Ver IT Innovation Management Office Program Status Report -Q

2Ver Q 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

3Ver 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

4Ver 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

5Ver Key IT IMO Responsibilities Identified…

6Ver Key Innovation Processes Defined… Innovation Management Process: Engagement Step 1: Listening & Strategy Session People Step 4: Identify & Secure Resources Process (Phase I) Step 7: Idea Capture Process & Tech. Process (Phase II) Step 10: Idea Filtering & Selection Execution 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

7Ver Idea Management Process: Problem ID Step 1: Symptoms & Attributes Analysis Incubation Step 4: Environment Analysis Generation Step 7: IdeaGen Technique #1 Implementation Step 10: Idea Champion Assignments Feedback 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…

8Ver 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 Key Innovation Processes Defined…

9Ver 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 Key Innovation Processes Defined…

10Ver Key Innovation Processes Defined… Reward & Recognition Process –Recognition: Parties & Celebrations –Picnics, Division Meetings, IT Leaders Meetings, IT SLT Meetings Certificates Thank You’s –Voic thank you’s from CIO & IT SLT – thank you’s from CIO & IT SLT –Handwritten note thank you’s from CIO & IT SLT Announcements – –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

11Ver 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

12Ver Innovation Management Roadmap

13Ver IT Innovation Management Office - Q1/Q 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 QUESTIONS?