Extensive presentation with information on how to create a project management office, including the various phases and responsibilities in a project

1. Project Management OfficeProject Management Office
MethodologyMethodology
Josh Folgado
Business Enterprise Architect
Company XCompany X
Standards used:Standards used:
Prince2/PM2Prince2/PM2 for Projectfor Project
TOGAFTOGAF for Process andfor Process and
DocumentationDocumentation
ZachmanZachman for Enterprisefor Enterprise

2. AgendaAgenda
 Purpose of Discussion
 Proposed Project Management Process
 Some Project Examples
 Zachman Framework
 What/how information is gathered during
Project Process using Framework
 The Project Template (TGL):
Transformation Governance Log
 Open discussion on project methodology

3. Purpose of DiscussionPurpose of Discussion
• Meet with all HoU’s, Direction and Director
• Learn about proposed Project Management Methodology,
get your feedback for refinement and how to use it
• Need your support for delivering uniform Project Management
Services - for both the Business and IT, i.e. business projects,
competitions, IT application development, etc.
• Active engagement to implement 1st
best-practice:
Business Process Reengineering (BPR)Business Process Reengineering (BPR)
• Launch the Project Office in early 201x
• Discover and help fine-tune single document (TGL) that keeps all
information regarding project

4. AgendaAgenda
 Purpose of Discussion
 Proposed Project Management Process
 Some Project Examples
 Zachman Framework
 What/how information is gathered during
Project Process using Framework
 The Project Template (TGL):
Transformation Governance Log
 Open discussion on project methodology

5. Project Management ProcessProject Management Process
Closure
phase
Execution
phase
Initiation
phase
Start-up
phase

6. Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
NO
Project Management ProcessProject Management Process
YES

7. Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Project Management ProcessProject Management Process

8. • Project Intake:
Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Project Management ProcessProject Management Process
– Assess impact and strategic needs of organisation
– Why are we doing this work; what is the benefit to the organisation
– What business services will be delivered to the project and draft subsequent
dependencies
– Discuss with all involved parties; inform and involve everyone concerned
for best understanding and focus of deliverables
 Architecture is responsible for project intake
 Programme manager agrees schedule based on resources,
criteria, priorities and impact to the organisation

9. • Project Impact:
Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Risk factor Rating
Solution complexity Low/Medium/High
Technical standards compliance Low/Medium/High
Project size and complexity Low/Medium/High
Business strategy Low/Medium/High
Business impact Low/Medium/High
Business compliance Low/Medium/High
Security threats Low/Medium/High
Information sensitivity Low/Medium/High
Data models Low/Medium/High
Impact on infrastructure teams Low/Medium/High
Project Management ProcessProject Management Process

10. Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Service
Intake
PSA
Approval
Health Check
Final Audit
Project Management ProcessProject Management Process
Medium
Impact
Mandatory
Recommended
Mandatory
Recommended
Mandatory
High
Impact
Mandatory
Mandatory
Mandatory
Mandatory
Mandatory
Low
Impact
Mandatory
Optional
Recommended
Optional
Recommended

11. • Project Start Architecture
Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Project Management ProcessProject Management Process
– Which borders will the project have to respect
– Identify steps and milestones for project, i.e. building blocks
– What business services are involved and subsequent dependencies
 Architecture is responsible for project start architecture
– Creation/updating of enterprise blueprints for solution
 Final agreement on project’s deliverables and schedule

12. • Project Start Architecture
– Which borders will the project have to respect
– Identify steps and milestones for project, i.e. building blocks
– What business services are involved and subsequent dependencies
– Creation/updating of enterprise blueprints for solution
– Final agreement on project’s deliverables and schedule
Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Project Management ProcessProject Management Process
• Architecture Conformity Approval
 Architecture is responsible for conformity approval
 Sign-off by project owner and architecture on how the project
is to be done by the applicable business services
 Inform project office on execution status

13. • Project Health Check
Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Project Management ProcessProject Management Process
– In depth examination of the project's deliverables and their alignment with
approval/recommendations and/or architecture standards, guidelines and
principles or additional change requests
 Programme manager may set multiple health checks for projects,
depending on risk and project complexity
– Manage feature creep with programme manager
i.e. change requests
 Health checks can be called at anytime by programme manager
 Architecture is responsible for health checks and reports
results to programme manager

14. Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Project Management ProcessProject Management Process
• Final Conformity Audit
– Check and confirm final project deliverables are in line with agreements
with business service that owns project
Project owner signs-off project
 Architecture is responsible for final audit, working along with programme manager and
business owner
 Project office finalises and closes TGL document
– Verify that enterprise models are updated, according to final solution

15. AgendaAgenda
 Purpose of Discussion
 Proposed Project Management Process
 Some Project Examples
 EPSO Zachman Framework
 What/how information is gathered during
Project Process using Framework
 The Project Template (TGL):
Transformation Governance Log
 Open discussion on project methodology

16. Project Services - Low Impact ExamplesProject Services - Low Impact Examples
• Study to replace Company X
logo
• Cleaning of content in
databases
• Rearrange the parking area

17. Project Services - Medium Impact ExamplesProject Services - Medium Impact Examples
• Multiple BPR Projects for
process improvement
• New regulations to be adopted
in financial systems
• Smaller competitions

18. Project Services - High Impact ExamplesProject Services - High Impact Examples
• Moving of IT to external entity
• Larger competitions
• Restructuring of Business
Services

19. AgendaAgenda
 Purpose of Discussion
 Proposed Project Management Process
 Some Project Examples
 Zachman Framework
 What/how information is gathered during
Project Process using Framework
 The Project Template (TGL):
Transformation Governance Log
 Open discussion on project methodology

20. Business
Domains
Business Data
Model
Logical Data
Model
Physical Data
Model
Data
Specification
Data
Organisation
Structure
Business Roles
User Centric
Design
User Interface
Presentation
Security
Specification
Organisation
Business
Locations
Environments
and Locations
Technology
Platforms
Physical
(network)
Design
Hardware and
Network
Specifications
Network
Business
Functions and
Services
Business
Processes
Model
Application
Landscape
Application
Design
Application
Service
Specification
Service
Business
Drivers
Roadmaps
Transformation
Governance
Control
Design
Timing
Specification
Change
Business
Strategy
Business Goals
and Objectives
Guiding
Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning
Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Company XCompany X
Enterprise ArchitectureEnterprise Architecture
What How Where Who When Why
Zachman FrameworkZachman Framework
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
A6 B6 C6 D6 E6 F6

21. Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Focus during start-up phase
Project Services and FrameworkProject Services and Framework
Business
Domains
Business
Data Model
Logical
Data Model
Physical
Data Model
Data
Specification
Data
Organisation
Structure
Business
Roles
User Centric
Design
User Interface
Presentation
Security
Specification
Organisatio
n
Business
Locations
Environment
s and
Locations
Technology
Platforms
Physical
(network)
Design
Hardware and
Network
Specifications
Network
Business
Functions
and Services
Business
Processes
Model
Application
Landscape
Application
Design
Application
Service
Specification
Service
Business
Drivers
Roadmaps
Transformation
Governance
Control
Design
Timing
Specification
Change
Business
Strategy
Business
Goals and
Objectives
Guiding
Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning
Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Company XCompany X
EAEA What How Where Who When Why

22. Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Focus during initiation phase
Project Services and FrameworkProject Services and Framework
Business
Domains
Business
Data Model
Logical Data
Model
Physical
Data Model
Data
Specification
Data
Organisation
Structure
Business
Roles
User Centric
Design
User Interface
Presentation
Security
Specification
Organisatio
n
Business
Locations
Environment
s and
Locations
Technology
Platforms
Physical
(network)
Design
Hardware and
Network
Specifications
Network
Business
Functions
and Services
Business
Processes
Model
Application
Landscape
Application
Design
Application
Service
Specification
Service
Business
Drivers
Roadmaps
Transformati
on
Governance
Control
Design
Timing
Specification
Change
Business
Strategy
Business
Goals and
Objectives
Guiding
Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning
Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Company XCompany X
EAEA What How Where Who When Why
Focus during start-up phase

23. Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Focus during initiation phase
Focus during execution phase
Focus during start-up phase
Project Services and FrameworkProject Services and Framework
Business
Domains
Business
Data Model
Logical Data
Model
Physical
Data Model
Data
Specification
Data
Organisation
Structure
Business
Roles
User Centric
Design
User
Interface
Presentation
Security
Specification
Organisatio
n
Business
Locations
Environment
s and
Locations
Technology
Platforms
Physical
(network)
Design
Hardware and
Network
Specifications
Network
Business
Functions
and Services
Business
Processes
Model
Application
Landscape
Application
Design
Application
Service
Specification
Service
Business
Drivers
Roadmaps
Transformati
on
Governance
Control
Design
Timing
Specification
Change
Business
Strategy
Business
Goals and
Objectives
Guiding
Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning
Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Company XCompany X
EAEA What How Where Who When Why

24. Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Focus during initiation phase
Focus during execution phase
Focus during start-up phase
Project Services and FrameworkProject Services and Framework
Business
Domains
Business
Data Model
Logical Data
Model
Physical
Data Model
Data
Specification
Data
Organisation
Structure
Business
Roles
User Centric
Design
User
Interface
Presentation
Security
Specification
Organisatio
n
Business
Locations
Environment
s and
Locations
Technology
Platforms
Physical
(network)
Design
Hardware and
Network
Specifications
Network
Business
Functions
and Services
Business
Processes
Model
Application
Landscape
Application
Design
Application
Service
Specification
Service
Business
Drivers
Roadmaps
Transformati
on
Governance
Control
Design
Timing
Specification
Change
Business
Strategy
Business
Goals and
Objectives
Guiding
Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning
Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Company XCompany X
EAEA What How Where Who When Why

25. Closure
phase
Execution
phase
Initiation
phase
Start-up
phase
Quality street
Architecture Services
• Project Intake
• Architecture Guidance
• Project Start Architecture
• Architecture Guidance
• Architecture Conformity
Approval
• Project Health Check
• Architecture Guidance
• Final Conformity Audit
Focus during initiation phase
Focus during execution phase
Focus during start-up phase
Project Services and FrameworkProject Services and Framework
Business
Domains
Business
Data Model
Logical Data
Model
Physical
Data Model
Data
Specification
Data
Organisation
Structure
Business
Roles
User Centric
Design
User
Interface
Presentation
Security
Specification
Organisation
Business
Locations
Environment
s and
Locations
Technology
Platforms
Physical
(network)
Design
Hardware and
Network
Specifications
Network
Business
Functions
and Services
Business
Processes
Model
Application
Landscape
Application
Design
Application
Service
Specification
Service
Business
Drivers
Roadmaps
Transformati
on
Governance
Control
Design
Timing
Specification
Change
Business
Strategy
Business
Goals and
Objectives
Guiding
Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning
Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Company XCompany X
EAEA What How Where Who When Why
Focus during closure phase

26. AgendaAgenda
 Purpose of Discussion
 Proposed Project Management Process
 Some Project Examples
 Zachman Framework
 What/how information is gathered during
Project Process using Framework
 The Project Template (TGL):
Transformation Governance Log
 Open discussion on project methodology

27. Business
Domains
Business Data
Model
Logical Data
Model
Physical Data
Model
Data
Specification
Data
Organisation
Structure
Business Roles
User Centric
Design
User Interface
Presentation
Security
Specification
Organisation
Business
Locations
Environments
and Locations
Technology
Platforms
Physical
(network)
Design
Hardware and
Network
Specifications
Network
Business
Functions and
Services
Business
Processes
Model
Application
Landscape
Application
Design
Application
Service
Specification
Service
Business
Drivers
Roadmaps
Transformation
Governance
Control
Design
Timing
Specification
Change
Business
Strategy
Business Goals
and Objectives
Guiding
Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning
Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Company XCompany X
Enterprise ArchitectureEnterprise Architecture
What How Where Who When Why
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
A6 B6 C6 D6 E6 F6
FrameworkFramework

28. Business
Domains
Business Data
Model
Logical Data
Model
Physical Data
Model
Data
Specification
Data
Organisation
Structure
Business Roles
User Centric
Design
User Interface
Presentation
Security
Specification
Organisation
Business
Locations
Environments
and Locations
Technology
Platforms
Physical
(network)
Design
Hardware and
Network
Specifications
Network
Business
Functions and
Services
Business
Processes
Model
Application
Landscape
Application
Design
Application
Service
Specification
Service
Business
Drivers
Roadmaps
Transformation
Governance
Control
Design
Timing
Specification
Change
Business
Strategy
Business Goals
and Objectives
Guiding
Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning
Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Company XCompany X
Enterprise ArchitectureEnterprise Architecture
What How Where Who When Why
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
A6 B6 C6 D6 E6 F6
FrameworkFramework

29. Business
Domains
Business Data
Model
Logical Data
Model
Physical Data
Model
Data
Specification
Data
Organisation
Structure
Business Roles
User Centric
Design
User Interface
Presentation
Security
Specification
Organisation
Business
Locations
Environments
and Locations
Technology
Platforms
Physical
(network)
Design
Hardware and
Network
Specifications
Network
Business
Functions and
Services
Business
Processes
Model
Application
Landscape
Application
Design
Application
Service
Specification
Service
Business
Drivers
Roadmaps
Transformation
Governance
Control
Design
Timing
Specification
Change
Business
Strategy
Business Goals
and Objectives
Guiding
Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning
Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Company XCompany X
Enterprise ArchitectureEnterprise Architecture
What How Where Who When Why
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
A6 B6 C6 D6 E6 F6
FrameworkFramework

30. Business
Domains
Business Data
Model
Logical Data
Model
Physical Data
Model
Data
Specification
Data
Organisation
Structure
Business Roles
User Centric
Design
User Interface
Presentation
Security
Specification
Organisation
Business
Locations
Environments
and Locations
Technology
Platforms
Physical
(network)
Design
Hardware and
Network
Specifications
Network
Business
Functions and
Services
Business
Processes
Model
Application
Landscape
Application
Design
Application
Service
Specification
Service
Business
Drivers
Roadmaps
Transformation
Governance
Control
Design
Timing
Specification
Change
Business
Strategy
Business Goals
and Objectives
Guiding
Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning
Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Company XCompany X
Enterprise ArchitectureEnterprise Architecture
What How Where Who When Why
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
A6 B6 C6 D6 E6 F6
FrameworkFramework

31. Business
Domains
Business Data
Model
Logical Data
Model
Physical Data
Model
Data
Specification
Data
Organisation
Structure
Business Roles
User Centric
Design
User Interface
Presentation
Security
Specification
Organisation
Business
Locations
Environments
and Locations
Technology
Platforms
Physical
(network)
Design
Hardware and
Network
Specifications
Network
Business
Functions and
Services
Business
Processes
Model
Application
Landscape
Application
Design
Application
Service
Specification
Service
Business
Drivers
Roadmaps
Transformation
Governance
Control
Design
Timing
Specification
Change
Business
Strategy
Business Goals
and Objectives
Guiding
Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning
Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Company XCompany X
Enterprise ArchitectureEnterprise Architecture
What How Where Who When Why
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
FrameworkFramework
A6 B6 C6 D6 E6 F6

32. Business
Domains
Business Data
Model
Logical Data
Model
Physical Data
Model
Data
Specification
Data
Organisation
Structure
Business Roles
User Centric
Design
User Interface
Presentation
Security
Specification
Organisation
Business
Locations
Environments
and Locations
Technology
Platforms
Physical
(network)
Design
Hardware and
Network
Specifications
Network
Business
Functions and
Services
Business
Processes
Model
Application
Landscape
Application
Design
Application
Service
Specification
Service
Business
Drivers
Roadmaps
Transformation
Governance
Control
Design
Timing
Specification
Change
Business
Strategy
Business Goals
and Objectives
Guiding
Principles
Policies
Standards
Strategy
Planner
Enterprise Architect
Solution Architect
Designer
Engineer
Functioning
Enterprise
Scope
Business Model
System Model
Technology Model
Detailed specifications
Company XCompany X
Enterprise ArchitectureEnterprise Architecture
What How Where Who When Why
A1
A2
A3
A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
D4
D5
E1
E2
E3
E4
E5
F1
F2
F3
F4
F5
FrameworkFramework
A6 B6 C6 D6 E6 F6

33. AgendaAgenda
 Purpose of Discussion
 Proposed Project Management Process
 Some Project Examples
 Zachman Framework
 What/how information is gathered during
Project Process using Framework
 The Project Template (TGL):
Transformation Governance Log
 Open discussion on project methodology

34. Transformation Governance Log (TGL)Transformation Governance Log (TGL)
Project Start-up
 What services/solutions will be
delivered to the project
 Sign off regarding the
approach by the applicable
business services
 In depth examination of the
project's deliverables and their
alignment with approval and/or
architecture standards,
guidelines and principles
Project Initiation
 Which borders will the
project have to respect
- Project Intake
- Project Start Architecture
Project Execution
- Final Conformity Audit
Before Project Closure
 Final project deliverables in
line with agreements
- Project Health Check
- Architecture Conformity
Approval

35. AgendaAgenda
 Purpose of Discussion
 Proposed Project Management Process
 Some Project Examples
 Zachman Framework
 What/how information is gathered during
Project Process using Framework
 The Project Template (TGL):
Transformation Governance Log
 Open discussion on project methodology