Project Management

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Standardized Project Tiers

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Geoffrey Melle Manager, Project Management Office| Epicor Software Corp Westborough, Ma, United States

Hello Everyone,



I work for a large software company (~4,500 employees) and have spent the past few years building a PMO to manage our software projects effectively. Our portfolio includes a mix of large-scale ERP releases—requiring extensive project management due to their complexity (100+ stakeholders)—as well as smaller software projects with reduced scope, risk, and resource demands.



We’ve developed strong best practices throughout the software development lifecycle, including detailed checklists for each project phase, as well as robust standards for change management, risk management, and project reporting. At any given time, our team of 10 project managers oversees 50–80 active projects.



One of our ongoing challenges is ensuring that we provide the right level of project management support across this portfolio. A few years ago, we implemented a tiered project approach to standardize expectations—offering higher-touch project management for larger, more complex projects and a lighter-touch approach for lower-tiered projects. However, as leadership saw the value of comprehensive project management, expectations shifted, and over time, the tiered approach was deprioritized. As a result, our project managers became overextended, taking on more than originally planned.



We are now reevaluating our project tiers to ensure a sustainable workload while maintaining effective project oversight. Our goal is to establish scalable project management practices, templates, and SLAs that adjust to project complexity while preventing scope creep in our project managers’ responsibilities.



I’d love to hear from other PMOs—have you faced similar challenges, and how have you successfully balanced project oversight with resource constraints?



Looking forward to your insights!

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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Geoffrey -

I was part of the team designing and rolling out standards and governance changes at a large Canadian bank a few years back. While we had (and continued to maintain) a tier-based model which primarily looked at project size to determine tier, we shifted the governance model from a document-centric, onerous approach to one which was risk-based and taking a tailored approach which gave teams the flexibility to determine how best to meet control & delivery objectives given the unique context of their projects.

The biggest challenges we faced were:

1. Teams lacking the guidance or know how for tailoring in this new world - we addressed that through active support and suggested options for common scenarios.

2. Control partners who were concerned about their ability to continue to keep the organization safe. Working actively with them to listen to their concerns and incorporate them in the external oversight approach helped.

Kiron

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