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TRANSCRIPT
ON TIME, ON BUDGET...IT’S THAT SIMPLE
PROJECT MANAGEMENT
CHOICE TOOLS. PRECISION AIM. BOLD ATTITUDE.
OPTIMUS SBR
Service Offerings | 1 Project Management | 2
Project management is a complex system comprised of various tasks and parts that need to work together in order to be successful, just like an airport hub. When one part of the system fails, it throws the others into chaos. OPTIMUS | SBR has the proven project management expertise to ensure that your complex systems are kept in check so that your projects are executed on time and on budget.
For over 30 years, OPTIMUS | SBR has provided project management expertise that has helped successfully shape project governance, project management offices, and program management initiatives in leading firms across North America.
ABOUT US
WHO WE ARE
OPTIMUS | SBR is a management consulting firm focused on supporting executive leaders and their organizations in solving problems, facilitating change and optimizing performance.
Since 1979, we have provided leading firms across North America with advisory services customized to address unique needs, including project management, strategy and leadership development, and process and implementation planning.
OUR CAPABILITIES
OUR VALUES
How we do things is just as important as what we do. Our consultants behave in accordance to our value system:
Teamwork • Integrity • Passion • Initiative • Leadership
PRACTICE AREAS
Our project management experience spans across our key practice areas:
Financial Services | Energy & Infrastructure | Health Care & Not-for-Profit |
Government & Agencies
Management Consulting • Resource Augmentation
Strategy Process Improvement
Project Management
Research & Analytics
Governance & Executive Leadership
Service Offerings | 3 Project Management | 4
PROJECT MANAGEMENT
Creating value in today’s market requires translating strategies with far-reaching impact into a myriad of actions by dozens, if not hundreds or even thousands, of resources.
But how do you keep so many moving parts, priorities, stakeholders, considerations and implications in check?
Do you feel equipped to successfully deliver against all of your mandates and your stakeholders’ expectations?
Across North America, there are fewer projects that get completed on time and within budget than those that do not. As organizations become more diverse and technology becomes more advanced, projects are becoming more complex and their inherent risks multiply.
THE CHALLENGE
COMMON SYMPTOMS
• Inconsistent estimating and planning methodologies that create inaccuracies in time and budget estimates
• Risks that aren’t thoroughly identified or sufficiently mapped leaving the overall project vulnerable to changes or crises
• Roles and responsibilities that aren’t clarified creating issues with quality output and timelines
• Reporting that is incomplete or overly cumbersome making it ineffective for decision making
• Contingencies that aren’t considered or communicated to relevant stakeholders impacting the organization’s ability to react to a crisis
• Issues that aren’t managed correctly often weaken their impact and drive increased risk to the organization
Are Your Resources Being Drained? Project management issues in an organization create knock-on effects that create a drain on resources throughout the enterprise. Talent gets stretched, investments get misallocated, crises arise, and credibility is impacted. Does your organization exhibit these common symptoms of ineffective project management?
OF INEFFECTIVE PROJECT MANAGEMENT
Service Offerings | 5 Project Management | 6
We have an extremely talented pool of cross-industry experts capable of managing infinitely complex problem sets keeping all moving parts driving towards successful completion. No matter what obstacle in project delivery is encountered, we have likely not only seen it before, but have successfully overcome it as well.
Our resources mobilize quickly, and in short periods of time can have an immediate impact on your operation.
We bring a comprehensive in-house body of project management skills, and implement these skills efficiently using disciplined and proven project management frameworks.
Whether your need is project infrastructure, resources, training, or turnaround, your solution lies within OPTIMUS | SBR.
Our advantage lies in the breadth of our experience.
OPTIMUS | SBR provides Project Management services to assist in the proper planning and execution of projects, and helps leaders keep all of their resources and variables in check.
Our solutions include:
PROJECT MANAGEMENT SOLUTIONS SUITE
Project/Program Management Office Framework Development
Project Management Governance & Policy Development
Project/Program Health Checks & Audits
Project Management Tools & Methodology Development
Value-Add Project Management Resource Support
Customized Organization Specific Project Management Training
Service Offerings | 7 Project Management | 8
Project/Program Management Office Framework Development
• Help bring clarity to your organization by creating a centralized hub of project activity
• Align efforts to organizational goals through the creation of concise methodologies
• Provide a sound structure and direction for all related projects to follow
Project Management Governance & Policy Development
• Review current project management governance and policies to determine strengths and weaknesses
• Develop recommendations for governance and policies pertaining to project management
• Implement new governance and policies measures to the Project Management Office
Stra
tegi
cO
pera
tiona
l
Program O
versight &
LeadershipPortfolio O
versight &
LeadershipProgram
M
anagement
Tacti
cal
Executive Oversight Committee (Quarterly)
Mandate Summary:• Oversight and direction on strategic direction• Prioritization and approval of sequencing for new
rollout• Membership: EVP, SVP, Director
Steering Committee (Monthly)
Mandate Summary:• Oversight and direction of program implementation• Receipt and assessment of post-implementation
improvement• Membership: EVP, SVP, Director
Project Advisory Working Group
Mandate & Roles:As Per Current Project Gover-nance Structure
Project IT Working Group
Mandate & Roles:As Per Current Project Gover-nance Structure
Project PM Working Group
Mandate & Roles:As Per Current Project Gover-nance Structure
Chair / Leader: Program Manage-
ment Leader
Chair / Leader: Program Executive Sponsor
Chair / Leader: Portfolio Executive Sponsor
Project Prioritization Model
Large
Low
Small Business Impact
High
Stra
tegi
c Im
port
ance
333
111222
666
444
555
Framework
Governance Model Organization Structure
Met
hodo
logie
s
Reporting & Analysis
Tools
Resources Supp
ort
Governance
S A
M P
L E
Project Management | 8
Service Offerings | 9 Project Management | 10
Project / Program Health Checks & Audits
• Provide an unbiased, objective viewpoint to review projects that are at risk or off track
• Undergo a comprehensive review of pro-jects or programs that can uncover issues and produce solutions that positively impact delivery
• Develop and implement a plan to revive the project and ensure it stays the course
Theme Project Score
Governance Assessment
1. Project Documentation & Management 7
2. Stakeholder Engagement 8
3. Business & Technology Engagement 4
4. Communication & Reporting 8
5. Vendor Management 9
Technical Assessment 1. Development Process 7
2. Architecture & Application Design 3
3. Acceptance & Performance Testing 9
4. Quality & Defects Management 9
5. System Operation & Support 6.5
Audit
Project Management Tools & Methodology Development
• Work with your organization to develop a best-in-class project management toolkit and governance methodology
• Provide implementation and training support of tools and methodology to your team
• Work with you to customize tools to blend best practices with your organizational needs and requirements
Budget Schedule Milestone Completion
Risk
G G G G
Budget Approved
Key Indicators
YTD Actuals($ value & % of Annual Budget)
$89,277 11.31%
$697,990 0.00%
($1,858) -0.28%
$789,125
Forecast Expenditure to Completion ($ value & % of variance from Budget)
Approved Change Requests($ value & % of Project Budget)
Program or Project Reporting Tools
Delivery Management Methodology
KEY ACTIVITIES & MILESTONE ROSTER Month 1 Month 2 Month 3 Month 4
WBS Tasks Prime Effort % Budget Used Wk1 Wk2 Wk3 Wk4 Wk1 Wk2 Wk3 Wk4 Wk1 Wk2 Wk3 Wk4 Wk1 Wk2 Wk3 Wk4
1 RELATIONSHIP MANAGEMENT (RM) NA
1.1 RM PLANNINGNA
1.1.1 Relationship Management Plan Relationship Mgr .5d
2 PROJECT INCEPTION 5%
2.1 SCOPING AND PLANNING
5%2.1.1 Schedule scoping meeting and kick-off meeting with client Project Mgr .25d
2.2 PROJECT LAUNCH
2.2.1 Conduct internal kick-off. Validate project approach internally Project Mgr .5d
3 PROJECT EXECUTION 60%
3.1 DISCOVERY
3.1.1 Data gathering – internal data (interviews) & external Team Varies 20%
3.2 SOLUTIONING
3.2.1 Preliminary solution design Team Varies 30%
3.3 IMPLEMENTATION
3.3.1 Implementation strategy, approach and action plan Team Varies 10%
4 PROJECT MONITORING & COMMUNICATIONS 20%
4.1 PROJECT MONITORING
4.1.1 Project issues and risk management Project Mgr .5d 20%
5 PROJECT CLOSE-OUT 15%
5.1 DELIVERABLE PRODUCTION
5.1.1 Draft & validate deliverable table of contents Project Mgr .5d 15%
!
S A M P L ES A M P L E
S A
M P
L E
Project Management | 10
Service Offerings | 11 Project Management | 12
Customized Organization Specific Project Management Training
• Train and develop your in-house resources to ensure they practice best-in-class project management approaches
• Customize a program that is well suited to existing project management practices within your organization
• Leverage proven project management tools and methodologies to drive consistent project management practices across your organization
Value-Add Project Management Resource Support
What is Value-Add?
It is the provision of project management resources that are more than just a container approach. They get involved in the content to truly understand project risk.
• Provide quality project management resources that will bring value to the project
• Bring experience and depth to complement or lead your in-house team, depending on your requirements
• Attain positive results that will be felt long after the resource leaves – part of our Value-Add approach
ABC Co.IT A&S
IT SolutionsFinancial
Systems & IT Apps
Tech. Support & Solutions
OPTIMUS | SBR Special Projects
Support Unit
Delivery Manager (FTE)
Delivery QA (PTE)
Additional Resources as
Required
Knowledge Management
Process and Procedure
Schematics Tools and Templates
Training
1 2 3 4
Delivery Methodology Management Matrix
Lifecycle Phases Tasks Schematics Policy &
ProceduresTools &
Templates
1. Client Relationship Management
RM Planning
RM Concept Diagram deck RM & P&P
• RM Planning Tool• Sponsors Feedback Template• Personality Assessment Form• Extension Work Template
Ongoing RM
RM Closing
2. Project Inception
Project Hand-off NA Project Hand-off P&P Hand-off Deck
Client Scoping meeting NA Client Scoping P&P Client Scoping Tool
Project Plan NA
Project Management P&P
Master Project Gantt
Project Charter NA Project Charter Template
Internal Kick-off NA Kick-off P&P Internal Kick-off Deck
External Stakehold-ers Analysis NA Stakeholders Analysis P&P Stakeholder Analysis Tools
Client Kick-off Meeting NA Kick-off P&P Client Kick-off Deck
Deliverable Table of Contents NA NA Table of Contents Template
Project Proposal Project Manager:Sponsor:Prepared by:
Revision History:
Project Goal:
Problem/Opportunity Definition:
Proposed Solution:
Project Selection and Ranking Criteria: • Project Benefit Category • Portfolio fit and interdependencies • Project Urgency
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Revision Date Revised By Approved By Description of Change Version No.
List of Recommendations
ID Recommen-dation
Description of Issue
Addressed
Recommenda-tion Analysis
Total Score
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Concept Diagram
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OPTIMUS | SBR CLIENT
CEO / Senior
Management
RelationshipManager
Project Manager
Project Team
Sponsor
RelationshipManager
Project Manager
Project Team
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Training Deck
TRAINING PRESENTATION
Prepared by:
OPTIMUS SBR
Service Offerings | 13 Project Management | 14
THE REALITY
• Projects can lack clarity and direction, despite great efforts• Your in-house team may need extra assistance to get the job done• Misalignment of goals, ideas and process can lead a project dramatically
off course, costing your organization thousands in lost money and time
THE BOTTOM LINE
Well-run airport hubs seem to function seamlessly with each arrival and departure successfully executed due to the coordination and execution of thousands of talented individuals. In a similar way, our Value-added approach to Project Management means you get people who understand Strategy and Business, not just Gantt Charts and Project Charters.
This means you get a true business partner that will help your organization achieve its desired results. The right way.
THE SOLUTION
• We provide clarity and direction to your organization’s projects, from Program Management Frameworks to Project Health Checks
• We provide high quality resources that will help your in-house team get the job done, from simply providing them with some additional assistance to leading them all of the way to program close
• Our proven multi-disciplinary approach will ensure that your team and project stay on course and on budget
Project Management | 14
OPTIMUS SBRCHOICE TOOLS. PRECISION AIM. BOLD ATTITUDE.
30 Adelaide Street East, Suite 600Toronto, ON M5C [email protected]
416-649-6000www.OptimusSbr.com