Project Evaluation Tool Project Sponsor: Evaluation Start Date: Project Opportunity: CML/IS PM Testing Process Shubha Chakravarthy / Kathy Madison 11/15/07 Project Methodology: BTG Approval Date: Proposed as a Rapid Action (Insert Text)

2 1  What is driving the opportunity for improvement?  What functions, processes, activities or systems are involved?  Describe the opportunity in a summary statement that clearly describes the target for improvement. What is the opportunity for improvement? Testing projects in the Quarterly Releases that have Insurance Services components have consistently posed unique challenges. The testing group within Insurance Services routinely misses the established milestone dates. They are usually in a scramble by the end of testing to complete the test cases, or move test cases to “not testing” or worse case, pull projects from the release. Insurance Services testing usually starts at the point where a new loan is boarded onto the Xybernet platform. Closing a loan in the first week of testing can be a challenge depending on the changes made to the Vision system. Testing various functions within Xybernet requires very specific criteria in the loan as it boards, this causes a huge dependency on the QD group to deliver these accounts. PMO, HTS, Enhancement Services, Ins Services, There is an opportunity to improve communication, set more detailed expectations, and improve the testing process overall. Potentially look for ways to get HTS involved to test some functionality early. There is an opportunity to improve the communication around testing and to improve the utilization of resources from both IS and the PMO. Key metric to improve would be the number of testing milestones achieved during a release, the number of projects tested successfully. Milestones must be agreed to an met within a testing cycle. Resource requirements need to be established prior to the start of testing and balanced to the amount of work available. Financial Benefits – TBD, some considerations below; – Profits lost when a premium based project is pulled. - Opportunity costs when a project is bumped from a release to reintroduce in the next release - Resource costs when Testers sit with nothing to test initially and then are paid overtime at the end to meet deadlines Opportunity CHECKPOINT: Do we have a clear, urgent and important opportunity for improvement?  Project Evaluation Tool TASK 1 Validating the Business Impact, Scope and Resource Availability 2  What is the level of performance today on key goals/metrics related to this opportunity?  What is the performance level required?  How will improvement on these key goals/metrics benefit the organization?  What is the estimated financial benefit? How is the benefit calculated? What is the business case for action? Impact CHECKPOINT: Will everyone understand why we are targeting this opportunity for improvement?  CONTINUE  

3 TEAM LEADER –BTG resource or Key Stakeholder of the activity or process targeted for improvement. –Can commit to a certain percent of the work week to guide team. –Capable of leading weekly meetings, monitoring assignment completion and communicating to the Sponsor. 3  What are the boundaries? (What can be changed? What is off limits?)  What functions, work units and/or individuals need to be involved?  Are there specific tasks to be accomplished? Key work products to be produced?  Are there any special challenges or barriers that will have to be overcome? What is the scope of this project? Scope CHECKPOINT: Is the scope of the project clearly defined and realistic?  Project Evaluation Tool Validating the Business Impact, Scope and Resource Availability 4 Who can best execute this project? CHECKPOINT: Have we identified the best candidates to execute this project?  TEAM SPONSOR –Executive/manager with direct responsibility and authority over area targeted for improvement. –Can support the team with time, access to resources and decisions. –Willing to remove barriers to team success. TEAM MEMBERS –Subject matter experts in activity/process targeted for improvement or represents a key stakeholder group. –Can commit up to a certain percent of the work week to complete project assignments. –Interested in participating on the team and willing to complete assignments. 5 CHECKPOINT: Is the timeframe for launch and completion doable?   Are there any scheduled events that could disrupt the team from completing the project? What is the timeframe for project launch and completion? Timeline Target Launch DateTarget Completion Date TASK 1 (cont’d) Candidate Name:Candidate Names: Resources  In Scope:Out of Scope: Increasing EfficiencyNew FTE Communication Process Project Management Resources IS, ES, PMO, HTS This will require a cross functional team, a cultural change for both business units, and more collaboration between business units to join-up.  Shubha Chakravarthy James Prendergast- BTG Sean Hauser - BTG Sandra Iniguez – PMO Mary Gerred – PMO Michael Gonzales - PMO Shubha Chakravarthy – ES Jodii Zimmerman – ES Dorothy L Murray - IS TBD - HTS  9/21/07 10/31/07