Level 4 Engagement and Delivery Management Dimension

Engagement and Delivery Dimension – Level 4

Criteria Practitioner Evidence

4.1 Used an approved Client / Project: ????
PM methodology to Project Manager: ???
manage projects or Dates: ??? (?? months on the project)
sub-projects that Role: ??
meet the following Phase: ??
requirements:
Number of projects: The following complexity factors were associated with the ABC project:
1. ??
2
2. ??
Projects with IBM: 1
3. ??
Projects completed in 4. ??
the last three years: 1 5. ??
Duration of each
project: minimum 6 Client / Project: ????
months Project Manager: ???
Projects with 5 or Dates: ??? (?? months on the project)
more FTEs: 2 Role: ??
Stages of the project Phase: ??
lifecycle: two
Subcontractors: at The following complexity factors were associated with the ABC project:
least one 6. ??
7. ??
The total value of all 8. ??
projects managed 9. ??
10. ??
projects which total
either US$3M
ABC project
revenue or 22,000
total hours managed 1. What methodology was used? Describe and define the method if it is not part of WWPMM
during time on 2. How did you incorporate Seven Keys and WWPMM into the project?
project(s) 3. What were the projects that you managed that met the specific project metric requirements?
3a. How many people reported directly to you on the project?
3b. For what length of time did they report to you?
4. What project deliverables were you responsible for?
5. What were the stages of the project lifecycle?

XYZ project

1. What methodology was used? Describe and define the method if it is not part of WWPMM
2. How did you incorporate Seven Keys and WWPMM into the project?
3. What were the projects that you managed that met the specific project metric requirements?
3a. How many people reported directly to you on the project?
3b. For what length of time did they report to you?
4. What project deliverables were you responsible for?
5. What were the stages of the project lifecycle?

4.2 Contributed to the ABC project

development of a
SOW as part of a 1. What was your role in developing the SOW?
proposal effort 2. What issues arose during the development of the SOW? How did you resolve them?

XYZ project

1. What was your role in developing the SOW?

2. What issues arose during the development of the SOW? How did you resolve them?

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4.3 Developed ABC project
staffing budgets and
used IBM's financial 1. What was your role in developing staffing budgets? If you joined the project after it
systems and methods commenced, did you validate the staffing budgets?
to manage project 2. How did you track hours against the budget? What corrective action did you take to ensure
costs and deliver the the project was delivered on budget?
project or sub-project 3. What financial systems and methods did you use to manage the project costs?
4. Did you have to re-negotiate the initial estimated cost and plan? What was the process and
as per the estimated
outcome?
cost and plan
5. What actions did you take to ensure the project/sub-project was delivered as per the
estimated or revised cost plan?

XYZ project

1. What was your role in developing staffing budgets? If you joined the project after it
commenced, did you validate the staffing budgets?
2. How did you track hours against the budget? What corrective action did you take to ensure
the project was delivered on budget?
3. What financial systems and methods did you use to manage the project costs?
4. Did you have to re-negotiate the initial estimated cost and plan? What was the process and
outcome?
5. What actions did you take to ensure the project/sub-project was delivered as per the
estimated or revised cost plan?

4.4 Completed formal ABC project

and consistent
monthly status reports 1. What was your role in preparing and presenting monthly status reports?
(e.g. Seven Keys) to 2. How did you use the Seven Keys as a reporting tool?
provide assessment of 3. What process did you use to escalate issues?
project health and
status and included XYZ project
issues for escalation
1. What was your role in preparing and presenting monthly status reports?
as appropriate
2. How did you use the Seven Keys as a reporting tool?
3. What process did you use to escalate issues?

4.5 Estimated, ABC project

planned, developed,
1. What project estimating processes did you use?
tracked, forecasted
2.What was your role in developing/tracking/managing/etc you component of the project
and managed a integrated project plan?
component of an 3. What were the components you incorporated into the integrated project plan?
integrated project plan 4. If you joined the project after it commenced, what action did you take to validate the
and used a consistent integrated project plan?
change management 5. How did you work with team leaders to ensure the project plan was integrated across all
workstreams?
program to monitor
6. What change management approach did you take to monitor and revise the plan?
and revise plan as 7. What change requests did you negotiate during the course of the project?
appropriate 8. What was the impact of the change requests?
9. How did you engage the project leadership in the change requests?

XYZ project

1. What project estimating processes did you use?

2.What was your role in developing/tracking/managing/etc you component of the project
integrated project plan?
3. What were the components you incorporated into the integrated project plan?
4. If you joined the project after it commenced, what action did you take to validate the
integrated project plan?
5. How did you work with team leaders to ensure the project plan was integrated across all
workstreams?
6. What change management approach did you take to monitor and revise the plan?

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 7. What change requests did you negotiate during the course of the project?
8. What was the impact of the change requests?
9. How did you engage the project leadership in the change requests?

4.6 Developed and/or ABC project

managed project risk
1. What was your role in formal project risk and quality management activities?
management plans
2. How did you assess the risks?
and responded to 3. How did you respond to issues and risks arising from quality management reviews?
quality reviews as
appropriate XYZ project

1. What was your role in formal project risk and quality management activities?
2. How did you assess the risks?
3. How did you respond to issues and risks arising from quality management reviews?

4.7 Articulated the ABC project

project baseline and
1. Was the project scope clearly specified at the project outset?
scope, ensured that all
2. Did you refine or clarify the scope?
team members (IBM, 3. How did you articulate the scope to ensure it was understood by the entire project team?
client and 4. What scope and change management processes did you negotiate during the course of the
subcontractors) project?
understood their 5. How did you resolve issues of scope creep during the course of the project?
impact on it and
XYZ project
implemented scope
and change 1. Was the project scope clearly specified at the project outset?
management 2. Did you refine or clarify the scope?
processes to prevent 3. How did you articulate the scope to ensure it was understood by the entire project team?
occurrence of scope 4. What scope and change management processes did you negotiate during the course of the
creep project?
5. How did you resolve issues of scope creep during the course of the project?
4.8 Managed projects ABC project
that meet at least one
of the following 1. Which of the criteria applied to projects you managed? Describe each criteria as it applied
criteria for 6 months: to the project
1 - Early use of 2. What issues did the criteria raise on the project
product/technology 3. How did you resolve the issues?
within country
XYZ project
2- Direct interface
with multiple client 1. Which of the criteria applied to projects you managed? Describe each criteria as it applied
stakeholders to the project
2. What issues did the criteria raise on the project
3. How did you resolve the issues?

4.9 Reviewed ABC project

conditions of
1. Were conditions of satisfaction or project success criteria used in your projects?
satisfaction with client
2. What involvement did you have in reviewing them with the client?
or project success 3. How frequently were the reviews undertaken?
criteria with 4. What were the outcomes of the reviews?
stakeholder on an 5. What issues arose in reviewing them with the client?
ongoing basis to 6. How did you resolve the issues that arose?
ensure IBM 7. Did the client consistently fulfil their responsibilities?
8. What approach did you take if the client was not fulfilling their responsibilities? How was
consistently met these
this resolved?
conditions/criteria and
that the client was XYZ project
fulfilling their
responsibilities 1. Were conditions of satisfaction or project success criteria used in your projects?

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 2. What involvement did you have in reviewing them with the client?
3. How frequently were the reviews undertaken?
4. What were the outcomes of the reviews?
5. What issues arose in reviewing them with the client?
6. How did you resolve the issues that arose?
7. Did the client consistently fulfil their responsibilities?
8. What approach did you take if the client was not fulfilling their responsibilities? How was
this resolved?

4.10 Resolved issues ABC project

raised through formal
1. How did you identify and record issues?
issue management
2. How did you develop and evaluate options to resolve the issues?
processes 3. What formal issue management process was used?

XYZ project

1. How did you identify and record issues?

2. How did you develop and evaluate options to resolve the issues?
3. What formal issue management process was used?

4.11 Developed a ABC project

Quality Plan and
1. What Quality Plans have you developed?
managed project
2. What steps did you take to manage project quality?
quality 3. What issues arose in managing project quality?
4. How did you resolve the issues?

XYZ project

1. What Quality Plans have you developed?

2. What steps did you take to manage project quality?
3. What issues arose in managing project quality?
4. How did you resolve the issues?
4.12 Monitored, ABC project
tracked, controlled,
1. What processed did you put in place or validate and use to track status and quality of
validated and reported
deliverables from team members?
status and quality of 2. What actions did you take if there were issues with quality of timeliness of deliverables?
deliverables from 3. What role did you play in performance assessment of team members?
project team 4. What action did you take to address issues of poor performance?
members, including
subcontractors, and XYZ project
completed Project
1. What processed did you put in place or validate and use to track status and quality of
Assessments in a deliverables from team members?
timely manner 2. What actions did you take if there were issues with quality of timeliness of deliverables?
3. What role did you play in performance assessment of team members?
4. What action did you take to address issues of poor performance?

4.13 Developed, ABC project

maintained and
1. What relationships did you develop, maintain and manage with the client?
managed relationships
2. How did you ensure there was the appropriate level of client sponsorship and engagement?
throughout the 3. What did you do if there was an inadequate level of client sponsorship and engagement?
sponsor and project or 4. When have you delivered tough messages to a client? How did you manage this?
program organizations
to ensure client XYZ project
sponsorship,
1. What relationships did you develop, maintain and manage with the client?
involvement and
2. How did you ensure there was the appropriate level of client sponsorship and engagement?
commitment 3. What did you do if there was an inadequate level of client sponsorship and engagement?

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 4. When have you delivered tough messages to a client? How did you manage this?

4.14 Used internal ABC project

IBM knowledge and
1. What intellectual capital did you use on the project?
external intellectual
2. How did this enhance the management of the project?
capital to enhance
management of XYZ project
project
1. What intellectual capital did you use on the project?
2. How did this enhance the management of the project?

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