pmo balanced scorecard demo (only) 9 5-12 only
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Balanced Scorecard Demonstration DeckTRANSCRIPT
PMO Balanced Scorecard- Release II(Portfolio Management Tool)
Dennis Wiggins, GE FMP, PMP, & SSBBCEO / Managing Director Executive Program Management Dashboard, LLCWebsite: http://www.exec-pm-dashboards.com Email: [email protected]: (404) 547-3097
Copyright 9/1/12 for Executive Program Management Dashboard, LLC
PMI Atlanta ChapterVP Professional Growth - Jacqueline GrantLunch & Learn Website: Http://www.cvent.com/events/downtown-lunch-meeting-130227/custom-17-36f97d90bee142b3811d05242f4f7d0a.aspx
February 27.2013 11:30 AM – 1:00 PM
James H. (Sloppy) Floyd Building2 Martin Luther King, Jr. DriveAtlanta, Georgia 30334
PMO BALANCED SCORECARD – RELEASE II TABLE OF CONTENTS
PMO Balanced Scorecard – Release II • PMO Agenda (Slide 3)• PMO High Level & Detail Issues (Slides 3-5)• PMO Balanced Scorecard – RII Execution (Slide 6)• PMO Balanced Scorecard Release II Methodology (Slides 7 - 12)• PMO Balanced Scorecard Release II Screenshots (Slides 13 -26)• PMO Balanced Scorecard Release II – Features /Advantages / Benefits (Slides 27 -27)• PMO Balanced Scorecard Release II Registered User Viewing Instructions (Slides 29 -36)• EPMD End User Registration Process – (Slide 36)
Copyright 9/1/12 for Executive Program Management Dashboard, LLC
DYNAMIC PORTFOLIO MANAGEMENT)
PMO BALANCED SCORECARD – RELEASE II AGENDA
1. High Level Balanced Scorecard Overview Methodology(1 Hour)• Program / Project Roll-up• Balance Scorecard Methodology• Favorable VS Unfavorable Portfolio Range (+/- 10%)• Portfolio VS Project View • Product Demonstration of Functionality
2. January, 2013 GoToMeeting Demonstration – Registration Required (TBD)• Real Time Communication Bridge Executive to Project Core Team• Program / Project Integrated Project Status Reports• Program / Project Scaling Methodology – Portfolio Score Roll-up• Program / Project Collaborative Effectiveness• Program / Project Analysis Templates• Program / Project Interactive Views• Program / Project Reports• Program / Project Document Repository• Link for End-User Register: http://www.exec-pm-dashboards.com/Training.html
PRODUCTIVITY INCREASE PROJECTED BY 45% TO 60% & INCREASED PORTFOLIO MANAGEMENT BY 90%
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PMO BALANCED SCORECARD – RELEASE II PMO ISSUES
• Limited Products That Measure Overall PMO Portfolio in Balanced Scorecard Methodology
• Affordable Products Capable of Displaying Projects with Balanced Scorecard at Project Level
• Limited Dashboard Functionality Supported by Homegrown Cottage Tools (e.g. Creating Cottage Tools Via Excel to Perform Balanced Scorecard, Program & Project Reporting, Portfolio Reporting, etc. )
• Products Available are Costly (i.e. $500K +) • Examples: MS Project Server / Clarity / Planview
• High Implementation Costs (e.g. MS Project Server / Clarity / Planview)
• Executives in Reactionary Mode to Re-align Programs / Projects to Perform within Budgeted Costs (.i.e. Time / Schedule / Costs)
• Lack of Reporting Integration in Central Communication Portal
• Inaccurate / Fraudulent Project Overall Status Reporting (i.e. R/Y/G)
Highlighting High Level Issues…
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PMO BALANCED SCORECARD – RELEASE II Portfolio Management Execution
INFORMATION TECHNOLOGY (IT)PORTFOLIO MANAGEMENT
PRODUCTIVITY FOCUS
PMO BALANCED SCORECARD – RELEASE II Portfolio Management Execution
Executive Level Monitoring & Communication
Core Project Team Monitoring & Communication
PMO BALANCED SCORECARD – RELEASE II
Central Portal for Cross-functional Communication
REAL TIME BRIDGE FOR “TOP DOWN” (EXECUTIVE) & “BOTTOM UP” (CORE PROJECT TEAM) COMMUNICATION Page 4 of 27
PMO BALANCED SCORECARD – RELEASE II BALANCED SCORECARD HIERARCHY
BALANCED SCORECARD PORTFOLIO ROLL-UP (Scaled 1- 10)
PROGRAMS PROJECTS
PROJECTS
PROJECTS
Program / Project Roll-up…
BALANCE SCORECARD TREEPage 5 of 27Copyright 9/1/12 for Executive Program Management Dashboard, LLC
BALANCED SCORECARD “WEIGHT”
BALANCED SCORECARD“ACTUALS”
THRESHOLDSSCALED ACCORDING TO PROJECTION
BALANCED SCORECARD PORTFOLIO ROLL-UP (Scaled 1 – 10)
PROJECT (%) TO
PORTFOLIO
MO OR YTD VAR TO BUDGET
THRESHOLDS EXAMPLEWORST (-10) / RED FLAG (-5) / TARGET (0) / BEST (+5) /
GOAL (+10)
PROJECT MANAGER
PROJECT MANAGER
EXECUTIVE OR PROJECT MANAGER
Balanced Scorecard Scoring Methodology…
PROJECT WEIGHT &
THRESHOLDS
ACTUALVARIANCE TO
BUDGET %PMO SCORE IN SPEEDOMETER
PMO BALANCED SCORECARD – RELEASE II BALANCED SCORECARD HIERARCHY
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• Executive Lag in Portfolio Management Performance
• No PMO Portfolio Measurement Scaling• No Top Down PMO Portfolio Management• Executive Lagging in Issues / Risks; Timing of
Program / Project Updating• Project Status Reporting (Static)• Subjective Program / Project Color Coding of
Project Manager• Lack of Time to Analyze Projects Because of
Multiple Application and Manual Processes• Numerous & Redundant Project Team Emails• Project Status Reporting Performance Metric
– Not Automated• Cross-function Communication Breakdowns;
Increasing Project Costs (Re-work)• Numerous Cross-functional Meetings• Multiple Applications to Extract Project
Information• Timing Issue for Extracting Project Information • Bottom-up Project Management Reporting;
Executive in Reactionary Mode
• Cross-functional Communication Portal• Portfolio Management Balanced Scorecard
Scaling• Establishment of PMO Performance
Thresholds• Real Time Executive & Project Team
Communication• Real Time Communication Bridge of
Executive and Project Manager• Dynamic Program / Project Management
Status Reporting• Dynamic Program / Project Management
Performance Metric Reporting • Automated Program / Project Color Coding• Automated Milestone Tracking • Automated SDLC Phase Tracking & Color
Coding• Past Due Task Alert Notifications• Automated Link to Microsoft for Email
Preparation • Automated Task Updating to Microsoft
Outlook• Increased Project Management Analysis Time
PMO BALANCED SCORECARD – RELEASE II PMO ISSUES / INNOVATION
Current PMO Issues… PMO Balanced Scorecard Release II…
EPMD RELIABLE & SCALABLE PORTFOLIO MANAGEMENT
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PMO BALANCED SCORECARD – RELEASE II PORTFOLIO SCORING EXAMPLE
SCALERED = 1.00 – 3.33
YELLOW = 3.34 – 6.67GREEN = 6.68 -10.00
BALANCED SCORECARD SCALED 1-10PMO SCORE 5.54 OUT OF 10
PMO SCORE 5.54
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PMO BALANCED SCORECARD – RELEASE II PMO BALANCE SCORECARD SCREENSHOTS
PMO BALANCE SCORECARD RELEASE II (SCREENSHOTS)
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PMO BALANCED SCORECARD – RELEASE II EPMD BALANCE SCORECARD
EXAMPLE INDEPENDENT MONTHLY DATA POINTS (I.E.1 DATA POINT)
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PMO BALANCED SCORECARD – RELEASE II EPMD BALANCE SCORECARD
EXAMPLE INDEPENDENT MONTHLY DATA POINTS (I.E.1 DATA POINT)
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EPMD BALANCE SCORECARD PMO BALANCED SCORECARD – RELEASE II
EXAMPLE INDEPENDENT MONTHLY DATA POINTS (I.E.1 DATA POINT) Page 12 of 27
PMO BALANCED SCORECARD – RELEASE II EPMD BALANCE SCORECARD
EXAMPLE INDEPENDENT MONTHLY DATA POINTS (I.E.1 DATA POINT)
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PMO BALANCED SCORECARD – RELEASE II EPMD BALANCE SCORECARD
EXAMPLE INDEPENDENT MONTHLY DATA POINTS (I.E.1 DATA POINT) Page 14 of 27
PMO BALANCED SCORECARD – RELEASE II EPMD BALANCE SCORECARD
EXAMPLE INDEPENDENT MONTHLY DATA POINTS (I.E.1 DATA POINT) Page 15 of 27
PMO BALANCED SCORECARD – RELEASE II EPMD BALANCE SCORECARD
EXAMPLE INDEPENDENT MONTHLY DATA POINTS (I.E.1 DATA POINT)
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APPLICATION INTEGRATED NOTE FUNCTIONALITY
PMO BALANCED SCORECARD – RELEASE II EPMD BALANCE SCORECARD
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EXAMPLE INDEPENDENT MONTHLY DATA POINTS (I.E.1 DATA POINT)
PMO BALANCED SCORECARD – RELEASE II EPMD BALANCE SCORECARD
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EXAMPLE INDEPENDENT MONTHLY DATA POINTS (I.E.1 DATA POINT)
PMO BALANCED SCORECARD – RELEASE II EPMD BALANCE SCORECARD
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PMO BALANCED SCORECARD – RELEASE II Portfolio Management Execution
PROGRAM / PROJECT ANALYSIS FUNCTIONALITY
REAL TIME EXECUTIVE & PROJECT TEAM NOTES FUNCTIONALITY
PMO BALANCED SCORECARD – RELEASE II EPMD BALANCE SCORECARD
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PMO BALANCED SCORECARD – RELEASE II Portfolio Management Execution
BUSINESS REQUIREMENTS FOCUS
PMO BALANCED SCORECARD – RELEASE II EPMD BALANCE SCORECARD
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BUSINESS REQUIREMENTS FOCUS WITH INTEGRATED IT METRIC REPORTING; DYNAMIC REAL TIME UPDATING MONTH TO MONTH
PMO BALANCED SCORECARD – RELEASE II EPMD BALANCE SCORECARD
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PMO BALANCED SCORECARD – RELEASE II EPMD FAB’S
EPMD BALANCED SCORECARDFEATURES / ADVANTAGES / BENEFITS
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PMO BALANCED SCORECARD – RELEASE II EPMD FAB’S
• Central Communication Portal
• Balanced Scorecard
• Dashboards
• Strategy Maps
• Briefing Book
• Task Assignments
• Email Alerts
• Multiple Scorecard Views
• Standard Reports • EPMD Financial
Methodology for Portfolio Scaling
• Portfolio / Program / Project Balance Scorecard Score
• Standardization in Program / Project Color Coding & Metrics
• Top Down & Bottom-up Central Communication
• Central Task Assignment & Tracking
• Proactive Strategy Maps to Realign Projects to Goals
• Customization Regardless of SDLC Methodology
• Balanced Scorecard Scoring for Portfolio
• Executive / PM Productivity Increased
• Dashboards Automatically Updated w/Periods
• Audit for Historical Info
• Tailored to Specific PMO Business Needs
• Implementation Less Than 2 to 3 Months with EPMD Consultant
• Low Entry Service as Software (SaaS) Costs for Balanced Scorecard
Features… Advantages… Benefits…
EPMD BALANCED SCORECARD HIGHLIGHTS
EPMD VALUE ADD BALANCED SCORECARD SOLUTION; INCREASES ACCURACY, PRODUCTIVITY & COST EFFECTIVE !!
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BALANCED SCORECARD “WEIGHT”
BALANCED SCORECARD“ACTUALS”
THRESHOLDSSCALED ACCORDING TO PROJECTION
BALANCED SCORECARD PORTFOLIO ROLL-UP (Scaled 1 – 10)
PROJECT (%) TO
PORTFOLIO
MO OR YTD VAR TO BUDGET
THRESHOLDS EXAMPLEWORST (-10) / RED FLAG (-5) / TARGET (0) / BEST (+5) /
GOAL (+10)
PROJECT MANAGER
PROJECT MANAGER
EXECUTIVE OR PROJECT MANAGER
Balanced Scorecard Scoring Methodology…
PROJECT WEIGHT &
THRESHOLDS
ACTUALVARIANCE TO
BUDGET %PMO SCORE IN SPEEDOMETER
POW
ER USER ($99) / CO
MU
NICATIO
N U
SER ($30)
APP
Central Communication Portal
PMO BALANCED SCORECARD – RELEASE II BALANCED SCORECARD HIERARCHY
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PMO BALANCED SCORECARD – RELEASE II Portfolio Management Execution
Contacts & Social Media
END OF PRESENTATION
Copyright 9/1/12 for Executive Program Management Dashboard, LLC
PMO Balanced Scorecard – Release II Contact Info & Social Media
Contact Information:
Executive Program Management Dashboard: http://www.exec-pm-dashboards.com/
End User Registration: http://www.exec-pm-dashboards.com/Training.html
Social Media:
Facebook: http://www.facebook.com/pages/Executive-Program-Management-Dashboard-LLC/434145646598332
Linkedin: http://www.linkedin.com/in/denniswiggins
Twitter: https://twitter.com/#!/pm_dashboard
EXHIBIT C
Copyright 9/1/12 for Executive Program Management Dashboard, LLC
Executive Program Management Dashboard Agile Screenshots
AGILE PRODUCT
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EPMD Agile – General Tab
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EPMD Agile -Stories Tab
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EPMD Agile – Tracking Chart Tab
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EPMD Agile – Scope Chart Tab
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EPMD Agile – Scope Chart Tab
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EPMD Agile – Scope Chart Tab
EPMD Copyright 9/1/12 Page 8 of 11
EPMD Agile – Story Readiness Report Tab
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EPMD Agile – Summary Report Tab
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EPMD Agile – Workload Report Tab
END OF AGILE (SCRUM ) SCREEN SHOTS
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