INNOVATION PROJECT PORTAL EXAMPLES AND CONSIDERATIONS What is

INNOVATION PROJECT PORTAL EXAMPLES AND CONSIDERATIONS

What is the Innovation Project Portal ? The Project Portal is a centralized listing of initiatives and projects across Spigit. The portal enables the management of innovation queues while providing transparency across the company. EXAMPLE IDEA LIFECYCLE Ideate and collaborate Evaluate and prioritize Selection CHALLENGES AND IDEATION EFFORTS Develop and test Pilot and launch INNOVATION PROJECT PORTAL

Example Innovation Project Portal process* Stage Assign Project Owner ü Activities ü ü Selected ideas from ideation efforts are created as projects in the Innovation Project Portal by an Administrator. An administrator assigns a Project Owner using the Project Manager feature. An administrator completes the Project Owner Assignment Form task. Concept Validation Test Assumptions ü The Concept Validation Form is assigned to the Project Manager and due in 10 days. ü The Concept Development Form is assigned to the Project Manager and due in 10 days. ü The Po. C Planning Form is assigned to the Program Manager and due in 10 days. ü The Po. C Evaluation Form is assigned to the Project Manager and due in 10 days. ü Once the task is completed, the idea advances. ü The Po. C Resourcing Form is assigned to the Project Manager and due in 10 days. ü The Approval for Pilot form is assigned to the Project Manager and due in 10 days. Spigit Administrator advances the idea concept using an approval task. ü Build ü Test Spigit Administrator advances the idea concept using an approval task. *This is an example process and does not reflect actual template configurations. Pilot ü The Pilot Executive Presentation Approval is assigned to the Program Manager and due in 10 days. ü Spigit Administrator advances the idea to Launch or Parking Lot.

Configuration Considerations ONE Update the Title, Description, url, Phase timing and Image using the “Edit Challenge” configuration. TWO Update the administrator role for the challenge, responsible for assigning project managers. THREE FOUR FIVE SIX SEVEN Update the Stage Names and remove unneeded stages using the “Project Settings” configuration. Update the “Evaluation Forms” using the Evaluation Templates configuration. Add tasks to be completed, for each stage, using the Graduation Workflow configuration. Update the post project form, using the Project Template Editor. Update email templates as desired.

APPENDIX: PRE-CONFIGURED EVALUATION FORMS FOR CONSIDERATION

Project Owner Assignment Form Field Name Required Field Type Choices Confirm a Project Manager has been assigned to this idea. Yes Radio Button Confirmed

Concept Validation Form (page 1 of 2) Field Name Required Field Type Choices Strategic Impact Yes Single Selection Creates new strategic market and/or new strategic customer segment. Fills gap in existing strategic market/strategic customer segment Neither of these apply Revenue Generation Yes Single Selection Less than $50, 000 Between $50, 000 - $500, 000 More than $500, 000 Cost Savings Yes Single Selection Less than $50, 000 Between $50, 000 - $500, 000 More than $500, 000 Implementation cost Yes Single Selection Less than $50, 000 Between $50, 000 - $500, 000 More than $500, 000 Ongoing operational cost Yes Single Selection Less than $50, 000 Between $50, 000 - $500, 000 More than $500, 000 Requires internal or external training Yes Single Selection Yes No

Concept Validation Form (page 2 of 2) Field Name Required Field Type Choices Functional areas impacted Yes Single Selection Customer Experience Continuous Improvement Research & Development New Product Human Resources Risks associated with implementing this concept Yes Large Text Box Less than $50, 000 Between $50, 000 - $500, 000 More than $500, 000 Risks associated with NOT implementing this concept No Large Text Box Less than $50, 000 Between $50, 000 - $500, 000 More than $500, 000

Concept Development Form (page 1 of 2) Field Name Required Field Type Choices Do alternatives or similar elements exist, inside and/or outside of the organisation? Yes Single Selection Yes No What alternatives or similar elements were found? (If none, please enter N/A. ) Yes Large Text Box Do you have broad feedback from extreme users of the idea, including internal (e. g. cross functional) as well as relevant customer or external stakeholder feedback? Yes Single Selection Summarize feedback from extreme users and internal / external stakeholders. (If none, please enter N/A. ) Yes Large Text Box What are the key assumptions for this idea, including any constraints or limitations? Yes Large Text Box What Experiments did you do to confirm these assumptions? Yes Large Text Box What changes or pivots did you make to the initial idea from lessons learned from your experiments? Yes Large Text Box Yes No

Concept Development Form (page 2 of 2) Field Name Required Field Type What is the success criteria for the Pilot step? (If there will not be a Pilot step provide a short explanation why. ) Yes Large Text Box What are the resources (people, materials, timing, etc. ) needed to complete the Pilot step? Yes Large Text Box Choices

Proof of Concept Planning Form Field Name Required Field Type Key Deliverables - Must be rank ordered Yes Large Text Box Key Deliverables - Grouped by critical, major and minor (no more than 2 in critical) Yes Large Text Box Key Deliverables - Initial key deliverables and changes must be signed off by sponsor Yes Large Text Box Key Deliverables - End user/stakeholder evidence that key deliverables are appropriate Yes Large Text Box Evaluate commercially available or in-house solutions through competitive matrix Yes Large Text Box Development milestones - What assumptions did you make to determine these milestones are realistic and achievable? Yes Large Text Box Development milestones - Provide clear evidence that these assumptions have been tested. Yes Large Text Box Choices

Proof of Concept Resourcing Form Field Name Required Field Type POC Resources Yes Large Text Box Choices

Proof of Concept Evaluation Form Field Name Required Field Type Choices Has the solution demonstrated the expected benefits to the user / customer? Yes Single Selection Yes No How long did the Pilot take to execute in months? Yes Large Text Box

Pilot Executive Presentation Approval Field Name Required Field Type Choices Is this idea approved to present to Executive Leadership? No Radio Button Yes No Additional Notes No Large Text Box

Approval for Pilot Field Name Required Field Type Choices Do you approve for Pilot? Yes Radio Button Yes No Additional Notes No Large Text Box

Lessons Learned Feedback Form Field Name Required Field Type What are the KEY comments and recommendations that could be valuable for future projects. No Large Text Box Classify the lessons learned by category No Multiple Selection From the Identify section, which (if any) comments and recommendations, would you like to share in more detail? No Large Text Box Are any of the learnings documented here for application outside of this project team? Yes Radio Button Which lessons learned should be applied more broadly in the organization? No Large Text Box Choices Project Management Resources Technical Communication Business Processes Requirements Design & Build Testing Implementation External Areas Yes No

Project Status Update Field Name Required Field Type Please provide an update on the status of this project. Yes Large Text Box Choices

APPENDIX: EXAMPLE REPORTS AND DASHBOARDS