techstat agency training deck

<Agency>’s TechStat Framework:

<Agency>’s TechStat Framework <Date> Agency Seal

Agenda:

Agenda TechStat Overview TechStat Process Managing Outcomes 2

TechStat Overview:

TechStat Overview 3 What is a TechStat ? TechStat is a face-to-face, evidence-based accountability review of an IT investment TechStat results in concrete actions to address weaknesses TechStat reduces wasteful spending by turning around troubled programs and terminating failed programs sooner TechStat Is : TechStat is Not: Actionable: participants should leave the session armed with next steps to improve outcomes Routine: sessions should not be used for routine, small impact change requests A Spotlight: sessions should highlight problems areas and focus deeply on pain points Comprehensive : not an IV&V, IBR, PIR (though these could be inputs or requested actions of a TechStat) Prescriptive: s essions should be limited to 60 minutes and result in clear actions, with owners and deadlines One-Size-Fits-All: the roles and responsibilities of the CIO, IRB, and TechStat will vary by agency A Tool : sessions should be used when executive level influence is needed A Review: sessions should not be used for cyclical control reviews (“business as usual”)

TechStat Implementation Requires Organizational Change:

TechStat Implementation Requires Organizational Change Training Leadership Project and Program Staff Governance Revised Investment Review Board Charter Amended Roles and Responsibilities TechStat team, CIO, Investment Manager, Business Owner, IRB 4 TechStat Overview

Slide 5:

TechStat Analysis Outcomes: Questions and information requests for the investment being reviewed TechStat thesis - discovered through analysis of the investment documentation requested Briefing deck for the IRB that highlights key issues needing resolution Additional outputs as requested by the agency CIO 5 Initial Baseline Review Control Review Rebaseline Request Review Applicable Investment Lifecycle Planning Development Development Mixed Lifecycle Development Mixed Lifecycle Goals Verify the technical content of the Performance Measurement Baseline Review and assess both resource and schedule estimates Identify potential risks Provide a systematic assessment of the investment’s current state Identify any new risks and changes in scope since prior review Review and redefine project baselines that are affected by a significant change in project goals Reconsider baselines that are no longer useful as a management tool TechStat Analysis (by Investment Lifecycle) TechStat Overview (continued)

TechStat Process:

TechStat Process 6 High- Level Process

Roles and Responsibilities:

Roles and Responsibilities Responsibility TechStat (CPIC) Team CIO Investment / Project Manager Business Owner IRB Chair IRB Membership Identify investments for TechStat Primary X X Lead the documentation review, perform critical analysis, and provide briefing materials to the IRB prior to the meeting Primary Support documentation review Primary X X Track and monitor action items resulting from TechStats Primary Brief leadership (CIO, etc.) prior to the meeting Primary X X Provide full and complete documentation to support a given review Primary X Coordinate staffing necessary to support a review Primary Execute Action Plan resulting from TechStat Reviews Primary X Present findings to IRB Primary X Coordinate and facilitate TechStat meeting Primary Lead TechStat meeting and ask probing questions Primary X Provide expert advice and objective recommendations that assist the IRB in decision-making X X Ensures decisions are consistent with the Agency and IT strategic plans, policies and guidelines X X Notify Investment of TechStat Primary Document decisions and action plan resulting from TechStat Primary Attend TechStat and contribute to group decisions X X X X X X TechStat Process

Day of TechStat:

Day of TechStat Roles CIO and IRB Co-Chair will chair the meeting TechStat team lead will facilitate Investment Manager will serve as primary respondent Format (Structured 1 hour meeting) 10 minute briefing on issues and challenges 40 minute discussion of root causes and potential corrective actions 10 minute decisions on corrective action items 8 TechStat Process

Managing Outcomes:

Managing Outcomes Potential Outcomes Continue as planned with minor recovery and corrective action plans; Continue with modifications such as: Rescope and rebaseline , Reassess make/buy approach, Reassign project team and/or vendor, Implement extensive corrective action plans, Thorough root cause analysis of performance issues; Halt investment and: Determine if the project is still necessary, Recharter – agency performs a deeper analysis of the program, Stabilize the application to a point of non-impact to users and business operations. Managing Action Items Incorporating Lessons Learned 9