Bo.oms up! How to approach resource management from the bo.om Presenter: Janice Caler, PMP, CPBPM Solu)on Architect

Transcription

1 Bo.oms up! How to approach resource management from the bo.om Presenter: Janice Caler, PMP, CPBPM Solu)on Architect

2 One of the top four reasons why projects fail is because of the lack of visibility into resource workload. (Project Insight)

3 Key topics 1. How does resource capacity management affect project outcomes? 2. Star)ng from the beginning: how do you iden)fy resource requirements? 3. Implemen)ng a bo.om-up approach to resource management for op)mum results

4 Resource capacity management process Resource capacity management: The process that ensures an organiza)on s resource capacity can meet business needs cost effec)vely. Based on the net availability of resources.

5 Why is effec)ve resource capacity planning hard? Lack of clear understanding of demand Unknown capacity

6 Defining resource types What is a Resource Type? A high-level defini)on of the type of resource needed for the job func)on Developer PM DBA Architect Did you know? Skillsets can be used to further define a resource s knowledge, skills and abili)es

7 Defining (planning) capacity for your project Project managers define resource type requirements (hours) needed and dates. The Capacity Planner provides an overview of all resource type requirements vs capacity. Is there capacity available for my project?

8 Capacity Planner Demo Demo

9 Key topics 1. How does capacity management affect project outcomes? 2. Star)ng from the beginning: how do you iden)fy resource requirements? 3. Implemen)ng a top-down approach to resource management for op)mum results

10 Define resource requirements What type of work needs to be performed Who needs to perform the work iden)fied as resource type(s). How many hours and dates for each resource type

11 Build a resource plan

12 Build a resource plan Alloca?on visibility for the project manager: Unsubmi.ed requests are shown as Unsubmi.ed Unfilled requests are shown as Pending Op)ons on the Display and Update menus Scheduled Actuals Availability Financials Scheduled vs Alloca)on Actual vs Alloca)on Actual vs Scheduled

13 Submit resource requests Submit requests Project Managers submit requests to Resource Managers By Resource Type By Named Person Add comments Resource Requests are aggregated in the Team Manager Did you know? If individual reques)ng the resource = Resource Manager, alloca)on is automa)cally approve Requests can be submi.ed for all Unsubmi.ed requests or for par)ally Unsubmi.ed requests Requests submi.ed for a named person can be automa)cally approved.

14 Resource Plan Demo Demo

15 Key topics 1. How does capacity management affect project outcomes? 2. Star)ng from the beginning: how do you iden)fy your resource requirements? 3. Implemen)ng a bo.om-up approach to resource management for op)mum results

16 Step by step: the bo.om-up approach Step 1 Step 2 Identify resource types needed for specific tasks in the work plan Plan the project schedule with dates and hours using resource types Step 3 Update Resource Plan using schedule data Step 4 Resource requests created from schedule requirements Step 5 Submit resource requests to Resource Manager Step 6 PM reviews and monitors resource allocation

17 Review outcomes Compare planned resource alloca)on, scheduled hours, and actual hours reported by the resource in Resource Plan Monitor frequently to ensure resources are allocated correctly

18 Bo.om Up Resource Plan Demo Demo

19 How will you get started?

20 Your ac)on plan Monday morning Next 90 days Next 12 months Determine star)ng point based on most pressing need Demand Management and Project Slodng Alloca)on of resources to projects Tracking individual )me against projects or tasks? Preparing to deploy resource management Resource Types created Users assigned to the appropriate resource types Non-project work has been accounted for Define external resources Establish training curriculum Con)nuously monitor planned versus actual resource requirements Make adjustments to requirements when necessary Conduct refresher training as needed

21 Addi)onal resources Contact customer success manager Leverage customer enablement team for onsite consul)ng Sof Planning / Resource Type Task Assignment - h.ps://changepoint.wis)a.com/ medias/jjf4eikcsk Work with customer care team

22 Please fill out the survey! We want your feedback! Win an Amazon Echo Show Each survey submi.ed = a chance to win 1 st drawing Fireside chat on Day 2 2 nd drawing Locknote at the end of Day Changepoint

23 Ques)ons?

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