1. Office of the State CIO IT Capital Plan

2. Training Agenda New IT Capital Plan process How the IT Capital Plan works How to develop the IT Capital Plan Submitting your IT Capital Plan to the OCIO and Finance Reference Information

3. IT Capital Plan Background Office of the State Chief Information Officer  Role of the CIO Strategic focus Statewide vision Approve IT projects Suspend, terminate, reinstate

4. May 15, 2008 OCIO Report to the Legislature Five year plans: Enterprise Architecture IT Project Management Implementing Large IT Projects Leveraging State IT Resources to Enhance Services and Decision-making

5. May 15, 2008 OCIO Report to the Legislature (continued) Developing and Retaining IT Skills Securing IT Assets Integrated IT Governance IT Capital Planning Process

6. New IT Capital Plan process Main features Integrated business and IT planning process Strategic focus for state IT Statewide IT planning process

7. Five Year IT Capital Plan Longer planning view Multi-year approach

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13. Five Year IT Capital Plan Link IT investments to state priorities and business goals Align IT investments with Enterprise Architecture standards

14. Align IT to Business

16. Five Year IT Capital Plan Facilitate Conceptual approval process

17. Collaborative process for IT project proposals Multiple levels Departments Agencies OCIO, Finance

18. Conceptual agreement  Approval to move forward with FSR

19. How the IT Capital Plan works Agencies and Departments identify IT project proposals Agency and Department IT plans will be the basis for statewide IT Capital Plan Supported by Governor's Budget Updated annually, as needed

20. IT Capital Plan will evolve over time For the first year (Year 1) Combine: Current IT project approval process New IT Capital Plan process

21. More information required in Year 2 Infrastructure How funds are spent Non-reportable projects Used for future planning efforts

22. New approach PREVIOUS IT PROJECT APPROVAL PROCESS IT CAPITAL PLAN PROCESS Single year focus Starts with FSR Department & Agency focus Five-year plan Starts with project proposal Conceptual approval before FSR Enterprise view of technology and business Statewide Five Year IT Capital Plan Hard copy submittalElectronic submittal Separate project efforts

23. Two processes One for Agencies and Constituent- Departments One for non-affiliated agencies and departments

24. Process for Agencies and Constituent Departments Agencies coordinate IT Capital Plan preparation Constituent Departments identify IT project proposals Agency and Constituent-Departments Consolidated, enterprise-wide view Eliminate project overlap and duplication

25. Process for Agencies and Constituent Departments Agencies select and prioritize IT project proposals Look for initiatives that cross agencies and have statewide implications Agencies submit Agency IT Capital Plan to the OCIO and Finance

26. OCIO Finance Agency selects & prioritizes IT project proposals. Agency prepares Agency IT Capital Plan & submits to OCIO and Finance Process for Agencies Department prepares IT Capital Plan & submits it to Agency Establish internal due dateDue: 10/1/08

27. Process for non-affiliated Departments Identify IT project proposals Consolidated, enterprise-wide view Within your department and in line with other state efforts Departments select and prioritize IT project proposals Non-affiliated Departments submit Department IT Capital Plan to the OCIO and Finance

28. OCIO Finance Department selects & prioritizes IT project proposals. Department prepares IT Capital Plan & submits to OCIO and Finance Process for Departments Internal due dateDue: 10/1/08

29. How to develop the IT Capital Plan Align IT planning with business Develop business-based IT project proposals

30. Step 1: Review: Organization's strategic plan IT strategic plan Enterprise Architecture Identify IT investments that best support business goals and objectives

31. Step 2:  Complete the Agency and Department IT Capital Plans

32. Step 3: Submit Agency and Department IT Capital Plans to the OCIO and Finance Due: October 1, 2008

33. List of Constituent Departments Agency's coordination efforts for: Strategic Planning Enterprise Architecture Information Security Workforce Development, Workforce Planning and Succession Planning Project Management, Portfolio Management and IT Governance Agency Plan package

34. Agency plan package Summary of Agency-approved proposed IT projects from their constituent-departments Agencies only send forward those IT project proposals that they have approved Business-driven criteria

35. Department Plan package Organization’s business goals and objectives IT infrastructure Projects Existing Proposed Project detail

36. Proposed IT projects - detail Priority ranking FSR submission date Estimated cost and funding For SPRs submitted in July: Include proposed costs and last approved project costs

37. Proposed IT projects - detail Project start date Duration Existing infrastructure? Relation to another proposal or existing project Consequences of not doing

38. Appendices: Enterprise Architecture Information Security Workforce Development, Workforce Planning and Succession Planning Project Management, Portfolio Management and IT Governance Department Plan package

39. Submitting your IT Capital Plan to the OCIO and Finance Submittal Package for Agency and Constituent Departments: Agency Executive Approval Transmittal Agency IT Capital Plan Questionnaire Attachments for each Constituent Department Electronic submittal

40. Submittal Package for Non-affiliated Departments: Executive Approval Transmittal IT Capital Plan Questionnaire Appendices A through D Electronic submittal Submitting your IT Capital Plan to the OCIO and Finance

41. Due to the OCIO and Finance by October 1, 2008 Collaborative process Partnership with OCIO

42. www.cio.ca.govwww.cio.ca.gov for more information Management Memo 08-07 IT Capital Plan (SIMM Section 57) May 15, 2008 Supplemental Report to the Legislature OCIO staff assignments IT Capital Plan training materials