Strategic Alignment Workshop

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Strategic Alignment Workshop

• Wes Balakian, PMP
• CMP MAG
• Component Mentor Program
• Member Advisor Group

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Objectives

• Explanation of todays workshop
• Understand the 5 steps in the Strategic Alignment
  Process
• Interactive workshop on the Strategic Alignment
  Scorecard (SAS)

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Workshop Overview

• Introduction to the PMI Strategic Alignment
  Process
• Overview of the Strategic Alignment Process and
  work directly with the SAS.
• Become familiar with Strategic Alignment and
  Planning activities that will enhance your
  components value.

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Introduction to PMI Strategic Alignment Process

• The PMI SAP has been developed as a means for PMI
  to ensure that all components are aligned to the
  PMI Strategic Plan and the Balanced Scorecard.
• This alignment is to be determined by components
  providing a set of Services each of which are
  associated with a PMI Strategic Plan Objective.
  This will ensure that the community's services
  will be aligned to the PMI Strategic Plan and
  supports the overall direction of PMI.

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Introduction to PMI Strategic Alignment Process

• The Services that communities can deliver to
  provide value to members are segmented into Core
  and extended Services.
• Core services must be provided by the community
• Extended services are additional services that a
  community may provide to improve value to members
• Each Core service has a measure and a minimum
  level the community must provide
• Will only be looking at core services in this
  session

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Introduction to PMI Strategic Alignment Process

• Why does PMI want all components
  aligned?Answer To ensure consistent value to
  members from all components.
• What does a component do to demonstrate it is
  aligned or achieve alignment?Answer Each
  component completes the Strategic Alignment
  Scorecard that contain details of all core
  services and the minimum levels that PMI would
  like all components to provide.  
• The scorecard allows a component to 
• see what the core services are and
• for the component to set itself targets for the
  level of service that they will provide
• .  
• The next workshop details the business plan that
  shows how the component will
• achieve the targets it has set itself and
• implement the core services that it is yet to
  provide.

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Strategic Alignment Process
Community Documents
Annual Cyclic Process
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Step 1 Community Documents

• Charter
• Multi Year Business Plan from previous years
• Operations Plan
• Results
• Events Calendar
• What else?

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Step 2 Strategic Alignment Scorecard

• Based on the PMI Balanced Scorecard
• Shows how a community aligns to PMI Strategic
  Plan
• Indicates the core services that each community
  should provide
• Provides the input of future targets
• Informs PMI on what are the areas in need of
  further assistance

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Step 3 Gap Analysis

• Assess gaps in the core services
• Conduct SWOT Analysis
• Prioritization

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Step 4 Multi Year Business Plan

• Next session will cover the Multi-Year Business
  Plan
• Today 1330 to 15.00

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Step 5 Annual Reporting

• Last session today will cover annual reporting to
  PMI
• Today at 15.20 to 16.40

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SAS Working Session

• Overall review of the SAS
• What is in it for the component/member?

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Value to Members

• Reason to Join
• Recognition
• Knowledge
• Certification (Discount)
• Advance Profession
• Networking

• Reason to Renew
• Knowledge
• Recognition
• Networking

• Reason to Leave
• Dues burden shifts to member
• Certification achieved (or not)
• English not primary language
• Join but not engaged in PMI

Value
2005 PMI member survey.
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Strategic Alignment Scorecard
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SAS Working Session

• Lets get started!
• We are going to work on the Culture and
  Capabilities section.

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SAS Working Session

• Questions?
• Feedback?
• Question for you
• How easy was this?
• If it wasnt easy, what should change?

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Support to Strategic Alignment

• Component Mentors
• Enrique Cappella (North Latin America) -
  enrique.cappella_at_cr.unisys.com
• Victor Villar (South Latin America) -
  vvillar_at_cosapidata.com.pe
• Eduardo Espinola (Brazil) - eduardo.m.espinola_at_ter
  ra.com.br
• GOC Staff
• Component Leadership Site Tool Kit
• CMP MAG members