Danielle (Dani) Rothstein

EPMO Summer 2019 Intern

A Journey Through My Time at Wiley

Dani Rothstein Internship Presentation |8/6/2019

Presentation Agenda

What is EPMO

Overview of My Roles in the Team

Examples of Some of My Projects

My Internship Reflections

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 What is EPMO?
EPMO= Enterprise Project Management Office

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EPMO Core Functions
Enterprise Project
I II
Portfolio Management
§  Established monthly Research project
portfolio reviews enabling visibility and
issue escalation
§  Developing multi-year strategic initiative
roadmaps for Research and WES 2.0 to
ensure prioritized resource allocation
§  Developing an enterprise CEO
dashboard
§  Establishing data-driven culture by
ensuring units leverage Key
Performance Indicators (KPI’s)
§  Monthly monitoring of “Big 6” initiatives
§  Quarterly reporting of strategic
initiatives included in QBR’s
§  Rolled out Wrike to 130+ users across
40+ initiatives providing transparency
into project plans
Dani Rothstein Internship Presentation |8/6/2019
Project Implementation
Support Services
(at unit’s request)
§  Project Management across People,
Process and Product leveraging Wrike
platform
§  Process Improvement: End-to-end
process redesign to identify efficiency
opportunities
§  Change management services
including communications, training
and stakeholder engagement
§  Independent review of project health
for key strategic initiatives
Capability Development
III
(at unit’s request)
§  Enabling units to develop the skills
required to continuously improve
§  Rolled out Wiley Lean Six Sigma
(WLSS) awareness training and hands-
on Green Belt workshops to 50+
colleagues across Research Content
Management and Operations
§  Enabling implementation of
improvement recommendations from
Green Belt workshops
Presentation Agenda

What is EPMO

Overview of My Roles in the Team

Examples of Some of My Projects

My Internship Reflections

Dani Rothstein Internship Presentation |8/6/2019 5

 My Role Within EPMO
Data Entry and Analysis: “Spirit Squad” Leading Communication and
Role: Coordination:
•  Was one of the core members of •  Assisted with inter/inner-
•  Expense Reports the EPMO Spirit Squad team, departmental
•  Customer Service whose purpose is to create a communication
Insight via Data more unified EPMO team by •  Summarized and
Analysis facilitating inner-departmental documented key points
relationships and better from meeting
•  Organized key meetings
communication à Increased with ELT members
Productivity
•  Drafted our initial business
charter to present to the
department

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Presentation Agenda

What is EPMO

Overview of My Roles in the Team

Examples of Some of My Projects

My Internship Reflections

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 Data Analysis
My Customer Service Data Analysis
Project

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 1.) Raw Data
•  Organize
•  Fix Original Entry Mistakes

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 2.) Formulate Questions about the Data
•  What do you want the numbers to tell you?

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 3.) Manipulate
the Data
(pivot tables,
formulas, etc.)

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 4.) Provide
the Final
Data
Analysis

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 Spirit Squad
Examples of the Work from this Committee

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 The Spirit Squad Teams
Page

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 The Spirit Squad Business
Charter

Dani Rothstein Internship Presentation |8/6/2019

Presentation Agenda

What is EPMO

Overview of My Roles in the Team

Examples of Some of My Projects

My Internship Reflections

Dani Rothstein Internship Presentation |8/6/2019 16

 Reflections

Dani Rothstein Internship Presentation |8/6/2019 17

 Reflections
How This Internship Changed Me
§  Skills Strengthened
−  Communication
−  Organization
−  Business Knowledge
−  Networking
−  Public Speaking

§  Lessons Learned
−  The importance of asking for help when needed
−  Reaching out to people for potential opportunities to grow
−  The importance of a task/assignment is measured by the impact it makes on others, not by how “small” of a job it may
seem like
−  How to draft a business charter
−  The importance of developing a sense of self-confidence
−  The fact that I love working with other people!
−  Hoboken is an amazing place
−  Wiley is a great place to work

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 Thank You for Listening, and
Thank You Wiley for this
Opportunity!
Please feel free to come to me with any questions or comments.

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