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Supporting Reviews & 
Assurance 
The Role of the PMO 
Supporting Reviews & Assurance 
APM, Sep 2014 1
Outline 
 Projects fail 
 That’s OK 
 Portfolio mgt is easier than project mgt… 
 … provided you can get the right information 
 Setting up an assurance programme 
Supporting Reviews & Assurance 
APM, Sep 2014 2
Why do projects fail? 
Simon Schoeters 
Supporting Reviews & Assurance 
APM, Sep 2014 3
Christiaan Triebert 
We lose touch with reality 
Supporting Reviews & Assurance 
APM, Sep 2014 4
Simon Schoeters 
Failure becomes obvious 
when we run back into reality 
Supporting Reviews & Assurance 
APM, Sep 2014 5
Failure is OK! 
L Gnome 
Supporting Reviews & Assurance 
APM, Sep 2014 6
There are 2 types of failure: 
Inherent & Unnecessary 
macrophile 
Supporting Reviews & Assurance 
APM, Sep 2014 7
Statistics don’t work for 
project managers 
Steve A 
Johnson 
Supporting Reviews & Assurance 
APM, Sep 2014 8
Statistics do work for portfolio 
& programme managers 
James Bowe 
Supporting Reviews & Assurance 
APM, Sep 2014 9
Portfolio & programme 
managers have more tools 
veryuseful 
Supporting Reviews & Assurance 
APM, Sep 2014 10
But they often don’t have the 
information they need 
IsaacMao 
Supporting Reviews & Assurance 
APM, Sep 2014 11
But they often don’t have the 
information they need 
derekGavey 
Supporting Reviews & Assurance 
APM, Sep 2014 12
But they often don’t have the 
information they need 
maveric2003 
Supporting Reviews & Assurance 
APM, Sep 2014 13
But they often don’t have the 
information they need 
Jeroen_bennink 
Supporting Reviews & Assurance 
APM, Sep 2014 14
Grand Canyon NPS 
That’s where the PMO helps – 
providing clear information 
Supporting Reviews & Assurance 
APM, Sep 2014 15
Kheel Centre, 
Cornell University 
Right Information – Skills – 
Process – Stakeholders 
Supporting Reviews & Assurance 
APM, Sep 2014 16 
IvanWalsh.com
Supporting Reviews & Assurance 
APM, Sep 2014 17 
ell brown 
PMOs can work at three levels
The role of assurance is to 
provide validated information 
owenwbrown 
Supporting Reviews & Assurance 
APM, Sep 2014 18
How do we set up an effective 
programme of reviews? 
Colin_K 
Supporting Reviews & Assurance 
APM, Sep 2014 19
1) Make reviews the norm 
Lars P. 
Supporting Reviews & Assurance 
APM, Sep 2014 20
2) Be clear who you’re serving 
Bird Brian 
Supporting Reviews & Assurance 
APM, Sep 2014 21
3) Tune investment to risk 
levels 
digitalmoneyworld 
Supporting Reviews & Assurance 
APM, Sep 2014 22
4) Use a mix of review types 
vie_ascenseur 
Supporting Reviews & Assurance 
APM, Sep 2014 23
5) Negotiate clear objectives 
for each review 
Richard_of_England 
Supporting Reviews & Assurance 
APM, Sep 2014 24
Baseline Criteria Reference 
Inputs Review execution 
Artefacts & other 
items to review, plus 
supporting details. 
Recommendations to 
improve review artefacts 
Models 
Outputs 
Improved 
artefacts. 
Go/ No -go 
decision. 
Control parameters 
Feedback 
to improve 
reference 
models 
Analysis Loop 
6) Run a structured process 
Supporting Reviews & Assurance 
APM, Sep 2014 25
7) Focus on evidence 
Simon Schoeters 
Supporting Reviews & Assurance 
APM, Sep 2014 26
8) Manage logistics 
strudelt 
Supporting Reviews & Assurance 
APM, Sep 2014 27
9) Minimise overheads 
jcroninone 
Supporting Reviews & Assurance 
APM, Sep 2014 28
10) Train people 
One Laptop per Child 
Supporting Reviews & Assurance 
APM, Sep 2014 29
11) Act on findings 
mikebaird 
Supporting Reviews & Assurance 
APM, Sep 2014 30
12) Monitor effectiveness 
SearchEnginePeople 
Blog 
Supporting Reviews & Assurance 
APM, Sep 2014 31
13) Disseminate lessons 
learned 
The U.S. Army 
Supporting Reviews & Assurance 
APM, Sep 2014 32
Assurance supports 
stakeholder communications 
Keoni Cabral 
Supporting Reviews & Assurance 
APM, Sep 2014 33
Summary 
 We engage with risks to achieve rewards 
 Sometimes the risks win 
 Aim is to eliminate unnecessary failure 
 Program & portfolio mgrs have a lot of tools 
 They need information in order to use them 
 Reviews & assurance provide this information 
 PMOs can do a lot to set up effective reviews 
Supporting Reviews & Assurance 
APM, Sep 2014 34
Unnecessary Failure… 
… happens when people with the skills, 
resources and authority to act effectively 
don’t get full, validated information about 
project status and issues. 
The role of reviews and assurance is to 
provide this information. 
Supporting Reviews & Assurance 
APM, Sep 2014 35
Thank you 
graham@grahamoakes.co.uk 
@GrahamDOakes 
36 
Supporting Reviews & Assurance 
APM, Sep 2014
Graham Oakes Ltd 
 Making sense of technology… 
 Many organisations are caught up in the 
complexity of technology and systems. 
 This complexity may be inherent to the 
technology itself. It may be created by the pace of technology change. Or it may arise from 
the surrounding process, people and governance structures. 
 We help untangle this complexity and define business strategies that both can be 
implemented and will be adopted by people throughout the organisation and its partner 
network. We then help assure delivery of implementation projects. 
 Clients… 
 Cisco Worldwide Education – Architecture and research for e-learning and educational systems 
 Council of Europe – Systems for monitoring compliance with international treaties; e-learning systems 
 Dover Harbour Board – Systems and architecture review 
 Greenpeace – Project reviews, enterprise architecture, digital strategy 
 MessageLabs – Architecture and assurance for partner management portal 
 National Savings & Investments – Helped NS&I and BPO partner develop joint IS strategy 
 The Open University – Enterprise architecture, CRM and product development strategies 
 Oxfam – Content management, CRM, e-Commerce 
 Thames Valley Police – Internet Consultancy 
 Sony Computer Entertainment – Global process definition 
 Amnesty International, Endemol, Intel, tsoosayLabs, Vodafone, … 
Supporting Reviews & Assurance 
APM, Sep 2014 37

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APM leeds - reviews and assurance - Sep 2014

  • 1. Supporting Reviews & Assurance The Role of the PMO Supporting Reviews & Assurance APM, Sep 2014 1
  • 2. Outline  Projects fail  That’s OK  Portfolio mgt is easier than project mgt…  … provided you can get the right information  Setting up an assurance programme Supporting Reviews & Assurance APM, Sep 2014 2
  • 3. Why do projects fail? Simon Schoeters Supporting Reviews & Assurance APM, Sep 2014 3
  • 4. Christiaan Triebert We lose touch with reality Supporting Reviews & Assurance APM, Sep 2014 4
  • 5. Simon Schoeters Failure becomes obvious when we run back into reality Supporting Reviews & Assurance APM, Sep 2014 5
  • 6. Failure is OK! L Gnome Supporting Reviews & Assurance APM, Sep 2014 6
  • 7. There are 2 types of failure: Inherent & Unnecessary macrophile Supporting Reviews & Assurance APM, Sep 2014 7
  • 8. Statistics don’t work for project managers Steve A Johnson Supporting Reviews & Assurance APM, Sep 2014 8
  • 9. Statistics do work for portfolio & programme managers James Bowe Supporting Reviews & Assurance APM, Sep 2014 9
  • 10. Portfolio & programme managers have more tools veryuseful Supporting Reviews & Assurance APM, Sep 2014 10
  • 11. But they often don’t have the information they need IsaacMao Supporting Reviews & Assurance APM, Sep 2014 11
  • 12. But they often don’t have the information they need derekGavey Supporting Reviews & Assurance APM, Sep 2014 12
  • 13. But they often don’t have the information they need maveric2003 Supporting Reviews & Assurance APM, Sep 2014 13
  • 14. But they often don’t have the information they need Jeroen_bennink Supporting Reviews & Assurance APM, Sep 2014 14
  • 15. Grand Canyon NPS That’s where the PMO helps – providing clear information Supporting Reviews & Assurance APM, Sep 2014 15
  • 16. Kheel Centre, Cornell University Right Information – Skills – Process – Stakeholders Supporting Reviews & Assurance APM, Sep 2014 16 IvanWalsh.com
  • 17. Supporting Reviews & Assurance APM, Sep 2014 17 ell brown PMOs can work at three levels
  • 18. The role of assurance is to provide validated information owenwbrown Supporting Reviews & Assurance APM, Sep 2014 18
  • 19. How do we set up an effective programme of reviews? Colin_K Supporting Reviews & Assurance APM, Sep 2014 19
  • 20. 1) Make reviews the norm Lars P. Supporting Reviews & Assurance APM, Sep 2014 20
  • 21. 2) Be clear who you’re serving Bird Brian Supporting Reviews & Assurance APM, Sep 2014 21
  • 22. 3) Tune investment to risk levels digitalmoneyworld Supporting Reviews & Assurance APM, Sep 2014 22
  • 23. 4) Use a mix of review types vie_ascenseur Supporting Reviews & Assurance APM, Sep 2014 23
  • 24. 5) Negotiate clear objectives for each review Richard_of_England Supporting Reviews & Assurance APM, Sep 2014 24
  • 25. Baseline Criteria Reference Inputs Review execution Artefacts & other items to review, plus supporting details. Recommendations to improve review artefacts Models Outputs Improved artefacts. Go/ No -go decision. Control parameters Feedback to improve reference models Analysis Loop 6) Run a structured process Supporting Reviews & Assurance APM, Sep 2014 25
  • 26. 7) Focus on evidence Simon Schoeters Supporting Reviews & Assurance APM, Sep 2014 26
  • 27. 8) Manage logistics strudelt Supporting Reviews & Assurance APM, Sep 2014 27
  • 28. 9) Minimise overheads jcroninone Supporting Reviews & Assurance APM, Sep 2014 28
  • 29. 10) Train people One Laptop per Child Supporting Reviews & Assurance APM, Sep 2014 29
  • 30. 11) Act on findings mikebaird Supporting Reviews & Assurance APM, Sep 2014 30
  • 31. 12) Monitor effectiveness SearchEnginePeople Blog Supporting Reviews & Assurance APM, Sep 2014 31
  • 32. 13) Disseminate lessons learned The U.S. Army Supporting Reviews & Assurance APM, Sep 2014 32
  • 33. Assurance supports stakeholder communications Keoni Cabral Supporting Reviews & Assurance APM, Sep 2014 33
  • 34. Summary  We engage with risks to achieve rewards  Sometimes the risks win  Aim is to eliminate unnecessary failure  Program & portfolio mgrs have a lot of tools  They need information in order to use them  Reviews & assurance provide this information  PMOs can do a lot to set up effective reviews Supporting Reviews & Assurance APM, Sep 2014 34
  • 35. Unnecessary Failure… … happens when people with the skills, resources and authority to act effectively don’t get full, validated information about project status and issues. The role of reviews and assurance is to provide this information. Supporting Reviews & Assurance APM, Sep 2014 35
  • 36. Thank you graham@grahamoakes.co.uk @GrahamDOakes 36 Supporting Reviews & Assurance APM, Sep 2014
  • 37. Graham Oakes Ltd  Making sense of technology…  Many organisations are caught up in the complexity of technology and systems.  This complexity may be inherent to the technology itself. It may be created by the pace of technology change. Or it may arise from the surrounding process, people and governance structures.  We help untangle this complexity and define business strategies that both can be implemented and will be adopted by people throughout the organisation and its partner network. We then help assure delivery of implementation projects.  Clients…  Cisco Worldwide Education – Architecture and research for e-learning and educational systems  Council of Europe – Systems for monitoring compliance with international treaties; e-learning systems  Dover Harbour Board – Systems and architecture review  Greenpeace – Project reviews, enterprise architecture, digital strategy  MessageLabs – Architecture and assurance for partner management portal  National Savings & Investments – Helped NS&I and BPO partner develop joint IS strategy  The Open University – Enterprise architecture, CRM and product development strategies  Oxfam – Content management, CRM, e-Commerce  Thames Valley Police – Internet Consultancy  Sony Computer Entertainment – Global process definition  Amnesty International, Endemol, Intel, tsoosayLabs, Vodafone, … Supporting Reviews & Assurance APM, Sep 2014 37