People Ready

PPM End User Training with Adoption Strategy

People. Project. Performance

WHY CHOOSE OUR PPM TRAINING

EPM Solutions is a Project Portfolio management solution company first, a training company second. As such, our trainers are those who posses significant real world implementation experiences. Learning from the books and learning from real world practices can make a world of differences in your PPM adoption success.

Adoption Training

PLAN AND MANAGE CHANGE  FOR ROLL-OUT SUCCESS 

PPM tool can change the way you do business. As such you may encounter resistance. Adoption Training goes beyond the skill level, and helps you engage with users more efficiently and increases customer satisfaction.

PPM End User Training

BUILD COMPETENCY. IMPROVE PRODUCTIVITY

Robust training is the glue holding the tools, processes and people together to bring about the successful implementation of your project and portfolio management solutions.

1 PPM for Executives
2 For Project Managers
3 For Resource Managers
4 For Team Members
5 PPM Administrators
6 Portfolio Managers
7 PPM Adoption Management
1 PPM for Executives

Length: 3 hours
Delivery Options: Remote or Onsite 

Course Overview
The goal of this three hours, instructor-led course is to prepare executives to effectively leverage PPM solution for reporting purpose. After completing this course, executives will be experts in navigating executive-level reports and documents.

Course Outline

  • Getting Acquainted with High Level PPM Capabilities
  • Customizing Personal Dashboard Settings
  • How to Get Custom Reports and Dashboards You Need
2 For Project Managers

Length: 2-4 days 

Course Overview

The goal of this course is to provide program managers, project managers, project planners with the skills necessary to effectively create, update & maintain projects within your PPM Environment.

Course Outline

  • Getting Acquainted with PPM
  • Introducing the Project Server Interface
  • Initiating Project Request
  • Creating Enterprise Projects
  • Working with Tasks
  • Planning Resources and Assignments
  • Executing Project
  • Monitoring Time and Tasks
  • Approving Time and Task Updates
  • Controlling Variance
  • Customising Personal Settings
  • Working with Project Sites
  • Managing Project Sites
  • Working with Status Reports
  • Using the Resource Management Feature
  • Using the Project Center and Project Views
  • Understanding Business Intelligence
  • Utilizing pre-developed Reports and Dashboard
3 For Resource Managers

Length: 1 day
Delivery Options: Remote or Onsite

Course Overview
The goal of this one-day, instructor-led course is to provide resource managers with the skills necessary to effectively utlize all resource management and capacity planning features in thier PPM enviroment.

Course Outline

  • Getting Acquainted with Your PPM Solution
  • Introducing PPM User Interface
  • Initiating Project Proposals
  • Planning Resources and Assignments
  • Initiating Project Proposals
  • Monitoring Time and Tasks
  • Approving Time and Tasks Updates
  • Customizing Personal Settings
  • Working with Status Reports
  • Using the Resource Center
  • Using the Project Center and Project Views
  • Understanding Business Intelligence
  • Using Custom Reports

4 For Team Members

Length: 1 day
Delivery Options: Remote or Onsite

Course Overview
The goal of this one-day, instructor-led course is to provide team members with the knowledge and skills necessary to manage their tasks, report their time, and manage their respective issues and documents effectively.

Course Outline

  • Getting Acquainted with PPM
  • Introducing the PPM User Interface
  • Working with Project Sites
  • Working with Status Reports
  • Using the Project Center and Project Views
5 PPM Administrators

Length: 3-4 day/ 
Delivery Method: Remote or Onsite

Course Overview
The key emphasis of this four-day instructor-led course is to provide application administrators with all the knowledge and skills necessary to effectively manage the PPM solution implemented from day to day.

Course Outline

  • Initiating Project Proposals
  • Monitoring Time and Tasks
  • Approving Time and Tasks Updates
  • Customizing Personal Settings
  • Working with Status Reports
  • Using the Resource Center
  • Using the Project Center and Project Views
  • Understanding Business Intelligence
  • Using Custom Reports
6 Portfolio Managers

Length: One Day
Delivery Options: Remote or Onsite 

Course Overview
The goal of this one day, instructor-led course is to prepare Portfolio Managers to effectively leverage PPM solution for portfolio planning including cost and resource synarios. After completing this course, Portfolio Managers will be proficient in using your PPM solution's portoflio management capabilities for report, analysis and forecast.

Course Outline

  • Process Overview
  • Preparing for Portfolio Analysis Module
  • Defining the Portfolio Module
  • Performing Resource Analysis
  • Completing the Analysis

7 PPM Adoption Management

Length: 2 days
Delivery Options: Remote or Onsite 

Course Overview
The goal of this two days, instructor-led course is to prepare the individuals responsible for leading the PPM initiative. After completing this course, the PPM leaders will be proficient in planning and managing changes for succesful user adoption in the enterprise rollout of PPM.

Course Outline

  • Tips, Tools and Techniques Overview
  • Change Management is a Project
  • Tools to conduct Your Own PPM Maturity Assessment
  • How to Conduct an Adoption Survey
  • Coaching Skills to Motivate Those with Resistance
  • Creating a Change Management Communication Plan
  • Executing and Monitoring Change Plan
  • Best Practice for Leading a Change Initiative of Any Size

Get a FasTrack PPM Implementation.

FasTrack Microsoft PPM

For more information, to register a public course, email us at training@epmsolutions.com.