Moving forward, the PortfolioStat sessions will emphasize the above best practices for maturing agency management of IT resources and take place in three phases: preparation, session and post-session.
According to the memo, M-13-09, agency leadership must engage in proactive performance management using high-quality, targeted data on the maturity of agency portfolios, as well as strategic, architectural, and asset inventory information.
Decisions made in PortfolioStat sessions are to inform budget formulation activities for fiscal 2015, continuing the “cut and re-invest” approach laid out in earlier guidance, namely OMB M-12-13.
Under phase I (preparation) agencies must submit to OMB draft versions of their information resource management strategic plans and enterprise roadmaps as well as the first integrated data collection by May 15.
By June 19, OMB will complete its analysis, use the data submitted by agencies to prepare metrics used at PortfolioStat sessions, determine the state of an agency’s IT portfolio management, share feedback with the agencies, and develop an agenda tailored to the unique findings of each agency.
In phase II (session) agency PortfolioStat leads will work with OMB to schedule a two-hour session to take place before July 31 to review materials from phase I, yielding a memo from OMB to the agency with actionable next steps.
Under phase III (post-session), agency PortfolioStat leads are to work with the Office of E-Government and Information and Technology to establish follow-up discussions to track progress against action items identified, according to the memo.