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MAKING
BUSINESS
AGILE Andrew P. Kallman, MBA, PMP®, CSM, CSP
AGILE PPM TRAINING USING
THE UNIFIED VISION FRAMEWORK – 2014 EDITION	
  
GOALS & OBJECTIVES
Demonstrate how to increase project, program
and portfolio management results and make any
methodology more agile by using the Unified
Vision Framework, including:
–  Cascading Vision & VSPT
–  4D Model
–  Agile Governance
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2	
  
Why definitions are so important for features
actually used…
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3	
  
Source:ScrumAgilePresentationatPMIRoundtable,September2007Helsinki,Finland
•  07% (A) all the time
•  13% (O) often
•  16% (S) some of the time
•  19% (R) rarely
•  45% (N) never
This ends up being an 80/20 Pareto.
UVF’s VSPT Model
Vision
Strategy
People (Project, Product, Process…)
Tasks
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4	
  
Agile PMO – Cascading the Vision
to Every Level
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5	
  
Scrum using the Business Agile 4D Model
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6	
  
Exercise – Scrum Brain Teaser
Bringing it all together
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7	
  
What would you do?
“this one really happened…” (20 minutes)
•  Work your team at your table
–  Discuss and decide as a group what you
think the ScrumMaster did on the following
example …and… why?
•  10 min
•  Each group report back their guesses to
the entire class
•  2 - 3 min each
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8	
  
Developers	
  
Stakeholders	
  
C-­‐level	
   CEO	
  
S1	
   S2	
   S3	
   S4	
   S5	
  
Scrum case study:
San Francisco Web Portal
Note: each stakeholder had a separate bonus/reward incentive/
structure…
D1	
   D2	
   D3	
   D4	
   D5	
   D6	
   D7	
  
€ € € € €
Source: CSM Training by Danube Technologies, March 2008
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9	
  
 	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Developers	
  
Stakeholders	
  
C-­‐level	
   CEO	
  
S1	
   S2	
   S3	
   S4	
   S5	
  
Each stakeholder had their own list of user stories (PBL items)
and all stakeholders had met and agreed to a prioritized PBL that included ALL user stories
PO	
  
D1	
   D2	
   D3	
   D4	
   D5	
   D6	
   D7	
  
€ € € € €
PBL
SM	
  
The	
  CEO	
  appointed	
  “S5”	
  (Dave)	
  as	
  the	
  
Product	
  Owner	
  for	
  the	
  Project	
  
Source: CSM Training by Danube Technologies, March 2008
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10	
  
 	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Developers	
  
Stakeholders	
  
C-­‐level	
   CEO	
  
S1	
   S2	
   S3	
   S4	
   S5	
  
Even though the stakeholders had
agreed to the prioritized PBL, S5 (Dave) said “something came
up, now we’re using my list backlog items for the first Sprint Planning…”
PO	
  
D1	
   D2	
   D3	
   D4	
   D5	
   D6	
   D7	
  
€ € € € €
PBL
SM	
  
PBL	
  
Source: CSM Training by Danube Technologies, March 2008
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11	
  
…the rest of the story;
and, the rest of the story…
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12	
  
Exercise – Rock Concert Event Planning
10 Minutes
•  Multiple Teams in charge of
planning & implementing a Rock
Concert
•  Choose team member roles for your
team
•  Link to Vision
•  Link to Strategy
•  Fill-in the details (next slide)
•  Who, what, when, where and why
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13	
  
Exercise – Fill-in the details
10 minutes
•  Who (should be on the team)?
•  What (product, service, result)?
•  When (will we start)?
•  Where (co-located, multiple
locations)?
•  Why (are we doing this project)?
•  You will continue to iteratively add more
details to your project in the rest of the
exercises…
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14	
  
Exercise – Why?
Only 3 reasons to do a project…
•  Increase Revenues
•  Save Costs
•  Mitigate or Eliminate Risk
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15	
  
Exercise – Create Product Backlog with Epics
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16	
  
Exercise – Create Product Backlog with Epics
20 minutes
•  Create a Product Backlog with Epic items
(i.e. Epic-Level User Stories) for your project
–  Try to come up with 3 to 5 Epics per team
member (5 Minutes)
–  Combine Duplicates (5 Minutes)
–  Put on wall under a post-it note labeled “PBL” (5
minutes)
•  Example Epics (User Stories) on next slide
–  …as a ____________ I want to ___________
so that _____________
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17	
  
17. As an App Designer, I want
to receive daily reports on
ticket sales by channel so that
I can track the effectiveness
of the Application / User
interface.
10. As a Concessions Vendor,
I want to be able to sell
alcohol so that I can
maximize my profits.
6. As an Event Security
Manager, I want each and
every concert-goer to have a
safe and fun experience at
our event so that they return
to another concert.
9. As an Event Set-up team
member, I want to be able to put
together the stage in the
shortest amount of time so that
they band can take the stage
without any glitches.
User	
  Story	
  Cards	
  Examples	
  
18	
  
GOVERNING AGILE
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19	
  
AN AGILE PMO MUST
1.  Focus on Vision
2.  Have clear Definitions
3.  Distill clear Agreements
4.  Have clear, short plans and
time frames for Delivery
5.  Drive success with frequent
communication
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20	
  
Agile PMO – Vision Driven Portfolio
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21	
  
Scrum/Agile Teams need to be Persistent
(Dedicated) and Time Boxed
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22	
  
Agile Transformation & Governance
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23	
  
Top Down
ê
xxx
xxxxxx à
xxxxxx à
xxx
é
Bottom-up
Aha!	
  
Fail	
  
MoBon	
  
Perform	
  
Hyper	
  
Exercise – Portfolio “Walkabout”
4 Min per team/table, 35 min total
•  One person is appointed the
spokesperson for the team to
explain to each of the other teams
their Product Backlog’s Epics
•  Everyone else on the team will go
to each of the other team’s table to
find out about the other team’s part
of the Program
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24	
  
Exercise – Portfolio “Walkabout”
4 Min per team/table, 35 min total
•  Each team is responsible for
capturing integration items and
cross-dependencies with the teams
that they visit
•  Those Cross dependencies will be
captured on Post-it notes and put
on the portfolio wall in the
appropriate part of the roadmap for
their team’s program
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25	
  
Agile Portfolio / PMO – Real world Results
Friday	
  13	
  June	
  14	
  
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26	
  
Portfolio Program
Project Team
Portfolio-level – Consolidated View
Program Roll-up, by Portfolio
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27	
  
Portfolio-level – Velocity Doubled…
Program Roll-up, by Portfolio
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28	
  
[	
  
Doubled Project Velocity
in less than 3 years
w/o increasing team size
Program-level – by Program
Project Roll-up, per Program
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29	
  
Project-Level Project Release Burnup Chart
Sprint by Sprint
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30	
  
Team-Level – Daily Reporting
Current Sprint, Day by Day
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31	
  
Note: for Team Use Only!
Exercise – Reporting
Optional – if time available (15 Min)
•  Use the Epic PBL from your
previous exercises and create some
example Burnup Charts
– Sprint Burnup (or Burndown)
– Project Release (Sprint by Sprint)
– Portfolio (Aggregate of all projects)
•  Use your imagination to fill-in the
details
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32	
  
Exercise – Table Talk
Optional – if time available (10 Min)
•  With your table, brainstorm potential
blockers for implementing Agile in
your company
– Use Post-it Notes and the wall to
organize your thoughts
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33	
  
The	
  PMO	
  Brothers	
  
Thank You … the PMO Brothers
Andrew P. Kallman
MBA, PMP®, CSM, CSP
andrew@andrewkallman.com
Theodore W. Kallman
PMP®, CSM, CSP, ChFC
Ted@unifiedvisiongroup.com
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34	
  
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35	
  
Team 1 - Logistics
•  Arena Acquisition
•  Union Liaison(s)
•  Concert Set-up
•  Concert Tear-down
•  Info Kiosks
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36	
  
Team 2 - Concessions
•  Concert Programs / Event Magazines
•  Food
•  Soft Drinks
•  Alcohol?
•  CDs
•  T-Shirts
•  Souvenirs
•  Mementos
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37	
  
Team 3 - Security
•  Risk Management
•  Disaster Recovery
•  Threat Mitigation
•  Gate Control
•  Evacuation Plan
•  Event Monitoring
•  Walkie Talkies / Press-to-talk Phones
•  Police / Fire / Ambulance Interface
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38	
  
Team 4 – Sales
•  Ticket Sales
•  Online Sales
•  Group Specials
•  VIP tickets
•  Press Boxes
•  VIP Boxes
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39	
  
Team 5 - Marketing
•  Social Media / SEO
•  TV
•  Radio
•  Print Ads & Posters
–  Newspaper, Bus Stops, Subways, Trains,
Bars, Billboards, etc.
•  Guerilla tactics
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40	
  
Team 6 - Technology
•  iPhone and iPad App for event
•  Ads
•  Sales (tickets)
•  Promo’s
•  Arena info
•  Event Management System / Dashboard
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41	
  
Team 7 – Infrastructure - Arena
•  Arena LAN / Wi-Fi
•  Arena Phone System
•  Arena PA System
•  Electrical & Back-up Generators
•  Mechanical
•  HVAC
•  Maintenance & Janitorial
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42	
  
Team 8 – Infrastructure - Show
•  Sound Boards & Control Center
•  Audio / Sound / Speaker Systems
•  Light Show / Pyrotechnics (if any)
•  Show Mechanicals
•  Show LAN / Wi-Fi
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43	
  
Team 9 – Event & Program Management
•  Program Managers to work with:
–  Logistics
–  Concessions
–  Security
–  Sales
–  Marketing
–  Technology
–  Infrastructure (Arena, Show, etc.)
–  External Stakeholders
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44	
  
A Band Called…
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45	
  

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Walkabout workshop

  • 1. MAKING BUSINESS AGILE Andrew P. Kallman, MBA, PMP®, CSM, CSP AGILE PPM TRAINING USING THE UNIFIED VISION FRAMEWORK – 2014 EDITION  
  • 2. GOALS & OBJECTIVES Demonstrate how to increase project, program and portfolio management results and make any methodology more agile by using the Unified Vision Framework, including: –  Cascading Vision & VSPT –  4D Model –  Agile Governance Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   2  
  • 3. Why definitions are so important for features actually used… Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   3   Source:ScrumAgilePresentationatPMIRoundtable,September2007Helsinki,Finland •  07% (A) all the time •  13% (O) often •  16% (S) some of the time •  19% (R) rarely •  45% (N) never This ends up being an 80/20 Pareto.
  • 4. UVF’s VSPT Model Vision Strategy People (Project, Product, Process…) Tasks Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   4  
  • 5. Agile PMO – Cascading the Vision to Every Level Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   5  
  • 6. Scrum using the Business Agile 4D Model Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   6  
  • 7. Exercise – Scrum Brain Teaser Bringing it all together Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   7  
  • 8. What would you do? “this one really happened…” (20 minutes) •  Work your team at your table –  Discuss and decide as a group what you think the ScrumMaster did on the following example …and… why? •  10 min •  Each group report back their guesses to the entire class •  2 - 3 min each Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   8  
  • 9. Developers   Stakeholders   C-­‐level   CEO   S1   S2   S3   S4   S5   Scrum case study: San Francisco Web Portal Note: each stakeholder had a separate bonus/reward incentive/ structure… D1   D2   D3   D4   D5   D6   D7   € € € € € Source: CSM Training by Danube Technologies, March 2008 Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   9  
  • 10.                          Developers   Stakeholders   C-­‐level   CEO   S1   S2   S3   S4   S5   Each stakeholder had their own list of user stories (PBL items) and all stakeholders had met and agreed to a prioritized PBL that included ALL user stories PO   D1   D2   D3   D4   D5   D6   D7   € € € € € PBL SM   The  CEO  appointed  “S5”  (Dave)  as  the   Product  Owner  for  the  Project   Source: CSM Training by Danube Technologies, March 2008 Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   10  
  • 11.                          Developers   Stakeholders   C-­‐level   CEO   S1   S2   S3   S4   S5   Even though the stakeholders had agreed to the prioritized PBL, S5 (Dave) said “something came up, now we’re using my list backlog items for the first Sprint Planning…” PO   D1   D2   D3   D4   D5   D6   D7   € € € € € PBL SM   PBL   Source: CSM Training by Danube Technologies, March 2008 Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   11  
  • 12. …the rest of the story; and, the rest of the story… Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   12  
  • 13. Exercise – Rock Concert Event Planning 10 Minutes •  Multiple Teams in charge of planning & implementing a Rock Concert •  Choose team member roles for your team •  Link to Vision •  Link to Strategy •  Fill-in the details (next slide) •  Who, what, when, where and why Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   13  
  • 14. Exercise – Fill-in the details 10 minutes •  Who (should be on the team)? •  What (product, service, result)? •  When (will we start)? •  Where (co-located, multiple locations)? •  Why (are we doing this project)? •  You will continue to iteratively add more details to your project in the rest of the exercises… Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   14  
  • 15. Exercise – Why? Only 3 reasons to do a project… •  Increase Revenues •  Save Costs •  Mitigate or Eliminate Risk Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   15  
  • 16. Exercise – Create Product Backlog with Epics Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   16  
  • 17. Exercise – Create Product Backlog with Epics 20 minutes •  Create a Product Backlog with Epic items (i.e. Epic-Level User Stories) for your project –  Try to come up with 3 to 5 Epics per team member (5 Minutes) –  Combine Duplicates (5 Minutes) –  Put on wall under a post-it note labeled “PBL” (5 minutes) •  Example Epics (User Stories) on next slide –  …as a ____________ I want to ___________ so that _____________ Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   17  
  • 18. 17. As an App Designer, I want to receive daily reports on ticket sales by channel so that I can track the effectiveness of the Application / User interface. 10. As a Concessions Vendor, I want to be able to sell alcohol so that I can maximize my profits. 6. As an Event Security Manager, I want each and every concert-goer to have a safe and fun experience at our event so that they return to another concert. 9. As an Event Set-up team member, I want to be able to put together the stage in the shortest amount of time so that they band can take the stage without any glitches. User  Story  Cards  Examples   18  
  • 19. GOVERNING AGILE Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   19  
  • 20. AN AGILE PMO MUST 1.  Focus on Vision 2.  Have clear Definitions 3.  Distill clear Agreements 4.  Have clear, short plans and time frames for Delivery 5.  Drive success with frequent communication Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   20  
  • 21. Agile PMO – Vision Driven Portfolio Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   21  
  • 22. Scrum/Agile Teams need to be Persistent (Dedicated) and Time Boxed Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   22  
  • 23. Agile Transformation & Governance Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   23   Top Down ê xxx xxxxxx à xxxxxx à xxx é Bottom-up Aha!   Fail   MoBon   Perform   Hyper  
  • 24. Exercise – Portfolio “Walkabout” 4 Min per team/table, 35 min total •  One person is appointed the spokesperson for the team to explain to each of the other teams their Product Backlog’s Epics •  Everyone else on the team will go to each of the other team’s table to find out about the other team’s part of the Program Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   24  
  • 25. Exercise – Portfolio “Walkabout” 4 Min per team/table, 35 min total •  Each team is responsible for capturing integration items and cross-dependencies with the teams that they visit •  Those Cross dependencies will be captured on Post-it notes and put on the portfolio wall in the appropriate part of the roadmap for their team’s program Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   25  
  • 26. Agile Portfolio / PMO – Real world Results Friday  13  June  14   Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved  -­‐  used  with   permission   26   Portfolio Program Project Team
  • 27. Portfolio-level – Consolidated View Program Roll-up, by Portfolio Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   27  
  • 28. Portfolio-level – Velocity Doubled… Program Roll-up, by Portfolio Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   28   [   Doubled Project Velocity in less than 3 years w/o increasing team size
  • 29. Program-level – by Program Project Roll-up, per Program Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   29  
  • 30. Project-Level Project Release Burnup Chart Sprint by Sprint Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   30  
  • 31. Team-Level – Daily Reporting Current Sprint, Day by Day Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   31   Note: for Team Use Only!
  • 32. Exercise – Reporting Optional – if time available (15 Min) •  Use the Epic PBL from your previous exercises and create some example Burnup Charts – Sprint Burnup (or Burndown) – Project Release (Sprint by Sprint) – Portfolio (Aggregate of all projects) •  Use your imagination to fill-in the details Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   32  
  • 33. Exercise – Table Talk Optional – if time available (10 Min) •  With your table, brainstorm potential blockers for implementing Agile in your company – Use Post-it Notes and the wall to organize your thoughts Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   33  
  • 34. The  PMO  Brothers   Thank You … the PMO Brothers Andrew P. Kallman MBA, PMP®, CSM, CSP andrew@andrewkallman.com Theodore W. Kallman PMP®, CSM, CSP, ChFC Ted@unifiedvisiongroup.com Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   34  
  • 35. Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   35  
  • 36. Team 1 - Logistics •  Arena Acquisition •  Union Liaison(s) •  Concert Set-up •  Concert Tear-down •  Info Kiosks Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   36  
  • 37. Team 2 - Concessions •  Concert Programs / Event Magazines •  Food •  Soft Drinks •  Alcohol? •  CDs •  T-Shirts •  Souvenirs •  Mementos Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   37  
  • 38. Team 3 - Security •  Risk Management •  Disaster Recovery •  Threat Mitigation •  Gate Control •  Evacuation Plan •  Event Monitoring •  Walkie Talkies / Press-to-talk Phones •  Police / Fire / Ambulance Interface Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   38  
  • 39. Team 4 – Sales •  Ticket Sales •  Online Sales •  Group Specials •  VIP tickets •  Press Boxes •  VIP Boxes Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   39  
  • 40. Team 5 - Marketing •  Social Media / SEO •  TV •  Radio •  Print Ads & Posters –  Newspaper, Bus Stops, Subways, Trains, Bars, Billboards, etc. •  Guerilla tactics Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   40  
  • 41. Team 6 - Technology •  iPhone and iPad App for event •  Ads •  Sales (tickets) •  Promo’s •  Arena info •  Event Management System / Dashboard Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   41  
  • 42. Team 7 – Infrastructure - Arena •  Arena LAN / Wi-Fi •  Arena Phone System •  Arena PA System •  Electrical & Back-up Generators •  Mechanical •  HVAC •  Maintenance & Janitorial Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   42  
  • 43. Team 8 – Infrastructure - Show •  Sound Boards & Control Center •  Audio / Sound / Speaker Systems •  Light Show / Pyrotechnics (if any) •  Show Mechanicals •  Show LAN / Wi-Fi Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   43  
  • 44. Team 9 – Event & Program Management •  Program Managers to work with: –  Logistics –  Concessions –  Security –  Sales –  Marketing –  Technology –  Infrastructure (Arena, Show, etc.) –  External Stakeholders Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   44  
  • 45. A Band Called… Copyright  ©  1972  -­‐  2014  Unified  Vision   Group  all  rights  reserved   45