1. Page 1 - 10/27/2001http://www.fms3i.com/DODOSD/BriefingMME10-31-01_files/frame.htm Department of Defense Change Management Center Financial Management Business Reform Initiative Mary Margaret Evans Briefing October 31, 2001

2. Page 2 - 10/27/2001http://www.fms3i.com/DODOSD/BriefingMME10-31-01_files/frame.htm AGENDA 1.Welcome Mary Margaret Evans 2.Change Management Center Mary Margaret Evans 1.What Is It 2.What It Covers "Horse blanket" 3.Scope of Initiative Faunce - Murphy - McShan 1.Membership 2.Objectives 3.Timeframe 4.Results To Be Achieved 4.Decision to Proceed - Go - No Go Mary Margaret Evans 1.Advisory Committee 2.E-Learning & Change Management 3.Meeting with Tom Bloom Department of Defense Change Management Center Financial Management Business Reform Initiative

3. Page 3 - 10/27/2001http://www.fms3i.com/DODOSD/BriefingMME10-31-01_files/frame.htm Financial Management Business Reform Initiative Scope of Initiative Membership Advisory Committee Activity John Cherbini – GAO, Deputy Director, Accounting & Financial Management Frank Derville, House of Representatives, Chief Financial Officer Irvin Faunce – Treasury FMS Deputy Commissioner Gerald Murphy – Treasury, Fiscal Assistant Secretary Anthony McCann, DHHS, Assistant Secretary Management & Budget Clyde McShan – Commerce, Deputy Chief Financial Officer James Reid – Energy, Deputy Controller William Shelton, Veterans Affairs, Associate Deputy Assistant Secretary, Financial Policy Frank Sullivan – Veterans Affairs, Deputy Chief Financial Officer Ronald Young - Federal Accounting Standards Advisory Board, Executive Director

4. Page 4 - 10/27/2001http://www.fms3i.com/DODOSD/BriefingMME10-31-01_files/frame.htm Financial Management Business Reform Initiative Scope of Initiative Objectives Advisory Committee Activity E-Learning & Change Management Activity Identify At A Minimum Three Major Legislative Changes That Will Support Improvements in the Efficiency and Effectiveness of DoD Financial Management Systems. Draft Legislation That Will Facilitate The Implementation Of Technological and Process Changes in the Operation of DoD Financial Management Systems. Implement a Prototype E-Learning & Change Management System that will Capture and Distribute the Financial Management Knowledgebase to Current and Future DoD/DFAS Staff. Capture and Distribute the Financial Management Business Reform Initiative Advisory Committee Knowledgebase to Improve the Dissemination of Information and Improve the Effectiveness of the Change Management Process.

5. Page 5 - 10/27/2001http://www.fms3i.com/DODOSD/BriefingMME10-31-01_files/frame.htm Financial Management Business Reform Initiative Scope of Initiative Timeframe Advisory Committee Activity E-Learning & Change Management Activity 1. Develop F/M Plan 2. I/D Goals & Objectives 3. I/D Key Success Factors 4. I/D Legislative Changes 5. Develop Risk Assessment Analysis 1. 12/01/01 – 12/31/01 2. 12/01/01 – 12/31/01 3. 12/01/01 – 01/28/02 4. 12/01/01 – 02/28/03 5. 12/01/01 – 02/28/03 1. Courseware Acquisition 2. Software Installation 3. Prototype System Operation 4. Prototype System Evaluation 5. Curriculum & Content Development 6. Go – No Go Prototype Operation 1. 12/01/01 – 12/31/01 2. 12/01/01 – 12/31/01 3. 12/01/01 – 01/28/02 4. 12/01/01 – 02/28/02 5. 12/01/01 – 02/28/02 6. 02/28/02

6. Page 6 - 10/27/2001http://www.fms3i.com/DODOSD/BriefingMME10-31-01_files/frame.htm Financial Management Business Reform Initiative Scope of Initiative Results To Be Achieved Advisory Committee Activity E-Learning & Change Management Activity Identification of Fiscal Laws Impeding F/M Technological Changes Identification of F/M Technological and Process Changes Draft Legislation to Support F/M Technological and Process Changes Review Changes with JFMIP and Impacted Legislative Committees Install Prototype E-Learning & Change Management System Track Advisory Committee Activities In CMS Knowledgebase User Test Prototype E-Learning System with 1000 DFAS Users Develop F/M Curriculum and Author Two E-Learning Courses Implement & Evaluate E-Learning System

7. Page 7 - 10/27/2001http://www.fms3i.com/DODOSD/BriefingMME10-31-01_files/frame.htm Financial Management Business Reform Initiative Decision To Proceed Advisory Committee Activity E-Learning & Change Management Activity Project: ___ Go – ___ No Go Sponsor: _____________________ - ___Go – ___ No Go Steering Committee Chairman: _________________ Project: ___ Go – No Go Sponsor: DFAS – Tom Bloom – ___ Go – ___ No Go Schedule Meeting: ___ Go – ___ No Go

8. Page 8 - 10/27/2001http://www.fms3i.com/DODOSD/BriefingMME10-31-01_files/frame.htm Financial Management Business Reform Initiative Tom Bloom Meeting E-Learning & Change Management Activity Agenda 1.Purpose - Review Project Goals & Objectives and Obtain Sponsorship and Funding for E-Learning & Change Management Activities 2.Fiscal Laws Project Objectives 3.Scope of E-Learning & Change Management Activities 4.Objectives: 5.DFAS Participation in Fiscal Laws Change Management Process 6.Prototype E-Learning for Financial Management Training 7.Timeframe 8.Results To Be Achieved 1.Advisory Committee Activity - Change Management Knowledgebase 2.Provide DFAS Prototype for Financial Management E-Learning Training