1. State Technology Approval Reform Project (STAR) Kick-off Event April 11, 2014

2. Master of Ceremonies Glenn Stephens

3. Carlos Ramos, Director California Department of Technology Scene 1: Opening Remarks

4. Martin Hoshino Undersecretary of Operations Department of Corrections Scene 2: Keynote Speaker

5. Gretchen Hernandez Deputy Agency Information Officer Health and Human Services Agency Scene 3: Guest Speaker

6. Tony Perez Undersecretary California Government Operations Agency Scene 4: Guest Speaker

7. On with the show … Act II: Meet the Team Act III: Project 411 Act IV: Policy and Procedure Act V: Almost a Wrap

8. Act II: Meet the Team Scene 1: Department of Technology Team Members Scene 2: State Entity Team Members

9. Andrea Hoffman STAR Project Manager

10. Act III: Project 411 Project Mission Project Goals and Benefits Project Organization and Sub-Teams Expectations and Commitment

11. Scene 1: Project Mission Transform the IT project approval process to improve the planning, quality, value and likelihood of success for technology projects being undertaken by the State of California.

12. Scene 2: Project Goals and Benefits Create an Efficient and Effective Process Reduce Project Risk Build Collaborative Partnerships Improve Project Success Define Project Data Needs Improve Project Approval Integrity

13. Scene 3: Project Organization

14. Scene 3: Sub-Teams Procurement Policy & Procedure Project Management Data Analysis Training Change Management Communications

15. Scene 4: Expectations and Commitment PROVIDEPROVIDE OSITIVE ESPECT PPORTUNITY ALUE ADDED NPUT IVERSITY NCOURAGE VALUEVALUE IEWPOINT CCOUNTABLE EARNING NDERSTANDING ND GOAL

16. ACT IV: Policy and Procedure

17. Patrick Dennis Policy and Procedure, Lead

18. Scene 1: Development Framework Stage 1 Business Analysis Sponsors/StakeholdersProgram BackgroundBusiness DriversProblem/OpportunityObjectivesStrategic Alignment Organizational Readiness Stage 2 Alternatives Analysis Baseline Processes/Systems Stakeholder Requirements Alternative SolutionsRecommended Solution Enterprise Architecture Align. Acquisition Strategy Stage 3 Procurement Analysis Solution Requirements Request for Proposal (RFP) Development Stage 4 Solution Analysis RFP SolicitationVendor SelectionCost/Benefits AnalysisProject ReadinessBaseline Resource PlanBaseline Schedule Automated Data Collection Tool Implementation Analysis Final Report Analysis Project Execution Release 1Future Effort Budget Cycle Oversight

19. Scene 1: Development Approach Policy and Procedures based on the Stage Gate Model Include members from most Agencies and State Entities Approval models (tracks) based on project RISK and BUSINESS VALUE to determine rigor applied in each stage

20. Scene 1: Approach (cont.) Opportunities for engagement will be identified and implemented Build collaborative partnerships Focus on providing value at the right time in the process Develop processes that support project funding requests and align with the budget cycle and Federal processes. Analysis sessions include educational component

21. Scene 1: Approach (cont.) New project approval lifecycle will: Not be “once size fits all” Request the right information at the right time Apply the right amount of rigor based on each initiative’s Risk and Business Value Implement scalable procurement options Align oversight framework with new project approval lifecycle

22. Scene 2: Timeline

23. High Level Project Timeline MilestoneTarget Completion Project Kickoff Meeting April 2014 Project Initiation April 2014 Policy and Procedure Analysis Phase August 2014 Policy Release (Technology Letter)  Stage/Gate 1 Revisions  Stage/Gate 2 December 2014 Comprehensive Training and Outreach Period January 2015 – February 2016 Pilot Test Project(s) January 2015 – December 2015 Stage/Gate 1-2 Policy Refinement January 2015 – June 2015 Policy Release (Technology Letter)  Stage/Gate 3  Stage/Gate 4 June 2015 Stage/Gate 1-2 Policy Effective July 2015 Stage/Gate 3-4 Policy Refinement July 2015 – December 2015 Stage/Gate 3-4 Policy Effective December 2015 Transition to Maintenance and Operations March 2016 Release 1 Project End DateMarch 2016

24. Scene 3: Guiding Principles Create a flexible, nimble and repeatable process Create a consistent and dependable process that aligns with procurement and the budget cycle Create a seamless transition for projects underway that fall between the existing process and the re-engineered process

25. Scene 3: Guiding Principles (Cont.) Collect the right information at the right time to remove redundant or duplicative requests Create reusable tools that can be leveraged by State Entities for non-reportable projects Create a transparent approval process to provide efficient, effective and consistent feedback

26. Act V: Almost a Wrap Project Status Next Steps Future Acts and Information Questions and Answers Closing Act

27. Scene 1: Project Status What’s Done! Initiation Phase Project Structure & Reporting Roles and Responsibilities Team Recruitment & Resourcing Timeline with Key Milestones Marketing & Outreach – Presentation Updates – Website – Email – Logo (branding)

28. Scene 2: April Next Steps Initiate Analysis and Planning Phase External Team Member Onboarding Policy and Procedure Approach (update) Begin Analysis Sessions (April 15) Project Charter Project Management Plan Schedule

29. Scene 3: Future Acts and Information Email: STAR@state.ca.gov Website: http://marketing.otech.ca.gov/starSTAR@state.ca.govhttp://marketing.otech.ca.gov/star Andrea Hoffman (Project Manager) andrea.hoffman@state.ca.gov andrea.hoffman@state.ca.gov Patrick Dennis (Policy and Procedure Lead) patrick.dennis@state.ca.gov patrick.dennis@state.ca.gov Alicia Wong (Communications and Outreach Lead) alicia.wong@state.ca.gov alicia.wong@state.ca.gov Coming Soon: STAR at the Project Delivery Summit June 2014

30. Scene 4: Questions and Answers

31. Scene 5: Closing Act Andrea Wallin-Rohmann Chief Deputy Director, Policy California Department of Technology

32. Executive Sponsors Marybel Batjer Government Operations Agency Carlos Ramos Department of Technology Sponsor Andrea Wallin-Rohmann Department of Technology Project Director Rebecca Stilling Department of Technology Project Manager Andrea Hoffman Department of Technology Policy and Procedure, Lead Patrick Dennis Department of Technology Risk Manager Okay Onwuli Department of Technology Communications, Outreach and Marketing, Lead Alicia Wong Department Of Technology Statewide Technology Procurement, Lead Tiffany Angulo Department of Technology Data Analysis, Lead Debra Connick Department of Technology IT Project Oversight and Consulting Leadership Team Debi Jackson Department of Technology Francisco Lujano Department of Technology Lisa Murphy Department of Technology Team Members Laura Askins Department of Technology Manveer Bola Department of Technology Ben Bonte Department of Industrial Relations Steve Bonta California Energy Commission Shivani Bose Department of Technology David Chase Department of Housing and Community Development Alex Chin Department of Technology Julie Cola-Martino Department of Corrections and Rehabilitation Michelle Colon Department of Technology Kimberly Crabtree Department of Technology Susan Davis-James Department of Finance Mary DiPietro Department of Technology Ulrike Elder Employment Development Department Augustine Emodi Department of Technology Jack Gibbons Department of Technology Steve Grogan Air Resources Board Sergio Gutierrez California Environmental Protection Agency Catherine Hendon Department of State Hospitals Gretchen Hernandez Health and Human Services Agency Linh Hong Department of Technology Anthony Juarez Department of Technology Delphin Kyubwa Department of Technology Elliott Mandell Department of Technology Richard McClanahan Department of Technology Jacquelyn Moore Department of Transportation Subbarao Mupparaju Department of Technology Shawn Nguyen Department of Technology Ken Okuhara Department of Technology Becky Pipoly Department of Developmental Services Ann Richardson Department of Technology Derek Salabar Employment Development Department Robert Schmidt Department of Food and Agriculture Mary Smith Department of Water Resources Glenn Stephens Department of Technology Michael Todd Department of Technology Alexandra Tran Department of Technology John Wood Victim Compensation and Government Claims Board