Ron Kopetski 2015 PM Skills

Ron Kopetski, P.M.P., C.S.M.

Senior Project Manager

Skills and Experience

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Experience by Industry Sector

• Consumers Glass

• Toyota Canada• Home Depot

• IT Career Pro• LifePro• ManuLife• Chubb Insurance

• Great-West Life• Chubb• Sun Life• ManuLife

• TD• BMO• RBC

Banking

InsuranceAutomotive

&Industrial

PMO Build and

Enhance

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Project Team Management

Do you accept ownership ? Can you deliver ?

• TD, GWL, BMO, SunLife, Home Depot

• Offshore India

• TD in 5 locations• BMO GTA multi-site• Great-West Life• SunLife

• On-Site, Local, Remote

• Canon• MultiCorpora

(Gatineau)• Siebel (GTA)• Norkom (EEU)

• TD• BMO• Great-West Life• Chubb• RBC• Toyota In-House

Teams

VendorTeams

VirtualRemoteTeams

VirtualLocal

Teams

5 locations

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Project Responsibilities

The Triple Constraints of Project Management

ResourcesTeams from 5 to 50 members

ScopeTo 24 months

Budget$500,000 to $5,000,000

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Experience by Project Type

InfrastructureIntranet server refreshOff-site server deploymentsNetwork upgradesWireless deploymentEnterprise software versioningBranch application rollout (TD & BMO)Oracle (server) to DB2 (host) conversion (BMO)Data Centre relocationCorporate relocationBusiness consolidation & integration

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ApplicationsCommercial Insurance (Program Manager)Insurance TrainingAutomotive Marketing (Toyota)Business consolidation & integrationBanking – Retail, Fraud, Credit, Phone Channel, VisaFinancial ServicesInsurance Group Retirement Services

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BusinessDivisional consolidation & integrationCross-border relocationFinancial ServicesCOTS Vendor ManagementClient Relationship Management

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COTS Vendor ProductsFrench Translation (MultiCorpora)Insurance Ombudsman (Province of Ontario)AML & Card Fraud (Norkom)IBM FilenetCustom enterprise softwareBanking Fraud (ACI)

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PMO Process and Tools Experience

Created/Refined PMO at LifePro, IT Career ProFrom the beginning; focused on Client Delivery

Contributed as Senior Project ManagerTD, BMO, Great-West Life, ManuLife

Primary Contributor for Process ImprovementChubb Insurance, ManuLifeLed initiative to refine and improve Service Delivery

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PMI Professional Contributions

PMI Panel Member (San Francisco, 2004)Project Manager Role Delineation Study PMBOK v3

PMI Panel Member (Philadelphia, 2007)PMI Head OfficeRisk Management Exam Content PMBOK v4, RMP (Risk Management Professional)

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Personal Approach

Results ! Results !

Motivate

The Team ApproachThe PM: Manager AND Leader

Manage the DeliveryLead By ExamplePlan your work – Work your plan

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Professional Approach to Projects

Client Methodology- or -

The PMBOK Approach- or -

The AGILE Approach

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The Team Approach

Flexibility Consensus (Let’s make it

together)

Consult (I need your

input)

Lobby (I like Option A & here’s why)

Test (I want Option

A – OK ?)

Mandate (We’re doing

Option A)

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Project Governance : Project Discipline

The Governance DocumentsProject CharterStake-Holder AnalysisRequirements ! Requirements ! WBS

(What are the business specifications ?)(What are the functional specifications ?)(What are the technical specifications ?)

The ScheduleWhat tasks? When ? For how long ?

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The Governance DocumentsRisk and Issue Management

Where a PM proves his value !What can break ? What can fail ?Who is the Project Champion ?We don’t know what we don’t know

Communication ManagementThe Chain of Command The Steering CommitteeThe Project Champion

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The Governance DocumentsProject Status

What I didWhat I am doingWhat I will be doing What’s going right – or wrongOn Time ? On Budget ?

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Project Governance

The Lesson of The Titanic – The Unsinkable Boat

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System Lifecycle

Traditional

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Project Lifecycle

The Agile ApproachProject InitiationAnalysis / RequirementsDesignSuccessive Iterations

Analysis / RequirementsDesignConstruct / Build / TestQuality AssuranceImplementWarranty / Post-Implementation

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Project Planning and Estimating

IterativeSME InputExternal Business Partner InputSourcing and Resourcing“You can’t build it if you don’t plan it”“I didn’t think it would take that long”“I didn’t think it would cost that much”“I didn’t think it would be that big”

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Project Planning and Estimating

Sourcing and ResourcingCost Estimating

What is it ?What does it cost ?When can we get it ?

Resource EstimatingWho does it ?How long does it take ? What does it cost ?

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Project Scope Management

Requirements ! Requirements ! Definition by CollaborationSponsor Agreement and AcceptanceIn language that can be understood

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But you said “Big coffee cups !”

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Don’t they stack that way ?

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Change ManagementThe only thing that changes – is change !

There will be changes – count on it !Sink or Swim1 of the PM’s biggest challenges When can the PM make the decision ?Can you say “No” and stay employed ?

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Change ManagementCan you say “No” and stay employed ?Don’t say “No” – show how it can be doneMAKE YOUR RECOMMENDATIONExplain the impactCan the PM make the decision ?Ask the Steering Committee !

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Project Risk Management

Identify Risks and Stakeholders

Identify level of Risk tolerance

Mitigate Risks with strategy

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Project Quality & Success

ScopeDoes the project deliver what was promised ?The best square peg ever built – but the hole is round !

CostIs the project on budget ?Acceptable Cost Variance

Percentage or absolute amount ?

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Project Quality & Success

ScopeCostSchedule

Is the project on time ?Y2K repairs after Jan. 1, 2000RRSP changes after March 1Retail: the Christmas season

Acceptable Time VariancePercentage or absolute amount ?

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Project Tracking and Reporting

Communication – 90% of a PM’s jobFace-to-face is bestTelephone is nextEmail ( blind reporting ) is viable in many instances and preferable in someTrack it – then report itIf you can’t report on it, then you’re out of control

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Why Ron Kopetski ?

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P.M. Attributes

Management Soft SkillsOrganization skillsTime Management skillsCommunicationNegotiationLeadership by example

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Why Ron Kopetski ?

Experience and maturityAcademic and Functional SkillsP.M.P. and C.S.M.

Challenge-orientedHe can do the job !Prior successes as Senior Project ManagerStrong background in Application Development and Infrastructure

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Testimonial

Ron is a highly disciplined Senior Project Manager who gets the job done, often under challenging and changing conditions. Ron consistently delivers his projects on schedule, and has made a valuable contribution to the TD team. Ron has proven to be very adept at maintaining and growing his network of relationships within the organization and his congenial and outgoing personality is a strong asset for him. I would be happy to have Ron work with me again and I strongly recommend Ron for any initiative.

Ade Adeusi, IT ManagerInfrastructure Project Management

TD Bank2010-2013

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Testimonial

Ron was responsible for managing Commercial Lines projects and contributing in improvement of the PMO project management processes. Ron was a responsible contract employee, worked conscientiously, learned quickly and was popular with his colleagues. I was sorry to see him leave and would employ him again should the need arise.

Paul Newby, Project Services ManagerChubb Insurance of Canada

2008-2009

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Testimonial

Ron was a great resource for this project. He was very instrumental in removing obstacles that I couldn’t move so that the project could proceed. He helped other team members by providing a better understanding / perspective on the situations.I look forward to working with Ron again on future projects.

Lou Toppan, Manager, Special ProjectsBank of Montreal

2005-2007

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Testimonial

Ron was invaluable throughout the project. He ensured all issues were identified, documented, actively followed, and completed by their deadline. He ensured all decisions were documented, knew when to escalate issues, and who to bring in for assistance when it was needed. It was obvious that the team participating in this respected his opinion, kept him in the loop all on issues, and followed his lead. His matrix management skills were excellent. I was confident that what he committed to would happen when he said it would. I would definitely be happy to have him serve as PM on any future projects in which I am involved.

Mary Phelan, US Program ManagerBank of Montreal

2005-2007

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Ron’s contact details

2 BriarCreek RoadToronto, ON

Office: (416) 282-3372Mobile: (647) 456-8093Email: [email protected]