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ITIL© is a registered trademark of Axelos Limited. PRINCE2© is a registered trademark of Axelos Limited. PMBoK© is a registered trademark of Project Management Institute. © Cornerstone Service Management unless otherwise stated. Lisa Hodges Owner/Principal Consultant

Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

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Page 1: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

ITIL© is a registered trademark of Axelos Limited.PRINCE2© is a registered trademark of Axelos Limited.

PMBoK© is a registered trademark of Project Management Institute.© Cornerstone Service Management unless otherwise stated.

Lisa Hodges

Owner/Principal Consultant

Page 2: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

Well, guess what? They did it. I’m a believer and a PRINCE2 Practitioner.

Asked by several organizations two years ago if I would be interested in PRINCE2, I said no, unless:

• It’s better than what I already have (PMBoK), or

• It integrates more effectively with ITIL

• ……and by the way, Agile/Scrum seems to taking over the world, so why do I care?

Well, guess what? They did it. I’m a believer and a PRINCE2 Practitioner.

PRINCE2 is the most exciting thing to hit the US project management industry in years.

Page 3: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

PRINCE2 Too

• PRINCE2 and the PMBoKcomplement each other beautifully

How To with PRINCE2

• A practical, actionable method to manage and execute projects

The Value of PRINCE2

• A solution to problems that have plagued project managers and PMO’s for years

Page 4: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

• Comparing PRINCE2 and the PMBoK is not like comparing apples to apples – the two frameworks are not substitutes; they complement each other!

• Therefore, PRINCE2 and PMBoK are comrades, not competitors

• To be truly internationally qualified and effective, a project manager should have certification in both

• PRINCE2 offers the method to apply PMBoK knowledge

Page 5: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

An encyclopaedia of information on all things project management

The sum of ‘generally accepted’ project management knowledge and principles

A common vocabulary of project management terms

A pragmatic approach to project management

Industry agnostic – can be used for any type of project

Process-based, product-focused, and business case-justified

Prescriptive yet flexible - adaptable and should be tailored

Truly international

Page 6: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

Approach

Based on what a project manager should

do during a project to ensure delivery is on

time, within budget, with the minimum

amount of risk

Based on what a project manager should

know, focusing on standards for the practice

of project management

Style

Specifies ‘what’ project managers and the

project management team should do and

‘when’; leaves the ‘how’ open according to

varying circumstances

Wide variety of specific tools & techniques;

focus on ‘why’ to use them; ’ little guidance

for ‘how’ and ‘when’

Business

Case

Strongly emphasises the business case –

the heart of the project.

Focused more on executing project

management processes than continual re-

assessment of the business case

Project

structure

Emphasizes the project structure including

core roles – and is very clear on reporting

line and reducing project risk

No formal project structure description

DeliverablesConcentrates on the deliverables of a

project

More focus on process and people

management

Summary Focuses on successful project execution Focuses on the skills of a project manager

Page 7: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

Pre

req

uis

ite

s

PRINCE2 Foundation

None

PRINCE2 Practitioner

Provide proof of having passed one of the

following:

PRINCE2 Foundation

Project Management Professional (PMP)

Certified Associate in Project Management

(CAPM)

IPMA Level A® (Certified Projects Director)

IPMA Level B® (Certified Senior Project Manager)

IPMA Level C® (Certified Project Manager)

IPMA Level D® (Certified Project Management

Associate)

PMP Certification

A secondary degree (high school

diploma, associate’s degree, or the global

equivalent) with at least five years of project

management experience, with 7,500 hours

leading and directing projects and 35 hours

of project management education.

OR

A four-year degree (bachelor’s degree

or the global equivalent) and at least three

years of project management experience,

with 4,500 hours leading and directing

projects and 35 hours of project

management education

Page 8: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

Benefits of using PRINCE2:

• Established best practice – no need to re-invent the wheel

• Flexible, scalable, tailorable, transferable

• Active stakeholder engagement

• Provides consistency across project work

• Promotes continual improvement

Page 9: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

These elements create an environment that enables successful project management :

• Principles• Themes• Processes• Tailoring PRINCE2 to the project

environment

Page 10: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

PRINCE2 does not provide:Specialist aspects

• PRINCE2 is ‘generic’; not specific to a project type or industry and can be tailored for any organization

Detailed techniques• Well-documented proven project management techniques

already exist and can be used within the PRINCE2 methodology‐ Stakeholder Analysis

‐ Critical Path Analysis

‐ Earned Value Management

‐ Motivational Theory

Leadership capability• Defines specific responsibilities of project leadership roles;

relies on other bodies of knowledge to define how to lead

Page 11: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

» Continued Business Justification

» Learn from Experience

» Defined Roles and Responsibilities

» Manage by Stages

» Manage by Exception

» Focus on Products

» Tailor to Suit the Environment

.

Page 12: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

• The Project Manager’s toolbox

• Enable the PRINCE2 processes to be effective - if the process requires action the Theme provides guidance on how it should be done

• 7 Themes: Business Case

Organization

Quality

Plans

Risk

Change

Progress

Business Case

Organization

Quality

Plans

Change

Risk

Progress

Page 13: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

A requirement for a PRINCE2 project is that:

» There is a justifiable reason to start it

» The justification remains valid throughout the life of the project

» The justification is documented and approved

Continued

Business

Justification

Page 14: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

The purpose of PRINCE2’s Organization Theme

“… is to define and establish the project’s structure of accountability and responsibilities (the who?).”

Key Concepts• A temporary organization with defined roles and responsibilities

• Every project needs effective direction, management, control and communication

• Project’s structure of accountability and responsibilities (the who?)

• Customer/supplier environment

• Roles, NOT jobs

Defined roles and

responsibilities

Page 15: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

PRINCE2 focuses on three project interests.

Consider the difference between “stakeholders” and “decision-makers”

Copyright © AXELOS Limited 2009 PRINCE2® manual ref: P32

Business

SupplierUser

The Project

Page 16: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

Directing

Managing

Delivering

Pre-ProjectInitiation

Stage

Subsequent Delivery Stages

Final Stage

Starting Up a Project

Directing Project

Initiating a Project

Controlling a Stage

Controlling a Stage

Corporate or Programme Management

Project Board

Project Manager

Team Manager

Copyright © AXELOS Limited 2009 PRINCE2® manual ref: P33

Managing Product Delivery

Managing Product Delivery

SB SB CP

Page 17: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

Business User and Supplier Project

Assurance

Change Authority

Team Manager(s)

Project Support

Project Manager

Team Members

Corporate or Programme Management

Senior User(s) ExecutiveSenior

Supplier(s)

Project Board

Copyright © AXELOS Limited 2009 PRINCE2® manual ref: P33

From within theproject team

From the supplier

From the customer

Lines of authority

Lines of support/advice

Project Assurance responsibility

Page 18: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

Directing

Managing

Delivering

Pre-ProjectInitiation

Stage

Subsequent Delivery Stages

Final Stage

Starting Up a

Project

Directing Project

Initiating a Project

Controlling a Stage

Controlling a Stage

Managing Product Delivery

Managing Product Delivery

SB SB CP

Copyright © AXELOS Limited 2009 PRINCE2®

Page 19: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

Management Products• Baseline Management Products

Define aspects of the project and, once approved, are subject to Change Control, e.g. Business Case

• Records

Dynamic management products that maintain information regarding project progress, e.g. Risk Register

• Reports

Management products that provide a snapshot of the status of certain aspects of the project, e.g. Highlight Report

Specialist products• Vary, determined by type of project

Page 20: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

Project Board/Change Authority

Request for adviceRequest for advice/

Exception Report

Capture Examine Propose Decide Implement

• Determine

issue type

• Determine

severity/

priority

• Log/

Register

• Assess impact

on project

objectives/

Business Case

and project risk

profile

• Check severity/

priority

Daily Log or

Issue Register/Issue Report

• Identify

options

• Evaluate

options

• Recommend

options

• Escalate if

beyond

delegated

authority

• Approve, reject

or defer

recommended

option

• Take

corrective

action

• Update

records and

plans

Page 21: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

“… is to identify, assess and control any potential and approved changes to the baseline.”

A prerequisite of effective issue and change control is the establishment of an appropriate configuration management system.

Issue and Change Control

Configuration Management

Purpose of the Change Theme

Page 22: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

Planning

• Level of configuration management required and how to achieve this

Identification

• Unique identification of each product and version

Control

• Nothing moves or changes without authorization

Status Accounting

• Reporting on current and historical data – Product Status Account

Verification and Audit

• Reviews and audits to check actual product state against records held

PRINCE2 Configuration Management Procedure

……..look familiar?

Page 23: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

Quality Audit Trail

Customer’s Quality

Expectations

Acceptance Criteria

Quality Planning

Project Product

Description

Quality Management

Strategy

Product Descriptions

Quality Control

Quality Register

Products Produced

Products Quality Checked

Quality Register Updated

Acceptance Criteria

Sign-off!!

Copyright © AXELOS Limited 2009 PRINCE2®

Page 24: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

• Lessons learned captured at each stage boundary

• Used in go/no go decision

• Knowledge is transferred at each stage

Effective Quality

Improvement

CHECK

PLANACT

DO

Time Scale

Ma

turity

Leve

l

Consolidation of the level reached

i.e. Baseline

Business

IT

Alignment

Plan

Do

Check

Act

Project Plan

Project

Audit

New Actions

Continuous quality control and consolidation

A culture of continual improvement is embedded from the

beginning of the project.

Page 25: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

7 Principles

7 Themes

7 Processes

Management Products

Page 26: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

1. Train your organization to use the PRINCE2 method• Project teams, key stakeholders, sponsors, project managers

• Workshops/Simulations, Foundation, Practitioner

2. Tailor the PRINCE2 approach• Customize project artifacts, create templates (or borrow them)

• Integrate industry specify specialist products

3. Refine and continually improve with PMBoK• Project management body of knowledge as an ‘encyclopedia’

• Utilize specific tools & techniques as needed

• Study for the PMP; use PRINCE2 to achieve required experience hours

4. Evolve to higher levels of maturity and integrate complimentary practices

• MSP, MoR, ITIL, PRINCE2 Agile, RESILIA

Page 27: Lisa Hodges Owner/Principal Consultant€¦ · Business Case Strongly emphasises the business case – the heart of the project. Focused more on executing project management processes

© Cornerstone Service Management unless otherwise stated.

To learn More:

• http://www.axelos.com/prince2too

• http://csme.us/prince2-too/

• https://www.axelos.com/best-practice-solutions

• @prince2too

Connect with Lisa Hodges on LinkedIn [email protected]