2
Agenda
• Overview
• Purpose
• Tailoring the EPLC
• Best Practices
• Guidance and Support
• Summary
• Questions and Answers
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3
Overview
EPLC organizes the activities, deliverables and governance reviews into ten life cycle phases
EPLC provides a project and product management methodology that guides activities of the project manager, business owners, critical partners, and IT governance executives
Project managers are responsible for proposing any tailoring they believe is appropriate for the success of their project
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Tailoring EPLC
All projects require adequate documentation and deliverables to ensure they are progressing appropriately in meeting the business need
Essential element of EPLC is ability to tailor requirements to the specific needs of the project
Tailoring consists of waiving particular life cycle phases, activities, deliverables or reviews through formal request and approval process (i.e. Project Process Agreement)
EPLC does not preclude CDC from requiring more rigor, if needed.
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Not everything can be tailored
Fundamental elements that can never be removed from EPLC Framework through tailoring include:
Identifying the business need
Documenting correct, clear, and adequate functional and non-functional requirements
Following processes that ensure the system will be able to operate within the as-is and/or target enterprise architecture
Adequate IT solution testing
Appropriate operations and maintenance documentation
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To what level this rigor is applied is at the discretion of the project manager
The following best practices are recommended for adjusting the EPLC to fit your project:
Best Practices
Risk – The more risk and investment or project has, the more project documentation and management rigor may be required.
Complexity – The more complex an investment or project is, the more project documentation and management rigor may be required.
Dollars/Budget – The greater an investment or project budget, or the more dollars at risk, the more documentation and management rigor may be required.
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Framework elements that provide for “corporate knowledge” or continuity over time or during team turnover are candidates for tailoring if the schedule is short enough to lower those risks.
Framework elements that mitigate low-level risks are candidates for tailoring.
Tasks and deliverables provided under performance-based contracts are candidates for tailoring if they mitigate risk
Evaluation Factors for Tailoring
As cost decreases, framework elements that mitigate cost risk or that are relatively inexpensive are candidates for tailoring.
Cost
Risk
Acquisition Strategy
Schedule
Methodology Choice of methodology used is likely to affect the iterative nature of the framework elements
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Options for Tailoring
Acceleration
May speed up the process by skipping a phase such as Initiation for mandated projects.
Consolidation
May combine multiple phases into one, such as the requirements and design phases
Deferral
May keep moving from phase to phase
Tailoring may be more appropriate for smaller projects.
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How to Tailor
Project Process Agreement template available in the CDC UPhttp://www2.cdc.gov/cdcup/library/templates/default.htm
1. During the project planning evaluate the requirements of the project against the EPLC Framework
2. Prepare Project Process Agreement deliverable describing the tailoring that is needed (if any) and the justification for the request
3. Present as a part of the deliverables “package” for review by the Critical Partners for the Project Baseline Stage Gate Review
4. Critical Partner recommendations will be presented to the appropriate IR Governance body for review and approval
5. Modify if needed based upon recommendations from the IR Governance organization
6. Follow the approved process
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How to Tailor
Project Process Agreement template available in the CDC UPhttp://www2.cdc.gov/cdcup/library/templates/default.htm
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How to Tailor
Project Process Agreement template available in the CDC UPhttp://www2.cdc.gov/cdcup/library/templates/default.htm
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How to Tailor
Project Process Agreement template available in the CDC UPhttp://www2.cdc.gov/cdcup/library/templates/default.htm
1. During the project planning evaluate the requirements of the project against the EPLC Framework
2. Prepare Project Process Agreement deliverable describing the tailoring that is needed (if any) and the justification for the request
3. Present as a part of the deliverables “package” for review by the Critical Partners for the Project Baseline Stage Gate Review
4. Critical Partner recommendations will be presented to the appropriate IR Governance body for review and approval
5. Modify if needed based upon recommendations from the IR Governance organization
6. Follow the approved process
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Review – Appropriate IR Governance Body
Scenario 15: EPLC Project & Stage Gate Review Process
Pro
ject
M
anag
erC
ritic
al
Par
tner
s
Coo
rdin
atin
g C
ente
rs &
O
ffice
s al
ong
with
OD
O
ffice
s
Ent
erpr
ise
Ser
vice
s C
omm
ittee
Pub
lic
Hea
lth
Dom
ain
Com
mitt
ee(s
)
Ent
erpr
ise
Pla
nnin
g &
R
evie
w
Com
mitt
ee
Info
rmat
ion
Res
ourc
es
Gov
erna
nce
Cou
ncil
Preliminary Design Review
A
Test Phase
Consultation
RequirementsAnalysis Phase
Development Phase
Project Selection Review
Design Phase
Consultation
Project Baseline Review
Requirements Review
Project Selection Review
Project Baseline Review
Implementation Readiness
System Certification
System Accreditation
Reviews
ConsultationA-D
Consultation
A-D
Project Selection Review
Consultation
Preliminary Design Review
Operational Readiness
Review
Operational Readiness
Review
Disposition Review
C
Operational Readiness
Review
Consultation
Preliminary Design Review
A-D
A&B
Architecture Review
Project Selection Review
Project Baseline Review
Operational Readiness
Review
Planning Phase
Validation Readiness
IV& V Assessment
Reviews
Consultation
Consultation Consultation
System Recertification
System Reaccreditation
O&M Phase
Integrated Baseline Review
Initiation Phase
Preliminary Design Review
Consultation
A-D
Project Baseline Review
Concept Phase
Consultation
Disposition Phase
Detailed Design Review
Implementation Phase
Where the stage gate is reviewedWhere the stage gate is reviewed
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How to Tailor
Project Process Agreement template available in the CDC UPhttp://www2.cdc.gov/cdcup/library/templates/default.htm
1. During the project planning evaluate the requirements of the project against the EPLC Framework
2. Prepare Project Process Agreement deliverable describing the tailoring that is needed (if any) and the justification for the request
3. Present as a part of the deliverables “package” for review by the Critical Partners for the Project Baseline Stage Gate Review
4. Critical Partner recommendations will be presented to the appropriate IR Governance body for review and approval
5. Modify if needed based upon recommendations from the IR Governance organization
6. Follow the approved process
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EPLC Guidance and Support
Disposition
OperationAnd
Maintenance
RequirementsAnalysis
Planning
Concept
Initiation
EPLCPhases
Assess CriteriaAssess Criteria
Check ListsCheck ListsPractices GuidesPractices Guides
TemplatesTemplates
Web SitesWeb Sites
Guidance&
Support
Guidance&
Support
Process GuidesProcess Guides
Implementation of the EPLC framework will require significant training and guidance for the entire IT investment stakeholder community. In addition to training programs, EPLC framework guidance and support will be provided via the following methods:
Implementation of the EPLC framework will require significant training and guidance for the entire IT investment stakeholder community. In addition to training programs, EPLC framework guidance and support will be provided via the following methods:
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Summary
1. EPLC is the IT project management requirement at HHS
2. Can tailor but must meet minimum requirements
3. Apply critical factors when tailoring
4. Project Manager submits a Project Process Agreement
Justification for the tailoring
Specific elements to be consolidated or waived
5. IT Governance must approve the Project Process Agreement
6. Project Manager follows approved variance
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