how to set up a program portfolio for an executive team in sharepoint by atidan and brightwork
TRANSCRIPT
How to Set
Up a Program
Portfolio for
an Executive
Team in
SharePoint
David J. Rosenthal
President & CEO
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 [email protected]
• 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
1. Project Management Office Overview
PMO
Overview
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
PMO Overview
2. Program/Department level
Dashboards
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.
Program/Department Level Dashboards
3. Organization-wide Dashboards
including Exception Reporting
Organization
- wide
Dashboards
Target the most important data
to report
Provide Summaries of Programs
and Departments
1.
2.
Organization-wide Dashboards
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.
Key Performance Indicators
5. Automated Reporting
Automated
Reporting
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
Automated Reporting
SharePoint
Solution
Project and
Portfolio
Management
Delivers
Immediate
Visibility &
Control
Flexible to
Evolve and
Mature as
Needed
What is BrightWork?
The BrightWork Approach
Demo Time!
Free Resources and Free Advice
Thank You For Attending!
Want to learn more about how to
Set Up a Program Portfolio for an
Executive Team in SharePoint?
1-215-825-5045 x5001
Check out www.atidan.com and
www.BrightWork.com to get a
Free Trial and Training!
Please use the Chat Pane in Webex to Ask Questions!
ASK QUESTION NOW!
