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.
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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.
Book NowModule 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: | |
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| 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: | |
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| 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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