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

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How to Set Up a Program Portfolio for an Executive Team in SharePoint
1. Project Management Office Overview
2. Program/Department level Dashboards
3. Organization-wide Dashboards including Exception Reporting
4. Key Performance Indicators and Metrics
5. Automated Reporting

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

  1. 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. 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. 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. 4. 1. Project Management Office Overview
  5. 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. 6. PMO Overview
  7. 7. 2. Program/Department level Dashboards
  8. 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. 9. Program/Department Level Dashboards
  10. 10. 3. Organization-wide Dashboards including Exception Reporting
  11. 11. Organization -wideDashboards Target the most important data to report Provide Summaries of Programs and Departments 1. 2.
  12. 12. Organization-wide Dashboards
  13. 13. 4. Key Performance Indicators and Metrics
  14. 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. 15. Key Performance Indicators
  16. 16. 5. Automated Reporting
  17. 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. 18. Automated Reporting
  19. 19. SharePoint Solution Project and Portfolio Management Delivers Immediate Visibility & Control Flexible to Evolve and Mature as Needed What is BrightWork?
  20. 20. The BrightWork Approach
  21. 21. Demo Time!
  22. 22. Free Resources and Free Advice
  23. 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. 24. Please use the Chat Pane in Webexto Ask Questions! ASK QUESTION NOW!
  25. 25. www.brightwork.com

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