WS1 – PMO & Strategy�Project Charter & Governance

1. Define and own project goals (Target state)
2. Ensure project team staff is available for project work
3. Review and signoff at checkpoints (go/no-go decisions)
4. Resolve issues involving cross departmental disputes

1. Configure Presto with the relevant process information
2. Use Presto’s PMO features to structure & support EMCOR’s strategic 2024 initiatives
3. Leverage & enhance Presto’s KPI reporting module to automate the Site Governance Process
4. Use Presto Issue Manager for the daily capture & resolution of operational issues
5. Communicate to & coach the Core and Extended team
6. Report into Executive Steering Committee when needed

1. Support core team with relevant process, KPI, project & issue information: documents, templates, SOPs, etc..
2. Provide feedback to core team on issues regarding: � 1) current processes and or supporting media � 2) impact of any process changes made
3. Participate task management activities via the receipt & response to Presto push-generated e-mails

1. Provide quality documentation & project administration
2. Assist the Core team with metrics and analysis
3. Maximise the Presto user experience for users identifying product enhancement & customisation opportunities

Workstream

Core objectives

Key Roles

high

med

med

med

low

high

low

high

high

high

med

med

high

low

technical

technical

2

low

1-2 hours per week

2-4 hours per month

med

3-6 hours per week

Troy, Jack,

David

Chris, Andrew

David

Rebecca

Chris

​

Andrew (ad hoc)

SLT

Andrew

Irwin

Chris (ad hoc)

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Executive leaders of the organization who define success criteria according to their needs and make all go or no-go decisions

EMCOR persons assigned to use the Presto P-D-C-A software to achieve target state in six months & their Presto coaches.�Weekly coaching provides clarity on the tasks of the project as well as ‘check-in’ to maintain focus on priorities.

Subject matter experts (SMEs) (e.g. EMCOR staff) in training to be the next generation of Presto users. They are responsible to support the Core Team in key moments and feed key information into the system either as users or verbally

The PMO Administrator and development team engaged in daily quality reporting, the security and functionality of Presto software

We will use a 4-tier Governance Program with a monthly Steering Committee meeting for all Go/No-Go decisions

Executive

Steering

Committee

Core

Team

Extended Team

PMO & Tech Sup

WS1 – PMO Strategy

OBJECTIVES

• Incorporate all account strategic objectives, initiatives, and projects into Presto, enabling governance and management of strategic project delivery

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• Set-up of a standard project delivery framework for strategic project delivery using the PDCA framework, identifying standard tasks for all projects at the plan, check, and act phases

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• Support an account PMO structure to govern and drive delivery, and to enable weekly and monthly SLT reviews of progress

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• Enable progress reporting of GSK-important projects and initiatives i.e. Ian Pegg objectives

CORE PRINCIPLES

1. Senior management is present
2. Project ongoing results shared with client (GSK)
3. Target solution increases operational efficiency
4. Minimise extra work and limit disruption
5. Brings value to EMCOR customers
6. Solution improves staff job quality
7. All critical data exportable / cancel anytime

DEPENDENCIES

1. Unnecessary confusion created during the implementation phase on customers and/or staff

PROJECT CHARTER

Key Metrics (KPIs)

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CW, Dave, RCD

SLT

AL

1. Support from Senior Management
2. Full commitment and availability from all project participants (e.g. staff)

Risks & constraints

# of e-mails pushed/day, license daily usage, # of users trained, # of modules being used, # of tasks opened & closed per week, # of KPIs reported, # of mgmt reports delivered to Sr. mgmt

ongoing

ongoing

ongoing

ongoing

ongoing

Invoice 1

Invoice 2

Invoice 3

Project Milestone

Steering Meeting

Risk of delay

15-Aug-2024

We are delighted to

working with you in bringing operational excellence discipline to your company

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The PRESTO P-D-C-A test pilot is conducted in 5 phases to allow you maximum control and confidence throughout the entire go / no-go decision making process

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​

Welcome!

phase

01

PROJECT

SETUP

(define your team, milestones and core support information)

phase

02

CURRENT STATE ASSESSMENT &

DATA LOAD

INTO PRESTO P-D-C-A

(the ‘heavy lifting’)

phase 03

TARGET STATE

DESIGN ARCHITECTURE

(identify target user group, usage frequency, reporting gaps (if any) and customization opportunities)

phase

05

SUSTAIN / BAU

(Off on your own. call us if you need us)

phase 04

LEARN-BY-DOING

IMPLEMENTATION

(partner with your trainer until you feel ready-to-go)

Key decisions & milestones

Identify in-scope business

Agree core participants

Identify & agree deliverables

Agree estimated $avings

Go /

No-go

Load initial information in PRESTO

Validate reporting

Agree target users & frequency

Finalise historical data load

Train extended user group

YES

NO

1

Project setup

2

Current State Assessment

3

Target state design architecture

4

Implementation & training

5

Business-as-usual

Reporting gaps ?

No

Resolve reporting gaps

YES

Agree long-term support model

Business as usual

Ready to spread our wings?

YES

Activity roadmap

5 days

Key Success Metrics

Represents the key metrics that will be reported on a set schedule to the Steering Committee and Core Team