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Planview Customer Success Center

Program Management

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Program Management

The Program Management capability supports the management of program roadmap realization. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.

Definition and Business Outcomes

Definition

Monitors program roadmap realization, tracking the status and health of a given program executed through associated projects.

Business Outcome

We can create and associate the projects that will be executed to deliver the program.

Business Outcome

We can manage the program’s delivery, updating the roadmap based on the collection of key dependent projects.

Business Outcome

We can update stakeholders on our program roadmap’s health, rolling up relevant execution data from the underlying projects.

Best Practices

Align programs to strategy

Effective program planning supports the creation, business case development, and approval of programs that deliver the organizational strategic initiatives and business outcomes. Program managers need to select, prioritize, and rank projects for the program portfolio that deliver the initiatives, financials, and outcomes defined in the strategic plan.

Engage with stakeholders

Connect with your program stakeholders to gain insight into business objectives and to understand their views, priorities, and concerns. This includes connecting with project teams to ensure project managers are supported and unblocked, and identify any risk mitigation or improvement opportunities.

Monitor and manage program financials

To develop the business case for the program, estimate the costs, benefits, and revenue associated with program initiatives, and ensure they are aligned to your organizational financial data model. Submit programs for approval and funding from the strategic plan and initiatives. When programs move into execution, baseline them for performance monitoring.

Roll up data into dashboards

Provide regular status updates on program health to program stakeholders using dashboards. Configure dashboards that summarize key program information and roll-up execution data from underlying projects. Dashboards can be easily shared to teams, management, stakeholders, and executives.

Review your roadmap regularly

Review your roadmap on an ongoing basis, such as quarterly, and maintain an adaptive and responsive mindset as you learn new information about the product/market or receive customer feedback. Reassess, adapt, and communicate changes to stakeholders as your roadmap evolves—but to maintain stakeholder confidence in your strategic decision-making process, avoid continuously updating or never updating your roadmap.

Associate all work with the program

To maintain your program roadmap and schedule and ensure you have the resources needed, make sure all related work is associated to the program. Each time work is created as part of the program it should be associated to the program so that the project schedule, financials, and resources all roll up to the program for full visibility in the work going on.

Processes and Reports​

conceptual image_program management.jpg 

This capability supports the creation, planning, business case development, and approval of programs that will deliver the organizational strategic initiatives and business outcomes.

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Program Management Process Steps

           

Program Management Process flow 1200.jpg

Program management process flow

           

Process Step Description
Do work     Resources carry out the work that has been assigned to them.
Deliver program through underlying projects Relevant project managers monitor and manage all captured information on project status and progress as resources execute projects and deliver work. This information can also be consolidated and visualized at the program level. This allows the program manager to monitor the overall progress of the program against the initial baselines.
Consolidate program forecast and actual costs

Obtain a roll up of financial data from the delivering projects, based on the associated entities.

As a program progresses, the costs of associated projects are rolled up to the program level. When a project is associated to program(s), an allocation percentage is defined. This allocation percentage is used to roll up the project's cost to its associated program(s).
Monitor and manage program financials

Review and refine program financials based on the current view of how the program is being realized through the execution of its projects.

By comparing financial versions, it is possible to track the variance between the approved baseline costs and effort, and the current forecast to highlight any areas that require attention.

Understanding the program financials allows you to re-balance the overall program budget across the delivered projects, including reassignment of investment funds from one project to another, to reflect the baseline costs.

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Monitor and manage program roadmap

Maintain the target dates and milestones of the program. The Program Manager can align the program schedule and the schedule of associated projects.

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Update program status and narrative    
 

Update the program assessment indicator criteria and populate the program narrative or commentary with the appropriate values and information.

This information can then be exported as a summary of key information relating program execution into a one page report for program stakeholders and strategic review meetings.

The report includes the program attributes populated as part of this step, responsibility information, trend of program condition/RAG/RYG status, descriptive information, date and milestone information, financial summary, commentary and change request, risk and issue lists, plus key information on the associated projects that are delivering the program.

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Related Capabilities

Supported Solutions