PM² Overview

Elias Michelioudakis

Slide 2

This presentation introduces the PM² Methodology.It enables participants to:• obtain an overview of the PM² Offering

• obtain an overview of PM² Methodology

• understand the PM² project life cycle.

• understand the PM² project organisation, roles & responsibilities.

About this Presentation

Slide 3

Strategy & Objectives

Management of Programs & Projects

From Strategy to Projects

Organizational Resources

Project Portfolio Planning &

Management

High-Level Operations Planning

& Management

VISION

Management of On-Going Operations

(recurring activities)

Projects

Portfolios

Programs

Slide 4

What is a PM² Project?

What is a Project?

Temporary

Start & End Non routine Time, Cost, Quality…Product or Service

Unique Output Constraints

Slide 5

The Purpose of PM²

The purpose of PM² is to enable Project Managers to deliver solutions and benefits to their Organisations through the effective management of

project work.

Slide 6

What is a PM² Project?

• is (above all) a project (i.e. not operations, not a work activity, not a program, etc.).

• has a duration of more than 4-5 weeks, with more than 2-3 people involved.

• runs within an organization and can subject to internal or external audits.

• requires a clearly defined governance structure and clearly assigned roles and responsibilities.

• requires approval of its budget and scope.

• includes more than just construction/delivery activities.

• includes transition and business implementation activities.

• requires a certain level of documentation, transparency and reporting.

• requires a certain level of control and traceability.

• has a broad base of internal (and external) stakeholders.

• may require the collaboration of several organizations, or several organizational units.

• contributes to raising the organization's Project Management maturity.

Slide 7

About Project Management

Beyond the core technical skills required from Project Managers, other competences which allow PMs to work effectively are also needed.

Contextual Competences Behavioural CompetencesProject Orientation, Programme Orientation, Portfolio Orientation, Strategy Implementation, Permanent Organisation, Personnel Management, Business Systems, Products & Technology, Security, Safety & Environment, Finance, Legal.

Leadership, Engagement & Motivation, Self-Control, Assertiveness, Relaxation, Openness, Creativity, Results orientation, Efficiency, Consultation, Negotiation, Conflict & Crisis, Reliability, Values appreciation, Ethics.

Source IPMA-ICB

Slide 8

PM² Overview

Slide 9

The House of PM²

Slide 10

Drivers, Phases, Input/Outputs

ProjectCharter

Project Work Plan

Project Deliverables

Project Drivers

PhaseInputs

PhaseOutputs

ProjectOwner (PO)

initiates

Project Manager (PM)

plans

ProjectCore Team (PCT) executes

ProjectStakeholders

evaluate

Project Phases

BusinessCase

Initiating Request

Initiating DefineScopeAssign PM

Planning Elaborate ScopeAssign PCT

Executing Manage ScopeCoordinate

Closing Capture LessonsAccept Project

RfPPhase GatesApprovals

RfE RfC

Monitor & Control

Project Charter

Project Handbook

& Project Work Plan

Project Deliverables

Project-EndReport

Slide 11

PM² Project Lifecycle

Time

Initial Phase

Intermediate Phase(s)

Final Phase

Slide 12

The PM² GovernanceRoles & Responsibilities

Slide 13

PM² Project Governance

Client/Requestor Side Provider Side

Directing Layer

Managing Layer

Business Governing Layer

Appropriate Governance Body (AGB)

Steering Layer Project Steering Committee (PSC)

Project Core Team (PCT)PerformingLayer

Business ImplementationGroup (BIG)

(User & Business Representatives)

Collaboration &Communication

Channel

Business Manager(BM)

Delegates

Project Manager(PM)

Delegates

Solution Provider(SP)

Project Owner(PO)

Supp

ort L

ayer

Proj

ect S

uppo

rtTe

am(P

ST)

Slide 14

Deliveryaspect

Business aspect

Pure Project Perspective(work-centric)

Project ManagerPM²

Project Manager

Holistic View(value centric)

Business aspect

Deliveryaspect

PM² Business Manager

Perception & Point of View

Slide 15

PM² Artefacts Landscape

Slide 16

Summary of PM² Activities & Artefacts

Summary of PM² Activities & Artefacts

Slide 17

PM² Responsibilities: RASCI

RASCI: • Responsible,• Accountable,• Consulted,• Supports,• Informed.

AGB (Appropriate Governance Body)PSC (Project Steering Committee)PO (Project Owner)BM (Business Manager)SP (Solution Provider)PM (Project Manager)PCT (Project Core team)

Slide 18

An overview of the PM² Guide v2.5

Slide 19

An overview of the PM² Guide v2.5

Slide 20

An overview of the PM² Guide v2.5

Slide 21

An overview: Initiating Phase

Slide 22

Define what the project will do (formulate the objective of the project), and get the project off to a good start by performing some initial planning

Identify the stakeholders, assign roles & responsibilitiesWho are the most influent stakeholders?

Define the Project Steering Committee (PSC)

Create Project Initiation Request, Business Case, Project Charter.Close collaboration between PM, BM and major stakeholdersRequirements (in scope AND out of scope)

Get formal go-ahead for comprehensive project planning

Summary – Initiating Phase

Slide 23

An overview: Planning Phase

Slide 24

Start with the Planning Kick-off meeting

Prepare the Project Handbook (Tailor Project Approach)

Develop the project schedule

Customise/Tailor the Project Management Plans and produce the Project Specific Plans (Project Plans).

Customise your Communication Management Plan

Communicate plans to StakeholdersBusiness Implementation Plan

Prepare for the executing phase and for Monitor & Control

Summary – Planning Phase

Slide 25

An overview: Executing Phase

Slide 26

Observed from a Project Management point of view

Manage Stakeholders

Execution of the Project Plan

Daily coordination of work to produce the Project Deliverables

Communication with Stakeholders (Information Distribution)

Produce Project Reports

Quality Assurance

Summary – Executing Phase

Slide 27

An overview: Monitor & Control

Slide 28

Monitor & Control

Decision Log

Issue Log Risk LogChange Log

SchedulePlanned Vs Actual

Report Performance

Project Core Team

Meetings

Change Control

Board

Project Follow-up

Meetings

Project Steering Committee Meetings

Slide 29

An overview: Closing Phase

Slide 30

Finalise “everything”

Perform Project-End Review Meeting

Capture Lessons Learned and Produce Project-End Report

Release all resources

Administrative closure

Summary – Closing Phase

Slide 31

The PM² Mindsets

Slide 32

PM² Mindsets - IAQs

Project Managers and Project Teams who practice PM² also ask the important questions:

• Do we know what we are doing?

• Do we know why we are doing it? Does anyone really care?

• Do we know who is doing what?

• Deliver at any cost or risk?

• Is this a task for the business or for the Project Core Team?

• Should I be involved?

• Have we improved?

• Is there life after project?

Slide 33

PM² Mindsets Project Teams who practice PM2:

1. Apply PM 2 best practices to manage projects.

2. Remain mindful that methodologies are there to serve projects and not the other way around.

3. Maintain a clear outcomes orientation, identifying and pursuing the desired outcomes of every PM² phase, activity, role, and artefact.

4. Become committed to delivering project results with maximum value rather than just following plans.

5. Foster a project culture of clear communicat ion and effective col laborat ion .

5. Involve project stakeholders in the organizational change needed to maximize project benefits .

6. Invest in developing those competences required to become better project contributors.

7. Share knowledge and lessons learned, and contribute to the improvement of project management at EC.

8. Are '''inspired''' by the PM² Guidelines on Ethics and Professional Virtues (see Guide)

Slide 34

PM²Processes

PM² Methodology & Mindsets

PM² Processes & Mindsets

PM²Mindsets enable us to apply the Methodology more effectively and help us navigate through the complexities of project reality.

Slide 35

PM² Characteristics & Outcomes

Main PM² outcomes

• Establishes transparency

• Increases confidence

• Integrates IT Governance

• Rationalises Project Management

Key PM² characteristics

• Common

• Light approach

• Tailored

• EC supported

• Fast-track

• Training programme

• Certification programme

contribute to

Slide 36

PM2 Wiki

Agile Wiki

Tools Wiki

Portfolio Wiki Requirements Wiki

CoP Wiki Open PM2 Wiki

webgate.ec.europa.eu/fpfis/wikis/display/pm2

The PM² Offering - wikis

Slide 37

The PM² Offering - Publications

PM2 Guide

Agile Guide

PM2 Artefacts Templates

PM2 Study Case

PM2 Tools & Techniques

PM2 GuideOpen Edition

Agile Tools& Techniques

RequirementsTools & Techniques

PM2 PortfolioTools & Techniques

PPM Guide

Slide 38

PM2 Artefacts Templates

http://intracomm.ec.testa.eu/PM2/Templates

Main Study Resources

Slide 39

Portfolio Management

Programme Management

RequirementsManagement

New areas

Slide 40

40

The PM2 Project Management Methodology Guide – Open EditionAVAILABLE ON THE EU BOOKSHOP!

https://webgate.ec.europa.eu/fpfis/wikis/display/openpm2

http://europa.eu/!Gu76mr

Open PM² is a fact!