the road to alignment: take the path forward to strategic alignment 
DESCRIPTION
Cloud Portfolio Management For Visibility & Alignment -Project Portfolio Management (PPM) -Application Portfolio Management (APM) -Agile Portfolio Management -Resource Management -Predictive Portfolio Analysis (400+ Customers – Healthcare, Education, Technology, Retail, Government, and Financial Services) TRANSCRIPT
The Road To Alignment
Take the Path Forward
to Strategic
Alignment
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Today’s Presenters
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Kristyn Medeiros, PMP, ITIL, Certified Scrum Master, Six Sigma • Sr. Solutions Consultant, Innotas • Project Management for Johnson &
Johnson, Sandia National Labs, Others
Mark Mullaly, PhD, PMP • President & Chief Organizational Therapist,
Interthink Consulting Incorporated
• SME Strategy Development & Execution
Prioritization Is Theoretically Simple…
Identify
Projects
Rank
Results
Define
Criteria
Score
Opportunities
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…And Practically Complex
clarity agreement commitment
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Critical Challenge Of Making Choices
• Any Planning Process Will Identify More Opportunities Than Capacity Exists To Manage – Finances
– People
– Capacity to change
• Making Choices Is About Operationalizing Strategy – Being clear about desired outcomes
– Thoroughly testing commitment to core principles
– Assessing intention to realize desired future state
– Defining what will not be done in favour of what will
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Principles Of Prioritization Criteria
• Well Designed Prioritization Criteria Should:
– Emphasize what is most important for the future of the organization
– Reinforce what most needs to change
– Identify those attributes that are most important for work being considered
– Provide sufficient guidance and detail to choose what to do and what not to do
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Why Prioritization Sometimes Fails
• Ineffective criteria – Inappropriate level of detail – Focus of criteria is on the wrong priorities – Lack of clarity on what the criteria mean – Lack of relevance of the criteria to what is important
• Politics – Political imperatives not aligned with vision/desired future state
• Agendas – Individual priorities are different from organizational ones
• Expectations – There are too many expectations defined – There is an unwillingness to make hard choices about what won’t get done
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Establishing Prioritization Criteria
• Prioritization Criteria: – The key factors that influence the relative value of a project – The attributes a project must demonstrate currently
• Developed Based On Current Strategies – As strategies change, criteria need to also change – Requires business agility
• Different Categories Will Require Different Criteria
– You cannot prioritize all projects using the same criteria
• Not All Criteria May Have Equal Influence
– Weighting determine overall impact of factor – Multiplier of score for each project
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Evaluating Priorities
• Objective Evaluation – Ranking based upon prioritization criteria/scorecard – Separate ranking for each category of projects – Identification of priorities within funding thresholds
• Subjective Evaluation – Follow-up validation of scorecard results
• Group review to confirm understanding/agreement
– Confirm interdependencies/enabling projects are captured – Means of focusing discussions
• Recognize political imperatives • Identify and resolve differences of opinion
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Evaluating Priorities - Objective
• Each Opportunity Is Categorized
• Each Opportunity Is Ranked By Each Team Member
• Individual Scores Are Summarized
• Review Of Summary Results – Minimum – Maximum – Average – Standard Deviation
• Key Variances Are Discussed – Establish consensus scoring
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Evaluating Priorities - Subjective
• Recognition Of Delivery Challenges – Capacity to deliver – Focus of effort – Impact on the organization
• Recognition Of Political Priorities – Initiatives that may be politically a priority – Even if not objectively a priority based upon criteria
• Recognition Of Necessary Investment – Consideration of risk of prolonged neglect/lack of focus in
some areas
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Seeking Alternatives
• How Could You Do The Project Differently? – Pushing the boundaries of the organization – Pushing the boundaries of the solution
• We Tend To Define Opportunities In The Extremes – Do nothing – Do everything
• What Could We Do If We Had To?
• How Would We Do It? 12
The Challenges Of Moving Forward
• Ensuring Alignment Of Projects & Strategy Is Critical – It is also hard work
• Critical Requirements Include: – Commitment to adhere to a process
– An understanding of capacity (financial and people)
– Mechanisms to track and manage through the process • Identifying opportunities
• Managing prioritization
• Assessment of capacity
• Determination of commitments
– Robust way of managing changes and testing alternatives
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Cloud Portfolio Management For Visibility & Alignment
Project Portfolio Management (PPM)
Application Portfolio Management (APM)
Agile Portfolio Management
Resource Management
Predictive Portfolio Analysis
Innotas Overview
“Leader” in Cloud PPM –
Three Years Running
“Leader” “Winner” in Project
Management Software “Top 10” - Three
Years Running
400+ Customers – Healthcare, Education, Technology, Retail, Government, and Financial Services
Contact Us
Innotas
• Phone: +1 866-692-7362
• For questions or a Demo, send an email to: [email protected]
• Twitter: @innotas
Mark Mullaly
• Phone: +1 416-971-3335
• Twitter: @markmullaly
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