PMO Services Checklist

Transcription

1 PMO Services Checklist by IMPACTbyLaura.com

2 Services Checklist This resource is a list of possible services and categories that you can consider when determining how you will drive IMPACT with your PMO. Leverage this resource to facilitate discussions on ways you can address the defined pain points and outcomes of the other assessments. Summary of assessments and worksheets Notes:

3 Strategy Management Strategic planning process and resources Strategic alignment of projects to corporate strategy Confirming and validating strategic priorities Environmental scanning Research and data to support decision making Opportunity & cost/benefit management Project start up support Provide guidance, oversight and support for the development of the strategic vision Become trusted advisor to organization Act as strategy navigator Participate in strategy definition process

4 Portfolio Management Project identification, intake and prioritization Project strategic alignment Opportunities and investment analysis IMPACT realization tracking/measurement Portfolio level monitoring and risk management PPM techniques for portfolio improvements Portfolio reporting Resource utilization and allocation Financial management Consistent clarity of project progress and responsibilities Ensures accurate reporting to the sponsors and customers Provide budget forecasting and budget risk mitigation Provide clear and simple reports to show portfolio and status Ensure projects are aligned with organizational priorities and strategy Leverage best-in-class techniques for maximal benefits realization, throughput and resource utilization Provide a centralized and clear picture of resource allocations via online tools and reporting Ensure the right resources are working on the most vital tasks Provide a clear picture of upcoming and planned projects to assist in planning and resource leveling

5 Governance and Performance Management IMPACT and performance reporting Issue escalation Information distribution IMPACT metrics/kpis definition and support Compliance and audit Change control PMO IMPACT management Determine best practices effectiveness at the project level Activities and task management for the governance framework Provide a consultative audit approach to help ensure right-sized compliance Complete, accurate, and actively managed budgeting and forecasting processes

6 Program and Project Delivery Define the business goals Business IMPACT realization management Schedule/cost/scope management Risk management Stakeholder management Project integration Cross-functional project oversight Enterprise project oversight Complete, accurate, and actively managed budgeting and forecasting processes Detailed program and project schedules for transparency and improved execution confidence Proactive resource management across organizations Higher level of confidence in program scope, time, and cost throughout the program/project life cycles Quality and consistency in deliverables and project execution Improve seamless transition process from project execution to maintenance and support mode Clearly defined guiding principles, goals, and scope for programs and projects

7 Advisory Support Coaching Guidance Consultations Project assessment Project rescue and recovery Guidance to help with tools, process, templates, and methodology Trusted advisor for second opinion Conflict resolution Actively engage all PMs organization-wide Provide active and engaged PM advocacy Champion and advocate for PMs internally Develop advisory framework and engagement model

8 Organizational Change Management Change readiness evaluation Change resistance management Stakeholder management and engagement Change communications Organizational change management education Consulting/guidance to project teams Reeducate on change resistance Provide support and materials to help through change process Help with sponsor engagement, education, and expectations management Ensure high levels of communication through effective and managed integrated Change Management Support and evaluate communications

9 Talent Management Training Career planning and development Capability development Certification guidance and support Resource management Talent resourcing center Rotational programs Mentoring programs Outcomes: Create programs that solve the talent gap Partner with HR to create awareness and increased support for PMs, as well as role clarity Assess gaps and foster the growth of resources into their role and maximizes job satisfaction Standardize process around resource allocation and utilization across programs Promoting growth and development within project and program managers' skill sets and abilities

10 Standards, Methodologies and Processes IMPACT metrics definition and guidance Process development and improvement Best practices guidance and support Methodology identification, selection and support Center of Excellent Execution / Excellence Online repository with feedback mechanism Create advisory board to review and recommend Identify internal best practices Manage stakeholder expectations through consistent and defined engagement methodologies Provide consistent standards for project management best practices across organization Provided convenient and clear task allocations best practices/ templates/ guidance Standardize clear documentation to maximize ease and accuracy of communication

11 Tools and Templates Tools creation, provisioning and integration Tool support Templates creation and guidance Online repository with knowledgebase IMPACT management resources Provide accurate and real time dynamic reporting from a centralized repository for all project and program data Improve effectiveness of resource utilization through the enterprise resource management functionality Create ability to quickly and effectively access resource and task data through custom views and reports Increase awareness of resource allocations enables more accurate and reliable forecasting and planning Provide applicable and effective tools that support and enhance the engagement models

12 Knowledge Management Define knowledge management policies Project Information System management Manage intellectual collateral/property Manage/facilitate lessons learned process Content management and collaboration Online repository with knowledgebase Focus on providing information in a useful and efficient manner Lessons learned and knowledge repository Assemble project assets from across company Foster growth and development that utilizes and shares associate knowledge and experience Create opportunity for feedback to be shared and implemented Gather external knowledge resources

13 Procurement Management Vendor management Contracts management Negotiations Cost management Find opportunities to remove pain it the contract process Handle negotiations for project teams Provide list of vetted vendors Provide vendor management process resources