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© 2017 Planview, Inc. | 1 | Confidential
Enabling Success from the Start 5 Steps to Launching Your PMO
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© 2017 Planview, Inc. | 2 | Confidential
Presenters
• Kristi Kuetemeier
• PMO Director and Senior Consultant
• 15+ years PPM Experience
• 6 industries, 4 PMOs
• Passionate about practical project management
• Kristen Davis
• VP Commercial Solutions Consulting
• 10 years with Innotas
• Over 15 years PPM experience
• Loves that Kristi is passionate about practical project
management
© 2017 Planview, Inc. | 3 | Confidential
Agenda
• Launching Your PMO – Step by step considerations
• Continuing the momentum
• Q & A
© 2017 Planview, Inc. | 4 | Confidential
Step 1: Get Clear on Your Purpose
Types of PMOs:
1. Delivery
• Focused on running projects
efficiently and predictably
• Very common type of PMO
© 2017 Planview, Inc. | 5 | Confidential
2. Oversight
• Monitoring and reporting on
PMOs and/or projects across the
organization
• Frequently EPMOs
© 2017 Planview, Inc. | 6 | Confidential
3. Educational
• Helping the organization
understand what project
management is and how
to perform it effectively
• Commonly a responsibility
of other PMO types
© 2017 Planview, Inc. | 7 | Confidential
4. Strategic
• Help the organization set
strategy, and sometime run
projects to support the
strategy.
• Frequently also an EPMO
© 2017 Planview, Inc. | 8 | Confidential
5. Others?
© 2017 Planview, Inc. | 9 | Confidential
Step 2: Understand your support
• Does the organization value project management?
• Does support come from the top?
• Where are you positioned?
• Is this a directive or a trial?
A lack of support does not mean
you won’t succeed, but be prepared
that the journey will be more difficult
© 2017 Planview, Inc. | 10 | Confidential
Step 3: Define a Framework
• Build a team
• Manage direct reports vs. indirect reports
Project
Managers
• Define how you run projects
• Provide templates to get started
• Keep it flexible where possible
Project Methodology
• Decide which projects to run
• Monitor and Report across all projects
• Identify Metrics
Portfolio Management
© 2017 Planview, Inc. | 11 | Confidential
Step 4: Hire good people
• Culture fit
• Skill and experience can overcome
process immaturity
• Largest factor in early adoption of a
PMO
© 2017 Planview, Inc. | 12 | Confidential
Step 5: Continue to evolve
• See how things are working
in your environment
• Get feedback and act on it
• It can take a year or two to
become truly established
• Automate your manual
processes to get your team
to the next level
© 2017 Planview, Inc. | 13 | Confidential
Continue the Momentum
Kristen Davis
© 2017 Planview, Inc. | 14 | Confidential
• Single focus on solutions that
optimize work and resources
for any organization
• Serving more than 3,000
customers and one million
users worldwide
• Recognized leader by
premier industry analyst firms
• Track record of innovation
and commitment to customer
success
© 2017 Planview, Inc. | 15 | Confidential
Top Down Approach
• Taking a top down approach when starting a new PMO
has many advantages:
• It helps enhance your support at the management level
• It will help you get up and running quickly
• It helps provide visibility to the right levels within your organization
© 2017 Planview, Inc. | 16 | Confidential
Top Down Approach – Defining a Framework
• Taking a Top Down
Approach can help you
define your framework
• Supports a templates approach
• Drives a reporting structure
• Helps you manage to your desired
methodology
© 2017 Planview, Inc. | 17 | Confidential
Resource Management
• Improve management of your valuable resources
• Better resource management is critical to the success of a PMO
• Ensures your resources are working on the right things
© 2017 Planview, Inc. | 18 | Confidential
Continue to evolve
• Mature within your PMO processes
• Once you have your foundation established, maturing will happen
over time
• Evolve from standard metrics to more advanced analytics
• Evolve from driven decisions to strategic business planning
© 2017 Planview, Inc. | 19 | Confidential
Questions?
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