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The PM Role 
in a Lean and Agile World 
NA14AGL04 
Dr. Dave Cornelius 
DM, MBA, PMP, PMI-ACP, CSP, SSBB, ITIL v3 
KNOLSHAR...
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2012 Permission is granted to PMI...
3 
Networking && EEssttaabblliisshh TTeeaammss 
• 2 minutes of networking 
• Establish your team 
PM Role in a Lean and Ag...
4 
LLeeaarrnniinngg OOuuttccoommee 
• Play a change agent role in the lean and agile transformation 
• Discern your agile ...
5 
PM Role Not IIddeennttiiffiieedd aass aann AAggiillee 
RRoollee 
• Scrum: PM responsibilities assigned to team members ...
6 
RReemmeemmbbeerr tthhee GGoooodd OOlldd DDaayyss?? 
• Project Manager - the project leader 
• The Project Management In...
7 
HHooww DDiidd II GGeett HHeerree?? 
• And you may find yourself living in a lean and 
agile world 
• And you may find y...
8 
WWhhaatt iiss LLeeaann TThhiinnkkiinngg?? 
• Embraces kaizen or continual improvement 
• Eliminates delays/waste 
• Max...
9 
WWhhaatt iiss AAggiillee TThhiinnkkiinngg?? 
• Delivers customer value through iterative steps 
• Frequent collaboratio...
10 
EEnnaabblliinngg CChhaannggee 
Will you be the leader Enabling or Resisting change? 
• Assess change readiness 
• Comm...
11 
SSccaalleedd AAggiillee FFrraammeewwoorrkk ((SSAAFFee)) 
• Enterprise Scrum 
• Customer engagement 
• Organization ali...
12 
PPMM RRoolleess iinn aa LLeeaann && AAggiillee WWoorrlldd 
• Lagging PM 
– Explains the past 
– Responds to change by ...
Why Redefine PM Role? 
• Identify the value the PM provides 
• Match existing PM knowledge with future roles 
• Increase t...
14 
LLaaggggiinngg PPMM 
Lagging PM 
Initiating Planning Executing Monitoring & 
Learning 
Closing 
Product 
Owner 
Releas...
15 
LLaaggggiinngg PPMM VVaalluuee 
• Product Owner Value: 
– Prioritized work for the team 
– Finished work demonstrated ...
Team Collaboration 1 
Lagging PM Workshop Assignment 
“PMI” is a registered trade and service mark of the Project Manageme...
17 
UUmm--UUmm--GGoooodd BBuussiinneessss CCaassee 
• Um-Um-Good Cookies receives input from customers for each 
year’s ex...
LLaaggggiinngg PPMM WWoorrkksshhoopp AAssssiiggnnmmeenntt 
• Identify and discuss the top 3 activities that you believe 
t...
Lagging PM 
19 
LLaaggggiinngg PPMM KKnnoowwlleeddggee SShhaarriinngg 
• Share your learning’s about the Lagging PM 
19
Leading PM 
20 
LLeeaaddiinngg PPMM 
• Charts the future; anticipating and preventing issues 
• Leads and indicates organi...
SSccrruummXXPP EEnnggaaggeemmeenntt:: 
LLeeaaddiinngg PPMM Leading PM 
21 
Initiating Planning Executing Monitoring & 
Lea...
PPrrooggrraamm EEnnggaaggeemmeenntt:: 
LLeeaaddiinngg PPMM Leading PM 
22 
Initiating Planning Executing Monitoring & 
Lea...
23 
LLeeaaddiinngg PPMM VVaalluuee 
• Servant Leader - enables the teams to self-organize and 
excel 
• Release Manager – ...
Team Collaboration 2: 
Leading PM Workshop Assignment 
“PMI” is a registered trade and service mark of the Project Managem...
25 
UUmm--UUmm--GGoooodd BBuussiinneessss CCaassee 
• Um-Um-Good Cookies receives input from customers for each 
year’s ex...
LLeeaaddiinngg PPMM WWoorrkksshhoopp AAssssiiggnnmmeenntt 
• Identify and discuss the top 3 activities that aligns with Ag...
27 
LLeeaaddiinngg PPMM KKnnoowwlleeddggee SShhaarriinngg 
• Share your learning’s about the Leading PM 
Leading PM
28 
SSttrraatteeggiicc PPMM 
Strategic PM 
Initiating Planning Executing Monitoring & Learning Closing 
Project 
Portfolio...
29 
PPoorrttffoolliioo LLeeaann MMeettrriiccss 
• Tracks the investment themes progress 
Investment Themes 
1. Add cloud 
...
Strategic PM 
30 
SSttrraatteeggiicc PPMM VVaalluuee 
• Customer driven business and architecture initiatives 
(epics) 
• ...
Team Collaboration 3 
Strategic PM Workshop Assignment 
“PMI” is a registered trade and service mark of the Project Manage...
32 
UUmm--UUmm--GGoooodd BBuussiinneessss CCaassee 
• Um-Um-Good Cookies receives input from customers for each 
year’s ex...
SSttrraatteeggiicc PPMM WWoorrkksshhoopp AAssssiiggnnmmeenntt 
• Identify and discuss the top 3 activities that are vital ...
34 
SSttrraatteeggiicc PPMM KKnnoowwlleeddggee SShhaarriinngg 
• Share your learning’s about the Strategic PM 
Strategic P...
35 
WWhhaatt ddiidd yyoouu lleeaarrnn?? 
• Lagging PM 
– Explains the past 
– Responds to change by applying corrective ac...
36 
CCoonncclluussiioonn 
• The PM has a role in the Scaled Agile Framework (SAFe) 
• The PMP gave us life skills beyond a...
37 
IInnqquuiirriieess 
• Is there anything I’ve said that I can elaborate on?
38 
RReeffeerreenncceess 
• Scaled Agile Framework: http://www.scaledagileframework.com/ 
• A is for Agile, not Anarchy: h...
39 
CCoonnttaacctt 
IInnffoorrmmaattiioonn 
Name: Dr. Dave Cornelius 
E-mail: ME@Dave-Cornelius.COM 
Other Contact Info: 
...
40 
AAbboouutt DDrr.. DDaavvee CCoorrnneelliiuuss 
• Purpose: 
– Serve God by serving others 
– Inspire continual learning...
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PM Role in a Lean and Agile World - Rev2

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PM Role in a Lean and Agile World - Rev2

  1. 1. The PM Role in a Lean and Agile World NA14AGL04 Dr. Dave Cornelius DM, MBA, PMP, PMI-ACP, CSP, SSBB, ITIL v3 KNOLSHARE.ORG
  2. 2. “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted to PMI for PMI® Marketplace use only. 2 PM Role in a Lean and Agile World PM Role in a Lean and Agile World
  3. 3. 3 Networking && EEssttaabblliisshh TTeeaammss • 2 minutes of networking • Establish your team PM Role in a Lean and Agile World
  4. 4. 4 LLeeaarrnniinngg OOuuttccoommee • Play a change agent role in the lean and agile transformation • Discern your agile PM role: Strategic, Leading, or Lagging • Become a valued contributor: Scaled Agile Framework (SAFe). • Interact and share knowledge in your teams today! PM Role in a Lean and Agile World
  5. 5. 5 PM Role Not IIddeennttiiffiieedd aass aann AAggiillee RRoollee • Scrum: PM responsibilities assigned to team members • PMI (2012) stated our value as: 1. Leadership 2. Team building 3. Motivation 4. Communication 5. Influencing 6. Decision making 7. Political and cultural awareness 8. Negotiation 9. Trust building 10.Conflict management 11.Coaching PM Role in a Lean and Agile World
  6. 6. 6 RReemmeemmbbeerr tthhee GGoooodd OOlldd DDaayyss?? • Project Manager - the project leader • The Project Management Institute stated, “the role of the project manager is to lead the team that is responsible for achieving the project objectives” (PMBOK Guide, 5th Ed.) 6
  7. 7. 7 HHooww DDiidd II GGeett HHeerree?? • And you may find yourself living in a lean and agile world • And you may find yourself in uncertainty • And you may find yourself in a new role • And you may find yourself in a beautiful place, with a beautiful life • And you may ask yourself, Well...How did I get here? Yogi Berra once said, when you arrive at the fork in the road, take it!
  8. 8. 8 WWhhaatt iiss LLeeaann TThhiinnkkiinngg?? • Embraces kaizen or continual improvement • Eliminates delays/waste • Maximizes the value stream • Balances flow/work in progress (WIP) • Streamlines pull/customer demand • Applies the Plan-Do-Check-Act Method
  9. 9. 9 WWhhaatt iiss AAggiillee TThhiinnkkiinngg?? • Delivers customer value through iterative steps • Frequent collaboration - engages people in the value stream • Inspects and adapts • Responds to change • Embraces continual improvement through retrospectives • Applies the Plan-Do-Inspect-Adapt Method
  10. 10. 10 EEnnaabblliinngg CChhaannggee Will you be the leader Enabling or Resisting change? • Assess change readiness • Communicate the need for change • Develop sponsorship roadmap • Provide training to enable change • Create change communities • Collaborate for sustaining change
  11. 11. 11 SSccaalleedd AAggiillee FFrraammeewwoorrkk ((SSAAFFee)) • Enterprise Scrum • Customer engagement • Organization alignment • Inspect and adapt • Team engagement • Transparent behaviors • Improved time to market • Responsiveness to change • SAFe enterprise agile model. Copyright 2014 by Scaled Agile, Inc. Reprinted with permission.
  12. 12. 12 PPMM RRoolleess iinn aa LLeeaann && AAggiillee WWoorrlldd • Lagging PM – Explains the past – Responds to change by applying corrective actions Lagging PM Leading PM Strategic PM • Leading PM – Charts the future; anticipate and prevent issues – Leads and indicate organizational change – Plans cross-functional team dependencies • Strategic PM – Enables future innovations – Facilitates organization alignment
  13. 13. Why Redefine PM Role? • Identify the value the PM provides • Match existing PM knowledge with future roles • Increase the PM awareness and need for change • Assist the PM with a transition plan “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted to PMI for PMI® Marketplace use only.
  14. 14. 14 LLaaggggiinngg PPMM Lagging PM Initiating Planning Executing Monitoring & Learning Closing Product Owner Release plan User stories planning User story grooming Product Performance Approve user stories closure Scrum Master Team workshops Sprint planning Frequent collaboration Team performance Close Sprint
  15. 15. 15 LLaaggggiinngg PPMM VVaalluuee • Product Owner Value: – Prioritized work for the team – Finished work demonstrated to customers • Scrum Master Value: – Consistent team velocity – Areas identified for continual improvement – Mitigated risks Lagging PM
  16. 16. Team Collaboration 1 Lagging PM Workshop Assignment “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted to PMI for PMI® Marketplace use only.
  17. 17. 17 UUmm--UUmm--GGoooodd BBuussiinneessss CCaassee • Um-Um-Good Cookies receives input from customers for each year’s exotic cookie flavors. • Only the right cookie flavors can be selected to ensure the a profit and support the grass-roots customer loyalty program. • As a Strategic, Leading, and/or Lagging PM you will identify and discuss your role to support the organization’s selection, oversight, and execution to produce the next customer driven flavors for 2015. 17
  18. 18. LLaaggggiinngg PPMM WWoorrkksshhoopp AAssssiiggnnmmeenntt • Identify and discuss the top 3 activities that you believe the PM is best qualified to perform that can add value in producing customer value to satisfy the next customer-driven 18 exotic cookie flavors. 18 Lagging PM • Get in small teams and do the following: – Write ideas on Post-It notes – Post them on the big sheet of paper – Group ideas to create themes More Role and Process details: WWW.ScaledAgileFramework.com
  19. 19. Lagging PM 19 LLaaggggiinngg PPMM KKnnoowwlleeddggee SShhaarriinngg • Share your learning’s about the Lagging PM 19
  20. 20. Leading PM 20 LLeeaaddiinngg PPMM • Charts the future; anticipating and preventing issues • Leads and indicates organizational change • Plans cross-functional team’s dependencies during planning activities • Roles: 1. Release Train Engineer – Accountable for release-level planning outcome 2. Release Manager – Accountable for product release to market 3. Product Owner – Accountable for prioritized work for the team 4. Scrum Master – Accountable for team Scrum practice 5. Scrum of Scrum Masters – Accountable for team dependency integration 6. Coach – Enables the transition from non-agile to agile and lean thinking
  21. 21. SSccrruummXXPP EEnnggaaggeemmeenntt:: LLeeaaddiinngg PPMM Leading PM 21 Initiating Planning Executing Monitoring & Learning Closing Product Owner Release plan Features planning Features grooming Inspect & Adapt Product release announcement Scrum Master Team workshops PSI planning Frequent collaboration Dependencies & risks Close release
  22. 22. PPrrooggrraamm EEnnggaaggeemmeenntt:: LLeeaaddiinngg PPMM Leading PM 22 Initiating Planning Executing Monitoring & Learning Closing Release Manager Environment requirements Release activities Product builds Defect metrics Product release Release Train Engineer Stakeholders engagement Release Train Event (RTE) Frequent collaboration Dependencies & risks Release train
  23. 23. 23 LLeeaaddiinngg PPMM VVaalluuee • Servant Leader - enables the teams to self-organize and excel • Release Manager – releases quality product to market • Release Train Engineer (RTE) - escalates impediments, risks, and coaches program-level continual improvement • Product Owner - prioritize work for the team • Scrum Master - coaches the transformation from non-agile practices to agile and lean thinking Leading PM
  24. 24. Team Collaboration 2: Leading PM Workshop Assignment “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted to PMI for PMI® Marketplace use only.
  25. 25. 25 UUmm--UUmm--GGoooodd BBuussiinneessss CCaassee • Um-Um-Good Cookies receives input from customers for each year’s exotic cookie flavors. • Only the right cookie flavors can be selected to ensure the company makes a profit and support the grass root customer loyalty program. • As a Strategic, Leading, and/or Lagging PM you will identify and discuss your role to support the organization’s selection, oversight, and execution to produce the next customer driven flavors for 2015.
  26. 26. LLeeaaddiinngg PPMM WWoorrkksshhoopp AAssssiiggnnmmeenntt • Identify and discuss the top 3 activities that aligns with Agile practices. • Identify and discuss the top 3 activities that make you valuable to the project. • Plan deliverables to meet the next customer driven exotic cookie flavors expectations. Leading PM 26 • Get in small teams and do the following: – Write ideas on Post-It notes – Post them on the big sheet of paper – Group ideas to create themes More Role and Process details: WWW.ScaledAgileFramework.com
  27. 27. 27 LLeeaaddiinngg PPMM KKnnoowwlleeddggee SShhaarriinngg • Share your learning’s about the Leading PM Leading PM
  28. 28. 28 SSttrraatteeggiicc PPMM Strategic PM Initiating Planning Executing Monitoring & Learning Closing Project Portfolio Manager Strategy • Business objectives • Portfolio Kanban board • Epic success criteria • Voice of customer • Value streams • Lean portfolio metrics • Epic burn-up report • Epic progress report Business & Architecture Epics Investment funding • Investment themes • Budgets • Cost analysis • Enterprise balanced scorecard Investment themes
  29. 29. 29 PPoorrttffoolliioo LLeeaann MMeettrriiccss • Tracks the investment themes progress Investment Themes 1. Add cloud computing as a customer value 2. Expand products to EMEA markets 3. Common architecture across systems Stakeholders: Continue, adjust, or kill initiatives Metrics & Learnings Net Promoter Net Promoter Score Score Quality Quality Metrics Metrics CCoosst tM Meetrtircicss Epics Progress Epics Progress RROOII IRIRRR
  30. 30. Strategic PM 30 SSttrraatteeggiicc PPMM VVaalluuee • Customer driven business and architecture initiatives (epics) • Market competition response • Compliance demands • Internal innovations (business and/or architecture epics) • Financial market volatility response
  31. 31. Team Collaboration 3 Strategic PM Workshop Assignment “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2012 Permission is granted to PMI for PMI® Marketplace use only.
  32. 32. 32 UUmm--UUmm--GGoooodd BBuussiinneessss CCaassee • Um-Um-Good Cookies receives input from customers for each year’s exotic cookie flavors. • Only the right cookie flavors can be selected to ensure the company makes a profit and support the grass root customer loyalty program. • As a Strategic, Leading, and/or Lagging PM you will identify and discuss your role to support the organization’s selection, oversight, and execution to produce the next customer driven flavors for 2015.
  33. 33. SSttrraatteeggiicc PPMM WWoorrkksshhoopp AAssssiiggnnmmeenntt • Identify and discuss the top 3 activities that are vital to your project for delivering customer value. • Identify and discuss the top 3 activities you perform that make you valuable to the project. Strategic PM 33 • Get in small teams and do the following: – Write ideas on Post-It notes – Post them on the big sheet of paper – Group ideas to create themes More Role and Process details: WWW.ScaledAgileFramework.com
  34. 34. 34 SSttrraatteeggiicc PPMM KKnnoowwlleeddggee SShhaarriinngg • Share your learning’s about the Strategic PM Strategic PM
  35. 35. 35 WWhhaatt ddiidd yyoouu lleeaarrnn?? • Lagging PM – Explains the past – Responds to change by applying corrective actions Lagging PM Leading PM Strategic PM • Leading PM – Charts the future; anticipate and prevent issues – Leads and indicate organizational change – Plans cross-functional team dependencies • Strategic PM – Enables future innovations – Facilitates organization alignment
  36. 36. 36 CCoonncclluussiioonn • The PM has a role in the Scaled Agile Framework (SAFe) • The PMP gave us life skills beyond a corporate role • We may have to chart our role in the lean and agile world • Strive to be better corporate citizens
  37. 37. 37 IInnqquuiirriieess • Is there anything I’ve said that I can elaborate on?
  38. 38. 38 RReeffeerreenncceess • Scaled Agile Framework: http://www.scaledagileframework.com/ • A is for Agile, not Anarchy: http://www.agilenotanarchy.com • Dr. Dave Cornelius: http://www.dave-cornelius.com • 5Saturdays: http://www.5saturdays.org • KNOLSHARE.ORG: http://www.knolshare.org
  39. 39. 39 CCoonnttaacctt IInnffoorrmmaattiioonn Name: Dr. Dave Cornelius E-mail: ME@Dave-Cornelius.COM Other Contact Info: • Web: www.Dave-Cornelius.com • Twitter: @DrCorneliusInfo • LinkedIn: www.linkedin.com/in/daveauck/ • Facebook: https://www.facebook.com/DrDaveCornelius • Google+: google.com/+DaveCorneliusDrOrgLead • University of Phoenix - School of Advanced Studies Affiliated
  40. 40. 40 AAbboouutt DDrr.. DDaavvee CCoorrnneelliiuuss • Purpose: – Serve God by serving others – Inspire continual learning – Add value to individuals by enhancing their professional growth and development. • University of Phoenix - School of Advanced Studies Affiliated

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