Val.lunz

Best Practices for Enhancing the CPIC Framework

Optimizing Business Portfolio Analysis

Val Lunz, NASA Goddard Space Flight Center

2000 2005 2010 2015 2020

IT Business

Demands

Environment

Today’s Business Conflict

Today the fiscal environment consist of flat lined budgets and

continued cuts, business owners are challenged to meet

demands and maintain competitiveness

The Capital Planning Investment Control Process (CPIC)provides a systematic decision making framework to continue

enterprise growth & transformation while sustaining the mission

Managing the Portfolio

AgendaLaying a Framework to Enhance & Optimize the Business

Capital Planning & Investment Control (CPIC)

Streamlining & Program Management

Topic 1

Topic 2

Topic 3


Framework to strategically assess IT assets, requirements &

requests

Process to prioritize investments; sets stage for investment

management

Coordinates to explain where the business has

been, where it is at and where it needs to be

Business Intelligence

Governance

Investment Management

Resource Formulation &

Execution

CPIC


Pre-Select

Select

Control

Evaluate

1. Coordinate & identify new requests and “on-

hold” requirements

2. Continuously evolving the portfolio

3. Ensure full development & research has occurred

4. Coordinate through governance process

5. Continuous monitoring

6. Measure performance, schedule & cost

7. Identify accomplishments

8. Stakeholder Evaluation

9. Accountability


Further understand the

investments and their

objectives

Recognize IT alignment

to other Goddard

investments

Value involvement in

business process

Experience continuity

and consistency

Improve transparency

into the business

Further collaboration

and partnerships

Success in optimizing

resources and

extending services

Identify “like”

requirements and

leverage assets

CU

STO

MER

STA

KEH

OLD

ER

BU

SIN

ESS

Managing the Portfolio; The Investment

Technical Financial

Managerial

Investment Roles:Performance

Budget & Cost

Contingency/ LienScope

Risks

Schedule

Coordination

Alignment

Success

Copyright 20098

Managing the Portfolio; Sub-Portfolios

Group investments with similar

characteristics, requirements and demands

The groups formed should align to the business

charter, services or missions

Analysis should not only focus on one portfolio

area, but across the full portfolio

Establish portfolio owners to ensure

communication, collaboration & coordination of “like”

investments

Monitor cost, schedule and performance across all

investments to maximize returns and minimize risks

Identify solutions by optimizing within a portfolio

area, leverage existing resources

Pre-Select

Select

Control

Evaluate

1. Planning

2. Programming

3. Budgeting

4. Execution

Pre-Phase A

Phase A, B

Phase C, D & E

Phase F

Streamlining & Best Practices

1. Assess the current state

2. What frameworks &

processes exist?

1. System Engineering

2. Project Management

3. Budget Management

4. Other?

3. Identify similarities &

highlight dependencies

4. Create a schedule matrix

5. Deploy & facilitate

DO DO NOT

10 Copyright 2009


Communicate

Outreach & Collect Feedback

Align & Leverage

Actively Involve

× Box-In the Framework

× Bound the Community

× Force Fit

× Limit the Portfolio

Best Practices

Create Internal Policy & Procedures

Establish an Inventory Baseline

Define Roles & Responsibilities

Build Milestones in all Phases

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Sub-Portfolio

$3,333.3K

Sub- Portfolio Synopsis-Objective-Assumptions-Dependencies -Concerns

Q. 1 Q. 2 Q. 3 Q. 4

Requirement

Budget

GAPAssess inventory

within sub-portfolio

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Ensures all

requirements, assets

and requests are

vetted through a

consistent & accurate

process

Ensures all

investments are

selected by

recommendation of

the stakeholder

Ensures all

investments are

continuously monitored

and controlled

Ensures the

appropriate

investments are

continued; ill

investments are

decomissioned

Val Lunz [email protected]

NASA Goddard Greenbelt, MD

13 Copyright 2009

Questions? Need More Information?Feel free to contact

Val.lunz

Business

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