DIR - Change Advisory for the Texas Project Delivery Framework

DIR continuously seeks to identify and deliver Framework enhancements. As part of continuous process improvement, DIR established a change advisory process to help ensure the Framework meets the business needs of agencies. The change advisory process includes a Change Advisory Board and a formal method for any agency to submit proposed changes. Based on DIR release management plans, approved Framework revisions are published in second and fourth quarter of each year unless an emergency change is necessary.

Change Advisory Board

The primary purpose of the Change Advisory Board (CAB) is to identify and review proposed changes to the Framework, and to advise DIR on implementation of those changes. CAB is one mechanism for introducing and implementing proposed changes. The CAB, formed in first quarter of 2007, adopted a Charter – PDF (201 KB) to establish a common understanding of the function, roles, and responsibilities of CAB members. CAB members rotate based on a CAB representation model.

Change Request

Agencies may propose changes that will encourage and promote effective use of the Framework by the majority of agencies, and that will align with current industry project delivery standards and practices. Before proposing a change, review the Master Change Request List below, which provides current information about proposed changes. To propose a new change, submit a completed Change Request Form – DOC (120 KB) to projectdelivery@dir.state.tx.us.

Master Change Request List

Master Change Request Quick Reference
Change Request ID	Short Description	Impacted Framework Version	Originator Agency	Originator Name	Impact Area
47	Inability to copy the financial information from the Business Case Workbook into the Business Case Word document because the Workbook is password protected	2.0	Office of the Attorney General	Scott McKenzie	Business Case
46	Submission requirements for the Framework Contract Amendment and Change Order Approval deliverable are inconsistent in the Framework guidance and Quality Assurance Team (QAT) guidance.	2.0	Leg Budget Board for the Quality Assurance Team	Richard Corbell	Framework Other - Web, Contract Amendment and Change Order Approval, Framework Guidance
45	Lack of clarity in Post-Implementation Review of Business Outcomes Instructions - Section 3.1.2	2.0	Department of Information Resources	Rose Wheeler	Post-Implementation Review of Business Outcomes
44	The business problem is the Framework guidance does not clearly convey information regarding applicability of the Framework to major information resources projects, regardless of the funding source.	1.9	Department of Information Resources	Rose Wheeler	Framework Other - Web, Framework Guidance
43	Inaccurate statement made within the solicitation and Contracting Review Gate web page.	1.7	Texas Health and Human Services Commission	Don McGrew	Framework Other - Web
42	Clarify expected content of section 1.1 in order to provide guidance and examples.	1.8	Department of Information Resources	Roslyn Hotard	Configuration Management Plan
41	The desired outcome is to ensure the Framework guidance and tools convey the most accurate and up-to-date information possible.	1.8	Department of Information Resources	Rose Wheeler	Business Case, Framework Guidance, Risk Management Plan
40	Revise Framework guidance and tools as necessary to replace references to the word document with references to tool or deliverable.	1.7	Department of Information Resources	Rose Wheeler	Framework Guidance, Project Plan
39	No business problem exists. The desired outcome is to revise Framework guidance to reflect the legislative change referenced in House Bill 3560 relating to transferring to the Comptrolller of Public Accounts (CPA) the duties of TBPC that do not primariily concern state facilities. The agency name "TBPC" must be changed to "CPA."	1.7	Department of Information Resources	Roslyn Hotard	Framework Guidance, Post-Implementation Review of Business Outcomes, Performance Management Plan, Statewide Impact Analysis, Risk Management Plan, Review Gate Approval, Project Plan, Project Closeout, Framework Other - Web, Contract Amendment and Change Order Approval, Configuration Management Plan, Communication Management Plan, Business Case, Acceptance to Deploy, Acquisition Plan, Project Charter
38	Merge four of the Supplemental Tools into the Project Plan tool including the Risk, Communication, Configuration and Performance Plans.	1.7	TWC, HHSC, CPA	Leslie Howes, Don McGrew, Cindy Gray	Framework Guidance, Configuration Management Plan, Supplemental Tool - Project Plan, Performance Management Plan, Project Plan, Framework Other - Web, Risk Management Plan, Communication Management Plan
37	Revise Framework guidance to reflect legislative changes adopted in the 80th Legislature Regular Session (2007).	1.6	Department of Information Resources	Rose Wheeler	Framework Other - Web, Project Plan, Framework Guidance, Acquisition Plan, Business Case, Statewide Impact Analysis
36	Streamline and clarify guidance for the Business Case when possible.	1.6	Department of Information Resources	Rose Wheeler	Business Case
35	Combine the 4 sub-plans into the main project plan, combine redundant sections such as glossaries, and landscape selected tables in appendices to allow all information about a single item on one row.	1.6	Texas Workforce Commission	Leslie Howes	Configuration Management Plan, Communication Management Plan, Project Plan, Framework Guidance, Framework Other - Web, Risk Management Plan, Performance Management Plan
34	Beginning of each template: In item 4, provide direction about whether the abbreviated instructions are to be deleted. In item 5, it says to update page numbers only; however, the desired method still leaves incorrect page numbers	1.6	Texas Workforce Commission	Leslie Howes	Communication Management Plan, Monitoring Report, Risk Management Plan, Framework Other - Web, Supplemental Tool - Project Plan, Framework Extension - SDLC, Supplemental Tool - Risk Management Plan, Business Case, Contract Amendment and Change Order Approval, Project Plan, Framework Guidance, Review Gate Approval, Acceptance to Deploy, Performance Management Plan, Project Closeout, Project Charter, Post-Implementation Review of Business Outcomes, Acquisition Plan, Configuration Management Plan, Statewide Impact Analysis
33	Recommend making references to law and policy that supports the Framework a hyperlink for easy reference.	1.6	Texas Workforce Commission	Leslie Howes	Framework Guidance, Framework Other - Web
32	Business Case Workbook, Cost Analysis and Cost-Benefit Summary sheets 1. Separate one-time from recurring costs in the detail and the summary. 2. Provide an additional column for the one-time costs to include the corresponding amount for each item that is included in the project's Information Technology Detail (ITD) for the LAR and BOP.	1.6	Texas Workforce Commission	Leslie Howes	Business Case, Framework Guidance
31	Risk Management Checklist asks if funding is set aside, suggesting its part of Management Reserve. Costs allocated to risk managmeent are contingency reserves and part of the budget.	1.6	Texas Health and Human Services Commission	John C. Smith	Supplemental Tool - Risk Management Plan
30	Supplemental Documents - consider adding a sign-off page to the supplemental documents.	1.6	Texas Health and Human Services Commission	John C. Smith	Supplemental Tool - Project Plan, Supplemental Tool - Risk Management Plan
29	1.3 Performance Objectives - Recommend swapping the order of 1.3 Performance Objectives with 1.2 Roles Definition. Completing the roles definition needs the performance objectives identified first for inclusion into the matrix.	1.6	Texas Health and Human Services Commission	John C. Smith	Performance Management Plan
28	3.2.1 Risk Items and 3.2.2 Risk Status - An explanation of the available tools should be in a separate paragraph.	1.6	Texas Health and Human Services Commission	John C. Smith	Risk Management Plan
27	3.4 Work Activities - Recommend developing the WBS and WBS Dictionary in a separate document and referencing here.	1.6	Texas Health and Human Services Commission	John C. Smith	Project Plan
26	3.3 Estimation Methods and Estimates - Recommend changing the estimate recommendation to be closer to a generally accepted (PMI) definitive range.	1.6	Texas Health and Human Services Commission	John C. Smith	Project Plan
25	2.2 External Interfaces. The table only provides columns for the organization name and the person. Provide a column for a description of the relationship or purpose of the organization.	1.6	Texas Health and Human Services Commission	John C. Smith	Project Plan
24	Recommend using a simple risk table with the possible headings of: Risk/Trigger/Mitigation while expanding the instructions.	1.6	Texas Health and Human Services Commission	John C. Smith	Monitoring Report
23	QAT - 2.1 Project Cost - Provide a space for Current Amount Encumbered.	1.6	Texas Health and Human Services Commission	John C. Smith	Monitoring Report
22	QAT Template - General Information - Consider adding a field for reporting frequency, e.g. quarterly, monthly, and add a field for the due date of the document.	1.6	Texas Health and Human Services Commission	John C. Smith	Monitoring Report
21	QAT Monitoring Report - The cover sheet has a place for signatures. Add key stakeholder titles to the signature block.	1.6	Texas Health and Human Services Commission	John C. Smith	Monitoring Report
20	Introduction - Recommend providing a section delineating project objectives.	1.6	Texas Health and Human Services Commission	John C. Smith	Monitoring Report
19	Business Case Worksheet - Overall (section) - Require explanations for evaluation factor extremes with the ratings of both 1 or 5.	1.6	Texas Health and Human Services Commission	John C. Smith	Framework Other - Business Case Worksheet, Business Case
18	8.0 Revision History - Change the document title from "Name" to "Name of Preparer" or some other more descriptive heading.	1.6	Texas Health and Human Services Commission	John C. Smith	Business Case
17	6.1 Methodology - Add the concept of prioritization to the project selection.	1.6	Texas Health and Human Services Commission	John C. Smith	Business Case
16	5.4 Financial Analysis - The instructions do not map directly to the template. Develop a one-to-one correlation from the instructions to the template.	1.6	Texas Health and Human Services Commission	John C. Smith	Business Case
15	5.1 Statutory Fulfillment - The table in the template does not suggest the level of detail shown in the instructions.	1.6	Texas Health and Human Services Commission	John C. Smith	Business Case
14	5. Project Evaluation - Indicate in the business case template and instructions this data is associated with the business case detailed data found in the worksheet.	1.6	Texas Health and Human Services Commission	John C. Smith	Business Case
13	4.3 Performance Metrics - Redesign the table in the template to help develop metrics while providing more instructions in the template.	1.6	Texas Health and Human Services Commission	John C. Smith	Business Case
12	4.2 Goals and Objectives - Clarify instructions in the template - provide more detail while in the template while referring to the instruction section for good examples.	1.6	Texas Health and Human Services Commission	John C. Smith	Business Case
11	3.3 Current Technology Environment - Add to the instructions - for example, when saying "provide brief description" define 'brief' and 'description' while providing examples for each of the areas in the template.	1.6	Texas Health and Human Services Commission	John C. Smith	Business Case
10	2.2 Business Case Team Members. Create a more comprehensive table format which would drive completing the requisite information.	1.6	Health and Human Services Commission	John C. Smith	Business Case
9	The CAB Change Request Form - enable the spell checker allowing the development of correctly spelled documents	1.6	Texas Health and Human Services Commission	John C. Smith	Framework Other - CAB Change Request Form
8	Business Case Template - Cost Analysis Tab (P14 Section) - Add Accessibility estimation cell (similar to Disaster Recovery).	1.6	Texas Health and Human Services Commission	John C. Smith	Business Case
7	Project Plan Template - 5.2 Quality Standards: Recommend expanding section to include additional PM best practice standards.	1.6	Texas Health and Human Services Commission	John C. Smith	Communication Management Plan, Project Plan, Project Charter, Risk Management Plan, Acquisition Plan, Business Case
6	Remove the words “Framework Tool” from the Framework Quick Reference heading.	1.5	Department of Information Resources	Roslyn Hotard	Framework Guidance
5	Having a version and revision date on the Monitoring Report serves no purpose. Reporting period should be used instead	1.5	Texas Workforce Commission	Jeanette Bradfield	Monitoring Report
4	Revise the Version History introductory text in all Framework Instruction tools. Remove reference to "including a glossary." Change the word "document" to "tool", where applicable. Match text to text in SDLC tools	1.5	Department of Information Resources	Rose Wheeler	Contract Amendment and Change Order Approval, Risk Management Plan, Review Gate Approval, Business Case, Statewide Impact Analysis, Configuration Management Plan, Project Closeout, Project Charter, Project Plan, Acquisition Plan, Monitoring Report, Post-Implementation Review of Business Outcomes, Performance Management Plan, Communication Management Plan, Acceptance to Deploy
3	Identify statutory references in the Submission Requirements Timeline Description for project approval and other similar activities	1.5	Texas Department of Transportation	Karen Van Hooser	Test Plan
2	Indicate in the Framework Quick Reference that the Acquisition Plan is referenced in statute as the Procurement Plan.	1.5	Texas Department of Transportation	Karen Van Hooser	Framework Guidance
1	Have a one click button to download all the Framework tools - handbook, instructions, templates, worksheets and examples.	1.5	Texas Health and Human Services Commission	Sherri Conner	Business Case, Framework Other - Web