Download - Pmo discussion
Portfolio Management Office
Ensuring a ‘Green’ picture
Andrew Hall
2
Business Context
• Information agenda for health, public health and social care.
• Support system-wide responses the use of information and indicators.
• Redesign of services and business models to ensure alignment with
national ICT / procurement strategies and policies.
• Re-profile / develop engagement with the public, patients and healthcare
professionals to ensure services and products are fit for purpose
• System wide partnership working to enhance collective engagement with
the clinical and healthcare community, enabling their ownership and
involvement with the information agenda.
• Consolidate and extend our portfolio to respond to an expanding
customer base and nature of requirement.
• Business development geared towards making a greater contribution to
economic growth.
DependencyManagement
ProfessionalDelivery
Resource Planning
Status Reporting
Risk & IssuesManagement
FinancesForecasting Plans &
MilestoneTracking
Key Components: Portfolio Delivery
Capacity & Capability• A resource allocation / re-allocation process giving project professionals a steady transition from project to
project• Facilitate all recruitment for project, programme, PMO and Business Analyst skills for projects in the
portfolio• Portfolio level resource plans enabling better understanding of the resource demand and capacity within
Increased consistency, efficiency and quality• Improved decision-making through a streamlined and supported internal business processes• Clear route, guidance and support through the external policy approvals process• Provision of clear templates, guidance and support for internal and external approvals and assurance,
e.g. Major Projects Authority / ISO • Creation of standard reporting processes
Recruitment &
On boarding
Quality Assurance
PortfolioGovernance
BusinessChange Lifecycle
Training & Career Path
KnowledgeManagement
Portfolio Level
Dependencies
Change Control
Key Components: People and Processes
Standard, repeatable and professional processes• Ensure standards meet the needs of project teams• Provide coaching and support for project management deliverables where needed• Build a portfolio knowledge centre to share best practice
Enhanced decision making • Portfolio Delivery Strategy supported by detailed assurance map• Publish high quality monthly Executive Information Packs• Provide a high quality reporting and escalation process• Build and maintain relationships with major stakeholders and governance teams
Collaborative open team culture • Provide a standard “business change lifecycle” • Work with the business to ensure effective resource allocation • Provision of training, development
Effective allocation of project and business area resources• Portfolio Delivery Strategy with embedded planning standards• Ensure timely, high quality status metrics
InformationManagement
Post Implementation
Reviews
CostManagement
InvestmentAppraisal
FinanceKPI’s
ExecutiveInformation
JourneyManagement
PortfolioBenefits &
Strategy
Key Components: Benefits and Investment
Improved benefits planning, tracking and realisation• Support business areas throughout the business case process• Ensure tools and templates are flexible and fit for purpose• Provide training when required• Ensure a proportionate, flexible approach to benefit exercises depending on project type and size
Effective investment decision making• Ensure high quality governance and business processes• Assess each business case for contribution to strategic aims• Manage relationships with all stakeholders and key decision makers/partners• Timely and appropriate communication of key investment decisions
More effective allocation of resources• Prioritisation processes in line with financial planning business objectives• Integration of benefits realisation plans• Provision of lessons learned and knowledge sharing facility
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Managing differences
Business cases supported by benefits plan
Identify& Structure
Benefits
PlanBenefits
Realisation
Potentialfor Further
Benefits
Review & EvaluateResults
Execute Benefits
Plan
ROI - were the objectives & benefits achieved & why / why not?
Establish links between business drivers, objectives &Benefits
Establish dependencies
Involve stakeholders to gain ownership of the benefits & changes
Use the knowledge gained by stakeholders to identify more value
Planning changes based on the affects on the benefits
Take remedial action to recoverbenefits where possible