Gartner PPM & IT Governance Summit 2011

Transcription

1 Gartner PPM & IT Governance June San Diego, CA The 2011 Gartner PPM & IT Governance Summit was held June 20 22, at the Manchester Grand Hyatt in San Diego, CA. The conference drew attendees from a wide range of industries and organizations. This report provides highlights from the three-day event, including: Findings From Gartner PPM & IT Governance...Page 2 4 Conference Highlights... Page 4 Gartner Keynotes... Page 6 Snapshot of Attendees... Page 6 Guest Keynotes...Page 7 Best-Attended and Top-Rated Sessions... Page 8 9 Sponsors... Page 9 Overview Save the date The Gartner PPM & IT Governance Summit 2012 takes place May 21 23, in National Harbor, MD, at the Gaylord National. Be sure to bookmark the website gartner.com/us/ ppm and check back for 2012 conference updates. At the third annual Gartner PPM & IT Governance Summit, attendees sought out ways to: match execution approaches depending on program types, use social networking for PPM and IT governance, govern through the current outsourcing revolution, drive initiative decisions and direction through effective PPM reports and dashboards, and manage complexity and constant change. This year s PPM summit attendees participated in on-site benefits, hearing the latest PPM and IT governance presentations from the Gartner Research community on today s most pressing topics, attending workshops run by expert analysts and industry leaders, hearing real-life experiences during peer case studies, engaging in analyst-user roundtables and one-on-one meetings with Gartner analysts, and checking out the latest solutions in the exhibitor hall. 1

2 June San Diego, CA Findings From Gartner PPM & IT Governance Here are key recommendations from this year s most popular Gartner-analyst sessions especially useful for your 2012 planning and strategy considerations. The New PPM Normal: Increased Complexity and Constant Change, and New Approaches to Embrace These (A2) Robert A. Handler, Vice President and Distinguished Analyst It was very informative and gave great insight into areas we are looking to develop in our organization. Acknowledge complexity and its complications on PPM. Identify complex adaptive systems within PPM, and treat them accordingly. Continue to apply known best practices to the simple and complicated PPM situations. Embark on the journey to understanding complexity. Creating and Executing an Effective Governance Process (A6) Carefully manage the tug of war between control and agility. Constantly review standing and project governance processes and streamline. Remember that the more mature the governance, the more agile it is. Adapt governance processes to your investment portfolio and to your enterprise maturity level. The Lean PMO: Find Value and Cut Waste on IT Projects and Beyond (B1) Matt Light, Vice President Stay connected with the contacts you made Join your colleagues on the Gartner PPM & IT Governance (Xchange) LinkedIn group and Twitter community. linkedin.com #gartnerppm A lean PMO applies these five principles of lean to projects, processes and itself: value, value stream, perfection, flow and pull. A lean PMO targets waste; it doesn t contribute to it. Help define direct and indirect value in projects charters. Rapid improvement events (kaizen) harness cross-functional knowledge to cut waste. Create a new IT self-image: getting better every day. Reward project managers and team members for identifying process and quality issues. Measure business improvement (not just project metrics). Just do it improvement is part of the PMO mission. 2

3 June San Diego, CA Findings From Gartner PPM & IT Governance (continued) Communicating About Projects: Using Reports and Dashboards to Drive Actions and Decisions (B5) Good experience. The summit helped me validate the processes we have in place and make adjustments where necessary. Review your communications for fit fit to role, fit to style, fit to goal. Change as required. Proactively plan executive reporting and communications based on specific audience needs for taking action and making decisions. Report less, analyze more and recommend actions. Use reporting and information to ask new questions. Mature project communications by adding levels then trends, then comparatives and integrating the same into comprehensive casual models. Leading Programs: No Place for Amateurs (B8) Michael Hanford, Vice President Consider your need for and typical usage of the program mechanism. Assess your current program leadership capability and its deficiencies honestly. Create and adopt an approach to deliver an appropriate and effective reservoir of potential executive sponsors/sros and program managers or select an alternative. Communicate these ideas, lessons and actions to those who govern your organization, and decide where to expand major capital. Shepherding Successful Projects: The Art and Science of Change Management (C2) Carol Rozwell, Vice President and Distinguished Analyst Seek out change masters in the organization and leverage their expertise. Update traditional change management approaches based on new research into cognition and human motivation. Incorporate techniques into the project team s toolkit that help them gain a better understanding of the change targets requirements and motivations. Utilize engaging communication mechanisms that tap into people s emotions to explain the change imperative. 3

4 June San Diego, CA Findings From Gartner PPM & IT Governance (continued) Managing IT Demand: How to Do It, How Much to Do and How to Find the Resources (C3) Define your boundaries and stick to them. Ensure the organization doesn t move without quality input. Create, review or refine characters for all groups, boards, bodies, functions involved in demand intake. Make sure they know what to do and why they re doing it. Publish and communicate this information. Define an appropriate set of investment categories and a scoring framework for the project portfolio. Add relevant analysis and recommendations to all information gathered and presented throughout the process. This is where the PPM leaders add value. Don t just throw it over the wall. Don t just prioritize demand, manage it. Develop good information and visibility into resources and other constraints. Conference Highlights 8 Keynote sessions featuring Gartner analysts and industry experts: Welcome Address State of the Art: What s Hot and What s Not in PPM and IT Governance Driving PPM at the Enterprise Level: Cracking the Culture PPM and IT Governance Amid Turbulence and Change New Directions The PPM World Is Not Flat A Framework for Program Management A Leadership Framework for Achieving Successful Governance The Little BIG Things Driving Business Value through EXCELLENCE Top 10 Take-Aways and Future Research Ideas 18 Gartner track sessions some selected topics: Driving Better IT Financial Management to Enable IT Transparency and Business Value The Lean PMO: Find Value and Cut Waste on IT Projects and Beyond PPM Roles and Staffing Models You Can Use Creating and Executing an Effective Governance Process Living With Application Risk for Portfolio Managers Are You Ready for an EPMO? 4

5 June San Diego, CA Conference Highlights (continued) Well organized, great opportunities for me to network with others and see emerging trends in PPM. This is helping me continuously improve my team. Revisit session presentation slides Miss a session? Need to revisit those recommendations again? Want to share a useful presentation with a colleague? As an attendee, you can access every slide from every session free of charge. Log in to agenda builder at gartner.com/us/ ppm and click on the PDF for the session you are interested in reviewing. 5 End-user case studies: Stories of Two PMO Journeys Portfolio Management Lessons for Uncertain Times Distributed Project Teams Building Project Management Success Across Borders Managing a Thousand Complex Projects: Lessons Learned From the National Nuclear Security Administration Deploying Next-Generation Planning Processes and Tools to Enable Transparency and Increase Speed of Execution 14 Roundtable discussions (Gartner analyst-moderated) some selected topics: From Business Case to Benefits Review Why ROI Is Only Half as Good as You Might Think Reports, Dashboards, and Smoke Signals: Communicating About Projects With Executives Enterprise PPM and PPM for New Product Development Fostering Enterprise Risk Taking and Innovation Breaking Down the Barriers to Collaboration You re Doing What? Explaining Resources to Executives 5 Handyman sessions: How Can I Target and Quantify PPM Process Inefficiencies? How Do I Develop an Effective Vendor Management Program? How Can I Assess and Control Project Risk? How Can I Measure Value and Cancel Programs and Projects That Eat Up Cash? How Do I Use Published IT Budget Metrics in Creating Spending Goals? 2 Pre-event tutorial sessions: Are You Ready? Successful Initiatives Start With Organizational Readiness The First 100 Days of a PPM Leader: What s Your Priority? 12 Best-practices workshop series: Business Driven PMO Setup: Practical Insights, Techniques and Case Examples for Ensuring Success Effectively Managing Your IT Investments to Deliver Measurable Business Value The Gartner ITScore Maturity Model for Program and Portfolio Discovering Portfolio Management Best Practices That Really Work PPM Worst Practices: Pitfalls Peers Have Learned to Avoid Strengthening IT Governance to Drive Project Portfolio Decisions and Manage IT Demand 5

6 June San Diego, CA Audrey L. Apfel Managing Vice President Donna Fitzgerald Vice President Michael Hanford Vice President Tina Nunno Vice President and Distinguished Analyst Gartner Keynotes State of the Art: What s Hot and What s Not in PPM and IT Governance Speakers: ; Donna Fitzgerald, Vice President; In this opening panel, Gartner analysts tested your views on the future direction of PPM and IT Governance, and on common wisdom for the same. The panel presented research that confirmed whether or not your plans and direction are right on target. The PPM World Is Not Flat: A Framework for Program Management Speaker: Michael Hanford, Vice President In this keynote, Conference Chair Michael Hanford discussed how Gartner describes a taxonomy of program types you can use to match your conceptualization, planning and governing decisions to the kind of work you will actually do. He also described how Gartner also identifies two specific approaches to program management that fit different organizational cultures and program types. A Leadership Framework for Achieving Successful Governance Speaker: In this well-received keynote, Gartner analyst Tina Nunno explained how successfully implementing governance requires both leadership and execution. Nunno s keynote was based on a new governance leadership model and was designed to help CIOs and their governance leaders design an effective governance system. Snapshot of Attendees 17% were employed in the financial services sector 39% had titles at the director level or higher 75% were from the IT side 47% were in program and project management roles 13% were employed in Fortune 100 companies Walked away with info I could use as soon as I get back to the office. 6

7 June San Diego, CA Guest Keynotes Greg Ramah Assistant Vice President/PMO Director, State Auto Insurance Companies Driving PPM at the Enterprise Level: Cracking the Culture In this keynote, Greg Ramah discussed how just having a PMO in IT isn t enough; nor is it enough to have a well functioning EPMO. In order to become a truly effective organization, you need to become project capable at all levels. Ramah then explored some of the two steps forward and one step back lessons that Statewide Auto has learned as it continues to mature and enhance its EPMO. Audience reaction: Greg provided real-life examples of an evolution and rollout of RPM and EPMO. Very practical to the point. Greg is excellent presenter. The content is very useful. PPM and IT Governance Amid Turbulence and Change: New Directions Panelists: William Duncan, President, Project Management Project; Debra Jensen, CIO, Charlotte Russe; Mark Langley, President and CEO, Project Management Institute (PMI) Moderator: Matt Light Vice President Tom Peters, Author of The Little BIG Things: 163 Ways to Pursue Excellence In this well-received session, the keynote panel brought experience to bear on important questions such as: Can you still use last century s practices to govern and manage major IT initiatives and continue to endure poor governance and fragmented prioritization? Where will new answers and new directions come from, and what shape will they take? Numerous attendees participated with relevant follow-up questions to the panel s prior discussion and remarks. Audience reaction: Fabulous. Great thoughts. Great format, great presenters and great questions. The Little BIG Things: Driving Business Value through EXCELLENCE In this best-attended keynote, Tom Peters shared some of the practical wisdom from his latest book The Little BIG Things: 163 Ways to Pursue Excellence. Peters discussed some of what brings the best out of people and organizations that are crucial to PPM, IT Governance and Enterprise Architecture leaders who must continuously deliver value to their organizations by driving change, collaboration and successful execution of projects, initiatives and strategies. Audience reaction: The best session of the conference. Brilliant! Excellent dynamic energetic opinionated speaker. Great fun with a valid message. 7

8 June San Diego, CA Top Five Most-Attended Sessions K5. The Little BIG Things: Driving Business Value Through EXCELLENCE Tom Peters, Author of The Little BIG Things: 163 Ways to Pursue Excellence Best business motivational speaker I have seen and listened to. K1. State of the Art: What s Hot and What s Not in PPM and IT Governance ; Donna Fitzgerald, Vice President; Tina Nunno, Vice President and Distinguished Analyst Very well done. The view from CIO and CFO and Board of directors gave me great take-aways. K3. PPM and IT Governance Amid Turbulence and Change: New Directions Moderator: Matt Light, Vice President Panelists: William Duncan, President, Project Management Project; Debra Jensen, CIO, Charlotte Russe; Mark Langley, President and CEO, Project Management Institute (PMI) Great format, great presenters and great questions. The analysts and keynote guest speakers are high quality. Learn more with relevant research Want to learn more about the topics that interest you most? Turn to the end of each session presentation for a list of related Gartner research. Gartner research is available on demand at gartner.com. A6. Creating and Executing an Effective Governance Process This session was everything I expected it to be and more. On topic actionable and flawlessly presented. B5. Communicating About Projects: Using Reports and Dashboards to Drive Actions and Decisions Connection to business needs as well as detailed examples gave us practical next steps. Top Five Best-Rated Sessions A6. Creating and Executing an Effective Governance Process One of the best sessions. K5. The Little BIG Things: Driving Business Value Through EXCELLENCE Tom Peters, Author of The Little BIG Things: 163 Ways to Pursue Excellence What a captivating speaker who boils it down and puts it in your face; can t wait to share. B5. Communicating About Projects: Using Reports and Dashboards to Drive Actions and Decisions I learned most useful things from her session on how to communicate to executives. 8

9 June San Diego, CA Top Five Best-Rated Sessions (continued) K4b. A Leadership Framework for Achieving Successful Governance Tina is a great speaker and uses humor to get the message across in a memorable way. Very well-rounded subject matter with proactive and thoughtprovoking content and speakers. C3. Managing IT Demand: How to Do It, How Much to Do and How to Find the Resources Very practical and good presentation Thanks to Our 2011 Gartner PPM & IT Governance Summit Sponsors Premier sponsors Platinum sponsors Silver sponsors Accept Software AtTask Axis Group Compuware Corporation Daptiv Deloitte Consulting LLC EPM Live Innotas Instantis Pcubed PDWare Planisware PowerSteering Software Tenrox UMT Kiosk sponsors Automation Centre EcoSys PM Solutions Unanet Technologies Media and association partners 9