Discovery assessment for project management
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README.md

README.md

Discovery assessment

Discovery assessment tools that can help project managment.

Purpose-related:

People-related:

Process-related:

Performance-related:

See also:

Purpose

Strategic Balanced Scorecard (SBS)

Strategic Balanced Scorecard is a high level way to summarize an organization:

  • Create a a destination statement.
  • Cover four areas: financial, internal, external, learning.
  • Define Objectives and Key Results (OKRs).
  • Define Key Performance Indicators (KPIs) and measure them.

See https://github.com/joelparkerhenderson/strategic_balanced_scorecard

Objectives & Key Results (OKRs)

OKR is a method of defining objectives and tracking their outcomes:

  • Objective: what we want to achieve
  • Key Results: how do we know we are getting there

See https://github.com/joelparkerhenderson/objectives_and_key_results

Key Performance Indicators (KPIs)

Key Performance Indicator (KPI) suggestions:

  • Title: an exact name that avoids ambiguity
  • Objective: the relation of the indicator with the organizational objectives must be clear
  • Scope: state the areas of business and/or parts of the organization that are included and/or excluded.
  • Target: benchmarks must be determined in order to monitor progress.
  • Calculation: the exact formula, units, frequency, data soure, et al.
  • Owner: the accountable person for the indicator.
  • Comments: any outstanding issues regarding the indicator.

See https://github.com/joelparkerhenderson/key_performance_indicator

Critical Success Factors (CSFs)

Critical Success Factor (CSF) suggestions:

  • Title: an exact name that avoids ambiguity
  • Objective: the relation of the indicator with the organizational objectives must be clear
  • Criticality: why is this critical to the success of the objective?
  • Plan: who is doing what, when, where, how?

SMART criteria

SMART criteria for goals:

  • Specific
  • Measurable
  • Achievable (a.k.a. Attainable, Agreed)
  • Relevant (a.k.a. Realistic, Responsible, Receivable)
  • Timely (a.k.a. Time-scoped, Time-boxed, Time-bound)

See https://github.com/joelparkerhenderson/smart_criteria

People

RACIO responsibility assigment matrix

RACIO responsibility assigment matrix:

  • Responsible
  • Accountable
  • Consultable
  • Informable
  • Omittable

See https://github.com/joelparkerhenderson/racio_matrix

Stakeholder analysis

Stakeholder analysis starts by gathering this information:

  • Name
  • Title
  • Contact information
  • Communication preferences
  • Role in the organization
  • Role on the project
  • Key concerns (e.g. goals, needs, issues, interests, opinions)
  • Key offerings (e.g. skills, resources, controls, connections)
  • Relevant suggestions (e.g. for people, processes, tools, scopes)
  • Relevant relationships (e.g. with stakeholders, projects, organizaitons)
  • Relevant analysis (e.g. SBS, OKR, KPI, VSM, SMART, SWOT, PEST, RAID)

See https://github.com/joelparkerhenderson/stakeholder_analysis

Stakeholder salience

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:

  • Power
  • Interest
  • Commitment
  • Support
  • Influence
  • Need
  • Urgency
  • Understanding
  • Legitimacy
  • Willingness to engage
  • Necessity of involvement

See https://github.com/joelparkerhenderson/stakeholder_analysis

ADKAR change management model

ADKAR change management model means:

  • Awareness
  • Desire
  • Knowledge
  • Ability
  • Reinforcement

See https://github.com/joelparkerhenderson/adkar_change_management

TEAM interpersonal aims

TEAM interpersonal aims means:

  • Talk
  • Evaluate
  • Assist
  • Motivate

See https://github.com/joelparkerhenderson/team_focus

FOCUS analytical aims

FOCUS analytical aims means:

  • Frame
  • Organize
  • Collect
  • Understand
  • Synthesize

See https://github.com/joelparkerhenderson/team_focus

Process

TOGAF management

TOGAF management capabilities list:

  • Financial Management
  • Performance Management
  • Service Management
  • Risk Management
  • Resource Management
  • Communications and Stakeholder Management
  • Quality Management
  • Supplier Management
  • Configuration Management
  • Environment Management

Domain Driven Design

Domain Driven Design links:

DMADV Design For Six Sigma

DMADV project methodology is known as Design For Six Sigma (DFSS) and features 5 phases:

  • Define design goals that are consistent with customer demands and the enterprise strategy.
  • Measure CTQs (characteristics that are Critical To Quality), capabilities, prrisks etc.
  • Analyze to develop and design alternatives
  • Design an improved alternative, best suited per analysis in the previous step
  • Verify the design, set up pilot runs, implement the production process and hand it over to the process owner(s).

DMAIC

DMAIC stands for:

  • Define
  • Measure
  • Analyze
  • Improve
  • Control

DDICA

DDICA stands for:

  • Design
  • Develop
  • Initialize
  • Control
  • Allocate

SIPOC

SIPOC stands for:

  • Supplier
  • Input
  • Process
  • Output
  • Customer

ICOM

ICOM stands for:

  • Inputs
  • Cntrols
  • Outputs
  • Mechanisms

Performance

Maturity models

Maturity models typically have these kinds of levels:

  • 0 = None, Never, Negligible, Not Applicable
  • 1 = Initial, Informal, Implicit, Irregular, Inconsistent, Individual-usage.
  • 2 = Developing, Describing, Duplicating, Department-usage.
  • 3 = Standardizing, Specifying, Scaling, Service-oriented, Segment-usage
  • 4 = Managing, Measuring, Mainstreaming, Mission-oriented, Mass-usage
  • 5 = Optimizing, Orchestrating, Ongoing, Opportunity-oriented, Organization-usage

See https://github.com/joelparkerhenderson/maturity_models

Value stream mapping (VSM)

Value Stream Mapping (VSM) starts with three major categories:

  • Value Adding (VA): any activity that your external customers value and are willing to pay for.
  • 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.
  • 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

Software quality attributes:

PERT: Program Evaluation and Review Technique

Program Evaluation and Review Technique (PERT) has four major timing areas:

  • critical path
  • lead time
  • lag time
  • float or slack

RAID

RAID means:

  • Risks
  • Assumptions
  • Issues
  • Dependencies

Application architecture matrix

Application architecture matrix ideas to consider:

  • Application/Organization matrix
  • Application/Role matrix
  • Application/Application Interaction matrix
  • Application/Function matrix

See also

Current state vs. future state

The exercise idea: assess the current state of the organizations/groups/individuals, and compare that to the desired future state.

Wordbook of terminology