Strategic Program Management
Strategic obj Mission to align High level milestones High level framework Id high level Benefits Stakeholder analysis eval org capability Estimate benefits Assess obj with PEST Approvals Integration opportunity Charter Strategic goals and obj in plan milestone plan resposiblity matrix Measurement criteria kickoff Scope PWBS PGMP Optimize PGMP PMIS Project Issues management Develop KPI/BSC etc Monitor key HRs Initiate components Establish consistency Communication feedback Lead HR function Review PM performance Execute PGMP Consolidate pgm and project data Eval pgm status Approve closure Analyze variance Update plans with corrective actions Pgm issues management Manage changes Conduct impact assessments Manage risk Pgm performance analysis Stakeholder approval Transition/closeout PIR Initiating
Pgm lifecycle management
Planning
Executing
M&C
Closing
Report lessons learned Benefits Management Benefits realization plan Id and capture pgm synergies Sustainment plan Monitor metrics Verify close, transition and integrations Benefits register Analyze update benefits relization and sustainment plans Develop transition plan Id stakeholder Stakeholder analysis Negotiate support Generate/maintain visibility Define/maintain communications Eval risks Foster relationship Standards Select model/policies Obtain authorization Eval KPI Develop PMIS Eval strategic risks Define escalations Lessons learned repository Monitor business env Pgm integration mgmt
Stakeholder management
Governance
Domain
Strategi Program Management Program Lifecycle Initiating
Program Lifecycle
Benefits LC
Benefits
Benefits Identification Identify and quantify benefits Benefits Analysis Prioratize Benefits, Develop Benefit Metrics Benefits Planning Map Benefits to Program Plan Develop Benefits Realization Plan
Tasks
11 35
Exam %
15 44 6
Q
25
Pre Program Prep
Benefits Identification
10
Planning
Program Initiation Program Setup
Benefits Analysis Benefits Planning
11
19
Executing
Deliver Program Benefits
Benefits Realization
Benefits Realization Report Benefits Maintain Benefits Register Monitor Components
14
Monitoring and Controlling
Deliver Program Benefits Benefits Transition Benefits Transition Consolidate Ongoing Benefits Transfer Responsibility
10
Closing Benefits Stakeholder Governanance
Program Closure Follow Benefits LC
5 8 7 11
3 11 16 14
Process Group Knowledge Area Initiating Planning Develop Program Management Plan Develop Program Infrastructure Define Program Goals and Objectives, Plan Program Scope, Develop Program Requirements, Develop Program Architechture, Develop PWBS Develop Program Schedule Executing Direct and Manage Program Execution Manage Program Resources Monitoring and Controlling M&C Program Performance Manage Program Issues Closing
Program Integration Management
Initiate Program
Close Program
Program Scope management Program time management Program Cost management Program Quality Management Program HR Management Program Communications Management
Manage Program Architechture Manage Component Interfaces
Monitor and Control Program Scope Monitor and Control Program Schedule
Program Risk Management Program Procurement management Develop Program Financial Framework
Plan Communications Develop Risk Management Plan, Identify Program Risks, Analyze Risks, Develop Risk Response Plan Plan Procurements Develop financial plan, Estimate Program Costs, Budget Program costs Plan Stakeholder Management Identify Stakeholders Esablish Governance Structure Plan Program Audit Plan Program Quality
Distribute Information
Report Performance
Monitor and Controls Risks Conduct procurements Adminitster Procurements Close Program Procurements
Program Finance Management Program Stakeholder Management
Monitor and Control Program Financials Engage Stakeholders Manage Stakeholder Expectation Provide Governance Oversight Manage Program Benefits M&C Program Changes
Program Governance Management
Approve Component Initiation
Approve Component Transition
Process Group Initiating
Process Initiate Program
Input Strategic Goal Business Case Existing org Structure and Policies Existing Org work Existing Components Program Charter Program Roadmap Existing Org Work Best Practices Library
Output Assignment of Program Manager Business Case Update Program Roadmap Program Charter
Tools and Techniques Expert Judgement Feasibility Studies Cost Benefit Analysis Comparative Advantage Analysis
Specific SWOT
Planning
Develop Program Management Plan
PGMP Update to Roadmap Program transition plan
PMIS PMO Expert Judgement Procurement processes Tolerances Planning Techniques Expert Judgement Capacity Planning Review meetings Component Analysis
Program plan building is iterative
Planning
Develop Program Infrastructure
PGMP Program roadmap Organization policies and guidelines Best Practices library
Core team assignments Program infrastructure Program management processes Program resource plan
infrastructure can be updated as needed
Executing
Direct and Manage Program Execution
PGMP Program Roadmap Audit Reports Performance Reports Go-no-go decisions Work Results Change Requests PGMP Program Resource Plan Resource Availabiilty Component status reports PGMP Program Performance Reports
Roadmap updates Component Initiation Requests Component Transition Requests Approved Change Requests Program issues register
PMIS PMO Expert Judgement Contract management plan Decision logs Impact analysis Tolerances PMIS PMO Expert Judgement
Executing
Manage Program Resources
Program Resource plan updates
M&C
M&C Program Performance
Program Performance Reports Forecasts
PMIS Expert Judgement Review meetings EVM Program Performance analysis Gap, Risk, Issues, Trend and Probability
Manage Program issues
PGMP Risk Register Issues Register Audit Reports Performance Reports PGMP Program transition plan Program closure recommendation
Updates issues register Change Requests
Expert Judgement Issues analysis
Closing
Close Program
Released resources Final reports Knowledge Transition Closed program
PMIS Expert Judgement Contract closure procedure
Process Group Planning
Process Plan Program Scope
Input Business case Program Charter Program scope statement Program scope management plan
Output Program scope statement Program scope management plan Program scope statement updates Benefits realization plan
Tools and Techniques PMIS Expert Judgement Expert judgements Interviewing Focus groups Customer acceptance reviews Requirements gathering Requirements analysis Design reviews Expert Judgement Brainstorming Requirements validation and verification
Specific
Planning
Define Program Goals and Objectives
Can be part of focus groups as well Interviews, Focus groups, Surveys
Planning
Develop program requirements
Scope statement Roadmap Business case change requests
Program requirements document Component requirement document
Planning Planning
Develop program architecture Develop PWBS
Program requirements document Program Requirements Document Component Requirements document Program architecture baseline
Program architecture baseline PWBS WBS Matrix
Technical knowledge Expert Judgement WBS Template Mgmt planning process Task responsibility matrix System configuration tools Expert judgement Change impact analysis Out of PWBS is out of scope To balance Pgm and business objectives Theory X and Theory Y
Executing
Manage Program Architecture
Program Architechture PGMP Change requests
Architecture baseline updates PGMP updates Approed change requests
Executing
Manage Component Interfaces
Program Architecture Approved change requests PGMP PGMP updates Change Requests Pgm Comm Mgmt Plan updates Program communications management plan Component stakeholder management guideline PGMP Approved Change Requests Scope statement Program Architecture Component transition request Governance plan Scope statement updates Requirements updates PGMP Updates Approved change requests Pgm Document repository update
Expert judgement Comminications technique Conflict resolution Review meetings
M&C
M&C Program scope
Expert Judgement PMIS Audits Decision making Review meetings
Process Group Planning
Process Develop Program Schedule
Input Architecture baseline
Output Master schedule
Tools and Techniques Cash flow analysis
Specific Cashflow for component starts etc Enhance benefits delivery by adjusting schedule (in case program is giving incremental benefits) Essential, conditional and optional constraints
Program Charter Program Constraints Risks register PWBS M&C M&C Program schedule
Component milestones Risk rgister updates Charter updates Pgm schedule
Benefits analysis Schedule management tools
Master schedule Master schedule updates Schedule management Component status Component schedule Program metrics Approved change request Program performance EVM Risk register
RYG Report PV, EV and AC
Process Group Process Planning Plan communications
Input PWBS PGMP Pgm charter Stakeholder register Stakeholder management plan Scope statement Program master schedule Communications requirements Orgnization communications strategy Governance Plan Communications Strategy Communications Log Pgm Comm mgmt plan Stakeholder Register Communication Messages Change Request Log Governance Decision Component Charter Program master schedule PWBS Pgm performance reports approved change requests issues register risk register PGMP Pgm master schedule Variance reports Go-nogo decisions Performance measurements Benefit realization plan Forecasts Program budget baseline
Output Pgm Comm mgmt plan Communications log Communications strategy
Tools and Techniques PMIS Communication requirements analysis Communication methods
Executing
Distribute Information
Program performance reports Lessons learned updates Pgm Comm mgmt plan updates Comminications log updates
Communication skills Info. gathering and retrival systems Information distribution methods Lessons learned database
M&C
Report Program Performance
Pgm performance reports Pgm forecasts Communications messages Benefits realization report
Information presentation tools Status gathering and compilation Status review meetings Time reporting systems Cost Reporting systems
Process Group Planning
Process Develop Risk Management Plan
Input PGMP Program Scope Document Stakeholder management plan Lessons learned database Resource plan Program governance structure Program architecture baseline PGMP
Output Program Risk management plan
Tools and Techniques Planning meeting and analysis Lessons learned review
Specific approach, budgeting timing Risk categories RBS Risk scores
Planning
Identify risks
Risk Register
Documentation Reviews
Program RMP Program Scope Document Component RMP
Risk root cause updates
Brainstorming(Nominal group technique or Crawford Slip), Delphi, Interviewing, Root cause analysis, Business Case Information gathering techniques Analysis Checklist analysis Assumption analysis Cause effect, Influence diagram, affinity diagram
Stakeholder management plan Governance structure Lessons learned DB
Diagramming technique Lessons learned review Scenario analysis SWOT Risk register updates Risk Data quality assessment Probablit and Impact matrix/assessment Risk categorization Risk urgency assessment Impact assessment of interdependancies
Planning
Analyze Risks
PGMP PGRMP Risk Register Pgm Architechture baseline Lessons Learned DB
RBS
+Ve correl vs -Ve correl Brainstorming(Nominal group technique or Crawford Slip), Delphi, Data gathering and representation RBS/WBS Matrix, Causal techniques maps LCC,IRR,NPV, EMV, Utility Theory, Force Field analysis, Sensitivity analysis, Simulations, Scenarios, Industry Quantitative risk analysis and segment specific risk modelling techniques analysis Independent reviewers Strategies for - +Ve Risks (Opportunities) Exploit, Share, Enahance, Accept Accept, Avoid, Transfer, Strategies for - -Ve Risks (Threats) Mitigate Contingency Plan Prep Risk Response action planning Risk review meetings Risk audits Lessons learned review Monitor Pgm Env Monitor legal issues and climate
Planning
Plan Risk Responses
PGRMP Risk Register Component Risk Response Plans
Risk register updates Contingency Reserves Contingency plans Change Requests Preventive actions Risk register updates PGRMP Updates Lessons learned DB updates
M&C
M&C Program Risks
PGRMP PGMP Risk Register Issues Register Contigency Reserve Architecture baseline Performance Reports
Process Group Process Planning
Input
Output Qualified Sellers List
Tools and Techniques Make-Buy analysis
Plan Pgm Procurements Market Env Factors
Budget allocations Component Scope Program Charter
Pgm Procurement Mgmt Plan Budget adjustments Contract Management plan
Procurement Planning Assessment of Org competencies Expert Judgement Comperative analysis of service providers Proposal evaluations (Weighing system, screening system, seller rating system) Contract negotiation Distribution of RFP/RFI/RFQ Cash flow analysis Bidder conferences Procurement planning Develop qualified seller list Change control procedures Seller selection Expert judgement
Executing
Conduct Pgm Procurements
Pgm Procurement Mgmt Plan Qualified Seller List Contract Management Plan PGMP (Pgm risk register) Subcontract procurement Plans Component Cost estimates Program assets
Selected Sellers Contracts RFP/RFI/RFQ Identified internal service providers Procurement mgmt plan updates Contract mgmt plan updates Component payment schedule updates
M&C
Administer pgm procurements
Contracts Pgm Procurement Mgmt Plan Performance reports Budget baseline Payment approval requests Approved changes Component payment schedule
Contract update Procurement plan updates Performance report updates budget baseline update budget updates Payment approvals Payment schedule updates
Contract performance review Change control system Payment control system Engage and manage suppliers Budget management system Inspections and audits
Closing
Close Program Procurements
Contracts Budgets Performance Report PGMP Component Closure Notification
Closed contracts Procurement performance reports Closed budget allocations
Contract closure procedure Supplier performance review Budget allocation and reconclliation
Process Group Process Initaiting Establish Financial Framework
Input Pgm funding source Funding goals Funding constraints Business case PWBS PGMP Pgm financial framework Funding constraints
Output Pgm financial framework Business case updates
Tools and Techniques Funding methods Financial analysis Payment methods
Specific
Planning
Develop pgm financial plan
Pgm finanacial plan Pgm payment schedules Component payment schedules Pgm operational costs Pgm financial metrics pgm cost estimates component cost estimates
Financial analysis Contract management Pgm operational cost analysis
Planning
Estimate pgm costs
Contingency Reserves Contracts
TCO Analysis Reserve analysis
Pgm architecture baseline PGMP Pgm Risk Register
Estimating techniques Architecture/cost tradeoffs Procurement analysis Computer cost estimating tools Expert Judgement Pgm Budget Baseline Pgm Payment schedules Component payment schedules Cost Analysis Reserve analysis
Expert Judgements, Analogous Estimating, Parametric Estimating, Bottom up estimating, Three point estimates, Reserve analysis, estimating software, Vednor Bid analysis
Planning
Budget pgm costs
PGMP Contracts Pgm Architecture baseline Pgm Cost Estimates Component Cost Estimates Contracts PGMP Pgm financial plan Pgm budget baseline Change Requests
M&C
M&C Pgm Financials
PGMP Updates Approved change requests Pgm budget baseline updates Component budget closed Pgm budget closed Contract payments EAC Corrective actions
EVM Cost CMS Contract Cost MS Status Review Cost Forecasting techniques Pgm Op Cost Analysis
Process Group Process Planning Plan pgm stakeholder mgmt
Input Strategic plan Program Charter Program sponsor identification Business case Contracts RFP Org Chart Pgm Stakeholder mgmt plan
Output Tools and Techniques Pgm Stakeholder management plan PMIS Component stakeholder management guidelines Stakeholder analysis
Planning
Identify pgm stakeholders
Stakeholder Register/inventory Pgm Stakeholder management plan updates Stakeholder management strategy
Expert Judgement Org Analysis Inerviewing Focus groups Brainstorming Stakeholder analysis Qusionnaires & Surveys Stakeholder checklist Pgm impact analysis Stakeholder analysis Stakeholder impact and issues tracking and prioratization tool Program impact analysis
Executing
Engage pgm Stakeholders
Charter stakeholder mgmt plan stakeholder mgmt strategy stakeholder register stakeholder inventory
Stakeholder management strategy updates Stakeholder metrics
M&C
Manage stakeholder expectations
Stakeholder Mgmt plan/strategy Stakeholder Register/inventory Stekaholder metrics Pgm communications mgmt plan
Stakeholder Mgmt plan/strategy updates Pgm communications mgmt plan updates
Negotiation Conflict mgmt Communications influencing
Process Group Process Plan and Establish governance Planning structure
Input PGMP Strategic directive Benefits realization plan Org Chart
Output Governance Plan Audit Plan Issues escalation process
Tools and Techniques PMIS Expert Judgement Org Planning PMO Issues management Best practices library Audit planning Written deviations Pgm document repository Cost/Benefit analysis Benchmarking Checklists
Planning
Plan program audit
Notification of audit Audit plan Pgm mgmt processes PGMP Benefits realization plan Org quality standards
PGMP updates Audit plan updates
Planning
Plan pgm quality
Pgm quality management plan
External regulations Executing Approve Component initiation PGMP Componenet charter Component initiation requests Component initiation criteria M&C Provide Governance oversight PGMP Risk register Issues Register Governance plan Gate review decision request Pgm performance reports M&C Manage Pgm Benefits PGMP Charter Performance reports Governance plan M&C M&C Program Changes PGMP Change requests Change Request log Benefits realization report Component transition report Go/No-go decisions Governance decision register Governance plan updates Program closure recommendation Go/No-go decisions Change requests
COQ Reviews Expert Judgements
Reviews Expert Judgement
Benefit realization report Governance plan updates Change Requests
Reviews Benefits realization analysis
Approved change requests Change request log updates
Reviews impact analysis
Closing
Approve Component transition
Component transition decision Benefits realization report updates Lessons learned PGMP updates
Reviews
Process G Knowledge Area Initiating
Planning
Process Group Executing
Monitoring and Controlling
Closing
