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Using PMCDF to
      Advance One's Career

Presented by: George Jucan, MSc PMP MPM
  Core Team member for PMCDF Second Edition


   South Western Ontario Chapter - Symposium 2011
      Project Management: A Global Perspective
PMI Standards
Projects
• A Guide to the Project Management Body of Knowledge (PMBOK® Guide)- Fourth Edition
• Practice Standard for Project Risk Management
• Construction Extension to the PMBOK® Guide Third Edition
• Government Extension to the PMBOK® Guide Third Edition
• Practice Standard for Earned Value Management
• Practice Standard for Project Configuration Management
• Practice Standard for Work Breakdown Structures- Second Edition
• Practice Standard for Scheduling
Programs
• The Standard for Program Management- Second Edition
People
• Project Manager Competency Development Framework - Second Edition
Organizations
• Organizational Project Management Maturity Model (OPM3®)- Second Edition
• The Standard for Portfolio Management- Second Edition
                                                                                       2
Alignment with PMI Standards
                                     PMBOK® Guide
                                      Third Edition

 PMP® Role Delineation Study and                      PMCD Framework
       Career Framework                               First Edition



                                   Project Manager
                                     Competency
   Program/ Portfolio               Development                 Combined
 Management Standards                Framework             Standards Glossary/
                                                               PM Lexicon




                                                               PMP®
                PMI Code of                           Examination Specification
                Professional
                  Conduct

                                         OPM3®


                                                                                  3
PMCDF - Second Edition
Vision:

We provide the basis for
individuals and organizations
to raise their competence in
Project Management and
raise the level of
professionalism within PMI


                                4
Target Audience
•   Project Managers
•   Managers of project managers
•   Members of a Project Management Office
•   Managers responsible for establishing and developing
    Project Manager competence
•   Educators teaching project management and other
    related subjects
•   Trainers developing project management educational
    programs
•   Consultants in project/program management
•   Human Resource teams
•   Senior Management
                                                           5
PMCDF Overview
• Provide support to individuals and organizations
• Provide guidance for the assessment of Project
  Managers who:
   – Demonstrated necessary project management knowledge by
     passing a suitable exam (e.g. PMP)
   – Are able to provide evidence of performance and personal
     competence
   – Have 3-4 years of project management experience
• Based on a generic project manager (industry agnostic)
• Supported by data from PM Role Delineation Study


                                                                6
Project Management
    Competence
What is “Competence”?
• Merriam-Webster : The quality or state of […] having requisite
  or adequate ability or qualities.
• Cambridge: Having the skills or knowledge to do something
  well enough to meet a basic standard.
• Oxford: The quality or extent of […] having the necessary skill
  or knowledge to do something successfully.
• Wikipedia: Competence is a standardized requirement for an
  individual to properly perform a specific job. It encompasses a
  combination of knowledge, skills and behaviour utilised to
  improve performance. More generally, competence is the state
  or quality of being adequately or well qualified, having the
  ability to perform a specific role.
                                                                    8
PMCDF Definitions
Project management competence is the demonstrated
ability to perform activities within a project environment
that leads to expected outcomes based on defined and
accepted standards.

A competent project manager consistently applies
his/her knowledge, skills and personal characteristics to
deliver projects that meet stakeholders’ requirements.


                                                             9
Dimensions of PM Competence
• Knowledge - what the project manager knows about the
  application of processes, tools and techniques to project
  activities.
• Performance - how the project manager
  applies project management knowledge
  to meet the project requirements.
• Personal - how the project manager
  behaves when performing activities
  within the project environment; their
  attitudes and core personality
  characteristics.
                                                              10
Knowledge Competence
• What a person knows about project management
  discipline and how projects should be planned,
  executed and controlled
• Required knowledge is defined by the PMP®
  Examination Specification
• A project manager demonstrates knowledge by
  passing an appropriately credentialed assessment (e.g.
  PMP®)


                                                           11
PMCDF Competencies




                     12
Performance Competence
Performance Competence
• What is the person able to do by applying their project
  management knowledge
• Project manager’s performance can be demonstrated by
  assessing project related outcomes
• The ultimate evidence is successful
  delivery of projects
• A competent project manager
  can provide evidence of
  compliance with defined
  performance criteria

                                                            14
Structure


                         5 Units

                       34 Elements

               131 Competence Criteria


One to one mapping between Competence Criteria and Evidences

                                                               15
Alignment
Units: Defined by PMP Examination Specification
(Performance Domains)
Elements: Aligned with the PMP Examination Specification
(outcomes the PM should deliver)
Criteria: Defined by the PMCDF update team using the 2003
document and the PMP Exam Spec (specific actions to
achieve desired outcomes)
Evidences: Defined by the PMCDF update team (material
results of PM actions)

                                                            16
Units of Performance Competence
Initiating: authorize and define the scope of a new project.
Planning: define and mature the project scope, develop the project
management plan, and identify and schedule the project activities.
Executing: performing the work defined in the project
management plan to accomplish the project objectives under the
project scope statement.
Monitoring and Controlling: compare actual performance with
planned performance, analyze variances, assess trends to effect
process improvements, evaluate possible alternatives and
implement appropriate corrective action as needed.
Closing: formally terminate a project and transfer the completed
product to operations or to close a cancelled project.
                                                                     17
Performance Competence Elements
                                                                                 Monitoring &
 Initiating a Project      Planning a Project        Executing a Project                               Closing a Project
                                                                              Controlling a Project
                                                                                                       Project outcomes
Project aligned with       Project scope agreed      Project goals            Project tracked and
                                                                                                       accepted by all
organization objectives    to address project        achieved through         status communicated to
                                                                                                       stakeholders
and customer               deliverables              effective project plan   relevant stakeholders
needs                                                execution
                                                                                                       Project formally
                           Project schedule                                   Change is managed
                                                                                                       closed
Scope statement reflects   developed                 Project stakeholders’
organization and                                     expectations managed     Quality controlled
                                                                                                       Project resources
     customer needs and    Cost management plan      successfully
                                                                                                       released
expectations               developed                                          Risks managed to
                                                     Human resources          ensure minimized
                                                                                                       Stakeholder
High level risks/          Project Team identified   available when           impact on project
                                                                                                       perceptions
assumptions/               with agreed roles and     required                 outcomes
                                                                                                       measured and
constraints                responsibilities
are understood                                       Tasks successfully       Project team managed     analyzed
                           Communication             completed as planned
Key stakeholders           activities approved                                Sellers managed
needs are understood                                 Quality managed
                           Quality planned
Draft project charter                                Material resources
      available            Risk plan approved        available as required

Project charter approved   Change management
                           processes established

                           Materials procured

                           Approved project plan
                                                                                                                           18
Criteria and Evidences
                                   Element




        High level risks, assumptions and constraints are understood

            Performance Criteria                  Types of evidence


   .1 Establishes the project’s high     Documented assumptions
   level assumptions and                 and constraints
   Constraints
                                         Documented list of
   .2 Identifies and analyses            analyzed high level risks
   the project’s high level risks        reviewed with key stakeholders




 Performance Criteria                           Types of Evidence
Personal Competence
Personal Competence
• Personal Competencies are those behaviors, attitudes
  and core personality characteristics that contribute to a
  person’s ability to manage projects.
• Personal competence enable the
  project manager to effectively
  use knowledge and performance
  competencies
• Demonstrated by how the
  person behaves while
  delivering the project

                                                              21
Structure


                          6 Units

                       30 Elements

                134 Competence Criteria


One to many mapping between Competence Criteria and Evidences

                                                                22
Alignment
Units: Derived from 2003 PMCDF, Code of Ethics and
Professional Conduct and PMP Examination Specification
Elements: Derived from 2003 PMCDF, PMBOK, PMP Exam
Specification, Code of Ethics and Professional Conduct
Criteria: Defined by the PMCDF update team using the 2003
document, PMBOK, PMP Exam Spec and Code of Ethics and
Professional Conduct
Evidences: Defined by the PMCDF update team (material
results that demonstrate, alone or in conjunction with other
evidences, the presence of the desired behavior)
                                                               23
Units of Personal Competence
Communicating: Effectively exchanges accurate, appropriate and
relevant information with stakeholders using suitable methods.
Leading: Guides, inspires and motivates team members and other
project stakeholders to manage and overcome issues to effectively
achieve project objectives.
Managing: Effectively administers the project through deployment and
use of human, financial, material, intellectual and intangible resources.
Cognitive Ability: Applies an appropriate depth of perception,
discernment and judgment to effectively direct a project in a changing
and evolving environment.
Effectiveness: Produces desired results by using appropriate resources,
tools and techniques in all project management activities.
Professionalism: Conforms to an ethical behavior governed by
responsibility, respect, fairness and honesty in the practice of project
management                                                                24
Personal Competence Elements




                               25
Criteria and Evidences
                            Element




      Actively listens, understands and responds to stakeholders



                                   Survey results from stakeholders
                                   Documented observations
   1 Actively listens              from communication
                                   Documented feedback on
                                   empathy and understanding
                                    towards others point of view




 Performance Criteria                      Types of Evidence
Developing Competence
 As A Project Manager
PMCDF Competencies
Supporting Competencies
• PMI Standards are “applicable to most projects most of
  the time”, so they must be generic
• PM also needs technical skills that are particularly
  relevant to that industry or covered by specific domain,
  regulatory or legal requirements
• To be successful in an
  organizational context
  the PM also needs to
  understand the corporate
  culture, environment,
  politics etc.
                                                             29
Competence Development Process




                                 30
Competence Assessment
• Performed by the individual or by the organization (e.g.
  by PMO or management)
• Based on evidences against the PMCD Framework
  performance criteria
• Could use different levels of detail for each competence
  area (unit, element or criteria)
• The organization may prescribe qualitative, quantitative
  and interpretative methods to be used
• When using a holistic approach, strength in one area
  could obscure one or more gaps in other areas
                                                             31
Assessment Rigor

• Low Rigor – typically involves casual self-assessment,
  or informal assessment against the competence criteria.
• Medium Rigor – more detailed, usually done by a
  manager or peer, adding external feedback to
  individual’s perspective to create a 360º view.
• High Rigor – in-depth assessment, usually performed
  by qualified independent assessors, involving analysis
  of several recent projects to gather relevant evidence.


                                                            32
Assessment Example
                    Personal Competencies                               Score
Communicating                                                              8.00
Leading                                                                    7.00
Managing                                                                   5.00
    Builds and maintains the project team                                   5.00
    Plans and manages for project success in an organized manner            7.00
    Resolves conflict involving project team or stakeholders                3.00
Cognitive Ability                                                          7.00
Effectiveness                                                              4.75
    Resolves project problems                                               8.00
    Maintains project stakeholder involvement, motivation and support       4.00
    Changes at the required pace to meet project needs                      5.00
    Uses assertiveness when necessary                                       2.00
Professionalism                                                            9.00

                                                                                   33
Assessment Example
              Personal Competencies                       Score
     Communicating                                           8.00
     Leading                                                 7.00
     Managing                                                5.00
     Cognitive Ability                                       7.00
     Effectiveness                                           4.75
     Professionalism                                         9.00

                           Communicating
                              10
                                8
                                6
         Professionalism                       Leading
                                4
                                2
                                0



           Effectiveness                       Managing




                           Cognitive Ability

                                                                    34
Assessment Example
   Element 6.1:              Actively listens, understands, and responds to stakeholders


  Performance Criteria                Types of Evidence                  Status                       Comments
.1 Actively listens       Survey results from stakeholders              medium      no complaints, but no positive feedback either

                          Documented observations from communication      good    not interrupting others while speaking, nodding to
                                                                                  show understanding
                          Documented feedback on empathy and               low    often focused on the words, missing the emotions
                          understanding towards others point of view              reflected by the voice
.2 Understands explicit   Documented observations from communication     medium rephrasing stakeholders messages to demonstrate
and implicit content of                                                           understanding typically generates agreement
communication             Documented confirmation that messages were    very good almost no situation when a stakeholder needed to
                          received and understood                                 repeat the message to clarify misunderstandings
.3 Responds to and acts   Documented responses to issues important to     good    issue log maintained accurate and timely
upon expectations,        others (i.e. Issues Log)
concerns and issues       Change requests                               very low    no documentation on change requests, their
                                                                                    analysis and results
                          Survey results from stakeholders              medium      no complaints, but no positive feedback either



                                                                                                                                     35
Development Plan
• Individual strengths and areas to be addressed
• Prioritized development areas
• Using different methods:
   –   Mentoring
   –   Coaching
   –   Peer to peer
   –   Role playing
   –   On the job training
   –   Formal training
   –   PMI Education programs

                                                   36
Development Plan Example




                           37
Execute Plan
The project manager needs to execute this plan just as
a project manager would execute any project plan.

• Plan owned by the PM
• Medium and long term goals
• Targets and milestones
• In parallel with project work
• Engage support from others
• Monitor progress and take corrective actions
                                                         38
Development Plan Example




                           39
Evaluate Plan
• Iterative process to develop competence as a
  project manager
• Each iteration of the Competence Development
  Plan should be treated as a project in itself.
• As with any project there needs to be a formal
  review of plan’s success
• Lessons learned and action items

                                                   40
Evaluate Plan
Questions that need to be asked include:
  – Was the plan suitable?
  – Did the plan deliver the outcomes needed?
  – Was there sufficient support for the development
    plan?
  – Were there activities that should have provided
    better outcomes?
  – Can others now use the same plan?

                                                       41
A Guide to the Top
Career Path
                                                                       E x e c u tiv e
   P M O M anager             P o r tfo lio M a n a g e r
                                                                      M anagem ent



    S M E P r o je c t
      M anager                P rogram M anager                    P ro je c t D ir e c to r




                                                                     O rg a n iz a tio n a l
                             S r . P r o je c t M a n a g e r
                                                                      M anagem ent



   O rg a n iz a tio n a l
                               P r o je c t M a n a g e r
    M anagem ent




                             J r . P r o je ct M a n a g e r     P r o je c t C o n tr o lle r




      T e c h n ic a l
                                 P r o je c t L e a d e r       P ro je c t C o o r d in a to r
       L e a d e rs




     A d m in sta ff           P r o je c t A ssista n t
                                                                                                  43
Project Assistant
         Performs routine tasks like updating the schedule, monitoring people’s availability,
        centralize and monitor costs and so on. Usually evolves in a project coordinator role.

                                                                • Responsibility:
                  Performance Competence

                          Initiating
                                                                    –   Collects and archives project forms (NDAs, copyright, technical setup etc)
                          10
                                                                    –   Collects and centralizes regular status reports, time sheets, expenses etc.
                           5                                        –   Maintains project documents repository
   Closing                                         Planning

                           0
                                                                    –   Other project administration tasks
                                                                • Authority:
   Monitoring and
                                             Executing
                                                                    – Always under the guidance and supervision of the Project Manager
    Controlling
                                                                    – Can initiate recurring tasks of pre-defined repetitive activities (e.g. call for
                                                                      status reports, timesheets or expenses)
                    Personal Com petence
                          Communicating
                             10
                                                                    – Cannot take decisions without the Project Manager
Professionalism                5                     Leading
                                                                • Competence:
                                                                    – General exposure to Project Management principles
                               0
                                                                    – Organized, detail oriented
 Effectiveness                                       Managing       – Good communication skills for interaction with team members
                         Cognitive Ability


                                                                                                                                                     44
Project Coordinator
 Without extensive experience and usually without formal project management training, a
project coordinator handles sub-projects or simple independent projects under supervision,
                   mostly acting in a facilitation and reporting capacity.
                                                                 • Responsibility:
                  Performance Competence
                                                                     –   Coordinates and monitors tasks execution and progress
                          Initiating
                           10                                        –   Provides consolidated status reports to the PM
                                                                     –   Facilitates work by resolving minor team member issues
                            5
   Closing                                          Planning         –   Escalates to the PM risks and issues with potential significant impact
                            0                                        –   Monitors project costs and resource usage
                                                                 • Authority:
   Monitoring and
    Controlling
                                              Executing              –   Activates under the supervision of a project or organizational manager
                                                                     –   Manages detailed activities in sub-projects or small projects
                                                                     –   Assigns tasks to team members and require progress reports
                    Personal Com petence
                          Communicating                              –   Can implement corrective actions for small project deviations
                             10

                                                                 • Competence:
Professionalism                 5                     Leading
                                                                     –   General knowledge of Project Management principles and methodology
                                0                                    –   Knowledge of project scheduling and monitoring tools
                                                                     –   Understanding of quality and cost control processes
 Effectiveness                                        Managing
                                                                     –   Ability to organize the work for self and others
                          Cognitive Ability
                                                                     –   Good communication skills for interaction with team members
                                                                                                                                                  45
Project Leader
 A technical expert that might have no formal project management training, able to deliver
good products but not always achieve project success – in most cases because deficiencies in
          the interaction with stakeholders leads to scope creep or gold-plating.
                                                                 • Responsibility:
                  Performance Competence
                                                                     –   Participates in project planning and estimating
                          Initiating
                           10                                        –   Coordinates and monitors tasks execution and progress
                                                                     –   Provides consolidated status reports to the PM
                           5
   Closing                                          Planning         –   Provides technical support to team members
                           0                                         –   Escalates to the PM risks and issues with potential significant impact
                                                                 • Authority:
   Monitoring and
    Controlling
                                              Executing              –   Activates under the supervision of a project or organizational manager
                                                                     –   Has autonomy in managing end-to-end sub-projects or small projects
                                                                     –   Has authority to assign tasks to team members and require progress reports
                    Personal Com petence
                          Communicating                              –   Can implement corrective actions for small project deviations
                             10

                                                                 • Competence:
 Professionalism                                      Leading
                                5
                                                                     –   Expert level in the project technical area
                                0                                    –   General understanding of Project Management principles
                                                                     –   Knowledge of work estimating techniques
  Effectiveness                                       Managing
                                                                     –   Ability to organize the work for self and others
                          Cognitive Ability
                                                                     –   Basic leadership and general management skills
                                                                     –   Basic communication and negotiation capabilities                         46
Project Controller
With formal training in project management and/or specific areas (mostly scheduling, cost
 and risks) performs a monitoring and control function of specific project perspective(s).

                                                                    • Responsibility:
              Performance Competence
                                                                        –   Collects, analyses and interprets performance data
                         Initiating
                          10                                            –   Monitors tasks execution and progress
                                                                        –   Provides consolidated status reports to the PM
                          5
  Closing                                          Planning             –   Escalates to the PM risks and issues with potential significant impact
                          0
                                                                    • Authority:
                                                                        – Activates under the supervision of a project manager
  Monitoring and
   Controlling
                                             Executing                  – Ensures collection, processing and approval processes
                                                                        – No direct authority over project staff
                   Personal Com petence
                                                                    • Competence:
                         Communicating
                            10                                          – General knowledge of Project Management principles and methodology
                                                                        – Knowledge of project scheduling and monitoring tools
Professionalism                 5                        Leading
                                                                        – Understanding of quality and cost control processes
                                0



 Effectiveness                                           Managing




                         Cognitive Ability


                                                                                                                                                     47
Junior Project Manager
Typically having formal project management training but not extensive experience, a junior
  project manager handles autonomously small independent projects, usually under the
                guidance or mentorship of a more senior project manager.
                                                                     • Responsibility:
                 Performance Competence
                                                                         – Performs overall project planning based on predefined Charter
                          Initiating
                           10                                            – Defined, estimates and schedules project work to achieve the scope
                                                                           Coordinates and monitors tasks execution and progress
                           5
  Closing                                           Planning             – Provides consolidated status reports to stakeholders
                           0                                             – Takes corrective actions as required to keep the project on track
                                                                     • Authority:
   Monitoring and
    Controlling
                                              Executing
                                                                         –   Reports to a project executive or sponsor, normally mid or high management
                                                                         –   Has autonomy over project team within chartered boundaries
                                                                         –   Can negotiate scope, resources and schedule changes with stakeholders
                    Personal Com petence
                          Communicating
                              10
                                                                         –   Assigns tasks to team members and manages work
                                                                         –   Implements corrective actions for small project deviations
Professionalism                 5                         Leading
                                                                     • Competence:
                                0                                        –   Knowledge of Project Management principles and methodology
 Effectiveness                                            Managing
                                                                         –   Knowledge of project scheduling and monitoring tools
                                                                         –   Understanding of quality and cost control processes
                          Cognitive Ability
                                                                         –   Stakeholders management through negotiation and conflict resolution
                                                                         –   Good communication skills for interaction with team members
                                                                                                                                                    48
Project Manager
  Even if "all scope, in time and within budget" target remains sometimes out of reach, a
project manager has the tools, knowledge and experience to drive the project toward project
                 success by applying appropriate techniques and behaviors.
                                                                • Responsibility:
                  Performance Competence
                                                                    –   Performs overall project planning based on predefined Charter
                          Initiating
                           10                                       –   Defined, estimates and schedules project work to achieve the scope
                                                                    –   Manages, monitors and forecasts project execution
                           5
   Closing                                         Planning         –   Takes corrective actions as required to keep the project on track.
                           0                                        –   Ensures effective communication with internal and external stakeholders
                                                                    –   Projects lifecycle improvement through lessons learned, project archives, etc.
   Monitoring and
    Controlling
                                             Executing
                                                                • Authority:
                                                                    –   Manages end-to-end tactical projects of various size
                                                                    –   Has authority over the project team as defined in the project charter
                    Personal Com petence
                          Communicating
                             10
                                                                    –   Reports to a project executive or sponsor, normally mid or high management
                                                                    –   Has autonomy within project boundaries
Professionalism                5                     Leading        –   Can negotiate scope, resources and schedule changes with stakeholders
                               0                                • Competence:
                                                                    –   In-depth knowledge of PM methodology, tools and techniques
 Effectiveness                                       Managing
                                                                    –   Leadership and general management skills
                         Cognitive Ability
                                                                    –   Stakeholders communication, negotiation, influencing, persuasion, etc
                                                                    –   Consistent professional behavior in all activities                        49
Senior Project Manager
 Manage complex projects based on sound methodological knowledge as well as advanced
 people skills, seeking project’s alignment to business needs even beyond chartered scope
  statement and realistically adjusting predefined organizational processes and policies.
                                                                • Responsibility:
                 Performance Competence
                                                                    – Involved in projects initiation and strategic project alignment
                         Initiating
                          10                                        – Guides, mentors and/or performs project planning for all knowledge areas
                                                                    – Takes corrective actions as required to deliver complete scope, at desired
                          5
  Closing                                          Planning           quality, in time and within budget
                          0                                         – Process and methodological improvement
                                                                • Authority:
  Monitoring and
   Controlling
                                             Executing
                                                                    – Manages end-to-end strategic projects, large in scope, budget and team
                                                                    – Reports to an organizational manager or a program/portfolio manager.
                                                                    – Coordinates project leaders or coordinators assigned to deliver subproject of
                   Personal Com petence

                         Communicating
                                                                      a complex project managed by the senior project manager
                            10
                                                                    – Proposes changes to the PM methodology, framework or best practices
Professionalism                5                     Leading
                                                                • Competence:
                               0
                                                                    –   Expert knowledge of PM methodology, tools and techniques (typically PMP)
                                                                    –   Advanced leadership and general management skills
 Effectiveness                                       Managing
                                                                    –   Advanced communication, negotiation, conflict resolution capabilities
                                                                    –   Understanding of organizational environment and project’s alignment to
                         Cognitive Ability
                                                                        corporate objectives
                                                                                                                                                   50
Project Director
Coordinates a number of projects (and their corresponding project managers), usually acting
  on behalf of an executive or project sponsor, or of the client or user community group.
  Typically focused on feasibility and efficiency, also requires significant PM knowledge
                                                                    • Responsibility:
                 Performance Competence
                                                                        –   Projects initiation and strategic project alignment
                         Initiating
                          10                                            –   Guides, mentors and/or coordinates project managers
                                                                        –   Ensures alignment with business objectives and needs
                          5
  Closing                                          Planning             –   Process and methodological improvement
                          0
                                                                    • Authority:
                                                                        – Coordinates multiple projects from a strategic perspective
  Monitoring and
   Controlling
                                             Executing                  – Reports to an executive or a program/portfolio manager.
                                                                        – Ensures stakeholders expectations management, including contractual
                                                                          negotiations and performance
                   Personal Com petence
                         Communicating                                  – Proposes changes to the PM methodology, framework or best practices
                            10

                                                                    • Competence:
Professionalism                 5                        Leading
                                                                        – Demonstrated understanding of organizational environment and projects’
                                0                                         alignment to corporate objectives
                                                                        – Advanced leadership and general management skills
 Effectiveness                                           Managing
                                                                        – Advanced communication, negotiation, conflict resolution capabilities
                         Cognitive Ability
                                                                        – Knowledge of PM methodology, tools and techniques
                                                                                                                                                   51
SME Project Manager
 Typically part of a PMO, has advanced overall project management knowledge (PMP) and
demonstrated expertise in one or more specialized areas such as methodologies, cost control,
                   scheduling, projects and processes quality improvement.
                                                                • Responsibility:
                 Performance Competence
                                                                    – Guides, mentors and/or coordinates project managers
                         Initiating
                          10                                        – Process and methodological improvement
                                                                    – Participates in organizational process improvement
                          5
  Closing                                          Planning

                          0
                                                                • Authority:
                                                                    – Defines and/or approves changes to the PM methodology, framework or
  Monitoring and
   Controlling
                                             Executing
                                                                      best practices
                                                                    – Approves methodology adjustments for specific projects
                   Personal Com petence
                         Communicating
                            10                                  • Competence:
                                                                    – Advanced knowledge of PM methodology, tools and techniques
Professionalism                5                     Leading
                                                                    – Expertise in one or more knowledge areas
                               0                                    – Ability to coach, mentor, train other project managers
 Effectiveness                                       Managing




                         Cognitive Ability


                                                                                                                                            52
PMO Manager
Combining organizational and project management knowledge the PMO Manager ensures
development, application and advancement of project management principles, methodology
                        and framework throughout the enterprise.
                                                                • Responsibility:
                 Performance Competence
                                                                    – Manages members of the PM Office
                         Initiating
                          10                                        – Guides, mentors and/or coordinates project managers
                                                                    – Negotiates with executives the role and responsibilities of PMO in
                          5
  Closing                                          Planning           organization
                          0                                         – Participates in organizational process improvement
                                                                • Authority:
  Monitoring and
   Controlling
                                             Executing
                                                                    –   Time and activities assignment of PMO members
                                                                    –   Endorses or approves projects initiation
                                                                    –   Approves changes to the PM methodology, framework or best practices
                   Personal Com petence
                         Communicating                              –   Approves methodology adjustments for specific projects
                            10

                                                                • Competence:
Professionalism                                      Leading
                               5
                                                                    –   Organizational management abilities
                               0                                    –   Advanced knowledge of PM methodology, tools and techniques
                                                                    –   Ability to manage, coach, mentor, train other project managers
 Effectiveness                                       Managing
                                                                    –   Advanced communication skills in negotiation, influencing, persuasion
                         Cognitive Ability
                                                                        etc
                                                                                                                                                53
Program Manager
  As typically considered still a tactical role it requires solid project/program management
  knowledge, but also the ability to understand the business objectives that program has to
            achieve, and its alignment within the overall organizational strategy
              Performance Competence
                                                                    • Responsibility:
                         Initiating
                                                                        –   Ensure alignment of subordinated projects with business objectives
                          10
                                                                        –   Prioritization and assignment of shared resources to program components
                          5                                             –   Assessment and monitoring of projects business and financial performance
  Closing                                          Planning
                                                                        –   Monitors program components relationships and dependencies, as well as
                          0
                                                                            overall integration and issues resolution
                                                                    • Authority:
  Monitoring and
   Controlling
                                             Executing                  – Coordinates the PMs delivering individual projects within the program
                                                                        – Has autonomy within the program boundaries, under the guidance of an
                                                                          organizational executive or of a portfolio manager
                   Personal Com petence
                          Communicating                                 – Negotiates scope and schedule adjustments within reporting structure
                             10
                                                                        – Process and methodological tailoring to better fit program's particularities
Professionalism                 5                        Leading
                                                                    • Competence:
                                0                                       – Expert knowledge of project and program management methodology, tools
                                                                          and techniques
 Effectiveness                                           Managing
                                                                        – Strong tactical planning and leadership skills
                         Cognitive Ability
                                                                        – Strong communication, negotiation, conflict resolution capabilities
                                                                        – Advanced understanding of corporate environment and objectives
                                                                                                                                                         54
Portfolio Manager
Mostly concerned with business performance analysis, authorizing or not projects initiation
or continuance at predefined phase gates, efficient distribution of organization's resources to
               achieve maximum results in terms or strategic achievements.
              Performance Competence
                                                                    • Responsibility:
                         Initiating
                                                                        – Strategic management of portfolio components (projects and programs)
                          10
                                                                        – Assessment and monitoring of business and financial performance
                          5                                             – Authorizes and manages portfolio components relationships and
  Closing                                          Planning
                                                                          dependencies, as well as overall integration and issues resolution
                          0
                                                                        – Ensures distribution of organizational resources between components.
                                                                    • Authority:
  Monitoring and
   Controlling
                                             Executing                  –   Coordinates project, program and line managers within the portfolio area
                                                                        –   Has autonomy with portfolio limits, reporting to an executive committee
                                                                        –   Negotiates projects initiation based on performance and resources
                   Personal Com petence
                         Communicating
                            10
                                                                        –   Institutes adequate controls for underlying programs and projects
                                                                        –   Proposes enhancements to portfolio management methodology/framework
Professionalism                                          Leading
                                5
                                                                    • Competence:
                                0                                       – Project, program and portfolio management methodology and framework
                                                                        – Business acumen with strong strategic visioning and tactical planning
 Effectiveness                                           Managing
                                                                        – Objective decision-making ability, based on strategic objectives priority,
                         Cognitive Ability
                                                                          business performance analysis and resources availability
                                                                        – Strong communication, negotiation and influencing capabilities
                                                                                                                                                       55
Summary
The Framework

• The PMCD Framework defines the Performance and
  Personal Competencies required for a competent
  project manager.
• The PMCDF-Second Edition was developed to
  provide both individuals and organizations with
  guidance on how to assess, plan and manage the
  professional development of a Project Manager
• Each person or organization should customize the
  framework to its own specific needs.
                                                     57
The Process

• Identify the target and specific competencies
  required for that position.
• Assess current level of competence, identify gaps,
  plan development, execute the competence
  development plan and then repeat the process.
• Use of the framework will provide a structured
  approach to the continuing journey of competence
  development for individuals as well as
  organizations.

                                                       58
Career Path
                                                                       E x e c u tiv e
   P M O M anager             P o r tfo lio M a n a g e r
                                                                      M anagem ent



    S M E P r o je c t
                                                                                                  Good
      M anager                P rogram M anager                    P ro je c t D ir e c to r
                                                                                                  luck!
                                                                     O rg a n iz a tio n a l
                             S r . P r o je c t M a n a g e r
                                                                      M anagem ent



   O rg a n iz a tio n a l
                               P r o je c t M a n a g e r
    M anagem ent
                                                                                                   P
                             J r . P r o je ct M a n a g e r     P r o je c t C o n tr o lle r
                                                                                                   M
                                                                                                   C
      T e c h n ic a l
       L e a d e rs
                                 P r o je c t L e a d e r       P ro je c t C o o r d in a to r    D
                                                                                                   F
     A d m in sta ff           P r o je c t A ssista n t
Questions?



               George Jucan

      gjucan@opendatasys.com




                               60

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George Jucan: Using PMCDF to Advance One's Career

  • 1. Using PMCDF to Advance One's Career Presented by: George Jucan, MSc PMP MPM Core Team member for PMCDF Second Edition South Western Ontario Chapter - Symposium 2011 Project Management: A Global Perspective
  • 2. PMI Standards Projects • A Guide to the Project Management Body of Knowledge (PMBOK® Guide)- Fourth Edition • Practice Standard for Project Risk Management • Construction Extension to the PMBOK® Guide Third Edition • Government Extension to the PMBOK® Guide Third Edition • Practice Standard for Earned Value Management • Practice Standard for Project Configuration Management • Practice Standard for Work Breakdown Structures- Second Edition • Practice Standard for Scheduling Programs • The Standard for Program Management- Second Edition People • Project Manager Competency Development Framework - Second Edition Organizations • Organizational Project Management Maturity Model (OPM3®)- Second Edition • The Standard for Portfolio Management- Second Edition 2
  • 3. Alignment with PMI Standards PMBOK® Guide Third Edition PMP® Role Delineation Study and PMCD Framework Career Framework First Edition Project Manager Competency Program/ Portfolio Development Combined Management Standards Framework Standards Glossary/ PM Lexicon PMP® PMI Code of Examination Specification Professional Conduct OPM3® 3
  • 4. PMCDF - Second Edition Vision: We provide the basis for individuals and organizations to raise their competence in Project Management and raise the level of professionalism within PMI 4
  • 5. Target Audience • Project Managers • Managers of project managers • Members of a Project Management Office • Managers responsible for establishing and developing Project Manager competence • Educators teaching project management and other related subjects • Trainers developing project management educational programs • Consultants in project/program management • Human Resource teams • Senior Management 5
  • 6. PMCDF Overview • Provide support to individuals and organizations • Provide guidance for the assessment of Project Managers who: – Demonstrated necessary project management knowledge by passing a suitable exam (e.g. PMP) – Are able to provide evidence of performance and personal competence – Have 3-4 years of project management experience • Based on a generic project manager (industry agnostic) • Supported by data from PM Role Delineation Study 6
  • 7. Project Management Competence
  • 8. What is “Competence”? • Merriam-Webster : The quality or state of […] having requisite or adequate ability or qualities. • Cambridge: Having the skills or knowledge to do something well enough to meet a basic standard. • Oxford: The quality or extent of […] having the necessary skill or knowledge to do something successfully. • Wikipedia: Competence is a standardized requirement for an individual to properly perform a specific job. It encompasses a combination of knowledge, skills and behaviour utilised to improve performance. More generally, competence is the state or quality of being adequately or well qualified, having the ability to perform a specific role. 8
  • 9. PMCDF Definitions Project management competence is the demonstrated ability to perform activities within a project environment that leads to expected outcomes based on defined and accepted standards. A competent project manager consistently applies his/her knowledge, skills and personal characteristics to deliver projects that meet stakeholders’ requirements. 9
  • 10. Dimensions of PM Competence • Knowledge - what the project manager knows about the application of processes, tools and techniques to project activities. • Performance - how the project manager applies project management knowledge to meet the project requirements. • Personal - how the project manager behaves when performing activities within the project environment; their attitudes and core personality characteristics. 10
  • 11. Knowledge Competence • What a person knows about project management discipline and how projects should be planned, executed and controlled • Required knowledge is defined by the PMP® Examination Specification • A project manager demonstrates knowledge by passing an appropriately credentialed assessment (e.g. PMP®) 11
  • 14. Performance Competence • What is the person able to do by applying their project management knowledge • Project manager’s performance can be demonstrated by assessing project related outcomes • The ultimate evidence is successful delivery of projects • A competent project manager can provide evidence of compliance with defined performance criteria 14
  • 15. Structure 5 Units 34 Elements 131 Competence Criteria One to one mapping between Competence Criteria and Evidences 15
  • 16. Alignment Units: Defined by PMP Examination Specification (Performance Domains) Elements: Aligned with the PMP Examination Specification (outcomes the PM should deliver) Criteria: Defined by the PMCDF update team using the 2003 document and the PMP Exam Spec (specific actions to achieve desired outcomes) Evidences: Defined by the PMCDF update team (material results of PM actions) 16
  • 17. Units of Performance Competence Initiating: authorize and define the scope of a new project. Planning: define and mature the project scope, develop the project management plan, and identify and schedule the project activities. Executing: performing the work defined in the project management plan to accomplish the project objectives under the project scope statement. Monitoring and Controlling: compare actual performance with planned performance, analyze variances, assess trends to effect process improvements, evaluate possible alternatives and implement appropriate corrective action as needed. Closing: formally terminate a project and transfer the completed product to operations or to close a cancelled project. 17
  • 18. Performance Competence Elements Monitoring & Initiating a Project Planning a Project Executing a Project Closing a Project Controlling a Project Project outcomes Project aligned with Project scope agreed Project goals Project tracked and accepted by all organization objectives to address project achieved through status communicated to stakeholders and customer deliverables effective project plan relevant stakeholders needs execution Project formally Project schedule Change is managed closed Scope statement reflects developed Project stakeholders’ organization and expectations managed Quality controlled Project resources customer needs and Cost management plan successfully released expectations developed Risks managed to Human resources ensure minimized Stakeholder High level risks/ Project Team identified available when impact on project perceptions assumptions/ with agreed roles and required outcomes measured and constraints responsibilities are understood Tasks successfully Project team managed analyzed Communication completed as planned Key stakeholders activities approved Sellers managed needs are understood Quality managed Quality planned Draft project charter Material resources available Risk plan approved available as required Project charter approved Change management processes established Materials procured Approved project plan 18
  • 19. Criteria and Evidences Element High level risks, assumptions and constraints are understood Performance Criteria Types of evidence .1 Establishes the project’s high Documented assumptions level assumptions and and constraints Constraints Documented list of .2 Identifies and analyses analyzed high level risks the project’s high level risks reviewed with key stakeholders Performance Criteria Types of Evidence
  • 21. Personal Competence • Personal Competencies are those behaviors, attitudes and core personality characteristics that contribute to a person’s ability to manage projects. • Personal competence enable the project manager to effectively use knowledge and performance competencies • Demonstrated by how the person behaves while delivering the project 21
  • 22. Structure 6 Units 30 Elements 134 Competence Criteria One to many mapping between Competence Criteria and Evidences 22
  • 23. Alignment Units: Derived from 2003 PMCDF, Code of Ethics and Professional Conduct and PMP Examination Specification Elements: Derived from 2003 PMCDF, PMBOK, PMP Exam Specification, Code of Ethics and Professional Conduct Criteria: Defined by the PMCDF update team using the 2003 document, PMBOK, PMP Exam Spec and Code of Ethics and Professional Conduct Evidences: Defined by the PMCDF update team (material results that demonstrate, alone or in conjunction with other evidences, the presence of the desired behavior) 23
  • 24. Units of Personal Competence Communicating: Effectively exchanges accurate, appropriate and relevant information with stakeholders using suitable methods. Leading: Guides, inspires and motivates team members and other project stakeholders to manage and overcome issues to effectively achieve project objectives. Managing: Effectively administers the project through deployment and use of human, financial, material, intellectual and intangible resources. Cognitive Ability: Applies an appropriate depth of perception, discernment and judgment to effectively direct a project in a changing and evolving environment. Effectiveness: Produces desired results by using appropriate resources, tools and techniques in all project management activities. Professionalism: Conforms to an ethical behavior governed by responsibility, respect, fairness and honesty in the practice of project management 24
  • 26. Criteria and Evidences Element Actively listens, understands and responds to stakeholders Survey results from stakeholders Documented observations 1 Actively listens from communication Documented feedback on empathy and understanding towards others point of view Performance Criteria Types of Evidence
  • 27. Developing Competence As A Project Manager
  • 29. Supporting Competencies • PMI Standards are “applicable to most projects most of the time”, so they must be generic • PM also needs technical skills that are particularly relevant to that industry or covered by specific domain, regulatory or legal requirements • To be successful in an organizational context the PM also needs to understand the corporate culture, environment, politics etc. 29
  • 31. Competence Assessment • Performed by the individual or by the organization (e.g. by PMO or management) • Based on evidences against the PMCD Framework performance criteria • Could use different levels of detail for each competence area (unit, element or criteria) • The organization may prescribe qualitative, quantitative and interpretative methods to be used • When using a holistic approach, strength in one area could obscure one or more gaps in other areas 31
  • 32. Assessment Rigor • Low Rigor – typically involves casual self-assessment, or informal assessment against the competence criteria. • Medium Rigor – more detailed, usually done by a manager or peer, adding external feedback to individual’s perspective to create a 360º view. • High Rigor – in-depth assessment, usually performed by qualified independent assessors, involving analysis of several recent projects to gather relevant evidence. 32
  • 33. Assessment Example Personal Competencies Score Communicating 8.00 Leading 7.00 Managing 5.00 Builds and maintains the project team 5.00 Plans and manages for project success in an organized manner 7.00 Resolves conflict involving project team or stakeholders 3.00 Cognitive Ability 7.00 Effectiveness 4.75 Resolves project problems 8.00 Maintains project stakeholder involvement, motivation and support 4.00 Changes at the required pace to meet project needs 5.00 Uses assertiveness when necessary 2.00 Professionalism 9.00 33
  • 34. Assessment Example Personal Competencies Score Communicating 8.00 Leading 7.00 Managing 5.00 Cognitive Ability 7.00 Effectiveness 4.75 Professionalism 9.00 Communicating 10 8 6 Professionalism Leading 4 2 0 Effectiveness Managing Cognitive Ability 34
  • 35. Assessment Example Element 6.1: Actively listens, understands, and responds to stakeholders Performance Criteria Types of Evidence Status Comments .1 Actively listens Survey results from stakeholders medium no complaints, but no positive feedback either Documented observations from communication good not interrupting others while speaking, nodding to show understanding Documented feedback on empathy and low often focused on the words, missing the emotions understanding towards others point of view reflected by the voice .2 Understands explicit Documented observations from communication medium rephrasing stakeholders messages to demonstrate and implicit content of understanding typically generates agreement communication Documented confirmation that messages were very good almost no situation when a stakeholder needed to received and understood repeat the message to clarify misunderstandings .3 Responds to and acts Documented responses to issues important to good issue log maintained accurate and timely upon expectations, others (i.e. Issues Log) concerns and issues Change requests very low no documentation on change requests, their analysis and results Survey results from stakeholders medium no complaints, but no positive feedback either 35
  • 36. Development Plan • Individual strengths and areas to be addressed • Prioritized development areas • Using different methods: – Mentoring – Coaching – Peer to peer – Role playing – On the job training – Formal training – PMI Education programs 36
  • 38. Execute Plan The project manager needs to execute this plan just as a project manager would execute any project plan. • Plan owned by the PM • Medium and long term goals • Targets and milestones • In parallel with project work • Engage support from others • Monitor progress and take corrective actions 38
  • 40. Evaluate Plan • Iterative process to develop competence as a project manager • Each iteration of the Competence Development Plan should be treated as a project in itself. • As with any project there needs to be a formal review of plan’s success • Lessons learned and action items 40
  • 41. Evaluate Plan Questions that need to be asked include: – Was the plan suitable? – Did the plan deliver the outcomes needed? – Was there sufficient support for the development plan? – Were there activities that should have provided better outcomes? – Can others now use the same plan? 41
  • 42. A Guide to the Top
  • 43. Career Path E x e c u tiv e P M O M anager P o r tfo lio M a n a g e r M anagem ent S M E P r o je c t M anager P rogram M anager P ro je c t D ir e c to r O rg a n iz a tio n a l S r . P r o je c t M a n a g e r M anagem ent O rg a n iz a tio n a l P r o je c t M a n a g e r M anagem ent J r . P r o je ct M a n a g e r P r o je c t C o n tr o lle r T e c h n ic a l P r o je c t L e a d e r P ro je c t C o o r d in a to r L e a d e rs A d m in sta ff P r o je c t A ssista n t 43
  • 44. Project Assistant Performs routine tasks like updating the schedule, monitoring people’s availability, centralize and monitor costs and so on. Usually evolves in a project coordinator role. • Responsibility: Performance Competence Initiating – Collects and archives project forms (NDAs, copyright, technical setup etc) 10 – Collects and centralizes regular status reports, time sheets, expenses etc. 5 – Maintains project documents repository Closing Planning 0 – Other project administration tasks • Authority: Monitoring and Executing – Always under the guidance and supervision of the Project Manager Controlling – Can initiate recurring tasks of pre-defined repetitive activities (e.g. call for status reports, timesheets or expenses) Personal Com petence Communicating 10 – Cannot take decisions without the Project Manager Professionalism 5 Leading • Competence: – General exposure to Project Management principles 0 – Organized, detail oriented Effectiveness Managing – Good communication skills for interaction with team members Cognitive Ability 44
  • 45. Project Coordinator Without extensive experience and usually without formal project management training, a project coordinator handles sub-projects or simple independent projects under supervision, mostly acting in a facilitation and reporting capacity. • Responsibility: Performance Competence – Coordinates and monitors tasks execution and progress Initiating 10 – Provides consolidated status reports to the PM – Facilitates work by resolving minor team member issues 5 Closing Planning – Escalates to the PM risks and issues with potential significant impact 0 – Monitors project costs and resource usage • Authority: Monitoring and Controlling Executing – Activates under the supervision of a project or organizational manager – Manages detailed activities in sub-projects or small projects – Assigns tasks to team members and require progress reports Personal Com petence Communicating – Can implement corrective actions for small project deviations 10 • Competence: Professionalism 5 Leading – General knowledge of Project Management principles and methodology 0 – Knowledge of project scheduling and monitoring tools – Understanding of quality and cost control processes Effectiveness Managing – Ability to organize the work for self and others Cognitive Ability – Good communication skills for interaction with team members 45
  • 46. Project Leader A technical expert that might have no formal project management training, able to deliver good products but not always achieve project success – in most cases because deficiencies in the interaction with stakeholders leads to scope creep or gold-plating. • Responsibility: Performance Competence – Participates in project planning and estimating Initiating 10 – Coordinates and monitors tasks execution and progress – Provides consolidated status reports to the PM 5 Closing Planning – Provides technical support to team members 0 – Escalates to the PM risks and issues with potential significant impact • Authority: Monitoring and Controlling Executing – Activates under the supervision of a project or organizational manager – Has autonomy in managing end-to-end sub-projects or small projects – Has authority to assign tasks to team members and require progress reports Personal Com petence Communicating – Can implement corrective actions for small project deviations 10 • Competence: Professionalism Leading 5 – Expert level in the project technical area 0 – General understanding of Project Management principles – Knowledge of work estimating techniques Effectiveness Managing – Ability to organize the work for self and others Cognitive Ability – Basic leadership and general management skills – Basic communication and negotiation capabilities 46
  • 47. Project Controller With formal training in project management and/or specific areas (mostly scheduling, cost and risks) performs a monitoring and control function of specific project perspective(s). • Responsibility: Performance Competence – Collects, analyses and interprets performance data Initiating 10 – Monitors tasks execution and progress – Provides consolidated status reports to the PM 5 Closing Planning – Escalates to the PM risks and issues with potential significant impact 0 • Authority: – Activates under the supervision of a project manager Monitoring and Controlling Executing – Ensures collection, processing and approval processes – No direct authority over project staff Personal Com petence • Competence: Communicating 10 – General knowledge of Project Management principles and methodology – Knowledge of project scheduling and monitoring tools Professionalism 5 Leading – Understanding of quality and cost control processes 0 Effectiveness Managing Cognitive Ability 47
  • 48. Junior Project Manager Typically having formal project management training but not extensive experience, a junior project manager handles autonomously small independent projects, usually under the guidance or mentorship of a more senior project manager. • Responsibility: Performance Competence – Performs overall project planning based on predefined Charter Initiating 10 – Defined, estimates and schedules project work to achieve the scope Coordinates and monitors tasks execution and progress 5 Closing Planning – Provides consolidated status reports to stakeholders 0 – Takes corrective actions as required to keep the project on track • Authority: Monitoring and Controlling Executing – Reports to a project executive or sponsor, normally mid or high management – Has autonomy over project team within chartered boundaries – Can negotiate scope, resources and schedule changes with stakeholders Personal Com petence Communicating 10 – Assigns tasks to team members and manages work – Implements corrective actions for small project deviations Professionalism 5 Leading • Competence: 0 – Knowledge of Project Management principles and methodology Effectiveness Managing – Knowledge of project scheduling and monitoring tools – Understanding of quality and cost control processes Cognitive Ability – Stakeholders management through negotiation and conflict resolution – Good communication skills for interaction with team members 48
  • 49. Project Manager Even if "all scope, in time and within budget" target remains sometimes out of reach, a project manager has the tools, knowledge and experience to drive the project toward project success by applying appropriate techniques and behaviors. • Responsibility: Performance Competence – Performs overall project planning based on predefined Charter Initiating 10 – Defined, estimates and schedules project work to achieve the scope – Manages, monitors and forecasts project execution 5 Closing Planning – Takes corrective actions as required to keep the project on track. 0 – Ensures effective communication with internal and external stakeholders – Projects lifecycle improvement through lessons learned, project archives, etc. Monitoring and Controlling Executing • Authority: – Manages end-to-end tactical projects of various size – Has authority over the project team as defined in the project charter Personal Com petence Communicating 10 – Reports to a project executive or sponsor, normally mid or high management – Has autonomy within project boundaries Professionalism 5 Leading – Can negotiate scope, resources and schedule changes with stakeholders 0 • Competence: – In-depth knowledge of PM methodology, tools and techniques Effectiveness Managing – Leadership and general management skills Cognitive Ability – Stakeholders communication, negotiation, influencing, persuasion, etc – Consistent professional behavior in all activities 49
  • 50. Senior Project Manager Manage complex projects based on sound methodological knowledge as well as advanced people skills, seeking project’s alignment to business needs even beyond chartered scope statement and realistically adjusting predefined organizational processes and policies. • Responsibility: Performance Competence – Involved in projects initiation and strategic project alignment Initiating 10 – Guides, mentors and/or performs project planning for all knowledge areas – Takes corrective actions as required to deliver complete scope, at desired 5 Closing Planning quality, in time and within budget 0 – Process and methodological improvement • Authority: Monitoring and Controlling Executing – Manages end-to-end strategic projects, large in scope, budget and team – Reports to an organizational manager or a program/portfolio manager. – Coordinates project leaders or coordinators assigned to deliver subproject of Personal Com petence Communicating a complex project managed by the senior project manager 10 – Proposes changes to the PM methodology, framework or best practices Professionalism 5 Leading • Competence: 0 – Expert knowledge of PM methodology, tools and techniques (typically PMP) – Advanced leadership and general management skills Effectiveness Managing – Advanced communication, negotiation, conflict resolution capabilities – Understanding of organizational environment and project’s alignment to Cognitive Ability corporate objectives 50
  • 51. Project Director Coordinates a number of projects (and their corresponding project managers), usually acting on behalf of an executive or project sponsor, or of the client or user community group. Typically focused on feasibility and efficiency, also requires significant PM knowledge • Responsibility: Performance Competence – Projects initiation and strategic project alignment Initiating 10 – Guides, mentors and/or coordinates project managers – Ensures alignment with business objectives and needs 5 Closing Planning – Process and methodological improvement 0 • Authority: – Coordinates multiple projects from a strategic perspective Monitoring and Controlling Executing – Reports to an executive or a program/portfolio manager. – Ensures stakeholders expectations management, including contractual negotiations and performance Personal Com petence Communicating – Proposes changes to the PM methodology, framework or best practices 10 • Competence: Professionalism 5 Leading – Demonstrated understanding of organizational environment and projects’ 0 alignment to corporate objectives – Advanced leadership and general management skills Effectiveness Managing – Advanced communication, negotiation, conflict resolution capabilities Cognitive Ability – Knowledge of PM methodology, tools and techniques 51
  • 52. SME Project Manager Typically part of a PMO, has advanced overall project management knowledge (PMP) and demonstrated expertise in one or more specialized areas such as methodologies, cost control, scheduling, projects and processes quality improvement. • Responsibility: Performance Competence – Guides, mentors and/or coordinates project managers Initiating 10 – Process and methodological improvement – Participates in organizational process improvement 5 Closing Planning 0 • Authority: – Defines and/or approves changes to the PM methodology, framework or Monitoring and Controlling Executing best practices – Approves methodology adjustments for specific projects Personal Com petence Communicating 10 • Competence: – Advanced knowledge of PM methodology, tools and techniques Professionalism 5 Leading – Expertise in one or more knowledge areas 0 – Ability to coach, mentor, train other project managers Effectiveness Managing Cognitive Ability 52
  • 53. PMO Manager Combining organizational and project management knowledge the PMO Manager ensures development, application and advancement of project management principles, methodology and framework throughout the enterprise. • Responsibility: Performance Competence – Manages members of the PM Office Initiating 10 – Guides, mentors and/or coordinates project managers – Negotiates with executives the role and responsibilities of PMO in 5 Closing Planning organization 0 – Participates in organizational process improvement • Authority: Monitoring and Controlling Executing – Time and activities assignment of PMO members – Endorses or approves projects initiation – Approves changes to the PM methodology, framework or best practices Personal Com petence Communicating – Approves methodology adjustments for specific projects 10 • Competence: Professionalism Leading 5 – Organizational management abilities 0 – Advanced knowledge of PM methodology, tools and techniques – Ability to manage, coach, mentor, train other project managers Effectiveness Managing – Advanced communication skills in negotiation, influencing, persuasion Cognitive Ability etc 53
  • 54. Program Manager As typically considered still a tactical role it requires solid project/program management knowledge, but also the ability to understand the business objectives that program has to achieve, and its alignment within the overall organizational strategy Performance Competence • Responsibility: Initiating – Ensure alignment of subordinated projects with business objectives 10 – Prioritization and assignment of shared resources to program components 5 – Assessment and monitoring of projects business and financial performance Closing Planning – Monitors program components relationships and dependencies, as well as 0 overall integration and issues resolution • Authority: Monitoring and Controlling Executing – Coordinates the PMs delivering individual projects within the program – Has autonomy within the program boundaries, under the guidance of an organizational executive or of a portfolio manager Personal Com petence Communicating – Negotiates scope and schedule adjustments within reporting structure 10 – Process and methodological tailoring to better fit program's particularities Professionalism 5 Leading • Competence: 0 – Expert knowledge of project and program management methodology, tools and techniques Effectiveness Managing – Strong tactical planning and leadership skills Cognitive Ability – Strong communication, negotiation, conflict resolution capabilities – Advanced understanding of corporate environment and objectives 54
  • 55. Portfolio Manager Mostly concerned with business performance analysis, authorizing or not projects initiation or continuance at predefined phase gates, efficient distribution of organization's resources to achieve maximum results in terms or strategic achievements. Performance Competence • Responsibility: Initiating – Strategic management of portfolio components (projects and programs) 10 – Assessment and monitoring of business and financial performance 5 – Authorizes and manages portfolio components relationships and Closing Planning dependencies, as well as overall integration and issues resolution 0 – Ensures distribution of organizational resources between components. • Authority: Monitoring and Controlling Executing – Coordinates project, program and line managers within the portfolio area – Has autonomy with portfolio limits, reporting to an executive committee – Negotiates projects initiation based on performance and resources Personal Com petence Communicating 10 – Institutes adequate controls for underlying programs and projects – Proposes enhancements to portfolio management methodology/framework Professionalism Leading 5 • Competence: 0 – Project, program and portfolio management methodology and framework – Business acumen with strong strategic visioning and tactical planning Effectiveness Managing – Objective decision-making ability, based on strategic objectives priority, Cognitive Ability business performance analysis and resources availability – Strong communication, negotiation and influencing capabilities 55
  • 57. The Framework • The PMCD Framework defines the Performance and Personal Competencies required for a competent project manager. • The PMCDF-Second Edition was developed to provide both individuals and organizations with guidance on how to assess, plan and manage the professional development of a Project Manager • Each person or organization should customize the framework to its own specific needs. 57
  • 58. The Process • Identify the target and specific competencies required for that position. • Assess current level of competence, identify gaps, plan development, execute the competence development plan and then repeat the process. • Use of the framework will provide a structured approach to the continuing journey of competence development for individuals as well as organizations. 58
  • 59. Career Path E x e c u tiv e P M O M anager P o r tfo lio M a n a g e r M anagem ent S M E P r o je c t Good M anager P rogram M anager P ro je c t D ir e c to r luck! O rg a n iz a tio n a l S r . P r o je c t M a n a g e r M anagem ent O rg a n iz a tio n a l P r o je c t M a n a g e r M anagem ent P J r . P r o je ct M a n a g e r P r o je c t C o n tr o lle r M C T e c h n ic a l L e a d e rs P r o je c t L e a d e r P ro je c t C o o r d in a to r D F A d m in sta ff P r o je c t A ssista n t
  • 60. Questions? George Jucan gjucan@opendatasys.com 60