Enabling Project Communication, Collaboration & Workflow (CCW)

Module Objectives:

At the end of this module, you will be able to:

Understand the benefits of CCW for projects

Comprehend the importance of enabling for CCW processes

Discuss and demonstrate collaboration, CCW for project management processes

EPM Components

Enables interaction and access to information

Enables team work

Technology that integrates process information flow

Resource Management

Desktop Tools & Applications

Project Management

Desktop Tools & Applications

Portfolio Management

Tools & Applications

Budget & Cost Tracking Tools & Applications

Project Reporting &

Analysis Tools & Applications

EPM

ProjectManagement

ResourceManagement

Project Portfolio

Management

Budgeting &Cost Tracking

Reporting& Analysis

Organizational Workflow, Collaboration, Artifact Management and Communication

Increasing Project Management Maturity and Sophistication

What is Project Communication, Collaboration & Workflow?Communication

ability to continuously and quickly interact with participants to successfully execute projects

Collaborationcentralized access to project information and resources that streamlines knowledge sharing across the organization

Workflowstructured processes that enable participants to work more effectively across multiple projects

Knowledge

Hub

Team Team MembersMembers

ExecutivesExecutives

PartnersPartners

CustomersCustomersProjectProjectManagersManagers

ResourceResourceManagersManagers

Project Communication, Collaboration & Workflow Benefits

Support virtual teaming

Streamlines data into useful information

Promote an open & ongoing exchange of knowledge & lessons learned

Maximize participation across all project stakeholders

Improves Business Performance

Encourages Innovation

Maintains Accountability

Centralize project documentation

Improve Decision-Making

Maximizes Operational Efficiency

Project Processes

EPM enables communication, collaboration & workflow capabilities in every process

InitiatingProcess

PlanningProcess

ControllingProcess

ClosingProcess

ExecutingProcess

Initiating Process Defining Project Scope

Activities: Scoping & authorizing theproject or phase

EPM proposal workspaces features

Initiation form & checklist

Documentation templates

Storage and tracking for proposal documentation, material and forms

WSS Lists

Enables standardization & seamless workflow and tracking for the initiating process

InitiatingProcess

PlanningProcess

ControllingProcess

ClosingProcess

ExecutingProcess

Planning Process Planning Project Activities

Activities: Planning, defining, developing, managing, estimating and budgeting

EPM planning workspace features

Planning checklists & forms

Budgeting & estimating templates

Unified storage for all materials

WSS Lists

Enables standardization & seamless workflow and tracking for the planning process

InitiatingProcess

PlanningProcess

ControllingProcess

ClosingProcess

ExecutingProcess

Executing Process Project Plan Execution

Activities: Procurement, Quality, Team Development, Communication

EPM project workspace features

Task assignment notification

Attaching documents & materials to projects, tasks or milestones

WSS lists

Enables team workflow and collaboration within the project executing process

InitiatingProcess

PlanningProcess

ControllingProcess

ClosingProcess

ExecutingProcess

Controlling Process Project Performance

Activities: Reporting, Change Control, Risk Monitoring

EPM features:

Issues & risks escalation

Project reporting workspaces

Change request forms and checklists

Enables standardization, workflow and process for team members and project/resource managers

InitiatingProcess

PlanningProcess Controlling

Process

ClosingProcess

ExecutingProcess

Closing ProcessEnding the Project

Activities: Contract Closeout, Administrative Closure

Closing Process Workspaces Features:

Closeout forms and checklists

Post mortem lessoned learned templates and improvement suggestions

Archiving project plans, templates and associated materials

Enables a standard set of practices for project managers and teams when closing out projects

InitiatingProcess

PlanningProcess

ControllingProcess

ClosingProcess

ExecutingProcess

EPM Processes Capabilities EPM Processes Capabilities

Enabling Project Communication, Collaboration & Workflow Summary An extensive set of collaboration,

communication and workflow technology is available.

You don’t have to implement it all at once

Start by focusing on the key and core project processes for your organization.

First, design and implement the capabilities that enhance your processes the most.

Questions

What process does your organization have for submitting documentation and material tied to project proposals?

Should group discussions threads be an essential part of your PM processes?

Is a project or team workspace a capability your organization needs/requires?

Questions

Are team discussions threads an essential part of your project executing process?

Is having a standard process for change requests a requirement / need?

Do you have a post mortem after the close of each project to improve the process and identify issue areas?