P3M3 Assessment Choices: Registered Consultant or Self-Assessment?


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Presentation slides from APMG-International webinar on Portfolio, Programme & Project Management Maturity Model (P3M3) assessment choices (APMG Registered Consultant-led or self-assessment).

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P3M3 Assessment Choices: Registered Consultant or Self-Assessment?

  1. 1. www.apmg-international.com International International APMG-International Webinar Portfolio, Programme & Project Management Maturity Model (P3M3®) Assessment Choices: APMG Registered Consultant led assessment or self-assessment But which is right for your organization and when? Wednesday 18 September 2013 / 12:00 AEST (Canberra, Australia) Presented by: Lawrie Kirk, UXC Consulting Warren Jolly, QinetiQ Consulting www.APMG-International.com
  2. 2. International Agenda • Welcome & introduction – Mark Croxford, Business Development Manager – Australasia APMG-International • Portfolio, Programme & Project Management Maturity Model (P3M3® ) Assessment Choices: APMG Registered Consultant led assessment or self-assessment. But which is right for your organization and when? – Lawrie Kirk, UXC Consulting – Warren Jolly, QinetiQ Consulting • Q&A • More Information • Close
  3. 3. International About APMG-International • Accredit training and consulting organizations & manage certification schemes for professionals • International presence in 13 countries • Extensive suite of professional development products leading to more than 80 world-class qualifications • Publications, courseware and methodologies are translated in up to 23 languages • 350+ Accredit training (ATO) and consulting (ACO) organizations with 1800+ approved trainers and consultants • Certify examination candidates; 18,000+ exams per month • Full details at www.APMG-International.com
  4. 4. International Your Presenters • Lawrie Kirk – Registered PPM and PRINCE2® Consultant (and trainer) – Accredited P3M3 assessor, alpha reviewer in current P3M3 refresh – National Practice Lead for Project and Program Services, UXC Consulting • Warren Jolly – Practitioner: PRINCE2® and Foundation: MSP® – Certified Practicing Project Director (AIPM) – Executive Master of Business – Complex Project Management (QUT) – Land Portfolio Lead – QinetiQ Consulting Services, QinetiQ Australia
  5. 5. International Approaches used in a Reg Con led assessment 1. Proposal request from client • APMG certification ? • APMG guidance on numbers of projects and programmes, provided as groupings • Mandatory roles and minimum numbers • Allows ACO to select Reg Cons with suitable skills Advantages to client:  Quality assurance  Repeatable process  Assists in review of the quotations  Often ensures Senior Management involvement Image © 2013 Microsoft Corporation.
  6. 6. International Approaches used in a Reg Con led assessment 2. Assess the organisation • Context for the assessment • Existing process and documentation review • Creation of an assessment sponsoring group • Staff briefings Advantages to client:  Questions in interviews are appropriate  Briefings improve awareness of what is organisation maturity  Assessment sponsoring group provides basis for overseeing implementation of recommendations Images © 2013 Microsoft Corporation.
  7. 7. International Approaches used in a Reg Con led assessment 3. Interviews • One on one • Confidential • Not attributed • One or two consultants • Guided by the published models Advantages to client:  Attributes guide discussion  Anonymity  Publically assessable references GENERIC ATTRIBUTES Roles and responsibilities, experience, capability development, planning and estimating, information and documentation, scrutiny and review Source: Adapted from OGC 2010, Portfolio, Programme and Project Management Maturity Model (P3M3®) Introduction and Guide to P3M3®, p7Image http://www.bob-baker.com/self-publish-book/confidential.jpg
  8. 8. International Approaches used in a Reg Con led assessment 4. Assessment validation • Compare results with evidence (guided by the APMG Assessment Tool) • Do the scores relate to the actual performance? • Creation of a holistic view Advantages to client:  Independence of the assessment  Assessment draws on other experience of the assessor(s)  Can highlight trends that were not apparentImages © 2013 Microsoft Corporation.
  9. 9. International Approaches used in a Reg Con led assessment 5. Reporting the observations • Are the observations accurate ? • Are the recommendations practical ? • Can the levels be substantiated? • Has anonymity been maintained? Advantages to client:  Assessment report should be a reference for the Capability Improvement Plan  Observations lead into practical recommendations  Able to baseline trends Image © 2013 Microsoft Corporation.
  10. 10. International Approaches used in a Reg Con led assessment 6. The final presentation • Presentation to the sponsoring group • Presentation to the Executive • Presentation to interviewees • Relate recommendations and maturity to the Capability Improvement Plan (developed or revised by the Reg Con) Advantages to client:  Reinforces independence of advice  Advice able to be supported by evidence  Links Portfolio, programme and project recommendations Image © 2013 Microsoft Corporation.
  11. 11. International Follow on advice.... “ But how am I able to know whether a large project is over or under investing in one or more of the perspectives outlined in the P3M3 assessment?” THE APMG Maturity Index Only available to ACOs and Reg Cons.. • How does my maturity compare with similar organizations in my industry and geography? • What is the right level of maturity for my organization to handle the challenges it faces without unnecessary investment? • What are the priority areas for improvements where investment should provide the greatest return and value for money without increasing bureaucracy and costs? • How can we identify projects outside the norm that require different levels of controls?
  12. 12. International Summary • Reg Cons provide quality assured expertise • Independence of advice • Confidentiality • Gathering of qualitative data • Process is quality assured and repeatable
  13. 13. International Scope • Answer by example • Proposal - why • Assessment Context • Interviews • Validation • Observations & Report • Final Presentation
  14. 14. International Proposal • Conduct an assessment of the current level of programme management maturity • Report on the findings • Provide an outline capability implementation plan to increase the level of maturity of the programme • Provide evidence to support a business case for the development of a PMO that dodges the ‘Rolls Royce solution’ label.
  15. 15. International Context-‘Cracking the Complexity Code’ The McKinsey Quarterly 2007 Number 2 • Institutional Complexity – Consequence of number of nodes & interactions – Stems from strategic choices and external context – Grows as an organisation adds units or increases the number or diversity of interactions • Individual Complexity – The way employees and managers experience and deal with complexity – ‘How hard it is to get things done around here’
  16. 16. International Context-‘Cracking the Complexity Code’ The McKinsey Quarterly 2007 Number 2 • If focus of managing complexity is to be targeting institutional complexity it can destroy value • Better to focus on identifying and reducing the degree of individual complexity by making detailed organisational and operating model choices including: – Clarifying roles – Refining key processes – Developing appropriate skills and capabilities among those beset by complexity • This creates the ‘room’ to deal with and indeed increase institutional complexity
  17. 17. International Assessment Context - Mentoring: L. Kirk
  18. 18. International Interviews • Introductory Information Sheet • Semi-structured interviews – ‘What is your story?’ • Structured Interviews – OGC P3M3 Self Assessment Instrument • Snowball Sampling • No workshops, no group work – Too busy, asked to refrain from
  19. 19. International Validation • Multi-methodology • Desktop Research – Project Board Minutes – Consultant Report – Formation of a PMO (2008) – Risk Registers • Observation - Ethnography – Program Office (Field Diary) – Project Board Meeting (Field Diary)
  20. 20. International Observations & Report ‘Cracking the Complexity Code’ • Organisational Design – The lack of clarity of responsibilities and accountabilities in the current organisational design contributes to a lack of discipline within essential programme management processes. • Misaligned Processes – The current programme processes and systems are insufficiently integrated to enable effective management of the inherent number of nodes and interactions.  Weak Capabilities – Current incremental approach to the implementation of a PMO will constrain its capacity to provide integrated processes, systems and support services necessary for it to lead programme management maturity improvements.
  21. 21. International Final Report – ‘aha’ moments • Individual vs Institutional Complexity • Evidence to support the current rating • Appoint a PM to ‘drive’ PMO formation • Internal stakeholder engagement: • Establish a ‘battle rhythm’ • Benefits realisation for program • Systemic approach to risk assessment • Feedback – “This is much more useful than the ‘band-aids’ I was expecting!”
  22. 22. International Final Report - Prioritised Actions
  23. 23. International Final Report – ‘Road Ahead’
  24. 24. International CONCLUSION • Self assessment was usefully employed to brief a Senior Executive on the status of their organisation • Also provided useful measure upon which to base a business case for Org Dev • Mentoring from a Reg Con played a key role in deriving maximum value from the self assessment • Self assessment also considered a useful ‘progress measure’ in collaboration with a Reg Con
  25. 25. InternationalInternational QUESTIONS & ANSWERS
  26. 26. International Upcoming Australasia Events • Wednesday 2 October @ midday AEST (Canberra – Australia) Webinar | Managing Benefits – Optimizing Return on Investments Presented by Stephen Jenner & Philip Reid http://www.apmg-international.com/en/news-events/webinars/255951.aspx • Friday 15 November Showcase Event | APMG-International Australasia Showcase @ Melbourne Convention & Exhibition Centre http://www.aus.apmg-showcase.com/
  27. 27. International uxcconsulting.com.au australia.qinetiq.com apmg-international.com blog.apmg-international.com au.linkedin.com/in/lawriekirk au.linkedin.com/pub/warren-jolly- mbe/23/481/65 au.linkedin.com/in/markcroxford apmg-international @MCroxfordAPMG @APMG-Inter lawrie.kirk@uxcconsulting.com.au wsjolly@qinetiq.com.au mark.croxford@apmg-international.com http://www.apmg-international.com/en/consulting/what-mat