PMO Newsletter

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December 14, 2012 | Volume 01, Issue 11

Wells Fargo Dealer Services Project Management Office

The Inside Scope

The Newsletter for the PMO on the Go! Driving Empowerment through Excellence, Execution, Communication, and Consistency in Project Delivery A huge “JOB WELL DONE!” goes out to Amy Howard for her leadership in getting this volunteer activity arranged for the team and a special “THANK YOU!” for her contribution of this article to The Inside Scope!

Lending a Helping Hand Target Audience(s):

All PMO Team Members

Matt Cantono and Cathy Mungon traveled to Greenville, NC during the week of December 3rd. During this time, the team volunteered at the Ronald McDonald House of Eastern North Carolina. The Ronald McDonald House is “a temporary home for families of seriously ill or injured children receiving treatment from area medical facilities” (http://www.rmhenc.org/our-story-and-mission). The team assembled luminary kits to be sold as a fundraiser. Each kit sells for $10 and contains 10 luminaries (bags, candles and sand). One $10 kit funds an entire family‟s one night stay at the Ronald McDonald House. Since most of the families staying at the house will either be at the hospital with their child or at the Ronald McDonald House during the holidays, a collection of toys, which were donated throughout the year, are offered for the parents to give as gifts to their children. The team also helped to gather and set up all of the donated toys in the house for the parents/families to be able to choose a couple of toys for their child. By doing so, the families will have a gift to give their child without having the additional stress of shopping for the holidays.

Quality Review Update — Ronald McDonald and TeamG

Dec’12 Quality Review: Payments in the Stores Deborah Cartwright, PM Debi Nagy, Reviewer

Target Audience(s):

All PMO Team Members

In 2013, the PMO Management Team will be enhancing the processes supporting Quality Review with focus on: QR Assessment process: What is assessed, how it is being assessed, and how assessment feedback is shared with team members. To support how assessments are documented and scored, the goal is to design a numeric result on each quality review aligning to overall risk of finding ( PM Policy, TPM, PMO P&P, Administrative & other categories) that aligns with standard Wells Fargo Internal audit ratings, all of which is supported by a detailed QR checklist. Maturation of process to support training of team members on items identified out of QR process (opportunities and best practices). Team member training around QR process and expectations.

More to come in Q1 2013! Questions? Contact projectmanagementoffice@wellsfargo.com


New TPM Course: Managing Project Risks Target Audience(s):

All PMO Team Members

A new course is now available on the Learning Center: Managing Risk on Projects. This is a self-paced course that compliments the virtual course by the same name offered by Project Results & Optimization Services (PROS). The intent is to provide you with the basic information if attending the four-hour virtual course is not an option. In this course, you learn to identify and clearly define risks using a proven technique, evaluate and prioritize risks, and monitor and control them. This will help you as you meet the requirements of the TPM‟s Risk Management deliverable. The course takes approximately one hour to complete and carries 1 PDU for PMI continuing education credits (use Provider ID 2487, Course Code O034-003572 and use your Learning Center transcript as proof of completion). Click here to register for the course.

A New Home in Time for the Holidays! The Greenville Restack project continues full swing, and the Greenville PMO has received a gift just in time for the holidays—a facelift to their work area! A part of the ninth phase of the restack, Amy Howard, Christine Boise and Deborah Cartwright moved into their new work spaces on December 13 th. After being in temporary locations for approximately 2 months, everyone was very excited to get settled into their new areas. “We are all really excited about the new workspaces. There seems to be so much lighter in the space, and the area is much more comfortable. Plus, it‟s great to be closer together so that we can collaborate more”, said Christine. In addition to new carpet and paint, the build out of the PMO area in Greenville included 5 new workspaces for the team and the addition of a new “Team Room”—a small room which will be used for conference calls and other small meetings within the PMO. “The new Team Room was once a much underused supply closet. The team in Greenville brainstormed about how to maximize the use of our current space, and came up with the idea of having a small area for meetings. I think it was a great use of the space, and has turned out to be a space that everyone on the team will enjoy using”, said Shannon. All that remains left to complete are the final „decorating‟ touches to make the new area feel like home!


WFDS PMO Team Site New Project Level Status Reporting Link Target Audience(s):

PM and PC Team Members

A link has been built on the WFDS PMO Team Site to list Project Status Report URLs which will link to your individual project‟s sites. This centralizes information so the IT PMO Leadership can access detailed project level status reporting, along with the most up to date project information consistently. To support this process on an ongoing basis, please remember to grant the following individuals access to your project and work effort level sites: Cathy Mungon, Jared Furgeson, Brenda Galliardt, Evon Everhart, Nicole Gosselin, Morany Phen, Dana Leonard, Debi Nagy, Alane Pietka, and Shannon Hoggard. The new status report list can be accessed from the “Lists” section of the WFDS PMO Quick Launch panel on the left side of the screen.

R1.13 TPM Release Target Audience(s):

Coming January 22!

All PMO Team Members

TPM will conduct its first release of 2013, R1.13, on January 22. This TPM Release includes revisions to templates, reference guides, and TPM site content that are being made to improve clarity. There are no changes in TPM requirements in this release, and details will be covered during overview and training sessions that will take place in January in preparation for the “official” TPM release on the 22nd. We will also conduct training and overview sessions for the new WFDS PMO Policy and Procedure rollout in the January timeframe as well. We will use our All Up Meeting time on January 9 th to begin communicating and training of both PMO Policy and Procedure and TPM changes, and invitations to additional sessions will be forthcoming. Questions? Contact projectmanagementoffice@wellsfargo.com


GRPPO is all cleaned up! By Amy Howard

Target Audience(s):

All PMO Team Members

Need your help to keep the directory tidy by: 1. Only save pertinent items to the directory 2. Utilize templates on intranet sites instead of storing on the directory 3. Store items in appropriate folders

Reminder

SharePoint is a tool for collaboration, communication and sharing of documents during a project‟s life cycle; however, ALL final project records/artifacts should be stored on the GRPPO directory.

Questions? Please see the WFDS Records Retention intranet site or contact the PMO Records Coordinators - Amy Howard and Shannon Peck.

Immediate Action Required by All PMO Team Members! Review the policy and security reminders shown on this page. Ensure you are in compliance.

Important Policy and Security Reminders:  All team members are responsible for compliance with document storage, destruction and security policy and guidelines.  Documents should be immediately retrieved from fax machines, copiers, and printers.  Documents containing confidential and restricted information should not be posted on walls, common areas, and white boards.  Non-public personal information is stored in an area that is out of sight during non-office hours to protect the information from foreseeable threats in security and data integrity.  All documents, including working files, copies, and drafts should be stored in a secured location.  Any official electronic records should not be stored in Messaging Platforms, SharePoint sites, or Blackberry Phones.  Activities related to transporting records should follow the Secure Transportation of Confidential and Restricted Information standards such as approved shipping vendors, confidential interoffice envelopes, etc.  Documents should be protected at remote locations and home offices to prevent unauthorized access.  When disposing of confidential information, all paper material including internal use, confidential and restricted information should be emptied into a vendor secured shred bin.

Non-paper records (CDs, DVDs, tapes, etc.) should NOT be placed in the shred bin for destruction.


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