Transcript Software Assurance Planning Services Project & Portfolio Management (PPM) Solution Planning Delivery Sessions ,

Software Assurance Planning Services
Project & Portfolio Management (PPM)
Solution Planning
Delivery Sessions
<First Last name>, <Title>
<Month, Year>
Facilities
Introductions
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.
PPM Planning Engagement: Goals
 Capture
knowledge transfer
facilitate
 Prioritize
 Plan
 Document
Project
5-Day
Agenda
Project & Portfolio Management (PPM)
Solution Planning customer engagement
Envisioning, Planning and Design
Day 1 Agenda – Business objectives alignment
Time Topic
Description
Target Audience
9:00 AM Intro/Kick-off
Review PPM Planning Services agenda and goals
Business, PMO, IT
9:30 AM Customer’s key business objectives
Key stakeholders involved to provide a dialogue of
Business, PMO, IT
their business objectives for the PPM
10:30 AM Break
10:45 AM PPM Presentation and Overview
Presentation (.PPT) of Microsoft’s PPM solution
Business, PMO, IT
12:00 PM Lunch
1:00 PM
Deep dive discussion and PPM solution Demonstration focused on processes and solution
Business, PMO, IT
walkthrough
modules addressing customer business objectives.
2:30 PM Break
2:45 PM Deep dive discussion – continued
4:00 PM Review/Next Steps
4:30 PM Deliverables and documentation
Business, PMO, IT
Agenda setting and focus area decisions
Capture dialogue into deliverable documentation:
•
•
•
Key business objectives
Challenges, concerns, and expectations
Prioritization of solution modules
Business, PMO, IT
Partner
Envisioning, Planning and Design
Day 2 Agenda – Technology Decisions
Time Topic
9:00 AM Review and Agenda Confirmation
9:30 AM
PPM: Online/Server Delta: Customer
infrastructure needs and policies
Description
Target Audience
Review PPM Planning Services agenda and goals
IT, PMO
Discussion of the customer’s specific
infrastructure, policies, toolsets in use, etc.
IT, PMO, Business
10:30 AM Break
PPM configuration: Authentication,
10:45 AM 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
2:45 PM PPM configuration – Continued
On premises architecture planning (if required)
IT, PMO
4:00 PM Review/Next Steps
Summary and consent
IT, PMO, Business
4:30 PM Deliverables and documentation
Capture dialogue into deliverable documentation
Partner
2:30 PM Break
Envisioning, Planning and Design
Day 3 Agenda – Strategy Alignment
Time Topic
Description
Target Audience
9:00 AM Review and Agenda Confirmation
Review PPM Planning Services agenda and goals
Business, PMO
9:30 AM Portfolio Demand Management
Strategic Alignment and Portfolio management
Business, PMO
Project intake, demand management, workflows,
templates, PDPs
Business, PMO
Reporting for PMs, PMOs, RMs, Executives
Business, PMO
Reporting for PMs, PMOs, RMs, Executives
Business, PMO
10:30 AM Break
10:45 AM
Portfolio Demand Management
– continued
12:00 PM Lunch
1:00 PM Reporting and BI
2:30 PM Break
2:45 PM Reporting and BI – Continued
4:00 PM Review/Next Steps
4:30 PM Deliverables and documentation
Business, PMO
Capture dialogue into deliverable documentation
Partner
Envisioning, Planning and Design
Day 4 Agenda – Reporting and BI
Time Topic
Description
Target Audience
9:00 AM Review and Agenda Confirmation
Review PPM Planning Services agenda and goals
Business, PMO
9:30 AM Enterprise Project Management
Project tasks planning and scheduling, views, KPIs
Business, PMO
Project tasks planning and scheduling, views, KPIs
Business, PMO
Resource types, capacity, demand
Business, PMO
Resource scheduling, resource plans
Business, PMO
10:30 AM Break
10:45 AM
Enterprise Project Management –
continued
12:00 PM Lunch
1:00 PM Resource Management
2:30 PM Break
2:45 PM
Enterprise Resource Management –
Continued
4:00 PM Review/Next Steps
4:30 PM Deliverables and documentation
Business, PMO
Capture dialogue into deliverable documentation
Partner
Envisioning, Planning and Design
Day 5 Agenda – Enterprise Project and Collaboration
Time Topic
Description
Target Audience
9:00 AM Review and Agenda Confirmation
Review PPM Planning Services agenda and goals
Business, PMO
9:30 AM Project Team Communications
Enterprise 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
Build the high level deployment plan based on
business needs and adoption capabilities
Business, PMO,
IT
12:00 PM Lunch
1:00 PM Deployment planning and approach
2:30 PM Break
2:45 PM Engagement Wrap-up / Parking Lot
4:00 PM Closeout Review/Next Steps
4:30 PM Deliverables and documentation
Capture dialogue into deliverable documentation
Business, PMO,
IT
Business, PMO,
IT
Partner &
customer’s
PM/Sponsor
Key Participants
Project
Session Objectives
 Facilitate
 Uncover
 Document
 Capture
Project
Documented Customer Decisions
Project
Examples
Enforce financial
reporting framework…
Improve collaboration
of involved parties…
Replace monthly
project reports with live
reporting capabilities…
Provide better project
cost and financial
information…
Understand resource
capacity, demand,
allocation and
utilization…
Select a better portfolio
of projects…
Replace the XYZ
timesheet solution...
…
Project
Comprehensive
Project and
Portfolio
Management
Solution
Key Participants
Project
Session Objectives
 Explore
Project
Documented Customer Decisions
Project
Choose the Right Tools that Will Evolve with You
From individual project managers to an enterprise-grade solution, both on-premises or as a service
Project &
Portfolio
Management
Enterprise
Workgroup
Collaboration
and
Reporting
Team
Desktop application and the
PPM solution in the cloud
Project
Managers
Individual
Low
Medium
High
Enterprise Project Management Maturity
Key Participants
Project
Session Objectives
 Demonstrate
 Walk
through
Project
Documented Customer Decisions
Project
Key Participants
Project
Session Objectives
 Review
 Examine
 Day
and review
2 agenda
Project
Documented Customer Decisions
Project
Key Participants
Project
Session Objectives
 Define
 Highlight
key differences
 Focus
 Select
Project
Documented Customer Decisions
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
Not directly accessible by code.
Project
Cloud Services
Packaged
Software/
On-Premise
Infrastructure
Applications
Applications
You manage
Runtime
Applications
Data
Runtime
Middleware
Middleware
Middleware
O/S
O/S
O/S
Virtualization
Virtualization
Servers
Servers
Storage
Storage
Networking
Networking
Managed by vendor
You manage
Data
(as a Service)
Virtualization
Servers
Managed by vendor
Runtime
(as a Service)
You manage
Data
Software
Storage
Networking
Project
Key Participants
Project
Session Objectives
 Plan
and design
 Server
Settings
Project
Documented Customer Decisions
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
Key Participants
Project
Session Objectives
 Review
 Examine
 Day
and review
3 agenda
Project
Documented Customer Decisions
Project
Key Participants
Project
Session Objectives
 Describe
a
 Understand
Demand Management
 Explain
Project
Documented Customer Decisions
Project
Supporting Materials
Portfolio analysis overview
Portfolio Analysis with Microsoft Project Server 2010
Project Ignite Training – Project 2013 training for IT
pros and developers
Using workflow for demand management in Project
Server 2013
Project
Portfolio
Mgt
Business value from
adoption of Microsoft’s
PPM framework
Project Mgt
Categorize
and Classify
Projects,
Resources, Tasks
Reporting
Organizational,
Financial
Identify
Sponsors,
Funding, Benefits,
Costs, Risks
Project Server Project Center,
Timesheets,
Schedules
SharePoint
Server
Excel, InfoPath, BI,
3rd Party
Information Project details,
Collection
Resource
requirements,
Schedules,
Business Drivers
Security
Expose, hide,
read-only, etc.
Grouping
PDPs are
containers
Workflow
Phases and Stages
Sample: Business Driver Pairwise
Project
Sample: Enterprise Project Types
Project
Sample: Workflow Phases
Project
Sample: Workflow Stages
Project
Key Participants
Project
Session Objectives
 Describe
 Understand
report extensibility
Project
Documented Customer Decisions
Project
Supporting Materials
Project Ignite Training – Project 2013 training for IT
pros and developers
ProjectData - Project 2013 OData service reference
Project
Project
Sample: OData Report in Excel Online
Project
Key Participants
Project
Session Objectives
 Review
 Examine
 Day
and review
4 agenda
Project
Documented Customer Decisions
Project
Key Participants
Project
Session Objectives
 Creating
 Working
 Closing
and Archiving
Project
Documented Customer Decisions
Project
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
Project
Key Participants
Project
Session Objectives
 Creating
 Working
Project
Documented Customer Decisions
Project
Supporting Materials
Add a resource to Project Web App
Project
Sample: Resource Center
Project
3 Strategies to Capture Resource Effort
http://www.mpug.com/News/Pages/Three_Strategies_for_Capturing_Resource_Effort_for_Proposal.aspx
Project
Capture Resource Effort:
Resource Plan
Project
Capture Resource Effort:
Project Schedule
Project
Capture Resource Effort:
Hybrid: Project Schedule w/Proposal task line
Project
Key Participants
Project
Session Objectives
 Review
 Examine
 Day
and review
5 agenda
Project
Documented Customer Decisions
Project
Key Participants
Project
Session Objectives
 Understanding
 Consuming
 Customization
Project
Documented Customer Decisions
Project
Key Participants
Project
Session Objectives
 Understanding
 Reporting
 Submitting
Project
Documented Customer Decisions
Project
Supporting Materials
Timesheet Improvements for End Users
in Project Web App
Timesheet Improvements for
Administrators and Developers in Project Web App
Project Ignite Training – Project 2013 training for IT
pros and developers
Project
Sample: Timesheet
Project
Timesheets Overview
Project
Key Participants
Project
Session Objectives
 Develop
 Outline
Project
Documented Customer Decisions
Project
PPM Functionality and Business Needs
Surplus PPM
Functionality
(disabled)
PPM Native
Functionality
Customer
Business Needs
Business Needs
requiring custom
development or
3rd party tools
Project
PPM Functionality and Business Needs
Business Needs
requiring custom
development or
3rd party tools
PPM Native
Functionality
Surplus PPM
Functionality
(disabled)
Project
Key Participants
Project
Session Objectives
 Address
 Wrap-Up

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
Project
Documented Customer Decisions
Project