OPTIMUS SBR · est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit, sed quia...

ON TIME, ON BUDGET...IT’S THAT SIMPLE

PROJECT MANAGEMENT

CHOICE TOOLS. PRECISION AIM. BOLD ATTITUDE.

OPTIMUS SBR

Service Offerings | 1 Project Management | 2

Project management is a complex system comprised of various tasks and parts that need to work together in order to be successful, just like an airport hub. When one part of the system fails, it throws the others into chaos. OPTIMUS | SBR has the proven project management expertise to ensure that your complex systems are kept in check so that your projects are executed on time and on budget.

For over 30 years, OPTIMUS | SBR has provided project management expertise that has helped successfully shape project governance, project management offices, and program management initiatives in leading firms across North America.

ABOUT US

WHO WE ARE

OPTIMUS | SBR is a management consulting firm focused on supporting executive leaders and their organizations in solving problems, facilitating change and optimizing performance.

Since 1979, we have provided leading firms across North America with advisory services customized to address unique needs, including project management, strategy and leadership development, and process and implementation planning.

OUR CAPABILITIES

OUR VALUES

How we do things is just as important as what we do. Our consultants behave in accordance to our value system:

Teamwork • Integrity • Passion • Initiative • Leadership

PRACTICE AREAS

Our project management experience spans across our key practice areas:

Financial Services | Energy & Infrastructure | Health Care & Not-for-Profit |

Government & Agencies

Management Consulting • Resource Augmentation

Strategy Process Improvement

Project Management

Research & Analytics

Governance & Executive Leadership


PROJECT MANAGEMENT

Creating value in today’s market requires translating strategies with far-reaching impact into a myriad of actions by dozens, if not hundreds or even thousands, of resources.

But how do you keep so many moving parts, priorities, stakeholders, considerations and implications in check?

Do you feel equipped to successfully deliver against all of your mandates and your stakeholders’ expectations?

Across North America, there are fewer projects that get completed on time and within budget than those that do not. As organizations become more diverse and technology becomes more advanced, projects are becoming more complex and their inherent risks multiply.

THE CHALLENGE

COMMON SYMPTOMS

• Inconsistent estimating and planning methodologies that create inaccuracies in time and budget estimates

• Risks that aren’t thoroughly identified or sufficiently mapped leaving the overall project vulnerable to changes or crises

• Roles and responsibilities that aren’t clarified creating issues with quality output and timelines

• Reporting that is incomplete or overly cumbersome making it ineffective for decision making

• Contingencies that aren’t considered or communicated to relevant stakeholders impacting the organization’s ability to react to a crisis

• Issues that aren’t managed correctly often weaken their impact and drive increased risk to the organization

Are Your Resources Being Drained? Project management issues in an organization create knock-on effects that create a drain on resources throughout the enterprise. Talent gets stretched, investments get misallocated, crises arise, and credibility is impacted. Does your organization exhibit these common symptoms of ineffective project management?

OF INEFFECTIVE PROJECT MANAGEMENT


We have an extremely talented pool of cross-industry experts capable of managing infinitely complex problem sets keeping all moving parts driving towards successful completion. No matter what obstacle in project delivery is encountered, we have likely not only seen it before, but have successfully overcome it as well.

Our resources mobilize quickly, and in short periods of time can have an immediate impact on your operation.

We bring a comprehensive in-house body of project management skills, and implement these skills efficiently using disciplined and proven project management frameworks.

Whether your need is project infrastructure, resources, training, or turnaround, your solution lies within OPTIMUS | SBR.

Our advantage lies in the breadth of our experience.

OPTIMUS | SBR provides Project Management services to assist in the proper planning and execution of projects, and helps leaders keep all of their resources and variables in check.

Our solutions include:

PROJECT MANAGEMENT SOLUTIONS SUITE

Project/Program Management Office Framework Development

Project Management Governance & Policy Development

Project/Program Health Checks & Audits

Project Management Tools & Methodology Development

Value-Add Project Management Resource Support

Customized Organization Specific Project Management Training


Project/Program Management Office Framework Development

• Help bring clarity to your organization by creating a centralized hub of project activity

• Align efforts to organizational goals through the creation of concise methodologies

• Provide a sound structure and direction for all related projects to follow

Project Management Governance & Policy Development

• Review current project management governance and policies to determine strengths and weaknesses

• Develop recommendations for governance and policies pertaining to project management

• Implement new governance and policies measures to the Project Management Office

Stra

tegi

cO

pera

tiona

l

Program O

versight &

LeadershipPortfolio O

versight &

LeadershipProgram

M

anagement

Tacti

cal

Executive Oversight Committee (Quarterly)

Mandate Summary:• Oversight and direction on strategic direction• Prioritization and approval of sequencing for new

rollout• Membership: EVP, SVP, Director

Steering Committee (Monthly)

Mandate Summary:• Oversight and direction of program implementation• Receipt and assessment of post-implementation

improvement• Membership: EVP, SVP, Director

Project Advisory Working Group

Mandate & Roles:As Per Current Project Gover-nance Structure

Project IT Working Group


Project PM Working Group


Chair / Leader: Program Manage-

ment Leader

Chair / Leader: Program Executive Sponsor

Chair / Leader: Portfolio Executive Sponsor

Project Prioritization Model

Large

Low

Small Business Impact

High

Stra

tegi

c Im

port

ance

333

111222

666

444

555

Framework

Governance Model Organization Structure

Met

hodo

logie

s

Reporting & Analysis

Tools

Resources Supp

ort

Governance

S A

M P

L E

Project Management | 8


Project / Program Health Checks & Audits

• Provide an unbiased, objective viewpoint to review projects that are at risk or off track

• Undergo a comprehensive review of pro-jects or programs that can uncover issues and produce solutions that positively impact delivery

• Develop and implement a plan to revive the project and ensure it stays the course

Theme Project Score

Governance Assessment

1. Project Documentation & Management 7

2. Stakeholder Engagement 8

3. Business & Technology Engagement 4

4. Communication & Reporting 8

5. Vendor Management 9

Technical Assessment 1. Development Process 7

2. Architecture & Application Design 3

3. Acceptance & Performance Testing 9

4. Quality & Defects Management 9

5. System Operation & Support 6.5

Audit

Project Management Tools & Methodology Development

• Work with your organization to develop a best-in-class project management toolkit and governance methodology

• Provide implementation and training support of tools and methodology to your team

• Work with you to customize tools to blend best practices with your organizational needs and requirements

Budget Schedule Milestone Completion

Risk

G G G G

Budget Approved

Key Indicators

YTD Actuals($ value & % of Annual Budget)

$89,277 11.31%

$697,990 0.00%

($1,858) -0.28%

$789,125

Forecast Expenditure to Completion ($ value & % of variance from Budget)

Approved Change Requests($ value & % of Project Budget)

Program or Project Reporting Tools

Delivery Management Methodology

KEY ACTIVITIES & MILESTONE ROSTER Month 1 Month 2 Month 3 Month 4

WBS Tasks Prime Effort % Budget Used Wk1 Wk2 Wk3 Wk4 Wk1 Wk2 Wk3 Wk4 Wk1 Wk2 Wk3 Wk4 Wk1 Wk2 Wk3 Wk4

1 RELATIONSHIP MANAGEMENT (RM) NA

1.1 RM PLANNINGNA

1.1.1 Relationship Management Plan Relationship Mgr .5d

2 PROJECT INCEPTION 5%

2.1 SCOPING AND PLANNING

5%2.1.1 Schedule scoping meeting and kick-off meeting with client Project Mgr .25d

2.2 PROJECT LAUNCH

2.2.1 Conduct internal kick-off. Validate project approach internally Project Mgr .5d

3 PROJECT EXECUTION 60%

3.1 DISCOVERY

3.1.1 Data gathering – internal data (interviews) & external Team Varies 20%

3.2 SOLUTIONING

3.2.1 Preliminary solution design Team Varies 30%

3.3 IMPLEMENTATION

3.3.1 Implementation strategy, approach and action plan Team Varies 10%

4 PROJECT MONITORING & COMMUNICATIONS 20%

4.1 PROJECT MONITORING

4.1.1 Project issues and risk management Project Mgr .5d 20%

5 PROJECT CLOSE-OUT 15%

5.1 DELIVERABLE PRODUCTION

5.1.1 Draft & validate deliverable table of contents Project Mgr .5d 15%

!

S A M P L ES A M P L E

S A

M P

L E



Customized Organization Specific Project Management Training

• Train and develop your in-house resources to ensure they practice best-in-class project management approaches

• Customize a program that is well suited to existing project management practices within your organization

• Leverage proven project management tools and methodologies to drive consistent project management practices across your organization

Value-Add Project Management Resource Support

What is Value-Add?

It is the provision of project management resources that are more than just a container approach. They get involved in the content to truly understand project risk.

• Provide quality project management resources that will bring value to the project

• Bring experience and depth to complement or lead your in-house team, depending on your requirements

• Attain positive results that will be felt long after the resource leaves – part of our Value-Add approach

ABC Co.IT A&S

IT SolutionsFinancial

Systems & IT Apps

Tech. Support & Solutions

OPTIMUS | SBR Special Projects

Support Unit

Delivery Manager (FTE)

Delivery QA (PTE)

Additional Resources as

Required

Knowledge Management

Process and Procedure

Schematics Tools and Templates

Training

1 2 3 4

Delivery Methodology Management Matrix

Lifecycle Phases Tasks Schematics Policy &

ProceduresTools &

Templates

1. Client Relationship Management

RM Planning

RM Concept Diagram deck RM & P&P

• RM Planning Tool• Sponsors Feedback Template• Personality Assessment Form• Extension Work Template

Ongoing RM

RM Closing

2. Project Inception

Project Hand-off NA Project Hand-off P&P Hand-off Deck

Client Scoping meeting NA Client Scoping P&P Client Scoping Tool

Project Plan NA

Project Management P&P

Master Project Gantt

Project Charter NA Project Charter Template

Internal Kick-off NA Kick-off P&P Internal Kick-off Deck

External Stakehold-ers Analysis NA Stakeholders Analysis P&P Stakeholder Analysis Tools

Client Kick-off Meeting NA Kick-off P&P Client Kick-off Deck

Deliverable Table of Contents NA NA Table of Contents Template

Project Proposal Project Manager:Sponsor:Prepared by:

Revision History:

Project Goal:

Problem/Opportunity Definition:

Proposed Solution:

Project Selection and Ranking Criteria: • Project Benefit Category • Portfolio fit and interdependencies • Project Urgency

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Revision Date Revised By Approved By Description of Change Version No.

List of Recommendations

ID Recommen-dation

Description of Issue

Addressed

Recommenda-tion Analysis

Total Score

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Concept Diagram


OPTIMUS | SBR CLIENT

CEO / Senior

Management

RelationshipManager

Project Manager

Project Team

Sponsor

RelationshipManager

Project Manager

Project Team

Lorem ipsum dolor sit amet, consectetur adipisicing

Training Deck

TRAINING PRESENTATION

Prepared by:

OPTIMUS SBR


THE REALITY

• Projects can lack clarity and direction, despite great efforts• Your in-house team may need extra assistance to get the job done• Misalignment of goals, ideas and process can lead a project dramatically

off course, costing your organization thousands in lost money and time

THE BOTTOM LINE

Well-run airport hubs seem to function seamlessly with each arrival and departure successfully executed due to the coordination and execution of thousands of talented individuals. In a similar way, our Value-added approach to Project Management means you get people who understand Strategy and Business, not just Gantt Charts and Project Charters.

This means you get a true business partner that will help your organization achieve its desired results. The right way.

THE SOLUTION

• We provide clarity and direction to your organization’s projects, from Program Management Frameworks to Project Health Checks

• We provide high quality resources that will help your in-house team get the job done, from simply providing them with some additional assistance to leading them all of the way to program close

• Our proven multi-disciplinary approach will ensure that your team and project stay on course and on budget


OPTIMUS SBRCHOICE TOOLS. PRECISION AIM. BOLD ATTITUDE.

30 Adelaide Street East, Suite 600Toronto, ON M5C [email protected]

416-649-6000www.OptimusSbr.com

mailto:info%40optimussbr.com?subject=Information%20Request%20%E2%80%93%20Project%20Management

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