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Government*Horizons Inc. Training Series™ Capital Planning & Investment Control Manager's Boot Camp With an Emphasis on Learning How to do OMB Exhibit 300 Business Cases January 29-30, 2009 This course is recommended for 16 CLPs and is designed to fulfill a DAWIA, FAC-C Level II elective, or FAC-P/PM requirements. Students will receive a Government*Horizons certificate of completion.
“This should be a mandatory course for PM’s and all stakeholders when investments are selected and the process of the E300 begins. It would give everyone and understanding of the process”. – Gregory Poling, Bus. Ops. Specialist, IRS “This course is very informative on the CPIC process at the high level. I was able to collect pages of tips for future 300 development”. – Kevin Ruse, Capital Planning Manager, USDA FNS Registration: 8:00 AM (Day One Only) Course materials, continental breakfast (coffee and pastries), refreshments included. About This Workshop: This workshop will give you the management and subject matter expert's secrets, tools, tips and exposure to Capital Planning and to the OMB Exhibit 300 form. You will gain insight into the federal requirements, the legislative drivers and enablers, management processes, methodologies, procedures and supplemental documentation. At the end of this two day boot camp, you'll know the secrets to ensuring the successful and accurate reporting of an investment to OMB. Ultimately you'll know how to bid, compete, write or comply for the prize: FUNDING. This workshop is designed to take a manager or analyst into the world of CPIC and learn to play the game. You will learn the business case justification process and be introduced to your new best friend: The OMB Exhibit 300 form. In just two days you will know how to read one, write one, and get the best possible score. (NOTE: Best Score = Best Funding Opportunity) as a way to secure funding, justify existing programs. Here are some ways this course will ensure your success: • Government Contractors - send your staff to be trained if you're looking to place talent into a position on-site supporting Exhibit 300 efforts • Government Contracting Officers - learn how the contracting and acquisition strategy and certification applies to you • Government CIO Support Staff - learn how you will be expected to conform to this process by law and contribute in key areas such as enterprise architecture, information assurance, security & privacy, earned value management, alternatives analysis and much more • Government Major Program IT and Management Staff - learn how you will be expected to conform to this process by law and contribute in key areas such as enterprise architecture, information assurance, security & privacy, earned value management, alternatives analysis and much more • Business Developers - Perform competitive intelligence and develop sales pipelines second to none. Know actual budget dollar figures of recompetes and new initiatives, know the names of the key players and their contact information, know the program's strengths and weaknesses. • Market Researchers - Perform account forecasting and agency research with an accuracy your competitors cannot match, using the same tool market research firms are using (and charging you hundreds of thousands of dollars for the same information) • Managers - Review where your customer is headed without having to ask them - use the tool to become a trusted advisor and solution provider without sales calls, questions and gimmicks. Know how to present solutions based on published business cases, using their own reports to substantiate your offering and your solution. Show them how to save money and increase efficiencies using this tool that they understand. Know where to look and how to read the Exhibit 300 to know who the key players and decision makers are for a program. • Analysts - apply what you learn to be able to complete these business cases for government clients as a full time CPIC analyst and 300 writer. • Proposal Writers - learn what now must be in a proposal - how to read between the lines and interpret what's in an RFP; how to ghost win themes that are now legal requirements, how to write in a competitive advantage by knowing the RFP as it relates to their long-term objectives and the compliance of their business case. “During fiscal 2005 budget reviews in February, OMB put 621 projects with budgets totaling $22 billion on the at-risk list for missing at least one of three major requirements: IT security, a qualified full-time project manager and defined performance measures." Government Computer News, Jason Miller, on OMB & GAO. To read the article, please visit: http://www.gcn.com/print/23_31/27708-1.html GAO recently reported in INFORMATION TECHNOLOGY, Agencies Need to Improve the Accuracy and Reliability of Investment Information: Underlying support was often inadequate for information provided in the exhibit 300s reviewed. Three general types of weaknesses were evident: • All exhibit 300s had documentation weaknesses. Documentation either did not exist or did not fully agree with specific areas of the exhibit 300. For example, both these problems occurred in relation to calculations of financial benefits for most investments. In addition, for 23 of the 29 investments, information on performance goals and measures was not supported by explanations of how agencies had initially measured their baseline levels of performance (from which they determine progress) or how they determined the actual progress reported in the exhibit 300. • Agencies did not always demonstrate that they complied with federal or departmental requirements or policies with regard to management and reporting processes. For example, 21 investments were required to use a specific management system as the basis for the cost, schedule, and performance information in the exhibit 300, but only 6 did so following OMB-required standards. Also, none had cost analyses that fully complied with OMB requirements for cost-benefit and cost-effectiveness analyses. In contrast, most investments did demonstrate compliance with information security planning and training requirements. • In sections that required actual cost data, these data were unreliable because they were not derived from cost-accounting systems with adequate controls. In the absence of such systems, agencies generally derived cost information from ad hoc processes. See report: http://www.gao.gov/new.items/d06250.pdf. For copies of the policy guidance see the OMB web site at:
http://www.whitehouse.gov/omb/procurement/workforce/fed_acq_cert_042507.pdf http://www.whitehouse.gov/omb/procurement/acq_wk/fac_contracting_program.pdf
For the requirements for the DAWIA certification levels go to page 109 in the course catalog on the Defense Acquisition University Web site at:
http://www.dau.mil/catalog/Course_Description_2007/DAU_2007_Catalog.pdf What other attendees have said about this training: “Excellent knowledge of the Capital Planning Process and the Exhibit 300.” “Instructor took the time after class to review a business case with me to help me understand it better.” “This instructor is engaging and has excellent eye contact with the students, she made the material easy to understand and made the concepts easy to grasp." "The Instructor allowed discussion in the class and did not dictate material from slides, I preferred this style of teaching to the typical death by PowerPoint." Those individuals who will gain the most benefit from this course are those who are Program, portfolio and project managers who are assigned the development of the business cases, who want a better understanding and justification of the business case and IT Portfolio process or who need to understand the new 99% solution format and expectations. Attendance is highly encouraged for those affiliated with failing business cases, business cases requiring improvement plans, programs with funding at-risk, and programs on the OMB Watch List.
A new government report recommends contract training to achieve better federal contracting results. Click here to download the Managing the Government’s Technical Experts to Achieve Positive Contract Outcomes report by the U.S. Merit Systems Protection Board dated December 2005. Past Attendees Include: Booz Allen Hamilton, Project Control Mrg. Day 1: Key Concepts & Introduction to the 300
Day 2: Exhibit 300 Section-by-Section Overview
Janelle Hill Janelle "JB" Hill is the President and Lead Consultant of Federal Concierge LLC, providing support and thought leadership in a variety of project and program needs to businesses, contractors and the federal government. JB is also the Director of the Federal CPIC Forum. JB is an award-winning co-author of the CPIC and the Definitive Guide to the Exhibit 300 as well as the upcoming Wounded Warriors Guidebook. JB was also recently awarded "CPIC Industry Pacesetter" in the 2008 CPIC awards of excellence. JB offers more than a decade of comprehensive experience with and for the federal government sector.Through Federal Concierge LLC, its alliances and clients, JB works for Chief Information Officer (CIO) Program Management Offices (PMOs) directing and supporting senior management with their portfolio management and capital planning investment initiatives. JB has written extensively; producing white papers, all facets of proposal support, technical requirements, Capital Asset business case justifications, Capital Portfolio Investment Control documents and a variety of governance documentation products for Congressional review. JB periodically trains in all areas of her subject matter expertise, particularly in Government Sales and Business Development and within the scope of the OMB Exhibit 300 Capital planning processes. JB possesses two CIO Certificates from National Defense University and General Services Administration, a Masters of Science in Information Management from Syracuse University and has mastered both the NDU Chief Information Officer and Information Assurance programs at National Defense University.
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has the right to refuse registration to any attendee at any time. Location and Hotel Information: The workshop will be held in the Government*Horizons Training Center in the Jefferson Plaza Building at 1421 Jefferson Davis Highway (7th floor), Arlington, VA 22202. Public parking at the facility is available for $10.00 early morning special (before 8:00am) or $18.00 all day. The Jefferson Plaza Building is just two blocks from the Crystal City Metro Station on the blue and yellow line. Please note: the parking garage is located on Crystal Drive.
For nearby hotel reservations, we recommend the Crowne Plaza Washington National Airport, which is connected to the Jefferson Plaza Two Building (where the Government Horizons training facility is) by a covered walkway. To secure a room, please call the hotel directly at 703-416-1600 and ask for the in-house reservations department, or send an email to Salesleads@bfsaul.com. Please mention you are attending a “Government Horizons” workshop, and government per diem will be offered if available. Have a Large Staff to Train? Can't Make These Dates? Tight Travel Budget? Government*Horizons can provide training, wherever and whenever you need, including on-site
at your facility. Our staff will cost-effectively implement training
customized to your needs. If you have group of attendees (usually
15 or more), we can bring this course to you and help save you time,
travel costs, and more!
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