Ver 02122008

IT Innovation Management Office

Program Status Report-Q1 2008-

2 Ver 02122008

Q4 2007 Accomplishments

• Initiating Phase– Confirm executive vision and commitment– Document Innovation Management Program (IMP) goals, requirements & success

criteria– Draft IT Innovation Management Office Guide Template

• Planning Phase– People:

• Create Innovation Champion role and assign resource• Create IMP Strategic Leadership Team and assign resources• Seek out other IMP-like groups in organization and request partnership• Create Idea Review Board and assign resources• Create Idea Hub resource classification and assign resources• Create IMP Organizational Chart (Network = yes; Hierarchical = no)

– Processes:• Define and document:

– Creativity/Innovation Concepts "Basic Training“ curriculum– Creativity/Innovation Concepts "Advanced Training“ curriculum– Idea Champion/Idea Review Board Training curriculum– Idea Generation Facilitator Training curriculum– Metrics and Success/Failure Threshold criteria– Required Templates, Forms and Program Document Repository– Idea Submission/Capture process– Idea Generator Feedback/Communication process– Idea Filtering/Assessment process– Idea Reward/Recognition process– Innovation Management Program Communication/Reporting process

3 Ver 02122008

IT IMO Projects to Date

• IT Operations– Current:

• Voice of the Employee and structured idea generation on improving WFE scores and addressing ITOps WFE scoring anomalies

– Past:• Manager Training on Organizational Creativity and Innovation• Root Cause Analysis Training for Critical Situation Managers

• IT Operations and Corporate Real Estate– Current:

• Streamline MAC (Moves, Adds & Changes) Process• IT Shared Services

– Past:• Basic Training on Organizational Creativity and Innovation• Consultation and Design for ITSS Idea Management Pilot Program• PMTP Training Program

• Payment Services:– Past:

• Basic Training on Organizational Creativity and Innovation

4 Ver 02122008

IT IMO Overall Formation Status

Project to plan, design, build and deploy the IT Innovation Management Office (IT IMO) is on-track, slightly ahead of schedule.** NOTE = The project has been re-baselined to deliberately slow down implementation to avoid conflicts with other IT initiatives

IT Innovation Management Office

Foundation ProjectEarned Value

Total Project View

As of: 02/04/2008

0

50

100

150

200

250

300

9/2

5/2

007

10/9

/2007

10/2

3/2

007

11/6

/2007

11/2

0/2

007

12/4

/2007

12/1

8/2

007

1/1

/2008

1/1

5/2

008

1/2

9/2

008

2/1

2/2

008

2/2

6/2

008

3/1

1/2

008

3/2

5/2

008

4/8

/2008

4/2

2/2

008

5/6

/2008

5/2

0/2

008

6/3

/2008

Earned Value - based on completion of deliverables

Pla

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vs

. C

om

ple

ted

Pro

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Planned Deliverables

Actual Deliverables

5 Ver 02122008

Key IT IMO Responsibilities Identified…

6 Ver 02122008

Key Innovation Processes Defined…

Innovation Management Process:EngagementEngagement

Step 1: Listening & Strategy Session

PeoplePeople

Step 4: Identify & Secure Resources

Process (Phase I)Process (Phase I)

Step 7: Idea Capture Process & Tech.

Process (Phase II)Process (Phase II)

Step 10: Idea Filtering & Selection

ExecutionExecution

Step 13: Implementation Plan

Step 2: Climate Survey & Analysis

Step 3: Current Status Review & Change Recommendations

Step 5: Create Org. Diagram & Charter

Step 6: Create RACI Chart

Step 8: Idea Flow Process & Tech.

Step 9: CPS Training Process & Tech.

Step 11: Metric Establishment

Step 12: Documentation, Reporting & Communication

Step 14: Innovation Portfolio Design & Alignment

Step 15: Strategy Alignment Analysis

• IMP Strategy & Alignment Roadmap• Creativity / Innovation Culture Survey• Creativity / Innovation Survey Analysis & Report• Senior Leadership Commitment Contract

• IMP Strategy & Alignment Roadmap• Creativity / Innovation Culture Survey• Creativity / Innovation Survey Analysis & Report• Senior Leadership Commitment Contract

• Innovation Champion Roster• Innovation Facilitator Roster• Innovation Review Board Roster• Innovation Management Program Organization Chart• Innovation Management Program RACI Chart

• Innovation Champion Roster• Innovation Facilitator Roster• Innovation Review Board Roster• Innovation Management Program Organization Chart• Innovation Management Program RACI Chart

• Idea Campaign Strategy & Criteria • Idea Solicitation & Capture Process• Idea Flow Process Map• Creativity & Innovation Training Plan• Innovation Culture Change Management Plan

• Idea Campaign Strategy & Criteria • Idea Solicitation & Capture Process• Idea Flow Process Map• Creativity & Innovation Training Plan• Innovation Culture Change Management Plan

• Idea Selection Criteria Chart• Risk Analysis Document• Business Case & Charter Template• Listing of Metrics• Data Collection Process• Innovation Campaign Communications Plan

• Idea Selection Criteria Chart• Risk Analysis Document• Business Case & Charter Template• Listing of Metrics• Data Collection Process• Innovation Campaign Communications Plan

• Implementation Plan• Implementation Schedule• Cash Curve Diagram• Recognition & Reward System• Project Portfolio System• Innovation Strategic Planning Document• Return on Investment Validation Spreadsheet• IMP Pilot Execution

• Implementation Plan• Implementation Schedule• Cash Curve Diagram• Recognition & Reward System• Project Portfolio System• Innovation Strategic Planning Document• Return on Investment Validation Spreadsheet• IMP Pilot Execution

Key Document Deliverables

7 Ver 02122008

Idea Management Process:

Problem IDProblem ID

Step 1: Symptoms & Attributes Analysis

IncubationIncubation

Step 4: Environment Analysis

GenerationGeneration

Step 7: IdeaGen Technique #1

ImplementationImplementation

Step 10: Idea Champion Assignments

FeedbackFeedback

Step 13: Metric Establishment

• Symptoms & Attributes Analysis List• 5 Why’s Ladder Chart• Ishikawa (Fishbone) Diagram

• Symptoms & Attributes Analysis List• 5 Why’s Ladder Chart• Ishikawa (Fishbone) Diagram

• Environment Assessment Document• Subconscious Assignment Problem Trigger• Mind Map

• Environment Assessment Document• Subconscious Assignment Problem Trigger• Mind Map

• Idea Generation Technique Evaluation and Selection Document• Idea Capture Log• Idea Theme Log• Idea Selection Log

• Idea Generation Technique Evaluation and Selection Document• Idea Capture Log• Idea Theme Log• Idea Selection Log

• Idea Champion Roster• Idea Assignment• Risk Analysis Document• Business Case & Charter• Cash Curve Diagram• Implementation Plan• Implementation Schedule

• Idea Champion Roster• Idea Assignment• Risk Analysis Document• Business Case & Charter• Cash Curve Diagram• Implementation Plan• Implementation Schedule

• Listing of Metrics• Recognition System• Reward System• Innovation Leadership Organization Chart• Innovation Strategic Planning Document• Return on Investment Validation Spreadsheet

• Listing of Metrics• Recognition System• Reward System• Innovation Leadership Organization Chart• Innovation Strategic Planning Document• Return on Investment Validation Spreadsheet

Step 2: Root Cause Analysis

Step 3: Cause & Effect Analysis

Step 5: Subconscious Assignment Exercise

Step 6: Mind Mapping

Step 8: IdeaGen Technique #2

Step 9: IdeaGen Technique #3

Step 11: Business Case & Charter

Step 12: Implementation Plan

Key Document Deliverables

Step 14: Recognition & Reward Establishment

Step 15: Strategy Alignment Analysis

This is an iterative process, but is shown here in a linear format to illustrate the necessary steps

Key Innovation Processes Defined…

8 Ver 02122008

• Idea Capture and Filtering Process– Idea Capture system

based on Survey Solutions data collection technology

– Capture, Tracking, Filtering etc. system based on message board collaboration technology

Idea Capture & Filtering System

Idea Filter Stage 1 Idea Filter Stage 2Idea Input

IT InnovationManagement

Office E-Mail Box

Survey SolutionsAutomated Idea

SubmissionSystem

Idea SubmissionPaper Form

IT InnovationManagement

OfficeIdea IntakeReview &

Categorization

Idea Approvedfor Review?

Idea Review Board

Approval toBuild Business

Case?

Idea Rejected

NewBusiness

DevelopmentTeam

CI Team

RapidPrototyping &Piloting Team

Other Non-ITTeam

NO

YES

Feedback to IdeaGenerator

Idea Rejected

Feedback to IdeaGenerator

NO

Proceed To Idea Hand-Off / Implementation

ProcessYES

IMMEDIATEHAND-OFF

Key Innovation Processes Defined…

9 Ver 02122008

• Idea Implementation & Hand-Off Process– Process includes hand-off

“stage gates” to IT CI, Corporate CI, Marketing and Products NBD and Fraternal NBD

– Process will integrate with IT project consideration, launch and governance mechanisms already in place

• PAC, IT PMC, ITMod

ProblemIdentification

Incubation

Hand-Off?

Idea Generation

Hand-Off?

ITContinuous

Improvement

CorporateContinuous

Improvement

NewBusiness

DevelopmentTeamIdea Filtering

and Staging

IT Technical Team(IT Portfolio Council)

IT Technical Team(EPMO/PAC)

Business Analyst Team(IT Portfolio Council or

EPMO/PAC)

IT Business SolutionPartner

(IT Portfolio Council orEPMO/PAC)

Business Case &Implementation

PlanDevelopment

Hand-Off

Feedback &Review

IT Continuous Improvement DevelopmentProcess

Corporate Continuous Improvement DevelopmentProcess

New Business Development Idea ManagementProcess

Ra

pid

Pro

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Pilo

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Key Innovation Processes Defined…

10 Ver 02122008

Key Innovation Processes Defined…

• Reward & Recognition Process– Recognition:

• Parties & Celebrations– Picnics, Division Meetings, IT Leaders Meetings, IT SLT Meetings

• Certificates• Thank You’s

– Voicemail thank you’s from CIO & IT SLT– E-mail thank you’s from CIO & IT SLT– Handwritten note thank you’s from CIO & IT SLT

• Announcements– E-mail– IT Connection– Corporate Daily Intranet

– Rewards:• Bronze Level: Rewards that are based on establishing and encouraging culture changing

behavior– Idea Lottery = One lottery ticket per idea submitted– Lottery winners receive non-cash prizes such as PTO day

• Silver Level: Rewards that are based on ideas targeted to resolve specified business problems– Frequent Idea Submitter Points = Points are award for each idea submitted; Additional points can be

accumulated the further the idea moves through the idea funnel– Points collected can be spent on logo products or a catalog of other prizes

• Gold Level: Rewards that are based on ideas selected for prototyping or piloting– Annual CIO Leadership In Innovation Award

» Dinner with CIO & IT Senior Leadership Team» Fixed Cash Reward

• Platinum Level: Rewards that are based on ideas selected for launch and provide a measurable benefit to the organization

– Annual BHAG Contribution Award» Dinner with CEO and Executive Management Team» Fixed Cash Award

11 Ver 02122008

Key Innovation Metrics Defined…

• Preliminary 2008 IT IMO Target Metrics:

– Number of ideas submitted• Threshold = 500; Target = 1000; Stretch = 2000• Data collection method

– Actual number of ideas submitted into automated idea management system

– Percentage of IT employees and managers completing innovation & creativity training

• Threshold = 10%; Target = 25%; Stretch = 50%• Data collection method

– Actual number of employees and managers attending training classes (roll call method) vs. total number of IT employees and managers

– Idea campaigns launched • Threshold = 6; Target = 12; Stretch = 18• Data collection method

– Actual number of formal idea campaigns filed, planned, communicated and launched via IT IMO

– Ratio of implemented ideas to submitted ideas • Threshold = 1:500; Target = 1:250; Stretch = 1:100• Data collection method

– Ratio calculated between “Number of Ideas Submitted” metric and projects started from idea hand-off

– Establishment of innovation-centric reward and recognition system • YES / NO – Target Only Goal• Data collection method

– Communication and launch of reward/recognition system followed by first actual usage of system

12 Ver 02122008

2008 Innovation Management Roadmap

13 Ver 02122008

IT Innovation Management Office- Q1/Q2 2008 Task List -

• Processes:– Define and document Idea Management Technology/Delivery Solution– Define and document Idea Campaign Strategy process

• Culture Change/Transformation:– Confirm executive and all other management level commitment to culture change– Define and document culture change employee activities– Assemble IMP culture change activity plan documentation

• Communication Management:– Define and document communication needs and activities– Define and document communication delivery methodology– Assemble IMP communication activity plan documentation

• Prepare and distribute Creativity/Innovation Culture Assessment Survey• Survey Analysis, Scoring and Report Generation• Deliver survey read-out and recommendations• IMP Strategic Leadership Team Kick-Off Meeting• Idea Review Board Participant Kick-Off Meeting• IMP Idea Hub Participant Kick-Off Meeting• IMP Communication Strategy & Plan Implemented• IMP Culture Change/Transformation Strategy & Plan Implemented• IMP Lunch 'n Learn Sessions conducted• Idea Management Program templates and documents distributed• Innovation Portfolio Management, Design & Integration with PPM/PAC• Projects, Training and other Assistance As Requested

Ver 02122008

QUESTIONS?