Project Initiation Meeting Presented By: << Delivery Manager >> << YYYY-MM-DD >> Office of the C

1. Project Initiation MeetingPresented By: << Delivery Manager >><< YYYY-MM-DD >>Office of the Chief Information Officer << DTC >> << Project Name >>

2. Agenda • Introductions / Purpose • Solution Delivery Branch • SDLC Overview • Client Involvement • Branch Involvement • Roles and Responsibilities • Confirm Business Case and Scope • Project Approach • Next Steps 2

3. Introductions • Welcome • Purpose of this meeting • Round Table introductions • Name • Area of expertise 3

4. Purpose of This Meeting Provide insight into the Solution Delivery Branch Confirm Business Case and Scope Agree on Problem Statement Provide overview on Project Approach 4

5. Solution Delivery Branch EA – Enterprise Architecture PMO – Project Management Office AD – Application Delivery ESD – Electronic Services Delivery GIS – Geographic / Geospatial Information System

6. Solution Delivery Vision “To enable the successful delivery of innovative, supportable technology-based business solutions for our clients by providing vision, thought leadership and strategic investment.” 6

7. Natalie Templeman Executive Director (Acting) Jack Balram Director of PMO Jamie Hutchings Director of Enterprise Architecture Vacant Director of Application Delivery Linda Sloan Director of Application Delivery Solution Delivery Organization 7

8. SDLC: Quick Summary • Plan Objective • Confirm scope - Communication Plan • Project Charter - Kickoff • Detailed plan - Checklist • Risk Assessment - Stakeholder Analysis Indicates Go / No-Go Decision Point PH. 2 PHASE 1 PHASE 3 PHASE 4 PHASE 5 Concept Initiate Analysis Design Execute Implement Close Support RFP Plan Plan • Objective • Build/configure / test solution • Sample Deliverables • Final TRA • Test Plan • Cots/Custom Solution • DR Checklist • Client Acceptance • UAT Plan • Data Migration Plan • Implementation Plan • Post Implementation Support Plan • Training Plan • Objective • Handover • Project Closure • Sample Deliverables • Closure Report • Vendor Review • Lessons Learned • Objective • Implementation and Transition • Sample Deliverables • VA • OPM • Support Plan • System Doc • Change Request • Application Build Book • Database Build Book • COA • Go Live Communication • RFC • Server Build Book • Source Code • Service Desk Support Guide • Objective • CS Assessment of client request • Sample Deliverables • Business Case • Preliminary Scope • FISA • Objective • PMO & EA review • Engage AD • Confirm sourcing approach • AS/Ops Engagement • Sample Deliverables • PID • PRO, WO’ • Initiation Presentation • Objective • Detailed business analysis • AS/Ops Engagement • Sample Deliverables • Draft Transition Agreement (TA) • BRD • Approval 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 Design Review • Revised Project Plan 8 8

9. Client Involvement PHASE 1 PHASE 3 PHASE 4 PHASE 2 Concept Initiate Analysis Design Execute Implement Close Support PHASE 5 Plan Level of Client Engagement High Low Project Steering Committee Business Users (Project Team) End Users Project Sponsor 9

10. Client Involvement 10

11. SDLC: Branch Involvement PHASE 1 PHASE 3 PHASE 4 PHASE 2 Concept Initiate Analysis Design Execute Implement Close Support PHASE 5 Plan Level of Branch Engagement H L AD/EA/PMO AS/Ops CS Client Service (CS) Information Management / Protection 11

12. High-Level Roles and Responsibilities • Project Steering Committee • Project Sponsor • Business User(s) 12

13. Project Steering Committee • Provide overall guidance and strategic direction • Promotes success of project • Reviews the budget and project plans • Reviews and approves Project Scope changes • Clears obstacles to progress • Provides guidance to deal with Risks and project constraints 13

14. 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 Project Steering Committee (assigned delegate) 14

15. 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 15

16. Confirm Business Case & Scope • << Review and confirm the business case, scope, and/or problem statement for this project. This information comes from the PID. >> 16 16

17. Overview on Project Approach << Customize this slide for this project >> • PASR / Work-Offer / RFP • Project Kick-off • Detailed Project Plan 17

18. 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 18

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