Service Delivery Process

• Project Baseline Elements
• Project Execution
• Project Accounting
• Process Management
• Requirements Management
• Relationships Management

Team Operating Agreements and Facilitation Services

• Team formation & project initiation around a Team Operating Agreement among stakeholders -- i.e., rules of engagement and best practices for successful teams and successful projects
• Alignment around a shared vision, shared values and shared processes
• Facilitation of a partnering process & team operating agreement based on best practices and objective performance metrics
• Advanced communication tools
• Training — a long history of success, including The Boeing Company's very first in-house course on project management
• Coaching to refine communication skills and diplomacy
• Building accountability to adopted success metrics
• Process discovery and development
• Assessment and certification of processes and performance
• Project planning & optimization

Project-Startup-to-Post-Mortem Process

• Define the charter of the project -- purpose and scope, budget, methodology, factors critical to success, key performance indicators, metrics, project management processes.
• Assess the state of business processes, stakeholder relationships, and cultural supports for the project.
• Justify expected benefits, costs and risks.
• Define the role(s) for each stakeholder including skills and support expected.
• Formulate and execute a Team Operating Agreement among all stakeholders.
• Establish the processes & tools for knowledge sharing and project accountability.
• Develop a first draft of the project plan.
• Obtain commitments from the sponsoring executives to support the project.
• Initiate the project with a kickoff meeting that includes all participants.
• Report progress relative to the project plan with particular attention to factors critical to success and metrics.
• Conclude a milestone -- Deliver and assess a significant deliverable or group of deliverables.
• Conclude the project.
• Conduct a post-mortem analysis and publish results to the team.

Project Management Context

• Project Baseline Elements
• Project Execution
• Project Accounting
• Process Management
• Requirements Management
• Relationships Management

Project Baseline Elements

• Project Charter
  • Definition of purpose and scope
  • Initial budget limits -- time and money
  • Project methodology
  • Factors critical to success
  • Key performance indicators (KPIs)
  • Success metrics for the project plan
  • Cultural support systems (in place + needed)
• Project Justification -- Expected Benefits, Costs of Change, and Risks
• Stakeholders + Roles -- Executive Sponsors + Participants
• Standards for Communication Among Stakeholders
• Team Operating Agreement Among Stakeholders
• Communication Plan
• Risk Management Plan
• Project Management Processes + Tools -- Knowledge Sharing, Accountability
• Project Plan -- first draft
• Progress Metrics
• Success Metrics
• Expense Budget

Project Execution

• Kickoff Meeting for Stakeholders
• Knowledge Sharing Facilities
• Communication Tracking Facilities
• Business Requirements + Current Business Processes
• Functional Design Specifications
• Configuration of Solution (Component, Assembly, Version, Release)
• Product Quality Assurance and Release Strategy
• Post-Mortem Analysis including Lessons Learned and Do-Different-Next-Times

Project Accounting

• Project Plan
• Request for Status Update
• Progress Report
• Time Sheet
• Expense Budget
• Purchase Order
• Expense Invoice

Process Management

• Methodology
• Deliverable
• Business Process
• Workflow
• Meeting
• Request for Resolution (Issue)
• Request for Preferences and Ratings (Survey)

Requirements Management

• Business Requirements
• Functional Design Specifications
• Request for Product Change (Change Request)
• Request for Information (Refined Specifications)
• Request for Service (Problem Report)
• Request for Approval (Submittal)

Relationships Management

• Team Operating Agreement
• Mutual Support Agreement (Behaviors to Start, Stop, Continue)
• Shared Task List
• Request for Commitment: Action Item
• Request for Status Update
• Request for Feedback
• Request for Acknowledgement
• Request for Support
• Request for Preferences and Ratings (Survey)
• Request for Consensus
• Meeting -- from requesting the meeting through publishing results
• Rock-the-Boat Session