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CCI Project Prioritization Project

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A summary of Cliff Consulting\'s way of helping clients reduce costs in their project portfolio, while increasing their chances of success in the most critical projects

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CCI Project Prioritization Project

  1. 1. Project Prioritization Process Prioritize your organization’s projects to effectively focus resources where they’ll count 1
  2. 2. Big Picture Thinking: Focus and Cost Savings Combined  CCI offers an opportunity to focus your organization’s resources on only those initiatives that matter most, reducing your organization’s costs in the process  From this short, cost-limited engagement you will gain: • Consensus among stakeholders on your current environment, including key business goals and your current project portfolio • Insight into how current and planned projects contribute to critical business success • Endorsement of a rationalized project queue that enables you to focus on the most important initiatives and avoid unnecessary costs • Commitment among key leaders and stakeholders across organizational boundaries on the path forward 2
  3. 3. What You Get The Experience The Deliverables   Facilitation – neutral, experienced A diagnosis summary – An overview of the consultants guide your stakeholders ‘As Is’ landscape of project initiatives and toward shared insight into your current business drivers current environment  A Portfolio Prioritization Matrix - An  Partnership – unbiased participation inventory of your projects, set against your fosters open discussion among key organization’s short- and long-term strategic, resources and stakeholders. financial, and tactical goals, including gaps and overlaps  Expertise – focused analysis of your  A Portfolio Phasing Map – A prioritized project portfolio employs tools synthesized from over 35 years of mapping of your organization’s initiatives project experience derived from working sessions with key constituents  Value – well-vetted action plan  A Recommended Path Forward – Vetted enabling your leadership to successfully focus on a short list of recommendations on portfolio phasing, gaps, critical initiatives and defer projects cost avoidance opportunities, and next steps, that can wait. including reusable tools for future analysis and planning You Will Experience Immediate Impact with CCI on Your Team 3
  4. 4. What We Do Week 0 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Timing Discovery Analysis Delivery 1. Discovery: 4. Planning: 2. Synthesis: 3. Prioritization: Understand current Drive toward Analyze project Determine Key environment, goals and commitment to portfolio against priorities & phasing Steps project portfolio recommended key criteria in partnership with action plan key stakeholders • Engaging with your key leaders • Working with constituents to • Citing areas of • Delivering and stakeholders to understand identify prioritization criteria agreement/disagreement recommendations for top your organization’s current state • Providing a synthesized view of among key constituents priority projects, and next what we’ve learned, including • Working with constituents to and future goals. steps in the decision- • Collecting and analyzing salient making process an overview of your current rank projects according to • Delivering findings, data, including org charts, environment, key risks, near identified criteria Key budgets, project lists, business term goals, long term vision prioritized project listing, Activities • Assembling a comprehensive cases, etc. analysis tool kits, and recommendations list of projects underway, planned, and envisioned for the future, with key business case data, as available Portfolio Prioritization working Key Meetings Stakeholder Interviews Initial Findings workshop End presentation sessions Deliverables Diagnosis Summary Portfolio Prioritization Matrix Portfolio Phasing Map Recommended path forward Common endorsement about Consensus among stakeholders Objective insight into relative Shared commitment for ‘the critical few’ initiatives and the Outcome on ‘As Is’ status value of the project portfolio the way forward initiatives to be deferred 4
  5. 5. Overview of Key Deliverables Deliverable Description • Diagnosis Summary Shows initial assessment of ‘As Is’ landscape, including key issues to be analyzed, and potential scoping options • Summarizes stakeholder near-team goals and challenges • Summarizes stakeholder priorities and expectations from the project portfolio and what the project portfolio plans to deliver in reality • Portfolio Prioritization Matrix Consolidates and values priority ranking criteria • Identifies key project initiatives that meet critical business needs as well as gaps and overlaps • Identifies project initiatives that are not driven by critical business needs • Portfolio Phasing Map Shows tentative phasing based upon business drivers • Used as discussion document for key constituents to openly discuss priorities and cost savings opportunities • Recommended Path Forward Summarizes key findings, gaps identified, business-critical project initiatives, cost avoidance opportunities, portfolio roadmap, and recommended actions to re-prioritize the project portfolio • Includes re-useable tools for future analysis and planning 5
  6. 6. Why Cliff Consulting?  CCI consultants will facilitate the conversation to bring together disparate opinions in open dialogue and find common ground on the way forward  CCI has a proven track record in reprioritization of its clients’ project portfolios, achieving • Significant cost avoidance and cost reduction in the near term • A focus on critical business needs for the long term  CCI consultants partner with their clients in achieving results, empowering their clients to re-use the process themselves  CCI consultants have an average of 15 years experience in similar projects, supported by a firm with over 35 years of delivering high value services to a broad range of organizations 6
  7. 7. We’re Here to Help For further information, please contact us! info@cliffconsulting.net 510-530-7751 7

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