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1 Copyright © 2012 TenStep, Inc Applying Governance on Projects - Webinar

Applying Governance on Projects

Tom Mochal, PMP, PgMP, PMI-ACP, TSPM, ITBMC


What is Governance?

• Describes how management hierarchy establishes and enforces rules and policies

• You have to have processes, policies, standards – If not you can't expect people to follow them.

• You have to enforce the processes – Don’t create mandatory processes if no enforcement – Unenforced processes should be guidelines


P roject Governance

• Need project management and lifecycle processes • Determine what parts are required • Apply governance to required portions


Portfolios and Projects

Portfolio

Project

Governance Points


Scale Project Governance

• Don’t use one-size-fits-all approach - apply scalably • Small projects

– Few requirements, little (but not no) governance

• Large projects – Need more rigor and structure – More required elements

• Medium projects – Less than large projects and more than small projects


P lan the Project

• Need planning process • Need document to define work

– Project Charter, scope statement, SOW, etc.

• Governance Point – The planning document

should be formally approved


Build and Manage Schedule

• Projects need a schedule • The schedule needs to be updated • The schedule is too tedious to validate • Governance Point

– Milestones are used to validate overall schedule – Managers monitor milestones to validate overall progress


Build and Manage Budget

• Costs are estimated in planning • Budgets are allocated • Costs needs to be managed • Governance Point

– Project reports expected spending and actual spending – Managers monitor spending through status reporting and

especially at phase gate reviews


Gather Requirements

• Gain agreement on characteristics of deliverables • Governance Point

– Formal approval of requirements – Signifies requirements are

complete and correct


Manage Change Control

• Establish and agree on standard change control • Generally means scope change, but some projects

manage all changes • Governance Point

– Ensure all changes go through a formal process – All changes to scope, schedule, budget should be approved


Manage Risks and Issues

Risks • Potential problems

Issues • Current (large) problems

Governance Point

• Validate risks and issues are identified • Validate they are being managed and closed


Manage Project Status

• Manage expectations • Report current status

– Schedule / budget – Risks / issues / changes – Anything else of interest

• Governance Point – All projects should report status – Validate governance against many of the other criteria – Makes it easier to monitor and provide governance


Phase Gate Reviews

• Formal reviews between start and end of project – End of each phase / milestones

• Validate all prior work is completed

• Ensure project is ready to proceed • Governance Point

– Gate reviews are critical governance points – Sponsor and key stakeholders focus on project status – Ensure project is in control before proceeding


Other Governance Points

• Governance Points – Set up and enforce as needed – Don’t go overboard

Lifecycle processes and

documents

Project Management

Plans Safety plans

Disaster recovery

Government reports / filings


P roject Closure

• Formal approval that project objectives are fulfilled • Governance Point

– Last governance point before team disbands


Governance and Culture

• Some organizations are good at it – See a problem, fix it and ensure everyone follows the

revised process

• Some organizations are very weak – See problems and how to fix – Can’t actually make the

required changes – Problems are known for years

but resolution is outside of their cultural ability


Summary

• Governance is process of making and enforcing rules • Projects need required processes based on size • Project governance ensures processes are followed • Typical governance points explained in this session • Some organizations are good at it, some not


More Information

• TenStep, Inc. • Tom Mochal, President • 877-536-8434


Questions?

applapplying g overance ying g overance on projects web in ar

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