internal only – remove before presenting to customer
TRANSCRIPT
Project & Portfolio Management (PPM) Solution PlanningDelivery Sessions
<First Last name>, <Title>
<Month, Year>
Software Assurance Planning Services
Project
Project & Portfolio Management (PPM) Solution PlanningDay 1 – Delivery Session 1Introductions
Building Hours
Parking Restrooms
Meals Phone Smoking
Facilities
Introductions Facilitators
<Insert facilitator names, roles and email contact information here>
Participants
7
Name Company Affiliation
Job Title / Function
Key Responsibilities
PPM Related Experience
Expectations from this Session
Sara Davis Contoso contractor
Project Manager Management of the XYZ and ABC projects
None Learn about Project Online and how we will deploy it at Contoso.
Project
PPM Planning Engagement: Goals Capture business objectives and facilitate knowledge transfer to produce guidance for a successful PPM implementation
Prioritize customer PPM related business needs
Plan an effective implementation and adoption path
Document guidelines for configuration of PPM solution
5-Day AgendaProject & Portfolio Management (PPM) Solution Planning customer engagement
Day 1 Agenda – Business objectives alignment
Envisioning, Planning and Design
Time Topic DescriptionTarget Audience
9:00 AM Intro/Kick-offReview PPM Planning Services agenda and goals
Business, PMO, IT
9:30 AMCustomer’s 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 OverviewPresentation (.PPT) of Microsoft’s PPM solution
Business, PMO, IT
12:00 PM
Lunch
1:00 PMDeep dive discussion and PPM solution walkthrough
Demonstration focused on processes and solution modules addressing customer business objectives.
Business, PMO, IT
2:30 PM Break
2:45 PM Deep dive discussion – continuedBusiness, PMO, IT
4:00 PM Review/Next Steps Agenda setting and focus area decisionsBusiness, PMO, IT
4:30 PM Deliverables and documentation
Capture dialogue into deliverable documentation:• Key business objectives• Challenges, concerns, and expectations• Prioritization of solution modules
Partner
Day 2 Agenda – Technology Decisions
Envisioning, Planning and Design
Time Topic DescriptionTarget Audience
9:00 AM Review and Agenda ConfirmationReview PPM Planning Services agenda and goals
IT, PMO
9:30 AMPPM: Online/Server 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 – ContinuedOn premises architecture planning (if required)
IT, PMO
4:00 PM Review/Next Steps Summary and consentIT, PMO, Business
4:30 PM Deliverables and documentationCapture dialogue into deliverable documentation
Partner
Day 3 Agenda – Strategy Alignment
Envisioning, Planning and Design
Time Topic DescriptionTarget Audience
9:00 AM Review and Agenda ConfirmationReview PPM Planning Services agenda and goals
Business, PMO
9:30 AM Portfolio Demand ManagementStrategic Alignment and Portfolio management
Business, PMO
10:30 AM
Break
10:45 AM
Portfolio Demand Management
– continued
Project intake, demand management, 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 documentationCapture dialogue into deliverable documentation
Partner
Day 4 Agenda – Reporting and BI
Envisioning, Planning and Design
Time Topic DescriptionTarget Audience
9:00 AM Review and Agenda ConfirmationReview PPM Planning Services agenda and goals
Business, PMO
9:30 AM Enterprise Project ManagementProject tasks planning and scheduling, views, KPIs
Business, PMO
10:30 AM
Break
10:45 AM
Enterprise Project Management – continued
Project tasks 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 PMEnterprise Resource Management – Continued
Resource scheduling, resource plans Business, PMO
4:00 PM Review/Next Steps Business, PMO
4:30 PM Deliverables and documentationCapture dialogue into deliverable documentation
Partner
Day 5 Agenda – Enterprise Project and Collaboration
Envisioning, Planning and Design
Time Topic DescriptionTarget Audience
9:00 AM Review and Agenda Confirmation Review PPM Planning Services agenda and goals
Business, PMO
9:30 AM Project Team CommunicationsEnterprise and team communications, 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 PMDeployment 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 LotBusiness, PMO, IT
4:00 PM Closeout Review/Next Steps Business, PMO, IT
4:30 PM Deliverables and documentationCapture dialogue into deliverable documentation
Partner & customer’s PM/Sponsor
Project
Project & Portfolio Management (PPM) Solution PlanningDay 1 – Delivery Session 2Identifying Key Business Objectives
Project
Key Participants Business Units PMO IT
Project
Session Objectives
Facilitate discussions to gather customer business objectives for a PPM solution
Uncover goals from various business teams involved in deploying and interacting with PPM
Document inputs and outputs, existing PPM related business systems and tools
Capture key requirements and business needs
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
Project
Sample Presentation Materials
Project
Replace monthly project reports with live reporting capabilities…
Select a better portfolio of projects…
Understand resource capacity, demand, allocation and utilization…
Provide better project cost and financial information…
Replace the XYZ timesheet solution...
…
Examples Improve collaboration of involved parties…
Enforce financial reporting framework…
Issue and Risk Management
Demand Management
Comprehensive Project and Portfolio Management Solution
Work Management
Reporting
Business Intelligence
Team Collaboration
Performance Management
Program Management
Portfolio Analysis & Selection
Task and Timesheet Reporting
LOB System Integration
Resource Management
Schedule Management
Financial Management
Get Started Easily
Project
Project & Portfolio Management (PPM) Solution PlanningDay 1 – Delivery Session 3Microsoft PPM Presentation and Overview
Project
Key Participants Business Units PMO IT
Project
Session Objectives
Explore Microsoft’s Project and Portfolio Management solution
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
Project
Sample Presentation Materials
Individual
Team
Choose the Right Tools that Will Evolve with YouFrom individual project managers to an enterprise-grade solution, both on-premises or as a service
Enterprise Project Management Maturity
Low Medium High
Workgroup Collaboratio
n and
Reporting
Desktop application and the PPM solution in the cloudProject
Managers
Project & Portfolio
ManagementEnterprise
Project
Project & Portfolio Management (PPM) Solution PlanningDay 1 – Delivery Session 4Microsoft PPM Deep Dive Demonstration
Project
Key Participants Business Units PMO IT
Project
Session Objectives
Demonstrate the Microsoft PPM solution from end-to-end
Walk through all main functionality using a sample demo script
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
Project
Sample Presentation Materials
End to End Lifecycle Portfolio ManagementCreate
Submit proposalsManage demandBusiness cases
Select
OptimizePrioritizeWhat-if Analysis
Plan
ScheduleAssignBuild
Manage
TrackReportAnalyze
Create…
Select…
Plan…
Manage…
Project
Project & Portfolio Management (PPM) Solution PlanningDay 2 – Delivery Session 1Review and Agenda Confirmation
Project
Key Participants Business Units PMO IT
Project
Session Objectives
Review of Day 1 content Examine and review customer key business objectives
Day 2 agenda review and scheduling
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
Project
Sample Presentation Materials
Project
Project & Portfolio Management (PPM) Solution PlanningDay 2 – Delivery Session 2PPM: Defining Technology Framework
Project
Key Participants Business Units PMO IT
Project
Session Objectives
Define technology framework Highlight key differences between the Project Server and Project Online solutions
Focus on differences affecting key business objectives (e.g. reporting, integration, etc.)
Select the appropriate solution
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
Project
Sample Presentation Materials
Project
Supporting Materials A feature/function comparison of Project Online and Project Server 2013
Online and On-Premises Solutions for Project Server 2013 (white paper)
A Comprehensive Guide to Project Online (white paper)
Find information about Project Online Project Online: software boundaries and limits
Project
Project Server 2013 Architecture (on-premises)
Project
Project Online Architecture
Not directly accessible by code.
Project
Cloud ServicesPackaged Software/
On-Premise
Storage
Servers
Networking
O/S
Middleware
Virtualization
Data
Applications
Runtime
You
man
ag
e
Infrastructure(as a Service)
Storage
Servers
Networking
O/S
Middleware
Virtualization
Data
Applications
Runtime
Man
ag
ed
by v
en
dor
You
man
ag
e
You
man
ag
e
Software(as a Service)
Man
ag
ed
by v
en
dor
Storage
Servers
Networking
O/S
Middleware
Virtualization
Applications
Runtime
Data
Partner options
Project
Project & Portfolio Management (PPM) Solution PlanningDay 2 – Delivery Session 3PPM Configuration
Project
Key Participants PMO IT
Project
Session Objectives
Plan and design core architectural elements: Authentication, Security, Authorization and Permissions Solution Architecture LOB System Integration Reporting and BI Customization and development
Server Settings and Administration: Enterprise Data – Enterprise Custom Fields and Lookup Tables,
Calendars Look and Feel – Views and Formats Time and Task Management policies
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
Project
Sample Presentation Materials
Project
Supporting Materials Plan for Project Server 2013 The Office 365 Trust Center Find information about Project Online Project for developers Project Ignite Training – Project 2013 training for IT pros and developers
Project Data – Project 2013 OData service reference
Project
Project Web App Server Settings
Project
Project & Portfolio Management (PPM) Solution PlanningDay 3 – Delivery Session 1Review and Agenda Confirmation
Project
Key Participants Business PMO IT
Project
Session Objectives
Review of Day 1-2 content Examine and review customer key business objectives and decisions taken
Day 3 agenda review and scheduling
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
Project
Sample Presentation Materials
Project
Project & Portfolio Management (PPM) Solution PlanningDay 3 – Delivery Session 2Portfolio and Business Strategy Alignment
Project
Key Participants Business PMO IT
Project
Session Objectives Describe a typical high-level end-to-end Project Management lifecycle E.g. Create, Select, Plan, Manage, Close, or alternative PMI lifecycles
Understand Demand Management building blocks with PPM: Enterprise Project Types, Project Detail Pages, Workflows
Explain Strategic Portfolio Management elements: Strategic Business Drivers, Driver Prioritizations, Dependencies
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
Project
Sample Presentation Materials
Project
Supporting Materials Portfolio analysis overview Portfolio Analysis with Microsoft Project Server 2010 (Note: still applicable to 2013)
Project Ignite Training – Project 2013 training for IT pros and developers – Module 10: Demand Management and Workflow in Project Server 2013
Using workflow for demand management in Project Server 2013
Explain the concept of Effectiveness vs. Efficiency
Efficiency – “Do the things right”
PortfolioMgt
Project MgtBusiness value from
adoption of Microsoft’s PPM framework
Eff
ect
iveness
– “
Do
the
right
thin
gs”
Enterprise Project Types (EPTs)
Project Detail Pages (PDPs)
Web Parts
Custom Fields
Project Detail Pages (PDPs)
Web Parts
Custom Fields
Project Detail Pages (PDPs)
Categorizeand Classify
Reporting
Identify
Project Server
SharePoint Server
Projects, Resources, Tasks
Organizational, Financial
Sponsors, Funding, Benefits, Costs, Risks
Project Center, Timesheets, Schedules
Excel, InfoPath, BI, 3rd Party
Information Collection
Security
Grouping
Project details, Resource requirements, Schedules, Business Drivers
Expose, hide, read-only, etc.
PDPs are containers
Web Parts
Custom Fields
Web Parts
Custom Fields
Workflow Phases and Stages
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Sample: Business Driver Pairwise
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Sample: Enterprise Project Types
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Sample: Workflow Phases
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Sample: Workflow Stages
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Project & Portfolio Management (PPM) Solution PlanningDay 3 – Delivery Session 3Reporting and BI
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Key Participants Business PMO IT
Project
Session Objectives
Describe out of the box reporting capabilities: Individual: Project Pro Reporting Team: PWA Project, Resource and Portfolio Center Reports Enterprise: PWA BI Center
Understand report extensibility and options: Accessing data and data sources OData
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
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Sample Presentation Materials
Project
Supporting Materials Project Ignite Training – Project 2013 training for IT pros and developers – Module 5: Business Intelligence in Project
ProjectData - Project 2013 OData service reference
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Project Desktop Reports• New “Excel-like” out of
the box report templates• Charts, tables, shapes
and images to compose the report
• Copy/paste reports and individual items into Office applications
• Good for viewing and printing
Project
Sample: OData Report in Excel Online
Project
Project & Portfolio Management (PPM) Solution PlanningDay 4 – Delivery Session 1Review and Agenda Confirmation
Project
Key Participants Business PMO IT
Project
Session Objectives
Review of Day 1-3 content Examine and review customer key business objectives and decisions taken
Day 4 agenda review and scheduling
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
Project
Sample Presentation Materials
Project
Project & Portfolio Management (PPM) Solution PlanningDay 4 – Delivery Session 2Enterprise Project Management
Project
Key Participants Business PMO IT
Project
Session Objectives
Creating Enterprise Projects: From Workflow, Project Pro, using templates Project properties and Enterprise Fields
Working with Enterprise Projects: The local cache, check-in / check-out, working offline The Project Center Project Detail Pages and Project Schedule web part
Closing and Archiving Enterprise Projects
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
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Sample Presentation Materials
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Supporting Materials More ways to create or import projects Project Server 2013 Administrator's Guide Getting started developing Project Server 2013 workflows
Project
Sample: Project Center
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Project & Portfolio Management (PPM) Solution PlanningDay 4 – Delivery Session 3Enterprise Resource Management
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Key Participants Business PMO IT
Project
Session Objectives
Creating Enterprise Resources: Adding resources: methods and sources Resource Types: Cost, Work, Material, Generic, Local, etc. Resource attributes
Working with Enterprise Resources: Viewing Resource information Assigning Resources
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
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Sample Presentation Materials
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Supporting Materials Add a resource to Project Web App
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Sample: Resource Center
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3 Strategies to Capture Resource EffortProject Online provides several ways to capture resource demand, each with its own merits and complexities:
Resource Plans Project Schedule Hybrid: Project Schedule using Proposal task line.
Credit: Michael Wharton, http://www.mpug.com/News/Pages/Three_Strategies_for_Capturing_Resource_Effort_for_Proposal.aspx
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Capture Resource Effort:Resource Plan
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Capture Resource Effort:Project Schedule
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Capture Resource Effort:Hybrid: Project Schedule w/Proposal task line
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Project & Portfolio Management (PPM) Solution PlanningDay 5 – Delivery Session 1Review and Agenda Confirmation
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Key Participants Business PMO IT
Project
Session Objectives
Review of Day 1-4 content Examine and review customer key business objectives and decisions taken
Day 5 agenda review and scheduling
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
Project
Sample Presentation Materials
Project
Project & Portfolio Management (PPM) Solution PlanningDay 5 – Delivery Session 2Project Team Collaboration
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Key Participants Business PMO IT
Project
Session Objectives
Understanding Project Collaboration: Areas and opportunities for collaboration Creating and connecting Project Sites Default data types
Consuming Project Site data: Linking Project Site data to projects Reporting on projects and portfolios
Customization of Project Sites: Basic enhancements
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Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
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Sample Presentation Materials
Project
Project & Portfolio Management (PPM) Solution PlanningDay 5 – Delivery Session 3Task Progress and Time Tracking
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Key Participants Business PMO IT
Project
Session Objectives
Understanding options: Difference between Task Progress and Time Tracking Enterprise modes available
Reporting Task progress Understanding the tasks page Entering progress
Submitting Timesheets Understanding the timesheet page Entering time
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Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
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Sample Presentation Materials
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Supporting Materials Blog post – Timesheet Improvements for End Users in Project Web App
Blog post – Timesheet Improvements for Administrators and Developers in Project Web App
Project Ignite Training – Project 2013 training for IT pros and developers – Module 6: Timesheet and Statusing
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Sample: Timesheet
Project
Timesheets Overview
TimesheetsProject
Plan/Reporting
My Work (Statusing)
Single Entry Mode (SEM)
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Project & Portfolio Management (PPM) Solution PlanningDay 5 – Delivery Session 4Deployment Planning and Approach
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Key Participants Business PMO IT
Project
Session Objectives
Develop a high level deployment plan: Review and prioritize business needs and objectives Review solution capabilities Assess delta:
Surplus solution capabilities Custom solutions required
Outline deployment phases Objectives, timelines and resource requirements
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.
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Sample Presentation Materials
Project
PPM Native Functionality
Customer Business Needs
Surplus PPM Functionality (disabled)
Business Needs
requiring custom
development or 3rd party
tools
PPM Functionality and Business Needs
Project
Surplus PPM Functionality (disabled)
Business Needs
requiring custom
development or 3rd party
tools
PPM Functionality and Business Needs
PPM Native Functionality
Project
Project & Portfolio Management (PPM) Solution PlanningDay 5 – Delivery Session 5Engagement Wrap-up / Parking Lot
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Key Participants Business PMO IT
Project
Session Objectives
Address ”parking-lot” items Wrap-Up engagement
Deliverable should probably encompass: Business objectives, business units involved, identification of sponsors, timelines, efforts (customer, 3rd party), deliverables, COS (conditions of satisfaction)…
Project
Master “Parking-Lot” List of Items Placeholder slide for capture of “parking-lot” items throughout the engagement
Project
Documented Customer Decisions Placeholder slide for capture of customer needs, decisions, design, etc.