1. Corvelle Drives Concepts to Completion It's 10 a.m.! Do you know where your IT projects are? Project World Vancouver, B. C. 26 October 2009 1

2. Corvelle Drives Concepts to Completion Presentation Objectives Address project success factors in the Project Charter Recognize common project factors that lead to success or failure Build an understanding of corrective actions when a project failure factor looms 2 Take away ideas that will help us position our projects for greater success

3. Corvelle Drives Concepts to Completion Yogi Schulz Biography Partner of Corvelle Consulting Information technology related management consulting Microsoft Canada columnist & CBC Radio host PPDM Association board member Industry presenter: – Project World - 4 years – CIPS Informatics - 7 years – PMI - Information Systems SIG - 2 years – Convergence - 4 years – PPDM Association - several years 3

4. Corvelle Drives Concepts to Completion Presentation Outline Introduction Objectives Analysis of project success and failure factors Recommendations Discussion 4

5. Corvelle Drives Concepts to Completion Project Success and Failure Factors 1.Project Goal 2.Project Sponsor 3.Project Manager 4.Project Benefits 5.Project Plan & Status 6.Project Budget & Status 7.Project Organization 8.Project Resources 9.Project Steering Committee 10.Stakeholder Communication 11.Change Management 12.Project Technology 5

6. Corvelle Drives Concepts to Completion Project Goal I've seen a crisp statement of the project goal I've heard a lot of debate about goals Im not sure what the goal is Facilitate a discussion to build a clear statement of the project goal List a small number of objectives Have the project steering committee endorse the project goal 6 Good Bad Ugly Fix

7. Corvelle Drives Concepts to Completion Project Sponsor I know the senior executive by name The role is diffused among multiple individuals There is no project sponsor Appoint the manager that gains the most as project sponsor Provide orientation 7 Good Bad Ugly Fix

8. Corvelle Drives Concepts to Completion Project Manager A full-time project manager is in place Project manager has insufficient experience Project is being managed as a self- managed team Appoint an IT professional with a record of successful delivery as project manager 8 Good Bad Ugly Fix

9. Corvelle Drives Concepts to Completion Project Benefits I can articulate the benefits Perceptions about the reality of benefits vary No one is accountable for securing the benefits Ask the project team to list the benefits Quantify tangible benefits Link intangible benefits to key goals Cancel dubious projects 9 Good Bad Ugly Fix

10. Corvelle Drives Concepts to Completion Project Plan & Status I've created the same summary Gantt chart showing plan and progress I've never produced a Gantt chart Whats a Gantt chart? Lead the project team create a detailed project plan Use a credible software package to manage the project plan Insist on monthly progress reports 10 Good Bad Ugly Fix

11. Corvelle Drives Concepts to Completion Project Budget & Status I've produced the budget and see regular updates Budget and spending amounts change over time No budget has been established or approved Lead the project team to create a budget Produce monthly update reports 11 Good Bad Ugly Fix

12. Corvelle Drives Concepts to Completion Project Organization I've created a reasonably clear organization chart I've created more than one organization chart Im not clear who is on the project team Create a project organization Define roles and responsibilities Fill vacancies 12 Good Bad Ugly Fix

13. Corvelle Drives Concepts to Completion Project Resources Most individuals on the project organization chart are full-time and are employees More individuals are part-time or contract staff than are full-time employees Were using the virtual resource concept Staff the project team with mostly full-time individuals Contain the contractors Minimize geographic dispersion 13 Good Bad Ugly Fix

14. Corvelle Drives Concepts to Completion Project Steering Committee Key business areas are represented The committee doesn't exist Committee membership is unclear or meetings are sporadic Create a project steering committee Ensure executive membership Hold regular meetings 14 Good Bad Ugly Fix

15. Corvelle Drives Concepts to Completion Stakeholder Communication Ive ensured effective communication to stakeholders Communication to stakeholders is sporadic Ive not observed communication to stakeholders Ramp up stakeholder communications Formally approve project deliverables 15 Good Bad Ugly Fix

16. Corvelle Drives Concepts to Completion Change Management The project team is introducing new business processes The project team is not introducing new business processes The project team doesnt believe change management is required Recognize that every IT project introduces changes Insist that change management is in scope 16 Good Bad Ugly Fix

17. Corvelle Drives Concepts to Completion Project Technology The project consistently uses a short list of technologies The project uses an extensive and changing list of technologies Technology buzzwords abound in discussions Select a set of technologies Pick technologies where the IT organization demonstrates experience 17 Good Bad Ugly Fix

18. Corvelle Drives Concepts to Completion Recommendations Address project success factors in the Project Charter Recognize common project factors that lead to success or failure Take corrective actions when a project failure factor looms 18

19. Corvelle Drives Concepts to Completion Project Evaluation Checklist 19 Project Success or Failure Factors Project Goal Project Sponsor Project Manager Project Benefits Project Plan & Status Project Budget & Status Project Organization Project Resources Project Steering Committee Stakeholder Communication Change Management Project Technology GoodBadUgly

20. Corvelle Drives Concepts to Completion Questions & Discussion 20 Can you help us improve project delivery? Please fill out evaluation form

21. Corvelle Drives Concepts to Completion It's 10 a.m.! Do you know where your IT projects are? Corvelle Consulting 700, 205 - 5 Ave. S. W. Calgary, Alberta T2P 2V7 Phone: (403) 249-5255 E-mail: YogiSchulz@corvelle.com Web: www.corvelle.com Yogi Schulz Partner of Corvelle Consulting Information technology related management consulting Microsoft Canada columnist & CBC Radio host Industry presenter PPDM Association board member 21

22. Corvelle Drives Concepts to Completion 22 Corvelle Drives Concepts to Completion