NSW Council Amalgamations

Transcription

1 NSW Council Amalgamations Paul Williams Strategic Consulting Lead NSW Council Amalgamations TechnologyOneCorp.com

2 Determining TechOne s Role in your Amalgamation Amalgamations will be a Journey unique to each Council Business Transition is the focus and Business Systems are important enablers TechOne is gearing up to Support

3 Amalgamations Toolkit LG NSW (Department) Amalgamations Toolkit: Referencing Aligning Complementing (with our own experiences and collateral)

4 LG NSW Toolkit Diagram from LG NSW Amalgamation Toolkit

5 Councils Amalgamation Journey Business Systems Launch dependent on: - Proclamation date - Relationships between the amalgamating Councils - Preparedness to-date - Procuring PMO, PM and Governance expertise - Structuring, planning, and preparing Design and Architecture for Operational Day 1 is dependent upon: - How quickly the Program can be formally launched - Individual circumstance e.g., three Councils involved; boundary adjustments - Governance and decision making / turn-around time - Ability to engage Product expertise when required - The definition and timing of Operational Day 1

6 Operational Day 1 Operational Day 1 definition and timing to be defined Day 1 will likely require some Interim Business Solutions Merging of Business Systems will likely be phased

7 Program Initiation status check Governance & Project Management Office (PMO) Establish a Local Transition Committee with representatives from the amalgamating councils to oversee the planning and implementation of amalgamation. Determine the right project framework and governance structure, specific to the needs and culture of the existing council/s. Prepare an overarching Transition Action Plandocumenting the framework, key tasks and milestones. From LG NSW Toolkit Priority Actions for Leaders

8 Initiation & Launch Program Structure Establish and activate specialist project teams, with Terms of Reference and reporting lines back to the Local Transition Committee. The number and responsibilities of Working Groups may vary by council, depending on their unique structure and circumstances. Working Groups may be established for: Asset management Business systems Community consultation Community services Compliance and legal Financial management Governance Integrated Planning and Reporting Local water utilities Procurement Property management Planning and development Records management Service delivery Waste management From LG NSW Amalgamaiton Toolkit Priority Actions for Leaders

9 Working Groups Establishment Diagram from LG NSW Amalgamation Toolkit Key Considerations / Governance

10 Typical Program Structure Example Amalgamation Program Structure from TechOne Amalgamations collateral (WA) Transition Committees Project Management Office Business Function Working Groups

11 Working Groups the drivers of an amalgamation Future State Definition (FSD) Each Working Group will need to conduct FSD workshops to align Council A and Council B. This includes mapping and aligning: Organisation Functions and Structures Project Management Office Transition Committees Policies and Procedures Business Processes, Systems and Technologies Defining challenges and constraints for merging business systems for Operation Day 1.

12 Business and Strategic Consulting (BSC) Leveraging knowledge and collateral gained from Queensland and Western Australian experiences: Strategy and Methodology for Business Function Working Groups Templates and collateral for Future State Definition workshops Strategic Consulting -specifically to assist our TechOne clients prepare for engagement with partnering Council(s)

13 Why Use TechOne for Strategic Consulting? The Objectives of our early engagement activities are: AlignTechOne with your specific amalgamation Prepare you for business systems engagement with partner Council Enable you to take a driving role when engaging with partner Council Provide a structure and accelerators to help you accomplish effective FSD outcomes Develop a Business Systems strategy for Operational Day 1, and a Roadmap for End Game architecture.

14 Creating a Platform for Future State Definition

15 Work Packages NSW Council Amalgamations: TechOne Work Packages April May June July Aug Sept Oct Nov Dec Jan Feb March April May June July Stage One Stage Two Stage 3 Stage 4 Initiation Alignment & Planning Solution Implementation Finalisation Project Definition & Launch Future State Process Definition Site Specific Settup Solution Re-Configuration Solution Testing & Deployment Preparation Training & Deployment Support & Closure Data Cleansing & Mapping Data Transformation & Testing Data Load Testing T1 Strategic Alignment & Approach Working Group Establishment Future State Definition Preparation T1 PID Stage 2 FSD T1 Systems Architecture & Environment Management Strategy Future State Definition Workshops Align business rules; business processes - define Day 1 (interim) and end game roadmap T1 Data Migration Strategy T1 Integration Strategy T1 Change & Transformation Plan including draft Change Impact Assessment (CIA) TechOne's role during Implementation Stage needs to be determined during FSD Stage -and can be proposed in the 'T1 PID Stage 3 Implementation'. TechOne's role during Implementation Stage is dependent on: - suite of TechOne Products involved -strategic approach for business systems (including interim v end game solutions) - Program structure e.g., role of Council resources and external companies - project timeframes T1 Testing Strategy Assumptions include: - Councils will be following the LG NSW Amalgamation Toolkit approach - Councils will establish a Governance & PMO framework for the Program - T1's involvement & role will depend on the unique circumstance of Council - The T1 Work Packages will need to be tailored for each amalgamations - The T1 Work Packages will be integrated, scheduled and managed within the over-arching PMO framework T1 PID Stage 3 Implementatio Implementation Support Data Transformation Support Data Load & Testing Support End State Design Support Moving to one set of business rules Moving to end game business systems Timelines indicative only

16 Early Work Packages With TechOne client With Both Councils Initial Engagement: T1 Strategic Alignment and Approach Stage 1: Definition & Launch Working Group Establishment & Preparation FSD Preparation (by Working Group) Stage 2: FSD (approach & proposal) Stage 2: Future State Definition Future State Definition Workshops T1 Systems Architecture Strategy T1 Integration Strategy T1 Data Migration Strategy T1 Change & Transformation Plan including draft Change Impact Assessment (CIA) T1 Testing Strategy Stage 3: Implementation (approach & proposal) Timeline indicative only

17 T1 Strategic Alignment and Approach T1 Strategic Alignment and Approach 1. Introduction Workshop hours: participants include CIO, CFO and relevant Heads of Department Current Status Breakdown of Program Stages and Activities Working Group Structure Current Business Systems Project Timeframes: constraints and challenges Future State Definition concepts Planning and Preparation activities Objectives of Break-out Sessions 2. Working Group Break-out Sessions hours each: Head of Department or Working Group Lead if appointed ) Review and confirm findings from Introduction Workshop Confirm structure of Working Group & participants FSD objectives & format Operation Day 1: constraints & challenges Initial discussion on Interim Solutions Planning and Preparation activities for Working Group 3. Deliverable: T1 Strategic Alignment and Approach document The document (aligned with LG NSW Toolkit) is customized for Auburn CC: High Level Breakdown of Program Stages and Activities Working Group Structure Current Business Systems Project Timeframes: constraints and challenges Future State Definition concepts & findings Planning and Preparation activities Operation Day 1: constraints & challenges Breakdown of Stage 1: Planning & Preparation activities Customized TechOne Proposal for Stage 1 Activities: Planning & Preparation Timeline indicative only

18 TechOne Alignment with your unique Journey Thoughts & Feedback.. What would you like to see from TechOne? Next Steps Paul Williams Strategic Consulting Lead (NSW Council Amalgamations) Mobile: