The Concierge PMO: Steps and Benefits


Published on

In this new “age of the customer” the traditional PMO’s focus on process and execution is now shifting to accommodate a more broad view of their organization in order to provide better strategic advice to their stakeholders.

Listen in now to hear an insightful discussion with special guest, Margo Visitacion, Vice President and Principal Analyst, Forrester Research, Inc. who recently authored research that supports this concept of The Concierge PMO – aka the group with “all the answers.” Best-selling business author and Planview senior editor, Jerry Manas hosts this interactive event so you walk away learning why serving as the knowledge center is a great fit for PMOs.

Published in: Business, Technology
1 Like
  • Be the first to comment

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

The Concierge PMO: Steps and Benefits

  1. 1. The Concierge PMO Steps and Benefits of Managing an Inclusive Knowledge Center Margo Visitacion, Forrester Research, Inc. Jerry Manas, Planview Access the webcast at
  2. 2. © 2014 Planview, Inc. | 2 | Confidential Presenters  25 years of experience in IT project management, quality assurance and PMOs  At Forrester, Margo’s research covers the following areas: PMO, Project Portfolio Management, QA and Agile practices  Margo helps clients develop and improve best practices in PMOs, PPM and QA, and helps with tool selection Margo Visitacion, Vice President & Principal Analyst, Forrester Research Jerry Manas, Senior Editor, PRISMS Planview  Bestselling author of Napoleon on Project Management and Managing the Gray Areas  25 years of experience in management consulting, PMO development, and project management.  Develops and promotes best practices in the areas of leadership, planning, execution, and value delivery at Planview Access the webcast at
  3. 3. To enable your customers, meet their needs. Access the webcast at
  4. 4. © 2014 Forrester Research, Inc. Reproduction Prohibited 4 A great PMO is like a great concierge . . . › Enables business and technology managers › Provides solutions to problems › Removes barriers › Provides guidance and insight › Adapts to changing situations › Mitigates risks › Provides great customer service Access the webcast at
  5. 5. © 2014 Planview, Inc. | 5 | Confidential It’s time to think like a brand manager Customer Focused Objectives Access the webcast at
  6. 6. © 2014 Forrester Research, Inc. Reproduction Prohibited 6 It’s time to think like a brand manager Who are your customers? What are their needs? What are their capabilities? What kind of projects/initiatives do they deliver? What do they need to be successful? How do they measure success? How do you need to work with them? How do you keep them engaged? How do you measure their satisfaction? Access the webcast at
  7. 7. © 2014 Forrester Research, Inc. Reproduction Prohibited 7 Understand the needs of your customers Customers Process Are current processes getting in the way of outcomes? Access the webcast at
  8. 8. © 2014 Forrester Research, Inc. Reproduction Prohibited 8 Coaching to create a delivery-driven organization that uses planning to succeed The inclusive PMO Understand pains to prioritize quick wins. Over-allocated key resources Lack of visibility of dependencies at the portfolio level Inconsistent issue and change management Insufficient change management to prepare organization Inconsistent messaging Start wide and light; build depth as you need it. Simple WBS — forget schedules for the moment (really!) Communication stream Push resource forecasting and performance over tasks. Start capturing data now. Focus on health, capacity, and work in progress. Access the webcast at
  9. 9. © 2014 Forrester Research, Inc. Reproduction Prohibited 9 Designing PMO strategy to support customers’ needs drives good business • Measure interaction • Satisfaction • Innovation • Highly usable tool sets • Continually assessing process to cut waste • KPIs = achieving strategy • Portfolio analytics • Resource management • Demand management • Clearly defined PMO strategy • Portfolio facilitation Defining the vision Active partnership Engaging customers Enabling the business Access the webcast at
  10. 10. © 2014 Planview, Inc. | 10 | Confidential Broaden the view for a best-in-class PMO People, Objectives, Strategy, and Technology (POST) Access the webcast at
  11. 11. © 2014 Forrester Research, Inc. Reproduction Prohibited 11 PMO POST approach › A guide to best-in-class › Expect peaks and valleys. › Identify key pains and quick wins. People • Leadership • Sponsorship • Culture Objectives • Goals • Practices • Outcomes Strategy • Vision • Road map • Outcomes Technology • Tools • Data Relationships Alignment Purpose Decision Enablement Access the webcast at
  12. 12. © 2014 Planview, Inc. | 12 | Confidential Outcomes: Start with the Questions › This will drive the tools and training needed › Common pain areas are demand prioritization and capacity planning Access the webcast at
  13. 13. © 2014 Planview, Inc. | 13 | Confidential Don’t be a dealer in methodology; be an enabler of business agility. Integrated Strategic Execution Access the webcast at
  14. 14. © 2014 Planview, Inc. | 14 | Confidential Delivering Value: The PMO as an Integrator Through the Change Continuum * The Portfolio Ecosystem, from the book, Taming Change with Portfolio Management, by Pat Durbin and Terry Doerscher The PMO delivers value through Enabling Change. The vehicle for integration is Portfolio Management. Access the webcast at
  15. 15. © 2014 Planview, Inc. | 15 | Confidential Prioritize Investments Assess Capacity Roll Up to Strategies Assign Resources Manage Product Roadmaps Common Technology Areas of Need Access the webcast at
  16. 16. © 2014 Planview, Inc. | 16 | Confidential Be a Concierge PMO: Think like a brand manager, broaden the view, and enable business agility Closing Thoughts Access the webcast at
  17. 17. Thank You Access the webcast recording at: Questions or comments? Email us at Access the webcast at