w. r. long, p. eng., pmp - pmi new brunswick...
TRANSCRIPT
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
W. R. Long, P. Eng., PMP
1
A Stage Gating Process
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
2 Reference: Goggle Images, IOL
"Idea“333rocess
Graphics Credits: Goggle Images, PMI PMBOK, IOL IDEA Process
• L
Learning Point #1 – Why Stage Gate A Project Learning Point #2 – IDEA Stage Gating Process Learning Point #3 – How To Use IDEA
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
3
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Stage Gating (Phasing) – What Is It
• Effective, innovative project management tool
• Incorporates structured decision-making
• Aligns with funding / investment processes
• Conceptual / operational road map
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
4
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Stage Gating – When & Why
• As determined by Governance Model – Grants of authority ($)
– Commitment by the Organization (Executive Sponsor / Steering Committee)
– Strategic Alignment
• Approvals based on most current information – Business Case
– Risk Analysis
– Triple Constraints
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
5
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Stage Gates/ Life Cycles Project Type Pre-IDEA Investigate Develop Execute Achieve
IPA-FEL (Major project)
FEL1 Business Case
FEL2 Project Selected
FEL3 Project planning
FEL4 Execute Project
FEL5 Operational Integration
Acquisition Target Selection
Non binding offer
Offer Acceptance (Pre Close)
Integration Executed (Post Close)
Transition Complete (Value achieved)
IT Project Requirements Selection Configuration Programming Acceptance testing
Product Development
Envision / Plan Design Develop Test Launch
Building Construction
Conceptual Design
Schematic Design
Construction Documents
Construction Close Out
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
www.milkishoaks.ca
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
6
Gate Gate Gate
I Investigate
D Develop
E Execute
A Achieve
IDEA STAGE DELIVERABLES
Document Owners Inputs Outputs Inputs Outputs Inputs Outputs Inputs Outputs
Portfolio Group
(
Approved “I”
Form
“D” Form
Standard Financial Model
+/- 50%
Approved “D” Form
(with “I” Stage Output
Deliverables attached)
“E” Form
Standard Financial Model
+/- 10%
Approved “E” Form (with
“D” Stage Output
Deliverables attached)
“A” Form
Finalized Financials (Actual
vs. Budget)
Approved “A” Form
(with “E” Stage Output
Deliverables attached)
PMO Group
Resource
Summary
Resource
Summary
Resource
Summary
Resource
Summary
PMO Group
RASCI for PMO
Deliverables
Monthly Program Overview
Business Case
Master Schedule
Risk Report
Preliminary Scope)
Project Charter
Lessons Learned
Monthly Program Overview
Business Case
Master Schedule
Risk Report
Project Charter
Lessons Learned
Monthly Program Overview
Business Case
Master Schedule
Risk Report
Project Charter
Lessons Learned
Project Closeout
Monthly Program
Overview
Lessons Learned
Purchasing & Contract
Detailed Purchasing
Deliverables
Request for
Information (“RFI”)
(For Software/IT projects,
the RFP process may begin
in the “I” stage)
RFP Evaluation
Negotiate Scope of Work and
Terms & Conditions
Develop Statement of Work
Identify Long Lead Equipment
Purchases
Award Purchase Orders
and Contracts
Change Management
Organizational
Effectiveness Plan
Organizational Effectiveness
Plan
Organizational
Effectiveness Plan
Organizational
Effectiveness Plan
Knowledge &
Technology
(
IT Deliverables
High Level
Architecture Categorization
Business Process
Definition
IT Deliverables
Detailed
Architecture Categorization
Business Process
Definition
IT Deliverables
Architecture
Review
Business Process
Documentation
IT Deliverables
A
P
P
R
O
V
A
L
A
P
P
R
O
V
A
L
A
P
P
R
O
V
A
L
A
P
P
R
O
V
A
L
MA
ND
ATO
RY
(fo
r p
roje
ct c
od
e a
ctiv
ati
on
)
REC
OM
MEN
DED
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
www.milkishoaks.ca
7
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Why Projects Fail
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
8
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Why - Project Outputs
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
9
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Risk Vs. Value
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
10
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Influence & Cost Vs. Time
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
11
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Uncertainty Vs. Time
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
12
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Cost Vs. Time
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
13
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Risk Vs. Time
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
14
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
15
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
“I”nvestigate
– Standard financial model +/- 50%
– High level schedule
– Project resource summary
– Preliminary scope
– Preliminary risk report
– RASCI
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
16
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
17
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
“D”evelop
– Standard financial model +/- 10%
– Updated schedule
– Project resource summary
– Detailed scope
– Risk report
– RASCI
– KPI’s
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
18
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
19
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
“E”xecute
– Build, buy, program, sell, manage
– Updated schedule
– Project close out plan
– Transition Plan
– Actual to budget cost summary
– Monitor project KPI’s
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
20
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
“A”chieve
• “A”chieve Benefits
– Drive and monitor benefit realization
– Drive and monitor any longer term incremental improvements
– Set and imbed KPI’s
– Complete and institutionalize lessons learned
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
21
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
22
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
PMBOK & Phasing
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
23
• L
Learning Point #1 – Why Stage Gate A Project Learning Point # 2 – IDEA Stage Gating Process Learning Point #3 – How To Use IDEA
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
24
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Why – Project Life Cycle
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
25
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
WHAT- Stage Gates/ Life Cycles Project Type Pre-IDEA Investigate Develop Execute Achieve
IPA-FEL (Major project)
FEL1 Business Case
FEL2 Project Selected
FEL3 Project planning
FEL4 Execute Project
FEL5 Operational Integration
Acquisition Target Selection
Non binding offer
Offer Acceptance (Pre Close)
Integration Executed (Post Close)
Transition Complete (Value achieved)
IT Project Requirements Selection Configuration Programming Acceptance testing
Product Development
Envision / Plan
Design Develop Test Launch
Building Construction
Conceptual Design
Schematic Design
Construction documents
Construction Close Out
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
26
Gate Gate Gate
I Investigate
D Develop
E Execute
A Achieve
HOW - IDEA STAGE DELIVERABLES
Document Owners Inputs Outputs Inputs Outputs Inputs Outputs Inputs Outputs
Portfolio Group
(
Approved “I”
Form
“D” Form
Standard Financial Model
+/- 50%
Approved “D” Form
(with “I” Stage
Output Deliverables
attached)
“E” Form
Standard Financial Model
+/- 10%
Approved “E”
Form (with “D”
Stage Output
Deliverables
attached)
“A” Form
Finalized Financials (Actual
vs. Budget)
Approved “A” Form
(with “E” Stage
Output Deliverables
attached)
PMO Group
Resource
Summary
Resource
Summary
Resource
Summary
Resource
Summary
PMO Group
RASCI for PMO Deliverables
Monthly Program Overview
Business Case
Master Schedule
Risk Report
Preliminary Scope)
Project Charter
Lessons Learned
Monthly Program Overview
Business Case
Master Schedule
Risk Report
Project Charter
Lessons Learned
Monthly Program Overview
Business Case
Master Schedule
Risk Report
Project Charter
Lessons Learned
Project Closeout
Monthly Program
Overview
Lessons Learned
Purchasing & Contract
Detailed Purchasing
Deliverables
Request for
Information (“RFI”)
(For Software/IT projects, the
RFP process may begin in the
“I” stage)
RFP Evaluation
Negotiate Scope of Work and
Terms & Conditions
Develop Statement of Work
Identify Long Lead Equipment
Purchases
Award Purchase
Orders and
Contracts
Change Management
Organizational Effectiveness
Plan
Organizational Effectiveness
Plan
Organizational Effectiveness
Plan
Organizational
Effectiveness Plan
Knowledge &
Technology
(
IT Deliverables
High Level
Architecture Categorization
Business Process Definition
IT Deliverables
Detailed
Architecture Categorization
Business Process
Definition
IT Deliverables
Architecture
Review
Business Process
Documentation
IT Deliverables
A
P
P
R
O
V
A
L
A
P
P
R
O
V
A
L
A
P
P
R
O
V
A
L
A
P
P
R
O
V
A
L
MA
ND
ATO
RY
(fo
r p
roje
ct c
od
e a
ctiv
ati
on
)
REC
OM
MEN
DED
27
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
PMBOK & Phasing
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
28
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
SWAG- Scientific Wild Ass Guess
WAG – Wild Ass Guess
– .
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
How - Risk Management
29
A Stage Gating Process
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
30
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-674-0800 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
I.D.E.A
Milkish Oaks Inc. | 27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
www.milkishoaks.ca
31
27 Wellington Row | Saint John, N.B. | E2L 3H4 | Phone: 1-506-333-6281 | Fax: 1-506-636-0206
WWW.MILKISHOAKS.CA
Thank You W. R. Long, P. Eng., PMP
32