Avaliação da Maturidade das Organizações Portuguesas em Projetos e Portfólios Oradores: Cristina Matias e Marco Duarte 28 e 29 NOVEMBRO 2014 Hotel TIVOLI ORIENTE LISBOA - PORTUGAL

Standard produzido pelo PMI® que contém centenas de melhores práticas organizacionais e que avalia as capacidades correntes da organização e mapeia os passos necessários para melhorar a performance organizacional e os seus processos de gestão de projetos, programas e portfólios. OPM3® - Organizational Project Management Maturity Model

Teve como âmbito medir a maturidade de 100 organizações portuguesas de diferentes sectores de atividade, relativamente aos seus processos para gerir projetos e portfólios utilizando o modelo OPM3® que permitiu também construir planos de melhoria organizacional que podem vir a ser adotados pelas empresas portuguesas; Avaliou também um domínio muito importante ligado mais à parte humana das organizações que são os Facilitadores Organizacionais. Estes são práticas de dimensão estrutural, cultural, tecnológica e de disponibilização de recursos humanos que permitem sustentar e suportar a implementação de boas práticas nos domínios de projeto e portfólio e que verificam de que forma são criadas as condições necessárias para que os recursos entreguem bons resultados; O Projeto OPM3® Portugal

Incrementa a ligação entre o planeamento estratégico e a execução; Amplia os resultados dos projetos, tornando-os mais previsíveis, fiáveis, consistentes e aumentando a correlação entre o desenvolvimento de projetos e o sucesso organizacional; Identifica capacidades específicas que a organização possui e que podem ser “melhores práticas”, proporcionando assim uma ligação entre as capacidades e as entregas estratégicas; Obtém um resultado de trabalho de elevado nível de consultoria, que só está disponível dentro das regras do PMI® em cerca de 60 empresas em todo o mundo; Benefícios

Sem custos para a organização, apenas investimento do tempo dos recursos; Acesso aos resultados da investigação, podendo ser feito benchmarking com os resultados de conjunto; Compara as práticas nacionais com as internacionais. Benefícios

Estão a ser realizadas conferências técnicas e científicas de apresentação da investigação; Estão a ser publicados diversos artigos científicos; Vão ser realizados vários workshops de divulgação de resultados intermédios - especialmente setoriais - para que quer as empresas que participam no estudo quer o mercado em geral possa ter informação sobre o desenvolvimento global do estudo; Benefícios Colectivos

Ciclo OPM3® 1.Preparação do “assessment”; 2.Trabalho de campo; 3.Avaliação dos resultados; 4.Plano de melhorias; 5.Implementação das melhorias; 6.Melhoria do conhecimento organizacional;

Avaliação da Maturidade (Fase I) Visita preliminar com o Sponsor interno para definir o plano de intervenção; Reunião com os Administradores Executivos, cerca de 1h30min; Reunião com o Portfólio Manager, cerca de 1h; Reuniões com os Gestores Funcionais, cerca de 1h;

Reunião com o PMO Manager ou equivalente, cerca de 2h; Reuniões com os potenciadores organizacionais (especialistas e pessoas chave das áreas da gestão comercial, financeira, marketing e outros), cerca de 1h; Reuniões com gestores de projecto, cerca de 1h30min; Reuniões com elementos das equipas, entre 15 a 30 min; Avaliação da Maturidade (Fase I)

Validação das conclusões iniciais com o Sponsor e se necessário alargar o número da amostra para recolher toda a informação necessária; Análise dos dados e compilação no sistema Product Suite OPM3® do PMI® que demorará entre 1 a 2 semanas; Apresentação dos Relatórios com a classificação de grau de maturidade global do PMI ® numa classificação percentual com o nível de maturidade específico na gestão de projetos, portfólios e facilitadores organizacionais; Em função da análise e da validação dos resultados será elaborado um plano de melhorias personalizado que será apresentado com a intervenção de um consultor OPM3 certificado. Reunião de apresentação dos Relatórios que demorará cerca de 1h30min. Apresentação de Resultados (Fase II)

It is a group of evaluation procedures. Provides Organizational Alignment. Expands the projects results. Identifies specific capacities. SMCI Maturity Model OPM3®

Resultados Organizações Portuguesas do Sector de Sistemas de Informação de Pequena Dimensão

Best Practices achieved

OPM3 Summary Project Management Overall Maturity Level achieved is 5%; The OPM3® continuum score is 33% for Projects, 7% for Portfolio and 35% for Organization Enablers; The Project Standardize Maturity is 7%, Measure Maturity is 14%, Control Maturity is 12% and Improvement Maturity is 12%; 23 Best practices were achieved from a possible scoped set of 300, thus 7% of the possible best practices were achieved; The OPM3® Global Score is 27%.

Resultados Organizações Portuguesas do Sector de Sistemas de Informação de Grande Dimensão

Best Practices achieved

OPM3 Summary Project Management Overall Maturity Level achieved is 13%; The OPM3® continuum score is 55% for Projects, 2% for Portfolio and 62% for Organization Enablers; The Project Standardize Maturity is 38%, Measure Maturity is 43%, Control Maturity is 36% and Improvement Maturity is 17%; 66 Best practices were achieved from a possible scoped set of 300, thus 22% of the possible best practices were achieved; The OPM3® Global Score is 45%.

Em resumo:

Plano de Melhorias Organizações Portuguesas do Sector de Sistemas de Informação de Pequena Dimensão

Governance Define policies describing standardization, measurement, control, and continuous improvement of organizational project management processes and review regularly methodologies to meet the organization needs. Staff Organizational Project Management With Competent Resources. Establish Project Manager Competency Processes Establish Strong Sponsorship. Include Strategic Goals Into Project Objectives. Adhere to Project Management Techniques. Capture and Share Lessons Learned. Use Common Project Language.

Governance Facilitate Project Manager Development. Provide Project Management Training. Provide Continuous Training. Provide Competent Organizational Project Management Resources. Customize Project Management Methodology. Integrate Project Management Methodology with Organizational Processes. Establish Common Project Management Framework. Establish Organizational Project Management Policies. Establish Training and Development Program.

Governance Establish Executive Support. Establish Organizational Project Management Structure. Provide Organizational Project Management Support Office. Estimating Template/Tools Established for Use Across Organization. Project Management Information System. Intellectual Capital Reuse.

Portfolio Standardize Portfolio Identify Components Process. Standardize Portfolio Categorize Components Process. Standardize Portfolio Evaluate Components Process. Standardize Portfolio Select Components Process. Standardize Portfolio Prioritize Components Process. Standardize Balance Portfolio Process. Standardize Portfolio Authorize Components Process.

Initiating Standardize Develop Project Charter Process. Measure Develop Project Charter Process. Control Develop Project Charter Process. Improve Develop Project Charter Process. Standardize Project Identify Stakeholders Process. Measure Project Identify Stakeholders Process. Control Project Identify Stakeholders Process. Improve Project Identify Stakeholders Process.

Planning Standardize Develop Project Management Plan Process. Measure Develop Project Management Plan Process. Control Develop Project Management Plan Process. Improve Develop Project Management Plan Process. Standardize Project Collect Requirements Process. Control Project Collect Requirements Process. Standardize Project Define Scope Process. Measure Project Define Scope Process. Control Project Define Scope Process.

Planning Standardize Project Create WBS Process. Standardize Project Define Activities Process. Standardize Project Sequence Activities Process. Standardize Project Estimate Activity Resources Process. Standardize Project Estimate Activity Durations Process. Standardize Project Develop Schedule Process. Standardize Project Estimate Costs Process. Measure Project Estimate Costs Process. Standardize Project Determine Budget Process.

Planning Measure Project Determine Budget Process. Standardize Project Plan Quality Process. Standardize Project Develop Human Resource Plan Process. Standardize Project Plan Communications Process. Standardize Project Plan Risk Management Process. Standardize Project Identify Risk Process. Standardize Project Perform Qualitative Risk Analysis Process. Standardize Project Perform Quantitative Risk Analysis Process. Standardize Project Plan Risk Responses Process. Standardize Project Plan Procurements Process.

Executing, Monitoring & Controlling Standardize Direct and Manage Project Execution Process. Measure Direct and Manage Project Execution Process. Control Direct and Manage Project Execution Process. Improve Direct and Manage Project Execution Process. Standardize Project Perform Quality Assurance Process. Standardize Acquire Project Team Process. Standardize Develop Project Team Process. Standardize Manage Project Team Process. Standardize Project Distribute Information Process.

Executing, Monitoring & Controlling Standardize Project Manage Stakeholder Expectations Process. Measure Project Manage Stakeholder Expectations Process. Control Project Manage Stakeholder Expectations Process. Improve Project Manage Stakeholder Expectations Process. Standardize Project Perform Integrated Change Control Process. Measure Project Perform Integrated Change Control Process. Control Project Perform Integrated Change Control Process. Improve Project Perform Integrated Change Control Process. Standardize Project Verify Scope Process.

Executing, Monitoring & Controlling Measure Project Verify Scope Process. Control Project Verify Scope Process. Standardize Project Control Scope Process. Measure Project Control Scope Process. Control Project Control Scope Process. Standardize Project Control Schedule Process. Standardize Project Control Costs Process. Measure Project Control Costs Process. Standardize Project Perform Quality Control Process.

Executing, Monitoring & Controlling Standardize Project Report Performance Process. Standardize Project Monitor and Control Risks Process. Standardize Project Administer Procurements Process.

Closing Standardize Close Project or Phase Process. Measure Close Project or Phase Process. Control Close Project or Phase Process. Improve Close Project or Phase Process.

Plano de Melhorias Organizações Portuguesas do Sector de Sistemas de Informação de Grande Dimensão

Governance Define policies describing standardization, measurement, control, and continuous improvement of organizational project management processes and review regularly methodologies to meet the organization needs. Staff Organizational Project Management With Competent Resources. Establish Project Manager Competency Processes. Establish Strong Sponsorship. Record Project Resource Assignments. Know Inter-Project Plan. Adhere to Project Management Techniques. Capture and Share Lessons Learned.

Governance Educate Executives. Facilitate Project Manager Development. Provide Project Management Training. Provide Continuous Training. Integrate Project Management Methodology with Organizational Processes. Establish Common Project Management Framework. Establish Organizational Project Management Policies. Establish Executive Support. Educate Stakeholders in OPM.

Governance Cultural Diversity Awareness. Organizational Business Change Management Program. Establish Organizational Project Management Structure. Adopt Organizational Project Management Structure. Institutionalize Organizational Project Management Structure. Provide Organizational Project Management Support Office. Demonstrate Competency in Monitoring and Controlling a Project. Demonstrate Leading Competency. Demonstrate Managing Competency.

Governance Demonstrate Cognitive Ability Competency. Estimating Template/Tools Established for Use Across Organization. Project Management Information System. Intellectual Capital Reuse. Achieve Strategic Goals and Objectives Through the Use of Organizational Project Management.

Portfolio Standardize Portfolio Identify Components Process. Standardize Portfolio Categorize Components Process. Standardize Portfolio Evaluate Components Process. Standardize Portfolio Select Components Process. Standardize Portfolio Prioritize Components Process. Standardize Balance Portfolio Process. Standardize Portfolio Authorize Components Process. Standardize Portfolio Monitor Business Strategy Changes Process.

Initiating Standardize Develop Project Charter Process. Measure Develop Project Charter Process. Control Develop Project Charter Process. Improve Develop Project Charter Process. Standardize Project Identify Stakeholders Process.

Planning Standardize Develop Project Management Plan Process. Measure Develop Project Management Plan Process. Control Develop Project Management Plan Process. Improve Develop Project Management Plan Process. Standardize Project Collect Requirements Process. Measure Project Collect Requirements Process. Control Project Collect Requirements Process. Improve Project Collect Requirements Process. Standardize Project Define Scope Process.

Planning Improve Project Define Scope Process. Improve Project Create WBS Process. Improve Project Sequence Activities Process. Standardize Project Estimate Activity Resources Process. Improve Project Estimate Activity Resources Process. Improve Project Estimate Activity Durations Process. Improve Project Develop Schedule Process. Measure Project Estimate Costs Process. Control Project Estimate Costs Process.

Planning Improve Project Estimate Costs Process. Measure Project Determine Budget Process. Control Project Determine Budget Process. Improve Project Determine Budget Process. Standardize Project Plan Quality Process. Standardize Project Develop Human Resource Plan Process. Standardize Project Plan Communications Process. Standardize Project Plan Risk Management Process. Standardize Project Identify Risk Process.

Planning Standardize Project Perform Qualitative Risk Analysis Process. Standardize Project Perform Quantitative Risk Analysis Process. Standardize Project Plan Risk Responses Process. Improve Project Plan Procurements Process.

Executing, Monitoring & Controlling Standardize Direct and Manage Project Execution Process. Measure Direct and Manage Project Execution Process. Control Direct and Manage Project Execution Process. Improve Direct and Manage Project Execution Process. Standardize Project Perform Quality Assurance Process. Standardize Acquire Project Team Process. Standardize Develop Project Team Process. Standardize Manage Project Team Process. Improve Project Distribute Information Process.

Executing, Monitoring & Controlling Standardize Project Manage Stakeholder Expectations Process. Improve Monitor and Control Project Work Process. Measure Project Verify Scope Process. Control Project Verify Scope Process. Improve Project Verify Scope Process. Standardize Project Control Scope Process. Control Project Control Scope Process. Improve Project Control Scope Process. Standardize Project Control Schedule Process.

Executing, Monitoring & Controlling Standardize Project Perform Quality Control Process. Standardize Project Report Performance Process. Control Project Report Performance Process. Improve Project Report Performance Process Standardize Project Monitor and Control Risks Process.

Closing Standardize Close Project or Phase Process. Measure Close Project or Phase Process. Control Close Project or Phase Process. Improve Close Project or Phase Process. Control Project Close Procurements Process.

Contatos dos Oradores Cristina Matias: Tel: Marco Duarte: Tel: