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Project Rescue - Fix It or Kill It
            Executive Briefing
                        June 28, 2012
Housekeeping



Phones are muted
Use the question block for
questions
Copy of presentation
available upon request
About Your Presenter
• Sr. VP KeyedIn Solutions Consulting Group
   –   Helping companies align their business and technology
   –   Focus on people, process, and then the technology
   –   Subject matter expert on business process management
   –   On-going research into next generation of technology for
       enterprise systems
• 25 years experience in enterprise systems
   – USAF Research Project (1985)
   – Founder of enterprise quality software company (1988)
• Trusted advisor to global organizations, government
  agencies, and professional groups

                                                  http://www.linkedin.com/in/johncachat
Today’s Discussion

•   Why Projects Fail
•   Recognizing The Challenges
•   How To Create Success
•   Keys to Project Recovery
•   How KeyedIn Consulting Group Can Help You Today
How Did We Get Here?

• Project Objective – Bad Example
   – To spend a great deal of money and cause huge disruption
     obtaining low quality deliverables with questionable ROI
     over an indeterminate and elongated time frame


• Project Objective – Good Example
   – create a unique organization created to deliver a defined
     result within an agreed timeframe with identified
     resources
What is a Project?

• A project is a unique organization created to deliver a defined
  result within an agreed timeframe with identified resources

• Made Up Of
   – Objectives
   – Deliverables
   – Milestones
   – Resources                             Relationship
                                             Triangle
Project Management

• Business Case
   –   Why do we want to do this?
   –   What will it do for the business?
   –   How much will it cost?
   –   What are the risks?
   –   What if we do nothing?
• Project Approach
   –   Scope
   –   Phasing
   –   Controls
   –   Quality Management
Why Projects Fail

• Unrealistic or undeliverable objectives
• Poor management support
  • Lack of visibility
  • Lack of focus
  • Lack of controls
• Inadequate experience in the project team
• Failure to understand the critical success factors and
  risks surrounding the project
Recognizing The Challenges

• Detachment - the external
  perspective
• Experience - ability to tell when
  something is not right
• Information - metrics and measures
  that illuminate the situation
• Communication - businesses react
  to noise as much as content – make
  sure you do not leave a information
  vacuum for others to fill
Avoiding Common Project Pitfalls

• Set the right expectations
   – aim for something you can deliver
• Communicate effectively
   – “the biggest problem in communication lies in the illusion
     that it has taken place”
• Monitor, measure and understand
   – stay “in the room,”no rose tinted glasses
• Change is inevitable…manage it           !
   – stay adaptable and stay current
   – understand the effect of each, every and all the changes
So It Has All Gone Wrong
•   Loss of management belief and support
•   Loss of user buy in
•   Frustrated vendor relationship
•   Vilification of the project team, vendor, product,
    project objectives or all of the above
•   Continually slipping milestones
•   Failed to produce deliverables
•   Budget blown
•   Business case undermined
Project Rescue

• Needs a defined and very focused recovery method
   – Understand the issues
   – Re-engage the team
   – Get the project back on track


                                                                                      Project
                                            Restart and   Phased
Containment   Restatement   Re-engagement
                                            Replan        Recovery
                                                                     Phase Sign Off   Completion
                                                                                      Analysis
Role of the Project Management Office (PMO)

• Establishing and ensuring adherence to a defined
  methodology and a clear approach to project
  delivery
• Monitor the business case
• Manage communication
• High level execution management
   –   assess scope,
   –   allocate resources and
   –   verify time,
   –   budget,
   –   risk and impact assumptions
Timing is Everything

Phase               Description                     Risk

The Early Innings   25% into the project –            LOW
                    application exploration done,
                    started system design


Midgame          60% into the project –             MEDIUM
                 configuration done and testing
                 has started
The Home Stretch 90% - just about to go live          HUGE




                                                             14
Adding Resources

• Right people at the right
  time with the right skills is
  worth the cost

• Wrong people at the right
  time with the wrong skills is
  a huge mistake

• Skills, attitude, time



                                  15
Replacing Project Managers

• Client Project Mangers
   – Skill Problem?
   – Attitude Problem?
   – Has a full time job problem?
• Consultant Project Managers
   – Harder to replace because they don’t
     have as many
   – Replacing with a Client Project
     Manager? maybe




                                            16
Replacing Consultants

• Personality conflict with other team
  members
• Is the consultant “not liked” because
  they are simply a bearer of bad news?
• Will replacement have the same or
  better skills?
• Inability to contribute at the level
  expected by the client
• Timing matters
   – Mid project, OK, maybe
   – Right before we go live, NO




                                          17
Changing Consulting Firms

• We were promised skilled consultants and a proven
  approach
• Things to consider
   – Are the issues from the type of contract signed?
   – Can we solve the problem with different consultants from
     the same firm?
   – Are they software / systems issues and we are blaming the
     consulting firm?
   – What is the impact on the project timeline and cost?
   – What did we learn so that we do not repeat it with a new
     consulting firm?



                                                                 18
Avoiding the Point of No Return

• Everyone has to be proactive
• Move non-critical items to Phase II
   – Executive bonus tied to functionality?
   – Refer back to company goals
• Killing the Projects
   – Can be political and/or financial suicide
   – No chance of a successful go-live?
   – Step back and evaluate




                                                 19
Audits

• Pre-Project Audits
   –   Organizational Readiness Audit
   –   Data Readiness Audit
   –   Best Practices
   –   System Readiness
   –   Political Obstacles
• Mid-Implementation Audits
   – Step back and evaluate and adjust
• Post-Go Live Audits – Lessons Learned
   – What went wrong
   – What went right




                                          20
Things to Remember….

• Look at internal issues

• Look at external issues

• Tough decisions are required

• Ask for help !!




                                 21
About KeyedIn Consulting Group




Experts providing solutions to specific problems
   – Project Rescue
   – Project Management & Virtual PMO
   – People and Process Alignment
   – Business and IT Alignment
   – Enterprise Software Selection


                                                   22
Follow KeyedIn



       Corporate Website: www.keyedin.com



       www.twitter.com/keyedinsolution



       www.linkedin.com/company/2434133?trk=tyah




                                                   23
Free Whitepapers

Download
@
www.keyedin.com




                   24
Upcoming Webinars


7/10/12   The Replacement System: Why, How, When and Who
7/12/12   How to Successfully Engage Software Vendors & Their Software
7/17/12   Business Processes: Can’t Live With ‘Em, Can’t Live Without ‘Em
7/19/12   Support for the New System: Go Live Is Just The Beginning
7/24/12   Selecting Consultants: Just Like A Marriage–For Better Or For Worse
7/27/12   Enterprise System Implementation Strategies and Phases
7/31/12   Project Teams: People Issues, Roles and Responsibilities




                          Register at
                        www.keyedin.com


                                                                            25
Questions & Answers




Q A       &
   Copy of Presentation   Future Webinars

          Contact:
         Shelly Bird           Visit:
    sbird@keyedin.com     www.keyedin.com
   952-835-1041 ext.163

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Project Rescue - Fix or Kill It

  • 1. Project Rescue - Fix It or Kill It Executive Briefing June 28, 2012
  • 2. Housekeeping Phones are muted Use the question block for questions Copy of presentation available upon request
  • 3. About Your Presenter • Sr. VP KeyedIn Solutions Consulting Group – Helping companies align their business and technology – Focus on people, process, and then the technology – Subject matter expert on business process management – On-going research into next generation of technology for enterprise systems • 25 years experience in enterprise systems – USAF Research Project (1985) – Founder of enterprise quality software company (1988) • Trusted advisor to global organizations, government agencies, and professional groups http://www.linkedin.com/in/johncachat
  • 4. Today’s Discussion • Why Projects Fail • Recognizing The Challenges • How To Create Success • Keys to Project Recovery • How KeyedIn Consulting Group Can Help You Today
  • 5. How Did We Get Here? • Project Objective – Bad Example – To spend a great deal of money and cause huge disruption obtaining low quality deliverables with questionable ROI over an indeterminate and elongated time frame • Project Objective – Good Example – create a unique organization created to deliver a defined result within an agreed timeframe with identified resources
  • 6. What is a Project? • A project is a unique organization created to deliver a defined result within an agreed timeframe with identified resources • Made Up Of – Objectives – Deliverables – Milestones – Resources Relationship Triangle
  • 7. Project Management • Business Case – Why do we want to do this? – What will it do for the business? – How much will it cost? – What are the risks? – What if we do nothing? • Project Approach – Scope – Phasing – Controls – Quality Management
  • 8. Why Projects Fail • Unrealistic or undeliverable objectives • Poor management support • Lack of visibility • Lack of focus • Lack of controls • Inadequate experience in the project team • Failure to understand the critical success factors and risks surrounding the project
  • 9. Recognizing The Challenges • Detachment - the external perspective • Experience - ability to tell when something is not right • Information - metrics and measures that illuminate the situation • Communication - businesses react to noise as much as content – make sure you do not leave a information vacuum for others to fill
  • 10. Avoiding Common Project Pitfalls • Set the right expectations – aim for something you can deliver • Communicate effectively – “the biggest problem in communication lies in the illusion that it has taken place” • Monitor, measure and understand – stay “in the room,”no rose tinted glasses • Change is inevitable…manage it ! – stay adaptable and stay current – understand the effect of each, every and all the changes
  • 11. So It Has All Gone Wrong • Loss of management belief and support • Loss of user buy in • Frustrated vendor relationship • Vilification of the project team, vendor, product, project objectives or all of the above • Continually slipping milestones • Failed to produce deliverables • Budget blown • Business case undermined
  • 12. Project Rescue • Needs a defined and very focused recovery method – Understand the issues – Re-engage the team – Get the project back on track Project Restart and Phased Containment Restatement Re-engagement Replan Recovery Phase Sign Off Completion Analysis
  • 13. Role of the Project Management Office (PMO) • Establishing and ensuring adherence to a defined methodology and a clear approach to project delivery • Monitor the business case • Manage communication • High level execution management – assess scope, – allocate resources and – verify time, – budget, – risk and impact assumptions
  • 14. Timing is Everything Phase Description Risk The Early Innings 25% into the project – LOW application exploration done, started system design Midgame 60% into the project – MEDIUM configuration done and testing has started The Home Stretch 90% - just about to go live HUGE 14
  • 15. Adding Resources • Right people at the right time with the right skills is worth the cost • Wrong people at the right time with the wrong skills is a huge mistake • Skills, attitude, time 15
  • 16. Replacing Project Managers • Client Project Mangers – Skill Problem? – Attitude Problem? – Has a full time job problem? • Consultant Project Managers – Harder to replace because they don’t have as many – Replacing with a Client Project Manager? maybe 16
  • 17. Replacing Consultants • Personality conflict with other team members • Is the consultant “not liked” because they are simply a bearer of bad news? • Will replacement have the same or better skills? • Inability to contribute at the level expected by the client • Timing matters – Mid project, OK, maybe – Right before we go live, NO 17
  • 18. Changing Consulting Firms • We were promised skilled consultants and a proven approach • Things to consider – Are the issues from the type of contract signed? – Can we solve the problem with different consultants from the same firm? – Are they software / systems issues and we are blaming the consulting firm? – What is the impact on the project timeline and cost? – What did we learn so that we do not repeat it with a new consulting firm? 18
  • 19. Avoiding the Point of No Return • Everyone has to be proactive • Move non-critical items to Phase II – Executive bonus tied to functionality? – Refer back to company goals • Killing the Projects – Can be political and/or financial suicide – No chance of a successful go-live? – Step back and evaluate 19
  • 20. Audits • Pre-Project Audits – Organizational Readiness Audit – Data Readiness Audit – Best Practices – System Readiness – Political Obstacles • Mid-Implementation Audits – Step back and evaluate and adjust • Post-Go Live Audits – Lessons Learned – What went wrong – What went right 20
  • 21. Things to Remember…. • Look at internal issues • Look at external issues • Tough decisions are required • Ask for help !! 21
  • 22. About KeyedIn Consulting Group Experts providing solutions to specific problems – Project Rescue – Project Management & Virtual PMO – People and Process Alignment – Business and IT Alignment – Enterprise Software Selection 22
  • 23. Follow KeyedIn Corporate Website: www.keyedin.com www.twitter.com/keyedinsolution www.linkedin.com/company/2434133?trk=tyah 23
  • 25. Upcoming Webinars 7/10/12 The Replacement System: Why, How, When and Who 7/12/12 How to Successfully Engage Software Vendors & Their Software 7/17/12 Business Processes: Can’t Live With ‘Em, Can’t Live Without ‘Em 7/19/12 Support for the New System: Go Live Is Just The Beginning 7/24/12 Selecting Consultants: Just Like A Marriage–For Better Or For Worse 7/27/12 Enterprise System Implementation Strategies and Phases 7/31/12 Project Teams: People Issues, Roles and Responsibilities Register at www.keyedin.com 25
  • 26. Questions & Answers Q A & Copy of Presentation Future Webinars Contact: Shelly Bird Visit: sbird@keyedin.com www.keyedin.com 952-835-1041 ext.163