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
nn
ed
vs
. C
om
ple
ted
Pro
jec
t H
ou
rs
Planned Deliverables
Actual Deliverables
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
toty
pin
g &
Pilo
ting
Te
am
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
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