Infinite Possibilities - Measurable Results
Project 2007
Tips and Tricks
Including EPM
Overview/Lessons Learned
Presented By:
Keith Wilson B.Comm, MBA Executive/Senior Consultant
Questions?
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Who is Keith Wilson?
What is the Project Management
Practice Inc.?
What is the game plan?
Who is Keith Wilson, B. Comm.,MBA?
Military
US Marines
US Air force
US Navy
Canadian Armed Force
Police
RCMP
Illinois State Police
Manufacturing
Ingersoll Rand
Knauf Fiber Glass
PrintPack
Consulting
TBM
(Productivity
Effectiveness)
FranklinCovey
Deloitte
Design and Construction
KDA (Banks and Credit
Unions)
E&Y
Education
Carleton University
Ottawa University
BCIT
PPI on Course
Ivy Training Center
Entertainment
Viacm/MTV
Hi Tech
Microsoft
Symantec
Oracle
Prologic
(Banking Software)
Image Power
(Image compression)
Newlix
(Linux Software)
Softwex Technologies
(Multimedia software)
Whetstone Technologies
(Image software)
Relay
(Gaming Software)
Clever Devices
(Transportation SW)
Pulp and Paper
Fletcher Challenge Canada
Argus Health
Honeywell
AMIs
Medidata
Landacorp
Food and Restaurant
Fat Alberts and Ralph’s
Dannon yogurt
Coke-a-Cola
Legal
With out Prejudice
Alternative Dispute
Resolution
Telecom
Verizon
Sprint PCS
ACS
GCI
Union Telephone
Cisco
Nokia
Oil and Gas
ExxonMobil
Alyeska
Williams
Joint Alaska Pipeline
Tesco
Transportation
Cunard Cruise Lines
Boeing
Pharmaceutical
Pfizer
Kenworth
Associations
Canadian Library
Association
Canadian Wood Council
Indian Desert River
Band
American Quarter
Horse Association
Cherokee Nation Ent.
Financial
Federal Home Loan
Bank
Raymond James
Jefferies and Company
WAMU
CBOT
Government
Social Security
Administration
State- North Carolina,
and Alaska
Canada Post
Federal Government
Canadian Dept. of
Justice
Human Resources
Development Canada
Environment Canada
Canadian Achieves
Alberta Learning
Alberta Aboriginal Affairs
Alberta Environment
City –Richmond Virginia
Galveston County
Harris County
Automotive
General Motors
Unit Parts
John Deere
Volvo
American Honda
Paccar/Kenworth
Retail
Tiifany and Company
The Bay
Macys
Circuit City
What is the Project Management
Practice Inc. (PMPi)?
The Project Management Practice Inc. (PMPi)
“Infinite Possibilities-Measurable Results”
California Corporation formed in 2001
FranklinCovey Alliance Partner,
Microsoft Certified Partner and Premier Microsoft
Project training partner
Executive/Owners include: Keith Wilson, Robert
Happy, Sean Creaghan, James Bulmer, David Blair
20+ Associates in North America
Project Management Process
Initiate
Design
Execute
Assess
Agenda
2. What’s New in
the Microsoft
Office Project
2007?
1. IntroductionWhy Projects
Fail- Project Fit
in the PM
Process?
3. Overview of
the New Office
EPM Solution
4. Lessons Learned:
Office EPM
Solution
Deployment
Reasons Why Projects Fails?
What makes a project fail?
Consider this…

KPMG study of 300 large companies
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65% reported projects:
 Grossly over budget
 Far behind in schedule
 Technology not performing
Over 50% of executives believed this to be “normal”
 Failing to Plan is Planning to Fail
Can you afford the cost of failed projects?
What makes a project fail?
Consider this…
Standish Group International's recent survey of
175,000 IT projects reports:
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88% of projects run over schedule, over
budget or both
Average cost overrun: 89% of original
estimate
Average time overrun:222% of original
estimate
For every 100 project 94 restarts
What Make a Project Fail?
Just Do It!
Failing to Plan is Planning to Fail
Success vs. Failure
Bottom Line:
Success = Met Expectations
Failure = Unmet Expectations
Project Management Process
Initiate
Design
Execute
Assess
Planning Objectives
Where do you start?
How do you identify and
schedule parts of the plan?
How do you identify and
allocate the required
resources?
Typical Complaints About Planning:
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I Do Not Have Time to Plan
You Know Management Wants Results
Not Plans
I Do Not Know Where to Begin
I Know the Theory, But Around Here I
Never Get A Chance to Exercise it
“Typical” Project Phases
1.
2.
3.
4.
5.
6.
7.
Unwarranted enthusiasm
Uncritical acceptance
Growing concern
Unmitigated disaster
Search for the guilty
Punish the innocent
Promote the uninvolved
Arthur D. Little
Consequences for the Project
Manager
Project
Manager
Remember The ROI

For every
moment you
spend planning,
you will save five
moments during
implementation
Crawford Gernwald
Planning Objectives
Where do you start?
How do you identify and
schedule parts of the plan?
How do you identify and
allocate the required
resources?
Planning Steps
1.
2.
3.
4.
Review Project Scope
Determine dominating factors
Define and quantify risks
Develop the WBS
Determine phases/activities
Determine the project’s tasks
Determine the milestones
5.
6.
7.
8.
Determine the task duration
Sequence the activities for efficiency and logical
connections
Identify the critical path
List the project's resources
Planning Steps Continued
9.
10.
11.
12.
13.
14.
15.
Assign resources to tasks
Optimize the plan
Produce reports
Review the feasibility of the project
Document assumptions & issues
Obtain approval of the plan
Freeze the plan
The Triple Constraint of PM
Better, Faster, Cheaper
Scope
(Performance)
Cost
(Resources)
Time
(Schedule)
Which One is the Least Flexible?
Getting Started –
Get productive quickly
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NEW How do I use change work time?
NEW How can I save time and ensure
consistency across multiple projects?
Microsoft
Project
2007 Demo
Getting Started
PLAN: Effectively Manage &
Understand Schedules
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How do I leverage existing task lists from Microsoft Office
Excel and Microsoft Office Outlook
NEW How can I determine the factors that are affecting
task dates and easily trace the source of issues?
NEW How can I easily see the impacts of a change?
Microsoft
Project
2007 Demo
Plan
COMMUNICATE: Build professional
charts and diagrams
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NEW How do I experiment with what-if scenarios?
NEW How do I highlight cells to convey a different
meaning?
NEW How do I analyze and report project data in
professional reports and charts?
Everybody
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There were once four people named Everybody,
Somebody, Anybody and Nobody.
There was an important task/job to be done, and
Everybody was sure Somebody would do it.
Anybody could have done it, but Nobody did it.
Somebody got angry about that, because it was
Everybody’s job.
Everybody thought Anybody could do it.
It ended up that Everybody blamed Somebody when
Nobody did what Anybody could have done.
Microsoft
Project
2007 Demo
Communicate
TRACK & ANALYZE: Effectively
Track& Analyze Projects to Meet Goals
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How do I update tasks?
How do I create or use baseline data
How do I track projects according to specific
needs?
How do I easily identify the difference
between versions of projects?
TRACK & ANALYZE: Effectively
Track & Analyze Projects
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How do I create or use baseline data?
How do I track projects according to specific
needs?
How do I easily identify the difference
between versions of projects?
Microsoft Office Project
Demo
Track & Analyze
What is the Office EPM Solution?

A true solution stack…
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…enables customer organizations to manage all
types of work to optimize schedules, resources
and budgets for better strategic decisions and
tactical operations
More than just project schedules…

…the entire project lifecycle from strategic
decisions to operational control
What is the Office EPM Solution?
Integrated EPM Solution = Pull-through
LOB:
•ERP
•CRM
Frontend
Capabilities
Services
Platform
Scheduling
Task Assignment
Timesheet
Capabilities
Resource Plans
Event/Notifications
Reporting
Portfolio Gov
Data Warehouse
Budgeting
Security
Portfolio Selection
What are the benefits of the Office EPM
Solution?
Enterprise Project Management Improves the Enterprise


More than 94% of the surveyed
respondents stated that
implementing project
management added value to
their organizations
Organizations of all sizes in all
industries reported vast
improvement with project
management
Return on
Investment
25%
Productivity
15%
Time to Market
15%
Project/Process
Performance
Center for Business Practices: The Value of Project Management, Project Management Solutions, 2002
20%
Microsoft Office Project
Demo EPM
Overview
What are the benefits of the Office EPM
Solution?
EPM Informs the Executive

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Capture, align, select and prioritize all projects, programs
and all work initiatives with enterprise objectives
Gain better visibility of all of the work taking place in your
organization
Manage your portfolio of project and program investments
Anticipate project problem areas and make changes
accordingly
Deeper insight into resource allocation for better
alignment with strategic priorities
What are the benefits of the Office EPM
Solution?
EPM Enables the Team
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Enhance information-sharing and coordination among project
teams for better participation, progress reporting, and
collaboration
Work more effectively with your team members through
Microsoft Office SharePoint (workspaces & Microsoft Office
Project Web Access web services)
What are the benefits of the Office EPM
Solution?
EPM Enhances Project Management

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Accurately assess your project’s needs to effectively
deploy resources today and create Resource Plans
Build the right plans through a rich set of tools to meet
your organizational goals
Drive accountability with your team through effective
collaboration
What are the benefits of the Office EPM
Solution?
Benefits for the Project Management Office
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Improve the PMO value proposition through deeper
project analysis, standards definition, and better portfolio
reporting
Improve analysis of all project and program data using
Project Center, Data Analysis and Enterprise Reports
Accelerate definition and management of best practices
through the Project Guide
Use enterprise templates to easily create standard project
plans for consistency and time savings
What are the benefits of the Office EPM
Solution?
Top 10 Benefits of the Microsoft Office
Enterprise Project Management Solution
1.
2.
3.
4.
5.
Align resources to strategy
Enhance your business intelligence
Collaborate and coordinate easily
Manage resources effectively
Manage the entire project lifecycle
What are the benefits of the Office EPM
Solution?
Top 10 Benefits of the Microsoft Office
Enterprise Project Management Solution
6.
7.
8.
9.
10.
Manage the simple and the complex
Promote continuous improvement
Hire strategically
Get more from existing technology
investments
Drive real return on investment
Overview of the New Office EPM Solution
What is New?

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Portfolio Management
Financial Management
Manage all work:

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Resource management
Reporting
Enterprise ready
Built on Microsoft Windows SharePoint Services
Extensible
Overview of the New Office EPM Solution
What has been improved?
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Timesheets include fiscal periods, reporting against summary
tasks & projects, better tracking of non-project time, separate
progress vs. time spent, and much more
More out-of-the-box templates
Robust top down portfolio management and tracking
Expanded Project Workspaces for collaboration
Better Microsoft Office Outlook integration
Expanded Timesheets functionality separate from task updates
Integration of SQL Reporting Services for real-time Enterprise
Reports
Lessons Learned: Office EPM Solution
Deployment
An EPM Initiative…
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
Is a complex endeavor
Is necessary to have a
structured approach to all
planning, building, and
deployment activities
Lessons Learned: Office EPM Solution
Deployment
Critical Success Factors
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Training
Customization
Streamlined tool and process working together
Senior Management support
Project Management Office staffed
Project Administrator and a Process Champion to
maintain, support, and police the Project Management
processes and tools
Lessons Learned: Office EPM Solution
Deployment
Keys for Success
1.
2.
3.
4.
5.
6.
Actively engage the organization’s executive
Develop a strong business case for the EPM
Initiative
Allocate sufficient up-front time
Develop clear and complete business goals,
requirements, and usage scenarios
Involve representatives from all user groups
Conduct a multi-staged rollout
Lessons Learned: Office EPM Solution
Deployment
Keys for Success
7.
8.
9.
10.
11.
12.
Provide continuous communication
Test the installed hardware and software configuration
Prepare the users for the deployment
Train users at all levels – using customized instruction
Prepare to monitor the new environment
Develop a multidisciplinary team
Lessons Learned: Office EPM Solution
Deployment
Making EPM Real in the Organization

Need to merge business requirements with
technical capabilities
Crawl -> Walk-> Run
Phases of Deployment:
Define
Requirements
Define
System
Prototype
System
Pilot
System
Phased
Rollout of
System
Lessons Learned: Office EPM Solution
Deployment
Expected Results
1. PM process consistent across multiple departments (Visualize,
Plan, Implement, Close) with buy-in
2. Clear (SMART)- understanding of project deliverables
3. Optimal use of resources and buy-in by team
4. Greater control over project’s progress
5. Focusing on the right project at the right time
6. Earlier recognition of potential problems
7. Establish/maintain effective and efficient project communications
8. Better post-evaluation access to historical project documentation
Keith Wilson kwilson@pmpractice.com
AnnMarie Handsel – 281 683 7075
amhandsel@pmpractice.com
www.pmpractice.com
http://www.pmpractice.com/tnt_form.htm
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