Our executives want to see beyond the obvious in our portfolio meetings. In addition to the metrics showing the state of current progress, we want to show KPIs that can foretell future progress based on the quality and pace of recent performance.
Based on execution history, how many programs will finish early or behind?
Given budget to expense ratios, how much additional funding will we need?
How many more FTEs we need, where and when, to catch up on delays?
As program leaders, we want a quick overview of progress and problems in our programs. Plus, we want the ability to drill down into the root causes of open challenges and foresee their impact on the outcomes of future milestones or deliverables.
Which milestones are causing most of the delay, when will they complete?
What's the impact of open risks and issues, which should we resolve first?
Which workstream or groups could stall progress and need attention?
Our program leaders are responsible for multiple programs, and often a lot is going on all at once. We want a simple yet powerful stream of news that each leader can customize to stay on top of things that matter uniquely to their interests.
How many days to the next critical milestone for each of our programs?
How are our programs performing on core KPIs: risks, budgets, and people?
Show what transpired across all our programs between two exact dates?
We have several portfolios of programs and projects in different stages of progress across our business units, departments, geographies, products, etc. We need a permission-based central hub for real-time access to all plans relevant to each of us.
Can we see all of our projects in one place regardless of our teams' tools?
Can we connect related workflows in various projects from multiple tools?
Can we contrast past, present, and future states for any project or task?
We often have to make bulk updates simultaneously to multiple related variables in our projects. We need an interactive spreadsheet environment where we can easily visualize the overall consequence of our updates in real-time.
How can we instantly recognize all the recent changes made to our projects?
Can we compare the present state of projects with any point in their history?
Can we assign the best person based on skills and availability for any task?
Our decision quality depends upon visualizing the connections in projects and workstreams, and the interdependencies between tasks and milestones. We want an interactive chart to see where we are and could be due to different decisions.
How can we visualize the fastest way to complete any project or program?
Can we instantly identify all must-do work for any deliverable or milestone?
Can we contrast planned, actual, and projected pathways for any project?
Our portfolio success depends on daily decisions made by team members at our projects' forefront. We want team members to have a full contextual understanding of each of their tasks — purpose, scope, references, dependencies, budgets, etc.
Can I see my tasks from any project in one place — and prioritize as needed?
Can I visualize how my contributions will add to the success of my project?
How can I avoid hunting for reference documents in multiple drives / folders?
With so many programs across our business units, departments, and geographies, it is hard to track what work will need completion at what time. We want a quick way to visualize all work scheduled for any part of our business in any period.
Can I see what needs to get done in any week for my programs & projects?
Can I see who is working on what and when for any program and function?
Can I see the amount of effort for different programs in any period?
We build plans to support long-term cross-functional coordination among teams to achieve complex objectives. Not so much for short-term work. We want to use agile ways in parallel to adapt our work-at-hand execution with changing circumstances.
Can our work progress in agile boards instantly inform portfolio dashboards?
Can teams use Waterfall with Kanban or Scrum in conjunction, as needed?
Can we scale agile for the enterprise with Nexus Scrum or SAFe framework?
Our meetings follow a disciplined, structured flow. We want to facilitate data driven discussion on agenda topics, capture collaborative meeting minutes, assign and track action items, and learn from our historical progression from past meetings.
What did we accomplish or learned to do even better since our last meeting?
What deliverables and milestones are top priorities before our next meeting?
What potential risks and open issues need immediate attention or action?
Our meetings rely significantly on visual decision-making. We need a dynamic and interactive means to selectively showcase only the most vital aspects of our programs. Yet be prepared to dive deep into the specifics of any program in real-time.
Can we combine various aspects from programs to show unique viewpoints?
Can we compare present and future states for different program versions?
Can we contrast different pathways for program success before starting?
To make informed decisions, we must proactively monitor the drivers of program and portfolio success. We want an AI-powered business analytics engine to report our work plans' past, present, and future states and their finance and resource needs.
How many FTEs will we need for each program — by business and function?
How much portfolio funding will we need by workstream and objective?
How balanced is our work distribution — across functions, roles, and people?