Guideline on Common Financial Management Business Process 1.1 – Manage Planning And Budgeting
Long description for image: Figure 10. Conduct Project Planning and Budgeting (Subprocess 1.1.6) – Level 3 Process Flow
The figure is a process flow diagram consisting of activities, connectors, inputs and outputs, and decisions.
This diagram depicts the Level 3 process flow for Subprocess 1.1.6 – Conduct Project Planning and Budgeting, which begins with the start symbol.
The flow continues to Activity 1.1.6.1 – Identify Potential Project and then to Activity 1.1.6.2 –Validate Potential Project. A connector for Subprocess 1.1.7 – Conduct Capital Asset Life-Cycle Planning and Budgeting provides the input labelled “Potential project,” which connects to Activity 1.1.6.2 – Validate Potential Project.
The flow advances to a decision labelled “Validated?” The NO flow for the decision “Validated?” ends the Conduct Project Planning and Budgeting subprocess. The YES flow for the decision “Validated?” continues to the output labelled “Validated potential project,” which connects to a subprocess and an activity, only one of which may be chosen. When the validated potential project is planned to begin in a future year, the flow leads to a connector for Subprocess 1.1.9 – Conduct Project, Portfolio Planning and Budgeting. When the validated potential project is planned to begin in the next fiscal year, the flow continues to Activity 1.1.6.3 – Develop Business Case.
The flow continues to Activity 1.1.6.4 – Review and Approve Business Case and then to a decision labelled “Approved?” The NO flow for the decision “Approved?” ends the Conduct Project Planning and Budgeting subprocess. The YES flow for the decision “Approved?” leads to four activities that must be completed concurrently. The four activities are:
- Activity 1.1.6.5 – Develop Project Charter;
- Activity 1.1.6.6 – Develop Project Management Plan;
- Activity 1.1.6.7 – Assess Project Risks and Complexities; and
- Activity 1.1.6.8 – Identify Source of Funds.
The four activities connect to the output labelled “Draft project brief,” which flows to Activity 1.1.6.9 – Review and Approve Project Brief.
The flow advances to a decision labelled “Approved?” The NO flow for the decision “Approved?” ends the Conduct Project Planning and Budgeting subprocess. The YES flow for the decision “Approved?” continues to Activity 1.1.6.10 – Determine Whether Treasury Board Approval Is Required.
The flow advances to a decision labelled “Treasury Board approval required?” The NO flow for the decision “Treasury Board approval required?” leads to the output labelled “Approved project,” which connects to the following note: “An approved project brief is an input to Conduct Project Portfolio Planning and Budgeting (Subprocess 1.1.9). If an in-year budget allocation is required because of a project approval, the approved project brief is also an input to Review and Action Budget Reallocations (Subprocess 1.2.9) of Manage Forecasting and Budget Review (Business Process 1.2).”
The YES flow for the decision “Treasury Board approval required?” continues to Activity 1.1.6.11 – Prepare and Submit Project Treasury Board Submission and then to a decision labelled “Approved by Treasury Board?” The NO flow for “Approved by Treasury Board?” ends the Conduct Project Planning and Budgeting subprocess. The YES flow for “Approved by Treasury Board?” leads to the output labelled “Approved project,” which connects to the note: “An approved project brief is an input to Conduct Project Portfolio Planning and Budgeting (Subprocess 1.1.9). If an in-year budget allocation is required because of a project approval, the approved project brief is also an input to Review and Action Budget Reallocations (Subprocess 1.2.9) of Manage Forecasting and Budget Review (Business Process 1.2).”
Note A: An approved project brief is an input to Conduct Project Portfolio Planning and Budgeting (Subprocess 1.1.9). If an in-year budget allocation is required because of a project approval, the approved project brief is also an input to Review and Action Budget Reallocations (Subprocess 1.2.9) of Manage Forecasting and Budget Review (Business Process 1.2).