The document introduces P3O, an OGC framework for portfolio, programme, and project offices, designed to deliver change to businesses through structured governance and support for managing various projects. It outlines the roles of different offices, including permanent portfolio offices and temporary project and programme offices, as well as various case studies, particularly from Fortis Bank and NEC Computers, illustrating practical applications of the framework. Emphasizing alignment with business strategy, it details the responsibilities of these offices in decision-making, resource allocation, and managing risks to ensure successful delivery of business benefits.

1. Introduction to P3O The OGC framework for Portfolio, Programme and Project Offices Jeff Ball, Director, Triotime Prince2, MSP, M_o_R, P3O are registered trade marks of the OCG The OCG, P3O, Prince2 and MSP logos are registered trade marks of OGC

2. An OGC framework OGC : UK Office of Gov’t Commerce Sponsors of Prince2 Managing Successful Programmes (MSP) ITIL etc. P3O is a framework published in 2008 P3O is about OFFICES which support Projects Programmes Portfolios P3O marks the arrival of an integrated OGC framework

3. P3O=P3+O P3=Portfolio+Programme+Projects

4. P3 delivers change to the business (BAU) P3 delivers change to BAU Projects Programmes Portfolios Governance at each level of P3 to control business change Strategy – are we doing the right things Design – are we doing things the right way Value – are we getting business benefits Delivery – are we getting things done well Permanent or Temporary? Portfolio = Permanent Programme = Temporary Project = Temporary Portfolios Programmes Projects

5. Case Study – Fortis Bank

6. Case study – Fortis Bank Strong matrix organisation Benelux working as single unit IT acting as central service provider IT had central pool of 130 project managers 6 business lines 6 IS teams 7 IT portfolios One per business line One for IT infrastructure projects Retail Banking Commercial Banking Private Banking Insurance Banking Operations Corporate Functions IST 2000 staff in IT 2500 staff in IS Business IS IT

7. Case study – Fortis Bank 2007 P3 - Examples Commercial Banking Portfolio CRM Programme CRM release 1 CRM release 2 Firewall for CRM IT Infrastructure Portfolio Firewall Programme Firewall for Unix Firewall for Windows Energy saving for PCs

8. P3O=P3+O O=offices

9. Offices to support change initiatives Offices support change initiatives Portfolio Office Programme Office Project Office Permanent or Temporary? Portfolio Office = Permanent Programme Office = Perm or Temp Project Office= Temporary Centre of Excellence Methods, skills, KM Centre of Excellence Portfolio Office(s) Programme Office(s) Project Office(s)

10. Prince2 identifies a Project Support role Prince2 organisation Project Board Project Manager Team Manager Project Support Project Assurance Project support role Planning Budget Reporting Meeting admin Configuration mgt Documentation Logs (Risks, Issues…) Change Mgt Standards & best practice

11. Programme lifecycle & governance Programme office permanent (multiple programmes) temporary (single programme) Role of a Programme Office Programme planning Programme benefit reviews Manage interfaces and dependencies Status reporting Track programme issues/risks/… Manage documentation Budgets Quality management documentation Change control Standards and best practices Train proj. board members / proj. mgrs Liaise with project managers Programme Board Programme Manager Business Change Manager Programme Support Senior Responsible Owner

12. Portfolio management Portfolio Office Portfolio is permanent Portfolio Office is permanent Portfolios deliver change to the business Business drives vision, values and goals Portfolio delivers the business strategy Identify programmes Projects Portfolio Office Alignment to strategy Speed up decision cycle Monitor progress against plan Manage conflicting priorities Risks & issues Role of a Portfolio Office Selecting right programmes & projects Ensure on-going alignment to strategy Check new requirements Allocate resources Manage dependencies Manage risk Monitor progress Track progress, monitor delivery Manage for value Run a balanced portfolio Manage the impact of change on BAU

13. Roles Head of P3 Office (Permanent) Head of Prog. or Proj. Bureau (Temp) Portfolio Analyst Programme or Project Specialist Benefits role Commercial role Communications role Configuration librarian Consultancy & Performance mgt role Finance role Issue role Change control Planning Quality assurance Resource mgt Risk role Reporting Secretariat Tools expert

14. Case study 1 NEC Computers « Centre of Excellence »

15. Case study : NEC Computers 2003 model  An Organisation Portfolio Office  A Hub Portfolio/Programme office for two BU  Low staffing (4 people) Example Centre of Excellence Organisation Portfolio Office (Permanent) IT Portfolio Office (Permanent) Service & Support Portfolio & Programme Office (Permanent) Centre of Excellence

16. Case study 2 NEC Computers Project Office

17. Case study – NEC Computers – « Cobra 2 » Project Project to deploy Peoplesoft in Europe Two factories (UK, Fr), 9 national sales offices, financials (NL) Planning : Classical Prince2 structure Start-up Initation 3 stages UK factory Financials French factory + 9 sales offices Delivered OK  User acceptance  On time  On budget 

18. Case study – NEC Computers – « Cobra » Project Classical Prince2 organisation Project Board Project Manager Finance Team Manager Supply Chain Team Manager Sales Team Manager IT Team Manager Training Team Manager Project Support Project Assurance

19. Case study – NEC Computers – « Cobra » Project Project Office Planning Tracking Meetings Issue/risk tracking Budget Manage teams Role definitions job descriptions were written during start-up process Project Manager Finance Team Manager Supply Chain Team Manager Sales Team Manager IT Team Manager Training Team Manager Project Support Office Admin Finance + contracts Communication Project Planning Technical Coordination Partner Mgt

20. Case Study 3 Fortis Bank

21. Case study – Fortis Bank 2006 Early start Centres of excellence to support Prince2 rollout Programme office to support a major IT programme Retail Banking Commercial Banking Private Banking Insurance Banking Operations Corporate Functions CoE CoE CoE CoE PgO IST Business IS IT CoE CoE CoE

22. Case study – Fortis Bank 2007 Some Portfolio Offices IT Infrastructure portfolio IT Insurance portfolio IS Retail portfolio Retail Banking Commercial Banking Private Banking Insurance Banking Operations Corporate Functions CoE CoE CoE CoE CoE PfO CoE PfO IST Business IS IT PfO CoE

23. Case study – Fortis Bank 2008 Some centralisation Central Portfolio Office for IT (consolidated reporting of 500+ projects) Portfolio Office for each IT portfolio Centre of Excellence for IST CoE Retail Banking Commercial Banking Private Banking Insurance Banking Operations Corporate Functions PfO PfO PfO PfO PfO PfO CoE CoE CoE CoE CoE Business IS IT PfO CoE PfO CoE

24. Case study – Fortis Bank Vision 2009 Hub and spoke model Portfolios Central Pf Office for IST Central Pf Office for IT Pf Office for each IS team Central programme offices for major IST programmes CoE Retail Banking Commercial Banking Private Banking Insurance Banking Operations Corporate Functions PfO Organisation PfO PfO PfO PfO PfO PfO PgO PgO Business IS IT PfO CoE PfO CoE PfO CoE PfO CoE PfO CoE PfO CoE PfO CoE

25. Thank you Jeff Ball Mail : jeff.ball@triotime.com Telephone : 06 81 87 25 96