Unlock the Mystery of Effective
Strategic Planning
You’re facing increasing global competition. And changing
business models, such as lower-cost cloud options, enable
more competitors to join the fray faster than ever.
Your response? Consistently select the right projects and
bring in-demand products and services to market quickly.
But the evidence often tells a different story:
Exhibit A:*
Exhibit C:*
Exhibit B:*
The process used to
select projects lacks
objectivity or is not
subject to a full review.
Manual, siloed processes for
planning and tracking limit
visibility, causing delays and
higher costs.
Needed changes to
approved projects are
happening too slowly.
28.2%
of
Only
changes are made quickly after
being identified.
28.5%
of projects
selected are based on C-level
executive or department head
preference.
13.4%
>50%
of responses
are slowed down by the need
to approve the change.
of organizations rely
on informal, ad-hoc portfolio and
project management (PPM) processes.
If you suspect your approach to PPM has similar issues, how can you
shift to more effective strategic planning? Just follow the clues…
Clue 1:
78.2%
It needs to be perpetual.
review annual plans
every year.
Most companies know it’s important to engage in annual
planning, but some still review strategic plans every two to
three, or even every four to five, years.*
8.4%
kept the
same annual planning approach
over the last five years.
With perpetual planning, you can embed strategic planning
into your daily activities to achieve better results as you
work toward longer-term plans.
Tip
2008
Use perpetual planning to build a strategic playbook that helps you dynamically
monitor performance and adjust project plans to improve execution.
Clue 2:
It needs to align with
and link execution to
organizational goals.
You’ll get the best return when your investments
map to organizational goals. That’s why many
organizations are taking a more strategic
approach to PPM.*
Tip
4
+
44.5%
=
review business cases against
organizational goals and objectives,
with the best candidates approved.
52.2%
of these respondents changed to
this approach within the last three years.
Promote successful project outcomes by ensuring that project approval criteria
aligns with both overall organizational and departmental objectives.
19.8%
Clue 3:
It needs to help you better
collaborate and communicate.
understand strategic
goals, next year’s
priorities and the project
selection process.
Well-informed upstream and downstream employees can
team more effectively to support annual plan execution.
We’ve witnessed progress in this area, but there’s still room
for improvement.*
Tip
45.9%
have limited to
no knowledge of annual priorities.
Enhance two-way communication and maintain project momentum through tools
and technologies that allow team members to work together at any time or place.
Clue 4:
It needs to help you adapt.
1 in 6
Survey participants have testified that their projects are
frequently in flux, making flexible strategic planning
essential to PPM success.*
73%
Tip
said that more than
50% of their projects were subjected to
a significant change during the year.
feel that their organization needs to further change its high-level
planning and management approach to better support PPM.
Achieve higher PPM maturity by adopting best practices that help you move from
ad-hoc and reactive planning to a more responsive and strategic approach to change.
Mystery Solved:
CA Executive Playbook and CA PPM
The CA Executive Playbook and CA PPM provide best practices and important capabilities
for more effective strategic investment management and PPM, helping you to:
• Incorporate demand, capacity and business
technology into a perpetual planning lifecycle
• Collaboratively create dynamic business
plans, so that investments can be evaluated
and measured for optimal outcomes
• Better understand the relationships and
impacts among vision, goals, objectives,
initiatives and investments
E
CAS D
E
S
O
CL
• Easily adjust above-the-line plans and
streamline communication for
below-the-line execution
• Work more productively leveraging
cloud and mobile technologies
• Improve business results by focusing
on your most important initiatives
Investigate the Possibilities
Learn how CA Executive Playbook and CA PPM can help your organization close
the case on PPM inefficiencies and bolster strategic planning at: ca.com/playbook
* “Statistics are based on a CA Technologies Inc. sponsored survey, “Top-down Planning and Bottom-up Execution –
Harmony and Discord?,” conducted by Projectmanagement.com (January 2014).
© 2014 CA. All rights reserved. This presentation is provided for information purposes only and does not form any type of warranty.