1. Adjusting EPLC to your Project Colleen Robinson & Teresa Kinley Friday, February 6, 2009

2. 2 Agenda Overview Purpose Tailoring the EPLC Best Practices Guidance and Support Summary Questions and Answers 2

3. 3 Overview EPLC organizes the activities, deliverables and governance reviews into ten life cycle phases EPLC provides a project and product management methodology that guides activities of the project manager, business owners, critical partners, and IT governance executives Project managers are responsible for proposing any tailoring they believe is appropriate for the success of their project

4. 4 Tailoring EPLC All projects require adequate documentation and deliverables to ensure they are progressing appropriately in meeting the business need Essential element of EPLC is ability to tailor requirements to the specific needs of the project Tailoring consists of waiving particular life cycle phases, activities, deliverables or reviews through formal request and approval process (i.e. Project Process Agreement) EPLC does not preclude CDC from requiring more rigor, if needed.

5. 5 Not everything can be tailored Fundamental elements that can never be removed from EPLC Framework through tailoring include: Identifying the business need Documenting correct, clear, and adequate functional and non-functional requirements Following processes that ensure the system will be able to operate within the as- is and/or target enterprise architecture Adequate IT solution testing Appropriate operations and maintenance documentation

6. 6 To what level this rigor is applied is at the discretion of the project manager The following best practices are recommended for adjusting the EPLC to fit your project: Best Practices Risk – The more risk and investment or project has, the more project documentation and management rigor may be required. Complexity – The more complex an investment or project is, the more project documentation and management rigor may be required. Dollars/Budget – The greater an investment or project budget, or the more dollars at risk, the more documentation and management rigor may be required.

7. 7 Framework elements that provide for “corporate knowledge” or continuity over time or during team turnover are candidates for tailoring if the schedule is short enough to lower those risks. Framework elements that mitigate low-level risks are candidates for tailoring. Tasks and deliverables provided under performance-based contracts are candidates for tailoring if they mitigate risk Evaluation Factors for Tailoring As cost decreases, framework elements that mitigate cost risk or that are relatively inexpensive are candidates for tailoring. Cost Risk Acquisition Strategy Schedule Methodology Choice of methodology used is likely to affect the iterative nature of the framework elements

8. 8 Options for Tailoring Acceleration May speed up the process by skipping a phase such as Initiation for mandated projects. Consolidation May combine multiple phases into one, such as the requirements and design phases Deferral May keep moving from phase to phase Tailoring may be more appropriate for smaller projects.

9. 9 How to Tailor Project Process Agreement template available in the CDC UP http://www2.cdc.gov/cdcup/library/templates/default.htm 1.During the project planning evaluate the requirements of the project against the EPLC Framework 2.Prepare Project Process Agreement deliverable describing the tailoring that is needed (if any) and the justification for the request 3.Present as a part of the deliverables “package” for review by the Critical Partners for the Project Baseline Stage Gate Review 4.Critical Partner recommendations will be presented to the appropriate IR Governance body for review and approval 5.Modify if needed based upon recommendations from the IR Governance organization 6.Follow the approved process

10. 10 How to Tailor Project Process Agreement template available in the CDC UP http://www2.cdc.gov/cdcup/library/templates/default.htm

11. 11 How to Tailor Project Process Agreement template available in the CDC UP http://www2.cdc.gov/cdcup/library/templates/default.htm

12. 12 How to Tailor Project Process Agreement template available in the CDC UP http://www2.cdc.gov/cdcup/library/templates/default.htm 1.During the project planning evaluate the requirements of the project against the EPLC Framework 2.Prepare Project Process Agreement deliverable describing the tailoring that is needed (if any) and the justification for the request 3.Present as a part of the deliverables “package” for review by the Critical Partners for the Project Baseline Stage Gate Review 4.Critical Partner recommendations will be presented to the appropriate IR Governance body for review and approval 5.Modify if needed based upon recommendations from the IR Governance organization 6.Follow the approved process

13. 13 Review – Appropriate IR Governance Body Where the stage gate is reviewed

14. 14 How to Tailor Project Process Agreement template available in the CDC UP http://www2.cdc.gov/cdcup/library/templates/default.htm 1.During the project planning evaluate the requirements of the project against the EPLC Framework 2.Prepare Project Process Agreement deliverable describing the tailoring that is needed (if any) and the justification for the request 3.Present as a part of the deliverables “package” for review by the Critical Partners for the Project Baseline Stage Gate Review 4.Critical Partner recommendations will be presented to the appropriate IR Governance body for review and approval 5.Modify if needed based upon recommendations from the IR Governance organization 6.Follow the approved process

15. 15 EPLC Guidance and Support Assess Criteria Check Lists Practice s Guides Templates Web Sites Guidanc e & Support Process Guides Implementation of the EPLC framework will require significant training and guidance for the entire IT investment stakeholder community. In addition to training programs, EPLC framework guidance and support will be provided via the following methods:

16. 16 Summary 1.EPLC is the IT project management requirement at HHS 2.Can tailor but must meet minimum requirements 3.Apply critical factors when tailoring 4.Project Manager submits a Project Process Agreement Justification for the tailoring Specific elements to be consolidated or waived 5.IT Governance must approve the Project Process Agreement 6.Project Manager follows approved variance

17. 17 Questions & Answers