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A Case Study:EPLC and PM Support at NIDCR
PMCOE PresentationApril 14, 2010
Peter D. Carothers, PMP Program Manager, NIDCR, NIDCD
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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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EPLC @ NIDCR
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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
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Solution Details
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CPIC EPLC POD SP
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Roles and Responsibilities
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CPIC EPLC POD SP
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Process Descriptions
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CPIC EPLC POD SP
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Step by Step Guidance
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CPIC EPLC POD SP
Hyperlinks
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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
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Training Materials
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CPIC EPLC POD SP
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Templates by Phase• Blank
• Completed Versions from Other Projects
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CPIC EPLC POD SP
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Project Sites• Form driven site requests
• Team collaboration
• Phase selection
• Document libraries
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CPIC EPLC POD SP
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Project Sites
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CPIC EPLC POD SP
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Project Tailoring• Phase selection
• Deliverable reviewer selection
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CPIC EPLC POD SP
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Document Management• Templates by phase
• Versioning, workflow, check-in/check-out
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CPIC EPLC POD SP
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Project Dashboards• Project status at a glance
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CPIC EPLC POD SP
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Project Central
EPLC @ NIDCR
CPIC EPLC POD SP
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Projects Dashboard• Indicate “Phase” status at a glance
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CPIC EPLC POD SP
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Project Budget • Projects budget
overview charts
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CPIC EPLC POD SP
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EPLC Framework - Overview Document
“The EPLC framework
does not
preclude OPDIVs
from requiring more rigor.”
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CPIC EPLC POD SP
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Process Builder• Build custom linked workflows
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CPIC EPLC POD SP
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Design Flexibility
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CPIC EPLC POD SP
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Design Flexibility
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CPIC EPLC POD SP
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Design Flexibility
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CPIC EPLC POD SP
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Solution Benefits
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CPIC EPLC POD SP
• Within NIDCR budget constraints…
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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, [email protected] (mobile)301-984-4004 x 317 (office)
Program Manager, PMOLCG Systems, [email protected]
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A couple of my projects…
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