1. Project Initiation Meeting Presented By: > > Office of the Chief Information Officer >

2. Agenda  Introductions / Purpose  Solution Delivery Branch  SDLC Overview  Client Involvement  Branch Involvement  Roles and Responsibilities  Confirm Business Case and Scope  Project Approach  Next Steps 22

3. Introductions  Welcome  Purpose of this meeting  Round Table introductions  Name  Area of expertise 33

4. 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 44

5. Solution Delivery Branch 5 EA – Enterprise Architecture PMO – Project Management Office AD – Application Delivery ESD – Electronic Services Delivery GIS – Geographic / Geospatial Information System

6. 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.” 66

7. Solution Delivery Organization 7 Natalie Templeman Executive Director (Acting) Jack Balram Director of PMO Jamie Hutchings Director of Enterprise Architecture Vacant Director of Application Delivery Linda Sloan Director of Application Delivery 7

8. 8 88 SDLC: Quick Summary PHASE 4 Support Initiate PHASE 1 Concept RFPRFP Analysis PH. 2 Plan CloseImplementExecuteDesign PHASE 3 Plan Objective CS Assessment of client request Sample Deliverables Business Case Preliminary Scope FISA Objective PMO & EA review Engage AD Confirm sourcing approach AS/Ops Engagement Sample Deliverables PID PRO, WO’ Initiation Presentation Objective Detailed business analysis AS/Ops Engagement Sample Deliverables Draft Transition Agreement (TA) BRD Approval Papers Draft RFP Tender Pre-TRA P/PIA Objective Detailed tech. solution design AS/Ops Engagement Sample Deliverables Final TA DAD Draft TRA Draft OPM Conversion Plan Security Design Review Revised Project Plan Objective Implementation and Transition Sample Deliverables VA OPM Support Plan System Doc Change Request Application Build Book Database Build Book COA Go Live Communication RFC Server Build Book Source Code Service Desk Support Guide Objective Build/configure / test solution Sample Deliverables Final TRA Test Plan Cots/Custom Solution DR Checklist Client Acceptance UAT Plan Data Migration Plan Implementation Plan Post Implementation Support Plan Training Plan Objective Handover Project Closure Sample Deliverables Closure Report Vendor Review Lessons Learned Plan Objective Confirm scope - Communication Plan Project Charter - Kickoff Detailed plan - Checklist Risk Assessment - Stakeholder Analysis Indicates Go / No-Go Decision Point PHASE 5

9. Client Involvement Business Users (Project Team) End Users Low High Level of Client Engagement PHASE 4 Support Initiate PHASE 1 Concept Analysis PHASE 2 Plan CloseImplementExecuteDesign PHASE 3 PHASE 5 Project Steering Committee Project Sponsor 99

10. Client Involvement 10

11. SDLC: Branch Involvement CS AD/EA/PMOAS/Ops Information Management / Protection L H Level of Branch Engagement PHASE 4 Support Initiate PHASE 1 Concept Analysis PHASE 2 Plan CloseImplementExecuteDesign PHASE 3 PHASE 5 Client Service (CS) 11

12. High-Level Roles and Responsibilities  Project Steering Committee  Project Sponsor  Business User(s) 12

13. 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 13

14. 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  Chair Project Steering Committee (assigned delegate) 14

15. 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 15

16. Confirm Business Case & Scope  > 16

17. Overview on Project Approach >  PASR / Work-Offer / RFP  Project Kick-off  Detailed Project Plan 17

18. 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 18

19. 19 Wrap-up Review Next Steps Questions Thank you Solution Delivery… ….delivering solutions and enabling business transformation.