eTracker TM & eTracker Tools TM Overview Training for Green Belts

1. eTrackerTM & eTracker ToolsTMOverview Training for Green Belts

2. Learning Objectives • To understand how ITT utilizes eTrackerTM and eTracker ToolsTM • Learn the basics of eTrackerTM and eTracker ToolsTM • Define roles in the eTrackerTM functionality • Define the Project Definition Form (PDF) • Learn basics on how to use eTrackerTM to document the PDF • Build on the Project Definition with Project Management detail in eTrackerTMthrough theuse of eTracker ToolsTM • Learn how to document project results • Communicate where to go for help

3. Functions / Benefits Of eTrackerTM eTrackerTM is a reporting tool, knowledge sharing tool and project management tool that provides the following key features: • Documents project definition, scope, and goals • Helps us make sure the appropriate improvement efforts are taking place and that proper priorities are being given • Gives us current information about resources and enables intelligent decisions about resource allocation and needs • Summarizes current important project issues and keeps them on the forefront until they are resolved • Allows us to track current projects in detail, including realized financial benefits from at all levels (project, site, value center, management company and corporate) • Gives us a forum for documenting lessons we have learned during our improvement efforts • Provides some basic project management tools

4. eTrackerTM: What can it do? • Capture Potential Project Ideas into a queue for project selection • Document Project Definition in creation of Business Case • Use of centralized, web-based database to capture all project information • Track multiple Active projects in one place • Provide robust management reports to track program results status and progress

5. PDFs eTrackerTM: How does it work? Website export PDF (green belt information) (view only) Champion import PDF (champion information) Create new or edit PDF on web eTrackerTM Web Based Tool PDF (green belt information) PDF (champion information) Common point where Champion and Green Belt project information are joined (view only) (enter/edit locally) Green Belt PC eTracker Tools (excel based tool)

6. eTrackerTM Roles & PDF Elements eTrackerTM • Project status • General Information • Project Goals • Projected Benefits • Resource Requirements • Background • Risks and Accelerations • File Attachments • Project Gates • Project Plan • Major Risks / Issues • Realization Tracking • Project Closeout • File Attachments • Developed by the Champion • Refined by Black Belt or Green Belt with the Champion eTracker ToolsTM • Developed and refined by Black Belts and Green Belts

7. Project Information Entry ElementsBy Role In the eTrackerTM Web View Top row elements are Champion entered through eTracker on web site. Bottom row elements are Project Leader entered. (Green Belt) through eTracker Tools. Both Champion and Project Leader / Green Belt can add attachments.

8. Completing a Project Definition FormIn eTrackerTM Champion entry • ITT co-worker logs on to eTrackerTM as a Champion • Clicks on “Create a Project” • Enters the General Information • Enters each of the Project Definition “Champion assigned” sections • Log off

9. Finding the website • eTrackerTM must be viewed using Microsoft Internet Explorer 5.0+ • http://10.9.60.229/eTracker/eTracker.asp • You may want to create an Internet Explorer “favorite” to easily go to the site in the future OR • Go to the ITT Industries intranet site and click on “VBSS” then “eTrackerTM”. • The link to VBSS and/or eTrackerTM may also be resident on your local site. Check with your local Champion or IT department to verify this path.

10. eTrackerTM Login Page To provide a level of uniqueness and consistency, usernames are assigned in accordance with ITT web email addressing logic. This is accomplished by assigning the eTracker username as all characters left of the “@” symbol in an employees email address. There is no character limitation when assigning usernames. Passwords must be at least 3 characters in length. Consult with your Champion to find out how to obtain a user name.

11. eTrackerTM Home Page active links

12. MyTracker Page A “World on a Page” view of all of your projects Released projects Queued projects Released = Active, Tracking, Complete Queued = Active Assessment, Hold Assessment, Ready for Launch, Rejected

13. Project Definition Form Purpose • Summarizes project idea for prioritization and selection • Defines project scope and requirements • Establishes project plan and milestones • Details financial benefit projections • Documents project - approach, lessons learned, etc.

14. Project Definition Form - Print Friendly View Snap Shot

15. Active Assessment Project Status Champion entry • This section displays: • The project status • Hold Assessment • Active Assessment • Ready For Launch • Ready for Launch • Active • Tracking • Complete • Rejected • Comments regarding project status • e.g., project is on-hold; projected start date 5/02 • Start and End Date for the active project For Green Belt projects: > Entering of Status is required. > Entering Comments is optional. > Start & End dates are required.

16. General Information Champion entry For Green Belt projects: > Entering of all General Information is required • % of Project Leader Time • Process Type • Lean Production, Leadership, Product Development, EBIZIT, Sales & Marketing, Six Sigma Tools, Value Based Management, Other • Process Owner (name) • Champion (name) • Black Belt / Leader (name) • Risk • Low, Low to Medium, Medium, Medium to High, High • Project Name • Project Definition • Why should we do this? What is wrong or not working? What is the problem? What “pain” are we experiencing? • Management Company • Fluids, Defense, Cannon Connectors & Switches, Motion & Flow Control, ITT Headquarters • Value Center (lists associates with selected MC) • Location (lists associates with selected VC) • Project Lead • Black Belt • Non-Black Belt • Training

17. Project Goals Champion entry For Green Belt projects: > Entering Goals is optional. • What are our improvement objectives and targets? • What specific parameters will be measured? • What are our tangible results deliverables?

18. Planned Benefits Champion entry • This section contains: • Project benefit assumptions • Other benefits (additional benefits that are difficult to quantify, a.k.a. soft benefits) • Projected financial benefits and projected benefit ramp start & end and benefit end For Green Belt projects: > Entering Assumptions is required. > Entering Other Benefits is optional. > Entering of Projected Benefits & ramp dates is required.

19. Resource Requirements Champion entry For Green Belt projects: > Entering of Team Members is optional. > Entering Capital $$$ is required if applicable. • This section contains: • Project Costs • Resource requirements • Skill Set requirements • Assignment dates • Percent of time required

20. Background Champion entry • Included in Scope - What are the boundaries for the project? What processes are we addressing? What are the starting and ending steps of the process? • Excluded from Scope - What is outside of the team’s boundaries? • Success Metric: Key Process Output Variables • Output - What is the tangible output of the project? • Approach - What are the high level activities for the project? For Green Belt projects: > Entering of Background is optional.

21. Risks and Accelerations Champion entry • This section contains: • Identified risks associated with the project - factors that could negatively impact achievement of planned benefits and/or slippage of schedule • Opportunities to Accelerate Results - factors that could enable the early completion of the project • e.g., identification of specific tools, resources, events For Green Belt projects: > Entering of Risks & Accelerations is optional.

22. File Attachments Champion and Project Leader entry • This section enables the storage of key project documentation and is categorized for easier retrieval • Planning (e.g., Gate review or other presentation documents) • Financial (e.g., detail build-up of projected benefit calculation) • Background / Case History - (e.g., Champion assessment information) • Other

23. eTrackerTM Help • eTrackerTM Help Page • eTrackerTM Help • eTracker ToolsTM Help • eTrackerTM and eTracker ToolsTM Tutorials • Support • Contact your local IS Help Desk, they will determine the right person to support your needs

24. eTrackerTM Roles & PDF Elements eTrackerTM • Project status • General Information • Project Goals • Projected Benefits • Resource Requirements • Background • Risks and Accelerations • File Attachments • Project Gates • Project Plan • Major Risks / Issues • Realization Tracking • Project Closeout • File Attachments • Developed by the Champion • Refined by Green Belts with the Champion eTracker ToolsTM • Developed and refined by Green Belts

25. How does a Green Belt use eTrackerTM to develop and update the PDF? • Where to find the eTrackerTM website … • http://10.9.60.229/eTracker/eTracker.asp • The Green Belt’s interaction with eTrackerTM is accomplished via the project management tools, eTracker ToolsTM, on his/her computer • The project management tools are linked to the web-based eTrackerTM so that the information in each place remains synchronized • The Project Definition Form is the link • Champions create the Project Definition Form and assign to a Green Belt on the web site • Green Belts need to download latest version of eTracker ToolsTM from the eTrackerTM Help menu on the web-site to get started • Once loaded, the Green Belt can launch eTracker ToolsTM from the start programs menu • Green Belts import the Project Definition Form to their computer, maintain it on their computer, and then send updates to the web site

26. eTracker ToolsTM This tab contains the information that enables you to link to web based eTrackerTM Set Up page If you resave this .xlt file with the new set up information You will not need to re-enter it for each project. Click on the Change Set Up button

27. How to import the Project Definition Form (PDF) from the eTrackerTM web-site • Click “Change Set Up” button • Enter appropriate information in dialogue box and click “OK” • Server Address = 10.9.60.229 • dB Name = Tracker • UserID = Your eTracker user name as assigned by your Champion or eTracker administrator • Password = Enter your password Note: Your UserID and Password in eTracker Tools must exactly match your profile on the eTracker web • Click “Project Definition” tab • Click “Import” button • Click “Connect” button (ensure User ID and Password are correct) • Select project to import and click “Import Data” • note: only Active projects will be listed

28. eTracker ToolsTM As information on this form is updated, it can be exported to the eTracker web site to keep the web site up to date All of the most vital project information is contained on this form Notice that most of the information on this form comes either from the web site or other worksheets being maintained by the Green Belt or Black Belt in this file

29. eTracker Tools Data from the PDF entered by the Project Champion Data entered by the Project Leader in eTracker Tools worksheets (not editable on the worksheet being viewed) Data entered directly on the PDF by Project Leader in eTracker Tools

30. Realization TrackingUse of Realization tab in eTracker ToolsTM is REQUIRED for Green Belts Completion of realization schedule is required for all Green Belt projects. All realization schedules should be configured / initialized for a 36 month realization horizon. Consult the VBSS Financial Guidelines or your Champion for detailed financial tracking requirements.

31. Project PlanUse of Project Plan tab in eTracker ToolsTMis OPTIONAL for Green Belts

32. Action LogUse of Action Log tab in eTracker ToolsTMis OPTIONAL for Green Belts Tool used for capturing and tracking project or team member action items

33. Status of PlanUse of Stat Plan tab in eTracker ToolsTMis OPTIONAL for Green Belts Click the “Update PDF Issues” button when complete • Define a Issue, Risk, or Recommendation • as Red, Yellow, or Green • complete the detail information

34. Quad ChartUse of Quad Chart in eTracker ToolsTMis OPTIONAL for Green Belts Click the PowerPoint icon to launch a blank quad chart

35. Learning Cycle ChecksGreen Belts will learn more about Learning Cycle Checks in Team Effectiveness Training The Learning Cycle Checklist tab is for your reference.

36. Meeting MinutesUse of Meeting Minutes in eTracker ToolsTMis OPTIONAL for Green Belts Click the Word icon to launch a blank quad chart

37. Lessons Learned & Overall ImpactUse of Lessons Learned & Overall Impact tab in eTracker ToolsTM is OPTIONAL for Green Belts Lessons Learned & Overall Impact are entered on the Project Definition tab

38. Export information back to the website

39. Finding your entries on the website • eTrackerTM must be viewed using Microsoft Internet Explorer 5.0+ • http://10.9.60.229/eTracker/eTracker.asp • You may want to create an Internet Explorer “favorite” to easily go to the site in the future OR • Go to the ITT Industries intranet site and click on “VBSS” then “eTrackerTM”. • The link to VBSS and/or eTrackerTM may also be resident on your local site. Check with your local Champion or IT department to verify this path.

40. eTrackerTM Login Page

41. eTrackerTM Home Page active links

42. MyTracker Page Active projects Inactive projects A “World on a Page” view of all of your projects

43. Project Definition Active Links

44. Roles In the eTrackerTM Web View Bottom row elements are Project Leader entered. (Green Belt or Black Belt) through eTracker Tools.

45. Project Gate Schedule Project Leader entry • This section lists the major gates for the project • Define • Measure • Analyze • Improve • Control • Validate

46. Project Plan Project Leader entry • This section lists major project milestones and their associated due dates • How are we going to get this done? • When are we going to complete the work? • What are the key decision points?

47. Major Risks & Issues Project Leader entry • This section lists critical issues/risks to successful project execution • Recommended Action and Need Help are critical to obtaining required assistance in resolving these issues

48. Project Closeout Project Leader entry • This section contains: • Lessons learned from the project • e.g., when planning “X”, ensure that “Y” occurs first • Overall impact - an executive summary of the final results of the project, including recommendation for repeating the project at other locations

49. Takeaways • Champions • Project Definition Form (PDF) creation and editing • view project management info • view all reports and projects in Division • Project Leader (Black Belt or Green Belt) • eTracker ToolsTM software on computer • controls project management data via eTracker ToolsTM and updates web database (Project Plan, Risks/Issues, Lessons Learned, & Overall Impact) • Realization is required. All other fields are optional. • view all reports and projects • Management • view access to all PDFs and reports • Project Owners and Team Members • view access to PDFs where named (MyTracker screen)

50. Other Key Takeaways / Mental Gym • Who enters a new project? • Champion or Champion designee • How many months should realization schedules last ? • 36 months • Who do I call if I need help? • First line of support is your local IT help desk. • Can the Project Plan be updated directly on the eTracker website? • No. If used by a Green Belt the Project Plan, Issues and Gates must be edited in eTracker Tools then exported to the web site • What is eTracker Tools? • The project management tool that resides locally on the Green Belt or Black Belts computer and updates the web site through exports. • Do you have to be connected to the ITT eTracker server (remotely or via the LAN) to Import/Export project information using eTracker Tools? • Yes.