Session Outline

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Strategies for Successful Initiatives: How to Lead Your Organization to Achieving Great Things
with Strategies for Successful Initiatives: How to Lead Your Organization to Achieving Great Things Peter Luan

Date: March 13, 2018
Session Time: 9:00 AM - 4:00 PM

Location Information:
Springfield Country Club
400 West Sproul Rd., Springfield, PA 19064
(610) 690-7600
Session Description
In this session, participants will learn to apply time tested, best practices associated with successful initiatives or programs when they return to the workplace. This interactive session identifies the common barriers to effective initiatives and presents methods that support success. The critical role senior management plays in successful outcomes is discussed in detail. Case studies illustrating successful and failed initiatives are reviewed. Session Objectives: (1) Use best practices to get a smart start on the initiative, avoid recycle, and get alignment with stakeholders who often have competing needs; (2) Develop an effective management oversight plan to ensure prompt decision making and issue resolution; (3) Employ robust communications methods to ensure alignment among all stakeholders including management, team members, functional managers, internal customers, etc.; (4) Utilize best practices to keep the program on track and stakeholders aligned.

With over 30 years of project and risk management, organization transformation, and consulting experience, Pete Luan guides his worldwide clients into improving organization and project performance. Serving as a trusted advisor to top executives, he not only helps these companiesimprove their initiative predictability and performance, he also leads these changes to achieve those goals. He is a project management instructor for a noted firm in the E&P space. He has authored numerous SPE articles and developed courses on project/initiative management best practices. Some of his clients include Chevron, BP, Conoco Phillips, Chevron-Phillips Chemical, Talisman, Oceaneering, Maersk Oil, Marathon, Addax, Kosmos, Anadarko, Noble Energy, and TNK-BP. Prior to building his consulting business, Pete managed world leading major upstream and chemicals manufacturing projects across the globe for British Petroleum for 20 years. Before joining BP, he was a Captain in the US Army. Pete holds BS and MS degrees in Mechanical Engineering from Rice University and has completed the Executive Program at Harvard Business School.
Time Allocation - Topics

5 % Why Initiatives Fail

15 % Best Practices in ensuring your initiative succeeds

  • Single point accountability
  • Robust, empowered, multidiscipline implementation team

20% Initiative Oversight: A Key Differentiator for Success

  • Governance: an initiative manager’s best friend
  • How effective management facilitates issue management and decision making
  • Typical managaement oversight structures
  • Governanace roles and responsibilities

20% Navigating the Organizational Environment

  • Matrix organizations and how to make them work for your initiative
  • Effective partnering with functional or discipline managers
  • Managing shared resources

20% Program Initiation: Starting on the Right Foot

  • Develoing a charter that empowers the team
  • Opportunity framing, aligning early on with stakeholders, and getting a smart start

20% Managing Key Stakeholders: It’s All About the People

  • 360 degree communications model
  • Communication planning: who neds what information and when
  • Keeping management informed and on your side
  • A simple yet effective stakeholder management model
Guide to Participant Selection
1 indicates primary target audience.
2 indicates a good fit if the level of material is appropriate.
3 indicates (in the opinion of the institute and the faculty) very limited applicability.
Senior Executive
(Pres, Exec & Sr VP)
(VP & Gen'l Mgr)
Senior Managers
(Div & Reg. Mgrs)
Middle Managers
& Superintendents
Risk Identification and Reduction, Problem Identification, Selecting and Organizing Information, Analysis, Evaluating Alternative Solutions, Developing Specific Plans
Team Building, Decision Making, Direction, Quality Control, Results Analysis, Evaluation
Communication, Creativeness

Introductory    Intermediate    Advanced
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