Determine the Future of Microsoft Project in Your Organization
View your task management, project management, and project portfolio management options through the lens of M365.
RETIRED CONTENT
Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.Without a strategic approach to task management, project management, and project portfolio management in MS Project and M365 you risk:
- Overallocated staff.
- Missed project deadlines and poor project results.
- Angry project stakeholders and senior leadership.
A strategic approach to task management, project management, and project portfolio management in MS in MS Project and M365 can result in:
- More evenly allocated staff with better morale and focus.
- More on-time projects with better results.
- Happier stakeholders.
Book Your Workshop
Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
Module 1: Assess Driving Forces and Risks
The Purpose
- Assess the goals and needs as well as the risks and constraints of a work management optimization.
- Take stock of your organization’s current work management tool landscape.
Key Benefits Achieved
- Clear goals and alignment across workshop participants as well as an understanding of the risks and constraints that will need to be mitigated to succeed.
- Current-state insight into the organization’s work management tool landscape.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Review the business context. |
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| 1.2 | Explore the M365 work management landscape. |
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| 1.3 | Identify driving forces for change. |
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| 1.4 | Analyze potential risks. |
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| 1.5 | Perform current-state analysis on work management tools. |
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Module 2: Determine Tool Needs and Process Maturity
The Purpose
- Determine your organization’s work management tool needs as well as its current level of project management and project portfolio management process maturity.
Key Benefits Achieved
- An understanding of your tooling needs and your current levels of process maturity.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Review tool audit dashboard and conduct the final audit. |
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| 2.2 | Identify current Microsoft licensing. |
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| 2.3 | Assess current-state maturity for project management. |
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| 2.4 | Define target state for project management. |
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| 2.5 | Assess current-state maturity for project portfolio management. |
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| 2.6 | Define target state for project portfolio management. |
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Module 3: Weigh Your Implementation Options
The Purpose
- Take stock of your implementation options for Microsoft old project tech and new project tech.
Key Benefits Achieved
- An optimized implementation approach based upon your organization’s current state and needs.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Prepare a needs assessment for Microsoft 365 and Project Plan licenses. |
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| 3.2 | Review the business case for Microsoft licensing. |
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| 3.3 | Get familiar with Project for the web. |
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| 3.4 | Assess the MS Gold Partner Community. |
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| 3.5 | Conduct a feasibility test for PFTW. |
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Module 4: Finalize Implementation Approach
The Purpose
- Determine the best implementation approach for your organization and prepare an action plan.
Key Benefits Achieved
- A purpose-built implementation approach to help communicate recommendations and needs to key stakeholders.
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Decide on the implementation approach. |
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| 4.2 | Identify the audience for your proposal. |
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| 4.3 | Determine timeline and assign accountabilities. |
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| 4.4 | Develop executive summary presentation. |
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Module 5: Next Steps and Wrap-Up (offsite)
The Purpose
- Finalize your M365 and MS Project work management recommendations and get ready to communicate them to key stakeholders.
Key Benefits Achieved
- Time saved in developing and communicating an action plan.
- Stakeholder buy-in.
| Activities: | Outputs: | |
|---|---|---|
| 5.1 | Complete in-progress deliverables from previous four days. |
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| 5.2 | Set up review time for workshop deliverables and to discuss next steps. |
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