Enabling Project Communication, Collaboration & Workflow (CCW)

1. Enabling Project Communication, Collaboration & Workflow (CCW)

2. Module Objectives: At the end of this module, you will be able to: • Understand the benefits of CCW for projects • Comprehend the importance of enabling for CCW processes • Discuss and demonstrate collaboration, CCW for project management processes

3. Increasing Project Management Maturity and Sophistication Organizational Workflow, Collaboration, Artifact Management and Communication Portfolio Management Tools & Applications Resource Management Desktop Tools & Applications Project Management Desktop Tools & Applications Budget & Cost Tracking Tools & Applications Project Reporting & Analysis Tools & Applications EPM Components • Enables interaction and access to information • Enables team work • Technology that integrates process information flow

4. Communicationability to continuously and quickly interact with participants to successfully execute projects Collaborationcentralized access to project information and resources that streamlines knowledge sharing across the organization Workflowstructured processes that enable participants to work more effectively across multiple projects Executives Project Managers Customers Knowledge Hub Resource Managers Team Members Partners What is Project Communication, Collaboration & Workflow?

5. Project Communication, Collaboration & Workflow Benefits Encourages Innovation Support virtual teaming Maintains Accountability Maximize participation across all project stakeholders Streamlines data into useful information Improve Decision-Making Maximizes Operational Efficiency Centralize project documentation Improves Business Performance Promote an open & ongoing exchange of knowledge & lessons learned

6. Project Processes Initiating Process PlanningProcess Controlling Process ExecutingProcess Closing Process EPM enables communication, collaboration & workflow capabilities in every process

7. InitiatingProcess PlanningProcess ControllingProcess ExecutingProcess ClosingProcess Initiating Process Defining Project Scope • Activities: Scoping & authorizing theproject or phase • EPM proposal workspaces features • Initiation form & checklist • Documentation templates • Storage and tracking for proposal documentation, material and forms • WSS Lists • Enables standardization & seamless workflow and tracking for the initiating process

8. InitiatingProcess PlanningProcess ControllingProcess ExecutingProcess ClosingProcess Planning Process Planning Project Activities • Activities: Planning, defining, developing, managing, estimating and budgeting • EPM planning workspace features • Planning checklists & forms • Budgeting & estimating templates • Unified storage for all materials • WSS Lists • Enables standardization & seamless workflow and tracking for the planning process

9. InitiatingProcess PlanningProcess ControllingProcess ExecutingProcess ClosingProcess Executing Process Project Plan Execution • Activities: Procurement, Quality, Team Development, Communication • EPM project workspace features • Task assignment notification • Attaching documents & materials to projects, tasks or milestones • WSS lists • Enables team workflow and collaboration within the project executing process

10. InitiatingProcess PlanningProcess ControllingProcess ExecutingProcess ClosingProcess Controlling Process Project Performance • Activities: Reporting, Change Control, Risk Monitoring • EPM features: • Issues & risks escalation • Project reporting workspaces • Change request forms and checklists • Enables standardization, workflow and process for team members and project/resource managers

11. InitiatingProcess PlanningProcess ControllingProcess ExecutingProcess ClosingProcess Closing ProcessEnding the Project • Activities: Contract Closeout, Administrative Closure • Closing Process Workspaces Features: • Closeout forms and checklists • Post mortem lessoned learned templates and improvement suggestions • Archiving project plans, templates and associated materials • Enables a standard set of practices for project managers and teams when closing out projects

12. EPM Processes Capabilities

13. Enabling Project Communication, Collaboration & Workflow Summary • An extensive set of collaboration, communication and workflow technology is available. • You don’t have to implement it all at once • Start by focusing on the key and core project processes for your organization. • First, design and implement the capabilities that enhance your processes the most.

14. Questions • What process does your organization have for submitting documentation and material tied to project proposals? • Should group discussions threads be an essential part of your PM processes? • Is a project or team workspace a capability your organization needs/requires?

15. Questions • Are team discussions threads an essential part of your project executing process? • Is having a standard process for change requests a requirement / need? • Do you have a post mortem after the close of each project to improve the process and identify issue areas?