WELCOME'TO'THE'CLASS!'!!

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Most'organiza6ons'have'a'gold'mine'of'opportunity'with'improving'their'organiza6on's'project'maturity.'Is'your'organiza6on'maximizing'its'ability'to'accomplish'the'RIGHT'projects'the'RIGHT'way'in'the'RIGHT'6me'frames?'How'do'you'know?''We'will'outline'the'four'aspects'of'your'organiza6on'to'assess'that'will'tell'you'all'you'need'to'know.'A'free'downloadable'tool'for'assessing'your'organiza6on'will'be'also'be'provided.''Feel'free'to'ask'ques6ons.''I'will'have'you'muted'for'sound'quality.''Simply'type'your'ques6on'in'the'chat'box.'

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'Why'do'I'say'four'VALUES?'$  Every!organiza0on!does!projects.!$  All!companies!have!lists?!$  Somebody!is!deciding.!$  Somebody!is!leading!and!someone!is!doing.!$  Some!projects!get!done.!$  THE!QUESTION!–!how!well?!!How!effec0ve?!$  The!Four!Values!are!what!PROJECT!MATURITY!brings!to!a!company.!$  Many!companies!are!not!harnessing!these!VALUES!!!! Visibility!–!be!able!to!see!what!you!need!about!and!from!projects!–!BEFORE,!DURING,!and!AFTER!! Predictability'–!be!able!to!do!the!right!projects!the!right!way!to!get!the!right!results!$!consistently!! Capacity'–!be!able!to!maximize!your!staff!and!capabili0es!by!developing!staff!with!strong!PM!ability!and!aligning!staffing!and!priori0es.!! Relevance!–!be!able!to!arm!leadership!with!ability!to!define,!approve,!and!modify!project!priori0es!to!maximize!strategic!advantage.!!'

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! What’s'ON'and'IN'the'List?'! What!projects!are!ac0ve?!! What!projects!are!approved!and/or!scheduled?!! What!projects!are!being!considered?!! What!do!you!know!about!each!project?!! Where!is!this!info!collected?!

! How'is'the'List'used?'! What!are!you!collec0ng!about!ac0ve!and!scheduled!projects?!! How!is!the!info!from!the!above!ques0ons!being!shared!and!used?!! What!impact!is!that!informa0on!having?!

! How'accurate'is'the'List?'! Where!is!the!informa0on!coming!from?!! How!oaen!is!the!informa0on!being!updated?!! How!oaen!is!the!List!being!modified/realigned!based!on!the!new!informa0on?!

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! How'are'you'doing'projects?'! What!process(es)!and!tools!are!used!today?!!(ad!hoc?!Consistent?!Rigid?)!–!(i.e.,!How!do!you!define!project!management?)!! What!authority!is!granted/used!with!projects?!! How!widely!understood!and!used!are!the!processes!and!tools!you!described?!

! How'are'your'projects'doing?'! How!do!you!define!project!success?!! By!that!defini0on,!how!are!your!projects!doing?!!(if!you!can’t!readily!answer!this,!this!tells!you!VOLUMES)!! What!is!staff’s!aftude!toward!projects,!in!general?!!(overloaded,!unclear,!dumped!on,!chao0c?)!

! How'do'you'handle'change?'! !How!do!changes!to!projects!get!iden0fied,!evaluated!and!approved?!! !How!do!changes!that!are!approved!get!addressed!in!a!project?!! !How!are!the!impacts!of!changes!addressed!within!the!List?!!(i.e.,!how!do!you!determine!whether!other!projects!are!impacted!by!the!change?)!

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! 'What'should'be'going'on?'! !Does!the!List!reflect!the!reality!on!the!ground?!!What!are!staff!facing!that!competes!with!the!List?!! !How!realis0c!is!the!current!ac0ve!List!given!the!available!staff!and!resources?!!Are!schedules!and/or!resources!out!of!sync!with!reality?!! !How!close!is!the!current!ac0vi0es!of!staff!aligned!with!the!priori0es!of!the!organiza0on?!!(i.e.,!what!is!going!on!that!are!merely!people’s!pet!projects!that!are!not!0ed!to!any!strategic!goals,!or!is!highly!inefficient!due!to!a!lack!of!clear!scoping,!planning,!tools!or!staffing?)!

! What'skills'and'roles'maTer?'! How!is!the!role!(or!discipline)!of!project!manager!understood?!! How!are!people!selected!to!lead!projects?!! What!skills!are!fostered/sought!for!those!leading!projects?!!

! !How'scalable'are'you?'! !If!you!need!to!increase!your!ability!to!do!projects,!how!would!you!do!it?!! !What!is!your!pool!of!those!who!can!effec0vely!lead!a!project?!! !How!are!you!developing!the!needed!skills/abili0es!for!projects!to!be!led!well?!

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! !A!KEY!–!The!BEFORE,!DURING!and!AFTER!!! !Strong!project!capabili0es!not!only!improve!your!ability!to!deliver!SERVICE,!but!empowers!a!strategic!partnership.!! How'are'projects'selected?'

! !How!are!projects!requested?!! !What!is!captured/known!about!the!project!BEFORE!they!are!approved?!! !Who!determines!which!projects!are!approved!and!on!what!basis/criteria?!

! 'How'are'projects'aligned?'! !How!closely!aligned!are!approved!projects!with!strategic!goals!for!the!company?!! !How!are!projects!priori0zed!for!comple0on?!! !How!are!changes!to!strategy,!priori0es!and!opportunites!applied!to!the!approved,!priori0zed,!scheduled!project!List?!

! 'How'do'projects'impact?'! !How!are!project!results!measured?!! !How!do!project!results!impact!how!strategic!decisions!are!made?!! !How!do!changes!in!the!(ac0ve!project)!List!impact!ongoing!strategic!decisions!with!project!priori0es?!

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This!diagram!shows!the!flow!of!projects!from!a!Strategic!Business!Driven!perspec0ve.!!Review!briefly.!!NOTE!–!all!of!these!things!EXIST!TODAY!in!your!organiza0on.!!The!ques0on!is!how!well,!and!are!you!maximizing!the!value!that!is!possible!to!you.!!Most!organiza0ons!have!each!part!as!SEPARATE!and!disconnected.!!When!an!organiza0on!starts!to!0e!the!three!together,!they!begin!to!gain!Visibility,!Predictability,!Capacity!and!ul0mately!strategic!relevance.!!You!can!start!with!even!single!areas,!like!IT,!and!see!significant!benefits,!even!with!minimal!steps.!

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We!may!see!where!we!want!to!go,!but!gefng!there!is!another!maner.!!The!needed!changes!are:!$  Cultural!$  Structural!$  Financial!$  Personal!–!Emo0onal!$  Circumstan0al!!So!how!do!we!get!there?!!!A!good!way!to!start!is!to!take!an!honest!look!at!where!is!HERE!while!considering!the!THERE!!!

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Use!this!slide!deck!Notes!Version!as!a!simple!assessment!tool!to!help!you!uncover!the!challenges!and!opportuni0es.!!Let!it!s0mulate:!!INTERACTION'$  Get!mul0ple!perspec0ves!

$  E.g.,!how!do!you!think!we!do!projects!here?!$  Get!addi0onal!insights!$  Confirm!or!change!your!views!!IDEAS'$  Show!areas!where!the!mindset!is!key!$  S0mulate!you!to!think!about!changing!areas!that!might!not!normally!come!to!mind!

$  E.g.,!What!should!we!capture!before!we!decide!on!a!project?!$  Encourage!you!to!think!outside!the!box!

INITIATION'$  Challenges!you!to!take!small!steps!to!change.!

NOTE:''You'should'document'what'you'find,'what'you'learn,'your'ideas,'etc.'

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The'RISK:'$  Overwhelmed!at!the!challenge!–!so!never!start.!$  AND!there!is!a!reason!the!things!you!see!are!not!happening!

$  There!may!be!resistance!…!in!your!org!…!or!even!in!YOU!!

Change!is!not!easy!!!THEREFORE:!$  PICK!ONE!AREA!$  PICK!ONE!THING!TO!FOCUS!ON!$  PICK!SOMETHING!MEANINGFUL,!BUT!SMALL!$  PICK!A!SMALL!WAY!TO!MAKE!THE!CHANGE!$  SEE!WHAT!HAPPENS!

Then!expand!!!MAYBE!–!you!need!to!do!something!BIG!to!shake!things!up.!!If!so,!I!would!talk!with!an!expert!first!–!to!make!sure!you!can!really!get!the!benefits!you!expect!!

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As!you!look!at!the!possibili0es,!consider…!!COST?'$  $$!$  Time!$  People!$  Emo0onal!capital!–!change!takes!energy!!

Benefits?'$  Can!see!an0cipate!what!changes!will!happen?!$  Is!there!a!way!to!measure!or!quan0fy!success?!$  Are!there!any!baseline!measures!you!should!get!now?!

Who'Approves?'$  Who!can!make!it!happen?!$  What!would!I!need!to!write!up/present!to!him/her?!$  You!might!want!to!write!ip!up,!just!like!you!would!a!project!request.!

Pursue'It!'$  Give!it!a!date!$  When!will!you!start?!$  Tomorrow!never!comes.!

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Proverbs!22:13!!I!am!not!accusing!any!of!us!of!being!sluggards,!but!it!does!point!to!an!old!truth!–!it!can!be!scary!to!“step!outside”!and!try!to!make!real!change.!!And!it!is!easy!to!make!excuses.!!Yes,!there!may!be!some!real!challenges!to!making!change!–!but!it!is!possible.!!Someone!needs!to!face!the!lions.!!And!bener!to!do!it!as!a!group!!!Do!we!want!to!stay!in!the!comfort!of!less!that!what!we!know!our!projects!could!be?!!Do!we!want!to!see!our!organiza0on!waste!money?!!Do!we!to!see!stronger!leadership!developed?!!CAPTURE!OR!SLAY!THE!LIONS!!

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You'may'want'help'as'you'seek'to'improve'your'project'capabili6es.''Shepherdwise'can'help.''Solu6ons'Road'Map'$  It’s!hard!for!an!org!to!get!outside!their!culture!enough!to!get!a!realis0c!picture!OR!$  They!don’t!have!the!exper0se!to!see!everything!and!devise!a!roadmap!to!move!forward.!$  We!assess!and!devise!a!road!map!for!gefng!where!you!or!your!organiza0on!need!to!be.!

Coaching/Advising'$  Offer!training,!but!more.!!Training!is!good,!but!anything!gained!can!be!unraveled!by!the!exis0ng!org!

culture.!$  So!add!ongoing!coaching!to!help!the!learning!s0ck.!

PMO'$  ALL!organiza0ons!need!basic!PMO!func0ons.!$  Some!orgs!will!benefit!from!an!official!PMO!–!some!merely!need!to!build!the!func0ons!with!the!

exis0ng!staff.!

Useful'Informa6on'$  Webinars!

$  Next!one!$!The!5!Things!Successful!PMs!Focus!On!$  Blogs!$  Tools!

OFFER'$  30$60!min!review!of!your!situa0on!$  Type!name!and!email!in!chat!box!or!email!me!or!just!tell!me!!

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