Common Assessment Framework Building Consultancy Revenues
- 1. Towards Agility Driving and Demonstrating Business Performance Improvement for Bids, Projects and Programmes Creating an Assessment framework that makes performance improvement visible.
- 2. Agenda: Introduce an innovative model for consultancy and audit service delivery User drivers for the development Overall approach Business Vision and Model Review how this can help with current issues Support adoption of existing processes (like TRAP) Increase awareness and visibility at project team level Identify priority areas for improvement Provide management with visible indicators of progress Identify Implementation Steps Service Introduction Business Opportunity Current Status and next steps
- 3. Customer Drivers for Our Approach: For a major corporate change programme we were asked to show how to: Demonstrate continued benefit delivery in an environment that was changing: Organisation Processes People Suppliers Infrastructure Delivery Approach The customer needed to track: Programme KPI achievement and Benefits Delivery New Process Adoption and Effectiveness Organisational Alignment, Individual Objectives and Competencies With our partner (WPM) we delivered: Focused improvement recommendations An approach for continuous performance assessment
- 4. Our Solution: Common Assessment Framework Take best practice Maturity Models from the public domain Add our partners’ experience in delivery, audit and assessment Create a change oriented assessment tool Based on a ‘levelled’ definition of capability and maturity To identify priorities for improvement Enable the setting of realistic improvement targets Track progress over time Provide a common framework for all the models used Scope: Programme, Project and Portfolio Management IT Service Management People and Processes Many more that exist: Risk Management, Bid Management etc… Support ‘blended’ delivery approach: Customer self assessment External independent review by our partners’ consultants
- 5. The CAF Value Proposition: For User Organisations Greater ROI from faster adoption of best practice approaches Prioritised investments in organisational capability and competencies Visible returns and measurable improvements For Consultants and Service Providers Service Differentiation Repeating revenues from consultancy and audit services Reduced service delivery costs and risks CAF features that deliver these benefits: Leverages public domain bodies of knowledge and years of research Aligns multiple models to support ‘end-to-end’ enterprise capability view Capability Dashboard helps management ‘visualise’ status, prioritise improvement programmes and measure progress Assessment support tools reduce delivery costs for consultancies Consultants can leverage their industry and customer knowledge to enhance the value and applicability of ‘standard’ models
- 6. Capability and Maturity Models: CMM™ is a trademark of the Software Engineering Institute of Carnegie Mellon University Standard 5 Level ‘Staged’ Model General CMM™ Model: 1. Initial 2. Defined 3. Managed 4. Measured 5. Optimising
- 7. CAF Design Objectives : Apply any CMM™ model Programmes / Projects IT Service Management People & Process Data driven design Change Oriented Define Scope Set realistic targets Measure & Review Initiate Change Best Practice Based External Reference Research validated Standards: MSP / ITIL Management Tool Dashboard Status Progress Measurement Prioritisation ‘ Blended’ Assessment Effectiveness Audits External Assessment Self Assessment Tool CAF Assessment Toolset Done In Progress Common Assessment Framework: P3M3, ITSM-CMM and more… Aligns models by Common Features Includes scoping and targeting tool Dashboard status presentation
- 8. Example from P3M3 model: © Crown copyright reserved P3M3 is a value added product outside the scope of the Common Usage Agreement
- 9. Implementation Within CAF: P3M3 Reference Text: Key Practice Scores then ‘roll-up’ to provide RAG status by Key Process Area Question Score Target RAG Observation Assessment Tool entry: Attainment scores and targets have four levels: F ully L argely P artly N ot at all
- 10. Individual Scores ‘rolled up’ Dashboard: Include custom KPIs for each process area Use the scope tool to focus on the priority Process Areas. KPAs out of scope are greyed out
- 11. Show progress over time: Initial Assessment After fixing some ‘basic’ issues Bring higher level process areas in scope
- 13. AdAgilis Business Vision AdAgilis Partners Customers Body of Knowledge Owners Consultants / Practitioners Recruit Manage Promote Best Practice Services Best Practice Support Assessment Sets Attainment Scores Model Content Benchmark Data Change Controlled Reference Models Custom Content Client Management Score Moderation
- 14. Applications and Benefits Applications: Improvement Planning and Monitoring Portfolio, Programme and Project management Bid Management People and Competencies Management IT Service Management Compliance Auditing and Assessment PRINCE2 P3M3 MSP SoX, BASEL II, CRAMM Process and Project Assurance Focused Audits Planned assurance Reporting and Monitoring Benefits: To End Users Investment focused on priority areas=> ROI up Best Practice => Risk down Blended delivery => Costs down Dashboard visibility => greater control, improved effectiveness Audit trail => costs and risk down To Consultancies / Partners CAF Framework => Value UP Automated Support => Quality UP, Costs Down, Risk Down Service Orientation => repeat revenues UP Customisable Content => Differentiation and Value UP
- 15. Service Deployment Steps: So long as there’s a model, CAF can help you turn it into a service Select Model Agree / validate model content Populate CAF tool Adapt Service Guides Train Auditors: Internal & External Deliver Services Existing Audit Models & Service Guides
- 16. Current Deployment Status: Standalone CAF Assessment tool: Designed for consultant use Supports face-to-face external assessments Includes scoping tool, dashboard and custom summaries Data driven custom content support Reference models currently available in CAF format: Full P3M3 IT Service Management Business Development (Bid Management) CMM Improvement Planning Assessment Plus (IPA+) Additional KPAs included to align fully with P3M3 Dashboard and Scoping tool provided by CAF Currently field trialling and timing with lead customers Initial Service Packages defined Refining deployment approach and engagement methodology e.g. Individual Assessment and/or Workshop Assessments Target Setting (separate initiation phase vs expert advice)
- 17. Current Developments: Create Methodology Guides, training and mentoring Web Deployment to support customer self assessment/data collection Add ‘evidence based’ questions and link to ‘how to’ advice Role of channel partners to add their own IP and custom content History database (trend analysis) Training / Assessor Certification Include other models: e.g. Supply Chain Management, Risk Management, Security, SW Dev CMM etc…
- 18. Summarised User Benefits: Provides a clear ‘road-map’ for performance improvements Industry proven ‘best practice’ based direction Enables priority setting for improvement projects Provides a clear ‘where are we now’ picture Identify ‘hot-spots’ and ‘log-jams’ Cost effective management data collection AdAgilis tool automates data collection and presentation Use of internal resource supported by external independent audit Demonstrates progress over time Simple dashboard RAG status with custom KPIs Analysis over time and by project/organisation area Which helps users deliver: Reduced costs and risk, fewer over-runs and overspends Increased quality of delivery And provides the measurements to prove it!
- 19. What CAF Delivers: Leverages public domain bodies of knowledge and years of research Moves from best practice ‘theory’ to action centred change planning Enables management easily to ‘visualise’ progress and ROI Reduces delivery costs for consultancy and audits The AdAgilis Value Proposition: For Users ROI from faster adoption of best practice approaches Visible demonstration of process area capability and compliance Visible returns and measurable improvements For Consultants Reduced service delivery costs and risks Service Differentiation Repeating revenues from consultancy and audit services
- 20. Moving Forward: Questions? Fit with your aims and objectives Approach to partnering Key objectives Areas for collaboration
- 21. The AdAgilis Partnership Management Team Bernard Abbott Change Management Consultant Government and Financial Services Accredited Consultant Chief Architect and Principal Consultant David Warley Performance Improvement Consultant IT & Telecomms Bid and Programme Management specialist Partner and Channel management TBD Operations Director Finance Director Our Value Adding Partners Channel Partners 2 current (serving IT, Telecoms, Local and National Government) Specialist Consultancies Management Consultants Associates Subject Matter Experts Practitioners and Authorities Body of Knowledge Owners Special Interest Groups Professional Bodies Government Agencies Delivery Partners Technology vendors ASPs