Commercialization Templates, Checklists & Tools
ScienceDocs provides a growing library of practical templates, checklists, and tools designed to support startups, research teams, and organizations navigating change. These resources can assist with commercialization, AI adoption, operational improvement, grant-funded growth, and broader organizational transitions.
Each template is designed to be immediately usable while also supporting deeper consulting engagement when needed.
Idea and Discovery Tools
- Idea Exploration Checklist
(Download PDF) (Download Docx) - Problem Exploration Checklist
(Download PDF) (Download Docx) - Early Landscape Scan Checklist
(Download PDF) (Download Docx) - Stakeholder Mapping Template
(Download PDF) (Download Docx)
Commercialization Readiness & Technology-to-Market Tools
- Commercialization Readiness Checklist
(Download PDF) (Download Docx) - Commercialization Readiness Scorecard
(Download PDF) (Download Docx) - Technology-to-Market Gap Analysis
(Download PDF) (Download Docx) - Commercialization Roadmap Template
(Download PDF) (Download Docx) - Pilot Readiness Checklist
(Download PDF) (Download Docx)
Validation & Market Discovery Tools
- Stakeholder & Buyer Map / User-Buyer Stakeholder Map
(Download PDF) (Download Docx) - Market Evidence Tracker
(Download PDF) (Download Docx) - Competitive Landscape Matrix
(Download PDF) (Download Docx) - TAM / SAM / SOM Worksheet
(Download PDF) (Download Docx) - Market Readiness Checklist
(Download PDF) (Download Docx)
Funding & SBIR/STTR Tools
- Funding Readiness Checklist
(Download PDF) (Download Docx) - Funding Pathway Selector
(Download PDF) (Download Docx) - SBIR/STTR Readiness Checklist
(Download PDF) (Download Docx)) - Commercialization Plan Outline
(Download PDF) (Download Docx) - Milestone & Budget Planner
(Download PDF) (Download Docx) - SBIR/STTR Commercialization Plan Checklist
(Download PDF) (Download Docx) - Phase 1-to-Phase II Planner
(Download PDF) (Download Docx) - TABA Planning Worksheet
(Download PDF) (Download Docx) - Reviewer Concern Matrix
(Download PDF) (Download Docx) - Grant-to-Market Transition Checklist
(Download PDF) (Download Docx) - Investor Readiness Checklist
(Download PDF) ScienceDocs_Investor_Readiness_Checklist
IP, Licensing & University Spinout Tools
- Invention Disclosure Checklist
(Download PDF) (Download Docx) - University Licensing Guide
(Download PDF) (Download Docx) - Spinout Planning Worksheet
(Download PDF) (Download Docx) - IP Landscape Snapshot
(Download PDF) (Download Docx)
Product, Regulatory & Reimbursement Strategy Tools
- Product Requirements Document Lite
(Download PDF) (Download Docx) - Regulatory Pathway Snapshot
(Download PDF) (Download Docx) - Evidence Planning Worksheet
(Download PDF) (Download Docx) - Reimbursement Assumption Map
(Download PDF) (Download Docx)
Pilot & Launch Tools
- Pilot Design Brief
(Download PDF) (Download Docx) - Pilot Readiness Checklist
(Download PDF) (Download Docx) - Implementation Plan Template
(Download PDF) (Download Docx) - Value Tracking Worksheet
(Download PDF) (Download Docx) - Launch Evidence Brief
(Download PDF) (Download Docx) - Launch Readiness Checklist
(Download PDF) (Download Docx)
Go-to-Market & Partnership Tools
- Go-to-Market Plan Template
(Download PDF) (Download Docx) - Strategic Partner Scorecard
(Download PDF) (Download Docx) - Partnership Development Guide
(Download PDF) (Download Docx) - Partnership Growth Template
(Download PDF) (Download Docx)
Commercialization, Growth, & Operations Tools
- Growth Planning Worksheet
(Download PDF) (Download Docx) - Commercialization Metrics Dashboard
(Download PDF) (Download Docx) - Commercialization Metrics Worksheet
(Download PDF) (Download Docx) - Commercialization Strategy Template
(Download PDF) (Download Docx) - Commercialization Readiness Checklist
(Download PDF) (Download Docx) - Customer Discovery Interview Guide
(Download PDF) (Download Docx) - Grant-to-Market Transition Checklist
(Download PDF) (Download Docx) - Investor Readiness Checklist
(Download PDF) (Download Docx) - Market Readiness Checklist
(Download PDF) (Download Docx) - Operational Readiness Checklist
(Download PDF) (Download Docx) - Scaling Readiness Checklist
(Download PDF) (Download Docx) - Operational Capacity Planner
(Download PDF) (Download Docx)
Operations & Optimization Tools
- Workflow Mapping Template
(Download PDF) (Download Docx) - Process Redesign Worksheet
(Download PDF) (Download Docx) - Process Bottleneck Identification Checklist
(Download PDF) (Download Docx) - Current vs. Future State Process Template
(Download PDF) (Download Docx) - ROI Estimation Worksheet
(Download PDF) (Download Docx)
Change Management & Adoption Tools
- Change Readiness Assessment Template
(Download PDF) (Download Docx) - Stakeholder Alignment & Communication Plan Template
(Download PDF) (Download Docx) - Change Governance Framework Template
(Download PDF) (Download Docx) - Organizational Readiness Scorecard
(Download PDF) (Download Docx) - Stakeholder Mapping Template
(Download PDF) (Download Docx) - Decision-Making Authority Matrix / RACI Template
(Download PDF) (Download Docx) - Implementation Roadmap Template
(Download PDF) (Download Docx) - Adoption Risk Register
(Download PDF) (Download Docx) - Adoption Tracking Worksheet
(Download PDF) (Download Docx) - Training Readiness Checklist
(Download PDF) (Download Docx) - Workflow Change Planner
(Download PDF) (Download Docx) - Change Performance Dashboard Template
(Download PDF) (Download Docx) - Post-Implementation Review Template
(Download PDF) (Download Docx)
AI & Technology Implementation
- AI Adoption Planning Template
(Download PDF) (Download Docx) - AI Readiness Checklist
(Download PDF) (Download Docx) - AI Use Case Identification Worksheet
(Download PDF) (Download Docx) - AI Risk & Governance Checklist
(Download PDF) (Download Docx) - Data Governance & Security Checklist
(Download PDF) (Download Docx)
Performance & Continuous Improvement
- KPI & Performance Tracking Template
(Download PDF) (Download Docx) - Adoption Tracking Worksheet
(Download PDF) (Download Docx) - Change Performance Dashboard Template
(Download PDF) (Download Docx) - Post-Implementation Review Template
(Download PDF) (Download Docx) - Commercialization Metrics Dashboard
(Download PDF) (Download Docx) - Commercialization Metrics Worksheet
(Download PDF) (Download Docx)
These tools are designed to support your internal planning and execution. For organizations undergoing significant change, ScienceDocs also provides hands-on consulting to help interpret results and implement solutions effectively.
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