Weitere ähnliche Inhalte
Ähnlich wie Project portfolio management (20)
Project portfolio management
- 3. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Progetti, Programmi e PortafogliProgetti, Programmi e Portafogli
Progetti: identificati da una data
di inizio e di fine e da risultati
tangibili
Programmi: insieme di progetti e
attività continuative gestiti in modo
coordinato per ottenere benefici e
livelli di controllo non ottenibili
gestendoli individualmente.
Non tutti i progetti partecipano
necessariamente a un programma
Portafoglio: tutti i programmi, i
progetti e le attività continuative
connesse ai progetti all’interno
dell’organizazione
Portfolio
Projects
Programs
- 4. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
FinalitàFinalità
Il project e program management si
occupano di svolgere il lavoro nel modo
giusto
Il portfolio management si occupa di
individuare il lavoro giusto da fare
- 5. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Project portfolio managementProject portfolio management
- 6. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Project portfolio managementProject portfolio management
- 7. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Obiettivi, Strategie, ProgettiObiettivi, Strategie, Progetti
- 8. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Obiettivi, Strategie, ProgettiObiettivi, Strategie, Progetti
- 9. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
DifferenzeDifferenze
PortfolioPortfolio
ManagementManagement
ProgramProgram
ManagementManagement
Multi-ProjectMulti-Project
ManagementManagement
Single ProjectSingle Project
ManagementManagement
PurposePurpose Selection andSelection and
PrioritizationPrioritization
Create andCreate and
ManageManage
products,products,
processes andprocesses and
servicesservices
ResourceResource
AllocationAllocation
PerformPerform
ProvideProvide
informationinformation
FocusFocus StrategicStrategic Strategic/Strategic/
tacticaltactical
TacticalTactical TacticalTactical
PlanningPlanning
EmphasisEmphasis
Long andLong and
Medium TermMedium Term
Long termLong term Medium toMedium to
Short TermShort Term
Medium to shortMedium to short
ResponsibilityResponsibility Executive withExecutive with
PMO supportPMO support
ProgramProgram
manager withmanager with
functionalfunctional
supportsupport
Project and/orProject and/or
FunctionalFunctional
(Resource)(Resource)
Manager withManager with
PMOPMO
Project managerProject manager
with Functionalwith Functional
manager supportmanager support
- 10. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Quesiti chiaveQuesiti chiave
Chi è responsabile della selezione e revisione periodica dei progetti? Occorre
pertanto identificare e formalizzare i ruoli deputati alla gestione del portafoglio progetti,
allocando in modo dettagliato le responsabilità tra management aziendale, Project
Management Office, program managers e project managers.
Come è possibile essere sicuri di avviare i giusti progetti per le necessità
aziendali? In questo ambito deve essere analizzata la domanda di progetti all’interno
dell’organizzazione (Demand Management) in rapporto al piano di sviluppo strategico con
un orizzonte temporale da tre a cinque anni in modo da comprendere la sostenibilità dei
progetti e la capacità aziendale di fornire un adeguato supporto.
Come è possibile essere sicuri di allocare gli investimenti sui progetti in
modo corretto? Si tratta prima di tutto di classificare i progetti in progetti di
miglioramento aziendale e progetti orientati al mercato e alla clientela. Successivamente è
necessario per ciascuno dei due raggruppamenti identificare il consumo di risorse e di
fondi nel tempo in modo da ottimizzarne il livellamento delle risorse su scala complessiva
ed i flussi di cassa.
- 11. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Gartner PPM Maturity ModelGartner PPM Maturity Model
- 12. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Portfolio ManagementPortfolio Management
Le componenti di un portfolio:
1. Sub-portfolios
2. Programmi
3. Progetti
Le componenti sono:
Investimenti fatti o pianificati
Allineati con gli obiettivi strategici
Accomunati da caratteristiche che ne permettono il loro
raggruppamento
Quantificabili, misurabili, classificabili
- 13. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Alcuni concetti chiave - 1Alcuni concetti chiave - 1
Gli elementi che costituiscono un portafoglio
(componenti) non necessariamente possono
essere interdipendenti
Tali elementi possono appartenere al passato, al
presente o al futuro di un’organizzazione
Un’organizzazione può anche avere più di un
portafoglio, ciascuno focalizzato su specifici
obiettivi e strategie
- 14. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Alcuni concetti chiave - 2Alcuni concetti chiave - 2
La gestione del portafoglio include
l’identificazione, valutazione, selezione di quelle
componenti che meglio consentono il
raggiungimento degli obiettivi strategici
La gestione del portafoglio bilancia le richieste
contrastanti riguardanti l’allocazione delle risorse
(personale, finanziamenti ecc.) sulla base delle
priorità aziendali e del capacity planning
- 15. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Portfolio ManagementPortfolio Management
Portfolio Reporting
Benefits Realization
PROJECT MGMT.
Project Planning
Cost Management
Resource Management
Time Reporting
Change Management
Issue Management
Project Reporting
Collaboration
PORTFOLIO MGMT.
Portfolio Governance
Business Case Dev
Benefits Forecasting
Prioritization / Valuation
Portfolio Optimization
Adv Portfolio Analytics
Capacity Planning
Sono stati selezionati correttamente gli investimenti?
Gli investimenti sono allineati agli obiettivi di business?
Le risorse disponibili sono sufficienti per conseguire tali obiettivi?
Tali investimenti conseguiranno i benefici attesi?
Gli investimenti tengono conto di tempi e budget?
La Gestione di Portafoglio risponde ai seguenti quesiti:
- 16. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
La Prospettiva StrategicaLa Prospettiva Strategica
Tools, Technology, Training and Knowledge TransferTools, Technology, Training and Knowledge Transfer
AlignmentAlignment
with Businesswith Business
ObjectivesObjectives
IntegratedIntegrated
DeliveryDelivery
FrameworkFramework
Real-time ExecutiveReal-time Executive
Decision SupportDecision Support
CollaborationCollaboration
and Projectand Project
ManagementManagement
PortfolioPortfolio
ManagementManagement
Programs, InitiativesPrograms, Initiatives
CorporateCorporate
StrategyStrategy
Investment, Resource andInvestment, Resource and
Prioritization DecisionsPrioritization Decisions
Integrated Portfolio of ManagedIntegrated Portfolio of Managed
ProjectsProjects
Consistent, Repeatable ProjectConsistent, Repeatable Project
DeliveryDelivery
EnterpriseEnterprise
ResourceResource
ManagementManagement
ProjectsProjects
Value basedValue based
ManagementManagement
- 17. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Corporate GovernanceCorporate Governance
La gestione di portafoglio e i programmi sono metodi di governance delle
organizzazioni
La governance consiste nella creazione e nell’uso di un framework per
allineare, organizzare, eseguire attività, in modo chiaro e sistematico, per
raggiungere determinati obiettivi
La governance stabilisce le regole di condotta affinché le organizzazioni
realizzino gli obiettivi pianificati
- 18. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Project Portfolio ManagementProject Portfolio Management
Fondamentale per l’implementazione di
Enterprise Project Management
Spinta al cambiamento
•Focalizzazione sulla strategia di business
•Approccio metodologicamente guidato
•Miglioramento continuo
•Pianificazione di progetto su basi organiche e razionali
Supporto al Change Management
- 19. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Demand ManagementDemand Management
- 20. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Obiettivi e benefici del PPMObiettivi e benefici del PPM
Gli obiettivi principali consistono nel creare un’organizzazione focalizzata,
veloce e snella. Per raggiungere questi obiettivi è necessaria una varietà di
steps correlati:
Allineamento – Sinergie tra piani e strategia di business
Focalizzazione sugli investimenti – Vedere le spese come investimenti
Governance – Processi strutturati su cui basare le decisioni di investimento
Controllo dei costi – Comprendere le principali determinanti di costo e i criteri di
contenimento
Efficienza – Utilizzo ottimale delle risorse
Un’ampia gamma di benefici è possibile per le organizzazioni che impiegano
con successo le logiche di Gestione del Portafoglio Progetti:
Risultati in termini di creazione di valore e di contributo al business
Time to market più veloce
Evitare prodotti che non soddisfano gli obiettivi di business
Progetti correttamente schedulati
Budget correttamente dimensionati
Miglioramento dell’utilizzo delle risorse e riduzione dei “colli di bottiglia”
Evidenziazione dei benefici finanziari di un progetto
Evidenziazione dei risultati a fronte degli interventi
Migliore apprendimento dall’esperienza
Selezione dei progetti sulla base di criteri di creazione di valore
Introduzione di misure correttive ove necessario
Promuovere le prassi migliori
Ridurre il turn-over da inefficienza organizzativa
Riduzione costi
- 21. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Funzionalità di baseFunzionalità di base
1. Identificazione del Portafoglio Progetti
2. Classificazione dei Progetti del Portafoglio
• Tipologia
• Complessità
• Livello della tecnologia impiegata
• Localizzazione
• Grado di rischio
3. Assegnazione di ciascun progetto corrente o proposto alla corrispondente categoria
4. Verifica dell’allineamento del progetto con la strategia di business
5. Assegnazione di priorità
6. Project Portfolio Master Schedule
• Milestones
• Logical constraints
7. Identificazione delle risorse chiave
8. Assegnazione delle risorse
9. Analisi finanziaria
• Cash-Flow Analysis
10. Allocazione dei fondi e pianificazione delle “Reactive Policies”
11. Avvio del progetto, planning and management
• Assegnazione delle responsabilità
12. Monitoraggio dei progetti
• Resource allocation
• Milestones
• Budget
- 22. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Costi del Portafoglio ProgettiCosti del Portafoglio Progetti
I costi sono riconducibili a:
Cambiamento Organizzativo
Investimento iniziale – tools,
methodology, consulting, etc.
Training
Integrazione con pianificazione strategica
Gestione e Amministrazione
Miglioramento continuo
- 23. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
Problematiche di gestioneProblematiche di gestione
Assenza di legami tra strategia aziendale (o di area) e progetti in
realizzazione
Scarsa qualità del portafoglio dei progetti (non equilibrio tra diversi tipi di
progetto, eccesso di progetti short term, opportunisticici e non finalizzati
alla crescita)
Incapacità di “uccidere” i progetti eliminandoli secondo criteri razionali
Poca chiarezza sulle priorità di lancio e di esecuzione
Uso non ottimizzato delle risorse
Overflow di informazioni di scarsa qualità
Decisioni basate sul “potere” e non sulla condivisione
- 24. Introduzione al Project Portfolio Management - © 2013 HumanWare – www.humanware.it
I costi di una gestione non ottimizzataI costi di una gestione non ottimizzata
Costi dei rifacimentii
Tempo dei rifacimenti (ritardo nei risultati)
Costo del riavvio dei progetti
Perdita delle opportunità di mercato
Riduzione delle prestazioni
Perdita di efficienza
Riduzione della produttività
Aumento nella spesa per HR a causa del turnover
Hinweis der Redaktion
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
- ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________