slides for Mortgage Coach interview with Keith Kemph

1. Program
Management
Achieving Successful
Implementation, Adoption, &
Utilization
By Keith Kemph
President & CEO
BlackFin Group
www.BlackFin-Group.com

2. According to Project Management Institute,
65%+ of all annual projects fail, trillions wasted…
Substantially
late
Over BudgetROI Eroded
Failed user
adoption
Failure isn’t Tech, it’s People
If Project Gets DeliveredWhy Projects Fail
• Lack of integrated planning
• No defined success metrics
• Lack of leadership, commitment, sponsorship
• Poor cross-functional communication
• Poor requirements management
• Lack of broad change management
• Misaligned stakeholder expectations
• Underestimating program complexity
• Inadequate project management skills
• Lack of resources
• Meager project team selection
• Absence of Program Management

3. 2019
World-Wide
PgMP
Remains
Conceptual
2005
USA
PgMp Cert
1999
Europe
PgMP Cert
1958
USA
Missile
Project
1920
Europe
Rebuild War
Torn Towns
208 BC
Great Wall
China
2570 BC
Great
Pyramids
Timeline - Project Management Institute
Project Management Timeline
Program Management Timeline
1. A universal approach
2. Amend roles/responsibilities within community
3. Leverage techniques to integrate humanization
4. Guide Human Behavior (change management)
5. Apply to all Phases: Pre, During, Post Integration
Key
Principles

4. Defined, Matured, Evolving Framework
PMP Celebrated the World Over…
Primary Focus: Delivery
Slowly Maturing Approach Since 1999
PgMP Concept, No Real Formal Framework
Primary Focus: Outcome (ROI Achieved)
Project Management
Program Management

5. Defined tasks
Defined start / end
dates
Defined roles
Defined development
process
Defined testing
approach
Defined delivery
checklist
No Defined: tasks,
checklists, start/end
dates, roles
Policies,
Procedures,
Process Maps
Training
Change
Management
Methods
Internal/External
Communication
Techniques
Staff Analysis /
Reallocation
Reporting, Comp
Analysis, Risk,
Compliance
Program
Management
Outcome
Project
Management
Delivery
TODAY

6. Adopt +
Utilize = ROI
Live
Project
Management
Program Management
The People Side of Any Project, to Guide &
Achieve the Desired Outcome (ROI)
Leverage Universal:
Strategies, Tools, Methodologies, Frameworks
TOMORROW
85% of Consumers Crave Human Engagement in Todays Digital World
Project Failure Rate Drop by 25-35%

7. Countless
Lender
Business
Implementation
Consulting
(LOS, POS,
CRM)
Countless Vendor
Build &
Implementation
Consulting (LOS,
POS, CRM)
Countless
Vendor
Utilization/
Strategy
Consulting
Sessions
(/frameworks)
Helping
Lenders
Rebuild Comp
Plans
Helping
Lenders
Rebuild Staff
Plans (career
path, staff skill
assessments)
Helping Lenders
Coordination /
Strategize: HR,
Accounting,
Reporting
Major
Psychology;
Research
Project
Success &
Failures; Loss
of Personal
Identity
PROGRAM
MANAGEMENT
Defined
Methodologies
Defined Strategies
Defined Tools
Defined
Frameworks
Defined
Techniques
Best Practices
PROGRAM MANAGEMENT
Kemph - The Accidental Program Manager
Career: 100+ Business & Technology
Project Implementations, for the Business Side…

8. Program Management Example
Program Management Says
We listened, you want more sophisticated tools to
provide a more consultative sales with consumers –
increasing confidence, trust in you, elevate your
brand…
As an organization we agree and believe strongly in
this really being a competitive differentiator, and so
here is what we are doing…
• Our Process is x
• Our Training is x
• Our Marketing (CUX) Total Cost Analysis Tool
• Our Culture is – no opt in/out due to CUX promise…
• Our KPI’s are x per LO
• Our Comp impact is x for use…
Now, if an LO doesn’t do it (the data doesn’t lie) – they are now
failing on the firms promise to its consumers, which feeds into
questioning if a) LO just needs training or b) are they are a
cultural fit…
Obviously, I over-simplified this - there are critical techniques,
frameworks and strategies that must be used in concert to
this…
Project Management says
• We listened; you want MortgageCoach
• We went through the whole process of
getting set up, delivered, tested, live…
• Here it is LO’s…
• Here is our training with Mortgage Coach
• Here is our process…
• Use it and you’ll close more deals…

9. ACTION PLAN CHECKLIST
▪ Change Management
▪ Data (KPI’s) Reporting
▪ Compensation Analysis
▪ Communication Strategy (I/E)
▪ Sales
▪ Marketing
▪ Operations
▪ Technology
▪ Human Resources
▪ Accounting
▪ Culture
▪ PM Candidate Profile
▪ Organizational Development
▪ Program Management Techniques,
Frameworks, & Strategies
▪ Integrate: Pre, During, Post Launch
BENEFITS
▪ Project failure rates decline 25-35%
▪ ROI achieved 50-70% faster
▪ Successful Adoption/Utilization
▪ Eliminate isolation of initiative resources
▪ Efficient global communications (I/E)
▪ Costs managed centrally
▪ Resources shared
▪ Program standards, rules, policies met
▪ Accurately measure performance ROI
▪ Right people, are in the right roles
▪ Easier to reset expectations throughout
▪ Insurance Policy to Any Project/Initiative
PROGRAM MANAGEMENT
Watch Your Firm Achieve Successful
Implementation, Adoption, & Utilization (ROI)