<< DTC >> << Project Name >> Project Initiation Meeting Presented By: << Delivery Manager >> << YYYY-MM-DD >> Office of the Chief Information Officer << DTC >> << Project Name >>

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

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

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 4

Solution Delivery Branch Overview EA PMO Projects (AD) ESD / Client Projects Corporate and GIS EA – Enterprise Architecture PMO – Project Management Office AD – Application Delivery

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.” 6

Solution Delivery Organization 7

SDLC: Overview SDLC – System Development Life Cycle S 8 Support Plan Objective Confirm scope Charter Detailed plan Risk Assessment Indicates Go no-go Decision point PHASE 4 Support Initiate PHASE 1 Concept RFP Analysis PH. 2 Plan Close Implement Execute Design PHASE 3 PHASE 5 Objective CS Assessment of client request Objective PMO & EA review Engage AD Confirm sourcing Approach AS/Ops engagement Objective Detailed business analysis AS/Ops engagement Objective Detailed tech. solution design AS/Ops engagement Objective Build/configure / test solution Objective Implementation and Transition Objective Handover Project closure SDLC – System Development Life Cycle 8

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

Client Involvement 10

Information Management / Protection SDLC: Branch Involvement PHASE 4 Support Initiate PHASE 1 Concept Analysis PHASE 2 Plan Close Implement Execute Design PHASE 3 PHASE 5 Level of Branch Engagement H CS AD/EA/PMO AS/Ops L Client Service (CS) Information Management / Protection 11

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

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

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

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

Confirm Business Case & Scope << Review and confirm the business case, scope, and/or problem statement for this project. This information comes from the PID. >> 16

Overview on Project Approach << Customize this slide for this project >> PASR / Work-Offer / RFP Project Kick-off Detailed Project Plan 17

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

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