The Tactical Guide for Building a PMO by Dow, William -- Read -- Imperial Library of Trantor

Index

DEDICATION ABOUT THE AUTHOR TO MY WIFE & FAMILY CREDITS FOREWORD HOW THE BOOK IS STRUCTURED P ART O NE : P ROJECT M ANAGEMENT O FFICE F UNDAMENTALS P ART T WO : B UILDING A P ROJECT M ANAGEMENT O FFICE P ART T HREE : I MPLEMENTING A P ROJECT M ANAGEMENT O FFICE T IPS & B EST P RACTICES AND B ILL ’ S T HOUGHTS CHAPTER 1 PMO I NTRODUCTION N OW T HE T OP 5 R EASONS W HY PMO S F AIL PMO F AILURE : S OME O BSERVATIONS S UMMARY C HAPTER R EVIEW A NSWERS : CHAPTER 2 H ISTORY OF PMO S WHERE WE CAME FROM A NCIENT P ROJECTS M ODERN H ISTORY S UMMARY C HAPTER R EVIEW A NSWERS : CHAPTER 3 E XECUTIVE S UPPORT —S TOP N OW ! S UMMARY C HAPTER R EVIEW A NSWERS : PART TWO CHAPTER 4 H OW TO B UILD A PMO PMO B UILD S CHEDULE B REAKDOWN

Step 1: Grow PMO Manager Skills Step 2: Obtain Executive Support Step 3: Assessment Period Step 4: Recommendation Period Step 5: Build or Enhance Period Step 6: Implementation PMO Deliverables/Processes Period Step 7: Refine and Enhance (all items in Step 5) Period

PMO M ISSION AND V ISION S TATEMENTS PMO V ALUE D RIVERS AND KPI’ S PMO B UDGET P ROCESS M ETHODOLOGY G ROUPS : T HE B IG T HREE + O NE D IFFERENCES IN P ROCESS M ETHODOLOGIES PMI C OMPLIANCE D IFFERENCES IN I NDUSTRY M ETHODOLOGIES I NDUSTRY M ETHODOLOGIES PMO MANAGER QUALIFICATIONS/EXPECTATIONS S UMMARY PMO B UILD D ECISIONS : C HAPTER R EVIEW A NSWERS : CHAPTER 5 PMO M ODELS C HOOSING THE R IGHT PMO M ODEL I NDUSTRY PMO M ODELS F OUR P’ S OF PMO S C HOOSING THE PMO M ODEL FOR AN E XISTING PMO C ONSIDERATIONS FOR S ELECTING THE PMO M ODEL PMO MATURITY MODEL PMO M ATURITY C ATEGORIES PMO M ATURITY S CORING CREATING PMO SERVICE OFFERINGS S UMMARY PMO B UILD D ECISIONS : C HAPTER R EVIEW A NSWERS : CHAPTER 6 PMO S TAFFING M ODELS BUILDING PMO STAFFING MODEL PMO S TAFFING Q UALIFICATIONS P ERMANENT E MPLOYEE M ANAGEMENT —PMO C AREER P ATH PMO C AREER G ROWTH V ENDOR AND C ONTRACTOR M ANAGEMENT T YPICAL PMO R OLES PMO P ROJECT C OORDINATOR R OLE PMO N EW H IRE O NBOARDING G UIDE GOING IT ALONE—PMO’S OF ONE S UMMARY PMO B UILD D ECISIONS : C HAPTER R EVIEW A NSWERS : CHAPTER 7 PMO T RAINING PMO TRAINING AND EDUCATION PMO T RAINING O PPORTUNITIES PMO R ECOMMENDED S KILLS T RAINING PMO T RAINING T IPS AND B EST P RACTICES PMO T RAINING —M ISTAKES TO A VOID PMO MENTORING PROGRAM C REATING A PMO M ENTORING P ROGRAM PMO M ENTOR Q UALIFICATIONS PMO M ENTORING P ROGRAM G UIDELINES PMO M ENTORING P ROGRAM —T IME FOR A P ILOT P ROGRAM PMO BUDDY SYSTEM S UMMARY PMO B UILD D ECISIONS : C HAPTER R EVIEW A NSWERS : CHAPTER 8 P ORTFOLIO M ANAGEMENT M ETHODOLOGY PORTFOLIO MANAGEMENT BREAKDOWN R OLES AND R ESPONSIBILITIES OF A P ORTFOLIO M ANAGER PORTFOLIO LIFE CYCLE PROCESSES PORTFOLIO INITIATING PROCESS PORTFOLIO PLANNING PROCESS P ORTFOLIO P LANNING P ROCESS P ORTFOLIO P LANNING O VERVIEW

Introduction

C REATE : F ROM I DEA TO P ROJECT

Introduction The Project Approval Process Evaluating Projects Evaluation Criteria Calculating the Strategic Value Defining Objectives Prioritizing Objectives Linking Projects to Objectives Combining Criteria Changing Priorities

S ELECT : O PTIMIZING THE P ORTFOLIO P LAN : A LLOCATING R ESOURCES AND S EQUENCING P ROJECTS

Introduction Resource Allocation Issues Benefits Realization Timeline The PMO

PORTFOLIO EXECUTING PROCESS AND PORTFOLIO CONTROLLING PROCESS PORTFOLIO CLOSING PROCESS S UMMARY PMO B UILD D ECISIONS : C HAPTER R EVIEW A NSWERS : CHAPTER 9 P ROGRAM M ANAGEMENT M ETHODOLOGY PROGRAM MANAGEMENT W HAT IS P ROGRAM M ANAGEMENT ? W HO ARE P ROGRAM M ANAGERS ? H IRING P ROGRAM M ANAGERS P ROJECT M ANAGERS A RE N OT P ROGRAM M ANAGERS P ROGRAM M ANAGEMENT L IFE C YCLE B ENEFIT M ANAGEMENT C OMMON B ENEFITS M ANAGEMENT C ALCULATIONS P ROGRAM G OVERNANCE R OLE OF P ROGRAM G OVERNANCE S TAKEHOLDER M ANAGEMENT S TAKEHOLDER A NALYSIS U NDERSTANDING Y OUR S TAKEHOLDERS PROGRAM MANAGEMENT PROCESS GROUPS & KNOWLEDGE AREAS PROGRAM MANAGEMENT PROCESS GROUPS PROGRAM INITIATING PROCESS PROGRAM PLANNING PROCESS PROGRAM EXECUTING AND CONTROLLING PROCESS PROGRAM CLOSING PROCESS S UMMARY PMO B UILD D ECISIONS : C HAPTER R EVIEW A NSWERS : CHAPTER 10 P ROJECT M ANAGEMENT M ETHODOLOGY PROJECT MANAGEMENT W HAT I S P ROJECT M ANAGEMENT ? W HO A RE P ROJECT M ANAGERS ? PROJECT MANAGEMENT LIFE CYCLE PROCESS PROJECT INITIATION LIFE CYCLE PROCESS PROJECT PLANNING LIFE CYCLE PROCESS PROJECT EXECUTING AND CONTROLLING LIFE CYCLE PROCESSES PROJECT CLOSING LIFE CYCLE PROCESS PROJECT MANAGEMENT KNOWLEDGE AREAS P ROJECT I NTEGRATION M ANAGEMENT K NOWLEDGE A REA P ROJECT S COPE M ANAGEMENT K NOWLEDGE A REA P ROJECT T IME M ANAGEMENT K NOWLEDGE A REA P ROJECT C OST M ANAGEMENT K NOWLEDGE A REA P ROJECT Q UALITY M ANAGEMENT K NOWLEDGE A REA P ROJECT H UMAN R ESOURCE M ANAGEMENT K NOWLEDGE A REA P ROJECT C OMMUNICATIONS M ANAGEMENT K NOWLEDGE A REA P ROJECT R ISK M ANAGEMENT K NOWLEDGE A REA P ROJECT P ROCUREMENT M ANAGEMENT K NOWLEDGE A REA K NOWLEDGE A REA M APPING C HART TOOLS, TEMPLATES, PROCESSES AND PROCEDURES S UMMARY PMO B UILD D ECISIONS : C HAPTER R EVIEW A NSWERS : CHAPTER 11 PMO R EPORTING SETTING UP PMO REPORTING PMO M ODEL P ROCESS M ETHODOLOGIES (P ORTFOLIO , P ROGRAM , AND P ROJECT )

Portfolio Management Reports Program Management Reports Project Management Reports

M ANAGEMENT AND C USTOMER R EPORTING R EQUIREMENTS A UTOMATED VS . M ANUAL R EPORTING D ATA S OURCES FOR G ENERATING R EPORTS PMO D ASHBOARDS

Hidden Cost of PMO Dashboards

R EPORTING : T IMING R EQUIREMENTS R EPORTING : S TAFF W ORKLOAD C ONSIDERATIONS R EPORTING T OOLS

PMO Reporting Tool Considerations

ASSESSMENT OF EXISTING PMO REPORTS

Problems with PMO Reporting

PMO REPORTING ANALYST S UMMARY PMO B UILD D ECISIONS : C HAPTER R EVIEW A NSWERS : CHAPTER 12 PMO T OOLS AND P ROCESSES C OMMUNICATION T OOLS STANDARD PMO TOOLS T OOLS FOR THE PMO O RGANIZATION W HERE DO YOU START WITH PMO TOOLS ? W HEN IS THE RIGHT TIME TO BRING IN TOOLS ? T OOL E VALUATION P ROCESS PORTFOLIO MANAGEMENT TOOLS PROGRAM AND PROJECT MANAGEMENT SOFTWARE TOOLS PMO PROCESSES P ROCESS , P ROCESS , P ROCESS PMO P ROCESSES : T IPS AND B EST P RACTICES PMO ROUND TABLE AND BEST PRACTICES SHARING SESSIONS S UMMARY PMO B UILD D ECISIONS : C HAPTER R EVIEW A NSWERS : PART THREE CHAPTER 13 I MPLEMENTING THE PMO PMO IMPLEMENTATION STEPS PMO I MPLEMENTATION P ROCESS

Critical Decisions for Successful PMO Implementation PMO Implementation Steps

I MPLEMENT AND S USTAIN C ELEBRATE S UCCESS S UMMARY C HAPTER R EVIEW A NSWERS CHAPTER 14 PMO M EASUREMENTS AND P ERFORMANCE T RACKING ESTABLISHING PMO METRICS AND MEASUREMENTS

Qualitative Quantitative

C REATING PMO M ETRICS AND M EASUREMENTS KPI AND M ETRICS FOR THE PMO M ATURITY M ODEL P ROCESS

PMO Maturity Category: Organization/People PMO Maturity Category: Methodology/Process/Governance PMO Maturity Category: Metrics/Repository/Knowledge PMO Maturity Category: Tools

PMO PERFORMANCE TRACKING PMO AUDITS AND AUDITING S UMMARY C HAPTER R EVIEW A NSWERS : CHAPTER 15 PMO C APABILITIES A SSESSMENT CAPABILITIES ASSESSMENT PROCESS PMO C APABILITIES C HECKLIST AND E VALUATION C RITERIA PMO C APABILITIES O PPORTUNITIES R ESULTS OF THE PMO C APABILITIES A SSESSMENT S UMMARY C HAPTER R EVIEW A NSWERS CHAPTER 16 PMO C HANGE A GENTS CHANGE AND CHANGE AGENTS S IMILARITIES B ETWEEN PMO M ANAGERS AND C HANGE A GENTS INDUSTRY CHANGE MODELS S PONSOR , A GENT , AND T ARGET M ODEL ORGANIZATIONAL CHANGE MANAGEMENT O RGANIZATIONS AND I NDIVIDUALS D URING C HANGE J-C URVE A ND C HANGE C HANGE S TRATEGY AND THE H UMAN E LEMENT ROLE OF PMO MANAGER DURING THE CHANGE PROCESS A DVANTAGES OF M ANAGING C HANGE PMO M ANAGER AS C HANGE A GENT S UMMARY C HAPTER R EVIEW A NSWERS : CHAPTER 17 PMO S UMMARY S UMMARY CHAPTER 18 A PPENDIX

Table 17.1 Table of Tables Table 17.2 Table of Figures

CHAPTER 19 B IBLIOGRAPHY RESOURCES B OOKS O NLINE C ONFERENCE M ATERIAL T RADEMARKS

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