Download - Resource Mgmt Jackpot Slides Final 022014
Hit the Resource Management Jackpot 4 Critical Success Factors for Project-Driven Resource Management
featuring Andy Jordan of Projects at Work
Feb. 20th, 2014
© Innotas 2014| Confidential
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Today’s Moderator
Matt Sandberg - West Coast Sales - Over 7 years experience in PPM, APM, and IT Governance space - MBA Candidate, U.C. Berkeley
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Today’s Agenda
Andy: 30 minute Presentation
Matt: 15 minute Innotas Overview & Resource Management Demo
Q&A: 10 minutes
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Featured Speaker
Andy Jordan
-Founder & President, Roffensian Consulting Inc. -Author of Risk Management for Project-Driven Organizations -Contributing author for Projects at Work
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Introduction
Resource management is often not seen as an integral part of project management o Resources are assigned
o PMs only handle task management
Resource management is frequently only addressed when projects start o No proactive planning
o No portfolio wide planning
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Why we need a better way
Organizations never execute projects in isolation
Resource decisions have wide ranging impact
Resource skills and availability can have long lead times
If resources are not well managed they won’t be engaged or productive
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Four factors for success
Alignment – ensuring that resource commitments align with organizational needs
Agility – the ability to adjust and respond to shifting priorities and new challenges
Visibility – accurate and timely views of current and projected needs for all business areas
Collaboration – project and organizational management working together for effective resource management
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Alignment
Resource assignments must be based on organizational needs o Resources allocated where they can deliver the best return
o Skills availability based on projections of requirements (training and recruitment)
o All resource needs considered – operations, projects, service requests, etc.
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Agility
Resource assignments must be capable of effective and timely updating o Resource allocations will need to change with changing circumstances
o Organizations have to be able to understand options for changes considering ability and impact
o Resource allocations must be capable of rapid but clear adjustments
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Visibility
Resource allocations and needs can’t be unclear or imprecise o All stakeholders need to see assignments, availability, needs, etc
o Organizations have to be able to quickly see current and future needs and identify variances
o Information has to be timely, accurate and complete
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Collaboration
Resource management is a shared responsibility between resource owners, project managers and HR o People must be managed as complete individuals – work execution, skills
development and career advancement
o Resource assignment requires discussion and agreement
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Making it happen
Commitment to culture and values o Understanding that resource management requires input from all stakeholders
o Appreciation of the importance of ‘full lifecycle’ resource management (hiring to departure)
Processes and approaches that support the approach o Resource management needs to integrate with all organizational elements –
portfolio planning and modeling, change management, etc
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Making it happen – cont’d.
Software tools capable of supporting the approach o Resource management system integrated with project
portfolio management (PPM) suite
o Timely data capture and reporting
o Powerful analysis and modeling engines
o Full visibility into current state to provide decision support
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• San Francisco-based
• Est. 2006
• Leader in Cloud Portfolio Management
• Cloud-native
• 350+ customers
About Innotas
“Leader” for PPM
“Visionary” for IIPA
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Innotas PPM
Requests Entered,
Prioritized, and
Approved in Innotas
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Innotas PPM
Requests Entered,
Prioritized, and
Approved in Innotas
Projects Created
and Scheduled
(High Level)
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Innotas PPM
RESOURCES
$ Projects Created
and Scheduled
(High Level)
Requests Entered,
Prioritized, and
Approved in Innotas
Resources Assigned
and Projects Executed
Page 18 © Innotas 2014| Confidential or any other service desk solution
Innotas PPM
RESOURCES
$ PPM
Projects Created
and Scheduled
(High Level)
Requests Entered,
Prioritized, and
Approved in Innotas
Resources Assigned
and Projects Executed
Projects Arranged
into Portfolios
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Innotas PPM
RESOURCES
$ PPM
ANALYTICS ALIGNMENT INTEGRATION ENGINE DASHBOARDS
Projects Created
and Scheduled
(High Level)
Requests Entered,
Prioritized, and
Approved in Innotas
Resources Assigned
and Projects Executed
Projects Arranged
into Portfolios
Information Analyzed
for Subsequent
Planning
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The Innotas Approach to Winning Big in Resource Management - Demo
Contact Info
Innotas
111 Sutter Street, Suite 300 San Francisco, CA 94104 +1 866-692-7362 www.innotas.com
@innotas
www.linkedin.com/company/innotas
Andy Jordan 160 Concession 8W Perkinsfield, ON L0L 2J0 +1 705-527-7809 www.roffensian.com
[email protected] @RoffensianPM