# Presentation: 768053

**Department of the Interior****Information Management Program**

**Project Planning***** ****Standards! Are there Standards?*** ***Planning Standards ●    **Plan Evaluation: Integrated Baseline Review ● **Project Planning & IBR Services ●*

**Notes:**
Discussion:

 Project Integration
 Systems Perspective
 OMB Investment Life-Cycle
 Project Management and the Architecture Process
 Portfolio Management & Decision Making
 Project Management as the Integrator

Solve All of Federal Government’s Project & Portfolio Management Problems in 15 minutes 

## Project Planning & Interior’s Integrated Life Cycle

***The mature Project Plan must be evaluated & approved before entering DME Development. ***

## Standards & Best Practices

***For better understanding,******Interior’s Project Planning Standard synthesizes many Standards and Best Practices.***

-   Project Management Body Of Knowledge (PMBOK), Third Edition, ANSI*/Project Management Institute 99-001-2004
-   Earned Value Management Systems (EVMS) Standards, ANSI/Government Electronic Industry Technology Association (EIA) 748, November 2006
- GAO Cost Estimate Guide, GAO-05-1134SP
- * American National Standards Institute (ANSI)

## Collection of Artifacts

***Interior’s Project Planning Standard is a collection of planning & decision artifacts.******The Project Plan documentation has four major components.***

## Authorization

***When possible, Authorization Statement should be or directly quote the Project Charter.***

-  **Business and business need(s).**  This may be the project’s mission statement that may summarize and/or reference more robust documents.
-  **Proposed solutions** (products and/or services) that address the business need.  A proposed solution may be in the form of a statement of objective.  A proposed solution may reference specific Federal or Interior standards and requirements for adherence.
-  **Acquisition strategy addressing the business need****.**  The acquisition strategy may explain how alternative will be identified.  An example of a proposed acquisition approach/strategy is: “first, perform market research of COTS of solutions, followed by project planning, selection, development, testing, and implementation.”
-  The **authorized use of organizational resources** for the project.
-  **Project Manager (PM) and the PM’s authorities**.

- Project authorization is documentation that officially **recognizes the project** and its** ****formal start**.  By convention, project authorization document is usually the **Project Charter**. The project authorization document is issued by the **Program (Business) Executive** of the project at a level appropriate to the project needs. The project authorization document is a relatively short document.  Stating directly or by summarized reference, the document should identify:

## Project Scope

***The Project Scope includes all ******Product Scope (work) and Project Management Scope (work).***

## Product Scope

***Product Scope derives from the Architecture/System Engineering analysis processes.***

- Examples of the product work events are setup server racks, install servers, configure servers, connect servers to internet.  The work is product oriented.

## Management (PM) Scope

***Project Management Scope derives from the Integrated Management and Control Plan.***

**Project Management (PM) Scope:** The second body of work, project management scope addresses “*how it gets done,” *(see next section: *Integrated Management and Control Plan*).  The PM Scope includes all of the project’s:
-  Management planning.
-  Monitoring & control.
-  Quality assurance events and deliverable.
- Examples of the management work events are define acceptance exercises, quality assessment & assurance meetings, risk evaluation events, procurement planning meetings, team orientation meetings, status and budget reports and project status presentations. The work is management planning and control oriented.

## Integrated Management and Control Plan

***Integrated Management and Control Plan orchestrates all of the project management processes.***

## Integrated Management and Control Plan

***Integrated Management and Control Plan orchestrates all of the project management processes.***

## (Recommended) Project Plan Outline

***Interior’s Project Planning Standards is a collection of planning & decision artifacts.***

## Plan Evaluation: Integrated Baseline Review

***Interior’s Integrated Baseline Review (IBR) policy is based on Interior’s Planning Standards.***

**Subject:**	Integrated Baseline Review Policy
- This directive supersedes OCIO Directive 2005-14.
**Policy:**  To ensure better oversight of Department of the Interior’s (Interior) information technology (IT)
- 		    investments and improve execution and performance, this directive requires that all major investments
- 		    have an independent Integrated Baseline Review (IBR) completed and approved by the Investment
- 		    Review Board (IRB) before development-modernization-enhancement (DME) Development begins.
**Authorities:** FAR 34.202 Integrated Baseline Reviews:
- When EVMS is required, Government must conduct an IBR.
- Purpose of IBR:
-     (1) Verify technical content and realism of the related performance budgets, resources, and schedules;
-     (2)  Provide a mutual understanding of inherent risks in offerors’/contractors’ performance plans and the
-           underlying management control systems;
-     (3)  and Formulate a plan to handle these risks.

## Integrated Baseline Review

***Interior’s IBR is a two part process, measuring: 1) Project Planning and 2) Contractor’s Proposal Appropriateness.***

**Part One:  ****Assess Government’s Project Planning and Preparation Due Diligence**
-  Identify Government’s required project management artifacts, synchronizing project artifact nomenclature with ANSI standard artifact nomenclature.
- Assess project planning (Project Plan) and other artifacts for _quality_, _alignment_ and _completeness_, including:
-   Risk adjusted baseline.
-   Product scope, including an appropriate alignment with architecture artifacts.
-   Management scope, including the project’s Integrated Management & Control Plan.
-   Risk artifacts.
-   Capital Planning & Investment Control (CPIC) and budget artifacts.
-   Authorizing Records-of-Decisions.
-  Acquisition artifacts.
-  Assess acquisition regulatory compliance, including EVMS-Standards compliance.
**Part Two: ****Assess Contractor’s Proposal Appropriateness**
-  Assess contractor’s proposal for quality, alignment and appropriateness of the:
-  Management Plan addressing the Government’s requirements.
-  Risk adjusted Baseline.
-   Validate vendor’s EVM corporate and/or program capability.
-   Assess the proposal’s (project level) compliance with EVM Standards.

## Integrated Baseline Review

***Focused on the project Planning Standards, EVMS Standards and CPIC/Budget, ******the IBR checks for 1) Quality, 2) Alignment, 3) Completeness and 4) Regulatory Compliance.***

## IRB & Project Planning Services

***So programs don’t have to staff project efforts,******Interior’s OCIO-PMO provides planning resources and IBR evaluation.***

- ●  Performs **Conceptual Phase** and DME **Planning Phase **analysis●  Provides project planning resources●  5-7 Vendors●  IDIQ contract●  Vendors can’t bid on IBR efforts or DME Development efforts

**Project Management Planning Services**

- ●  Performs the *independent* IBR assessment at the end of the **DME Planning Phase**●  Provides resources for 2-4 months●  4 Vendors●  IDIQ type contract●  Vendors can’t bid on DME Planning efforts or DME Development efforts

**Integrated Baseline Review Services**

**Thank You!** **Will Brimberry, Program Manager ****Project Management Office****Office of the Chief Information Officer****Department of the Interior**_**[will_Brimberry@ios.doi.gov](mailto:will_Brimberry@ios.doi.gov)**__**202-208-6052**_** **