Overview
Skills
Job Details
Job Responsibilities:
Preparation
Discuss goals, success, environment/tenant, licensing.
Discuss remote access to tenant, P5 Planner license for Dell consultant.
Review how projects are managed today.
Discuss rolling up project data
Discuss project-level templates for waterfall and agile projects.
Discuss task rollup Task Project Portfolio
Discuss reporting options for proper set up and roll out during onboarding
Discuss user enablement
Communications & training planning.
Portfolio management plan and design
Setting up a Microsoft Team & SharePoint site for Planner users to build Planner community.
(one place for Planner questions, announcements, training, recorded sessions, sharing).
Should Planner mobile application be used?
Cohort rollout planning (waves of users)
Onboarding
Identify training content and define three onboarding session types (one for end users
Define Onboarding Sessions
User Onboarding Session (~326 staff users)
Basics of using Planner to contribute to personal productivity and project task tracking.
Project Manager Onboarding Session (~7 PMs)
User Onboarding Session plus activities needed to create, track status, complete projects.
Reusing projects and/or using templates
Portfolio Manager Session (TBD)
User + PM onboarding sessions, plus activities related to portfolio management
Strategic Goal Reporting
Implement reporting for specific projects, goals and status
Onboard users
Enable P5 licenses to targeted users.
Provide onboarding sessions
Support Users
Conduct office hours drop-in sessions,
Participate in the Microsoft Team for Q&A, knowledge sharing, tips and tricks, new Microsoft training content, etc.