Roadmap & Planning Workbook - US Office of Government Ethics

• Budget
• Has the budget been approved at the appropriate agency level?
• What factors could cause cost overruns? How will overruns be handled?
• Human Resources
• Are there an appropriate number of people on the team? If not, identify:
• Identify how this could impact deployment.
• Plan to add people for those areas that are lacking support,
including timing.
• Are people with the appropriate technical and subject matter skills
available? If not, identify:
• Which areas need additional technical skills.
• How to provide the necessary technical training or hire those with
the desired technical skill.
• Are the people involved in the project dedicated or part-time?
• Technology
• Are new technologies being deployed other than the eFiling solution?
• What risks do those pose to the successful deployment of the eFiling
solution?
• How do you plan to mitigate or remedy those risks?
Implementation
Next
implement your eFiling. Plan how you will get your intended users using the eFiling
solution. Detail these tasks:
• Communicate with users – What do they need to know and when? Who tells
them to use the new eFiling solution? Draft what that person says.
• Conduct user training – Which roles will be trained? How much is enough? Is it
so simple even a cave man can do it (without formal training)? Will a short, 2 or
3-page screen shot Quick Reference be enough? Consider techniques other
eFiling agencies have used.
• Migrate any paper reports – how will you manage the prior paper reports?
• Ensure ethics support staff are prepared and ready to assist Filers and
reviewers
• Obtain user feedback – will you survey the agency users or let them send
comments? Explain how to provide feedback in the eFiling announcement
about preparing the FDR.
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