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Overview
During the years of developing our consulting
practice, clients have repeatedly asked us for recommendations regarding
tools and technology to assist their project management office and/or
the project-based organization as a whole. As professional management
consultants, and in order to develop unbiased recommendations, we have
remained “technology neutral” in our preference or support of any one
tool or technology. The questionnaire below generally facilitated by a
senior practice consultant is utilized as a base of discussion to
provide a clear picture of the organizations current and future needs as
well as assist us in narrowing down the “field” of tools and techniques
in our industry specific benchmark/database files.
Section 1 Project – Program Related (PPR)
1.
What
industry/industry’s is your organization involved in?
2.
Does your
organization predominantly engage in project management, program
management or both?
a.
If both, please
specify an approximate ratio of projects and programs.
3.
How many resources
(organization wide) participate in your portfolio of projects/programs?
4.
How many active
project or program managers does your organization currently utilize?
a.
Do future plans
call for an increase or decrease of these resource numbers?
5.
Based on your
project/program portfolio, please answer the following questions:
a.
Percentage of
projects or programs: under 6 months duration _____
b.
Percentage of
projects or programs: 7 to 18 months duration _____
c.
Percentage of
projects or programs: 19 to 36 months duration _____
d.
Percentage of
projects or programs:
greater than 36 months duration _____
6.
Based on your
project/program portfolio, please answer the following questions
regarding project budget (sum of direct and indirect costs):
a.
Percentage of
projects or programs: under $250K project budget _____
b.
Percentage of
projects or programs: $251K - $2M to 18 project budget _____
c.
Percentage of
projects or programs: $2.1M – $10M project budget _____
d.
Percentage of
projects or programs:
greater than $10M project
budget _____
7.
For projects listed
above, what is the percentage of internal projects versus for hire
projects?
8.
Does your
organization manage project/program work internationally?
9.
Does your
organization utilize virtual teams for project/program work?
10.
Does your
organization utilize a standardized project/program management life
cycle?
a.
If yes, does the
life cycle utilize defined stage gate criteria?
b.
If yes, does the
life cycle require specific initiation reviews?
c.
If yes, does the
life cycle require specific phase-end reviews?
11.
Does your
organization utilize standardized risk management practices?
12.
Does your
organization utilize; a) standardized scheduling practices, and, b)
dedicated scheduling resources?
13.
Does your
organization track a) project costs including resource costs or, b) just
resource hours?
14.
Does your
organization utilize Earned Value Management techniques for project
control and status reporting?
15. Do project/program
managers utilize open-issues databases for storage and dissemination of
open issues (in & out)?
16. Does the
organization currently utilize resource loading – leveling practices for
project, program, and/or portfolio management purposes?
17. Does your
organization utilize standardized change management practices?
18. Does your
organization utilize standardized document management practices?
19. Does your
organization utilize any form of Project Management Office (PMO)? If
yes, proceed to Section 2)
Section 2
Project Management Office Related (PMOR)
1.
Is the current PMO;
a) A virtual PMO (center of excellence), or b) A full service and
full-time staffed PMO?
a. What is the current
charter of the PMO?
2.
How many resources
does the PMO employ?
a. Please elaborate on
their roles (current and future).
3.
Is the PMO
involved; a) through a project/program’s total life cycle, or; b) only
in certain phases?
4.
Does the PMO assist
project/program managers in duration or cost estimating?
5.
Does the PMO assist
the project/program managers with project scheduling?
6.
Is project/program
governance a role of the PMO?
7.
Does the PMO
develop, track, and report against organizational metrics for
projects/programs?
8.
Does the PMO
participate in formal project/program reviews?
9.
Is the PMO
centrally located or geographically dispersed?
10.
Does the PMO
interface with any other organizational PMOs?
11.
Does the PMO
interface with strategic leadership for long-lead portfolio planning?
12.
Please list any
current tools and technology currently employed and its status of
deployment.
13.
Please elaborate on
the organization’s current and enterprise architecture environment.
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