Deloitte Consulting LLP Commonwealth of Massachusetts Statewide Strategic IT Consolidation (ITC) Initiative IT Consolidation Statewide Working Group Discussion Document November 2, 2009 DRAFT – FOR DISCUSSION PURPOSES ONLY

- 2 - DRAFT FOR DISCUSSION PURPOSES ONLY Agenda 1 Review of Updated Workplan (5 min.) Cathy Cho, Deloitte 2 Staff Transition Planning Estimates (25 min.) Katie Beacham, Deloitte 3 Staff Transition Macro Strategy (25 min.) Anne Margulies, CCIO 4 Discussion on the Milestones for Delegated Operations (25 Min.) Anne Margulies, ITD

We Are Here

- 5 - DRAFT FOR DISCUSSION PURPOSES ONLY Staff Transition Planning Estimates

- 6 - DRAFT FOR DISCUSSION PURPOSES ONLY Contents Current State Findings from Change Impact Assessment Estimated Future Needs Guiding Principles for Staff Transition Next Steps Appendix

- 7 - DRAFT FOR DISCUSSION PURPOSES ONLY Current State Findings from Change Impact Assessment

- 8 - DRAFT FOR DISCUSSION PURPOSES ONLY Estimated Future Needs (as of Oct 30, 2009)

- 9 - DRAFT FOR DISCUSSION PURPOSES ONLY Guiding Principles for Staff Transition

DRAFT FOR DISCUSSION PURPOSES ONLY Next Steps

DRAFT FOR DISCUSSION PURPOSES ONLY Discussion on Phased Out Delegated Operations

DRAFT FOR DISCUSSION PURPOSES ONLY Imagine if delegated operations were phased out, what would January 1 st look like…  Movement of Wave 1 resources to new or redeployed roles  Communication from CIOs to all IT staff explaining Wave 1 moves and a updates on upcoming waves  Establishment of ITIL training program with Commonwealth trainers trained and ready to go Jan 1:  Input from CIO into how agencies are spending funds for new systems  Confirmation from ANF that CIO has provided input for transfers into UU, or for new expenditures on IT systems prior to ANF approval  CIO provides input into how agencies should take reductions in FY10 (related to 9C) in UU expenditures  New management structure in place  Ability to understand priority of systems and investment needs  Workflow piloted at EEA with lessons learned documented and shared with other SCIOs  H. 2 includes language designating authority to each SCIO for budget approvals  Collaboration between agencies and new colleagues  Change in mission from agency success to secretariat success  Staff working outside traditional silos Staff (M. Desmond/ B. Wooten) Financial Decision Making (K. Luddy) Operations (A. Margulies) Culture (A. Margulies) July 1:  CIO gain approval authority over funds  CIO must approve transfers to UU and for new expenditures on IT systems  CIO must approve any changes in spending once the fiscal year begins