PPM Disciplines & Maturity
Name the six PPM disciplines
Strategic Planning
Demand & Intake
Work Sourcing & Planning
Work Execution
Portfolio Prioritization
Portfolio Reporting
Define PPM
PPM is a set of processes that allows organizations to align individual work deliverables with higher-level strategic goals.
In short, it is doing what matters the most and connecting the dots between strategy and execution.
Name at least two PPM buyer personas.
Operations Executive
Portfolio Director
Project Manager
IT PMO
Name the two PPM offerings PS has developed SKUs for.
PPM Assessment Workshop
PPM Core
Name three benefits of implementing a modern and dynamic PPM solution
Examples:
Name the discipline you would focus your attention on if you were discussing resource management with a customer
Work sourcing & planning
Name the three Smartsheet for PPM value pillars
Accelerate Growth & Innovation
Scale Work, Deliver Fast
One Flexible Platform for all Work
Name two common job titles for a Project Manager.
Project Manager
Senior Project Manager
Technical Project Manager
Resource Manager
Name the price of PPM Core.
$35,000 for SERVICES ONLY
Name the tool you use to find all of the PPM collateral including customer-facing decks, customer win stories, internal training, etc.
Seismic
Name the three "core" or "foundational" PPM disciplines.
Demand & Intake
Work Execution
Portfolio Reporting
Name two things customers looking for a modern PPM solution are typically struggling with.
Flexibility
Visibility
Resource Management
Portfolio Reporting
Name two typical questions from an Operations Executive persona.
How do I measure the value of my portfolios and know if they are contributing to our broader strategies?
How can I prioritize and focus on the work that matters most and communicate this to my stakeholders and project teams?
How can I optimize the cost of project/program/portfolio execution?
How can I do more with less?
How do I drive visibility, predict risks and ensure that we execute successfully against the company’s goals?
Name the Smartsheet premium application that the customer is required to purchase for a PPM Core engagement.
Control Center
Name two customer attributes we should recommend a PPM Core offering to.
The customer either:
Is new to PPM
Is new to Smartsheet
Scored an "initial" maturity level in the assessment
Name the three maturity levels a customer can receive if they complete the PPM Maturity Assessment.
Initial
Defined
Optimized
Name two additional names for an ePMO
Strategic PMO
Corporate PMO
Global PMO
Name a challenge the Portfolio Director persona typically handles.
Full responsibility with limited authority
Balancing business demands - long-term priorities and short-term business needs
Change management
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
Your customer informs you to touch base in another 6 weeks because their leadership team is in their new fiscal year planning. They are reviewing what will be their organization's key objectives and deciding where to align their teams and resources. Name the discipline this "job to be done" matches with.
Strategic Planning
Name the percentage of organizations that are open to exploring newer ways to solve the problems at hand.3 They are ready to break the mold of tried and tested approaches to project/portfolio management and embrace the new and the innovative.
70%
Name the buyer persona that is typically a decision-maker and cares about strategic prioritization and managing demand.
IT PMO
Name the 5 phases of a PPM Core implementation.
Align
Design
Develop
Enable
Deploy
Name a benefit for either Smartsheet or the customer for completing the PPM Maturity Assessment prior to prescribing the scope of work.
Prescribe solution architecture that meets customer’s needs based on their maturity level, CWM acumen, and expertise
Collect customer data that can inform the product roadmap and future product & service offerings
Align on a common language to translate the reality of Smartsheet product capabilities to customer solutions and outcomes