Title: John Morgan, OSC. Rob Nelson, UNCGA. Jim Newman, DOI. Cate
1Project Management Committee Meeting
April 7, 2005
- Building the Human Resources and Payroll
Environment for the Next Generation of North
Carolina State Government
2Welcome and Introductions
- Project Management Committee
- Julie Batchelor, OSC, Chair
- Rod Davis, DENR
- Dan Domico, DOT
- Bob Giannuzzi, ITS
- Carl Goodwin, OSP
- Wendy Griffin, DOT
- Kathy Gruer, DHHS
- Ginny Klarman, State Health Plan
- Tracy Little, DOC
- Jim Macaulay, OSC
- John Morgan, OSC
- Rob Nelson, UNCGA
- Jim Newman, DOI
- Catey Oliver, State Health Plan
- Kim Padfield, DOT
- Tom Runkle, ITS
- Gary Wiggins, OSP
- Margaret Wiggins, AOC
- OSC Management
- Robert Powell, OSC
- Gwen Canady, OSC
- Project Team
- Linda Hudson, OSC
- Shannon Byers, OSC
- Lowell Magee, Deloitte
- Bradd Craver, Deloitte
- Dorie Kehoe, Deloitte
- Katie Beacham, Deloitte
- Parham Gerami, Deloitte
- Doug Oliver, Deloitte
- Stas Krapivnik, OSC
3Agenda
- Welcome, Introductions and Agenda
- Committee Update
- HR/Payroll Project Status
- Post JAD and Technical Sessions Review
- Change Management Communications
- Business Process Improvement
- Open Discussion
- Action Items Review
- Adjourn
4Committee Update
5Committee Update Initiatives
- SBIP News
- Legislative update
- Data Warehouse
- Next Steps
6HR/Payroll Project Status
7Status Report
Status Report
- Activities Completed This Period
- 3/3/2005 4/6/2005
- Obtained sign-off on HR Group 2 preliminary
requirements - Completed Payroll JAD sessions
- Began preparations for meetings with CFOs and
CIOs - Continued Technical work stream and met with ITS
senior management - Completed change management strategy options,
conducted change - management focus group and follow up
interviews - Outlined re-engineering and organizational
strategies deliverable - Presented business process redesign strategy and
pre-implementation planning - recommendations to PSC at March 16 and April
5 meetings - Conducted second HR Directors meeting on March
15, 2005 - Conducted vendor QA review
- Conducted Certified Public Managers meeting on
March 22
8Status Report
Status Report
Status Report
- Plans for Next Period
- 4/7/2005 5/4/2005
- Prepare and conduct third HR Directors meeting
(April 15, 2005) - Prepare and conduct CFO and CIO meetings (late
April) - Meet with Retirement and Budget technical staff
- Complete technical work stream and submit
technical deliverable for sign-off - Complete change management work stream and submit
deliverable for sign-off - Complete Organizational Opportunities Plan and
submit deliverable for sign-off - Complete Final HR, Payroll, and Technical
Requirements deliverable - Planning and preparation for Phase 2 activities
9High Level Project Timeline
Plan
Execute
Close
Vision
Project Week
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Month
Dec
Nov
Jan
Feb
March
Apr
25
1
8
15
22
29
6
13
20
27
3
10
17
24
31
7
14
21
28
7
14
21
28
4
Date
11
18
25
Project Management
Change Management
Group I
Human Resources
Group II
Payroll
Technical
Project Status Report
Final Deliverables
Offsite Working/Holiday
HR
Group I
HR
Group II
Payroll
Technical
Personnel
Compensation
Payroll
High level
Administration
Management
Administration
technical
requirements
Recruitment
Job and Salary
Payroll Processing
Surveys
Security
Applicant Tracking
Labor Cost
Position Evaluation
Distribution
Infrastructure
Disciplinary Action and
Analysis
Complaint Management
Time Collection
Integration
Benefit
Management
Incident and Accident
Administration
Tracking
Budget Support
Workforce Analytics
Exit Interviews
Organizational
Competency Based HR
Management
Management
Employee Self
Performance
Service
Management
Leave Tracking
Training Administration
10Post JAD and Technical Sessions Review
11JAD Session Follow Ups
- Certified Public Managers Meeting March 22
- Met with nine Certified Public Managers from six
agencies - Presented an overview of Employee/Manager Portal
Functionality - Discussed their requirements as non-HR/PR
managers and employees - State Health Plan/BCBS Meeting March 31
- Met with Ginny Klarman from SHP and Judy Poe from
BC/BS - Discussed future system functionality and
requirements
12Technical Activities
- Scheduled sizing kick-off meeting with process
team leads - Gathered data requirements (user analysis,
questionnaires, expected - volumes, retention and growth)
- Analyzed implementation time line and payroll
trends - Collected and analyzed legacy system user counts
and transaction - volume data
- Generated and revised performance requirements
using sizing models - and estimates
- Initiated infrastructure design
- Defined application security needs, desktop
requirements and - application bandwidth requirements
- Designed high level interface design and TO-BE
application architecture
13Change Management Communications
14Leadership Alignment - Activities
15Organizational Transition - Activities
16Communications - Activities
17Capability Transfer - Activities
18Project Team Effectiveness - Activities
19End User Training - Activities
20Business Process Improvement
21Business Process Improvement Proposed
Approach/Timeline
- Approval received from PSC to go forward with
initiatives (March 16th) - Convene JAD Process owners for BPI workshops
April 6, 2005 - - Review and Determine Processes in scope for
short term attention - - Develop High level milestones and
objectives/targets - Present go forward HR initiatives to HR
Directors Meeting April 15 - Present go forward Payroll initiatives to CFOs
in late April - Conclude Pre-Implementation Activities
August/September
22BPI
- Met with the following Process Owners
- Plan and Manage HR Programs and Plans Gerry
Fisher - Design and Maintain Organizational
Structure Joe Stroup - Manage Recruiting, Hiring and Integration Helen
Dickens - Develop and Train Workforce Ann Cobb
- Manage Compensation and Classification Duane
Hinkle - Maintain Benefits and Enrollment Pani Tademeti
- Administer Benefits Pani Tademeti
- Monitor Employee Safety Health Mike Chapman
- Manage Employee Relations Drake Maynard
- Manage Employee Separation Betty Smith
- Received commitment to proceed with BPI in all
processes - Next Steps
- Educational Session to outline specific tasks,
requirements and support Late April/Early May
23Open Discussion
24Action Items Review
25Upcoming Meetings
- April 15 HR Director Meeting - PDC Commission
Room - Peace Street - May 5 Next PMC Meeting
- TBD CFO Meeting
- TBD CIO Meeting