Office of Project Management Metrics Report Presentation Phil Braun Project Management Consultant – Alliant Energy – Office of Project Management

Framework Metric Report is run at least monthly (some are every two weeks) Every project is assigned two dates and two dollar amounts Triangle Inner – Finish date (based on Project Schedule) and dollar amount are updated every two weeks Triangle Outer (Goals) – Finish date and dollar amount to include contingency (Determined in Project Charter and Project Change Requests) Comparing the current TI to the TO every reporting period = Remaining Contingency Triangle Inner Cost/Date Triangle Outer Cost/Date Contingency

Metrics (continued) When completed, the final report will contain the following worksheets in an Excel Workbook for each project governed by OPM: Accomplishments Dashboard Vendor Scorecard Change Management Dashboard Metrics Report Task Graphs Project Performance Graphs Resource Allocation Resource Non-Working Time Triangle & Benefit Summary Risk Matrix Issues Matrix Communications Matrix Training Matrix Decisions (Updates at least monthly) After review I see this as a Table of Contents/Agenda/topics to be covered slide to bring the various topics clarity and to help identify when we are switching gears… I did lose sight of this during the presentation so perhaps a graphic (in the footer?) although with this many tabs that might just be too crowded to see 

Accomplishments Following questions are answered by the Project Manager in the Accomplishments page in the project metrics report: Review Date Project Driver (Time, Cost, Scope) Overall Project Health (Completed by OPM using Project Dashboard) Executive Summary Key Decisions, Issues, and/or Risks Significant Accomplishments Since Last Meeting Major Work Planned Over Next Period Comments Follow up Items from previous meeting Outcome of Action Items from Previous Meeting

Project Dashboard Used to communicate status of the project. Information taken from latest metric report and put into Microsoft Excel Dashboard is then made into .pdf file and placed on Company Intranet Data entered into input area that drives formulas to calculate variances and determine overall status color All Projects are rolled up to Portfolio Dashboard 5

Project Dashboard (continued) Input area 6

Project Dashboard (continued) Calculated Fields Time and Cost Contingency Color indicator based on matrix Not necessarily intuitive – the contingency status is worse as the % decreases (remaining contingency I assume) and the duration status worsens as the % increases (variance I assume). 7

Project Dashboard (continued) Calculated Fields Average Task Completion Rate: Resource Over allocation I noticed it a couple of slides back in the midst of a lot of data but now that it is highlighted… what is PMPA Score? PMPA Score 8

Project Dashboard (continued) Overall score calculation Every new project starts with a total of five (5) points. The resulting score determines the overall project health indicator as follows: GREEN equal to or greater than 3.5 and up to 5 points; YELLOW equal to or greater than 2 and up to 3.4 points; RED equal to 0 and up to 1.9 points If a project is projecting over budget or late,then its Overall Health will be indicated as “RED.” 9

Project Dashboard (continued) This one will likely need to be BIGGER for us old folks! 10

Vendor Scorecard Vendor Scorecard is completed by the Project Manager to track Vendor performance on a project. The following data is tracked: Overall Vendor Performance Project Name Vendor Name (one report done for each vendor if multiple vendors on project) Type of Contract Contract Dollar Amount Purpose for Vendor Has this Vendor been used on a previous contract? Current Risk Score for Vendor portion of Risk Matrix and Risk Level for Vendor Questions on Vendor Performance Each section contains a comment area that can be used if needed Purpose for Vendor - Not sure I get this one… the vendor’s purpose is to make money off of you… I guess that this it is not meaning you are looking for here

Vendor Scorecard Questions Resource (Red, Yellow, Green, N/A – Answers) Is the vendor providing enough resources to get the work done? Are the vendor resources knowledgeable about the product? Is the vendor responsive to questions and requests? Is the vendor Project Manager performing effectively? Performance (Yes, No, or N/A – Answers) Are deliverables being completed on time? Is the cost still in-line with the current contract? Is the vendor providing tasks that are essential for project success and are they updating those tasks on timely basis? Is the vendor meeting quality expectations? Issues (Taken from Issues Log – Automatically calculates Red, Yellow or Green) Customer Satisfaction (Yes, No, or N/A – Answers) Meets commitments made to Stakeholders? Is the Project Manager satisfied with the vendor? Is the Project Team satisfied with the vendor? Escalation (Yes, No – Answers) Have you had to escalate any issues to the vendor’s management? If yes, were the issues resolved as expected? Vendor Milestones (Green or Red based on if Milestone is completed on time) Updated from metrics report

Example of Vendor Scorecard (Page 1)

Example of Vendor Scorecard (Page 2)

Project Change Management Dashboard

Metrics Report The metrics report is ran by using a macro that exports a Microsoft Project schedule to a Crystal Reporting engine that then exports the following information to Microsoft Excel. Metrics completed in categories: Project Plan Summary Date Summary/Task Summary Tracking Milestones Cost Summary/% Completion Rate Miscellaneous Comments Audit Summary Metrics Summary Project Plan Audit Project Plan Metrics

Metrics Report (continued) Project Plan Summary

Metrics Report (continued) Date/Task Summary

Metrics Report (continued) Tracking Milestones List of Milestones set by Project Manager Fields Tracked include the following: Task Name Triangle Inner Date Triangle Outer Date % Complete Difference in weeks

Metrics Report (continued) Cost Summary/% Completion Rate

Metrics Report (continued) Miscellaneous # Scope Change Requests Approved changes to scope on the project PMPA Score Internal score used to gauge strength of schedule CSAT (Customer Satisfaction) Score Currently in progress to determine best way to capture metric

Metrics Report (continued) Comments Used to comment on changes that may need to be made to schedule Used to relay information regarding schedule and metrics report

Metrics Report (continued) Audit Summary

Metrics Report (continued) Metrics Summary

Metrics Report (continued) Project Plan Audit Displays activities that are on the Critical Path Project Plan Metrics Displays following activities: Tasks scheduled for completion by the current status date Tasks scheduled for completion by the current status date and actually completed Tasks scheduled for completion by the current status date that were deleted Late tasks Total tasks deleted Total tasks added Grand total of tasks completed since last status date Tasks scheduled to be completed during next period

Task Graphs

Task Completion History Graphs Shows the Task completion rate by reporting period

Forecasted Project Completion Date Calculates Approximate finish date based on tasks being completed every reporting period Uses trend lines for analysis

Project Performance Graphs

Time & Cost Contingency Contingency is the difference between the Triangle Inner Date/Cost and Triangle Outer Date/Cost Graph shows contingency history by reporting period

Percent Complete

Time vs. Work Graph is created in Microsoft Project using Analyze Timescaled Data in Excel… Add in. Graphs work to be completed over the length of the project.

Resource Allocation

Resource Allocation Shows Percent of Allocation by Week Capacity (Includes Vacation and Holidays) Resource Name Shows all projects that resource is assigned to Data is taken from Project Server 2007 – Resource Center and downloaded to Microsoft Excel. Macro is then ran to format data and add color, format, etc.

Resource Non-Working Time Resource Enters Non-Working time into Microsoft Outlook Add-In Time is placed in MS Outlook calendar and also placed into MS Project Server Resource Calendar impacts project schedule Report allows PM to see scheduled time off for team

Triangle and Benefit Summary Triangle Outer and Triangle Inner information Cost broken out by year and summed Scope – Must have and nice to have Explanation of benefits

Matrix Types Risk Matrix Header of Risk Matrix Updated weekly Projects categorized as High, Medium or Low risk Following categories are used: Technical, Quality & Performance Project Management Organizational Vendor Other External Header of Risk Matrix

Matrix Types (continued) Issues Matrix Used to track issues on the project Header of Issue Matrix Communications Matrix Used to track needed communications relevant to project Header of Communications Matrix

Matrix Types (continued) Decision Matrix Used to track decisions made by project team or decisions that affect the project Header of Decision Matrix Training Matrix Used to track training needs for the project Each project can develop and maintain their own training plan

Portfolio Dashboard Legend

Examples Examples of metrics reports are available as a hard copy here today If you are interested in receiving a soft copy please email philipbraun@alliantenergy.com