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Portugal
           OPM3 Portugal Project



           Jose Angelo Pinto, MIS, PMP, OPM3 CC
                                    Vice-President
                                    ambithus.com




              2012-07-06, Coimbra, Portugal
2
    2
Scientific Committee

Alberto Pereira          Filipa Rente Ramalho
Alexandra Tenera         Jose Angelo Pinto
Alvaro C. Ascenso        José Diogo Claro
Ana Lima                 Maria de Fátima Matias
Anabela Pereira Tereso   Maria Joaquina Barrulas
António Correia Alves    Nuno Manuel Ferreira
Aristides Preto          Paula Filipa Gomes
Carlos Cerqueira         Ricardo J. Machado
Diogo Cunha


                                               3
                                                   3
OPIAP - OPM3 Portugal International
Advisory Panel

 Alberto Pereira
 Profª Alexandra Tenera
 Gerhard Tekes, OPM3 CC
 Jose Angelo Pinto, OPM3 CC
 Larry Bull (PMI Expert on OPM3)
 Profª Maria Joaquina Barrulas
 Prof. Nigel Williams
 Prof. Ricardo J. Machado
 Larry Bull (PMI Expert on OPM3)
                                      4
                                          4
Competitiveness?


    The organizational competitiveness is a topic that has
aroused great interest among researchers of organizations.
It is a concept that allows you to compare the ability of an
organization and ability to act in a particular market or sector.
When applied to a country or a sector of activity, grouping
the factors of competitiveness individual obtains a collective.




                                                                5
                                                                    5
Competitiveness Factors?


Price
Profit Margins
Quality of design
Quality of manufacture (specifications)
Delivery at the agreed time
Time Order
Services and other aspects not related to the Product
Sales / Marketing / Name / Reputation
Technology




                                                        6
                                                            6
Productivity


It is the ability to produce more with
fewer resources satisfactorily. This
results in a lower cost that allows
lower prices or broader contexts of
intervention.



                                         7
                                             7
Competitiveness…


   Competitiveness is a contest between
    independent entities. Occurs whenever two or
    more parties strive for a goal that can not be
    shared.
   Most organizations operate in a competitive
    environment, either because there are several
    other organizations able to produce and
    deliver the good or service that is produced or
    because they compete for the same resources
    or even for the same money for consumers.
                                                  8
                                                      8
How to win the concourse?


Lower prices for consumers
Higher profit margins
Better quality of product / service
Increased efficiency and fulfilling the commitments
Best time to market
Best customer service
Using the best technology




                                                      9
                                                          9
How to win the concourse?


The right Projects:
   – The right projects at the right time (Portfolio Management)
   – Projects that develop the factors of competitiveness and
     leveraging strategy. (Program Management)
   – Those who deliver the desired results
Better managed projects:
   – Correctly initiated and evaluated
   – properly planned
   – Delivering on time, cost and objectives
Projects delivered better:
   – Properly closed and completed
   – With lessons for the future
   – Properly recorded and organized

                                                                   10
                                                                    10
Competitiveness…


                          Charter
                                        Ambito
                                         (PBS)

                                                 WBS



      WBS
            Actividades

                                    Seqquencia




                                                       11
                                                        11
Projects


Managing projects is to define what it
takes to set the results to be achieved, it
is to define how it will be done, how are
you going to do, who will do it, when it will
be done and, above all, ensure that what
is to be done and that you expect to get is
what was expected according to the initial
intended use.

                                            12
                                             12
Programs


Manage programs is to define what it
takes to initiate, plan, implement, monitor,
control and complete sets of projects and
ongoing effort that will lead to desired
results. A program is an organizational
structure that is established to coordinate
and direct a major initiative consists of
multiple related projects. In a program,
there are descriptions of objectives.
                                           13
                                            13
Portfolios


Portfolio management is the art and science of
applying a set of knowledge, skills, tools and
techniques to a set of projects in order to meet
or exceed the needs and expectations of
organizational strategy. A portfolio is a set of
projects or programs and other works that are
packaged together for easy management of all
projects in order to increase efficiency and to
link with the strategic objectives.
 The portfolio of projects or programs may be
interdependent or directly related.              14
                                                  14
OPM3®


OPM3 (Organizational Project Management Maturity
Model) is a standard that organizes the “best practices”
for the improvement and organizational development
with regard to the management of projects, produced by
PMI- Project Management Institute.
OPM3 contains hundreds of organizational best
practices, assess the current capabilities of the
organization and maps out the steps needed to improve
organizational performance.



                                                      15
                                                       15
OPM3®


Observes and develops organizational skills in portfolio
management, program management and project management.
It is a method for organizations to understand their processes and
measure capabilities when preparing to improve their internal
procedures.
Helps organizations develop a vision of the way forward to improve
performance, both in project management or portfolio management,
or management programs and, therefore, is a set of assessment
procedures that brings tremendous value to organizations.
The systematic management of projects, programs and portfolios
should be aligned with organizational strategy. The OPM3
integrates these three areas, providing a single maturity model with
enormous advantages for the ability to assess the strategic impact
that each domain implies.


                                                                 16
                                                                  16
OPM3® Elements


 Knowledge: the sharing of hundreds of
 global best practices and tested;

 Assessment: of the organization's
 current capabilities, identifying areas
 that need to be improved;

 Improvement: by using a map of the
 steps necessary to achieve the desired
 performance.
                                           17
                                            17
OPM3® Benefits


Increase the link between strategic planning and execution.
Expansion of project results, making them more
predictable, reliable, consistent and increasing the correlation
between the development of projects and organizational
success.
Identification of best practices that can support the
organizational strategy for implementing successful projects.
Identification of specific capabilities that the organization
has and which can be "best practices", thus providing a link
between strategic capabilities and deliveries.



                                                             18
                                                              18
OPM3® Life Cycle



                   1. “assessment” planning
                   2. Field Work
                   3. Evaluation
                   4. Improvement Plan
                   5. Implementation
                   6. Organizational Knowledge
                      improvement!


                                              19
                                               19
OPM3 Portugal


Comprehensive analysis of the maturity state of
Portuguese Industry
Throughout the research, the study will produce impacts on
businesses that are the subject of study, they will be built and
validated organizational improvement plans that may be
adopted by companies.
The participation of a range of partners with reputed origin
in scientific and technological system and the Portuguese
Universities is one of the factors critical to the success of this
research.



                                                               20
                                                                20
Maturity Assesment (1st phase)


Preliminary visit to the Sponsor to set the
internal plan of action
Meeting with Management
Meeting with Strategic Planning (Program
Manager)
Meeting with Portfolio Manager
Meetings with the Core Functional
Managers

                                          21
                                           21
Maturity Assesment (1st phase)


Meeting with the PMO Manager or
equivalent
Meetings with organizational enhancers
(experts and key people in the areas of
business management, marketing and
financial and other)
Meetings with project managers
Meetings with members of the teams

                                          22
                                           22
Maturity Assesment (2nd phase)


Validation of the initial findings with the
Sponsor
Data analysis and compilation in the
OPM3® Product Suite system from PMI®
Presentation of the Report




                                          23
                                           23
Maturity Assesment (2nd phase)


The maturity level of the management of
specific projects, programs and portfolios
of the organization will be presented.
Analysis and validation of the results will
provide the base for the plan to improve.
The Project of “plan for improvement” will
be presented individually with the
assistance of an OPM3 certified
consultant.
                                          24
                                           24
Organizational Benefits


OPM3®:
States and develops organizational
capabilities in portfolio management, program
management and project management
Provides a method for organizations to
understand their own status
Measures the organization's capabilities
Prepares the organization to improve its
internal procedures.

                                                25
                                                 25
Organizational Benefits


OPM3®:
Helps organizations to develop a vision of the way to
improve performance.
States the state of project management, portfolio
management and program management.
It is a set of assessment procedures that brings
tremendous value to organizations.
Evaluates if the systematic management of projects,
programs and portfolios are aligned with organizational
strategy.
It is the only maturity model that evaluates the impacts of
the strategic areas of project, program and portfolio entails.

                                                                 26
                                                                  26
Organizational Benefits


O OPM3® Portugal:
It was designed by PMI® to provide a wide range of
benefits to organizations, to the top senior management
and to all those involved in project activities.
Increases the connection between strategic planning
and execution, extending the results of projects, making
them more predictable, reliable, consistent and
increasing the correlation between development projects
and organizational success.



                                                      27
                                                       27
Organizational Benefits


O OPM3® Portugal:
Identifies the best practices of the organization that
can support organizational strategy to implement
projects successfully
Identifies the specific capabilities that the organization
has and which can be "best practices"
Gives a result of high level consulting, which is only
available within the rules of the PMI® in about 60
organizations worldwide
No cost to the organization, only time investment of
resources

                                                         28
                                                          28
Organizational Benefits


OPM3® Portugal:
Access to research results, and thus benchmarking
can be done with the overall results.
Compare the national and international best practices




                                                    29
                                                     29
Colective Benefits


OPM3® Portugal:
International best practices will be contrasted with
national practices, seeking to synthesize and organize
the best practices for organizations of Project
Management, Program and Portfolio.

Several workshops will be conducted to disseminate
interim results - especially sectorial - for companies that
want to participate in the study or the overall market may
have information on the overall development of the
study.

                                                         30
                                                          30
Partners

PM4S / Ambithus, Project Lider
Associação CCG/ZGDV - Centro de Computação Gráfica
 (Universidade do Minho)
Faculdade de Ciências e Tecnologia da Universidade Nova
 de Lisboa.
INESC INOVAÇÃO - Instituto de Novas Tecnologias
INESC PORTO - Instituto de Engenharia de Sistemas e
 Computadores do Porto
IPN - Instituto Pedro Nunes - Associação para a Inovação e
 Desenvolvimento em Ciência e Tecnologia
Project Management Institute (PMI)
PMI Organizational Project Management Comunity of Practice
PMI – Portugal Chapter


                                                        31
                                                         31
32
 32

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6 joseangelo-2confcmmiportugal-v3

  • 1. Portugal OPM3 Portugal Project Jose Angelo Pinto, MIS, PMP, OPM3 CC Vice-President ambithus.com 2012-07-06, Coimbra, Portugal
  • 2. 2 2
  • 3. Scientific Committee Alberto Pereira Filipa Rente Ramalho Alexandra Tenera Jose Angelo Pinto Alvaro C. Ascenso José Diogo Claro Ana Lima Maria de Fátima Matias Anabela Pereira Tereso Maria Joaquina Barrulas António Correia Alves Nuno Manuel Ferreira Aristides Preto Paula Filipa Gomes Carlos Cerqueira Ricardo J. Machado Diogo Cunha 3 3
  • 4. OPIAP - OPM3 Portugal International Advisory Panel Alberto Pereira Profª Alexandra Tenera Gerhard Tekes, OPM3 CC Jose Angelo Pinto, OPM3 CC Larry Bull (PMI Expert on OPM3) Profª Maria Joaquina Barrulas Prof. Nigel Williams Prof. Ricardo J. Machado Larry Bull (PMI Expert on OPM3) 4 4
  • 5. Competitiveness? The organizational competitiveness is a topic that has aroused great interest among researchers of organizations. It is a concept that allows you to compare the ability of an organization and ability to act in a particular market or sector. When applied to a country or a sector of activity, grouping the factors of competitiveness individual obtains a collective. 5 5
  • 6. Competitiveness Factors? Price Profit Margins Quality of design Quality of manufacture (specifications) Delivery at the agreed time Time Order Services and other aspects not related to the Product Sales / Marketing / Name / Reputation Technology 6 6
  • 7. Productivity It is the ability to produce more with fewer resources satisfactorily. This results in a lower cost that allows lower prices or broader contexts of intervention. 7 7
  • 8. Competitiveness…  Competitiveness is a contest between independent entities. Occurs whenever two or more parties strive for a goal that can not be shared.  Most organizations operate in a competitive environment, either because there are several other organizations able to produce and deliver the good or service that is produced or because they compete for the same resources or even for the same money for consumers. 8 8
  • 9. How to win the concourse? Lower prices for consumers Higher profit margins Better quality of product / service Increased efficiency and fulfilling the commitments Best time to market Best customer service Using the best technology 9 9
  • 10. How to win the concourse? The right Projects: – The right projects at the right time (Portfolio Management) – Projects that develop the factors of competitiveness and leveraging strategy. (Program Management) – Those who deliver the desired results Better managed projects: – Correctly initiated and evaluated – properly planned – Delivering on time, cost and objectives Projects delivered better: – Properly closed and completed – With lessons for the future – Properly recorded and organized 10 10
  • 11. Competitiveness… Charter Ambito (PBS) WBS WBS Actividades Seqquencia 11 11
  • 12. Projects Managing projects is to define what it takes to set the results to be achieved, it is to define how it will be done, how are you going to do, who will do it, when it will be done and, above all, ensure that what is to be done and that you expect to get is what was expected according to the initial intended use. 12 12
  • 13. Programs Manage programs is to define what it takes to initiate, plan, implement, monitor, control and complete sets of projects and ongoing effort that will lead to desired results. A program is an organizational structure that is established to coordinate and direct a major initiative consists of multiple related projects. In a program, there are descriptions of objectives. 13 13
  • 14. Portfolios Portfolio management is the art and science of applying a set of knowledge, skills, tools and techniques to a set of projects in order to meet or exceed the needs and expectations of organizational strategy. A portfolio is a set of projects or programs and other works that are packaged together for easy management of all projects in order to increase efficiency and to link with the strategic objectives. The portfolio of projects or programs may be interdependent or directly related. 14 14
  • 15. OPM3® OPM3 (Organizational Project Management Maturity Model) is a standard that organizes the “best practices” for the improvement and organizational development with regard to the management of projects, produced by PMI- Project Management Institute. OPM3 contains hundreds of organizational best practices, assess the current capabilities of the organization and maps out the steps needed to improve organizational performance. 15 15
  • 16. OPM3® Observes and develops organizational skills in portfolio management, program management and project management. It is a method for organizations to understand their processes and measure capabilities when preparing to improve their internal procedures. Helps organizations develop a vision of the way forward to improve performance, both in project management or portfolio management, or management programs and, therefore, is a set of assessment procedures that brings tremendous value to organizations. The systematic management of projects, programs and portfolios should be aligned with organizational strategy. The OPM3 integrates these three areas, providing a single maturity model with enormous advantages for the ability to assess the strategic impact that each domain implies. 16 16
  • 17. OPM3® Elements Knowledge: the sharing of hundreds of global best practices and tested; Assessment: of the organization's current capabilities, identifying areas that need to be improved; Improvement: by using a map of the steps necessary to achieve the desired performance. 17 17
  • 18. OPM3® Benefits Increase the link between strategic planning and execution. Expansion of project results, making them more predictable, reliable, consistent and increasing the correlation between the development of projects and organizational success. Identification of best practices that can support the organizational strategy for implementing successful projects. Identification of specific capabilities that the organization has and which can be "best practices", thus providing a link between strategic capabilities and deliveries. 18 18
  • 19. OPM3® Life Cycle 1. “assessment” planning 2. Field Work 3. Evaluation 4. Improvement Plan 5. Implementation 6. Organizational Knowledge improvement! 19 19
  • 20. OPM3 Portugal Comprehensive analysis of the maturity state of Portuguese Industry Throughout the research, the study will produce impacts on businesses that are the subject of study, they will be built and validated organizational improvement plans that may be adopted by companies. The participation of a range of partners with reputed origin in scientific and technological system and the Portuguese Universities is one of the factors critical to the success of this research. 20 20
  • 21. Maturity Assesment (1st phase) Preliminary visit to the Sponsor to set the internal plan of action Meeting with Management Meeting with Strategic Planning (Program Manager) Meeting with Portfolio Manager Meetings with the Core Functional Managers 21 21
  • 22. Maturity Assesment (1st phase) Meeting with the PMO Manager or equivalent Meetings with organizational enhancers (experts and key people in the areas of business management, marketing and financial and other) Meetings with project managers Meetings with members of the teams 22 22
  • 23. Maturity Assesment (2nd phase) Validation of the initial findings with the Sponsor Data analysis and compilation in the OPM3® Product Suite system from PMI® Presentation of the Report 23 23
  • 24. Maturity Assesment (2nd phase) The maturity level of the management of specific projects, programs and portfolios of the organization will be presented. Analysis and validation of the results will provide the base for the plan to improve. The Project of “plan for improvement” will be presented individually with the assistance of an OPM3 certified consultant. 24 24
  • 25. Organizational Benefits OPM3®: States and develops organizational capabilities in portfolio management, program management and project management Provides a method for organizations to understand their own status Measures the organization's capabilities Prepares the organization to improve its internal procedures. 25 25
  • 26. Organizational Benefits OPM3®: Helps organizations to develop a vision of the way to improve performance. States the state of project management, portfolio management and program management. It is a set of assessment procedures that brings tremendous value to organizations. Evaluates if the systematic management of projects, programs and portfolios are aligned with organizational strategy. It is the only maturity model that evaluates the impacts of the strategic areas of project, program and portfolio entails. 26 26
  • 27. Organizational Benefits O OPM3® Portugal: It was designed by PMI® to provide a wide range of benefits to organizations, to the top senior management and to all those involved in project activities. Increases the connection between strategic planning and execution, extending the results of projects, making them more predictable, reliable, consistent and increasing the correlation between development projects and organizational success. 27 27
  • 28. Organizational Benefits O OPM3® Portugal: Identifies the best practices of the organization that can support organizational strategy to implement projects successfully Identifies the specific capabilities that the organization has and which can be "best practices" Gives a result of high level consulting, which is only available within the rules of the PMI® in about 60 organizations worldwide No cost to the organization, only time investment of resources 28 28
  • 29. Organizational Benefits OPM3® Portugal: Access to research results, and thus benchmarking can be done with the overall results. Compare the national and international best practices 29 29
  • 30. Colective Benefits OPM3® Portugal: International best practices will be contrasted with national practices, seeking to synthesize and organize the best practices for organizations of Project Management, Program and Portfolio. Several workshops will be conducted to disseminate interim results - especially sectorial - for companies that want to participate in the study or the overall market may have information on the overall development of the study. 30 30
  • 31. Partners PM4S / Ambithus, Project Lider Associação CCG/ZGDV - Centro de Computação Gráfica (Universidade do Minho) Faculdade de Ciências e Tecnologia da Universidade Nova de Lisboa. INESC INOVAÇÃO - Instituto de Novas Tecnologias INESC PORTO - Instituto de Engenharia de Sistemas e Computadores do Porto IPN - Instituto Pedro Nunes - Associação para a Inovação e Desenvolvimento em Ciência e Tecnologia Project Management Institute (PMI) PMI Organizational Project Management Comunity of Practice PMI – Portugal Chapter 31 31
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