PMeXecute: Web-based Project, Program and Portfolio Management Toolset
PMeXecute™ will provide you and your PMO with the ability to rapidly implement a consistent and successful approach to project management across your organization.
PMeXecute™ is an easy to use, web-based project, program and portfolio management tool kit that provides our clients with an “out of the box” comprehensive set of project, program and portfolio management processes, templates, techniques, tips and guidelines. PMeXecute™provides all of the tools, techniques and processes necessary for a successful turnkey implementation of project, program and portfolio management, saving hundreds of thousands of dollars of development and implementation time. It provides a focal point across the organization for strategic execution excellence. Linkages to other methodologies, databases, EPPM tools and documents can be easily established throughout the toolkit and an efficient and effective means for leaders to rapidly and accurately build and manage their projects and programs while maintaining a consistent approach across the organization.
Key features and functionality of PMeXecute include:
Set of practical and proven project, program and portfolio management processes, templates, guidelines and lessons learned that can be applied to all projects and programs across any organization
“Out of the box” usability
Easy-to-use, step-by-step guidelines that are written in a coaching narrative format and provide linkages to additional guidelines, processes and lifecycle flowcharts as appropriate
Fully defined project and program management methodology, complete with templates, processes, and detailed guidelines and best practices, as well as a thin layer of templates
Templates, guides, and processes that are accessible from the first page via process flow navigation
Intuitive navigation and transparent linkages within the tool and the capability to link to other lifecycles, SharePoint and other systems and databases
Level 1, 2 and 3 definitions of the project, program and portfolio management
Practical examples for planning and controlling projects
Easy–to-use and modify process flows (road maps)
Guidelines that can be printed and used for reference during facilitation sessions (planning; risk; problem solving; requirements gathering)
Additional templates and guidelines available from PMLG’s extensive library at no additional charge
Pre-defined, easily customizable project templates for each phase
Both detailed and a thin layer of practical and proven templates
Definitions of roles and responsibilities, inputs, outputs, supporting tools, and key processes for each phase of the project life cycle
Ability to access different levels of the methodology based on level of experience and knowledge
Pre-loaded with set of 3 high level and 3 detailed level work breakdown structure templates for that reflect your most common projects
Embedded with PMLG’s exclusive Project Management Quality Assurance (PMQA)TMhealth check and coaching program
In-depth project management lifecycle descriptions and roadmap examples
Ability to easily create new methodologies and customize existing
Includes stage gate lifecycle examples
Includes Agile stage gate and WBS examples
Includes guidelines for implementing and using MS Project and other project management scheduling tools
Includes guidelines for implementing Enterprise Program and Portfolio Management system
Project and Program Management Guidelines:
Initiation Phase:
Step-by-step guide for determining your project’s strategic vision statement, objective, problem/need/opportunity statement, high level scope and success criteria
How to identify and assess project stakeholders
Recommendations of which artifacts to review prior to planning the project
Detailed listing of project selection criteria and recommended approach for reviewing potential projects
Defined roles and responsibilities
Considerations when selecting your team members
Introduction to the Work Breakdown Structure (WBS) and its importance as the foundation for all project planning, including a detailed guide on how to build a WBS and facilitate your team member’s participation in the process
Bottom up estimating using the WBS
Considerations and process for development of a high-level risk assessment
Process for conducting a cost benefit analysis
Process for performing net present value calculations
Techniques for gathering the high level requirements through the first interview with the client and/or sponsor
Guidelines for developing the proposal and/or business case
How to develop a quality assurance plan
Requesting resources
Techniques for developing the communication plan
Meeting Management
Issues Management
Conflict Management
Problem Solving Facilitation
Status Reporting
Scope Change Management
Planning Phase
Detailed planning and facilitation guide for the project planning workshop
Introducing the communication plan
Best practices for defining the detailed project charter and WBS, including meeting planning, supplies, and facilitation techniques
Guidance gathering requirements and tracing them back to the WBS using the requirements traceability matrix
How to define project responsibilities using a responsibility matrix tool
Detailed risk management process, including how to effectively facilitate a risk identification session, quantify risk, plot the risks, assign owners, identify responses and create risk plans
A risk management historical document, pre-populated with 77 common risks with probability of failure and recommended mitigation steps
Best practices and detailed processes for translating the WBS into an accurate and detailed project schedule
Microsoft Project and other scheduling tool tips and techniques
Recommendations on how to measure project quality and conduct quality assurance reviews
Execution and Control Phase
Best practice for tracking your project and conducting status meetings
Capturing work effort and estimating remaining work
Tracking costs
Cost and work effort variance reporting
Metrics tracking
Managing scope change utilizing the WBS
Corrective action alternatives and considerations
The type of and how to complete project sponsor interactions during project execution
How to maintain quality and inspect project deliverables
Step-by-step process for conducting successful executive meetings
How to recognize and manage team conflict
Suggestions for keeping ahead of risks and preventing issues
Techniques for monitoring risks and risk triggers
Translating risks to the issues log
Warning signs for projects in trouble and detailed direction in how to take corrective actions during project recovery
Close-out Phase Guidelines
Checklist for administrative project closure
Conducting Lessons Learned Reviews
Tools with questions to ask during customer and team member project reviews
Guidelines for conducting the post-implementation project review meeting
What to do with lessons learned
Which documents to archive for historical purposes
Ideas for project celebrations
Portfolio Management Guidelines:
Stage Gating Guidelines
Portfolio Governance Overview
Program Governance Standards
Examples of Portfolio Reports
Techniques for Prioritization
Capturing Metrics and Examples of Metrics
Program Management Processes
Benefits Realization Process
Stoplight Reporting Guidelines
Governance Activities
Governance Thresholds
Governance Committees
Governance Committee Charter Template
Examples of Governance Committee Thresholds
Roles and Responsibilities of Governance Committee(s)
Portfolio Prioritization Tool (Excel)
Examples of Portfolio Heat Maps
Project, Program and Portfolio Management Decision Support Tools (Templates)
Opportunity Assessment
Business Case
Business Case Checklist
High Level Project Charter
Detailed Project Charter
Client Project Costing
Cost Benefit Analysis
Client Scoping Checklist
High Level WBS Templates
Pre-Sales Budget Worksheet
Problem Identification Worksheet
Project Proposal
Proposal Checklist
High Level Risk Assessment
Detailed Project Charter
WBS Templates for Most Common Projects
The Communication Plan
Communication Plan Checklist
Issues Log
Lessons Learned Template
Stakeholder Assessment
Organization Chart
Communication Matrix
Responsibility Matrix
Meeting Agenda
Milestone Slippage Report
Monthly Client Report
Team Status Report
Dashboard Report
Project Notebook Checklist
Project Directory
Decision Log
After Action Report
Planning Workshop Agenda
Team Charter
Deliverable Dictionary
Requirements Traceability Matrix
Developing Tasks Worksheet
Risk Assessment Agenda
Risk Log
Risk Assessment Template
Isobar Priority Plotting Chart
Risk Assessment Log
Resource Request
Deliverable Signoff
Scope Change Report
Scope Change Log
Benefits Identification
Benefits Realization Log
Governance Committee Charter
Customer Satisfaction Survey
Client Project Signoff
Project Overall Health Checklist
Risk Assessment and Mitigation Toolset
After Action Report
Quality Review Meeting Checklist
Quality Review Meeting Checklist
Project Initiation Checklist
Project Planning Checklist
Project Execution Checklist
Project Close-out Checklist
Team Member Project Evaluation
Team Member Peer Review
Post Implementation Review Document
Client Satisfaction Survey
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The boot camp was without a doubt the best class that I have attended during my 10 year tenure at Nikon.
Clarence Ademu-John
Nikon
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Great learning experience…the best I’ve had at Wyeth
Joanne Jackman
Project Manager - Wyeth Pharmaceuticals
How can we help you?
Contact us at the PMLG office nearest to you or submit a business inquiry online.