Amplifying Value Delivery
An Agile Transformation at a Leading Credit Union
A top-performing credit union found themselves at an inflection point common to successful, growing organizations. Their Project Management Office (PMO) had historically delivered strong results, but as the organization expanded, it had become more challenging to keep pace with a growing list of strategic initiatives.
High-priority enterprise initiatives were stretching resources thin. Business stakeholders wanted better visibility into project status and priorities. Also, the involvement of many at varying stages was causing tension. Recognizing these opportunities for enhancement, they sought to evolve their project delivery approach to better serve their membership and business needs.
Understanding The challenge
Scaling Enterprise Agility to Keep Pace with Strategic Demands
Through comprehensive discovery, including over 80 stakeholder surveys and 25 interviews, we identified several areas where enhanced project management practices could add value:
- IT teams had embraced Agile methods while business units relied on traditional approaches, creating natural coordination challenges
- Limited visibility into project priorities was making it difficult to balance resources between large enterprise initiatives and smaller strategic projects
- Business stakeholders needed clearer insight into project progress and delivery timelines to support decision-making
- Extended project timelines sometimes meant requirements became outdated before delivery
- There was no buy-in or consistency in the process for engaging and ensuring the participation of administrative support areas and ancillary stakeholders
THe persimmon approach
Designing a Value-Driven Framework for Rapid, High-Quality Delivery
Rather than implementing an off-the-shelf solution, we collaborated with the credit union to design an approach that built on their strengths. Key elements included:
Value Stream Organization
We helped transition from project-based thinking to value stream thinking, organizing work around key business areas with dedicated teams to deliver the stream’s most important initiatives. This shift improved delivery speed and responsiveness to changing priorities while maintaining high quality standards.
Enhanced Business Partnership
The PMO was rebranded as a Value Delivery Office (VDO) that could support both agile value stream teams and some traditional projects. The VDO was situated under the COO, strengthening the connection between business strategy and execution. Business units gained more input into priorities while IT provided expertise on technical feasibility and approach.
Dedicated Teams
We established stable, cross-functional teams assigned to specific value streams. These teams included both business and IT resources, allowing them to build deep expertise in their areas and make faster, more informed decisions.
results & impact
Accelerating Speed-to-Value and Boosting Cross-Functional Alignment
In just 12 weeks, the credit union experienced tangible improvements in how they delivered value to their members. By shifting from a project-based approach to value stream thinking, they accelerated feature delivery, improved visibility into priorities, and strengthened collaboration between IT and business teams. With clearer ownership and more efficient workflows, teams reduced context switching and stayed focused on the most critical initiatives. As one team member put it, “Now when we are working on something, we know for sure it is what the business thinks is most valuable.” This transformation positioned the credit union to scale its strategic initiatives with greater speed, clarity, and impact.
The Persimmon Difference
A Transformation Built to Last
At Persimmon, we believe that successful transformation isn’t about adopting the latest methodology—it’s about designing an approach that truly fits your organization’s culture, goals, and ways of working. We don’t push one-size-fits-all frameworks. Instead, we work alongside our clients to create practical, high-impact solutions that drive measurable results.
For this credit union, that meant evolving their PMO into a Value Delivery Office that aligned business and IT teams, streamlined decision-making, and improved project prioritization. By focusing on value streams and integrated teams, we helped them break down silos and accelerate delivery—without sacrificing strategic oversight.
Our expertise lies in bridging the gap between strategy and execution, ensuring that every project delivers real, lasting value. That’s why organizations trust Persimmon to transform the way they plan, prioritize, and execute their most important initiatives.
Looking to amplify value delivery like this leading credit union?
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