Cdc Unified Process Practices Guide Centers For

Summary

CDC UNIFIED PROCESS
PRACTICES GUIDE
BUSINESS NEEDS STATEMENT PRACTICES GUIDE
Document Purpose
The purpose of this document is to provide guidance on the practice of Business Needs Statement and
to describe the practice overview, requirements, best practices, activities, and key terms related to these
requirements. In addition, templates relevant to this practice are provided at the end of this guide

Practice Overview
The Department of Health and Human Services (HHS) Enterprise Performance Life Cycle (EPLC) is a
framework to enhance Information Technology (IT) governance through rigorous application of sound
investment and project management principles and industry’s best practices. The EPLC provides the
context for the governance process and describes interdependencies between its project management,
investment management, and capital planning components. The EPLC framework establishes an
environment in which HHS IT investments and projects consistently achieve successful outcomes that
align with Department and Operating Division goals and objectives

The Enterprise Performance Life Cycle (EPLC) Initiation Phase identifies the business need, rough order
of magnitude cost and schedule, and basic business and technical risks. The activities during the
Initiation Phase are designed to determine whether or not the proposed investment/project (I/P) aligns
with the mission of the organization, supports the achievement of a short term and/or long term goal(s),
and justifies development of a full Business Case and preliminary PMP. The outcome of the Initiation
Phase is the decision to invest in a full business case analysis and preliminary Project Management Plan
(PMP)

During the Initiation Phase, a Business Owner identifies a business need for which a technological
solution is required and a preliminary Enterprise Architecture (EA) review is conducted to determine if
there is sufficient justification to proceed into the Concept Phase of the EPLC. The Initiation Phase may
be triggered as a result of business process improvement activities, changes in business functions,
advances in information technology, or may arise from external sources, such as public law or the general
public. When an opportunity to improve business/mission accomplishments or to address a deficiency is
identified, the Business Owner and the Project Manager (if already assigned) document these
opportunities in the Business Needs Statement

The Business Needs Statement identifies the business need for a proposed I/P. It includes a brief
description of the proposed project’s purpose, goals, and scope. The Business Needs Statement provides
sufficient information to justify a decision whether or not the organization should move forward with the
development of a full business case. The preliminary EA review examines whether the proposed project
potentially duplicates, interferes, contradicts, or can leverage another I/P that already exists, or is
proposed, under development, or planned for near-term disposition. Sufficient high-level functional
requirements are required to understand what the project is intended to do and how it supports the
business need. The EA review is performed to ensure that the Business Needs Statement is sound and is
consistent with the EA

The Business Owner is the principal authority on matters regarding the expression of business needs, the
interpretation of functional requirements language, and the mediation of issues regarding the priority,
scope, and domain of business requirements. The Business Owner must understand what constitutes a
requirement and must take ownership of the requirements and inputs and output. The Business Sponsor
is also responsible for ensuring that adequate financial and business process resources are made
available to support the I/P once approved. Critical Partners participate in the EA review and review the
Business Needs Statement

UP Version: 06/30/08 Page 1 of 3
CDC UNIFIED PROCESS
PRACTICES GUIDE
BUSINESS NEEDS STATEMENT PRACTICES GUIDE
Best Practices
The following best practices are recommended for Business Needs Statement development:
• Leverage - Look for ways to extend the benefits of the I/P beyond the immediate problem being
addressed. Leveraging the work to resolve multiple needs increases the likelihood of sponsorship
• Soft Benefits - Include soft benefits even if not directly quantifiable. Soft benefits may include
influences on employee behavior, increased client satisfaction, etc
• K.I.S.S - Keep the content of the Business Needs Statement simple. Present concepts in business
terms and limiting the use of technical jargon and ambiguous acronyms
• Review - Present the completed Business Needs Statement document for final review, preferably
to cross-functional team, prior to presenting to the prospective business sponsor
• EA – Ensure alignment of the Business Need
• Goals/Objectives - Align business need with CDC Health Protection Goals
(http://www.cdc.gov/osi/goals/goals.html)
Practice Activities
For projects the following practice activities are appropriate:
• Contact the CPIC office for assistance (if applicable)
• Assess the organization
• Identify the agency’s performance goals
• Define a strategy for development of the Business Needs Statement
• Consider enterprise architecture and business processes
• Perform segment architecture development
• Consider risks and issues
• Finalize the business needs statement document
• Present the needs statement document for review approval
Practice Attributes
This section provides a list of practice attributes to help project teams determine the extent to which
Business Needs Statement impacts their project

Practice Owner CDC UP Project Office – NCPHI
All projects, regardless of type or size, should provide value to the CDC
and justify expenditure of resources. Document this information in the form
Criteria
of a Business Needs Statement to first gain funding approval to proceed
with the development of a full Business Case

Estimated Level of
Minimal
Effort
Prerequisites N/A
Practice Dependencies N/A
Development of a Business Needs Statement is required by all projects
prior to the completion of CPIC Project Prospectus or the development of
Practice Timing in
a full Business Case. This activity is performed in the very early stages of
Project Life Cycle
a project life cycle before any significant amount of resources is expended
on any project efforts

Templates/Tools CDC UP Business Needs Statement Template
Additional Information http://intranet.cdc.gov/cpic/
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CDC UNIFIED PROCESS
PRACTICES GUIDE
BUSINESS NEEDS STATEMENT PRACTICES GUIDE
Key Terms
Follow the link below to for definitions of project management terms and acronyms used in this document

http://www2.cdc.gov/cdcup/library/other/help.htm
Related Templates/Tools
Below is a list of template(s) related to this practice. Follow the link below to download the document(s)

http://www2.cdc.gov/cdcup/library/matrix/default.htm
• Business Needs Statement Template
UP Version: 06/30/08 Page 3 of 3

Identified, the Business Owner and the Project Manager (if already assigned) document these opportunities in the Business Needs Statement. The Business Needs Statement identifies …

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