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Project Server 2010 Demand Management (Part 2 of 4) Tim Runcie, MCTS, MVP,  PMP Advisicon, Inc. www.Advisicon.com
Create and Select PhasesMay 11 Test the Theory and ReviewMay 25 May 9, '10 May 16, '10 May 23, '10 Microsoft® Project Server 2010: Demand Management webcastsMay 4 - May 25 Plan, Manage, and Close PhasesMay 17 OverviewMay 4 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 Upcomingand recorded webcasts/podcasts: www.microsoft.com/events/series/epm.aspx Built using Microsoft® Project Professional 2010 ©
Agenda ,[object Object]
Introduction: Ideas Turned to Results
Demand Management Create
Demand Management Select
Recap and Questions3
Recap Demand Management:  What is it and Why Do I need it
Recap on Demand Management & EPM 2010 Quick Recap: Demand Management is needed by Organizations to Address both Portfolio & Strategic Planning You can’ do when you don’t have Using Project Server 2010 to address Demand Management Meta Data Connected & Accessible The Right Ingredients:  EW + FD – CC(Existing Work Tied to Future Demand Needs cross checked with current capacity) Automating Workflows around existing & new business processes (automating manual work) Dashboards, Dashboards Dashboards (tied to real-time metrics)
Introduction Demand Management:  What is it and Why Do I need it
How to Turn Ideas Into Results Project/Program Lifecycle Management (PLM): Logical sequence of activities to accomplish the pre-defined 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
Project Management Lifecycle States  Rejected Ideas ,[object Object]
Requirements
IdeasSelect Manage Close Create Plan
Create and Select is Top Down Management Create Select Business Case Definition Demand  Management Portfolio Prioritization Portfolio  Optimization Portfolio  Reporting Capacity   Planning
PLM States – Create Phase  What is it to Create It is the very first stage A business idea is evolved in project terms It outlines: The scope of the project  The approach to be taken to deliver the desired outputs It becomes the baseline for funding approval 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
11 DEMO – Create
PLM States --- Select Phase 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 What is it to Select Identify the optimal set of projects based on Business Drivers Constraints  Facilitates alignment of financial decisions with organizations strategic goals Select RESULTS -- This initiative will: ,[object Object]

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Webcast Part2 Select And Create Phase V2.5

  • 1. Project Server 2010 Demand Management (Part 2 of 4) Tim Runcie, MCTS, MVP, PMP Advisicon, Inc. www.Advisicon.com
  • 2. Create and Select PhasesMay 11 Test the Theory and ReviewMay 25 May 9, '10 May 16, '10 May 23, '10 Microsoft® Project Server 2010: Demand Management webcastsMay 4 - May 25 Plan, Manage, and Close PhasesMay 17 OverviewMay 4 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 Upcomingand recorded webcasts/podcasts: www.microsoft.com/events/series/epm.aspx Built using Microsoft® Project Professional 2010 ©
  • 3.
  • 8. Recap Demand Management: What is it and Why Do I need it
  • 9. Recap on Demand Management & EPM 2010 Quick Recap: Demand Management is needed by Organizations to Address both Portfolio & Strategic Planning You can’ do when you don’t have Using Project Server 2010 to address Demand Management Meta Data Connected & Accessible The Right Ingredients: EW + FD – CC(Existing Work Tied to Future Demand Needs cross checked with current capacity) Automating Workflows around existing & new business processes (automating manual work) Dashboards, Dashboards Dashboards (tied to real-time metrics)
  • 10. Introduction Demand Management: What is it and Why Do I need it
  • 11. How to Turn Ideas Into Results Project/Program Lifecycle Management (PLM): Logical sequence of activities to accomplish the pre-defined 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
  • 12.
  • 15. Create and Select is Top Down Management Create Select Business Case Definition Demand Management Portfolio Prioritization Portfolio Optimization Portfolio Reporting Capacity Planning
  • 16. PLM States – Create Phase What is it to Create It is the very first stage A business idea is evolved in project terms It outlines: The scope of the project The approach to be taken to deliver the desired outputs It becomes the baseline for funding approval 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
  • 17. 11 DEMO – Create
  • 18.
  • 23.
  • 24. 14 DEMO -- Select
  • 25. Summary Project Server 2010 Project Lifecycle Create and Select Standards to organize ideas and enable proposed project visibility Accessible proposal types to promote collaboration and ideas Adopt business case processes that meets needs of multiplestakeholders and different types of projects Workflows and structure to provide visibility to the appropriate stakeholders for prioritization
  • 26.
  • 28.
  • 29. © 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.

Notes de l'éditeur

  1. Capture all requests, from work orders to discretionary projects Standardize metrics, valuation criteria and templates Control investment through governance workflow
  2. Create the caseAnalyses and determine best scenarioEnsures project/initiative aligns with the strategic objectivesFeasibility of support (Sponsor/Stakeholders)Financial and organizational benefitsPresent business caseThe proposal and supporting justification for doing a project, delivered to upper management in the form of a presentation and supporting written report. The complete Business Case is made up of the following 2 deliverables:· Business Case Report · Business Case Presentation See the definitions of these two deliverables for the detailed content description of the Business Case.Tips and TricksWhen you are developing the business case, the first step is to make sure that the deliverables of the initiative are actually aligned to the strategic business objectives.  If they aren’t, then your business case will be dead in the water before you even start to build it.  Use the following questions as a high-level guide to help to determine if there is alignment between the initiative and the business objectives.  Define the Initiative What is it you actually want to create or accomplish?  Is it a project? A program? An operational upgrade?  Evaluate the problemWhat is the objective?  What are the requirements? What is the strategy of how the business case will be developed? Define the Scope and Boundaries What is the time period for it? Who will be affected? What are the included and excluded costs? What is the scope of the analysis? At this early stage, if you are unable to answer any of these questions at the high level, you may need to take more time to research the initiative.  The more clearly and simply you are able to answer these questions, the greater the likelihood of the success of the business case.  
  3. Define Strategic priorities Develop Business DriversSet Impact standardsUnderstand constraints and analysis