff. They have a great deal of

data available that they have not reported.

Secondary Data—

Advertising Agency

 Most advertising agencies keep information files that

relate to their client’s activities.

 It is a good start to let your agency know immediately

of your needs so they can be most helpful.

 It is very often possible to buy the kind of data you

need from larger agencies by contacting the correct

person at that agency.

 The larger agencies are generally better equipped

information-gathering area.

Secondary Data—

Government Data

 The U.S. Government publishes data on various

industries.

 The best place to start is the public library.

 You should write to the Department of

Commerce and state your need.

Secondary Data—

Internal Sources

 The firm already contains a great deal of data.

 It may be in a company library, or it may be

information that people are carrying around in their

heads.

 Often, people carry around data in their heads in the

form that is useful to them.

 Regardless of the potential problems, internal sources

cannot be overlook.

 If you talk to enough people, you should be able to get

a composite picture that will be helpful to you.

Secondary Data—

Professional Firms

 If you do not have access to the information gathered

by a large advertising agency, or do not have your own

company library, the professional firms represent the

best single source of data available to you.

 The firms can provide with a reasonable thorough

search within a short period of time.

 FIND is a well known professional firms in New York

City.

Primary data owned by the firm

 Very often your firm will have done research about its

markets.

 In the food industry you might find that there is retail

movement data (measurement of sales through retail

stores), usage and demographic studies (the kinds of

people who consume the products, how they consume

it, when or how often they consume it, etc.), consumer

attitude data, tests of advertising and promotion, and

the like.

 It is not uncommon for the new products developer to

lack this kind of information.

New primary data

 Developing your own primary data should be no problem and

need not be expensive in time and money.

 It is possible to generate good data by interviewing a small

number of customers, as few as 20-30, but this will vary

depending on the size of the market.

 It is important to define the kind of information that you want

ahead of time.

 How do people see the products currently in the marketplace?

 What brands are they aware of ?

 What brands do they currently use?

 How do they use these brands in terms of day? Time for year?

New primary data -- define the kind of

information that you want ahead of time

 What product attributes are important for the brand they use

most often ?

 What product attributes are important for other brands they

are aware of ?

 What brands that they tried?

 Why did they reject them?

 How do they think they go about deciding which one to

purchase?

 Who in the family actually makes the decision to buy

products of this kind?

 Who in the family will make most use of the product?

 What improvements should be made in current products?

New primary data

 All of the above will give you an idea of the information you

should gather.

 You should have a fairly complete idea of how your potential

customers fell about the marketplace.

 You need to synthesize it into a presentation for those who will

do your new product concept generation for you.

 But actual new product concepts almost never will come from

this step.

 You must not expect people will telling you how to create the

next good new product or category. It may happen, but it is

unlikely.

(3)Soueces of ideas for new products

 Generally, we are going to have to develop our own

portfolio of new product concepts.

 However, before we get into techniques for generating

new product concepts, we should look at a list showing

the sources of ideas for new products.

 A concept is a well-formed thought for a new product,

including a reasonable description of what it would

look like and how it would act

 An idea is simpler and it usually not much more than a

bare-bones thought about a possible new product

A list showing the sources of ideas for

new products

 Advertising Agencies

 Consumer Research

 Our R&D Department

 Firms Specializing in Creating New Product Concepts

 The Company’s Marketing Department

 R&D Consultants

 Customers and Other Outside Individuals

 Selecting a New Products Consulting Firm

Advertising Agencies

 Generally, the advertising agency is staffed by

persons who are trained to see things in a

innovative way.

 Very often they will have suggestions for

improvement or modification of your current

product.

 Given proper direction, they are also a good

source of new product ideas.

Consumer Research

 The consumer may suggest an improvement in a

product or new product for your company.

 You should alert your Market Research

Department to your interest in these kinds of

ideas and periodically ask them if they are

engaged in projects that might generate these

idea.

Our R&D Department

 The R&D Department is a rich source of ideas.

 They often have potential suppliers talking to them

about new technological development, and the like.

 It is necessary for you to establish a strong liaison (聯

繫) with this department.

 You should be frank with them about the goals of your

program and the direction that you are taking, and ask

them to forward any ideas or pieces of data that seem

relevant.

Firms Specializing in Creating New

Product Concepts

 There are a number of firms that specialize in creating

new product concepts.

 It is useful to interview several before you decide to

use one.

 You can obtain the names of some responsible firms

through your advertising agency or through other new

product development practitioners.

 Generally these firms have some new business

development program and your fellow practitioners

will have heard of several of them.

The Company’s Marketing Department

 Alert all members of the Marketing Department to

your program’s aims and the kind of new products

that you are interested in.

 Many marketing people are innovative and will often

have whole host of ideas for new products that they

have tucking away.

 Once they understand your needs, they will help you

keep track of potential competition by telling you of

rumored or actual products that have entered the

marketplace.

R&D Consultants

 Most industries have outside firms that will do R&D work.

Often these firms independently produce a new product and then

attempt to sell it.

 They may approach you own R&D Department, and you should

let it be known that you are receptive to new ideas.

 But it does little good to solicit these firms. Their new products

are usually the result of experimentation. You would not want

them working with the thought of selling the product to you at

the end.

 Therefore, letting your R&D people, and those in the industry,

know that you are receptive to ideas, is an excellent course of

action.

Customers and Other Outside

Individuals

 It is not uncommon for customers to mail in ideas on

product improvements, and for outside individuals to

submit new product ideas to your firm.

 Few worthwhile ideas ever come in this way.

 Acknowledgment of an acceptable idea leaves you

open to legal action.

 Discuss this with your legal department. It is usually

best to have a formal system that tells the person

submitting the idea that you cannot accept or consider

his ideas (but thank them).

Selecting a New Products Consulting

Firm

 One good way to obtain new product ideas is

through a professional new products consulting

firm.

 Advantage:

 You can effect cost savings

 The providing objectivity will surprise you

 A wider range of imaginative ideas

 Their range of contacts

You can effect cost savings

 For many firms, the new products function is

not a full-time function, and therefore

employing someone in house with expertise in

this area can be wasteful.

The providing objectivity will surprise

you

 The fact that your own people can sometimes be too

close to the problem to be perfectly objective, will

come as no surprise to you.

 When you hire such a firm, you are obtaining the

benefit of many years of experience in the new product

process.

 Generally, you will find their judgment to be quite

good. Perhaps saving you from wasting time and

money by pointing out hidden risks and assumptions,

unanswered questions.

A wider range of imaginative ideas

 They should be quite skilled in the area of concept

generation and concept refinement.

 As a rule, manufacturers do not keep experts in this

filed on their staff. Therefore an outside firm should

not only be able to provide you with a wider range of

imaginative new product concepts than you could

generate, but also be better able to assess these

concepts as business propositions than you can.

Their range of contacts

 A firm that has been in business for a number of

years should have a good grasp of what the

industry is doing and what the trends are.

 They can often suggest an acquisition or the

purchase of a brand from another company.

 They can obtain data from the industry with

anonymity, thereby protecting your own firm

from exposing its area of interest.

Chapter 4 Idea Generation

 Some rules before for putting together your own

concept portfolio

 Generating a portfolio of new product ideas

 A tool kit for assisting in concept generation

 Using some creativity tools

Some rules before for putting

together your own concept portfolio

 1.The more ideas you start with, the better will

be the final concept(s)

 2.It is not advisable to count on consumer

research for the generation of ideas

 3.Do not set the parameters too tightly.

Generating a portfolio of new

product ideas

 The straight line method

of thinking is fine for

solving problems in your

daily life. It can also

result in new product

concepts. But you can not

depend on it for the sole

support in your idea

process.

A tool kit for assisting in concept

generation

 Before we get to discuss the creativity tools, it is necessary to discuss

the rules of brainstorming.

 Brainstorming is the setting in which we are best able to make use of

the creativity tools.

 It is not a special technique but a special atmosphere that encourages the

application of the principles and the techniques... of conceptual ideas.

 Brainstorming, with any of the creativity tools to be discussed later, can

be done either within the context of the group, or be oneself.

 Basically, brainstorming is s free-wheeling situation in which the

participants feel free to say anything that comes to their mind with even

the vaguest relation to the problem being discussed.

 This does not mean that brainstorming is an out-of-hand situation.

Actually, in some ways, it is tightly controlled.

The rules of brainstorming

 1. The need for a leader or moderator.

 2. Definition of problem.

 3. Size of group

 4. Openness to ideas

 5.The suspension of judgment (the avoidance of criticism).

 6. Challenging assumption

 7. Cross-stimulation

 8. The need for creativity tools in a brainstorming group.

1. The need for a leader or moderator

 It is important in a brainstorming session that someone takes

charge.

 This person needs to make sure that the problem is defined

and that the relative information is disseminated.

 To make sure that the rules of brainstorming are followed and

that the group generally keeps moving toward the areas of

interest.

 He should not impose his views on the group, nor constrain

the activity too much.

 He should assume the role of a benevolent leader and the

jealous protector of the right of strange ideas to extit.

2. Definition of problem

 It is important that everyone have an idea of the

problem to be discussed.

 Everyone has an adequate grasp of the information

that is generally available.

 Both these functions must be fulfilled or arranged for

by the moderator.

3. Size of group

 Generally, brainstorming requires a group of

somewhere between 5 to 10 members.

 This gives everyone an adequate chance to participate

and to feel involved.

 Any more is very unwieldly. Less than five is usually

inadequate because it puts too much pressure on the

participants.

 Fewer people -- If they feel comfortable enough with

one another and the idea of brainstorming, it can work.

4. Openness to ideas

 The most important thing about brainstorming is that the

setting (設定的目標) must be made.

 Every member feels perfectly able to say whatever he thinks

might relevant to the issue.

 The moderator must maintain this right of each member and

should make it clear ahead of time that this situation exists.

 The brainstorming session provides a formal opportunity for

people to make suggestions that they would not otherwise

dare make for fear of being laughed at.

 No idea is too ridiculous to bring forward.

5.The suspension of judgment (the

avoidance of criticism)

 It is absolutely essential in brainstorming that no criticism of

anyone’s ideas be made.

 This is called suspension of judgment and is the most difficult

for first-time brainstorming group members.

 The moderator must be cautious about comments that begin

with any of the follow:

 The would never work because...; It is well-known that...,

 This is silly, and impractical idea... ; It would be much too

expensive... ;How would you get that to...

 No one would accept that... ; We have tired that...

The moderator must be cautious

about...

 These are very natural comments, but if they are

allowed, then the brainstorming session is useless.

 Not only is one forbidden to evaluate the ideas of

others, but also his own ideas.

 It is the job of the moderator of the session to stop

any attempt of evaluation. He must make this quite

clear at the start of the session.

 He need only say ’that is an evaluation’ in order to

put a stop to it.

6. Challenging assumption

 The moderator should make clear that every

assumption implicit in the problem and the

information given is challengeable.

 Every member should feel free to say why he feels

uncomfortable with an idea and suggest modification.

7. Cross-stimulation

 The provocation is supplied by the ideas of others. Since

such ideas come from another, it stimulates one’s own ideas.

Even if one misunderstands the idea, it can still be a useful

stimulus.

 Although the ideas in a brainstorming session are related to

the problem under discussion, they can still act as random

stimuli.

 The moderator should promote as much cross-stimulation as

possible, asking one member to build on another’s ideas, or

asking one member to follow the same train of thought (even

if he must force himself to).

 Cross-stimulation is an essential ingredient in a brainstorming

group.

8. The need for creativity tools in a

brainstorming group

 Unless you are very fortunate, the brainstorming group will,

on occasion, get stuck. It will not be able to proceed further,

and on one will be satisfied with where it currently is.

 The moderator can move back to an earlier phase and ask to

develop ideas in a different direction. Or, he can use some

game or creativity tools to stimulate the group to think it in

new areas.

 These tools are absolutely essential for the new product

developer whether he is working by himself or when he is

running a brainstorming group.

Using some creativity tools

 1. Attribute Listing

 2. Morphological Analysis

 3. Synectics

 Fleshing Out Core (Skeletal) Concepts

1. Attribute Listing

 It is a technique in which you break down the product

that you would like to improve or the new product that

you would like to develop into its attributes.

 You select one or several attributes, and the group

develops new products or improves the current product

by changing attributes (all others remain constant or

disappear, if necessary)

 It allows some focusing without any real rigidity, and

you will soon find groups are more able to handle one

or a couple of area than completely reformulating or

changing a whole product.

Example For Attribute Listing

 Target: Invent a New Cereal, which would be

positioned as a light (清淡) evening meal, or perhaps a

late snack.

 Attribute listing for cereals

 Shape, Color, Size, Smell, Nutrition, Flavor, Price, Package,

Texture

 Let us take three: size, nutrition and smell

 Let us force ourselves to invent new products that are

basically cereals, using only these three factors.

Ideas for a New Cereal

1. A low-nutrition cereal that would not be fattening, which has

the smell of fruits, and which comes in nibble-size pieces so that

you can eat it dry while you are watching T.V..

2. A cereal for dieters that represents a light evening meal. The

pieces are big that you can hold them in your hand, and eat them

like a small sandwich alone with a glass of milk. It is low in

calories and has the smell of a bacon, lettuce and tomato

sandwich. It is very chewy to give you the satisfaction of

chewing and swallowing.

3. A cereal for people on a low meat and dairy diet (either for

medical reasons or personal preferences). The pieces will be

various sizes and chewy. It will be low fiber and high in

vitamins, particularly B, which you would normally get from

dairy products. It would have the smell of a cheeseburger.

Some strange phenomenon

 The more familiar the members of the

groups are with a certain product, the more

difficult it is for them to agree on the basic

attributes of that product.

 The expert knows too many reasons why

something can not be done, so he never

tries.

2. Morphological Analysis

 Another way of bringing together attributes that

would not normally be related -- and this new

combination then allows you to think in

previously unexplored areas.

 Morphological analysis is a very useful tool for

organized creative activity.

2. Morphological Analysis

The procedure is as follows:

 The statement of the problem should be as broad and

general as possible, and then all of the independent

variables must be defined broadly and completely as

possible.

 Each one of these independent variables becomes an

axis on the morphological chart.

 If there are n independent variables, we will have a

chart of n dimensions.

 Each of the independent variables can probably be

expressed a number of different ways

Example for Morphological Analysis

 Target: Invent a New Cereal, which would be

positioned as a light (清淡) evening meal, or perhaps a

late snack.

 Attribute listing for cereals

 Shape, Color, Size, Smell, Nutrition, Flavor, Price, Package,

Texture

 Let us take five: shape, color, size, smell, texture

 And selected five end benefits: nutrition, flavor, eat

wet or dry, easy to digest or eat, nonfattening

Example for Morphological Analysis

 The listing is coded to match the

number in the upper left-hand

corner of the block .

 For each number, the product

attribute must be related to the

end benefit in the concept.

 2. A multicolored cereal that kids

would eat as a dry snack after

school (Color/Nutrition).

 6. This is the fruit salad cereal.

Different pieces look and taste

like various fruits (Shape/

Flavor).

Example for Morphological Analysis

 12. This is a cereal that changes

(into fruit flavored) colors when

you make it wet (Color/Wet).

 18. This cereal consists of small,

soft, easy to chew and digest

pieces (Size/Easy to digest or

eat).

 25. This cereal is extremely

chewy. You get so much

satisfaction from chewing, that

you eat less than normal

(Texture/Nonfattening).

Conclusion of the above example

 We have gone through the grid and have a number of

ideas.

 Frankly, none of these ideas are ready to be seriously

considered as a new product concept.

 However, to take this exercise a little further, let us

convert this cereal project into a three-dimensional grid.

 We have worked so far with two interesting variables,

product property and end benefit. Let us add a third

variable, means.

Three-Dimensional Grid

 Draw #1 is a cereal that is easy to digest

or eat, which has some peculiarity about

the size particle and which can be made

of standard cereal grain. It is probably

already invented. A great number of

cereals, both hot and cold, that are on the

market would fit this box.

 Draw #2 is a cereal made out of dairy

protein. It has nutrition as an important

attribute, and it has shape as an important

product property.

 Draw #3 would be product made out of

vegetable protein. It would have some

interesting texture properties and would

be easy to digest or eat.

3. Synectics

 It is not a tool: it is a system for practicing

creativity.

 It is far more important than any other tool in this

section.

 Two areas of this system will be studied

 1.How to run a meeting

 2.How to use a brief excursion into excursion

techniques -- which will provide you with a new tool.

1.How to run a meeting

 Four major stumbling blocks (絆腳石)

 The 1st, chairman did not provides precise knowledge of what he

expects, the members can easily become confused. An agenda

alone does not solve this problem

 The 2nd, chairman habitually, albeit unwittingly, discourage

creativity and free speculation.

 The 3rd, The chairman is likely to use his power unwisely.

 The 4th, we find in almost any meeting that there is a high level

of antagonism toward ideas.

1.How to run a meeting?

 Four major stumbling blocks (絆腳石)

 The 1st, chairman did not provides precise knowledge of what he

expects, the members can easily become confused. An agenda

alone does not solve this problem

 The 2nd, chairman habitually, albeit unwittingly, discourage

creativity and free speculation.

 The 3rd, The chairman is likely to use his power unwisely.

 The 4th, we find in almost any meeting that there is a high level

of antagonism toward ideas.

The traditional image of the strong

chairman

 An executive who guides the discussions, hews to

an agenda, makes instant judgments of relevance

and usefulness, and parcels out assignments – to

get things done.

 The results is that the old-fashioned chairman

wastes talent, both his own and the group’s, and

therefore time and money as well.

How can a chairman multiply the

effectiveness of his people?

 The chairman must adopt a nontraditional attitude.

 He must come to view himself as the servant of the

group (in the same way that the group views itself

as the servant of the meeting).

 He must devote his entire attention to helping the

group use its wits

How can a chairman to run the meeting?

 1. The Rotating Chair

 2. Stating the problem

 3. Temporary Shelving

 4. Spectrum Policy

 5. Restating the Problem

 6. Metaphoric Vacation

 7. Toward the Solution

1. The Rotating Chair

 There is quite a bit of evidence that the traditional chairman is self-

serving and manipulative.

 It quite clear that members recognize this, resent it, and struggle

against it, but more often subtly.

 Common response are: ‘He does not listen to my idea’or , ‘I think

I could run better meeting than he does’

 A habit of egocentricity in the chair severely limits the productivity of

a meeting, and our recommendation is rotating chair.

 It is important that every member of a meeting group regularly have

the opportunity to lead– to test and to shape his capability, and to

taste the responsibility of sitting at the end of the table.

2. Stating the problem

 In small, task-oriented meeting, the conference room

should be arranged so the chairman can keep notes that all

can see.-- Entering the dog food market

 The first step is to write a brief statement of the problem--

How can we enter the pet-food market with an advantage

over the competition?

 The next step is for the chairman to ask the experts for a

more detailed explanation of the problem

 The experts are Mr. B of marketing and Mr. C of R&D

 The chairman should listen to these questions with much

more attention.

3. Temporary Shelving (擱置)

 The chairman does not devalue this question. But

since he knows it can lead to endless discussion of

opinions which do litter or nothing to help with the

problem at this point.

 Will you please write down the problem as you see it,

and we will take it up later as a subproblem.

4. Spectrum Policy

 The chairman is to force Mr. B to think about the positive

value of Mr. A’s idea.

 Thus Mr. B will see a range of values in the suggestion, a

range from good to bad -- a spectrum of values.

 The chairman has enforced the so-called spectrum policy,

and by so doing he has accomplished more than may be

apparent.

 Note that Mr. B has continued on to identify some

approaches for the group that he himself finds acceptable.

 Not also that his approval signals Mr. A.

Example

 Mr. A : I think it would be a good idea to shape our dog

food like bone and make it chewier.

 Mr. B: But there is already a dog bone

 The chairman: Just a second, Mr. B.. First tell us what you

like about Mr. A’s suggestion

 Mr. B: Well, this change in shape is a good idea. Mr. A, if

I get his meaning, wants to use shape to make our product

more appealing to the buyers. We know the buyer’s view

of the food is a key element --- the dog does not care much.

 The chairman: Now what troubles you about the idea of a

chewy bone, Mr. B?

Example

 Mr. B: I am worried about the shape. Although the bone is

traditionally associated with dogs and is good from that

viewpoint, it is not new to the market One of our

competitors is using it.

 Mr. D: Mr. B your concern over the bone shape not being

new suggests to me that we might go in a completely new

texture direction: let us have an ‘Instant Breakfast’ dog

food or a ‘Metrecal’ (計量的) dog food.

 If the experts consider this a possible solution, they say so

and the leader records and saves.

5. Restating the Problem

 Next, the chairman asks that each member of the group

write one or more statements of the problem as he

understands it.

 The chairman then records these for all to see, adding any

that occur to him.

 This stage gives each member the opportunity of make an

official declaration of the problem a he understands it or of

the goal he wished to attain.

 The more of these, the better -- and the more differences

between them, the better. Imagination and temporary

irresponsibility should be welcome.

Example

 1. How can we capitalize on (利用) the acceptance of the

leading brand?

 2.Why do not we devise a pet food that makes addicts (上

癮) out of pets?

 3.How can we make pet food that perfectly fits the

buyer’s image of what the pet needs and loves?

 4.Why can not we devise a pet food that the pet will

choose every time in a taste test?

 5.How can we make a pet food that the pet will eat and like

so much he sends a message of thanks to his owner?

6. Metaphoric Vacation (隱喻的假期)

 Next, the chairman selects one of the subproblems or restatements

listed (never his own) and notes it.

 He temporarily puts the problem out of mind with confidence that

later, when his mind has rested, some new clue to solution will come

to him.

 Thus: the chairman instructs, ‘please put the problem out of your

mind. Now, can anyone think of an example of a striking image in

the world of weather?’‛thunderhead‛(亂積雲), ‚A

thunderhead is beautiful, but there are dangerous forces inside it‛

 Vacation time (空閒時間) should last from 5 to 15 minutes,

depending on the members’skill in focusing off the original

problem and the chairman’s ability.

7. Toward the Solution

 As his next step the chairman should bring the vacation to

a close.

 The chairman asks the members to return to the problem in

question #3 and to use the irrelevant comments about

thunderheads to suggest unthought-of-lines of speculation.

 Mr. D: This idea of hidden danger in the thunderhead– it

makes me think of hidden meanings. Could we perhaps

put some sort of hidden meanings in dog food?

 Chairman: Do you mean that we should

Example

 Mr. D: This idea of hidden danger in the thunderhead– it makes me

think of hidden meanings. Could we perhaps put some sort of hidden

meanings in dog food?

 Chairman: Do you mean that we should somehow put extra meaning in

dog food? Mr. D: Yes, but I do not know how?

 Mr. B: We should treat dog food as though it is more important than

dog food.

 Mr. C: We can treat it like people food.

 This discussion leads to the notion that a dog food exactly like

hamburger could be marketed directly through the butcher (肉販).

 Mr. B: Low product costs, good storing quality, and data suggesting

that some people eat pet food.

2.How to use a brief excursion into

excursion techniques

 The use of creativity tools within the context of a

meeting – in this case, the use of a metaphoric

vacation.

 This vacation is similar to what the Synectics

people call excursions.

Fleshing Out Core (Skeletal) Concepts

 After you have used these tools and generated a

number of skeletal concepts (or core ideas) you need to

flesh them out before you go on to prepare concept

statements, and ultimately research them with

consumers.

 What you need to do is examine each of the core ideas

in a rigorous manner to make sure that you are stating

it as strongly as possible, and you are stating it in as

many ways as possible.

Concept Preparation Checklist

 1. Combine

 2. Eliminate

 3. Adapt

 4. Modify

 5. Other uses

 6. Substitute

 7. Rearrange

 8. Magnify

 9. Minify

 10. Reverse

Example 1: home hair dryer

 1. Combine

 Combine a hair misting device with hair dryer to

apply a conditioner, or a handing fluid to your hair

and then quickly dry it into shape

 2. Eliminate

 Elimination of the heat function and have a natural

hair dryer

Example 1: home hair dryer

 3. Adapt

 Adapt to plug into automatic cigarette lighter for

emergency use and which can be carried in your

automobile.

 4. Modify

 Modify it so that it can be readjusted for oily hair or

dry hair or for use on baby as well as adults (the

first all-family hair dryer)

Example 1: home hair dryer

 5. Other uses

 A window defroster for your automobile

 Promote its use as a dust remover for electrical

appliances

 6. Substitute

 Substitute a whirling nozzle instead of a straight

nozzle

 Substitute batteries for the electrical input

Example 1: home hair dryer

 7. Rearrange

 Rearrange the action so that instead of blowing hot

air onto the hair, it sucks air into it.

 Hair dryer with moisture-sensing device

 8. Magnify

 Can increase the heat output and make a quick dry

model

 Can increase the size and sturdiness of the item and

market a professional model.

Example 1: home hair dryer

 9. Minify

 To reduce the size of the model to make it into a

travel unit (perhaps with a folding handle)

 Make a small unit for children to use

 10. Reverse

 To draw the water out of the hair, instead of causing

it to evaporate through hot air

Example 2: hamburger for dog food

 1. Combine

 2. Eliminate

 3. Adapt

 4. Modify

 5. Other uses

 6. Substitute

 7. Rearrange

 8. Magnify

 9. Minify

 10. Reverse


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