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Enhancing IT Investment Accountability with TechStat Framework: A Guide to Effective Management

The TechStat Framework is a structured, evidence-based approach for reviewing IT investments through face-to-face accountability sessions. It aims to identify weaknesses and drive concrete actions to improve program performance while reducing wasteful spending. Implementing TechStat requires organizational changes such as training, leadership engagement, and revised governance. The process includes analysis, discussions of root causes, and decision-making on corrective actions to ensure investments are on the right track or rechartered if necessary.

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Enhancing IT Investment Accountability with TechStat Framework: A Guide to Effective Management

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  1. Agency Seal <Agency>’sTechStat Framework <Date>

  2. Agenda • TechStat Overview • TechStat Process • Managing Outcomes

  3. TechStat Overview • 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

  4. TechStat Overview 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

  5. TechStatOverview (continued) • TechStat Analysis (by Investment Lifecycle) • 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

  6. TechStat Process High-Level Process

  7. TechStat Process Roles and Responsibilities

  8. TechStat Process 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

  9. 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

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