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

2

Introductions• Welcome

• Purpose of this meeting

• Round Table introductions– Name– Area of expertise

3

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

4

Solution Delivery Branch Overview

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EA – Enterprise ArchitecturePMO – Project Management OfficeAD – Application Delivery

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.”

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Solution Delivery Organization

Colin TibboExecutive Director

Jack BalramDirector of PMO

Tony LyeDirector of Enterprise Architecture

Mark BrownDirector of

Application Delivery

Linda SloanDirector of

Application Delivery

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S

8

SDLC: Overview

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

Objective•PMO & EA review•Engage AD•Confirm sourcing Approach•AS/Ops engagement

Objective•Detailed business analysis•AS/Ops engagement

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

Objective•Implementation and Transition

Objective•Build/configure / test solution

Objective•Handover•Project closure

Plan Objective• Confirm scope• Charter• Detailed plan• Risk Assessment

Indicates Go no-go Decision point

PHASE 5

SDLC – System Development Life Cycle

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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

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Client Involvement

10

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

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High-Level Roles and Responsibilities

• Project Steering Committee

• Project Sponsor

• Business User(s)

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

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

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

Confirm Business Case & Scope

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

16

Overview on Project Approach<< Customize this slide for this project >>

• PASR / Work-Offer / RFP

• Project Kick-off

• Detailed Project Plan

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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

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19

Wrap-up

• Review Next Steps

• Questions

• Thank you

Solution Delivery…

….delivering solutions and enabling business transformation.