Co-presented by Ron Montgomery and Tom Witty at the 2018 KC PMI PDD days. The purpose of the presentation was to apply principles of strategy delivery and portfolio management to bridge the gap between strategy and execution.

1. Successful Project Portfolio Management Deployment
Strategies, Tactics, Tips and Lessons Learned
Ron Montgomery - PMP, PMI-ACP, CSM
Tom Witty - PMP, SMP
October 2nd, 2018

2. 2 October 2, 2018Successful PPM Deployment

3. The Business Problem (that PPM can solve)
Across our economy, there is growing awareness that, as key leaders formulate
strategy and execute on that strategy…
3 October 2, 2018Successful PPM Deployment
Business Strategy
… a gap in understanding, performance and execution often occurs for those
charged with implementing the initiatives flowing from the strategy.

4. The Business Problem (that PPM can solve)
4 October 2, 2018Successful PPM Deployment
Business Strategy
This gap invariably translates into…

5. The Business Problem (that PPM can solve)
5 October 2, 2018Successful PPM Deployment
Business Strategy
This gap invariably translates into…
We suggest that PPM can be a key solution to this Business Problem.

6. Personal Portfolio Management
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Principles:
Set a goal
Have a plan
Measure results
Balance risks

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Brightline
Initiative
PMI Portfolio
Management
Project Portfolio Management: Guiding Principles

8. Enterprise-wide Strategic Execution
STRATEGY
DEMAND PLANNING EXECUTION OUTCOME
TEAM COLLABORATION
ANALYTICS AND REPORTING

9. The PMI PPM Performance Domains
9 October 2, 2018Successful PPM Deployment
Project Portfolio Performance Domains:
1. Governance
2. Capacity and Capability Management
3. Stakeholder Engagement
4. Value Management
5. Risk Management
6. Strategy Management
The Standard for Portfolio Management – Third Edition (2013), pg., 10

10. Intro to the Brightline Initiative
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https://youtu.be/izqlOEgxm1M

11. Brightline Initiative – Guiding Principles
1. Acknowledge that strategy delivery is just as important as strategy design.
2. Accept that you’re accountable for delivering the strategy that you designed.
3. Dedicate and mobilize the right resources.
4. Leverage insight on customers and competitors.
5. Be bold, stay focused and keep it simple as possible.
6. Promote team engagement and effective cross-business cooperation.
7. Demonstrate bias toward decision-making and own the decisions you make.
8. Check ongoing initiatives before committing to new ones.
9. Develop robust plans but allow for missteps – fail fast to learn fast.
10. Celebrate success and recognize those who have done good work.
11 October 2, 2018Successful PPM Deployment

12. Brightline Initiative – Guiding Principles
1. Acknowledge that strategy delivery is just as important as strategy design.
2. Accept that you’re accountable for delivering the strategy that you designed.
3. Dedicate and mobilize the right resources.
4. Leverage insight on customers and competitors.
5. Be bold, stay focused and keep it simple as possible.
6. Promote team engagement and effective cross-business
cooperation.
7. Demonstrate bias toward decision-making and own the decisions you make.
8. Check ongoing initiatives before committing to new ones.
9. Develop robust plans but allow for missteps – fail fast to learn fast.
10. Celebrate success and recognize those who have done good work.
12 October 2, 2018Successful PPM Deployment

13. Strategy to PPM
Principle:
Promote team engagement
and effective cross-business
cooperation.
October 2, 2018Successful PPM Deployment13
Standard approach – “Here’s the strategy, now make it work

14. Principle:
Promote team engagement
and effective cross-business
cooperation.
October 2, 2018Successful PPM Deployment14
Alternate approach – “Here’s the strategy, now let’s all work together to
make it work, especially my middle managers”
Strategy to PPM

15. • The Middle
• Effective Communications
• Line of Sight
October 2, 2018Successful PPM Deployment15
Strategy to PPM
Alternate approach – “Here’s the strategy,
now let’s all work together to make it work”

16. Example:
Communication Plan
16 5/25/2017Bridging the Gap between Project Management and Business Strategy
Bi-Weekly
Leadership
Meeting
Weekly Senior
Staff Meeting
All-Associate
Meeting
Monthly
Manager’s
Meeting
Department
Leadership
Meetings
Department Staff
Meetings
Steering
Committee
Meetings
Quarterly
Blueprint
Leadership
Meeting
Technical
Review Board
Monthly
Blueprint
Governance
Committee
Department
Team Meetings
Company Board
Meetings
Project Team
Meetings
Senior Executives
(Pres, CFO)
Executives
(VP’s)
Senior
Leadership
(AVP’s, Sr. Mgrs)
Department
Leadership
(Mgrs, Supvrs)
Project
Leads
Associates
Core Strategy
Team Mtgs
Department
Town Hall
Meetings
Considerations
• “Strategy Office”
• Downward Communication
• Upward Communication

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Strategy to PPM
Because Middle Managers aren’t Psychic -
…let’s all work together to make it work!
Principle:
Promote team engagement
and effective cross-business
cooperation.

18. Intro to the PMI PPM Guiding Principles
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1. Strive to achieve excellence in strategic execution
2. Enhance transparency, responsibility, accountability sustainability
and fairness
3. Balance portfolio value against overall risks
4. Ensure that investments in portfolio components are aligned
with the organizational strategy
5. Obtain and maintain the sponsorship and engagement of senior
management & key stakeholders
6. Exercise active and decisive leadership for the optimization of
resource utilization
7. Foster a culture that embraces change and risk
8. Navigate complexity to enable successful outcomes
The Standard for Portfolio Management – Third Edition (2013), pg., 7

19. Intro to the PMI PPM Guiding Principles
19 October 2, 2018Successful PPM Deployment
1. Strive to achieve excellence in strategic execution
2. Enhance transparency, responsibility, accountability sustainability and
fairness
3. Balance portfolio value against overall risks
4. Ensure that investments in portfolio components are aligned with the
organizational strategy
5. Obtain and maintain the sponsorship and engagement of senior
management & key stakeholders
6. Exercise active and decisive leadership for
the optimization of resource utilization
7. Foster a culture that embraces change and risk
8. Navigate complexity to enable successful outcomes
The Standard for Portfolio Management – Third Edition (2013), pg., 7

20. PPM to Execution
October 2, 2018Successful PPM Deployment20
Standard Approach – let’s try to squeeze in more work
www.istockphoto.com #618740506
Principle:
Exercise active and
decisive leadership for
the optimization of
resource utilization

21. PPM to Execution
October 2, 2018Successful PPM Deployment21
www.istockphoto.com #919341576
• Short cycles
• Integrated planning
• Teams define capacity
Alternative Approach - Deliver Value Quickly
(Value & work are not the same!)

22. 0.0
1.0
2.0
3.0
4.0
5.0
Roles
Processes - Tools
MetricsCompetencies
Culture
Example: Capabilities Plan
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Attitudes –
behaviors re:
fast delivery
Soft skills &
business
knowledge
Measure
speed
Automated
testing – change
control processes
Change mgt. &
benefits
realization

23. PPM to Execution
October 2, 2018Successful PPM Deployment23
Because no senior exec ever says, “take your time” –
Deliver Value Quickly!
www.istockphoto.com #919341576
Principle:
Exercise active and
decisive leadership for
the optimization of
resource utilization

24. Team Exercise
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Brightline
Initiative
PMI Portfolio
Management
Let’s split up the room…

25. Group Breakouts
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Brightline Initiative PMI Portfolio
Management
PMI PPM
Performance
Domains
Governance
Capacity & Capability Mgmt.
Stakeholder Engagement
Value Management
Risk Management
Strategy Management
1. ..strategy delivery is just as important as
strategy design.
2. Accept that you’re accountable for
delivering (your) strategy
3. Dedicate and mobilize the right
resources.
4. Leverage insight on customers and
competitors.
5. Be bold, stay focused and keep it simple
as possible.
6. Promote team engagement and effective
cross-business cooperation.
7. Demonstrate bias toward decision-
making and own the decisions you make.
8. Check ongoing initiatives before
committing to new ones.
9. Develop robust plans but allow for
missteps – fail fast to learn fast.
10. Celebrate success and recognize those
who have done good work.
1. Strive to achieve excellence in strategic
execution
2. Enhance transparency, responsibility,
accountability sustainability and fairness
3. Balance portfolio value against overall
risks
4. Ensure that investments in portfolio
components are aligned with the
organizational strategy
5. Obtain and maintain the sponsorship and
engagement of senior management &
key stakeholders
6. Exercise active and decisive leadership
for the optimization of resource
utilization
7. Foster a culture that embraces change
and risk
8. Navigate complexity to enable successful
outcomes

26. Group Breakouts
26 October 2, 2018Successful PPM Deployment
Brightline Initiative PMI Portfolio
Management
PMI PPM
Performance
Domains
Governance
Capacity & Capability Mgmt.
Stakeholder Engagement
Value Management
Risk Management
Strategy Management
1. ..strategy delivery is just as important as
strategy design.
2. Accept that you’re accountable for
delivering (your) strategy
3. Dedicate and mobilize the right
resources.
4. Leverage insight on customers and
competitors.
5. Be bold, stay focused and keep it simple
as possible.
6. Promote team engagement and effective
cross-business cooperation.
7. Demonstrate bias toward decision-
making and own the decisions you make.
8. Check ongoing initiatives before
committing to new ones.
9. Develop robust plans but allow for
missteps – fail fast to learn fast.
10. Celebrate success and recognize those
who have done good work.
1. Strive to achieve excellence in strategic
execution
2. Enhance transparency, responsibility,
accountability sustainability and fairness
3. Balance portfolio value against overall
risks
4. Ensure that investments in portfolio
components are aligned with the
organizational strategy
5. Obtain and maintain the sponsorship and
engagement of senior management &
key stakeholders
6. Exercise active and decisive leadership
for the optimization of resource
utilization
7. Foster a culture that embraces change
and risk
8. Navigate complexity to enable successful
outcomes

27. Group Breakouts
27 October 2, 2018Successful PPM Deployment
Pick One Guiding Principle…
• What has been your experience in applying this Principle in your
organization?
• So how’s it going for you; lessons learned?
• What are some of the “Techniques and Tools” you have used in your
organization around this Guiding Principle?

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29. References
• 2018 Association for Strategic Planning Conference “Bridging the Strategy
Execution Gap”
• Association for Strategic Planning - www.strategyassociation.org
• The Brightline Initiative – www.brightline.org
• The Standard for Portfolio Management – Third Edition (2013)
• Scaled Agile Framework (SAFE) – www.scaledagileframework.com
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