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http://pmsymposium.umd.edu/pm2018/ Derek Winogradoff, PMP & Muhammad Shahzad 2018 Project Management Symposium IMPLEMENTING A PROJECT PORTFOLIO MANAGEMENT SYSTEM IN A GOVERNMENTAL ENVIRONMENT

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Page 1: IMPLEMENTING A PROJECT PORTFOLIO MANAGEMENT …pmsymposium.umd.edu/pm2018/wp-content/uploads/... · 10/16 – 6/17 SharePoint Site Setup, DoE Project Templates Developed 7/17 –Pres

Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 1

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Derek Winogradoff, PMP & Muhammad Shahzad2018 Project Management Symposium

IMPLEMENTING A PROJECT PORTFOLIO MANAGEMENT SYSTEM IN A GOVERNMENTAL ENVIRONMENT

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 2

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Prince George’s County

Enterprise Project Portfolio

Management

Project Data Dashboard

SOP & Governance Documents

KPI

Spotlight

Reports

Data Analytics &

BI

SharePoint

Integration

Secure Admin Access

Project Portfolio Management System

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 3

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 4

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• Approach to PPM Development• Methodology and Incremental Implementation• Requirements Gathering and Gap Analysis• Stakeholder Involvement• Roadblocks and Breakthroughs• Lessons Learned• Questions?

Presentation Overview

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 5

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You are here

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 6

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Many Restoration Projects in various phases

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 7

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18/ Overarching Objectives of PPM Implementation

• Meet Organizational Permit Requirements

• Improve Collaboration via Centralized PPM

• Achieve Transparency and Document Control

• Standardize Processes, Tasks & Phases across Projects and

Programs

• Optimize Performance Reporting through Dashboards

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 8

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Program Timeline

11/14 Project Control Program Conceptualized

11/14 – 3/15 Scope of Work Developed & Proposal Submitted and Task Order Approved

4/15 – 10/15 Consultant Developing Project Control based on Primavera P6

10/15 – 1/16 Project Server Setup and Configuration - Switch to MSProfessional

1/16 – 3/16 MSProject 2013 Web App and SharePoint Configuration and User Setup

3/16 MSProfessional User Training and PPM Administrator Training

10/16 – 6/17 SharePoint Site Setup, DoE Project Templates Developed

7/17 –Pres. PPM Maintenance and On-Call Program Support

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 9

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PGCO DOE is operating in the PPM environment using a project server and PWA to link to SharePoint

MSProject Development Timeline

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 10

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Prince George's County Department of the Environment Stormwater Management DivisionPPM – Role-Based Access Approach

Name : Jeffrey DeHanDepartment: SMD

Role : Associate Director

Name : Derek Winogradoff

Role : Assistant Associate Director

Name: Frank GalosiRole: Capital Projects Design

Section

Name: Manvinder SinghRole: Team Lead (PM)

Name: 3-4 (PMs)Role: Team Members

(MPs)

Name: Joanna SmithRole: Team Lead (PM)

Name: 3-4 (PMs)Role: Team Members

(PMs)

Name: Michael Snyder Role: Team Lead (PM)

Name: 3-4 (PMs)Role: Team Members

(PMs)

Name: Capital Projects Construction Section

Role: Nawaf Esayed

Name: Gadisa YamiRole: Team Lead (PM)

Name: 5-6 (PMs)Role: Team Members

(PMs)

Name : Jean Fenstermacher

Role : Administrative Aide IV

Name : Muhammad Shahzad

Role : PPM Consultant

Name : PGCO Office of Information TechnologyRole : OIT App Approval

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 11

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• Meet Stakeholders Expectations by:–Comprehensive enterprise-wide project

management–Simplistic and useful for PMs to adopt– Incremental and scalable–Standard Project Templates for 5 types of

projects–Web-based KPIs and report dashboards

Approach to PPM Development

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 12

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Project Server

Project Web App

SharePoint

Microsoft Project Professional

Microsoft Office Suite

Enterprise SharePoint Platform PPM

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 13

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18/ Software Configuration using Microsoft

Interface Applications

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 14

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ü

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 15

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PMs build projects utilizing specific project templates for the type of practice they desire to use.The six project templates for Stormwater Management Restoration are:• Drainage• Flood Control• ESD/LID• Pond Retrofit• Stream Restoration• Outfall Protection

Sharepoint and Project ProfessionalSynchronized via Project Web App (PWA)

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 16

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Examples of Project Types

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 17

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18/ Project Templates - allow for standardization across projects

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 18

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Early PPM Implementation

MS Project Professional – Project Management SoftwareSharePoint linked projectsProject Server – secure storage and retrievalEnterprise linked files through Project Web App PWARobust Searchable DatabaseProject Detail PageDocument Management and storage

Before PPM Development

Excel FilesShared DrivePDF ImagesPhysical File FoldersPoor Document Management and securityFiles not searchable/linked

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 19

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 20

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Current PPM

• Home Page for Global Project Related Development

• Tabs

• Contract Documents

• Resources

• Scheduling and cost integration

• Reporting

• KPIs

• Excel Services

• PM by-in

• Management transparency

• Dashboard Interactive Reporting

• EPermits Portal

• Eplan Portal

• GIS Portal and Project URL links to GIS

• Vendor information and ratings

• Real Time project information

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 21

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 22

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 23

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18/ Global Project Documents and Links are placed in Tabs on the Home Page

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 24

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Project Center- Project Summary and Display

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 25

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18/ Project Site View

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 26

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ProjectDetail Sheet

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 27

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Interactive and Editable Users Guide

Administrators Handbook

PPM Training Documents – Editing is allowed by users and new sections are added by PMs

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 28

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• Include stakeholders from the start• Design PPM with flexibility and allow constant

feedback• Develop “working” training documents based PM

needs • Build schedule templates with the same task IDs for

activities.• Don’t assume PMs will embrace technology nor

understand

Lessons Learned

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Derek Winogradoff & Muhammad ShahzadUMD Project Management SymposiumMay 10-11, 2018Slide 29

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18/ Questions?