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And The Plan was without substance. And The Assumptions were without form. And darkness was upon the face of the Workers. And they spoke among themselves, saying, 'It is a crock of s--t, it stinks.' And the workers went unto their Supervisors, and said, 'It is a pail of dung, and none may abide the odour thereof.' And the Supervisors went unto their Managers, saying 'It is a container of excrement, and it is very strong, such that none may abide it.' And the Managers went unto their Directors, saying, 'It is a vessel of fertiliser, and none may abide its strength.' And the Directors spoke among themselves saying one to another, 'It contains that which aids plant growth, and it is very strong.' And the Directors went to the Vice-Presidents, saying unto them, 'It promotes growth, and it is very powerful.' And the Vice-Presidents went to the President, saying unto him, 'This new plan will actively promote the growth and vigour of the company, with powerful effects.' And the President looked upon The Plan, and saw that it was good. And The Plan became policy. And that is how S--t happens.
Slip: Being first at the bar Float: Remaining Beer kitty Milestone: Paul buys a round
Results are promising : Turned power on and no smoke detected -- this time... Elements will be phased in Good, gradually as butperhaps a the software little more matures: detail here ? It's late!
e e ri S
A wo "Exc b ma use elow Sh reduced me , 3 0 f e The m e de altitu balloon n in a ho mee an re et a b wa s de a t air t her can yo scende n e ar p o lost nd u d an h one ve alkali lied: "Yo our a help? I p a bit mo spotted . She "You of t h u ar des e a re ro go, b e r em e m us r ut I d mised a and sh man t be nant t scrub h in a hot ou on't f a bio air b abita p o pu know riend I w ted logis al t latio "We o t" s a whe ns a , 2.7 mil loon hov ll," a re I a uld id th es w nd s ns w e ba m. paw est o ering ap I hav ered t lloon ni n g p f he b ist. " e to grou the Col roximat alloo I am idea e o n ds nist, ," re wh a of th rado Ri ly plied "e t ve e raz t he m Fran to make verythin The or b a r kly, man an. " you'v of your g you to s uc k c k How in ld er. "I am below re e no did y said t bee formatio me is te spon , re ou k th e m n, a n ? p d c n mu now DO t , an, " lied the ed: "Yo d the hnically ch h ? c elp s ger lo f r have you don balloon u must b o far act is I a orrect, b ana unate nage ist, " 't kn ri M . u m st b u t h e a pr o ow w h o t a se n t o w ect a fort ct ma ... ill los t jec ow d he roj y to h t e h t. id yo t mana a P rs are a proj xcep ebod one,ave e o ir. You ere you re you bn g u oes ge om e d s, uld l thaitdea ho made a are du are or w know? er. s, e at d ana now at i ell s ot b sho prob w to kee promis e to a la here yo "Well Wh ject M one k do; th e; to t uld n hy it ebutta e to , lem. p, a n som rge qua u're goin Pro every ing to e don it sho e, or w ts in r d een Th g. Y ot b rson e fact is you exp eone th ntity of as noth s to b why y els umen . ou n e th , you ec t m at es for, has at i sons bod arg p has sive e to you t it m the es. we ame po are in wh rea ome pare onclu solv ha fro e sitio re in ide to by s pre d c e yo us er t n yo xactly b ef n ur dec ten o exc met, cov ses To to lis done and t cing a n: dis excu e the b u t s o r e we u ; t; d be ay; nvin the e; to to no o i ul om e; it'sone w omehow d o d rc en tw on don ll be d is; my fa sho fferen ll be c An een d to list to ove ult!" ; a it i y it een sha s b done; ents wh in a d s b w it sh eft as rrectly ha ha ing been argum : ne ng ut ho ll be l ing co orse. do th i o e th t e p h en if th s no ink u nd th e if the point t as w do a t d, or w t h a A e y; to see y it ha to th one to wh o s ct l mig canno t as b n d ne p nd it et bee ad do s w u quire o it; a tim ncorre done who be jus o n e d i foll n ond hav f he h thing on ould To ; to e id not i sec one bee ers s uld ne ho d wo y that that a t has p a een d it has f the p ssor w u g do w thin ctoril and that i low has b g as rid o ucce lly: e fol To hat is as lon to get any s d fina tter th satisfa inutes y it is n er t that time ability An nd be flect 20 m ut wh ng. ffect o v isco clude s not prob ly a ; to re ight in find o it wro ing e on of to d con if it i r imp e all to o do ralis dati re s plac o it ng o to der n t in mo first le to d s tryi eeks t dem ry fou has n ct tha o ch y y e to w refle mu f in th en ab o da ree w a ver the ve nager to how msel e be ent tw lse th have e at t ma v i k c p der e nsi ne it h uld ha self s body would ld stri proje co To he do e wo e him some idea it wou that a . o h n fh had imsel d out, taken uch a cause loyees g to d t s , be emp othin t h urne i tha eam all t n t f lise rea roject elief o To e p e b th th
n ve Se .: i ew ar e ei r n rev ho at th bee to w e t l e t e n av j ec t ce f or p e op m pe bs h pr o e. : jo sk e o tim Ta inc ular to th this reg ned at en ed ev it. loa ut fin 's d e d y bo ee ell obo t a :S t w N u gh h e t s . r . No tho ing t men swe ow t lys ire an : N t na requ ious od. ugh wan ll a v t o ho ' t Sti pre ders 've t don un we , we ut it ell at it o t w t h ou t k a b No ab thin re. to ymo an
Essentially complete: It's half done. We predict... : We hope to God! Serious but not insurmountable problems. : It'll take a miracle... Basic agreement has been reached. : The @##$%%'s won't even talk to us.
to ity ot en ser ann h e s I c ge t o t et g ura no t m hi n co an e et an Gr pt th The gs I c o hid ll t e e. ki in acc hang he th dom d to y c et wis ha n m n g th e se I o t o b e ch a a n d f t h o e y g e t o a s o th lp m day y t, ep ies se a o e acc bod ecau so, h on t et I m w. the ay b d al step e fe orro m tod s. An oes I to th s tom en I' at ed o kis .. Wh s th s rve e t t ne f th ect er. eem ake nn lo ve co ha emb it s t it t 4 to e fu ca r a y b e rem y, & tha nly h! to d a u p, d o out ym me ad me le an he m ork... t he t i d elp lly b w on win sm e in at d h ea An g a r g to 28 to eon 00% y 40% ays. 1 om rid n, yin da vin ha re tr frow ack s give Tues on F a ys on to m le 5% lwa os les op pe usc arm t to a 23% rsday e m y u 42 d my elp m onda n Th H nM %o en o 2O e xt % 12 s day e dn We
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Those who think education expensive have not yet realised what they pay daily for ignorance
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Mistakes are the portals to discovery - James Joyce The wise learn from the mistakes of others
(there isnt enough time to make them all your self)
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Free Version
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A complete, FREE training course in our project skills series! For FREE when used for personal, individual development!!
No catches everything needed is within this file
If you want to use this intellectual property as a commercial offering thats fine too as long as you cut me in I dont want much
Pre-arranged commercial use removes this notice, gives you animated slides that build procedures step-by-step, also step-by-step exercise files, instructor notes, suggested time-line for delivery and support
For non pre-arranged commercial use (IE where you charge a fee) I hereby offer you a contract to use this materials, without prior notice in a commercial context at 1,000 per day or per copy which ever is the greater (thats an offer and notice of consideration, use will constitute acceptance and forms contract) as soon as I become aware of use I will start proceedings to collect fees due If in doubt Ask
If you are in a commercial context (you paid something) and are reading this then I didnt get a cut. Let me know and Ill split what I recover with you
If, as you use these materials and think some instructor led help, or some implementation consultancy would speed and increase your return on investment then please contact-us
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Route Map
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Context
Start point
Gap
Quick Wins
Future Wins
What is LfE?
LfE
Implementation issues
Is LfE ok here?
Learning
LfE techniques
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Initiation: Uncritical acceptance Planning: Wild enthusiasm Approval: Desperation Elaboration: Panic & total confusion Implementation: Search for the guilty Lessons Learned: Punishment of the innocent
Context
Followed by.
Post-Implementation Review: Praise and honour for nonparticipants
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Logical Model Ltd (c) Logical Model Ltd 2004, 2005, 2007, 2008 Simon@LogicalModel.Net
A niche consultancy that delivers training, mentoring and consulting services around control and governance of project based benefits realisation
LMLs purpose is to improve the project management state of the art through popularisation of what is commonsense (which I suggest is obvious after it is observed not necessarily is widely-known)
Continued
Dimension Four Benefits Realisation Method training and consultancy PRINCE2 use in the real-world & PRINCE2 Exam preparation (but only if you
insist on exams. I believe they create the wrong focus & actually destroy PM value to a business)
Implementing IT Governance using the CobiT Framework Implementing Benefits Realisation & Lessons Learned processes
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What is LL?
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Learn from the mistakes of others You wont have time to make them all yourself
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Tacit (Implicit ) Riding a bicycle Securing a corporate decision Accountancy and C++ !
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A typical reader of these materials should have or be about to gain real-world experience of projects (Not necessarily as project manager) For advanced classes it is useful if readers are qualified at PMP, IPMA-D or -C or if a PRINCE2 practitioner if helps if have some actual project experience Basic level courses assume no back-ground
Basic courses tell you how to use, why to use etc If you are unsure of how (and why) to use the tools noted below then the set of free courses, of which this is a part, that cover all those skills are available at www.logicalmodel.net. You need them before tackling the advanced ones Advanced courses assume that you know why and how to use techniques such as work-shops and tools such as white-boards and Product Breakdown Structure (PBS) and WBS outside a classroom, that you know what the critical path is, how to use float as a type of resource & appreciate the need for levelling If you would like a quick overview of just the why to use these tools in reality then my white papers on the use of PBS/ WBS, Doing risk, Post-It planning and more can be found by search Simon Harris on the web-sites of the American Society for The Advancement of Project Management and PM Today
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PRINCE2 is a trademark of the OGC in the UK and other countries and they demand their recognition with this note on everything bureaucracy!
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r~v2/a
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End point
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Michael Polanyi Prof. of Physical Chemistry. Manchester University 1933-48 Personal Knowledge,1998 Routledge, ISBN 0-41-515149X & 0-203-44215-6
Knowledge Cycle
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Pr ac Be tic st es
To Tacit
Fluency: learning on the job Fluency: learning on the job through socialising e.g. Sit with through socialising e.g. Sit with Mary" & practicing Mary" & practicing
Explicit
Externalisation: essential & most Externalisation: essential & most difficult e.g. creating a procedure, difficult e.g. creating a procedure, defining a job role, giving a defining a job role, giving a presentation presentation
From Explicit
Tacit
Internalisation: trying, building Internalisation: trying, building new observations new observations e.g. by discussing e.g. by discussing
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Combining: adding to what IIknow Combining: adding to what know to fill a need e.g. by training to fill a need e.g. by training
15 The value of education is not learning of many facts but the training of the mind to think something that cannot be learned from textbooks - Einstein.
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Process Review
Product Review
LfE / LL is VAT on each project for the future benefit of the organisation as a whole
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Key message
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LfE is a goal
To improve efficiency & effectiveness of projects Anticipate problems (identify then improve threats & opportunities) Improve timeliness and quality of communications
Enhance the effectiveness of decision making
LfE is a process
Knowing the process mechanics will help us to use it
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Why Do LL?
Gives us pride in a good job well done Makes us worth more to each other and the company
The boss thinks its something else I should be doing because, obviously, its good practice, (whatever that is) and Ive not yet managed to get the day job beyond 18 hrs a day 5.5 days per week, but. by adding LL reviews maybe I can 18
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Product use
Product use
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A mistake not learned from is a criminal waste: The price has been paid yet the reward is un-collected
Why WIIFT ?
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Most of us want stability, a sense of belonging, appreciation from our community and so .
LL gives us personal appreciation (reward) .
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Left unchecked your mistakes grow: As engineer they are smaller than when you are CEO
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Vocabulary & models to make ideas visible for discussion Corporate capital
(Organisational or Infrastructure)
Human capital Co-operative creativity through staff knowledge and experience Captured knowledge of the organisation Customer capital Defines how the organisation functions Attachment (loyalty), A working LL process changes the Market share: Organisational capital Depth (penetration) & Roles & responsibilities, agendas, forms & other paraphernalia Width (coverage)
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The supporting infrastructure within the organisation IT systems, marketing plans, procedures and routines
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Intellectual Capital
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Product use
Product use
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LL Timing
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Initiation: Assessment & acceptance of risks involved Planning: Motivation, belief & enthusiasm Approval: Realism to approve real-world plans Elaboration: Adjustment in the light of progress Implementation: Appreciation of difficulties Lessons Learned: Consolidation of successes
When to LfE
Post-Implementation Review:
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So when do you do it ?
Are there right or best times ? The wrong or worst times?
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Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning - Einstein
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Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning - Einstein
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Time
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Your Context ?
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Start point
LL Is LL ok here?
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Best Practices
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Western philosophy separates subject who knows from the object that is known
Prefers formal, explicit knowledge interchange & combination
Less focus on opportunities from sharing tacit knowledge
Zen-Buddhist belief in the oneness of mind and body that underlies Japanese thought and beliefs
Socialising so that dialogue and ideas can flow
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Organisations
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Ikujiro Nonaka & Hirotaka Takeuchi, The Knowledge-Creating Company: How Japanese Companies Create the Dynamics of Innovation, OUP, 1995, ISBN 0-19-5092694
31 PRINCE2 LL Log
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Best Practices
Starting up a project
Initiating a project
Controlling a Stage
Closing a Project
Managing Product Delivery Lessons Learned Report Lessons Learned Log Planning
Time
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LL Log
Captures lessons while fresh in peoples minds Performance achieve & why across management & specialist performance What went well, went badly, was missing, or ineffective or abnormal Metrics on product creation Observation & experience, Quality & risk logs, Completed work, highlight & checkpoint reports, plans & actuals All controls considered, All tolerance deviations & corrections recorded Project Assurance & Supports views included Quality review & testing stats captured
LL Report
Provide management & QA with data to improve QMS & estimating As LL-Log Analysis of Quality & Test results versus errors subsequently found
Composition
Composition
Derivation
Derivation
Lessons Learned -Log, Quality Log End Stage Reports All stats and management controls examined Detailed effort for each product analysed Estimating methods covered
Quality Criteria
Quality Criteria
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PMBOK
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The learning gained from the process of performing the project. The learning gained from the process of performing the project. Lessons learned may be identified at any point. Lessons learned may be identified at any point. The causes of variance, the reasoning behind the corrective actions chosen, and The causes of variance, the reasoning behind the corrective actions chosen, and other types of lessons learned should be documented so that they become part other types of lessons learned should be documented so that they become part of the historical database of both this project and other projects of the of the historical database of both this project and other projects of the organisation. organisation. The database is also the basis for knowledge management The database is also the basis for knowledge management
LL are compiled & archived in 10.4 Administrative Closure
4.3 Integrated change control, 5.5 Scope change control, 6.5 Schedule control, 7.4 Cost control, 11.1 Risk management planning, 11.2 Risk Identification, 11.6 Risk monitoring and control
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A Guide to the Project Management Body of Knowledge; Project Management Institute 2000 ISBN 1-88000410-23-
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Active Testing
Learning Cycle
Reflection
Abstract Concept-Making
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Learning
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Creating new knowledge through lessons learnt Requires time and opportunity
Observing what happened Watch tacit knowledge in action Reflecting on it Translate to explicit Drawing conclusions Merge / transform current explicit Producing learnable lessons Convey explicit Consolidate to future practice Translate to implicit
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Project management, sales, marketing HR specialists, counsellors, in the arts 36 Intuition & action-oriented Good imaginative ability Doing things carrying out plans, taking risks View experience from many different angles Adapt to circumstances to get things done Observing and reflecting creatively Technical or practical background Imaginative and emotional, they like people Licensed for individual use without fee. A commercial license (License@logicalmodel.net) removes this note: Please report unlicensed commercial use & share in fees levied Comfortable with people Learn by gathering information from many sources and May show impatience using their imagination to solve problems Lean by experiment, doing, & talking with peers Drop theory or plan when it no longer fits Action the facts Action
Learning Types
Accommodators
Hands on experience
Diverges
Active Testing
Learning Styles
Abstract ConceptMaking
Reflection
Observation Observation
Assimilators
Analysis Analysis
Applied scientists, engineers and lawyers Practical application of ideas Abstract conceptualisation & active experimentation Relatively narrow interests. Learn from technical papers, reports 57 07 casestudies Ltd Logical Model Ltd 0845 2 57 and Logical Model (e.g., case law) Researchers, mathematicians & planners Inductive reasoning, assimilate many different observations into a rational explanation Prefer abstract concepts to people Validity of the theory may be more important than application (c) Logical Model Ltd 2004, 2005, 2007, 2008 Simon@LogicalModel.Net Learn from lectures, theoretical texts and thinking problems through alone
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LfE techniques
Learning Histories
Compile the history from all perspective Narrate the timeline to the participant Invite contributions to elaborate, challenge, explain, complain
Camp-fire stories
A wise old grey-head relates an allegorical tale for discussion Alternatively listens to the teams tale and facilitates exploration Needs a comfortable, often social, context
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Examine experiences that worked / failed for parallels and differences between context, conditions, consequences Use a cross functional group to discuss topics that are completely alien to some group members
Explores parallels & differences in approach, perception, problem-view & solutions
LfE techniques
Tourist trips
Similar to the above Visit a work area that is unfamiliar: diverse environments have similar problems and vice-versa
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LfE techniques
Networking
Classic know a man who can approach to seeking assistance
Peer Assist
Unfettered access (eg via intranets) to a pool of experts Hierarchy of experts to help experts to grow the expertise pool
Experience Library
Records of explicit knowledge gathered from lessons learned
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What are some of the root-causes for the fact that we just do not do learn (apply) lessons ?
Best most organisations manage is to capture them for a new round of dust gathering
Gap
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Education is what remains after one has forgotten what one has learned in school - Einstein
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Costs
Shift of focus: tacit understanding of benefits from reflection & sharing Sponsorship, time, communications infrastructure Loss of personal leverage for the intuitive high performers
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Quick Wins
Restrict negative LL to the top 1% of problems Capture output of Lessons Learned process into
Reward & recognition procedures Templates & Standards Maturity models
Mid-term Wins
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MacGregor
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Theory Y
People will commit to mutually beneficial goals To the extent that they see a WIIFM
Involvement with decisions Recognition for doing a good job Access to sufficient information to do the job well Active encouragement to be creative and use initiative Support from the staff functions Overall satisfaction with the company
Implementation issues
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Implementation Issues
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What do you foresee as obstacles to improving the learning from experience processes you use ? What actions are required to overcome each of them ?
Are any intractable?
Actions
Who needs to take it ? What do they need to do ? Will they feel that they want to ? WIIFT ? What do you need to do ? When ? How will you and how will we know when it is started & finished ?
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Future Wins
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Future Wins
Contacts
Simon Harris simon@logicalmodel.net
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Feedback
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Having experienced the event you are now well placed to help us learn from experience! Please give us feedback Please provide on the post-it notes.
Three words or phrases that express your reaction to the event A message to future attendees One thing that was really great (& if there was nothing then say so) One improvement: Rule is that you must make a suggestion that will improve some aspect of the event next time around
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A man who reviews the old so as to find the new is qualified to teach others Confucius 551-479BC
47 Logical Model Ltd are specialists in project management knowledge transfer to your people
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Continued
Dimension Four Benefits Realisation Method training and consultancy PRINCE2 Exam preparation & PRINCE2 use in the real-world Implementing IT Governance using the CobiT Framework Implementing Benefits Realisation & Lessons Learned processes
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The slides in this .pdf are static but almost every slide of the PowerPoint is animated
The PowerPoint is available for a very modest fee see website for details www.logicalmodel.net
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Continued
Board briefings on project control & governance Implementing IT Governance using the CobiT Framework Implementing Benefits Realisation & Lessons Learned processes Project Risk and Quality Management Using Earned Value Analysis
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