Webinar ITM Platform: Agile Deployment of Project Portfolio Management (PPM)

Agile Deployment of Project Portfolio Management (PPM)

Martin GloverPrincipal Consulting [email protected]

Isidora RoskicWebinar Coordinator– ITM Platform

[email protected]

mailto:[email protected]



Why are we offering this webinar?

Implementation at 300+ organizations: success stories and failures

Because we want you to be successful. ITM Platform stands out by offering:

A system that facilitates uptake

It can be used from day one

It requires no consultants

All the benefits of PPM

An affordable price for any organization

The key lies in change management

The tool is necessary, not sufficient

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PPM Deployment as an Agile Project Deployment as an Agile Project

General Level of maturity

Average

High

Ask for your deployment Kanban template

Template

https://app.itmplatform.com/itmrozas/UserPages/ProjectDetails.aspx?ID=17642&frm=4

Design of the Organization

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Decide what is standardized and centralized

General

ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT

Level of maturity

Approval criteria Supplier rates / Standard costs Document formats

Terminology Oversight criteria Resource management Reports

ITM

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tem

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First the “what” and then the “how”

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Agile, Predictive (Gantt)... or both?

General


Level of maturity

The agile method tackles uncertainty very well The predictive method tackles certainty very well They should both be used and measured equally Their have very different dynamics, requiring project

managers who know how to adapt They can - and often should - coexist within the same

portfolio

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Skills of the Project Manager 1

Average level

Level of maturity


Progress oversight Economic oversight Procurement / revenue Risks Project communication Resource allocation

ITM

Pla

tform

tem

plat

es

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Is a Project Management Office (PMO) necessary?

1

High level


Level of maturity

Level of maturity Level of chaos Organizational complexity Nature of the business Project independence Project leaders Strategic alignment

A PMO allows levels of coordination to be reached that cannot easily be reached with an ordinary organizational structure.

A PMO provides strategic focus.

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Methods and Method Frameworks

1

High level

Process standardization Existing models Level of m

aturity


Best practices or standard practices?

Change Management

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Define a Sponsor

2



Support for project-based management should come from company management.

Deployment must have a leader.

If you lack the above, don’t even try: resistance from the organization will prevent you from achieving success.

Obtain support from company management before taking any action


Top-down approach (“pincer” effect, part 1)

2

General Compulsory Control models Report-based oversight

Risks Documents Budgets Progress...

Level of maturity


Top-down

Bottom-up

No oversight meeting without standardized information recorded in the system


Bottom-up approach (“pincer” effect, part 2)

2

General Evangelization Training Active listening Reality

Level of maturity


Top-down

Bottom-up

“PPM is compulsory, but because it adds value to your work”


Focus on a Quick Start

2



Choose your first move wisely.

Well-trained, aligned people.

Projects conducive to good organization.

Measure results well to enable comparison.

“Ensure success for your first moves by choosing the context well”


Share the Value

General To Management Portfolio vista

To Project Managers Plan, control, resources

To Team Members Collaboration, visibility

To Stakeholders Information

2

Level of maturity


Everyone needs to see benefits in PPM


Best Performers

2

Average level


Level of maturity

Highlight those who best involve themselves

Start with those informal leaders

Foster online collaboration: the best will pull the others along

Configuration of ITM Platform

❸


Quick Setup

3

General Organizational units Professional categories Users Project types

Level of maturity



Reporting

3

General

Level of maturity


Public and private reports Oversight reports


Cost Control

3

Average level

Standard costs Costs per professional category Suppliers Budget per project

Level of maturity



Revenue control

3

Average level

• Clients• Revenue: fixed and hourly• Billing status

Level of maturity



Communications

3

Average level

• General configuration• Default configuration• Default templates

Level of maturity



Custom configuration per use 3

High level

Risks Assets


Level of maturity

Processes Workflow

Life cycle Corporate

Average level


Strategic alignment 3

High level

• Strategic plans and targets• Program-based alignment


Level of maturity


3 ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT

+ +

❹

Step 1 first, then step 2...

Yes, but what are the steps?


Alone or with help?

4 ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT

The QuickStart program - online or through partners - can give you everything you need in

seven days

If you get on it every day, the tool works: you will get in shape.

If you lack the time, resources or ability to convince others, you need help.


Conclusions1. Decide and define what is centralized / standardized

2. Adopt an organizational model

3. Embark on simple processes

4. Ensure you have support from company management

5. Offer training, convince others and add value.

6. Harness ITM Platform to promote all internal issues

7. Consider whether you need help

8. And... use the Kanban template from this webinar

Questions and comments

This is a good time to register on ITM Platform:

Type www.itm.pm

Martin GloverCXO – Principal [email protected]

Isidora RoskicWebinar Coordinator– ITM Platform

[email protected]

http://www.itm.pm/




Software

Webinar ITM Platform: Agile Deployment of Project Portfolio Management (PPM)