1. 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. - 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

3. We Are Here

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

6. - 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. - 7 - DRAFT FOR DISCUSSION PURPOSES ONLY Current State Findings from Change Impact Assessment

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

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

10. - 10 - DRAFT FOR DISCUSSION PURPOSES ONLY Next Steps

11. - 11 - DRAFT FOR DISCUSSION PURPOSES ONLY Discussion on Phased Out Delegated Operations

12. - 12 - 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