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Project Portfolio Management.ppt

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Project Portfolio Management.ppt

  1. 1. Project & Portfolio Management (PPM) Solution Planning: Kick-off / Agenda Software Assurance Planning Services 2
  2. 2. • To be completed by partner • Facilitate workshops and knowledge transfer to capture customer business objectives, and produce guidance towards: • Prioritization of customer needs. • Effective implementation and adoption path based on needs. • Corresponding configuration of Microsoft’s PPM offering. Engagement Goals 3
  3. 3. 5-Day Agenda Planning, Design, and Proof of Concept 4
  4. 4. Day 1 Agenda – Business objectives alignment Envisioning, Planning and Design 5 Time Topic Description Target Audience 9:00 AM Intro/Kick-off Review DPS agenda and goals Business, PMO, IT 9:30 AM Key business objectives Key stakeholders involved to provide a dialogue of their business objectives for the PPM Business, PMO, IT 10:30 AM Break 10:45 AM PPM Presentation and Overview Presentation (.PPT) of Microsoft’s PPM solution Business, PMO, IT 12:00 PM Lunch 1:00 PM Deep dive discussion and PPM solution walkthrough Demonstration focused on processes and solution modules which best address customer business objectives. Business, PMO, IT 2:30 PM Break 2:45 PM Deep dive discussion - continued Business, PMO, IT 4:00 PM Review/Next Steps Agenda setting and focus area decisions Business, PMO, IT 4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation: • Key business objectives • Challenges, concerns, and expectations Partner
  5. 5. Day 2 Agenda – Technology Decisions Envisioning, Planning and Design 6 Time Topic Description Target Audience 9:00 AM Review and Agenda Confirmation Review DPS agenda and goals IT, PMO, Business 9:30 AM PPM: Server/O365 Delta: Customer infrastructure needs and policies Discussion of the customer’s specific infrastructure, policies, toolsets in use, etc. IT, PMO, Business 10:30 AM Break 10:45 AM PPM configuration: Authentication, Security, LOB System Integration, Customization, etc. Discussion on IT needs to support business objectives. Optional discussion on differences between Project Server and Project Online. IT, PMO 12:00 PM Lunch 1:00 PM PPM configuration - Continued Continued IT, PMO 2:30 PM Break 2:45 PM PPM configuration - Continued On premises architecture planning (if required) IT, PMO 4:00 PM Review/Next Steps Summary and consent IT, PMO, Business 4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation Partner
  6. 6. Day 3 Agenda – Strategy Alignment Envisioning, Planning and Design 7 Time Topic Description Target Audience 9:00 AM Review and Agenda Confirmation Review DPS agenda and goals Business, PMO 9:30 AM Portfolio Demand Management Strategic Alignment and Portfolio management Business, PMO 10:30 AM Break 10:45 AM Portfolio Demand Management - continued Project intake, workflows, templates, PDPs Business, PMO 12:00 PM Lunch 1:00 PM Reporting and BI Reporting for PMs, PMOs, RMs, Executives Business, PMO 2:30 PM Break 2:45 PM Reporting and BI - Continued Reporting for PMs, PMOs, RMs, Executives Business, PMO 4:00 PM Review/Next Steps Business, PMO 4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation Partner
  7. 7. Day 4 Agenda – Reporting and BI Envisioning, Planning and Design 8 Time Topic Description Target Audience 9:00 AM Review and Agenda Confirmation Review DPS agenda and goals Business, PMO 9:30 AM Enterprise Project Management Project planning and scheduling, views, KPIs Business, PMO 10:30 AM Break 10:45 AM Enterprise Project Management – continued Project planning and scheduling, views, KPIs Business, PMO 12:00 PM Lunch 1:00 PM Resource Management Resource types, capacity, demand Business, PMO 2:30 PM Break 2:45 PM Resource Management – Continued Resource scheduling, resource plans Business, PMO 4:00 PM Review/Next Steps Business, PMO 4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation Partner
  8. 8. Day 5 Agenda – Enterprise Project and Collaboration Envisioning, Planning and Design 9 Time Topic Description Target Audience 9:00 AM Review and Agenda Confirmation Review DPS agenda and goals Business, PMO 9:30 AM Project Team Collaboration Project sites Business, PMO 10:30 AM Break 10:45 AM Project Task Statusing and Timesheets Status management, single-mode entry Business, PMO 12:00 PM Lunch 1:00 PM Deployment planning and approach Build the high level deployment plan based on business needs and adoption capabilities Business, PMO, IT 2:30 PM Break 2:45 PM Engagement Wrap-up / Parking Lot Business, PMO, IT 4:00 PM Closeout Review/Next Steps Business, PMO, IT 4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation Partner & customer’s PM/Sponsor
  9. 9. Thank you 10

Hinweis der Redaktion

  • Audience:
    Primary sponsor = All Day / Project Manager / Project Manager (rep)
    Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager
    Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc)
    PMO Director = as needed
  • Audience:
    Primary sponsor = All Day / Project Manager / Project Manager (rep)
    Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager
    Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc)
    PMO Director = as needed
  • Audience:
    Primary sponsor = All Day / Project Manager / Project Manager (rep)
    Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager
    Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc)
    PMO Director = as needed
  • Audience:
    Primary sponsor = All Day / Project Manager / Project Manager (rep)
    Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager
    Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc)
    PMO Director = as needed
  • Audience:
    Primary sponsor = All Day / Project Manager / Project Manager (rep)
    Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager
    Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc)
    PMO Director = as needed

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