1. Discussion Items with Bruce
December 13, 2011

2. Next items to tackle
Build depth to Product Development Lifecycle. We have defined the framework and many of the tasks. The next step is to gather all of the tools, refine detailed approach, and scale to application.
Build the inventory of “Consistent Disciplines”
Decision making (where, who, how)
Issue Resolution and escalation
Testing
Facilitate Future direction and roadmap and create graphical documentation

3. Operations Product Lifecycle
Concept
Phase
Requirements
Phase
Design
Phase
Development
(Execution)
Phase
Testing
Phase
Implementation
Phase
Post
Sign-off from EMT to proceed
Product Owner sign-off of Business Processes and Requirements
Product Owner sign-off on Design Phase
IT and Product Owner sign-off to proceed to Test Phase
Go/No-Go decision
Back-out or retain production
Development of Business Case and Feasibility Study
Design Project Charter
Complete Accountability Charting
Develop business requirements including functionality, interfaces and reporting
Develop technical requirements
Develop business process documentation
Design detailed Project Plan
Design Interface Criteria Plan
Design Test and Acceptance Criteria
Design Risk Management Matrix
Agree upon Change Management Process
Design Communication and Status Reporting Templates
Develop Resource Plan
Perform Vendor acquisition activities (RFP, Selection, etc.)
Prepare Development Environment
Develop Training Material
Build Deliverables
Perform Issue Resolution
Perform Change Management
Design User Test Scripts
Design Integration Test Scripts
Prepare Test Environment
Perform Unit Testing
Perform Integration Testing
Refine Training Materials
Develop Back-Out Plan
Conduct Training Sessions
Refine Back-Out Plan
Confirm Issue Resolution Process for Production
Perform Data Conversion
Install Production System
Perform Post Mortem Analysis
Status, Communications and Monitoring Processes

4. Facilitated Session Approach4
Define Current State
Roadmap
Define Future State 1 3
SWOT
Drivers
Headwinds
Tailwinds
Areas of Focus
Key Outcomes
Significant Changes
Things we need
Operations (processes)
Financials
Competencies
Technology 2
Foundation
Values
Principles
Purpose

8. 90 Day Transition Plan Customer Expectations
Sept
October
November
December
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Week 7
Week 8
Week 9
Week 10
Week 11
Week 12
Customer Expectations
Develop and document customer experience
Determine service level measurements
Determine immediate and sustainable communication
Develop 1/1 priorities
Execute 1/1 priority plans
Determine quick wins
Assign operations staffing
Redundancy/ Cost Reductions
Operational activity map by product
Analyze map & develop targets and goals
Develop transition plan and timings
Develop & employ measurements to communicate to Business lines
Operations Alignment
Refine & educate competency map
Align Operations Mgrs to each Business Line
Develop common disciplines: Implementation, BA, Proj Mgmt, Reporting, Decision Making
Realign based on Redundancy / Cost Reduction Plan