Consulting Engagements

 

Koch Business Solutions, Wichita, KS

Successfully conducted two business analysis assessments for workforce capability and organizational practice maturity for the IT organization of KBS.  The assessment used industry proven assessment methods and was based on our world-class PM Capability Models.  Deliverables included:

  • Individual PM Capability Summary Report, comparing the individual BA with other BAs in the industry working on similar assignments
  • Organizational Findings and Recommendations presentation
  • Workshop to define the roadmap to transition to a value-based PM practice

International Monetary Fund, Washington, DC

Conducted a BA Capability Assessment for the IT organization. Facilitated and consulted with the BA leaders to develop their business case for a Value-based BA Practice.

Bristol-Myers Squibb, Princeton, NJ

Conducted an individual and workforce BA Capability Assessment for the team of twenty BAs. Facilitated and consulted with the BA Director team to define their BA Practice and Engagement model and BA Practice Improvement Roadmap.

New York City Transit Authority, New York City, NY

Conducted a two-day workshop to develop the program charter and supporting information for the Asset Management Improvement Program.
ASB Bank

ASB Bank, Auckland, New Zealand

Successfully conducted a business analysis individual and workforce assessment for this New Zealand bank owned by the Commonwealth Bank of Australia.  The assessment used industry proven assessment methods and was based on our BA Individual and Workforce Capability Model, which is consistent with the IIBA® Competency Model 3.0.  Results included:

  • Individual BA Capability Summary Report, comparing the individual BA with other BAs in the industry working on similar assignments
  • Individual BA proposed Professional Development Plan to close competency gaps
  • Organizational Findings and Recommendations presentation

 

 

 

 

 

 

New Zealand Ministry of Education Business Analysis Maturity Assessment, Wellington, NZ

Successfully conducted a formal business analysis organizational maturity assessment for the Ministry IT group.  The assessment used industry proven assessment methods and our organizational capability maturity reference model, which is consistent with the IIBA® BABOK® version 2.0.  Results included:

  • Organizational Maturity Data Summary Report
  • Organizational Maturity Findings and Recommendations Report and presentation
  • Roadmap and Action Plan designed to close the gaps for level two maturity, and to implement key level 3 capabilities and competencies
Sun Life Financial

Sun Life Financial Business Analysis Workforce Capability Assessment, Boston, MA and Shannon, Ireland

Conducted an assessment of the BA workforce capabilities of the IT organizations located in Boston, Ireland, and India.  Delivered the keynote address at the BA Summits conducted for the BA community, one in Boston and one in Ireland.

Manheim, wholly owned subsidiary of Cox Enterprises, Inc PM and BA Assessments, Atlanta, GA

Conducted an assessment of the PM and BA capabilities of the Manheim IT organizations.  As a result of the qualitative and quantified assessment of competencies:

  • Developed a 2-year BA/PM Professional Development Program
  • Implemented an Enterprise Center of Excellence to Steer the Course
  • Provided ongoing mentoring and support services to implement the program

 

MassMutual Financial Group, IT Strategy and Operations, Springfield, MA

This engagement involved facilitated workshops for the IT teams of business analysts and project managers.  In addition, provide ongoing virtual and on-site consulting to the IT management team.  Workshops topics included:

  • Communicating Strategically

Developed executive stakeholder analysis, executive messaging, and problem analysis, and alternative analysis capabilities to improve communications and issue resolutions at executive steering committee meetings

  • Finally Getting it Right: Complex Project Management, a New Model

Diagnosed the complexity profile of complex projects, determined the complexity dimensions that are present on critical projects, and determined management approaches to manage the complexities

 

 

 

 

 

West Bend Mutual Insurance Company, Organizational Assessment Services, West Bend, WI

Successfully conducted two formal business analysis assessments: (1) organizational maturity and (2) individual competency for three departments within the 1200-person IT group.  The assessments used industry proven assessment methods and our newly developed organizational capability maturity model and individual competency model based the newly released IIBA® BABOK® version 2.0.  Results included:

  • Organizational Maturity Data Summary Report
  • Organizational Maturity Findings and Recommendations Report
  • Individual Competency Data Summary reports for each business analysis and summarized for the three groups, and for the entire team of business analysts
  • Professional Development plans for each business analysis based on their assessment results
  • Roadmap and Action Plan designed to close the gaps for level two maturity, and to implement key level 3 capabilities and competencies

JM Family Enterprises

 

 

 

 

 

JM Family Enterprises, Inc., Boca Raton, FL

Conducted an assessment of Business Analyst competencies for the BA workforce.  Analyzed the results of the assessment and prepared a 2-year improvement plan.  The assessment used industry proven assessment methods.  Results included:

  • Individual Competency Data Summary reports for each business analysis and summarized for the three groups, and for the entire team of business analysts
  • Professional Development plans for each business analysis based on their assessment results
  • Roadmap and Action Plan designed to close the competency gaps and to implement mature capabilities and competencies

Toyota

 

 

 

 

 

 

 

 

 

 

 

 

 

Toyota Financial Services and Toyota Motor Sales, Project Maturity Program, Torrance, CA

Successfully managed this strategic consulting engagement to provide high-quality project management leadership through executive coaching, facilitated planning and PM mentoring services.  Using a multi-dimensional approach, Ms. Hass first conducted a Project Management Maturity Assessment and a complete Portfolio Audit.  The assessment was followed by detailed planning sessions to launch the Project Success Improvement Program.  The improvement program consisted of multiple projects targeted to improve project performance and achieve Project Management Maturity Level 3 including:

  • Project audit and rescue of a critical strategic project
  • Facilitated project initiation workshops to ensure a strong start for new projects or new   phases of existing projects
  • Implementation of a formal Project Manager Mentoring Program
  • Implementation of Project Management best practices
  • Delivery of project management training
  • Strengthening of the Executive Sponsorship and Portfolio Management Process
  • Supplying Professional Project Managers to lead projects to augment the internal project management staff
     
    As Executive Coach, Ms. Hass provided leadership and guidance to the executive team throughout the improvement initiatives.  This enterprise endeavor enabled Toyota to successfully deliver critical technology projects to support critical business strategy.

 

 

 

 

 

Confidential Government Agency, Professional Project Manager Certification Program, Washington, DC

Managed this two-year project to build a four-tiered Professional Project Manager Certification (PPMC) program consisting of both project management and system engineering courses.  The Management Concepts PPMC team was comprised of instructional designers, course developers and test developers who worked with a professional test develop company.   When the program went into production in late 2004, the courses were in high demand, most filled to capacity and with waiting lists.   To help implement practices learned in the classroom, Ms. Hass and her consulting team are providing mentoring, facilitated planning sessions and customized workshops.

 

Colorado Springs Utilities

Colorado Springs Utilities, Using Maturity Assessments to Unleash Organization Capabilities, Colorado Springs, CO

Lead assessor for the organizational maturity assessment conducted for Colorado Springs Utilities.  After a three-year quest to implement project management practices, the assessment was intended to advance the organization to one capable of delivering projects flawlessly.  The assessment team consisted of three senior consultants who reviewed project management practices across the organization.  The approach to conducting the assessment was multi-dimensional and included interviews with members of the management team, selection of projects to serve as a basis for the assessment, administration of surveys to project managers, individual interviews with project managers and facilitated focus group sessions.  The assessment team also reviewed project artifacts to substantiate the findings and recommendations.  Results were analyzed, scores compared, and the information was distilled by the assessment team to prepare high-impact, measurable recommendations to sustain the momentum of project management improvements. 

Created the CompassPM™ Capability Maturity Model (CompassPM™ CMM) for use by assessment teams.  The model served the basis of project management improvement strategy for the utility.  The model describes the key elements of a fully effective project management environment.  These elements were used for benchmarking and evaluation.  Considering the presence or absence of these elements, the assessment team determined a ranking of one to five for the maturity of project management processes at Colorado Springs Utilities.  The established ranking scale provides plateaus for the purpose of continuous improvement of project delivery capability.  The assessment team presented an eight-point action plan designed to achieve the next level of maturity.

Agencies within the Federal Government: Executive Seminars and Facilitated Workshops, Washington, DC

Conducted executive seminars and follow-on executive coaching to the Risk Management Agency Program Support Team at USDA and the USGS IT management team.  Conduction facilitated planning and risk management workshops for the National Archives and Records Administration technology transformation initiative.

SALT LAKE 2002

Salt Lake Organizing Committee for the 2002 Olympic Winter Games, Consulting Services, Salt Lake City, UT

Led Risk Management, Program Planning and Team Building workshops for the SLOC Information Systems and Telecommunications teams.  Provided Project Management training and mentoring to the technology management and project teams.