Collaborative Planning Methodology (CPM)

I think most can agree that enterprise architects have been getting more and more narrow in terms of the scope of planning that they touch.  In reality, executives and decision makers need a single complete plan of action.  They ask, "what do I need to do, how do I secure it, how much will it cost, and when can it be done?"  As enterprise architects have drifted away from solution architecture and as cyber security, budget, and other planners have drifted away from enterprise architecture we have an environment that produces many plans (instead of one plan), more costly and time consuming planning, and in some instances just an altogether skipping of planning to head straight into purchasing or development.  Rather than focus on how the community has gone astray, let's focus on what needs to be done.  There are a few principles that I would humbly put forward:

  • Planning is important.  If we don't plan appropriately, we will waste time and money and perhaps never get where we need to go.
  • Planning must be inclusive.  Planning cannot be done within a single planning discipline.  A plan must be complete and represent the views of architects, budget, cyber, infrastructure, etc.
  • Planning must have a clear executive intent.  What do the executives really want to see as a result of the planning?  If we don't know this up front, we will fail.
  • Planning must be governed.  Some group of people needs to take accountability for ensuring that planning stays on track and the resulting plan will yield the desired results.
  • Planners must learn from others.  We must know what has worked and what has not worked; not just within the organization but around the globe.
  • Planning often times must be inter-organizational.  Governments need to work together and with industries to make things work.
Collaborative Planning Methodology (phases, steps, activities)
Collaborative Planning Methodology (phases, steps, activities)

With many of these principles in mind, the development of the Collaborative Planning Methodology was launched.  Agencies, Departments, Commissions, and companies associated with the public sector assembled to create a methodology to meet their planning needs.  TheCollaborative Planning Methodology is a simple, repeatable process that consists of integrated, multi-disciplinary analysis that results in recommendations formed in collaboration with sponsors, stakeholders, planners, and implementers.  This methodology includes the master steps and detailed guidance for planners to use throughout the planning process.  Architecture is but one planning discipline included in this methodology.The Collaborative Planning Methodology is the next generation replacement for the Federal Segment Architecture Methodology (FSAM).  As the replacement for the FSAM, the Collaborative Planning Methodology has been designed to be more flexible, more widely applicable, and more inclusive of the larger set of planning disciplines.

Quick Links for the Collaborative Planning Methodology (CPM):