FuturePMO 2017 - Dr Andrew Schuster, PricewaterhouseCoopers LLP

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WellingtoneWellingtone
Future PMO Summit
Transformation Touchpoints and Truths
Lessons from the PMO Cockpit
Dr Andrew Schuster
Director Strategy and Transformation
Twitter: @andrewschuster
LinkedIn: @schusterandrew
Sep 2017
Let	us	start	with	some	definitions
• PMO	supports	one	or	many	portfolios,	programmes	or	
projects
• A	portfolio	includes	programmes,	projects	and	related	
business	as	usual	activities
2© Dr Andrew Schuster, PwC UK
A	view	from	the	
PMO	cockpit
Transformation	
Strategy
3
© Dr Andrew Schuster, PwC UK
PMO	as	a	facilitator	of	change
Need	to	
change
Ability	to
change
Willingness	to
change
4
leadership, stakeholder and their
transformation journey
organisational
capability
transformation strategy
and objectives
© Dr Andrew Schuster, PwC UK
Transformation	value	position
Transformation
Complexity
Transformation
Scope
Change
Supporter
Change
Partner
Change
Driver
5
© Dr Andrew Schuster, PwC UK
The way in which the PMO engages with organisation matters.
9
Re-active behaviour Degree of behaviour Pro-active behaviour
Activity expected to be completed
at a minimum centrally
Not at all Partly Largely Fully
Description of the issues
Manage a to do list
Drives goals, standards to pursue
optimised outcomes
Report delays on individual
initiatives
Possesses a holistic view of the
programmes breaking down silos and
perspectives
Report on milestones achieved
and not achieved
Questions and challenges progress of
initiatives
Relay information
Interpreting information to provide an
independent view of the portfolio
Report on risks and issues
Aggregates identification and
management of risk and issues
responses and action plans
Receives information and
problems
Seeks and sources information to aid
solutions
Goals
Perspective
Challenge
Aggregation of info
Interprets
Seeks information
PMO	value:	reactive	or	proactive	behaviour
A	view	from	the	
PMO	cockpit
Design
7
© Dr Andrew Schuster, PwC UK
Types	of	PMOs
Centre of Excellence
Is all about..
P3 capability
Knowledge management
Skills and resourcing
Strategy Delivery
Is all about..
Investment
prioritisation
Portfolio optimisation
Benefits (VfM)
Delivery Support
Is all about..
Oversight and control
Administration
Project Specific
Inter-dependent
delivery
Is all about..
Target operating model
Co-delivery
Risk Assurance
7
© Dr Andrew Schuster, PwC UK
The	profile	of	your	PMOs	design
Centre of
Excellence
Strategy
Delivery
Delivery
Support
Inter-
dependent
Delivery
Centre of
Excellence
Strategy
Delivery
Delivery
Support
Inter-dependent
Delivery
8
A	view	from	the	
PMO	cockpit
Services
10
© Dr Andrew Schuster, PwC UK
PMO	services	– Case	Study	1
Delivery
Monitor, Review and Reporting
Risk, Issue and Change Management
Finance
Commercial Management
Quality Assurance
Information Management
Asset and Configuration Management
Transition Management
Secretariat (admin)
Planning
Portfolio Build, Prioritization, Analysis and Reporting
Programme and Project Start Up and Closure
Planning and Estimating
Stakeholder Engagement and Communications
Capacity Planning and Resource Management
Benefits Realization and Management
Performance Monitoring
Centre of Excellence
Standards and Methods (Process and Tools)
Internal Consultancy
Organizational Learning
Knowledge Management
Planning People and Skills (Competencies)
Source: Axelos (2008) – derived from Hobbs and Aubry (2007)
12
© Dr Andrew Schuster, PwC UK
PMO	Services	– Case	Study	2
Programme and
Project Delivery
Commissioning
Setting
Mandate
Business
Justification
Planning
Risks/Issues
Dependencies
Project
Initiation
Resource/
Finance
Stakeholder/
Comms
Closing
Benefits
Realisation
Proj/Prog
Closure
Lessons
Learned
Business As
Usual Planning
Business Planning
Programme
Management
Benefit
Reaslisation
People
Management
Risk And
Control
Financial
Management
Capability
Development
Management Framework
And Guidance
Transformation
Strategy
Values and
Behaviours
Leadership
Narratives
Skills & Knowledge
Management
Technical &
Knowledge Systems
Directorate and Programme Performance
Performance
Data Analysis
Exception
Reporting
Risk / Benefit
Mapping
Monthly
Reporting
Action
Planning
Staff Engagement
Learning
Events
Specialist
Skill Development
Temporary Staff
Management
Team / Line
Leadership
Objectives &
Performance
Business
Management
Strategy / Policy
Management
Data / Information
Management
Procurement and
Contract Management
Organisational
Performance Management
Facilities and
Estates
Talent
Management
Stakeholder
Engagement
Multi-channel
Engagement Strategy
Programme Brand
External
Engagement Platforms
Patient-centred
Engagement
Media
Engagement
Public
Events
Corporate Governance and Risk Assurance
SRO
Risk and Audit
Committee
Portfolio
Management
Internal Audit
CxO
Accountabilities
Co-Delivery
Management
People Capacity &
Capability
Co-delivery
Strategy / Plan
Performance
Management
IT & Security
Assurance
Commercial
Assurance
Inter-organisational
Team Management
11
A	view	from	the	
PMO	cockpit
Making	it	real
14
© Dr Andrew Schuster, PwC UK
The	size	of	a	PMO	depends	on	context
May	range	between	3%	and	5%	of	the	portfolio	value
Varies	according	to	need and	ability	to	change:
• Project-based	organising capability
• Value	proposition
• Portfolio	headcount
• Services	offered and	maturity
• Existence	of	other	PMOs
• Number	of	organizational	boundaries
Reconstituted,	on	average,	every	18	to	24	months	as	the	context	
and	services	required	change
Example
Portfolio WTE
Illustrative
PMO WTE
30 3
60 6
120 7
200 9
500 17
1000 25
13
© Dr Andrew Schuster, PwC UK
The	PMO	design	and	implementation	journey
15
Step 1:
define
where
you are
Step 2:
analyse
transformation
and
organisation
Step 3:
design PMO(s)
Step 4:
implement
PMO services
Step 5:
reassess
Align to transformation strategy and support with a coherent narrative
Assure against good practice
Develop (recruit) high quality specialists
Co-design and co-development
Develop explicit values and norms
Success
factors
© Dr Andrew Schuster, PwC UK
Take	aways	…
• Understand	how	the	PMO	supports	organisational	governance
• Portfolio,	programme	or	project	boards
• Internal	audit
• External	audit	/	reviews	
• Data	(knowledge	/	intelligence)	is	at	the	core	of	the	PMO
• Keep	an	eye	on	the	skills	and	knowledge	you	need	in	the	PMO	
and	changes	over	time
16
© Dr Andrew Schuster, PwC UK
Resources
• Axelos:	What	is	P3O?	(https://www.axelos.com/best-practice-
solutions/p3o/what-is-p3o)
• PMI:	PMO	Thought	Leadership	(www.pmi.org/Learning/pmo-
thought-leadership.aspx)
• APM:	Body	of	Knowledge	(https://www.apm.org.uk/BOK6)
• PwC:	Digital	PMO
17
For	further	discussion	…
This publication has been prepared for general guidance on matters of interest only, and does not constitute professional advice. You should not act upon
the information contained in this publication without obtaining specific professional advice. No representation or warranty (express or implied) is given as to
the accuracy or completeness of the information contained in this publication, and, to the extent permitted by law, PricewaterhouseCoopers LLP, its
members, employees and agents do not accept or assume any liability, responsibility or duty of care for any consequences of you or anyone else acting, or
refraining to act, in reliance on the information contained in this publication or for any decision based on it.
© 2017 PricewaterhouseCoopers LLP All rights reserved. In this document, “PwC” refers to PricewaterhouseCoopers LLP which is a member firm of
PricewaterhouseCoopers International Limited, each member firm of which is a separate legal entity.
Dr Andrew Schuster
PwC | Director – Strategy and Transformation
Mobile: 075 2592 6444
Email: andrew.schuster@pwc.com
Twitter: @andrewschuster
LinkedIn: @schusterandrew
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FuturePMO 2017 - Dr Andrew Schuster, PricewaterhouseCoopers LLP

  • 1. Future PMO Summit Transformation Touchpoints and Truths Lessons from the PMO Cockpit Dr Andrew Schuster Director Strategy and Transformation Twitter: @andrewschuster LinkedIn: @schusterandrew Sep 2017
  • 4. © Dr Andrew Schuster, PwC UK PMO as a facilitator of change Need to change Ability to change Willingness to change 4 leadership, stakeholder and their transformation journey organisational capability transformation strategy and objectives
  • 5. © Dr Andrew Schuster, PwC UK Transformation value position Transformation Complexity Transformation Scope Change Supporter Change Partner Change Driver 5
  • 6. © Dr Andrew Schuster, PwC UK The way in which the PMO engages with organisation matters. 9 Re-active behaviour Degree of behaviour Pro-active behaviour Activity expected to be completed at a minimum centrally Not at all Partly Largely Fully Description of the issues Manage a to do list Drives goals, standards to pursue optimised outcomes Report delays on individual initiatives Possesses a holistic view of the programmes breaking down silos and perspectives Report on milestones achieved and not achieved Questions and challenges progress of initiatives Relay information Interpreting information to provide an independent view of the portfolio Report on risks and issues Aggregates identification and management of risk and issues responses and action plans Receives information and problems Seeks and sources information to aid solutions Goals Perspective Challenge Aggregation of info Interprets Seeks information PMO value: reactive or proactive behaviour
  • 8. © Dr Andrew Schuster, PwC UK Types of PMOs Centre of Excellence Is all about.. P3 capability Knowledge management Skills and resourcing Strategy Delivery Is all about.. Investment prioritisation Portfolio optimisation Benefits (VfM) Delivery Support Is all about.. Oversight and control Administration Project Specific Inter-dependent delivery Is all about.. Target operating model Co-delivery Risk Assurance 7
  • 9. © Dr Andrew Schuster, PwC UK The profile of your PMOs design Centre of Excellence Strategy Delivery Delivery Support Inter- dependent Delivery Centre of Excellence Strategy Delivery Delivery Support Inter-dependent Delivery 8
  • 11. © Dr Andrew Schuster, PwC UK PMO services – Case Study 1 Delivery Monitor, Review and Reporting Risk, Issue and Change Management Finance Commercial Management Quality Assurance Information Management Asset and Configuration Management Transition Management Secretariat (admin) Planning Portfolio Build, Prioritization, Analysis and Reporting Programme and Project Start Up and Closure Planning and Estimating Stakeholder Engagement and Communications Capacity Planning and Resource Management Benefits Realization and Management Performance Monitoring Centre of Excellence Standards and Methods (Process and Tools) Internal Consultancy Organizational Learning Knowledge Management Planning People and Skills (Competencies) Source: Axelos (2008) – derived from Hobbs and Aubry (2007) 12
  • 12. © Dr Andrew Schuster, PwC UK PMO Services – Case Study 2 Programme and Project Delivery Commissioning Setting Mandate Business Justification Planning Risks/Issues Dependencies Project Initiation Resource/ Finance Stakeholder/ Comms Closing Benefits Realisation Proj/Prog Closure Lessons Learned Business As Usual Planning Business Planning Programme Management Benefit Reaslisation People Management Risk And Control Financial Management Capability Development Management Framework And Guidance Transformation Strategy Values and Behaviours Leadership Narratives Skills & Knowledge Management Technical & Knowledge Systems Directorate and Programme Performance Performance Data Analysis Exception Reporting Risk / Benefit Mapping Monthly Reporting Action Planning Staff Engagement Learning Events Specialist Skill Development Temporary Staff Management Team / Line Leadership Objectives & Performance Business Management Strategy / Policy Management Data / Information Management Procurement and Contract Management Organisational Performance Management Facilities and Estates Talent Management Stakeholder Engagement Multi-channel Engagement Strategy Programme Brand External Engagement Platforms Patient-centred Engagement Media Engagement Public Events Corporate Governance and Risk Assurance SRO Risk and Audit Committee Portfolio Management Internal Audit CxO Accountabilities Co-Delivery Management People Capacity & Capability Co-delivery Strategy / Plan Performance Management IT & Security Assurance Commercial Assurance Inter-organisational Team Management 11
  • 14. © Dr Andrew Schuster, PwC UK The size of a PMO depends on context May range between 3% and 5% of the portfolio value Varies according to need and ability to change: • Project-based organising capability • Value proposition • Portfolio headcount • Services offered and maturity • Existence of other PMOs • Number of organizational boundaries Reconstituted, on average, every 18 to 24 months as the context and services required change Example Portfolio WTE Illustrative PMO WTE 30 3 60 6 120 7 200 9 500 17 1000 25 13
  • 15. © Dr Andrew Schuster, PwC UK The PMO design and implementation journey 15 Step 1: define where you are Step 2: analyse transformation and organisation Step 3: design PMO(s) Step 4: implement PMO services Step 5: reassess Align to transformation strategy and support with a coherent narrative Assure against good practice Develop (recruit) high quality specialists Co-design and co-development Develop explicit values and norms Success factors
  • 16. © Dr Andrew Schuster, PwC UK Take aways … • Understand how the PMO supports organisational governance • Portfolio, programme or project boards • Internal audit • External audit / reviews • Data (knowledge / intelligence) is at the core of the PMO • Keep an eye on the skills and knowledge you need in the PMO and changes over time 16
  • 17. © Dr Andrew Schuster, PwC UK Resources • Axelos: What is P3O? (https://www.axelos.com/best-practice- solutions/p3o/what-is-p3o) • PMI: PMO Thought Leadership (www.pmi.org/Learning/pmo- thought-leadership.aspx) • APM: Body of Knowledge (https://www.apm.org.uk/BOK6) • PwC: Digital PMO 17
  • 18. For further discussion … This publication has been prepared for general guidance on matters of interest only, and does not constitute professional advice. You should not act upon the information contained in this publication without obtaining specific professional advice. No representation or warranty (express or implied) is given as to the accuracy or completeness of the information contained in this publication, and, to the extent permitted by law, PricewaterhouseCoopers LLP, its members, employees and agents do not accept or assume any liability, responsibility or duty of care for any consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it. © 2017 PricewaterhouseCoopers LLP All rights reserved. In this document, “PwC” refers to PricewaterhouseCoopers LLP which is a member firm of PricewaterhouseCoopers International Limited, each member firm of which is a separate legal entity. Dr Andrew Schuster PwC | Director – Strategy and Transformation Mobile: 075 2592 6444 Email: andrew.schuster@pwc.com Twitter: @andrewschuster LinkedIn: @schusterandrew