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Articles and White Papers
| EVM World 2018 Presentation Crispin Piney’s presentation at the EVM World 2018. |
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| Top-down Portfolio Management – White Paper This white paper explains the foundation of top-down portfolio management, which is the way executives think anyway, why it is needed, how it works, and what the benefits are. It uses a simple case study to explain the concepts and the tools. |
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| Is your Corporate Strategy a Wishion? Wishion is not a typo, it is a strategy document that defines what the company wants or wishes to achieve, but not how it will get there. Companies have well written Vision and Mission statements, but when it comes to strategy, many companies have a fuzzy statement that is very difficult to translate into actionable elements, a key reason why nine out of ten companies fail to implement strategy. |
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| Top-down Portfolio Management This article explains why most companies fail when they use the traditional approach of ranking opportunities of investment based on individual business cases. The article presents a novel approach that starts from business strategy, translated into a set of business outcomes and delivered through a portfolio of programs and projects. |
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| Why is Benefits Management so Hard to do? This article consolidates de opinion of over 50 practitioners in the area of benefits management, including consultants, PMO managers, program managers, etc. It explores the main reasons why companies fail when implementing benefits management. The article also presents an alternative approach: top-down portfolio management, which removes or alleviates most of the. |
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| 9 Challenges of Adopting Agile part 1 Interesting material on common challenges for organizations implementing agile – part 1. |
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| 9 Challenges of Adopting Agile part 2 Interesting material on common challenges for organizations implementing agile – part 2. |
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Presentations
| Off-shore on Scrum In this presentation, delivered at the PMI-IIBA CTT Chapter on November 26, 2012, Fernando Santiago shares a success story of an off-shore project that used agile methods. The conclusion: wouldn’t do it any other way. |
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| Portfolio Management Fit for Executives Presented by Fernando Santiago at ProjectWorld 2011 and several PMI Symposia, explains the rationale behind the need for an alternative approach to portfolio management and explains the top-down approach that starts from business strategy, translated into business outcomes and delivered through a portfolio of programs and projects. |
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| Business Case with Business Sense Presented by Fernando Santiago at ProjectWorld 2011 and PMI Symposia, presents a practical approach to develop business cases that are tied to business goals, and are verifiable and comparable. This presentation is complemented by a Business Case Model template that can be found under section Templates and Tools on this website. |
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| Earned Value Management Presented by Fernando Santiago at the PMI CTT Symposium 2002, tackles the topic of earned value from the business point of view, and how this tool can be used to deliver the executives the information they really need. This material also includes the basics of Earned Value and some concrete advice on how to make it work. |
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| Software Implementation – How can a Project Manager Increase the Odds of Success Presented by Fernando Santiago at the PMI CTT Symposium 2003, this presentation uses a processs capability model to assess the different factors that impact success, and how a Project Manager should be aware of those factors that do not meet requirements and compensate with those on which s/he has control. |
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Templates and Tools
| Product Backlog Sizing Template This tool has strong functionality that allows the product owner to capture the user stories or backlog items, size them using “t-shirt” sizes that have points pre-assigned, prioritize the stories using a two-level priority filter and assess the status of the project. The tool also comes with a project or release burndown chart and iteration log. |
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| Four-week Burndown Chart template This tool allows the scrum master or project manager to capture the tasks and the estimated effort, and capture the remaining effort, generating the burndown chart automatically. What is unique of this tool is that it allows the calculation of capacity by resource by day, to account for allocation (percentage assigned) as well as days off and holidays. |
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| Stakeholder Grid and Register template This tool allows the program or project manager to capture and analyze stakeholders from the point of view of how they are impacted, and defines two dimensions for a grid: power and interest. The grid suggests four styles to deal with the different cuadrants. |
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| Project Charter template This is the key deliverable for project initiation and should be prepared with the input of the project sponsor before the kick-off meeting. It includes a basic scope and definition of success criteria and weight for triple constraints. Template comes with instructions in red. |
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