1. PMO PROCESSES AND TOOLS
Matthew Jones
Published: May 21, 2015
QUALITY ASSURANCE OF PROGRAMS
VIA PORTFOLIO REPORTING

2. Quality Questions… And a Solution
• Do you or your program want a
portfolio report, with or without
Project Server?
– Are you frustrated with the limitations of
Project Server to give you what you
want?
• Does your program have a single line
item that tells the story of each
project?
• Do your program managers want
automated reports that monitor
project health?
• Do you want to know when and why
your projects will run over budget?
Do you want a “win” with the client?

3. PMO Portfolio Tools
To ensure program efficiency, effectiveness, health and
stability, what if
• Instead of manually assembling data from schedules,
dashboards, or a spreadsheet,
• You could generate fast, automated reports from schedules
and other sources, with standard MS Office tools,
providing:
– Project managers with a tool to
correct / prevent program
issues before they are flagged
– Program managers with
metrics to gauge budget,
schedule, and risk/issue health
across the entire program
Continual Process Improvement

4. PMO Portfolio Report
• Metrics for each project that tells each project’s story.
• An automated output with data directly from the
schedules, the risk workspaces, actuals – all collected in
one report!
• Trends and graphics

5. PMO Portfolio Analysis
• Does your program have a tool to deliver a
snapshot of project health across all projects?
• Imagine identifying successes at a
glance!
• Imagine identifying program
challenges in one automated report.
• Imagine going to the client with data-
driven metrics showing real program
status!

6. PMO Portfolio Variances
• Do you want a tool that gives you insight into the real
causes of your schedule variances?
– Assemble historical data to plan your next projects
– Walk into client meetings with real data to dispel myths and
false perceptions
– Create schedules that will meet and exceed expectations!

7. SUMMARY
• Why implement PMO Portfolio tools?
– Reduce time and effort on Program management
– Increase quality and consistency of schedules
– Empower your project managers
– Monitor and produce meaningful program-wide metrics
– Impress your client
• No more excuses! Free your resources’ time to
manage and produce high-quality schedules. Let
me guide your PMO success today!

8. ABOUT THE AUTHOR
Matthew Jones lives in Alexandria, VA, with his
beloved wife and young son. When not doing
his fair share of the cooking, laundry or
preschool responsibilities, he enjoys applying
his experience in project management and
expertise in Project Server, MS Office tools,
and VBA toward full or part time solutions.
Contact him at
https://www.linkedin.com/in/matthewpjones