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FIELD NOTE 01 / INNOVATION ROI

Why innovation ROI stops short of the P&L

Innovation budgets rise while results stay flat. The cause is usually the measurement system, not the team — and it is a question only a CEO can reopen.

01IN BRIEF
  • Counting ideas, workshops and projects produces a number that rises reliably while the P&L does not move.
  • The cause is rarely the innovation team. Replacing the people changes who is inside the cycle, not the cycle itself.
  • Two governance conditions produce it: measures that reward activity, and no disciplined route from a strategic priority to a funded project.
  • Both sit above the innovation function, which is why it cannot fix this from inside, and why the question belongs to the CEO.
02THE ARGUMENT

Most companies that are disappointed by innovation are not short of innovation activity. They are funding activity that was never connected to a business result, and measuring it in a way that cannot tell the difference.

What innovation ROI actually measures

The gap is not a minority experience. A McKinsey Global Innovation Survey exhibit found 84% of executives calling innovation important to growth strategy, and only 6% satisfied with innovation performance. Those figures are historical, and they are used here for the scale of the dissatisfaction they recorded, not as a current measurement.

Innovation ROI is the return a business earns from what its innovation activity changed — revenue from products launched, margin from processes redesigned, capacity released, cost avoided. It is not a measure of how much innovation happened.

That distinction is where most measurement systems fail. Counting ideas generated, workshops run, or projects in the pipeline produces a number that rises reliably while the business result does not move. The metric is honest; it is simply measuring the wrong thing, and it rewards the organization for producing more of it.

Why capable teams produce activity instead of outcomes

Under pressure to show progress, leaders ask for something visible. Innovation teams supply exactly what was requested. Neither party is acting unreasonably, and the result is a cycle that consumes budget and the attention of capable people without changing what the business delivers.

The condition has a name worth using, because naming it makes it discussable in a room: what Steve Blank calls innovation theatre. The workshops happen, the pipeline fills, the reports are accurate, and the performance is of progress rather than progress itself. This pattern does not require anyone to pretend. The system is measuring the show.

This is a system behaviour, not a talent problem. Replacing the team changes who is inside the cycle, not the cycle. The same incentives, the same measures, and the same absence of a route from strategy to funded project will reproduce the same output with different people in it.

The practical consequence for a CEO: an underperforming innovation function is usually evidence about the management system around it, and should be diagnosed there first.

The measurement problem underneath it

Two conditions produce this reliably.

Measures reward activity. When the reporting line runs on ideas submitted and sessions held, the organization optimises for those, because that is what it is being asked for.

No disciplined route from strategic goal to funded project. Where nothing translates an executive priority into a decision about what gets funded, stopped, or scaled, project selection defaults to enthusiasm and availability.

PwC's Innovation Benchmark, a survey of more than 1,200 global executives and business leaders, found 54% struggling to align their business and innovation strategies. It also reported that strategy, rather than the size of the investment, was the greatest determining factor in whether an innovation initiative succeeded. The two findings point at the same place, and it is not the budget.

Both are governance conditions. Both sit above the innovation team and outside its authority to change, which is why the function cannot fix this from inside.

Why this is a CEO question specifically

The conditions above cross functions. Measurement sits with finance, project selection with strategy, delivery capacity with operations, and the innovation team holds none of them. Only an executive with a view across all of them can change the conditions rather than the symptoms.

The mechanism is unremarkable once stated: conditions that span functions can only be altered by authority that spans them. That is why the diagnosis belongs above the innovation function rather than inside it.

What a redesign actually changes

Two examples, described as mechanism rather than result.

Turbine maintenance. The constraint was the length of the maintenance window, and most of the available time turned out to be in the order the stages ran in rather than the speed of any one of them.

Thai Union Manufacturing, cold storage. The constraint was energy consumption in cold storage, treated as a fixed cost of the facility. The redesign re-planned production scheduling so that the demand on cold storage changed shape, rather than seeking a more efficient way to serve the existing demand.

Neither engagement introduced new technology. In both, the assumption that broke was that the current sequence was a requirement rather than a choice.

Where to start

Ask for outcome reporting. Request the innovation report in terms of business results — revenue attributable to recent launches, capacity released, cost avoided. If it cannot be produced, that absence is the finding, and it is more useful than any figure the current report contains.

Establish the route from strategy to funding. Name who decides which projects are funded, against which stated business priority, and what causes a project to stop. PwC's 2026 CEO survey found only one in four CEOs saying their company had routine processes in place to stop underperforming research and development projects; where no such process exists, the third question has no answer.

Diagnose the system before restructuring the team. A capability assessment measured against an external standard can show which conditions appear to constrain the result, as seen from outside the function. Before reorganising the function, examine whether its incentives, measures and decision rights would change.

Where this does not apply

This addresses innovation activity that is not reaching a business result. It does not apply where the constraint is genuinely technical — a product that does not work, a market that is not there, or a capability the organization has not yet built. Those are real problems with different answers, and no amount of governance redesign resolves them.

03SOURCES
  1. Know Your Customers' Jobs to Be Done — where the 84% / 6% figures are most often quoted from

    Christensen, Hall, Dillon and Duncan, Harvard Business Review · September 2016

    The figures come from the McKinsey Global Innovation Survey as shown in McKinsey's own exhibit, reached via HBR's September 2016 reporting, which is where they are most often quoted from. The exhibit states no fieldwork date and no sample size. HBR rendered the pair as 'extremely important' and '94% dissatisfied'; McKinsey's labels read 'important' and '6% satisfied'. Historical figures — cited here for the scale of the dissatisfaction, not as current measurement.

  2. McKinsey Global Innovation Survey, Exhibit 2

    McKinsey & Company · Undated; read from the 15 November 2017 capture

    First-party exhibit, and the source HBR's own reporting links to. States no fieldwork date and no sample size. Its text is outlined to vector paths, so it is readable only as a rendered image.

  3. 29th Global CEO Survey

    PwC · January 2026

    Fieldwork 30 September–10 November 2025, n=4,454 CEOs in 95 countries and territories. Source of the one-in-four stopping-processes figure; self-reported CEO data.

  4. Innovation Benchmark Report

    PwC · 2017

    Survey of more than 1,200 global executives and business leaders. Source of the 54% strategy-alignment figure and the finding that strategy rather than investment size determines whether an initiative succeeds. Self-reported survey data, and from 2017.

04COMMON QUESTIONS
Does this mean our innovation team is failing?
No. It argues the opposite. Capable teams inside a system that rewards activity will produce activity, because that is what is being asked of them and measured. The change needed is to the conditions around the team, not to the people in it.
Why does the CEO need to initiate this?
The conditions that produce the problem sit across finance, strategy, and operations. The innovation function holds none of them, so it cannot change them regardless of how well it performs.
What is the most practical first step?
Review the innovation measures currently reported to the executive team. Shifting from measures of activity to measures of business outcome changes what the organization optimises for, and it can be started immediately without restructuring anything.
How long before this shows in results?
That depends on the cycle length of the business. Redesigning governance changes what gets funded next, so the effect appears at the speed of the funding cycle — not immediately, and not in the quarter the decision is made.
05WHERE THIS LEADS
WHAT SHOULD CHANGE?

Bring the outcome, the constraint, and the accountable decision into the same conversation.

Discuss the outcome that matters