8/12/2016

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Nellson Burns, VP, IT HollyFrontier& Eric Stettler, Partner, A.T. Kearney

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Building a Strategic PMO: How HollyFrontierAccelerated Their Corporate Growth Strategy

Using Industry Best Practices

• “We don’t need a change manager; I’ll handle the change management myself. We’ll just fire anyone who doesn’t change.”

• “We have solid project management processes.” (Said by an executive about 2 years before he had to explain a 400% forecasted overrun on a facility move).

• “I know how to stop adding consultants to this project, I won’t allow any more tables to be bought”.

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Objectives• Share the little known, Dallas success story of HFC and

how it came to be one of the top 10 public companies in DFW

• Discuss how HFC and other companies have established a successful PMO

• Share personal stories and lessons learned related to project management during Eric and Nellson’s careers

• Share AT Kearney’s perspective on how to manage a Program’s health

• Discuss tools and techniques to build a strategic PMO8/12/2016 3

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Quick Project Management Bio

• 1st Project: o 1998 - w/ Shell Chemical (SAP R/3 Upgrade)

• 1st Experience with Project Management: o 2000 - w/BP

• All time favorite project: o 2002 - w/ConocoPhillips

• “Last” Project Role: o 2005 - w/Holly Corporation

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Hawaii 2015

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Switzerland 2014

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Quick Project Management Bio• 1st Project:

o 1992 - w/ North American Utility

• 1st Experience with Project Management: o 1994 - Led a small team to integrate solution into custom production control

system

• All time favorite Project: o 2002 - FIFA

• “Last” Project Role: o 2014 – JV in Saudi Arabia

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What areas of Project or Program 

Management cause the most issues in 

the organizations you support?

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Program Management Best Practices  

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80%

78%

63%

63%

73%

48%

51%

33%

39%

28%

29%

43%

28%

44%

Monitor the transformation program

Commit the Top Management

Set up an efficient project organization

Mobilize the whole organization

Convey the message of urgency for change

Set the new business processes

Set up new performance monitoring systems

% Worst performing practices (1) % Best practices (1)

Reflect diverse organizational skills on project / roll out team

Establish an effective Project Management Office to monitor and coordinate the Program

Monitor program performance in‐flight and establish mechanisms to adjust if warranted

Clear Business ownership of the effort to drive business outcomes and establish clear trade‐offs

Establish clear and measurable performance indicators for the program and business case

Leverage both official and unofficial change networks; identify key influencers

Key Levers of Program Management Key Best Practices

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Revenue grew from $5B in 2006‐7 to $20B in 2012

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Holly Enterprise Component Business Model (CBM) Map

Strateg

icTactical

Execu

tion

Crude Acquisition

Develop Crude Term/Spot 

Exchange Supply Strategy

Make and document Deal

Agree Crude Term/Spot Exchange Contracts

Vehicle and DOT Qualification

Schedule Crude Transportation

Process Crude Acquisition Orders

Negotiate Deal for Crude Cargos

Evaluate Economics of Crude Spot PurchasesArrange 

Transportation and Actualize Movements (Crude P/L)

Plant Operations

Plant Strategy

EH&S Strategy

Plant Operations Planning

Plant Scheduling and Blend Planning

Assay Management

Plant Unit Optimization

EH&S Planning and Monitoring

Plant Operations

Plant Inventory Management/Yield 

Accounting

Product Packaging

EH&S Operations

Lab Operations

Product Storage

Develop Inventory Stock Target Strategy

Determine Inventory Stock Target Levels by Product/Location

Manage Terminal Operations

Manage Inventory

Collect Physical Inventories

Reconcile Book to Physical 

Inventories

Supply Chain and Inventory Management

Strategic Network Strategy and Planning

Strategic Supply Agreement EstablishmentSupply Chain Cost/Price 

Benchmarking

Supply Chain Planning

Supply Inventory Management

Strategic Supply Agreement Management

Spot Market/Supply Opportunity Management

Strategic Supply Agreement Settlement

Engineering and Maintenance

Long Term Maintenance and Turnaround 

Planning

Engineering Planning

Engineering Design

Engineering/Maintenance Management

Maintenance Inventory Management

Asset Monitoring and Predictive Maintenance

Maintenance Execution

Primary Distribution

Strategic Transportation Strategy

Transportation Qualification

Primary Distribution Nomination/Scheduling

Spot Logistics

Primary Distribution Operations

Distribution Settlement

Secondary Distribution and Wholesale Marketing

Strategic Transportation Strategy

Pricing Strategy

Customer Strategy

Demand Forecasting and Forecast Monitoring

Secondary Distribution Scheduling

Wholesale/Rack Pricing

Customer Management

Commercial Sales

Allocation Management

Secondary Distribution Operations

Distribution Settlement

Order Management

Customer Service

Commercial Settlement

Business Administration

Corporate Strategy & PlanningHuman Resource 

Strategy & PlanningInformation Technology PlanningFinancial Planning 

and Policy

Human Resources Mgmt & Control

Finance and Accounting Management

Information Technology Management

Legal & Intellectual Property 

Management

Human Resources Administration

Information Technology Systems 

& OperationsFinance and Accounting Transactional Processing

Property and Facilities 

Management

SAP, HOPSSAP

SAP, ADP EZ Labor, Kronos

Primavera, MS Project, Impower, Project Tracker

Datastream

Machinery Health Manager

TopTech, ATI, SAP (LOM), Gaurdian

Honeywell LIMS Custom LIMS      Labworks

TopTech

MICIS

TSW, IVR

SAP 

Trafxs

SAP Access DB

ABB Blender WinBlender      Delta 

V, Opto22

API‐RBI VCEDamange VCESage Compress

Smartpigs UltraPipe 

ThermaCAM

SKF Vibration Analysis, Master Trend Vibration Analysis (CSI), Emerson –Equipment 

Health Manager 

Engineering Execution

AutoCAD 

Raster DesignMechnical, Electrical, 

Navisworks, Inventor DWG TruView, Volo View Express

Geofields‐GIS Delorme XMAP LiqTherm  Spicer Imagination 

FactoryTalk RSLogix RSLinx 

RSView 

Labtronics Magellan GC Chemstation     MSD 

Chemstation

ANTEK Sulfer Analyzer OXFORD Sulfur 

Analyzer

VISCPRO, ISL Alan Suite, Minyap VPS,  PCS 

Instruments

Knock Engine Automation System, Herzog Distillation 

Machine

Lube Spec, Fuel Spec Book, S&D Component 

for Shipping

Bohlin, BBRW, NWA Quality Analyst

Crude Manager LE

PIMS, RecipWin

Aspen DMCPLus

Marketview, Yahoo Messenger

SAP EC, Comply & Comply D, Medgate, 

WATER9

iNet, ISNET World irthNet, Cyber Rigs, 

TRI‐ME

ASI 2000, SecureKey, C*Cure, WIN‐PAK®, OnGaurd, TopTech, 

WinDSX

RMP, Tier 2 Submit, SINET, NFPA

Geometrix,  RMI, TSW, Halo‐

Portal, Dataflex

COADE 

CADD, CADWorx, Caesar II, PV‐Elite, 

CodeCalc

Solidworks 

eDrawings eModelViewer

Alias Piping Design, ArcGIS, Aide PDF to DXF 

Converter

BNA Health & Safety Reporter

TapRooT®, AlcoSensorBASEPage, 

Everbridge, SEEMS

American Dynamics, RASplus, Sony, DX100, Lenel, Rapideye

Demand Manager, SAP, TSW

MSDSFinder, MSDS.exe, 

LeakDAS, KMS,

Aspen Engineering Suite,  DMCPLus, Aspen IQ, Aspen 

Watch

CF PICOU, BR&E ProMax, 

Algor® Simulation, Hyprotech, C‐Factor

Bentley Systems AutoPlant P&ID MicroStation

PHAST, PHAWorks, Project Tracker

Corrosion Database 

Honeywell          TDC3000, DOC3000, Uniformance® PHD

Honeywell          TotalPlant®, ProcessTrend

Invensys       PRO/II, SIM4ME® 

Portal

Instrucalc Instrumentation Sizing Suite

Wonderware, Landworks

Honeywell          Business FLEX® Hybrid Control 

Designer

Honeywell          Profit Design Studio, 

Alarm Event Analyzer

Aspen Plus®, Aspen One, 

AspenTech Chromatography®, PIPE 2004, TASC+, 

Properties®

AspenTech    Adsim, Dynamics, Fired Heater™, FRAN™

AspenTech    ACOL+, Muse™, Batch Plus, APLE, Custom Modeler®

SAP, ZyTax, Create‐A‐Check

Hyperion® Financial Mgmt, 

Essbase®, Reports, Smart

SAP

TopTech

SAP

TopTechSAP

Trafxs

SAP

Pipe2008, Information 

Handling Services (HIS)

SAP, Datastream, Berwanger PPM PPDS, CME, PCMS

MobiControl, SKF Marlin, John Crane Seal Software 

Air Valve Location, hotwater, 

Gas200o‐Rural 

All Topos Maps, GID Surveyor, Leico Geosystems 

GIO

SAP, PP/TAS, TSW

SAP, Datastream

SAP, RIMS

Lube Order Management

LOM, Toptech, TopHat, Gaurdian

LOM, Toptech, ATI, Gaurdian

SAP

SAP, PP/TAS, LOM

SAP

SAP

SAP

CourseWorks, Course 

Management System

KnowledgeWire, Kaplan, TDC3000 

Expert Trainer Simulator

Aspen ICARUS

PlantState Suite,  Radar Master

Petro‐SIM, FlowCheck 3.0

OSI Soft PI, PIMI, WinCCU

WXIS, Mockingbird, Invensys

SAP

AP Indexer, ApplicationXtender®, DocLink, Dataflex

Honeywell Profit Expert

Primavera, MS Project, Impower, Project Tracker

TankMaster WinGuage3

900

Invensys SIMSCI, HCAMS, Allen 

Bradley

CIMPLICITY View, PHDDataExtractor 

Foxboro

Honeywell     Remote Performance 

Management, Process Scout, Experion 300

Woods Cross Information System, TrainView®, Gasboy, 

AIM

HOPS, SAP

Water9, Tanks 4.09D, SINET, Ricon+ 

Tulsa Action Register, Rigging 

Tracker 

TopTech, GaurdianDataflex

Tankfarm, Anita

Maximo, eTaskMaker

Maxitrack,        Q‐Vessel

eMonitor Factory, Maintenance 

Dossier, Triconex, Modsoft

Logic Master90, Symax50, Red Lion, PanelView, PanelBuilder, QuickBuilder

EZ Touch, Radius, Fastlook 

Intellution,       GE Fanuc        GE Multilin

TRIMM, GoTrain, PreVisor

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Strateg

icTactica

lExec

utio

n

Crude Acquisition

Develop Crude Term/Spot

Exchange Supply Strategy

Make and document Deal

Agree Crude Term/Spot Exchange Contracts

Vehicle and DOT Qualification

Schedule Crude Transportation

Process Crude Acquisition Orders

Negotiate Deal for Crude Cargos

Evaluate Economics of Crude Spot Purchases

Arrange Transportation and Actualize Movements (Crude P/L)

Plant Operations

Plant Strategy

EH&S Strategy

Plant Operations Planning

Plant Scheduling and Blend Planning

Assay Management

Plant Unit Optimization

EH&S Planning and Monitoring

Plant Operations

Plant Inventory Management/Yield

Accounting

Product Packaging

EH&S Operations

Lab Operations

Product Storage

Develop Inventory Stock Target

Strategy

Determine Inventory Stock Target Levels by Product/Location

Manage Terminal Operations

Manage Inventory

Collect Physical Inventories

Reconcile Book to Physical

Inventories

Supply Chain and Inventory Management

Strategic Network Strategy and Planning

Strategic Supply Agreement Establishment

Supply Chain Cost/Price Benchmarking

Supply Chain Planning

Supply Inventory Management

Strategic Supply Agreement Management

Spot Market/Supply Opportunity Management

Strategic Supply Agreement Settlement

Engineering and Maintenance

Long Term Maintenance and Turnaround

Planning

Engineering Planning

Engineering Design

Engineering/Maintenance Management

Maintenance Inventory Management

Asset Monitoring and Predictive Maintenance

Maintenance Execution

Primary Distribution

Strategic Transportation Strategy

Transportation Qualification

Primary Distribution Nomination/Scheduling

Spot Logistics

Primary Distribution Operations

Distribution Settlement

Secondary Distribution and Wholesale Marketing

Strategic Transportation Strategy

Pricing Strategy

Customer Strategy

Demand Forecasting and Forecast Monitoring

Secondary Distribution Scheduling

Wholesale/Rack Pricing

Customer Management

Commercial Sales

Allocation Management

Secondary Distribution Operations

Distribution Settlement

Order Management

Customer Service

Commercial Settlement

Business Administration

Corporate Strategy & PlanningHuman Resource

Strategy and PlanningInformation

Technology PlanningFinancial Planning

and Policy

Human Resources Mgmt & Control

Finance and Accounting

Management

Information Technology

Management

Legal & Intellectual Property

Management

Human Resources Administration

Information Technology Systems

& Operations

Finance and Accounting

Transactional Processing

Property and Facilities

Management

SAP, HOPSSAP

SAP, ADP EZ Labor,

Kronos

Primavera, MS Project,

Impower, Project Tracker

Datastream

Machinery Health Manager

TopTech, ATI, SAP (LOM),

Gaurdian

Honeywell LIMS Custom LIMS

Labworks

TopTech

MICIS

TSW, IVR

SAP

Trafxs

SAP Access DB

ABB Blender WinBlender

Delta V, Opto22

API-RBI VCEDamange

VCESageCompress

SmartpigsUltraPipe

ThermaCAM

SKF Vibration Analysis, Master Trend Vibration Analysis (CSI),

Emerson –Equipment

Health Manager

Engineering Execution

AutoCAD

Raster DesignMechnical, Electrical,

Navisworks, Inventor DWG TruView, VoloView Express

Geofields-GIS Delorme XMAP

LiqThermSpicer

Imagination

FactoryTalkRSLogix RSLinx

RSView

Labtronics Magellan GC Chemstation

MSD Chemstation

ANTEK Sulfer Analyzer OXFORD Sulfur

Analyzer

VISCPRO, ISL Alan Suite, Minyap VPS, PCS Instruments

Knock Engine Automation System, Herzog Distillation

Machine

Lube Spec, Fuel Spec Book, S&D Component

for Shipping

Bohlin, BBRW, NWA Quality Analyst

Crude Manager LE

PIMS, RecipWin

Aspen DMCPLus

Marketview, Yahoo Messenger

SAP EC, Comply & Comply D, Medgate,

WATER9

iNet, ISNET World irthNet, Cyber Rigs,

TRI-ME

ASI 2000, SecureKey, C*Cure,

WIN-PAK®, OnGaurd, TopTech,

WinDSX

RMP, Tier 2 Submit, SINET, NFPA

Geometrix, RMI, TSW, Halo-

Portal, Dataflex

COADE

CADD, CADWorx, Caesar II, PV-Elite,

CodeCalc

Solidworks

eDrawingseModelViewer

Alias Piping Design, ArcGIS, Aide PDF to DXF

Converter

BNA Health & Safety Reporter

TapRooT®, AlcoSensorBASEPage,

Everbridge, SEEMS

American Dynamics,

RASplus, Sony, DX100, Lenel,

Rapideye

Demand Manager, SAP, TSW

MSDSFinder, MSDS.exe,

LeakDAS, KMS,

Aspen Engineering Suite, DMCPLus, Aspen IQ, Aspen

Watch

CF PICOU, BR&E ProMax,

Algor® Simulation, Hyprotech, C-

Factor

Bentley Systems AutoPlant P&ID

MicroStation

PHAST, PHAWorks, Project Tracker

Corrosion Database

Honeywell TDC3000, DOC3000, Uniformance® PHD

Honeywell TotalPlant®,

ProcessTrend

Invensys PRO/II, SIM4ME®

Portal

InstrucalcInstrumentation

Sizing Suite

Wonderware, LandworksHoneywell

Business FLEX®Hybrid Control

Designer

Honeywell Profit Design Studio,

Alarm Event Analyzer

Aspen Plus®, Aspen One,

AspenTechChromatography®, PIPE 2004, TASC+,

Properties®

AspenTechAdsim, Dynamics,

Fired Heater™, FRAN™

AspenTechACOL+, Muse™,

Batch Plus, APLE, Custom Modeler®

SAP, ZyTax, Create-A-

Check

Hyperion®Financial

Mgmt, Essbase®, Reports,

Smart

SAP

TopTech

SAP

TopTech

SAP

Trafxs

SAP

Pipe2008, Information

Handling Services (HIS)

SAP, Datastream,

Berwanger PPM PPDS, CME,

PCMS

MobiControl, SKF Marlin, John

Crane Seal Software

Air Valve Location, hotwater,

Gas200o-Rural

All Topos Maps, GID Surveyor,

LeicoGeosystems

GIO

SAP, PP/TAS, TSW

SAP, Datastream

SAP, RIMS

Lube Order Management

LOM, Toptech, TopHat, Gaurdian

LOM, Toptech, ATI, Gaurdian

SAP

SAP, PP/TAS, LOM

SAP

SAP

SAP

CourseWorks, Course

Management System

KnowledgeWire, Kaplan, TDC3000

Expert Trainer

Simulator

Aspen ICARUS

PlantState Suite, Radar Master

Petro-SIM, FlowCheck 3.0

OSI Soft PI, PIMI, WinCCU WXIS,

Mockingbird, Invensys

SAP

AP Indexer, ApplicationX

tender®, DocLink, Dataflex

Honeywell Profit Expert

Primavera, MS Project,

Impower, Project Tracker

TankMasterWinGuage3

900

Invensys SIMSCI, HCAMS, Allen

Bradley

CIMPLICITY View, PHDDataExtractor

Foxboro

Honeywell Remote Performance

Management, Process Scout, Experion 300

Woods Cross Information System,

TrainView®, Gasboy, AIM

HOPS, SAP

Water9, Tanks 4.09D, SINET,

Ricon+

Tulsa Action Register, Rigging

Tracker

TopTech, GaurdianDataflex

Tankfarm, Anita

Maximo, eTaskMaker

Maxitrack, Q-Vessel

eMonitorFactory,

Maintenance Dossier, Triconex, Modsoft

Logic Master90, Symax50, Red

Lion, PanelView, PanelBuilder, QuickBuilder

EZ Touch, Radius, Fastlook

Intellution, GE Fanuc GE Multilin

TRIMM, GoTrain, PreVisor

Application Gaps and Overlaps

gaps

gap

gap

gap gapgap

gap

gapgap

gap overlap

overlap

overlap

overlapoverlapoverlaps

gap

overlap

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Scoring Area Scoring Criteria Description

Business Value 

Alignment with business objectives

How well does the application enable key business objectives?

Business criticality What type of impact does the application have to the business?

Business IntegrationTo what degree is the data and output of this app used by others?

Functional

Meets requirements How well does the application meet requirements? 

Functionality Scope How broad is the application scope?  (e.g. One stop shop)

Global Functionality Is the application local, regional, or global?

Usage How often is this application used?

Technical

Flexibility Can changes to functionality be made quickly with low cost?

Technology in‐line with roadmap

To what degree is the underpinning technology in‐line with the technology roadmap?

Application performance and scale

How well does the app perform and can it scale to support more users?

App. Rationalization Strategies

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Application Assessment Matrix

Business Value 

Low High

Eliminate / Freeze

Eliminate,Freeze, or Increase Value 

Renovate or Minimize 

Maintain 

Eliminate Eliminate or Increase Value 

Replace  Enhance 

Poor Good Poor Good 

Technical Condition 

Poor

Good

Technical

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Mergers Test Many PM Disciplines 

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Identification of risks and deal breakers

Costs and efforts to integrate

Transition and change readiness

Target state IT design

Execution of integration plans

Integration plans

IT synergies review Day 1 

planning

Decommissioning and synergy tracking

New acquisition

Business as usual

Integration Planning

Due Diligence

Post‐Merger Integration

Synergy Capture

Program Management &Change Management 

Disciplines

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Cultural Awareness was key 

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• Carl Jung defined 12 primary types of archetypes that symbolize basic human motivations

• Archetypes are believed to represent fundamental human motifs of our experience as we evolve, and thereby evoke deep emotions

• Most people have several archetypes at play in their personality construct

• However, one archetype tends to dominate a personality

• Understanding which archetypes are at play in oneself and others can provide useful insight into behaviors and motivations

• HFC IT employees felt overburdened and they didn’t have enough time to complete all the projects assigned to them

• People felt like IT management didn’t listen to them or communicate enough downward

• There was a lot of mistrust between IT team members in our refineries and corporate HQ

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• Change Control/Management Process and System Initiative

• People Initiativeo Career developmento Expectation for employees and supervisorso Responsibility matrix

• PMO Initiative

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Demand Management Framework

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Conceptual Model

Demand Management Framework

IT Supply Business Demand

IT Governance

Marketing

CustomerSupport

Billing

DWH

Business Support

IT Strategy

Finance

HR

Operations

Gated approval

Demand mgmt. & prioritization

Resource planning

Delivery Planning

IT Supply Management:• Project Delivery• Application Maintenance &

Support• Resource / Capacity Mgmt

Business Demand Management:• Business Process Management• Project Portfolio Management• Change Request Management• Issue / incident Management • Financial Management• Forecasting & Capacity Planning

IT/ Business Alignment & Strategy:

• Oversight and Approvals• Annual / On-Going Planning /

budgeting• Standards / Architecture

Management & Compliance• Vendor Management• Issue / Dispute Resolution

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Requirements• Define “What is a project?”

o 156 projects in 2016o 3 Programs (Infrastructure, Refinery Apps, Business Apps)

• Demand management• Resource management/allocation• Exception reporting• Hybrid evolution (bi-modal)• Reign in shadow IT

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A Dozen Steps for Success1. Hired a leader2. Attended meetings, took notes, and listened3. Hired a team (3 PMs)4. Built a content library with templates, processes, etc…5. Build relationships in the business; communicate!6. Documented all projects7. Selected a PPM tool8. Started small; built to all 9. Hired another resource due to demand! (Agile experience)10. Regular PMO status meetings (across business units)11. Added functionality over time12. Rewards and celebrate successes (People First)

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Example Communication

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PMO Tools & Techniques

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Structure & Resource Program

Benefits Tracking & Reporting

Risk Management

Change Management & Communications

Project Prioritization

Implementation Resourcing

Team Charter Integration Master Plan

Project Controlling

Benefits Tracking & Reporting (BTR)

Management Analyses

Risk ProfileRisk Mitigation Plan

Project Risk Prioritization

Change Readiness Assessment Tool

Stakeholder Mapping

Stakeholder Issues Assessment

Communications Strategy

Synergy Summaries

PMO Key tasks Key tools and techniques

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Managing Program Health

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ProcessAre we doing the right 

things?

ProgressAre we currently 

on track?

RisksAre we positioned to ensure 

success?

StrategyDoes the Project align with the corporate 

strategy?

OrganizationWill the organization be able to 

accommodate the change?

Scheduling, Budgeting, Resourcing, and Reporting

SAP Blueprint Mgmt/ Requirements Definition

Program Governance & Oversight Mechanism

Organization Implementation Risks

Business Change Readiness

Business OperationsWill the program satisfy key business 

requirements?

Business/Project Goal Alignment

Change Management

Business Process Implementation Risks

Technical Implementation Risks

Project Implementation Risks

Business Strategy Risks

TechnologyWill the technology infrastructure be 

adequate?

Business Case & Benefit Model

Technology Architecture Management

Technical Architecture Plan

Project Critical Path and Earned Value

Project ManagementIs the project being executed in an effective 

manner?

Focus on Benefits & Costs

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Transition Expenses

Current State Labor Cost Distribution

Better Demand Management / Value Delivery

Enhanced Consolidation

Efficiency

Process Efficiency / Maturity

Industry Wage Normalization

SeveranceRetraining /

Enhancing Internal Capabilities

Additional Management Capabilities &

Expense

Loss of Tax CreditsGain of Tax

Benefits

Benefits

Existing Cost Structure

Investments

Other Factors Additional

Addressability Cuts

Savings

Increased Costs

MIXED

BASELINE

Project Management – Focus on Benefit & Cost Drivers Illustrative

Bold

White

Key Levers

Secondary Levers

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Incredible Results Already• Drove savings of $1MM/year on a services

efficiency project within year 1• Pulled a critical project “out of the ditch” and

“back on track”• Adoption has been much faster than anticipated;

100% of IT Projects are managed by the PMO o HR, EH&S, Procurement and HEP have also adopted the process

• PMO uses Servant Leadership to improve morale and provide situational leadership opportunities

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Lessons Learned• “We’re here to help”• PM ≠ SME• Trust is key

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Outstanding Feedback

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Tips for Success

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Transition Wave Plan 

Key Steps in building a transformation roadmap

•Align on planning principles and guidelines with key stakeholders 

•A wave is a planning construct ‐ Logically group initiatives / projects based on their affinities

•Factor in other milestones that are external to the transformation – i.e. capital projects and contractual milestones for external providers

•Detail out Program Plan at each individual project within a Wave, marking critical path milestones

•Socialize the plan early on and ensure stakeholder buy‐in prior to engaging on the transformation 

•Maintain focus on Program Financials and Business Case

Wave 0Foundation

Wave 1A

Wave 2

Wave 3

Wave 1BWave 4Cap Stone 

External Milestones …

Detailed Program Plan 

Illustrative

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Questions

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