PM Services. Transition Program Management

Transcription

1 PM Services Transition Program Management

2 Transition Program Management The PM Services team brings strong PM knowledge, years of program management experience, and a proven PM tool set to assure successful program delivery including relevant experience to manage transition projects. PM Services - Consultation PM Services Assessment Process and tool capability/maturity Project/program compliance Portfolio metrics and performance Portfolio Strategy, Design and Build Define and implement portfolio policies and tools Integrate PMO and service provider management governance processes Tailor the complexity model to facilitate project prioritization PMO Strategy, Design and Build Project management policy and procedure(s) PMO organization design (Org Chart /RASCI/Roles) Tailored program/project delivery process/procedures and tools PM Services - Leveraged / Managed Transition Program Management Define project methodologies, processes, reporting, reviews and governance standards PM Services - Leveraged / Managed Contribute to the service provider relationship and organizational change Monitor client and service provider program plan progress; manage escalations and performance issues PM Managed Service Manage service provider and internal project team project progress/risk/changes/issues Manage escalations and performance issues Monitor and Report program/project health 2013 Information Services Group, Inc. All Rights Reserved 2

3 Transition Program Management Transition Program Management is one of five service offerings based on a se of core competencies, processes, resources, and toolsets that support ISG services. 1. PM Services Assessment 4. Manage Transition Projects PM Services consultants will assess the capabilities of the PMO system(s), recommend improvements applicable to all areas of the client portfolio, PMO structure, processes, people, tools, & either performs or provides oversight for the implementation of recommended changes 2. Portfolio Strategy, Design and Build PM Services consultants manage the interdependent projects which comprise client Transition Programs. The ISG team brings strong PM knowledge, years of program management experience, a proven PM tool set to ensure successful program delivery, and relevant experience to manage transition project and transformation programs. PM Services consultants will design an effective portfolio management system. ISG works closely with client management teams to compile and assess business portfolio program needs, using proven processes and tools to assure benefit realization from the portfolio strategy through PMO design. 3. PMO Strategy, Design and Build PM Services consultants will design an effective Project Management system. ISG works closely with client management teams to compile and assess business program needs, using proven PMO processes and tools to assure benefit realization. 5. PM Managed Services PM Services offers a fully managed service that delivers specific business initiatives that entail multiple related projects, including supplier led projects, to ensure business objectives are met Information Services Group, Inc. All Rights Reserved 3

4 Transition Program Management Overview Product definition ISG PM Services experienced consultants manage the interdependent projects which comprise client portfolio programs. The ISG team brings strong PM knowledge, years of program management experience, and a proven PM toolset to assure successful program delivery, including relevant experience to manage transition projects and transformation programs. Service solution Client Supplier Transition Relationship Manage Service Provider or internal team transition relationship Monitor Service Provider or internal team performance Transition Definition and Progress Monitor progress toward alignment of the retained organization with the transition objectives Tailor PM methodology and implement processes Define governance framework/roles Define appropriate reporting and review schedule Design multi-level risk and dependency management across all functional areas Monitor risk identification/mitigation during transition Transition triggered Organizational Change Management Manage organizational change and monitor response of employees affected by the organizational changes Plan coordination and communications across every operational organization under transition Define communication plan Knowledge Transfer and Management Control knowledge management and report knowledge transfer progress Results Best practices implementation Project Management efficiency Smooth transition with operational continuity and effectivecost saving Strong governance and leadership Strong reporting and risk monitoring Efficient communication with Service Provider Metrics to track transition performance Accurate, timely reporting on the status of the transition risks Measure success of organizational change initiatives An integrated plan with a holistic view of all components of the transition Unwavering focus on benefits realization 2013 Information Services Group, Inc. All Rights Reserved 4

5 Overview Transition projects involve several parties with different views and objectives. Managing the transition project requires specific focus and tools to ensure alignment and successful completion of key milestones. Key success points Integrated Transition Plan agreed by SP/Client Remediation processes agreed between SP/Client Foster SP/Client relationships and governance improvements Controls in place for Project Management Scope of the transition Validate contractual agreement to project plan Milestone agreement Confirm deliverables and acceptance criteria Transition program Methodology for change success Strong governance and leadership Communication with stakeholders and Service Providers Change Control process agreement Risk Management process agreement 2013 Information Services Group, Inc. All Rights Reserved 5

6 Key points Transition projects involve several parties with different views and objectives, managing transition project requires specific focus and tools to ensure alignment and the successful completion of key milestones.. PMO governance and organization Document governance framework and roles Manage project scope, change approval and cost management processes Document and implement project governance library Validate Service Provider transition plan approval Facilitate Service Provider /client retained staff relationships Review and report service provider delivery performance Document and implement a communication plan Transition program Project Management Manage Project plan implementation Contract read for compliance tracking Timeline & Budget tracking Deliverables management Project Reporting Project Change Control Monitor Knowledge Management activities, such as knowledge transfer, knowledge acquisition and knowledge validation Project Close Risk management Plan and control risk management process Transition Risk(s) escalation plan Lead Risk Management efforts Capture, monitor, report and close all project risks 2013 Information Services Group, Inc. All Rights Reserved 6

7 Transition project organization Define structure Define roles Define responsibilities Coordination &Communication across every levels Program Management Office Tower team Program steering committee Governance board Human resources team Tower team Program sponsor Client program executive ISG executive Service provider partner Client program executive ISG director Tower leads Service provider director Client PMO manager ISG PMO manager PMO coordinators Support Client HR manager ISG program Manager Support Client core team and extended team Support team SP team Sets direction, make decisions, keeps business units informed Manages day to day operations and decisions of the overall transition program, and includes leaders from the various tower organizations Manages the overall transition program, reporting, risks, and associated projects A strong human resources team needs to be put to place addressing staffing, recruiting, and policies Manages the planning, development, and implementation of their respective organizations Coordination and Communication between clients, ISG and Service Provider, and between different roles 2013 Information Services Group, Inc. All Rights Reserved 7

8 PM governance and organization A critical success factor for transition is a well-defined governance model. Transition projects delivery Design, build and implement new governance organization o Define roles and responsibilities for everyone Define transition strategy and objectives o Ensure expected new steady state achievement Create and implement transition project plan o Define required deliverables, milestones and Service Level Agreements (SLA) Design transition project approval processes and create delivery schedules o Ensure agreement for both client and Service Provider companies Manage service provider and client relationship o Minimize transition failure with a clear and balanced relationship PMO managing roles Define governance framework and roles o Identify and organize work to be done and create management structure to optimize transformation effectiveness Document and monitor governance library Create communication plan and change management processes Plan project, scope and monitor change approval processes o Ensure adjustments made to scope, schedule or cost are approved Document strategy validation process and objectives Facilitate Service Provider relationship o Validate Service Provider transition plan approval o Review and report on Service Provider delivery performances Document and monitor communication plan implementation o Facilitate team meetings Initial PMO governance calendar with all necessary tools Program Roster Meeting Agenda Processes Notice Communication plan Transition governance framework Monthly project status review and reports Maintain procurement documentation records Governance library guidelines Project Change Management process Service Provider evaluation processes Report and review postimplementation recommendations S Meeting Calendar 2013 Information Services Group, Inc. All Rights Reserved 8

9 Best practices Best practices Governance and program control Risks and stability Formalize the project structure with a controlled governance process so that projects conform to an agreed sequence of phases, deliverables, reporting and process steps. Embed critical deliverables with dollars at risk to incent the incumbent Service Provider to complete the exits on time, etc. A clear accountability model, for one overall project manager and executive, must be established. Tower leads will have a seat at the table in the proposed program Steering Committee to review initial program plans, change control requests, and to assess impact on their teams. Attention and oversight needs to be focused on the financial models, ensuring costs are fully understood, budgeted, and tracked. It is easier to transition services as is, as opposed to transitioning a new or transformed solution. Risk assessment and mitigation plans need to be developed. Due diligence is important in all facets of the current environment to ensure stability and knowledge transfer Information Services Group, Inc. All Rights Reserved 9

10 Best practices-cont. Best practices Service Provider relationship Client needs to work closely with incumbent Service Provider to ensure key personnel are not removed from the account and the quality of services does not deteriorate. Perform a gap analysis between the services being delivered by the current service provider and the new service provider or organization to ensure no services or responsibilities are omitted. If Service Provider resources can be hired as FTEs, the amount of risk is reduced (in-sourcing) Information Services Group, Inc. All Rights Reserved 10

11 PM Services contact information Global and regional PM Services teams provide professional consultation and engagement support Kathy Rudy - Partner Global PM Services Dave Fidel - Director Global PM Services Mobile Mobile kathy.rudy@isg-one.com dave.fidel@isg-one.com Nancy Murphy - Director Global PM Services Mobile nancy.murphy@isg-one.com 2013 Information Services Group, Inc. All Rights Reserved 11

12