How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork

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This document outlines steps for setting up a program portfolio for an executive team in SharePoint. It discusses creating: 1) A project management office overview dashboard to provide summaries and links to other dashboards. 2) Program/department level dashboards to report on related projects, timelines, and links to more detailed data. 3) Organization-wide dashboards to report the most important summary data on programs and departments. It also recommends identifying key performance indicators and metrics and setting up automated reporting of selected data on a regular frequency.

Logiciels

How to Set Up a Program Portfolio for an Executive Team in SharePoint
David J. Rosenthal
President & CEO
Atidan
David.Rosenthal@Atidan.com
Your Presenter:
We will be starting at 11am PT / 2pm ET
Twitter Chat: #ProgramPortfolio

Logistics for Today’s Webcast
•Use your computer or any voice line for WebEx Audio
•Select ‘I will call in’ for USA and Global numbers
•Questions and Answers
•Impractical to take questions on the phone throughout - sorry!
•Your phone has already been put on mute for now to avoid accidental background noise
•We will answer questions at the end as follows:
•WebEx –Chat panel
•After the webcast -extra questions to brightwork@atidan.com
•Remember to go to the “full screen” –pull down menu on top right, select ‘View’ and ‘Full Screen’

2. Program/Department level Dashboards
Today:
3. Organization-wide Dashboards including Exception Reporting
5. Automated Reporting
1. Project Management Office Overview
4. Key Performance Indicators and Metrics

PMOOverview
Provide a Summary of the most important information first
Use Charting and other graphical indicators
Add easy to find links to connect to other dashboards
Always ask for feedback and ideas

Program/ Department
Level
Dashboards
Be Program/Department specific -roll up a series of related projects
Provide timelines for both the projects and the overall program
Provide links to more dashboards
1.
2.
3.

3. Organization-wide Dashboards including Exception Reporting

Organization -wideDashboards
Target the most important data to report
Provide Summaries of Programs and Departments
1.
2.

4. Key Performance Indicators and Metrics

Key Performance Indicators
Identify the Metrics or KPIs that you want to measure as the success criteria for your projects
Start small with one or two KPIs (Health & Schedule)
Add more as your Project Management processes evolve
Deploy scorecards to give visibility of metrics history.
1.
2.
3.
4.

AutomatedReporting
Start with a single report
Select a report that requires additional visibility
Select the audience for this report
Decide the frequency it should be sent

SharePoint Solution
Project and Portfolio Management
Delivers Immediate Visibility & Control
Flexible to Evolve and Mature as Needed
What is BrightWork?

Thank You For Attending!
Want to learn more about how to Set Up a Program Portfolio for an Executive Team in SharePoint?
brightwork@Atidan.com
1-215-825-5045 x5001
Check out www.atidan.comand www.BrightWork.comto get a Free Trial and Training!

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In the past six months, the AI landscape has undergone a massive transformation, ushering in a new era of productivity with the latest in Large Language Models (LLMs) and AI technology. This deep dive unlocks how to: Create CustomGPT Models: No coding needed to tailor AI for your unique projects. Integrate your own data, including PDFs and Excel sheets, making information handling a breeze. Plus, discover how to call your own actions/integrations for even more personalized utility. Navigate Advanced Prompting: Overcome AI's memory limits and utilize Retrieval-Augmented Generation for accessing your personalized data, streamlining how you interact with AI. Stay Ahead with AI Trends: Peek into the evolving world of LLMs, featuring newcomers like Google Gemini, Anthropic Claude, Open Sora, and Twitter Grok, and understand what their advancements mean for your productivity. Witness Real-Life Transformations: Through examples and prompt demonstrations, see firsthand how these AI strategies revolutionize routine tasks, from data analysis to content creation. Learn to leverage image output and input for advanced practical use cases, adding a new dimension to your productivity toolkit. No previous coding or AI experience is needed for this talk. Stay ahead in the fast-evolving world of work. Embrace the AI revolution and transform your workflow with advanced LLM techniques. Join us to ensure you're not left behind in the productivity race.

AI Mastery 201: Elevating Your Workflow with Advanced LLM Techniques

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Investing in AI transformation today The modern business advantage: Uncovering deep insights with AI Organizations around the world have come to recognize AI as the transformative technology that enables them to gain real business advantage. AI’s ability to organize vast quantities of data allows those who implement it to uncover deep business insights, augment human expertise, drive operational efficiency, transform their products, and better serve their customers

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The fast-paced world of Agile development just got a turbo boost! Dive into this engaging talk on "Innovation at Speed: ChatGPT & the AI Transformation in Agile Development." Over the last few months, AI, including notable tools like Google Bard and Microsoft Co-Pilot, has been leveraged to supercharge Agile workflows. In this session, attendees will get an overview of the current AI landscape and its impact on development. They will learn why AI is the game-changer needed to embrace in the Agile lifecycle, offering that elusive X factor to multiply productivity. Real-world examples will be presented, and the challenges of implementing AI tools like ChatGPT within corporate environments will be discussed.

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How to Set Up a Program Portfolio for an Executive Team in SharePoint by Atidan and BrightWork

1. How to Set Up a Program Portfolio for an Executive Team in SharePoint David J. Rosenthal President & CEO Atidan David.Rosenthal@Atidan.com Your Presenter: We will be starting at 11am PT / 2pm ET Twitter Chat: #ProgramPortfolio

2. Logistics for Today’s Webcast •Use your computer or any voice line for WebEx Audio •Select ‘I will call in’ for USA and Global numbers •Questions and Answers •Impractical to take questions on the phone throughout - sorry! •Your phone has already been put on mute for now to avoid accidental background noise •We will answer questions at the end as follows: •WebEx –Chat panel •After the webcast -extra questions to brightwork@atidan.com •Remember to go to the “full screen” –pull down menu on top right, select ‘View’ and ‘Full Screen’

3. 2. Program/Department level Dashboards Today: 3. Organization-wide Dashboards including Exception Reporting 5. Automated Reporting 1. Project Management Office Overview 4. Key Performance Indicators and Metrics

4. 1. Project Management Office Overview

5. PMOOverview Provide a Summary of the most important information first Use Charting and other graphical indicators Add easy to find links to connect to other dashboards Always ask for feedback and ideas

6. PMO Overview

7. 2. Program/Department level Dashboards

8. Program/ Department Level Dashboards Be Program/Department specific -roll up a series of related projects Provide timelines for both the projects and the overall program Provide links to more dashboards 1. 2. 3.

9. Program/Department Level Dashboards

10. 3. Organization-wide Dashboards including Exception Reporting

11. Organization -wideDashboards Target the most important data to report Provide Summaries of Programs and Departments 1. 2.

12. Organization-wide Dashboards

13. 4. Key Performance Indicators and Metrics

14. Key Performance Indicators Identify the Metrics or KPIs that you want to measure as the success criteria for your projects Start small with one or two KPIs (Health & Schedule) Add more as your Project Management processes evolve Deploy scorecards to give visibility of metrics history. 1. 2. 3. 4.

15. Key Performance Indicators

16. 5. Automated Reporting

17. AutomatedReporting Start with a single report Select a report that requires additional visibility Select the audience for this report Decide the frequency it should be sent

18. Automated Reporting

19. SharePoint Solution Project and Portfolio Management Delivers Immediate Visibility & Control Flexible to Evolve and Mature as Needed What is BrightWork?

20. The BrightWork Approach

21. Demo Time!

22. Free Resources and Free Advice

23. Thank You For Attending! Want to learn more about how to Set Up a Program Portfolio for an Executive Team in SharePoint? brightwork@Atidan.com 1-215-825-5045 x5001 Check out www.atidan.comand www.BrightWork.comto get a Free Trial and Training!

24. Please use the Chat Pane in Webexto Ask Questions! ASK QUESTION NOW!

25. www.brightwork.com

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