Transcript
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Project Prioritization Process

Prioritize your organization’s projects toeffectively focus resources where they’ll count

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Big Picture Thinking: Focus and Cost Savings Combined

CCI offers an opportunity to focus your organization’s resources on only those initiatives that matter most, reducing your organization’s costs in the process

From this short, cost-limited engagement you will gain:

• Consensus among stakeholders on your current environment, including key business goals and your current project portfolio

• Insight into how current and planned projects contribute to critical business success

• Endorsement of a rationalized project queue that enables you to focus on the most important initiatives and avoid unnecessary costs

• Commitment among key leaders and stakeholders across organizational boundaries on the path forward

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What You Get

The Experience

Facilitation – neutral, experienced consultants guide your stakeholders toward shared insight into your current environment

Partnership – unbiased participation fosters open discussion among key resources and stakeholders.

Expertise – focused analysis of your project portfolio employs tools synthesized from over 35 years of project experience

Value – well-vetted action plan enabling your leadership to successfully focus on a short list of critical initiatives and defer projects that can wait.

The Deliverables

A diagnosis summary – An overview of the ‘As Is’ landscape of project initiatives and current business drivers

A Portfolio Prioritization Matrix - An inventory of your projects, set against your organization’s short- and long-term strategic, financial, and tactical goals, including gaps and overlaps

A Portfolio Phasing Map – A prioritized mapping of your organization’s initiatives derived from working sessions with key constituents

A Recommended Path Forward – Vetted recommendations on portfolio phasing, gaps, cost avoidance opportunities, and next steps, including reusable tools for future analysis and planning

You Will Experience Immediate Impact with CCI on Your Team

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Week 0 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6

Key

Activities

Key Meetings

4. Planning:

Drive toward

commitment to

recommended

action plan

3. Prioritization:

Determine

priorities & phasing

in partnership with

key stakeholders

2. Synthesis:

Analyze project

portfolio against

key criteria

1. Discovery:Understand current

environment, goals and project portfolio

Recommended path forward

Timing

Key

Steps

Outcome

Timing

• Working with constituents to

identify prioritization criteria

• Providing a synthesized view of

what we’ve learned, including

an overview of your current

environment, key risks, near

term goals, long term vision

• Assembling a comprehensive

list of projects underway,

planned, and envisioned for the

future, with key business case

data, as available

• Citing areas of

agreement/disagreement

among key constituents

• Working with constituents to

rank projects according to

identified criteria

• Delivering

recommendations for top

priority projects, and next

steps in the decision-

making process

• Delivering findings,

prioritized project listing,

analysis tool kits, and

recommendations

• Engaging with your key leaders

and stakeholders to understand

your organization’s current state

and future goals.

• Collecting and analyzing salient

data, including org charts,

budgets, project lists, business

cases, etc.

Consensus among stakeholders

on ‘As Is’ status

Objective insight into relative

value of the project portfolio

Common endorsement about

‘the critical few’ initiatives and the

initiatives to be deferred

Shared commitment for

the way forward

Deliverables Diagnosis Summary Portfolio Prioritization Matrix

Stakeholder Interviews Initial Findings workshop End presentationPortfolio Prioritization working

sessions

DeliveryAnalysisDiscovery

Portfolio Phasing Map

What We Do

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Overview of Key Deliverables

Deliverable Description

Diagnosis Summary • Shows initial assessment of ‘As Is’ landscape, including key issues to be analyzed, and potential scoping options

• Summarizes stakeholder near-team goals and challenges• Summarizes stakeholder priorities and expectations from the project portfolio

and what the project portfolio plans to deliver in reality

Portfolio Prioritization Matrix • Consolidates and values priority ranking criteria• Identifies key project initiatives that meet critical business needs as well as gaps

and overlaps• Identifies project initiatives that are not driven by critical business needs

Portfolio Phasing Map • Shows tentative phasing based upon business drivers• Used as discussion document for key constituents to openly discuss priorities

and cost savings opportunities

Recommended Path Forward • Summarizes key findings, gaps identified, business-critical project initiatives, cost avoidance opportunities, portfolio roadmap, and recommended actions to re-prioritize the project portfolio

• Includes re-useable tools for future analysis and planning

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Why Cliff Consulting?

CCI consultants will facilitate the conversation to bring together disparate opinions in open dialogue and find common ground on the way forward

CCI has a proven track record in reprioritization of its clients’ project portfolios, achieving

• Significant cost avoidance and cost reduction in the near term

• A focus on critical business needs for the long term

CCI consultants partner with their clients in achieving results, empowering their clients to re-use the process themselves

CCI consultants have an average of 15 years experience in similar projects, supported by a firm with over 35 years of delivering high value services to a broad range of organizations

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We’re Here to Help

For further information, please contact us!

[email protected]

510-530-7751


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