Project Initiation MeetingPresented By: << Delivery Manager >>

<< YYYY-MM-DD >>

Office of the Chief Information Officer

<< DTC >>

<< Project Name >>

Agenda Introductions / Purpose Solution Delivery Branch SDLC Overview Client Involvement Branch Involvement Roles and Responsibilities Confirm Business Case and Scope Project Approach Next Steps

22

Introductions

Welcome Purpose of this meeting Round Table introductions

Name Area of expertise

33

Purpose of This Meeting

Provide insight into the Solution Delivery Branch

Confirm Business Case and Scope Agree on Problem Statement

Provide overview on Project Approach

44

Solution Delivery Branch

5

EA – Enterprise ArchitecturePMO – Project Management OfficeAD – Application DeliveryESD – Electronic Services DeliveryGIS – Geographic / Geospatial Information System

Solution Delivery Vision

“To enable the successful delivery of innovative, supportable technology-based business solutions for our clients by providing vision, thought leadership and strategic investment.”

66

Solution Delivery Organization

7

Natalie TemplemanExecutive Director

(Acting)

Jack BalramDirector of PMO

Jamie HutchingsDirector of Enterprise Architecture

Vacant Director of

Application Delivery

Linda SloanDirector of

Application Delivery

7

8

8 8

SDLC: Quick Summary

PHASE 4

SupportInitiat

e

PHASE 1

Concept

RFP

Analysis

PH. 2

Pla

n CloseImpleme

ntExecut

eDesig

n

PHASE 3

Pla

n

ObjectiveCS Assessment of client request

Sample Deliverables•Business Case •Preliminary Scope•FISA

Objective•PMO & EA review•Engage AD•Confirm sourcing approach•AS/Ops Engagement

Sample Deliverables•PID•PRO, WO’•Initiation Presentation

Objective•Detailed business analysis•AS/Ops Engagement

Sample Deliverables•Draft Transition Agreement (TA)•BRD•Approval Papers•Draft RFP•Tender•Pre-TRA•P/PIA

Objective•Detailed tech. solution design•AS/Ops Engagement

Sample Deliverables•Final TA•DAD•Draft TRA•Draft OPM•Conversion Plan•Security Design Review•Revised Project Plan

Objective•Implementation and Transition

Sample Deliverables•VA•OPM•Support Plan•System Doc•Change Request•Application Build Book•Database Build Book•COA•Go Live Communication•RFC•Server Build Book•Source Code•Service Desk Support Guide

Objective•Build/configure / test solution

Sample Deliverables•Final TRA•Test Plan•Cots/Custom Solution•DR Checklist•Client Acceptance•UAT Plan•Data Migration Plan•Implementation Plan•Post Implementation Support Plan•Training Plan

Objective•Handover•Project Closure

Sample Deliverables•Closure Report•Vendor Review•Lessons Learned

Plan Objective• Confirm scope - Communication Plan• Project Charter - Kickoff• Detailed plan - Checklist• Risk Assessment - Stakeholder Analysis

Indicates Go / No-Go Decision Point

PHASE 5

Client Involvement

Business Users(Project Team)

End Users

Low

HighLevel of Client Engagement

PHASE 4

SupportInitiat

e

PHASE 1

Concept

Analysis

PHASE 2

Pla

n CloseImpleme

ntExecut

eDesig

n

PHASE 3 PHASE 5

Project Steering Committee

Project Sponsor

99

Client Involvement

1010

SDLC: Branch Involvement

CS AD/EA/PMO AS/OpsL

HLevel of Branch Engagement

PHASE 4

SupportInitiat

e

PHASE 1

Concept

Analysis

PHASE 2

Pla

n CloseImpleme

ntExecut

eDesig

n

PHASE 3 PHASE 5

1111

High-Level Roles and Responsibilities

Project Steering Committee Project Sponsor Business User(s)

1212

Project Steering Committee Provide overall guidance and strategic

direction Promotes success of project Reviews the budget and project plans Reviews and approves Project Scope

changes Clears obstacles to progress Provides guidance to deal with Risks and

project constraints

1313

Project Sponsor Responsible to ensure business objectives will be

achieved Provides support from the Department (Business)

perspective Promote and maintain focus on the desired project

outcome from the point of view of the end-users Ensures Department commitment and communicates

project progress to executive management Provides support to the Project Manager Enable project success by ensuring that Scope is

managed effectively Chair Project Steering Committee (assigned delegate)

1414

Business User(s) Involved throughout project (part time or full time) Provides input into detailed project planning Provides knowledge of business processes Engaged in requirements gathering and confirmation Resolves business issues and escalates issues to the

Project Manager as needed Performs UAT testing, assists with training and project

documentation Become super-users for new solution Develops policies and procedures required for new

solution Provides first level of support for new solution

1515

Confirm Business Case & Scope

<< Review and confirm the business case, scope, and/or problem statement for this project. This information comes from the PID. >>

161616

Overview on Project Approach<< Customize this slide for this project >> PASR / Work-Offer / RFP Project Kick-off Detailed Project Plan

1717

Detailed Project Planning Project Kick-off - Successful Vendor

Validate the business case, scope and approach Complete stakeholder analysis Complete detailed Project Plan Prepare project Communications Plan Complete Project Charter Obtain all sign-offs / approvals on above from the Client

Project Sponsor and OCIO Solution Delivery Director before proceeding with the next phase of the project

1818

19

Wrap-up

• Review Next Steps• Questions• Thank you

Solution Delivery…

….delivering solutions and enabling business transformation.