Rebalance Project Intake for Small Enterprise
Tip the scale of supply and demand into IT’s favor.
RETIRED CONTENT
Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.The risks associated with undisciplined project intake processes include:
- Over-allocated resources
- Undocumented project work
- Dissatisfied stakeholders
The benefits of a disciplined project intake process include:
- More reasonable workloads for IT staff
- Better throughput of more high-value projects
- Strengthened stakeholder relations
Book Your Workshop
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.
Module 1: Develop an Optimized Intake Workflow
The Purpose
- Identify and map project sources.
- Establish an effective triage process for project requests.
- Develop a view of available capacity to keep approval and prioritization constrained to that which is achievable.
Key Benefits Achieved
- A centralized intake workflow that fosters collaboration between sponsors and the PMO.
- An appropriate request follow-up process that sets realistic expectations for stakeholders.
- A simple methodology for tracking resource allocations at a high level.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Undergo a PPM needs assessment |
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| 1.2 | Review and configure request form |
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| 1.3 | Establish an optimized intake workflow |
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| 1.4 | Develop lightweight methods for tracking resource availability |
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Module 2: Prioritize New Requests to Drive Portfolio Throughput
The Purpose
- Determine the appropriate steps in a progressive prioritization process for your organization.
Key Benefits Achieved
- An effective cadence for prioritization to help ensure your efforts are always aligned with the highest value priorities.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Establish an approval and prioritization scorecard |
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| 2.2 | Define prioritization cadence, stage gates, and authority rights |
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| 2.3 | Pilot the workflow using Info-Tech’s tools and templates |
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