PMO DEMO BAL SCORECARD REL II 12-19-12

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

http://www.exec-pm-dashboards.com/

mailto:[email protected]

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)


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%

Page 1 of 27Copyright 9/1/12 for Executive Program Management Dashboard, LLC

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


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



• 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


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


PMO BALANCED SCORECARD – RELEASE II PMO BALANCE SCORECARD SCREENSHOTS

PMO BALANCE SCORECARD RELEASE II (SCREENSHOTS)


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



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APPLICATION INTEGRATED NOTE FUNCTIONALITY





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PROGRAM / PROJECT ANALYSIS FUNCTIONALITY

REAL TIME EXECUTIVE & PROJECT TEAM NOTES FUNCTIONALITY



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BUSINESS REQUIREMENTS FOCUS



BUSINESS REQUIREMENTS FOCUS WITH INTEGRATED IT METRIC REPORTING; DYNAMIC REAL TIME UPDATING MONTH TO MONTH


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PMO BALANCED SCORECARD – RELEASE II EPMD FAB’S

EPMD BALANCED SCORECARDFEATURES / ADVANTAGES / BENEFITS


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 !!


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




Contacts & Social Media

END OF PRESENTATION


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



http://www.exec-pm-dashboards.com/Training.html

http://www.exec-pm-dashboards.com/Training.html

http://www.facebook.com/pages/Executive-Program-Management-Dashboard-LLC/434145646598332



http://www.linkedin.com/in/denniswiggins

http://www.linkedin.com/in/denniswiggins

https://twitter.com/


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

EPMD Copyright 9/1/12 Page 8 of 11

EPMD Agile – Story Readiness Report Tab

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EPMD Agile – Summary Report Tab

EPMD Copyright 9/1/12 Page 10 of 11

EPMD Agile – Workload Report Tab

END OF AGILE (SCRUM ) SCREEN SHOTS

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PMO DEMO BAL SCORECARD REL II 12-19-12

Technology

Transcript of PMO DEMO BAL SCORECARD REL II 12-19-12