Disciplines
Name the six PPM disciplines
Strategic Planning
Demand & Intake
Work Sourcing & Planning
Work Execution
Portfolio Prioritization
Portfolio Reporting
Name three guest speakers (SMEs) who have presented at the Specialist meetings.
Bill Connell
Eric Bergman
Alexis Barone
Sean Hardy
Name the four PPM Specialist Teams
Best Practice & Advisory IP
PPM Offering Deliverables
PPM Discipline Enablement
PPM Assessment Workshop
What are the names of the two PPM offerings we are developing SKUs for?
PPM Assessment Workshop
PPM Core
Name three benefits of implementing a modern and dynamic PPM solution
Examples:
In which discipline would you focus your attention on if you were discussing resource management with a customer?
Work sourcing & planning
Name the culture types defined within the OCM framework.
Market
Adhocracy
Hierarchical
Clan
Which solution architecture best practice includes all of the "jobs to be done" for strategic planning?
Sophisticated
What date will the PPM SKUs go live?
February 15th
Focus on people and process optimization, focus less on technical skill set
What are the three "core" PPM disciplines?
Demand & Intake
Work Execution
Portfolio Reporting
What was the deal size for Liberty Mutual following the PPM Assessment Workshop (either TKM or Vendor Strategy) for Services and Product?
TKM: Product ($100,000.00) & Services ($204,750.00)
Vendor Strategy: Product ($100,000.00) & Services ($105,105.00)
Name three deliverables the PPM Assessment Workshop team has completed/are in progress.
Report out template
Workshop SOP
Agendas (Strategic & Tactical)
Workshop Cost Model
Name five deliverables that are a potential output of the PPM Assessment Workshop.
PPM Maturity Assessment
Stakeholder Analysis
Organization Hierarchy
Solution Taxonomy
PPM Data Dictionary
Solution Backlog
Delivery Schedule
Current State Architecture
Future State Architecture
O&R
COJ Value Strategy Analysis & Business Case Development
Governance Charter & Business Case Development
Change Management Plan
EPMO Charter & Business Case Development
Name a benefit for the customer for completing the PPM Maturity Assessment prior to prescribing the scope.
Name a benefit for Smartsheet for having our customer's complete the PPM Maturity Assessment.
Prescribe solution architecture that meets customer’s needs based on their maturity level, CWM acumen, and our expertise
Collect customer data that can inform the product roadmap and future product & service offerings
Align on common language to translates reality of Smartsheet product capabilities to customer solutions and outcomes
Name three benefits gained for Demand Intake sourced from the PPM Discipline Enablement Deck.
Data Integrity and Centralization
Streamlined Review Process
Alignment of Responsibilities
Visibility into Key Information
Phase-Gating Control
Name two additional names for an ePMO
Strategic PMO
Corporate PMO
Global PMO
Name two purposes of the Discipline Enablement materials.
Provide an overview of the discipline along with the "jobs to be done" and benefits that should be realized
Surface different "activities" to be completed with the customer to pull in unique attributes to their PPM environment including current pain points, stakeholders, and future benefits.
Provide a "guide" that the Consulting team can use throughout the PPM engagement
What is the difference between a PPM Assessment Workshop and a Discovery Workshop
PPM Assessment Workshop
PPM Use Case
Focus of the workshop is on the People and Process within a PPM Environment
The Customer is looking at Smartsheet for thought leadership and best practices for the PPM transformation
Discovery Workshop
Use case is predetermined prior to the workshop by the Customer
Focus of the workshop is on the Technology within a predetermined use case
The Customer is looking at Smartsheet for technical expertise
Which OKR in FY23 was the PPM Specialization within Professional Services an output of?
OKR #3: Enhance Project and Portfolio Management
Enhance PPM and go-to-market capabilities to deliver against our PPM vision
Name three "jobs to be done" for Work Execution sourced from the maturity assessment.
Waterfall Project Management
Manage Assets
Time Tracking
Risk Management
Collaboration
Lean/Agile Project Management
Resource Management
Cost Management
What is Lewin's equation for behavior?
B = f(P , E)
Behavior is a function of People and their Environment
Name the two deliverables that the Offering Team has completed that will be used in the Consulting Methodology Refresh.
Stakeholder Analysis
Data Dictionary
Name five customers who have completed a PPM Assessment Workshop.
Spirent Communications
CVS
Liberty Mutual TKM
Liberty Mutual Vendor Strategy
City National Bank
Ashley Furniture
CordenPharma
Name the 5 phases of a PPM Core implementation.
Align
Design
Develop
Enable
Deploy