0 what is project online and why should i care? treb gatte, mba, mcp, mcts, project mvp
TRANSCRIPT
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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!
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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
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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
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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
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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?
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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?
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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
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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?
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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?
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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”
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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”
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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%
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35
30
20
Overhead Project Recurring Ad Hoc
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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
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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
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Team MemberProject Manager
Update Cycle
Executives
PM Publishes AssignmentsTM Submits UpdatesPM Accepts Updates and Publishes Updated Plan
Data is available
for BI
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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
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• 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%
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Why Portfolio Management?
• Constraints!!• Take politics out of the process• Accountability and traceability
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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?
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Q&APlease submit feedback by going to
http://bit.ly/ProjectRocks or by scanning this lovely QR Code.
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• 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/
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