Office of Management and Budget

In today’s environment which demands more efficient government through the reuse of solutions and the use of services, organizations need an architecture discipline that is nimble, efficient, and able to produce timely results. As the follow on to the Federal Segment Architecture Methodology (FSAM), the Collaborative Planning Methodology (CPM) 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. The CPM reflects the fact that architecture is but one of several planning disciplines that must work together to affect change.

Why This Matters To You

In today’s budget environment, every dollar counts. The Federal government can no longer afford failed IT projects or failed transformations that cost millions of dollars with no return on investment. Now more than ever, effective planning is critical to ensure that dollars are spent on initiatives that will maximize value to the missions.
Just as budgets create an IT environment that must become more efficient, the national economic climate has created an environment where Federal services are in higher demand from citizens. Significant changes in the services that the Federal government delivers to citizens require significant people, process, and technology changes within the Agencies that deliver those services.

The taxpayers and recipients of Federal services are depending on a government that can efficiently perform its missions. There is a need for a standard methodology by which the Federal sector can consistently and effectively plan and execute changes that are required for mission delivery. This planning methodology must be the property of the government, not a proprietary offering from industry.

How We Helped

Phase One was asked by the Office of Management and Budget (OMB) to co-lead the next generation of the Federal Segment Architecture Methodology (FSAM). The intent of the next generation methodology was to broaden its use to include the many planning disciplines, not just architecture. Additionally, the intent was to develop a methodology that would be applicable at a variety of levels of scope, from international challenges to application challenges.

The Collaborative Planning Methodology (CPM) was developed by an interagency working team including representatives from the Departments of Defense, Health and Human Services, Homeland Security, Office of Personnel Management, Office of the Director of National Intelligence, and others. The CPM was designed to position architects as planners and to align the architecture form of planning with other planning disciplines such as performance planning, capital planning, and records planning to name a few.

Just as with the FSAM, the CPM is a step-by-step methodology with guidance papers, templates, and training materials. The CPM is being taught in the major Federal IT training institutions and is the Federal-wide standard methodology for planning.