Lifecycle Management Work Group Moving Toward Geospatial Portfolio Management Tuesday, August 04, 2009

2 Session Purpose Provide brief update and answer Coordination Group (CG) questions on Lifecycle Work Group activities and progress Obtain CG feedback on Proposed reorganization of the current A-16 theme structure and definitions  Validate theme organization  Review approach and validate outcomes Process and scope for stakeholder review of proposed themes and associated datasets Additional stakeholder sessions to discuss lifecycle stages, roles & responsibilities, and maturity assessment tools Options for dataset walk through prior to validation of proposed themes and associated datasets Candidates for prototyping roles and responsibilities outlined in the A-16 Supplemental Guidance - with ROI in mind

3 Vision, Approach and Outcomes Attain a shift in Federal Enterprise focus from individual geospatial development efforts in agencies/business units to meeting government-wide demands/needs of the customers Develop tools, approaches and governance to encourage new behaviors for optimization of both enterprise as well as agency/business objectives with built in decision rights and accountability Tie data portfolio into overall geospatial asset portfolio management which includes data, funding, infrastructure, personnel, hardware, software, applications, services and products Intended outcome One Government-One Team (Federal, State, and Local) Geospatial data as a strategic asset managed as a portfolio Improved policy development, program decisions and business outcomes Increased ROI: dollars and business support

4 Premise Need for leadership, building and maintaining strong leadership Envision 80% development & governance accomplished through specific themes/communities; 20% being driven centrally A significant portion of portfolio management focusing on adding value to business level to meet stakeholder requirements Need synergy at both the business level and the enterprise level to achieve integrated solutions and increased ROI benefiting from economies of scale

5 Complexity / Maturity 5 Portfolio Management From Project to Portfolio Management Projects Done Right Right Projects Done Project Management Performance Management Portfolio Management Getting The Intended Benefits Activities Underway Validating stages of lifecycle & benchmarks – develop dashboards Walking datasets through the lifecycle stages – 4 completed, more to come Identifying Management Practices from walk through – many identified, 2 being developed Activities Underway Identifying benchmarks by lifecycle stage Creating performance dashboards Inserting walk through results to dashboards Framing a maturity model Creating Management Practice rating criteria and summary sheets Activities Underway Proposing candidate themes based on A-16 principles Talking with current theme managers re: prototyping A-16 roles and responsibilities Identifying and documenting Management Practices Creating portfolio dashboards Harmonizing management Portfolio Management Activities Strategic Alignment Gaps/Redundancies Identified Capability Based Planning Risk Management Enterprise Budgeting Etc. Performance Management Activities Baseline Performance Estimates Performance Indicators / Measures Performance Metrics Dashboard Reporting Etc. Project Management Activities Baseline Cost Estimates Scope Management Time Management Quality Management Risk Management Etc.

6 Lifecycle Stages - Walk Through Outcomes

7 Management Practices Identify Evaluate Rank Implement Share Maturity Model

8 Moving Toward Portfolio Management OMB Circular A-16 Appendix E identified 34 themes September 2008 data call resulted in approx. 140 “nationally significant” datasets under these themes In May 2009, a small group evaluated the A-16 framework against the principles and other existing geospatial organizational frameworks Participants from: DOD, EPA, FGDC, GSA, Census, NOAA, USGS Facilitated by: Ken Shaffer (FGDC) The goal was to collaboratively consider options for re- organizing OMB Circular A-16 themes and associated datasets

9 Creating Geospatial Themes Process: The group conducted a brainstorming exercise to organize themes Map themes to multiple frameworks including ISO, A-16, The National Map, GIS for the Nation, GOS Communities, DHS Feature Base, HSPD-7, and TIGER Applied the geospatial data principles (from A-16 Supplemental Guidance) to evaluated this initial list of themes, identified “no brainers”, and discussed organizational options for the remaining themes Results: A list of potential new themes and definitions

10 Organization of Datasets by Themes – Example Boundaries (DRAFT) Boundaries Estuarine and Marine Reserves DOC-NOAA Voting District Boundaries DOC-Census Statistical Area Boundaries (tracts, blocks, UAs, CDPs, etc) DOC-Census State (+ Territories) Boundaries DOC-Census School District Boundaries DOC-Census Metropolitan/micropolitan area boundaries DOC-Census FIPS/ANSI codes for states,counties, congressional districts & metro/micropolitan areas DOC-Census County, place, MCD Boundaries DOC-Census Congressional District Boundaries DOC-Census AIR, ANVSA, Hawaiian Homelands Boundaries DOC-Census Territorial Sea DOC-NOAA Contiguous Zone DOC-NOAA Sanctuaries DOC-NOAA Continental Shelf Boundary Data DOI-MMS Enterprise Zones, Empowerment Communities, Revitalization Areas, Qualified Census Tracts, etc. (census geography based) HUD-Policy Development & Research Assisted Housing (census geography or point-based) see HUD-Policy Development & Research Exclusive Economic Zone DOI-MMS and DOC-NOAA

11 Proposed New Organization of A-16 Themes Geology Imagery Land Use-Land Cover Structures & Facilities * Transportation Utilities & Communications * Water – Inland Water – Oceans & Coasts *Framework working session participants flagged this theme as “needing further discussion” Agriculture & Food * Biology Boundaries Cadastre Climate and Weather Cultural & Demographic Statistics * Cultural Resources Elevation Geodetic Control

12 Coordination of A-16 Themes The A-16 Supplemental Guidance discusses an approach for coordinating datasets within and across themes A theme manager is a person designated for each theme per the A-16 Supplemental Guidance Nationally significant datasets are defined in the A-16 Supplemental Guidance A theme manager is responsible for working with theme stakeholders to identify specific datasets they consider “nationally significant” A process for adopting dataset recommendations is found in the A- 16 Supplemental Guidance

13 Potential A-16 Reorganization – Review Proposal Existing Agencies with A-16 responsibilities 10 FGDC Sub-Committee Chairs Agency Geospatial Committees (DOI EGIM, EPA GIS Work Group Steering Committee, etc.) Agency Enterprise Architecture Work Groups Others?

14 Linking Dataset Assessments to Maturity Models

15 Complexity / Maturity 15 Portfolio Management From Project to Portfolio Management Projects Done Right Right Projects Done Project Management Performance Management Portfolio Management Getting The Intended Benefits Recommendations for Proceeding Continue walking datasets through lifecycle Develop consistent evaluations process and tools Continue development of Management Practices tools & dashboards Recommendations for Proceeding Test benchmarking & develop stage assessment tool Develop Management Practices dashboard and tools Complete maturity model Identify performance metric gaps Evaluate efficiency using ROI methods Stakeholder sessions on lifecycle stages, roles & responsibilities, and dashboards Recommendations for Proceeding Stakeholder review of proposed themes and associated datasets Stakeholder sessions on lifecycle stages, roles & responsibilities, and dashboards Prototype roles & responsibilities in Supplemental Guidance with ROI Assess & recommend policy development Portfolio Management Activities Strategic Alignment Gaps/Redundancies Identified Capability Based Planning Rish Management Enterprise Budgeting Etc. Performance Management Activities Baseline Performance Estimates Performance Indicators / Measures Performance Metrics Dashboard Reporting Etc. Project Management Activities Baseline Cost Estimates Scope Management Time Management Quality Management Risk Management Etc.

16 Discussion & Questions