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
Capital Planning & Investment Control (CPIC)
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
Capital Planning & Investment Control (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
Capital Planning & Investment Control (CPIC)
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
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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
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Streamlining & Best Practices
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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Streamlining & Best Practices
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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Capital Planning & Investment Control (CPIC)
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
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