Anaheim, CA | February 2-5, 2014

Collin Quiring and Tim GryderPartners at PMP Specialists

OPM3 and Project ServerWorking Together

PC302

Introduction to PMP SpecialistsWe are a niche organization that does two main things:

1. Microsoft Project and Project ServerSilver Project and Portfolio Management

Competency

2. Project ManagementOrganizational Project ManagementProject Management Office

Join us in April for Quality Community of Practice webinar on OPM and PM Quality

Speaker IntroductionsTim Gryder

Over 20 years experienceExpertise in:

PM, EPM, ERP, MRP, DRP, S&OP, BI and DW

Certified in:MCPS, MCTS, OPM3, PMP, CIRM, CPIM,

AIM

Speaker IntroductionsCollin Quiring

Over 20 years experienceExpertise in:

EPM, BPI, OPM, BSICertifications:

MCPS, MCTS, MCT, OPM3, PMP, CIRM, MBA

Author: Mastering Resource Management Using Microsoft Project and Project Server 2010

Goals for this Presentation• Introduce the Concept of OPM3• Share the Reason for OPM3• Give evidence as to the enablement of

OPM3 via Microsoft Project Server and Project Professional

Evolution of todays presentationTechnology alone doesn’t succeedBusiness Process alone doesn’t succeedPeople succeed using both!We need comprehensive understanding of an organization so we can improve it!

Introduction to OPM3-

Organizational Project Management

Introduction to OPM3Simple DefinitionThe Organizational Project Management Maturity Model (Hence the “3”)

FunctionProvides a way for organizations to measure themselves against the best practices of managing Projects, Programs, and Portfolios.

Introduction to OPM3What is the benefit of OPM3?Shows the Maturity of organizations implementing Organizational Project Management Concepts Shows areas of opportunity for improvement towards achieving better results.

How is it Sanctioned?OPM3 was developed and sanctioned by the Project Management Institute. (www.PMI.org)It was developed by seasoned practitioners of Project Management as a means of assessing the organization as a whole, benchmarking the organization and improving the organization.OPM3 can only be administered by PMI, OPM3 certified practitioners.

What is OPM3?Definition as per the Project Management InstituteThe Integration of People, Process and Knowledge across all domains of project management based on a value strategy for your target market as a means to achieve better performance, results, and a sustainable competitive advantage for your company

People Processes Knowledge

Where Does OPM3 Apply?

Best Practices & Techniques Outputs

PortfolioProgramProjectVisionMissionStrategy MarketBusiness Results

Inputs

Constructs of OPM3 are based on…DomainsProject ManagementProgram ManagementPortfolio Management

Best Practices (579)S.M.C.I. (501) Capabilities (1476)

StandardizeMeasureControlImprove

Organizational Enablers (78) Capabilities (228)Structural, Culture, Technological and Human resource Practices that can be leveraged to support and sustain the implementation of Best Practices across the Domains.

OE’s and Project ServerOrganizational Enabler Categories1. Benchmarking2. Competency Management3. Governance4. Individual Performance Appraisals5. Knowledge Management and PMIS6. Management Systems7. Organizational Project Management Communities8. Organizational Project Management Methodologies9. Organizational Project Management Policies and Vision10. Organizational Project Management Practices11. Organizational Project Management Techniques12. Organizational Structures13. Project Management Metrics14. Project Management Training15. Project Success Criteria16. Resource Allocation17. Sponsorship18. Strategic Alignment

An OPM3 Assessment will typically consume data and artifacts as evidence of maturity from a Project Management Information System

The Constructs of OPM3Improve

Project Management

Program Management

Portfolio Management

BP’s

BP’s

BP’s

BP’s

BP’s

BP’s

BP’s

BP’s

BP’s

BP’s

BP’s

BP’s

Control

Measure

Standardize

OE’s

OE’s

OE’s

Organizational Enablers

Constructs of OPM3Another way to understand

Knowledge Area: Project Integration

Management

Process Group:

Initiation

Project Domain

Process:Develop Project Charter

BPStandardize

Project Charter Process

BPMeasure Project Charter Process

BPControl Project Charter Process

BPImprove Project Charter Process

Capability:Develop Project Charter Process

Capability:Communicate

Project Charter Process

Capability:Standardized Charters are

used

Evidence:Process

Document Exists

Evidence:Proof of

Communication Exists

Evidence:Charters

consistently Exist

Evidence of MaturityWhere is your Project Management information?Laptops?Flash Drives?Cloud?Peoples Heads?

Where are Best Practices Enabled?Where do you Standardize your artifacts and your processes?Where do you Measure?Where do Control the process?Where do you Improve the process?

OPM3 and- Project Professional- Project Server- Project Online

Microsoft Project and Project Server Project & Project Server is an Organizational EnablerWhich supports Standardize, Measure, Control, and Improvement best practicesIt also supports the domains of Project, Program and Portfolio Management

Technology is where capabilities are often manifestedProject and Project Server either directly or indirectly provides for these best practices.

Project Management improves with a system!

Examples of Facilitation of OPM3 Best PracticesProject DomainOPM3 Best Practice Project CharterStandardize, Measure, Control and Improve the Project Charter

Standardize the Project CharterPDP

• Custom, Required and Optional Fields

• Free Entry and Drop Down Selections

Workflow• Who/What/

Where• When/Status

Email• Notification

s

Project Site / Project Drill-

Down

Measure the Project CharterReport Library

• Different formats• Customizable results Reporting

ServicesPortfolio Analysis

Control the Project Charter

Improve the Project Charter

Examples of Facilitation of OPM3 Best PracticesProgram DomainOPM3 Best Practice Manage Program ResourcesStandardize, Measure, Control and Improve Program Resources

Standardize the Program ResourcesResour

ce Center

Standard Fields

Custom

Fields

Custom

Table

Measure the Program Resources

RBS

Skill Set Views and

Reports

Control the Program ResourcesTeam Planner

Calendars

Improve the Program ResourcesResource

Views• Assignments

Team Planner

Skill Set

Build Team• Replace

based on Skill Set

Examples of Facilitation of OPM3 Best PracticesPortfolio DomainOPM3 Best Practice Review and Report PortfolioStandardize, Measure, Control and Improve Review and Report Portfolio

Standardize Review and Report Portfolio

Measure Review and Report PortfolioDrive

rsPriorit

ies

Project Center

Control Review and Report Portfolio Analy

sis

Improve Review and Report Portfolio Modifying

Results

Examples of Facilitation of Organizational EnablersOE Category-Knowledge Management and PMIS

Examples of Facilitation of Organizational EnablersOE Category-Knowledge Management and PMIS

Requirement 1:The organization develops and

analyzes requirements for a mechanism for the storage, retrieval, dissemination, and reporting of organization project management information.

Examples of Facilitation of Organizational EnablersOE Category-Knowledge Management and PMIS

Requirement 2:The organization defines what a PMIS

needs to be.

Examples of Facilitation of Organizational EnablersOE Category-Knowledge Management and PMIS

Requirement 3:The organization puts a PMIS in place.

Examples of Facilitation of Organizational EnablersOE Category-Knowledge Management and PMIS

Requirement 4:The organizational PMIS is

continuously updated and revised in support of the organizations needs.

Our Analysis – how much of OPM3 is

achieved directly by using Microsoft

Project (Server, Pro or

Online)

Percent of OPM3 Managed by MS ProjectHow we got our numbers:

We went line by line through the OPM3 Best Practice Process Questions against Microsoft Project Professional and Project Server

We used out of the box Project with no third party add-insNote that some things, particularly in setup are just NOT technology

related.

Example:In the Project Management area, Improve section, some questions

are about “Develop Project Charter”. These aren’t technology related questions, these are about how and what the business deems requirements for a charter. The other questions about Project Charter related to tracking/reporting/completing ARE in the tool.

Percent of BP’s Supported by Project(our calculations, note – some things no technology assists)

Improve

Project Management

Program Management

Portfolio Management

69 92100

67 95100

69 97100

68 89100

Control

Measure

Standardize

74 74 96Organizational

Enablers

Conclusion• Introduced the Concept of OPM3• Shared the Reason for OPM3• Microsoft Project Server and Project

Professional are the right tools to enable and improve OPM in your organization

Contact InformationCollin Quiring:Email: cquiring@pmpspecialists.comTwitter: @collinqLinkedin: www.linkedIn.com/in/CollinQuiring

Tim Gryder:Email: tgryder@pmpspecialists.comLinkedIn: www.linkedIn.com/in/TimGryder

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© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.