Post on 02-Jan-2017
transcript
Presentation Goals• Provide a suggested approach for
managing projects in alignment with EPLC and ITIL
• Offer a brief Refresher on EPLC and ITIL• Resolve confusion about the role of EPLC
and ITIL in project management• Examine why that confusion exists
The Project Management Challenge
• Meet requirements and targets for: • Quality• Time • Budget• Scope
• Manage project scope• Handle the numerous approaches which
exist to aid in successful project completion
In the Imperfect World of Project Management
• Frameworks such as PMBOK, PRINCE2, EPLC, CPIC, and CMMI promote success– Based on industry good practice
– Typically customized to meet specific constraints
– May introduce additional work
– Can increase time and cost, but not necessarily perceived value to the customer, project managers, and organizational management
Benefits of Frameworks• Improve consistency of performance• Increase competitive advantage• Raise effectiveness and efficiency• Enhance organizational capabilities• Lower costs and risks• Improve collaboration across projects
The Balancing Act• Incorporate the benefits of frameworks to:
– improve project excellence– enhance organizational project management– comply with regulations, mandates, etc.
• While simultaneously protecting against:– expensive, procedural “overhead”– non-applicable framework elements– overly rigid adherence to standards– erosion of value perceived by the customer
Confusion about EPLC and ITIL
• EPLC and ITIL seem to:• compete with one another• have the same purpose• create similar deliverables• add little value• complicate “getting it done”
Clearing the Confusion1. Learn enough about EPLC and ITIL in
order to benefit:• the project management effort • the customer• the organization
2. Introduce a suggested EPLC/ITIL approach that complies with the rules and adds value during the life cycle
Purpose of EPLC“A key to successful IT management is a solid project management methodology that incorporates best government and commercial practices through a consistent and repeatable process, and provides a standard structure for planning, managing and overseeing IT projects over their entire life cycle. The HHS Enterprise Performance Life Cycle (EPLC) framework provides that methodology for HHS.”Office of the CIO, Office of the Assistant Secretary for Resources and Technology, Health and Human Services, Enterprise Performance Life Cycle Framework Overview Document, (Washington, DC: January 18, 2010), 3.
Purpose of ITIL
“ITIL is used by organizations worldwide to establish and improve capabilities in service management.”Office of Government Commerce (UK), ITIL: Service Strategy, (Norwich, UK: The Stationery Office, 2007), 7.
“Service Management is a set of organizational capabilities for providing value to customers in the form of services.”Office of Government Commerce (UK), ITIL: Service Strategy, (Norwich, UK: The Stationery Office, 2007), 250.
What’s Common: EPLC and ITIL
Lifecycle-basedParallel (but not identical) termsMatching activitiesComparable goalsProcess DrivenAllow tailoringNon-prescriptive
EPLC and ITIL DifferencesEPLC
• Is mandated• Stage Gates are
governance check-ins• Is designed specifically
for HHS OPDIVs• Focus on project
control and accountability
• Project-based
ITIL• Often an organizational
requirement• “Mesh” Approach – No
Stage Gates• Is designed from research
done in many industries around the world
• Focus on value created and delivered to customer
• Service-based
The Most Significant Distinctions
• Mandated vs. Non-Mandated• Assume EPLC must be done • Allow for Project Management and Service
Management differences• Comprehending Projects vs. Services is the
fulcrum with which to leverage framework benefits
• Necessary Definitions: IT System, IT Service, IT Project
What is an IT System?• An integrated composite of one or more of the processes,
hardware, software, facilities, formal documentation, people, and configuration items that provides capability to satisfy a stated need or objective.
• A collection of configuration items (hardware, software, and documentation) that are necessary to deliver an IT Service.
What is an IT Service?• Service
– Delivers Value– Facilitates Outcomes
• Enhances Performance• Reduces Constraints
– Owns costs and risks– Increases the probability of desired outcomes
What is an IT Project?“A project is a temporary planned endeavor funded by an approved information technology investment; thus achieving a specific goal and creating a unique product, service, or result. A project has a defined start and end point with specific objectives that, when attained, signify completion.”Office of the CIO, Office of the Assistant Secretary for Resources and Technology, Health and Human Services, Enterprise Performance Life Cycle Framework Overview Document, (Washington, DC: January 18, 2010), 10.
Project and Service Management
Projects• Projects should be used
to build services and systems
• Projects have defined deliverables
• Projects end or have signifiers of completion
• Transfer of “ownership” from development organization to customer organization
Services• Service management does
not typically develop solutions
• Service Management run operations
• Services are rarely built to be handed off to another party
• Services are ongoing
• Assume costs and risks on behalf of customer
Management Domains
Business Value
Business Service
IT Service
IT System(s)
IT Component(s)
Research
Laboratory Management
Facilities Access
FACNet
Access Card Reader
Business Managers
IT Leadership/ Service OwnersProject Managers
Technical Managers
ITSM (ITIL)
Project Management (EPLC)
Business Management
EPLC and ITIL blur when development and operations overlap
RolesActivity
● Services assume the ownership their systems ● *Systems and other solutions developed in support of services should,
therefore, be built with the EPLC● Both the EPLC and ITIL should be tailored to satisfy requirements
Suggested Decision Table: Project or Service
Example Transfer of Ownership
Transfer of Managemen
t
Signifier of Completion
Type
Web Site Y Y Y ProjectEmail Server Y Y N Service*NBS Y N N Service*Service Catalog
N N N Service*
Laptop Battery Swap
N N Y Project
SharePoint Site
N Y Y Project
Example 1: A Database
This cannot be a service, should follow the EPLC, and be tailored to meet requirements
Deciding FactorsWill the major deliverables be operated by the customer?
Yes
Does the customer assume the costs and risks? Yes
Does the customer own the final product? Yes
Is there an established end date or other signifier of completion?
Yes
Example 2: Remote Access System
• This is system that will support a service and better run with the ITIL framework, but the system itself should be built with the EPLC
Deciding FactorsWill the major deliverables be owned and operated by the customer?
No
Does the customer assume the costs and risks? No
Does the customer own the final product? No
Is there an established end date or other signifier of completion?
No
Deliverables and OutputsQuestion: Doesn’t that mean two sets of
deliverables? One for ITIL and one for EPLC?
Answer: No! EPLC has deliverables and these can be used to satisfy ITIL outputs.
• There are no mandated or required ITIL outputs.• ITIL strongly suggests that there are outputs.• EPLC is more structured as deliverables are
required for Stage Gate reviews.
The Confusion Allayed?• Service Management uses Project Management
to build its systems (. . . EPLC enhances ITIL)• Project Management uses Service Management
to run what it builds (. . . ITIL enhances EPLC)• Guidance from one can help accomplish the
other, i.e.,– Use ITIL guidance for EPLC release documentation– Could use EPLC documents as part of ITIL process.
Final Thoughts• EPLC strengthens project management rigor and
accountability through a mandated process.
• ITIL provides a service management framework. The ITIL processes within that framework exist for the primary purpose of planning, delivering and supporting IT services.
• Together EPLC & ITIL enhance our organizational capability to deliver value to our customers.