Project Organization Proposal and Project Leadership Plan SAS Talks February 9, 2012
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Copyright © 2012, SAS Institute Inc. All rights reserved.
Project Organization Proposal and Project Leadership Plan SAS Talks February 9, 2012
Copyright © 2012, SAS Institute Inc. All rights reserved.
Speakers Stacy Hobson Director, Customer Loyalty and Retention SAS Institute
Rex Pruitt Manager, MIS Profitability & Risk Premier Bankcard
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Introduction Planning
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Introduction Planning Organization
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Introduction Planning Organization Execution
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Success Requires Support
Business MIS Management
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Success Requires Support
Business MIS Management
IT Management
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Success Requires Support
Business MIS Management
IT Management
Their respective staff
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Project Leadership Plan (PLP) Guide
Planning Checklist
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Project Leadership Plan (PLP) Guide
Planning Checklist
If PLP cannot be completed, do not initiate project!
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Benefits of Project Organization Establish team approach and synergy
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Benefits of Project Organization Establish team approach and synergy Partner with Project Management Office (PMO) and Information Technology (IT) to capitalize on expert organizational resources
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Benefits of Project Organization Establish team approach and synergy Partner with Project Management Office (PMO) and Information Technology (IT) to capitalize on expert organizational resources Remove silos of disparate information and encourage sharing
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Copyright © 2012, SAS Institute Inc. All rights reserved.
Benefits of Project Organization Establish team approach and synergy Partner with Project Management Office (PMO) and Information Technology (IT) to capitalize on expert organizational resources Remove silos of disparate information and encourage sharing Easier to identify opportunities for automation and enhancements
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Copyright © 2012, SAS Institute Inc. All rights reserved.
Benefits of Project Organization Establish team approach and synergy Partner with Project Management Office (PMO) and Information Technology (IT) to capitalize on expert organizational resources Remove silos of disparate information and encourage sharing Easier to identify opportunities for automation and enhancements Capitalize on existing knowledge base
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Benefits of Project Organization Establish team approach and synergy Partner with Project Management Office (PMO) and Information Technology (IT) to capitalize on expert organizational resources Remove silos of disparate information and encourage sharing Easier to identify opportunities for automation and enhancements Capitalize on existing knowledge base Ensure quicker and more effective project deliverables 17
Copyright © 2012, SAS Institute Inc. All rights reserved.
Benefits of Project Organization Establish team approach and synergy Partner with Project Management Office (PMO) and Information Technology (IT) to capitalize on expert organizational resources Remove silos of disparate information and encourage sharing Easier to identify opportunities for automation and enhancements Capitalize on existing knowledge base Ensure quicker and more effective project deliverables Stimulate idea generation and team participation in broad-based solutions Copyright © 2012, SAS Institute Inc. All rights reserved.
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Benefits of Project Organization cont. More effective use of Technology tools and data structures (i.e., OLAP cubes, Data Warehouse Metadata, etc.)
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Benefits of Project Organization cont. More effective use of Technology tools and data structures (i.e., OLAP cubes, Data Warehouse Metadata, etc.) Build an environment where any perceived negative is an opportunity for success
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Benefits of Project Organization cont. More effective use of Technology tools and data structures (i.e., OLAP cubes, Data Warehouse Metadata, etc.) Build an environment where any perceived negative is an opportunity for success Ensure project success by leveraging management support as it relates to team and individual accountability
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Benefits of Project Organization cont. More effective use of Technology tools and data structures (i.e., OLAP cubes, Data Warehouse Metadata, etc.) Build an environment where any perceived negative is an opportunity for success Ensure project success by leveraging management support as it relates to team and individual accountability The only cost is the time it takes to communicate, organize, and implement the POP based on commitment levels
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Benefits of Project Organization cont. More effective use of Technology tools and data structures (i.e., OLAP cubes, Data Warehouse Metadata, etc.) Build an environment where any perceived negative is an opportunity for success Ensure project success by leveraging management support as it relates to team and individual accountability The only cost is the time it takes to communicate, organize, and implement the POP based on commitment levels Existing resources can be used to execute the POP 23
Copyright © 2012, SAS Institute Inc. All rights reserved.
Benefits of Project Organization cont. More effective use of Technology tools and data structures (i.e., OLAP cubes, Data Warehouse Metadata, etc.) Build an environment where any perceived negative is an opportunity for success Ensure project success by leveraging management support as it relates to team and individual accountability The only cost is the time it takes to communicate, organize, and implement the POP based on commitment levels Existing resources can be used to execute the POP Savings will be realized on a project by project basis 24
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Project Organization Model (POM) MIS Customers
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Project Organization Model (POM) MIS Customers
MIS Data/Info BA Team
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Project Organization Model (POM) MIS Customers
MIS Data/Info IT & PMO Team
MIS Data/Info BA Team
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Project Organization Model (POM) MIS Customers
MIS Data/Info Support Team
MIS Data/Info IT & PMO Team
MIS Data/Info BA Team
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Project Organization Model (POM) MIS Customers
MIS Data/Info Support Team
MIS Data/Info Steward
MIS Data/Info IT & PMO Team
MIS Data/Info BA Team
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Project Organization Model (POM) MIS Customers
MIS Data/Info Support Team
MIS Data/Info Steward
MIS Data/Info IT & PMO Team
MIS Data/Info BA Team
MIS Data/Info Tech Team MIS Data/Info Priority Team
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Project Organization Model (POM) MIS Customers
MIS Data/Info Core Team
MIS Data/Info Steward
MIS Data/Info Support Team
MIS Data/Info IT & PMO Team
MIS Data/Info BA Team
MIS Data/Info Tech Team MIS Data/Info Priority Team
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Copyright © 2012, SAS Institute Inc. All rights reserved.
Project Organization Model (POM) MIS Customers
MIS Data/Info Core Team
MIS Data/Info Steward
MIS Data/Info Support Team
MIS Data/Info IT & PMO Team
MIS Data/Info BA Team
MIS Data/Info Tech Team MIS Data/Info Priority Team
MIS Data/Info Extended Development Team
IT App Support Areas
Model Management
Business Units
Library Management
Database Administration
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Copyright © 2012, SAS Institute Inc. All rights reserved.
Project Organization Model (POM) MIS Customers
MIS Data/Info Core Team
MIS Data/Info Steward
MIS Data/Info Support Team
MIS Data/Info IT & PMO Team
MIS Data/Info BA Team
Model Management
Business Units
Library Management
MIS Data/Info Priority Team MIS Data/Info Extended Support Team
MIS Data/Info Extended Development Team
IT App Support Areas
MIS Data/Info Tech Team
Database Administration
IT Assistance Ctr & Tech Svcs IT Training
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Organizational Recommendations MIS Data/Information Steward (single accountable person)
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Organizational Recommendations MIS Data/Information Steward (single accountable person) Dotted line report to Executive of MIS to achieve an unbiased approach to support and authority
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Organizational Recommendations MIS Data/Information Steward (single accountable person) Dotted line report to Executive of MIS to achieve an unbiased approach to support and authority No staff responsibility in order to maintain focus (can be staffed by an existing Senior Level BA)
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Organizational Recommendations MIS Data/Information Steward (single accountable person) Dotted line report to Executive of MIS to achieve an unbiased approach to support and authority No staff responsibility in order to maintain focus (can be staffed by an existing Senior Level BA) Responsible for the establishment of a MIS Data/Info BA Team consisting of a cross-functional support group (one representative from each MIS team on call as a point of contact to provide departmental expertise)
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Organizational Recommendations MIS Data/Information Steward (single accountable person) Dotted line report to Executive of MIS to achieve an unbiased approach to support and authority No staff responsibility in order to maintain focus (can be staffed by an existing Senior Level BA) Responsible for the establishment of a MIS Data/Info BA Team consisting of a cross-functional support group (one representative from each MIS team on call as a point of contact to provide departmental expertise) Gatekeeper of all Data/Info Requests 38
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Organizational Recommendations cont. Responsible for developing and implementing a standard Project Initiation-to-Implementation Plan (PIIP) approach (Capitalizing on existing Project Request Processes)
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Organizational Recommendations cont. Responsible for developing and implementing a standard Project Initiation-to-Implementation Plan (PIIP) approach (Capitalizing on existing Project Request Processes) Provide regular PIIP status reports to Executive responsible for MIS and to the PIIP Gatekeeper Committee (if necessary for project priority reviews)
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Organizational Recommendations cont. Responsible for developing and implementing a standard Project Initiation-to-Implementation Plan (PIIP) approach (Capitalizing on existing Project Request Processes) Provide regular PIIP status reports to Executive responsible for MIS and to the PIIP Gatekeeper Committee (if necessary for project priority reviews) Responsible for ensuring that Project Accountability is clearly tracked and communicated to management and all parties involved
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Organizational Recommendations cont. Responsible for developing and implementing a standard Project Initiation-to-Implementation Plan (PIIP) approach (Capitalizing on existing Project Request Processes) Provide regular PIIP status reports to Executive responsible for MIS and to the PIIP Gatekeeper Committee (if necessary for project priority reviews) Responsible for ensuring that Project Accountability is clearly tracked and communicated to management and all parties involved Responsible for ensuring key projects stay on task and roadblocks are removed in a timely fashion
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Conclusion POP emphasizes Planning, Organization & Execution Required support Business MIS Management, IT Management,
and their respective staff Collaboration of all Resources is critical to success Clearly defining roles and accountabilities is Key If PLP cannot be completed, do not initiate project!
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Questions? I’m Huge proponent of SAS Users Groups Check out: www.IFSUG.org
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CONTACT INFORMATION Rex Pruitt PREMIER Bankcard 3820 N Louise Ave Sioux Falls, SD 57107 (605) 575-9810
[email protected]
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Additional Resources
SAS Global Forum paper – Project Organization Proposal (POP) and Project Leadership Plan
Upcoming Live Webinars March 8: Customer Segmentation Made Simple April 12: Innovative Techniques: Doing More with Loops and Arrays
Upcoming Live Events Insurance and Finance SAS® Users Group Summit » March 4 – 6, 20102 2012 SAS Global Forum » April 22 – 25, 2012
SAS Talks on support.sas.com Follow along on Twitter using #sastalks Copyright © 2012, SAS Institute Inc. All rights reserved.
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