Strategy and Business Model Alignment
- ◻ Diagnosis: Assess and analyze the problem this project/program is addressing; business case alignment; Customer and stakeholder pain points and needs assessment
- ◻ Choice: Prioritize activities based on strategic choices; Choose and prioritize requirements
- ◻ Design: Business case alignment rules based on strategy; connect and link initiatives, programs, and projects to test coherence and identify redundancies
- ◻ Action: Review and validate business model canvas; business case review and alignment; provide strategic decision‐support
- ◻ Evolve: Retrospective, learning, iteration, and evolvement
Strategic Risk and Investment Management
- ◻ Diagnosis: Risk and assumption analysis
- ◻ Choice: Boundaries for risk acceptance, avoidance, sharing
- ◻ Design: Risk identification, assessment, risk response, and control approach
- ◻ Action: Proactive risk review and management; environmental scanning
- ◻ Evolve: Retrospective, learning, iteration, and evolvement
Benefits, Value, and Impact Management
- ◻ Diagnosis: Assess and evaluate, results, benefits, value, and impact analysis
- ◻ Choice: Determine what approaches and actions will move the needle and identify opportunities for benefits optimization
- ◻ Design: Benefits management approach—identification, mapping, alignment, prioritization, realization, and benefits realization milestones (BRMs)
- ◻ Action: Benefits management— Identify opportunities for benefits optimization; Review and recommend actions for cost savings, cost avoidance, and optimization
- ◻ Evolve: Results, benefits, value, and impact assessment and analysis; Retrospective, learning, iteration, and evolvement
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People
- ◻ Assess and develop team members with balanced next generation skills and capabilities (see Execution and Balance chapters for more on next generation skills)
Process
- ◻ Utilize relevant PM Processes—initiation, planning, execution, monitoring, and control and closeout
Knowledge Areas:
- ◻ Integration
- ◻ Scope
- ◻ Time
- ◻ Cost
- ◻ Quality
- ◻ Human resources
- ◻ Communications
- ◻ Risk
- ◻ Procurement
- ◻ Stakeholder mgt.
Technology: Tools, Systems, Apps, and Bots
- ◻ Utilize and leverage appropriate combination of tools and systems
Flow
- ◻ Map critical workflows
- ◻ Identify interfaces
- ◻ Identify and map interdependencies
- ◻ Identify bottlenecks
- ◻ Optimize workflow
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Steering
- ◻ Identify or establish appropriate steering structure for project/program
Standards
- ◻ Utilize established standards and methodologies
Policies–Procedures
- ◻ Identify, develop, or adopt appropriate polices, and procedures for each of the DNA areas of strategy, execution, connect, measure, change, and learn
Gates
- ◻ Review and prepare for stage‐gate criteria Participate in stage‐gate reviews
Review–Audit
- ◻ Prepare for project / program reviews Participate in project / program reviews and audits
Compliance
- ◻ Review and complete compliance requirements for: Regulatory
- ◻ Legal
- ◻ Financial
- ◻ Security
- ◻ Environmental
- ◻ Industry specific
- ◻ International
Responsibility and Accountability
- ◻ Establish/clarify responsibility and accountability (RACI)
Authority
- ◻ Identify, review, clarify relevant authority thresholds
Decision‐rights
- ◻ Identify, review, and clarify relevant decision‐rights
Rules–Guidelines
- ◻ Identify, review, clarify, and communicate—boundary, prioritizing, and stopping rules or guidelines
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Customer and Stakeholder Management
- ◻ Stakeholder identification, classification, prioritization, and management
- ◻ Identify and define customer
- ◻ Facilitate stakeholder and customer engagement
Silos
- ◻ Identify and map relevant organizational silos related to project/program
- ◻ Identify and map organizational matrix roles related to project/program
Business
- ◻ Review and identify business model activities
- ◻ Identify and connect project/program activities to business model
- ◻ Review or develop project business model canvas
Interfaces and Interdependencies
- ◻ Identify and map org. interfaces
- ◻ Identify and map cross‐project interdependencies
- ◻ Connect interfaces and interdependencies
Network and Connections
- ◻ Map stakeholder formal and informal networks
- ◻ Stakeholder network analysis
- ◻ Identify structural holes, gaps, and corrective actions
Marcom
- ◻ Develop marcom and branding strategies for project/program Promote project/program visibility, benefits, and value
- ◻ Monitor and seek communications feedback
- ◻ Identify communications gaps
- ◻ Facilitate corrective actions
Relationship Management
- ◻ Identify and develop relationships with key stakeholders
- ◻ Identify and resolve bottlenecks and organizational interfaces
- ◻ Business partner relationship management (partner with customers to understand business/project needs)
- ◻ Vendor and outsourcing management
Community
- ◻ Participate and facilitate collaboration in relevant communities of practice (internal and external as appropriate)
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