THE CALIFORNIA PROJECT APPROVAL LIFECYCLE PAL FEATURING THE

THE CALIFORNIA PROJECT APPROVAL LIFECYCLE (PAL) FEATURING THE BUSINESS ANALYST AND OTHER NOTABLE CHARACTERS Meena Kumar Brian Melville IIBA-SVC July 15, 2020 California Department of Justice Government BA Consulting

SOFTWARE DEVELOPMENT LIFE CYCLE (SDLC)

PMI PROCESS GROUPS (PMBOK)

SOFTWARE DEVELOPMENT LIFE CYCLE (SDLC) PMI Process Groups Initiation Planning Execution Monitor & Control Closure Waterfall Model

AGILE ALTERNATIVE

PROJECT MANAGEMENT LIFECYCLE (PMLC)

CA PROJECT APPROVAL LIFECYCLE (PAL) 1. What is it? 2. Why do we use it? 3. Defined and overseen by CDT 4. Delegated vs. Non-Delegated

CA PROJECT APPROVAL LIFECYCLE (PAL) 1. Stage 1 – Business Analysis (High Level Description & Justification) 2. Stage 2 – Alternatives Analysis (Detailed Requirements and Estimates) 3. Stage 3 – Solution Development (Detailed Planning for Procurement) 4. Stage 4 – Project Readiness & Approval (Vendor selection and contract execution)

CALIFORNIA PROJECT APPROVAL LIFECYCLE (PAL)

HOW DOES THIS LOOK IN PRACTICE? The Business Team • • Project sponsor Project owner SME’s (users) Stakeholders The IT Team • IT Sponsor/Owner • SME’s • Architecture • Infrastructure • Development • Security The Project Team • Business Analyst • Project Manager • Risk Manager • QA Manager • Org. Change Mgr. The Support Team • Oversight Specialist • Budget Specialist • Procurement Specialist • Contracts Specialist

PROJECT TEAM Project Owner IT Owner Project Steering Committee Project Sponsor Project Management Office (PMO) Independent Oversight (IPO or CDT) Subject Matter Experts Critical Partners Budgets Enterprise Architecture Project Manager Business Analyst(s) App Dev / IT Infrastructure Contracts and Procurement Buyer (DOJ or STP) Implementation Team Development Team (DOJ or Vendor) Contract Manager(s) IT Security QA / Testing

STAGE 1 – BUSINESS ANALYSIS Project Sponsor Project Owner IT Owner Project Management Office (PMO) Independent Oversight (IPO or CDT) Subject Matter Experts Critical Partners Budgets Enterprise Architecture Project Manager Business Analyst(s) App Dev / IT Infrastructure Contracts and Procurement IT Security QA / Testing

STAGE 2 – ALTERNATIVES ANALYSIS Project Sponsor Project Owner Project Management Office (PMO) Independent Oversight (IPO or CDT) Subject Matter Experts Critical Partners Budgets Enterprise Architecture Project Manager IT Owner Business Analyst(s) App Dev / IT Infrastructure Contracts and Procurement Buyer (DOJ or STP) IT Security QA / Testing

STAGE 3 – SOLUTION DEVELOPMENT Project Sponsor Project Owner Project Management Office (PMO) Independent Oversight (IPO or CDT) Subject Matter Experts Critical Partners Budgets Enterprise Architecture Project Manager IT Owner Business Analyst(s) App Dev / IT Infrastructure Contracts and Procurement Buyer (DOJ or STP) IT Security QA / Testing

STAGE 4 – PROJECT READINESS Project Sponsor Project Management Office (PMO) Independent Oversight (IPO or CDT) Subject Matter Experts Critical Partners Budgets Enterprise Architecture Project Owner Buyer (DOJ or STP) IT Owner App Dev / IT Infrastructure Contracts and Procurement Project Manager Business Analyst(s) IT Security QA / Testing

EXECUTION Project Sponsor Project Owner IT Owner Project Management Office (PMO) Independent Oversight (IPO or CDT) Subject Matter Experts Critical Partners Budgets Enterprise Architecture Implementation Development Buyer Team (DOJ or Vendor) App Dev / IT Infrastructure or STP) (DOJ or Vendor) Contracts and Procurement Project Manager Business Analyst(s) Contract Manager(s) IT Security QA / Testing

CLOSURE Project Sponsor Project Owner IT Owner Project Management Office (PMO) Independent Oversight (IPO or CDT) Subject Matter Experts Critical Partners Budgets Enterprise Architecture Implementation IPO Team Development Team App Dev / IT Infrastructure Specialist(DOJ or Vendor) Contracts and Procurement Project Manager Business Analyst(s) Contract Manager(s) IT Security QA / Testing

THE BUSINESS ANALYST’S ROLE 1. Create the S 1 BA or project concept 2. Gather and document requirements 3. Conduct market research 4. Identify alternatives 5. Estimate costs 6. Evaluate alternatives and recommend solution 7. Prepare solution-level requirements for SOW 8. Evaluate solution vendors 9. Maintain the requirements traceability matrix (RTM) 10. Support testing 11. Facilitate user acceptance testing (UAT)

SKILLS AND ATTRIBUTES OF THE BA SKILLS ATTRIBUTES 1. Planning 1. Leader 2. Interviewing 2. Self-Motivated 3. Facilitating 4. Documenting 5. Presenting 6. Logic 3. Learner 4. Communicator – “Translator” 5. Empathetic Listener 6. Problem solver 7. Advocate

BA OPPORTUNITIES IN THE STATE 1. Business Analysts are a newer concept to the State 2. PAL process has increased demand expectations Job Classifications and Salary Ranges (Annual) • Associate Governmental Program Analyst $61, 788 – 77, 352 • Information Technology Associate $48, 156 – 85, 296 • Information Technology Specialist I $63, 564 – 102, 840

HOW TO GET A JOB AT THE STATE 1. Create an account on Cal. HR’s website. 2. On the Exam tab, search the classification desired. 3. Take the Exam; be prepared with references and duties from previous positions. Limit to 1000 characters for duties. 4. After passing, you should be reachable in ranks 1, 2, and 3. 5. Apply for all open jobs available on Cal. HR. Link to Cal. HR: https: //www. calhr. ca. gov/

ADDITIONAL RESOURCES State of California project templates including Business Analysis deliverables: http: //capmf. cdt. ca. gov/Templates. html State of California Project Approval Lifecycle (PAL) templates: https: //cdt. ca. gov/policy/simm-19/

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