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Simple framework to Navigate Technology
N AVIG AT ING T EC H N O L OGY – PART 2
Strategic Business Execution Framework

Value,
Behavior,
Attitude

Important
Competencies

Execution
Excellence

Integrating
Processes

PROPRIETARY AND CONFIDENTIAL

Core
Disciplines
Where in SBE does Navigating Technology fit?
 Navigating Technology
 Decision Making

 Project Management

 Problem Solving

 PMO

 Managerial Courage

 Process Improvement

…

Value,
Behavior,
Attitude

 Program Management

…

Important
Competencies

Integrating
Processes

 Follow-through

 Governance

 Integrity

 Change Management

 Teamwork

 Knowledge Management

 Resiliency

 Issue and Risk Management

…

…

PROPRIETARY AND CONFIDENTIAL

Core
Disciplines
How to navigate technology?
A Simple Framework – Plan, Build, and Sustain

Plan

•
•
•
•
•

Goals & Objectives
Scope
Requirements
Capability
Action Plan

Navigating
Technology
Sustain
•
•
•
•

Adoption
Transition Plan (to Operations)
Operating Model
Continuous Improvement
PROPRIETARY AND CONFIDENTIAL

Build
• Governance
• Project Environment
• Risk Management
Plan
Key
Questions
• What are the primary
project goals, and
how are they tied to
the strategy?
• Are the goals realistic
and achievable?
• How well is the
requirement defined?

• What is the capability
gap?
• Is there a roadmap?
an action plan?

Best
Practices

SMARTIE
System

• Alignment between • Specific: the 5 “W”s
project &
• Measurable: quantitative
organization goals
&objective
• Attainable: internal
• 30% rule on vendor
evaluation of capability
management
• Realistic: external
evaluation of precedence
• Be truthful and
• Timely: is the timing right?
realistic
• Integrated: aligned with
• Strong requirements organization’s overall
objectives
• Success metrics
• Essential: relevance to the
project’s success

PROPRIETARY AND CONFIDENTIAL

MoSCoW
Prioritization
• Must Have: Essential to
the project’s success.
Target fulfillment: >90%
• Should Have:
important
considerations. Target
fulfillment: > 50%
• Could Have: Valuable
factors. No specific
target
• Would Like To Have:
Worthy factors. No
specific target
Build

Key Questions
• What is the governance plan?
• What is the project
management approach?
• Who are the stakeholders and
are their expectations
reasonable?
• What is the vendor
management plan?
• Does the project have realistic
scope, schedule, budget, and
resources?

PROPRIETARY AND CONFIDENTIAL

Best Practices
• Establish Project
Management
- Leadership
- Process
- Discipline
• Hire the Best
• Manage Vendors
• Manage Risks

Key Challenge's
• Context
⁻ In Planning, the situation is
often idealized.
⁻ But in Build, hard work
beings.
• Three common challenges:
⁻ Conflicts
 Task-based
 Process-based
⁻ Interpersonal
⁻ Trade-offs
⁻ Decision Making
Sustain

Key Questions
• What is the user adoption strategy?
• What are the user “performance
metrics”?

• How are they tracked and
monitored?
• What is the transition plan to
operations?
• How are improvement suggestions
managed?

• Is there a plan for continuous
improvement?

PROPRIETARY AND CONFIDENTIAL

Best Practices
• Think from the customer’s perspective:
⁻ Make it easy for the users to adopt the
technology
⁻ Remove likely excuses from using the
technology
• Establish robust operations.
⁻ Often receiving the least upfront
attention
⁻ Define operational metrics, especially
service levels.
⁻ Be very clear on the processes to
manage issues, defects, enhancement
requests, and service requests.
Contact Information
o Email: advisor@pmoadvisory.com
o Phone: 201.688.0680
o Web: www.pmoadvisory.com

Management Consulting with A Social Conscience

PROPRIETARY AND CONFIDENTIAL

8

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Navigating Technology – Part 2 – A Simple Framework for Managing IT Implementations

  • 1. Simple framework to Navigate Technology N AVIG AT ING T EC H N O L OGY – PART 2
  • 2. Strategic Business Execution Framework Value, Behavior, Attitude Important Competencies Execution Excellence Integrating Processes PROPRIETARY AND CONFIDENTIAL Core Disciplines
  • 3. Where in SBE does Navigating Technology fit?  Navigating Technology  Decision Making  Project Management  Problem Solving  PMO  Managerial Courage  Process Improvement … Value, Behavior, Attitude  Program Management … Important Competencies Integrating Processes  Follow-through  Governance  Integrity  Change Management  Teamwork  Knowledge Management  Resiliency  Issue and Risk Management … … PROPRIETARY AND CONFIDENTIAL Core Disciplines
  • 4. How to navigate technology? A Simple Framework – Plan, Build, and Sustain Plan • • • • • Goals & Objectives Scope Requirements Capability Action Plan Navigating Technology Sustain • • • • Adoption Transition Plan (to Operations) Operating Model Continuous Improvement PROPRIETARY AND CONFIDENTIAL Build • Governance • Project Environment • Risk Management
  • 5. Plan Key Questions • What are the primary project goals, and how are they tied to the strategy? • Are the goals realistic and achievable? • How well is the requirement defined? • What is the capability gap? • Is there a roadmap? an action plan? Best Practices SMARTIE System • Alignment between • Specific: the 5 “W”s project & • Measurable: quantitative organization goals &objective • Attainable: internal • 30% rule on vendor evaluation of capability management • Realistic: external evaluation of precedence • Be truthful and • Timely: is the timing right? realistic • Integrated: aligned with • Strong requirements organization’s overall objectives • Success metrics • Essential: relevance to the project’s success PROPRIETARY AND CONFIDENTIAL MoSCoW Prioritization • Must Have: Essential to the project’s success. Target fulfillment: >90% • Should Have: important considerations. Target fulfillment: > 50% • Could Have: Valuable factors. No specific target • Would Like To Have: Worthy factors. No specific target
  • 6. Build Key Questions • What is the governance plan? • What is the project management approach? • Who are the stakeholders and are their expectations reasonable? • What is the vendor management plan? • Does the project have realistic scope, schedule, budget, and resources? PROPRIETARY AND CONFIDENTIAL Best Practices • Establish Project Management - Leadership - Process - Discipline • Hire the Best • Manage Vendors • Manage Risks Key Challenge's • Context ⁻ In Planning, the situation is often idealized. ⁻ But in Build, hard work beings. • Three common challenges: ⁻ Conflicts  Task-based  Process-based ⁻ Interpersonal ⁻ Trade-offs ⁻ Decision Making
  • 7. Sustain Key Questions • What is the user adoption strategy? • What are the user “performance metrics”? • How are they tracked and monitored? • What is the transition plan to operations? • How are improvement suggestions managed? • Is there a plan for continuous improvement? PROPRIETARY AND CONFIDENTIAL Best Practices • Think from the customer’s perspective: ⁻ Make it easy for the users to adopt the technology ⁻ Remove likely excuses from using the technology • Establish robust operations. ⁻ Often receiving the least upfront attention ⁻ Define operational metrics, especially service levels. ⁻ Be very clear on the processes to manage issues, defects, enhancement requests, and service requests.
  • 8. Contact Information o Email: advisor@pmoadvisory.com o Phone: 201.688.0680 o Web: www.pmoadvisory.com Management Consulting with A Social Conscience PROPRIETARY AND CONFIDENTIAL 8