SharePoint 2013 User Interface and Design Improvements - Webinar from Atidan
How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork
Transcript of How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork
![Page 1: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/1.jpg)
How to Set
Up a Program
Portfolio for
an Executive
Team in
SharePoint
David J. Rosenthal
President & CEO
Your Presenter:
We will be starting at 11am PT / 2pm ET
Twitter Chat: #ProgramPortfolio
![Page 2: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/2.jpg)
Logistics for Today’s Webcast • Use your computer or any voice line for WebEx Audio
• Select ‘I will call in’ for USA and Global numbers
• Questions and Answers• Impractical to take questions on the phone throughout -
sorry!• Your phone has already been put on mute for now to avoid
accidental background noise
• We will answer questions at the end as follows:• WebEx – Chat panel
• After the webcast - extra questions to [email protected]
• Remember to go to the “full screen” – pull down menu on top right, select ‘View’ and ‘Full Screen’
![Page 3: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/3.jpg)
2. Program/Department level Dashboards
Today:
3. Organization-wide Dashboards including Exception Reporting
5. Automated Reporting
1. Project Management Office Overview
4. Key Performance Indicators and Metrics
![Page 4: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/4.jpg)
1. Project Management Office Overview
![Page 5: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/5.jpg)
PMO
Overview
Provide a
Summary of
the most
important
information
first
Use
Charting
and other
graphical
indicators
Add easy to
find links to
connect to
other
dashboards
Always ask
for
feedback
and ideas
![Page 6: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/6.jpg)
PMO Overview
![Page 7: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/7.jpg)
2. Program/Department level
Dashboards
![Page 8: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/8.jpg)
Program/
Department
Level
Dashboards
Be Program/Department specific - roll
up a series of related projects
Provide timelines for both the projects
and the overall program
Provide links to more dashboards
1.
2.
3.
![Page 9: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/9.jpg)
Program/Department Level Dashboards
![Page 10: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/10.jpg)
3. Organization-wide Dashboards
including Exception Reporting
![Page 11: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/11.jpg)
Organization
- wide
Dashboards
Target the most important data
to report
Provide Summaries of Programs
and Departments
1.
2.
![Page 12: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/12.jpg)
Organization-wide Dashboards
![Page 13: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/13.jpg)
4. Key Performance Indicators and Metrics
![Page 14: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/14.jpg)
Key
Performance
Indicators
Identify the Metrics or KPIs that you want to
measure as the success criteria for your projects
Start small with one or two KPIs
(Health & Schedule)
Add more as your Project
Management processes evolve
Deploy scorecards to give visibility of
metrics history.
1.
2.
3.
4.
![Page 15: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/15.jpg)
Key Performance Indicators
![Page 16: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/16.jpg)
5. Automated Reporting
![Page 17: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/17.jpg)
Automated
Reporting
Start with a
single report
Select a report
that requires
additional visibility
Select the
audience for this
report
Decide the
frequency it
should be sent
![Page 18: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/18.jpg)
Automated Reporting
![Page 19: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/19.jpg)
SharePoint
Solution
Project and
Portfolio
Management
Delivers
Immediate
Visibility &
Control
Flexible to
Evolve and
Mature as
Needed
What is BrightWork?
![Page 20: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/20.jpg)
The BrightWork Approach
![Page 21: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/21.jpg)
Demo Time!
![Page 22: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/22.jpg)
Free Resources and Free Advice
![Page 23: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/23.jpg)
Thank You For Attending!
Want to learn more about how to
Set Up a Program Portfolio for an
Executive Team in SharePoint?
1-215-825-5045 x5001
Check out www.atidan.com and
www.BrightWork.com to get a
Free Trial and Training!
![Page 24: How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork](https://reader034.fdocuments.us/reader034/viewer/2022051516/55d5461cbb61ebbb698b4586/html5/thumbnails/24.jpg)
Please use the Chat Pane in Webex to Ask Questions!
ASK QUESTION NOW!