This document outlines a 4-step process for vetting, investigating, initiating, and implementing new ideas: 1) A small team vets the initial idea and creates a narrative; 2) An investigator refines the scope and assesses impacts, benefits, and requirements; 3) The idea is added to a roadmap and planning begins for validation and implementation; 4) The project is prioritized, resources are allocated, and the solution is designed, tested, and implemented.

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• Assign small working team to vet the idea.
• Create a simple narrative with the submitter explaining how the idea works and
the potential opportunity.
• Classify the type of idea being submitted to determine action steps (i.e.
incremental, disruptive, consumer facing, operational, technology-based, etc.).
• Ask questions like:
• How does the idea align with the consumer and business’ strategies?
• Can the idea be leveraged within the Company?
• What are the potential benefits to the consumer and the business?
• Simply, is the idea promising? What does success look like and should we
spend the time to investigate further?
Step 1 – idea
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• Assign a Product Manager or representative to lead investigation.
• Refine the scope to identify what is in-scope and out-of-scope?
• Answer the following questions:
• What are the consumer and business assumptions?
• What are the upstream and downstream process/operational impacts?
• What are the expected consumer, business, and financial benefits (quantitative
and qualitative)? How will these be captured?
• What are the business process or operational changes to support the capability?
• What are the business, process, and technical requirements and hurdles?
• What are the technology or technology company risks?
• Is a full POC or model including a market test required?
• What are the options? What is the recommendation?
• What is the estimated total cost of ownership and related potential R.O.I?
• Determine if Idea/Concept should be put on the Product roadmap.
i2Step 2 – investigate

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• Incorporate Idea into a Product roadmap.
• Pre-plan the Program/Project including assigning PM, determining timing,
funding, resources, and organization alignment.
• Validate assumptions and initial findings from the Investigate (study &
research) step.
• Finalize the scope based on findings.
• Debate and choose an option for implementation.
• Align the organization on the decision.
• Secure initial funding and related funding models.
• Finalize total cost of ownership and benefits commitments.
• Provide final recommendation on next step (Implementation).
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Step 3 – initiate

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• Finalize the priority and implementation approach.
• Create the project team.
• Align resources given enterprise constraints and commitments.
• Allocate budget and resources in alignment with funding models and agreements.
• Set project start and go-live dates, key milestones and success factors.
• Design, develop, test, and implement the final solution.
• Develop a comprehensive transition/change management and training plan.
• Conduct project closure - post implementation reviews - capture lessons learned.
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Step 4 – implement