Pilot Standardized IR Processes at SJVBU CPDEP Roadmap

1. ASU MBA Applied Project IR process implemented January presentation Jan. CPDEP checklist Summary of key decision point Refined Applied Project scope Approved Pilot Location CPDEP roadmap Phase 3 plan July and August presentations Implementation plan IR process design template Change mgmt / accountability plan Project cost estimate/ bus. case Summary of key decision point Sustained change, results (per metrics), lessons learned March CPDEP checklist Summary of key decision pt. Draft IR process design template Draft implementation plan ISC Project systems scope/ budget November CPDEP checklist Applied Project Proposal CPDEP Roadmap, Framing Document Business Case, Phase 2 Plan Pilot Standardized IR Processes at SJVBUCPDEP Roadmap Feb 2003 August 2003 May 2004 May 2003 Dec 2003 March 2004 PHASE 5 OPERATE AND EVALUATE PHASE 2 GENERATE AND SELECT ALTERNATIVE(S) PHASE 3 DEVELOP PREFERRED ALTERNATIVE(S) PHASE 4 EXECUTE PHASE 1 IDENTIFY AND ASSESS OPPORTUNITY New Opportunities Stop, Hold, Recycle Stop, Hold, Recycle Stop, Hold, Recycle Stop, Hold, Recycle Endorser: Helmut Porkert Decision Exec: Jeff St Clair Decision Review Board: Craig Kirkwood Helmut Porkert Tom McGuire Jeff St. Clair Endorser: Helmut Porkert Decision Exec: Jeff St Clair Decision Review Board: Craig Kirkwood Helmut Porkert Tom McGuire Jeff St. Clair Endorser: Helmut Porkert Decision Exec: Jeff St Clair Decision Review Board: Craig Kirkwood Helmut Porkert Tom McGuire Jeff St. Clair Endorsers: Helmut Porkert Decision Executive: Tom Hendrick Decision Review Board: Tom Hendrick Andy P. Paul Massih Mark McDaniel John Gaston DECISION TEAM Endorsers: Helmut Porkert Decision Executive: Tom Hendrick Decision Review Board: Tom Hendrick Andy P. Paul Massih Mark McDaniel John Gaston Approve implementation plan and resources Have implementation goals & metrics been achieved? Are changes sustained by the organization? Agree with frame, scope and path forward Approve Applied Project scope, schedule, and plan for Phase 3 ASU MBA team to support Corporate Initiative: pilot implementation of improved standardized investment recovery or inventory management processes resulting in significant savings, benefits, and lessons learned DRB update and guidance meeting DELIVERABLES AT MAJOR REVIEWS Ken Ettinger Teresa Blackburn Max Bordelon Eric Weinmann Richard Weaver Resources: Corporate Inventory Step Change Team Ken Ettinger Teresa Blackburn Max Bordelon Eric Weinmann Richard Weaver Resources: Corporate Inventory Step Change Team SJVBU I.R. Reps.: Kevin King & Dave Mudge Ken Ettinger Teresa Blackburn Max Bordelon Eric Weinmann Richard Weaver Resources: Corporate Inventory Step Change Team SJVBU I.R. Reps.: Kevin King & Dave Mudge Ken Ettinger Teresa Blackburn Max Bordelon Eric Weinmann Richard Weaver Resources: Corporate Inventory Step Change Team SJVBU I.R. Reps.: Kevin King & Dave Mudge Ken Ettinger Teresa Blackburn Max Bordelon Eric Weinmann Richard Weaver Resources: Corporate Inventory Step change team WORK TEAM & RESOURCES • Prepare and submit Applied Project Proposal • Conduct kick-off meeting to frame opportunity and solicit support • Review corporate project phase 1 DSP • Review preliminary assessment data and results • Identify and engage Decision Executive/Endorsers • Identify and engage DRB Members • Perform initial stakeholder analysis • Identify potential issues and barriers • Prepare for May 2003 Teleconference • Conduct Phase 1 DRB (approval to proceed to Ph 2 on May 22, 2003 via teleconference with DRB) • Evaluate alternatives with intention of implementing a portion of Corp Project at a pilot location • Decide on Applied Project scope • Develop Applied Project schedule • Select pilot location • Review issues/barriers • Evaluate and select Corp Project preferred alternatives to implement for the Applied Project and test with stakeholders (inquiry) • Develop plan for Phase 3 • Prepare for July 2003 Teleconference • Phase 2 DRB (approval to proceed to Ph 3 by DRB on August 14 in Tempe) • Identify and engage Applied Project DRB members • Conduct mid-phase 3 snaking session with new DRB members • Refine Project timeline and roadmap • Refine project cost estimate and business case • Contribute to development of Inventory Step Change Project systems scope and budget • Contribute to preparation of draft and final IR process template • Lead process to get CTNAU and SJV stakeholder input on IR process template • Get SJV stakeholder buy-in on IR process template • Develop a change mgmt / accountability plan • Develop a draft and final implementation plan • Refine savings measurement approach and success metrics • Prepare and submit status checklist for 11/24/03 • Prepare decision support package and conduct Phase 3 DRB • Prepare summary of key decision point • Design and develop supporting materials for implementation (test site: SJV) • Engage SJV stakeholders in executing plans • Communicate metrics to be used to measure success • Provide support to local implementation team • Monitor progress and results • Update plans based on progress and results measures • Finalize operating plan for long-term accountability and sustainability • Prepare for January presentation in Tempe • Prepare January CPDEP status checklist • Prepare decision support package and conduct Phase 4 DRB • Prepare summary of key decision point • Evaluate implementation success • Ensure ongoing accountability and monitoring for sustainability • Summarize final metrics/results • Summarize and turn over findings, lessons learned, and IR process improvement suggestions to the corporate team • Prepare March CPDEP status checklist • Conduct phase 5 DRB meeting • Prepare summary of key decision point • Sunset/disband the project team/graduate! • FOCUS ITEMS • Specific tasks to get information needed to make the decision NOV 24, 2003