Discover needs

Identify the cause

Define initiatives

Develop a list of strategic initiatives

Strategic planning, developing strategic master project plans

strategic structural design

scope

output

income

How many items to delete

How to make sure the projects you keep are worth leaving behind

strategic moves – tactical moves

Growth-Driven Initiatives – Cost-Driven Initiatives

Product Oriented Initiatives – Market Oriented Initiatives

Customer-oriented initiatives - Logistics support initiatives

Develop project priority selection criteria

Analyze resource capabilities

Collect and organize existing project information

Evaluate project portfolio

Implement a continuous project portfolio management process

Develop architecture selection criteria

Design candidate architecture

Evaluate candidates and finalize the best organizational structure

Maximize the effectiveness of key strategic-level tactical initiatives

Maximize efficiency of key initiatives

Maximize executive engagement

Minimize negative impact on daily operations

Employee incentive

Maximize clear division of roles

Minimize change implementation time and costs

Maintain existing structure and roles

Maintain existing structure and roles, add PMO

Founder's values

The company's main business

The area where the company is located

executive behavior

Responsiveness

Prerequisites

evaluate

feedback

Executor

Mutual trust between supervisors, superiors and subordinates, and colleagues

level of decision making

Risk tolerance, pace of action

Method of meeting and nature of communication

Executive attention span

team owner

Team General Manager

Ensure strategic consistency

Remove obstacles and ensure communication

Approval results and lead the promotion

team coach

member

member

consultant

software

Issue a set of initiative management disciplines to ensure all necessary steps are included in each project

Ensure that cross-functional and cross-district PM teams follow unified steps and unified rules to improve project efficiency and simplify communication

Simplify and standardize mid- to senior-level reporting models for initiatives

Have a track record of successfully executing strategic and tactical initiatives

Compatible with all types of initiatives

Meet the needs of all departments and regions

Robust enough to handle projects of all complexity

Easy to use, PM team can easily get started

Helps in upward communication, downward communication and horizontal communication

In line with corporate culture

Through strategic decomposition, we design and integrate business plans, formulate execution paths, verify strategic assumptions, verify phased goals, and monitor execution effects.

Evaluate all initiatives equally

Focus only on the inside

Only tests activities, not results

Not simple and effective

Failure to strictly implement the evaluation system

Based on opinion -> based on facts

Floating on the surface or too detailed -> appropriate details

Information valuable to PMs -> Information valuable to executives

Activity-oriented -> Result-oriented first, then action-oriented

4Ps: Project, Program, Portfolio, Process

As an executive, don’t get bogged down in the nuts and bolts

Should be presented in the format "ideal value ratio display value"

Compare key dimensions to the previous month/quarter and discover trends

Results Report: RPI

milestone report

cost report

problem resolution report

Stakeholder Satisfaction Report