How to Introduce project management to an organization?
Julie BarrickProject Management Associate| The Samuel Roberts Noble FoundationMarietta, Ok, United States
What are some of the best ways to introduce project management procedures to an organization who has never used formal pm before? This is a new objective where I work and myself and my supervisor have been tasked as the "PMO." Neither of us have any formal PM training or experience. But I did take a course and pass for my CAPM. Saving Changes...
Julie, what a great place to be. I think you have a lot of opportunity. The main thing I would recommend is to be very clear in your mind why you want to introduce PM procedures and then take a step by step / bite sized approach vs. large scale formalization initiatives.
I would especially agree with Michelle Daigle's approach as the first step... identify the problems and challenges that your organization is facing, and start laying out solution approaches using project management techniques.
For future steps, you can create a roadmap based on organizational needs.
Overall, treat this like a project in itself Saving Changes...
Also remembered another discussion chain that can provide some insight... The questions are different, but I think there is insight to be gained from these to apply to your situation: http://www.projectmanagement.com/discussio...ernal-projects- Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
You have to find an strategical reason for that. If not you will fail not because of you because the organization itself. To understand the current situation and to understand the future situation you need to put in place when you have the PMO implemented you can use the following path. See the link. It worked for me and perhaps it works for you.
http://www.projectmanagement.com/blog/How-...Analysis/15655/ Saving Changes...
Anonymous
This is a dangerous situation and clearly explain how Project Management has not matured yet. Your exposure to PM is a CAPM course - which does not require experience yet your tasked to do a PMO. First, you and your supervisor need to learn how to manage projects; properly, before you can even understand what a PMO is and how to develop procedures.
As an advice, if you allow me, fight back :-)
What I mean, clarify what is required, request more experience in managing projects, bring in a good consultant, there are many things you should do (with your supervisor) before you accept building a PMO - otherwise, you will burn.
Sorry for the tough and direct message - I mean no disrespect but as you said you have no formal training and I do not know if you have experience in managing projects.
On the positive side, this can be an opportunity and it may means management trust you and your supervisors to do this - but keep in mind - it is like you are walking in a mine-field.
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1 reply by Markus Kopko
Apr 19, 2016 3:03 AM
Markus Kopko
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Julie,
i do also work in a PMO which was build up from scratch. While all what my fellows written here is absolutly true i could just strongly recommend to follow Mounirs advise.
Set it up as a project itself and get professional and experienced help from outside since i understgand that you and also your supervisor have no experience.
Yes, that will need an not so small investment by your company but if you could answer all the question my fellows written here it should be easy to convince your senior management.
Senior Projects Manager | Field & Marten AssociatesNew Westminster, British Columbia, Canada
Julie,
It won't be an easy task especially that being in PMO requires lots of experience in project management but you can do it hopefully.
To introduce formal PM to you organization, you can show them lessons learned and the value of using the formal PM. Give live examples for projects managed using the formal PM and other without. Just my 2 Cents.
Good Luck ! Saving Changes...
Thomas WalentaGlobal Project Economy ExpertHackenheim, Germany
Julie, if companies do not have the skills inhouse, they often get outside help.
Also, you need to understand why your company is willing to invest in PM now.
What is the problem for whom?
And, if establishing procedures really is the first thing to do and a solution to that problem. Saving Changes...
Christian CummingsOperations Manager| King Technologies, IncMount Pleasant, Sc, United States
Other have mentioned, so sorry for being repetitive, but the first thing you must do is identify the why. Why does company want to form a PMO? Is it because they recognize the importance of formalized Project Management in the execution of its work? Is it because your customers only want to do business with organizations that have a PMO? Knowing the why will help you build your road map. If you already know the why, would you be willing to share? This will help us help start down the proper path.
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1 reply by Julie Barrick
Apr 18, 2016 5:49 PM
Julie Barrick
...
I hope this information helps:
I work in a department titled, Department of Philanthropy, Engagement and Project Management. Below are excerpts from our department’s operational document.
From the Mission statement regarding PM:
• Providing leadership, direction, support, accountability, centralized coordination and execution of comprehensive cross-divisional projects and collaborative efforts across the Noble Foundation,
• Assisting in the optimum leverage of available resources, and
• Assisting in the alignment and prioritization of projects and programs.
Part of the Value statement:
The value of PEPM is that it provides the Leadership Team with a core set of practices to consistently evaluate, prioritize and execute projects and collaborative efforts that will have the greatest impact and align with the strategic objectives of the organization.
Primary responsibilities for PM:
Project Management
• Build a core set of practices that deliver consistent processes, oversight activities and tools used to plan, create, evaluate and timely communicate comprehensive, cross-divisional projects including, but not limited to:
o Facilitating a purpose driven approach utilizing a scoring criteria to ensure that projects align with the strategic plan and priorities approved by the Board of Trustees
o Designing methods to track project status, milestones, deliverables, issues, risks, etc. and create individual project reports as well as a consolidated overview of all projects.
o Collaborating, coaching and motivating project leaders, coordinators and team members on a proactive basis in an environment of transparency and mutual trust,
o Working with staff Economists to create processes for estimating project impact and benefit our consultation area.
o Determining how results will be measured and completing post-project evaluations to determine how well results were achieved
• Gain an understanding of Foundation-wide resource capacity and inform the Leadership Team of resource constraints that could possibly prevent the successful implementation and/or completion of projects,
• Actively monitor projects, with regular reporting to the Leadership Team to allow them to make decisions regarding consolidation or elimination of projects not providing strategic benefits,
• Facilitate selection, implementation and use of a project management software package,
• Provide administrative support for project delivery, and
• Obtain and act upon project lead, coordinator and team member feedback.
Below is what is described on our organizations intranet page:
The Project Management Office (PMO) was established to focus on developing, implementing, and supporting the use of proven project management methodologies, tools and techniques in order to meet or exceed the needs and expectations of a project and the stakeholders while ensuring projects are aligned with the organization's mission and strategic goals. The PMO also assists with transparency and visibility of project status to team members and executive management through reporting and appropriate communication methods. Other PMO duties include capturing project requests, facilitating the project selection and prioritization process and monitoring ongoing project and program performance.
Saving Changes...
Matt Ga MarkAdolescent Health Development Project Officer| Ministry of HealthSavusavu, Fiji
Julie BarrickProject Management Associate| The Samuel Roberts Noble FoundationMarietta, Ok, United States
Apr 18, 2016 1:27 PM
Replying to Christian Cummings
...
Other have mentioned, so sorry for being repetitive, but the first thing you must do is identify the why. Why does company want to form a PMO? Is it because they recognize the importance of formalized Project Management in the execution of its work? Is it because your customers only want to do business with organizations that have a PMO? Knowing the why will help you build your road map. If you already know the why, would you be willing to share? This will help us help start down the proper path.
I hope this information helps:
I work in a department titled, Department of Philanthropy, Engagement and Project Management. Below are excerpts from our department’s operational document.
From the Mission statement regarding PM:
• Providing leadership, direction, support, accountability, centralized coordination and execution of comprehensive cross-divisional projects and collaborative efforts across the Noble Foundation,
• Assisting in the optimum leverage of available resources, and
• Assisting in the alignment and prioritization of projects and programs.
Part of the Value statement:
The value of PEPM is that it provides the Leadership Team with a core set of practices to consistently evaluate, prioritize and execute projects and collaborative efforts that will have the greatest impact and align with the strategic objectives of the organization.
Primary responsibilities for PM:
Project Management
• Build a core set of practices that deliver consistent processes, oversight activities and tools used to plan, create, evaluate and timely communicate comprehensive, cross-divisional projects including, but not limited to:
o Facilitating a purpose driven approach utilizing a scoring criteria to ensure that projects align with the strategic plan and priorities approved by the Board of Trustees
o Designing methods to track project status, milestones, deliverables, issues, risks, etc. and create individual project reports as well as a consolidated overview of all projects.
o Collaborating, coaching and motivating project leaders, coordinators and team members on a proactive basis in an environment of transparency and mutual trust,
o Working with staff Economists to create processes for estimating project impact and benefit our consultation area.
o Determining how results will be measured and completing post-project evaluations to determine how well results were achieved
• Gain an understanding of Foundation-wide resource capacity and inform the Leadership Team of resource constraints that could possibly prevent the successful implementation and/or completion of projects,
• Actively monitor projects, with regular reporting to the Leadership Team to allow them to make decisions regarding consolidation or elimination of projects not providing strategic benefits,
• Facilitate selection, implementation and use of a project management software package,
• Provide administrative support for project delivery, and
• Obtain and act upon project lead, coordinator and team member feedback.
Below is what is described on our organizations intranet page:
The Project Management Office (PMO) was established to focus on developing, implementing, and supporting the use of proven project management methodologies, tools and techniques in order to meet or exceed the needs and expectations of a project and the stakeholders while ensuring projects are aligned with the organization's mission and strategic goals. The PMO also assists with transparency and visibility of project status to team members and executive management through reporting and appropriate communication methods. Other PMO duties include capturing project requests, facilitating the project selection and prioritization process and monitoring ongoing project and program performance. Saving Changes...
Markus KopkoAI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM
AI Coach| PMotion.aiHamburg, Hamburg, Germany
Julie,
i do also work in a PMO which was build up from scratch. While all what my fellows written here is absolutly true i could just strongly recommend to follow Mounirs advise.
Set it up as a project itself and get professional and experienced help from outside since i understgand that you and also your supervisor have no experience.
Yes, that will need an not so small investment by your company but if you could answer all the question my fellows written here it should be easy to convince your senior management.