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page 1 #project #process #change MS Project Bangkok Meetup 2018-01-11 next level consulting APAC · 8 Eu Tong Sen Street #14-94 · Singapore 059818 www.nextlevelconsulting.com/en · [email protected] · +65 3159 1491

PMO Setup with Microsoft Project Online

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Page 1: PMO Setup with Microsoft Project Online

page 1page 1

#project #process #change

MS Project Bangkok

Meetup

2018-01-11

next level consulting APAC · 8 Eu Tong Sen Street #14-94 · Singapore 059818

www.nextlevelconsulting.com/en · [email protected] · +65 3159 1491

Page 2: PMO Setup with Microsoft Project Online

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French, 20+ years in ASEAN

Various Experiences> Banking

> IT Vendors

> Training / Consulting

Project and IT Service Management> ITIL / DEVOPS Certified Trainer

> Accredited Facilitator for Business Simulations (ITSM, & PM)

Gamification Explorer

MOOC enthousiast

> EDX, Coursera, etc …

Aspiring Game Designer

Traditional & Boardgame

> GO (Baduk)

> Euro style game

(slow) Long Distance Runner

(Marathon and +)

2

About me

[email protected]

(Project / Program / Portfolio)

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We are specialised in

Project Management

Change Management

Process Management

Industries: IT, telecommunications, engineering, energy, industry, pharmaceuticals,

automotive, logistics, banking and insurance, public administration, health, NGOs and many

more.

Page 4: PMO Setup with Microsoft Project Online

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What we can do for you

Training & Development Consulting Coaching

Interim Management Software Emotional Inspiration

Page 5: PMO Setup with Microsoft Project Online

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Agenda

• What is a PMO?

• Why having a PMO?

• How to setup a PMO?

• Quick MS Project Online intro

• PMO Examples:

• Discussion / Q&A

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What is a PMO?

In larger companies, a PMO can consist of a department that deals with project management issues across the organization, such as:

• project management

• governance,

• implementation,

• training,

• researching project management needs,

• or determining the best way to build useful reports.

In small or medium businesses, a PMO can range from a single person to a small group of people, but can also scale to try to address the same issues as in large businesses.

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The common goals of all PMOs

• Driving and evangelizing the project management adoption (Process and

Tools)

• Simplifying project management for the organization’s users by automating

processes (into the tool).

• Creating policies, procedures and best practices around project management

functions.

• Being the project management subject matter experts by serving as a ‘Center

of Excellence’ for all things project management, and providing training on

project management best practices and tools.

• Being empowered by executive sponsorship to make and enforce change

through their recommendations.

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Why a PMO? Top 5

1. Limited Visibility into Project Performance

2. You have limited resources and capacity planning is an issue

3. There is no consistent methodology for project delivery

4. There is a lack of ownership and/or accountability

5. Projects often come in late or over budget and fail to meet the objectives

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Why a PMO?

1. Limited Visibility into Project Performance

Limited visibility into projects and resources is one of the leading causes of project

failures. Centralising all of your project and resource management in a central

function, whether at the departmental or organisational level lets you easily address

key questions, such as:

• What work is being performed by who, and when?

• How are specific projects aligned with corporate priorities?

• How is the Return on Investment for specific projects calculated?

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Why a PMO?

2. You have limited resources and capacity planning is an issue

Most organisations experience resource capability planning issues, which is greatly

compounded when projects are managed in isolation.

A PMO helps to significantly reduce these issues by centralising the selection and

prioritisation of projects - using Project Portfolio Management techniques and tools

to select the right projects at the right time based on resource and financial

constraints.

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Why a PMO?

3. There is no consistent methodology for project delivery

Inconsistencies in the way projects are managed make it extremely difficult to report

on status and progress.

With the advent of cloud-based project and portfolio management solutions, a

standard toolset to manage projects, programmes and portfolios is now within the

reach of most organisations.

Even with the most basic project management solution you can standardize the

way your project managers plan projects, request resource and report on status

and progress.

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Why a PMO?

4. There is a lack of ownership and/or accountability

Ownership and accountability are key to project success, and an area where tools such as project portfolio management software really come into play.

Project portfolio management tools provide the framework for you to ensure all projects have clear ownership and there is accountability to the business.

From simply defining what resource and expenditure is required to deliver the project, through to outlining the key deliverables and benefits, PPM tools help you build a business case for each project to be used in selection and prioritisation.

A top down approach to PPM greatly simplifies this approach.

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Why a PMO?

5. Projects often come in late or over budget and fail to meet the objectives

It would be a bit short sighted to simply say a PMO will eliminate late or over budget

projects, but a PMO equipped with the right tools and the right processes will

certainly limit project failures through extending the planning horizon, ensuring

project selection and prioritisation are in line with resource and financial constraints,

and as we saw earlier, by providing greater visibility and control over the entire

project lifecycle you will be able to react faster to issues as they happen make more

informed decisions on corrective actions.

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For more information: PMI

https://www.pmi.org/-/media/pmi/documents/public/pdf/white-papers/value-of-

pmo.pdf

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How to setup a PMO?Continual Improvement Process

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How to setup a PMO?

AS IS

• Current state analysis

• Processes and tools

• Stakeholder analysis

• Maturity Assessment

TO BE

• Scope

• Roles and Responsibilities

Gap Analysis /Setup

• Skills /Training

• Governance

• Process

• Tools

Operate

• Knowledge Transfer / Hand Over

• ROB = “Rhythm of Business”

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How to setup a PMO by Phases

Phase 1

• PMO Assessment and Strategy

• Identify Senior Sponsor

Phase 2

• PMO Initiation

• Create Business Case and Charter of the PMO

Phase 3

• Establish the PMO

• Create Master Project List by priority

Phase 4

• PMO Implementation

• Pilot PMO

• PMO Operation

Phase 5

• PMO Embedding and Improvement

• PMO Embedding and Improvement

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“AS IS” Assessment

• PMO Maturity Cube (PMI)• https://www.pmi.org/learning/library

/maturity-cube-self-assessing-performance-6437

• P3M3 – Prince 2 – Axelos• https://www.axelos.com/best-

practice-solutions/p3m3/p3m3-maturity-model

• Portfolio, Program and Project Management Using COBIT 5• http://www.isaca.org/COBIT/focus/

Pages/portfolio-program-and-project-management-using-cobit-5.aspx

• Self/Internal Assessment

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P3M3® - Maturity Model

The model to measure > Project Management Maturity > Programme Management Maturity > Portfolio Management Maturity

Registered Trade Mark of the Office of Government Commerce (OGC) Published by The Stationery Office (TSO) > Developed 2006 > Revised edition 2008

P3M3 has developed into a standard maturity assessment model P3M3 is based on CMMI P3M3 contains > – 3 models > – 5 maturity levels > – 7 perspectives

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ISACA/COBIT

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Self/Internal Assessment

Project Inventory

• Project name

• Owner

• Start/end Date

• Scope/Value

• Documentation

People

• "Project Manager"

• Skills / Exp

• Certification

• Culture

Governance

• Organization Structure

• Documentation requirements

Technology

• Project Tracking

• Collaboration tools

• Document Management

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PMO - Example

Organization: MNC – IT Organization

Challenges:

• Poor visibility into project progress

• Late escalations

• Impact

1. Inaccurate revenue forecast

2. Resource utilization/planning

3. Increase project cost

Implementation:

• PMO coordinator

• Weekly review of project status

• Traffic Light Report

• Escalation

Lessons Learned:

• Simplify reporting (Excel, …)

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PMO - Example

Organization: Local – IT Organization

Challenges:

• Change in revenue recognization

• Multiple manual reporting systems

• Impact

1. Heavy reporting effort

2. Accuracy

Implementation:

• Project Online

• Product Training

• Tools adoption

Lessons Learned:

• Be clear about the PMO objectives

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PMO - Example

Organization: Local – Construction

: (Top 5)

Challenges

• Heavy manual reporting

• Delay / Inaccurate data

• Need to integrate with 3rd party

(Sales, Marketing)

Implementation:

• Project Server

• Integration

• Tools adoption

Lessons Learned:

• Be clear about the PMO objectives

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PMO - Example

Organization: International– Non-Profit

Challenges

• Poor or No PM practice

• No tools (Excel or nothing)

• No consistency

• No visibility

• …

Implementation:

• Project Online

• Training/Workshop

• Tools adoption

• PMO Operation

Lessons Learned:

• Budget (long term)

• “AS IS” situation important

• 2 Days Workshop very productive

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Project Online Overview

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Microsoft Office 365 services

www.office365.com SaaS/Software As A Service

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Target Audience

For team members, project participants, business decision makersProject Online

Microsoft Project Online services

Office 365 Service

Project Pro for Office 365

For project managers, resource managers, PMO, business decision makers

For project managers, resource managers

Page 29: PMO Setup with Microsoft Project Online

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Project Online - top 10 benefits

1. Online Project Portfolio Management (PPM)

2. Get Started Quickly

3. Take Action

4. Improve Governance And Control

5. Effectively manage resources

6. Strengthen everyday collaboration

7. Seamlessly communicate

8. Make data-driven decisions

9. Improve IT Management

10. Quickly Innovate

Page 30: PMO Setup with Microsoft Project Online

page 30Project

Terms

Plans

Provisioning

Tenant

Project Online

Project Web App

Project Pro for Office 365

Project Online with Project Pro for Office 365

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Plan Description Target users

Project Online Essentials1

•Web-based interface for team members•Update tasks, issues, and risks•Submit timesheets•Share documents and collaborate with Skype for Business presence

Team members

Project Online Professional

1All of the Project Online Essentials functionality, plus:•Rich user interface through desktop client•Anytime/anywhere access through Web interface•Project scheduling and costing•Resource management•Publishing projects to the cloud•Includes the most current version of the Project desktop application, instantly streamed to your Windows PC.•Each subscription license allows for up to five concurrent installations of the Project desktop application.

Project managers

Project Online Premium1

All of the Project Online Professional functionality, plus:•Portfolio selection and optimization•Demand management•Enterprise resource management•Out-of-box portfolio reports

Portfolio and resource managers

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https://technet.microsoft.com/en-us/library/project-online-service-description.aspx

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Example:

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Example:

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Power BI

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Power BI

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PM Education: Workshop

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Recommended Material

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Links

MS Project Online:

• https://products.office.com/en-us/project/compare-microsoft-project-

management-software?tab=1

• https://technet.microsoft.com/en-us/library/project-online-service-description.aspx

• https://blogs.office.com/en-us/project/

• https://mva.microsoft.com/en-US/training-courses/it-project-and-portfolio-

management-in-the-cloud-14060

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Q&A and Discussion

#project #process #change

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Thank You !

Interim Management Software Emotional Inspiration

Training and Development Consulting CoachingAbout us

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