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The Key to a Successful EA Practice



Russ Gibfried
Enterprise Architect, CareFusion
Presented at the Open Group Conference, San Francisco 2012
   EA Challenges
    ◦ EA Industry Trends
    ◦ Improving the EA Message
   Best Practices
    ◦ EA Charter
    ◦ Architecture Principles
    ◦ Communication Plan
   Q&A
   Session Objectives
    ◦ Techniques to gain stakeholder buy-in during EA
      practice start up.
    ◦ How to utilize the EA Charter and Architecture
      Principles to provide stakeholder guidance.
    ◦ Communication strategies for retaining and
      managing stakeholder support.

   My Takeaway
    ◦ Gain information and hands-on methods to manage
      EA Stakeholders to improve EA success.
Delivering Business Strategic Value Drives EA Demand



Distinct EA Practice
                       22%
                                                                                 95%
                                                       55%

EA engaged with
Business                                                                               Although EA
                       62%                                                           adoption trends
                                                                                        increasing
                                                       40%
                                                     66%                              dramatically, a
                                                                                    large percentage
IT Focused EA          12%                                                             will not meet
                                                         4%
                         4%                              1%                            Stakeholder
                       2011                         2020                              expectations.
                                                 (Estimated)

                       The Future of EA in 2020; EA Is Integral to Strategic Planning, published by Gartner, 4 November 2011
                       How the Future of Corporate IT Impacts Skills, CIO Executive Board, 8 November 2011
                       Hype Cycle for Enterprise Architecture 2011, Gartner, 26 July 2011
1.   New Leadership Team
2.   “All Hands on Deck”
3.   Roles and Responsibilities not clearly defined
4.   Overly IT Focused - Lack Business Knowledge
5.   Communication Gaps
      Executive leadership
      Technical leads
6.   Ivory Tower
7.   Governance Police
8.   EA Self Focus
   Clear line of sight linking business objectives
    to expected outcomes.




   Demonstrate balance between short-term
    value and long-term visioning.
EA
                                                            Scope
                                   COMMUNICATION
                                       PLAN
                                                            Decision
                 ARCHITECTURE                               Guidance
                  PRINCIPLES


                                                            Value
EA CHARTER




                EA Charter: Define Scope, Roles and Responsibilities.

                Architecture Principles: Decision Framework.

                Communication Plan: Action Plan for Communications.

                                                      7
• Define EA Charter
• Identify Stakeholders and
  confirm commitments
• Establish Architecture
  Principles



• Identify Stakeholders
  (Stakeholder Map)
• Communications Plan
   Business Objectives
    ◦ Review Organizational Context.
    ◦ Confirm Business Operating Model.
   EA Scope and Priorities
    ◦ Define ‘Architecture Footprint’.
   EA Team and Method
    ◦ Define EA Team and Roles.
   Governance and Support Framework.
    ◦ Set up governance and business
      support process through ADM.
   Sponsor/Stakeholder Commitment!
   Core set of values, rules and
    best practices that influence a
    range of considerations relevant
    to business strategies.

   Framework to make decisions.

   Evaluation criteria guiding
    investments.

   Drive the definition of future state
    architectures.
   Improve the Value Proposition - IT is expensive!
       IT budgets are not increasing dramatically.
       Firms using a principles-based strategy
        generated higher returns on IT investments.

   Optimizes Core Capabilities - IT is pervasive!
      A lot of IT spend is not in IT budget.
      New technologies available as rapidly as current
       assets decay.
      Focus on core capabilities to build a global,
       extensible and scalable IT model.



                           Source: IT Governance , Copyright 2008 Jeanne W. Ross and Peter Weill
Build - Customized           Reuse - Out Of The Box
                      What do you want?             Will this work?
REQUIREMENTS
& DESIGN
APPROACH



TYPICAL    • Starts with the presumption        • Presumption that 80% of
BEHAVIOR     of customization                     requirements already met.
           • Significant time spent             • No time spent overcoming
             building current state               group freeze and common
             process flows.                       vocabulary
           • Blank white boards cause the       • Time spent focusing on the true
             group freeze and/or “nice to         gaps (< 20%).
             have wish list” piling on          • Prevents “nice to have wish list”
                                                  requirement creep
OUTCOME        • Difficult “up hill” climb to   • Easy “down hill” movement,
                 achieve any benefit from         when required, to gain benefit
                 leveraging OOTB                  from customization
                                                                                      1
                                                                                      2
   Audience Analysis
    ◦ Identify target audiences and classify
      their motivations, preferences, needs
      and expectations. (RACI Chart)
   Message Strategy
    ◦ Define specific messages that need to
      be developed for each target
      audience.
   Communications Plan
    ◦ Capture action plan for
      communicating with each target
      audience.
Event       Audience(s) Description of       Owner         Feedback
Date                    Event

Target      Target        Describe the       Responsible Identify how
Date or     audience or   communications     for Message communications
Event       group         event, objective               and feedback
                          and expected                   will be solicited.
                          outcome.

1/25/2012   Stakeholder   Confirm Roadmap    EA            Reoccurring
                          Activities                       Monthly
                                                           1-1 Meeting
2/1/2012    Core Team        Status update   EA            Reoccurring
            (Consulted)      Upcoming                      Weekly
                             milestones                    Meeting/Web
                             Group topics                  Conference
                             Action Items
   EA is not a spectator sport!
    ◦ Gain executive buy-in early.
    ◦ Demonstrate EA value with quick-win
      projects.
    ◦ Continually focus on business goals and
      long-term strategic vision and.

   Don’t let EA be left out!
EA - Gaining And Retaining Stakeholder Buy In

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EA - Gaining And Retaining Stakeholder Buy In

  • 1. The Key to a Successful EA Practice Russ Gibfried Enterprise Architect, CareFusion Presented at the Open Group Conference, San Francisco 2012
  • 2. EA Challenges ◦ EA Industry Trends ◦ Improving the EA Message  Best Practices ◦ EA Charter ◦ Architecture Principles ◦ Communication Plan  Q&A
  • 3. Session Objectives ◦ Techniques to gain stakeholder buy-in during EA practice start up. ◦ How to utilize the EA Charter and Architecture Principles to provide stakeholder guidance. ◦ Communication strategies for retaining and managing stakeholder support.  My Takeaway ◦ Gain information and hands-on methods to manage EA Stakeholders to improve EA success.
  • 4. Delivering Business Strategic Value Drives EA Demand Distinct EA Practice 22% 95% 55% EA engaged with Business Although EA 62% adoption trends increasing 40% 66% dramatically, a large percentage IT Focused EA 12% will not meet 4% 4% 1% Stakeholder 2011 2020 expectations. (Estimated) The Future of EA in 2020; EA Is Integral to Strategic Planning, published by Gartner, 4 November 2011 How the Future of Corporate IT Impacts Skills, CIO Executive Board, 8 November 2011 Hype Cycle for Enterprise Architecture 2011, Gartner, 26 July 2011
  • 5. 1. New Leadership Team 2. “All Hands on Deck” 3. Roles and Responsibilities not clearly defined 4. Overly IT Focused - Lack Business Knowledge 5. Communication Gaps  Executive leadership  Technical leads 6. Ivory Tower 7. Governance Police 8. EA Self Focus
  • 6. Clear line of sight linking business objectives to expected outcomes.  Demonstrate balance between short-term value and long-term visioning.
  • 7. EA Scope COMMUNICATION PLAN Decision ARCHITECTURE Guidance PRINCIPLES Value EA CHARTER  EA Charter: Define Scope, Roles and Responsibilities.  Architecture Principles: Decision Framework.  Communication Plan: Action Plan for Communications. 7
  • 8. • Define EA Charter • Identify Stakeholders and confirm commitments • Establish Architecture Principles • Identify Stakeholders (Stakeholder Map) • Communications Plan
  • 9. Business Objectives ◦ Review Organizational Context. ◦ Confirm Business Operating Model.  EA Scope and Priorities ◦ Define ‘Architecture Footprint’.  EA Team and Method ◦ Define EA Team and Roles.  Governance and Support Framework. ◦ Set up governance and business support process through ADM.  Sponsor/Stakeholder Commitment!
  • 10. Core set of values, rules and best practices that influence a range of considerations relevant to business strategies.  Framework to make decisions.  Evaluation criteria guiding investments.  Drive the definition of future state architectures.
  • 11. Improve the Value Proposition - IT is expensive!  IT budgets are not increasing dramatically.  Firms using a principles-based strategy generated higher returns on IT investments.  Optimizes Core Capabilities - IT is pervasive!  A lot of IT spend is not in IT budget.  New technologies available as rapidly as current assets decay.  Focus on core capabilities to build a global, extensible and scalable IT model. Source: IT Governance , Copyright 2008 Jeanne W. Ross and Peter Weill
  • 12. Build - Customized Reuse - Out Of The Box What do you want? Will this work? REQUIREMENTS & DESIGN APPROACH TYPICAL • Starts with the presumption • Presumption that 80% of BEHAVIOR of customization requirements already met. • Significant time spent • No time spent overcoming building current state group freeze and common process flows. vocabulary • Blank white boards cause the • Time spent focusing on the true group freeze and/or “nice to gaps (< 20%). have wish list” piling on • Prevents “nice to have wish list” requirement creep OUTCOME • Difficult “up hill” climb to • Easy “down hill” movement, achieve any benefit from when required, to gain benefit leveraging OOTB from customization 1 2
  • 13. Audience Analysis ◦ Identify target audiences and classify their motivations, preferences, needs and expectations. (RACI Chart)  Message Strategy ◦ Define specific messages that need to be developed for each target audience.  Communications Plan ◦ Capture action plan for communicating with each target audience.
  • 14. Event Audience(s) Description of Owner Feedback Date Event Target Target Describe the Responsible Identify how Date or audience or communications for Message communications Event group event, objective and feedback and expected will be solicited. outcome. 1/25/2012 Stakeholder Confirm Roadmap EA Reoccurring Activities Monthly 1-1 Meeting 2/1/2012 Core Team Status update EA Reoccurring (Consulted) Upcoming Weekly milestones Meeting/Web Group topics Conference Action Items
  • 15. EA is not a spectator sport! ◦ Gain executive buy-in early. ◦ Demonstrate EA value with quick-win projects. ◦ Continually focus on business goals and long-term strategic vision and.  Don’t let EA be left out!