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    Applying Artificial Intelligence to Project Management  

    A Guide to the Project Management Body of Knowledge: PMBOK 6th Edition 2017

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    Microsoft Project 2019 Step by Step

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    Managing Enterprise Projects: Using Project Online and Microsoft Project Server 2019

    Program and PMO: SAFe Scales to the C Suite
    PMConnection Articles

    San Diego, California. October 2, 2019. Global SAFe Summit

    I sat anxious in the crowd of 2,100 people. The stage was empty and the lights were dimmed but I was in awe of the incredible investment in the video screens that spanned the entire front of the coliseum. They had to be 30 feet tall! The music system was cranked and I felt as if the concert was about to get started. It reminded me of that commercial from years ago; "Our rocskstars are not like your rockstars".


    But I wasn't at this event for the hype of the "show". I was there to learn the latest incremental advances with respect to scaling agile. The intent is to share that information with the rest of my organization, so we can help our clients deliver value more quickly. I was also there and to share some of my learnings over the years with other attendees.


    First up to speak was the CEO of Scaled Agile, Mr. Chris James. This guy is pretty cool. I don't recall a lot of what he said, but I captured some numbers. There were 570 companies represented at the event as well as 35 different countries. The company that I work for MI-GSO|PCUBED was one of 78 different partners who were in attendance. One additional stat to mention is that I am one of nearly 600 people around the world who hold the SPC [SAFe Program Consultant] certification.

    The final statistic to mention is the fact that as of this article, ½ Million people have been trained on Scaled Agile Framework. That's a pretty impressive number!! Pictured below is Chris James, CEO of Scaled Agile.


    The next speaker was Mr. Dean Leffingwell. He is the Co-founder of Scaled Agile and the Chief Methodologist.

    I wasn't prepared for what came next; SAFe version 5.0. To give you a little background I have been working with SAFe, the Scaled Agile Framework since 2016. I have always found the framework valuable for helping align the various programs and teams that I work with towards a common goal. In that time, I have seen the framework get updated twice. But they were minor, incremental changes. Given my background in business management and portfolio management, I always felt that the Scaled Agile Framework was a little "soft" at the top. In other words lacking some processes and templates to truly guide and organization from the top down. But not anymore!


    You will notice from the screenshot of the SAFe Big Picture for 5.0, there is now a blue band at the top for Business Agility. At this point, I sat up straight in my seat. Dean had my attention for sure! He went on to explain the number of many, and I mean MANY enhancements to the Big Picture.

    Again, let me try to put this into perspective, if I held up the previous two versions of the SAFe Big Picture, you would be hard pressed to find the differences. But one glance in comparing this 5.0 version to its predecessor it would be easy to spot many variances.

    I won't even begin to highlight some of the changes, there are just too many for this article. But what I will share is that this dawned on me; this picture has become rather complex to ME….someone who has been practicing and training on this topic for years. How on earth would a new user get their head around all of this? Or even worse yet, where do I begin in advising the next executive that SAFe really does work and will help their organization?


    It was about this time in the presentation that it was revealed that a new tab had been added to the "Configurable" Big Picture. It is the 'Overview' tab:

    This is it! A more simplistic view that shows at a high level how SAFe puts the customer in the center and the various benefits it offers at a high level. And just like the Big Picture view, this is not just an image. This page is interactive which allows the user to click on any icon to drill into more details.

    At this point in time, SAFe 5.0 is still in Preview mode. However, anyone can access it from this link: https://v5preview.scaledagileframework.com/# I encourage you to click around and learn!!

    It was stated that SAFe 5.0 will move to a "Production" state in January.

    As I write this article, I guess I shouldn't have been too surprised about this addition of Business Agility. One of the activities that all attendees completed at this SAFe Summit last year (2018) was create a backlog of features or enhancements that could be made to the framework. It was pretty unanimous that Business Agility was a gap. I tip my hat to Scaled Agile; they listened to their customers and responded. I look forward to leveraging some of these new tools found within the drawer of the Business Agility toolbox to assist executives in identifying THEIR customers, what products, services or features they need and how to quickly provide that value while at the same time helping them to build a learning organization that focuses on relentless improvement and an innovative culture.

    SAFe has now scaled to the C Suite!

    You may also find this article of value; What's New in SAFe 5.0

    Note: You may find this book helpful:

    Posted by webadmin on Wednesday, November 06 @ 06:25:13 CST (1486 reads)
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    Program and PMO: Hey Google....Talk to SAFe FAQ
    PMConnection Articles

    If you have Google Assistant (Google Home, Google Mini or Google Hub) simply say "Talk to SAFe FAQ".

    Google will connect to the SAFe FAQ database and ask how to help.

    Now simply ask a question like; "What is an iteration?", "What is a Roadmap?", or "What is a System Demo?"

    Google will then comb through the latest version of the SAFe Glossary - Scaled Agile Framework Terms and Definitions to find the definition.

    For the best experience, it is recommended that you work with the Google Assistant App on your phone or Google Hub so that you can read the term as well as hear the words.

    Note: You may find this helpful:

    Posted by webadmin on Tuesday, October 01 @ 16:34:55 CDT (439 reads)
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    Program and PMO: Top 5 of 2018
    PMConnection Articles

    Below are the top 5 most visited items from each category within our Research Center for 2018. 

    If you missed any previous newsletters, this is a great way to catch up!!

    Project Management

    1. Is It a Task or a Project? video

    2. Build and support exceptional teams

    3. Kanban User Cheat Sheet - Agile

    4. 126 Construction Project Management Forms and Templates

    5. Project Management Salary Survey 2017

    Microsoft Planner

    1. Conquer time with new features in Microsoft Planner

    2. New Features in Planner

    3. 5 Smart Tips for Organizing in Microsoft Planner

    4. Microsoft Planner: A Change Management Solution for Office 365

    5. When is a plan not a plan


    Microsoft Project

    1. How to Put Baseline Information on a MS Project Timeline

    2. Are You Using the Team Planner View Feature in Microsoft Project?

    3. Add a Calculated Status Indicator to Detail Tasks

    4. Newly Released Agile Capabilities in MS Project

    5. Using agile alongside waterfall in Project - video




    1. 200 Free PMP Exam Prep Questions

    2. How to Upgrade Yourself to PMBOK Sixth Edition

    3. 20 Free PMP Exam Prep Questions

    4. 200 Free PMP Exam Prep Questions

    5. Agile and PMBOK Guide Sixth Edition - Video



    Program Management and PMO

    1. Questions You Should Ask When Implementing a PMO

    2. 5 Ways to Bring Project Managers To The PMO

    3. PMO Management: The Global Challenge To Stay Relevant

    4. 5 Ways To Track PMO Success

    5. How to Bulletproof your PMO

    Scaled Agile Framework

    1. Epic Lean Business Case Template

    2. Value Stream Definition Template

    3. Team Roster Template

    4. Foundations of the Scaled Agile Framework SAFe 4.5 - Video

    5. SAFe Lean Agile Principles



    Project Online or Microsoft Project Server

    1. How to Create a Project Online Power BI Center

    2. Project Online: Now with Conditional Access 

    3. Leading the way with Project Online

    4. Template for the perfect General Data Protection (GDPR) rollout - video

    5. Moving your PMO to the Cloud - Why You Can't Afford to Miss the Wave - Video



    Portfolio Management

    1. Advancements in project portfolio management of technology investments

    2. How to Align Projects with Your Organization's Mission, Goals, & Strategies - video

    3. 4 Ways to Improve Executive Sponsorship 

    4. Keep, Kill, Reconsider - Strategies For Improving Governance

    5. How to Scale Your Business        



    Innovation Management

    1. A Systems Approach to a Research University's Research and Innovation Strategy

    2. Four Steps to an Effective Innovation Process

    3. Innovation Management in Swedish Municipalities

    4. Some Aspects Regarding the Competitive Innovation Management

    5. When Project Management Meets Design Theory



    Great Websites

    1. AlchemyWorks Projects 

    2. VivifyScrum - Agile Project Management Tool

    3. Project Management Qualifications

    4. Free Business Documents Templates

    5. The Stable Workshop

    You may find this helpful:

    Posted by webadmin on Monday, January 07 @ 15:53:52 CST (4751 reads)
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    Program and PMO: DAD vs SAFe vs Scrum
    PMConnection Articles

    The following table has been developed to quickly compare the three different methodologies of DAD, SAFe and Scrum along-side their seven respective domains of; roles, processes, artifacts, benefits, complexity, usage, and tools.






    What is DAD?

    What is SAFe?

    What is Scrum?


    Primary Roles:

    • Team Lead

    • Product Owner

    • Architecture Owner

    • Team Member

    • Stakeholders

    Secondary Roles

    • Independent Testers

    • Specialists

    • Domain  Expert

    • Technical Expert

    • Integrator


    • Product Owner

    • Scrum Master

    • Team


    • Product Management

    • Release Train Engineer

    • System Architect

    Large Solution:

    • Solution Management

    • Solution Train Engineer

    • Solution Architect


    • Lean Portfolio Management

    • Epic Owners

    • Enterprise Architect

    • Product Owner

    • Scrum Master

    • Team



    • Form Initial Team

    • Develop Common Vision

    • Align with Enterprise Direction

    • Explore Initial Scope

    • Identify Initial Technical Strategy

    • Develop Initial Release Plan

    • Secure Funding

    • Form Work Environment

    • Identify Risks

    • Develop Initial Test Strategy


    • Produce a Potentially Consumable Solution

    • Address Changing Stakeholder Needs

    • Move Closer to a Deployable Release

    • Improve Quality

    • Prove Architecture Early


    • Ensure the Solution is Consumable

    • Deploy the Solution


    • Grow Team Members

    • Govern Delivery Team

    • Leverage and Enhance Existing Infrastructure

    • Address Risk

    • Improve Team Process and Environment

    • Coordinate Activities


    • Establish Strategic Themes

    • Define Epics

    • Create Portfolio Backlog

    • Create Portfolio Kanban

    • Align Budgets to Value Streams

    Large Solution

    • Define Capabilities

    • Create Large Solution Backlog

    • Create Large Solution Kanban

    • Conduct Solution Planning

    • Conduct Solution Demo


    • Define Features

    • Create Program Backlog

    • Create Program Kanban

    • Conduct WSJF

    • Conduct PI Planning

    • Establish PI Objectives

    • Conduct System Demos

    • Conduct Inspect and Adapt


    • Define User Stories

    • Create Team Backlog

    • Prioritize User Stories

    • Create Sprint Backlog

    • Execute Sprint

    • Conduct Daily Standups

    • Conduct Review

    • Conduct Sprint Retrospective

    • Define User Stories

    • Create Sprint Backlog

    • Conduct Sprint Planning

    Execute Sprint

    • Conduct Daily Standups

    • Conduct Sprint Review

    • Determine if shippable product

    • Conduct Retrospective


    • Initial Vision and Funding

    • Business Roadmap

    • Technology Roadmap

    • Initial Requirements

    • Release Plan

    • Initial Architectural Vision

    • Iteration Backlog

    • Consumable Solution

    • Funding and Feedback



    • Investment Themes

    • Business and Architecture Epics

    • Portfolio  Backlog

    • Portfolio Vision



    • Product Roadmap

    • Vision

    • Program Backlog

    • Team Backlog

    • NFR's

    • Architecture Runway

    • Business and Architecture Features

    • Metrics


    • Team Backlog

    • Team PSI Objective

    • Sprint Goals

    • Working Software

    • Spikes

    • Metrics

    • Product Backlog

    • Sprint Backlog

    • Burn-Down Chart

    • Increment


    • Proven, well documented and flexible

    • Clear roles, artifacts and events

    • Scalable from 2, 3 or 4 levels

    • Hybrid framework

    • Flexible

    • Phases with milestones support large scale agile delivery

    • Geared for individual teams or small organizations

    • Easier to implement than DAD or SAFe

    • The basis or the foundation in which both DAD and SAFe are built upon






    Scalable throughout entire organization – Not prescriptive.

    Scalable throughout entire organization – Very prescriptive.

    Team Level


    • Microsoft TFS

    • Blueprint

    • The Enterprise • Transformation Advisor

    • MethodPark Stages

    • IBM Rational Method Composer (RMC)

    • Atlassian - JIRA

    • Microsoft - InCycle

    • CA Technologies - CA Agile Central

    • VersionOne - VersionOne

    • Allocable

    • One2Team

    • Sciforma

    • Target Process

    • SmartCore

    • AgileZen

    • VersionOne

    • CA Agile Central

    • YouTrack

    • GitLab

    • JIRA

    Note: You may find this book helpful:

    Posted by webadmin on Tuesday, January 09 @ 00:01:01 CST (21274 reads)
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    Program and PMO: Top 5 of 2016
    PMConnection Articles

    Below are the top 5 most visited items from each category within our Research Center for 2016. 

    If you missed any previous newsletters, this is a great way to catch up!!

    Project Management

    1. Project Assumptions - Podcast 

    2. 21 PM Templates for $20

    3. Don't Mind Failure: An Interview with the Scientist behind the Mars Rovers

    4. Skilling Up for a Project Management Career

    5. Scaled Agile Framework White Paper



    Microsoft Project

    1. Microsoft Project 2016 Preview: Multiple Timelines

    2. Mastering Formulas in Microsoft Project

    3. Postponing a Microsoft Project Schedule

    4. Using Budget Resources - video

    5a. Using the Ribbon in Microsoft Project - Video

    5b. 30 Second Report - video



    Microsoft Project Templates

    1. Commercial construction project plan

    2. Project Management Plan

    3. Engineering project Plan

    4. Website Development

    5. Agile Project Management




    1. How to prepare for your PMP Exam. Step 7: What to Expect on Your PMP Exam Day - Video

    2. The Complete Guide to PMP 35 Contact Hours of Project Management Education

    3. How to prepare for your PMP Exam. Step 5: Study Tips and Techniques - video

    4. Getting Recertified and Earning PDUs - video

    5. What you need to know about the upcoming PMBOK® Guide 6th Edition



    Program Management and PMO

    1. A Five-Phase Approach to Launching a PMO

    2. How to Set Up Project Management Office - Video

    3. Building a PMO that Helps Vendors Work Together

    4. Using Project Management Office (PMO) To Improve Project Management Abilities

    5. Measuring your way to failure?



    Microsoft Project Server or Project Online

    1. 3 new enhancements to Project Online

    2. Understanding security in Project Online and Project Server 2013 - Slides 

    3. Project Portfolio Dashboard App

    4. The Power of Resource Engagements – Project Online

    5. Project Online: Server Settings - Missing Security Options



    Portfolio Management

    1. Project Portfolio Management defined

    2. Project Portfolio Management (PPM) - Video

    3. 2016 Project Portfolio Management Trends 

    4. Top 10 Reasons for Project Portfolio Management (PPM) Failure

    5. Project Evaluation Template         



    Innovation Management

    1. Global Dynamics of Innovation and Project Management

    2. 10 Rules for Managing Global Innovation

    3. How to Get Buy-in and Resources for Enterprise Innovation

    4. Innovating vs. Operating

    5. Seven Strengths for Innovative Leaders and Teams - Videos



    Great Websites

    1. Project Management PrepCast 

    2. PM Study Coach

    3. Certified PMO Director 

    4. Online PM Courses

    5. 4PMTI

    You may find this helpful:

    Posted by webadmin on Thursday, December 29 @ 10:13:41 CST (4222 reads)
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    Program and PMO: Agile Throughout The Enterprise
    PMConnection Articles

    Tons of Articles, Videos, Podcasts and Templates related to Agile, Kanban and Scrum can be found in our ever growing database.  They can be sorted alphabetically, by date added, by rating or by popularity.  See the full list here.


    You may find this book helpful:

    Agile Project Management

    Posted by webadmin on Thursday, August 11 @ 12:07:13 CDT (6512 reads)
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    Program and PMO: Top 5 of 2015
    PMConnection Articles

    Below are the top 5 most visited items from each category within our Research Center for 2015. 

    If you missed any previous newsletters, this is a great way to catch up!!

    Project Management

    1              How to Get Started in Project Management

    2              10 Signs You’re a Project Manager

    3              $ Coaching on Project, Program or Portfolio Management

    4              The Common Pains from Poor Project Management

    5              Project Management Statistics for 2015



    Microsoft Project

    1              10 Signs You Don’t Really Know Microsoft Project - video

    2              Microsoft Project - The Most Popular Project Management Software - See Statistics Here

    3              Make the switch to Project 2013 – video

    4              422 Microsoft Project; Fields, Terms and Definitions

    5              Microsoft Project Pro for Office 365: An Overview - video



    Microsoft Project Templates

    1              Agile Project Management

    2              Commercial Construction

    3              Agile Project Plan

    4              802.11 Master Development Schedule

    5              $ PMP Exam Prep Plan  




    1              $ PMP Application Template in Excel

    2              100 Free Questions

    3              How To Get The PMP Certification – Video

    4              How PMP’s are making a difference around the world

    5              50 Free PMP Exam Prep Questions



    Program Management and PMO

    1              6 Steps to a Successful Project Management Office

    2              How PMOs can balance time, cost and quality

    3              Talent Management: Powering Strategic Initiatives in the PMO

    4              Must-Have Practices to Enrich Your PM Capability

    5              Your Resources Are Falling Through The Cracks 



    Microsoft Project Server

    1              Create your own carousel on the PWA home page!!

    2              Free Training on Microsoft Project, Project Online and Project Server

    3              Microsoft’s Vision and Roadmap for Work, Project, and Portfolio Management – video

    4              Bulk update custom fields and create project sites from a workflow

    5              7 Ways to Sustain Adoption of your PPM Solution, Post-Implementation



    Portfolio Management

    1              99 Portfolio Management Terms

    2              One Page Plan for Successful Portfolio Management

    3              Project Portfolio Management Overview - Video2          



    Innovation Management

    1              Building innovation into project management

    2              Managing Innovation from Concept to Cash

    3              5 Ways to Innovate Now

    4              Project Management vs Innovation: Friends or Foes? - Slides

    5              Managing Your Innovation Portfolio




    1              $ The Goal Calculator

    Note: You might find this helpful:

    Posted by webadmin on Tuesday, March 01 @ 23:51:23 CST (6803 reads)
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    Program and PMO: 84 Program Management Terms
    PMConnection Articles

    84 Program Management Terms and Definitions
    - All Free!
    - Includes definitions
    - Within a searchable database
    - No Login Required

    See all 84 Project Management Terms and Definitions here:


    Posted by webadmin on Wednesday, December 24 @ 11:55:19 CST (20038 reads)
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    Program and PMO: MSP® Glossary Terms and Definitions
    PMConnection Articles

    Within this database you will find all 84 terms and definitions located with the Managing Successful Programmes Glossary, the 2011 Edition.

    Expand your Program Management vocabulary, or if you are studying for one of the MSP® Certification exams, you can use this site like flashcards to help you memorize the definitions.

    MSP® Glossary Terms and Definitions here.

    Note: You may find this book helpful:

    Posted by webadmin on Saturday, December 20 @ 11:35:11 CST (7076 reads)
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    Program and PMO: Managing Successful Programs (MSP®) - Book Summary
    PMConnection Articles

    These are summary notes from the 2011 Edition.

    Image result for managing successful programmes book

    1.       Introduction

    1.1.    Purpose of this guide – Represent proven best practices in Program Management

    1.1.1.  MSP is based upon 3 core concepts              Principles              Governance Themes              Transformational Flow

    1.2.    What is a Program? – A temporary, flexible organization created to coordinate, direct and oversee the implementation of related projects and activities in order to deliver outcomes and benefits related to the organization’s strategic objective.

    1.3.    What is Program Management? – The action of carrying out the coordinated organization, direction and implementation of a dossier of projects and transformation activities to achieve outcomes and realize benefits of strategic importance to the business.

    1.3.1.  Program Management aligns e key organization elements:              Corporate Strategy              Delivery mechanism for change              Business-as-usual environment

    1.4.    Why use Program Management? – To help organization successfully manage complex change

    1.5.    The Program Management Environment

    1.6.    Types of Programs

    1.6.1.  Vision-led

    1.6.2.  Emergent

    1.6.3.  Compliance

    1.7.    Program Impact – Program Impact Matrix:

    1.7.1.  Y Axis               Specification-led               Business Transformation               Political

    1.7.2.  X Axis               High              Medium              Low

    1.8.    When to use MSP?

    1.8.1. See Y axis above, or any time there is high level of complexity or ambiguity

    1.8.2.  A program is always planned and managed with an end in mind

    1.9.    Best Management Practice Guidance – Lists other publications

    1.10.Some MSP Terminology

    1.10.1.    Corporate Strategy

    1.10.2.    Corporate Policy

    1.10.3.    Program Governance Strategies

    1.10.4.    Program Plans

    1.11.How to use this guide

    2.       Program Management Principles

    2.1.    Introduction – MSP provides a framework for understanding all programs

    2.2.    7 Principles

    1.       Remain Aligned to Corporate Strategy

    2.       Leading Change

    3.       Envisioning and communicating a better future

    4.       Focusing on the benefits and threats to them

    5.       Adding value

    6.       Designing and delivering a coherent capability

    7.       Learning from Experience

    2.2.1.  Remain Aligned to Corporate Strategy              Program and Business Case must be both robust and flexible              Program Management is agile and adaptive

    2.2.2.  Leading Change              Leadership must:                     Provide clear direction                     Gain trust                     Engage stakeholders                     Appoint the right people                     Live in uncertainty                     Solve problem and create novel solutions                     Support the transition until new methods are established              The capability that the program will deliver is defined in the Blueprint              Blueprint meets organizations needs              A program is a learning organization              Programs perform better when management assumes an attitude of being learners

    3.       Governance Themes

    3.1.    Program Organization

    3.2.    Vision

    3.3.    Leadership and Stakeholder Engagement

    3.4.    Benefits Management

    3.5.    Blueprint Design and Delivery

    3.6.    Planning and Control

    3.7.    The Business Case

    3.8.    Risk and Issue Management

    3.9.    Quality and Assurance Management

    3.10.Program Mandate is the first stage of the Business Case

    3.11.SRO – Senior Responsible Owner

    3.12.BCM – Business Change Manager

    3.13.Sponsoring Group

    3.14.Program Board

    4.       Program Organization

    4.1.    Need:

    4.1.1.  Roles

    4.1.2.  Accountability and Responsibility

    4.1.3.  Management and Reporting Structure

    4.2.    Program Management is most effective when issues are debated freely and risks are elevated openly

    4.3.    Program Board = SRO, Program Manager, BCM

    4.4.    Principles for effective leadership

    4.4.1.  Create vision of future, communicate and inspire

    4.4.2.  Empower decision making

    4.4.3.  Commitment and authority to:              Ensure correct resources are available              Influence and engage with stakeholders              Balance program priorities with business              Focus on realization of business benefits

    4.4.4.  Skills and experience to actively manage:              Culture and people issues              Finances and conflicting resource demands              The coordination of the projects              Risk identification, elevation and management

    4.5.    Sponsoring Group

    4.5.1.  Investment decision

    4.5.2.  Define direction of the business

    4.5.3.  Ensure alignment of program with strategic objectives

    4.5.4.  Responsibilities of Sponsoring Group              Provide organizational context of Program              Authorizing program mandate              Authorizing program definition              Participate in end of tranch reviews              Authorize funding              Resolve issues between programs              Authorize strategic direction              Authorize the progress              Lead by example to implement values           Provide commitment and endorsement           Appoint SRO           Authorize Vision Statement           Authorize delivery and sign off

    4.6.    SRO

    4.6.1.  Responsibilities of SRO               Create and communicate vision               Provide leadership and direction              Secure investment              Ensure program delivers capability, achieves outcome and realizes benefit              Establish governance              Ensure viable business case              Interface with stakeholders              Monitor strategic risks              Maintain alignment with organizational strategy           Assurance and Audit reviews           Ensure program is organized properly           Appoint, Chair and set priorities for program board

    4.6.2.  Key attributes of a SRO              Have seniority for the responsibilities and accountabilities of the role              Be proactive and visible as the driving force behind the Program              Possess strong leadership and decision making skills

    4.7.    Program Board – Established by the SRO

    4.7.1.  Responsibilities of the program board              Define acceptable risk profile and threshold              Ensure program delivers within boundaries              Resolve conflicts between projects              Assure integrity of benefits profile and realization plan              Maintain focus on Blueprint              Provide assurance for operational stability and effectiveness through delivery cycle

    4.7.2.  Membership of program board              SRO              Program Manager              BCM              Optional:                     Project Executives                     Representatives from corporate function (like Finance)                     Lead supplier

    4.8.    Program Manager – Responsible for leading, managing, set up of the program, delivery of capability, realization of benefits, closure of program.  Business Change Manager – Responsible for benefits realization via their adoption.

    4.8.1.  Responsibilities of the Program Manager              Day to day management              Agent on behalf of SRO              Plan, design, and monitor progress              Develop and implement governance framework              Coordinate projects and interdependencies              Manage Risks and Issues              Maintain integrity of Program              Manage budget              Facilitate appointment of individuals to teams           Ensure output of project meets program requirements           Facilitate development of Blueprint           Manage Blueprint – Ensure capabilities delivered align           Manage performance of program team           Maximize allocation of resources and skills           Manage suppliers           Manage communication with Stakeholders           Initiate intervention when gaps found           Report progress to SRO

    4.8.2.  Key attributes of a Program Manager              Ability to work positively with individuals and groups                     Program Management Team                     Senior Managers                     Project Team Members                     Third Party Service Providers              Seniority to take on responsibilities required by the role              Strong leadership and management skills              Understanding of wider objectives of Program              Credibility within program and ability to influence              Good knowledge of techniques for planning, monitoring and controlling programs, including risk management              Good knowledge of project management approaches              Good knowledge of budgeting and resource allocation procedures              Ability to find innovative ways to solve or pre-empt problems

    4.9.    Business Change Manager (BCM) – Responsible for realizing the benefit by embedding capability into business operations.  Requires intimate knowledge of and credibility in operational business

    4.9.1.  Responsibilities of BCM              Primarily benefits focused              Represents business and SRO for:                     Defining the benefits                     Defining the future state of business area                     Assess progress towards realizing benefits                     Achieve measured improvement                     Monitor performance

    4.9.2.  Key attributes of the BCM              Drawn from relevant business area              Ongoing operational responsibilities within the business area              Have the confidence of senior management

    4.10.Business Change Team – Group that could be formed to help the BCM by guiding stakeholders through the change cycle.

    4.11.Program Office

    4.11.1.    Plays two roles:           Provide support and guidance to the projects and initiatives           Be the home for governance and control. Includes:                 Standards                 Approvals                 Financial monitoring                 Assurance                 Health Checks

    4.12.Program Assurance – Assess certain aspect of program to generate confidence that program is on track

    4.13.Additional Governance Roles

    4.13.1.    Risk Manager

    4.13.2.    Program Accountant

    4.13.3.    Design Authority – Some specific SME area

    4.13.4.    Benefits Realization Manager

    4.13.5.    Procurement Expertise

    4.13.6.    Communication Manager

    4.13.7.    Resource Manager

    4.14.Implementing and Managing the program organization

    4.14.1.    There is no one exact organizational model that will fit all programs

    4.15.Program Organization within Transformational Flow – Leadership style could vary over the life of a program:

    4.15.1.    Identifying a Program           Best led by facilitating, guiding and offering suggestions

    4.15.2.    Defining a Program           Style must drive the coordination and ensure best elements emerge from design           Organizational structure document is the output

    4.15.3.    Managing the Tranches           Focus is on outcome and delivery           Instructive leadership style is best

    4.15.4.    Delivering the Capability           Project Management Skills applied here           The SRO shouldn’t get too involved           BCM satisfied that completed work will deliver benefits

    4.15.5.    Realizing the Benefits           Focus is on:                 Communications                 Preparing organization for change           Skills needed – Business Analyst, Planning, Training

    4.15.6.    Closing a Program           Close the program and ensure benefits           Management Style:                 Get the job done                 Analyze results                 Deal with people issues

    5.       Vision

    5.1.    Introduction – A picture of a better future

    5.2.    Characteristics of a Good Vision Statement

    5.2.1.  Written as a future statement

    5.2.2.  Understood by stakeholders – easy to communicate

    5.2.3.  Written with broadest grouping of stakeholders as the audience

    5.2.4.  Engages the heart as well as the head

    5.2.5.  Sets out current reality as part of justification for change

    5.2.6.  Matches degree of transformation change with boldness of vision conveyed

    5.2.7.  Avoids target dates

    5.2.8.  Described as desired future

    5.2.9.  Verifiable, but without too many performance targets

    5.2.10.    Flexible to remain relevant

    5.2.11.    Provides context and direction for Blueprint

    5.2.12.    Short and memorable, but relevant

    5.3.    Developing and Maintaining the Vision Statement

    5.3.1.  Developed by SRO and a select few

    5.3.2.  Included in Program Brief

    5.4.    Vision within the Transformational Flow

    5.4.1.  Identifying a Program – Vision Statement drafted

    5.4.2.  Defining a Program – Vision Statement refined

    5.4.3.  Managing the Tranches – Act as a beacon.  Used to guide decision making.

    5.4.4.  Delivering the Capability – Clear connection for each project initiated

    5.4.5.  Realizing the Benefits – Contents of vision statement underpin communication and help motivate change

    5.4.6.  Closing a Program – Test is to see if it has been achieved.  Some benefits may remain to be realized.

    6.       Leadership and Stakeholder Engagement

    6.1.    Introduction – The better the leader, the better the chances of success

    6.2.    Nature of Stakeholder engagement and role of leadership - .  Must involve stakeholders

    6.3.    Leadership

    6.4.    Business Change Management

    6.5.    Communications with the projects and other programs

    6.6.    Steps involved in Stakeholder Engagement

    6.6.1.  Identify Stakeholders – Who

    6.6.2.  Create Stakeholder Profiles – Why and what

    6.6.3.  Define stakeholder engagement strategy - How

    6.6.4.  Planning the engagement – When.  Engagement is more active and embracing than communications.              Objectives of communications process                     Keep awareness and commitment high                     Ensure expectations do not drift out of line                     Explain what changes will be made and when                     Describe desired future              Core elements of successful communications                     Stakeholder identification and analysis                     Message clarity and consistency                     Effective system of message delivery                     Feedback collection system              Stakeholder profiles feed communication plan              Communication Plan should be designed to:                     Raise awareness                     Gain commitment                     Keep informed                     Promote key messages                     Make communications two way                     Understanding of outcome                     Promote outcomes              Communication Plan should answer:                     What are objectives of each communication                     What are the key messages                     Who are stakeholders                     What information will be communicated                     What reaction might stakeholders have                     What do we need to be sensitive of                     When will each communication be delivered                     How much and what detail                     What mechanism                 How will feedback be encouraged                 How will feedback be recorded and reviewed

    6.6.5.  Engaging Stakeholders – To Do’s              Engage – Ask….then influence

    6.6.6.  Measuring Effectiveness – Results

    7.       Benefits Management

    7.1.    Introduction – The heart of Program Management.

    7.1.1.  Benefit – Measurable Improvement

    7.1.2.  Dis-benefit – Measurable decline

    7.2.    Alignment of Benefits with Corporate Objectives

    7.2.1.  Path to Benefits Realization               Projects create Output               Output builds Capability               Capabilities enable Outcomes               Outcomes realize Benefits

    7.2.2.  Programs deliver transformational change as opposed to incremental change

    7.2.3.  Benefits management may continue beyond end of Program

    7.3.    Benefits Categorization – Benefits should be categorized to ensure a balanced portfolio

    o    Why Categorize?

    §  Ensure the proper level of risk

    §  Reporting and tracking

    §  Identify overlaps

    §  Track relationship between objectives and benefits

    §  Help manage change to priorities

    §  Create common set of terminology

    §  Enable portfolio level view of benefits

    o    Possible categories

    §  Value

    §  Financial Impact

    §  Timeline

    §  Level of Risk

    7.3.1.  Value – The three E’s is a good starting point for defining benefits:              Economic Benefit              Effectiveness Benefit              Efficiency Benefit

    7.3.2.  Financial Impact

    7.3.3.  Corporate Objective

    7.3.4.  Stakeholder Impact

    7.3.5.  Timeline

    7.3.6.  Level of Risk

    7.4.    Benefits Management Cycle

    7.4.1.  Identify Benefits              Use a benefits profile              Possibly consolidate into Benefits Register              Each benefit is assigned to someone

    7.4.2.  Plan Benefits Realization              Benefits Attribution              Benefits Validation – should pass 4 critical validation tests                     Description – What is the benefit                     Observable outcomes – What will be the noticeable difference between pre and post program                     Attribution   Where will benefit arise?   Can this program claim benefit?   Is accountability and responsibility clear?                     Measurement – How and when will achievement be measured              Benefits Realization Plan – Should be developed along side Program Plan

    7.4.3.  Deliver Benefits Realization – 3 Stages              Pre Transition – Establish KPI and Metrics              Transition – BCM – Monitors per

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