1. Massachusetts Office of Information Technology Executive Office for Administration and Finance Business Planning Working Session March 2015

2. 6/12/20162 Agenda Line of Business(LOB) Unit Codes and Structure – Walter Review Business Plan Template and Changes to the Template – Sections 1, 2, 3, 4, 7, 8,10 -- Lou – Sections 5, 6, 9, -- Walter Business Planning and Chargeback Rate Schedule Target Dates - Lou Service Roadmaps - Lou

3. 6/12/20163 What’s New Business Planning Template Changes Sections 3.1 and 3.2 - We removed the note; Identify if technology will reside at the Springfield Data Center, Massachusetts Information Technology Center, or Both by labeling "SDC", "MITC", or "Both" Section 5.1 – Request for Staff Vacancy Form has been removed. All staffing requests must be added to the “Staff Vacancies” tab in the Finance spreadsheet Section 5.1 – New Tab in the Finance Spreadsheet for “Professional Services” Sections 5.1 and 5.2 - It is crucial that all requests for NEW funding MUST be included in both the Finance spreadsheet and in Section 5.2 Funding Sources. A line item for each request must be included in the 5.2 table Section 9 - Example provided is for MANUAL data feeds only All assets for products must be updated in the asset management system. If you have any questions or need to schedule a meeting, please send an email to the asset management DL (ITD- DL - Asset Management), Attention Loretta Hsu(ITD- DL - Asset Management)

4. Business Planning WIKI Pages MassIT Business and Financial Planning – Unit Codes Unit Codes – Business Plan Example Business Plan Example MassIT – New Proposed Services 6/12/20164

5. Business Planning Expectations: Product Managers annually produce Business Plans describing each MassIT Service offering, identifying its estimated costs. The estimated costs and projected billable units for each Service provide critical input into calculating the upcoming year’s chargeback rates. The upcoming years organizational budget is an output from the Business Plan process. Inaccurate information in the Business Plans will lead to inaccurate chargeback rates and operating budgets, which could bring significant financial issues 6/12/20165

6. Business Planning The Finance Group has updated the Financial & Sales Sections of the Business Plan. Section 5.1 Forecasted Expenditures – Direct Costs Section 5.3 Infrastructure Changes – Indirect Costs Section 6.1 Detailed Sales Projection Data Business plan status reports will be sent out to business owners and management each Friday in March If Business Plans are completed prior to the March 31 deadline, send an email to the; MassIT Business Planning Team, once the email is received, The Finance Group will start the rate setting process for that Service Business Planning Team No updates will be allowed to the Business Plans after March 31. Business Plans will be locked down on this date Product and Service Catalog Definition updates are available to be updated in Section 7. Linda Kelly will schedule a meeting with Product Managers. 6/12/20166

7. 7 Service Roadmaps Service Roadmaps must be maintained. Business plans should align with current year roadmaps. As the strategy changes, update the Roadmap If you have been assigned a task under the MassIT FY15 Goals, Measures and Actions, you must add it to your Roadmap. If current Roadmap goals can’t be met in year 1, move them out to year 2 or 3Goals, Measures and Actions When adding new technology or upgrading HW/SW provide a reason why you’re performing the upgrade If you use acronyms, be sure to explain them on the first reference Identify End of Life Hardware and provide estimated annual refresh costs MassIT Portfolio Management Service Roadmaps

8. The “FY16 Business Planning” project has been added to your Clarity Timesheet – Please make sure, time spent on FY16 Business Planning is charged accordingly. Business Planning Recap of Target Dates Questions 6/12/20168