3. 3
Multi-Disciplinary Model
Program Service Office (PSO) Center of Excellence Goals:
Combination of PMO, Lean, & Agile services
Strategic planning & choosing the right projects
Service coaching (delivery excellence & threat avoidance)
Integrated project status reporting & scheduling
Resource knowledge transfer & communication
Operations planning & forecasting
Expected Outcomes:
Accelerate project delivery
Cancel non-strategic & under-performing projects
Re-rank projects
Re-establish order of importance
Reassign resources based on importance
Identify opportunities for business process improvement
Identify delays, cost overruns, & resource overloads
4. 4
Multi-Department View
Business Departments (Finance/Marketing/Sales) Alignment:
Business case writing
Vendor selection & contracting
Software development lifecycles/standards
Project planning
Project risk & issue management
Business metric identification
Continuous process improvement
IT Department Alignment:
Decrease maintenance budget & increase new development budget
Software As A Service (SAAS) model (reduced infrastructure)
Advanced technology implementation (cloud, mobile, big data)
Product, services, & standards development
5. 5
Governance & Escalation Structure
Executive
Committee
(Level 4)
Senior level representatives who are key stakeholders and are
representing the program (i.e. IT Sponsor, etc). Members are
liaisons and owners for their areas (i.e. BPS, BAS, IS, SSO,
etc.) and are champions of the program. Provide feedback on
the project status and assist with socialization of key program
activities to their organization and various committees, as
applicable. Provide resources to the project and works with the
Program Office to remove roadblocks.
Program Office
(Level 3)
End-to-end program execution level governance. The Program
Office will be accountable and responsible for the overall success of
the program and provide strategic direction to each team. Makes
strategic level recommendations and decisions on scope, schedule,
costs, quality and other potential impacts to the program. Works
with the IT Sponsor, and Executive Committee to escalate and
address high/critical priority issues and risks.
Project Leadership
Team
(Level 2)
Program
Financials/
Metrics
Committee
Responsible for analyzing the financial actuals and forecasts and
resolving issues financially related (i.e. PFR discrepancies, missing
invoice payment, HW/SW not hitting the books, etc.).
Project Teams
(Level 1)
Reports up through the Project Leadership Team, executes against
strategic scope and schedule within budget. Responsible for delivering
the work packages defined by the Project Leadership Team, within the
project schedule. Project team escalates roadblocks and unresolved
issues to the Project Leadership Team to resolve.
Process Results
Guides and directs the initiation,
planning, execution, close-out, and
controlling & reporting of all projects
that are part of the program by directly
influencing key project management
areas
Process Benefits
Defines team roles and responsibilities,
to mitigate the risk of team confusion
on what work product they are
accountable to deliver
Guides issue escalation process to
communicate and resolve issues and
risks in a timely basis
Guides risk escalation and reporting, to
address appropriate items before they
impact the project
Guides schedule development to
ensure milestones are being achieved
Guides approval process for scope
changes
Mitigates the risk of too many/not
enough resources, impacts to budget
over/under spend and threats to
completing deliverables within
expected timeframes
Reports up through the Program Office, taking direction on project
scope, schedule, costs, quality and other potential impacts to the
project. Makes tactical recommendations and decisions on scope,
schedule, costs, quality, and other potential impacts to the project
based on the Program Office strategic guidance. Works with the
Program Office to escalate and address high/critical issues/ risks.
6. 6
Project Portfolio Management (PPM)
Program & Project Facilitation
Determine viable project mix (meet organizational goals)
Balance portfolio (short-term vs long-term, risk vs reward, complex vs simple)
Monitor project planning & execution
Analyze & improve portfolio performance
Evaluate new portfolio opportunities
Provide information to executive decision makers
Steps to Successful Results
Gather & report portfolio information
Develop goals, resource plans, & asset portfolios
Link project, goals, & assets to strategic plans
Determine organizational capacity for multiple projects
Prioritize portfolio based on current information
Develop recommendations for improving ROI
Facilitate Governance Board meetings
7. 7
Maturity Model
Levels of Service Delivery Maturity
Level 1: Define project management, lean, & agile value proposition
Level 2: Bring consistency to project delivery
Level 3: Increase delivery value (lean & agile process improvements)
Level 4: Identify portfolio interdependencies
Level 5: Gain buy-in from community & governance board
Level 6: Identify key benefits from lean & agile process improvements
Level 7: Increase portfolio throughput
Level 8: Exceed organizational strategic objectives
8. 8
Change Management
The change will be entered in the Action Item Log with an issue type
of “Change Request” and the Program Manager will be notified
Critical = implementation should not proceed unless the
change is made
Medium = needed functionality, but not required to complete
the implementation
Low = nice to have functionality
Process Results
Change management execution, against approve project charter
Program Charter, Project Charter, and Action Item Log Updates (as
required)
PPM Project Update (as required)
Process Benefits
Mitigate risk of unknown impacts to scope, budget, timelines and
quality by introducing unplanned changes
Appropriately plan and obtain approvals for new scope items before
communicating to team
Assists with ensuring team stays focused on tasks at hand
Ensure existing scope objectives are achieved within budget,
targeted timeframes, and with quality standards so program
strategic objectives are achieved
9. 9
Communication Management
Communication Management Process
Identify who is responsible, accountable, consulted and informed (RACI) for the completion of documents and
reports
Identify all standing meetings, meeting purpose, frequency, & attendees
Identify document reporting and meeting ground rules
Process Results
Input into project schedule creation
Influence standing meetings and invitees
Provide organizational management plan as input
Process Benefits
Ensure the right people are at the right meetings
Ensurs standing meetings are planned out so appropriate communications occurs at all levels throughout the
program. Additionally measures the amount of time team members will be spending in meetings, to mitigate
risk of too much time spent in meetings
Ensure appropriate internal / external project communications are occurring to proactively encourage
information sharing
Ensure that meetings are held / deliverables are produced within quality standards (i.e. agenda, minutes,
document naming structure, document peer reviews, etc.)
DCII PgM
Processes
10. 10
Contact Information
Douglas Floyd
312.502.3113 (cell)
douglas.vincent.floyd@gmail.com
www.linkedin.com/in/dougvfloyd
@DougVFloyd
Slideshare Presentations:
Next Gen Agile 3.0: www.slideshare.net/dvfloyd/agile-30
Next Gen Lean 3.0: www.slideshare.net/dvfloyd/lean-30
Next Gen PMO 3.0: www.slideshare.net/dvfloyd/pmo-30
Notas do Editor
Scope change management (i.e. what happens when someone requests a change to scope...when is action taken on a change request...who approves what...) Issue management (i.e. what are issues...what is a low/med/high/critical issue...when do issues get escalated and to who...) Risk management (i.e. what are risks...when do risks get assessed and communicated...who do they get communicated too...) Organizational management (i.e. what is the program governance...how does it impact communications and escalations...) Communications management (i.e. what are the standing meetings...how much time are we spending in meetings...what is the meeting purpose and audience...) Cost management (i.e. how are we managing costs...what is the procurement process and who approves...what are the cost reports...)