PMO PROCESSES AND TOOLS

Matthew JonesPublished: May 21, 2015

QUALITY ASSURANCE OF PROGRAMS VIA PORTFOLIO

REPORTING

Quality Questions… And a Solution• Do you or your program want a

portfolio report, with or without Project Server?– Are you frustrated with the limitations of

Project Server to give you what you want?• Does your program have a single line

item that tells the story of each project?• Do your program managers want

automated reports that monitor project health?

• Do you want to know when and why your projects will run over budget?

Do you want a “win” with the client?

PMO Portfolio ToolsTo ensure program efficiency, effectiveness, health and stability, what if• Instead of manually assembling data from schedules,

dashboards, or a spreadsheet,• You could generate fast, automated reports from schedules

and other sources, with standard MS Office tools, providing:– Project managers with a tool to

correct / prevent program issues before they are flagged

– Program managers with metrics to gauge budget, schedule, and risk/issue health across the entire program

Continual Process Improvement

PMO Portfolio Report• Metrics for each project that tells each project’s story.• An automated output with data directly from the schedules,

the risk workspaces, actuals – all collected in one report! • Trends and graphics

PMO Portfolio Analysis• Does your program have a tool to deliver a snapshot

of project health across all projects?

• Imagine identifying successes at a glance!

• Imagine identifying program challenges in one automated report.

• Imagine going to the client with data-driven metrics showing real program status!

PMO Portfolio Variances• Do you want a tool that gives you insight into the real causes of your

schedule variances?– Assemble historical data to plan your next projects– Walk into client meetings with real data to dispel myths and false perceptions– Create schedules that will meet and exceed expectations!

SUMMARY• Why implement PMO Portfolio tools?– Reduce time and effort on Program management– Increase quality and consistency of schedules– Empower your project managers– Monitor and produce meaningful program-wide metrics– Impress your client

• No more excuses! Free your resources’ time to manage and produce high-quality schedules. Let me guide your PMO success today!

ABOUT THE AUTHOR

Matthew Jones lives in Alexandria, VA, with his beloved wife and young son. When not doing

his fair share of the cooking, laundry or preschool responsibilities, he enjoys applying

his experience in project management and expertise in Project Server, MS Office tools, and

VBA toward full or part time solutions.

Contact him at https://www.linkedin.com/in/matthewpjones