The document outlines a simple framework for navigating technology projects with three key phases: plan, build, and sustain. In the plan phase, goals and requirements are defined. The build phase focuses on project governance, management, and addressing challenges. Finally, the sustain phase emphasizes user adoption, transition to operations, and continuous improvement. Key questions, best practices, and challenges are provided for each phase to help ensure successful technology navigation and execution.

1. Simple framework to Navigate Technology
N AVIG AT ING T EC H N O L OGY – PART 2

2. Strategic Business Execution Framework
Value,
Behavior,
Attitude
Important
Competencies
Execution
Excellence
Integrating
Processes
PROPRIETARY AND CONFIDENTIAL
Core
Disciplines

3. Where in SBE does Navigating Technology fit?
 Navigating Technology
 Decision Making
 Project Management
 Problem Solving
 PMO
 Managerial Courage
 Process Improvement
…
Value,
Behavior,
Attitude
 Program Management
…
Important
Competencies
Integrating
Processes
 Follow-through
 Governance
 Integrity
 Change Management
 Teamwork
 Knowledge Management
 Resiliency
 Issue and Risk Management
…
…
PROPRIETARY AND CONFIDENTIAL
Core
Disciplines

4. How to navigate technology?
A Simple Framework – Plan, Build, and Sustain
Plan
•
•
•
•
•
Goals & Objectives
Scope
Requirements
Capability
Action Plan
Navigating
Technology
Sustain
•
•
•
•
Adoption
Transition Plan (to Operations)
Operating Model
Continuous Improvement
PROPRIETARY AND CONFIDENTIAL
Build
• Governance
• Project Environment
• Risk Management

5. Plan
Key
Questions
• What are the primary
project goals, and
how are they tied to
the strategy?
• Are the goals realistic
and achievable?
• How well is the
requirement defined?
• What is the capability
gap?
• Is there a roadmap?
an action plan?
Best
Practices
SMARTIE
System
• Alignment between • Specific: the 5 “W”s
project &
• Measurable: quantitative
organization goals
&objective
• Attainable: internal
• 30% rule on vendor
evaluation of capability
management
• Realistic: external
evaluation of precedence
• Be truthful and
• Timely: is the timing right?
realistic
• Integrated: aligned with
• Strong requirements organization’s overall
objectives
• Success metrics
• Essential: relevance to the
project’s success
PROPRIETARY AND CONFIDENTIAL
MoSCoW
Prioritization
• Must Have: Essential to
the project’s success.
Target fulfillment: >90%
• Should Have:
important
considerations. Target
fulfillment: > 50%
• Could Have: Valuable
factors. No specific
target
• Would Like To Have:
Worthy factors. No
specific target

6. Build
Key Questions
• What is the governance plan?
• What is the project
management approach?
• Who are the stakeholders and
are their expectations
reasonable?
• What is the vendor
management plan?
• Does the project have realistic
scope, schedule, budget, and
resources?
PROPRIETARY AND CONFIDENTIAL
Best Practices
• Establish Project
Management
- Leadership
- Process
- Discipline
• Hire the Best
• Manage Vendors
• Manage Risks
Key Challenge's
• Context
⁻ In Planning, the situation is
often idealized.
⁻ But in Build, hard work
beings.
• Three common challenges:
⁻ Conflicts
 Task-based
 Process-based
⁻ Interpersonal
⁻ Trade-offs
⁻ Decision Making

7. Sustain
Key Questions
• What is the user adoption strategy?
• What are the user “performance
metrics”?
• How are they tracked and
monitored?
• What is the transition plan to
operations?
• How are improvement suggestions
managed?
• Is there a plan for continuous
improvement?
PROPRIETARY AND CONFIDENTIAL
Best Practices
• Think from the customer’s perspective:
⁻ Make it easy for the users to adopt the
technology
⁻ Remove likely excuses from using the
technology
• Establish robust operations.
⁻ Often receiving the least upfront
attention
⁻ Define operational metrics, especially
service levels.
⁻ Be very clear on the processes to
manage issues, defects, enhancement
requests, and service requests.

8. Contact Information
o Email: advisor@pmoadvisory.com
o Phone: 201.688.0680
o Web: www.pmoadvisory.com
Management Consulting with A Social Conscience
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