1. Projects with interfunctional teams: number of projects that employ teams composed of people from units across the organization and outside the R&D unit.

  2. Evaluation of the scientific and technical capabilities of the R&D unit and, by extension, of the total organization: external evaluation primarily by various customers, of the capability of the firm and its R&D unit in meeting the scientific and technological challenges of changing markets.

  3. Project progress and success: progress in meeting established objectives and milestones over a given period of time; number or percentage of projects that exhibited technical success on time and on budget.

  4. Evaluation of projects and programs: averages of cost per project, by type of project.

  5. Ownership, support, and funding of projects and programs: percentage of projects supported and funded by other units in the organization that are directly related to a product line or similar commercial entity in the organization; distribution of projects and programs by source of organization.

  6. Human relations measures of R&D personnel: morale of personnel; satisfaction with their work.

  7. Relation of R&D to strategic objectives: degree to which R&D objectives are related to the strategic objectives of the organization and are current with any changes in the organization’s strategy.

  8. Benchmarking project and program performance: relation of project management metrics to benchmarks that are standards, averages, or best practices in the industry or sector; extent to which these benchmarks influence the strategic direction of both R&D and the total organization.

Peer Review Metrics
  1. Internal evaluation: subjective rating by other people in the organization ranked on a scale that measures judgment of respondents.

  2. External evaluation: subjective evaluation by a panel of experts.

  3. Targeted reviews: panel evaluations of any R&D outcome. This may be considered a measure of quality, as viewed by expert reviewers.


Investments in R&D
  1. Expenditures for each stage of research and development.

  2. Expenditures per time frame, for one time period, or over several time periods.

  3. Distribution by categories of expenditures for personnel, equipment, et cetera.

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