HomeMy WebLinkAboutBerry, Dunn, McNeil & Parker, LLC - Information Services (IS) Organizational Assessment Agreement and Amendment No. 1Project Understanding and Approach | 3
A.3 Project Management Approach
To help ensure we meet project objectives, and initiate and complete project work in a timely
manner, an experienced project manager who understands and utilizes project management best
practices leads each BerryDunn project. Our Government Consulting Group employs project
management best practices from the Project Management Institute’s (PMI®’s) Project Management
Body of Knowledge (PMBOK®), Version 6. Our approach includes applying standard processes
across the project management life cycle, as shown in Figure 1.
Figure 1: Project Management Life Cycle
A.4 Our Approach to the City’s Project
Below, we have outlined our work plan to complete the City’s desired tasks. BerryDunn strives to be
flexible when developing and executing an effective project plan. We understand that no two projects
are exactly alike, and believe that one of the primary reasons we have been successful with similar
projects is our willingness to be flexible in adapting to our clients’ unique needs.
Tasks BerryDunn
Differentiator Outputs
PHASE 1: PROJECT PLANNING
Facilitate project planning teleconference with
City project team
Clarify goals and known project constraints
Introduce project stakeholders
Establish collaboration site
Establish communication plan
Establish escalation plan
Finalize Project Plan
PMBOK Project
Management
Approach
Quality assurance
(QA) process
includes deliverable
expectation
document, internal
reviews, and draft-
to-final process to
help ensure client
satisfaction
Project planning
teleconference
Communication
plan
Project Work Plan
and Schedule
Deliverable 1: Updated Work Plan and Schedule
PHASE 2: ASSESSMENT
Submit Document Request and review
documentation
Pre-on-site work
makes best use of
Kickoff presentation
Exhibit 'A'
Project Understanding and Approach | 4
Tasks BerryDunn
Differentiator Outputs
Administer SWOT survey and review results
Assess the satisfaction of City systems and
IT staff to support the business and
technology needs
Gauge technical readiness/skills of the
respondents to use technology to drive and
support business change
Identify future initiatives and organizational
challenges for consideration in development
of the ITSP
Hold project kickoff meeting
Introduce project stakeholders
Conduct fact-finding interviews with key
department representatives and stakeholders
Meet with City leadership to discuss mission,
vision, and goals
Identify strategic IT issues and develop initial
assessment based on interviews, survey
results, and reviewed documentation
City personnel’s
time
Web-based survey
collects input from
broad sampling of
City staff
Focus on fact-
finding and future-
oriented
conversations
around City vision
Document Request
SWOT survey
Initial Assessment
Preliminary List of
Strategic IT Issues
and Opportunities
Deliverable 2: Initial Assessment and Preliminary List of Strategic IT Issues and
Opportunities
PHASE 3: DATA ANALYSIS
Review Preliminary List of Strategic IT Issues
and Opportunities with key department
stakeholders, City management, and IT staff
Refine list of issues based on City feedback
Identify and document current and planned IT
projects
Develop and distribute template to identify
new projects and initiatives
Develop List of IT Projects and Initiatives
based on planning template
Multiple review
stages for
prioritization of
issues
Prioritized List of
Strategic IT Issues
Planning template
Preliminary List of
IT Projects and
Initiatives
Deliverable 3: Prioritized List of Strategic IT Issues and Opportunities
Deliverable 4: Preliminary List of IT Projects and Initiatives
PHASE 4: STRATEGY FORMATION
Conduct an on-site meeting to review the
Preliminary List of IT Projects and Initiatives
and vote to prioritize these initiatives
Collaboration and
involvement of all
City departments
Prioritized List of IT
Projects and
Initiatives
Project Understanding and Approach | 5
Tasks BerryDunn
Differentiator Outputs
Prioritize list of IT projects and initiatives
based on City votes and BerryDunn
recommendations
Develop draft Information Services
Organizational Assessment and Master Plan
to implement the recommended strategies
addressing the most critical needs of the City
over the next 5 years
Review draft master plan via teleconference
and update based on City feedback
Conduct an on-site meeting to review the
draft master plan with all City departments
Develop final presentation
Facilitate teleconference to review
presentation with City project team
Submit final presentation to the City
Present Information Services Organizational
Assessment and Master Plan to Executive
Leadership Team and City Council
Draft and review
process to help
ensure all City
feedback is
incorporated into
final plan
Information
Services
Organizational
Assessment and
Master Plan
Final presentation
Deliverable 5: Prioritized List of IT Projects and Initiatives
Deliverable 6: Information Services Organizational Assessment and Master Plan
Deliverable 7: Final Presentation to the Executive Leadership Team and City Council
ONGOING PROJECT MANAGEMENT
Maintain Work Plan and Schedule
Conduct planned biweekly teleconference
meetings with the project team
PMBOK Project
Management
Approach
Biweekly Project
Status Updates
Deliverable 8: Biweekly Project Status Updates