# Presentation: 660453

## IT InfrastructurePortfolio Project Management

- 2005.01.28
- Paul Celluzzi (DOI.IOS.OCIO.EID)

**Department of the Interior**

## Contents

- ITI Portfolio Project Management (PPM) Project
- PPM Governance Context
- ITI Portfolio and OMB Report (Schedule 300)

## Part A. Portfolio Project Management Project...

## ITI PPM Project Deliverables

**ITI Portfolio Project Management**
- _Function_: DOI IT PPM Requirements/Function/Position
- _Process_: PPM Process & Integration with Other Governance
- _Tools_: PPM Support Requirements/Tools
- _Documentation_: Project Templates, Examples, Archive
**ITI Portfolio Business Case**
- Process: ITI Portfolio Business case development process
- OMB Report: ITI FY2007 OMB Schedule 300
- CPIC Report: ITI CPIC report

## ITI Portfolio Project Management Responsibilities

**Project Management Assurance**
**Governance Clearinghouse**
**Project Coordination**
**Portfolio Reporting**
**Tools & Techniques**

## ITI PPM Responsibilities...

- 1. **Project Management Assurance**:
- Insure that all projects within the ITI Portfolio use the required project management structure, documentation, and process in accordance with DOI standards and best practices established by DOI Project Management Office (PMO).
- Work with the PMO & other Governance entities to insure application of Project, Portfolio, and Program management standards & processes.
- Support the Project Review function.

## ITI PPM Responsibilities...

- 2. **Governance Clearinghouse**:
- Serve as project governance clearinghouse for Infrastructure- Facilitate the navigation of ITI projects through the required governance process including:
**Capital Planning & Investment **.. 	Investment Review Board (IRB)
- 	IT Portfolio Management Division (PMD)
**Enterprise Architecture**............	Architecture Review Board (ARB)
- 		Office of Departmental Architecture  (ODA)
**Technology Planning **...............**	**DOI Chief Technology Officer (CTO)
**Project Management **................	Project Management Office
**Program Management**	Enterprise Infrastructure Division (EID)
**IT Policy & Strategic Planning**...	DOI CIO, IT Management Council (ITMC)
**Project Review **..........................	Project Review Board (PRB)

## IT PPM Responsibilities...

- 3. **ITI Project Coordination**:
- Insure that all project plans document and address project impacts, dependencies, and interfaces with other projects and activities. Monitor interdependencies.
- Monitor portfolio so that it reflects, conforms, refreshes to the DOI Enterprise Architecture.
- Maintain calendar/anticipate/inform projects of CPIC & other due dates.

## IT PPM Responsibilities...

- 4. **Portfolio Reporting****:**
- Coordinate projects in the preparation of ITI Business Case.
- Prepare ITI OMB Schedule 300 report.
- Maintain ITI master portfolio plan, schedule, & portfolio dashboard.
- Keep Required Governance Bodies informed of portfolio status.

## IT PPM Responsibilities...

- 5. **Project & Portfolio Framework, Tools, & Techniques****:**
- Maintain Knowledge & Expertise
- Apply to ITI PPM

## Part B. PPM Governance Context...

## ITI Portfolio Investment Management- DOI

**Decision & Control**

**Execution & Support**

**Notes:**
Business Need (from different sources)
Business Need is translated into an IT Initiative (by various authorities).
What is impact on:
IT Strategic Plan, Policy- Support , requires change to? (CIO & ITMC)
Resources- Can we afford it? and when? (IRB-prioritize based on resources)
Enterprise Architecture- Does it comply with?, require change to? (ARB & DAT)
If passes muster, initiative is “projectized” and is now managed within project management discipline & processes.
When project is completed, it is “operationalized”.
Once in operational steady-state:
 continual operational quality assurance processes are performed to insure quality & service levels.
Customer Relationship Management (CRM) processes are used to insure customer requirements are met.

## PPM Theme

- Organizational Discipline of Managed Projects.
- Standardized, Repeatable, Documented Processes.
- Standard Artifacts.

## PPM Project Initial Status /Actions

- PPM Mission Needs Statement.
- PPM Project Proposal.
- PPM Charter.
- Formal Approval.
- PPM Integrated Project Team.
- Develop PPM Integrated Project Plan.

- Current Status: Draft, Unapproved, Unfunded.

## GAP

- Structural
- Alignment
- 300

- Project Management

- Selection
- Accounting

- OMB Language:
- Lack of EVM
- EA Application

**Notes:**
Selection – includes resources, $, authority, ...
Project Management – includes org discipline
(don’t have CPIC w/o PM)

## Part C.ITI Portfolio & OMB Schedule 300 Report

## PPM Performance Measures

- Not... the OMB300 score.
- Is... Improved:
- Project management (within budget, schedule, scope) by application of PM principles.
- Portfolio management (coordinated projects).
- Selection (so only legitimate projects make it into the portfolio) - meet PMI standards.
- Closeout and handoff to operations.
- Business case analysis.

## ITI Portfolio Projects- FY06

- Enterprise Services Network (ESN)
- Enterprise Active Directory Services (EAD)
- eAuthentication SmartCard
- Enterprise Messaging Services (EMS)
- Narrowband Radio Services
- Enterprise Web Services (EWS)

## Other Potential Candidates ...

- Portfolio Project Management (PPM)
- Enterprise Storage Services
- Cellular Commercial Wireless Services
- Local Converged Services
- Shared Savings Initiative
- Federal Networx
- Radio over IP
- CIO Web Portal
- Enterprise Web Hosting
- Enteprise HelpDesk
- Application Integration Services
- ......

## What About the FY07 ITI 300?

- Recognize FY07 Temporary Road.
- Analysis/Documentation of ITI Portfolio-CPIC current environment.
- How was it done in FY05-06.
- Establish Interim Standard Report to PPM
- Booz Allen Hamilton Support Proposal
- Friends. PPM IPT.
- Bureau Best Case/Best Practice
- External Best of Breed Successes
- ESN Contractors

## Project Readiness Assessment

- Project Manager
- PM Process
- Decomposed WBS
- Time Phased Budget (Planned $)
- Work Accomplished Tracking (Performed $)
- System to Track & Assign Actual Cost
- If not, .....

## ITI Portfolio Issues

- Composition of Portfolio
- Inconsistent / Ad hoc Project Management
- Rebaselining
- EVM
- PM training for ITI projects
- Funding
- Launch new initiatives as projects
- ...and things talked about today.

## The End.

- Questions?

- Not to worry.
- Not to fret.
- All is well,
- ...but not just yet.