1. Co-production: Developing an Enablement Plan
This deck supports a 1-hour training module with exercise for Practice Leaders and Engagement Leads.
The module is expected to be delivered as part of a Delivery Excellence Workshop.

2. Your guide
[presenter name] [presenter job title/role] [presenter contact info]

3. What is this module?
This is a training event to introduce Practice Leaders and Engagement Leads to the development of enablement plans
It is intended primarily for
Practice Leaders
Engagement Leads
This module is expected to be presented during a Delivery Excellence Workshop (DEW)

4. What is Co-production?
Dedicated client staff working alongside Pega or Partner resources
Client team members participating actively in projects
Co-producers being mentored on Pega by Pega experts
Co-production is solution delivery accomplished by dedicated client staff working alongside Pega or Partner resources
Client team members are active participants. They
Provide meaningful contributions to the delivery effort
Enhance their Pega skill set
Co-producers are mentored on Pega by Pega experts (Pega Consulting, Partners, or client resources) to
Gain proficiency over time
Ultimately become individually self-sufficient
Learn the “art of the possible” with Pega
This comes from Pega Academy’s “Introduction to Pega’s Delivery Approach 2018”, the “Be Journey-Centric and Adopt Co-Production” lesson.
Personal note: I like the way that source framed co-production as delivery accomplished first by client staff … ownership and accountability like that is all-to-often missing on projects.

5. What are its goals? The client’s creation of internal Pega Champions
Client’s deep understanding of their Pega applications
Increased transparency of client’s solution-delivery efforts
The creation of internal Pega Champions
Business users can configure exactly what they need to create a more relevant application
Internal IT resources can leverage their knowledge of the business and its existing software portfolio
Client’s deep understanding of their Pega applications
Knowledge of how an application was built stays within the organization
Increased transparency of client’s solution-delivery efforts
With in-house resources, the business has increased vision into what is being built
This is based on Pega Academy’s “Introduction to Pega’s Delivery Approach 2018”, the “Be Journey-Centric and Adopt Co-Production” lesson.

6. 3 steps to successful Co-production
Develop an enablement plan
Enable co-producers
Track and report on progress
Successful Co-production doesn’t just happen. Following these three steps will help ensure that the client effectively moves along the path to individual self-sufficiency

7. 3 steps to successful Co-production
Develop an enablement plan
Enable co-producers
Track and report on progress
This module will help Practice Leaders and Engagement Leads understand how to develop an enablement plan to support Co-production

8. Developing an enablement plan
Assign coaches & mentors - appropriately skilled and with strong leadership - to developing co-producers
Agree on Pega Academy courses and timeframes to complete
Agree on short-term coaching topics
Agree on short-term project tasks
Develop an enablement plan
Enable co-producers
Track and report on progress

9. The path to individual self-sufficiency
Learning
Guided
Mentored
Independent
Self-Sufficient
Learning - Pega Academy courses etc. to learn a topic
Guided - Heavy reliance on applying the skills and hand holding from Pega SSA
Mentored - Next level where with some mentoring the resource can apply the skills to get the work done
Independent - Essentially repeatable application of specific skills - e.g. Data Transforms - all done good
Self-Sufficient - Level of maturity at the level across all skills to state that they can perform the role and responsibility

10. Co-production isn’t just for developers
Co-production is most valuable when all disciplines are enabled.
Get all client resources into Pega
Offer coaching to stakeholder teams
IT & System Architects
Business Architects
User Experience
Product Owners & Scrum Masters
Get all the client resources into Pega
This is not just about teaching developers how to use Pega
There are huge benefits to getting all members of the project team using Pega
Take advantage during show and tells by engaging the extended project team on how Pega works
Don’t let the opportunity pass to empower BA’s, UX and Design resources to configure the application
Offer coaching to stakeholder teams
Management Information/Business Intelligence
Internal service providers
Operational input teams

11. Typical path to co-production: technical track
0-3 months
4-6 months
7-9 months
10-12 months
Pega Mentor time needed
20%
10% 0%
Co-producer productivity
40%
60%
80%
100%
Co-producer commitments
Complete Pega training prior to Kickoff
Take test for initial Pega certification within first month
Achieve initial Pega certification
Complete advanced course material within 6 months
Achieve advanced Pega certification
Become 100% productive May act as Pega Mentor
Governance
Reviewed weekly
Reviewed fortnightly
Reviewed monthly
Mentoring in Co-production typically lasts for 6 months, with an additional 6 months for further skill development. Over that time the Pega Mentor’s involvement decreases as the co-producer’s skill increases.
Productivity is estimated to be the amount of work the co-producer can complete in a given amount of time as compared to the amount of work that an experienced Pega resource holding of an advanced Pega certification (such as Pega Certified Senior System Architect) would complete in the same amount of time.
Note that a Co-production Lead will be responsible for developing and tracking the enablement plan. The Pega Mentor role is responsible for actually mentoring co-producers.

12. Formal training & career development
Help build career paths
Developer to lead developer
Analyst to lead analyst
Robotics developer to robotics architect
Etc.
Building career paths instills different levels of proficiency and enables self-sufficiency
Be aware of individuals falling behind, in case more help & guidance are required

13. The enablement plan An enablement tool to track individual progress:
Academy Enablement
Sessions Attendance
Coaching Evaluation
A customized client example of the standard enablement tracker.

14. Co-production assumptions
New Co-producing Solution Architects and Business Architects
Are committed to the project full-time
Will complete appropriate training before project commencement
Will register, take courses, and achieve Pega Certified System Architect or Pega Certified Business Architect certification (as appropriate) within 3 months of project commencement
One or more experienced, certified Pega mentors will provide coaching and mentoring for all new co-producers
Client will execute the Co-production enablement plan as agreed to with Pega.
Once the plan is agreed to, any proposed changes to the Co-production enablement plan will be handled via the governance change control process.
All client staff working as Pega developers are committed full time and must complete appropriate training before project commencement.
Client staff will register, take courses, and become certified in Pega courses within 3 months of project commencement. There will be an experienced, Pega certified mentor for new trained staff.
Client will execute the Co-production enablement plan as agreed with Pega. Once agreed, any proposed changes to the Co-production enablement plan will be run through the governance change control process.

15. Enablement Plan Option 1: Full Version
This version is typically used at the start of the project.

16. Enablement Plan Option 2: Overview
This version can typically be used later in the project, when the co-producers are individually self-sufficient not only in their Pega skills but in their individual enablement as well.

17. Co-production in Project Status Report
Client staff name
Target activities
Next goal
Due date
Status
Back to green actions
Kerr Avon
Security testing
Penetration test
2 Nov 2018 G
Villa Restic
Acquisition user story
Take over as lead for acquisitions
18 Dec 2018
Overall status
Co-production resources are working as part of the development team
1 missing resource based on agreed price. Need to agree if this work will be done by Pega via change control or we change scope.
Current
Prior G Y
Progress against the enablement plan will be tracked on a weekly basis as part of the Project Status Report.
The Co-production Lead will be responsible for gathering this information and may be responsible for putting it into this format.

18. Scaling for Success Start Small… Teach one team
Demonstrate delivered Pega outcomes
Then go larger… SA SA SA
SSA
LSA SA UX
LBA BA BA
Key Lessons
All resources can use Pega
Challenge the client to view using Pega as a key focus for all resources.
Don’t let the opportunity pass to empower BA’s, UX Design and UI Design resources to configure the application.
Embed the change
Offer coaching to stakeholder teams
MI Streams
Internal service providers
Operational input teams
Executives and Leads

19. Scaling Model Go larger… Teach more teams Repeat SA SA SA SA SA LSA
SSA
SBA SA
Go larger…
Teach more teams
Repeat UX BA SA SA
LSA
LBA SA
SSA
SBA SA SA
SSA
SBA SA UX BA UX BA SA SA
SSA
SBA SA UX BA
Legend
Mentors / Coaches
Learners

20. Exercises: Developing an enablement plan
Instructor’s notes:
For the most part, these short exercises are only intended to get the participants comfortable with the content and format of these two spreadsheets.
Nothing really deep … except for the fact that expanding their timescale from a week per row/column to a month per row/column allows the participants to think a little about what kinds of expectations might be reasonable of co-producers.
The expectations that the participants include in their plans could be worth some time in discussion after the spreadsheets have been completed.

21. Exercise 1: Develop a full-version enablement plan
Time: 10 minutes exercise, 10 minutes discussion

22. Exercise 1: Develop a full-version enablement plan
Create a copy of Enablement Planner Template – full version.xlsx
Prepare a 4-week enablement plan for the following co-producers:
Solution architect Igor Stravinsky
Business architect Rebecca Clarke
Since this is just an exercise, use a column per month rather than a column per week in order to show how your co-producers’ enablement progresses

23. Exercise 2: Develop an overview enablement plan
Time: 5 minutes exercise, 5 minutes discussion

24. Exercise 2: Develop an overview enablement plan
Create a copy of Enablement Planner Template – overview.xlsx
Using the 5 examples as a guide, prepare a 4-month enablement plan for the following co-producers:
Solution architect Lili Boulanger
Business architect John Cage
Since this is just an exercise, use a row per month rather than a row per week in order to show how your co-producers’ enablement progresses

25. Questions and wrap-up

26. Find more information on Pega Community