Portfolio, Programme and Project Management


Business Integrated Governance - Introduction

Business Integrated Governance (BIG) enables us to manage the journey from Main Board Opportunities, Threats, Imperatives and Goals (OTIGs) to Objectives for change, Targets for operation and Challenges for innovation (OTCs) and back again.

We use portfolios to translate Objectives into a roadmap with Change Portfolio leaders to deliver benefit and strategic attainment with better governance and greater alignment of activity to Objecives and Challenges.

We work alongside Operations Heads working towards their Targets from Busienss Plans and enure our "change" and "run" workstreams are aptly prioritised.

We provide introduction slides with a voice over here. They provide high-level visualisation of all the interconnected concepts, but we also provide a brief written description of a BIG Organisation - what it looks like in words here.

In the following sections, we explain the Origin of the BIG solution, present its Key Drivers, outline an Engagement approach, explain the Technology element, outline an approach to Training, offer First Steps - and introduce the BIG People that can do this with you.


Origin

The BIG framework has been developed out of collaboration between several highly respected independent consultants off the back of the ongoing thought leadership from the Public Domain Core P3M Data Club.

It provides the wisdom to enable an organisation to benefit form the knowledge emerging from the Core P3M Data Club - from the vision to the approach to deliver it. We do this by offering workshops / training to understand it, to support to develop a business case, to develop a roadmap, improve existing capabilities, support transformation and to assist with sustainment. We can support BIG organisations in every way - with simple advice, to mentoring / guidance, training and full-blown consulting support / programme management.


Drivers

Each organisation has to establish its own opportunities and threats and understand if there are any related imperatives or organisational goals that a BIG solution can support. Hence objecives can be set. Where there is uncertainty, it may be sensible to set a challenge to explore current state and possible benefit forecast to support business case, or even carry our a proof of concept or pilot adoption (discussed further in First Steps).

Problem drivers?

Looking at current state without a BIG framework, our portfolio, programme and project governance may be more expensive to run and less effective than it could be. It may be dis-integrated from Financial Operations and how Management Teams do resourcing, adopt change and deliver benefits. This will impede our business agility meaning we do the wrong things for too long and take on the right things too slowly. Accountability will be more opaque than necessary, and our overall our strategy outcomes may be less than we plan for.

Recently available enablers

Imagining a future state with a BIG framework, we can expect greater efficiency and effectiveness of oversight and delivery, more confidence in outputs / outcomes / benefits, greater agility to respond to changing environment / opportunities / threats, and greater strategy attainment from clear accountability and resources / finances being allocated to the most important items.


Components

There are a number of key elements to a BIG model.

Firstly, there is collating understanding of your Organisation Structure and Reporting Lines, and how current workstreams and governance arrangements map onto that (Workstream Mapping).

Once clear, we can understand / define the Governance Framework and how each Governance Node fundamentally should operate. From there, we can review / clarify / update the Operating Models behind the governance needs and indicate Business Support and Assurance implications.

 

We are not prescriptive about delivery methods or tools used, except in regard to ensuring that the data for governance emerges at the right time with the right quality from them. This means we can run a portfolio that contains programmes, projects, products, workstreams, and service levels - each of which may have different tools and internal processes.

With clear structure, mapping and governance model it will be possible to know who to engage for MI Needs. From the MI needs we can derive a Data Model for management dashboards that support performance management, forecasting and decision making.

We can then prepare the Integration Solution to gather data from our manual data feeds or pre-existing enterprise solutions.

The last component is Leadership. Without the ability to define a vision, develop a roadmap, to inspire change and secure resources / funding, there is no hope of creating the conditions for Business Integrated Governance or inspiring / driving culture change. Leadership is required through the lifecycle of the initiative (including but not limited to the start) and from a level which can coordinate efforts from and across major business functions. This can be broken down into sponsorship (highest level authority for the initiative), direction (setting and driving the strategy for the sponsor), management (coordinating / enabling / achieving).

With these key components, the BIG approach will deliver better strategy outcomes, greater business agility, increased staff motivation, lower management overhead and efficiency benefits.

Component outlines here. (play me)


Engagement

Business Integrated Governance is not a "local initiative". It needs busienss wide coordination and collaboration, and is perhaps a sum of a series of coordinated local initiatives.

BIG does not have to be "big bang" - i.e. take for ever and deliver nothing. BIG must be achievable, sustainable and deliver benefits. We believe that if you have a vision - your journey to a future state is likely to be smoother with stakeholders and more benefit laden than if you take a step then work out what next with no idea of end game.

The logical approach is to make an Outline Business Case case for a small amount of funding to develop the problem statement / opportunity. This will help us secure funding to develop full busienss case. In preparing Full Busienss Case, we will become clear on vision, higth level design, roadmap and benefits. The roadmap shows what, to who and when. "Broad and Shallow", "Narrow and Deep" - or perhaps somewhere in between?

If we try to scrape together a Full Business Case with no support / resources / time - it won't be very good, and our proposal may be rejected. However, with Full Business Case approval, we can work with an organisation on the key enablers (Governance Model, Data Model, Support Arangements) to prepare for benefit delivery.

However, other approaches are viable where it will not be feasible to take a fully holistic approach. For example, it may be possible to realise some benefits for a part of the organisation with some governance levels to enable requirements, feasibility and capability to be validated. Alternatively - an IT based approach may be possible, by providing fundamental capabilities which we can enable the busienss to explore at its own pace. Both of these approaches reduce engagement risk but slow benefit delivery.

With the enablers in place, we can become more agile in our delivery, and work through the objectives we set and refine them as we learn. We must think about adoption and sustainment resources. We must plan benefit realisation, see benefits, and promote them if we are to continue through each tranche of delivery.

Delivery of enablers / capability is one thing, attaining behaviour change is another. Culture is defined as the ideas, customs, and social behaviour around our work. It's norms, habits, idiosyncrasies, preferences, likes and dislikes. Some elements are good, some are bad. For BIG, we must develop aspects of our culture. Some aspects will change, and some will be new. So while we work on the BIG mechanisms, we also need to work on internalisation of the behaviour and attitude implications too, so that the BIG model is not something adopted and complied with – it becomes “how we do things around here”.

To do this we need vision, leadership, motivation, engagement, persuasion, incentive, support, reward / consequences and recognition. So, while our engagement model does have Adoption and sustainment workstreams – it will also have a softer, culture development workstream too.

Discussion of engagement approach here. (play me)

Full lifecycle


Technology

Business Integrated Governance is focused on the governance, the dashboards and reports needed, and therefore the data underpinning it. You may already have diverse technology solutions, but just need the essential governance data pulled together?

Our experts can understand your current data framework and Business Intelligence strategies, map out what you have where and provide a BIG data / integration solution. We do not espouse large system implementation or integrations – we believe that we should allow tools / methods of choice to be used on the proviso that we can pull governance data together – and from spreadsheets if necessary.

We can work with your existing suppliers, provide expertise, and engage our data and integration partners to arrive at a technology solution that meets your BIG needs.

That said - we are currently working with people to create Core P3M Data Model PoCs (for a number of technology scenarios) which have:

 - a standard data model to aggregate your P3M (and related) data around

 - a COTS integration tool - to enable you to link your existing data sources to the data model via configuration not customisation

 - ability to configure loading of enterprise reference data / my specific coding schemes etc.

 - standard reports - orientated around the MI definitions in the Core P3M Data Club outputs.

For an introduction to the Technology service, there is a Slideshow with more information here (play me).


Training

We understand that some organisations have depth of expertise and experience within them and do not need Management / P3M Consultants. Instead they would like to learn more about the work of the Core P3M Data Club and would like to implement Business Integrated Governance for themselves.

We therefore encourage people to join the club, learn from collaborating, to network and add value to the community. To date, 61 people have contributed, and the more that do, the better the materials will be.

All the released material is on-line and there is a lot more that is in development or just not published that enrich and exemplify what has been released.

But of course - a good way to quickly assimilate the Core P3M Data Club outputs and the Business Integrated Governance principles is to run an internal course or workshop attended by one of our trainers / consultants. Not only can all the relevant material be covered, but its application can be discussed too. (A course will cover material and quiz, a workshop will try to apply parts of it to your situuation)

Sessions of 1-5 days are available, depending on the depth of material coverage and application ideation support needed.

Learn the answers...


First Steps

These very much depend on who you are, where you sit in the organisation, the problem you have or the desirability of your vision and benefits.

Some stakeholder groups will be at a level to mobilise finance / resources, and to inspire (or coerce!) stakeholders into collaborating.

Others will be able to mobilise some finance / resources, and to inspire some stakeholders into collaborating.

Others still may not have finance / resources but may be able to inspire some stakeholders into collaborating. Trouble begins when there are several / many groups in this category, and the ecosystem is then a mish mash of partial solutions in protected domains.

Whoever you are – we propose the following early steps:

These inital contacts may lead to a small funded engagement where a number of key steps are completed:

Discovery

The outcome from this assignment:

Stakeholders on board, outline vision and feasibility agreed. Budget for proper business case set aside.

Supporting slideshow here. (play me)


BIG People

The Core P3M Data Club has 300+ members and it is still growing. The fundamental material it created was worked on or reviewed or advised by 61 people.

Within this group, some relationships formed between people who want to help organisations adapt and adopt the Core P3M Data Model and its related Business Integrated Governance Model.

Within this group there are company chairmen, directors, portfolio management consultants, management consultants, people specialists, Project / Programme Management consultants, transformation / change consultants, trainers, solution architects and developers.

Between us we can diagnose issues, condense opportunities, shape vision, build business cases and roadmaps, run engagements, consult on governance design, adapt existing toolsets / good practice, select toolsets, build / integrate technology solutions, set up support functions, mentor / guide.

Most of all, we enable our clients to connect from strategy to delivery and back again, devise effective and efficient governance / operating models, achieve measurable business agility and deliver more and better outcomes in harmony with business operation.

We are all happy to work on a joined up programme to deliver change / benefits / objective realisation, to provide specialist support in our areas of expertise or coach / mentor your people.

Link to profiles here.


Want to know more?

Please contact us to chat over your current situation - we may be able to help for nothing, provide some mentoring, or a full blown consulting service.

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