Discovery assessment tools that can help project managment.
Contents:
Strategic balanced scorecards are a high-level way to summarize an organization:
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Create a a destination statement.
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Cover four areas: financial, internal, external, learning.
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Define objectives and key results (OKRs).
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Define key performance indicators (KPIss) and measure them.
See https://github.com/joelparkerhenderson/strategic_balanced_scorecard
OKR is a method of defining objectives and tracking their outcomes:
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Objective: what we want to achieve
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Key Results: how do we know we are getting there
See https://github.com/joelparkerhenderson/objectives_and_key_results
Key performance indicator (KPI) suggestions:
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Title: an exact name that avoids ambiguity
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Objective: the relation of the indicator with the organizational objectives must be clear
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Scope: state the areas of business and/or parts of the organization that areincluded and/or excluded.
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Target: benchmarks must be determined in order to monitor progress.
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Calculation: the exact formula, units, frequency, data soure, et al.
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Owner: the accountable person for the indicator.
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Comments: any outstanding issues regarding the indicator.
See https://github.com/joelparkerhenderson/key_performance_indicator
Critical success factor (CSF) suggestions:
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Title: an exact name that avoids ambiguity
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Objective: the relation of the indicator with the organizational objectives must be clear
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Criticality: why is this critical to the success of the objective?
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Plan: who is doing what, when, where, how?
SMART criteria for goals:
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Specific
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Measurable
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Actionable (a.k.a. Achievable, Attainable, Agreed)
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Relevant (a.k.a. Realistic, Responsible, Receivable)
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Timely (a.k.a. Time-scoped, Time-boxed, Time-bound)
See https://github.com/joelparkerhenderson/smart_criteria
RACIO responsibility assigment matrix:
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Responsible
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Accountable
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Consultable
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Informable
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Omittable
See https://github.com/joelparkerhenderson/racio_matrix
Stakeholder analysis starts by gathering this information:
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Name
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Title
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Contact information
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Communication preferences
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Role in the organization
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Role on the project
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Key concerns (e.g. goals, needs, issues, interests, opinions)
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Key offerings (e.g. skills, resources, controls, connections)
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Relevant suggestions (e.g. for people, processes, tools, scopes)
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Relevant relationships (e.g. with stakeholders, projects, organizaitons)
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Relevant analysis (e.g. SBS, OKR, KPI, VSM, SMART, SWOT, PEST, RAID)
See https://github.com/joelparkerhenderson/stakeholder_analysis
Stakeholder salience means understanding the relative priorities of needs
To do this, one way is to estimate any of the concepts below, on a scale of low, medium, high:
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Power
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Interest
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Commitment
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Support
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Influence
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Need
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Urgency
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Understanding
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Legitimacy
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Willingness to engage
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Necessity of involvement
See https://github.com/joelparkerhenderson/stakeholder_analysis
ADKAR change management model means:
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Awareness
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Desire
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Knowledge
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Ability
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Reinforcement
See https://github.com/joelparkerhenderson/adkar_change_management
TEAM interpersonal aims means:
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Talk
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Evaluate
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Assist
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Motivate
See https://github.com/joelparkerhenderson/team_focus
FOCUS analytical aims means:
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Frame
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Organize
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Collect
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Understand
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Synthesize
See https://github.com/joelparkerhenderson/team_focus
TOGAF management capabilities list:
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Financial Management
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Performance Management
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Service Management
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Risk Management
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Resource Management
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Communications and Stakeholder Management
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Quality Management
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Supplier Management
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Configuration Management
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Environment Management
Domain Driven Design links:
DMADV project methodology is known as Design For Six Sigma (DFSS) and features 5 phases:
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Define design goals that are consistent with customer demands and the enterprise strategy.
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Measure CTQs (characteristics that are Critical To Quality), capabilities, prrisks etc.
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Analyze to develop and design alternatives
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Design an improved alternative, best suited per analysis in the previous step
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Verify the design, set up pilot runs, implement the production process and hand it over to the process owner(s).
DMAIC stands for:
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Define
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Measure
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Analyze
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Improve
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Control
DDICA stands for:
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Design
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Develop
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Initialize
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Control
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Allocate
SIPOC stands for:
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Supplier
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Input
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Process
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Output
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Customer
ICOM stands for:
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Inputs
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Cntrols
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Outputs
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Mechanisms
Maturity models typically have these kinds of levels:
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0 = None, Never, Negligible, Not Applicable
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1 = Initial, Informal, Implicit, Irregular, Inconsistent, Individual-usage.
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2 = Developing, Describing, Duplicating, Department-usage.
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3 = Standardizing, Specifying, Scaling, Service-oriented, Segment-usage
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4 = Managing, Measuring, Mainstreaming, Mission-oriented, Mass-usage
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5 = Optimizing, Orchestrating, Ongoing, Opportunity-oriented, Organization-usage
See https://github.com/joelparkerhenderson/maturity_models
Value Stream Mapping (VSM) starts with three major categories:
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Value Adding (VA): any activity that your external customers value and are willing to pay for.
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Necessary Non-Value Adding (N-NVA): any activity that is necessary but does not add value, for example any necessary support processes, legal regulatory requirements, etc.
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Unnecessary Non-Value Adding (U-NVA): any activity that is unnecessary, a.k.a. waste.
See https://github.com/joelparkerhenderson/value_stream_mapping
Software quality attributes:
Program Evaluation and Review Technique (PERT) has four major timing areas:
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critical path
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lead time
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lag time
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float or slack
RAID means:
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Risks
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Assumptions
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Issues
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Dependencies
Application architecture matrix ideas to consider:
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Application/Organization matrix
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Application/Role matrix
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Application/Application Interaction matrix
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Application/Function matrix
The exercise idea: assess the current state of the organizations/groups/individuals, and compare that to the desired future state.
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ADKAR change management model: Awareness, Desire, Knowledge, Ability, Reinforcement
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RACIO: Responsible, Accountable, Consultable, Informable, Omittable (repo)
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SIPOC: a tool that summarizes using supplier, input, process, output, customer.
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CTQ tree: ) are the key measurable characteristics of a product or process whose performance standards or specification limits must be met in order to satisfy the customer.
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SMART critera: Specific, Measurable, Actionaable, Relevant, Timely
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TEAM interpersonal aims: Talk, Evaluate, Assist, Motivate
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FOCUS analytical aims: Frame, Organize, Collect, Understand, Synthesize
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DMAIC: Define, Measure, Analyze, Improve, Control
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RAID: Risks, Assumptions, Issues, Dependencies
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TOGAF: The Open Group Architecture Forum