ࡱ> SR Fɀ\pJennifer Bebermeyer Ba= =.8@"1Arial1Arial1Arial1Arial1Arial1Arial1Arial1Arial1@Arial1 Arial1@ Arial1Arial1Arial1 Arial1 Arial1 Arial1Arial1Arial1Arial"$"#,##0_);\("$"#,##0\)!"$"#,##0_);[Red]\("$"#,##0\)""$"#,##0.00_);\("$"#,##0.00\)'""$"#,##0.00_);[Red]\("$"#,##0.00\)7*2_("$"* #,##0_);_("$"* \(#,##0\);_("$"* "-"_);_(@_).))_(* #,##0_);_(* \(#,##0\);_(* "-"_);_(@_)?,:_("$"* #,##0.00_);_("$"* \(#,##0.00\);_("$"* "-"??_);_(@_)6+1_(* #,##0.00_);_(* \(#,##0.00\);_(* "-"??_);_(@_) "$"#,##0.00 "$"#,##0=8_("$"* #,##0.0_);_("$"* \(#,##0.0\);_("$"* "-"??_);_(@_)94_("$"* #,##0_);_("$"* \(#,##0\);_("$"* "-"??_);_(@_)0_);[Red]\(0\)"Yes";"Yes";"No""True";"True";"False""On";"On";"Off" 0.00000000 0.0000000 0.000000 0.00000 0.0000 0.000                + ) , *   @ @  h@ @   h@ @  (0@ @   @  $ (0@  @  l  l   l@   ` *0@ *0@ @  ,  l  @  @@  h@ @   `@ +  `@ @ + *|@ @ +    @  l@ @ +  l@ +  l@ +  l  `@ "x@ *p  ` !p    d@ +  l@ +  `@ @+  `@ + "x@ @+  l@ + "p  *x  x@   x @   @ @ (x@ (x  h ( "X  H (  *x@  *x  *x    "x@    @    $@  d@ @+  $  d@ +   l@ +  h   h@ +  ,  l@ +  l@  l@ @+  $@@  $@  $@ ( *x@@  *x@  *x @   )8@  )8  )8  )x@@  )x@  )x@  x@@ x@  x@ *x@  (0@ (p@ @  l@ @   )8 (P  h @  x@@ *x@  !@ ,! 0@@ ,! 0@ !@ ,! 0@ x@@   t @  ,! 0@ @  h   h@  ,! 0@  h @  ,! 0@  )x@ @  )x@   )x@  x@   t   l   x@ @ "x@ @ *x@   l@  !x@@ !x@ !x @ !p@  ` )p@ (p@ |@ )x  *x@  *x *x@@  *x@  *x @  )x@@  )x@  )x @   8@@  8@  8 @ +x@@  +x@  (p@@ (p @ * ) (p"@@ (p" @   x `7 Instructions>Operational Evaluation%MImplemented Proj Cost Benefit|Process Evaluation  ;5   ;T ^W Facilities Guidelines: Year 1Year 2Year 3Year 4Year 55 Year EstimateActual Costs- Year 1Actual Costs- Year 2Actual Costs- Year 3Actual Costs- Year 4Actual Costs- Year 5Project Name: Date: Scoring GuidelinesCAverage Score (Divide the Total Score by the Total Number of Goals) Instructions GuidelinesInstructions:  List below any additional benefits that have resulted from this project that were not anticipated as part of the Project Charter development. Additional Benefits2Variance between Project Goals and Actual OutcomesExplain below any negative variances between project goals and the actual outcomes. Discuss how these negative variances will be addressed and the timeframes for addressing them. 6 Process Evaluation  The following section is intended to elicit your feedback on the tools used to capture information within the IT Investment Process. Your comments will be used to evaluate the effectiveness of the process and tools from the participant's perspective and to identify opportunities for improvement. Please take a few minutes to complete this section when you have completed the rest of the tool. Your feedback is greatly appreciated. How long did it take you to complete this form? Project Sponsor or Project Team  Division Administrator  CIO - Did the effort help you in evaluating/planning/managing the project? Project Sponsor or Project Team - Division Administrator  CIO - What suggestions do you have for changes? Project Sponsor or Project Team  Division Administrator  CIO - 4Project Evaluation Scorecard- Operational Evaluation*Project Evaluation Scorecard- Cost Benefit>1. This spreadsheet should be completed as part of the Customer Deliverable Review (done 0-3 months after system implementation) and as part of the Project Justification Review (done 12-18 months after system implementation). 2. Enter Project Goals as stated in Project Charter in Column B. 3. List the measurement tool used to document the outcome (survey, system reports, etc) in Column C. Attach any documentation available. 4. List the outcomes based on the documentation in Column D. 5. Determine the score based on the scoring guidelines below and enter number in Column E next to the corresponding outcome. 6. When scoring is complete, compute the average score by dividing the total score by the number of goals listed. Higher scores indicate that the project/system is exceeding its goals in terms of performance, satisfaction, cost and productivity. 7. Explain any additional benefits that the system is providing in the space below. 8. Explain the reasons for outcomes not matching goals and any action items identified to achieve desired outcomes in the space below. -A- Goals from Project Charter> -B- Measurement Tool Used (Attach Documentation if Available) -C- Outcomes -D- Score PROJECT NPV'= Exceeds Expectations (by 10% or more)= Meets Expectations (+/- 10%)-= Does Not Meet Expectations (by 10% or more)For the Customer Deliverable Review (completed at 0-3 months after system implementation), the tabs named "Operational Evaluation" and "Process Evaluation" should be completed. For the Project Justification Review, all tabs of this workbook ("Operational Evaluation," "Implemented Project Cost Benefit" and "Process Evaluation") should be completed. The Project Justification Review should be completed 12-18 months after system implementation. All reviews are tracked by the CIO Office through the Approved Portfolio Project List, found in the Portfolio Measurement Scorecard. Any review that reflects a negative variance may be flagged for review by the ITSC. All reviews are documented in the CIO Office s annual report to the ITSC on project status. If evaluated projects are found to not be providing value or not achieving the savings predicted, the ITSC may decide to remove the system from the IT Investment Portfolio or take remedial action.COSTSOne-Time Costs EquipmentSoftwareLicenseState Development StaffContractor Development StaffVendor/Consultant CostsStaff TrainingCommunications InstallationRelocation Expense+<>Recurring CostsEquipment MaintenanceSoftware SupportNetwork AdminstrationAnnual Licensing FeeSystem maintenance/enhancementsCommunicationsSecurityInfo-Tech ChargesOperations Costs,<>BENEFITSStaff Savings and AvoidanceDivision Staff Supervisory StaffOvertimeAvoid Hiring New Staff3<>!Operational Savings and AvoidanceReduced Info-Tech Charges*Elimination/reduction in Maintenance CostsFormsSpacePostage*<>Revenue ChangesExpected increase fees paid3<>SUMMARYONE-TIME COSTSRECURRING COSTSTOTAL ANNUAL COSTTOTAL ANNUAL BENEFITSNET BENEFIT (COST) 1. This spreadsheet should be completed as part of the Project Justification Review (done 12-18 months after system implementation). 2. Fill in 5 year and annual estimates from the approved CBA . 3. Delete rows that are not applicable. 4. Add rows where necessary; ensure formulas include all additional cells. 5. Do not fill in shaded cells - appropriate formulas are included in template. PROJECT IRR1. Complete the Operational Evaluation tab by listing the Project Goals (as described in the Project Charter) and score them based on the guidelines provided in the worksheet. Higher scores indicate that the project/system is exceeding its goals. The maximum score is 3. 2. Enter the data from the Project Justification Cost Benefit Analysis in the Implemented Proj Cost Benefit tab. (Columns B, C, E, G, I , K) 3. Enter the actual cost and benefit information for the current year (System Implemented Year 1-5) in the Proj Cost Benefit tab. 4. Review the variances between the projected Cost/Savings per year and Actual Cost Savings per Year in the Implemented Proj Cost Benefit tab. A variance more than 10% should be further scrutinized to decide whether or not the system should remain in the IT Portfolio. Any project with a variance more than 10% should be documented in the Portfolio Measurement Scorecard-<; Approved Portfolio Projects List as needing ITSC review. Z! |g s^%-.tZ/E001 Fɀ =Q>  dMbP?_*+%41&C&"Arial,Bold"&11Project Evaluation Scorecard &A&L&11&D-&T&C&11&P&R&11&FM\\WIGOV\dwdmad_gef1_407_h8_01_qdXXLetter.HP LaserJet 8150 PCL 62.xePK/Ca=n{%B\`!bBkLG.u㏈y?p7fqfdrT{lҵ)7KF]7n= e:Kf($q4'cnQ14 oЧ}rVAvgP/ժupnGvnA!A> c; :@ISF)W6PhS,BiW@|#Z[8'8L&G{1}ANIe]妱Yrak@7 Fɀ )6DJ/L  dMbP?_*+%'$&C&11Project Evaluation Scorecard &A&L&11&D-&T&C&11&P&R&11&FM\\WIGOV\dwdmad_gef1_407_h8_01_qdXXLetter.HP LaserJet 8150 PCL 62-xePK/Ca3m?"B%XXPQ"43Moh;`cG߽n9 Š]µ Z$So.,Y l9 ~ܣAIh2 1ĭgH2[cSZt4_(mյ;F4 FQH}&tY!W&6C`2(tC{=hì',wGb|"ia^B${SRr(+Y&05D|H'e.3:I";XX??U} E} 4E} )E} I)E} $)@@@@@L/ @w@, , , u@  E  p p p p p p p p p p p px@;; IJJJKl  JJKl  JJK>>>   ~ b@ o" ccd~ b@ o# ccd~ b? o$ ccd i i ? ? @  mmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmBCCCD  #n  %B ' BX (( ,,,BE  !";#$%&'( ! ""' #O$%&'(`   >@  $(!""7/  %   Fɀ YTQd`v|  dMbP?_*+%QN&C&"Arial,Bold"&11Project Evaluation Scorecard Implemented Cost Benefit Review&L&11&D - &T&C&11&P&R&11&FMAcrobat DistillerS o6XXLetterPRIV0''''(\KhC(EBDAeBook"6"XX??U} -"} I""}  &"}  )"}  ,"}  )"}  ,"}  )"}  ,"} )"} ,"} :"} $ "} $ "Y v  X@ , , , , , , , , , , , @ ,} , , , , , , , , , @ h@ @ @ , , , _``````````a e&f M * M * M * M  *  M  *  q r' sY( - đZ(Y(Z(Y(Z(Y( Z(  Y(  Z(  t(~ u[QPQPQPQPQ t)~ v\77777 t*~ v\77777 t+~ v\77777 t,~ v\77777 t-~ v\77777 t.~ v \77777 t~ v \77777 t/~ v \77777 t0~ v \77777 w1~ x ]SRSRSRSRS y2z( - đ-((-((-(( -(  (  -(  t3~ {#88888| t4~ ~#88888 t5~ ~#8#8#8#8#8 t6~ ~#8#8#8#8#8 t7~ ~#8#8#8#8#8 t8~ ~#8#8#8#8#8 t9~ ~#8#8#8#8#8 t:~ ~#8#8#8#8#8 t;~ ~#8#8#8#8#8 t<~ WXWXWXWXWX e1919191919 g : : : : = k( -.((.((.(( .(  (  .(  >z(- --(-(--(-(--(-(- -(-  (-  -(-  t?~ {#88888 t@~ ~#88888 tA~ ~#8#8#8#8#8 Dl.m:::::::::::i<<::::::::" mi<< ,! ," # ,$ ,% ,& ,' ,( ,) @* ,+ ,, @- X@. X@/ X@0 X@1 @2 XA3 XA4 ,5 r6 7 8 9 : ; < = > ?  tB~ ~ #8#8#8#8#8 !wC~ !!WXWXWXWXWX "D""(.""" -".("""(""".("""(""".("""(""" .(""" (" "" .(" "" 6 #tE~ #{##88888 $tF~ $~$#88888 %tG~ %~%#88888 &tH~ &~&#8#8#8#8#8 'tI~ '~'#8#8#8#8#8 (wJ~ ((WXWXWXWXWX )yK)z)(H))) -)-()))()))-()))()))-()))())) -())) () )) -() ) *tL~ *{*#88888 +wM~ ++WXXXXX ,hN, ,,; ,2,; ,2,; ,2, ; , 2, ; -jO--(-"-- LLLL-<(--0(--/(--$(--<(--$( -- <( -- $(3-- <(. - .jP.. /D-..< " DDDD.$(/..1 LL.<(/..$(/..<(/..$(/.. <(/ .. $(/ .. <(/ . /jQ// 0D../< .DDDD/$(0./<(0./$(0./<(0./$(0./ <(0 ./ $(0 ./ <(0 . 0jR00 1D/.0< /DDDD0$(1.0<(1.0$(1.0<(1.0$(1.0 <(1 .0 $(1 .0 <(1 . 1jS11 .D0.1< 0DDDD 1$(..1<(..1$(..1<(. .1$(. .1 <( .1 $() .1 <(.. 2j!2#2jm$B 1 %,, B>2TUVUVUVUVN 3jU3'3 2%-- B 3TUVUVUVUVN 44 5T56 65555555444 75555555444 885555555444 95555555444 :5555555444 ;5555555444 <5555555444 =5555555444 >5555555444 ?5555555==4 Dl::s<<<:::i<<tzaaa]a.0"".""""""@ABCDEFGHIJKLMNOP Q R S T U V W X @5555555444 A5555555444 "B3444444444NA $C344444444444$D344444444444$E344444444444"F34444444446 G3444444444 H3444444444 I3444444444 J3444444444 K3444444444 L3444444444 M3444444444 N3444444444 O3444444444 P3444444444 Q3444444444 R3444444444 S3444444444 T3444444444 U3444444444 V3444444444 W3444444444 X!%(+(+(+(+ 6^""&(((&""""""""""""""""" ) !>@<dA -@444 55 7 Fɀ c  dMbP?_*+%41&C&"Arial,Bold"&11Project Evaluation Scorecard &A&L&11&D-&T&C&11&P&R&11&FM\\WIGOV\dwdmad_gef1_407_h8_01_qdXXLetter.HP LaserJet 8150 PCL 62-xePK/Ca3m?"B%XXPQ"43Moh;`cG߽n9 Š]µ Z$So.,Y l9 ~ܣAIh2 1ĭgH2[cSZt4_(mյ;F4 FQH}&tY!W&6C`2(tC{=hì',wGb|"ia^B${SRr(+Y&05D|H'e.3:I"dXX??U} ` ^">@7 Oh+'0HP`| VOGELEJennifer BebermeyerMicrosoft Excel@Q@qX@s"m%՜.+,0 PXt | iState of WisconsinA  InstructionsOperational EvaluationImplemented Proj Cost BenefitProcess Evaluation+'Implemented Proj Cost Benefit'!Print_Area-'Implemented Proj Cost Benefit'!Print_Titles  Worksheets Named Ranges  !"#$%&'()*+,-./0123456789:;<=>?@ACDEFGHIKLMNOPQRoot Entry FWorkbookSummaryInformation(BDocumentSummaryInformation8J