© 2005 carlson marketing. all rights reserved. march 8 launch innovation to prioritization process...

© 2005 Carlson Marketing. All rights reserved. March 8 Launch

Innovation to PrioritizationProcess Overview

© 2005 Carlson Marketing. All rights reserved.

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What is Innovation to Prioritization?

CMW IT is launching a 4-month pilot of the new MWL module to capture innovative ideas

Detroit and Minneapolis IT employees will be the pilot group

New website will allow employees to develop innovative solutions that contribute to the department’s success

Employees will use the website to enter great ideas for improvements and potentially earn Gold Points®


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How Do We Start the Launch? Framing a specific opportunity is critical to innovation

generation The Opportunity Statement is the foundation of all efforts for

the Innovation to Prioritization process We will have 2 opportunity statements during the pilot

March – April: “How will we grow CMW by Marketing with Technology? May – June: Cost Savings

For Example: Winnebago Chairman, John Hanson, put out a notice in the company newsletter asking for ideas, however small, on how to reduce weight in Winnebago’s

For Example: Herb Kelleher at Southwest Airlines invited employees to submit ideas that would save $5/day

Results: Within six weeks employees sent $2MM in cost saving ideas


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Innovation to Prioritization Process

To Submit an Idea, cross-functional teams working together will provide the most innovative change

A maximum of ten team members brainstorm the idea they want to submit

Teams and Leads have been assigned When an idea is developed, the team leader submits the idea on

the Carlson Rewards Innovation to Prioritization website 1st Pass: The process for brainstorming and initially submitting the

idea is up to 4 hours per participant (Levels 1 & 2) 2nd Pass: Deep ROI analysis will require up to 20 hours per

participant (Level 4)


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Responsibilities of the Team Leader Arrange the first innovation meeting within 1 week of Launch Guide roles and responsibilities; facilitator, meeting notes and

action items from the meetings, etc. Receive an innovation training kit to help the team think

innovatively for their brainstorm sessions Keep the process moving to maintain energy and creativity around

the opportunity solution emerging in the teams Managers are instructed to let participating team members make

time for this effort Communicate information about the program to their team

First Team Meeting Team leaders are given an Innovation Toolkit that includes

information and techniques on how to think innovatively and stimulate positive team idea generation

The Toolkit includes mindset activities, brainstorming activities and tools to evaluate your ideas


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Each person on a team that submits an idea is entered into a weekly drawing for a Casual Day!

Teams Secure Sponsor to review idea Sponsors act as a mentor to the cross-functional team lead;

advice and guidance is provided for ideas Sponsors consist of Managers in the IT Department Select a sponsor that is either a SME for the team’s idea, or

can pave the way for the idea to be implemented

Sponsor and team work together and conduct an initial Idea Analysis to provide high-level ROI

This analysis is part of submitting the idea in the IP website


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When a team submits a new idea, designated sponsors will receive an email notifying them that they have an idea to review

In addition sponsors and team members receive automatic emails keeping them in the loop on each step of their idea’s movement in the IP process

Sponsor responsibilities Determine if the idea is ready to advance for committee

review Respond to all new ideas within one week Become personally involved in the teams’ employees and

ideas Attend team meetings when requested Create a supportive environment


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Sponsor responsibilities Look for larger implications of the idea; how does

it fit with current company processes, projects, clients?

Champion ideas for the team by communicating up

If an idea will not advance to the next level, still remain positive


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Once the sponsor feels an idea’s business case is built, they advance it to the First Innovation to Prioritization (IP) Committee Review

The Committee meets regularly to vote if the idea can be moved forward or is a “go”, should not be moved forward or is a “no go”, or if they send the idea back for more analysis or “needs more information”

A subset of Scott’s direct reports are members of the IP Committee Review team

Committee Responsibilities Meet weekly to ensure all ideas receive feedback quickly Teach how to analyze ideas and justify decisions: send back for more

information when needed Look for larger implications of submitted ideas Fully understand the criteria for successful ideas that are implemented Provide enthusiastic support of great ideas


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Ideas will be classified to “The Power of 10” Teams and sponsors are encouraged to work

together with other teams to increase the overall value of each idea, so a “Power of 4” idea is moved to a “Power of 5” idea


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If an idea has been voted “go” by the committee, the idea is advanced on the website

It is now time for the team to conduct a Deep ROI Analysis Innovation team may pull additional SME’s to develop detailed and

appropriate ROI business models Team must explain how funds will be secured to implement this

idea

After the team completes its deep ROI analysis, the sponsor advances the idea to the Final IP Committee Review

The committee meets monthly and schedules 10 minute Innovation team presentations

After the presentations, the committee decides if the idea is ready for implementation, if they need additional information or if it should not be implemented


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Once an idea is approved it is Implemented An implementation team will be created at this time

Quick wins and implementations will keep the innovative ideas flowing and motivate employees to stay engaged

After the Committee advances the idea to implementation, there will be a Reward Payout for all team members along with a “Congratulations!” email message

We are rewarding Gold Points because it will be featured for external marketplace sales efforts

Tax issues are simplified because points currency is applied to all Carlson pay checks quarterly, and Carlson pays all Federal Tax on the awards. If cash is given, the employee needs to pay appropriate taxes


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The final step in the ideation process is to Monitor and Measure the idea

The control and monitor phase is critical to adoption of any new ideas and/or processes

This involves assigning an owner to the new idea, reviewing how it is doing after implementation and tweaking any areas that need attention

In addition, a system for ongoing measurement will be implemented


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Ongoing Communications

Launch March 8 Weekly Monday afternoon emails letting

people know what ideas have been advanced Also announce the weekly sweepstakes winner of

a casual day

Brown bag lunches with select Review Committee members and Scott H. will be scheduled


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Questions?

© 2005 carlson marketing. all rights reserved. march 8 launch innovation to prioritization process...

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