Using Confluence for
Project Portfolio
Management at
New York University
DLF PM Group, Fall 2008. [email protected]
What is Project Portfolio
Management?
analyzing and collectively managing a
group of current or proposed projects
based on numerous key characteristics.
--Wikipedia, "Project Portfolio Management," 11/13, 2008
DLF PM Group, Fall 2008. [email protected]
Who Does Project Portfolio
Management?
Leadership Team for Academic
Technology @ NYU
- .edu Leadership team
- Digital Library Technology Services
- ITS - Faculty Technology Services
- ITS - eServices (Apps & Systems)
- ITS - Student Technology Services
DLF PM Group, Fall 2008. [email protected]
What Do We Do?
- Evaluate potential & current projects
- Prioritize
- Allocate resources
- Review project status, problems
- Resolve issues
- Report down, up and out
Need processes and tools to do so
DLF PM Group, Fall 2008. [email protected]
How Would a Portfolio
Management Tool Help?
- List all current and proposed projects
- List (un)available resources
- Run staffing / cost scenarios for
proposed projects
- Send notifications on project status /
problems
- Run reports on various criteria in
various ways
DLF PM Group, Fall 2008. [email protected]
We Don't Have a Tool.
- Wiki for documentation
- Home-grown PM tool ONLY for project
status
- Spreadsheets for staffing scenarios &
tracking
- Individual's choice for PM support
No way for Leadership Team to see the
whole picture
DLF PM Group, Fall 2008. [email protected]
How Do We Evaluate and
Prioritize?
- Is there demand?
- IT viability?
- Strategic alignment?
- Available resources?
- Costs clear?
DLF PM Group, Fall 2008. [email protected]
Project Proposal Process
- Anyone can submit a project proposal
- Fill out template in wiki
- Project cycle:
- 3 semesters/year: Fall, Spr, Sum
- Proposals 2 months before
semester start
DLF PM Group, Fall 2008. [email protected]
DLF PM Group, Fall 2008. [email protected]
Project Approval by
Leadership
- 1 month before semester start
- Notify project managers and project
team members
- Project Snapshot into wiki
- available to project staff
- available to management
- document milestones, major
decisions
DLF PM Group, Fall 2008. [email protected]
Conclusion 1
Wiki:
- good for linear documentation
- static data (can't repurpose)
- limited layout capabilities
- bad for helping PM organize and plan
- bad for reporting
Home-Grown tool: unsatisfactory
DLF PM Group, Fall 2008. [email protected]
Conclusion 2
- Currently seeking PM tool to handle:
- Project Portfolio Management
- Project Management
- Reporting
DLF PM Group, Fall 2008. [email protected]
Conclusion 3
Project Lifecycle Process in
development:
- proposal
- evaluation
- initiation
- project management
- portfolio management
- transition to production service
DLF PM Group, Fall 2008. [email protected]
