Project Management

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Working for a Credit Union, our portfolio has both construction and operational/corporate projects. How does your organization connect the two?

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Lorelie Kaid IT Program Manager| Fisher Investments
We have a wide variety of projects within my organization.  Construction efforts for new branches and remodeling, but also implementing new technology and processes at corporate.  Both are vital to our success.  We hire construction PMs in Facilities specific for our branches and IT/Corporate PMs in our Project Services.  We bring them together for open discussions a couple of times a year, and with the exception of reporting, their lives are separate.  How is this handled at your organization?
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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Lorelie -

I'd say this is very consistent with what I have seen with most companies I've worked with across multiple industries. While the PMs might come together occasionally through Communities of Practice or annual PM symposiums, they tend to report into different areas and there will rarely be movement of PMs from one team to the other, primarily due to a lack of sufficient domain knowledge to be effective.

Kiron
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Lorelie, l did work with large international organizations and my experience was similar to Kiron's and it wasn't that different from what you've been doing!
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Claudeen Pierre Senior Program Manager Dallas, TX, United States
Hi Lori,

What you are describing is common. If or when there are overlaps with sourcing, IT blackout periods, vendor availability etc., the Team Leads or PMs would schedule meetings as needed. If there is a PMO in place, training sessions are occasionally scheduled to improve processes and launch new management tools / tech across teams.
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Kristin Kuennen Senior Project Manager| Veridian Credit Union Marion, Ia, United States
Lorelie -

I'm also a PM for a credit union. Currently all construction/facility related projects are not managed in the PMO. However, we are implementing a new PMIS and are working on bringing their processes to a more centralized approach by using the new PMIS. I'm in the process of compiling the tasks from the various departments that work on our construction and remodel projects to create a template to be used going forward. Having their projects in the PMIS to track resource capacity will be huge for these teams!

Kristin

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