STRATEGIC PLAN FOR HANFORD SITE INFORMATION MANAGEMENT
MISSION The mission for Hanford Site information management is to create a working environment that delivers the right data and information of known quality in a usable form and at an acceptable cost to the people who need it, where they need it, and when they need it.
VISION The vision for Hanford Site information management is to demonstrate organizational and technical excellence in meeting customer needs by:
ISSUES
STRATEGIES
CONTENTS
| CASE | Computer Assisted Systems Engineering |
| CIO | Chief Information Officer |
| DMP | Data Management Plans |
| DOE | U.S. Department of Energy |
| EM | Environmental Management |
| ER | Environmental Restoration |
| HSP | Hanford Strategic Plan |
| RL | U.S. Department of Energy, Richland Operations Office |
| WHC | Westinghouse Hanford Company |
The Hanford Site missions are to clean up the Site, to provide scientific knowledge and technology to meet global needs, and to partner in the economic diversification of the region. To achieve these long-term missions and increase confidence in the quality of the Site's decisionmaking process, a dramatically different information management culture is required, consistent with U.S. Department of Energy (DOE) mandates on increased safety, productivity, and openness at its sites. This plan presents a vision and six strategies that will move the Site toward an information management culture that will support the Site missions and address the mandates of DOE.
The past culture at the Site was justifiably inwardly focused with data flow limited to organizations having a "need to know." Data were frequently contained in file cabinets, paper reports, central repositories, and in the minds of the original data collectors. National security requirements limited data dissemination. Data sharing was difficult, if not impossible. Currently, much of the site data and information are scattered across contractors and managed under multiple organizations on numerous computer systems in incompatible, nonstandard formats. This situation makes it difficult for the Site to access its own information, and precludes timely access for offsite customers who have a requirement for the information.
Information is the key infrastructure element in decisionmaking. Site management and staff make decision that have tremendous impacts on worker safety, environmental cleanup, science for global problems and economic diversification. The free flow of information during decisionmaking and review processes enables open and active communication and results in decisions that are traceable and defensible.
Lack of adequate information management affects staff productivity. Although few at the Site think of themselves as information managers, information management is a "second business" for many staff since much of their time is spent performing information management activities to support their primary work. Because of a lack of adequate information management, these staff members are often unable to meet the Site's current information management needs. During the last half of this decade, the Site's cleanup, technology development, and scientific research activities will cause a massive expansion of our onsite data and there will be increasing pressure to effectively manage more information as characterization and waste remediation activities mature. This will be accompanied by the need to store, access, visualize, and analyze these data to make well-supported technical and business decisions. How will staff meet the growing needs of information management? Information technology, such as computers, database systems, geographic information systems, file management systems, and optical disk storage, coupled with effective business processes, can enable the staff to become more effective information customers who are able to quickly sift through the data to reach the needed pieces of information .
The pyramid in Figure 1 (download WordPerfect file for figure) illustrates the hierarchial relationship between data, information, knowledge, and decisions. The process begins with the collection of raw data (e.g., facts associated with some type of measurement or observation). The results are combined and analyzed to provide useful information. That information is combined with other information sources to provide the knowledge. Conclusions drawn from this entire process give rise to well-informed decisions. In this plan, no attempt is made to differentiate between data and information since the distinction is not relevant to the discussion that follows. What is information to one customer may be data to another.
Information is defined for this plan as all key administrative and technical data used to carry out the Hanford Site missions. This information is found in databases, documents, maps, images, videotapes, and other media. If any one of these forms of information meets established records management criteria, it can be a record, regardless of its physical form or characteristics. Effective information management is more than the compilation of massive amounts of electronic and non-electronic information; it involves integrating information management into business processes that identify requirements, compliment and enable priorities and practices, and enable communication. Effective information management can enable work to be done better, faster, and with greater cost efficiency. Inadequate information management can obstruct work completion, drain resources better spent elsewhere, and prevent value-added qualities. This strategic plan focuses on how to make information management an enabler rather than a barrier.
Effective information management must become a Site priority, with associated planning, coordination, staffing, and technology resources. Site information resources will serve a key role in improving the technical quality of work, increasing stakeholder confidence in the management of Site programs, and diversifying the local economy. Easy access to the Site's unique knowledge base and technical expertise will help facilitate these activities. A Sitewide, multiprogram approach is needed that is streamlined, standardized, networked, and focused both inward on the Site community and outward on critical external stakeholders. This new information management culture will enable data and information to be readily transmitted, shared, and analyzed between organizations. Information management resources need to conform to Sitewide policies, standards, processes, procedures, and guidelines. Within that context, programs must retain the freedom to shape and control the specific information management approach and technology required to meet unique program decisionmaking needs. However, providing standardized, easy access to information is not the same as making the data usable. Customers often need context, subject area knowledge, training, and support before they can use complex technical or administrative information. Customers must be aware of the quality of the data so they can assess whether the quality makes the data appropriate for the intended use.
Information technology continuously advances and major new developments
are being announced frequently. These advances will allow the
Site to use cost- and time-saving capabilities, such as electronic
document management and multimedia, that were unavailable only
a few years ago. These newer technologies need to be integrated
with the Site's current capabilities so that the Site's knowledge
base is preserved and available for use. This plan proposes the
establishment of a Hanford Site "information architecture"
to integrate these information technologies, help prevent the
obsolescence of the Site's information technology investments,
and aids in the delivery of information management capabilities
to the customers. The definition of an information architecture
is described in more detail in Appendix B.
This plan does not propose to integrate all information and information
systems but encourages the sharing and use of information (with
special features to support privacy and business sensitivity requirements).
A prioritization process is needed to determine what should be
integrated based on the needs of the customer.
This plan provides a high-level framework and direction for Hanford
Site information management. Background information describing
the process used to develop this plan is in Appendix C.
As with most strategic plans, this plan should be revisited at
least annually to assess progress in implementing the plan and
align the plan to reflect the Site's strategic directions and
current information management state. The mission and the vision
are quite broad and describe the future state that this plan is
attempting to achieve. The goals, which evolved from the mission
and vision, are also quite broad. The situational analysis describes
where the Site currently is relative to information management
and outlines the obstacles the Site must overcome to reach the
plan's vision. The strategies and actions are based on a five-year
outlook. Working within the strategic framework created by this
plan, some critical activities can and should be implemented immediately.
Other activities can be phased in over the next five years.
The Hanford Site information management mission is to create
a working environment that delivers the right data and information
of known quality in a usable form and at an acceptable cost to
the people who need it, where they need it, and when they need
it. This environment will enable the data and information
to be used and managed as valuable resources, supporting technical
analyses, and enabling informed decisionmaking.
The vision for Hanford Site information management is to
demonstrate organizational and technical excellence in meeting
customer needs by: supporting information analysis and decisionmaking,
enabling data integration and comparison from multiple sources,
providing quality-assessed data and information, and developing
capabilities that allow ease of information use and access.
Achieving this vision will assist the Hanford Site in transforming
its previous culture of information restriction to a new culture
of information access where the Hanford Site becomes an internationally
recognized source of information critical to solving complex environmental
and technical problems.
The following goals were developed to accomplish the Hanford Site information management vision:
The vision of this strategic plan was compared to the current information management environment at the Hanford Site through an examination of trends, assumptions, strengths, weaknesses, opportunities, and obstacles. The resulting situational analysis identified the issues that require resolution before the vision and goals can be accomplished. The material covered in this section is a summary of the major points covered by that analysis.
Hanford Site management has a growing awareness of the impact information management has to the success of the Site missions and understands that effective and efficient information management is vital to the containment of cost, quality of work, and decisionmaking. Management is committed to working with stakeholders, including the regulators, to provide appropriate, high-quality information in a timely manner. Our technical staff are committed to providing high quality analyses of critical Site data to support decisionmaking. Staff expertise is available a for developing a Sitewide integrated information management process. Some information management processes are in place while others need to be established. Sitewide processes are needed to improve information management effectiveness and information availability.
However, the need for the high degree of information management coordination and technology required to achieve the Hanford Site missions and meet customer needs for documentation and information generally is not recognized as a high priority. The administrative and technical information environment is highly complex, with extensive efforts often required to develop, store, analyze, and access data and information. Organizational issues and short-term competing priorities complicate the effort. Today, information often is not linked to key decisionmaking, nor is the process of using data and information to make decisions well understood. While the Site has valuable historical data and is collecting new data, onsite customers cannot always find or access the information they need to perform their assigned tasks. Offsite customers find it very difficult to access Hanford Site information.
Significant costs are now incurred to manage information at the Hanford Site, but the funds are not always effectively spent because of redundant systems, cumbersome procedures, overlapping organizational responsibilities, and the lack of knowing what information is really important to Hanford Site decisionmaking. Many costs are not visible making the true cost of the Site's present handling of information very difficult to quantify. The current funding approach is fragmented and hinders coordination of Sitewide efforts to integrate and develop cost-effective information infrastructure. Many existing information management systems were not designed with outside workgroups or multiorganizational uses in mind, are not easily accessible, are not scalable, and do not conform to new Site data standards. There is no process in place for setting Sitewide information management priorities. Redundancies, incongruities, and gaps among the databases and applications that support the Site missions are common. Although there is a trend toward increased sharing and integration of data, ownership and security issues still account for some resistance to an open information management culture. The existing Hanford Site information network has improved the ability to communicate and share data, but it has significant limitations that are barriers to effective data accessibility.
ISSUES
The issues above identified in the situational analysis led to the identification of specific areas for improvement:
The six strategies outline general actions that address the issues and provide the vehicle for change to accomplish the information management mission. The strategies are consistent with other planning documents as described in Appendix D. They include actions that enable strategies described in the Hanford Strategic Plan. They bridge the gap between the current environment and the future as stated in the vision. The strategies lead the Site to an environment that observes the principles stated in the "Hanford Site Data and Information Policy" (Appendix A).
The relationship between the strategies is shown in Figure 2. The first two management strategies deal with leadership and management control. They must be achieved to enable the remaining strategies to be carried out effectively. They provide direction and focus for the operational activities of data collection, access, and processing described in Strategies 3 through 5. The information architecture in Strategy 6 provides the framework to implement the operational activities. The success criteria will be used to evaluate progress for each strategy when the plan is reviewed (at least annually). Implementation plans will be written to translate the high-level direction provided in these six strategies into detailed actions. The matrix, following the strategies, maps the issues to the resolving strategies.
| Strategy 1: Structure and maintain a Sitewide management and control process for information management. |
Strategy Statement: Strong,
involved, supportive management is essential to achieve Sitewide integrated
information management as well as to achieve maximum return on present and
future investments of funding and resources. The intent of this strategy is to
enable and maintain effective day-to-day operations, guidance, and compliance
for information management. This strategy focuses on establishing a management
structure and information management practices (e.g., policies, standards,
processes, procedures, guidelines), and includes the following:
|
Success Criteria:
|
| Strategy 2: Sustain Sitewide leadership to ensure effective information management. |
Strategy Statement: Leadership is
required across the Hanford Site to enable transformation to effective,
integrated information management through a closer partnership between
managers, planners, information providers, information management developers,
and customers. This leadership will come from the Site CIO function, but must
be based on teaming and communication, and must encompass all programs and
functions. This strategy includes the following:
|
Success Criteria:
|
| Strategy 3: Enhance and refine the data collection process. |
Strategy Statement: Effective data
collection processes are essential to ensure that the data are traceable,
reliable, accessible, and of appropriate quality for the purpose for which
they are generated. Applicable metadata (i.e., data about the data) must be
collected with and accompany the data to meet customer requirements, and to
ensure the data are adaptable to potential future uses. Cost-effective
processes need to be implemented to ensure that data are collected only once
and stored and managed as needed to provide for current and future use. The
strategy to accomplish this includes the following:
|
Success Criteria:
|
| Strategy 4: Develop an information access and delivery mechanism. |
Strategy Statement: Information
required by both internal and external customers must be easily and quickly
accessible from computer workstations. Huge amounts of data and information
currently exist in many forms at the Hanford Site. Standard, integrated
processes for the management, retrieval, navigation, and timely delivery of
data and information must be provided. This strategy includes the following:
|
Success Criteria:
|
| Strategy 5: Establish information analysis processes that support customer needs. |
Strategy Statement: Use effective
information management and information-based analysis processes to support
historical and current studies and to provide a baseline of facts for
decisionmaking at the Hanford Site. This strategy includes the following:
|
Success Criteria:
|
| Strategy 6: Develop an effective and efficient Hanford Site information architecture. |
Strategy Statement: The Hanford
Site's information technology designers and implementers require an open and
flexible framework, or information architecture, for the development,
integration, and upgrading of the Site's information management capabilities.
This framework includes the following:
|
Success Criteria:
|
| ISSUES | STRATEGIES | Strategy 1 Management | Strategy 2 Leadership | Strategy 3 Data Collection | Strategy 4 Access/Delivery | Strategy 5 Processes | Strategy 6 Architecture |
| Business Perspective: | |||||||
| Recognition of data and information as a Site resource is limited | Ö | Ö | |||||
| Integration of information management into business process is needed | Ö | ||||||
| Sitewide leadership, policies, standards, defined responsibilities, and funding support is needed | Ö | ||||||
| Increased communication and teamwork is needed | Ö | Ö | |||||
| Customer Focus: | |||||||
| Customer needs are not clearly defined or prioritized | Ö | ||||||
| Information management priorities for infrastructure and system improvements are not driven by user needs | Ö | ||||||
| Increased data access and sharing is needed | Ö | Ö | |||||
| Integrated Information Architecture: | |||||||
| The Hanford Site information architecture is not adequately defined or documented | Ö | ||||||
| Data Collection, Retrieval, Processing and Delivery: | |||||||
| Efficient and flexibel processes for information collection, retrieval, processing, and delivery are needed | Ö | ||||||
| Data Quality: | |||||||
| Data and information quality are not well defined or documented | Ö | Ö | |||||
| Technology Focus: | |||||||
| Hardware/software needs are not adequately anticipated or coordinated | Ö | ||||||
| Required technologies need to be evaluated and acquired | Ö | ||||||
| Figure 3. Issues Mapped to Strategies Matrix |
The formulation of this strategic plan is the first step taken to provide direction for Hanford Site information management. The following business and capability development activities are key to achieving the information management vision. These activities cross-cut the strategies contained in this strategic plan and require the cooperation of all Site organizations. Implementation of these activities is essential to overcome the obstacles and to transform of the Hanford Site's information management culture.
· Develop Data Management Plans (DMP): Data Managements Plans encompassing the Site's key programs and functions will be developed. A data management plan template has been produced as a guideline for developing these plans. The template and additional guidance will facilitate congruency between the documents created by the various programs and functions. This congruency is essential to identify inconsistencies across the programs and functions.
Each DMP will address the detailed questions of resources and timing within its scope. Together the DMPs will support the Site's data and information management needs and identify the current and required information for each program or function including: the subject areas, databases, system interfaces, data sources, dissemination, responsibility, location(s), etc. They will address in more detail the activities needed to achieve this plan's strategies and provide tactics for accomplishing its information management goals. Analysis of the DMPs can identify specific program problems that can be corrected easily to offer early results while other problem areas may require long-term actions. Organizations and contractors responsible for the information planning activities for each DMP have been identified. Each DMP will be a chapter in an Integrated Implementation Plan. The development process links the integrated plan and individual DMPs to the fiscal year work plans and the multiyear program plans.
· Provide Leadership: The establishment of a Site CIO function is essential as the authority and focal point for coordination of information and information management resources across the Hanford Site. The coordination of Sitewide information management should include business process organizational and data modeling, which would build on the Systems Engineering process. A responsible organization and business advocate for information management is also needed within each key Hanford Site program and function. The CIO will be responsible for coordinating and prioritizing the Site's short- and long-term information management business investments with the program offices and supporting a balanced approach to meeting Sitewide implementation and infrastructure development needs, including major system acquisition activities. The CIO function will provide a focal point for communicating and sustaining the urgency needed for the capture of and access to new and historical data critical to performing the Site's missions.
A key aspect of this U.S. Department of Energy, Richland Operations Office (RL) and contractor leadership approach is the development and use of a multiprogram staff team supporting the full range of the information management life cycle, including strategic planning, technology acquisition, architecture and systems development, operations, and training. These leaders will work with the Site programs and contractors to stress delivering products and required capabilities.
RL is currently developing a Strategic Transition Initiatives (STI) Implementation Plan. This plan will identify certain initiatives which involve multiple contractors or site-wide functions. Selected initiatives will use a common approach for planning, understanding, redesigning and implementation. Each initiative will be led full-time by a DOE-RL manager, supported as needed by Hanford Site Contractors and outside consultants. The Information Management Transition Initiative, working with Site Information and Program Managers, will develop and implement a Sitewide information management process based on the Strategic Plan for Hanford Site Information Management.
· Sustain Teamwork: Technical and organizational working partnerships between managers, planners, information providers, information system developers, and customers are required across all Site programs. Currently, Hanford Site information management activities are narrowly defined to the individual needs of separate programs and are too seldom viewed in relationship to each other.
In addition to Hanford Site customers, many external customers exist including members of the regulatory community, the public, tribal governments, and key interest groups. They are important parts of the customer base and must be included in the information management process.
Coupled with this plan's strategies, these activities are key
to overcoming the obstacles and establishing a new Hanford Site
information management culture. The involvement of managers and
customers across all Site programs is essential to successful
implementation of this plan. The Information Management Transition
Initiative team, under the direction of the RL Strategic Transition
Initiatives Division, will be responsible for developing the information
management business process to enable implementation of the strategies
in this plan. The Information and Communications management Team,
under the direction of the RL Site Infrastructure Division, will
be responsible for the development and integration of the program
and functional data management plans.
DOE, 1994, DOE Strategic Plan, DOE/S-0108, U.S. Department of Energy, Washington, D.C.
DOE/RL, 1994, Strategic Plan for Hanford Site Environmental Restoration Information Management, DOE/RL-94-39, U.S. Department of Energy, Richland Operations Office, Richland, Washington.
DOE/RL, 1994, Tri-Party Agreement Strategic Data Management Plan , DOE/RL-94-111, U.S. Department of Energy, Richland Operations Office, Richland, Washington.
Ecology, EPA, and DOE, 1994, Hanford Federal Facility Agreement
and Consent Order, as amended, Washington State Department
of Ecology, U.S. Environmental Protection Agency, and U.S. Department
of Energy, Olympia, Washington.
APPENDIX A
The Hanford Site recognizes and manages data and information as one of the most important resources in support of its missions and customers. The Site creates an environment that guarantees the right information to the right people, in the right place, at the right time, in the right form, and at the right cost. As good stewards of data and information, the Site information managers adhere to the following policy:
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APPENDIX B
The purpose of this appendix is to provide a high-level overview of what is meant by "information architecture." The information architecture is a conceptual framework for information systems implementation and its associated, underlying computer-based infrastructure. The focus of the architecture is to provide the framework for systems integration so customers have the ability to access data anywhere and to run critical applications when and where needed. The architecture will function like a librarian who knows where the resources reside and how to retrieve them.
The architecture facilitates the integration of computer systems that are heterogeneous and distributed. The architecture is not a single computer system, but a set of computer systems that perform different functions and are physically distributed across the Site and off-site. The computer systems are tied together through networks.
There are five major components of the information architecture: process, data, technology, applications, and organization. These components together form a representation of the "enterprise" (or business) to which the information architecture is related.
When these various components are analyzed together so that the
whole enterprise can be understood.
APPENDIX D
The illustration of the planning document hierarchy (Figure 4) shows the relationship of this plan to some other planning efforts underway at the Site and the U.S. Department of Energy (DOE) complex.
The top level document is the DOE Strategic Plan, released April 1994 (DOE 1994). This plan realigns and integrates the department's unique scientific and technological assets to achieve the vision of moving away from the cold war economy; investing in people and technology to strengthen the economy and protect the environment; and reinventing a government that is efficient, serves the American people, and provides more services with fewer resources.
The Environmental Management (EM) Strategies and Goals aligns with the vision of the DOE Strategic Plan to achieve the vision of DOE EM, serving as a model for public management of environmental protection activities driven by a combination of customer expectations, and technical and scientific capabilities. Other documents addressing specific programmatic areas are anticipated to serve a similar vision applicable to their function.
The Hanford Strategic Plan (HSP) addresses all Hanford Site activities and the commitment by DOE, while completing the mission of environmental cleanup and meeting global needs, to partner in the economic diversification of the region. The HSP is being aligned with the DOE Strategic Plan. In its current draft form, the HSP cites the following, all of which have information management components: the need for timely, quality information; improving the decisionmaking process; providing a more open and accessible communication system that promptly responds to public information requests and reaches out to the public and media to share information; and improving the quality of risk assessment information to understand the real hazards faced by workers, the public and the environment.
The Strategic Plan for Hanford Site Information Management focuses on information management activities and works to achieve alignment, where possible, with other documents of the hierarchy. The Strategic Plan for Hanford Site Environmental Restoration Information Management (DOE/RL 1994) shares many similarities with the Strategic Plan for Hanford Site Information Management, but addresses the specific needs of the ER program. The Tri Party Agreement Strategic Data Management Plan addresses the specific needs of the regulator community and Hanford Site programs involved in the Site cleanup mission.
The DOE Information Management Strategic Plan, released July 1994, describes the Department's information management strategy and identifies implementing activities to accomplish the Department's information management goals.
The Data Management Plans, described in further detail in the Implementing Activities section of this plan, will address the detailed questions of current and needed information and processes for each program or function at the Hanford Site. Tactical information from the WHC Strategic Information Plan will be incorporated into the Data Management Plans. These plans will be available in March 1995.
The Information Management Operation Planning and Budgeting block in the hierarchy indicates that the Hanford Site will utilize the goals and objectives described in strategic plans to prepare multiyear program plans, operational plans, and budgets within each program office.