Effectively Leverage Project 2010 w/ SharePoint 2010 for PM Success

Effectively Leverage Project 2010 w/ SharePoint 2010 for PM Success

• 1.
  Effectively Leverage Project2010 with SharePoint 2010 for Project Management Success Dux Raymond Sy, PMP Watch Recording: http://vimeo.com/19815013
• 2.
  Presentation Objectives ¡  Inthis presentation, you will learn how to ¡  Assess your project management maturity ¡  Create a SharePoint-based Project Management Information System (PMIS) ¡  Integrate Microsoft Project information with SharePoint ¡  Empower a project team to collaboratively share relevant information ¡  Build a project management dashboard in SharePoint Twitter: @meetdux #sptechcon #sp4pm
• 3.
  Innovative-e ¡  Inspire, Lead,and Be the Catalyst of Organizational Transformation ¡  Expertise ¡  SharePoint for Project Management ¡  Project Management for SharePoint ¡  Custom SharePoint Solutions Development ¡  Microsoft Gold Partner ¡  World Class Team ¡  Industry recognized thought leadership – published authors, instructors, speakers ¡  Seasoned executive management ¡  PMPs, Six Sigma, SOX, ITIL, COBIT, RUP, MSCDs, MVP Twitter: @meetdux #sptechcon #sp4pm
• 4.
  Dux Raymond Sy,PMP ¡  Managing Partner, Innovative-e, Inc. ¡  SharePoint Server MVP ¡  Author, “SharePoint for Project Management” by O’Reilly Media ¡  For more information, connect with Dux ¡  E-Mail: [email protected] ¡  Twitter: twitter.com/meetdux ¡  LinkedIn: meetdux.com/li ¡  Blog: meetdux.com Twitter: @meetdux #sptechcon #sp4pm
• 5.
  Agenda ¡  Is MicrosoftProject with SharePoint the Silver Bullet? ¡  Effectively Initiating and Planning Projects ¡  Facilitating Efficient Team Collaboration ¡  Tracking and Reporting Relevant Project Status ¡  Questions and Answers Twitter: @meetdux #sptechcon #sp4pm
• 6.
  Look Familiar? Courtesy of NicksTrafficTricks.com Twitter: @meetdux #sptechcon #sp4pm
• 7.
  Let’s Get Prioritiesin Order ¡  Tools don’t run projects ¡  Relevant project management process ¡  Responsible and accountable people ¡  Realize that Microsoft Project and SharePoint are tools ¡  Relevant project management process is necessary ¡  Project definition and initial planning is needed prior to using these tools ¡  Project Charter ¡  High-level Scope ¡  Work Breakdown Structure (WBS) Twitter: @meetdux #sptechcon #sp4pm
• 8.
  Project Management Maturity Level  1:  Ini+al   Level  2:  Repeatable   Level  3:  Defined   •  No PM •  Basic PM PEOPLE •  PM Certification background training •  Automated •  PM Process workflows , PROCESS •  Ad-hoc Standardized portfolio reporting •  Templates, Scheduling and •  Paper, Word, TOOLS Collaboration •  EPM Tool Excel, Email Tool Twitter: @meetdux #sptechcon #sp4pm
• 9.
  What is MicrosoftProject 2010? ¡  A project management tool that supports ¡  Project Schedule development and management ¡  Planning ¡  Tracking ¡  Resource Management ¡  Project Reporting ¡  It assumes that you are familiar with a project management process Twitter: @meetdux #sptechcon #sp4pm
• 10.
  What is MicrosoftSharePoint 2010? ¡  The business collaboration platform for the enterprise and the web ¡  Provides collaborative project management tools to ¡  Centralize project artifacts ¡  Streamline communication ¡  Generate relevant reports ¡  Interact with other Microsoft tools Twitter: @meetdux #sptechcon #sp4pm
• 11.
  What’s a PMIS? ¡ A Project Management Information System (PMIS) is a standardized set of automated project management tools available within the organization and integrated into a system ¡  Used by the project management team to ¡  Support the generation and maintenance of project artifacts ¡  Facilitate communication and feedback ¡  Monitor project activities ¡  Control project changes ¡  Analyze and forecast project performance ¡  Contains real-time information essential for initiating, planning, executing, controlling, and closing a project Twitter: @meetdux #sptechcon #sp4pm
• 12.
  Agenda ¡  Is MicrosoftProject with SharePoint the Silver Bullet? ¡  Effectively Initiating and Planning Projects ¡  Facilitating Efficient Team Collaboration ¡  Tracking and Reporting Relevant Project Status ¡  Questions and Answers Twitter: @meetdux #sptechcon #sp4pm
• 13.
  Create PMIS UponProject Definition ¡  Project definition specifies the five w’s of the project and success criteria ¡  As soon as a project is defined, create a SharePoint site to serve as the PMIS ¡  Central repository for relevant project artifacts ¡  Controlled access to stakeholders ¡  Ideally, a SharePoint PMIS site template is utilized Twitter: @meetdux #sptechcon #sp4pm
• 14.
  How to GetStarted with Project Planning ¡  The initial Work Breakdown Structure (WBS) has to be developed prior to utilizing Microsoft Project ¡  A WBS is a deliverable based grouping of project tasks ¡  An effective way to define and organize all of the work required to complete a project Project Planning 101: http://go.meetdux.com/v3qx Twitter: @meetdux #sptechcon #sp4pm
• 15.
  Create Microsoft ProjectPlan ¡  Once the WBS is created, create Microsoft Project Plan Watch: Effectively Planning, Tracking & Controlling Projects with Microsoft Project 2010 http://bit.ly/aB9vEi Twitter: @meetdux #sptechcon #sp4pm
• 16.
  Agenda ¡  Is MicrosoftProject with SharePoint the Silver Bullet? ¡  Effectively Initiating and Planning Projects ¡  Facilitating Efficient Team Collaboration ¡  Tracking and Reporting Relevant Project Status ¡  Questions and Answers Twitter: @meetdux #sptechcon #sp4pm
• 17.
  Project Collaboration ¡  Whatare typical collaborative activities project team members engage in? Twitter: @meetdux #sptechcon #sp4pm
• 18.
  SharePoint Provides CollaborationTools ¡  Information Management ¡  Centralized Storage ¡  Version Control ¡  Check-in / Check-out ¡  Project Activities ¡  Requirements Gathering ¡  Meetings ¡  Documenting Lessons Learned ¡  Microsoft Office Integration Twitter: @meetdux #sptechcon #sp4pm
• 19.
  Example: SharePoint Calendarin Outlook Twitter: @meetdux #sptechcon #sp4pm
• 20.
  Agenda ¡  Is MicrosoftProject with SharePoint the Silver Bullet? ¡  Effectively Initiating and Planning Projects ¡  Facilitating Efficient Team Collaboration ¡  Tracking and Reporting Relevant Project Status ¡  Questions and Answers Twitter: @meetdux #sptechcon #sp4pm
• 21.
  What are youtracking? ¡  Typical areas that are tracked ¡  Schedule ¡  Budget ¡  Change ¡  Project tracking entails ¡  Monitoring ¡  Analyzing ¡  Correcting Twitter: @meetdux #sptechcon #sp4pm
• 22.
  Leveraging Microsoft Projectwith SharePoint? ¡  With Microsoft Project 2010 ¡  Schedule can be synched with a SharePoint project task list ¡  Custom fields can be synchronized as well ¡  This means that ¡  Project resources can enter updates in SharePoint ¡  Project managers can synchronize updates with Project ¡  Custom field information can be used to generate reports Project 2010 Sync with SharePoint: http://bit.ly/YJthK Twitter: @meetdux #sptechcon #sp4pm
• 23.
  Creating Reports orDashboards ¡  Information from the project task list can be displayed in a dashboard through web parts ¡  SharePoint 2010 comes with out of the box charting web parts Twitter: @meetdux #sptechcon #sp4pm
• 24.
  Controlling Changes withWorkflow ¡  Change request forms can be created with custom lists ¡  Workflows can be leveraged to facilitate the change control process Twitter: @meetdux #sptechcon #sp4pm
• 25.
  Agenda ¡  Is MicrosoftProject with SharePoint the Silver Bullet? ¡  Effectively Initiating and Planning Projects ¡  Facilitating Efficient Team Collaboration ¡  Tracking and Reporting Relevant Project Status ¡  Questions and Answers Twitter: @meetdux #sptechcon #sp4pm
• 26.
  Questions? E-Mail: [email protected] LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetdux How did you like the presentation? http://meetdux.com/feedback Twitter: @meetdux #sptechcon #sp4pm
• 27.
  Thank You!