Getting the most out of your ILM workshops – Founding Partner, Karen Tregaskis talks about using a Strategic Case on a Page to tell a better investment story.
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Using the outputs of the ILM workshops we can also develop a Strategic Case on a Page, which captures the richness of the investment story and the case for change. It can be used as a communication tool for a wide audience and support investment prioritisation. Here are a couple of examples.
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Good portfolio management is increasingly critical to organisational success. Many EPMOs are seeking to leverage anything they can to be better at providing good advice and support to investment decision-makers. The lure of a digital tool is highly attractive and the business justification is presented as a compelling one.
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Capturing your plan in a concise, easy to read format will help you nail your understanding of the most important aspects of the work and can be used as a communication tool with stakeholders. Tregaskis Brown has developed a simple BAU plan-on-a-page template to help you through this process.
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Lara Ariell (CFO at Inland Revenue) shares her observations on public sector investment and her experience with the IR transformational change programme.
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Craig Murphy (Manager, Investment Management and Asset Performance) from the Treasury outlines the future focus for the IMAP team, and what's next for the Investor Confidence Rating (ICR).
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Karen Tregaskis explores the question of whether time is up for the traditional Enterprise Portfolio Management Office (EPMO).
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How do you know your benefits are on track to be achieved before your final solution is delivered, so you can make adjustments along the way? Our Benefits Hypothesis Testing Tool enables you to do just that, by running experiments to validate your benefits assumptions as you develop new features of your solution. While primarily designed for Agile projects, this tool can be used in any project that uses a ‘pilot’ or staged-release approach.
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The Benefits Management ‘Plan on a page’ is a great way of communicating your project’s benefits story to your project board and other interested stakeholders. It captures the key elements of your plan, such as what the benefits are, how they will be measured, who’s responsible, and when the benefits are expected to be achieved.
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A benefits register is a useful way to record and monitor planned benefits across projects and programmes. This will help you track all your benefits, and also identify which benefits are dependent on each other, and whether they are being double-counted.
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A benefit profile helps you define each benefit in greater detail, such as how and when it will be measured, by whom, and some assumptions and risks around the benefit. It provides a high-level snapshot of each benefit.
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Here is a sample benefits map – generally the first artefact produced at the very outset of the benefits management process (the ‘identify’ stage).
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If you're new to benefits management, this guide will give you a basic understanding of what benefits are, why they matter, and how to manage them
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Check out out Board Agenda Template, with helpful tips and tricks to ensure your meeting runs as smoothly as possible.
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A Project Initiation Document (PID) is a project management plan template that helps people work through and document the planning process.
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Effective stakeholder management is essential for the success of any project or programme. This template should be used as a basic outline designed primarily to assist with initial thinking about your stakeholders. It can then feed into a more comprehensive project plan or full stakeholder management plan.
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Celebrating success benefits our individual feelings of inclusiveness - helping us to feel appreciated, valued and listened to - all of which play an important part on any journey through change.
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Ready for change? Here are some practical ideas on what to include in your Change Management Plan (CMP)
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Back at the start of COVID-19 Alert Level 4. Principal Consultant Margo Ray released a video discussing how organisations are having to rethink the way they and their teams are working. Below she provides some additional insights and some of the lessons we have learned along this unprecedented journey.
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Tregaskis Brown Chief Executive Karen Clarke shares the importance of knowing and understanding your 'True North' as you manage effectively through the current fog of uncertainty.
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Does co-location contribute to the success of project teams? We look at the latest research on co-location and provide practical guidance for project managers and SRO's to consider.
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Dashboards are an effective tool to communicate information to the relevant stakeholders quickly and accurately. Dashboards are highly visual tools and the data presented should be well organised and uncluttered. Use our easy to follow tips to get the most out of your dashboards.
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Work Package Template is a set of information about one or more required products collated by the Project Manager to pass responsibility for work or delivery formally to a Team Manager or team member. Click here for our Work Package template.
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Category 1 finalist at the 2018 Minister of Defence Awards of Excellence to Industry
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Read our white paper following a recent Portfolio Forum
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In this white paper, Karen Tregaskis explains how executives can maximize their PMO investments, by identifying a number of potential metrics for measuring success and why an executive should be wary of 'best practice'.
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As an executive, you may only be responsible for a significant business case 2 or 3 times in your career.
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Investment Logic Mapping (ILM) has proved to be an extremely helpful business tool, and in this video Karen Tregaskis discusses what she likes most about it.
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