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Project Delivery Summit 2016

Please select the optional registration items below for the Education Breakout Sessions depending on your area of interest &/or job function.

  • >> Choose one session for each block of time <<
  • 10:00am - 2 hour Sessions
  • 2:00pm - 1 Hour Sessions
  • 3:00pm - 1 Hour Sessions

The Opening Session, General Sessions, Awards Ceremony, Closing Session and the evening reception do not need to be selected during the registration process.  They will be included in your agenda. 




  • Closed  Closed
  • Optional  Optional
  • Tuesday, November 1, 2016
    8:00 AM  -  5:00 PM
    8:00am - Registration and Check In
    8:00 AM  -  5:00 PM
    (All Day) Project Delivery Solution Center
    8:30 AM  -  9:15 AM
    8:30am-Welcome and Opening Remarks  (Hall "D")


    Russ Hicks, President, Public Sector Partners, Inc.


    Executive Sponsors:  

    Tamara Armstrong,  Executive Director, CA Project Management Office,  CA Dept of Technology

    John Boule, Director,  CA Office of Systems Integration


    Opening Remarks

    Mike Wilkening, Undersecretary, CA Health and Human Services Agency

    Amy Tong, Director & State CIO, CA Dept of Technology

    9:15 AM  -  10:00 AM
    9:15am -Opening Keynote: Project Team Building when it Really Matters  (Hall "D")

    Speaker: U.S. Ambassador, Mary Yates


    Ambassador Mary Yates has had a 32 year diplomatic career around the world working in hard and dangerous places and has built peace processes and coordinated inter/intra agency work at the highest level at the White House National Security Council and worked closely with the US military.

    10:15 AM  -  12:00 PM
    10:15am - Session 1: Executive Sponsorship in a Disruptive Environment: Are you Prepared?  (Room 205)
    Yesenia Reyes, Managing Director, Accenture
    Rachel Frey, Principal, Gov't Analytics Practice, Deloitte Consulting
    Kathy Conrad, Director of Digital Government, Accenture Federal Services
    Leslie Gaffney, Assistant Deputy Director, Center for Family Health, CA Department of Public Health
    Andrew Roth, CalSTRS
    Sharon Hilliard, Chief Deputy Director, State of CA Employment Development Department


    Description: Have you been tapped to serve as an Executive Sponsor or on a Sponsor Leadership Team for an initiative or project? What do you understand your role to be? Do you read every status report, do you provide day-today direction to the project leadership team or are you called upon to resolve issues when a crisis happens? Not all executive sponsorship roles are created equal but there are basic expectations that stakeholders have of their sponsors.


    In this session, presenters will navigate participants through information from various stakeholders around their expectations of an executive sponsor that participants can use to understand where they fall relative to the expectations. Additionally, we will address how to determine the right level of engagement and associated communication of an executive sponsor at different phases of a project and through different disruptive situations. Lastly, the session will share insights around the governance, culture and support structure that executive sponsors should consider to be prepared for disruption.


    Expected Outcome: Participants will take away a baseline understanding of key expectations of executive sponsors (regardless of experience level) from various stakeholder groups; best practices for communicating and managing through real-life examples of disruption ranging from initiation through development operations; and the skills necessary to build our next generation of Executive Sponsors


    Intended Audience: This session is geared towards experienced and newly positioned executive sponsors.

    10:15 AM  -  12:00 PM
    10:15am - Session 2: How to Engage and Manage your Project Stakeholders  (Room 202)
    Virginia Williams, VP, CGI
    Cathy Cleek, CIO, Franchise Tax Board
    Michele Scoggins, Director, Consulting, CGI
    Kristen Forderer, Director, Consulting, CGI
    Kelly Heckman, EDR OCM Manager, Franchise Tax Board


    Description: There is no question that managing stakeholders throughout the project lifecycle is critical to project success. Project surveys consistently highlight the importance of stakeholder management. This session steps beyond the common steps and tools to discuss several techniques to effectively manage stakeholders.


    First, we discuss your vendors. How do you build and then maintain a successful vendor relationship? Why is vendor relationship management so important? We review key relationship management principles as well as practical tips from real-world, complex IT projects.


    Next, we discuss your internal, business stakeholders. While your project may be a business or IT change, it is very personal for the impacted users. There are consequences to not actively managing the change -- from staff turnover to passive or even active resistance to the project. We review key change management techniques to actively manage the change -- reducing risks and improving stakeholder engagement and satisfaction.


    Expected Outcome: Participants will walk away with real world techniques to stakeholder management - understanding how you can implement a project on time, on budget by setting reasonable expectations, mitigating risk, and actively managing the "people side" of the change.


    Intended Audience: Non-IT Professionals, who support IT delivery initiatives, and IT professionals that are new to large IT project delivery roles that would like a better overall understanding of critical success factors to large IT project success.

    10:15 AM  -  12:00 PM
    10:15am - Session 3: Project Delivery 101 - What Does It All Mean & How Do I Fit?  (Room 203)
    Joy Mukherjee, Director, Government Solution, PCG
    Jon Blair, VP Business Development, PCG
    Francisco Lujano, California Department of Technology
    Marnell Voss, Deputy Director, California Department of Technology


    Description: If you have recently been assigned a role on a IT initiative, as an executive, business or IT professional, or you would just like to gain a better overall understanding of Project Delivery, this is the session for you. Attendees will be provided an overview of how IT projects in the public sector are initiated and implemented. Topics will follow the project lifecycle, including commonly used terminology, project initiation, funding, procurement, implementation and close-out. Information on industry standards (what they are and how they are utilized) will be addressed, as well as a comparison and contrast of system development methodologies of 'waterfall' and 'agile'. Knowledge gained during the session will be evaluated with a round of Project Delivery-101 Jeopardy. The session will conclude with a panel discussion of critical success factors, including project sponsorship and governance.


    Expected Outcome: Partipants will have overall understanding of delivery of large-scale IT projects, relating academic principles with real-world experiences, including a focus on ingredients for successful projects.


    Intended Audience: Non-IT Professionals, who support IT delivery initiatives, business executives that serve in executive sponsor roles, and IT professionals that are new to large IT project delivery roles that would like a better overall understanding of how IT projects are constructed and how Business and IT partner together to deliver business value.

    10:15 AM  -  12:00 PM
    10:15am -Session 4: Innovation – How to Deliver Uber/Amazon Service to Your Public Sector Customers  (Room 103)
    Karel Vrendenburg, Director of IBM Design, IBM
    Andrew Fairbanks, Vice President: Public Sector Services Leader, IBM
    Tanya Homman, "Chief, Provider Enrollment Division " DHCS Provider Application and Validation for Enrollment
    Ken Wolsey, Project Manager, San Diego Knowledge Integration Program


    Description: Innovation is an expectation from almost all customers. Whether you're dealing directly with external or internal customers - our constituents expect innovation! We need to be prepared to answer the question about how to bring innovation to our customers.

    The art of innovation includes 'Design Thinking' practices defined as the ‘Intent’ behind an outcome. We use Design Thinking to define intent by developing understanding and empathy for the end user. It's a framework for teaming and action. It helps teams deliver outcomes that advance the state of the art and improve the lives of the people they serve. Additionally, it provokes innovative outcomes that bring business objectives to life through a firm focus on users, cross-discipline collaboration, stakeholder alignment, and rapid iteration providing constant improvement.

    Join our session and begin your journey as an 'innovation' leader.


    Expected Outcome: Participants will hear takeaways to address how your organization can encourage innovation to propel performance (e.g., design thinking in conjunction with Agile teams and lessons learned for public sector innovation). The workshop will translate concepts and principles to a specific situation common to public sector.


    Intended Audience: Business and IT executives, managers, and staff that are involved in business transformation or IT Projects.

     Optional  Closed 
    10:15 AM  -  12:00 PM
    10:15am - Session 5:No More Bad Projects  (Room 105)

    Speaker: Alex Castro, CEO, M Corp


    Description: Measuring execution capability has been identified as the #1 factor to determining whether a strategic project can realize a positive outcome. Removing the biases that cloud the information used by executives to make decisions about which initiatives to approve is one of the largest challenges facing decision makers today.

    This session will provide a structured approach that helps state executives and program leadership clearly understand:
    • Causes the gap in execution capabilities.
    • How to quickly measure where each project is in the spectrum of readiness.
    • Identifying vulnerabilities that will undermine the ability to execute.


    This session will be broken down into four interactive 30 minute segments:
    1. Why the gap in execution capabilities exist.
    2. Top areas to look for in evaluating a request for funding.
    3. Hands-on mock exercise utilizing mobile applications that measure readiness.
    4. Executives from CA, FL, and TX sharing insights on measuring execution capabilities


    Expected Outcome: Participants will be exposed to industry data, best practices, and exercises that show them where to look before committing to a strategic project so that they can avoid risk and manage outcome expectations. They will walk away with a more structured approach to managing the selection, approval, funding, and risks associated with strategic projects that are critical to their programs and citizenry.


    Intended Audience: Business Executives, Sponsors, Directors/Deputy directors

    10:15 AM  -  12:00 PM
    10:15am - Session 6: Enabling Agile - Aligning Business and Technology  (Room 204)
    Tom Perry, Enterprise Agile Coach and Tranformation Consultant, CA Technologies
    Alisha Griffin, Director, CA DCSS
    Sumi Smith, Assistant CIO, CA DCSS


    Description: This session will discuss what is needed to succeed when moving an organization to agile. It will focus on aligning business, technology and people. The panel discussion will include insights from a government department business leadership, technology leadership and cross-industry Agile expert. Specific topics that will be covered include: • What is the business need for Agile and why change from status quo? • The Agile team and the product owner - why is day to day business involvement so critical? • The role of technology and how to remove constraints • Organizational alignment through release planning This session will provide first-hand insights from an organizational leadership team pivoting their department to Agile.


    Expected Outcome: Attendees will receive first hand insights from an organization actively going through an Agile transformation and will understand the critical success factors for an agile transformation.


    Intended Audience: Project executives, managers and team members with an interest in agile and incremental project management, and a desire to understand how to decide if agile is right for their projects or organization. The session will focus on business and management-level topics and is not intended as a technical class on agile software development.

    10:15 AM  -  12:00 PM
    10:15am - Session 7: Agile Procurement & Lessons Learned from Agile-based Projects  (Room 104)
    Moderators:  Scott Dalessio, Senior Manager, Grant Thornton LLP
    Udghosh Bhambore, Senior Manager, Grant Thornton LLP


    Peter Kelly, Deputy Director, Office of Systems Integration (OSI)
    Karen Johnson, Chief Deputy Director, Dept of Healthcare Services (PAVE project)
    Paul Smith, Deputy Director, Dept of Corrections and Rehabilitation
    Scott Gregory, (optional) Deputy Director, Dept of Technology ( Digital Services)
    Jim Butler, Chief Procurement Officer, Dept of General Services
    Jim Kammerer, Chief, Acquisition and Contracting Services, Division Office of Systems Integration (OSI)
    Ben Flores, Assistant Deputy Director, Dept of Technology (STPD)


    Description: The State of CA is taking on a leadership role within the State and Local government environment in leveraging Agile approaches for large, complex legacy modernization projects. Additionally, modular contracting and implementation, and the promotion of open source software and reuse of existing solutions, create challenges for traditional contracting and implementation strategies. Our session explores these two aspects of adopting modular and Agile approaches in the public sector.

    Part I - The federal government has embraced Agile and has begun to adapt its acquisition processes to support Agile approaches. In this part we will review and discuss our experience with Federal Agencies and their development of a seven-step approach to Agile procurement in the public sector.

    Part II - With the move to Modular contracting approaches and the potential to mix COTS, open source, transfer systems and custom development within a single solution, new approaches to solution planning, implementation and oversight are required. We will share best practices in implementing Modular and Agile approaches within a public sector environment.


    Intended Audience: Business executives, sponsors, Directors/Deputy directors, Project Managers

     Optional  Closed 
    12:30 PM  -  1:15 PM
    12:30pm - Lunch Presentation - Leveraging Digital Disruption While Avoiding Dysfunction  (Hall "D")

    Presented by Kathy Conrad, Director of Digital Government at Accenture Federal Services


    The rapid explosion of digital is bringing in new challenges to government. Customer expectations are higher than ever; new approaches and expertise are needed to embrace the new digital world and deliver services that meet the rapidly changing needs of today’s citizens. Kathy will share her insights on how the federal government is transforming to become more customer centric, data-driven and efficient. She will discuss how you can spark innovation and build partnerships to lead government into the digital world. This is a session you’ll want to hear!

    1:15 PM  -  2:00 PM
    1:15pm - Birds-of-a-Feather Sessions (BOF)

    The Birds-of-a-Feather (BOF) session is among the most interactive, popular, and engaged session of the Project Delivery Summit. The BOF session provides a non-commercial, dynamic venue for conference attendees to openly discuss current topics of focused mutual interest within the Project Delivery community with a strong emphasis on participant-driven discussion, networking and mentoring.


    Project Delivery 2016 will continue this tradition with a full slate of exciting, informal, interactive leaders focused around a variety of appropriate topics of mutual interest. The BOF session is an excellent opportunity to connect and interact with other attendees with whom you share a mutual interest. PD 2016 will feature many subjects like Business Analysis, PMO Management, Risk Management, Enterprise Architecture, Information Security as well as well as subject matter experts in the fields of Project Management, Project Oversight, Project Sponsorship and many other skills that you need to do your job effectively.

    2:15 PM  -  3:00 PM
    2:15pm - Session 8: Agile Development - A business perspective  (Room 202)
    Clayton Leonard, Senior Project Manager/SharePoint Analyst, Kiefer Consulting
    Mindy King, CDCR
    Tanya Homman, Chief of Provider Enrollment Division, DHCS
    Isaiah Mall, Chief, IT Applications and Projects Section, California Department of Veterans Affairs


    Description: The buzz this year is agile, agile, agile. Vendors and State project managers are getting certified, organizations are exploring options for integrating agile into projects, the State PMO is exploring it and procurement is considering it for large IT projects. It is everywhere. But why? Bottom line: everyone wants to be more successful with their projects. When executed well, agile not only delivers project success, but radically improves organizational partnerships, transparency, and team dynamics. This emerging methodology for delivering projects at the State offers a fresh approach to delivering components quickly and incrementally (sprints). The business (product owner) takes an active lead in prioritizing features, defining user stories, and providing ongoing feedback. So how has all of this change impacted the business owners? Come to this session to listen to people like you that have participated in this transformative process and learn from their experience.


    Expected Outcome: Based on first-hand experiences from those that have participated in agile, you will be provided with a clear understanding of the agile methodology, the role and expectations of you the business owner, and insight on working together effectively with the development team.


    Intended Audience: Government Executives, Project Sponsor, Managers and information technology staff that want to learn more about the agile experience and what is needed to create the right fit for agile within your organization.

     Optional  Closed 
    2:15 PM  -  3:00 PM
    2:15pm - Session 9: Project Collaboration Across Boundaries  (Room 205)

    Dan Gonos,Vice President/Chief Technologist/HPE Fellow,Hewlett Packard Enterprise, Applications and Business Services


    Panel Members:
    Hali Reyes, Executive Director, WCDS/CalWIN
    James Duckens, Project Director, California Healthcare Enrollment, Eligibility and Retention System
    Michael Sylvester, Assistant Director and Department Chief Information Officer, County of Los Angeles Department of Public Social Services
    Fei Collier, Program Project Director, Dept of Health Care Services
    Christi Hendren, Project Leader, Hewlett Packard Enterprise, CalWIN


    Description: The session will provide a view into a critical aspect facing many projects in California, where the business changes cross boundaries by involving multiple systems controlled by different State and County agencies. Regardless of the project methodology used agile or waterfall, typical governance models need to be modified to handle these project dynamics. Who's in Charge? Who drives the project? How to accommodate all priorities? Integrating end of project changes. Are there added cost of managing these projects? How is the testing model changed and managed? These and other issues will be explored followed by a panel discussion of the CalWIN experience with their projects.


    Expected Outcome: Participants attending the class will be provided with a set of methods and processes on how to manage their projects when it involves multiple State and County systems.


    Intended Audience: Executive Project Sponsors, Enterprise Project Office Leaders, Project Managers for Multi-System Projects, Project Managers who want to learn more about these type of projects

     Optional  Closed 
    2:15 PM  -  3:00 PM
    2:15pm - Session 10: Focusing on Business Needs and User Adoption for Effective IT Planning  (Room 203)
    Eric Norton, PMP, Director, The Highlands Consulting Group

    Randy Triezenberg, PMP, Certified Prosci Instructor, The Highlands Consulting Group


    Description: Studies, and reports to the State Senate, have cited a primary reason for IT project failure is poor project planning, especially around user adoption. IT projects are often planned with a software product already in mind, and the business processes and user needs/impacts are not properly evaluated and addressed. With the State’s new Project Approval Lifecycle (PAL), departments have an opportunity to improve IT projects planning, with a renewed focus on meeting business and user needs.

    This session will share best practices and practical tips for planning State IT projects in concert with the PAL guidelines.

    Topics will include:
    • The difference between Business Process Analysis and Business Process Reengineering;
    • The importance Organizational Change Management (OCM);
    • Why/when to do a Request for Information (RFI);
    • The level of detail for requirements during each PAL Stage;
    • Financial estimating reflecting both system and process change;
    • How to estimate and plan for project timing.


    Expected Outcome: Attendees will come away with practical methods to plan and procure for IT projects, while maintaining a focus on their program’s business, organizational change management, and user needs.


    Intended Audience: IT, PMO, and Program managers who want to plan for a successful procurement and implementation.

    2:15 PM  -  3:00 PM
    2:15pm - Session 11: Driving Successful Project Outcomes  (Room 204)
    Barbara Halsey, Chief Principal, Delegata
    George Akiyama, CIO, Caltrans
    Liana Bailey-Crimmins, CIO, CalPERS
    Russ Nichols, AIO, CDCR
    Gretchen Williams, Deputy AIO, CHHSA/OSI


    Description: Similar to project team success, the seamless cohesion of a pit crew can be the decisive factor in winning a race. Developing and building relationships to achieve successful project outcomes is critical to meet project and organizational goals. Whether it is internal partnerships between program areas and IT or external partnerships with stakeholders and other agencies, understanding how to effectively manage those relationships is key. All projects face challenges; establishing open lines of communication and a governance structure that promotes accountability and transparency will enable successful navigation through rough terrain. Join California State leaders to learn how they secured internal and external partnerships to build an effective pit crew model of collaboration, communication, sponsorship, and accountability.


    Expected Outcome: Attendees will walk away with actionable next steps for engaging partners and aligning relationships to achieve pit crew levels of teamwork and performance.


    Intended Audience: CIOs, State Government Leaders, Project Executives, Sponsors, Managers, and Project Team Members.

    2:15 PM  -  3:00 PM
    2:15pm - Session 12: Delivering Project Success Through Customer Engagement  (Room 103)
    Sean Mahon, Practice Director, Trinity Technology Group
    Christine Awtrey, CEC Manager, California Energy Commission
    Kevin Gaines, Director – CWS Digital Services, Department of Social Services


    Description: Constituent engagement is a critical component to delivering top-notch online services. But how, when, and where do you get your constituents involved in an IT project? This session will focus on strategies to work with your customer to obtain buy-in, by showing a real-world example from the California Energy Commission, and discussing the approach being used for CWS-NS. We will discuss interactive strategies to engage constituents to understand their needs, and in turn deliver a user experience that is tailored to achieved their goals. The speakers will focus on how business input drove design objectives, where the business users fit in the project lifecycle, and lessons learned during this successful delivery.


    Expected Outcome: Attendees will gain a better understanding of:- Why constituent representatives are key to the project success- How best to engage users in the project timelines- How to judge, communicate, and obtain buy-in for the time commitment that is needed from business users throughout the engagement


    Intended Audience: Agency/department Project Sponsors, Project Directors, and Project Managers who are responsible for planning and managing stakeholders and achieving outcomes from a project.

     Optional  Closed 
    2:15 PM  -  3:00 PM
    2:15pm - Session 13: Building a foundation for Modular Procurements  (Room 104)
    Speakers:  Marianne Kennedy, Director, First Data
    Moderator:  Kristin Pepper, Director, First Data
    Panel Members:
    Melody Hayes, Deputy Director, Department of Health Care Services, CAMMIS Project
    Peter Kelly, Deputy Director, OSI, Child Welfare Digital Services (CWDS) Division


    Description: As the state moves towards more business driven incremental approaches to systems integration, the need for upfront strategic planning for modular procurements is becoming more and more evident. We will discuss how to assess your department’s readiness to begin a complex modular procurement and the impacts it may have on your organizations. Our panelists from CWS/CMS and CAMMIS will share their experiences and lessons learned about the operational challenges of the shift to modular procurement.

    Topics will include
    • Establishing a governance structure
    • Creating a procurement roadmap that outlines the number of procurements and functionality included within each one
    • Assessing whether the current procurement team can support multiple procurements
    • Assessing whether the PMO team can support multiple vendors
    • Developing a change management infrastructure to support a multi-vendor environment


    Expected Outcome: The audience will learn how to avoid operational challenges that are commonly overlooked in preparing for complex modular procurements. They will take away tips on how to look at their agencies introspectively to assess where there may be gaps that need to be addressed.


    Intended Audience: Business and IT Executives, IT Managers, Supervisors, PMO Managers and Procurement staff.

     Optional  Closed 
    3:15 PM  -  4:00 PM
    3:15pm-Session 15: Do you want to avoid a failed project - start by using Business Process Modeling!  (Room 202)
    Gary Hamilton, Business Architect, Infiniti
    Ken White, Senior Project Manager, Infiniti
    John Gray, CTO, Infiniti


    Description: Business Process Modeling (BPM) is an effective way of representing processes of an enterprise, forming a common understanding and sound foundation for gathering requirements. But how to do you organize, prepare, and perform business process modeling? For business analysts and project managers who want to know how, come to this session!

    Areas covered included:Functional Hierarchy Diagram (FHD), as-is business processes, to-be business processes, impact analysis, implementation plan and task list, and effective use of Business Process Modeling Notation (BPMN 2.0).

    We explain how to put a schedule together, who to invite to meetings, how to prepare for meetings, how to identify who should and should not be in meetings.

    The output from business process modeling gets the project team and the business stakeholders on the same page all looking at the same things using a one or two page drawing. It also gives context for the requirements work and provides for easy grouping of them. Or it feeds logically to use cases or user stories if the project goes that route.


    Expected Outcome: Session attendees will have fun and will come away with a practical understanding of the value of business process modeling along with a good idea of how to effectively plan, prepare, and perform BPM. They will be excited to find a project where they can use these skills.


    Intended Audience: Business Analysts, Business Architects, Project Managers, and anyone interested in making projects successful.

     Optional  Closed 
    3:15 PM  -  4:00 PM
    3:15pm - # 16: I have a hammer, who has a nail? How to make organizational decisions based on need.  (Room 104)


    Guy Felder, Chief Strategist, Story + Structure

    Dr. Jenni Murphy, Associate Dean, College of Continuing Education at Sacramento State


    Description: Has your organization ever purchased a new tool with the hope that it would magically fix your problems? In this session, Dr. Jenni Murphy, associate dean of the College of Continuing Education (CCE) at Sacramento State, along with Guy Felder, chief strategist from Story + Structure, will address the organizational tendency to want to buy products that solve a perceived problem without first assessing the affected people, processes, and technology. Dr. Murphy will share a case study about CCE’s journey toward purchasing a CRM and together they will illuminate the benefits of making organizational decisions based on a shared understanding of need, rather than buying a tool and looking for a problem to solve.


    Expected Outcome: Attendees will gain an understanding of the benefits of a human-centered design approach to organizational decision making.


    Intended Audience: Staff of all levels (line, executive and stakeholders) who work in and around government projects

     Optional  Closed 
    3:15 PM  -  4:00 PM
    3:15pm - Session 17: Planning Agile Modernization for Success  (Room 203)

    Speaker: Sanjib Nayak, CEO, xFusion Technologies, Inc.


    Description: Modernization of large scale business applications using agile approach consists of breaking down a large scale system to “bite size pizzas,” modernizing the slices (modules) incrementally and iteratively resulting significant reduction of the project and business continuity risks and cost.The key factors for successful agile modernization projects are to identify the modules and their dependencies, craft a roadmap for incremental modernization of the modules, building the target architecture blueprint and the transition state architectures to ensure business continuity during incremental modernization.This session explores the framework, strategy, approach, and best practices for the planning phase of the modernization project to develop the necessary foundation artifacts, in alignment with the stage/gate review process for successful incremental modernization of large-scale legacy systems in a modular fashion while ensuring business continuity and incremental risk mitigation.


    Expected Outcome: Attendees will learn a comprehensive framework that describes the key activities performed, deliverables developed, and the tools, standards, and best practices that can be adopted during the planning phase for successful agile modernization of large-scale legacy systems.


    Intended Audience: Executive, Managers, Supervisors, Enterprise and Solution/Technical Architects, Business Systems Analysts, Project Managers

    3:15 PM  -  4:00 PM
    3:15pm - Session 18: Ready for Agile? Take an Agile fit-ness test!  (Room 103)
    Matt Shadle, Senior Manager, Propoint Technology
    Karen Glabas, Senior Manager, Propoint Technology
    Keith Richey, Executive Vice President, Propoint Technology
    Phil Smith, President, Wily Fox Technologies
    Robb Thompson, CEO, Oak Technical Services


    Description: Agile is more than just agile developers and a good scrum master. Understanding challenges inherent to adopting agile practices is critical before jumping in. An objective assessment of people, process and technology will help determine if your organization is ready!


    During this presentation, Propoint will provide you with an overview of:
    1. What an Agile Readiness Assessment is, what it tells you, and how you can use this information
    2. Key areas of Agile fit-ness:

    -Organizational Readiness - roles, resources, training and expectations- are your people ready?
    -Processes- SDLC, PMO and procurement processes - can they adapt?
    -Technology and Tools - does your technical environment support an Agile model?
    3. How to use the Agile Readiness Checklist to gauge your agile fit-ness!


    Panel Discussion:A panel of Propoint team members and partners will discuss real world experiences and lessons learned from organizations applying agile principles on projects.


    Expected Outcome: Attendees will leave knowing questions to ask when considering adopting agile methods to maximize their opportunity for success! The panel will provide real world examples across three assessment dimensions. Attendees will receive a checklist to help guide an assessment.


    Intended Audience: Project Managers, Program Managers, Business Leaders and IT managers who are moving to or considering agile/scrum for one or more of their projects. Or, anyone who is just interested in learning more about agile!

     Optional  Closed 
    3:15 PM  -  4:00 PM
    3:15pm - Session 19: Complex decisions and communications at the speed of Agile  (Room 204)
    Wendy Battermann, President, ClearBest, Inc.
    Tony Fortenberry, CWS-NS Project Director, OSI
    Brendan McGuire, Vice President, Taborda Solutions
    Yolanda Richardson, Owner, The Richardson Group
    Karen Bruns, Agile Coach and Trainer, Monarch Agile Solutions


    Description: Do you want to embrace Agile but are not sure how to get everyone to make decisions and keep everyone informed at the pace needed? Let's face it. Getting decisions made and communicating with varied stakeholders is an endeavor regardless of the project or development methodology. This session will provide tools and techniques on how to obtain and communicate decisions in a fast-track project and/or iterative development environment that has numerous stakeholders and organizations. While the key discussion will focus on applying techniques in an Agile project, the concepts presented can be applied to any project. Case studies will include application of methods on a fast-track procurement and an Agile development project, and concepts will include how to evolve the communications methods for operations.


    Expected Outcome: In this session, you will learn 1) methods, concepts, and best practices that yield effective decisions and communications among multiple stakeholders in an Agile (or any) project and 2) who and what needs to be in place for you to succeed.


    Intended Audience: Project managers, program managers, PMO managers, mid-level managers, and team leads in all areas of the project.

    3:15 PM  -  4:00 PM
    3:15pm - Session 20: Considering Your Next System? Decision-Making Strategies to Get There  (Room 205)
    Christine Dunham, President, Quantum Consulting Services, Inc.
    Melody Hayes, Deputy Director, DHCS, CA-MMIS Division
    Lorenza Pennington, Project Director, OSI, MEDS Modernization Project
    Tim Sires, Vice President, Quantum Consulting Services, Inc.


    Description: Over time, Departments are faced with deciding on their future application needs. The decision-making process can be complex, layered with many considerations, questions, stakeholders and control agencies who must weigh in. This panel discussion will highlight two case studies. The DHCS CA-MMIS Project’s recent planning activities have resulted in a CA-MMIS Go-Forward Plan. It describes activities to define procurement and vendor management that considers the future balance between ownership and oversight of services. The OSI MEDS Modernization Project is currently evaluating options to mature its 35 years old legacy application which consolidates information about and tracks 2.9 million beneficiaries in the State’s Medi-Cal and County Medical Services Programs. We will highlight tools, techniques, evaluation and decision-making processes used in these projects and others. If you are considering replacing or updating your application, this session is for you.


    Expected Outcome: An understanding of factors to consider & decision-making tools:- A clear business problem- Governance in play- Equipped to assess your organization and legacy application?


    Intended Audience: Program management, business owners, projject managers and leads who have responsibility for or participate in evaluating future system application needs.

     Optional  Closed 
    3:15 PM  -  4:00 PM
    3:15pm - Session 21: The Business Value of Enterprise Architecture  (Room 105)

    Speakers - David V. Kendall, PMP, CSM President/CEO, KAI Partners, Inc.


    Description: To many people, the term 'Architecture brings visions of arches, columns, or other physical structures intended to provide cover from the elements. In our current world of automation the term Architecture has been associated with computer resources intended to enable business functions to deliver their mission. Each of these architectural references provide a complex and carefully designed structure for the related domain. Enterprise Architecture (EA) is intended to provide a carefully designed framework to support the relationship between strategy, business, and technology. This presentation is intended to discuss how organizations can leverage an EA framework to identify and realize the associated business value based on their strategic goals and objectives.


    Intended Audience: This session is intended to inform and educate Executives, Program Managers, Project Managers, and project participants on how Enterprise Architecture practices and methods can help organizations realize a higher level of business value through a formal EA Program.

    4:15 PM  -  5:00 PM
    4:15pm - PD2016 Awards Ceremony & Closing Remarks  (Hall "D")

    Join us for the 2016 Project Delivery Summit Awards Ceremony where we will be presenting awards for Excellence in Project Delivery in 5 different categories:

    • Outstanding Project Contributor Award
    • Demonstrated Project Leadership
    • Outstanding Team Award
    • Outstanding Enterprise Project Award - State of CA
    • Outstanding Enterprise Project Award - Local Government


    Closing Remarks will follow the Awards presentation.

    Russ Hicks, President, Public Sector Partners, Inc.

    Tamara Armstrong and John Boule, Executive Sponsors


    Immediately following this ceremony, we will enjoy the Awards Reception in the Solution Center.

    5:00 PM  -  6:00 PM
    5:00pm - Awards Reception  (Hall "E")
    Join us for an awards reception following the Closing Remarks.