webinar itm platform: agile deployment of project portfolio management (ppm)
TRANSCRIPT
Agile Deployment of Project Portfolio Management (PPM)
Martin GloverPrincipal Consulting [email protected]
Isidora RoskicWebinar Coordinator– ITM Platform
Why are we offering this webinar?
Implementation at 300+ organizations: success stories and failures
Because we want you to be successful. ITM Platform stands out by offering:
A system that facilitates uptake
It can be used from day one
It requires no consultants
All the benefits of PPM
An affordable price for any organization
The key lies in change management
The tool is necessary, not sufficient
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PPM Deployment as an Agile Project Deployment as an Agile Project
General Level of maturity
Average
High
Ask for your deployment Kanban template
Template
Design of the Organization
❶
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Decide what is standardized and centralized
General
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Level of maturity
Approval criteria Supplier rates / Standard costs Document formats
Terminology Oversight criteria Resource management Reports
ITM
Pla
tform
tem
plat
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First the “what” and then the “how”
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Agile, Predictive (Gantt)... or both?
General
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Level of maturity
The agile method tackles uncertainty very well The predictive method tackles certainty very well They should both be used and measured equally Their have very different dynamics, requiring project
managers who know how to adapt They can - and often should - coexist within the same
portfolio
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Skills of the Project Manager 1
Average level
Level of maturity
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Progress oversight Economic oversight Procurement / revenue Risks Project communication Resource allocation
ITM
Pla
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plat
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Is a Project Management Office (PMO) necessary?
1
High level
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Level of maturity
Level of maturity Level of chaos Organizational complexity Nature of the business Project independence Project leaders Strategic alignment
A PMO allows levels of coordination to be reached that cannot easily be reached with an ordinary organizational structure.
A PMO provides strategic focus.
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Methods and Method Frameworks
1
High level
Process standardization Existing models Level of m
aturity
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Best practices or standard practices?
Change Management
❷
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Define a Sponsor
2
General Level of maturity
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Support for project-based management should come from company management.
Deployment must have a leader.
If you lack the above, don’t even try: resistance from the organization will prevent you from achieving success.
Obtain support from company management before taking any action
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Top-down approach (“pincer” effect, part 1)
2
General Compulsory Control models Report-based oversight
Risks Documents Budgets Progress...
Level of maturity
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Top-down
Bottom-up
No oversight meeting without standardized information recorded in the system
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Bottom-up approach (“pincer” effect, part 2)
2
General Evangelization Training Active listening Reality
Level of maturity
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Top-down
Bottom-up
“PPM is compulsory, but because it adds value to your work”
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Focus on a Quick Start
2
General Level of maturity
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Choose your first move wisely.
Well-trained, aligned people.
Projects conducive to good organization.
Measure results well to enable comparison.
“Ensure success for your first moves by choosing the context well”
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Share the Value
General To Management Portfolio vista
To Project Managers Plan, control, resources
To Team Members Collaboration, visibility
To Stakeholders Information
2
Level of maturity
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Everyone needs to see benefits in PPM
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Best Performers
2
Average level
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Level of maturity
Highlight those who best involve themselves
Start with those informal leaders
Foster online collaboration: the best will pull the others along
Configuration of ITM Platform
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Quick Setup
3
General Organizational units Professional categories Users Project types
Level of maturity
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
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Reporting
3
General
Level of maturity
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Public and private reports Oversight reports
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Cost Control
3
Average level
Standard costs Costs per professional category Suppliers Budget per project
Level of maturity
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
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Revenue control
3
Average level
• Clients• Revenue: fixed and hourly• Billing status
Level of maturity
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
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Communications
3
Average level
• General configuration• Default configuration• Default templates
Level of maturity
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
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Custom configuration per use 3
High level
Risks Assets
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Level of maturity
Processes Workflow
Life cycle Corporate
Average level
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Strategic alignment 3
High level
• Strategic plans and targets• Program-based alignment
ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
Level of maturity
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3 ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
+ +
❹
Step 1 first, then step 2...
Yes, but what are the steps?
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Alone or with help?
4 ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT
The QuickStart program - online or through partners - can give you everything you need in
seven days
If you get on it every day, the tool works: you will get in shape.
If you lack the time, resources or ability to convince others, you need help.
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Conclusions1. Decide and define what is centralized / standardized
2. Adopt an organizational model
3. Embark on simple processes
4. Ensure you have support from company management
5. Offer training, convince others and add value.
6. Harness ITM Platform to promote all internal issues
7. Consider whether you need help
8. And... use the Kanban template from this webinar
Questions and comments
This is a good time to register on ITM Platform:
Type www.itm.pm
Martin GloverCXO – Principal [email protected]
Isidora RoskicWebinar Coordinator– ITM Platform