Customer Story - Project Execution Process
A national trade association for credit unions in the United States needed support and guidance to improve their project and initiative processes. The lack of visibility into what was being worked on around the company caused major challenges for this remote workforce. This effort was taken on with the goal of gaining alignment across the organization.
Call for Help:
- External resources were needed to conduct a comprehensive review of the current state of project execution.
- Team members weren’t aware of key projects, associated timelines, and assigned tasks.
- Team members also lacked project management experience as that capability is only one component of their job.
- Prioritization and accountability was lacking among staff causing rework and inefficiencies.
Farwell Advisor Support:
- The FarWell advisor conducted discovery sessions to understand and document the current state of project execution and collaboration throughout the organization.
- The advisor designed future state processes; including process flows, procedure documentation, standardized tools and templates. Additionally, roles and responsibilities around each process were defined.
- The advisor created structure and cadence for regular project team meetings including status reviews, issue resolution and next steps confirmation.
- By leveraging the technology available, the advisor-built dashboard reports, project plans, and status reports for the team.
Results:
A project portfolio and execution process was implemented allowing the organization to have insight and awareness around corporate projects.
- All projects and key initiatives flow through the newly developed project execution process.
- The client was able to adjust the organizational structure, creating additional capacity for team members.
- A new role was created for an existing team member to administer the process, tools, and technologies, to ensure sustainability.
