IT Capital Planning and IT Investment Management

Capital planning and IT investment management are the cornerstones of managing IT performance in government. This course will provide a comprehensive methodology for creating an effective IT capital plan to ensure that your IT projects are well planned, well funded, well executed and use a clear investment strategy. You will emerge able to build a solid business case for your IT projects – one that fully is fully aligned with your agency’s mission, and one that fully integrates information technology as a foundation of support for your agency’s strategic plan in support of overarching agency goals and missions.

Key Methodologies Covered

The framework developed by the GAO, Information Technology Investment Management, utilizes a methodology comprised of key practices that contribute to attainment of a maturity stage. You will learn how to devise capital plans, how to manage an IT investment portfolio, and how to build an effective business case for your IT needs. The processes provide direction for a vigorous enterprise ITIM program while supplying best management practices for a practical, successful ITIM experience

IT Capital Planning Guidance and Mandates
• Updates from the 2002 E-Government Act
• Understand the requirements of Clinger-Cohen and OMB Circulars A-130, A-11 and the Exhibit 300 and Exhibit 53 processes

10:15

Break & Refreshments

The Framework: Government Technology Maturity Model for IT Investment and Project Management
• Understand the GAO framework and hear new updates
• Learn how the framework will provide a clear structure for assessing IT capital planning
• How to apply it, how to benchmark against it, how to advance through the stages and implement best practices

12:00

Networking Luncheon

Step-By-Step Walk Through: Information Technology Investment
Management (ITIM)

Stage One: Creating Invesmtment Awareness
• Recognize strategic elements and implementation methods
• Determine requirements for proposal justifications
• Conduct a risk analysis and establish success metrics

Stage Two: Building the Investment Foundation
• Determine IT investment board operation, project oversight and asset tracking
• Examine business needs for IT projects

3:15

Stage Three: Developing a Complete Investment Portfolio
• Use the Information Technology Investment Portfolio System (ITIPS)
• Establish authority alignment of IT investments boards
• Plan for technology acquisition and architecture development

4:30

Adjourn

8:30

Continental Breakfast

Stage Four: Improving the Investment Process
• Establish post-implementation reviews and feedback
• Ensure portfolio performance evaluation and improvement
• Apply system and technology succession management

10:15

Break & Refreshments
• Create SES development plans that align with your agency’s workforce
• Identify skill gaps caused by retirement, inter-agency transfers and

Stage Five: Leverage Information Technology for Strategic Outcomes
• Ensure investment process benchmarking
• Implement IT-driven strategic business change
• Achieve fully-realized IT strategy

12:00

Networking Luncheon

IT Capital Planning: What Gets Measured Gets Done
• Determine metrics for portfolio development
• Establish portfolio performance management
• Discover the tools and techniques for accurate performance measures

2:45

Break & Refreshments

3:00

CASE STUDY: IT Capital Planning
• Acquire strategies and best practices from federal agencies using the ITIM framework

Adjourn