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    POST Overview

    POST P rogram Operations S upport ToolVersion 1.0 Release Education

    First Edition, Revised June 2000

    Audience Estimated Timeto Complete

    : Anyone beginning POSTeducation.

    : Anyone interested in anintroduction to POST.

    Approximately 2030 minutes

    Prerequisites for this Self-Study: None.

    What you need to complete this Self-Study

    : This workbook.

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    ii POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    First Edition, Revised June 2000This edition applies to POST (Program Operations Support Tool) Version 1.0

    References in this document to IBM products, programs, or services do not imply that IBMintends to make these available in all countries in which IBM operates.

    Any reference to an IBM product, program, or service is not intended to state or imply thatonly IBMs product, program, or service may be used.

    Any functionally equivalent product program, or service that does not infringe upon any ofIBMs intellectual property rights may be used instead of the IBM product, program, orservice. Evaluation and verification of operation in conjunction with other products, exceptthose expressly designated by IBM, is the users responsibility.

    IBM may have patents or pending patent applications covering subject matter in thisdocument. The furnishing of this document does not give you any license to these patents.

    You can send license inquiries, in writing, to the IBM Director of Licensing, IBM Corporation,North Castle Drive, Armonk, NY 10504-1785, U.S.A.

    Owner of Information; this information is owned by:IBM Global ServicesBusiness Information SolutionsInternational Business Machines CorporationRoute 100Somers, NY 10589-0100USA

    When you submit information to IBM, you grant IBM a non-exclusive right to use or distributethe information in any way it believes appropriate without incurring any obligation to you.

    Copyright IBM Corporation 1999 and 2000. All rights reserved.

    Trademarks

    The following terms are trademarks of the IBM Corporation in the United States,or other countries, or both.

    IBM

    The following terms are trademarks of other companies in the United States,or other countries, or both:

    Lotus Notes Lotus Development CorporationWindows 95 Microsof t Corporat ion

    Other company trademarks are trademarks of their respective owners.

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    POST Version 1.0 Release Education POST Overview iii

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    Table of Contents

    Part I: What Is POST?............................................................................1

    What Is the Purpose of POST?.............................................................1

    What Is the Vision for POST? ...............................................................4

    What Is the Structure of POST Version 1.0?.........................................5

    What Are the Benefits of Using POST Now? ......................................12

    Part 2: POST Curriculum and Your Personal Learning Plan............15

    The POST Version 1.0 Release Education Curriculum.......................15

    Your Role Determines Your Learning Plan .........................................19

    Evaluating Your Prerequisite Readiness.............................................21

    How to Obtain Education Components ...............................................25

    Part 3: Other Information about POST...............................................27

    Documents ..........................................................................................27

    Websites .............................................................................................28

    Appendix: Delivery Support Knowledge Caf Instructions .............29

    How to Access the DS Knowledge C af Directly from Lotus Notes ....29

    How to Create a Local Replica of the DS Knowledge C af.................30

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    iv POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    About This Document

    The primary purpose of this document is to make youaware of POST its purpose, the vision for its continueddevelopment, the organization of Version 1.0, and thebenefits to you and your business of using POST now.

    Another purpose of this document is to direct you tosubsequent POST Version 1.0 education and other POSTinformation.

    The document is organized into the following brief parts:

    3 Part I: What Is POST?

    This is a high-level description of POST.

    3 Part 2: POST Curriculum and Your Personal LearningPlan

    This is a description of the POST educationcomponents supporting release of Version 1.0, plus aguide to the education pieces that are recommendedfor your role.

    3 Part 3: Other Information about POST

    This is a list of POST-related documents and websites.

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    POST Version 1.0 Release Education POST Overview 1

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    Part I: What Is POST?

    Part I describes at an introductory and overview level thepurpose of POST, the vision for POST, the organization ofPOST Version 1.0, and the benefits of using POST now.

    What Is the Purpose of POST?

    At the heart of POST is the concept of program management .

    3 A program is a group of related projects and otheractivities managed in a coordinated way to achieve acommon long-term objective. 1 Additionally, a programoften includes ongoing operations (such as StrategicOutsourcing).

    1This is the definition from the Worldwide Project Management Methods (WWPMM).

    Ongoing Operations suchas Strategic Outsourcing

    Group of Related Projects

    ComplexProjects

    Simple Projects

    ProgramManagement

    Proj ec

    t Man

    ag em

    ent C

    ontin

    uum

    Large ComplexProjects

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    2 POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    3 POST is the IBM strategic tool to support programoperations.

    3 Within IBM, there are a number of sets of processesthat support program management.

    One of the sets of processes is the IBM GlobalServices commercial Strategic Outsourcing groupsProgram Management Plan (PMP) processes.

    3 In the execution phase of a program, the PMPprocesses can be represented as shown in Figure 1.

    Figure 1: A representation of the PMP processes in the program execution phase.

    Program Management Plan

    Projectscontrol

    andcoordination

    Financialmgmtand

    business

    controlsService

    operationsmgmt

    Contractperformance

    mgmt

    Newbusiness

    Customer interface management

    Program baseline management

    Risk management

    Technicaltransition

    mgmt

    Resource management

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    POST Version 1.0 Release Education POST Overview 3

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    POST is the IBM PM Tool Suite component that hasbeen created to provide Project Executives (PEs) andtheir teams with a view across most aspects of aprogram in order to facilitate implementation of theProgram Management Plan processes.

    This is shown in Figure 2.

    Figure 2: With POST, PEs and their teams can monitor and control the Program Management Plan by viewing across most aspects of a program.

    Program Management Plan

    Projectscontrol

    andcoordination

    Financialmgmtand

    businesscontrols Service

    operationsmgmt

    Contractperformance

    mgmt

    Newbusiness

    Customer interface management

    Program baseline management

    Risk management

    Technicaltransition

    mgmt

    Resource management

    P O S T

    Project Executiveand team

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    4 POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    What Is the Vision for POST?

    The vision for POST is that it will automatically select,summarize, and provide information across all aspects of aprogram, based upon a PEs selection criteria.

    For example, a PE needs to know about issues across aprogram. This requires that the execution processes andthe associated support tools select, summarize, andprovide the relevant information to POST, as illustrated inFigure 3. The vision is that this will be done automatically;currently, POST requires some manual preparation anddata capture.

    Figure 3: One example of where POST development is headed is that information, such as that regarding program issues, will be selected, captured, and summarized automatically for viewing in POST.

    POSTIssues

    BusinessOffice

    Program Management Plan

    Projectscontrol

    andcoordination

    Financialmgmtand

    businesscontrols Service

    operationsmgmt

    Contractperformance

    mgmt

    Newbusiness

    Customer interface management

    Program baseline management

    Risk management

    Technicaltransition

    mgmt

    Resource management

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    POST Version 1.0 Release Education POST Overview 5

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    What Is the Structure of POST Version 1.0?

    The previous pages described the purpose of POST andprovided some view of the direction POST will be taking asit further develops. What about POST now Version 1.0?

    This section describes the overall organization of POSTVersion 1.0, lists the key functions available in POST,states the general specifications for POST Version 1.0,and illustrates the typical configurations of POST Version1.0.

    Overall organization of POST Version 1.0

    POST is a Lotus Notes application that consists of threedatabases: a core (or main) database, a help database,and a profile database.

    3 The POST core database is where program documentsare located and where most of the day-to-day activitiesare executed. The POST core database can hold multiple

    programs although a typical implementation ofPOST will be with one program per core database.

    The core database is organized into thirteensections, each of which supports key programmanagement activities. Figure 4 on page 6 listseach of the sections with a brief, generaldescription.

    3 The POST Help database contains the topics thatprovide access to the help files.

    3 The POST Profile database contains a profile set ofkey characteristics of the program structure anddocuments.

    POST("core" or "main")

    Help Profile

    The POST Lotus Notes Databases

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    6 POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    As mentioned on the previous page, POST is organizedinto thirteen sections. These are named and describedbriefly below.

    Figure 4: POST Version 1.0 is organized into thirteen sections numbered 0 through 12.

    Section 0: Standards, Processes, and Procedures Acts as an electronic filing cabinet to store standards, processes, and procedures aswell as other program-specific information.

    Section 1: Directory & Organization Includes name, phone, and other contact information for program participants anddefines the role of each of those participants.

    Section 2: Program Calendar Provides a listing of key meeting dates and event dates for documents. Items can becopied into the users local Notes mail calendar.

    Section 3: Baseline Documents Provides a description of the original program plans (baselines), actual data, and

    revisions to the plans.Section 4: Program Projects

    Stores high level status information about the programs key projects.

    Section 5: Requests for Services Stores Requests for Services for both in-scope-undefined and out-of-scope services.

    Section 6: Contract Change Request Records and tracks information pertaining to Contract Change Requests .

    Section 7: Deliverables Records and tracks information relating to program deliverables.

    Section 8: Program Correspondence Tracks correspondence among customers, supplier organizations, and IBM programteam.

    Sections 9. Program Issues Collects and tracks issues created in any of the thirteen POST sections.

    Section 10: Customer Satisfaction Tracks Customer Satisfaction Surveys and collects and reviews survey responses.

    Section 11: Program Risks Tracks risks and their associated analyses and occurrences.

    Section 12: Reports Stores Report documents to which are attached externally generated reports.

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    POST Version 1.0 Release Education POST Overview 7

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    POST Key Functions

    POST Version 1.0 provides the following functions:

    3

    Security and access Database access control Document-level access controls Document-level audit trail

    3 Customization and external linkage Keyword customization for all forms Add fields to standard forms Add personal forms for specific reporting needs Add customer logo to header of each POST form(document)

    Add additional information to header of each POSTform

    Specify context-sensitive help for POST forms Launch program-specified Lotus Notes databases

    from POST 2

    3 Help and support Online context-sensitive help Online Users Guide

    3 Notification Approval required to change state 2

    State has been approved and changed 2

    Notification of action owners by email Mail meeting agenda and/or minutes to attendees 2

    2 Limited function provided by POST Version 1.0.

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    8 POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    3 Reporting and key views Integrated meeting calendar Key program date calendar Views sorted and categorized by key information

    elements View of all actions Views of all people by project/service, by type, etc. 2

    Program-level views of project status information 2

    Program-level views of service operation statusinformation 2

    Documents owned or created by you Favorites by view Provide metrics for key information elements by

    process 2

    Export information easily to other reporting tools Print or view lists of key process information that is

    categorized or sorted 2

    3 Association Data model-driven assoications 2

    Association of any document with another Ability to launch from or to associated documents Ability to view data model-driven associations 2

    Associate action with service request, issue,meetings, risks

    Associate person with project(s) 2

    Association of person with service(s) 2

    Link person information to documents

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    POST Version 1.0 Release Education POST Overview 9

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    3 Miscellaneous Logical and physical delete Copy/paste of documents 2

    Integrated level-1 feedback mechanism Support multiple programs Copy meeting to personal calendar Miscellaneous documents Response documents Can add comments and attachments to every

    POST document Enable or disable copyright notice on all POST

    documents Specify default currency and all currencies to be

    used Turn on or off automatic document identification

    (ID) numbering for all POST form types Enable or disable sections and forms Troubleshooting within the application 2

    Provide glossary function Attach an email from Notes mail box 2

    Information about each of these POST functions isavailable in the POST v1.0 General Users Guide or thePOST v1.0 Champions User Guide . Refer to Part 3:Other Information about POST beginning on page 27 forwhere to obtain these guides.

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    10 POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    General Specifications

    Some of the POST Version 1.0 specifications are listed

    below.3 Requires Lotus Notes version 4.5.3a in Windows 95 3

    3 Will be installed and deployed on servers managed byGlobal Notes Architecture (GNA)

    3 Runs on either the North American or the Internationalversion of Lotus Notes

    3 Requires 20MB of hard disk space for installation;additional space will be needed based on the numberand size of program documents stored in the POST

    databases

    3 POST Version 1.0 has been fully tested and certified to work with this version of Windows.

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    POST Version 1.0 Release Education POST Overview 11

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    Typical configurations

    A typical IBM internal configuration is depicted inFigure 5. A typical configuration of POST used with an

    external customer is shown in Figure 6. 4

    Note : In the figures below, GNA refers to Global NotesArchitecture. IWS refers to IBM Workgroup Services. A client isa ThinkPad or Personal Computer or Workstation.

    Figure 5: A typical IBM Internal POST configuration (all within IBM firewall)

    Figure 6: A typical External POST configuration

    4 Both configuration graphics have been simplified for use here. For complete information, consult with a POST DeploymentLeader.

    GNA Database ServerIBM Notes Client(Notes 4.5.3a on

    Win95)

    , Q W H U Q D O

    L Q V L G H , % 0 I L U H Z D O O

    IBM GNA Server(Dedicated IWS for

    replication)

    IBMNotes Client

    IWSNotes Server

    CustomerNotes Server

    CustomerNotes Client(s)

    replica

    ( [ W H U Q D O

    R X W V L G H , % 0 I L U H Z D O O D Q G L Q V L G H F X V W R P H U I L U H Z D O O

    replica

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    12 POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    Program Management Plan

    Projectscontrol

    andcoordination

    Financialmgmtand

    businesscontrols

    Serviceoperations

    mgmt

    Contractperformance

    mgmt

    Newbusiness

    Customer interface management

    Program baseline management

    Risk management

    Technicaltransition

    mgmt

    Resource management

    P O S T

    Project Executiveand team

    Now that you know something about POST, you may beasking what are the benefits of using it for my programs?The next section lists some of the benefits that can bederived now from POST Version 1.0.

    What Are the Benefits of Using POST Now?

    There are a number of benefits to usingPOST for IBM, for your programs, and foryour customers.

    Some of the benefits are probablyself-evident from the description of howPOST supports program operations,particularly the implementation of aProgram Management Plan and views ofprogram information.

    Some of the key benefits are summarized below.

    3 POST supports consistency and coherent programmanagement across contracts, worldwide .

    3 POST addresses a variety of business problems in anefficient way. It offers adequate flexibility toaccommodate typical scenarios as well as newbusiness objectives.

    3 POST facilitates implementation of a ProgramManagement Plan , which is based on global bestpractices (i.e., the Program Management Planprocesses).

    3 It allows the Program Executive and the programmanagement team to locate relevant informationacross most aspects of a program.

    3 POST allows multi-person access from multiplelocations to a single, central database.

    3 POST offers ease of communication regarding issuesand actions.

    3 Overall it provides convenient storage of programmanagement records.

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    POST Version 1.0 Release Education POST Overview 13

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    How do you think POST can benefit your program?Your customers? You? Your team? Jot down yourthoughts in the space provided below.

    3 My customers can benefit from POST in the followingways:

    3 I can benefit from POST in the following ways:

    3 My team can benefit from POST in the following ways:

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    14 POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    Part I of this POST Overview has been provided as a wayto give you a big picture introduction to POST.

    Now that you have been introduced to POST, the next partof this document describes the POST Version 1.0 releaseeducation curriculum.

    If you are going to be an active user of POST, you willneed one or more of the education offerings describednext in Part 2.

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    POST Version 1.0 Release Education POST Overview 15

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    Part 2: POST Curriculum andYour Personal Learning Plan

    This section lists the components of the POST curriculum.It also provides you with a personal learning plan forreceiving the POST education most relevant to your role.

    The POST Version 1.0 Release Education Curriculum

    The POST Version 1.0 Release Education curriculum hasa number of components as well as some prerequisites.

    POST Version 1.0 Release EducationPrerequisites:

    The following are the prerequisites for further POSTVersion 1.0 education.

    3 Knowledge of the IBM Program Management Planprocesses and understanding of the purpose ofProgram Management Plan. Since POST is a tool for executing a Program

    Management Plan, which is composed ofcustomized PMP processes, it is important that youhave at least a conceptual knowledge of thesebefore using POST.

    3 Skill with using Lotus Notes databases, navigation, andfundamental Notes functions. The education assumes that you can use Lotus

    Notes to a degree that you rarely need help.

    Functions that are common to Notes and notunique to POST are not taught in the education.

    You may find it difficult to complete the hands-onactivities in the education if you do not meet theNotes skills prerequisites.

    3 Since POST is a Notes application, you must have aNotes ID and password to use the educationdatabases.

    Your prerequisitereadiness will beevaluated in another

    section of this document(page 21).

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    16 POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    Figure 7: POST Version 1.0 Release Education curriculum and prerequisites

    POST Quick Tour automated demos

    Part 1 and Part 2

    12-15 minutes each

    Learning POST Fundamentals

    workbook

    up to 3 hours

    Prerequisi tes PM Pknowledge

    Notesskills

    Champion's Guide to Learning

    POST workbook

    5-6 hours

    All Audiences

    Championsan dDeployment Leaders

    POST Applied Workshop

    12-16 hours

    Legend

    Self-Guided

    Hands-On

    Instructor-LedRequired

    Recommended

    POST Overview workbook

    (with Personal Learning Plan )

    20-30 minutes

    All learnersstart here

    Notes ID andpassword

    Documents supporting education

    POST Vers ion 1 .0 Re lease Educa t ion Cur r i cu lum

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    POST Version 1.0 Release Education POST Overview 17

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    POST Version 1.0 Release EducationCurriculum Components

    The following are the education components that make upthe POST Version 1.0 release education curriculum.These are also shown in Figure 7 on page 16.

    3 POST Overview workbook This is the document you are reading. It is a prerequisite to the other POST education

    components.

    3 POST Quick Tour automated demos There are two automated demos, Part 1 and Part 2.

    Part 1 is a basic tour of POST.Part 1 is designed for all audiences.

    Part 2 builds on the Part 1 tour, providing amore detailed look at POST.

    Part 2 is designed primarily for the POSTChampion.

    Part 1 and Part 2 of the POST Quick Tour runabout 12-15 minutes each.

    3 Learning POST Fundamentals workbook This is a self-study workbook with an emphasis on

    hands-on guided activities designed to familiarizethe learner with the basic functions of POST.

    The activities in this workbook are performed usinga POST education database and a specialeducation Notes ID.

    The required prerequisites to Learning POST Fundamentals are a conceptual knowledge of theProgram Management Plan processes as well asNotes skills.

    Learning POST Fundamentals is a prerequisite to

    the Champions Guide to Learning POST.

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    18 POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    3 Champions Guide to Learning POST workbook The focus of this self-study workbook is on

    hands-on activities that teach POST administration,set-up, customization, and report generation.

    The activities in this workbook are performed usingthe same POST education database that is usedwith the Learning POST Fundamentals ; however,there is a different education Notes ID for theChampions Guide to Learning POST activities.

    The intended audiences for the Champions Guide are Business Office POST Champions and POSTDeployment Leaders (together referred to asChampions).

    The Champions Guide is a required prerequisite tothe POST Applied Workshop .

    3 POST Applied Workshop This workshop, intended for Champions, is a forum

    for discussion facilitated by a POST subject matterexpert about implementing and using POST inaccounts.

    The workshop also provides some advancedhands-on practice with POST Version 1.0 functionsthat are specific to Champions.

    The workshop activities are performed using aPOST education database and a Championseducation Notes ID.

    The education is supported by POST documents, primarilythe POST v1.0 General Users Guide and POST v1.0 Champions Guide . Refer to Part 3: Other Informationabout POST beginning on page 27 for a list of POSTdocuments.

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    POST Version 1.0 Release Education POST Overview 19

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    Your Role Determines Your Learning Plan

    Not every user of POST will need to complete the entirecurriculum. What parts of the curriculum do you need?It depends on your role. Locate your role from thefollowing list:

    3 If your role is that of Delivery or ExecutiveManagement , working with a Project Executive (PE)who is implementing a Program Management Plan

    you may find that this POST Overview document isa sufficient overview.

    It is suggested, however, that you take Part 1 of thePOST Quick Tour to see for yourself what the tool hasto offer.

    If you are interested in the Quick Tour, go to page 25How to Obtain Education Components.If not, skip to page 27.

    3 If your role is that of a Project Executive (PE) who isimplementing a Program Management Plan

    your learning plan consists of the following: POST Quick Tour

    Learning POST Fundamentals For now, go to page 21 Evaluating Your PrerequisiteReadiness.

    3 If your role is that of a Program Management PlanProcess Owner or Program Management PlanProcess Leader

    your learning plan consists of the following: POST Quick Tour Learning POST Fundamentals

    For now, go to page 21 Evaluating Your PrerequisiteReadiness.

    Delivery Management orExecutive Management

    Project Executive

    PMP Process Owner orPMP Process Leader

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    20 POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    3 If your role is that of a POST Deployment Leader orBusiness Office POST Champion

    it is required that you complete all of the followingeducation components: POST Quick Tour Learning POST Fundamentals

    Champions Guide to Learning POST POST Applied Workshop

    Note : POST Champions will facilitate the education of PEs andother program-specific users of POST. In addition, theChampions will provide level 1 support for their program.

    For now, go to page 21 Evaluating Your Prerequisite

    Readiness.

    3 If your role is that of an IBM HelpDesk staff member

    your learning plan consists of the following: POST Quick Tour Learning POST Fundamentals

    and it is suggested that you also take Champions Guide to Learning POST

    For now, go to page 21 Evaluating Your PrerequisiteReadiness.

    3 If your role is not one of those listed above, but you willbe an active user of POST

    you need to begin your training with the followingcomponents. POST Quick Tour Learning POST Fundamentals

    Your need for subsequent education will be determinedby a Business Office POST Champion.

    For now, go to page 21 Evaluating Your PrerequisiteReadiness.

    POST Deployment Leader orBusiness Office POST Champion

    HelpDesk staff member

    other active user of POST

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    22 POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    Question 2: Using the 1-4 scale below, rate your skillto do each of the following in Lotus Notes.Check 1, 2, 3, or 4 for each skill a-q.

    1 No SkillI have neverdone this.

    2 SomeSkillI have donethis beforebut I wouldneed help todo it again.

    3 SkilledI can do thiswithouthelp.

    4 VerySkilledI could helpothers learnto do this.

    a. Create and send Notes mail.b. Receive and file Notes mail.c. Attach file(s) to mail message.d. Fill in a Notes form/document.e. Attach file(s) to Notes

    form/document.f. Access a file by using the DocLink

    icon in a mail message or Notesdocument.

    g. Detach file(s) from mail message orNotes document to local drive.

    h. Open Notes menu(s) and selectcommand(s).

    i. Use views in a Notes database.j. Use Notes help.k. Use Notes help search bar.l. Access a database by using the

    DBLink icon in a mail message orNotes document.

    m. Add database icons to yourworkspace page.

    n. Create a local replica of a Notesdatabase.

    o. Replicate remote : local databases.p. Remove a Notes database from your

    workspace.q. Work remotely via modem.

    Question 3: Do you have a Lotus Notes IDand password?Check either Yes or No.

    Yes

    No

    Please continue to the next page.

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    POST Version 1.0 Release Education POST Overview 23

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    What do your answers to Questions 1-3 tell you about yourreadiness for POST education?

    3 Regarding Question 1 (page 21): If you rated your knowledge of the Program

    Management Plan processes as either1 No Knowledge or2 Some Awareness

    you need to acquire prerequisite educationabout the PMP processes before beginning theLearning POST Fundamentals self-study workbook.Refer to POST education prerequisites onpage 25.

    If you rated your knowledge of the Program

    management Plan processes as either3 Knowledgeable or4 Expert

    you do not require prerequisite education aboutthe PMP processes before beginning the Learning POST Fundamentals self-study workbook.Refer to POST education components onpage 25.

    3 Regarding Question 2 (page 22): If you rated any one of the Notes skills as either

    1 No Skill or2 Some Skill

    you need to acquire prerequisite Lotus Notesskills training before beginning theLearning POST Fundamentals self-study workbook.Refer to POST education prerequisites onpage 25.

    If you rated all skills as either3 Skilled or4 Very skilledyou do not require prerequisite Lotus Notes skillstraining before beginning the Learning POST Fundamentals self-study workbook.Refer to POST education components onpage 25.

    Note : It cannot be emphasized enough that you must be aproficient user of Lotus Notes applications and databases tosucceed in using the POST application.

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    24 POST Overview POST Version 1.0 Release Education

    First Edition, Revised June 2000 Copyright 1999, 2000 IBM Corporation

    3 Regarding Question 3 (page 22): If you answered No

    you must acquire a Notes ID and password.Contact your manager or a POST DeploymentLeader (refer to POST Deployment Leaderson page 25).

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    POST Version 1.0 Release Education POST Overview 25

    Copyright 1999, 2000 IBM Corporation First Edition, Revised June 2000

    How to Obtain Education Components

    Now that you have your personal learning plan based onyour role how do you go about implementing it?

    You can use the information below to get started withprerequisites, complete your POST education, or contact aPOST Deployment Leader.

    POST education prerequisites

    3 You can locate information about Lotus Notes skillstraining from the following website:

    w3.education.ibm.com

    3 You can locate information about ProgramManagement Plan processes from the following:

    Delivery Support (DS) Knowledge Caf

    Refer to Appendix: Delivery Support Knowledge CafInstructions on page 29 for specifics.

    POST education components

    3 You can download POST Version 1.0 educationcomponents (documents, education databases, andeducation Notes IDs) from the following website:

    w3.ibm.com/transform/project/pmtoolsuite/post-ed

    POST Deployment Leaders

    3 You can contact a POST Deployment Leader . A list of Deployment Leaders in the United States

    (US) and United Kingdom (UK) can be found at thefollowing website:

    w3.ibm.com/transform/project/pmtoolsuite/post-ed

    For Deployment Leaders in locations other than theUS and UK, send a message to the following Notesmail address:

    POSTL2

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    This concludes Part 2: POST Curriculum and YourPersonal Learning Plan .

    Part 3 is a list of documents (other than educationmaterials) and websites where you can find moreinformation about POST.

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    Part 3: Other Information aboutPOST

    In addition to the education materials for POST cited inPart 2, the following documents and websites also aresources of information about POST.

    Documents

    3 POST v1.0 General Users Guide For step-by-step guidance in using POST. For use by all POST users. Available from the following website:

    w3.ibm.com/transform/project/pmtoolsuite/post-ed

    3 POST v1.0 Champions Guide For step-by-step guidance in customizing and

    setting up POST for a program. For use by Champions. Available through a Deployment Leader.

    (Refer to page 25 for locating DeploymentLeaders.)

    3 PMP Process Specification for SO Programs (1/29/99) For detailed information about Program

    Management Plan processes. For use by those needing to know about Program

    Management Plan processes. Available from the Delivery Support (DS)

    Knowledge Caf (a Lotus Notes database).

    Refer to Appendix: Delivery Support Knowledge CafInstructions on page 29 for specifics.

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    Websites

    3 Methods and Tools websitehttp://w3.ibm.com/transform/project/pmtoolsuite

    For information about the IBM Project ManagementTool Suite (PM Tool Suite), of which POST is apart.

    3 Project Executive (PE) Information websitehttp://w3-3.ibm.com/services/peinfo For information about tools and services for the PE.

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    Appendix: Delivery SupportKnowledge Caf Instructions

    The Program Management Plan (PMP) Specification andassociated intellectual capital (process templates,executive overview, etc.) are maintained on the Delivery Support (DS) Knowledge Caf , under the PMP Reader team .

    The PMP Reader team is open to IBM personnel with avalid NCO Lotus Notes ID.

    Instructions for accessing and creating a local replica ofthe DS Knowledge Caf are as follows.

    How to Access the DS Knowledge C af Directly from Lotus Notes

    1. Click the tab of the Notes workspace page where youwant to put the DS Knowledge Caf icon.

    2. From the menubar, choose File | Database | Open .

    3. In the Server box, type the server name as follows,then press Enter.

    D04DB033/04/A/IBM

    4. In the Database box, select the following: i_dir\intelcap\Delivery Support

    5. Click Open to both add the database icon and open thedatabase at the same time.

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    How to Create a Local Replica of the DS Knowledge C af

    1. Complete steps 1-5 above (How to Access the DS Knowledge C af Directly from Lotus Notes on page29).

    2. Select (single click) the DS Knowledge Caf icon.

    3. From the menubar, chooseFile | Replication | New Replica .

    4. In the Server box, leave the default of Local.

    5. Click the Create Immediately button.

    6. Click the OK button.

    If you get a message unable to find path to the server,you need to add a connection document by doing thefollowing:

    a. Open your local address book icon(your name Address Book on Local)

    b. Choose Server | Connections

    c. Click Add Connection and fill in the following fields:Connection Type = Local Area Network LAN port = TCPIP

    Server name = D04DB033/04/A/IBM Under advanced:Destination Server Address =d04db033.raleigh.ibm.com

    Note : The DS Knowledge Caf is also available via the Lotus Notesversion of ICM AssetWeb. Click on the link to go to the ICMAssetWeb Navigator for further instructions on how to access anduse the ICM AssetWeb.

    End of document.