Lifecycle Management Work Group

Moving Toward Geospatial Portfolio Management

Tuesday, August 04, 2009

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Session Purpose Provide brief update and answer Coordination Group (CG) questions on Lifecycle Work Group activities and progress Obtain CG feedback on

Proposed reorganization of the current A-16 theme structure and definitions Validate theme organization Review approach and validate outcomes

Process and scope for stakeholder review of proposed themes and associated datasets

Additional stakeholder sessions to discuss lifecycle stages, roles & responsibilities, and maturity assessment tools

Options for dataset walk through prior to validation of proposed themes and associated datasets

Candidates for prototyping roles and responsibilities outlined in the A-16 Supplemental Guidance - with ROI in mind

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Vision, Approach and Outcomes Attain a shift in Federal Enterprise focus from individual geospatial

development efforts in agencies/business units to meeting government-wide demands/needs of the customers

Develop tools, approaches and governance to encourage new behaviors for optimization of both enterprise as well as agency/business objectives with built in decision rights and accountability

Tie data portfolio into overall geospatial asset portfolio management which includes data, funding, infrastructure, personnel, hardware, software, applications, services and products

Intended outcome

One Government-One Team (Federal, State, and Local) Geospatial data as a strategic asset managed as a portfolio Improved policy development, program decisions and business

outcomes Increased ROI: dollars and business support

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Premise Need for leadership, building and maintaining strong leadership

Envision 80% development & governance accomplished through specific themes/communities; 20% being driven centrally

A significant portion of portfolio management focusing on adding value to business level to meet stakeholder requirements

Need synergy at both the business level and the enterprise level to achieve integrated solutions and increased ROI benefiting from economies of scale

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Complexity / Maturity

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Portfolio ManagementFrom Project to Portfolio Management

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Activities Underway • Validating stages of lifecycle & benchmarks – develop dashboards• Walking datasets through the lifecycle stages – 4 completed, more to come• Identifying Management Practices from walk through – many identified, 2 being developed

Activities Underway • Identifying benchmarks by lifecycle stage• Creating performance dashboards • Inserting walk through results to dashboards • Framing a maturity model • Creating Management Practice rating criteria and summary sheets

Activities Underway • Proposing candidate themes based on A-16 principles• Talking with current theme managers re: prototyping A-16 roles and responsibilities • Identifying and documenting Management Practices• Creating portfolio dashboards• Harmonizing management

Portfolio Management Activities• Strategic Alignment• Gaps/Redundancies Identified• Capability Based Planning• Risk Management• Enterprise Budgeting• Etc.

Performance Management Activities• Baseline Performance Estimates• Performance Indicators / Measures• Performance Metrics• Dashboard Reporting• Etc.

Project Management Activities• Baseline Cost Estimates• Scope Management• Time Management• Quality Management• Risk Management•Etc.

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Lifecycle Stages - Walk Through Outcomes

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Management Practices

Identify

Evaluate

Rank

Implement

Share

Maturity Model

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Moving Toward Portfolio Management

OMB Circular A-16 Appendix E identified 34 themes

September 2008 data call resulted in approx. 140 “nationally significant” datasets under these themes

In May 2009, a small group evaluated the A-16 framework against the principles and other existing geospatial organizational frameworks

Participants from: DOD, EPA, FGDC, GSA, Census, NOAA, USGS

Facilitated by: Ken Shaffer (FGDC)

The goal was to collaboratively consider options for re-organizing OMB Circular A-16 themes and associated datasets

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Creating Geospatial ThemesProcess: The group conducted a brainstorming exercise to organize themes

Map themes to multiple frameworks including ISO, A-16, The National Map, GIS for the Nation, GOS Communities, DHS Feature Base, HSPD-7, and TIGER

Applied the geospatial data principles (from A-16 Supplemental Guidance) to evaluated this initial list of themes, identified “no brainers”, and discussed organizational options for the remaining themes

Results: A list of potential new themes and definitions

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Organization of Datasets by Themes – Example Boundaries (DRAFT)

Boundaries

Estuarine and Marine Reserves DOC-NOAA

Voting District Boundaries DOC-Census

Statistical Area Boundaries (tracts, blocks, UAs, CDPs, etc) DOC-Census

State (+ Territories) Boundaries DOC-Census

School District Boundaries DOC-Census

Metropolitan/micropolitan area boundaries DOC-Census

FIPS/ANSI codes for states,counties, congressional districts & metro/micropolitan areas

DOC-Census

County, place, MCD Boundaries DOC-Census

Congressional District Boundaries DOC-Census

AIR, ANVSA, Hawaiian Homelands Boundaries DOC-Census

Territorial Sea DOC-NOAA

Contiguous Zone DOC-NOAA

Sanctuaries DOC-NOAA

Continental Shelf Boundary Data DOI-MMS Enterprise Zones, Empowerment Communities, Revitalization Areas, Qualified Census Tracts, etc. (census geography based)

HUD-Policy Development & Research

Assisted Housing (census geography or point-based) see http://www.huduser.org/picture2000/

HUD-Policy Development & Research

Exclusive Economic Zone DOI-MMS and DOC-NOAA

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Proposed New Organization of A-16 Themes

Geology

Imagery

Land Use-Land Cover

Structures & Facilities*

Transportation

Utilities & Communications*

Water – Inland

Water – Oceans & Coasts

*Framework working session participants flagged this theme

as “needing further discussion”

Agriculture & Food*

Biology

Boundaries

Cadastre

Climate and Weather

Cultural & Demographic Statistics*

Cultural Resources

Elevation

Geodetic Control

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Coordination of A-16 ThemesThe A-16 Supplemental Guidance discusses an approach for coordinating datasets within and across themes

A theme manager is a person designated for each theme per the A-16 Supplemental Guidance

Nationally significant datasets are defined in the A-16 Supplemental Guidance

A theme manager is responsible for working with theme stakeholders to identify specific datasets they consider “nationally significant”

A process for adopting dataset recommendations is found in the A-16 Supplemental Guidance

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Potential A-16 Reorganization – Review Proposal

Existing Agencies with A-16 responsibilities

10 FGDC Sub-Committee Chairs

Agency Geospatial Committees (DOI EGIM, EPA GIS Work Group Steering Committee, etc.)

Agency Enterprise Architecture Work Groups

Others?

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Linking Dataset Assessments to Maturity Models

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Complexity / Maturity

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Portfolio ManagementFrom Project to Portfolio Management

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Recommendations for Proceeding• Continue walking datasets through lifecycle• Develop consistent evaluations process and tools• Continue development of Management Practices tools & dashboards

Recommendations for Proceeding• Test benchmarking & develop stage assessment tool• Develop Management Practices dashboard and tools• Complete maturity model• Identify performance metric gaps• Evaluate efficiency using ROI methods•Stakeholder sessions on lifecycle stages, roles & responsibilities, and dashboards

Recommendations for Proceeding• Stakeholder review of proposed themes and associated datasets• Stakeholder sessions on lifecycle stages, roles & responsibilities, and dashboards• Prototype roles & responsibilities in Supplemental Guidance with ROI • Assess & recommend policy development

Portfolio Management Activities• Strategic Alignment• Gaps/Redundancies Identified• Capability Based Planning• Rish Management• Enterprise Budgeting• Etc.

Performance Management Activities• Baseline Performance Estimates• Performance Indicators / Measures• Performance Metrics• Dashboard Reporting• Etc.

Project Management Activities• Baseline Cost Estimates• Scope Management• Time Management• Quality Management• Risk Management•Etc.

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Discussion & Questions