IT Governance

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IT Governance Optimizing Processes and Tools to
Ensure the Greatest Organizational Value Mike
Bitter, PMP
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The stories of past courage... can offer hope,
they can provide inspiration. But they cannot
supply courage itself. For this each man must
look into his own soul - John F. Kennedy
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Credits

• Rod Larson
• Everyone

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Objectives

• Understand Governance Maturation Timeline
• Identify Audience Receptors
• Understand Governance Process
• Show a thorough Project Analysis Format
• Concept
• Scope Development
• Approval
• Prove Life-Cycle Support Responsibilities
• Monitoring Reporting
• Post-Governance Approval
• Tool Sets

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Definitions

• Governance
• specifying decision rights/accountability to
  encourage desirable behavior when using IT/IM
• Tool
• Something used to help maintain, or make the
  process successful
• Process
• A predefined pathway by which progress can be
  evaluated at any point in time.

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Maturation Timeline
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Maturation Process

• 0-6 months Governance in place
• ID Committee members
• Work through personality issues
• Seek support network
• Keep returning to core values
• Roles and Responsibilities
• Identify and extend current processes
• 6-12 months - Repeatable processes in place
• Document/publish processes
• Identify hecklers Find support network
• Smooth relations
• Monitoring, reporting, Governance updates
• Capital process involvement

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Maturation
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Maturation Timeline

• 12-18 months Initial process improvement
• Relationship building
• Deep dive processes
• Member maturation
• 18-24 months - Repeatable processes in place
• Document/publish processes
• Identify hecklers
• Sub process development
• Identify leads capable of managing process
• 24 months Precipitous Process Improvement
• Governance teams very mature
• Requesting return engagements (additional
  information)
• Automate, automate, automate

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Audience Formats

• PM and Executive thinking
• See the same world in vastly different frames of
  mind
• Intuitive Decision making
• PM decisions
• Rationale
• Risk based tools using precise data
• Look at yourself as a manager, not a doer
• Use project data to write clear, focused
  executive summaries
• Not endless, and often useless, lists that can
  cause information overload
• Executives
• Dont like detail
• Intuitive patterns from fuzzy data
• High level views

Executive Identity, Michel Thiry, PMI Network,
August 2006, p20
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Audience Formats

• PM Comments
• Focuses on project results and the features and
  attributes of project management
• Should trigger executive interest
• Look like a coach and theyll treat you like a
  coach
• Executives
• More interested in tools or techniques that
  impact single strategic outcomes than those aimed
  at improving or sustaining innovative business
  operations

Executive Identity, Michel Thiry, PMI Network,
August 2006, p20
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IT Governance Structure
Strategic Planning
CEO
Operations
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Approval Process
Hand Off to Sponsor and PM
Governance Committee Approval
Sub-Committee (s) Scope Approval
2 Proposal Scoping
Sub-Committee (s) Prioritization
1 Proposal Concept
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Stage Responsibilities
Implement/Production Launch into operation
Test Validate Verify and validate that the
project meets performance requirements
Develop or Acquire Research develop or acquire
options select best solution
Hand off to Sponsor and PM
Scoping Detailed analysis and research
culminating in the business case that will be
presented to the IM Governance Committees
PMO Manages
Concept Formation of an idea and/or proposal
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Project Analysis Concept
PMO Hand Off to Sponsor and PM
Governance Committees Approval
IM Sub-Committee (s) Scope Approval
2 Proposal Scoping
IM Sub-Committee (s) Prioritization
1 Proposal Concept
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Project Analysis Concept

• Concept
• Strategic Fit and Importance

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Project Analysis Concept

• Concept Presentation

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Concept

• Committee Name
• Proposal Title
• Executive Sponsor
• Proposal Lead
• Department
• Date Month/Day/Year of Committee Meeting

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Concept Outline

• Proposal Definition
• Strategic Fit and Importance
• Leveraging Core Competencies
• Technical Feasibility
• Financial Reward vs. Risk
• Timeline

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Project Analysis Scoping
PMO Hand Off to Sponsor and PM
Governance Committees Approval
IM Sub-Committee (s) Scope Approval
2 Proposal Scoping
IM Sub-Committee (s) Prioritization
1 Proposal Concept
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Analysis Scoping

• Cost
• Resources
• Timing

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Analysis - Scoping

• Business Cases
• Lite
• Full
• Routine

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Bus Case Classification
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Scoping Proposal - Full

• Update Proposal Definition
• Buy versus Build Analysis
• Information Architecture (Dataflow)
• Computing Architecture (Hardware and Comm)
• Financial Analysis (ROI, NPV, Etc)
• Legal Regulatory Compliance
• Project Management Organization
• Timeline

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Scoping Deliverables

• Requirements Matrix
• Vendor Demo Scorecard
• Technical Evaluation
• Cost Estimate
• Cost Proposal
• Presentation

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Cost Estimate
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Cost Estimate
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Cost Proposal
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Approval Process
Hand Off to Sponsor and PM
Governance Committees Approval
IM Sub-Committee (s) Scope Approval
2 Proposal Scoping
IM Sub-Committee (s) Prioritization
1 Proposal Concept
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Life-Cycle Support

• IT Governance Member Commitment
• Executive Sponsor Commitment
• PMO
• Facilitate commitments

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Approval Process
PMO Hand Off to Sponsor and PM
IM Governance Committees Approval
IM Sub-Committee (s) Scope Approval
2 Proposal Scoping
IM Sub-Committee (s) Prioritization
1 Proposal Concept
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Post Approval

• Monitor Parameters
• Schedule
• Scope
• Cost

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Monitoring
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Monitoring
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Reporting
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Document Accessibility

• So where are all the documents?

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Well Done is Better than Well Said Ben Franklin
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• Questions?