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10 - Templates & Tools

Vigía Incubation Framework (VIF)​

National Public–Private Incubation Network Guide - Version 1.0

1. Introduction

Templates and tools are the operational backbone of the Vigía Incubation Framework (VIF).
They ensure that all incubator nodes - whether public, private, academic, municipal, or mixed - operate with the same:

  • standards,
  • definitions,
  • evidence requirements,
  • reporting obligations,
  • governance criteria, and
  • investment documentation.

Where previous sections define the what (architecture, governance, funding, KPIs, roadmap),
this section defines the how - providing ready-to-use templates that transform policy into execution.

Templates are designed to be:

  • fully adaptable to national contexts,
  • aligned with legal and regulatory frameworks,
  • validated through MCF 2.1 evidence standards,
  • compatible with IMM-P® maturity requirements,
  • integrated with Vigía Futura foresight cycles.

2. How to Read This Section

This section is organized into seven template families:

  1. Governance Templates
  2. Legal Templates
  3. Program Delivery Templates
  4. Evidence Templates
  5. Foresight Templates
  6. Funding & Investment Templates
  7. Operational Templates

For each template type, we include:

  • Purpose
  • Components
  • Use Cases
  • Versioning Guidance
  • Alignment to VIF Sections
  • Owner (NSC, TOU, IC)

These templates support:

  • Section 03 - System Architecture
  • Section 04 - Operating Model
  • Section 05 - Funding Model
  • Section 07 - KPIs & Scorecard
  • Section 09 - Governance & Legal
  • Section 11 - References
  • Section 12 - Licensing

3. Templates Architecture Diagram

Templates Architecture Flow
flowchart TD
    A(Governance Templates) --> B(Legal Templates)
    B --> C(Program Delivery Templates)
    C --> D(Evidence Templates)
    D --> E(Foresight Tools)
    E --> F(Funding & Investment Templates)
    F --> G(Operational Templates)

This architecture ensures standardization across the entire national network.

4. Template Ownership & Versioning

4.1 Ownership Model​

Template FamilyOwner
Governance TemplatesNSC
Legal TemplatesNSC + TOU
Program Delivery TemplatesTOU
Evidence TemplatesTOU
Foresight TemplatesNSC + Vigía Futura
Funding TemplatesIC + TOU
Operational TemplatesTOU

4.2 Versioning Rules​

  • Only the owner may issue new versions.
  • Changes require review approval by relevant governance bodies.
  • All nodes must use the latest approved version.
  • Deprecated versions must be archived.
  • Version history must be traceable via digital platform logs.

5. Governance Templates

5.1 NSC Charter Template​

Purpose: Define NSC structure, responsibilities, decision rights.
Components: Mandate, membership, voting rules, conflict-of-interest rules.
Use Case: National governance setup.

5.2 TOU Operating Manual​

Purpose: Provide operational rules for implementation.
Components: Processes, compliance rules, digital system protocols.
Use Case: All TOU daily operations.

5.3 IC Governance Policy​

Purpose: Define investment decision rules.
Components: Approval criteria, evidence requirements, quorum rules.
Use Case: Investment review cycles.

6. Legal Templates

6.1 Memorandum of Understanding (MoU)​

Purpose, scope, partner obligations.

6.2 Accreditation Agreement​

Node rights, responsibilities, compliance duties.

6.3 Data Sharing Agreement​

Roles, permissions, limitations, privacy rules.

6.4 Investment Agreements​

SAFE, grants, co-investment, reimbursable advance models (adapted nationally).

7. Program Delivery Templates

7.1 Standardized Module Templates​

Aligned to Section 04 modules.

7.2 Coaching & Mentoring Protocols​

Rules, responsibilities, KPI alignment.

7.3 Program Completion Certificate​

Standardized reporting.

8. Evidence Templates

Evidence templates are directly based on MCF 2.1.

8.1 Evidence Submission Template​

Customer analysis, problem definition, validation evidence.

8.2 Experiment Log Template​

Hypothesis → Method → Result → Insight → Decision.

8.3 Evidence Audit Checklist​

Used by TOU.

9. Foresight Templates (Vigía Futura)

9.1 Horizon Scan Template​

Signals, trends, weak signals.

9.2 Sector Prioritization Template​

Used by NSC + Vigía Futura.

9.3 Futures Wheel Template​

Structured exploration of impact pathways.

10. Funding & Investment Templates

10.1 Investment Memo Template​

Required for IC review.

10.2 Tranche Release Checklist​

Compliance rules.

10.3 Investment Renewal Template​

Progress, evidence, readiness.

11. Operational Templates

11.1 Reporting Calendar Template​

Monthly / quarterly / annual requirements.

11.2 KPI Submission Template​

Aligned with Section 07.

11.3 Node Self-Assessment Template​

IMM-P® alignment.

12. Localization Guidance

Templates must be adapted at national level:

  • incorporate national legal terminology,
  • align with procurement and contracting law,
  • adapt for linguistic contexts,
  • align with public–private collaboration norms,
  • respect national data protection regulations.

Localization must not alter:

  • evidence integrity rules,
  • maturity alignment rules,
  • governance decision rights,
  • investment approval standards.

13. Alignment to KPIs & MEL

Each template contributes to one or more KPIs defined in Section 07.

Examples:

  • Evidence templates → evidence compliance
  • Investment templates → tranche turnaround
  • Governance templates → maturity progression
  • Foresight templates → sector alignment indicators

14. Reference Snapshot

Primary Doulab frameworks:

External influences (non-primary):

  • OECD Public Governance Principles
  • OECD Strategic Foresight Toolkit
  • World Bank GovTech Maturity Index
  • WIPO Global Innovation Index

Full bibliography available in 11-references.md.

15. Licensing

Vigia Incubation Framework © 2025 by Luis A. Santiago is licensed under CC BY-NC-ND 4.0 CC BY NC ND See: LICENSE.md

MicroCanvas®, IMM-P® and VIF are proprietary methodologies of Doulab.