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CASES FOR DISCUSSION
Case 1
Terry is a senior manager in a financial services company with more than 2,000 employees. Her responsibilities since last year include supervising a $15 million portfolio of projects focused on upgrading the company’s information management systems (including hardware, software, and personnel capabilities). The projects were approved as a bundle by the Senior Vice President in Terry’s group more than two years ago—representing a great personal and organizational victory for the Vice President Terry reports to and for the IT leader who co-sponsored the projects. More than $5 million has been spent in support of the projects to date.
Terry is a curious individual. In the course of reviewing project files and business cases for the portfolio of projects last night, she formed opinion that the project portfolio includes a tremendous amount of wasted money and resources. For instance, hardware purchases in the portfolio budget are 15% beyond any reasonable projection of demand; and specific sub-projects seem to be unrelated to the stated mission of the portfolio. Terry believes that there’s a more efficient way to spend the money and get the same or better results.
How would you help Terry think about what to do next?
Case 2
Felix is a senior project leader in a multi-business manufacturing company. An affable guy, Felix has risen in the ranks on the strength of his ability to work well with others and his meticulous organization. He is a firm believer that “confrontation is failure.” Recently, Felix was assigned to lead a minor cross-functional change initiative focused on improving customer engagement—Project Alpha. The Alpha team members include representatives from Human Resources, Sales and Marketing, Engineering, Product Development, and business leadership (one each from the 5 operating businesses in the company).

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