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Infinite Possibilities - Measurable Results. Project 2007 Tips and Tricks Including EPM Overview/Lessons Learned. Presented By: Keith Wilson B.Comm, MBA Executive/Senior Consultant. Questions?. Who is Keith Wilson? What is the Project Management Practice Inc.? What is the game plan?. - PowerPoint PPT Presentation
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Project 2007Tips and Tricks Including EPM
Overview/Lessons Learned
Project 2007Tips and Tricks Including EPM
Overview/Lessons LearnedPresented By:
Keith Wilson B.Comm, MBA Executive/Senior Consultant
Infinite Possibilities - Measurable Results
Questions?
Who is Keith Wilson? What is the Project Management
Practice Inc.? What is the game plan?
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Hi TechMicrosoftSymantecOraclePrologic (Banking Software)Image Power(Image compression)Newlix (Linux Software)Softwex Technologies (Multimedia software)Whetstone Technologies (Image software)Relay(Gaming Software)Clever Devices(Transportation SW)Pulp and PaperFletcher Challenge Canada Argus HealthHoneywellAMIsMedidataLandacorpFood and RestaurantFat Alberts and Ralph’sDannon yogurtCoke-a-ColaLegalWith out PrejudiceAlternative Dispute Resolution
TelecomVerizonSprint PCSACSGCIUnion TelephoneCiscoNokiaOil and GasExxonMobilAlyeskaWilliamsJoint Alaska PipelineTescoTransportationCunard Cruise LinesBoeingPharmaceuticalPfizerKenworthAssociationsCanadian Library AssociationCanadian Wood CouncilIndian Desert River BandAmerican Quarter Horse AssociationCherokee Nation Ent.FinancialFederal Home Loan BankRaymond JamesJefferies and CompanyWAMUCBOT
GovernmentSocial Security AdministrationState- North Carolina, and AlaskaCanada PostFederal GovernmentCanadian Dept. of JusticeHuman Resources Development CanadaEnvironment CanadaCanadian AchievesAlberta LearningAlberta Aboriginal AffairsAlberta EnvironmentCity –Richmond VirginiaGalveston CountyHarris CountyAutomotiveGeneral MotorsUnit PartsJohn DeereVolvoAmerican HondaPaccar/KenworthRetailTiifany and CompanyThe BayMacysCircuit City
Who is Keith Wilson, B. Comm.,MBA?
What is the Project Management Practice Inc. (PMPi)?
The Project Management Practice Inc. (PMPi) “Infinite Possibilities-Measurable Results”
California Corporation formed in 2001
FranklinCovey Alliance Partner,
Microsoft Certified Partner and Premier Microsoft Project training partner
Executive/Owners include: Keith Wilson, Robert Happy, Sean Creaghan, James Bulmer, David Blair
20+ Associates in North America
Project Management Process
Initiate Design Execute Assess
Agenda
2. What’s New in the Microsoft Office Project 2007?
3. Overview of the New Office EPM Solution
4. Lessons Learned: Office EPM Solution Deployment
1. Introduction- Why Projects Fail- Project Fit in the PM Process?
Reasons Why Projects Fails?
KPMG study of 300 large companies 65% reported projects:
Grossly over budget Far behind in schedule Technology not performing
Over 50% of executives believed this to be “normal”
Failing to Plan is Planning to FailCan you afford the cost of failed projects?Can you afford the cost of failed projects?
What makes a project fail? Consider this…
Standish Group International's recent survey of 175,000 IT projects reports:
88% of projects run over schedule, over budget or both
Average cost overrun: 89% of original estimate
Average time overrun:222% of original estimate
For every 100 project 94 restarts
What makes a project fail? Consider this…
What Make a Project Fail?Just Do It!
Failing to Plan is Planning to Fail
Success vs. Failure
Bottom Line:
Success = Met Expectations
Failure = Unmet Expectations
Project Management Process
Initiate Design Execute Assess
Planning Objectives
Where do you start?
How do you identify and schedule parts of the plan?
How do you identify and allocate the required resources?
Typical Complaints About Planning:
I Do Not Have Time to Plan You Know Management Wants
Results Not Plans I Do Not Know Where to Begin I Know the Theory, But Around Here
I Never Get A Chance to Exercise it
“Typical” Project Phases
1. Unwarranted enthusiasm2. Uncritical acceptance3. Growing concern4. Unmitigated disaster5. Search for the guilty6. Punish the innocent7. Promote the uninvolved
Arthur D. Little
1. Unwarranted enthusiasm2. Uncritical acceptance3. Growing concern4. Unmitigated disaster5. Search for the guilty6. Punish the innocent7. Promote the uninvolved
Arthur D. Little
Consequences for the Project Manager
Project Manag
er
Remember The ROI
For every moment you spend planning, you will save five moments during implementation
Crawford Gernwald
Planning Objectives
Where do you start?
How do you identify and schedule parts of the plan?
How do you identify and allocate the required resources?
Planning Steps
1. Review Project Scope2. Determine dominating factors3. Define and quantify risks4. Develop the WBS
Determine phases/activitiesDetermine the project’s tasksDetermine the milestones
5. Determine the task duration6. Sequence the activities for efficiency and logical
connections7. Identify the critical path8. List the project's resources
Planning Steps Continued
9. Assign resources to tasks10. Optimize the plan11. Produce reports12. Review the feasibility of the project13. Document assumptions & issues14. Obtain approval of the plan15. Freeze the plan
Scope(Performance)
Time(Schedule)
Cost(Resources)
Which One is the Least Flexible?
The Triple Constraint of PM Better, Faster, Cheaper
Getting Started –Get productive quickly
NEW How do I use change work time? NEW How can I save time and ensure
consistency across multiple projects?
Microsoft Project 2007 DemoGetting Started
PLAN: Effectively Manage & Understand Schedules
How do I leverage existing task lists from Microsoft Office Excel and Microsoft Office Outlook
NEW How can I determine the factors that are affecting task dates and easily trace the source of issues?
NEW How can I easily see the impacts of a change?
Microsoft Project 2007 DemoPlan
COMMUNICATE: Build professionalcharts and diagrams
NEW How do I experiment with what-if scenarios? NEW How do I highlight cells to convey a different
meaning? NEW How do I analyze and report project data in
professional reports and charts?
Everybody
There were once four people named Everybody, Somebody, Anybody and Nobody.
There was an important task/job to be done, and Everybody was sure Somebody would do it.
Anybody could have done it, but Nobody did it. Somebody got angry about that, because it was
Everybody’s job. Everybody thought Anybody could do it. It ended up that Everybody blamed Somebody
when Nobody did what Anybody could have done.
Microsoft Project 2007 DemoCommunicate
TRACK & ANALYZE: Effectively Track& Analyze Projects to Meet Goals
How do I update tasks? How do I create or use baseline data How do I track projects according to
specific needs? How do I easily identify the difference
between versions of projects?
TRACK & ANALYZE: Effectively Track & Analyze Projects
How do I create or use baseline data? How do I track projects according to
specific needs? How do I easily identify the difference
between versions of projects?
Demo
Track & Analyze
Microsoft Office Project
What is the Office EPM Solution?
A true solution stack… …enables customer organizations to
manage all types of work to optimize schedules, resources and budgets for better strategic decisions and tactical operations
More than just project schedules… …the entire project lifecycle from strategic
decisions to operational control
What is the Office EPM Solution?Integrated EPM Solution = Pull-through
Timesheet
ReportingResource Plans
Data Warehouse Security
Event/Notifications
Task AssignmentScheduling
Budgeting
Capabilities
Portfolio Selection
Portfolio Gov
LOB:•ERP•CRM
Platform
Front-end
Services
Capabilities
Enterprise Project Management Improves the Enterprise
More than 94% of the surveyed respondents stated that implementing project management added value to their organizations
Organizations of all sizes in all industries reported vast improvement with project management
Center for Business Practices: The Value of Project Management, Project Management Solutions, 2002
25%
15%
15%
20%
Return onInvestment
Productivity
Time to Market
Project/ProcessPerformance
What are the benefits of the Office EPM Solution?
Demo EPM Overview
Microsoft Office Project
EPM Informs the Executive
Capture, align, select and prioritize all projects, programs and all work initiatives with enterprise objectives
Gain better visibility of all of the work taking place in your organization
Manage your portfolio of project and program investments
Anticipate project problem areas and make changes accordingly
Deeper insight into resource allocation for better alignment with strategic priorities
What are the benefits of the Office EPM Solution?
EPM Enables the Team
Enhance information-sharing and coordination among project teams for better participation, progress reporting, and collaboration
Work more effectively with your team members through Microsoft Office SharePoint (workspaces & Microsoft Office Project Web Access web services)
What are the benefits of the Office EPM Solution?
EPM Enhances Project Management
Accurately assess your project’s needs to effectively deploy resources today and create Resource Plans
Build the right plans through a rich set of tools to meet your organizational goals
Drive accountability with your team through effective collaboration
What are the benefits of the Office EPM Solution?
Improve the PMO value proposition through deeper project analysis, standards definition, and better portfolio reporting
Improve analysis of all project and program data using Project Center, Data Analysis and Enterprise Reports
Accelerate definition and management of best practices through the Project Guide
Use enterprise templates to easily create standard project plans for consistency and time savings
Benefits for the Project Management Office
What are the benefits of the Office EPM Solution?
1. Align resources to strategy2. Enhance your business intelligence3. Collaborate and coordinate easily4. Manage resources effectively5. Manage the entire project lifecycle
Top 10 Benefits of the Microsoft OfficeEnterprise Project Management Solution
What are the benefits of the Office EPM Solution?
6. Manage the simple and the complex7. Promote continuous improvement8. Hire strategically9. Get more from existing technology
investments10. Drive real return on investment
Top 10 Benefits of the Microsoft OfficeEnterprise Project Management Solution
What are the benefits of the Office EPM Solution?
Portfolio Management Financial Management Manage all work:
Resource management Reporting Enterprise ready Built on Microsoft Windows SharePoint
Services Extensible
Overview of the New Office EPM Solution
What is New?
Timesheets include fiscal periods, reporting against summary tasks & projects, better tracking of non-project time, separate progress vs. time spent, and much more
More out-of-the-box templates Robust top down portfolio management and tracking Expanded Project Workspaces for collaboration Better Microsoft Office Outlook integration Expanded Timesheets functionality separate from task
updates Integration of SQL Reporting Services for real-time
Enterprise Reports
Overview of the New Office EPM Solution
What has been improved?
An EPM Initiative…
Lessons Learned: Office EPM Solution Deployment
Is a complex endeavor Is necessary to have a
structured approach to all planning, building, and deployment activities
Training Customization Streamlined tool and process working together Senior Management support Project Management Office staffed Project Administrator and a Process Champion to
maintain, support, and police the Project Management processes and tools
Critical Success Factors
Lessons Learned: Office EPM Solution Deployment
1. Actively engage the organization’s executive 2. Develop a strong business case for the EPM
Initiative3. Allocate sufficient up-front time 4. Develop clear and complete business goals,
requirements, and usage scenarios5. Involve representatives from all user groups6. Conduct a multi-staged rollout
Keys for Success
Lessons Learned: Office EPM Solution Deployment
7. Provide continuous communication8. Test the installed hardware and software
configuration9. Prepare the users for the deployment10. Train users at all levels – using customized
instruction11. Prepare to monitor the new environment 12. Develop a multidisciplinary team
Keys for Success
Lessons Learned: Office EPM Solution Deployment
Need to merge business requirements with technical capabilities
Crawl -> Walk-> Run
Define Define RequirementsRequirementsDefine Define RequirementsRequirements
Phases of Deployment:Phases of Deployment:Phases of Deployment:Phases of Deployment:
DefineDefineSystemSystemDefineDefineSystemSystem
PrototypePrototypeSystemSystemPrototypePrototypeSystemSystem
PilotPilotSystemSystemPilotPilotSystemSystem
Phased Phased Rollout of Rollout of SystemSystem
Phased Phased Rollout of Rollout of SystemSystem
Making EPM Real in the Organization
Lessons Learned: Office EPM Solution Deployment
1. PM process consistent across multiple departments (Visualize,
Plan, Implement, Close) with buy-in
2. Clear (SMART)- understanding of project deliverables
3. Optimal use of resources and buy-in by team
4. Greater control over project’s progress
5. Focusing on the right project at the right time
6. Earlier recognition of potential problems
7. Establish/maintain effective and efficient project communications
8. Better post-evaluation access to historical project documentation
Expected Results
Lessons Learned: Office EPM Solution Deployment
Keith Wilson [email protected]
AnnMarie Handsel – 281 683 [email protected]
www.pmpractice.com
http://www.pmpractice.com/tnt_form.htmFor a Free Copy of
Project Management PowerPoint PresentationsWhit Papers and
Microsoft Project Templates