How to Set

Up a Program

Portfolio for

an Executive

Team in

SharePoint

David J. Rosenthal

President & CEO

AtidanDavid.Rosenthal@Atidan.com

Your Presenter:

We will be starting at 11am PT / 2pm ET

Twitter Chat: #ProgramPortfolio

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’

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

1. Project Management Office Overview

PMO

Overview

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

PMO Overview

2. Program/Department level

Dashboards

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.

Program/Department Level Dashboards

3. Organization-wide Dashboards

including Exception Reporting

Organization

- wide

Dashboards

Target the most important data

to report

Provide Summaries of Programs

and Departments

1.

2.

Organization-wide Dashboards

4. Key Performance Indicators and Metrics

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.

Key Performance Indicators

5. Automated Reporting

Automated

Reporting

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

Automated Reporting

SharePoint

Solution

Project and

Portfolio

Management

Delivers

Immediate

Visibility &

Control

Flexible to

Evolve and

Mature as

Needed

What is BrightWork?

The BrightWork Approach

Demo Time!

Free Resources and Free Advice

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.com and

www.BrightWork.com to get a

Free Trial and Training!

Please use the Chat Pane in Webex to Ask Questions!

ASK QUESTION NOW!

www.brightwork.com