how to deploy ppm methodologies with an agile approach

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Agile Deployment of Project Portfolio Management (PPM)

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Page 1: How to deploy PPM methodologies with an agile approach

Agile Deployment of Project Portfolio Management (PPM)

Page 2: How to deploy PPM methodologies with an agile approach

▪ facilitate user adoption

▪ allow you to start working ASAP (ideally same day/week)

▪ require no consultants

▪ have all the relevant features of a PPM software

▪ be affordable

Ideal software characteristics

It should:

Page 3: How to deploy PPM methodologies with an agile approach

▪ facilitate user adoption

▪ allow you to start working ASAP (ideally same day/week)

▪ require no consultants

▪ have all the relevant features of a PPM software

▪ be affordable

Ideal software characteristics

It should:

However...

Page 4: How to deploy PPM methodologies with an agile approach

▪ facilitate user adoption

▪ allow you to start working ASAP (ideally same day/week)

▪ require no consultants

▪ have all the relevant features of a PPM software

▪ be affordable

Ideal software characteristics

It should:

However...

The tool is necessary, not sufficient

Page 5: How to deploy PPM methodologies with an agile approach

1Design of the Organization

Page 6: How to deploy PPM methodologies with an agile approach

Decide what is unified and centralized

General

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Level of maturity

✓ Terminology✓ Tracking criteria✓ Resource management✓ Reports

Page 7: How to deploy PPM methodologies with an agile approach

Decide what is unified and centralized

General

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Level of maturity

✓ Terminology✓ Tracking criteria✓ Resource management✓ Reports

Define what is what and unify the meaning of terms across the whole organization.

Page 8: How to deploy PPM methodologies with an agile approach

Decide what is unified and centralized

General

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Level of maturity

✓ Terminology✓ Tracking criteria✓ Resource management✓ Reports

What KPIs are you going to record? what do they mean / measure precisely? How are

they calculated?

Page 9: How to deploy PPM methodologies with an agile approach

General

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Level of maturity

✓ Terminology✓ Tracking criteria✓ Resource management✓ Reports

Hey John, How is your project going?

Decide what is unified and centralized

What KPIs are you going to record? what do they mean / measure precisely? How are

they calculated?

Page 10: How to deploy PPM methodologies with an agile approach

General

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Level of maturity

✓ Terminology✓ Tracking criteria✓ Resource management✓ Reports

Hey John, How is your project going?

Very well actually, it is at 50%!

Decide what is unified and centralized

What KPIs are you going to record? what do they mean / measure precisely? How are

they calculated?

Page 11: How to deploy PPM methodologies with an agile approach

General

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Level of maturity

✓ Terminology✓ Tracking criteria✓ Resource management✓ Reports

Hey John, How is your project going?

Very well actually, it is at 50%!

50% of what?? Cost, time... ?

Decide what is unified and centralized

What KPIs are you going to record? what do they mean / measure precisely? How are

they calculated?

Page 12: How to deploy PPM methodologies with an agile approach

General

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Level of maturity

✓ Terminology✓ Tracking criteria✓ Resource management✓ Reports

Hey John, How is your project going?

Very well actually, it is at 50%!

50% of what?? Cost, time... ?

Decide what is unified and centralized

What KPIs are you going to record? what do they mean / measure precisely? How are

they calculated?

Page 13: How to deploy PPM methodologies with an agile approach

Decide what is unified and centralized

General

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Level of maturity

✓ Terminology✓ Tracking criteria✓ Resource management✓ Reports

What resources are going to be shared across the organization? What will be

centralized?

Page 14: How to deploy PPM methodologies with an agile approach

Decide what is unified and centralized

General

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Level of maturity

✓ Terminology✓ Tracking criteria✓ Resource management✓ Reports

All reports should follow the same format to help the communication across departments

/ Stakeholders

Page 15: How to deploy PPM methodologies with an agile approach

Decide what is unified and centralized

General

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Level of maturity

✓ Terminology✓ Tracking criteria✓ Resource management✓ Reports

Other elements that could be centralized:

✓ Approval criteria✓ Supplier rates / Standard costs✓ Document formats

Page 16: How to deploy PPM methodologies with an agile approach

Decide what is unified and centralized

General

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Level of maturity

✓ Terminology✓ Tracking criteria✓ Resource management✓ Reports

Other elements that could be centralized:

✓ Approval criteria✓ Supplier rates / Standard costs✓ Document formats

First the “what” and then the “how”

Page 17: How to deploy PPM methodologies with an agile approach

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturityMethodologies: Agile, Predictive (Gantt)... or both?

UncertaintyHigh Low

Page 18: How to deploy PPM methodologies with an agile approach

Effective inin situations with HIGH

uncertainty

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturityMethodologies: Agile, Predictive (Gantt)... or both?

Agile

UncertaintyHigh Low

Page 19: How to deploy PPM methodologies with an agile approach

Effective inin situations with HIGH

uncertainty

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturityMethodologies: Agile, Predictive (Gantt)... or both?

Agile

Effective inin situations with LOW

uncertainty

Predictive

UncertaintyHigh Low

Page 20: How to deploy PPM methodologies with an agile approach

Effective inin situations with HIGH

uncertainty

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturityMethodologies: Agile, Predictive (Gantt)... or both?

Agile

Effective inin situations with LOW

uncertainty

Predictive

UncertaintyHigh Low

✓ Both should be used and measured equally

Page 21: How to deploy PPM methodologies with an agile approach

Effective inin situations with HIGH

uncertainty

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturityMethodologies: Agile, Predictive (Gantt)... or both?

Agile

Effective inin situations with LOW

uncertainty

Predictive

UncertaintyHigh Low

✓ Both should be used and measured equally

✓ Both have very different dynamics, project managers need to know how to adapt

Page 22: How to deploy PPM methodologies with an agile approach

Effective inin situations with HIGH

uncertainty

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturityMethodologies: Agile, Predictive (Gantt)... or both?

Agile

Effective inin situations with LOW

uncertainty

Predictive

UncertaintyHigh Low

✓ Both should be used and measured equally

✓ Both have very different dynamics, project managers need to know how to adapt

✓ Both can (and should) coexist within the same portfolio

Page 23: How to deploy PPM methodologies with an agile approach

What skills should a Project Manager have?

✓ Track progress ✓ Economic management✓ Manage Procurement / revenue ✓ Manage risks ✓ Communicate his project (Formal and Informal

communication)✓ Manage resources

Average

Level of maturity

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

The project manager should know about the technical content of the project.

Also he should be able to:

Page 24: How to deploy PPM methodologies with an agile approach

Is a Project Management Office (PMO) necessary?

The answer is different for each company, you should consider the following elements:

✓ Level of Project Management maturity✓ Chaos and disarray in the company✓ Organizational complexity✓ Type of business✓ Project co-dependence✓ Project leaders✓ Strategic alignment

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

High

Level of maturity

Page 25: How to deploy PPM methodologies with an agile approach

Is a Project Management Office (PMO) necessary?

The answer is different for each company, you should consider the following elements:

✓ Level of Project Management maturity✓ Chaos and disarray in the company✓ Organizational complexity✓ Type of business✓ Project co-dependence✓ Project leaders✓ Strategic alignment

A PMO allows levels of coordination that are difficult to reach with an ordinary organizational structure.

A PMO provides strategic focus.

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

High

Level of maturity

Page 26: How to deploy PPM methodologies with an agile approach

Methods and Method Frameworks

They provide:

✓ Process standardization✓ Existing models High

Level of maturity

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Page 27: How to deploy PPM methodologies with an agile approach

Methods and Method Frameworks

They provide:

✓ Process standardization✓ Existing models

But, are these best practices or standard practices?

High

Level of maturity

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Page 28: How to deploy PPM methodologies with an agile approach

2Change Management

Page 29: How to deploy PPM methodologies with an agile approach

Prerequisites for a successful transition

1. Top management should support project-based management

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturity

Page 30: How to deploy PPM methodologies with an agile approach

Prerequisites for a successful transition

1. Top management should support project-based management

2. Deployment must have a leader.

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturity

Page 31: How to deploy PPM methodologies with an agile approach

Prerequisites for a successful transition

1. Top management should support project-based management

2. Deployment must have a leader.

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

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturity

Page 32: How to deploy PPM methodologies with an agile approach

Prerequisites for a successful transition

1. Top management should support project-based management

2. Deployment must have a leader.

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

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturity

Obtain support from company management before taking any action!

Page 33: How to deploy PPM methodologies with an agile approach

Bottom-up approachTop-down approach

Approaches - “pincer” effect

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturity

Page 34: How to deploy PPM methodologies with an agile approach

Bottom-up approachTop-down approach

Approaches - “pincer” effect

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturity

✓ Compulsory (from top mgmt)✓ Presence of control models✓ Report-based Tracking

✓ Risks✓ Documents✓ Budgets✓ Progress...

Page 35: How to deploy PPM methodologies with an agile approach

Bottom-up approachTop-down approach

Approaches - “pincer” effect

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturity

✓ Compulsory (from top mgmt)✓ Presence of control models✓ Report-based Tracking

✓ Risks✓ Documents✓ Budgets✓ Progress...

✓ Evangelization✓ Training✓ Active listening✓ Reality

Page 36: How to deploy PPM methodologies with an agile approach

Bottom-up approachTop-down approach

Approaches - “pincer” effect

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Both should be used jointly

General

Level of maturity

✓ Compulsory (from top mgmt)✓ Presence of control models✓ Report-based Tracking

✓ Risks✓ Documents✓ Budgets✓ Progress...

✓ Evangelization✓ Training✓ Active listening✓ Reality

Page 37: How to deploy PPM methodologies with an agile approach

Take a Running Start

1. Choose your first move wisely

2. Involve well-trained, aligned people

3. Choose sensitive projects as test-candidates

4. Enable comparison with reliable metrics

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

General

Level of maturity

Page 38: How to deploy PPM methodologies with an agile approach

Give back part of what you receive

✓ To Management Portfolio view

✓ To Project Managers Planning, control, resources

✓ To Team Members Collaboration, visibility

✓ To Stakeholders Information

General

Level of maturity

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Page 39: How to deploy PPM methodologies with an agile approach

Give back part of what you receive

✓ To Management Portfolio view

✓ To Project Managers Planning, control, resources

✓ To Team Members Collaboration, visibility

✓ To Stakeholders Information

Everyone in the organization has to see the benefits of PPM

General

Level of maturity

ORGANIZATION | CHANGE MANAGEMENT | ONGOING IMPROVEMENT

Page 40: How to deploy PPM methodologies with an agile approach

3Ongoing Improvement

Page 41: How to deploy PPM methodologies with an agile approach

Alone or with help?

ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT

Page 42: How to deploy PPM methodologies with an agile approach

Alone or with help?

If you get on it every day, thetool will work: you will get inshape.

ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT

Page 43: How to deploy PPM methodologies with an agile approach

Alone or with help?

If you get on it every day, thetool will work: you will get inshape.

If you lack the time, energy,resources or ability to convinceothers, you need help.

ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT

Page 44: How to deploy PPM methodologies with an agile approach

Alone or with help?

ITM Platform's Implementation Service – delivered online or through partners - can get you started in seven days

If you get on it every day, thetool will work: you will get inshape.

If you lack the time, energy,resources or ability to convinceothers, you need help.

ORGANIZATION | CHANGE MANAGEMENT | CONFIGURATION | ONGOING IMPROVEMENT

Page 45: How to deploy PPM methodologies with an agile approach

Conclusions

1. 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. Consider whether you need help

7. Use the Kanban template available in ITM Platform

Start a free trial of ITM Platform

Page 46: How to deploy PPM methodologies with an agile approach

Ask for your deployment Kanban template*!

Already using ITM Platform?

*Available under request in trial version