IT Innovation Management Office
Program Status Report
-Q1 2008-
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
–
People:
Planning Phase
–
•
•
•
•
•
•
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)
•
Define and document:
Processes:
–
–
–
–
–
–
–
–
–
–
–
2
Ver 02122008
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
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
3
Ver 02122008
IT IMO Overall Formation Status
IT Innovation Management Office
Foundation Project
Earned Value
T otal Project View
Planned Deliverables
Actual Deliverables
300
250
200
150
100
50
6/3/2008
5/20/2008
5/6/2008
4/22/2008
4/8/2008
3/25/2008
3/11/2008
2/26/2008
2/12/2008
1/29/2008
1/15/2008
1/1/2008
12/18/2007
12/4/2007
11/20/2007
11/6/2007
10/23/2007
10/9/2007
0
9/25/2007
Planned vs. Completed
Project Hours
As of: 02/04/2008
Earned Value - based on completion of deliverables
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
4
Ver 02122008
Key IT IMO Responsibilities Identified…
5
Ver 02122008
Key Innovation Processes Defined…
Innovation Management Process:
Engagement
x
x
People
Step 1: Listening &
Strategy Session
x
Step 2: Climate
Survey & Analysis
x
Step 3: Current Status
Review & Change
Recommendations
x
Step 4: Identify &
Secure Resources
Step 5: Create Org.
Diagram & Charter
Step 6: Create RACI
Chart
Process (Phase I)
Process (Phase II)
Execution
x
Step 7: Idea Capture
Process & Tech.
x
Step 10: Idea
Filtering & Selection
Step 13: Implementation
Plan
x
Step 8: Idea Flow
Process & Tech.
x
Step 11: Metric
Establishment
Step 14: Innovation
Portfolio Design &
Alignment
x
Step 9: CPS Training
Process & Tech.
x
Step 12: Documentation,
Reporting &
Communication
Step 15: Strategy
Alignment Analysis
Key Document Deliverables
• IMP Strategy &
Alignment Roadmap
• Creativity / Innovation
Culture Survey
• Creativity / Innovation
Survey Analysis &
Report
• Senior Leadership
Commitment Contract
6
Ver 02122008
• 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 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
Key Innovation Processes Defined…
Idea Management Process:
Problem ID
Incubation
Generation
Step 1: Symptoms &
Attributes Analysis
Step 4: Environment
Analysis
Step 7: IdeaGen
Technique #1
Step 2: Root Cause
Analysis
Step 3: Cause &
Effect Analysis
Step 5: Subconscious
Assignment Exercise
Step 6: Mind Mapping
Implementation
Feedback
Step 13: Metric
Establishment
Step 8: IdeaGen
Technique #2
Step 10: Idea
Champion
Assignments
Step 11: Business
Case & Charter
Step 14: Recognition &
Reward Establishment
Step 9: IdeaGen
Technique #3
Step 12:
Implementation Plan
Step 15: Strategy
Alignment Analysis
This is an iterative process, but is shown here in a linear format to illustrate the necessary steps
Key Document Deliverables
• Symptoms & Attributes
Analysis List
• 5 Why’s Ladder Chart
• Ishikawa (Fishbone)
Diagram
7
Ver 02122008
• 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 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
Key Innovation Processes Defined…
Idea Capture & Filtering System
•
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 Input
Idea Filter Stage 1
Idea Filter Stage 2
IT Innovation
Management
Office E-Mail Box
New
Business
Development
Team
Survey Solutions
Automated Idea
Submission
System
CI Team
Idea Submission
Paper Form
IT Innovation
Management
Office
Idea Intake
Review &
Categorization
Rapid
Prototyping &
Piloting Team
IMMEDIATE
HAND-OFF
Other Non-IT
Team
Idea Approved
for Review?
YES
NO
Idea Rejected
Feedback to Idea
Generator
Idea Review Board
Approval to
Build Business
Case?
NO
Idea Rejected
Feedback to Idea
Generator
8
Ver 02122008
YES
Proceed To Idea HandOff / Implementation
Process
Key Innovation Processes Defined…
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
Problem
Identification
IT
Continuous
Improvement
IT Continuous Improvement Development
Process
Corporate
Continuous
Improvement
Corporate Continuous Improvement Development
Process
New
Business
Development
Team
New Business Development Idea Management
Process
Hand-Off?
Incubation
Idea Generation
Hand-Off?
Idea Filtering
and Staging
Business Case &
Implementation
Plan
Development
IT Technical Team
(IT Portfolio Council)
Business Analyst Team
(IT Portfolio Council or
EPMO/PAC)
IT Technical Team
(EPMO/PAC)
IT Business Solution
Partner
(IT Portfolio Council or
EPMO/PAC)
Hand-Off
Feedback &
Review
9
Ver 02122008
Rapid Prototyping & Piloting Team
•
Key Innovation Processes Defined…
•
Reward & Recognition Process
–
Recognition:
•
•
•
•
–
•
•
•
Ver 02122008
–
Picnics, Division Meetings, IT Leaders Meetings, IT SLT Meetings
–
–
–
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
–
–
–
E-mail
IT Connection
Corporate Daily Intranet
Certificates
Thank You’s
Announcements
Rewards:
•
10
Parties & Celebrations
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
–
–
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
–
Annual CIO Leadership In Innovation Award
Silver Level: Rewards that are based on ideas targeted to resolve specified business problems
Gold Level: Rewards that are based on ideas selected for prototyping or piloting
»
»
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
Key Innovation Metrics Defined…
•
Preliminary 2008 IT IMO Target Metrics:
–
Number of ideas submitted
•
•
–
–
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
–
11
Actual number of employees and managers attending training classes (roll call method) vs. total number of IT employees and managers
Idea campaigns launched
•
•
–
Threshold = 10%; Target = 25%; Stretch = 50%
Data collection method
–
•
•
–
Actual number of ideas submitted into automated idea management system
Percentage of IT employees and managers completing innovation & creativity training
•
•
–
Threshold = 500; Target = 1000; Stretch = 2000
Data collection method
Ver 02122008
Communication and launch of reward/recognition system followed by first actual usage of system
2008 Innovation Management Roadmap
12
Ver 02122008
IT Innovation Management Office
- Q1/Q2 2008 Task List •
•
•
•
•
•
•
•
•
•
•
•
•
•
•
13
Processes:
–
–
Define and document Idea Management Technology/Delivery Solution
Define and document Idea Campaign Strategy process
–
–
–
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
–
–
–
Define and document communication needs and activities
Define and document communication delivery methodology
Assemble IMP communication activity plan documentation
Culture Change/Transformation:
Communication Management:
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?
Ver 02122008