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Office of the State CIO

Office of the State CIO. IT Capital Plan. IT Capital Plan. Training Agenda New IT Capital Plan process How the IT Capital Plan works How to develop the IT Capital Plan Submitting your IT Capital Plan to the OCIO and Finance Reference Information. IT Capital Plan Background.

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Office of the State CIO

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  1. Office of the State CIO IT Capital Plan

  2. IT Capital Plan Training Agenda • New IT Capital Plan process • How the IT Capital Plan works • How to develop the IT Capital Plan • Submitting your IT Capital Plan to the OCIO and Finance • Reference Information

  3. IT Capital Plan Background Office of the State Chief Information Officer • Role of the CIO • Strategic focus • Statewide vision • Approve IT projects • Suspend, terminate, reinstate

  4. May 15, 2008 OCIO Report to the Legislature • Five year plans: • Enterprise Architecture • IT Project Management • Implementing Large IT Projects • Leveraging State IT Resources to Enhance Services and Decision-making

  5. May 15, 2008 OCIO Report to the Legislature (continued) • Developing and Retaining IT Skills • Securing IT Assets • Integrated IT Governance • IT Capital Planning Process

  6. New IT Capital Plan process • Main features • Integrated business and IT planning process • Strategic focus for state IT • Statewide IT planning process

  7. Five Year IT Capital Plan • Longer planning view • Multi-year approach

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  13. Five Year IT Capital Plan • Link • IT investments to state priorities and business goals • Align • IT investments with Enterprise Architecture standards

  14. Align IT to Business Business Technology

  15. Align IT to Business Business Technology

  16. Five Year IT Capital Plan • Facilitate • Conceptual approval process

  17. Collaborative process for IT project proposals • Multiple levels • Departments • Agencies • OCIO, Finance

  18. Conceptual agreement • Approval to move forward with FSR

  19. How the IT Capital Plan works • Agencies and Departments identify IT project proposals • Agency and Department IT plans will be the basis for statewide IT Capital Plan • Supported by Governor's Budget • Updated annually, as needed

  20. IT Capital Plan will evolve over time • For the first year (Year 1) • Combine: • Current IT project approval process • New IT Capital Plan process

  21. More information required in Year 2 • Infrastructure • How funds are spent • Non-reportable projects • Used for future planning efforts

  22. New approach PREVIOUS IT PROJECT APPROVAL PROCESS IT CAPITAL PLAN PROCESS • Single year focus • Five-year plan • Starts with FSR • Starts with project proposal • Conceptual approval before FSR • Hard copy submittal • Electronic submittal • Separate project efforts • Enterprise view of technology and business • Department & Agency focus • Statewide Five Year IT Capital Plan

  23. Two processes • One for Agencies and Constituent-Departments • One for non-affiliated agencies and departments

  24. Process for Agencies and Constituent Departments • Agencies coordinate IT Capital Plan preparation • Constituent Departments identify IT project proposals • Agency and Constituent-Departments • Consolidated, enterprise-wide view • Eliminate project overlap and duplication

  25. Process for Agencies and Constituent Departments • Agencies select and prioritize IT project proposals • Look for initiatives that cross agencies and have statewide implications • Agencies submit Agency IT Capital Plan to the OCIO and Finance

  26. Agency selects & prioritizes IT project proposals. Agency prepares Agency IT Capital Plan & submits to OCIO and Finance Department prepares IT Capital Plan & submits it to Agency OCIO Finance Process for Agencies Establish internal due date Due: 10/1/08

  27. Process for non-affiliated Departments • Identify IT project proposals • Consolidated, enterprise-wide view • Within your department and in line with other state efforts • Departments select and prioritize IT project proposals • Non-affiliated Departments submit Department IT Capital Plan to the OCIO and Finance

  28. Department selects & prioritizes IT project proposals. Department prepares IT Capital Plan & submits to OCIO and Finance OCIO Finance Process for Departments Internal due date Due: 10/1/08

  29. How to develop the IT Capital Plan • Align IT planning with business • Develop business-based IT project proposals

  30. Step 1: • Review: • Organization's strategic plan • IT strategic plan • Enterprise Architecture • Identify IT investments that best support business goals and objectives

  31. Step 2: • Complete the Agency and Department IT Capital Plans

  32. Step 3: • Submit Agency and Department IT Capital Plans to the OCIO and Finance • Due: October 1, 2008

  33. List of Constituent Departments Agency's coordination efforts for: Strategic Planning Enterprise Architecture Information Security Workforce Development, Workforce Planning and Succession Planning Project Management, Portfolio Management and IT Governance Agency Plan package

  34. Agency plan package • Summary of Agency-approved proposed IT projects from their constituent-departments • Agencies only send forward those IT project proposals that they have approved • Business-driven criteria

  35. Department Plan package • Organization’s business goals and objectives • IT infrastructure • Projects • Existing • Proposed • Project detail

  36. Proposed IT projects - detail • Priority ranking • FSR submission date • Estimated cost and funding • For SPRs submitted in July: • Include proposed costs and last approved project costs

  37. Proposed IT projects - detail • Project start date • Duration • Existing infrastructure? • Relation to another proposal or existing project • Consequences of not doing

  38. Department Plan package • Appendices: • Enterprise Architecture • Information Security • Workforce Development, Workforce Planning and Succession Planning • Project Management, Portfolio Management and IT Governance

  39. Submitting your IT Capital Plan to the OCIO and Finance • Submittal Package for Agency and Constituent Departments: • Agency Executive Approval Transmittal • Agency IT Capital Plan Questionnaire • Attachments for each Constituent Department • Electronic submittal

  40. Submitting your IT Capital Plan to the OCIO and Finance • Submittal Package for Non-affiliated Departments: • Executive Approval Transmittal • IT Capital Plan Questionnaire • Appendices A through D • Electronic submittal

  41. Due to the OCIO and Finance by October 1, 2008 • Collaborative process • Partnership with OCIO

  42. www.cio.ca.gov for more information • Management Memo 08-07 • IT Capital Plan (SIMM Section 57) • May 15, 2008 Supplemental Report to the Legislature • OCIO staff assignments • IT Capital Plan training materials

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