Transcript MANAGEMENT FORUM Jim Krupnick July 14, 2009 Chief Operating Officer

MANAGEMENT FORUM
Jim Krupnick
Chief Operating Officer
July 14, 2009
Topics
1. Upward Review
2. Mission Readiness
3. Break
4. Forum Future
5. Questions
Lawrence Berkeley Laboratory Upward Review
Lawrence Berkeley Laboratory Upward Review
4.0
4.0
4.0
4.0
4.0
• Comments?
What is Mission Readiness?
Mission readiness is defined as the ability of existing
facilities and infrastructure to enable delivery of the
science mission.
LBNL Infrastructure is driven by
DOE Mission
LBNL
Science
Strategy
DOE Mission
and Goals
LBNL
Infrastructure
and Maintenance
Mission Readiness Peer Review
Lawrence Berkeley National Laboratory
29 June – July 2, 2009
Lynn Eberhardt
Chuck Mann
Keith McClanahan
Liam Robinson
Jeff Smith John Wald
(ORNL) - Team Lead
(SLAC)
(Consultant)
(SLAC)
(ORNL) - COO Participant
(PNNL)
Approx. 20 observers, including 3 COO’s
Peer Review Objectives:
1. Is the Mission Readiness process being implemented?
2. Are the results from implementing the mission readiness
process reasonably valid (that is, are the capability gaps and
solutions clearly aligned with mission objectives)?
3. Do the results represent an institutional plan for which there is
general lab agreement?
4. Are the results produced by this lab likely to be comparable to
what “my” lab will produce (that is, will DOE-SC have a comparable
set of needs from all SC laboratories)?
Pre-2005 LBNL ‘Call’
• Process for prioritizing allocation of non-capital
alteration, GPP, & GPE funds
– Run and managed by the Facilities Dept, with input from
scientific division staff
– Prioritization and final lists submitted by Facilities Dept Head
– Approved by Deputy Director for Operations
• Problems
– Scientific leadership not actively engaged
– Process neither open nor visible to most researchers
– Projects prioritized based partly on relationships
(who knew whom) and individual division preferences,
rather than the Laboratory’s strategic mission needs
Changes in 2005
• New Lab Director (S. Chu)
• Concerned re level of discretionary $$
available to Laboratory management
• Principles for new process
– Managed by Directorate, not Facilities
– Priorities set and decisions made in an open &
transparent manner
– Actively engage all scientific division directors
– Final decision making by Lab Leadership
Mission Readiness
Lines of Inquiry
Process Steps A–F: FY10 UniCall
A
Division Directors
(research & operations)
notified
that the annual process to
identify project and
equipment needs is
beginning
A
Divisions review Mission
objectives and identify
facilities & infrastructure
funding priorities
ALDs and Division
Leadership
review Mission
and Vision
ALDs work with their
Divisions to establish the
Program Area funding
priorities
Preliminary
List of
Priority
Candidates
Identified
February
January
December
December
A
E
SLI &
Program
B
Maintenance,
Alterations,
IGPP,
& GPE
C
D
Analysis of
Candidates
Analysis of
Funding Sources
See Process
Step “B”
See Process
Step “C”
D E
ALDs & Divisions
Advised
on Analysis
and
Finalize
Candidates
for Review
May
March - April
Priorities
for each
Program Area
reviewed
with
Laboratory
Leadership
May
Annual
Plan
drafted
F
Laboratory
Leadership
make
funding
decisions
June
E
Division Directors
advised.
Engineering
begins on
highest ranked
June
Laboratory Leadership meets
to approve Laboratory’s
indirect budget for FY10.
Possible adjustments to
project lists.
August
Consultation
with
DOE
BSO
Divisions notified regarding
final funding determinations.
Results assembled for input
into next Annual Plan process
Project implementation
&
equipment purchases
begin
October
Ver 1.5 Draft 6 24 09
Mission Readiness
Lines of Inquiry
Process Steps A–F: FY10 UniCall
A
Division Directors
(research & operations)
notified
that the annual process to
identify project and
equipment needs is
beginning
Initiation
A
Divisions review Mission
objectives and identify
facilities & infrastructure
funding priorities
ALDs and Division
Leadership
review Mission
and Vision
ALDs work with their
Divisions to establish the
Program Area funding
priorities
Proposals
Preliminary
List of
Priority
Candidates
Identified
February
January
December
December
A
E
SLI &
Program
B
C
D
Analysis of
Candidates
Analysis of
Funding Sources
See Process
Step “B”
See Process
Step “C”
Analysis
Maintenance,
Alterations,
IGPP,
& GPE
D E
ALDs & Divisions
Advised
on Analysis
and
Finalize
Candidates
for Review
Laboratory
Leadership
make
funding
decisions
Review & Ranking
May
March - April
Priorities
for each
Program Area
reviewed
with
Laboratory
Leadership
Annual
Plan
drafted
F
May
June
E
Division Directors
advised.
Engineering
begins on
highest ranked
June
Laboratory Leadership meets
to approve Laboratory’s
indirect budget for FY10.
Decisions
Possible adjustments to
project lists.
August
Consultation
with
DOE
BSO
Divisions notified regarding
final funding determinations.
Results assembled for input
into next Annual Plan process
Project implementation
&
equipment purchases
begin
October
“Green Town” A Redevelopment of Old Town
• Break
• Forum future
• Questions