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The NEW Public Sector PMO
                                    Strategic Positioning
                                        For Real Results




www.line-of-sight.com
                        ©2010 Line of Sight
Welcome!

Tim Jaques, PMP
Jonathan Weinstein, PMP
   Partners, Line of Sight, LLC
   Authors, Speakers

   Project Management and
    Organizational Change
    Practitioners




                                   2
Agenda
 1.    The Challenge
 2.    The Response
 3.    A Path Forward




                                                   3
                        ©2010 Line of Sight, LLC
The Challenge




                                           4
                ©2010 Line of Sight, LLC
The Challenge




                                      Finance




                                                5
                ©2010 Line of Sight, LLC
PMOs Need To
Elevate Their Status




              “The Multi-Project PMO:A Global Analysis
              of the Current State of Practice”"
                By Dr. Brian Hobbs University of Quebec at Montreal,
                                                   Quebec, Canada"
                          © 2007 Project Manangement Institute. All rights reserved."


                                                                                        6
              ©2010 Line of Sight, LLC
Organization Layer                                      Project Layer
Skeptical Customers – Business units, division      Lack of Authority – PMs cannot take swift
heads, contracting units, and others often donʼt    action to manage projects or implement
see the value of a PMO. "                           practices without approval from Project
                                                    Directors, Sponsors, or Executives."

Increasingly Complex Projects – Especially          Conflicting Guidance – To PMs from Sponsors
true for IT, as organizations move toward           and Project Directors, including competing
enterprise solutions the level of complexity        priorities and inconsistent practices."
increases. "

Austere Budgets – Facing a post-ARRA world,         “Matrixed” Resources – Team members on
governments face a 24-month lag in recovery. "      loan, outside the PMʼs organization or “chain-of-
                                                    command”."
Multiple Missions – Disparate missions within       Project Management “Overhead” – The
single organizations leads to funding               practice is perceived as a burden. PMs and team
imbalances, power struggles and lack of results."   forced to do projects over, instead of doing them
                                                    right at the beginning."




                                                                                                        7
Promote!    Facilitate!




Champion!    Create!


                          8
Traditional PMO Models
     Center of      • Minimal staffing, deep PM expertise
                    • Focus on methodologies and best practices
    Excellence      • Use of knowledge and content management tools



  Project Support   • Mix of PM and training expertise
                    • Focus on Coaching, Mentoring, Training
       Office       • Use of PMIS and LMS



     Delivery       • Stable of PM’s
                    • Focus on leading and managing projects
      PMO           • Use of schedule, risk, and related tools



    Enterprise      • PM’s, BA’s, training staff
                    • Portfolio ownership
       PMO          • Use of EPM and PPM tools



                                                                      9
Why Traditional
PMO Models Under-Deliver
   Not  explicit enough-lacking critical details
   Internally focused
   Little emphasis on value to customers
   Lack a strategic focus, linkage to higher
    level goals
   Does not “tell the story” of how the PMO
    will evolve




                                                10
                     ©2010 Line of Sight, LLC
Key Design Decisions
   Accountability:    How much
    authority will the PMO have?
   People: Who are the champions?
   Process: What services will the PMO
    offer and how will they be delivered?
   Systems: What systems do we need
    to be successful?
   Value: What will generate near term
    value for the organization?
        Begin with the end in mind!!
                                                 11
                      ©2010 Line of Sight, LLC
The Response




                                          12
               ©2010 Line of Sight, LLC
Positioning for Success
 1.    Position the PMO for Strategic Success
 2.    Identify Functions of the PMO
 3.    Scope the Desired Level of Ownership
 4.    Map Functions Over Time
 5.    Follow A Formal PMO Development
       Methodology




                                                 13
                      ©2010 Line of Sight, LLC
Step 1:
Position the PMO
   Align with organization’s strategic goals
   Make accountable for achieving specific
    outcomes
   Establish key executive champions and
    internal roles
   PMO leadership participates in setting
    strategic direction
   PMO facilitates investment in projects/
    programs across the organization
   Link at the right level of the organization


                                                  14
                     ©2010 Line of Sight, LLC
Step 2:
Identify Key Functions




          PMO
                                          Competency      Project
         Managed       Automation
                                          Development   Management
         Services

                      PMO Infrastructure
                                                                     15
                    ©2010 Line of Sight
Step 2:
Identify Key Functions




                       Resource           Performance
                                                         Program
                      Management          Management


          PMO
                                          Competency      Project
         Managed       Automation
                                          Development   Management
         Services

                      PMO Infrastructure
                                                                     16
                    ©2010 Line of Sight
Step 2:
Identify Key Functions

                                           Benefits
                                                         Portfolio
                                          Realization



                       Resource           Performance
                                                         Program
                      Management          Management


          PMO
                                          Competency      Project
         Managed       Automation
                                          Development   Management
         Services

                      PMO Infrastructure
                                                                     17
                    ©2010 Line of Sight
Step 2:
Identify Key Functions
                                                        Governance



                                           Benefits
                                                         Portfolio
                                          Realization



                       Resource           Performance
                                                         Program
                      Management          Management


          PMO
                                          Competency      Project
         Managed       Automation
                                          Development   Management
         Services

                      PMO Infrastructure
                                                                     18
                    ©2010 Line of Sight
Look To Expand Higher
Level Functions
                                                        Governance




                                                                     Strategic Functions
                                           Benefits
                                                         Portfolio
                                          Realization



                       Resource           Performance
                                                         Program
                      Management          Management


          PMO
                                          Competency      Project
         Managed       Automation
                                          Development   Management
         Services

                      PMO Infrastructure
                                                                       19
                    ©2010 Line of Sight
In Depth: The
Project Management Function




                                 20
           ©2010 Line of Sight
Project Management
 Services
   Project Management Methodology
   On Site Project Management
   Project Fast Start
   Triage and Rescue
   Audit/Review
   Consultation




                                      21
                ©2010 Line of Sight
Step 3: Scope the Level of
Ownership
Determine level of ownership of individual
  functions




                                             22
Step 4: Map the
Functions Over Time
             Facilitating                             Directing   Managing




                                         Governance



                            Benefits
                                          Portfolio
                           Realization



              Resource
                           Perf. Mgmt     Program
               Mgmt.


   PMO
                           Competency
  Managed     Automation   Development     Project
  Services


Initial Installation!


                                                                             23
Step 4: Map the
Functions Over Time
             Facilitating                                         Directing                              Managing




                                         Governance                                         Governance



                            Benefits                                           Benefits
                                          Portfolio                                          Portfolio
                           Realization                                        Realization



              Resource                                           Resource
                           Perf. Mgmt     Program                             Perf. Mgmt     Program
               Mgmt.                                              Mgmt.


   PMO                                                 PMO
                           Competency                                         Competency
  Managed     Automation   Development     Project    Managed    Automation   Development     Project
  Services                                            Services


Initial Installation!                                      Go-live + 180 !


                                                                                                                    24
Step 4: Map the
Functions Over Time
             Facilitating                                         Directing                                         Managing




                                         Governance                                         Governance                                         Governance



                            Benefits                                           Benefits                                           Benefits
                                          Portfolio                                          Portfolio                                          Portfolio
                           Realization                                        Realization                                        Realization



              Resource                                           Resource                                           Resource
                           Perf. Mgmt     Program                             Perf. Mgmt     Program                             Perf. Mgmt     Program
               Mgmt.                                              Mgmt.                                              Mgmt.


   PMO                                                 PMO                                                PMO
                           Competency                                         Competency                                         Competency
  Managed     Automation   Development     Project    Managed    Automation   Development     Project    Managed    Automation   Development     Project
  Services                                            Services                                           Services


Initial Installation!                                      Go-live + 180 !                               Go-live + 360!


                                                                                                                                                     25
Step 5: Follow A Formal PMO
Development Methodology
 Define             Design            Develop              Deploy              Sustain
     Why               What                How               When                Evolve
   Establish           Identify            Build              Engage            Verify Value
   Champion         Stakeholders          Coalition          Supporters         Proposition

      Form            Survey          Identify Customer        Deploy             Educate
  Initial Team       Customers            Segments              CRM              Customers

  Justify PMO          Select         Develop Detailed         Roll Out            Refine
                      Functions          Offerings        Selected Offerings      Offerings

                   Create Service     Develop Delivery        Engage           Refine Delivery
Charter the PMO    Delivery Model        Processes           PMO Staff            Methods
                  Define High-Level    Define Detailed        Acquire              Refine
Anchor the PMO      Requirements        Requirements      Automated Tools      Automated Tools


                                                                                                 26
The Path Forward




                                        27
             ©2010 Line of Sight, LLC
When to Deploy This Approach
Use this approach:
  When planning a new
   PMO
  When re-chartering a
   failing PMO
  When seeking to
   improve an existing
   PMO



                                                28
                     ©2010 Line of Sight, LLC
Benefits of the Strategic
Approach
This approach enables:
  The creation of immediate value for
   your customers
  The ability to focus on what is
   important NOW
  A way to justify the approach taken
  The development of a staffing profile
  A balance between project work and
   PMO process development


                                               29
                    ©2010 Line of Sight, LLC
Lessons From the Field
(Part 1)
    Be Effective. The PMO Director should plan to spend 0%-15%
     of her/his time managing projects. This is one of the major
     causes of PMO failure, from our experience. The temptation is
     to dive into project work, yet to be successful, the PMO needs a
     champion that is agile, not buried in project work. Project
     emergencies are not necessarily PMO emergencies.

    Listen First. Consider engaging in “listening sessions” for key
     customers of the PMO. These can involve 1-2 hour sessions
     whereby the PMO presents its offerings and plans and asks for
     feedback. Face to face sessions are preferred. The PMO should
     be perceived as a “listening” and "learning’” organization more
     so than one that is telling people what to do.
Lessons From the Field
(Part 2)
     Focus on Relationships. PMO success depends more upon
      relationships than processes. It is important that someone
      attend staff meetings, reach out to key influencers and
      supporters early on. If these relationships are not
      cultivated, no amount of process will engender the
      necessary acceptance for the PMO to be successful.


     Right People on the Bus. What makes for a good project
      manager does not necessarily make for a good staff
      member of the PMO. Select your staff wisely, and develop a
      sound staffing plan.




                                                             31
                             ©2010 Line of Sight, LLC
Questions?




         Saratoga Springs, NY
             Ellicott City, MD


               Contact us!
         info@line-of-sight.com
         www.line-of-sight.com


                                  32

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The New Public Sector PMO

  • 1. The NEW Public Sector PMO Strategic Positioning For Real Results www.line-of-sight.com ©2010 Line of Sight
  • 2. Welcome! Tim Jaques, PMP Jonathan Weinstein, PMP   Partners, Line of Sight, LLC   Authors, Speakers   Project Management and Organizational Change Practitioners 2
  • 3. Agenda 1.  The Challenge 2.  The Response 3.  A Path Forward 3 ©2010 Line of Sight, LLC
  • 4. The Challenge 4 ©2010 Line of Sight, LLC
  • 5. The Challenge Finance 5 ©2010 Line of Sight, LLC
  • 6. PMOs Need To Elevate Their Status “The Multi-Project PMO:A Global Analysis of the Current State of Practice”" By Dr. Brian Hobbs University of Quebec at Montreal, Quebec, Canada" © 2007 Project Manangement Institute. All rights reserved." 6 ©2010 Line of Sight, LLC
  • 7. Organization Layer Project Layer Skeptical Customers – Business units, division Lack of Authority – PMs cannot take swift heads, contracting units, and others often donʼt action to manage projects or implement see the value of a PMO. " practices without approval from Project Directors, Sponsors, or Executives." Increasingly Complex Projects – Especially Conflicting Guidance – To PMs from Sponsors true for IT, as organizations move toward and Project Directors, including competing enterprise solutions the level of complexity priorities and inconsistent practices." increases. " Austere Budgets – Facing a post-ARRA world, “Matrixed” Resources – Team members on governments face a 24-month lag in recovery. " loan, outside the PMʼs organization or “chain-of- command”." Multiple Missions – Disparate missions within Project Management “Overhead” – The single organizations leads to funding practice is perceived as a burden. PMs and team imbalances, power struggles and lack of results." forced to do projects over, instead of doing them right at the beginning." 7
  • 8. Promote! Facilitate! Champion! Create! 8
  • 9. Traditional PMO Models Center of • Minimal staffing, deep PM expertise • Focus on methodologies and best practices Excellence • Use of knowledge and content management tools Project Support • Mix of PM and training expertise • Focus on Coaching, Mentoring, Training Office • Use of PMIS and LMS Delivery • Stable of PM’s • Focus on leading and managing projects PMO • Use of schedule, risk, and related tools Enterprise • PM’s, BA’s, training staff • Portfolio ownership PMO • Use of EPM and PPM tools 9
  • 10. Why Traditional PMO Models Under-Deliver   Not explicit enough-lacking critical details   Internally focused   Little emphasis on value to customers   Lack a strategic focus, linkage to higher level goals   Does not “tell the story” of how the PMO will evolve 10 ©2010 Line of Sight, LLC
  • 11. Key Design Decisions   Accountability: How much authority will the PMO have?   People: Who are the champions?   Process: What services will the PMO offer and how will they be delivered?   Systems: What systems do we need to be successful?   Value: What will generate near term value for the organization? Begin with the end in mind!! 11 ©2010 Line of Sight, LLC
  • 12. The Response 12 ©2010 Line of Sight, LLC
  • 13. Positioning for Success 1.  Position the PMO for Strategic Success 2.  Identify Functions of the PMO 3.  Scope the Desired Level of Ownership 4.  Map Functions Over Time 5.  Follow A Formal PMO Development Methodology 13 ©2010 Line of Sight, LLC
  • 14. Step 1: Position the PMO   Align with organization’s strategic goals   Make accountable for achieving specific outcomes   Establish key executive champions and internal roles   PMO leadership participates in setting strategic direction   PMO facilitates investment in projects/ programs across the organization   Link at the right level of the organization 14 ©2010 Line of Sight, LLC
  • 15. Step 2: Identify Key Functions PMO Competency Project Managed Automation Development Management Services PMO Infrastructure 15 ©2010 Line of Sight
  • 16. Step 2: Identify Key Functions Resource Performance Program Management Management PMO Competency Project Managed Automation Development Management Services PMO Infrastructure 16 ©2010 Line of Sight
  • 17. Step 2: Identify Key Functions Benefits Portfolio Realization Resource Performance Program Management Management PMO Competency Project Managed Automation Development Management Services PMO Infrastructure 17 ©2010 Line of Sight
  • 18. Step 2: Identify Key Functions Governance Benefits Portfolio Realization Resource Performance Program Management Management PMO Competency Project Managed Automation Development Management Services PMO Infrastructure 18 ©2010 Line of Sight
  • 19. Look To Expand Higher Level Functions Governance Strategic Functions Benefits Portfolio Realization Resource Performance Program Management Management PMO Competency Project Managed Automation Development Management Services PMO Infrastructure 19 ©2010 Line of Sight
  • 20. In Depth: The Project Management Function 20 ©2010 Line of Sight
  • 21. Project Management Services   Project Management Methodology   On Site Project Management   Project Fast Start   Triage and Rescue   Audit/Review   Consultation 21 ©2010 Line of Sight
  • 22. Step 3: Scope the Level of Ownership Determine level of ownership of individual functions 22
  • 23. Step 4: Map the Functions Over Time Facilitating Directing Managing Governance Benefits Portfolio Realization Resource Perf. Mgmt Program Mgmt. PMO Competency Managed Automation Development Project Services Initial Installation! 23
  • 24. Step 4: Map the Functions Over Time Facilitating Directing Managing Governance Governance Benefits Benefits Portfolio Portfolio Realization Realization Resource Resource Perf. Mgmt Program Perf. Mgmt Program Mgmt. Mgmt. PMO PMO Competency Competency Managed Automation Development Project Managed Automation Development Project Services Services Initial Installation! Go-live + 180 ! 24
  • 25. Step 4: Map the Functions Over Time Facilitating Directing Managing Governance Governance Governance Benefits Benefits Benefits Portfolio Portfolio Portfolio Realization Realization Realization Resource Resource Resource Perf. Mgmt Program Perf. Mgmt Program Perf. Mgmt Program Mgmt. Mgmt. Mgmt. PMO PMO PMO Competency Competency Competency Managed Automation Development Project Managed Automation Development Project Managed Automation Development Project Services Services Services Initial Installation! Go-live + 180 ! Go-live + 360! 25
  • 26. Step 5: Follow A Formal PMO Development Methodology Define Design Develop Deploy Sustain Why What How When Evolve Establish Identify Build Engage Verify Value Champion Stakeholders Coalition Supporters Proposition Form Survey Identify Customer Deploy Educate Initial Team Customers Segments CRM Customers Justify PMO Select Develop Detailed Roll Out Refine Functions Offerings Selected Offerings Offerings Create Service Develop Delivery Engage Refine Delivery Charter the PMO Delivery Model Processes PMO Staff Methods Define High-Level Define Detailed Acquire Refine Anchor the PMO Requirements Requirements Automated Tools Automated Tools 26
  • 27. The Path Forward 27 ©2010 Line of Sight, LLC
  • 28. When to Deploy This Approach Use this approach:   When planning a new PMO   When re-chartering a failing PMO   When seeking to improve an existing PMO 28 ©2010 Line of Sight, LLC
  • 29. Benefits of the Strategic Approach This approach enables:   The creation of immediate value for your customers   The ability to focus on what is important NOW   A way to justify the approach taken   The development of a staffing profile   A balance between project work and PMO process development 29 ©2010 Line of Sight, LLC
  • 30. Lessons From the Field (Part 1)   Be Effective. The PMO Director should plan to spend 0%-15% of her/his time managing projects. This is one of the major causes of PMO failure, from our experience. The temptation is to dive into project work, yet to be successful, the PMO needs a champion that is agile, not buried in project work. Project emergencies are not necessarily PMO emergencies.   Listen First. Consider engaging in “listening sessions” for key customers of the PMO. These can involve 1-2 hour sessions whereby the PMO presents its offerings and plans and asks for feedback. Face to face sessions are preferred. The PMO should be perceived as a “listening” and "learning’” organization more so than one that is telling people what to do.
  • 31. Lessons From the Field (Part 2)   Focus on Relationships. PMO success depends more upon relationships than processes. It is important that someone attend staff meetings, reach out to key influencers and supporters early on. If these relationships are not cultivated, no amount of process will engender the necessary acceptance for the PMO to be successful.   Right People on the Bus. What makes for a good project manager does not necessarily make for a good staff member of the PMO. Select your staff wisely, and develop a sound staffing plan. 31 ©2010 Line of Sight, LLC
  • 32. Questions? Saratoga Springs, NY Ellicott City, MD Contact us! info@line-of-sight.com www.line-of-sight.com 32