Innovation Vortex Assessment

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In this exercise, you assess the innovation processes of one of your projects or product teams.


  1. Get a copy of the Innovation Vortex Sheet

You can get a copy from your workshop facilitator, or you can download it for free after becoming a member of the Shiftup Program.


  1. Form pairs of two participants

Each pairing partner does a self-assessment of the innovation processes of a project or product team that he/she is working on. The other person is there to ask questions and to help with the self-reflection. Start with one, and then switch roles after 10 minutes.


  1. Score points per stream

Start with the Contextualize stream. Read out the text under Contextualize (on the paper sheet) and answer the questions.

  • When your product team did great work in the last week, then you earn three points.
  • When your team did great work in the last month, then you earn two points.
  • When your team did great work in the last three months, then you earn one point.

It is possible, and maybe even desirable, to earn all six points of the stream. This happens when you can convince your pairing partner that your product team has spent time in the Contextualize stream in all three periods: last week, last month, and last quarter.


  1. Score points for all streams

Now repeat the same for the other six streams. For each stream, you can earn between zero and six points.


  1. Calculate the results

Count the number of points. It should be anywhere between 0 and 42. This is the innovation vortex score that you have achieved with your product team.


  1. Switch roles

Now the pairing partner takes over and does the same exercise.


Become a free Shiftup Program member and download various tools, templates, and book chapters.

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