2.100.1  Integrated Process Management Guidance and Procedures

Manual Transmittal

September 25, 2013

Purpose

(1) This transmits revised IRM 2.100.1, Integrated Process Management, Integrated Process Management, Guidance and Procedures.

Material Changes

(1) This is an editorial change and defines the essential practices of the Integrated Process Management (IPM) Program.

Effect on Other Documents

IRM 2.100.1 dated March 26, 2012, is superseded.

Audience

This Directive is applicable to all organizations within Information Technology(IT).

Effective Date

(09-25-2013)

Terence V. Millholland
Chief Technology Officer

2.100.1.1  (09-25-2013)
Directive

  1. Integrated Process Management Guidance and Procedures

2.100.1.1.1  (03-26-2012)
Administration

  1. IT Enterprise Services, Enterprise Process Management (EPM) Office is responsible for the development, implementation, and maintenance, of this directive. Approval of this directive, including updates, rests with the IT Chief Technology Officer (CTO) and Associate Chief Information Officer (ACIO) for Enterprise Services. All proposed changes to this directive must be submitted to EPM.

2.100.1.1.2  (03-26-2012)
Purpose of Directive

  1. This Directive serves as the policy for the Integrated Process Management (IPM) program. This program will support the Capability Maturity Model Integration (CMMI), and Information Technology Infrastructure Library (ITIL) effort for the IT organization

2.100.1.1.3  (03-26-2012)
Scope

  1. This Directive applies to all IT business process owners establishing new or revised processes.

2.100.1.1.4  (03-26-2012)
Mandates

  1. In accordance with the CTO mandate for the implementation of Information Technology Infrastructure Library (ITIL), Capability Maturity Model Integration (CMMI), and Project Management Institute (PMI), the IPM process will ensure that IT is meeting its business goals and delivering benefits that facilitate business change, transformation, and growth of business processes and services. IPM will standardize and centralize processes in the IT Organizational Process Asset Library (PAL) and will facilitate IT core processes through the Internal Revenue Manuals (IRM) for implementing a standard in process documentation and institutionalization.

  2. The IPM process will enable:

    • The definitive identification of all of IT core business processes that provide the resources from within and across the organization to support the IRS mission

    • An enterprise-level establishment of standards for the essential elements of effective processes, moving from ad hoc, immature processes to documenting and centralizing disciplined and mature processes improved with quality and effectiveness.

    • The development of the IT Integrated Process Architecture (IPA), displaying the ordering, interfaces, interdependencies, and other relationships among the fundamental units (elements) of our core process. It will provide the rules for connecting the process elements of a standardized process, cover the essential requirements and guidelines, and specify the relationships between the elements in diagram form.

    • IPM to serve as the foundation for driving change management, providing stakeholders the ability to analyze process interfaces for identification of overlaps, redundancies, and impact to other process areas via IPA.

    • IPA to provide a medium to expose business process improvement opportunities at a glance.

  3. Directives:

    • IT business process areas shall participate in the Integrated Process Management program for document standardization, process asset centralization, and process improvement efforts.

    • IT business process areas shall use the IPM process templates to document their process .

    • IT business process areas shall develop standard business process models for the Integrated Process Architecture that will enable cross-functional process improvement efforts across the IT organization.

    • All IT business processes identified as an IT core process shall be documented through the Internal Revenue Manual (IRM) process and approved at the CTO level.

    • All IT business process areas shall facilitate process and process asset changes through IPM

2.100.1.1.5  (03-26-2012)
Waivers and Deviations

  1. Any waivers or deviations of this Directive require written approval from the Associate Chief Information Officer, Enterprise Services.

2.100.1.1.6  (09-25-2013)
CMMI, ITIL, PMI Compliance

  1. The Capability Maturity Model Integrated (CMMI) can be used to judge the maturity of an organization’s processes and related procedures and process assets and can be used to plan further improvements. CMMI sets the standard for the essential elements of effective and mature processes, improved with quality and efficiency.

  2. The Information Technology Infrastructure Library (ITIL) contains a collection of best practices, enabling organizations to build an efficient framework for delivering IT Service Management (ITSM) and ensuring that they are meeting business goals and delivering benefits that facilitate business change, transformation, and growth.

  3. The Project Management Institute (PMI) organization advances the project management profession through globally recognized standards and certifications. This process asset is used to indicate that all artifacts are developed or acquired, incorporating CMMI, ITIL, PMI requirements, to meet the business objectives of the organization and that they represent investments by the organization that are expected to provide current and future business value to the IRS.

2.100.1.1.7  (09-25-2013)
Definitions, References

2.100.1.1.7.1  (09-25-2013)
IT Definitions

  1. An IT Glossary is available on the IT Organizational Process Asset Library (PAL).

2.100.1.1.7.2  (09-25-2013)
References

  1. The following resources are either referenced in this document or were used to create it:

    1. CMMI v1.3

    2. ITIL v3

    3. PMI v4

2.100.1.1.8  (03-26-2012)
Authority and Reference Documents

  1. The following lists the regulatory documents that validate the Integrated Process Management (IPM).

    1. IRM 1.11.2 Internal Revenue Manual Process

    2. IPM Interim Guidance

2.100.1.2  (09-25-2013)
Appendices

  1. Appendices A-D

2.100.1.2.1  (09-25-2013)
Appendix A: Glossary

  1. Glossary

    Terms Definition
    Integrated Process Management Process framework for managing IT core processes.
    Organizational Process Asset Artifacts that relate to describing, implementing and improving processes.
    IT Organizational Process Asset Library A library of information used to store and make process assets available that are useful to those who are defining, implementing and managing processes in the organization.
    Artifacts A work product created by a process or procedure step, such as plans or design specifications.

2.100.1.2.2  (09-25-2013)
Appendix B: Abbreviations and Acronyms

  1. Abbreviations and Acronyms

    Acronyms Definition
    IT Information Technology
    ES Enterprise Services
    CTO Chief Technology Officer
    ACIO Associate Chief Information Officer
    IPA Integrated Process Architecture
    EPM Enterprise Process Management
    CMMI Capability Maturity Model Integration
    ITIL Information Technology Infrastructure Library
    IRM Internal Revenue Manual
    PMI Project Management Institute
    PAL Process Asset Library
    ITSM Information Technology Service Management

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