1

Il Project Manager in azienda:

l’esempio IBM

Edoardo Grimaldi

Senior Project Manager

IBM Italia

Lecce, Febbraio 2014

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Project Management Professional: roles and responsibilities

Project Management professionals perform an array of project related activities,

including:

• Initiating and planning

• Developing and managing cost structures

• Tracking and reporting deliverables

• Managing scope, risk, issues, and change

• Managing contracts

• Applying project management processes and tools

• Managing customer expectations and satisfaction

• ….. significant knowledge and skills in communication, negotiation, problem

solving, and leadership

3

Industry Insights:

Major Trends

+

=

3 Major Business Drivers forcing organizations toward greater excellence in project, program and portfolio management

Slow Economic Growth

+

Shifting Global Market Priorities

Push for Innovation

4

Industry Insights:

Importance of PM Basics

Source: PMI 2011 Pulse of the Profession Survey

According to PMI’s 2013 Pulse of the Profession report, an average of 62%

of projects successfully met their original goals and business intent in 2012

(down from 64% in 2011).

Project Dollars at Risk

US$25M US$1M

US$108,000

US$135,000

US$90,000

70%

62% (Study Average)

75%

US$2,700,000

US$3,375,000

US$2,250,000

US$5,400,000

US$6,750,000

US$4,500,000 % of Projects

Meeting Original

Goals And Business

Intent

Project Size

US$50M

By optimizing strengths and improving on weaknesses in Core Project

Management Practices, an organization puts fewer dollars at risk on each project.

5

Project management was identified as key to

reliably delivering business commitments

Lack of project management discipline was

identified as a major factor in failure ...

... contributed to by the entire organization

IBM recognized its internal challenge...

IBM PM Program:

The Justification

6

The Business Charter: Raise PM to a Core Competence

… and developed an enterprise approach to PM

The Change Agent: PM Center of Excellence

One Consistent PM Approach

Qualified PMs on Significant Projects

Strong Project Performance Measurements

Accountable PMs and Executives

A vibrant PM Community of Practice

The End Result: A Project Based Enterprise

IBM PM Program:

The Charter

7 7

Employee Assessment Tools:

PMSA to determine the education

path and CRT to identify the gaps

against a capability level

PM Education through the PM

University: more than 100 courses

in all delivery formats in the PMI

awarded curriculum. Education, by

business unit, capability level, skill,

business unit, specialty and region.

PM Skill Acceleration Programs:

to help management-

endorsed/confirmed employees to

grow their PM skills through

dedicated programs

PM Mentoring Support: preferred Giveback

activity for Certified PMs. Ways to identify

and engage PM mentors, check-lists and

support

PM Profession Leaders &

Capability Advisors: to assist PM

Practitioners by region and Business

Unit

Community Programs: as part of

PMKN, intellectual capital and

successful eSharenets. Giveback

activities to support the profession.

Superior projects recognized with Project

of the Year

Pre-sales collateral: support materials

and client services

Global Initiatives

Career Grow & Validation:

Process, Requirements and

Reviewers to assess candidates

Methods and Tools, and Maturity:

IPWC deployment guidance, RPM

migration advice, WWPMM and

WWPgMM methods definition and

support. PMPMG2 embedded in GS

Risk

T-Shape / PM Eminence:

Building the experience and skills to drive IBM

delivery capabilities

Project Management

Center of Excellence

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Tiers of qualification to provide a logical

career path for PM professionals through

IBM Career Framework

A formal process for validating demonstrated

capabilities and existing certification programs

Common education and experience

requirements with provision for

specialization

Knowledge test to verify retained learning

Verification of technical experience

Professional PM experience

Evidence of dedication to the profession

Periodic revalidation

Qualification.

A yardstick must be

available to measure

capability for staffing.

Key Initiatives:

Career Growth and Validation

We validate PM experience through a common global

process

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9

IBM Career paths

•Architect

•Consultant

•Enterprise Operations

•Finance

•General Executive Management

•Hardware Development & Support

•Human Resources

•IT Specialist

•Manufacturing

•Marketing and Communications

•Product Services

•Project Management

•Research

•Sales

•Services Solutions Management

•Software Development and Support

•Supply Chain

•Technical Services

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La Professione del PM in IBM

5 livelli di carriera/qualifica:

Entry PM

Associate PM

Advisory PM

Senior PM

Executive PM

Level Definition

Entry Prioritizes tasks with appropriate guidance. Works to develop expertise in the capability. Supervision is

provided as needed, and progress is regularly checked.

Associate Normally works independently, takes the initiative, follows the work plan, checks progress against objectives,

and reports any deviations. Seeks guidance on key issues as appropriate, and continues to develop expertise

in the capability.

Advisory

Works independently but keeps leadership promptly apprised of work status, raising issues of risk to the

appropriate level and at the appropriate time. Works effectively and efficiently with minimal oversight. Seeks

guidance on key issues as appropriate. Has a solid level of expertise in the capability.

Senior Is recognized as an authority in the capability, independently handling unique situations and assisting others.

Mentors and helps develop less experienced employees in the capability.

Executive Is recognized as a subject matter expert within IBM, and perhaps outside IBM, in a particular area. Often

handles the most challenging situations. Takes responsibility for moving the business in a specific direction.

Stays up to date on external developments in the area of expertise and on the ways that IBM can address

these developments or use them to best advantage.

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Project Management Roadmap

Accreditation

Certification

Years

Associate PM

Professional

(Foundation)

Advisory PM

Professional

(Experienced)

Senior PM Certified

Professional

(Expert)

Executive PM

Certified

Professional

(Thought Leader)

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Project Management: Percorsi di Carriera

Associate PM

Advisory PM

Certified PM

Sr. Certified PM

Accre

dita

tio

n

Cert

ific

ation

New to position

Years

Years

Team Leader, Project Assistant, Hardware/

Software Assistant Mgr, Tech Resolution manager

Project Manager, Hardware/ Software Project Manager,

Transition Manager, Tech Resolution Manager

Delivery Project Exec, Business Area Manager,

Program Manager, Hardware/Software Project Manager,

Transition Manager, Sr. Delivery Program Manager, Deputy

Delivery Project Exec

Project Executive, Program/Portfolio Manager,

Hardware/Software Program Manager, Delivery

Project Exec, Exec Delivery Program Manager,

Sr. Transition Manager, Program Manager

Director, Sr. Project Exec, Portfolio Manager,

Exec Transition Manager

Vice President

General Manager

Validation

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3 years - can overlap project, technical industry & business experienceNot requiredNot requiredNot requiredSpecialty Experience

Complete Basic OR Equivalent PM

Curriculum (20 hours should be in the last

3 years) + 16 hours specialty education +

24 hrs Program Management Education

1 instance

Manage minimum of 2

projects (5 FTEs for 6

consecutive months) OR 1

aggregate with 5 FTEs over

12 months and 1 standard

project (5 FTEs for 6

consecutive months)

Not required

PMO, PMF, WWPMM,

Contracting/Finance

OR Complete PMSA +

WWPMM + courses for

identified deficiencies

Not required

At least Three Phases

2 years

3 years

Basic PM Skills: Advisory

Advisory PM / Experienced

2 instances

Manage minimum of 3 projects

((2) 5 & (1) 10 FTEs for 6

months; at least 1 project in

specialty, as IBMer, & last 4

years). One could be an

aggregate of 5 FTEs over 12

months

Pass OR complete education alternative (where applicable)

Complete Basic OR

Equivalent PM Curriculum

(20 hours should be in the

last 3 years) + 16 hours

specialty education

5 of 10 complexity factors

spanning career

All Phases - must have

participanted in a

Concept/Proposal phase

2 years

4 years

Basic PM Skills: Senior

& One Specialty

Senior PM / Expert

Not required

Participate in at least

two project(s) – as

project manager or

team leader (3 FTEs

for 6 consecutive

months OR 3 FTEs for

12 non-consecutive

months)

Not required

PMO, PM

Fundamentals (PMF)

and Understanding

WWPMM

Not required

At least Two Phases

1 year

2 years

Basic PM: Associate

Associate PM /

Foundation

2 instancesNot requiredGiveback Instances

Manage minimum of 4 projects

((2) 5, (1) 10 & (1) 20 FTEs for 6

months; 1 project as IBMer & last 3

years) At least 2 projects in

specialty

Participate in at

least 1 project

as team leader

for 6 months or

team member

for 12 months

Project Profiles (number of

profiles as PM)

Not requiredKnowledge - PMP Exam

Project

Manage-ment

Orientation

(PMO)

Education

8 of 10 complexity factors spanning career

and Program Management evidences. At

least 1 complex project OR additional

program management evidences

Not requiredExperience: Complexity

All Project Phases - must have led a

Concept/Proposal or Solution Design

Phase

Not requiredExperience: Project Phases

2 yearsNot requiredTechnical/Industry/Business

Experience (no overlap with PM)

6 yearsNot requiredProject Management Experience

Basic PM Skills: Executive

& One SpecialtyNot required

Basic Project Management &

Specialty Skills

Executive PM / Thought LeaderEntryCategory

3 years - can overlap project, technical industry & business experienceNot requiredNot requiredNot requiredSpecialty Experience

Complete Basic OR Equivalent PM

Curriculum (20 hours should be in the last

3 years) + 16 hours specialty education +

24 hrs Program Management Education

1 instance

Manage minimum of 2

projects (5 FTEs for 6

consecutive months) OR 1

aggregate with 5 FTEs over

12 months and 1 standard

project (5 FTEs for 6

consecutive months)

Not required

PMO, PMF, WWPMM,

Contracting/Finance

OR Complete PMSA +

WWPMM + courses for

identified deficiencies

Not required

At least Three Phases

2 years

3 years

Basic PM Skills: Advisory

Advisory PM / Experienced

2 instances

Manage minimum of 3 projects

((2) 5 & (1) 10 FTEs for 6

months; at least 1 project in

specialty, as IBMer, & last 4

years). One could be an

aggregate of 5 FTEs over 12

months

Pass OR complete education alternative (where applicable)

Complete Basic OR

Equivalent PM Curriculum

(20 hours should be in the

last 3 years) + 16 hours

specialty education

5 of 10 complexity factors

spanning career

All Phases - must have

participanted in a

Concept/Proposal phase

2 years

4 years

Basic PM Skills: Senior

& One Specialty

Senior PM / Expert

Not required

Participate in at least

two project(s) – as

project manager or

team leader (3 FTEs

for 6 consecutive

months OR 3 FTEs for

12 non-consecutive

months)

Not required

PMO, PM

Fundamentals (PMF)

and Understanding

WWPMM

Not required

At least Two Phases

1 year

2 years

Basic PM: Associate

Associate PM /

Foundation

2 instancesNot requiredGiveback Instances

Manage minimum of 4 projects

((2) 5, (1) 10 & (1) 20 FTEs for 6

months; 1 project as IBMer & last 3

years) At least 2 projects in

specialty

Participate in at

least 1 project

as team leader

for 6 months or

team member

for 12 months

Project Profiles (number of

profiles as PM)

Not requiredKnowledge - PMP Exam

Project

Manage-ment

Orientation

(PMO)

Education

8 of 10 complexity factors spanning career

and Program Management evidences. At

least 1 complex project OR additional

program management evidences

Not requiredExperience: Complexity

All Project Phases - must have led a

Concept/Proposal or Solution Design

Phase

Not requiredExperience: Project Phases

2 yearsNot requiredTechnical/Industry/Business

Experience (no overlap with PM)

6 yearsNot requiredProject Management Experience

Basic PM Skills: Executive

& One SpecialtyNot required

Basic Project Management &

Specialty Skills

Executive PM / Thought LeaderEntryCategory

MP&P Validation Requirements from April 2013

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• Project Management Experience – Associate - 2 anni

– Advisory - 3 anni

• Technical/Business/Industry/Experience – Associate – 1 anno

– Advisory - 2 anni

• Education / Knowledge – Associate PM

• Path di corsi a livello Foundation

– Advisory PM • Path di corsi a livello xperienced

• Familiarizzazione con il PMBoK

• Esperienze su progetti – Associate

• Team Leader su 2 progetti di durata minima 6 mesi con 3 FTEs

– Advisory • Gestione come PM di 2 progetti di durata minima 6 mesi con 5 FTEs

Accreditation: Requirements

Sottomissione e valutazione di un package

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Certification: Requirements

• Project Management Experience – Senior PM – 4 anni

– Executive PM - 6 anni (2 anni su progetti complessi)

• Technical/Business/Industry/Experience – Senior PM – 2 anni

– Executive PM - 2 anni

• Education / Knowledge – Senior PM / Executive PM

• Path di corsi a livello IBM PM Basic Education

• Corsi/workshop specialistici sul PM

• Esame PMP del PMI (*)

• Esperienze su progetti – Senior PM

• Gestione come PM di 3 progetti di durata minima 6 mesi con 5/10 FTEs

– Advisory • Gestione come PM di 4 progetti di durata minima 6 mesi con 5/10/20 FTEs

• Gestione di almeno 2 progetti complessi

• Giveback activitiies

– 2 attività di tipo: Mentorship, Risk Assessment, etc.

Sottomissione e valutazione di un package Colloquio/intervista con PM board

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Basic PM Skills

RELATIONSHIP AND LEADERSHIP

Perform Effective Negotiations

Apply Communication Skills

Use Problem Solving Techniques

Apply Organizational Change Techniques

Manage Stakeholder Relationships

Lead Teams

.................

BUSINESS

• Analyze Customer Business Environment

• Perform Strategic Planning

• Perform Business Development

• Develop Agreements, Proposals & Contracts

• Apply Business Control Requirements

• Perform Program Management.

•................

DEVELOP & MANAGE PROJECT PHASES • Develop Project Management System

• Execute Project Management System

• Manage Project Finances

• Manage Project Risks

• Manage Project Change

• Manage Project Quality

• Manage Project Resources

• Perform Project Closing Activities

•............

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Specialties define additional knowledge, skills, and experience that are

required in different areas of IBM’s business.

• Systems Integration: SI-External (SI-E)

• System Integration: SI-Internal (SI-I)

• Managed Operations

• IT Infrastructure

• Quality Assurance and Risk Management

• Transition and Transformation

• Software Development

• Hardware Development

• Service Delivery Management / Delivery Project Executive

Managing Projects and Programs (MP&P) Specialty Skills

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The Project Management Board

• three Board members assigned as interviewers

• consensus meeting – quarterly PM Certification Board

• Board members vote to determine the outcome: approved or denied

• If denied, the Board provides specific recommendations to

candidate and manager to address the issues before re-applying for

validation.

• results of the Board is made public by BB and audit trail

IBM Internal Certification – Validation package (Expert and Thought Leader)

Execute capability milestone plan Finalize documentation and verify

completeness

Validate and document fulfilment

of milestone requirements

Submit documentation for

approval

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Item / MP&P

Level

Entry Associate PM

Foundation

Advisory PM /

Experienced

Senior PM /

Expert

Executive PM /

Thought

Leader

Basic

Education

PM Orientation

(PM54G) for PMs

or

PM Principles

(PM99G) for non-

PMs

PM Orientation

(PM54G)

and

PM Fundamentals

(PM10G) and

Understanding

WWPMM (PM36G)

PM Fundamentals

(PM10G)

and Understanding

WWPMM (PM36G) and

Contracting/Finance

or

WWPMM and Courses

for identified deficiencies

from PMSA

Complete

Basic

or

Equivalent

PM

Curriculum

Complete Basic

or

Equivalent PM

Curriculum

and

24 Hours of

Program

Management

Education

Specialty

Education

Not required 16 hrs/specialty

Currency

Education

Not required Not required if basic/equivalent

education was completed in the

last 3 years before package

submission. If the basic or

equivalent education was

(partly) taken before these 3

years, then the candidate must

take at least 20 relevant

education hours within these last

3 years.

Education requirements for MP&P Validation

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Certified PM (Senior PM/Expert and Executive PM/Thought Leader) are required to

revalidate their certification status every three years.

Failure to revalidate in the three-year period will result in withdrawal of a candidate’s

certification status.

Submit revalidation package three years after the initial certification or previous

revalidation.

Revalidation requirements for Senior PM/Expert and Executive PM/Thought Leader

Professional currency Active involvement in the project management profession throughout the

three-year revalidation cycle

Continuing education A total of 60 hours during the three-year revalidation cycle

A total of 20 hours of the 60 hours must come from the Advanced

or Program Management Curriculum

Professional contributions A total of 120 hours during the three-year revalidation cycle

(giveback/mentoring)

IBM Internal Certification – Revalidation package

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IBM Project Management by the Numbers

IBM Project Management Practitioners

Over 18,000 IBMers have received the PMI PMP Certification

Over 4,300 PM Practitioners are IBM Certified

3,023 PM Experts and 1,326 PM Thought Leaders

IBM Project Management Knowledge Network

43,000+ PMKN Connections Community members

IBM’s 26,500+ Project Managers

have over 100,000 years of

experience*

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GBS 102

51

17

34Certified PM – Senior –

Expert

Exec PM – Thought

Leader

Others

PM Professionals’ in IBM Italia

PM Professionals' in IBM 334

130

37

167

Certified PM –

Senior – Expert

Exec PM – Thought

Leader

Others

(from CF: June 2013)

PM Professionals' in IBM 334

102

134

46

32 20

GBS

GTS/SO/ITS

SWG

S&D

Other

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We use a common project management method for all

IBM business worldwide

Defines how to shape,

manage, and execute.

Integrated into the business

Adapted to different technical

methods for different types of

work

Portable and predictable

Expands on PMI’s PM Body of

Knowledge (PMBOK)

IBM’s Worldwide Project Management Method (WWPMM)

Key Initiatives:

PM Method

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In 1997, IBM established a partnership with the Project Management

Institute® (PMI).

PMI is a worldwide professional association for Project Management.

The partnership provides a link for IBM to the project management

community at large level.

With the PMI membership IBM is in position to participate in a community to

exchange experiences, skills, competencies and strategy views for current and

future Project Management profession place outside IBM.

IBM fa parte del GLOBAL Executive Council del PMI

The Project Management Institute (PMI) and IBM

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Traditional PM skills are needed to form our technical expertise

Additional competencies are required to meet new business demands

driven by project complexity, social technology, and client requirements for

agility.

The new IBM Project Manager will bring additional value to IBM and to our

clients with competency in:

LEADERSHIP

STRATEGIC / MANAGEMENT

The IBM Project Manager:

Preparing for the Future

Strategic /

Management

Personal Challenge: Embrace these and build personal eminence

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RESULTS

© Lorian Lipton 2013

FOUNDATIONS

Experience

Capabilities Skills

The IBM Project Manager:

Putting Eminence in Context

REPUTATION

Eminence

ACTIONS

Communication Collaboration Contribution X X Thought Leadership =

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PMP Handbook http://www.pmi.org/Certification/~/media/PDF/Certifications/pdc_pmphandbook.ashx

Project Management Center of Excellence (PM/COE) http://w3-03.ibm.com/transform/project/home_0301.html

Project Management Institute (PMI) www.pmi.org

A Guide to the Project Management Body of Knowledge (PMBOK® Guide)

PM Italy Site https://w3-connections.ibm.com/wikis/home?lang=en_US#!/wiki/pmitaly

References

28 03/03/2014 28 Project Management Institute Southern Italy Chapter © Copyright

Grazie Edoardo Grimaldi

edo_grim@it.ibm.com