Learn how to assess the health of your project besides the day-to-day status. Look into all specific areas of project management that need to be addressed (such as risk, quality, communication, team building, vendor management, stakeholder management) and look into specific areas of your project (eg. for a software development project) including requirements analysis, design, development, test and deployment. A tool will be presented to assess the project health and how to use it. We will also discuss how this tool could be adapted for specific work environments and project methods used (a five step process) and, should time permit, a live demo will be given based on a sample project (picked out of the audience).

1. PMI Global Congress 2011May 2011, DublinBack from RedHow to assess the health of your project Torsten J. Koerting www.TORSTENKOERTING.com @TorstenKoerting

2. T H A N K Y O U

17. Back from RedHow to assess the health of your project Torsten J. Koerting www.TORSTENKOERTING.com @TorstenKoerting

22. This presentation is ment to be for Y O U !

23. and Y O U ! and Y O U !

24. and Y O U !

25. Our Situation

26. Projects are becoming more complex

27. Complexity (Definition – Warren Weaver) The complexity of a particular system is the degree of difficulty in predicting the properties of the system, if the properties of the system's parts are given

28. You would need to suck 3.000 caramel’s until you have read that regulation The ‘Lord’s Prayer’ has 56 words, the ‚Ten Commandments‘have 279 words, the American ‚Delcaration of Independence‘has 300 words. The EU Import Regulation for Caramelhas 25.911 words.

29. The World is changing The World is flat Inconvenient Truth

30. The Fall of the Berlin Wall …

31. … ended the cold war …

32. … and granted access to new markets for products, labor and material.

33. The Internet … … created easy global competition and increased the ability to share information

34. The Microsoft Office Suite …

35. … and the HTML and HTTP protocols …

36. … enabled computers to talk to one another and allowed work to be done remotely.

37. Open – Sourcing …

38. … enables writing software so that it can be easily shared, improved and given access to.

39. Outsourcing …

40. … is moving lower value functions to other firms, in other countries for a lower cost.

41. Off shoring …

42. … is moving the production of goods into other countries.

43. Supply Chaining …

44. … by partnering with other companies to receive goods when needed.

45. In sourcing …

46. … by sourcing whole processes to other companies

47. Informing …

48. … by getting answers to almost any question within seconds

49. July 2006, 213 Million search requests performed daily on the Internet … ! Whom did you ask these questions 15 years ago?

50. Information Steroids …

51. … by having all this information available at your fingertips

52. The Fall of the Berlin Wall The Internet Work-Flow Software Open-Sourcing Outsourcing Off-Shoring Supply-Chaining In-Sourcing In-Forming Information Steroids The World is flat

53. The World is changing The World is flat Inconvenient Truth

54. With Increased Complexity …

55. … there are more things to think about …

56. … there are more time zones to overcome …

57. … there are more people to deal with …

58. … and with more people there are more cultures do deal with …

59. … more things can ( will ) fail !

60. The Problem

62. … you do not see the forest because of all the trees

64. A small little test

66. … sometimes it’s hardto understandwhat’s going onbehind the scenes …

67. … transition from one project manager to another might become hard …

68. … by reporting against and focusing on milestones you might miss your target …

69. … at the end, your project is ‘green’ but this has happened …

70. The Problem To much informationNo forest because of all the trees Misperceptionyou want to see what you want to see Limited visibilitycan’t look behind the scenes Complex Transitionfrom one to the other PM Milestone focused reportingyou might miss the real goal

71. The Option

72. …a supporting tool…

73. …a structured approach…

74. …beproactive…

75. …complete …

76. …embedded inyour overallgovernance…

77. Options Supporting Toolfacilitates the process Structured Approachtiming, questions asked etc. ProactiveDo it when project is still in shape CompleteProject Management, SDLC, Q-Gates Embeddedin your Governance

78. The Details

79. Summary … Project Name and other data … Project Management … Deviations and Mitigation Actions

80. Sections … Project Hand Over … Project Organisation & Stakeholder … Project Monitoring & Control … Requirements Phase… Test Phase etc.

81. One Section in Detail … Area … Question … Answer Options … Reason for deviation … Killer Question … Check Again etc.

82. Report … Result in a nutshell … Report … Deviations and Mitigation Actions etc.

83. There are many options to choose from There is no ‘one size fits all’

84. SMALL … Quick Assessment … 15 questions … 10 minutes … self assessed

85. MEDIUM … Regular Assessment … 40 to 60 questions … 1-2 hours … self assessedor moderated

86. LARGE … Complex Assessment … up to 150 questionsor more … 4 hours … moderated

87. When ? There is no right or wrong answer … you should start early and reapply in a 6-8 week cycle

88. Participation ? … Project Manager … Stream leads that can add value … PMO (Project Management Office) … may be others because of specific sections to look at

89. Moderation ? Yes, if … Project is unexperienced about how to apply assessment … if there is conflict potential … if measurement is unclear No, if … project feels competent and honest enough to apply

92. Report … Result in a nutshell … Report … Deviations and Mitigation Actions etc.

93. ToolStructure, Reporting, Questions Focussmall, medium, large TimingWhen to apply Moderationyes / no Participantsthe ones that add value Duration and Repetitionat initiation and then every 6 weeks Questionsto adress the relevant areas Reportingfit to your needs (Q-Gates, SDLC, PM etc.) Details

94. Demo

95. The Challenges

96. ADAPTION How to adapt the assessment to your PM Method used in your company / environment ?…

97. INTEGRATION How to integrateinto your existingproject governance ?

98. Misunderstood How to not make it perceived as being an audit?

99. Just do it ! How to make it work and used by the projects without being forced to ?

100. Challenges Adaptionto your method used Embedment into governancepart of the overall process Potential misunderstandingsAudit or Support ? Just do it !dTo use it is the biggest challenge

101. The Benefits

102. Identification To identify‘Areas of Improvement’and‘Best Practices’.

103. Measurable The result is measurable and traceable !

104. Progress To measure the progress along the way and feeling of improvement !

105. Catalyst … to receive support from and address topics toSenior Management !

106. Common View Same Terminology and common approach used !

107. Transition Makes a transition structured and possible !

108. Success … once you seethe progress made!

109. Identificationareas of improvements, best practices, identify measures to apply Confirmation of progressduring the project and after earlier assessments Measurable and traceablestructured, questions asked Catalystto receive support from Senior Stakeholders Common viewterminology used and sense about project Lessons Learnedfacilitator and input Successyou see your progress Structured transitionto another PM, to Daily operations etc. Benefits

110. Recap

111. The World is changing The World is flat Inconvenient Truth

113. …a supporting tool…

114. …a structured approach…

115. When ? There is no right or wrong answer … you should start early and reapply in a 6-8 week cycle

116. Identification To identify‘Areas of Improvement’and‘Best Practices’.

117. Success … once you seethe progress made!

119. T H A N K Y O U

120. TYou would like to receive the templates shown CYou want me to call you

121. If you do have any questions

122. Question … and I do not have an answer …

124. The ‘Answer’ is always …

125. T H A N K Y O U

126. Picture Credits ( 1 / 2 ) Earth Pictures – Google Earth Project Manager - http://www.flickr.com/photos/floongle/ Contruction Manager - http://www.flickr.com/photos/mission/ Project Management Plan - http://www.flickr.com/photos/perhapstoopink/ Obama change - http://www.flickr.com/photos/tsevis/ Fall of Berlin Wall - http://www.flickr.com/photos/gavinandrewstewart/ Microsoft Office Candy - http://www.flickr.com/photos/sunfox/ HTML - http://www.flickr.com/photos/kk/ Latop Beach - http://www.flickr.com/photos/zzathras777/ Open Sourcing - http://www.flickr.com/photos/martinbekkelund/ Big Crowd - http://www.flickr.com/photos/richevenhouse/ cold war one - http://www.flickr.com/photos/pingnews/ New Markets - http://www.flickr.com/photos/pnp/ Outsourcing 1 - http://www.flickr.com/photos/danzden/ Outsourcing 3 - http://www.flickr.com/photos/kafkan/ Offshoring 1 - http://www.flickr.com/photos/photohome_uk/ Offshoring 2 - http://www.flickr.com/photos/trotzenberg/ Offshoring 1b - http://www.flickr.com/photos/taylar/ Supply Chaining 1 - http://www.flickr.com/photos/nimrodbar/ Supply Chaining 2 - http://www.flickr.com/photos/drewesque/ Insourcing 1 - http://www.flickr.com/photos/zyphbear/ Insourcing 2 - http://www.flickr.com/photos/liveu4/ Informing 1 - http://www.flickr.com/photos/ask-for-peace/ Informing 2 - http://www.flickr.com/photos/julianbleecker/ Infroming 3 - http://www.flickr.com/photos/gedankenstuecke/

127. Picture Credits ( 2 / 2 ) Info Steroids 1 - http://www.flickr.com/photos/listelys/ Info Steroids 2 - http://www.flickr.com/photos/chanc/ time zone - http://www.flickr.com/photos/mickyates/ more people 1 - http://www.flickr.com/photos/inyucho/ more people 3 - http://www.flickr.com/photos/msjacoby/ cultures - http://www.flickr.com/photos/untitlism/ longer - http://www.flickr.com/photos/swamibu/ break 1 - http://www.flickr.com/photos/jnsabino/ Rain Forest - http://www.flickr.com/photos/jadeb/ Stage Curtain - http://www.flickr.com/photos/87166482@N00/ Relay Baton - http://www.flickr.com/photos/susan_d_p/ Dart Board - http://www.flickr.com/photos/caroscuro/ Process Swimlane - http://www.flickr.com/photos/katiekills/ Firefighters - http://www.flickr.com/photos/stonepix/ Radar Governance - http://www.flickr.com/photos/divemasterking2000/ Boat in bottle - http://www.flickr.com/photos/invinciblegirl/ Flightplan 2 - http://www.flickr.com/photos/24397180@N08 misunderstood - http://www.flickr.com/photos/amy_jane/ Just do it 2 - http://www.flickr.com/photos/supremevision89 Area of improvement - http://www.flickr.com/photos/bobishi/ Long Jump - http://www.flickr.com/photos/hermitianta/ Measure - http://www.flickr.com/photos/chandramarsono/ Senior Mgmt - http://www.flickr.com/photos/csis_er/ Binoculars - http://www.flickr.com/photos/21561428@N03/ Mountaineer happy - http://www.flickr.com/photos/68129526@N00/