HHS Enterprise Performance Life Cycle EPLC and ProgramProject

HHS Enterprise Performance Life Cycle (EPLC) and Program/Project Manager (PM) Certification NIH PM Forum September 12, 2007 HHS CEA Executive Briefing

Topics l EPLC -- a life-cycle approach to EA and CPIC investments – – – l Context Draft framework Stage Gate review process Concept Goals and objectives PM Training and Certification – Background – Goals and Objectives – Requirements l Future plans HHS CEA Executive Briefing 1

EPLC Context HHS CEA Executive Briefing 2

Draft HHS EPLC Framework HHS CEA Executive Briefing 3

Stage Gate Review Process HHS CEA Executive Briefing 4

EPLC Concept l Overall Characteristics – PM-centric – Full life cycle management focus l Participants/Elements – Project Managers (Create) v Phases v Artifacts/exit criteria v Standards/guidance – Critical Partners (Review) v Critical partner review/collaboration regarding artifacts v Stage Gate recommendations – IT Governance (Approve) v Dashboard information for executives v Issues-oriented, focus on decisions HHS CEA Executive Briefing 5

EPLC Goals l To implement (across HHS) a consistent, effective and evolving project management methodology that – Aligns with business needs – Delivers within approved cost and schedule limits l To better integrate IT investment execution with IT governance, including more effective multi-disciplinary project reviews HHS CEA Executive Briefing 6

EPLC Objectives l Provide guidance to PMs for project management planning and execution l Evolve the role of business sponsors in the life cycle management of IT investments l Improve the competitiveness of IT investments in the budget process through improved performance management l Improve response to budget and other external changes that affect investment and portfolio management HHS CEA Executive Briefing 7

PM Training and Certification l Background – Services Acquisition Reform Act of 2003 (P. L. 108 -36): expanded the definition of acquisition to include program and project managers – OFPP Policy Letter 05 -01 (April 2005): Required the Federal Acquisition Institute (FAI) to recommend a program and project management certification program – OMB Memorandum, The Federal Acquisition Certification for Program and Project Managers, April 25, 2007: Establishes general training and certification requirements program and project managers in civil agencies HHS CEA Executive Briefing 8

PM Training and Certification (Cont’d) l Applicability – Applies to all PMs, with additional requirements for IT investment managers v Federal IT Project Manager Guidance Matrix v Technical competencies in the OPM Interpretive Guidance for Project Manager Positions – Administered by the Department’s Chief Acquisition Officer, who can delegate authority to the CIO and others – PMs assigned to major acquisitions must be senior-level certified unless a waiver is granted (for up to a year) – Waivers must be documented and of limited duration – Apply to individuals (other than COTRs and CORs) who have: v Significant involvement in one or more life cycle phases v Management authority for overseeing multiple phases v Responsibility for cross-agency investments or a major portion of the life cycle v Responsibility for leading IPTs v Aspirations to be a PM and who participate on an IPT HHS CEA Executive Briefing 9

PM Training and Certification (Cont’d) l Major Features – Competency based rather than prescribed curriculum – Certification depends upon: v Attaining competencies v Meeting experience requirements v Earning 80 continuous learning points every two years for currency – Certification Levels v Entry v Mid-Level/Journeyman v Senior/Expert l Challenges – Establishing training curricula and acceptable substitutes – Organizing and funding training – Setting up Certification Board(s) HHS CEA Executive Briefing 10

Future Plans l Establish initial EPLC capability for new projects l Phase in implementation for existing projects l Establish PM training curricula and certification processes HHS CEA Executive Briefing 11

Thank You! Philip W. Clark HHS IT Capital Planning Officer (202) 690 -6162 philip. clark@hhs. gov HHS CEA Executive Briefing