Mastering the Messy Middle: Peer Workshops on Incubation Practices
Next session: Virtual workshop in Q4 2026
Learning Objectives
- Clarify what distinguishes Incubation from Discovery and Acceleration
- Identify common failure patterns in the messy middle
- Assess how effectively their organization structures learning and de-risking
- Apply a practical framework to strengthen governance and decision-making
- Define specific actions to upgrade their incubation capability
Audience
This is a facilitated peer-exchange (vs. instructor-led) session for innovation practitioners. Participants should have sufficient experience and willingness to share candid insights about what works—and what doesn’t—within their organizations.
This session is suited for experienced leaders (Director-level and above) in R&D, Innovation, or Finance who play a major role in delivering growth opportunities or achieving growth targets and can influence process and governance changes within their organizations.
If that sounds like you, fill out the form to apply for your spot!
Do you struggle to move promising innovations forward?
You’ve got a compelling innovation vision—but uncertainty abounds. Everyone wants a breakthrough success, yet most initiatives stall, drift, or quietly fail in the “messy middle” of the innovation process.
This workshop focuses specifically on the Incubation phase—the most misunderstood and under-managed phase of innovation. It sits between early discovery (where possibilities are explored) and acceleration (where proven business models scale). In Incubation, teams must transform technical promise or early concepts into a credible, evidence-backed business case. This is where uncertainty is highest, data is incomplete, and traditional governance systems often struggle to distinguish real progress from activity.
In this highly interactive and intimate peer-to-peer session, we’ll use a common framework to reflect on how your organization manages Incubation today. Drawing on the Discovery–Incubation–Acceleration model (adapted from Professor Gina O’Connor) and SmartOrg’s Six Vs framework, we will examine how leading organizations structure learning, reduce risk, and plan for punt/pivot/persevere decisions -- which they can make with confidence.
Participants will share common problem areas and real-world practices that work, compare approaches across organizations, and identify specific opportunities to upgrade their own incubation systems.
You’ll leave with a personalized reflection map highlighting strengths, gaps, and concrete next steps to make your incubation process more effective, efficient, and evidence-driven. And you'll instantly be a member of our practitioner community resolving to clean up the messy middle.
WORKSHOP FACILITATORS:

David Matheson
With over two decades of portfolio and innovation management experience, David Matheson is a leader in helping executives achieve better growth results. He is the President and CEO of SmartOrg, Inc., a company he co-founded in 2000 that provides software and services to support decision making and manage uncertainty. His qualifications include a Ph.D. in organizational decision making from Stanford University, as well as being a Fellow with the Society of Decision Professionals (SDP), where he recently completed a term as president. He is also an educator, startup advisor, public speaker and author of “The Smart Organization” from Harvard Business School Press. When off from work, David gravitates towards his passion for cycling and dark chocolate.

Doug Williams
Doug Williams leads the innovation practice at SmartOrg, Inc. Doug is an industry veteran, having helped over 80 organizations build and grow innovation programs during his time as professional services director at Planview Spigit and analyst at Forrester Research. An engaging speaker, facilitator, and a committed partner to customer success, he helps clients achieve their desired outcomes by challenging orthodoxies and building collaborative partnerships. Outside of work, Doug is a drummer in an alternative rock cover band and enjoys seeing live music, traveling, and cooking.