1. Project Kick-off Meeting Presented By: > > > > Office of the Chief Information Officer

2. Agenda Introductions & Opening Comments Purpose Sponsor’s Statement Project Background Project Goals and Objectives Project Scope SDLC Deliverables Project Organization Roles and Responsibilities Project Team Contact Information Detailed Project Planning Next Steps 2

3. Introductions & Opening Comments Welcome Objective of this meeting Round Table introductions –Name –Role on the project –Area of expertise Opening Comments

4. Project Kick-Off Purpose To formally recognize the “official start” of the project Assist project team members, clients, and key stakeholders to attain a common understanding of the project scope, deliverables, roles and estimates timeline

5. Solution Delivery Branch Overview EA – Enterprise Architecture PMO – Project Management Office AD – Application Delivery ESD – Electric Services

6. SDLC: Quick Summary PHASE 4 Support Initiate PHASE 1 Concept RFPRFP Analysis PH. 2 Plan CloseImplementExecuteDesign PHASE 3 Plan Objective CS Assessment of client request Sample Deliverables Business Case Scope Objective PMO & EA review Engage AD Confirm sourcing Approach AS/Ops engagement Sample Deliverables PASR, WO Objective Detailed business analysis AS/Ops engagement Sample Deliverables Draft Transition agreement (TA) BRD Cab Papers Draft RFP Tender Pre-TRA P/PIA Objective Detailed tech. solution design AS/Ops engagement Sample Deliverables Final TA DAD Draft TRA Draft OPM Conversion Plan Security Assessment Revised proj plan Objective Implementation and Transition Sample Deliverables Initial VA Final VA OPM Support plan System Doc Change request Objective Build/configure / test solution Sample Deliverables Final TRA Test plan Cots/Custom solution Objective Handover Project closure Sample Deliverables Closure report Vendor review Lessons learned Plan Objective Confirm scope Charter Detailed plan Risk Assessment Indicates Go no-go Decision point PHASE 5

7. Project Sponsor’s Statement >

8. Project Background >

9. Goals and Objectives >

10. Scope >

11. SDLC Mandatory Deliverables Business Requirements Document (BRD) Pre-Threat Risk Assessment (Pre TRA) Preliminary Privacy Impact Assessment (PPIA) Project Charter Monthly Status Reports Project Plan Implementation Plan Test Plan Others 11

12. Project Organization >

13. High-Level Roles and Responsibilities Project Steering Committee Project Sponsor Project Manager Business User(s) Client Business Experts Delivery Manager Client Services

14. Project Steering Committee Provide overall guidance and strategic direction Promotes success of project Reviews the budget and project plans Reviews and approves Project Scope and Project Scope changes Clears obstacles to progress Provides guidance to deal with Risks and project constraints

15. Project Sponsor Responsible to ensure business objectives will be achieved Provides support from the Department (Business) perspective Promote and maintain focus on the desired project outcome from the point of view of the end-users Ensures Department commitment and communicates project progress to executive management Provides support to the Project Manager Enable project success by ensuring that Scope is managed effectively Chair the Project Steering Committee

16. Project Manager Responsible for the overall success of the project Monitors project on an ongoing basis Leads project team Communicates status and issues to Delivery Manager and Project Steering Committee Ensuring project milestones are on time / on budget Responsible for developing a detailed project plan in accordance with best practices Manage the budget, schedule, resources, etc. Responsible for project reporting (Project Status Report, Project Projections, Project Plan and Risk, Issues Log) Ensure all project documentation is sent to the ISC Responsible for effective Project Change Management Ensure appropriate Test Plans are developed and executed (UAT, Stress Testing, Volume Testing) Manage Transition to Production Ensure compliance to OCIO’s SDLC

17. Business User(s) Involved throughout project (part time or full time) Provides input into detailed project planning Provides knowledge of business processes Engaged in requirements gathering and confirmation Resolves business issues and escalates issues to the Project Manager as needed Performs UAT testing, assists with training and project documentation Become super-users for new solution Develops policies and procedures required for new solution Provides first level of support for new solution

18. Client Business Experts Provides knowledge of business processes Provides input into detailed project planning Engages in requirements gathering and confirmation Resolved business issues and escalates issues to the Project Manager, as needed Develops policies and procedures required for new solution Participates throughout the project life cycle

19. Delivery Manager Responsible for delivery of solution to Client Conduct risk and quality assessments throughout the Project Life cycle Provides guidance and direction to PM’s and facilitates relationship with Client and Project team for duration of project Financial monitoring Monitor progress of project and escalate issues and risks accordingly Ensure project deliverables are in accordance with the SDLC Review status reports for accuracy and quality Maintain communication between stakeholders Brief Solution Delivery Directors on issues / concerns as needed Attend Steering Committee meetings

20. Client Services Responsible for the relationship between client department and the OCIO Responsible for overall relationship with the vendor community and OCIO; Will be engaged with Departmental Executive before any project starts; Work with Departments to develop IT strategic plans, to prioritize departmental requirements for budget preparations and to ensure that service levels are being met Will intervene with departments and the project team on matters relating to project commitment and support; Attend Steering Committee meetings

21. Project Team Contact Information NameRoleemailPhone >

22. Detailed Project Planning Project Kick-off - Successful Vendor –Validate the business case, scope and approach –Complete stakeholder analysis –Complete detailed Project Plan –Prepare project Communications Plan –Complete Project Charter –Obtain all sign-offs / approvals on above from the Client Project Sponsor and OCIO Solution Delivery Director before proceeding with the next phase of the project 22

23. 23 Wrap-up Review Next Steps Questions Thank you Solution Delivery… ….delivering solutions and enabling business transformation.