TRIZ and Systematic Innovation Training Course Outline

Below is a comprehensive list of potential topics.  We often customize this course agenda to fit our client’s project or training objectives. The following represents a rough outline for our typical 2 and 3-Day TRIZ/Systematic InnovationWorkshop. The main difference between the 2 and 3 day Workshop is the level of detail discussed and the amount of “breakout sessions” that are integrated. This agenda may be adjusted to fit your needs and broken up into “modular sessions” that can be taught over a period of time.


SECTION 0: Introductions / Course Objectives

  • Intro, Workshop Objectives, Introductions, Ground Rules, etc.
  • The “What’s, Why’s, Where, and When’s of Systematic Innovation
  • Unique Selling Propositions (USP’s)
  • Growth Strategies
  • High Level Description of the 8-step Innovation Process
    • Identify, Document, and Prioritize Customer / Market Needs
    • Situation Analysis
    • Select the appropriate Systematic Innovation Tool(s) for the situation
    • Generate Ideas and Concepts
    • Evaluate Concepts
    • Detailed Design & Verification
    • Communicate Value to Customer
    • Standardize on the Best Practices
  • Importance of Innovation in today’s environment
  • Intro to the CAGE Model
  • 8 Barriers to Innovation
  • Very brief Intro to TRIZ (More in Section 4)

SECTION/STEP 1: Explore & “Ignore” the Customer

  • VOC Definition
  • The Kano Model
  • Peeling the VOC Onion
  • Global Categories of Customer Requirements
  • A 6 step process for VOC
    • Purpose & Scope of Research
    • Identify Customers & Sources of Data
    • Design the Research Event
    • Conduct the Research (Sample Q’s, Do’s and Don’ts)
    • Sort & Organize the data (VAST, Affinity, Tree Diagrams)
    • Document & Take Action (VOC Opportunity Matrix, QFD/HOQ)
  • The Kano Survey (Optional)

SECTION/STEP 2: Situation Analysis

  • 4 Reasons to consider Situation Analysis/Function Modeling
  • What is Functional Thinking?
  • Function Modeling Techniques
    • Function Analysis (Brainstormed)
    • FAST (Function Analysis Systems Technique)
    • SAO Function Modeling
    • Cause & Effect “Situation Modeling” (recommended)
  • Examples

SECTION/STEP 3: Select the appropriate Systematic Innovation Tools

  • How to use the SI Tool Selection Matrix
  • Versatility of the tools
  • Extra Information on the tools

SECTION/STEP 4: Tools and Techniques for Idea Generation and Problem Solving

This section is the heart of this workshop where 90% of the time is spent.  It contains the detail on over 30 technological and psychological methods for innovation, ideation, problem solving, and concept generation.  There are over 200 pages in this section alone explaining specific “how-to’s” of each of the “techniques” listed below with interactive class exercises to practice them.

Note 1: Description of tools below available upon request. (SEE HOME PAGE “LIGHTBULB” FOR SHORT DESCRIPTIONS OF ALL TOOLS BELOW)
Note 2: List includes ALL tools included in the workshop. Tools with ** are not used in step 4 but in other steps in the 8-step process

  1. Analytic Hierarchy Process **
  2. Biomimicry
  3. Blue Ocean Strategy (intro)
  4. Brain-Writing 6-3-5
  5. CAGE Model **
  6. Can’t fix it, Feature it!
  7. Classic Brainstorming
  8. Customer Modifications
  9. 3 DeBono Techniques
  10. Early Adapters / Lead Users
  11. Effects Knowledgebase of Science
  12. Feature Transfer
  13. Function Analysis/Modeling
  14. Having the “Right” People
  15. The Holistic Cube
  16. Ideality and the Ideal System
  17. 40 Inventive Principles
  18. Kano Model **
  19. Knowledge Mining
  20. Lateral Benchmarking
  21. Morphological Tables
  22. The MSE Effect
  23. PainStorming
  24. Pagoda Effect
  25. Patent Analysis
  26. Patterns of System Evolution – 19+
  27. Pugh Concept Selection
  28. Resources
  29. Scope Expansion
  30. Scientific Effects
  31. Separation Principles
  32. SI Tool Selection Matrix **
  33. Super Lateral Benchmarking
  34. TILMAG
  35. Trend Analysis
  36. Trimming Technique
  37. Time Savings
  38. TRIZ (Theory of Inventive Problem Solving)
  39. Unexpected Uses
  40. VAST Process **
  41. VOC Opportunity Matrix **

SECTION/STEP 5 – 8: Concept Evaluation, Synthesis, and Execution

  • Learn methods to perform an objective analysis of existing alternatives to select or synthesize a best concept.
    • Pugh Concept Selection & Evaluation
  • Detailed Design
  • Communicate Value
  • Standardizing best practices

SECTION 9: Keys to Success

  • Create an atmosphere and environment for success
  • Involve the right people
  • Pick the right projects
  • maintain momentum
  • Selling your ideas (internally & Externally)
  • Other key elements
  • Leadership responsibilities
  • Metrics for Innovation

SECTION 10: Appendix

Evaluations, Next Steps, Wrap-up and Adjourn

Optional Topics (Available upon request in advance only)

Demonstration of state-of-the-art innovation software – Demo, explanation, case study, and possible “hands on” interactive activities using software. See how a leading software for Innovation helps to automate the Innovation Process. These software tools have their roots in TRIZ, Value Engineering, Patent Analysis, and Advanced Semantic Analysis and Knowledge Mining using Linguistic Algorithms.

  • Project Chartering
    • Mission Statement, Target market Segment, Customer Identification, Competition, Project Scope, Goals, Constraints, Concept Judgment criteria, Plan of Attack, Team Selection.
  • If time permits, or is designed into the Course Agenda, attendees may break up into teams to work on real projects.
  • Innovation Software may be temporarily loaded to individuals’ workstations for group projects if requested in advance.
  • Group presentations of progress.
  • Advanced Innovation Topics: Contact us for details