CA Project & Portfolio Management Resource Management Best Practices

World®’16

CAProject&PortfolioManagementResourceManagementBestPracticesAlysonPostonCATechnologies

AMX67E

AGILEMANAGEMENT

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Abstract

Understandingwhatyourpeopleareworkingonandwhattheircapacityreallyiscanbeastruggleforeventhemostmatureorganization.Allocationsvs.Assignments?Actualsvs.Availability?HowdoorganizationsdrivevaluewithCAPPMandunlocktheresourceinformationtheyarelookingfor?

Inthissession,wewillcoverResourceManagementbestpracticesincludingreal-worldexamplesofdifferentresourcemanagementmodels.

AlysonPostonCATechnologies


Agenda

THE“4A’SOFRESOURCEMANAGEMENT”

AVAILABILITY–NOTALWAYSTHEEASIEST

THEPLANNINGHORIZON– HOWTHEYALLWORKTOGETHER

ALLOCATIONS– THE“HANDSHAKE”

ASSIGNMENTS– WHERETHE“RUBBERMEETSTHEROAD”

ACTUALS– DRIVINGVALUE

1

2

3

4

5

6


ResourceManagement101– the4A’sofResources

AvailabilityHowmuchtimearesourcecanwork

Actuals“TrueingUp”againsttheother3A’s

AllocationThe“Handshake”oftheresourcemanagerwiththeprojectmanager

AssignmentThe“trueestimate”ofthework


PerceptionsofAvailability vs.Reality- InformalPoll

TimeSpent

Meetings vacation/holiday projectwork other

TimeSpent

Meetings vacation/holiday projectwork other


Availability – The“StartingPoint”

§ Client“A”- - Startedeveryonewitha6.5hoursofavailability– PROS

§ Assumedthateveryonespendsanhourandahalfdoingadministrativework§ Eliminatestheneedtoidentify“What”administrationworklookslike

– CONS§ Wheneveryonewasputtinganadditional2hoursto“admin”time,therewaslostvisibility

§ Leadershipgrewfrustratedandchangedmind§ Hardtoreconcileagainstagile-typework

ClientUseCases


BetterPractice?

§ RealisticAvailability?

§ BetterDefined“Administrativebuckets”- i.e.timetoapplications,assetsoran“other”listthatismoreencompassing?

§ Using“ToBeHired”placeholdersandrequisitionsinplanning?

§ Discussion – Bestpracticesaroundsub-contractors?


Allocations – OftentheMostMisunderstood“A”

§ TraditionalProjectManagementprocessesgenerallyrecommendallocationsasawaytoformallydriveresourceinsight

§ But,thatoftendoesn’thappenasfolksjustdon’tknowwhattheworkreallylookslike

§ Whengoingwithagiletechniques,thisbecomesevenmorecomplicated

“THEHANDSHAKE”


Allocations- - aBetterPractice?

§ Use%ofFTEvs.Hours?

§ Driveaplanninghorizonwhereallocationsareleveraged?

§ Don’tuseallocations- justcopyfromassignments?

§ Discussion – Whatareyoudoingregardingallocations?/customerexamples


Assignments– “EstimatestoComplete”

§ BestPractices,Templates,andEstimates- - Ohmy!– Whytemplateshelp- - andwhentheydon’t– WorkingwithAgile/Scrumandpoints?

§ Sometimesneedsa“Wizard”approach- -– OraPMOtohelpgetstarted

§ DrivesStatus- - andisessentialtoprogressinsight

“HOWLONGDOESITREALLYTAKE?”


Assignments – BetterPractices?

§ TrainingfolksonETCs– Howtouseandhowtoupdate– Trainingnotworking?Thendotemplateswork?

§ Doyouapplyexperienceandactualstofutureprojects?§ Whyareassignmentsimportant?§ Howdoyouuseestimates/assignments?§ Doesyourleadershipuseassignmentsforinsight?§ Howdoyoureconcilewithagile/scrumwork?


Actuals – “Trueingup”againsttheotherA’s

§ Hereisthetimesheet– notpopularbutnecessary

§ Thewaytoknowyouwillsurviveanaudit

§ Isstillthebestwaytoknowhowmuchtimewastrulyspentonthework

BUT– Folksdon’tlikedoingtime.- -Discuss?

“WHATITTOOK?”


ThePlanningHorizon

FTEs Oftenahead-countswag“3people”needed

AllocationsMoreinformation– “2javadevelopersandaprojectmanager”

AssignmentsAfterestimates– drivetheassignmentsforeachteammember

Actuals


RecommendedSessions

SESSION# TITLE DATE/TIME

AMT02S CAPPMVision&Roadmap 11/16/2016at12:45pm

AMT03S Sevenelementsforstrategicportfoliomanagementsuccess:HowandwhyAgileplaysakeyroleininvestmentstrategiesandportfoliomanagement.

11/17/2016at12:45pm

AMT07S Pleasingcustomerswithportfoliomanagementthatisbothstrategicandagile 11/17/2016at4:30pm


ManagementInsights

CAPPMTheater#6– AgileManagement

MustSeeDemos

CAPPM&AgileCentralTheater#6–AgileManagementCAPPMTheater#6– AgileManagement

CAPPMTheater#6–AgileManagement

ConnectStrategytoExecution

AdaptiveProjectManager

AlignStrategy&Portfolios


Questions?


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