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Streamlining Planning and Programs at ASU Improving Demand Intake, Prioritization, and Visibility with PPM Patricia Schneider, Arizona State University Jerry Manas, Planview

Streamlining Planning & Programs at Arizona State University

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Patricia Schneider, Director/Program Director, UTO IT Planning and Programs division at ASU shares insight into how their PPMO implemented best-in-class solutions and tools to prioritize incoming work, provide metrics, reporting and analytics for visibility and transparency to their user community to better understand where their IT investment goes on campus.

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Page 1: Streamlining Planning & Programs at Arizona State University

Streamlining Planning and Programs at ASU

Improving Demand Intake, Prioritization, and Visibility with PPM

Patricia Schneider, Arizona State University

Jerry Manas, Planview

Page 2: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 2 | Confidential #PPMatASU

Presenters

Over 39 years experience in the IT profession. Includes data and database management, network administration, Windows network design and administration and project and portfolio management.

Almost 29 years higher education experience working at ASU

Planview architect and administrator

Patricia M. Schneider University Technology Office Director/Program Director IT Planning and Programs Arizona State University

Jerry Manas, Senior Editor, PRISMS Planview

Bestselling author of Napoleon on Project Management and Managing the Gray Areas

25 years of experience in management consulting, PMO development, and project management.

Develops and promotes best practices in the areas of leadership, planning, execution, and value delivery at Planview

Access the webcast at Planview.com/ASUppm

Page 3: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 3 | Confidential #PPMatASU

Challenges and Goals

Adoption of new processes and tools

A phased approach to implementation

Where are we now and where are we going; What’s next for the PPMO group?

Closing thoughts and Q&A

Agenda

Access the webcast at Planview.com/ASUppm

Page 4: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 4 | Confidential

Challenges and Goals

About ASU

#PPMatASU

Access the webcast at Planview.com/ASUppm

Page 5: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 5 | Confidential

Planning & Programs

Information Security

Operations & Support

Academic Technologies

Development

Planning & Programs

Training & Education

Quality Assurance

Communications

IT Planning & Project

Management

ASU - University Technology Office

#PPMatASU

Access the webcast at Planview.com/ASUppm

Page 6: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 6 | Confidential

Goals First!

#PPMatASU

Access the webcast at Planview.com/ASUppm

Page 7: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 7 | Confidential #PPMatASU

Goal: Provide leadership for all facets of the Planning and Programs Office including IT strategic planning, fiscal planning, prioritization and execution of projects.

Challenges and Goals

• to understand and prioritize IT initiatives

Coordinate with UTO and university leadership

• internally and across organizations

Establish and maintain a robust IT governance process

•build policies, procedures, and key performance metrics

Implement a PM framework leveraging industry best-practices

•develop tracking and reporting capabilities to provide visibility into new and existing projects

Coordinate IT activities across initiatives by

Access the webcast at Planview.com/ASUppm

Page 8: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 8 | Confidential #PPMatASU

Goal: Provide leadership for all facets of the Planning and Programs Office including IT strategic planning, fiscal planning, prioritization and execution of projects.

Challenges and Goals

•For the UTO and University

Implement a robust time-tracking solution

• Best in class solutions & tools

Leverage state-of-the-art Project & Portfolio Management software

•Grow the model

Formalize and implement organization change management principles

•Give proof to PMO and IT project performance

Define metrics to measure and manage

Access the webcast at Planview.com/ASUppm

Page 9: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 9 | Confidential

Adoption of new processes and tools

#PPMatASU

Access the webcast at Planview.com/ASUppm

Page 10: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 10 | Confidential

“The single biggest problem in communication is the illusion that it has taken place.” - George Bernard Shaw

#PPMatASU

Access the webcast at Planview.com/ASUppm

Page 11: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 11 | Confidential #PPMatASU

Projects and MOBS Infographic

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Page 12: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 12 | Confidential #PPMatASU

ASU UTO Posters

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Page 13: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 13 | Confidential #PPMatASU

May is MOB month posters

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Page 14: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 14 | Confidential #PPMatASU

The Rule of 4

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Page 15: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 15 | Confidential

Simplify Your Message

“The ability to

simplify means

to eliminate the

unnecessary so

that the

necessary may

speak.”

- Hans Hoffman

#PPMatASU

Access the webcast at Planview.com/ASUppm

Page 16: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 16 | Confidential

The Power of Checklists

In just 18 months, a simple 5-step checklist at Johns Hopkins saved 1,500 lives and nearly $200 million.

The Power of Checklists

#PPMatASU

Access the webcast at Planview.com/ASUppm

Page 17: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 17 | Confidential #PPMatASU

WHO Pilot Program; 8 hospitals

Major complications down 36%

Deaths down 47%

Infections down ~50%

Patients returning to operating room down ~25%

The Power of Checklists

Access the webcast at Planview.com/ASUppm

Page 18: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 18 | Confidential

PM, RM and Team Member Checklists

#PPMatASU

Access the webcast at Planview.com/ASUppm

Page 19: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 19 | Confidential

A phased approach to implementation

#PPMatASU

Access the webcast at Planview.com/ASUppm

Page 20: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 20 | Confidential #PPMatASU

A phased approach to implementation

2011

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Initial Engagement

2012

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Pilot Project; New Projects

Creation of MOBs

Time Reporting

All Exisitng Projects/New Projects

Resource Management

2013

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

MOBs

Strategic/Capacity Planning; Analytic Reports

2014

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Strategic Planning; Governance

MOBs

Rel. 11 Upgrade

External Units Configured to use Planview

Access the webcast at Planview.com/ASUppm

Page 21: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 21 | Confidential #PPMatASU

Don’t try to boil the ocean

Aim for quick wins to build confidence

Start with a small group/limited scope

Napoleon said he’d rather have part of a canal completed every year than have to wait 10 years for a grand canal.

Take Baby Steps Take Small Steps

Access the webcast at Planview.com/ASUppm

Page 22: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 22 | Confidential

Where are we now and where are we going; What’s next for the PPMO group?

#PPMatASU

Access the webcast at Planview.com/ASUppm

Page 23: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 23 | Confidential #PPMatASU

Strategic planning

Data driven

External units

Ongoing maintenance and support

Migrating to Planview Enterprise 11

What’s next

Access the webcast at Planview.com/ASUppm

Page 24: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 24 | Confidential #PPMatASU

Portfolio Dashboard

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Page 25: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 25 | Confidential

Closing Thoughts and Q&A

#PPMatASU

Access the webcast at Planview.com/ASUppm

Page 26: Streamlining Planning & Programs at Arizona State University

© 2014 Planview, Inc. | 26 | Confidential #PPMatASU

Comments and Questions

Email us at [email protected]

Additional Information

www.Planview.com/Resources

Follow the conversation on Twitter

#PPMatASU

Follow Jerry: @jerrymanas

Follow Planview: @Planview

Email Patricia: [email protected]

Questions?

Access the webcast at Planview.com/ASUppm

Page 27: Streamlining Planning & Programs at Arizona State University

Thank You

Additional question? Email us at [email protected]

#PPMatASU

Access the webcast at Planview.com/ASUppm