Transcript LBNL Project Management Training Series

LBNL Enterprise Computing
LBNL Enterprise Computing (EC)
January 2003
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LBNL Project Management Strategy
• Strengthen partnership between technical and functional
organizations
• Undertake projects with Lab-wide perspective
• Ensure wide participation by the Laboratory user community
• Establish project charters as prerequisite for project initiation
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From Strategy To Projects
Strategy
Integrated
Project
Management
Office
Influence
Purpose
Programs
Benefits
Reviews
Projects
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Project Related Endeavors
• Strategy – A framework guiding those choices that determine the
nature and direction to attain an objective through programs and
projects within an organization
• Program – Consists of a group of projects supporting broad,
general goals and managed in a coordinated way so as to achieve a
set of defined objectives, giving effect to various (and often
overlapping) initiatives and/or implementing a strategy.
• Subproject – A distinct group of activities that comprise their own
project which in turn is a part of a larger project.
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EC Project Structure
Project Sponsor
Project Director
Project Steering
Committee
Project Manager
Project Team
Internal Audit
IT Technical
Specialists
As of 1/2/03
End User
Business
Specialists
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EC Project Oversight
Program Sponsor
Integrated Project
Management Office
Enterprise Computing
Program
CIO
ECSC
Program Coordinator
Project Sponsor
Project Team
Project Director
Project Steering
Committee
Project Manager
Internal Audit
IT Technical
Specialists
As of 1/2/03
End User
Business
Specialists
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EC Program Structure
Program Sponsor
Integrated Project
Management Office
Enterprise Computing
Program
CIO
ECSC
Program Coordinator
Chemical Inventory
Project Director
Robin Wendt
Project Steering
Committee
Project X
Project Sponsor
Project Manager
Steve Abraham
BLIS
Project Director
Diana Brown
Project Steering
Committee
Project Sponsor
Project Manager
TBD
Internal Audit
IT Technical
Specialists
As of 1/2/03
End User
Project Y
Business
Specialists
Internal Audit
IT Technical
Specialists
End User
Business
Specialists
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EC Roles and Responsibilities
Program Sponsor:
• Approves Enterprise Computing Program Plan
• Approves Program-sponsored project priority list
• Allocates annual Program-sponsored project
budget
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EC Roles and Responsibilities
Program CIO:
• Chair of Enterprise Computing Steering Committee
(ECSC) – makes recommendations to Program Sponsor
• Formal liaison to Program Sponsor
• Responsible for Enterprise Computing Program’s success
• With guidance from ECSC, appoints Project Directors
• Establishes methodology and reporting requirements for
Program-sponsored projects
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EC Roles and Responsibilities
Enterprise Computing Steering Committee (ECSC):
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Joint authors/owners of Enterprise Computing Program Plan
Prioritizes Enterprise Computing projects
Reviews budget requests for Program-sponsored projects
Reviews and approves Program-sponsored project
steering committee memberships
• Reviews and approves Program-sponsored project plans
• Holds quarterly meetings to review EC project status
• Makes strategic decisions impacting EC projects
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EC Roles and Responsibilities
Project Sponsor:
• Senior manager of a business area
• Submits budget requests for Program-sponsored projects
• Articulates the vision, benefits and meaning of changes to the
business operation at high level
• Member of the project steering committee
• With Program Coordinator concurrence, recommends Project
Director candidates to CIO
• Provides leadership to implement best business practices
imbedded in the standard software
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EC Roles and Responsibilities
Program Coordinator:
• Executive Program Manager
• Responsible for maintaining Program/Project methodology
• Information manager for Program and all Program-sponsored
projects
• Ensures quality and consistency of management of Programsponsored projects
• Assists project directors with administration of projects (budget,
scope, schedules)
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EC Roles and Responsibilities
Integrated Project Management Office:
• Acts as a resource to provide Program and project
management assistance and training
• Reviews project charters/plans in Program context
• Works with Program Coordinator to ensure quality
management of Program-sponsored projects
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EC Roles and Responsibilities
Project Steering Committee:
• Selected from the functional and technical areas impacted by
the project
• Serves as the project change control board to provide
oversight on scope/budget/schedule
• Provides oversight to minimize software customization and
changes to original project scope
• Removes barriers
• Advises Project Director
• Provides formal end user representation
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EC Roles and Responsibilities
Internal Audit:
• Supports the project team in identifying internal controls
• Acts as control consultant, not decision maker
• Exercises independence in system development review
• Provides recommendations for operational improvements
• Communicates audit opinions to, and receives timely
dispositions from the Project Manager, Project Director, and
Project Steering Committee
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EC Roles and Responsibilities
Project Director:
• Senior Manager with authority for project execution
• Held accountable for project success and has the metrics to
measure the success
• Reports project progress to the CIO
• Works with Project Steering Committee to document and maintain
project change control
• Responsible for minimizing customization
• Negotiates resolution of cross functional issues
• Ensures wide project participation from the user community,
including establishing user focus groups with formal
representatives from scientific divisions
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EC Roles and Responsibilities
Project Manager:
• Recommended by the Project Director and the Program
Coordinator with concurrence of the project steering committee,
and is appointed by the CIO and his/her respective line manager
• Develops and drives the execution of the overall project
plan
• Manages the project team
• Ensures project is compliant with appropriate standards
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EC Roles and Responsibilities
EC Roles and Responsibilities
IT Technical Specialist:
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Provides technical expertise
Conducts feasibility studies
Provides estimates to Project Plan
Performs data modeling and analysis
Performs development programming and unit/system testing
Performs deployment to production
Adheres to technical standards
Provides and maintains technical documentation
Supports business specialists in developing and conducting
training and materials
• Supports technology-driven process re-engineering efforts
• Supports enhancements to existing infrastructure
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EC Roles and Responsibilities
EC Roles and Responsibilities
End User:
• Represents constituents and serves as communication
conduit
• Participates in requirements definition
• Reviews requirements for clarity
• Participates in training, testing and acceptance
• Member of the deployment team
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EC Roles and Responsibilities
EC Roles and Responsibilities
Business Specialist:
• Serves as subject matter expert
• Works with end users to address requirements
• Establishes functional requirements with concurrence from
end user representatives
• Identify business procedures that must change and adopt
best practices
• Responsible for testing and quality assessment
• Develops and conducts training with assistance from IT
Technical Specialists
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Enterprise Computing Program Methodology
Initiation
Project
Request
Project
Sponsor/Director
ECSC
Prioritization
&
Approval
Planning
Project
Charter
ABBA
ECSC
Review
&
CIO
Approval
Project Director
Project Manager
Project
Management Team
Execution/Control
ECSC
Review
&
CIO
Approval
Project
Change Management
Risk Management
Status Reporting
Project Team
ABBA – Activity Based Budget Authorization
Project
Plan
Communication
Plan
Closeout
End
Deliverables
Review
&
Approval
Lessons
Learned
ROI
Post
Review
ECSC Project Initiation
• Project Request
— Includes return on investment (ROI) estimate
— Business case analysis (BCA)
— Submitted by Project Sponsor (Business Area Manager)
• ECSC Review & Approval
— Requests prioritized
— Funded based on annual allocation by Program Sponsor
— CIO presents prioritized list to Program Sponsor for acceptance
— Project Charter developed after request approval
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ECSC Project Planning
• Approved charter authorizes project planning process
• Project Plan
— Work breakdown structure (WBS)
— Schedule
— Budget
— Communication Plan
— Risk Management Plan
— Resource Assignments
— Change Management Plan
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ECSC Project Planning
• Project Plan
— Reviewed by Program Coordinator and IPMO prior to
submission
— Presented by Project Director for ECSC review
— Approved by CIO as Chair of ECSC and Program Coordinator
• Approved plan authorizes project execution / control and released
project budget
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ECSC Project Execution and Control
• Project Change Management
• Risk Management
• Status and progress reporting
— Monthly updates to CIO / Program Coordinator
— Quarterly to ECSC
• Issues / Action Items log
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ECSC Project Close
• End deliverables review and acceptance
— Project Sponsor
— CIO / ECSC
• Close-out post implementation
— Lessons learned
— Business case analysis (ROI) follow up
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