presentation from march 19, 2006, strategic planning workshop
DESCRIPTION
TRANSCRIPT
NSGIC March 2006NSGIC March 2006
Advancing Statewide Spatial Advancing Statewide Spatial Data Infrastructures in Support of Data Infrastructures in Support of
the National Spatial Data the National Spatial Data Infrastructure (NSDI)Infrastructure (NSDI)
Workshop on Developing Workshop on Developing Strategic and Business PlansStrategic and Business Plans
NSGIC March 2006NSGIC March 2006
About the Copyright Notice that About the Copyright Notice that may appear on Slides 7 through 84may appear on Slides 7 through 84
• The Strategic Plan Template, Business Plan Template, The Strategic Plan Template, Business Plan Template, Strategic Planning Process Map, Performance Score Card Strategic Planning Process Map, Performance Score Card and most of the slides from 7 through 84 of this and most of the slides from 7 through 84 of this presentation are the Intellectual Property of Applied presentation are the Intellectual Property of Applied Geographics, Inc. and therefore Copyrighted, unless Geographics, Inc. and therefore Copyrighted, unless otherwise indicated.otherwise indicated.
• Applied Geographics has granted to the FGDC, NSGIC, all Applied Geographics has granted to the FGDC, NSGIC, all states and equivalent entities, and their subdivisions, the states and equivalent entities, and their subdivisions, the right to use, reproduce and distribute the strategic and right to use, reproduce and distribute the strategic and business plan templates and the training program materials business plan templates and the training program materials that were delivered under this contract.that were delivered under this contract.
• All permitted copies shall be reproduced with all titles, All permitted copies shall be reproduced with all titles, logos, copyright notices, trademark notices, and legends logos, copyright notices, trademark notices, and legends included in the original materials and list Applied included in the original materials and list Applied Geographics as the source. Geographics as the source.
NSGIC March 2006NSGIC March 2006
MetadataMetadata• This workshop was presented on March 19, 2006, at the This workshop was presented on March 19, 2006, at the
Mid-year Meeting of the National States Geographic Mid-year Meeting of the National States Geographic Information Council (NSGIC) in Annapolis, Maryland.Information Council (NSGIC) in Annapolis, Maryland.
• NSGIC was funded for this activity by the Federal NSGIC was funded for this activity by the Federal Geographic Data Committee (FGDC) under contract Geographic Data Committee (FGDC) under contract number: 05HQCN0034.number: 05HQCN0034.
• This PowerPointThis PowerPointtmtm presentation was created to presentation was created to supplement a printed manual that was distributed at supplement a printed manual that was distributed at the workshop.the workshop.
• You can obtain the same manual and materials by You can obtain the same manual and materials by visiting the NSGIC web page at visiting the NSGIC web page at http://www.nsgic.orghttp://www.nsgic.org and selecting the “Hot Topics” tab and then the “and selecting the “Hot Topics” tab and then the “Fifty States InitiativeFifty States Initiative.” You can also find the same .” You can also find the same materials on the FGDC web page at materials on the FGDC web page at http://www.fgdc.govhttp://www.fgdc.gov by selecting the “Policy and Planning” tab and then by selecting the “Policy and Planning” tab and then selecting the link for “selecting the link for “50 States Strategic and Business Plan Templates50 States Strategic and Business Plan Templates.”.”
NSGIC March 2006NSGIC March 2006
More MetadataMore Metadata
• The following people presented this The following people presented this material during the workshop:material during the workshop:• Steve Anderson, Applied Geographics, Steve Anderson, Applied Geographics,
Inc. (Slides 5 through 36)Inc. (Slides 5 through 36)• Peter Bujwid, Applied Geographics, Inc. Peter Bujwid, Applied Geographics, Inc.
(Slides 37 through 82)(Slides 37 through 82)• Bill Burgess, NSGIC Washington Liaison Bill Burgess, NSGIC Washington Liaison
(Slides 83 through 98)(Slides 83 through 98)
NSGIC March 2006NSGIC March 2006
Even More Metadata!Even More Metadata!The workshop attendees gave the following ratings for the The workshop attendees gave the following ratings for the
workshop as it was held on March 19, 2006: workshop as it was held on March 19, 2006:
0
10
20
30
40
50
60
%
Instruction Presentation Handouts Facilities
Excellent
Good
Average
Poor
In addition, 88% of the attendees said they were better prepared to develop strategic and business plans after the workshop.
NSGIC March 2006NSGIC March 2006
Workshop AgendaWorkshop Agenda
8:45 - 8:55 8:45 - 8:55 Project OverviewProject Overview
8:55 - 9:35 8:55 - 9:35 Strategic Plan TemplateStrategic Plan Template
9:35 - 9:45 9:35 - 9:45 Strategic Plan Process MapStrategic Plan Process Map
9:45 - 10:00 9:45 - 10:00 Questions & AnswersQuestions & Answers
10:00 - 10:30 10:00 - 10:30 BreakBreak
10:30 - 11:15 10:30 - 11:15 Business Plan TemplateBusiness Plan Template
11:15 - 11:30 11:15 - 11:30 Score CardScore Card
11:30 - 11:45 11:30 - 11:45 Thoughts on Strategic PlanningThoughts on Strategic Planning
11:45 - 12:00 11:45 - 12:00 Questions & AnswersQuestions & Answers
NSGIC March 2006NSGIC March 2006
Project Overview and GoalsProject Overview and Goals
• Encourage Implementation of Encourage Implementation of Statewide Statewide Spatial Data InfrastructureSpatial Data Infrastructure (SSDI)(SSDI) DevelopmentDevelopment
• Provide Provide GuidanceGuidance on Planning Activities on Planning Activities
• Encourage Formation of Encourage Formation of PartnershipsPartnerships
• Provide Uniform Provide Uniform FrameworkFramework for the for the Strategic & Business PlansStrategic & Business Plans
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Who was involved??Who was involved??
Steering Committee Organization
Nathan Bentley State of Idaho
Ingrid Bruce City of Rancho Cucamonga, CA
David Brotzman State of Vermont
Learon Dalby State of Arkansas
Stu Davis State of Ohio
Tim Haithcoat University of Missouri
Christian Jacqz State of Massachusetts
Stu Kirkpatrick State of Montana
Vicki Lukas USGS – Geospatial Liaisons
Mike Mahaffie State of Delaware
Zsolt Nagy State of North Carolina
Craig Neidig State of West Virginia
Kevin Neimond National Association of Counties (NACo)
Milo Robinson FGDC
Sandy Schenck State of Delaware
Lynn Shirley University of South Carolina
Heather Voets A T & T
Larry Zink State of Nebraska
Project Support Organization
Richard Grady AppGeo
Peter Bujwid AppGeo
Michael Terner AppGeo
Steve Anderson AppGeo
Bill Burgess NSGIC
Representing
FederalStateCountyMunicipalAcademicUtilityPrivate BusinessNon-Profit
NSGIC March 2006NSGIC March 2006
What was done?What was done?
• Document ReviewDocument Review Other Strategic & Business Plans, I-PlansOther Strategic & Business Plans, I-Plans
NC, GA, IN, KY, ME, OR, CT, RI, MD, MANC, GA, IN, KY, ME, OR, CT, RI, MD, MA
• Past ExperiencePast Experience
• Drafted TemplatesDrafted Templates
• WIKI: CollaborationWIKI: Collaboration
• Produced Final DocsProduced Final Docs
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
• Strategic PlanStrategic Plan
• ‘‘What’What’ and the and the ‘Why’‘Why’
• ProcessProcess & Goals & Goals
• Business PlanBusiness Plan
• ‘‘How’,How’, ‘When’,‘When’, andand ‘How much’‘How much’
• Aimed at those that Aimed at those that approveapprove and and fundfund
• Presents a Presents a business casebusiness case
What’s the difference between a Strategic What’s the difference between a Strategic Plan and a Business Plan?Plan and a Business Plan?
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
What can they be used for?What can they be used for?
• Plan for a Plan for a ComprehensiveComprehensive Goal or Goal or InitiativeInitiative• Establish or Expand a Statewide Spatial Establish or Expand a Statewide Spatial
Data Infrastructure (Data Infrastructure (SSDISSDI))
• Plan or Clarify a Plan or Clarify a Component Component ofof anan InitiativeInitiative
• Statewide CoordinationStatewide Coordination
• Standards ImplementationStandards Implementation
• Data ProductionData Production
• Common Applications DevelopmentCommon Applications Development
• Etc, etcEtc, etc
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
In your binder…In your binder…
1.1. Strategic Plan TemplateStrategic Plan Template
2.2. Strategic Plan Process MapStrategic Plan Process Map
3.3. Business Plan TemplateBusiness Plan Template
4.4. ScorecardScorecard
5.5. Success and FailureSuccess and Failure
6.6. Success Pitfall TableSuccess Pitfall Table
7.7. Return on InvestmentReturn on Investment
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
In your binder…In your binder…Strategic Plan Template (Tab 1)Strategic Plan Template (Tab 1)
Strategic Plan TemplateStrategic Plan Template
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
A more A more detaileddetailed look… look…
• Overview or Overview or PurposePurpose of Section ( of Section (ArialArial))
• List of List of Questions Questions (Times New Roman)(Times New Roman)::
• Help Help FacilitateFacilitate the Planning Process the Planning Process
• Yield Yield ContentContent of Plan Itself of Plan Itself
• Stimulate Stimulate DiscussionDiscussion
• Not all questions need to be answeredNot all questions need to be answered
• Some may lead to more questionsSome may lead to more questions
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
In your binder…In your binder…Strategic Planning Process Map (Tab 2)Strategic Planning Process Map (Tab 2)
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
In your binder…In your binder…Business Plan Template (Tab 3)Business Plan Template (Tab 3)
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
In your binder…In your binder…Collateral Materials (Tab 4)Collateral Materials (Tab 4)
To implement a Statewide Spatial Data Infrastructure (SSDI) consistent with appropriate national standards
Primary Strategic Goal
GOAL 1:Establish authority
for statewide coordination
Programmatic goals
GOAL 2:Develop GIS clearinghouse
GOAL 3:Pursue goal 3
GOAL 4:Pursue goal 4
TASK 1:Identify primary
stakeholders participants
Programmatic Tasks
TASK 2:Develop political
buy-in and support
TASK 4:Establish Statewide
Coordination Committee
TASK 3:Develop
user community buy-in and
support
5 points (Based on this example, to successfully complete Task 4, the unchecked task item needs to be achieved
TASK 4: Establish Statewide Coordination Committee
Successful
(6-7 points)
Needs Improvement
(3-5 points)
Long-way-to-go
(0- 2 points)
TASK 4 Scorecard
(7 points maximum, for this example)
Task success assessment
Performance monitoring should occur on a periodic basis throughout the project. Progress may be incremental.
TASK 4 Checklist: Identify and recruit
committee participants (2 points)
Select chairperson(1 point)
Establish statewide coordination committee goals (1 point)
Establish meeting frequency and location (1 point)
Develop liaison protocols for maintaining rapport with stakeholders and sponsors (2 points)
March 9, 2006 v2.2
Success and Failure
Scorecard
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006ROI & CBA
Success & Pitfall Table
In your binder…In your binder…Collateral Materials (Tab 4)Collateral Materials (Tab 4)
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
What is the What is the PurposePurpose of a of a Strategic PlanStrategic Plan??
• Implements Implements Long Term GoalsLong Term Goals
• Details Details ProgrammaticProgrammatic Goals Goals
• Identifies Identifies RisksRisks
• Develops Develops StrategiesStrategies for for Overcoming RisksOvercoming Risks
• Provides a Provides a ProcessProcess or or Feedback LoopFeedback Loop for Adjustment for Adjustment
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
What is this What is this StrategicStrategic Plan Plan TemplateTemplate??
1.1. Defines an Defines an Iterative ProcessIterative Process for: for:
• DiscussionsDiscussions
• ResearchResearch
• DraftingDrafting
• RefiningRefining
• ReviewReview
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
What is this What is this StrategicStrategic Plan Plan TemplateTemplate??
2.2. Provides a Provides a Consistent FrameworkConsistent Framework for Articulating for Articulating
• PurposePurpose
• ValuesValues
• RolesRoles
• ObjectivesObjectives
• Strengths & WeaknessesStrengths & Weaknesses
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Let’s take a look inside…Let’s take a look inside…
1.1. Executive SummaryExecutive Summary
2.2. Strategic Planning MethodologyStrategic Planning Methodology
3.3. Current SituationCurrent Situation
4.4. Vision and GoalsVision and Goals
5.5. RequirementsRequirements
6.6. Implementation ProgramImplementation Program
7.7. AppendicesAppendices
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Executive SummaryExecutive Summary (SPT:1)(SPT:1)
• Executive Level PresentationExecutive Level Presentation
• Brief, but Brief, but Sufficient DetailSufficient Detail
• Strategic Strategic ObjectivesObjectives of Plan of Plan
• BenefitsBenefits to be Realized to be Realized
• ResourcesResources Needs Needs
• Simplified Simplified TimelineTimeline
• Associated Associated CostsCosts
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Focus Your Executive Summary…Focus Your Executive Summary…• Ten PagesTen Pages
• Background & OverviewBackground & Overview
• Intro. & Definition of GISIntro. & Definition of GIS
• History of GIS use in MaineHistory of GIS use in Maine
• Major Findings of Needs AssessmentMajor Findings of Needs Assessment
• Major Recommendations & Plan of Major Recommendations & Plan of ActionAction
• Benefits of Plan of ActionBenefits of Plan of Action
• Funding the PlanFunding the Plan
• Proposed Governance StructureProposed Governance Structure
• Addressing PrivacyAddressing Privacy
• ConclusionsConclusions
• Two PagesTwo Pages
• OverviewOverview
• Current IssuesCurrent Issues
• Recommended SolutionsRecommended Solutions
• SummarySummary
• FundingFunding
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Strategic Planning MethodologyStrategic Planning Methodology (SPT:2)(SPT:2)
• Process takenProcess taken to develop to develop
• Emphasize processEmphasize process not the not the situationsituation
• Gets you Gets you organizedorganized
• DefinesDefines plan for plan for successsuccess
• StakeholderStakeholder identification identification
• ConstraintsConstraints or limitations or limitations
• Define Define targettarget audienceaudience
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Target AudienceTarget Audience
• Who do you need to Who do you need to convinceconvince??
• What would make them What would make them supportsupport this this initiative?initiative?
• Are there any Are there any politicalpolitical barriers? barriers?
• Election YearElection Year
• Party in controlParty in control
• TimingTiming is everything is everything
• Different Strokes for Different FolksDifferent Strokes for Different Folks
State of CT
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Current SituationCurrent Situation (SPT:3)(SPT:3)
• Assessment of the situationAssessment of the situation
• WhoWho are we? are we?
• WhereWhere are we? are we?
• WhatWhat has succeeded (or hasn’t) in the has succeeded (or hasn’t) in the pastpast
• SWOTSWOT
• SStrengths and trengths and WWeaknesseseaknesses
• OOpportunities and pportunities and TThreatshreats
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Current SituationCurrent Situation (SPT:3)(SPT:3)
• Study the Study the historyhistory…where you’ve been…where you’ve been
• Examine the current Examine the current issuesissues…where you are…where you are
• Know where the Know where the decision makersdecision makers want to go want to go
• Tie them together…look for Tie them together…look for synergysynergy
©2006, Applied Geographics, Inc
State of Connecticut – TOPOFF3
NSGIC March 2006NSGIC March 2006
Vision and GoalsVision and Goals (SPT:4)(SPT:4)
• Overarching goal is Overarching goal is SSDISSDI
• Articulating Articulating programmaticprogrammatic goals goals
• Defining Defining stepssteps to get there to get there
• Realistic Realistic shortshort and and long-termlong-term horizonshorizons
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
NSDI, SSDI and the Strategic and Business Plan Templates Part of a bigger picturePart of a bigger picture
NSDI
50 StatesInitiative
SSDIMA
SSDITX
SSDIAK
SP BP
Stakeholders
SP BP
Stakeholders
SP BP
Stakeholders
StakeholdersMunicipalitiesParishesTownshipsVillages CountyStateTribalFederalRegional government agencies Regional planning organizations Non-profit organizationsUtilitiesPrivate BusinessAcademiaPublic
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
RequirementsRequirements (SPT:5)(SPT:5)
• Technical Technical SectionSection
• Assessment of Assessment of InfrastructureInfrastructure
• DataData Requirements Requirements
• TechnologyTechnology Requirements Requirements
• ResourceResource Requirements Requirements
• StandardsStandards
• OrganizationalOrganizational Needs Needs
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
RequirementsRequirements(SPT:5)(SPT:5)
TechnologyTechnology• HardwareHardware• SoftwareSoftware• NetworkNetwork• Legacy systems Legacy systems
integrationintegration• Systems Systems
Architecture Architecture
Maine Geo-Library Architecture
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
RequirementsRequirements(SPT:5)(SPT:5)
DataData• What are all the needsWhat are all the needs• Data specifications & standardsData specifications & standards
Federal, State, Local, IndustryFederal, State, Local, Industry
• Data compliancyData compliancy• Data sensitivity/confidentialityData sensitivity/confidentiality• Data flowsData flows• MetadataMetadata• Data sharing/MOUData sharing/MOU
Data Flows©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
RequirementsRequirements(SPT:5)(SPT:5)
Coordination and OversightCoordination and Oversight1.1. Full-time paid Full-time paid CoordinatorCoordinator
2.2. Defined Defined authorityauthority for Statewide Coordination for Statewide Coordination
3.3. FormalFormal relationship with relationship with CIOCIO
4.4. InvolvedInvolved decision maker decision maker
5.5. ResponsibilitiesResponsibilities for NSDI and Clearinghouse for NSDI and Clearinghouse assignedassigned
6.6. CoordinateCoordinate with LGA’s, academia, & public sector with LGA’s, academia, & public sector
7.7. Sustainable Sustainable fundingfunding exists exists
8.8. Coordinators have Coordinators have contractual authoritycontractual authority
9.9. Fed’s Fed’s work throughwork through coordinating body coordinating body
©2006, Applied Geographics, Inc
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Implementation ProgramImplementation Program (SPT:6)(SPT:6)
• DivideDivide and Conquer and Conquer
• PhasedPhased Approach Approach
• Should be Should be High-LevelHigh-Level
• Business Plan Business Plan Lays outLays out the the DetailsDetails
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Implementation ProgramImplementation Program (SPT:6)(SPT:6)
• What are your program elements?What are your program elements?• DataData
Orthoimagery, Parcels, CenterlinesOrthoimagery, Parcels, Centerlines
StandardsStandards
MetadataMetadata
• FunctionalFunctional Public SafetyPublic Safety
Public HealthPublic Health
Environmental ManagementEnvironmental Management
• Business ProcessBusiness Process PermittingPermitting
Asset ManagementAsset Management
Land AcquisitionLand Acquisition
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
SummarySummary
• Strategic PlanStrategic Plan
• What?What?
• Why?Why?
• Strategic Process MapStrategic Process Map
• Business Plan TemplateBusiness Plan Template
• How?How?
• When?When?
• How much?How much?
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Strategic Plan Process Strategic Plan Process Map (SPPM)Map (SPPM)
For use by all Stakeholders in For use by all Stakeholders in the Geospatial Communitythe Geospatial Community
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
What is the SPPM?What is the SPPM?
• A practical approach A practical approach
• Ideas on executionIdeas on execution
• Structure and tasks Structure and tasks
• ModifiableModifiable
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
5 Phases5 Phases
1.1. Getting StartedGetting Started
2.2. Preliminary PlanningPreliminary Planning
3.3. StrategizingStrategizing
4.4. AuthoringAuthoring
5.5. Monitoring and MarketingMonitoring and Marketing
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
2
3
5
4
1 = Iterative2 = Inclusive3 = Is Approved4 = Supported5 = Flows to the business plan
1
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
1. Getting Started1. Getting Started
• Establish a Working Establish a Working GroupGroup
• Define roles and Define roles and responsibilitiesresponsibilities
• Assign roles and Assign roles and responsibilitiesresponsibilities
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
2. Preliminary Planning2. Preliminary Planning
• LogisticsLogistics• kick-off meetingkick-off meeting• meeting frequencymeeting frequency
• Resource PlanningResource Planning• impact on process itselfimpact on process itself
• ScheduleSchedule• Timing considerationsTiming considerations• Target milestonesTarget milestones
• OrganizationOrganization• CharterCharter• Sub-committeesSub-committees
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
3. Strategizing3. Strategizing• ScopingScoping
• Determine scopeDetermine scope
• Other requirementsOther requirements
• What period of time will the plan What period of time will the plan cover?cover?
• Goal AssessmentGoal Assessment• Set preliminary programmatic goalsSet preliminary programmatic goals
• Stakeholder validationStakeholder validation
• Identify road blocksIdentify road blocks
• SWOTSWOT
• Capturing informationCapturing information
• Generating SupportGenerating Support• Enlist political help Enlist political help
• Generate consensusGenerate consensus
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
4. Authoring4. Authoring• Aimed at readershipAimed at readership
• Employ ReviewersEmploy Reviewers
• IterateIterate
• ‘‘pave the way’pave the way’
• Publish and Publish and be….successfulbe….successful
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
5. Monitoring and Marketing5. Monitoring and Marketing
• Assessing progressAssessing progress
• Who/whereWho/where
• How oftenHow often
• Develop metrics Develop metrics
• Progress MonitoringProgress Monitoring
• Marketing Marketing
• Collecting feedbackCollecting feedback
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Questions and AnswersQuestions and Answers
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
BreakBreak
Return by 10:30Return by 10:30
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Business Plan TemplateBusiness Plan Template
Advancing Statewide Spatial Advancing Statewide Spatial Data Infrastructures in Data Infrastructures in
Support of NSDISupport of NSDI
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
What is a Business Plan?What is a Business Plan?
• Describes who you areDescribes who you are• Describes Describes whatwhat you want to achieve you want to achieve• Describes the Describes the benefitsbenefits to be realized to be realized• Quantifies Quantifies costcost and and return on investmentreturn on investment• Outlines an implementation planOutlines an implementation plan• Provides evidence of Provides evidence of due diligencedue diligence
• Makes a good business caseMakes a good business case
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
• Strategic Plan Strategic Plan
• ‘‘WhatWhat’’ and the and the ‘‘WhyWhy’’
• Business Plan Business Plan
• ‘‘HowHow’’
• Aimed at those that Aimed at those that approveapprove and and fundfund
Strategic Plan vs. Business PlanStrategic Plan vs. Business Plan
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
To implement a Statewide Spatial Data Infrastructure (SSDI)
consistent with appropriate national standards
Primary Strategic Goal
GOAL 1:Establish authority
for statewide coordination
GOAL 2:Develop GIS
clearinghouse
GOAL 3:Pursue goal 3
Business Plan DetailsBusiness Plan DetailsBusiness Plan DetailsBusiness Plan Details
SP
SP
BP
BPProgrammatic Goals
Strategic Plan vs. Business PlanStrategic Plan vs. Business Plan
• Business plans should relate to Strategic objectivesBusiness plans should relate to Strategic objectives• Business Plans come from goals• You can have more then one Business PlanYou can have more then one Business Plan
Benefits
Justification
ROI
Cost/Benefit
Implementation PlanCosts
Requirements
Risks
Copyright March 2006 Applied Geographics, Inc.
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
When writing a BP think of these When writing a BP think of these things:things:
• Relevant to the organization Relevant to the organization • Short (10-20 pages)Short (10-20 pages)• Easy to read and approveEasy to read and approve• Clear and conciseClear and concise• CompellingCompelling• Credible and factually correctCredible and factually correct• Action orientedAction oriented
Content is aimed at a very specific readershipContent is aimed at a very specific readership
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
BPT – Section HeadingsBPT – Section Headings
• Executive SummaryExecutive Summary• Program Goals Program Goals (programmatic goals)(programmatic goals)• Program Benefits and JustificationProgram Benefits and Justification• Program Requirements and CostsProgram Requirements and Costs• Organizational ApproachOrganizational Approach• Implementation PlanImplementation Plan• Appendices (your reference)Appendices (your reference)
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
The Executive Summary… The Executive Summary… (BPT:1)(BPT:1)
• Should represent the message of the Should represent the message of the whole reportwhole report
• Should stand aloneShould stand alone• Aimed at getting approval and fundedAimed at getting approval and funded• PackagingPackaging
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
GeorgiaCase for a GIO
NSGIC March 2006NSGIC March 2006
To implement a Statewide Spatial Data Infrastructure (SSDI)
consistent with appropriate national standards
Primary Strategic Goal
GOAL 1:Establish authority
for statewide coordination
GOAL 2:Develop GIS
clearinghousenode
GOAL 3:Pursue goal 3
TASK 1.1Identify primary
stakeholders participants
TASK 1.2 Develop political
buy-in and support
TASK 1.4 Establish Statewide
Coordination Committee
TASK 1.3Develop
user community buy-in and
support
Performance monitoring should occur on a periodic basis throughout the project
SUB-TASK 1.4.1
Establish Statewide
Coordination Committee
Goals
SP
SP
BP
BP
BPProgrammatic
Goals
ProgrammaticTask
Task success assessment
Programmatic Sub-Task
Task Assessment
1.4.1:recruit
committee participants
Task Assessment
1.4.1:recruit
committee participants
Task Assessment
1.4.1:recruit
committee participants
Programmatic GoalsProgrammatic Goals
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Program Benefits and JustificationProgram Benefits and Justification(BPT:3)(BPT:3)
Quantitative/Quantitative/FinancialFinancial
ROI assessmentROI assessment Cost/Benefit analysisCost/Benefit analysis Cost Savings Cost Savings Time savingTime saving Cost avoidanceCost avoidance Cost of doing nothingCost of doing nothing Revenue GenerationRevenue Generation
Oregon GIS UtilityInitiative
ESRI Case Studies
ROI = (benefit-cost)/cost
GIT Businesses Case Development and ROI Literature ReviewGITA Research Division
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Cost/BenefitCost/Benefit
• System planningSystem planning• system acquisitionsystem acquisition• ImplementationImplementation• Staffing & trainingStaffing & training• Operations and maintenanceOperations and maintenance• Database developmentDatabase development• System costsSystem costs• EquipmentEquipment• SoftwareSoftware• HardwareHardware• FacilityFacility
Internal & External BenefitsInternal & External Benefits• New CapabilitiesNew Capabilities• Improved regulatory Improved regulatory
compliancecompliance• Work efficienciesWork efficiencies• Improved customer serviceImproved customer service• Decreased wait timeDecreased wait time• Decreased training costsDecreased training costs• Increase in billable servicesIncrease in billable services• Avoidance of future costsAvoidance of future costs• Revenue enhancementRevenue enhancement• Reduced dependency on Reduced dependency on
consultantsconsultants
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Montgomery County, MDMontgomery County, MD1. Cannot find correct data when needed2. Maps and data are out of date, incomplete, inaccurate3. Different data sets and maps have incompatible formats, definitions, and4. scale5. Need to create and maintain redundant data and maps in individual6. organizational units7. Number of maps produced is limited by the person-time required8. Number of alternatives evaluated during a study is limited due to the time9. and cost required for materials and staff10. Combining data and maps for a study is time-consuming and difficult11. Dependent on personal knowledge and memory12. Products are not standard.
a. Improvements in existing operationsb. Additional capabilities not available in a non-
GIS environmentc. Response to unexpected, non-planned, or
emergency situationsd. Intangible improvementse. Revenues generated through sale of data
and products.
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Program Benefits and JustificationProgram Benefits and Justification(BPT:3)(BPT:3)
Qualitative/Qualitative/Non-Financial/Hard to Non-Financial/Hard to quantify/Collateral Benefitsquantify/Collateral Benefits
Meeting a mandated requirementMeeting a mandated requirement Societal/community benefitSocietal/community benefit
• Better or more available dataBetter or more available data• More efficient data exchangeMore efficient data exchange• Improved customer serviceImproved customer service• Improved quality of lifeImproved quality of life• Better management of environmentBetter management of environment• Saving life'sSaving life's
Spin-off benefitsSpin-off benefits• improved mappingimproved mapping• Response to the unexpectedResponse to the unexpected• Enhanced revenueEnhanced revenue
Benefit accrualBenefit accrual
Oregon GIS UtilityInitiative
Georgia, Case for a GIO
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Overview of VMMOverview of VMM
• CIO CouncilCIO Council• Measuring the Measuring the
value of value of electronic electronic servicesservices
• Measure valueMeasure value• Full Full
accounting of accounting of costcost
• Considers riskConsiders riskVMM How To Guide - See SPT Appendix 1
Cost
Value Risk
NSGIC March 2006NSGIC March 2006
Overview of VMM Steps Overview of VMM Steps (Source: Federal CIO Council, Committee on Best Practices)(Source: Federal CIO Council, Committee on Best Practices)
Step 1: Step 1:
Develop a Decision Develop a Decision FrameworkFramework
Step 2: Step 2:
Alternative AnalysisAlternative AnalysisStep 3: Step 3:
Pull the Information Pull the Information TogetherTogether
Step 4:Step 4:
Communicate and Communicate and DocumentDocument
Identify and Identify and define value define value structurestructure
Identify and Identify and define alternativesdefine alternatives
Aggregate the Aggregate the cost estimatecost estimate
Communicate Communicate value to customers value to customers and stakeholdersand stakeholders
Identify and Identify and define risk structuredefine risk structure
Estimate value Estimate value and costand cost
Calculate ROICalculate ROI Prepare budget Prepare budget justification justification documentdocument
Identify and Identify and define cost structuredefine cost structure
Conduct risk Conduct risk analysisanalysis
Calculate the Calculate the value scorevalue score
Satisfy ad hoc Satisfy ad hoc reporting reporting requirementrequirement
Begin Begin documentationdocumentation
Ongoing Ongoing documentationdocumentation
Calculate the risk Calculate the risk scorescore
Use lessons Use lessons learned to improve learned to improve processesprocesses
Compare value, Compare value, cost, and riskcost, and risk
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More on VMMMore on VMM
Appendix 1 in SPT
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Program Requirements and Costs Program Requirements and Costs (BPT:4)(BPT:4)
1.1. InventoryInventory
2.2. DataData
3.3. TechnologyTechnology
4.4. ResourceResource
5.5. StandardsStandards
6.6. BudgetBudget
7.7. Risk AssessmentRisk Assessment
State of Maine Geo-Pillars
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NSGIC March 2006NSGIC March 2006
Program RequirementsProgram Requirements(BPT:4)(BPT:4)
StandardsStandards• This This isis a cornerstone NSDI Goal a cornerstone NSDI Goal
““the technology, policies, standards, and the technology, policies, standards, and human resources necessary to acquire, human resources necessary to acquire, process, store, distribute, and improve process, store, distribute, and improve utilization of geospatial data”utilization of geospatial data”
• FGDC is charged as the coordinating FGDC is charged as the coordinating body responsible for development and body responsible for development and implementing national strategies to implementing national strategies to advance the goal of NSDIadvance the goal of NSDI
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Program Costs Program Costs (BPT:4)(BPT:4)
Budget RequirementsBudget Requirements• Short-term, long-term Short-term, long-term
projected costs broken down projected costs broken down as appropriate:as appropriate:
Planning, acquisition, Planning, acquisition, implementation, operations, implementation, operations, maintenance, consultant, maintenance, consultant, otherother
• Sources of funding:Sources of funding: General funds, mission General funds, mission
specific, service fees, specific, service fees, permits/licenses, grants, cost permits/licenses, grants, cost recoveryrecovery
What is the source of funding What is the source of funding over the long-term?over the long-term?
• Remaining insulated from Remaining insulated from being cutbeing cut
• Remaining ready to harvestRemaining ready to harvest
Phase I costs estimates:Low estimate: $815,000High estimate: $1,477,000
Phase II cost estimates:Low estimate: $1,016,000High estimate: $2,032,000
Total Cost: $1,831,000 - $3,509,000
Average: $2,670,000
Breakdown by activity(calculated from the average of low/high bracket):
Hardware & Software: 17.4%Professional Services: 25.0%Application Development: 57.6%
Commonwealth of Massachusetts Investment Brief for parcels data development
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Program Requirements and Costs Program Requirements and Costs (BPT:4)(BPT:4)
Risk AssessmentRisk Assessment• What is Risk?What is Risk?
Program not successfulProgram not successful Loss of key peopleLoss of key people Conflicts with mandatesConflicts with mandates
• Part of planningPart of planning• What is the likelihood What is the likelihood
and potential impactand potential impact• How to mitigate How to mitigate
PRIORITY
IdentifyQuantifyPlan ResponseMonitor
Oregon GIS UtilityInitiative
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Organizational Approach Organizational Approach (BPT:5)(BPT:5)
• LeadershipLeadership Statewide GIS Statewide GIS
Coordinator (GIO)Coordinator (GIO)
• ConsolidationConsolidation repositioning staffrepositioning staff
• QualificationQualification New staff/outsourcingNew staff/outsourcing Training needsTraining needs ConsultantsConsultants
• Organize around the Organize around the objective objective
Coordination amongst Coordination amongst stakeholdersstakeholders
• SustainableSustainable
CT HLS Organizational
Structure
Indiana GIS Organizational
Structure
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Are Are youyou still still
Convinced Convinced
you are doing the right thing?you are doing the right thing?
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Implementation Plan Implementation Plan (BPT:6)(BPT:6)
• This is the project This is the project planplan
• Should include Should include implementation implementation detailsdetails
PhasesPhases TasksTasks TimelineTimeline CostCost
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
MarketingMarketing
Marketing – Montana
Coordination Council
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BrandingBranding
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The Business PlanThe Business Plan
• BP aims to realize programmatic goal(s)BP aims to realize programmatic goal(s)• Make a compelling business case for:Make a compelling business case for:
• whatwhat you want to achieve you want to achieve• what what benefitsbenefits to be realized to be realized• RelevancyRelevancy to the organization to the organization
• Targeted document aimed at “check signer”Targeted document aimed at “check signer”• Executive Summary and the Bottom-line Executive Summary and the Bottom-line • Plan is “fresh” for a short period so ‘act’Plan is “fresh” for a short period so ‘act’• Leverage the geo-community and other resourcesLeverage the geo-community and other resources
• NSGIC websiteNSGIC website• otherother
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
““Plans are nothing; Plans are nothing; planning is planning is everything”everything”
Dwight D. Dwight D. Eisenhower Eisenhower
““Plans are of little Plans are of little importance, but importance, but planning is planning is essential”essential” Winston Winston
Churchill Churchill
http://www.whitehouse.gov/history/presidents/de34.html
http://en.wikipedia.org/wiki/Image:Winston_Churchill.jpg
NSGIC March 2006NSGIC March 2006
Case for a GIO in GeorgiaCase for a GIO in Georgia
“ “Regardless of what the future holds and how the Regardless of what the future holds and how the Case may impact decisions, developing the Case may impact decisions, developing the document document encouraged collaboration between encouraged collaboration between several state and local agenciesseveral state and local agencies. .
In building the Case, the GISCC reached out to the In building the Case, the GISCC reached out to the Regional Development Centers and really Regional Development Centers and really engaged them in the document development engaged them in the document development which was which was mutually beneficial to allmutually beneficial to all. ” . ”
Danielle Ayan, Center for GIS
NSGIC March 2006NSGIC March 2006
Measuring SuccessMeasuring SuccessThe ScorecardThe Scorecard
Advancing Statewide Spatial Advancing Statewide Spatial Data Infrastructures in Data Infrastructures in
Support of NSDISupport of NSDI
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Measuring Progress?Measuring Progress?
• WithoutWithout some level of progress monitoring and some level of progress monitoring and oversight, success maybe ‘successfully’ avoidedoversight, success maybe ‘successfully’ avoided
• If you are If you are not keeping scorenot keeping score then you are only then you are only practicingpracticing
• Develop progress metricsDevelop progress metrics• Assign task responsibilitiesAssign task responsibilities• Develop structures for reportingDevelop structures for reporting
• MeetingsMeetings• Progress ReportsProgress Reports• MetricsMetrics
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NSGIC March 2006NSGIC March 2006
Developing a ScorecardDeveloping a Scorecard
• Use a point-based approachUse a point-based approach• Use Pass/Fail approachUse Pass/Fail approach
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
To implement a Statewide Spatial Data Infrastructure (SSDI) consistent with appropriate national standards
Primary Strategic Goal
GOAL 1:Establish authority
for statewide coordination
Programmatic goals
GOAL 2:Develop GIS clearinghouse
GOAL 3:Pursue goal 3
GOAL 4:Pursue goal 4
TASK 1:Identify primary
stakeholders participants
Programmatic Tasks
TASK 2:Develop political
buy-in and support
TASK 4:Establish Statewide
Coordination Committee
TASK 3:Develop
user community buy-in and
support
5 points (Based on this example, to successfully complete Task 4, the unchecked task item needs to be achieved
TASK 4: Establish Statewide Coordination Committee
Successful
(6-7 points)
Needs Improvement
(3-5 points)
Long-way-to-go
(0- 2 points)
TASK 4 Scorecard
(7 points maximum, for this example)
Task success assessment
Performance monitoring should occur on a periodic basis throughout the project. Progress may be incremental.
TASK 4 Checklist: Identify and recruit
committee participants (2 points)
Select chairperson(1 point)
Establish statewide coordination committee goals (1 point)
Establish meeting frequency and location (1 point)
Develop liaison protocols for maintaining rapport with stakeholders and sponsors (2 points)
March 9, 2006 v2.2
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
To implement a Statewide Spatial Data Infrastructure (SSDI) consistent with appropriate national standards
Primary Strategic Goal
GOAL 1:Establish authority
for statewide coordination
Programmatic goals
GOAL 2:Develop GIS clearinghouse
GOAL 3:Pursue goal 3
GOAL 4:Pursue goal 4
TASK 1:Develop
inventory of existing
geospatial data
(including metadata)
Programmatic Tasks
TASK 2: Adopt
appropriate standards and
establish minimum
compliance criteria
TASK 4:Establish a
clearinghouse website for publishing
metadata and sources for the
actual data
TASK 3:Promote
awareness amongst
stakeholders and
constituents
Completed all checklist items, both mandatory and non-mandatory
Completed all mandatory checklist items
No completed checklist items
TASK 4: Establish a clearinghouse website for publishing metadata and sources for the actual data
Successful Sufficient
Not Sufficient
TASK 4 Scorecard
Task success assessment
Performance monitoring should occur on a periodic basis throughout the project. Progress may be incremental.
TASK 4 Checklist: Establish Memos of
Understanding for sharing data (mandatory if applicable)
Establish hardware, software, networking and support requirements for clearinghouse (mandatory)
Establish links to RAMONA and FGDC/GOS sites (mandatory)
Develop on-line User Guide for clearinghouse (non-mandatory)
March 9, 2006 v2.2
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Questions and AnswersQuestions and Answers
©2006, Applied Geographics, Inc
NSGIC March 2006NSGIC March 2006
Some Final Thoughts on Some Final Thoughts on Strategic and Business Strategic and Business
PlanningPlanning
Advancing Statewide Spatial Advancing Statewide Spatial Data Infrastructures in Data Infrastructures in
Support of NSDISupport of NSDI
NSGIC March 2006NSGIC March 2006
What’s LeftWhat’s Left
• Return On Investment (ROI) & Cost Return On Investment (ROI) & Cost Benefit AnalysisBenefit Analysis
• RamonaRamona• Factors leading to success and failureFactors leading to success and failure
NSGIC March 2006NSGIC March 2006
Selecting a MethodSelecting a Method
• Need a Documented ApproachNeed a Documented Approach• Return On Investment (ROI)Return On Investment (ROI)
• Tangible Benefits vs. Cost to ImplementTangible Benefits vs. Cost to Implement
• Cost Benefit Analysis (CBA)Cost Benefit Analysis (CBA)• Tangible and Tangible and IntangibleIntangible Benefits vs. Cost to Benefits vs. Cost to
ImplementImplement• One Example is Value Measuring Methodology One Example is Value Measuring Methodology
(VMM)(VMM) Federal CIO Council – Value, Cost & RiskFederal CIO Council – Value, Cost & Risk
NSGIC March 2006NSGIC March 2006
Simple ExampleSimple Example
• GOAL - Improve Bill’s Work GOAL - Improve Bill’s Work Performance by Reducing StressPerformance by Reducing Stress• Bill needs a hobbyBill needs a hobby
• What are the OptionsWhat are the Options• What are the CostsWhat are the Costs• What are the BenefitsWhat are the Benefits
NSGIC March 2006NSGIC March 2006
Options (Qualitative Review)Options (Qualitative Review)
• BaseballBaseball• Seasonal, too hard on the kneesSeasonal, too hard on the knees
• FootballFootball• Seasonal, too hard on everythingSeasonal, too hard on everything
• BasketballBasketball• All year long, heart attack waiting to happenAll year long, heart attack waiting to happen
• Target ShootingTarget Shooting• Great stress reliever, easy on the bodyGreat stress reliever, easy on the body
What are the costs and the benefitsWhat are the costs and the benefits
NSGIC March 2006NSGIC March 2006
COST Bi-Weekly Weekly Bi-Monthly Monthly
Rental Option
Gun $10.00 $1,040.00 $520.00 $240.00 $120.00
100 Rounds Ammo $25.50 $2,652.00 $1,326.00 $612.00 $306.00
Ear Protection $1.00 $104.00 $52.00 $24.00 $12.00
Targets $2.10 $218.40 $109.20 $50.40 $25.20
Lane $7.00 $728.00 $364.00 $168.00 $84.00
Annual Cost $4,742.40 $2,371.20 $1,094.40 $547.20
Per Trip Cost $45.60 $45.60 $45.60 $45.60
Purchase Option
Gun$587.5
0 $587.50 $587.50 $587.50 $587.50
100 Rounds Ammo (Bulk) $14.70 $1,528.80 $764.40 $352.80 $176.40
Ear Protection $31.50 $31.50 $31.50 $31.50 $31.50
Targets $2.10 $218.40 $109.20 $50.40 $25.20
Lane$148.0
0 $148.00 $148.00 $148.00 $148.00
Annual Cost $2,514.20 $1,640.60 $1,170.20 $968.60
Per Trip Cost $24.18 $31.55 $48.76 $80.72
Net Savings Per Trip $21.43 $14.05 -$3.16 -$35.12
Options AnalysisT
arge
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g O
ptio
ns
Tar
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hoot
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Opt
ions
Q
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itativ
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evie
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NSGIC March 2006NSGIC March 2006
What are the Benefits?What are the Benefits?
• TangibleTangible• Estimated 2 hours per week productivity Estimated 2 hours per week productivity
gaingain
• IntangibleIntangible• Customer SatisfactionCustomer Satisfaction• In future, less likely to haveIn future, less likely to have
Heart attackHeart attack Nervous breakdownNervous breakdown
NSGIC March 2006NSGIC March 2006
What is ROI?What is ROI?
• Benefits Benefits • $13,000 for increased productivity (104 hours $13,000 for increased productivity (104 hours
per year @ $125.00 per hour)per year @ $125.00 per hour)• CostsCosts
• $2,514.20 (Bi-weekly Purchase Option)$2,514.20 (Bi-weekly Purchase Option)• $1,434.68 (3,224 miles annually @ $.445/mile) $1,434.68 (3,224 miles annually @ $.445/mile)
• ROI = ROI = NetNet Benefits/Total Cost Benefits/Total Cost• ROIROI = ($13,000-$3,949) / $3,949 or = ($13,000-$3,949) / $3,949 or 2.292.29• Payback in one year, therefore no Payback in one year, therefore no
discounting of future benefits/costsdiscounting of future benefits/costs
NSGIC March 2006NSGIC March 2006
Guidance From HereGuidance From Here
• Brief Handout on ROI in PackageBrief Handout on ROI in Package• Examples on Web PageExamples on Web Page• VMM Method Documents on Web PageVMM Method Documents on Web Page• Take some time to get a basic Take some time to get a basic
understanding before you need itunderstanding before you need it• Could have an entire workshop on ROI and Could have an entire workshop on ROI and
CBA and only scratch the surfaceCBA and only scratch the surface• May try to create an Excel tool over the May try to create an Excel tool over the
next year to assist with ROI and CBAnext year to assist with ROI and CBA
NSGIC March 2006NSGIC March 2006
Ramona as a ToolRamona as a Tool
• Information on:Information on:• UsersUsers• OrganizationsOrganizations• SystemsSystems• PoliciesPolicies• DataData
• Future Future ImprovementsImprovements
• Information on:Information on:• UsersUsers• OrganizationsOrganizations• SystemsSystems• PoliciesPolicies• DataData
• Future Future ImprovementsImprovements
NSGIC March 2006NSGIC March 2006
Ensuring SuccessEnsuring Success
• Two documents in package to read before Two documents in package to read before starting the planning processstarting the planning process• Success and Failure topicsSuccess and Failure topics• Success and Pitfall TableSuccess and Pitfall Table
• Contain Information for:Contain Information for:• Before you startBefore you start• During the processDuring the process• After plans are doneAfter plans are done
• The real work begins after you complete The real work begins after you complete the Strategic and Business Plansthe Strategic and Business Plans
NSGIC March 2006NSGIC March 2006
Ensuring SuccessEnsuring Success
• Evaluate whether or not you created a Evaluate whether or not you created a realistic and workable solution realistic and workable solution
• Can you articulate the compelling reasons Can you articulate the compelling reasons for funding your project?for funding your project?
• Repeatedly ask Repeatedly ask • Right people must remember your solutionRight people must remember your solution• Everyone must ask for the same thingEveryone must ask for the same thing• Provide a consistent message about Provide a consistent message about
solving problemssolving problems
NSGIC March 2006NSGIC March 2006
Ensuring SuccessEnsuring Success
• Be right and always ready to make Be right and always ready to make your caseyour case
• Be reasonable and always ready with Be reasonable and always ready with intelligent compromisesintelligent compromises
• Be prepared to take the other Be prepared to take the other “guy’s” money“guy’s” money
• Understand your friends and Understand your friends and “enemies”“enemies”
NSGIC March 2006NSGIC March 2006
Ensuring SuccessEnsuring Success
• Don’t despair – be patientDon’t despair – be patient• No substitute for honest effort and No substitute for honest effort and
hard workhard work• MANAGE Stakeholder Expectations!!MANAGE Stakeholder Expectations!!• and much more…and much more…
NSGIC March 2006NSGIC March 2006
How to FailHow to Fail
• Don’t do the aboveDon’t do the above• Write complex or confusing plansWrite complex or confusing plans• Assume people know what you are talking Assume people know what you are talking
aboutabout• Skip number crunchingSkip number crunching• Inflate the numbersInflate the numbers• Do it all for “them” and expect “them” to Do it all for “them” and expect “them” to
like itlike it• and More…and More…
NSGIC March 2006NSGIC March 2006
Questions and AnswersQuestions and Answers
NSGIC March 2006NSGIC March 2006
ENDEND