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Enabling Project Communication,
Collaboration & Workflow (CCW)
Module Objectives:
At the end of this module, you will be able to:
Understand the benefits of CCW for projects
Comprehend the importance of enabling for CCW processes
Discuss and demonstrate collaboration, CCW for project management processes
EPM Components
Enables interaction and access to information
Enables team work
Technology that integrates process information flow
Resource Management
Desktop Tools & Applications
Resource Management
Desktop Tools & Applications
Project Management
Desktop Tools & Applications
Project Management
Desktop Tools & Applications
Portfolio Management
Tools & Applications
Portfolio Management
Tools & Applications
Budget & Cost Tracking Tools & Applications
Budget & Cost Tracking Tools & Applications
Project Reporting &
Analysis Tools & Applications
Project Reporting &
Analysis Tools & Applications
EPMEPM
ProjectManagement
ProjectManagement
ResourceManagement
ResourceManagement
Project Portfolio
Management
Project Portfolio
Management
Budgeting &Cost TrackingBudgeting &
Cost TrackingReporting& AnalysisReporting& Analysis
Organizational Workflow, Collaboration, Artifact Management and Communication
Increasing Project Management Maturity and SophisticationIncreasing Project Management Maturity and Sophistication
What is Project Communication, Collaboration & Workflow?
Communicationability to continuously and quickly interact with participants to successfully execute projects
Collaborationcentralized access to project information and resources that streamlines knowledge sharing across the organization
Workflowstructured processes that enable participants to work more effectively across multiple projects
Knowledge
Hub
Team Team MembersMembers
ExecutivesExecutives
PartnersPartners
CustomersCustomersProjectProjectManagersManagers
ResourceResourceManagersManagers
Project Communication, Collaboration & Workflow Benefits
Support virtual teamingSupport virtual teaming
Streamlines data into useful informationStreamlines data into useful information
Promote an open & ongoing exchange of knowledge & lessons learnedPromote an open & ongoing exchange of knowledge & lessons learned
Maximize participation across all project stakeholdersMaximize participation across all project stakeholders
Improves Business PerformanceImproves Business Performance
Encourages InnovationEncourages Innovation
Maintains AccountabilityMaintains Accountability
Centralize project documentationCentralize project documentation
Improve Decision-MakingImprove Decision-Making
Maximizes Operational EfficiencyMaximizes Operational Efficiency
Project Processes
EPM enables communication, collaboration & workflow capabilities in every process
EPM enables communication, collaboration & workflow capabilities in every process
InitiatingProcess
PlanningProcess
ControllingProcess
ClosingProcess
ExecutingProcess
Initiating Process Defining Project Scope
Activities: Scoping & authorizing theproject or phase
EPM proposal workspaces features
Initiation form & checklist
Documentation templates
Storage and tracking for proposal documentation, material and forms
WSS Lists
Enables standardization & seamless workflow and tracking for the initiating process
InitiatingProcess
PlanningProcess
ControllingProcess
ClosingProcess
ExecutingProcess
Planning Process Planning Project Activities
Activities: Planning, defining, developing, managing, estimating and budgeting
EPM planning workspace features
Planning checklists & forms
Budgeting & estimating templates
Unified storage for all materials
WSS Lists
Enables standardization & seamless workflow and tracking for the planning process
InitiatingProcess
PlanningProcess
ControllingProcess
ClosingProcess
ExecutingProcess
Executing Process Project Plan Execution
Activities: Procurement, Quality, Team Development, Communication
EPM project workspace features
Task assignment notification
Attaching documents & materials to projects, tasks or milestones
WSS lists
Enables team workflow and collaboration within the project executing process
InitiatingProcess
PlanningProcess
ControllingProcess
ClosingProcess
ExecutingProcess
Controlling Process Project Performance
Activities: Reporting, Change Control, Risk Monitoring
EPM features:
Issues & risks escalation
Project reporting workspaces
Change request forms and checklists
Enables standardization, workflow and process for team members and project/resource managers
InitiatingProcess
PlanningProcess
ControllingProcess
ClosingProcess
ExecutingProcess
Closing ProcessEnding the Project
Activities: Contract Closeout, Administrative Closure
Closing Process Workspaces Features:
Closeout forms and checklists
Post mortem lessoned learned templates and improvement suggestions
Archiving project plans, templates and associated materials
Enables a standard set of practices for project managers and teams when closing out projects
InitiatingProcess
PlanningProcess
ControllingProcess
ClosingProcess
ExecutingProcess
EPM Processes Capabilities EPM Processes Capabilities
Enabling Project Communication, Collaboration & Workflow Summary
An extensive set of collaboration, communication and workflow technology is available.
You don’t have to implement it all at once
Start by focusing on the key and core project processes for your organization.
First, design and implement the capabilities that enhance your processes the most.
Questions
What process does your organization have for submitting documentation and material tied to project proposals?
Should group discussions threads be an essential part of your PM processes?
Is a project or team workspace a capability your organization needs/requires?
Questions
Are team discussions threads an essential part of your project executing process?
Is having a standard process for change requests a requirement / need?
Do you have a post mortem after the close of each project to improve the process and identify issue areas?