Project & Portfolio Management
(PPM) Solution Planning:
Kick-off / Agenda
Software Assurance Planning Services
2
Engagement Goals
• To be completed by partner
• Facilitate workshops and knowledge transfer to capture
customer business objectives, and produce guidance towards:
• Prioritization of customer needs.
• Effective implementation and adoption path based on needs.
• Corresponding configuration of Microsoft’s PPM offering.
3
5-Day
Agenda
Planning, Design, and Proof of Concept
4
Envisioning, Planning and Design
Day 1 Agenda – Business objectives alignment
Time Topic
Description
Target Audience
9:00 AM Intro/Kick-off
Review DPS agenda and goals
Business, PMO, IT
9:30 AM Key business objectives
Key stakeholders involved to provide a dialogue of
their business objectives for the PPM
Business, PMO, IT
Presentation (.PPT) of Microsoft’s PPM solution
Business, PMO, IT
Demonstration focused on processes and solution
modules which best address customer business
objectives.
Business, PMO, IT
10:30 AM Break
10:45 AM PPM Presentation and Overview
12:00 PM Lunch
Deep dive discussion and PPM solution
1:00 PM
walkthrough
2:30 PM Break
2:45 PM Deep dive discussion - continued
4:00 PM Review/Next Steps
5
4:30 PM Deliverables and documentation
Business, PMO, IT
Agenda setting and focus area decisions
Capture dialogue into deliverable documentation:
•
•
Key business objectives
Challenges, concerns, and expectations
Business, PMO, IT
Partner
Envisioning, Planning and Design
Day 2 Agenda – Technology Decisions
Time Topic
9:00 AM Review and Agenda Confirmation
9:30 AM
PPM: Server/O365 Delta: Customer
infrastructure needs and policies
Description
Target Audience
Review DPS agenda and goals
IT, PMO, Business
Discussion of the customer’s specific infrastructure,
IT, PMO, Business
policies, toolsets in use, etc.
10:30 AM Break
PPM configuration: Authentication,
10:45 AM Security, LOB System Integration,
Customization, etc.
Discussion on IT needs to support business
objectives.
Optional discussion on differences between Project
Server and Project Online.
IT, PMO
12:00 PM Lunch
1:00 PM PPM configuration - Continued
Continued
IT, PMO
2:45 PM PPM configuration - Continued
On premises architecture planning (if required)
IT, PMO
4:00 PM Review/Next Steps
Summary and consent
IT, PMO, Business
4:30 PM Deliverables and documentation
Capture dialogue into deliverable documentation
Partner
2:30 PM Break
6
Envisioning, Planning and Design
Day 3 Agenda – Strategy Alignment
Time Topic
Description
Target Audience
9:00 AM Review and Agenda Confirmation
Review DPS agenda and goals
Business, PMO
9:30 AM Portfolio Demand Management
Strategic Alignment and Portfolio management
Business, PMO
Project intake, workflows, templates, PDPs
Business, PMO
Reporting for PMs, PMOs, RMs, Executives
Business, PMO
Reporting for PMs, PMOs, RMs, Executives
Business, PMO
10:30 AM Break
10:45 AM
Portfolio Demand Management continued
12:00 PM Lunch
1:00 PM Reporting and BI
2:30 PM Break
2:45 PM Reporting and BI - Continued
4:00 PM Review/Next Steps
4:30 PM Deliverables and documentation
7
Business, PMO
Capture dialogue into deliverable documentation
Partner
Envisioning, Planning and Design
Day 4 Agenda – Reporting and BI
Time Topic
Description
Target Audience
9:00 AM Review and Agenda Confirmation
Review DPS agenda and goals
Business, PMO
9:30 AM Enterprise Project Management
Project planning and scheduling, views, KPIs
Business, PMO
Project planning and scheduling, views, KPIs
Business, PMO
Resource types, capacity, demand
Business, PMO
Resource scheduling, resource plans
Business, PMO
10:30 AM Break
10:45 AM
Enterprise Project Management –
continued
12:00 PM Lunch
1:00 PM Resource Management
2:30 PM Break
2:45 PM Resource Management – Continued
4:00 PM Review/Next Steps
4:30 PM Deliverables and documentation
8
Business, PMO
Capture dialogue into deliverable documentation
Partner
Envisioning, Planning and Design
Day 5 Agenda – Enterprise Project and Collaboration
Time Topic
Description
Target Audience
9:00 AM Review and Agenda Confirmation
Review DPS agenda and goals
Business, PMO
9:30 AM Project Team Collaboration
Project sites
Business, PMO
Status management, single-mode entry
Business, PMO
Build the high level deployment plan based on
business needs and adoption capabilities
Business, PMO, IT
10:30 AM Break
10:45 AM Project Task Statusing and Timesheets
12:00 PM Lunch
1:00 PM Deployment planning and approach
2:30 PM Break
9
2:45 PM Engagement Wrap-up / Parking Lot
Business, PMO, IT
4:00 PM Closeout Review/Next Steps
Business, PMO, IT
4:30 PM Deliverables and documentation
Partner &
customer’s
PM/Sponsor
Capture dialogue into deliverable documentation
Thank you
10