Bring Visibility to Your Day-to-Day Projects

Sweat the small stuff.

Onsite Workshop

A lack of visibility into day-to-day projects can result in:

  • Over-allocated staff.
  • Missed project deadlines and poor project results.
  • Angry project stakeholders and senior leadership.

Better visibility into day-to-day projects can result in:

  • More evenly allocated staff, with better morale and focus.
  • More on-time projects with better results.
  • Happier stakeholders.

Module 1: Analyze the Current State of Day-to-Day Projects

The Purpose

Assess the current state of project portfolio management and establish a realistic target state for the management of day-to-day projects.

Key Benefits Achieved

Realistic and well-informed workshop goals.

Activities: Outputs:
1.1 Begin with introductions and workshop expectations activity.
  • Realistic workshop goals and expectations
1.2 Perform PPM SWOT analysis.
  • PPM SWOT analysis
1.3 Assess pain points and analyze root causes.
  • Root cause analysis

Module 2: Establish Portfolio Baselines for Day-to-Day Projects

The Purpose

Establish a standard set of baselines for day-to-day projects that will help them to be identified and managed in the same way across different functional teams.

Key Benefits Achieved

Standardization of project definitions and project value assessments across different functional teams.

Activities: Outputs:
2.1 Formalize the definition of a day-to-day project and establish project levels.
  • Project identification matrix
2.2 Develop a project value scorecard for day-to-day projects.
  • Project value scorecard
2.3 Analyze the capacity footprint of day-to-day projects.
  • A capacity overview to inform baselines

Module 3: Build a Target State Process for Day-to-Day Projects

The Purpose

Establish a target state process for tracking and monitoring day-to-day projects at the portfolio level.

Key Benefits Achieved

Standardization of how day-to-day projects are managed and reported on across different functional teams.

Activities: Outputs:
3.1 Map current state workflows for the intake and resource management practices (small and large projects).
  • Current state workflows
3.2 Perform a right-wrong-missing-confusing analysis.
  • Right-wrong-missing-confusing analysis
3.3 Draft a target state process for the initiation of day-to-day projects and for capacity planning.
  • Target state workflows

Module 4: Prepare to Implement Your New Processes

The Purpose

Start to plan the implementation of your new processes for the portfolio management of day-to-day projects.

Key Benefits Achieved

An implementation plan, complete with communication plans, timelines, and goals.

Activities: Outputs:
4.1 Perform a change impact and stakeholder management analysis.
  • Change impact and stakeholder analyses
4.2 Perform a start-stop-continue activity.
  • Start-stop-continue retrospective
4.3 Define an implementation roadmap.
  • Implementation roadmap

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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