Project Delivery 101 What Does It All Mean & How Do I Fit?

Project Delivery 101 What Does It All Mean & How Do I Fit?

Session Roadmap Speaker Introductions / Audience Makeup Survey David Westphalen, Director, Public Consulting Group Francisco Lujano, Branch Chief, CA Department of Technology Marnell Voss, Deputy Director, CA Department of Technology Tina John, Consultant, Public Consulting Group Educational Briefing Industry Standards Which ones do I need to know about? Project Life Cycle & SDLC Life Cycle What are they and how are they related? Waterfall vs. Agile How do I determine the best one for my project? Testing Your Knowledge Let s play a game! Project Critical Success Factors Panel Discussion Miles Burnett, Deputy Director of Administration, CA Department of General Services Marnell Voss, Deputy Director, CA Department of Technology Francisco Lujano, Branch Chief, CA Department of Technology David Westphalen, Director, Public Consulting Group November 1, 2016 Presented By: Public Consulting Group (PCG) 2

Industry Standards Which ones do I need to know about?

Industry Standard Bodies Project Management Institute (PMI) Institute of Electrical and Electronics Engineers (IEEE) National Institute of Standards and Technology (NIST) International Organization for Standardization (ISO) Information Technology Infrastructure Library (ITIL) November 1, 2016 Presented By: Public Consulting Group (PCG) 4

Project Life Cycle & SDLC Life Cycle What are they and how are they related?

Project (Management) Life Cycle A project is a temporary endeavor undertaken to create a unique product, service, or result. The temporary nature of projects indicates that a project has a definite beginning and end. PMI PMBOK Guide 5 th Edition November 1, 2016 Presented By: Public Consulting Group (PCG) 6

Software/System Development Life Cycle (SDLC) November 1, 2016 Presented By: Public Consulting Group (PCG) 7

Project Lifecycle Map to SDLC November 1, 2016 Presented By: Public Consulting Group (PCG) 8

Project Life Cycle What are the PMBOK Process Groups

Project Life Cycle: Initiating The Initiating Process Group consists of those processes performed to define a new project or a new phase of an existing project by obtaining authorization to start the project or phase." PMI PMBOK Guide 5 th Edition Key Inputs Business Need Organizational Environment Relationship to Strategic Plan Key Outputs Business Need Organizational Environment Relationship to Strategic Plan Project Charter Stakeholder Analysis Key Considerations: Organizational Readiness Critical Success Factors External Influences November 1, 2016 Presented By: Public Consulting Group (PCG) 10

Project Life Cycle: Planning The Planning Process Group consists of those processes performed to establish the total scope of the effort, define and refine the objectives, and develop the course of action required to attain those objectives." PMI PMBOK Guide 5 th Edition Key Inputs Project Charter Stakeholder Analysis Key Considerations: Stakeholder Buy-In/Engagement System Development Life Cycle Approach Procurement Strategy Budget and Schedule Estimates Initial Risk Analysis Key Outputs Project Management Plans Initial Schedule/WBS Budget Scope/Requirements Traceability Matrix Procurement Plan November 1, 2016 Presented By: Public Consulting Group (PCG) 11

Initiating & Planning: Relationship to CA Project Approval Lifecycle (PAL)

Project Approval Lifecycle (PAL) 13

Project Delivery Processes 14

Business Requirements Through Stage Gates S1BA: Business need and opportunity statement Business Case has the high level scope and business objectives needed to accomplish the goals of the project. S2AA: What the solution should do Mid-Level Requirements add detail to business objectives by defining functional, nonfunctional, and transitional requirements. S3PA: How the solution will work Detailed solution requirements based on the chosen approach that ensures the solution meets stakeholder needs. 15

When can I request resources? Timing of Resource Request $ $ Planning Funding for PAL Stages 2, 3, and 4 can be requested with an approved S1BA. Project Funding (Executing Process Phase activities) can be requested in a separate BCP with an approved S2AA. 16

Planning & Executing: Relationship to CA Procurement Processes

State of CA Procurement: Planning Utilize your Market Research results. They will assist you in knowing what goods/services are needed, as well as the procurement methods available. In Stage 2 you develop an acquisition strategy/plan for procuring goods/services based on the Market and what it has to offer. How may ancillary supporting solicitations? What oversight is needed? DGS or STP or none? Do I have a contract area in my department? What is their role; who are the stakeholders; what is the budget process; are we ready for the work effort necessary for success? November 1, 2016 Presented By: Public Consulting Group (PCG) 18

State of CA Procurement: Solicitation Types Leveraged Agreements California Multiple Award Schedules (CMAS) Master Service Agreements (MSA) Software License Program (SLP) Statewide Contracts Informal Competitive Request for Quote Small Business/Disabled Veteran Business (SB/DVBE Option) Formal Competitive Request for Proposal (RFP) Invitation for Bid (IFB) Other Interagency Agreement (IAA) Non-Competitive Bid (NCB) 6611 Negotiations Post Execution Contract Management needs to be planned for in development of the solicitation Change orders/change Requests Amendment November 1, 2016 Presented By: Public Consulting Group (PCG) 19

State of CA Procurement: Executing What's most important during the solicitation development? Solid evaluation criteria and methodology Realistic timeline (Both State and Vendor). Are key action dates identified, and are the activities and timeframes reasonable for the size and scope of the procurement. Clear Statement of Work (SOW) with deliverables Well-defined requirements (both functional and non-functional) Key stakeholders and core team members understanding of what the program needs are, and were they communicated in the solicitation document? November 1, 2016 Presented By: Public Consulting Group (PCG) 20

Project Life Cycle What are the PMBOK Process Areas? (continuation)

Project Life Cycle: Executing The Executing Process Group consists of those processes performed to complete the work defined in the project management plan to satisfy the project specifications. " PMI PMBOK Guide 5 th Edition Key Inputs Project Management Plans Approved Change Requests Project Schedule Budget RTM Key Considerations: Deliverable Review & Acceptance Stakeholder Involvement Communications Key Outputs Project Deliverables Performance Data Project Communications Supplier Contracts Verified and Accepted Deliverables Change Requests November 1, 2016 Presented By: Public Consulting Group (PCG) 22

Project Life Cycle: Monitoring & Controlling The Monitoring & Controlling Process Group consists of those processes required to track, review, and orchestrate the progress and performance of the project" PMI PMBOK Guide 5 th Edition Key Inputs Project Management Plans Project Deliverables Performance Data Supplier Contracts Schedule & Cost Forecasts Key Considerations: Transparency Open communication Key Outputs Change Logs/Approved Change Requests Updates to Project Plan(s) Quality Control Measurements November 1, 2016 Presented By: Public Consulting Group (PCG) 23

Project Life Cycle: Closing The Closing Process Group consists of those processes performed to conclude all activities across all Project Management Process Groups to formally complete the project, phase, or contractual obligations." PMI PMBOK Guide 5 th Edition Key Inputs Project Management Plans Accepted Deliverables Key Outputs Final Project Acceptance Post-Implementation Review(s) Archived Project Files Contract closeout, if applicable Key Considerations: Project Files November 1, 2016 Presented By: Public Consulting Group (PCG) 24

System Development Life Cycle What are the typical phases?

SDLC: Executing November 1, 2016 Presented By: Public Consulting Group (PCG) 26

System Development Methodologies How do I determine the best one for my project?

Waterfall vs. Agile SDLC Model November 1, 2016 Presented By: Public Consulting Group (PCG) 28

Testing Your Knowledge Let s Play a Game!

Ground Rules If you know the question stand up David will come to you with a microphone (don t shout out the answer) If the first person doesn t have the right answer, we will go to another person standing. I am the final arbitrator of close enough The winners will receive a prize November 1, 2016 Presented By: Public Consulting Group (PCG)

Project Critical Success Factors Panel Discussion

Panel Members Miles Burnett, Deputy Director of Administration, CA Department of General Services Marnell Voss, Deputy Director, CA Department of Technology Francisco Lujano, Branch Chief, CA Department of Technology David Westphalen, Director, Public Consulting Group November 1, 2016 Presented By: Public Consulting Group (PCG)

Thank you for coming!!!!