O RGANIZATIONAL P ROJECT M ANAGEMENT (OPM) & P ROJECT M ANAGEMENT (PM) M ETHODOLOGY Presented at FOSE 2014 by Larry Bull 14 May, 2014

Today’s Discussion and Learning Objectives What is a PM Methodology? What are OPM and OPM Methodology? Steps to Develop a Tailored PM Methodology What are Organizational-Enabling Processes? 2

PM STANDARD VS. PM METHODOLOGY 3

PM Standard vs. PM Methodology 4 A PM Standard is: What PM practices have been globally established for effective project management Developed by global SMEs Tactical – operational effectiveness Prescriptive – comprehensive set of practices for all projects PM Playbook – covers all aspects of PM; a platform for methodologies –PMBOK Guide® - IPE/MC A PM Methodology is: How PM practices are implemented for effective project management Developed by an organization Strategic – business performance Flexible – adaptive to fit changing project requirements PM Game Plan – fit to unique PM needs/circumstances of the organization –strategy, context, project types, complexity

WHAT ARE OPM AND OPM METHODOLOGY? 5

OPM Is: “OPM is a strategy execution framework utilizing portfolio, program and project management as well as organizational-enabling practices to consistently and predictably deliver organizational strategy leading to better performance, better results and a sustainable competitive advantage.” – Aligns the organization’s Strategy with the – Deployment (Portfolios) of priority strategic initiatives for – Delivery (Programs and Projects) of strategic business goals 6 “Organizational Project Management Described,” Organizational Project Management Maturity Model (OPM3®) – Third Edition. © 2013 Project Management Institute, Inc. All rights reserved.

Core Concepts of OPM 7 Figure 3.2. Relationship of Organizational Strategy and Portfolios, Programs, and Projects. Implementing Organizational Project Management: A Practice Guide. © 2014 Project Management Institute, Inc. All rights reserved.

Core Concepts of OPM 8 Figure 1-1. OPM Facilitates Efficiency between Project Management and Business Management Practices. Implementing Organizational Project Management: A Practice Guide. © 2014 Project Management Institute, Inc. All rights reserved.

OPM Methodology Is: OPM Methodology is the system of practices, techniques, procedures and rules for portfolio, program and project management an organization tailors or fits to its unique circumstances to optimize delivery of its strategy – Covers all types/forms of project – Aligns all stakeholders with strategy – Integrates with the business of the organization – Adapts to changes in organizational needs and circumstances – Focuses on optimum realization of strategic goals and benefits 9 Definition from Implementing Organizational Project Management: A Practice Guide. © 2014 Project Management Institute, Inc. All rights reserved.

Core Concepts of OPM (Methodology) 10 Figure 3-3. The OPM System of Organizational Strategy and Project Management. Implementing Organizational Project Management: A Practice Guide. © 2014 Project Management Institute, Inc. All rights reserved.

STEPS TO DEVELOP A TAILORED PM METHODOLOGY 11

Preparing for a Tailored PM Methodology ID project types/forms Review project performance and lessons learned ID unique characteristics of the organization that will govern PM delivery of business results – Mission, vision and strategy – Context/environmental characteristics – Change tolerance/readiness – Stakeholders in business integration – Other ? Perform GAP analysis of current and desired PM practices 12

Developing a Tailored PM Methodology 13 T AILOR M ETHODOLOGY C ONSTRAINTS RegulatoryTechnological EnvironmentalPolitical EconomicSocial R ESOURCES PMBOK® Guide Other Recognized Standards and Guides Techniques Human Financial O UTPUTS New or Revised Methodology New or Revised Templates New or Revised Business Processes I NPUTS Survey Results Existing Organizational Assets Documented Methodology Templates Policies Procedures Knowledge Base Organizational Structure and Context Project Types Figure 5-1. Methodology Tailoring Process. Implementing Organizational Project Management: A Practice Guide. © 2014 Project Management Institute, Inc. All rights reserved.

ORGANIZATIONAL-ENABLING PROCESSES 14

Core Organizational-Enabling Processes 15 Figure 4-1. Core Enabling Processes. Implementing Organizational Project Management: A Practice Guide. © 2014 Project Management Institute, Inc. All rights reserved.

Summary A PM Standard is WHAT PM practices have been globally established for effective project management A PM Methodology is HOW PM practices are implemented for effective project management OPM is a framework for deploying and delivering organizational strategy OPM Methodology fits OPM to an organization A PM Methodology tailors project delivery of organizational strategy to the unique needs of the organization Core Organizational-Enabling Processes strengthen implementation of OPM and a PM methodology 16

Review of Learning Objectives What is a PM Methodology? What are OPM and OPM Methodology? Steps to Develop a Tailored PM Methodology What are Organization-Enabling Processes? 17

QUESTIONS? 18

Some Good Resources Implementing Organizational Project Management: A Practice Guide, PMI PMBOK® Guide Fifth Edition, PMI Software Extension to the PMBOK® Guide, PMI Standard for Program Management Third Edition, PMI Standard for Portfolio Management Third Edition, PMI Organizational Project Management Maturity Model Third Edition, PMI Managing Change in Organizations: A Practice Guide, PMI Navigating Complexity: A Practice Guide, PMI Crawford, L., & Cooke-Davies, T.J. (2012). Best Industry Outcomes. PMI Dinsmore, P.C., & Cooke-Davies, T.J. (2006). The right projects done right. Jossey-Bass Rummler, G.A., & Brache, A.P., Improving performance: How to manage the white space on the organization chart (2 nd ed), Jossey-Bass Cohen, D.J., & Graham, R.J., (2001), The project manager’s MBA: How to translate project decisions into business success, Jossey-Bass US Department of Veterans Affairs – Acquisition Academy PM School, An Overview of a Performance Driven Organization, 19

Contact Information PMI Contacts – Practice Guide Karl Best, Standards Specialist, , – Program Information Marvin Nelson, Program Development Manager, , x1103 – Government Agency Liaison Michael Morgan, Government Relations Manager, Larry Bull – OPM/OPM Methodology, 20