project conference '14: 3 approaches to operational work - pc213
DESCRIPTION
Customers frequently struggle with the best approach to manage operational work while maintaining the integrity and details of their project work. Operational work can include things like vacation time, sick time, training, or general projects that keep the business functioning such as building maintenance or computer server maintenance. During the demonstration, participants will learn about 3 distinct approaches and their advantages and disadvantages for businesses. While not revealing confidential information, this presentation will showcase the struggle an estimated 15 Project Online/Project Server customers went through and how they decided upon their approach. There is certainly a give and take in regards to effort to set up and support different approaches. Some important considerations that will be addressed include operational planning by executives, PMs, resource managers, and team members and how responsibility for different levels of detail can be handed out. This presentation will include mapping of features to PMI PMBOK methodology and how specific features can address business needs related to scope management, rolling wave planning, agile methodology, and progressive elaboration. In keeping with the need to report to executives, attendees will learn how these approaches affect the portfolio analysis or other portfolio views and how executives or PMO staff can drive decision making that truly includes all the work of the business.TRANSCRIPT
Anaheim, CA | February 2-5, 2014
Cindy Lewis, PMP, PMI-SP, MS, MCTS, MCT, MOS, MVPDirector of Knowledge Mgmt/Senior Project Advisor Advisicon
@LewisCindy #projconf
3 Approaches to Operational WorkPC21
3
The trouble with having an open mind, of course, is that people will insist on coming along and trying to put things in it. - Terry Pratchett
Presentation Overview
Overview
• Customers/Industries Represented• The Struggle• The 3 Approaches• Recap
Takeaways
Demos
Project Server/Project Online Focus 2007, 2010, 2013, Project Online
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Customers/Industries Represented
PMO
The Struggle
Struggles to Capture Operational Work
Another Tool
Inconsistent Definition
Confidential
Project Subset
International
Time to Plan
Higher Level
The 3 Approaches
Full bleedphotosPhotos can set a mood or evoke emotion, making for a more memorable presentation.
Resource PlanSeparate ProjectAdmin Time
All options take you where you want to go, but one approach will really fit your need.
Demo
Resource Plan
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Demo
Separate Project
@LewisCindy #projconfPC213
Demo
Admin Time
@LewisCindy #projconfPC213
Demo
Incorporating Max Units
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Customer Presentation
Worlds largest office furniture manufacturer101 years old$2.75 billion in yearly sales17 manufacturing facilities in North America, EMEA and APAC
Duane Roach - Presenter
Senior Project ManagerIT PMOLeading global infrastructure projects and programs25 years with Steelcase
Background Info - Resource Groups
Department nameManaged by a functional managerAll operational work is assigned to the resource groupIndividuals belong to a resource groupGroups are set as generic resources
Background Info - Operational Work Components
AdminBreak FixSupportEnhancements
Separate Project with Operational Work Components as Tasks
Only administrator needs Project Professional (saves money)Able to plan operational work by resource groupHigh level approach
Why?
Total Group Capacity – Total Operational Hours = Remaining Capacity for Project Work
Time Available for Project Work
Resource group capacity is set to zero
All the people in the Resource Group equals total group capacity
Recap
Summary of 3 ApproachesResource Plan Allows for future planning PM or RM sets up Shows in Resource Center lower
pane Can turn on/off allocation by
resource if you use proposed resources
Can deactivate resource plan with utilization option
Does not require task planning Does not adjust capacity line Time based, does not convert to a
project One resource plan per project,
multiple per owner
Admin Time Allows for future
planning TM enters Provides a separate
report Does not show in
Resource Center lower pane
Always activated Adjusts resource
capacity line Approval could hold up
resource capacity
Separate Project Allows for future
planning PM or RM sets up Shows in Resource
Center lower pane Can turn on/off
allocation by resource if you use proposed resources
Does not adjust capacity line
Task based One admin project
owner for the organization
Might cause a confidentiality issueMax Units
Can compliment any approach
Full bleedphotosPhotos can set a mood or evoke emotion, making for a more memorable presentation.
Takeaways
1. All takeaways can be found here: http://advisicon.com/projconf.htm
2. Slide deck
3. Questionnaire – Operational Work
4. Webinar Request – Successful Deployments
Takeaways
Contact Us
Cindy Lewis, PMP, PMI-SP, MS, MCTS, MCT, MOS, MVPDirector of Knowledge [email protected]/in/cindylewis2@LewisCindy
Upcoming Events with Cindy:
Monday, February 3rd 2-3:30pm: Booth staffing in the Expo Hall – Microsoft Pavilion
Wednesday, February 5th PC238 10:30-11:45 AM Accelerating Your Time to Value with Project Online
Assisting in multiple Instructor Led Labs throughout the week
Duane RoachSenior Project [email protected]
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.