A Case Study:EPLC and PM Support at NIDCR

PMCOE PresentationApril 14, 2010

Peter D. Carothers, PMP Program Manager, NIDCR, NIDCD

Agenda• The business need

• Requirements / success criteria

• Options explored

• Why this solution

• Solution details

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The Business Need• The Mandate

– Adopting EPLC is not a choice

• Managing Risk– Underperforming projects are a management risk

• Managing Change– How do we implement new processes successfully

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EPLC Framework - Overview Document

“Implementation of the EPLC framework will require significant training and

guidance for the entire IT investment stakeholder community.”

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Primary Stakeholders• CIO

• PMs

• Governance Team

• Project Team Members

• Executive Management

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EPLC Framework - Overview Document

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NIDCR Requirements• Provide intuitive, step-by-step EPLC project

management guidance

• Create a central location where project managers can get the resources and guidance they need

• Integrate with existing processes and infrastructure

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NIDCR Requirements (cont’d)• Support additional processes as needed

• Do not require significant investment or support costs

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Options Explored• Enterprise software solutions

• COTs products

• Custom development

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Why This Solution• Simplicity

– A good cultural fit

• Return on investment– Low initial investment

– Low support costs

• Integration with existing software plans– i.e. SharePoint

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Why This Solution (cont’d)• Leverages existing hardware

• Quick to deploy

• Immediate ROI

• Uses beyond EPLC

• Adaptable as processes evolve

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Why SharePoint?• Document management and collaboration

• Integration with MS Office Suite

• Out of box SharePoint 2010 is really cool!

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Process Overview

EPLC @ NIDCR

CPIC• Funding

Decisions

EPLC• PM

Framework

POD• Process

Guidance & Training

SP• Project

Management Workspace

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Solution Architecture

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CPIC EPLC POD SP

Solution Details

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CPIC EPLC POD SP

Roles and Responsibilities

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CPIC EPLC POD SP

Process Descriptions

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CPIC EPLC POD SP

Step by Step Guidance

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CPIC EPLC POD SP

Hyperlinks

Training Materials• Over 40 hours of videos and podcasts

• PM glossary

• Just-in time training

• PMP exam prep

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CPIC EPLC POD SP

Training Materials

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CPIC EPLC POD SP

Templates by Phase• Blank

• Completed Versions from Other Projects

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CPIC EPLC POD SP

Project Sites• Form driven site requests

• Team collaboration

• Phase selection

• Document libraries

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CPIC EPLC POD SP

Project Sites

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CPIC EPLC POD SP

Project Tailoring• Phase selection

• Deliverable reviewer selection

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CPIC EPLC POD SP

Document Management• Templates by phase

• Versioning, workflow, check-in/check-out

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CPIC EPLC POD SP

Project Dashboards• Project status at a glance

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CPIC EPLC POD SP

Project Central

EPLC @ NIDCR

CPIC EPLC POD SP

Projects Dashboard• Indicate “Phase” status at a glance

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CPIC EPLC POD SP

Project Budget • Projects budget

overview charts

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CPIC EPLC POD SP

EPLC Framework - Overview Document

“The EPLC framework

does not

preclude OPDIVs

from requiring more rigor.”

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CPIC EPLC POD SP

Process Builder• Build custom linked workflows

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CPIC EPLC POD SP

Design Flexibility

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CPIC EPLC POD SP

Design Flexibility

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CPIC EPLC POD SP

Design Flexibility

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CPIC EPLC POD SP

Solution Benefits

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CPIC EPLC POD SP

• Within NIDCR budget constraints…

Solution Benefits• Integrates with existing processes and

infrastructure

• Creates a central location where project managers can get the resources and guidance they need

• Provides intuitive, step-by-step EPLC project management guidance

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Solution Benefits (cont’d)• Supports additional processes as needed

• Does not require significant investment or support costs

• Deployed in three days

• Easy incremental improvements

• Simplicity fosters adoption

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Follow Up InformationPeter D. Carothers, PMPContractor: Program Manager, NIDCD, NIDCRcarothep@nidcd.nih.gov301-938-8937 (mobile)301-984-4004 x 317 (office)

Program Manager, PMOLCG Systems, LLCwww.lcgsystems.competer.carothers@lcgsystems.com

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A couple of my projects…

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