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AGENDA Introduction The Emergence of the Enterprise View

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Presentation on theme: "AGENDA Introduction The Emergence of the Enterprise View"— Presentation transcript:

0 Enterprise Project Management
Enterprise Project Management & PMO By Khurrum Ghori PMP, MCTS Microsoft EPM Technology Specialist (MCTS) Microsoft Certified Solution Architect (MCSD.NET) PMI Certified Project Management Professional (PMP)

1 AGENDA Introduction The Emergence of the Enterprise View
What is Enterprise Project Management? Enterprise Project Management as a Solution PMO (Project Management Office). PMO Goals & Responsibilities PMO Key Processes How to Setup & implement PMO EPM Solution- Microsoft Office Project 2007 family Lessons Learned from Industry This presentation is combination of my four presentation , which I deliver to convince top management to establish PMO in the organization. So I try to combine all in one I divided this presentation in four section You cover EPM PMO & its implementation strategy Microsoft EPM Solution using Project server 20007 Lessoned learned from industry & tips Most of my sources are from the PMI.org library & Microsoft TechNet and many of the authors contribute to the PM magazine.

2 The Emergence of the Enterprise Project Management
2009 Program Management Portfolio SharePoint and .NET Platform Project Collaboration Resource Financial 90’s Scheduling Simple Reporting Task Management and Print Resource Tracking 2 2

3 EPM Emerging As Top Concern
Inability to ensure project investments align with strategic objectives Share data across to gain a full view of project, resource, and financial Information Lack of established standards and repeatable processes across the organization Extending and customizing the solution to fit growing business needs 3 3

4 Enterprise Project Management
Enterprise Project Management is not simply an application or a concept: It is a set of uniform processes, methods, skills, and application solutions that provide discrete benefits supported and managed by People 4

5 Enterprise Project Management (Cont..)
EPM is not just a software solution or product… Your Business Processes Your People Your Organization Your Software Technology & Tools Enterprise Project Management …It’s an approach to integrate processes, people, organization and technology to manage projects on an enterprise wide basis

6 In Short… Enterprise Project Management is a discipline of getting
the right information; to the right people; at the right time. This matters as the information provided affects the short and long-term strategic plans for the organization (enterprise)

7 Who benefits from EPM? Resource Managers IT Managers Project Managers
4/19/2017 2:43 AM Executive Stakeholders Project portfolio management, reporting Resource Managers Skills-based resource management Team Members Use familiar tools to collaborate, report status IT Managers Open, secure systems Project Managers Intuitive project management Resource Managers Who’s available to staff our new projects? Who's working on what and do they have the skills? IT Managers Can we link project data with our front & back office? What’s the best way to deploy and monitor? Project Managers When will we really finish and what will it cost? Can we re-use best practices across projects? Team Members What am I supposed to be delivering this week? How can I collaborate with people on my team? Executive Stakeholders What’s the status of our top 3 initiatives? How can I see & prioritize initiatives across my org? 7 © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

8 So, How do you Begin? “The development & implementation of Enterprise Project Management (EPM) Solution in your Organization is a Journey… not simply a Destination”

9 The Journey…. Project Management Office (PMO)
People/0rganizational Change Management and Concepts of how you will implement & Integrate EPM Solution into your organization is fundamental to success Most importantly – You have to align People, Process, and Tools into a seamless and homogenous solution The Tools should compliment the Process The Process should compliment the Tools The Tools and Process need to support the People You can reach your Destination in this journey through Strong Project Management Office (PMO)

10 What is a PMO? A Project Management Office (PMO) is an organizational unit designed to coordinate the management of projects within its domain. (PMBOK-3rd Edition P-17) It may be called a: Project Management Office Project Support Office Program Management Office Project Management Group Project Management Center of Excellence Directorate of Project Management 1) This is the textbook and PMBOK definition for you. 2) Are these definitions still viable today? These are PMO definitions from several PM consultants and writers. Today I will give you specific examples of how a PMO can deliver the services and how a PMO is organized. The PMO strives to standardize and introduce repeatable project delivery process & and can be a source for documentation, guidance, and metrics on the practice of project management and execution.

11 PMO Goals & Responsibilities
Facilitate effective project management across all projects & programs Project Management Mentoring, consulting & Coaching to Project Heads/Leads/teams across organization Customized projects’ health Report for Management (e.g. project status & Progress report) Software Process & Project Management Templates Development & Deployment across all organization Collect, organize, and integrate project data for the entire organization. Centralized Project documents repository for project collaboration. Analyze, develop and implement new process as required for departments improvement Monitoring, controlling, Audits (e.g. process, risk, quality) & Tool Selection Support Program management & Portfolio management

12 Why introduce PMO? Some typical issues
Projects are not effectively prioritised Projects happen without authorisation No definitive list of project’s tasks Project benefits are not managed or realised No visibility of progress Limited understanding of resource capacity Lack of control of project Schedule Project risks are not captured and mitigated Inconsistent approaches Minimal control of project documentation

13 PMO: Key Processes Project Management Office Program Management Office
Governance Communications Management Project Management Resource Change Cost Governance Program and project prioritization and risk/cost/value analysis Decision-making, including commitment of time, money and resources Issue resolution Project monitoring and integration Project Management Project definition and initiation Task planning and execution Project completion and acceptance Project Management Office Governance Communications Management Project Management Resource Change Process Process Management Preliminary Process assessment/ analysis Process improvement tracking and variance review Project Management Project definition and initiation Task planning and execution Project completion and acceptance Resource Management Skill-to-task matching Resource gap analysis and resolution Global resource optimization Change Management Identification and elimination of organizational barriers to change Management of employee resistance to change Assurance of effective involvement of, and communication with, all project and program constituencies Cost Management Preliminary cost/benefit analysis Project budgeting Expenditure tracking and budget variance review Communications Management Centralized program and project reporting mechanisms Inter-project communications Post-implementation tracking and feedback Governance Program and project prioritization and risk/cost/value analysis Decision-making, including commitment of time, money, and resources Issue resolution Project monitoring and integration Resource Management Skill-to-task matching Resource gap analysis Rresource optimization Change Management Identification and elimination of organizational barriers to change Management of employee resistance to change Assurance of effective involvement of, and communication with, all project and program constituencies Communications Management Centralized program and project reporting mechanisms Inter-project communications Post-implementation tracking and feedback 13

14 PMO Assistance/Support Areas
The Project Management Office Project Support Project reviews/evaluation Project initiation/closing Assist with troubled projects - Identification of suitable Resources for projects - Management of resources across projects Project Resources Consulting and Mentoring Knowledge transfer PM best practices competency Succession planning Provide SE Process trainings Provide PM T& tools trainings Provide Training Materials Training Adherence to PM & SE Standards Promote PM & SE Methods Accessibility of Methodology Methods and Standards SE = Software Engineering PM = Project Management 14

15 Types of PMO Early on in PMO history, the Gartner Group identified three PMO models as flourishing: Project Repository Model, Project Coach Model & Enterprise PMO Model There are Many types of PMO Models defined in various books but I PMO categorize in 3 types: The Supportive/Reporting PMO (Project Management Office). This is the most common type of PMO. It doesn't control or direct projects. Instead it supports projects by offering training, mentoring, administration and reporting to the stakeholders. The Controlling PMO (Project Management Office). Supportive services may not be enough to put projects back on track. By offering controlling services (such as project reviews, audits and assessments), the PMO can influence project delivery. The Directive/Enterprise (Project Management Office). The least common, but sometimes most effective type of PMO, is one that directs projects. Now I will briefly describe the three models of PMO’s and some of their benefits. Think about your company and which, if any, of these PMO models is in place. Do you have a hybrid of these models or none at all? Which model would work best for your organization? The Supportive/Reporting PMO (Project Management Office). Its purpose is to empower Project Managers and teams to deliver projects. It is some time Call repository & coaching model The Controlling PMO (Project Management Office). It may also enforce project standards and processes to minimize project risk. The Directive (Project Management Office). This helps to group the project work within an organization to being under one department-the PMO & help to select right project (Portfolio optimization). 3PO now introduce as a standard dor it by UK business group department

16 Which type of PMO model is suitable for your Organization?
If you're implementing a PMO (Project Management Office) for the first time, then the "Supportive/ Reporting" model is best. It helps you add value to projects by offering reporting, training and monitoring services, without taking on the responsibility for the projects themselves. If you have an established PMO (Project Management Office) and you want to ensure that projects are independently assessed, then the "Controlling" model is best. You can directly influence the success of projects, as well as implement best practices, standards, and tools. If your organization has a set of high risk projects & drives you business, then usually the "Directive/Enterprise" model is best. 16

17 Tools for PMO To set up and run a PMO (Project Management Office), you need three types of tools. Templates Provide your Project Managers with templates to help them complete project documents faster and more efficiently. Methodology Implement a Methodology for managing projects. The methodology helps guide your projects towards completion. Software Use EPM software for the day-to-day effective planning, tracking and reporting of projects. Right People Right Data 17

18 Setup & Implementation Strategy
PMO Setup & Implementation Strategy

19 Five Steps to Set-up PMO
Prepare Tools, Processes & Templates Develop PMO Master Plan Nominate and Confirm PMO Team Set-up PMO 1 3 2 4 Conduct First PMO Session 5 1. Nominate and confirm PMO team: Identify, nominate and obtain approval for the PMO leadership from senior management as identified in PMO organogram 2. Setup PMO: Determine relevant stakeholders, participants and structure PMO appropriately Communicate key interested officers’ required involvement and PMO expectations 3. Prepare tools, processes and templates: Prepare all required tools, processes and templates Prepare project reporting, issue management, change management, and planning and communication management processes 4. Develop PMO master plan: Conduct interviews, meetings, and workshops with key interested stakeholders Prioritize work initiatives and conduct high-level review of any dependencies, overlaps, and issues Consolidate tentative work initiative project plans into a consolidated master plan 5. Conduct first PMO session: Conduct first basic PMO workshop, communicate timing and agenda of first PMO session to all stake holders Discuss issues, dependencies, project plan recommendations, role of PM Going forward 19

20 Implementing a PMO: Basic Stages
Assessment Assess current environment: PMO Need Assessment, Current Projects Assessment, ROI and Cost Model Assessment Definition Define Program Management Office (PMO): PMO Strategy and Mission Document Commitment Gain Executive Commitment to Build and Maintain PMO Initiation Initiate PMO Project: Governance Process, Business Case Development and Sign-off Planning Plan PMO Implementation: PMO Manual, PMO Project Plan Sign-off Execution / Control Build and Implement the PMO: Initiate Training, Support, PMO Processes Transition / Shutdown Hand-over to Client, Close Project: Transition Plan, Project Review PMO Improvements PMO Maturity Level: Assessment & improvement

21 Implementation Timeline-Estimated
Baby PMO (initial) Young PMO (Define) Maturing PM) (Managed) Mature PMO (Optimized) Timeline 0-4 Month 4-8 month 8-12 month 12-16 month Vision Developing (Framework, Methodology, policies & Templates) aligning somewhat with Organization aligned with Organization Strategy fully integrated Operations Trial & error approaches - Some planned activities - Projects of variable size - Basic project Management methodology in use - Planned activities - Projects, programs & portfolio Management - Well defined Processes - Projects, programs & portfolios Management People New Mix of core and new resources cohesive team high performing team with established career path Metrics Not Used Minimal consistent, repeatable methodology in use focused on continuous improvement and growth

22 PMO Maturity Model Tactical Strategic ESI International Maturity Model

23 Adopt a Basic Capability Maturity Model
Level 5 Optimizing: Continuous Improvement Level 4 Managed: Focus on QA & QC Measures Level 3 Defined: Process Management Focus Level 2 Repeatable: Project Management Focus Level 1 Initial: Ad hoc, informal, hero driven Careful planning and execution is required to climb from step to step

24 PMO Trend “The trend is rising within the IT function to create a PMO to drive an effective project management. By 2009, 60 percent of Global 2000 enterprises will adopt an enterprise portfolio management approach to strategically and tactically deliver business value, optimize all enterprise investments, and lay the groundwork for a technologically sophisticated business strategy.” – META Group, 2005

25 Microsoft Enterprise Project Management Solution
EPM Definition The Enterprise Project Management (EPM) Solution manages the entire investment and project lifecycle – from strategic portfolio decisions to work management. Core Microsoft Products Represented The Office EPM Solution helps your organization gain visibility, insight, and control across all work, enhancing decision-making, improving alignment with business strategy, maximizing resource utilization, and measuring and helping to increase operational efficiency.

26 Microsoft EPM Solution -Functional Overview
BPIO University EPM Module 1: Overview Microsoft EPM Solution -Functional Overview User Interface Microsoft Office Project Professional Project and Portfolio Web access 3rd party apps (LOB, ERP, CRM, etc.) Microsoft Office EPM Sub-capabilities Work Management Resource Management Team Collaboration Portfolio Optimization EPM Components Scheduling Resource Plans Data Warehouse Timesheet Portfolio Analysis Budgeting Event/Notifications Task Assignment Reporting Portfolio Selection Platform Operating System Portal/Web Database Analysis Reporting © 2007 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 26

27 Microsoft EPM Solution - Technical Overview
Platform Services Timesheet Reporting Resource Plans Data Warehouse Security Event/Notifications Task Assignment Scheduling Budgeting Project Portfolio Server Capabilities Portfolio Selection Portfolio Gov Capacity Planning LOB: ERP CRM Front- end

28 EPM Solution Deployment Options
Big Bang Approach Phased Approaches Deploy all products within the EPM Solution at the same time Utilize a phased approach to deploy the products within the EPM Solution to address specific pain points Option 1 Phase 1 Phase 2 The EPM Solution can be deployed in a “Big Bang” approach or deployed in a “Phased” manner in accordance with the organization pain points. Option 2 Phase 1 Phase 2 28

29 Successful PMO Using Microsoft EPM Solution
Manage & Control all Types of Work Improve Visibility & Insight Resource Managers Project Managers Senior Management Team Members Enterprise level visibility across projects Report progress against assignments 29

30 Benefits from EPM Solution?
4/19/2017 2:43 AM Executives Optimum Experience for Portfolio, Program, Project & Resource Managers Clearly Understand Responsibilities- Dashboard view of ownership Increase Visibility, better Control & accomplish More Effectively Participation- Collaborate with other project team members & Contribute to multiple projects Extensive reporting yielding better business insight Increases Business Awareness- Assure that projects align with overall business objectives Project Managers Resource Managers Team Members IT Admins 30 © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

31 Successful PMO- Capacity Planning

32 Successful PMO- Detailed Planning

33 Successful PMO - Manage & Track Project Performance
Track Progress Project Workspaces Timesheets Project Manager Team Members Task Assignments Timesheets Issues & Risks Mgmt Status Reports

34 Prioritize Business Drivers
4/19/2017 2:43 AM Portfolio Prioritization Assess the impact of each project request against the prioritized business drivers Use proven techniques to define and prioritize business drivers Business Drivers Projects Prioritize Business Drivers Impact Assessment Derive a priority score to evaluate each project request (that is, strategic value, financial value, risk) Analyze the project portfolio before attempting to make funding decisions Prioritize Projects Investment Maps © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 34

35 Project Dashboard

36 Lessons Learned from Industry
Critical success factors in implementing a PMO Developing a Multidisciplinary & Focus team Actively engage your stakeholders & organization’s Executives. Develop a Strong Business Case for the EPM Initiative -Clear and complete business goals, requirements, and usage scenarios Focus on Groundwork/Up-Front Time Define PMO Structure - The Organizational Structure Can Facilitate or Hinder the “Project Culture” Effective & Continuous communication at all levels. Make your PMO Test Bench/Test Drive ready for testing & deployment before Installed in real environment Train the users at all Experience/usage Levels–Using Customized Instructions Fostering a project management culture Change Takes Patience & Perseverance Project Management is not for the Faint of Heart -The Project Management Role Requires True Leadership

37 The Noblest Pleasure Is The Joy Of Understanding. -Leonardo da Vinci
Q&A Session The Noblest Pleasure Is The Joy Of Understanding Leonardo da Vinci

38 Enterprise Project Management
“Project Management Office” A Necessity for Today’s Global, Complex Projects Thank You!


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