1. Enterprise Project Management 101
`
@nateauchter
NATE AUCHTER
Performance Consultant
MCTS: Project, Project Server
EACOE: Enterprise Architect
nathaniel.auchter
@robbinsgioia.com
/in/nateauchter/

2. @nateauchter
Agenda
Definitions & Scope Project Management Using the Tools How to Start NOW!

3. @nateauchter
“Planning is an unnatural process; it is much more fun to
do something. The nicest thing about not planning is
that failure comes as a complete surprise, rather than
being preceded by a period of worry and depression.”
- Sir John Harvey-Jones

4. @nateauchter
Microsoft Tools
 Outlook
 Excel
 SharePoint
 Project
 Project Server
Other PM Tools
 Clarity
 BaseCamp
 AtTask
 Planview
 Bamboo*
 EPM Live*
Disclaimer
*Today we are looking at Microsoft products only, though there are many tools that project managers may use
for project management. Outlook, Excel, Project, and SharePoint are only a few.

5. @nateauchter
What is EPM?
Thinking &
Planning
Communicating
& Collaborating
Working &
Achieving Avoiding Failure
…the field of organizational development that supports organizations in managing integrally and
adapting themselves to the changes of a transformation, typically focused on investments,
initiatives, and projects, programs, and portfolios.
Supported by IT Systems
Leadership Mission, Strategy, Goals, and Objectives

6. @nateauchter
Project Success and Failure Rates
53%
31%
16%
Large Project Success Rates
Under Performing Projects
Cancelled Projects
Successful Projects
36%
20%
15%
10%
4%
4%
11%
Reasons for Under Performance
Poor Organization & PM Practices
Poorly Defined or Missing Objectives
Ineffective Planning
Insufficient Resources
Problems with Suppliers
Technical Problems
Other Issues
Source: Standish Group International, Survey from 2500 employees
attending PM Training - 2004

7. @nateauchter
The 9 Knowledge Areas
Integration
Management
Cost
Management
Communication
Management
Building a Project Management Capability

8. @nateauchter
The 9 Knowledge Areas
Scope
Management
Quality
Management
Risk
Management
Building a Project Management Capability

9. @nateauchter
The 9 Knowledge Areas
Time
Management
Human Resource
Management
Procurement
Management
Building a Project Management Capability

10. @nateauchter
PM Framework
Mapping Knowledge Areas to PM Phases

11. @nateauchter
Project Management Triangles

12. @nateauchter
Experience with PMC
STAKEHOLDER
EXPERIENCE
(and Quality of Product)
Scope Managed and
Delivered
 Improved time to Market
 Increased project effort
Visibility
 Project Goals and Scope well
understood and managed
 Improved Communication and
stakeholder relationship
Less Cost Overruns
 Reduced redundant project
efforts
 Decreased cost overruns with
repeatable processes
Timelines Met
 Resources Managed
 Reduced rework with
repeatable processes
COST
SCOPE
TIME

13. @nateauchter
Project Management Capability
PMC
PMO PMIS
People
Processes
Tools
Systems
• Supports the generation all project documents
per PMO guidelines (charter, plans, etc..)
• Facilitates communication and feedback
• Monitors project activities
• Controls project changes
• Analyzes and forecasts project performance
• Clearly details project status to team and
stakeholders
• Provides real-time information essential for
managing the project through it’s lifecycle

14. @nateauchter
Developing a PMC
Managing the
Knowledge Areas
Resources &
Management Practices
Developing a
repeatable process
Managing Projects
through the Lifecycle
PMIS

15. @nateauchter
Views of the PMC
Project to Portfolio Management

16. @nateauchter
MATURITY
PMC Types
Project
Office
Basic PMC
Standard
PMC
Advanced
PMC
Center of
Excellence
Champion
Project
Manager
There is NO ONE SIZE FITS ALL
Success depends on
PM Maturity
Vision and Goals of Sponsor
PMO Drivers and Business Needs
Business and Organization Mission
Political and Cultural Environment
Number of Projects
Organization Size
Etc…
Single vs.
Multiple
Departmental
vs. Enterprise
Tactical vs.
Strategic
Internal vs.
External
Authoritative vs. Advisory

17. @nateauchter
The PMC Management Models
Authoritative Hybrid Advisory

18. @nateauchter
Ad-Hoc
• No Formal
Processes exist
across the
Organization
Consistent
•Secure
Management
Support
•Establish
Common Goals
Across IT and
Project Teams
•Consistent Use of
Documented
Processes
•Establish and
Implement PM
Training
Integrated
•Integrate Business
and PM Processes
•Integrate Project
Information through
Server tool (Project
Server)
•Develop Advanced
Project
Management
Techniques
Comprehensive
•Defined Goals for all
Functions and Processes
•Promote Metrics-based
Performance
•Promote Participation of
All Stakeholders
•Establish Risk
Management Culture
•Establish a PM Core
Competency
Optimizing
•Proactively
Prevent Defects
•Implement a
Continuous
Improvement
Strategy
•Achieve High
Project Success
Rates
LOW MEDIUM HIGH
Tactical
Strategic
PMC Maturity Levels
PROJECTPROGRAMPORTFOLIO
PMO Complexity Source: The Compete Project Management Office Handbook – Gerard M. Hill

19. @nateauchter
Ad-Hoc
•Discourage
“Under the
Table” or
Untracked
Work
Consistent
•Review Progress
through
Weekly/Monthly
Status Checks
•Provide Support
to Teams
•Assist with
Project Planning
•Enforce Project
Standards
•Strengthen PM
Skills
Integrated
•Identify
Overlapping
Projects
•Perform Troubled
Project Rescue/
Abandonment /
Postponement
•Monitor Project
Scope Creep
•Develop Advanced
Processes
•Assist PMs to
secure buy-in and
Support from
Managers and Execs
•Leverage Historical
Lessons Learned
Comprehensive
•Manage Project
Prioritization and Re-
Prioritization
•Resource Capacity
Planning
•Improve ROI
•Collect Project Data in
Consistently Used Server
Tool (Project Server)
Optimizing
•Actively Manage
and Enhance
Processes and
Procedures
•Achieve High
Project Success
Rates
LOW MEDIUM HIGH
Tactical
Strategic
PMC Objectives
PROJECTPROGRAMPORTFOLIO
PMO Complexity Source: The Compete Project Management Office Handbook – Gerard M. Hill

20. @nateauchter
Project Management Maturity
PEOPLE No PM Background Basic PM Training PM Certification
PROCESS Ad-Hoc
PM Process
Standardized
Automated
Workflows, Portfolio
Reporting
TECH/TOOLS
Paper, Word, Excel,
Email
Templates,
Scheduling and
Collaboration Tool
EPM/PPM Tool
Initial Repeatable Defined

21. @nateauchter
LOW MEDIUM HIGH
Task
Mgmt
• Task
Management
with
Outlook,
Excel and
SharePoint
Project
Collaboration
•SharePoint
•Manage Project
Documents
•Manage Team
Calendar, Tasks,
Activities
Scheduling &
Insight
•Use Project
Professional for
Scheduling
•Synchronize with
SharePoint Tasks
List
•Develop
Charts/Reports to
illustrate Project
Status
Visibility &
Control
•Utilize Project
Server for
SharePoint Projects
•Promote Task Lists
when Needed
•Inventory Projects
Project &
Portfolio
Management
•Strategy
•Resource Pool
•Portfolio
Optimization
•Integrated Time
Management and
Reporting
Tactical
Strategic
EPM Technology Maturity Levels
INDIVIDUALTEAMENTERPRISE
Project Complexity

22. @nateauchter
Ad Hoc PM with Excel & Outlook
Tasks could be rows in an
Excel Worksheet
Tasks could be assigned
through email
Costs and Schedule could
be stored in a Worksheet
Project Worksheets and
materials are emailed
around to the project
team
Tactical

23. @nateauchter
Organized PM with SharePoint
Phase 1
•Utilize SharePoint for Task
Management
•SP Users can be assigned,
tasks are updated and
marked complete
•Task lists can be synced with
Outlook
Phase 2
•A Project Site is deployed in
SharePoint
•Sync Task Lists, Sync Project
Calendar
•Document management
and timeline management
Phase 3
•Detailed Scheduling is
performed using MS Project
•Project files are synced with
SharePoint Task lists
•Reports are deployed to
Server

24. @nateauchter
Optimized PM with Project Server
Phase 1
•Inventory Project File
Management
•Enterprise Resource Pool
utilized
•SharePoint Sites for Projects
Phase 2
•Business Intelligence
Aggregates and Displays
Project and Portfolio Data
•Demand Management
Workflow Deployed
•Resource Capacity Planning
Phase 3-N
•Business Strategy
Information input into
System
•Portfolio decisions
optimized on Strategy
•Timesheet capability and
Status Reporting

25. @nateauchter
DEMO

26. @nateauchter
Use Business
Intelligence
Align to Strategy
Pool Resources
Deploy Demand
Management Workflow
Collaborate
Synchronize
Manage in
Detail
Organize
Templatize
Each
capability
drives the
PM maturity

27. @nateauchter
Start NOW!
Learn the PM
Processes
Deploy a PMIS
(hint)
Centralize
Documents
Streamline
Communications

28. @nateauchter
“We are what we repeatedly do.
Excellence then, is not an act, but a habit.”
- Aristotle

29. @nateauchter
Sources
1. Schwalbe, Information Technology Project Management, Sixth Edition, 2010.
2. SimCrest, Round Table Blog – 9 Project Management Areas. www.simcrest.com
3. The Compete Project Management Office Handbook – Gerard M. Hill
4. SharePoint 2010 for Project Management – Dux Raymond Sy, O’Reilly 2012

30. @nateauchter
THANK YOU!