Onboarding New Project Manager team members

Target dates

(subject to change)

Topic

Time/

Duration

Contact Person

Thursday, November 14th

HR Onboarding

9 AM- HR Onboarding

9:30 AM- Meet in The Hive (Shawn)

10- 11 AM- PMCI All-Hands

11:30- 1:00 PM- ITS Potluck

Welcome

30 minutes

Erin

1:00- 1:30 PM- Zoom

Welcome

·        PPMO background, how PPMO is organized and where PPMO fits within UCSD

·        PPMO Strategic Goals, Vision, Mission and Values

·        Software Development Life Cycle

·        Focus on Statistical Project Management (high level)

Logistics

1:30-1:45 PM

Shawn

Overview of Onboarding Plans and Material

Confirm access to Onboarding Tracker- Ryan Lew, Channing Serio, Karun Kapur

Thursday, November 14 –

Tuesday, November 19

Self-paced Exercises

self-paced

Self

Review the Onboarding tracker (Template - Onboarding Tracker - ITS PPMO - UCSD Collab)

Note: Each team member will have their own individual page where process can be tracked.

a.      Review Checklists

b.      Review and complete Required Training

c.      Confirm Access

d.      Register for LSS Yellow Belt training session (future date)

e.      Register for New Employee Orientation (recommended 1 week after start and less than 30 days from start)

f.       Register for Benefits Orientation

On-going- as time permits:

Start to review ITS PPMO - UCSD Collab

Start to review PPMO “How-to-Articles” articles, including:

·        SPM Papers Vince Kellen - ITS PPMO - UCSD Collab

·        Volatility Measurements - ITS PPMO - UCSD Collab

Methodology - ITS PPMO - UCSD Collab

ITS PRO Ontology - ITS PPMO - UCSD Collab

ITS-PRO Time Tracking - ITS PPMO - UCSD Collab

Wednesday, November 20

PPMO- Morning

11- 12:00 PM

(1 hour)

Shawn

Deeper dive:

·        PPMO framework

·        PPMO roles

·        How ITS group are organized (service owners, change board, data integration services, security, infrastructure, DIS, etc.)

Projects-

Afternoon

Varies

Project Onboarding Sessions to be scheduled, including these types of topics[SP1] :

·        Introductions and project background

·        Review project planning

·        Shadow and attend project meetings if available (PM will add you as optional where applicable)

Self-lead review:

ITS PPMO - UCSD Collab

PPMO framework

ESR Strategic Organizational Change Management - UCSD Collab

Thursday, November 21

PPMO- Morning

9-10:30 AM

(1.5 hours)

Shawn

Review ITS Tool Sets, Templates and Expectations

·        Communication and Collaboration Tools (SharePoint, Collab, Google Drive, OneDrive)

·        Project Records

·        PPMO templates

·        Project Planning and Tracking, Timekeeping (ITS-PRO, Structure)

·        Milestones and linking to deliverables (keeping updated)

·        Estimating tasks

·        Risk Management

·        Tracking decisions and issues

·        Stakeholder management

·        Reporting (Project Activity Hubs) and project reporting

Projects-

Afternoon

Varies

(Afternoon) Project Onboarding Sessions continued (to be scheduled)

Self-lead review:

ITS PPMO - UCSD Collab

PPMO framework

Strategic Organizational Change Management - UCSD Collab

Friday, November 22

BSA

1 hour

Prachi

Business System Analysts and Framework review

Reference: Business Analysis Framework

BSA

Self-paced

Self

Self-lead Review:

Business Requirements Document- video (select, "Slide Show," then select "Start from the Beginning.")

Report Requirements template

Monday, November 25

PM

11-12 PM

Mindy Peng

Meeting topic: PPMO’s use of Structure for project planning- Mindy will be showcasing the use of Structure in Activity Hub projects

TO BE SCHEDULED

Project Walkthroughs

To Be Assigned

Project contact to walk through example Collab site, set-up, ITS-PRO, reporting, etc.

Week of December 1

Daily Check-ins

15-30 minute check-ins

Monday, December 2

CAB

10 - 11:30 AM

(1.5 hours)

Jeno Bonneti

Change Management (CM) Training

 Agenda

Topics include but are not limited to the following:

• Access to Request and Notification workspace

• Overview of CM process

• Change Advisory Board (CAB) weekly review

• Creating and submitting requests

• Approvals (FYI: they will expire)

• Updating tickets – during implementation

• Subtasks – what are they and how to use them

• Closing requests

• How to get help when you have a question or issue

December 3

Reporting

1-2:00PM

John Lane

 Topics: John Lane (Project Manager) will showcase PPMO reporting in Projects Activity Hub (PAH) using UCSD reporting tools

OCM

3-4:00 PM

Izabella

Strategic Organizational Change Management - Session 1 of 2 - OCM Framework

 Reference: Strategic Organizational Change Management - UCSD Collab  

 December 4

OCM

9 -10:00 AM

(1 hour)

Izabella

Strategic Organizational Change Management - Session 2 of 2 - OCM Perspective for PPMO

Reference: Strategic Organizational Change Management - UCSD Collab

QA 

1-2:00 PM (1 hour) 

 Chuck Davis

 PPMO Onboarding: QA and related processes (session with Chuck Davis)

Topic: Chuck Davis (Director – QA/Build and Release Services) will speak about our QA team, process, when to involve QA, prerequisites, best practices, etc.)

To be scheduled:

Chris - JIRA, Automation, JQL

Erin- Roadmap, Allocation, Service Ownership

SDLC- Automation- ping Nathalie (Bill/Natalie and standards)