0 what is project online and why should i care? treb gatte, mba, mcp, mcts, project mvp

42
1 What is Project Online and why should I care? Treb Gatte, MBA, MCP, MCTS, Project MVP

Upload: grant-bates

Post on 21-Dec-2015

215 views

Category:

Documents


0 download

TRANSCRIPT

1

What is Project Online and why should I care?

Treb Gatte, MBA, MCP, MCTS, Project MVP

2

Welcome to SharePoint Saturday Houston

• Please turn off all electronic devices or set them to vibrate• If you must take a phone call, please do so in the hall so as not

to disturb others• Special thanks to our Title Sponsor, ProSymmetry

Thank you for being a part of the 5th Annual SharePoint Saturday

for the greater Houston area!

3

Thanks to all our Sponsors!

4

Information• Speaker presentation slides should be available

from the SPSHOU website within a week or so

• The Houston SharePoint User Group will be having it’s next meeting Wednesday April 15th. Please join us at www.h-spug.org

5

Managing Partner, http://TumbleRoad.com

Helped well-known companies like Wells Fargo,

Starbucks and Tory Burch achieve project

management success.

Project MVP

Authored two books on Project and SharePoint

CIO Magazine Contributor, where he writes the

new blog, the Effective Enterprise.

Former Project Engineering Team PM @ Microsoft

Treb Gatte

6

7

8

9

10

This is the Project!

11

Projects are Social!

• Managed conversations• Plan is the shared notes• “Latest state of the conversation”• Organizations can have hundreds of these conversations

going on concurrently

12

Project Online helps enable

the right conversations,

answering four key questions.

13

Are these projects to carry the company forward?

What projects can we afford?

Can we staff the projects

we have?

When are these

projects to be

completed?

Portfolio Management

Schedule Management

Resource Management

Cost Management

Core Questions

What are our issues, risks and supporting materials?

14

Are these projects to carry the company forward?

What projects can we afford?

Can we staff the projects

we have?

Portfolio ManagementResource

Management

Cost Management

Scenario 1 – Cost + Resource

What are our issues, risks and supporting materials?

15

Are these projects to carry the company forward?

Can we staff the projects

we have?

When are these

projects to be

completed?

Portfolio Management

Schedule Management

Resource Management

Scenario 2 – Schedule + Resource

What are our issues, risks and supporting materials?

Core

16

Are these projects to carry the company forward?

What projects can we afford?

When are these

projects to be

completed?

Portfolio Management

Schedule Management

Cost Management

Scenario 3 – Cost + Schedule

What are our issues, risks and supporting materials?

17

Communications Flow

When are these projects to be completed?

Can we staff the projects we have?What projects can we afford?

Are these projects to carry the company forward?

18

Quiz Time• What is the number one need companies think

they have when they look at Project Online?

A – Scheduling – “What are we doing”B – Resource Capacity Planning – “Who’s doing it”C – Cost Management – “What’s it going to cost”D – Portfolio Management – “Why this project”

19

Quiz Time• What is the number one need companies realize

they have when they look at Project Online?

A – Scheduling – “What are we doing”B – Resource Capacity Planning – “Who’s doing it”C – Cost Management – “What’s it going to cost”D – Portfolio Management – “Why this project”

20

Resource Management

21

Typical Day at the Office

22

Let’s Talk About OPRA.

23

24

The OPRA Model• Overhead is time away or

required corporate activity as an employee

• Project work is for projects

• Recurring is work that occurs repeatedly over time

• Ad Hoc is reserved time for unexpected Project or Other work

• Assumes highest priority time is spent on Recurring and Ad Hoc work

OPRA Model0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

15

35

30

20

Overhead Project Recurring Ad Hoc

25

OPRA IllustratedJoe – 40h Jane – 40 h Ganesh Li Alex

Overhead – 3 hrs/wk

Recurring – 5 hrs / wk

Ad Hoc – 15 hrs / wk

Project – 17 hrs / wk

Overhead – 3 hrs/wk

Recurring – 5 hrs / wk

Ad Hoc – 15 hrs / wk

Project – 17 hrs / wk

Overhead – 3 hrs/wk

Recurring – 5 hrs / wk

Ad Hoc – 15 hrs / wk

Project – 17 hrs / wk

Overhead – 3 hrs/wk

Recurring – 5 hrs / wk

Ad Hoc – 15 hrs / wk

Project – 17 hrs / wk

Overhead – 3 hrs/wk

Recurring – 5 hrs / wk

Ad Hoc – 15 hrs / wk

Project – 17 hrs / wk

Elena - Mgr

Overhead – 3 hrs/wk

Recurring – 18 hrs / wk

Ad Hoc – 15 hrs / wk

Project – 4 hrs / wk

Unplanned Support &

Operational Work

Planned Support &

Operational Work

26

Resource Management

demo

27

Schedule Management

28

Why Schedule Management?• Two way conversation between team and PM• Easier to get status for PM via Tasks, Timesheets

or both• One version of the truth for all reporting• Integrated team site to manage project artifacts• Customize the starting point by type of work• Integration with PowerBI and supports a form of

metadata

29

Team MemberProject Manager

Update Cycle

Executives

PM Publishes AssignmentsTM Submits UpdatesPM Accepts Updates and Publishes Updated Plan

Data is available

for BI

30

Schedule Management

demo

31

Cost Management

32

Cost Management Basics• I always put in dollar values for resources• Can also track non-resource costs• Two types of cost resources– Budget – What am I going to spend– Expense – What did I actually spend

• Can track costs over time

33

Awareness Changes Decision Making

34

• One client, using Project to manage a 300 million

dollar IT budget, had an annual variance of:

A – 0.2%B – 0.05%C – 3%D – 5%

35

Cost Management

demo

36

Portfolio Management

37

Why Portfolio Management?

• Constraints!!• Take politics out of the process• Accountability and traceability

38

The Process

39

Portfolio Management

demo

40

Are these projects to carry the company forward?

What projects can we afford?

Can we staff the projects

we have?

When are these

projects to be

completed?

Portfolio Management

Schedule Management

Resource Management

Cost Management

Recap

What are our issues, risks and supporting materials?

41

Q&APlease submit feedback by going to

http://bit.ly/ProjectRocks or by scanning this lovely QR Code.

42

• Email: [email protected]• Blog: http://tumbleroad.com/blog• Twitter: @tumbleroad• LinkedIn: http://www.linkedin.com/in/tgatte• CIO Magazine blog:

http://www.cio.com/blog/the-effective-enterprise/

Contact Info