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Maturing Project Delivery (MPD) I N I T I A T I V E

Part I: Monthly Release Process

CITI CARDS DIVISION © Citigroup, Inc. All Rights ReservedThursday, April 20, 2023 2

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NEW Release Process: Individual Project View

Project is Scheduled for Implementation depending on

Size and Complexity

Conceptualization:

•Conceptualization Meetings•Complete TPR•TPR Impact Assessment

SolutionsSponsor

Project 1-N Rank:•Confirmation of Rank

Peer Group Capacity Analysis

Approved for Definition

Sponsor • Peers • CSM • Solutions

Project Definition

• Project Sponsor and Peer Group Drive completion of business requirements.

• Business Peers (include Legal, Risk, Ops, et al ), required to define complete requirements.

Project Delivery (The How) Project Definition (The What)

Co

mp

lete

d D

efin

itio

n D

ocu

men

ts

Project is Scheduled for Implementation depending on Size and Complexity

◄ J

A N

U A

R Y

◄ N

O V

E M

B E

R

◄ O

C T

O B

E R

◄ J

U L

Y

◄ A

P R

I L

◄ J

A N

U A

R Y

◄ S

E P

T E

M B

E R

◄ A

U G

U S

T

◄ J

U N

E

◄ M

A Y

◄ M

A R

C H

MONTHLY QUARTERLY

Minor Monthly Test Region

• Refresh Monthly region with Generic test bed and cases

• No Month End Testing required• 1 SIT and 3 UAT Test Passes

Major Quarterly Test Region

• Test Bed pulled to support projects• Involves Month End/Long term results• Project specific test strategies/cases defined• 3 SIT and 7 UAT test passes

R • E • L • E • A • S • E

Delivery Assessment and Design (DAD)DESIGN ► ESTIMATE ► COMMIT ► SCHEDULE

CST

MQ Q

M M M MQ Q Q

M

QM

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Technology Project Request Flow: Submission to Competition

Yes

Are Resources Available?

No

Approved Project Idea

Project Sponsor

CST/Solutions Engaged TPR Consultation

CST/Solutions

Validates 1-N Rank IT E0 Size

CST/Solutions

Projects ready for requirements identified

List Champion Meeting

Project Definition Documents Created (BRD, TRD, TPR)

Cross Functional Project Definition Team

Project Presented Design Completed

Delivery Assessment& Design Team

Capacity Evaluated and 1-N Rank Confirmed

PMO - Release Planning

Construction CompletedVerification Completed

IT Development &Peer Groups

TPR # Assigned

“*Citi Cards CT Capplan”

▼ STATUS ▼ RECEIVED

Peer Resources assigned to define Requirements & Test Strategy

Peer Group Meeting

Committed for Delivery

Approved for Definition

Approved BusinessDefinition Documents

CAPACITY ALLOCATION

▼ STATUS ▼ COMMITTED

Scheduled for Future Release

▼ STATUS ▼ SCHEDULED

▼ STATUS ▼ APPROVED

▼ STATUS ▼ COMPLETED

Project Implemented

VERIFIEDVERIFIED

CITI CARDS IT © Citigroup, Inc. All Rights Reserved

Maturing Project Delivery (MPD) N E X T S T E P S

Part II: Maintenance and Lite Life Cycle Implementation

Complete and Roll Out Maintenance Handbook

Complete and Roll Out Lite Life Cycle Handbook

Delivery Assessment and Design (DAD)

Part III: Standard Life Cycle

Part IV: Program Life Cycle