November 6-7, 2019

Educational Space Sponsored by Our Partner: Blueprint Consulting Services Group

Opening hours 8:30 AM - 5:00 PM


Add to Calendar 


1444 I St. NW, Floor 6, Washington, D.C. 
Opening hours 8:30 AM - 5:00 PM


Driving Directions 


American Innovation & Modernization Council [formerly CPIC Forum] 
(202) 845-8399 Ext 115 Office

Advanced Federal CPIC: The Major IT Business Case 

Two Days of Capital Planning & Investment Control Training.

Eligible for 16 Continuous Learning Points for completing the course and the survey.

This course will sell out. Seats are sold on a first come, first serve, first paid basis.  

Tuition: $1,495.00 per student

Advanced Federal Capital Planning & Investment Control (CPIC): The Major IT Business Case

*Tentative 2-Day Course Syllabus

Course Description:

This two-day CPIC course designed to give the student a deeper exposure to the Federal Capital Planning and Investment Control (CPIC) process. This course will help Federal Employees and Contractors develop a strong Business Case for their Investment, while also understanding the Laws, Statutes, Guidance, and Governance Structure associated with CPIC.  This course will also give the student additional knowledge of Federal Enterprise Architecture, Budget Formulation, and some of the tools available to assist with IT Capital Asset development and management. It also provides more interactive experiences with subject matter experts and guest presenters, and covers more material required within the Council's recommended CPIC Body of Knowledge (BOK), exam core knowledge, artifact and guidance exposure and explanations. For students looking for more practitioner-level core knowledge with artifacts such as risk management plans, integrated project teams and charters, operational analysis details; this more in-depth course is ideal.

 Recommended Pre-Requisites:

Some experience with or exposure to Capital Planning and Investment Control, Enterprise Architecture, Budget Formulation, and the OMB Circulars A-11 and A-130, but not required.   Students who have not taken a minimum of a 2-day course since 2012 are encouraged to attend to gain knowledge of the significant changes in business case reporting in the last several years. 

Invited Guest Speakers:

To Be Accounced 


One or more CPP-I certified CPIC Instructors will be provided for this course.

*Tentative Course Outline*

Module 1 - How will OMB use the Business Case?

  • The Major Investment Business Case
  •  Examples of Driving Legislation and Documentation
  •  Examples of Driving Documents
  •  Artifact Audits

Module 2 – CIO Ratings on The IT Dashboard

  • Federal IT Dashboard Website
  • IT Dashboard Frequently Asked Questions
  • Navigating the IT Dashboard
  • Federal Procurement Data Systems

Module 3 - OMB Max System an Introduction

  • MAX.gov
  • MAX Links
  • MAX Applications

Module 4 - CPIC Tools

  • CPIC Processes
  • COTS vs. GOTS Tools
  • Investment Governance
  • Investment Documentation
  • Investment Reviews
  • Automated Products, their Features and Benefits

Module 5 - CPIC Success

  • CPIC Tips
  • FAC-P/PM Certification
  • DAWIA Certification
  • Federal CPIC Forum
  • CPIC Certification (Capital Planning Professional)
  • CPIC Conferences
  • Candidates to Analysts Initiative (C2AI)

Module 6 - Portfolio Stat & TechStat

  • What is PortfolioStat?
  • Best Practices
  • What is TechStat?

Module 7 – An Introduction to Risk Management Plans & Risk Registers

  • Risk Management Plan Overview
  • Definition
  • Roles & Responsibilities
  • Project Risk Domain
  • Risk Management Processes
  •  Relationship to Capital Planning and Investment Control (CPIC) & Office of Management and Budget (OMB) Reporting Requirements
  • Risk Identification
  • Risk Registers
  • Categories of Risk

Module 8 – An Introduction to Performance Metrics

  • Why Measure Performance
  • What are Performance Metrics
  • Reporting Performance Metrics in the Major IT Business Case Detail
  • Where to Start – Selecting Performance Metrics
  • Entering Information into the Major IT Business Case Detail Table
  • Examples of Current Metrics
  • Performance Metric Creation & Evaluation

Module 9 – An Introduction to Operational Analysis

  • Introduction
  • Mandate(s)
  • Purpose
  • Requirements
  • Effective Monitoring
  • Cost & Schedule – Performance
  • Who performs Operational Analysis?
  • Tools & Techniques
  • Checklists & Recommendations

Module 10 – An Introduction to Integrated Project Teams and Charters

  • IPT Overview
  •  Relationship to Capital Planning and Investment Control (CPIC) & Office of Management and Budget (OMB) Reporting

Module 11 – Recent Guidance Review

  • OMB Memo

Module 12 - Wrap up

  • American Innovation & Modernization Council Membership
  • Capital Planning Professional Certification
  • The Bridge to 2020: Innovation's Future Direction (Fall Conference)
  • Vision 2020 Forum (Spring Conference)
  • CPP Application/ Exam Access Information – Next steps
  • Mandatory Survey for Course Completion & How To Receive Your PDF Certificate

The instructor will permit the following as appropriate and with full discretion:

Q&A Session as time allows.

Reading & Independent Study if time allows.