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Derick Workman is a product management and marketing professional with more than 13 years’ experience on the leading edge of product, project, and portfolio management. He has worked side-by-side with leaders at some of the most innovative companies in the world. Derick is the lead Product Manager of pmNERDS training courses. He works with Instruct...ional Designers and Content Experts to deliver the best learning-experience to our members possible while balancing today’s business and technology constraints. Derick has received certification and training in Pragmatic Marketing, Progressive Elaboration, StageGate, Systems Thinking, PDMA certification in New Product Development Processes, Six Sigma Business Scorecarding, Project Management, Cost Estimation, Agile Development, Lean Six Sigma Logistics, and Process Improvement. His interests reside in Supply Chain Management, E-Learning, Logistics, Value “Stream” Chain analysis, Management Science, Information Asset Management, Open Innovation, and Operational Research. More

Create and Leverage Templates

Create and Leverage Templates

“If project managers co-develop standard practices and templates, then practice adoption and baseline performance would be higher, but with so many varying opinions, a ‘We’ culture is required.”

Gary stares at his computer monitor, bewildered, as he scrolls through a large folder of project template files, “Just ask the top project managers to share their templates”, he mockingly mumbles to himself. With project performance varying greatly across the different project management teams, Gary, as part of the Governance team, has been tasked with establishing a standard set of project templates to improve project performance across his business unit. Just like a fancy dessert, without a recipe or set of repeatable steps, consistent results aren’t guaranteed.

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Establish Policies & Procedures for Strategic Practices

Establish Policies & Procedures for Strategic Practices

“If we use standardized policies and procedures, then our projects will deliver their strategic intent, but this requires micro-management of projects. ”

High quality, repeatable, and consistent project performance is a goal of most organizations. Governance, whether in the form of a PMO, Committee, or just policies and procedures, attempts to address this need. The complexity that must be managed for a project to be successful can be overwhelming. For managers to be able to understand correlations and interrelationships between factors in project, portfolio and program management and perform effect-cause-effect thinking that leads to higher levels of performance, the system components must be defined and categorized. Instead of trying to define policies and procedures for every practice and monitor all aspects of the project, the Integrated PM approach to governance leverages system thinking to identify critical variables, leverage points, and constraint analysis to identify the strategic practices that need to be managed through governance.

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Performance Improvement Milestone Roadmap

Performance Improvement Milestone Roadmap

“If we establish a performance improvement roadmap, then all team members can anticipate upcoming changes and prepare for them, but establishing this roadmap requires team buy-in and specialized skills in performance constraint analysis and change adoption.”

Process improvement efforts don’t always lead to overall performance improvement. You may improve how your team does a specific practice, but if it’s not the practice that is causing your performance constraint, you may not have any impact on performance, or possibly even make it worse. Without understanding your constraints, knowing where to focus performance improvement and in what order to tackle these initiatives is extremely difficult.

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Performance Scorecard

Performance Scorecard

“If we establish a standard set of performance measures, then we can compare practice performance, but establishing this standard requires specialized skills, understanding, and executive buy-in. ”

When trying to manage and improve practices, the measures you focus on will have a significant impact on behavior.

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