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Project Delivery Summit 2014

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8:30 AM
Introduction and Opening Remarks

Introduction of the 2014 Project Delivery Summit
Russ Hicks, President, Public Sector Partners, Inc.
Opening Remarks
Carlos Ramos, Director, CA Department of Technology

9:00 AM
Keynote Presentation - Management's Deadly Sins - Gopal K. Kapur

Speaker: Gopal K. Kapur, Founder, Center for Project Management
Organizations survive by transforming viable ideas into successful products and services in a timely and cost effective manner. Unfortunately for most, the results continue to hover between poor to dismal: 24percent of IT projects fail and 44 percent are delivered considerably over budget and behind schedule. A number of notable organizations are known to have lost billions in lost revenues due to failed projects. Staying the current course ensures continued cost overruns and failures. This fact is made all the more alarming because most project failures are caused by the same catastrophic mistakes " The Deadly Sins. Participants will not only come away with practical solutions to avoid these deadly sins, they will have the opportunity to assess themselves and develop a personal Sin Index; even ask for absolution.

10:00 AM
Track 1a: Project Management 1 - Session 1 - Project Management - PESTAR

Speaker: Michael Richman, CA Technologies
Session description: "P.E.S.T.A.R." , like pesto, can be good for the soul. Planning, Estimating, Scheduling, Tracking,Analyzing and Reporting " activities that get our project manager gastric juices flowing! We intimately know that effective project management practices are a critical component to the State's success in delivery of small, medium and large projects. This session concentrates on 1-2 tactical topics in each of these PESTAR areas. If you are hungry for knowledge, join our feast " we'll provide the silverware and napkins!

10:00 AM
Track 1b: Project Management 2 -Session 2 -Preparing Your Organization for Successful Implementation

Speakers:
Barbara Taylor " Project Executive, FI$Cal
Irene Wei " Project Director, VoteCAL
Fei Collier " Enterprise Portfolio and Project Management Branch Chief, Department of Health Care Services
Gerri Magers (Moderator) " CGI Project Director, Franchise Tax Board " EDR
Session Description: About to start a new project" big, small, or otherwise? Want to gain a deeper understanding of the activities requisite to successfully prepare your organization? Come discuss best practices in organizational readiness with experts who do it well! We'll laugh, we'll cry, and we'll learn from each other!
You are conducting a procurement for a new systems integration project" is that all you need to worry about? Whether your project is large, complex, and enterprise-wide, a smaller two-person effort, or something somewhere in between, will your organization be ready for the contract to start? Join us for an interaction session focused on identifying project activities to complete prior to starting a contract. Hear our seasoned panel of Project Delivery experts share experiences readying their organization and standing up the "state side" of the project prior its start. This session will address key success factors for project start-up including preparing people and resources, establishing processes, and marketing your project to internal stakeholders to enable the necessary level of awareness and support.

10:00 AM
Track 2: Executive Sponsorship - Session 3 - The Essential Executive Sponsor" Lessons in Leadership

Moderators:
Alex Castro " MCorp, Peter Hutchinson " Accenture
Panel Members:
Eileen Carroll " Department of Social Services, Martin Hoshino " Department of Corrections
Table Facilitators:
Mark Noriega " Accenture, Cathy Cleek " Franchise Tax Board, Deborah Harper " CalVet, Karen Johnson -Department of Healthcare Services
Session Description:
Executive leadership is a critical component of any organization's success and nowhere is it more critical than in leading large transformational business initiatives where technology is the enabler. This highly interactive workshop is aimed at engaging participants in real world problem solving around complex executive sponsorship challenges based on actual cases. This is a great opportunity for senior public sector executive sponsors and project managers to explore the multiple managerial and leadership challenges that come with implementing complex projects including issue management, effective engagement of teams and stakeholders, and building a culture of leadership.

10:00 AM
Track 3: Approvals & Procurement - Session 4 - Dept of Technology & Dept of General Svcs Update

Speakers:
Jim Butler, Department of General Services
Patrick Dennis, Department of Technology
Alicia Wong, Department of Technology
Peter Mastella, Department of Technology
Session Description:
The Department of Technology initiated the State Technology Approval Reform (STAR) Project to transform the information technology (IT) project approval process to improve the planning, quality, value, and likelihood of success for technology projects undertaken by the State of California. The STAR Project is intended to ensure projects are undertaken with clear business objectives, accurate costs, and realistic schedules. The new process will include multiple stages that are separated by gates which require Department of Technology approval before projects can begin. Join the Department of Technology for this morning session that will provide an overview of the STAR project, an update of its progress, and a preview of what is still to come. You will also gain valuable insight into what the new project approval process will look like as well as its goal of improving the planning, quality, and likelihood of success for IT projects. In addition, Jim Butler from the Department of General Services will provide an update on the new Master Services Agreement (MSA) contract vehicle, and will provide attendees with advice on how and when this vehicle should be used. If you are involved with the planning and implementation IT projects, this session is not to be missed!

10:00 AM
Track 4: Change Mgmt - Session 5 - Enabling Project Success - A "heat map" of change

Speakers:
Bill Otterbeck, Assistant Deputy Director, Department of Health Care Services
Andrea Wallin-Rohmann, Deputy Director, California Department of Technology
Kenny Moore, Chief, Planning & Project Management Branch, Department of Public Health
Brian Lee, Senior Chief Principal, Delegata
Julie Quinn, Director, Deloitte Consulting
Enabling Project Success through Change Management: A "heat map" of change
Morning Session Description: The delivery of successful State IT projects involves a shared vision for change between leadership, the core project team, and the stakeholders being impacted by the change initiative. The appetite to execute and follow through on that vision involves integrating Organizational Change Management (OCM) in all key phases of the project lifecycle. We begin our session by creating a "heat map," which illuminates OCM challenges at each phase of the State IT Project lifecycle. This session focuses on real-world scenarios, hard-learned lessons, and effective strategies that will help you on your current project. Come join us for this fast-paced session to gain a better understanding of why OCM is essential to success, and the key role you can play in making the difference in your organization!

10:00 AM
Track 5: Business Analysis - Session 6 - Successful Project Execution starts with Business Analysis

First Hour Speakers:
Russ Nichols, SOMS Project Manager, CDCR;
Javier Portelo, DHCS Medi-Cal Managed Care Payment System (CapMan)
Second Hour Speakers:
Tim Garza, CIO Water Resources and Agency CIO, Resources Agency;
Angela Mundell, Vision Service Plan;
Successful Project Execution starts with Business Analysis: Lessons learned and Training Strategies
Session Description: Successful projects have come to perceive Business Analysis as an investment to the organization. It produces strategic assets not only to measure the success of a project, but to be reused and leveraged across the Enterprise. Mandates to increase the role of the State's own employees provides an excellent opportunity to invest in Business Analysis training to expand and enhance the role subject matter experts. Two panels will share their experience in how the role of the Business Analyst makes the needed difference in project execution and how organizations can train and organize business analysts for professional recognition and career planning.

10:00 AM
Track 6: Vendor Partnership - Session 7 - Partner Relationship (Vendor Partnership) Framework

Speakers:
Scott Larmore & Tom Caiati, Hewlett Packard
Panelists:
Jay Song, California Highway Patrol
Kurtis Knapp, California Health and Human Services Agency
Vicky Sady, California Department of Health Care Services
Session description: The Partner Relationship Framework is an industry model used to establish and manage the working relationship between a client (e.g. the State of California) and a vendor. The framework has operational components to engage key stakeholders, both State and Vendor, to reinforce and assure: on-going partnership, and to enable contract governance and program delivery. The components include: primary roles and responsibilities, an interface model with key touch points, and decision flow. A number of other components complete the model. The session will be delivered in three modes: a lecture style presentation of the framework to provide conceptual understanding of the model, review of a State of California case study to show application of the framework, and a practical examination of the framework via a diverse State of California project leader panel discussion, moderated by Hewlett-Packard.

12:30 PM
Lunch Keynote - Creating Success by Leveraging Project Reality

Speaker: Bob Hedgcock, CEO of Resultech
Let's talk about successful results. We'll explore key techniques you can use to ensure projects are successful by leveraging project reality. Want to build trust and turn your project relationships into win/win? Want greater visibility and milestones that show meaningful results? Want better ways to manage change? Want to incorporate feedback that will improve the your solutions? Join us as we venture through a project lifecycle built to win. Walk away with great techniques you can start using tomorrow to create project success.
Bob Hedgcock, co-founder of Resultech , consults and educates on innovation acceleration. Resultech has been coaching executives and project teams ranging from 2 to 300 members on methods that ensure product and project success through the utilization of leading business model and development execution techniques.
Prior to founding Resultech, Bob served as a technology executive for over 20 years for several startup and mid-size technology companies where he was responsible for managing product portfolios, programs, projects, and development teams. These companies have a long track record of successful products and projects in both private and public sectors.
Bob's teams have a leading track record of software development and innovation across a wide range of projects including co-located teams, legacy solutions, acquired solutions, Greenfield development, offshore development, at-scale programs that span continents with over 300 team members. Bob has provided education and coaching on a wide range of topics including Pragmatic Marketing, Lean, Lean Startup, Agile, Scrum, Continuous Delivery, QA and testing, and other methodologies.

2:00 PM
Track 1a: Project Management 1 - Session 8 - Managing Multiple Competing Projects " Enterprise PMO

Speakers: A panel led by Nasser Azimi, Teranomic,
Q/A Panel : Public Sector Members: Sumi Smith, Mary Smith, Rebecca Stilling, Davood Ghods, Medhi Ghomehi
Private Sector Members: Teranomic, and CA Technologies
Session Description: Managing multiple competing projects can be very challenging and lead to possible project failures without an appropriate organization and supporting policies, procedures, and tools. This session will provide attendees with the roadmap, case studies, and lessons learned to establish and support the organizational structure, policies and procedures, and tools for an Enterprise PMO capable of delivering successful projects. Attendees will learn about best practices for managing Governance, Funding, and Approvals of competing projects as well as establishment of an intellectual asset management environment for the reuse of resources and solutions to avoid systemic silos, and redundancies.

2:00 PM
Track 1b: Project Mgmt 2 - Session 9 - Sustaining Your Organization's Readiness to Ensure Success

Speakers:
Vicky Sady, Deputy Director- Medicaid Management Information System (CA-MMIS), DHCS
Karen Ruiz, CalHEERS Project Director, Covered California
Barbara Taylor " Project Executive, FI$Cal
Gregory Kiefer (Moderator) " Kiefer Consulting, Inc, CEO
Sustaining Your Organization's Readiness to Ensure Successful Project Implementation
Session description: You are now fully engaged in your project to build, deploy and support a new systems integration project. We are all aware that new projects are added to your portfolio on a regular basis, some are large and complex and some are small but extremely important. So how do you sustain organization readiness and interest to ensure the success of your project? Join us in this interactive session focused on identifying project activities necessary to sustain your organization readiness. Interact with our seasoned panel of Project Delivery and Project Management Office experts as they share experiences for sustaining their organization's readiness from the "state side" of the project. This session will address key success factors for sustaining the project through success, that include maintaining stakeholder focus and interest, executing on agreed upon processes, and the continued marketing effort necessary to maintain interest, awareness and support.

2:00 PM
Track 2: Executive Sponsorship - Session 10 - What you should know about being an Executive Sponsor

Moderator: Peter Hutchinson " Accenture
State of CA Panel Members: Ann Miller " Franchise Tax Board, Karen Johnson " Department of Healthcare Services, Deborah Harper " CalVet, Cathy Cleek " Franchise Tax Board
Industry Panel Members: Jens Egerland " Accenture, Chuck Czajkowski " M Corp, Ramesh Ragu " HP, Lisa Mattivi " IBM
What you should know about being an Executive Sponsor " Practical Points in Leadership
Session description: Insightful Executive Sponsorship can be the key ingredient in a project's success. In this session leaders from both government and industry will share their practical insights on critical success factors, lessons learned, and best practices for Executive Sponsors. Panel members from government and industry will share their experiences, based on actual projects, and pinpoint how effective sponsorship impacted outcomes. Panelists will also share experiences on how various stakeholder partners, including oversight, budget, and contracts, play a vital role in the outcome of large transformational projects. These two panels will provide current and future executive sponsors valuable insight from executives that have successfully navigated large projects in California.

2:00 PM
Track 3: Approvals & Procurement - Session 11 - Building a Solid Foundation

Speakers:
Graeme Finley, Grant Thornton LLP
Mike Banuelos, Franchise Tax Board
Kim Heartley-Humphrey, Office of System Integration
Sheri Huber, Employment Development Department
Marnell Voss, Department of Technology
Building a Solid Foundation: How Procurement Shapes the Success of a Project
Session description: The procurement phase of a project often has a major impact on the overall success of the project. Join a group of experienced State procurement officials to discuss actual project experiences where the procurement process had a direct impact on the later success of the project. The focus will be on both successes and failures in California and other states. In a highly interactive setting, the group will discuss real world issues and challenges and will discuss practical ways in which the procurement process can be used to make project success more likely. The session will identify a set of specific success factors or issues, trace how the procurement and contracting process may have contributed to them, and then discuss how the procurement process could be used to address the issues or bolster the chances of project success.

2:00 PM
Track 4: Change Mgmt - Session 12 - Enabling Project Success: A toolbox for success

Speakers:
Bill Otterbeck, Assistant Deputy Director, Department of Health Care Services
Andrea Wallin-Rohmann, Deputy Director, California Department of Technology
Kenny Moore, Chief, Planning & Project Management Branch, Department of Public Health
Brian Lee, Senior Chief Principal, Delegata
Julie Quinn, Director, Deloitte Consulting
Enabling Project Success through Change Management: A toolbox for success
Afternoon Session Description: The delivery of successful State IT projects involves a shared vision for change between leadership, the core project team, and the stakeholders being impacted by the change initiative. The appetite to execute and follow through on that vision involves integrating Organizational Change Management (OCM) in all key phases of the project lifecycle. Hear the success stories from the field. See how change management can be incorporated from end-to-end on successful project engagements. Learn about OCM project team delivery models, industry-leading methodologies. Then, open your OCM Toolbox " a set of leading-edge, industry-tested tools and accelerators to support OCM initiatives large and small. Come join us for this fast-paced session to gain a better understanding of why OCM is essential to success, and the key role you can play in making the difference in your organization!

2:00 PM
Track 5: Business Analysis - Session 13 - Using Business Analysis to Manage CA's IT Portfolio

Speaker: Scott Esposito and Padmini Kanive, Oracle Primavera
Using Business Analysis to Effectively Manage California's IT Portfolio
Session description: This session will look at how business analysis techniques combined with portfolio planning and project performance monitoring can be used to effectively manage a large state information technology portfolio. The ability to do this analysis and then report on findings in a coordinated fashion now gives state leadership the critical information needed to take proactive, decisive management actions.

2:00 PM
Track 6: Vendor Partnership - Session 14 -Maintaining a Vendor Relationship throughout the Lifecycle

Speaker: John Gunnufsen, Director, State and Local, Visionary Integration Professionals (VIP)
Session description: Present various strategies for defining vendor expectations and enhancing vendor relationships throughout the lifecycle of a project.
This includes:
" Development of the RFP, finalization of the contract
" Project initiation and startup
" Deliverable development and review
" Dealing with rejected deliverables
" Incentivizing performance
Examples will be provided from projects that have used these strategies. There will also be an emphasis on identifying and evaluating objective metrics for assessing performance, and how to ensure expectations between the vendor and project staff are clearly defined and communicated.

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