LBNL Enterprise Computing

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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
Programs
Purpose
Benefits
Integrated Project Management Office Influence
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 Director
Project Steering Committee
Project Sponsor
Project Manager
Project Team
Internal Audit
IT Technical Specialists
End User
Business Specialists
As of 1/2/03
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EC Project Oversight
Program Sponsor
Enterprise ComputingProgramCIO
Integrated Project Management Office
ECSC
Program Coordinator
Project Director
Project Steering Committee
Project Sponsor
Project Manager
Project Team
Internal Audit
IT Technical Specialists
End User
Business Specialists
As of 1/2/03
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EC Program Structure
Program Sponsor
Enterprise Computing Program CIO
Integrated Project Management Office
ECSC
Program Coordinator
Project Steering Committee
Project Steering Committee
Project Y
Project X
Chemical Inventory Project Director Robin Wendt
BLIS Project Director Diana Brown
Project Sponsor
Project Sponsor
Project Manager TBD
Project Manager Steve Abraham
Internal Audit
Internal Audit
IT Technical Specialists
End User
Business Specialists
IT Technical Specialists
End User
Business Specialists
As of 1/2/03
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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 Programs
  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)

• 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
  Program- sponsored 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

• 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
Project Director
Project Sponsor/Director
Project Management Team
Project Manager
LessonsLearned ROI
Project Team
ABBA Activity Based Budget Authorization
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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

Celebrate!