Pmi mass bay v3
-
Upload
mike-gilronan -
Category
Technology
-
view
502 -
download
1
Transcript of Pmi mass bay v3
PMI Mass BayProfessional Development Day
Prioritization, Selection, and Collaboration: The Powerful Integration of Request Management and
Project Management Tools
Mark Hall, PMP and Mike Gilronan, PMP
About the SpeakersMark Hall
President
William George Associates
• 30 years’ experience in aviation, semiconductor, and professional services industries.
• Portfolio and project management consulting.
• Expertise: Relationship between human factors and technology implementation and adoption.
Mike Gilronan
Partner
Knowledge Management Associates
• 20 years’ experience in software and professional services industries.
• Knowledge management and information worker solutions.
• Expertise: Microsoft-based technologies that make information workers more collaborative, insightful, and productive.
(3)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
Setting the Stage – Today’s Focus
• How do we make project-driven organizations more efficient at planning and delivering projects?
• Frameworks:– PMBOK sections– Maturity Model
• Some tools:– Microsoft Office Project Server– Microsoft Office SharePoint Server– Microsoft PPM– ReQue-M™ Request Management Solution
(4)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
Setting the Stage: Today’s Scenario
• CFO is key stakeholder/requestor– Latest audit results: “You need to improve your revenue
recognition processes.”
– Needs to commission IT project to implement Rev Rec system/module.
• CIO needs to field request, prioritize relative to other ongoing and upcoming IT initiatives.
• Collaboration and visibility are key across org units.
(5)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
Project Initiation: Develop Project Charter
Inputs
• Statement of Work
• Business Case
• Contract
• Organization Process Assets
Tools & Techniques
• Expert Judgment
Outputs
• Project Charter
(6)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
Project Initiation: Develop Project Charter
Maturity Level Processes Tools
Low Not consistent, not documented
Data Formats: Word processing documents, e-mail, spreadsheets.Storage: no common repository, individual hard drives.
Medium Templates exist, but process not consistent or repeatable.
Consistently formatted documents stored in a common repository such as file shares, public folders, team sites.
High SOPs govern consistent, repeatable use of common templates.
Searchable common repository with integrated forms, templates, workflow.
(7)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
• Demonstration:
– Collaborative team workspace
– Content types and templates
– Forms and workflow
Project Initiation: Develop Project Charter
(8)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
Project Initiation: Develop Project Charter
(9)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
Project Prioritization and Selection
Inputs
• Prioritized Business Drivers
• Organizational Capability
• Organizational Capacity
• Regulatory Requirements
Tools & Techniques
• Strategy Planning
• ROI Analysis
• ReQue-M™
• Project Server
Outputs
• Portfolio of Projects
(10)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
Project Prioritization and Selection
Maturity Level Processes Tools
Low Gut, whim, informal exec-level discussions.
Data Formats: e-mail, spreadsheets.Storage: no common repository, individual hard drives.
Medium Some structure to annual planning process. Periodic portfolio review.
Spreadsheets, maybe connected, in a common repository.
High Dynamic, data-driven, and agile planning processes.
Collaborative integrated PPM tools.
(11)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
• Demonstration:
– Project Portfolio Management
– Capacity modeling
– Alignment to organizational goals and objectives
Project Prioritization and Selection
(12)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
ReQue-M™ HomePage
Site is Integrated with Project Server using a Tab Structure
12
(13)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
ReQue-M™ Request List
Requests List
13
(14)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
ReQue-M™ Request List
Requests are grouped by status
14
(15)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
ReQue-M™ New Request Page• Here You Can Enter Important Information about the Request
• Information Can Be Customized
15
(16)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
ReQue-M™ Email Workflow• New Requests are automatically routed to the user’s manager for approval
16
(17)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
Are Resources Available? Check Project Server
(18)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
ReQue-M™ Creating the Project• Once a request is approved an associated MS Project Server Enterprise Project Can
be Created…
18
(19)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
ReQue-M™ Creating the Project (Cont)• Here is the Create Project Page…
19
(20)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
ReQue-M™ Creating the Project (Cont)• And Resulting Link to the Project Workspace
20
(21)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
Manage Projects with Project Server
(22)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
Additional Resources
• Project Management and Collaboration Tools Webinar (by KMA/WGA in March): http://www.slideshare.net/kmallc/kma-insights-webinar-collaboration-in-project-driven-orgs-final
• Monthly webinars:– KMA: http://www.kma-llc.net/insights/Pages/Webinars.aspx
– WGA: [Mark to provide]
• Blog (Paul Culmsee) & Book (Dux Raymond) on SharePoint and Project Management: http://www.cleverworkarounds.com/2008/11/23/book-review-sharepoint-for-project-management/
(23)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
Thank you!
Mark HallWilliam George Associates, [email protected]: @mchall_williamg
Mike GilronanKnowledge Management Associates, [email protected]: http://kmamikegil-blog.kma-llc.net/Twitter: @mikegil
(24)Copyright 2010 © Knowledge Management Associates, LLC and William George Associates, Ltd.
All rights reserved.
Flickr Photo Credits
• Flickr photo “1906 - Proclamation by the Mayor of San Francisco” by Mat Honan athttp://www.flickr.com/photos/honan/122761749/
• Flickr photo “checklist2” by alancleaver2000 at http://www.flickr.com/photos/alancleaver/4439276736/sizes/o/