proposed project office strategy
TRANSCRIPT
Proposed Methodology
Josh Folgado Business Enterprise Architect
Project Management Office
Standards used: Prince2/PM2 for Project Management TOGAF for Process and
Documentation Zachman for Enterprise
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Agenda Purpose of Discussion
Proposed Project Management Process Some Project Examples Zachman Framework What/how information is gathered during Project Process using Framework The Project Template (TGL): Transformation Governance Log Open discussion on project methodology
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Purpose of Discussion
• Learn about proposed Project Management Methodology, get feedback for refinement and how to use it
• Need support for delivering uniform Project Management Services - for both the Business and IT, i.e. business projects, new products, application development, database development, etc.
• Active engagement to implement best-practice: Business Process Reengineering (BPR)
• Discover and help fine-tune single document (TGL) that keeps all information regarding project
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Agenda Purpose of Discussion Proposed Project Management Process
Some Project Examples
Zachman Framework
What/how information is gathered during
Project Process using Framework The Project Template (TGL):
Transformation Governance Log
Open discussion on project methodology
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Project Management Process Closure phase
Execution phase
Initiation phase
Start-up phase
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street
NO
Project Management Process
YES
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Project Management Process
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
• Business Intake:
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Project Management Process
– Assess impact and strategic needs of organisation
– Why are you doing this work; what is the benefit to the organisation
– What business services will be delivered to the project and draft subsequent dependencies
– Discuss with all involved parties; inform and involve everyone concerned for best understanding and focus of deliverables
Architecture is responsible for Business Intake
Programme manager agrees schedule based on resources, criteria, priorities and impact to the organisation
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
• Project Impact:
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Project Management Process
Risk Factor Rating
Solution complexity Low/Medium/High
Standards compliance Low/Medium/High
Project size and complexity Low/Medium/High
Business strategy Low/Medium/High
Business impact Low/Medium/High
Business compliance Low/Medium/High
Impact to methods and structure Low/Medium/High
Resource usage/dependencies Low/Medium/High
Training of resources Low/Medium/High
Data/application models Low/Medium/High
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Service
Intake
PSA
Approval
Health Check
Final Audit
Project Management Process
Medium Impact
Mandatory
Recommended
Mandatory
Recommended
Mandatory
High Impact
Mandatory
Mandatory
Mandatory
Mandatory
Mandatory
Low Impact
Mandatory
Optional
Recommended
Optional
Recommended
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
• Project Start Architecture
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Project Management Process
– Which borders will the project have to respect
– Identify steps and milestones for project, i.e. building blocks
– What business services are involved and subsequent dependencies
Architecture is responsible for project start architecture
– Creation/updating of enterprise blueprints for solution
Final agreement on project’s deliverables and schedule
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
• Project Start Architecture – Which borders will the project have to respect – Identify steps and milestones for project, i.e. building blocks – What business services are involved and subsequent dependencies – Creation/updating of enterprise blueprints for solution – Final agreement on project’s deliverables and schedule
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Project Management Process
• Business Approval
Architecture is responsible for Business Approval
Sign-off by project owner and architecture on how the project is to be done by the applicable business services
Inform project office on execution status
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
• Project Health Check
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Project Management Process
– In depth examination of the project's deliverables and their alignment with approval/recommendations and/or architecture standards, guidelines and principles or additional change requests
Programme manager may set multiple health checks for projects, depending on risk and project complexity
– Manage unexpected/unapproved features with programme manager i.e. change requests
Health checks can be called at anytime by programme manager
Architecture is responsible for health checks and reports results to programme manager
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Project Management Process
• Final Conformity Audit – Check and confirm final project deliverables are in line with agreements
with business service that owns project
Project owner signs-off project
Architecture is responsible for final audit, working along with programme manager and business owner
Project office finalises and closes TGL document
– Verify that enterprise models are updated, according to final solution
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Agenda Purpose of Discussion Proposed Project Management Process
Some Project Examples
Zachman Framework
What/how information is gathered during
Project Process using Framework The Project Template (TGL):
Transformation Governance Log
Open discussion on project methodology
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Project Services - Low Impact Examples
• Study to replace the company logo
• Cleaning of content in databases
• Rearrange the parking area
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Project Services - Medium Impact Examples
• Multiple BPR Projects for process improvement
• New regulations to be adopted in financial systems
• Upgrade PABX
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Project Services - High Impact Examples
• Moving of IT to external entity
• Data Warehouse
• Restructuring of Business Services
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Agenda Purpose of Discussion Proposed Project Management Process
Some Project Examples
Zachman Framework
What/how information is gathered during
Project Process using Framework The Project Template (TGL):
Transformation Governance Log
Open discussion on project methodology
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Business Domains
Business Data Model
Logical Data Model
Physical Data Model
Data Specification
Data
Organisation Structure
Business Roles
User Centric Design
User Interface Presentation
Security Specification
Organisation
Business Locations
Environments and Locations
Technology Platforms
Physical (network) Design
Hardware and Network
Specifications
Network
Business Functions and
Services
Business Processes
Model
Application Landscape
Application Design
Application Service
Specification
Service
Business Drivers
Roadmaps
Transformation Governance
Control Design
Timing Specification
Change
Business Strategy
Business Goals and Objectives
Guiding Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Enterprise Architecture What How Where Who When Why
Zachman Framework
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
A6 B6 C6 D6 E6 F6
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Focus during start-up phase
Project Services and Framework
Business Domains
Business Data Model
Logical Data Model
Physical Data Model
Data Specificatio
n Data
Organisation Structure
Business Roles
User Centric Design User
Interface Presentatio
n Security Specificatio
n Organisatio
n
Business Locations
Environments and
Locations
Technology Platforms
Physical (network) Design
Hardware and
Network Specificatio
ns Network
Business Functions
and Services Business
Processes Model
Application Landscape
Application Design
Application Service
Specification Service
Business Drivers
Roadmaps
Transformation
Governance Control
Design
Timing Specificatio
n Change
Business Strategy
Business Goals and Objectives
Guiding Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
EA What How Where Who When Why
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Focus during initiation phase
Project Services and Framework
Business Domains
Business Data Model
Logical Data Model
Physical Data Model
Data Specificatio
n Data
Organisation Structure
Business Roles
User Centric Design
User Interface
Presentation Security
Specification
Organisation
Business Locations
Environments and
Locations
Technology Platforms
Physical (network) Design
Hardware and
Network Specificatio
ns Network
Business Functions
and Services Business
Processes Model
Application Landscape
Application Design
Application Service
Specification Service
Business Drivers
Roadmaps
Transformation
Governance
Control Design
Timing Specificatio
n Change
Business Strategy
Business Goals and Objectives
Guiding Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
EA What How Where Who When Why
Focus during start-up phase
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Focus during initiation phase
Focus during execution phase
Focus during start-up phase
Project Services and Framework
Business Domains
Business Data Model
Logical Data Model
Physical Data Model
Data Specificatio
n Data
Organisation Structure
Business Roles
User Centric Design
User Interface
Presentation
Security Specificatio
n Organisatio
n
Business Locations
Environments and
Locations
Technology Platforms
Physical (network) Design
Hardware and
Network Specificatio
ns Network
Business Functions
and Services Business
Processes Model
Application Landscape
Application Design
Application Service
Specification Service
Business Drivers
Roadmaps
Transformation
Governance
Control Design
Timing Specificatio
n Change
Business Strategy
Business Goals and Objectives
Guiding Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
EA What How Where Who When Why
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Focus during initiation phase
Focus during execution phase
Focus during start-up phase
Project Services and Framework
Business Domains
Business Data Model
Logical Data Model
Physical Data Model
Data Specification
Data
Organisation Structure
Business Roles
User Centric Design
User Interface
Presentation
Security Specification
Organisation
Business Locations
Environments and
Locations
Technology Platforms
Physical (network) Design
Hardware and Network Specification
s Network
Business Functions
and Services Business
Processes Model
Application Landscape
Application Design
Application Service
Specification
Service
Business Drivers
Roadmaps
Transformation
Governance
Control Design
Timing Specification
Change
Business Strategy
Business Goals and Objectives
Guiding Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
EA What How Where Who When Why
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Closure phase
Execution phase
Initiation phase
Start-up phase
Quality street Architecture Services
• Business Intake • Architecture Guidance
• Project Start Architecture • Architecture Guidance • Business Approval
• Project Health Check • Architecture Guidance
• Final Conformity Audit
Focus during initiation phase
Focus during execution phase
Focus during start-up phase
Project Services and Framework
Business Domains
Business Data Model
Logical Data Model
Physical Data Model
Data Specification
Data
Organisation Structure
Business Roles
User Centric Design
User Interface
Presentation
Security Specification
Organisation
Business Locations
Environments and
Locations
Technology Platforms
Physical (network) Design
Hardware and Network Specification
s Network
Business Functions
and Services Business
Processes Model
Application Landscape
Application Design
Application Service
Specification
Service
Business Drivers
Roadmaps
Transformation
Governance
Control Design
Timing Specification
Change
Business Strategy
Business Goals and Objectives
Guiding Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
EA What How Where Who When Why
Focus during closure phase
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Agenda Purpose of Discussion Proposed Project Management Process
Some Project Examples
Zachman Framework
What/how information is gathered during
Project Process using Framework The Project Template (TGL):
Transformation Governance Log
Open discussion on project methodology
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Business Domains
Business Data Model
Logical Data Model
Physical Data Model
Data Specification
Data
Organisation Structure
Business Roles
User Centric Design
User Interface Presentation
Security Specification
Organisation
Business Locations
Environments and Locations
Technology Platforms
Physical (network) Design
Hardware and Network
Specifications
Network
Business Functions and
Services
Business Processes
Model
Application Landscape
Application Design
Application Service
Specification
Service
Business Drivers
Roadmaps
Transformation Governance
Control Design
Timing Specification
Change
Business Strategy
Business Goals and Objectives
Guiding Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Enterprise Architecture What How Where Who When Why
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
A6 B6 C6 D6 E6 F6
Framework
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Business Domains
Business Data Model
Logical Data Model
Physical Data Model
Data Specification
Data
Organisation Structure
Business Roles
User Centric Design
User Interface Presentation
Security Specification
Organisation
Business Locations
Environments and Locations
Technology Platforms
Physical (network) Design
Hardware and Network
Specifications
Network
Business Functions and
Services
Business Processes
Model
Application Landscape
Application Design
Application Service
Specification
Service
Business Drivers
Roadmaps
Transformation Governance
Control Design
Timing Specification
Change
Business Strategy
Business Goals and Objectives
Guiding Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Enterprise Architecture What How Where Who When Why
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
A6 B6 C6 D6 E6 F6
ProjectIntakeFramework
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Business Domains
Business Data Model
Logical Data Model
Physical Data Model
Data Specification
Data
Organisation Structure
Business Roles
User Centric Design
User Interface Presentation
Security Specification
Organisation
Business Locations
Environments and Locations
Technology Platforms
Physical (network) Design
Hardware and Network
Specifications
Network
Business Functions and
Services
Business Processes
Model
Application Landscape
Application Design
Application Service
Specification
Service
Business Drivers
Roadmaps
Transformation Governance
Control Design
Timing Specification
Change
Business Strategy
Business Goals and Objectives
Guiding Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Enterprise Architecture What How Where Who When Why
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
A6 B6 C6 D6 E6 F6
ProjectIntake
Conformity ApprovalFramework
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Business Domains
Business Data Model
Logical Data Model
Physical Data Model
Data Specification
Data
Organisation Structure
Business Roles
User Centric Design
User Interface Presentation
Security Specification
Organisation
Business Locations
Environments and Locations
Technology Platforms
Physical (network) Design
Hardware and Network
Specifications
Network
Business Functions and
Services
Business Processes
Model
Application Landscape
Application Design
Application Service
Specification
Service
Business Drivers
Roadmaps
Transformation Governance
Control Design
Timing Specification
Change
Business Strategy
Business Goals and Objectives
Guiding Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Enterprise Architecture What How Where Who When Why
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
A6 B6 C6 D6 E6 F6
ProjectIntake
Conformity Approval
HealthCheckFramework
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Business Domains
Business Data Model
Logical Data Model
Physical Data Model
Data Specification
Data
Organisation Structure
Business Roles
User Centric Design
User Interface Presentation
Security Specification
Organisation
Business Locations
Environments and Locations
Technology Platforms
Physical (network) Design
Hardware and Network
Specifications
Network
Business Functions and
Services
Business Processes
Model
Application Landscape
Application Design
Application Service
Specification
Service
Business Drivers
Roadmaps
Transformation Governance
Control Design
Timing Specification
Change
Business Strategy
Business Goals and Objectives
Guiding Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Enterprise Architecture What How Where Who When Why
ProjectIntake
Conformity Approval
HealthCheck
HealthCheck
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
Framework
A6 B6 C6 D6 E6 F6
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Business Domains
Business Data Model
Logical Data Model
Physical Data Model
Data Specification
Data
Organisation Structure
Business Roles
User Centric Design
User Interface Presentation
Security Specification
Organisation
Business Locations
Environments and Locations
Technology Platforms
Physical (network) Design
Hardware and Network
Specifications
Network
Business Functions and
Services
Business Processes
Model
Application Landscape
Application Design
Application Service
Specification
Service
Business Drivers
Roadmaps
Transformation Governance
Control Design
Timing Specification
Change
Business Strategy
Business Goals and Objectives
Guiding Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Enterprise Architecture What How Where Who When Why
ProjectIntake
Conformity Approval
HealthCheck
HealthCheck
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
Framework
A6 B6 C6 D6 E6 F6
FinalAudit
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Agenda Purpose of Discussion Proposed Project Management Process
Some Project Examples
Zachman Framework
What/how information is gathered during
Project Process using Framework The Project Template (TGL):
Transformation Governance Log
Open discussion on project methodology
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Transformation Governance Log (TGL) Project Start-up
What services/solutions will be delivered to the project
Sign off regarding the approach by the applicable business services
In depth examination of the project's deliverables and their alignment with approval and/or architecture standards, guidelines and principles
Project Initiation Which borders will the
project have to respect
- Business Intake
- Project Start Architecture
Project Execution
- Final Conformity Audit Before Project Closure
Final project deliverables in line with agreements
- Project Health Check
- Business Approval
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.
Agenda Purpose of Discussion Proposed Project Management Process
Some Project Examples
Zachman Framework
What/how information is gathered during
Project Process using Framework The Project Template (TGL):
Transformation Governance Log
Open discussion on project methodology
Done by Josh Folgado. Copyright © 2014 joshfolgado.com . All rights reserved.