DASD Briefing


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  • In a March 2003 appearance before the House Government Reform Subcommittee on Government Efficiency and Financial Management, Mark Forman stated that 771 IT projects included in the final 2004 budget—with a total cost of $20.9B—were at risk and would not be allowed to move forward until agencies presented OMB with a successful business case.
  • Establish baseline competency levels for PMs Federal-wide by certification level Define minimum training and certification requirements Implement standards Federal-wide Standards will be universally understood Training requirements can be identified Personnel performance goals can be developed Agencies will be able to establish recruitment needs and monitor retention trends PMs will be able to transfer between agencies with recognized credentials External reporting requirements can be met
  • OPM Interpretive Guide for Project Managers Basic PM skills: BPR, Capital Planning & Investment Assessment, Contracting/Procurement, Cost-Benefit Analysis, Financial Mgmt, Planning and Evaluating, Project Mgmt, Quality Assurance, Requirements Analysis, and Risk Mgmt Basic IT PM skills: Configuration Mgmt, Data Mgmt, Information Mgmt, Information Resources, Strategy and Planning, Info Systems/Network Security, IT Architecture, IT Performance Assessment, Infrastructure Design, Systems Integration, Systems Life Cycle ,Technology Awareness Project Management Institute’s Framework: 35 contact hours of PM education on project scope, quality, time, cost, HR mgmt, communications, risk, procurement and integration management.
  • DASD Briefing

    1. 1. Federal IT Project Manager Initiative
    2. 2. Federal IT Project Manager Initiative Defining the Issue <ul><li>The Federal Government is increasingly dependent upon information systems for national and economic security. </li></ul><ul><li>The growth and complexity of IT systems development/management has outstripped the availability of experienced/trained IT PMs </li></ul><ul><li>Federal IT Budget: </li></ul><ul><ul><li>FY04: 771 IT projects with total cost of $20.9B were identified as “at risk” by OMB </li></ul></ul><ul><ul><li>Budget passback requires that no later than 30 Sep 04, all major projects must be managed by PMs qualified in accordance with CIO Council guidance. </li></ul></ul><ul><li>CIO Workforce and Human Capital for IT Committee tasked to raise the capability and maturity of IT Project Managers within the Federal Government </li></ul><ul><li>Agency Management Guidance needed for projects reported to OMB on Exhibit 300s </li></ul>
    3. 3. Federal IT Project Manager Initiative Action Plan <ul><li>IT PM Skills Gap Survey conducted </li></ul>April 2003 <ul><li>Project Management Training Directory released </li></ul>June 2003 <ul><li>OPM Interpretive Guidance for Project Manager </li></ul><ul><li>Positions issued and Position Title of IT Project </li></ul><ul><li>Manager, GS- 2210, established </li></ul>August 2003 <ul><li>Clinger-Cohen IT Workforce Skills Assessment </li></ul><ul><li>Survey conducted—Improvement shown in </li></ul><ul><li>number of qualified PMs </li></ul>September 2003 <ul><li>Draft Project Management Working Group </li></ul><ul><li>(PMWG) issue paper on Raising the Capability </li></ul><ul><li>and Maturity of Project Management in the </li></ul><ul><li>Federal Government reviewed </li></ul>April 2004 <ul><li>Development of Federal-wide IT Project </li></ul><ul><li>Manager Agency Management Guidance for </li></ul><ul><li>Projects Reported to OMB </li></ul>Current
    4. 4. Federal IT Project Manager Agency Management Guidance Levels & Organizational Responsibilities for Projects Reported to OMB IT Project Manager Requirements based on IT system complexity Employee assigned to IT project meets applicable training requirements or has received an agency waiver. Agency is responsible for validating project manager level and training Level of Complexity for Projects Reported to OMB LEVEL 3 Lead large, inter-governmental or Government-wide complex, high risk IT project (E-Gov or President’s Mgmt Agenda initiative, mission critical function, or high interest project ). LEVEL 2 Manage a cross-cutting project or agency-wide system integration project across the Department. LEVEL 1 Manage a project within a division, bureau or agency. Federal CIO Council Workforce and Human Capital for IT Committee - Establishes guidelines for specific training & education requirements -Identifies sources to acquire training and education Project Management Team Member Staff or team member on an IT project; works on confined areas of IT projects (e.g., contracting, budget, IA, etc). Agency/Organization Ensures team members are trained/skilled in area of responsibility.
    5. 5. Federal IT Project Manager Validation Key Components <ul><li>Authoritative, competency-based guidance </li></ul><ul><ul><li>OPM Interpretive Guidance </li></ul></ul><ul><ul><li>Agency-specific skill requirements </li></ul></ul><ul><li>Agencies will tailor individual IT-PM professional development based on employee experience and agency project requirements </li></ul>OPM GS-2210 IT PM Interpretive Guidance Individual Employee Experience Agency Specific Skills PM Validation
    6. 6. OPM 2210 Series Interpretive Guidance for IT Project Managers <ul><li>General </li></ul><ul><li>KSAs/Competencies </li></ul><ul><li>Customer service </li></ul><ul><li>Decision making </li></ul><ul><li>Flexibility </li></ul><ul><li>Interpersonal skills </li></ul><ul><li>Leadership </li></ul><ul><li>Legal, govt, & jurisprudence </li></ul><ul><li>Oral communication </li></ul><ul><li>Organizational awareness </li></ul><ul><li>Problem solving </li></ul><ul><li>Reasoning </li></ul><ul><li>Team building </li></ul><ul><li>Writing </li></ul><ul><li>Project Management </li></ul><ul><li>KSAs/Competencies </li></ul><ul><li>Project Management </li></ul><ul><li>Business Process Reengineering </li></ul><ul><li>Capital Planning & Investment </li></ul><ul><li>Assessment </li></ul><ul><li>Contracting/Procurement </li></ul><ul><li>Cost-Benefit Analysis </li></ul><ul><li>Financial Management </li></ul><ul><li>Planning and Evaluating </li></ul><ul><li>Quality Assurance </li></ul><ul><li>Requirements Analysis </li></ul><ul><li>Risk Management </li></ul><ul><li>IT Project Management </li></ul><ul><li>KSAs/Competencies </li></ul><ul><li>Configuration Management </li></ul><ul><li>Data Management </li></ul><ul><li>Information Management </li></ul><ul><li>Information Resources </li></ul><ul><li>Strategy and Planning </li></ul><ul><li>Info Systems/Network Security </li></ul><ul><li>IT Architecture </li></ul><ul><li>IT Performance Assessment </li></ul><ul><li>Infrastructure Design </li></ul><ul><li>Systems Integration </li></ul><ul><li>Systems Life Cycle </li></ul><ul><li>Technology Awareness </li></ul><ul><li>OPM Interpretive Guidance contains 3 sets of competencies </li></ul><ul><ul><li>General competencies expected of any employee </li></ul></ul><ul><ul><li>General PM competencies for PMs in any GS series </li></ul></ul><ul><ul><li>Specific competency areas for IT Project Managers </li></ul></ul>
    7. 7. Agency-Specific Skills and Requirements <ul><li>Federal agencies may have specific skills, knowledge and mission requirements which must be met through either training or on-the-job experience </li></ul><ul><li>Agencies are responsible for developing agency-specific training </li></ul><ul><li>Agency credentialing may include other criteria </li></ul><ul><ul><li>Professional society certification </li></ul></ul><ul><ul><li>Continuing education </li></ul></ul><ul><li>  </li></ul>Continuous learning is highly recommended
    8. 8. As a minimum: 2-4 years combined PM and technical experience, with prior experience in managing a Level 2 IT Project. As a minimum: 2-4 years combined PM and technical experience, depending on project complexity As a minimum: 1 year technical or PM experience Suggested Guidelines <ul><li>Projects that have high complexity, and/or risk, and have government-wide impact. </li></ul><ul><li>Examples: </li></ul><ul><li>Government-wide initiative </li></ul><ul><li>--E-GOV </li></ul><ul><li>--President’s Management Agenda </li></ul><ul><li>High interest projects with Congress, GAO, OMB, or the general public. </li></ul><ul><li>Cross-cutting initiative </li></ul><ul><li>--Homeland Security </li></ul>3 <ul><li>Built on Level 1: </li></ul><ul><li>High proficiency in both PM and IT PM competency skills listed in the OPM 2210 Series IT Project Manager Guidance (pages 6,7). </li></ul><ul><li>--Advanced PM knowledge skills and abilities. </li></ul><ul><li>--Advanced IT PM skills. </li></ul><ul><li>Developed systems perspective delineated in Clinger-Cohen Core Competencies, including life cycle mgmt, capital planning and investment, mission alignment, strategic planning, political ramifications, enterprise architecture, statutory and regulatory requirements, systems of systems integration, etc. </li></ul><ul><li>Agency-specific skills and knowledge, e.g. DoD’s Global Information Grid or NASA’s Exploration System. </li></ul><ul><li>Projects with high complexity and/or risk which are critical to the mission of the organization. </li></ul><ul><li>Examples: </li></ul><ul><li>Projects that are part of a portfolio of projects/systems that impact each other and/or impact mission activities. </li></ul><ul><li>Department-wide projects that impact cross-organizational missions, such as an agency-wide system integration that includes large scale Enterprise Resource Planning (e.g., the DoD Business Mgmt Modernization Program). </li></ul>2 <ul><li>1. IT employees and supervisors can utilize the IT Workforce Development Roadmap at http://itroadmap.golearn.gov to identify specific competency training requirements and resources. </li></ul><ul><li>2. A list of PM training sources can be found in the Project Management Training Directory sponsored by the Federal CIOC at http://www.cio.gov . </li></ul><ul><li> Federal PM training sources include: </li></ul><ul><li>USDA Grad School PM/IT PM courses </li></ul><ul><li>OPM-sponsored PM training seminars </li></ul><ul><li>GSA STAR Program </li></ul><ul><li>DoD’s Information Resources Mgmt College (IRMC) </li></ul><ul><li>DoD’s Defense Acquisition University </li></ul><ul><li>3. Training programs aligned to the ANSI-recognized PMBOK 2000 knowledge areas and management processes provide a PM foundation. Additional IT–PM competency requirements, e.g., architecture, capital planning and investment, etc., are outlined in the O PM Interpretive Guidance for Project Management Positions. Training for these IT areas can be found in the IT Workforce Development Roadmap. </li></ul><ul><li>4. Clinger-Cohen Core Competency-based training sources include: </li></ul><ul><li>GSA’s CIO University Program </li></ul><ul><li>DoD’s IRMC certificate programs </li></ul><ul><li>5. Agencies are expected to identify specific organization and business area training required. This guidance reflects the minimal standard. Due to mission needs or legislative requirements, agencies may need additional credentials for PM validation. </li></ul><ul><li>6. Agency credentialing may include other criteria, e.g. continuing education or professional society certifications.   </li></ul><ul><li>7.   Agencies are responsible for validating applicable training for IT Project Managers or issuance of an Agency waiver. </li></ul><ul><li>As a minimum: </li></ul><ul><li>An understanding of PM and IT-PM competencies listed in the OPM 2210 Series IT Project Manager Guidance (pages 6,7). </li></ul><ul><li>Fundamental PM knowledge, skills and abilities that include an understanding of principles, practices and terminology. </li></ul><ul><li>Primary IT PM skills. </li></ul><ul><li>Skills required for respective bureau or business area. </li></ul><ul><li>Projects with low-to-moderate complexity and risk. </li></ul><ul><li>Example: </li></ul><ul><li>Bureau-level project such as a stand-alone information system that has low- to-moderate complexity and risk. </li></ul>1 Education, Training and Development Sources/Guidance Competencies Description/Complexity Level Federal IT Project Manager Agency Management Guidance Matrix
    9. 9. Federal IT Project Manager Agency Level 1 Suggested Experience Training + Agency Project Scope + <ul><li>Federal IT Investment and </li></ul><ul><li>Project Management (OPM; </li></ul><ul><li>online at www.golearn.gov) </li></ul><ul><li>Leadership Skills for Non- </li></ul><ul><li>Supervisors (USDA) </li></ul><ul><li>Fundamentals of Information </li></ul><ul><li>Security for Federal </li></ul><ul><li>Information Systems (USDA) </li></ul><ul><li>Agency Specific Training </li></ul><ul><li>Fundamentals of IT Mgmt </li></ul><ul><li>and Capital Planning (USDA) </li></ul><ul><li>Manages a confined bureau-based </li></ul><ul><li>System such as </li></ul><ul><li>--a Bureau Knowledge </li></ul><ul><li>Portal </li></ul><ul><li>--an internal Agency </li></ul><ul><li>Budget System </li></ul><ul><li>Moderately low cost project (compared with Level 2 and 3 more complex initiatives). </li></ul><ul><li>Project has low-to-moderate risk. </li></ul><ul><li>Staff member with at least one year of general IT background; or </li></ul><ul><li>Previous experience as a </li></ul><ul><li>project team member with demonstrated planning and analysis capabilities. </li></ul><ul><li>Routinely supervised. </li></ul>Example
    10. 10. Federal IT Project Manager Agency Level 2 Training + Agency Project Scope + <ul><li>Aligning Project Management </li></ul><ul><li>with Corporate Strategy (ESI International) </li></ul><ul><li>Managing Complex Projects (ESI) </li></ul><ul><li>Facilitative Leadership </li></ul><ul><li>Seminar (Federal Executive Inst) </li></ul><ul><li>Making a Business Case for a </li></ul><ul><li>Capital Investment (USDA) </li></ul><ul><li>Information Resources Mgmt College (IRMC) CIO Certificate or CIO University </li></ul><ul><li>Agency Specific Training </li></ul><ul><li>Staff member with at least 2-4 years combined PM and technical experience, depending on project complexity. </li></ul><ul><li>Proven performer shown to be adaptable to change. Results-driven. Capable of assembling and managing a team. Highly effective with minimal supervision. </li></ul>Example <ul><li>Large, complex project </li></ul><ul><li>that may envelope a </li></ul><ul><li>portfolio of systems or </li></ul><ul><li>applications. </li></ul><ul><li>Project is critical to the organization’s mission. </li></ul><ul><li>Includes Department-wide projects that impact cross-organizational missions, such as an agency-wide system integration. </li></ul><ul><li>High risk project. </li></ul>Suggested Experience
    11. 11. Federal IT Project Manager Agency Level 3 Training + Agency Project Scope + <ul><li>Large inter-governmental or Government-wide project. </li></ul><ul><li>Highly complex project </li></ul><ul><li>that may envelope a portfolio of systems or applications. </li></ul><ul><li>Project has high risk and high visibility. May have high Congressional interest or may serve an extensive public customer base. </li></ul><ul><li>Staff member, 2-4 years of IT and IT-PM experience, with previous experience as PM for a Level 2 high risk, complex project. </li></ul><ul><li>Worked in a dynamic environment; required to process large amounts of information quickly; adapts readily to change; works well under pressure; politically savvy; highly experienced in cross-agency collaboration. </li></ul>Example <ul><li>Executive Communication Skills: Leading the Process of Change (OPM) </li></ul><ul><li>Creating Breakthroughs: Innovating in Govt (PMA series/OPM) </li></ul><ul><li>Budget and Performance Integration (PMA series/OPM) </li></ul><ul><li>Homeland Security: Critical Infrastructure Protection (OPM) </li></ul><ul><li>IRMC Advanced Management Program or CIO University graduate </li></ul><ul><li>PMI certification (if agency required) </li></ul>Suggested Experience
    12. 12. Federal IT Project Manager Initiative Next Steps <ul><li>Federal CIOC Adopt. </li></ul><ul><li>Post guidance Federal-wide for 2-week review. </li></ul><ul><li>June 28 th – initiate process to validate PMs. </li></ul><ul><li>Designate level of each agency IT-PM. </li></ul><ul><li>Identify training gaps (if any) for each IT-PM. </li></ul><ul><li>Identify sources/obtain training for specific competency areas. </li></ul><ul><li>Document training, credentials and waivers for agency IT-PMs. </li></ul>IT Workforce Development Roadmap and PM Training Directory <ul><li>Report Agency progress to OMB through 4 th Quarter PMA. </li></ul>