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PMO 365 – The Many Faces of Project
Management in Office 365
HANIEL
CROITORU
I’m passionate about technology, and I work at .
LEAD CONSULTANT | PMP, PMI-ACP | SPEAKER
The goal is to give an overview on how Office 365 can help you with your tasks
Paving the
Way
When to use
What
Identifying the
Need
What frustrates you most with the work you do?
Paving the
Way
When to use
What
Identifying the
Need
80% of PM’s time is typically spent communicating
Communication
• Medium
• Frequency
• Audience
• Triggers
Paving the
Way
When to use
What
Identifying the
Need
Communication
Project Plan
Status
Reports
Risk & Issue
Log
Meeting
Minutes
Action Items
Decision Log
Change
Request Log
Office 365 continues to evolve
Office 365 family of Apps
• Outlook
• Office Suite
• Yammer
• OneDrive for Business
• SharePoint
• Delve & Graph
• Skype for Business
• OneNote
• Groups
• Planner
• Project Online
• Video Portal
• Sway
• Power BI
Paving the
Way
When to use
What
Identifying the
Need
Task Management
Track your team’s Tasks
• Core activity to ensure successful execution
• Well organized
• Provide insights into each project
Paving the
Way
When to use
What
Identifying the
Need
Task Management
When to use…
• Office 365 Planner
• SharePoint Online
• Project and Project Online
Paving the
Way
When to use
What
Identifying the
Need
Task Management
When not to use…
• Excel
• Outlook
• Microsoft Project
• SharePoint Online
Paving the
Way
When to use
What
Identifying the
Need
Working across apps
Track your team’s Tasks
Paving the
Way
When to use
What
Identifying the
Need
Online
Task Management
Track your team’s Tasks
Paving the
Way
When to use
What
Identifying the
Need
Online
     
Project Logs Management
Track your Project’s Logs
• Monitoring risks, issues, and other logs is similar to tracking tasks
• May have some relationships to tasks
• Information changes frequently per item
Paving the
Way
When to use
What
Identifying the
Need
Project Logs Management
When to use…
• Project Online
• SharePoint Online
Paving the
Way
When to use
What
Identifying the
Need
Project Logs Management
When not to use…
• Excel
• OneNote
• Office 365 Planner
• Microsoft Project
• SharePoint Online
Paving the
Way
When to use
What
Identifying the
Need
Project Logs Management
Track your Project’s Logs
Paving the
Way
When to use
What
Identifying the
Need
Online
    
Project Artefacts
Store and Share Documents
• Create intellectual property
• Reliance on historical information
• Discoverability
Paving the
Way
When to use
What
Identifying the
Need
Project Artefacts
When to use…
• OneDrive for Business
• Office 365 Groups
• SharePoint Sites
• Video Portal
• Yammer
Paving the
Way
When to use
What
Identifying the
Need
Project Artefacts
When not to use…
• Yammer
• Outlook
Paving the
Way
When to use
What
Identifying the
Need
Working across apps
Store and Share Documents
Paving the
Way
When to use
What
Identifying the
Need
Project Artefacts
Store and Share Documents
Paving the
Way
When to use
What
Identifying the
Need
Online
    
Search Content
Search for Content
• Find information stored in documents or general communication
• Return relevant, accurate information
• Efficient
Paving the
Way
When to use
What
Identifying the
Need
Search Content
When to use…
• SharePoint Online
• Yammer
• Video Portal
• Office 365 Groups
• Delve
Paving the
Way
When to use
What
Identifying the
Need
Search Content
When not to use…
• Outlook
• Skype
Paving the
Way
When to use
What
Identifying the
Need
Search Content
Search for Content
Paving the
Way
When to use
What
Identifying the
Need
Online
      
Ask a Question
Ask a Question
• Find out information about the project
• Something that is not discoverable via search
Paving the
Way
When to use
What
Identifying the
Need
Ask a Question
When to use…
• Yammer
• SharePoint Online
• Office 365 Groups
Paving the
Way
When to use
What
Identifying the
Need
Ask a Question
When not to use…
• Outlook
• Skype
Paving the
Way
When to use
What
Identifying the
Need
Ask a Question
Ask a Question
Paving the
Way
When to use
What
Identifying the
Need
Online
    
Sharing minutes with others
Capture Meeting Minutes
• Keep a record of what was discussed
• Inform others of outcome, next steps, and action items
Paving the
Way
When to use
What
Identifying the
Need
Sharing minutes with others
When to use…
• Word/PowerPoint
• OneNote
• Office 365 Groups
• Skype for Business
Paving the
Way
When to use
What
Identifying the
Need
Sharing minutes with others
When not to use…
• Outlook
Paving the
Way
When to use
What
Identifying the
Need
Sharing minutes with others
Capture Meeting Minutes
Paving the
Way
When to use
What
Identifying the
Need
Online
     
Keep everyone informed
Report on Progress
• Update stakeholders
• Keep history on progress
Paving the
Way
When to use
What
Identifying the
Need
Keep everyone informed
When to use…
• Word/PowerPoint
• OneNote
• Power BI
Paving the
Way
When to use
What
Identifying the
Need
Keep everyone informed
When not to use…
• Outlook
Paving the
Way
When to use
What
Identifying the
Need
Keep everyone informed
Report on Progress
Paving the
Way
When to use
What
Identifying the
Need
Online
   
How to get there
Need to assess…
• Needs - Organizational and personal?
• Adoption - Audience and technical comfort?
• Governance - what do you have flexibility over?
• Process - How much does it lend itself to change?
Search
User
Experience
Task
Management
Paving the
Way
When to use
What
Identifying the
Need
Summary
Online
     
    
    
     
    
     
    
Track your Team’s Tasks
Track your Projects Logs
Store and Share Documents
Search for Content
Ask a Question
Capture Meeting Minutes
Report on Progress
LEAD CONSULTANT | PMP, PMI-ACP | SPEAKER
Thank You!
Organizers, SponsorsandYouformaking
thispossible.
Message Me On LinkedIn or Email
haniel@2tolead.com
Download the full whitepaper at
http://www.whentousewhat.com

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PMO365 - The many faces of Project Management in Office 365

  • 1. PMO 365 – The Many Faces of Project Management in Office 365
  • 2. HANIEL CROITORU I’m passionate about technology, and I work at . LEAD CONSULTANT | PMP, PMI-ACP | SPEAKER
  • 3. The goal is to give an overview on how Office 365 can help you with your tasks Paving the Way When to use What Identifying the Need
  • 4. What frustrates you most with the work you do? Paving the Way When to use What Identifying the Need
  • 5. 80% of PM’s time is typically spent communicating Communication • Medium • Frequency • Audience • Triggers Paving the Way When to use What Identifying the Need Communication Project Plan Status Reports Risk & Issue Log Meeting Minutes Action Items Decision Log Change Request Log
  • 6. Office 365 continues to evolve Office 365 family of Apps • Outlook • Office Suite • Yammer • OneDrive for Business • SharePoint • Delve & Graph • Skype for Business • OneNote • Groups • Planner • Project Online • Video Portal • Sway • Power BI Paving the Way When to use What Identifying the Need
  • 7. Task Management Track your team’s Tasks • Core activity to ensure successful execution • Well organized • Provide insights into each project Paving the Way When to use What Identifying the Need
  • 8. Task Management When to use… • Office 365 Planner • SharePoint Online • Project and Project Online Paving the Way When to use What Identifying the Need
  • 9. Task Management When not to use… • Excel • Outlook • Microsoft Project • SharePoint Online Paving the Way When to use What Identifying the Need
  • 10. Working across apps Track your team’s Tasks Paving the Way When to use What Identifying the Need Online
  • 11. Task Management Track your team’s Tasks Paving the Way When to use What Identifying the Need Online      
  • 12. Project Logs Management Track your Project’s Logs • Monitoring risks, issues, and other logs is similar to tracking tasks • May have some relationships to tasks • Information changes frequently per item Paving the Way When to use What Identifying the Need
  • 13. Project Logs Management When to use… • Project Online • SharePoint Online Paving the Way When to use What Identifying the Need
  • 14. Project Logs Management When not to use… • Excel • OneNote • Office 365 Planner • Microsoft Project • SharePoint Online Paving the Way When to use What Identifying the Need
  • 15. Project Logs Management Track your Project’s Logs Paving the Way When to use What Identifying the Need Online     
  • 16. Project Artefacts Store and Share Documents • Create intellectual property • Reliance on historical information • Discoverability Paving the Way When to use What Identifying the Need
  • 17. Project Artefacts When to use… • OneDrive for Business • Office 365 Groups • SharePoint Sites • Video Portal • Yammer Paving the Way When to use What Identifying the Need
  • 18. Project Artefacts When not to use… • Yammer • Outlook Paving the Way When to use What Identifying the Need
  • 19. Working across apps Store and Share Documents Paving the Way When to use What Identifying the Need
  • 20. Project Artefacts Store and Share Documents Paving the Way When to use What Identifying the Need Online     
  • 21. Search Content Search for Content • Find information stored in documents or general communication • Return relevant, accurate information • Efficient Paving the Way When to use What Identifying the Need
  • 22. Search Content When to use… • SharePoint Online • Yammer • Video Portal • Office 365 Groups • Delve Paving the Way When to use What Identifying the Need
  • 23. Search Content When not to use… • Outlook • Skype Paving the Way When to use What Identifying the Need
  • 24. Search Content Search for Content Paving the Way When to use What Identifying the Need Online       
  • 25. Ask a Question Ask a Question • Find out information about the project • Something that is not discoverable via search Paving the Way When to use What Identifying the Need
  • 26. Ask a Question When to use… • Yammer • SharePoint Online • Office 365 Groups Paving the Way When to use What Identifying the Need
  • 27. Ask a Question When not to use… • Outlook • Skype Paving the Way When to use What Identifying the Need
  • 28. Ask a Question Ask a Question Paving the Way When to use What Identifying the Need Online     
  • 29. Sharing minutes with others Capture Meeting Minutes • Keep a record of what was discussed • Inform others of outcome, next steps, and action items Paving the Way When to use What Identifying the Need
  • 30. Sharing minutes with others When to use… • Word/PowerPoint • OneNote • Office 365 Groups • Skype for Business Paving the Way When to use What Identifying the Need
  • 31. Sharing minutes with others When not to use… • Outlook Paving the Way When to use What Identifying the Need
  • 32. Sharing minutes with others Capture Meeting Minutes Paving the Way When to use What Identifying the Need Online      
  • 33. Keep everyone informed Report on Progress • Update stakeholders • Keep history on progress Paving the Way When to use What Identifying the Need
  • 34. Keep everyone informed When to use… • Word/PowerPoint • OneNote • Power BI Paving the Way When to use What Identifying the Need
  • 35. Keep everyone informed When not to use… • Outlook Paving the Way When to use What Identifying the Need
  • 36. Keep everyone informed Report on Progress Paving the Way When to use What Identifying the Need Online    
  • 37. How to get there Need to assess… • Needs - Organizational and personal? • Adoption - Audience and technical comfort? • Governance - what do you have flexibility over? • Process - How much does it lend itself to change? Search User Experience Task Management Paving the Way When to use What Identifying the Need
  • 38. Summary Online                                       Track your Team’s Tasks Track your Projects Logs Store and Share Documents Search for Content Ask a Question Capture Meeting Minutes Report on Progress
  • 39. LEAD CONSULTANT | PMP, PMI-ACP | SPEAKER Thank You! Organizers, SponsorsandYouformaking thispossible. Message Me On LinkedIn or Email haniel@2tolead.com Download the full whitepaper at http://www.whentousewhat.com

Hinweis der Redaktion

  1. Outlook – popular communication application use to manage mail, calendar, contacts, and tasks Office Suite – productivity apps such as Word, Excel, PowerPoint, Visio, Access, OneNote, and Project Yammer – Facebook-like social collaboration platform OneDrive for Business – enterprise cloud storage SharePoint – enterprise content management and productivity system (6th generation) Delve & Graph – uses machine learning to provide users with information that matters to them based on connections OneNote – application for free-form information gathering and multi-user collaboration Groups – online sites used for sharing email conversations, calendars, file shares, and OneNote amongst a group of users Planner – online task management tool using a Kanban-like approach Project Online – enterprise program/portfolio management system to manage resources, collaboration, and decision making Video Portal – You-tube like enterprise portal for managing videos Sway – collaborative presentation application Power BI – dashboard and reporting visualization tool using data from a large number sources
  2. Up-to-date status Version control Governance – required metadata
  3. Audience Governance Workflows Sharing Syncing Co-authoring
  4. Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
  5. Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
  6. Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
  7. Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
  8. Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
  9. Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
  10. Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments
  11. Delve – content from SharePoint, OneDrive 4 Business, Yammer links, email attachments