Project Server 2010 Demand Management (Part 3 of 4)

Tim Cermak, PMPManmeet Chaudhari, MVPAdvisicon, Inc.www.Advisicon.com

Project Server 2010 – Demand Management WebcastsWhat to Expect

• Overview (Part 1 of 4) – May 4th• Create and Select Phases (Part 2 of 4) – May 11th• Plan, Manage, and Close Phases (Part 3 of 4) – May

17th• Test the Theory and Review (Part 4 of 4) – May 25th

Upcoming and recorded webcasts/podcasts:www.microsoft.com/events/series/epm.aspx

Built using Microsoft® Project Professional 2010 ©

May 9, '10 May 16, '10 May 23, '10

Microsoft® Project Server 2010: Demand Management webcastsMay 4 - May 25

OverviewMay 4

Create and Select PhasesMay 11

Plan, Manage, and Close Phases

May 17

Test the Theory and ReviewMay 25

Agenda• Short Recap• Introduction• Demand Management Plan • Demand Management Manage• Demand Management Close• Recap and Questions

3

RecapProgram Management Lifecycle Demand Management Create Phase Demand Management Select Phase

Recap - How to Turn Ideas into Results

Project/Program Lifecycle Management (PLM):• Logical sequence of activities to accomplish the

predefined goals or objectives

• Consists of multiple phases and stages

• Phases help in efficient planning, organizing resources

• PLM objectively measures achievement of goals and justify their decisions to move ahead, correct, or terminate

Recap - Project Management Lifecycle States

Project Initiation

Project Planning

Project Execution

Project Closure

Select

Plan

Manage

Close

Rejected Ideas

Create

• Demands• Requirements• Ideas

Recap - PLM States – Create and Select Phases

What is it to Create• The first stage, evolving a business idea in

project terms which becomes the baseline for funding approval

• During Create, teams can outline:– The scope of the project – The approach to be taken to deliver the

desired outputs

Key capabilities

• Develop a Business Case

• Undertake a Feasibility Study

• Establish the Project Charter

• Appoint the Project Team

• Set up the Project Office

• Perform Phase Review

Create

What is it to Select• Identify the optimal set of projects based on

– Business Drivers– Constraints

• Facilitates alignment of financial decisions with organization’s strategic goals

Key capabilities• Define and communicate the business strategy

• Drive executive consensus around business driver priorities

• Objectively prioritize competing projects from multiple dimensions

• Identify the optimal portfolio under varying budget and portfolio constraints

• Effectively communicate tradeoffs

• Maximize resource utilization and ensure enough resource capacity

Select

Create and Select Is Top-Down Management

Portfolio Prioritization

Capacity Planning

Demand Management

Portfolio Optimization

Portfolio Reporting

Business Case Definition

Create Select

Initiate Plan

Execute, Control, and Close Is Bottom-Up Management

Execute Control Close

Plan CloseManage

Project Scheduling

Issues and Risk Management

Project Reporting

Team Collaboration

Time Reporting

Resource Management

Closure will:• Finalize project documents• Capture the knowledge• Lessons learned• Final sign-off• Communication• Continuity planning

Project Lifecycle

Portfolio Prioritization

Capacity Planning

Demand Management

Portfolio Optimization

Portfolio Reporting

Business Case Definition

Create Select

Initiate Plan

Bottom-Up Project

Management

Project Scheduling

Issues and Risk Management

Project Reporting

Team Collaboration

Time Reporting

Resource Management

Execute Control Close

Top-DownPortfolio

Management

Plan CloseManage

Taking Action

Execute Control Close

Design Implement Commission

Plan Manage Close

PLM States – Plan Phase

Project Planning

What is it to Plan• Create a thorough project plan

– Phases– Dependencies– Milestones

• Resource Management– Identify resources– Assign resources

Key capabilities• Identify gaps between overall resource

availability and demand at the skill level

• Finalize and release road map and headcount requirements to maximize resource utilization

• Search for team members with availability and assign to project

• Finalize plan and baseline before moving into execution

EXAMPLE – This phase will create:• Resource Plan• Project Plan• Financial Plan• Quality Plan• Risk Plan• Acceptance Plan• Communications Plan

Plan

13

DEMO

PLM States – Manage Phase

Project Execution

What is it to Manage• Involves the ongoing monitoring

of the selected projects and programs

• Track project progress against baseline

• Quality delivery of projects is typically measured in terms of

– Scope– Budget– Schedule

Key capabilities• Collaborate to effectively deliver

selected projects • Proactively monitor portfolio

performance and visualize trends • Drill down to the project level to assess

risks, issues, and status • Track and compare budget, actual, and

forecast values; and make corrective actions to improve project performance

• Re-optimize the portfolio to maintain alignment with business strategy

RESULTS - This initiative will manage:• Actuals• Change control• Status reporting• Forecasts• Issue/Risk management• Visibility

Manage

15

DEMO

PLM States – Closure Phase

Project Closure

What is it to Closure• This is the last stage of PLM

• Close out each major phase of the project

• Identify lessons learned in the project

Key capabilities• Match the deliverables with stated

goals of project

• Capture critical knowledge

• Ensure the team is satisfied and feels a sense of completion

• Release project resources

EXAMPLE RESULTS:• A formal acceptance of the final

product by the client• Rewarding the team• A formal project closure notification

to higher management

Close

Create

• Understand stakeholder interests and expectations• Establish a shared high-level understanding of the proposed project and its

intended results

Select

• Thoroughly plan the project activities, schedule, and resource requirements• Provide more detailed information to senior management for discussion and

approval

Plan

• Mobilize the team to execute the Project Plan• Control the execution of the Project Plan• Communicate with stakeholders

Manage

• Report project status• Update the Project Plan, Schedule, Budget, and Business Case as needed

Close

• Assess the success of the project• Undertake administrative close-out• Transfer knowledge to the permanent organization

Keys to Success – Call to Action

• Strong partnership with Microsoft

• Secure competent technology and business partners

• Plan to acquire the knowledge and know-how

• Commitment of Stakeholder Classes to execution of strategic objectives

Demand Management Developer Content

• Webcasts– Project 2010 Workflow Deep Dive (Part 1 of 2): PWA and

Admin Experience – May 12th

– Project 2010 Workflow Deep Dive (Part 2 of 2): Workflows in Visual Studio – May 26th

– Project 2010 Tailored Tools for Workflow Creation – June 1st

– www.microsoft.com/events/series/epm.aspx?tab=webcasts

• Microsoft® Developer Network (MSDN®) software developmentkit (SDK)– Developing Project Server Workflows– http://msdn.microsoft.com/project

- Resources

• Product information and trial download– www.microsoft.com/project/2010/ – Project Team Blog http://blogs.msdn.com/project/

• Interactive content - Videos , Sessions, and Webcasts – www.microsoft.com/showcase/en/US/channels/microsoftproject/– www.microsoft.com/events/series/epm.aspx

• Project Professional 2010 and Project Server 2010 Demo Image: – Download: http://go.microsoft.com/?linkid=9713956 – Hosted Virtual Lab: http://go.microsoft.com/?linkid=9713654

• IT professional related– TechCenter @ TechNet http://technet.microsoft.com/ProjectServer/ – Admin Blog http://blogs.technet.com/projectadministration/

• Developer related – Developer center @ MSDN http://msdn.microsoft.com/Project/ – Programmability blog http://blogs.msdn.com/project_programmability/

• Additional questions? Project 2010 Forums!– http://social.msdn.microsoft.com/Forums/en-US/category/projectserver2010,projectprofession

al2010/

• Microsoft® SharePoint® 2010– http://sharepoint.microsoft.com

FORUMSProject Professional 2010• General Questions and AnswersProject Server 2010 • General Questions and Answers• Setup, Upgrade, Administration, and

Operation• Customization and Programming

Questions and Answers

• Submit text questions using the “Ask” button• Don’t forget to fill out the survey• For upcoming and previously live webcasts:

www.microsoft.com/webcast • Got webcast content ideas? Contact us at:

http://go.microsoft.com/fwlink/?LinkId=41781

© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista 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.

© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista 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.