Study on Agile Project Portfolio Management

Description
In general, agility is defined as "the ability of a [system] to rapidly respond to change by adapting its initial stable configuration".

Agile Project Portfolio Management
A Resource Constrained Approach

PMI Southern Caribbean Chapter 5th Biennial International Project Management Conference September 15-16, 2009

Robert K. Wysocki, Ph.D. Enterprise Information Insights

Introduction to the Contemporary Project Landscape To build an Agile PPM Process you need to know … How to define the portfolio strategy How to propose projects to the portfolio How to prioritize proposed projects How to choose which projects to support How to define portfolio performance metrics How to establish a balanced portfolio How to monitor portfolio performance How to maximize expected business value

Introduction to the Contemporary Project Landscape What is your organization’s project environment? THE PROBLEM Projects are of high complexity and uncertainty Project failure rates are too high Client scope change requests are out of control There are too many inter-project scheduling conflicts There are too many 11th hour staffing changes There are too many poor staffing assignments Availability is too often treated as a skill The acceptance of a project into the portfolio does not consider resource availability

Introduction to the Contemporary Project Landscape What is your organization’s project environment? THE SOLUTION Establish an agile process for managing a resource constrained project portfolio. Working in partnership with you this workshop will prepare you to design an agile process tailored to your needs.

Introduction to the Contemporary Project Landscape Any of these projects can populate the portfolio

SOLUTION
Clear Not Clear

Not Clear

MPx xPM TPM APM

GOAL
Clear

Introduction to the Contemporary Project Landscape PMLC models mapped onto the Project Landscape SOLUTION
Clear Not Clear

Not Clear

Extreme

GOAL
Clear
Linear Iterative Incremental

Adaptive

Introduction to the Contemporary Project Landscape SDLCs map directly into this Project Landscape
TPM

SOLUTION
Clear Not Clear

Linear
Standard Waterfall Rapid Development Waterfall

Incremental
Staged Delivery Waterfall

APM

Not Clear

MPx xPM
Extreme Extreme

Iterative
Evolutionary Development Waterfall Feature-Driven Development

GOAL
Clear

Adaptive
APF ASD Scrum RUP DSDM

TPM APM
Linear Iterative Incremental Adaptive

xPM & MPx
Extreme
INSPIRE

Introduction to the Contemporary Project Landscape PPM & PMLC Model Integrated at the Phase Level

PROJECT

PORTFOLIO

The Project Life Cycle 8 stages of the project life cycle Proposed Aligned Prioritized Selected Active Postponed Canceled Completed

An Agile Project Portfolio Management Life Cycle What is Agile Project Portfolio Management? Agile Project Portfolio Management includes:
Establishing the investment strategy of the portfolio Evaluating and prioritizing proposed projects Constructing a balanced portfolio that will achieve the investment objectives Monitoring the performance of the portfolio Periodically adjusting the contents of the portfolio to maintain alignment to the investment objectives

NOTE: Agile applies to the portfolio not the project type. The portfolio can contain projects of all types.

An Agile Project Portfolio Management Life Cycle Agile PPM Life Cycle Template

Establishing a Portfolio Strategy What is a portfolio strategy? A portfolio strategy includes: Defining categories or types of projects that will be supported You may decide to have multiple portfolios Allocating resources to each portfolio and each category within a portfolio based on the importance of the category to the business

Establishing a Portfolio Strategy Strategic Alignment Model

Establishing a Portfolio Strategy Project Distribution Matrix

Establishing a Portfolio Strategy Risk vs Business Value – A Hybrid Model

Prioritizing Projects How to Prioritize Proposed Projects

Nonnumeric
Forced Ranking Must Do – Should Do - Postpone

Numeric
Criteria Weighting Paired Comparison Risk Analysis

Prioritizing Projects Forced Ranking

Prioritizing Projects Must Do – Should Do - Postpone

MoSCoW Must do Should do Could do Won’t do ABC 123

Prioritizing Projects Scoring Model: Criteria Weighting

Prioritizing Projects Weighted criteria scores for all 10 projects.
Project #7 Project #4 Project #1 Project #5 Project #8 Project #2 Project #3 Project #10 Project #6 Project #9 340.4 320.6 300.2 270.0 265.8 226.4 200.0 198.2 178.8 172.6

Staff projects in the order listed until no additional projects can be staffed

Prioritizing Projects Scoring Model: Paired Comparisons

Prioritizing Projects Scoring Model: Risk Analysis

Fund Consider Don’t fund

Selecting a Balanced Portfolio SELECT – Graham-Englund Model – Agile Version

Issue #2: How will active project teams be protected?

Issue #1: How will new versus active projects be prioritized together?

Selecting a Balanced Portfolio A Final Check for Balance in the Portfolio

Planning for Implementation An Implementation Plan Template

Bibliography
Just published!
648 89 Customizable PPT Slides Discussion Questions & Answers Case Study Exercises

32

Robert K. Wysocki 5th Edition John Wiley & Sons 792 pages $43.59 (Amazon) ISBN 0-470-42367-7 Available 4/27/2009

Thanks for the opportunity!!!

Robert K. Wysocki, Ph.D. Enterprise Information Insights [email protected]



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