Be A Game ChangerBe A Game Changer

The Pessimist complains about the WindThe Pessimist complains about the WindThe Optimist waits for it to ChangeThe Optimist waits for it to Change

But the Realist adjust the SailsBut the Realist adjust the Sails

“To exist is to change,to change is to mature,

to mature is to go on creating oneself endlessly.”

H. Bergson

CarrierCarrier Hamilton SundstrandHamilton Sundstrand OtisOtis SikorskySikorsky UTC Fire & SecurityUTC Fire & Security Pratt & WhitneyPratt & Whitney

V. SubramaniamV. SubramaniamDirector – IT & CIO (India & Gulf

Area)Otis Elevator Company (India)

Limited(A United Technologies Company)

A Great Company is like a Work of ArtNo one single item makes the whole thing work

It’s the entire work, all the Process & Systems Together &

People Working together as a Synergetic TEAMCreate an overall effect.

That leads to overall Greatness

Visit Us At www.utc.com and www.otis.com

ServersServers&&

Data StorageData Storage

Network Network (LAN(LAN

&&WAN)WAN)

Suppliers/Suppliers/partnerspartnersconnectconnect

DataDatacenterscenters

&&Computer Computer

RoomRoom

PC’sPC’s(Desktops(Desktops

&&Laptops)Laptops)

HandheldHandhelddevicesdevices

Remote accessRemote access

Email & IMEmail & IM

PeripheralsPeripherals(MFD…)(MFD…)

forfor

ITSecurity

Information Technology

IT…Delivering Business Value…Continually

The Agile EnterpriseThe Agile Enterprise

Customer ServiceCustomer Service

Supply Chain Supply Chain

ERPERP Human ResourcesHuman Resources

Financial ServicesFinancial Services

CustomersCustomers PartnersPartners EmployeesEmployees

Project Management Project Management PrinciplesPrinciples

TechnologyTechnology

PeoplePeople ProcessProcess

Discipline Of Discipline Of ExecutionExecution

QualityQuality SpeedSpeedAgilityAgility

•Change Management•Enhance Productivity•Collaboration•Communication•Co-ordination•Co-Operation•Responsibility•Accountability•Morale

•Simplification•Standardization•Governance•Costs•Quality•Schedule

•Integrated•Consolidated•Controlled•Centralized•PM Tools

ReliabilityReliability IntegrityIntegrity

UrgencyUrgency

The Project Management Life CycleThe Project Management Life Cycle

A Complete Step-by-Step Methodology for A Complete Step-by-Step Methodology for Initiating, Planning, Executing and Closing a Project SuccessfullyInitiating, Planning, Executing and Closing a Project Successfully

Future StateCurrent State

Transformation

What is a project?What is a project?

A project is:A project is:

A unique undertaking to produce a set of deliverables A unique undertaking to produce a set of deliverables within clearly specified time, cost and quality constraints.within clearly specified time, cost and quality constraints.

ProjectsProjects differ from o differ from operationalperational activities as they: activities as they:

- are - are uniqueunique;;- have a defined - have a defined timescaletimescale;;- have an approved - have an approved budgetbudget;;- involve limited - involve limited resourcesresources;;- have an element of - have an element of riskrisk;;- achieve beneficial - achieve beneficial changechange..

Project Life Cycle OverviewProject Life Cycle Overview

What is project management?What is project management?

Project management is:Project management is:

The skills, tools and management processes required The skills, tools and management processes required to undertake a project successfully.to undertake a project successfully.

Project management comprises:Project management comprises:

- A set of - A set of skillsskills, specialist knowledge and experience., specialist knowledge and experience.- A set of - A set of toolstools used to improve the chances of success. used to improve the chances of success.- A set of - A set of processesprocesses for monitoring and controlling a project. for monitoring and controlling a project.

What is the project life cycle?What is the project life cycle?

The project life cycle is:The project life cycle is:

The phases, activities and tasks required to successfully The phases, activities and tasks required to successfully deliver a project.deliver a project.

There are four phases within the project life cycle:There are four phases within the project life cycle:

1) Project initiation1) Project initiation2) Project planning2) Project planning3) Project execution3) Project execution4) Project closure4) Project closure

Phase 1: Project initiationPhase 1: Project initiation

The initiation phase The initiation phase essentially involves the start-essentially involves the start-up of the project.up of the project.

To initiate a project, you need to:To initiate a project, you need to:

- Develop a - Develop a business casebusiness case to justify the new project. to justify the new project.

- Undertake a - Undertake a feasibility studyfeasibility study to measure the solution to measure the solution feasibility.feasibility.

- Establish the - Establish the terms of referenceterms of reference by defining the by defining the project boundaries.project boundaries.

- Appoint a - Appoint a project teamproject team with the right skills and with the right skills and experience.experience.

- Set up a - Set up a project officeproject office with the required facilities and with the required facilities and tools.tools.

- Perform a - Perform a stage-gate reviewstage-gate review to request approval to to request approval to proceed.proceed.

To plan a project, you need to:To plan a project, you need to:

- Create a - Create a project planproject plan defining the work breakdown structure. defining the work breakdown structure.

- Create a - Create a resource planresource plan listing the quantities of resource listing the quantities of resource needed.needed.

- Create a - Create a financial planfinancial plan identifying the budget required. identifying the budget required.

- Create a - Create a risk planrisk plan identifying key risks and mitigating actions. identifying key risks and mitigating actions.

- Create a - Create a quality planquality plan including quality assurance and control including quality assurance and control reviews. reviews.

- Create an - Create an acceptance planacceptance plan to gain customer acceptance. to gain customer acceptance.

- Create a - Create a communication plancommunication plan to keep stakeholders informed. to keep stakeholders informed.

- Create a - Create a procurement planprocurement plan to procure products from to procure products from suppliers. suppliers.

- Contract - Contract supplierssuppliers to the project. to the project.

- Perform a - Perform a phase reviewphase review to request approval to proceed. to request approval to proceed.

Phase 2: Project planningPhase 2: Project planning

The planning phase involves the The planning phase involves the detailed planning of the project.detailed planning of the project.

Phase 3: Project executionPhase 3: Project execution

The execution phase involvesThe execution phase involvesthe construction of the projectthe construction of the projectdeliverables and the monitoringdeliverables and the monitoringand control of the project delivery.and control of the project delivery.

To execute a project, you need to:To execute a project, you need to:

- Build the project deliverables.- Build the project deliverables.- Monitor and control the project by - Monitor and control the project by performing:performing:

- time management;- time management;- cost management;- cost management;- quality management;- quality management;- change management;- change management;- risk management;- risk management;- issue management;- issue management;- procurement management;- procurement management;- acceptance management;- acceptance management;- communications management.- communications management.

Phase 4: Project closurePhase 4: Project closure

The closure phase involves the The closure phase involves the closure and review of the successclosure and review of the successof the project.of the project.

To close a project, you need to:To close a project, you need to:

- Perform - Perform project closure project closure by creating a by creating a project closure reportproject closure report;;

- Review - Review project completion project completion by by undertaking a undertaking a post implementation post implementation review.review.

Project ExecutionProject Execution

Future StateCurrent State

Transformation

What is project execution?What is project execution?

- it is the third phase in the project life- it is the third phase in the project life cycle; cycle;- it involves creating project deliverables- it involves creating project deliverables- within this phase the deliverables are - within this phase the deliverables are built and signed off by the customer. built and signed off by the customer. The project manager monitors and The project manager monitors and controls the project by executing a suite controls the project by executing a suite of management processes. of management processes.

Which activities are undertaken?Which activities are undertaken?

The following diagram depicts the The following diagram depicts the activities involved in executing a project:activities involved in executing a project:

Step 1: Build deliverablesStep 1: Build deliverables

A deliverable is:A deliverable is:

A quantifiable outcome of a project which resultsA quantifiable outcome of a project which resultsin the partial or full achievement of the project in the partial or full achievement of the project objectives.objectives.

To build project deliverables, you need to:To build project deliverables, you need to:

- delegate the building of deliverables to project staff;- delegate the building of deliverables to project staff;- physically construct each project deliverable;- physically construct each project deliverable;- measure the deliverables against the quality targets set;- measure the deliverables against the quality targets set;- request acceptance of deliverables by the customer.- request acceptance of deliverables by the customer.

Build Deliverables

Step 2: Monitor and controlStep 2: Monitor and control

During the execution of the project, you need to monitorDuring the execution of the project, you need to monitorand control the project delivery by performing:and control the project delivery by performing:

- time management;- time management;- cost management;- cost management;- quality management;- quality management;- change management;- change management;- risk management;- risk management;- issue management;- issue management;- procurement management;- procurement management;- acceptance management;- acceptance management;- communications management. - communications management.

Monitor & Control

Perform time managementPerform time management

Time management is:Time management is:

The process of recording and The process of recording and quantifying time spent completing quantifying time spent completing tasks tasks on a project.on a project.

Time management involves:Time management involves:

- completing and approving timesheets;- completing and approving timesheets;- recording time spent, within a timesheet - recording time spent, within a timesheet register and project plan; register and project plan;- identifying and resolving exceptions.- identifying and resolving exceptions.

Perform cost managementPerform cost management

Cost management is:Cost management is:

The process by which costs (ie The process by which costs (ie expenses) incurred on a project are expenses) incurred on a project are identified, approved and paid.identified, approved and paid.

Cost management involves:Cost management involves:

- completing and approving expense forms;- completing and approving expense forms;- recording expenditure, within an - recording expenditure, within an expense register and project plan; expense register and project plan;- resolving expense issues.- resolving expense issues.

Perform quality managementPerform quality management

Quality management is:Quality management is:

The process by which the The process by which the quality of the deliverables quality of the deliverables and management processes and management processes is assured and controlled.is assured and controlled.

Quality management involves:Quality management involves:

- setting quality targets;- setting quality targets;- measuring deliverable quality;- measuring deliverable quality;- performing quality assurance;- performing quality assurance;- performing quality control;- performing quality control;- resolving quality issues.- resolving quality issues.

TURN BACKS

ESCAPES

ACE Tools

Process Management

Quality Clinic Process Chart

Relentless Root Cause Analysis

Mistake Proofing

Market Feedback Analysis

Standard Work

Total Productive Maintenance

New 5S

Value Stream mapping

Passport System

Process Certification

Quality…A Way Of Work LifeQuality…A Way Of Work Life

Perform change managementPerform change management

Change management is:Change management is:

The process by which changes to The process by which changes to the project scope, deliverables, the project scope, deliverables,

timescales or resources are approved timescales or resources are approved and and managed.managed.

Change management involves:Change management involves:

- completing change requests;- completing change requests;- assessing change feasibility;- assessing change feasibility;- approving change requests;- approving change requests;- scheduling change requests;- scheduling change requests;- implementing change requests. - implementing change requests.

1. Envision

2. Evaluate

3. Empower

4. Execute

5. Excel

““When the rate of change outside When the rate of change outside

exceeds the rate of change inside, the exceeds the rate of change inside, the

end is in sight”....Jack Welchend is in sight”....Jack Welch

Ingredients of ChangeIngredients of ChangeVision Motivation Skills Resources Action Plan Change

Frustration

Gradual Change

AnxietyVision Motivation Skills Resources Action Plan

Vision Motivation Skills Resources Action Plan

False StartVision Motivation Skills Resources Action Plan

ConfusionVision Motivation Skills Resources Action Plan

Vision Motivation Skills Resources Action Plan

If You Do Not If You Do Not Change, You Change, You Can Become Can Become ExtinctExtinct

Movement In Movement In A New A New Direction Direction Helps You Helps You Find New Find New Cheese.Cheese.

When You Move When You Move Beyond Your Beyond Your Fear, You Feel Fear, You Feel Free.Free.

Imagining Myself Imagining Myself Enjoying New Enjoying New Cheese, Even Cheese, Even Before I Find It, Before I Find It, Leads Me To It.Leads Me To It.

The Quicker You The Quicker You Let Go Of Old Let Go Of Old Cheese, The Cheese, The Sooner you Find Sooner you Find New Cheese.New Cheese.

Old Beliefs Do Old Beliefs Do Not Lead You To Not Lead You To New Cheese.New Cheese.

When You See That When You See That You Can Find And You Can Find And Enjoy New Cheese, Enjoy New Cheese, You Change Course.You Change Course.

Noticing Small Noticing Small Changes Early Helps Changes Early Helps You Adapt To The You Adapt To The Bigger Changes Bigger Changes That Are To Come.That Are To Come.

Change HappensChange Happens

Anticipate ChangeAnticipate Change

Monitor ChangeMonitor Change

Adapt To Change QuicklyAdapt To Change Quickly

ChangeChange

Enjoy Change !Enjoy Change !

Be Ready To Change Be Ready To Change Quickly & Enjoy It Again.Quickly & Enjoy It Again.

Who Moved My Cheese?

Perform risk managementPerform risk management

Risk management is:Risk management is:

The process of identifying, quantifying The process of identifying, quantifying and mitigating risks throughout a and mitigating risks throughout a project.project.

Risk management involves:Risk management involves:

- identifying project risks;- identifying project risks;- completing risk forms;- completing risk forms;- reviewing and assessing risks;- reviewing and assessing risks;- implementing risk mitigation actions;- implementing risk mitigation actions;- constantly reviewing the risk status. - constantly reviewing the risk status.

Perform issue managementPerform issue management

Issue management is:Issue management is:

The process by which issues are The process by which issues are formally identified, reviewed and formally identified, reviewed and resolved.resolved.

Issue management involves:Issue management involves:

- identifying project issues;- identifying project issues;- completing issue forms;- completing issue forms;- reviewing and assessing issues;- reviewing and assessing issues;- implementing issue resolution actions;- implementing issue resolution actions;- constantly reviewing the issue status - constantly reviewing the issue status

Perform procurement managementPerform procurement management

Procurement management is:Procurement management is:

The process of The process of procuring productsprocuring productsfrom externalfrom externalsuppliers.suppliers.

Procurement managementProcurement managementinvolves:involves:

- issuing purchase orders;- issuing purchase orders;- fulfilling purchase orders;- fulfilling purchase orders;- managing supplier contracts.- managing supplier contracts.

Perform acceptance managementPerform acceptance management

Acceptance management is:Acceptance management is:

The process by which project The process by which project deliverables are reviewed and deliverables are reviewed and

accepted by the customer.accepted by the customer.

Acceptance management involves:Acceptance management involves:

- identifying the completion of deliverables;- identifying the completion of deliverables;- requesting customer acceptance tests;- requesting customer acceptance tests;- completing acceptance tests;- completing acceptance tests;- accepting final deliverables.- accepting final deliverables.

Perform communications managementPerform communications management

Communications management is:Communications management is:

The process of keeping stakeholders The process of keeping stakeholders informed of the progress of the project.informed of the progress of the project.

Communications management involves:Communications management involves:

- identifying communication required;- identifying communication required;- creating communications messages;- creating communications messages;- dispatching communications messages;- dispatching communications messages;- reviewing communication effectiveness.- reviewing communication effectiveness.

Step 3: Perform a stage gate Step 3: Perform a stage gate

A stage gate is:A stage gate is:

A checkpoint at the end of the project phase to ensure A checkpoint at the end of the project phase to ensure that the project has achieved its stated objectives and that the project has achieved its stated objectives and deliverables.deliverables.

To perform a stage gate, you need to:To perform a stage gate, you need to:

- identify the stage-gate review criteria;- identify the stage-gate review criteria;- undertake the stage-gate review;- undertake the stage-gate review;- complete the stage-gate review form;- complete the stage-gate review form;- seek approval to proceed.- seek approval to proceed.

Perform Stage-Gate

ProjectTeam

PlanReviewExecute

Project Organization (Team)Project Office / SpaceStrengths and LimitationsProject Risks and MitigationMilestones and TasksTime Lines

PROJECT

Method of ExecutionTurn Around StrategyQuick WinsPoint Of FailuresPoint Of SuccessChange Management

Governance ModelChange ControlDash Boards / MetricsProject Check / PassportCommunicationCelebrate Success

ProjectTeam

On SiteTeam

VirtualTeam

Management

Team – Roles & ResponsibilitiesSkills and CompetenciesContingency / Back FillAdaptabilityStress Management

Technology Can Be Put In Place, People Make IT Happen

Sponsor RoleInvolvement & DecisionCommittedCommunication / UpdateProject IncentiveReview

Team – Roles & Resp.Skills and CompetenciesCultureTime ZonesReview Mechanism

• ResponsibilityResponsibility, Authority , Authority and and AccountabilityAccountability

• DelegationDelegation• TransparencyTransparency

• Manage The Manage The OrganizationOrganization

• Manage Your Manage Your TeamTeam

• Manage Your Manage Your ResourcesResources

Plan For ExecutionPlan For Execution

Project

Plan

What

WhoHow

Why

When

GO / NO GO

PROJECT

SUCCESS FAILUREHOLD

Critical Success FactorsKey Learning’sDoings things differently

Valid Reasons for HoldRevive of ProjectTurn Around

Critical Failure FactorsKey Learning’sRevive and Turn Around

5C’s For Project Excellence5C’s For Project Excellence

EFFECTIVENESS

Communication

CollaborationCo - Operation

Co - Creation

Co Ordination

Project Team

Partners

Project Project successsuccess

ManagementTeam

Strategic

Execution - Support

Role

Execution

Support

Role

Strategic

Facilitator

Role

Successful Implementation

Peo

ple

pro

cess

es

Implementation Methodology

Tec

hn

olo

gy

ERP

EVALUATE BEYONDEXECUTE

Vendor -> PartnerPackageTeamBusiness CaseApprovals

Project OrganizationTeam &Organization ReadinessRequirement Phase (As Is)To Be Processes - BRDInfrastructure ReadinessInterface ReadinessEnhancements / DevelopmentsData MigrationSecurity (R&R)Walk Through & TrainingTesting – UAT / IUATDocumentationContingency PlanSupport ModelGo Live ReadinessPost Go Live - Usage

Leverage & Effective UsageInformation to InsightsUpgradesEnhancements

Listen

Empathize

Apologize

Resolve

Notify

Customer…Compliant & Management

Call Back / Turn Back / Escapes

RRCA – Relentless Root Cause Analysis

Mistake Proof Solution

Feedback & Continual

Improvements

Confidentiality

Ensure protection of user information and

transmission of Data

Integrity

Ensure accuracy

Transparency

Controls &

Compliance

A Secured System leads to Secured EnterpriseA Secured System leads to Secured Enterprise

Lead & Be Loyal to the role

Energetic & Enthusiasm

Adaptability & Agile

Dynamic, Discipline & Dedication & Determination

Excellence (Will to WIN & Can Do) & Execution (Focus)

Remarkable & Result Oriented (Customer Centric)

Shape the Future & Significance to the role

Humble, Holistic and Happening (Make Things Happen)

Integrity, Inspire and Invest in Self+People

Performance & People Oriented

Mission

Goals

Strategic Objectives

Execution

Results

Lead the people

Grow Yourself

Lead the Business

Leadership is by Choice, not by options

Stephen R Covey

TEAM WORKTEAM WORKTotal Commitment (Committed)

Excellence

Adaptability

Motivated

Will to Win

Organized / Systematic

Result Oriented

Knowledge

1.1. Clear ExpectationsClear Expectations2.2. ContextContext3.3. CommitmentCommitment4.4. CompetenceCompetence5.5. CharterCharter6.6. ControlControl7.7. CollaborationCollaboration8.8. CommitmentCommitment9.9. Creative InnovationCreative Innovation10.10. ConsequenceConsequence11.11. Co-OrdinationCo-Ordination12.12. Cultural ChangeCultural Change

12 Cs of Team Work12 Cs of Team Work

BEHAVIOUR!BEHAVIOUR!

BB -- BeliefsBeliefsEE-- ExpectationsExpectationsH-H- HabitsHabitsAA-- AttitudesAttitudesVV-- ValuesValuesII -- IntentionsIntentionsOO -- OutlookOutlookUU --

UnderstandingUnderstandingRR-- ResponsesResponses

Truth

Responsibility

Understanding

Sharing

Teamwork

Project Management Project Management MantraMantra

DOMAIN DOMAIN EXPERTISE &EXPERTISE &

BUSINESS ACUMENBUSINESS ACUMEN

LEADERSHIPLEADERSHIP MANAGEMENTMANAGEMENT

PROJECTPROJECT

PLANNINGPLANNING ORGANIZEDORGANIZEDRESULTRESULT JOYFULJOYFUL EXECUTIONEXECUTION COLLABORATIONCOLLABORATION TURN AROUNDTURN AROUND

““WINNERS DON’T DO WINNERS DON’T DO DIFFERENT THINGSDIFFERENT THINGSTHEY DO THINGSTHEY DO THINGS

DIFFERENTLY”DIFFERENTLY”

““WINNERS recognize their WINNERS recognize their limitationslimitations

But focus on their strengthsBut focus on their strengthsLosers recognize their Losers recognize their

strengthsstrengthsBut focus on their limitationsBut focus on their limitations

…….Shiv Khera.Shiv Khera

““WINNing is inspiration to WINNing is inspiration to work harderwork harder

A winner gives hope to A winner gives hope to ordinary people & ordinary people &

inspire them toinspire them toMove to extra…ordinary”Move to extra…ordinary”

The WINNING EDGEThe WINNING EDGE

A demanding customer is

very similar to a coach. Not only does he demand

the best and expect nothing

else, but he also appreciates it when he gets

the best.

51

When you are inspired by some great purpose, some

extraordinary project, all your thoughts break their bonds.

Your mind transcends limitations, your consciousness expands

in every direction, and you find yourself in a new, great and

wonderful world. Dormant forces, faculties and talents become

alive, and you discover yourself to be a greater person by far

than you ever dreamed yourself to be.

Patanjali (1st – 3rd Century BC)