3D Deep Dive

Design

Requirements  

Complete Handover

  • Complete a handover meeting with the new customer and our BrightWork 365 Solutions Specialist - with a first conversation on Requirements and the Expected Solution.

Understand Vision and Value

Understand and develop the customer's project management longer term vision 

  • Work with the senior project management sponsor to capture this vision.
  • Use actual customer case studies and examples of other BrightWork 365 customers (with permissions) to illustrate what is possible . 
  • Be ready to demo/very lightly train to assist this visioning and requirements discovery process. 

Work with the customer sponsor, capture the Desired Outcome(s) / Value expected and rank in order of importance  

  • Examples of Desired Outcome include Saving Time, Saving Money, Working more efficiently, Cost reduction, Number of projects being run through the system, Visibility, Collaboration, Ease of management, Automation, Management of resources, others nominated by the customer.

Document Value, etc. in the customer success strategy … "Customer Name - Project Management Success.PPT" (this is likely to be the creation of the strategy deck)

Be consultative with the customer, e.g. use brainstorms and ask "why"

Document Requirements

Work with the customer to capture the customer's more immediate and specific needs

Project Management Steps  

  • Create a BrightWork 365 project to manage the deployment.

Evolve Plan  

Build Evolve Plan

The Evolve Plan looks at the Vision, Value and the Requirements and decides what is for Iteration 1 delivery and puts the rest on a backlog (unprioritized)  

Document the Evolve Plan in the customer success strategy … "Customer Name - Project Management Success.PPT"  

Protect Evolve Plan  

Talk through Issues and Risks which could affect this iteration of the Evolve Plan and make adjustments to the Evolve Plan as necessary 

Check this iteration of the Evolve Plan against the maturity and appetite of the target group and make adjustments to the Evolve Plan as necessary 

Document any issues and risk in the Evolve Plan in the customer success strategy … "Customer Name - Project Management Success.PPT"  

Approve Evolve Plan  

Have the Evolve Plan signed off by the most senior Executive 

Save the Strategy Deck / Evolve Plan to a place that it can be accessed, changed in control and managed

Project Management Steps:  

  • Develop a task plan / schedule for the current iteration of the Evolve Plan.

Design  

Select Templates  

Decide which templates will be used on the first Iteration  

Decide the infrastructure to be used for the design/configuration work

Decide Template Configurations

An organization with a lower project management maturity level should strongly consider staying closer to out of the box templates

Decide Roles and Security  

Decide what roles are needed and what rights will be associated with each role (e.g. Project Manager, Team Member, Request Approver, Request Submitter, Senior Sponsor, etc.)

Project Management Steps

  • Track and Re-plan the project as necessary.

Deliver  

Configure  

Train for Configuration

Offer the customer BrightWork 365 Role based and Configuration training  

Configure Templates  

Be very mindful that in this "Deliver" phase that we are consulting to help the customer be empowered and trained - so we are consulting and also delivering on the job training

Implement Roles and Security  

Implement the roles needed with the associated rights with each role (e.g. Project Manager, Team Member, Request Approver, Request Submitter, Senior Sponsor, etc.) so these can be tested

Project Management Steps

  • Track and Re-plan the project as necessary.

Verify  

Identify Stakeholders

Seek a representative set of users, e.g. Executive Sponsor and a Project Manager and a Team Member  

Verify Design  

Verify the template design with these key stakeholders in order to review and validate the design work before continuing 

Be mindful to check that the amount of project management process to be implemented is feasible for the customer's environment  

Prioritize Feedback  

With the key stakeholders, determine items to be adjusted immediately, and those that will be added to the Backlog

Project Management Steps

  • Track and Re-plan the project as necessary.

Adjust  

Adjust Templates  

Configure-Verify-Adjust

Sometimes (but not always) we may need to cycle through Configure-Verify-Adjust until Project Management Success is likely  

Final Verification  

Project Management Steps

  • Track and Re-plan the project as necessary.  

Deploy  

Train  

Create Rollout Plan incl. Training

Determine the initial set of projects to manage 

When designing the training, consider and talk to the customer about:  

  • Training based on the key roles, e.g. Team Member and Project Manager. 
  • Training focused on configuring BrightWork 365. 
  • Extra training as needed to the internal support team (who might be in a project management office or in an IT support team). 
  • Collaborative Project Management training - and offer to configure this to suit the customer's environment. 

Prepare Training  

Prepare or Configure User Guidance / Training Materials for each of the key roles (Team Member, Project Manager, Senior Manager) 

Grant user access with appropriate permissions for current set of users  

Deliver Training  

Offer individual 1:1 follow-up training after the group sessions  

Project Management Steps

  • Track and Re-plan the project as necessary.

Rollout   

Go Live  

Feedback  

Conduct a feedback session with the team after some initial usage

Adjust  

Determine items to be adjusted immediately and those to be added to the Backlog 

Project Management Steps

  • Track and Re-plan the project as necessary.

Support

Handover to Support

Work with the customer to formally declare all in-scope deliverables achieved 

Review with the customer the Support vs Services distinction  

Handover to the Support Desk  

Update Project Management Strategy

Update the strategy in … "Customer Name - Project Management Success.PPT"  

Setup ongoing post-deployment status and working sessions, e.g.  

  • Quarterly Sponsor Start-Evolve review meetings.  
  • Next Project Management Health Check.  

Post Deployment Check

Formally close this iteration of the project.  

Check in on the customer after three months to validate (or otherwise) the achievement of the Value / Desired Outcomes.

Project Management Steps

  • Close out the Project and do a Post-Mortem.