2006 booz project mgmt workshop ppt
DESCRIPTION
Project management workshop outlineTRANSCRIPT
Agenda
Sunday October 1st 2006Sunday October 1st 2006
09:3009:30 Sign Up with One of the CoordinatorsSign Up with One of the Coordinators
10:0010:00 Welcome NoteWelcome Note
10:1510:15 Project Management FundamentalsProject Management Fundamentals
12:0012:00 Coffee BreakCoffee Break
12:1512:15 Project BriefProject Brief
12:3012:30 Groups’ Work SessionsGroups’ Work Sessions
1:451:45 Groups PresentationsGroups Presentations
3:003:00 SohourSohour
4:004:00 End of WorkshopEnd of Workshop
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Knowledge Transfer Material
GACA Project Management Workshop
JeddahOctober 1, 2006
This document is confidential and is intended solely for the use and information of the client to whom it is addressed.
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Table of Contents
Introduction
Project Management Fundamentals
Templates
Appendix
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Introduction
Introduction
By the end of this workshop, you should be able to more effectively and efficiently manage your resources (time, manpower, activities) to deliver on set targets
This workshop addresses project management from a pragmatic standpoint and will provide you with a set of skills and number of templates essential in your day-to-day activities.
You hope you will benefit from the hand-on knowledge transfer and have fun, as well !!
At the same token, this workshop is not aimed at– Replacing Project Management training programs, nor– Introducing you to Project Management Tools (Microsoft Project,
Primavera, other)
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Project Management Fundamentals
Project management is a group of activities that enable managersto successfully define, plan, direct, monitor and control projects within a specified time frame
Project Management Process
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DescriptionDescriptionActivity
Analyze the Project Environment
Analyze the Project Environment
Assess both internal and external factors affecting the project during its lifetimeAssess both internal and external factors affecting the project during its lifetime
Define the Project Scope
Define the Project Scope
Define and agree on customer/client expectation. Prioritize action plans by estimating risk and feasibilityDefine and agree on customer/client expectation. Prioritize action plans by estimating risk and feasibility
Plan the ProjectPlan the ProjectDefine the project structure, objectives, schedule, resources and controlsDefine the project structure, objectives, schedule, resources and controls
Implement the Project Plan
Implement the Project Plan
Implement project to deliver promised objectives Implement project to deliver promised objectives
Evaluate the ProjectEvaluate the ProjectEvaluate project outcomes compared to the planned deliverablesEvaluate project outcomes compared to the planned deliverables
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Decision to Proceed
Decision to Proceed
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Manage the ProjectManage the Project
The project environmental factors that might have an impact on the project during its lifetime are identified and analyzed
Project Environment Factors
ManagementManagement
CompetitionCompetition
CustomersCustomers
TechnologyTechnology
UsersUsers
The EconomyThe Economy
GovernmentGovernment
Project Team Members
Project Team Members
SuppliersSuppliers
Sub-contractorsSub-contractors
ResourcesResources
Other Project Managers
Other Project Managers
The ProjectThe Project
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Each environmental factor is assigned a priority rating and a potential impact, that are next translated into an action list
Environment Factors – Impact List
Factor in the Project Environment
Factor in the Project Environment
Priorities as they Affect the Project
Priorities as they Affect the Project
Potential ImpactPotential Impact
What ImpactWhat Impact How LikelyHow LikelyActionAction
Government (e.g. compliance with regulations)
Government (e.g. compliance with regulations)
HighestHighest Potential show stopper
Potential show stopper HH
Submit request for clarificationDevelop compliance checklist
Submit request for clarificationDevelop compliance checklist
Technology (e.g. compatibility with legacy system)
Technology (e.g. compatibility with legacy system)
HighHigh Long term impactLong term impact
rr
Obtain technical advice from network engineeringObtain technical advice from network engineering
ILLUSTRATIVE
ILLUSTRATIVE
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Customer expectations drive the project scope and set success criteria. Project deliverables, risks and assumptions constitute the overall project scope of work
Developing the Scope of Project
Customer Expectation Benchmarks
Customer Expectation Benchmarks
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Build a Common Definition Among
Stakeholders
Build a Common Definition Among
Stakeholders
Requires extensive discussions with the client and thus may prove to be time consumingBrainstorming sessions, benchmarks and visual presentations are typical tools to align the involved parties
Requires extensive discussions with the client and thus may prove to be time consumingBrainstorming sessions, benchmarks and visual presentations are typical tools to align the involved partiesFunctionality
What the final product is required to do
Functionality
What the final product is required to do
Strategic Risk Analysis
Strategic Risk Analysis
Seeks to identify the major uncertainties and assumptions that could impact the project Risk analysis shall be revisited at different occasions throughout the lifetime of the project
Seeks to identify the major uncertainties and assumptions that could impact the project Risk analysis shall be revisited at different occasions throughout the lifetime of the project
Timescale
When the final product is required
Timescale
When the final product is required
Feasibility Analysis
Feasibility Analysis
Project feasibility shall be assessed along key considerations:– Technical (e.g. resources, ability to complete)– Organizational (e.g. strategy of the company)– Financial (e.g. cost-benefit analysis)
Project feasibility shall be assessed along key considerations:– Technical (e.g. resources, ability to complete)– Organizational (e.g. strategy of the company)– Financial (e.g. cost-benefit analysis)
Cost
How much the project is to cost in money or other resources
Cost
How much the project is to cost in money or other resources
The project planning process comprises six steps, each having a distinct set of inputs and outputs
Project Planning Process
Objective
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Analyzing the Project Environment
Analyzing the Project Environment
Defining the Project Scope
Defining the Project Scope
Planning the ProjectPlanning the Project
Implementing the Project Plan
Implementing the Project Plan
Evaluating the ProjectEvaluating the Project
Define Project Objectives
Structure Project
Estimate Time and Resources
Schedule Project
Finalize Plan
Establish Controls
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Task
Translate the project objectives (as detailed in the scope) into clear deliverablesTranslate the project objectives (as detailed in the scope) into clear deliverables
Structure the project Identify required tasks to complete the deliverables
Structure the project Identify required tasks to complete the deliverables
Evaluate and, whenever possible, quantify the time and resources needed to complete the deliverables
Evaluate and, whenever possible, quantify the time and resources needed to complete the deliverables
Produce a time schedule taking into account time resource considerations identified earlierProduce a time schedule taking into account time resource considerations identified earlier
Assess and evaluate operational risks prior to finalizing project planAssess and evaluate operational risks prior to finalizing project plan
Establish performance-based controls to guarantee timely success and meet customer/client expectations
Establish performance-based controls to guarantee timely success and meet customer/client expectations
The definition of project objectives kicks off with a goal statement formulation
Steps to Defining Project Objectives
DeliverablesDeliverables
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Formulate Goal StatementFormulate Goal Statement
Obj
ectiv
esO
bjec
tives
Formulate goal statement
Define the project deliverables
Approve and endorse project goals and deliverables
Formulate goal statement
Define the project deliverables
Approve and endorse project goals and deliverables
Sour
ce M
ater
ial
Sour
ce M
ater
ial
Describe the project purposeIdentifies the key qualitative and quantitative elements as wellas the project constraintsPrecisely reflects what the project is to deliver along-side the working conditions Answers What? When? Why? Who? And Where? questions –but not How?Is concise, e.g. less than one page
Describe the project purposeIdentifies the key qualitative and quantitative elements as wellas the project constraintsPrecisely reflects what the project is to deliver along-side the working conditions Answers What? When? Why? Who? And Where? questions –but not How?Is concise, e.g. less than one page
Project specification document from definition phase Strategic risk analysis document from definition phaseOther relevant documents Discussions with senior managers and customers
Project specification document from definition phase Strategic risk analysis document from definition phaseOther relevant documents Discussions with senior managers and customers
Next, tangible project deliverables are defined…
Steps to Defining Project Objectives
DeliverablesDeliverables Define Project DeliverablesDefine Project Deliverables
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The project deliverables are the tangible results that the project will deliver to external stakeholders. The list of deliverables should cover all valid expectations of stakeholders and should include only essential elements (e.g. no "nice to have")
The project manager is accountable to deliver the promised deliverables. He will be penalized in case of default
The project deliverables are the tangible results that the project will deliver to external stakeholders. The list of deliverables should cover all valid expectations of stakeholders and should include only essential elements (e.g. no "nice to have")
The project manager is accountable to deliver the promised deliverables. He will be penalized in case of default
Formulate goal statement
Define the project deliverables
Approve and endorse project goals and deliverables
Formulate goal statement
Define the project deliverables
Approve and endorse project goals and deliverables
… Agreed upon with the project sponsor
Steps to Defining Project Objectives
DeliverablesDeliverables Agree Upon Project DeliverablesAgree Upon Project Deliverables
Obj
ectiv
esO
bjec
tives
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Produce a goal statement and list of deliverablesBuild understanding and commitment of team– Lay foundation for self-controlling team– Start team building– Develop shared informationMake sure everyone is participating and that all views are heard
Produce a goal statement and list of deliverablesBuild understanding and commitment of team– Lay foundation for self-controlling team– Start team building– Develop shared informationMake sure everyone is participating and that all views are heard
Formulate goal statement
Define the project deliverables
Approve and endorse project goals and deliverables
Formulate goal statement
Define the project deliverables
Approve and endorse project goals and deliverables
Succ
ess
Fact
ors
Succ
ess
Fact
ors All relevant documents are read beforehand
Each team member writes his keyword list on a flipchart or a whiteboard Lists are compared and differences discussed Agreed-upon keywords are transferred to the main list Team uses main list to create final goal statement and deliverables list
All relevant documents are read beforehand Each team member writes his keyword list on a flipchart or a whiteboard Lists are compared and differences discussed Agreed-upon keywords are transferred to the main list Team uses main list to create final goal statement and deliverables list
The work breakdown structure breaks up the entire project into more detailed levels in order to define individual tasks
Project Structure Process – WBS
DeliverablesDeliverables Building a WBS Guidelines Building a WBS Guidelines
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Develop Work Breakdown Structure (WBS)
Brainstorm to define the project tasks
Define and negotiate task contracts
Simulate the work plan to mitigate missing or overlapping tasks
Develop Work Breakdown Structure (WBS)
Brainstorm to define the project tasks
Define and negotiate task contracts
Simulate the work plan to mitigate missing or overlapping tasks
Each level should– Be a more detailed expansion of the
above level– Have a consistent degree of detail
horizontally– Have a consistent organization, e.g. by
discipline, product, department, geography
Subdivisions should continue down to task level– A task that can be assigned to an
individual or a team– Larger projects will have more levels
Each level should– Be a more detailed expansion of the
above level– Have a consistent degree of detail
horizontally– Have a consistent organization, e.g. by
discipline, product, department, geography
Subdivisions should continue down to task level– A task that can be assigned to an
individual or a team– Larger projects will have more levels
The work breakdown can be represented by hierarchical tree structure…
Project Structure Process – WBS
DeliverablesDeliverables
Develop Work Breakdown Structure (WBS)
Brainstorm to define the project tasks
Define and negotiate task contracts
Simulate the work plan to mitigate missing or overlapping tasks
Develop Work Breakdown Structure (WBS)
Brainstorm to define the project tasks
Define and negotiate task contracts
Simulate the work plan to mitigate missing or overlapping tasks
Service ManagementService Management
Opportunity IdentificationOpportunity Identification
Service Development & Testing
Service Development & Testing
Service Rollout & Communication
Service Rollout & Communication
Collect IdeasCollect IdeasClassify &
Consolidate Ideas
Classify & Consolidate
Ideas
Perform Technical
Development
Perform Technical
Development
Conduct Field Trials with Customers
Conduct Field Trials with Customers
Develop Pricing Structures
Develop Pricing Structures
Launch Internally & Externally
Launch Internally & Externally
Hierarchical Tree StructureILLUSTRATIVE
ILLUSTRATIVE
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… Or alternatively through numbered tasks and subtasks structure
Project Structure Process – WBS
DeliverablesDeliverables
Develop Work Breakdown Structure (WBS)
Brainstorm to define the project tasks
Define and negotiate task contracts
Simulate the work plan to mitigate missing or overlapping tasks
Develop Work Breakdown Structure (WBS)
Brainstorm to define the project tasks
Define and negotiate task contracts
Simulate the work plan to mitigate missing or overlapping tasks
Heading/TaskHeading/Task Work Breakdown CodeWork Breakdown Code
Service ManagementService Management 1.01.0
Opportunity IdentificationOpportunity Identification 1.11.1
Collect ideasCollect ideas 1.1.11.1.1
Classify and Consolidate IdeasClassify and Consolidate Ideas 1.1.21.1.2
Service Development and TestingService Development and Testing 1.21.2
Perform Technical DevelopmentPerform Technical Development 1.2.11.2.1
Conduct Field Trials with CustomersConduct Field Trials with Customers 1.2.21.2.2
Service Rollout and CommunicationsService Rollout and Communications 1.31.3
Develop Pricing StructuresDevelop Pricing Structures 1.3.11.3.1
Launch Internally and ExternallyLaunch Internally and Externally 1.3.21.3.2
ILLUSTRATIVE
Numbered Tasks and Subtasks StructureILLUSTRATIVE
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Brainstorming helps identify the various tasks, provides a sense of ownership, and leverages team dynamics
Project Structure Process – Task Definition
DeliverablesDeliverables
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Brainstorming Guidelines
Brainstorming Guidelines
Include as many experienced “implementers” as practicalNo evaluation or judgmental statements are allowedConstructive inquiries and clarifications are permittedRecord team member contributionsBrainstorm using the WBS approachSet a time limit (2 hours maximum)
Include as many experienced “implementers” as practicalNo evaluation or judgmental statements are allowedConstructive inquiries and clarifications are permittedRecord team member contributionsBrainstorm using the WBS approachSet a time limit (2 hours maximum)
Develop Work Breakdown Structure (WBS)
Brainstorm to define the project tasks
Define and negotiate task contracts
Simulate the work plan to mitigate missing or overlapping tasks
Develop Work Breakdown Structure (WBS)
Brainstorm to define the project tasks
Define and negotiate task contracts
Simulate the work plan to mitigate missing or overlapping tasks Brainstorming
Results Brainstorming
Results
List of ideas/actions shall be grouped into tasksTasks shall have quantifiable start and end dates (e.g. inputs and outputs)Outcomes must be measurableActions must follow logicallyTasks shall be delegated to an individual or groupTask descriptions shall be simple
List of ideas/actions shall be grouped into tasksTasks shall have quantifiable start and end dates (e.g. inputs and outputs)Outcomes must be measurableActions must follow logicallyTasks shall be delegated to an individual or groupTask descriptions shall be simple
A successful execution of the formulated tasks is directly related to allocating responsibilities by filling a task contract form
Project Structure Process – Task Contracts
DeliverablesDeliverables
Develop Work Breakdown Structure (WBS)
Brainstorm to define the project tasks
Define and negotiate task contracts
Simulate the work plan to mitigate missing or overlapping tasks
Develop Work Breakdown Structure (WBS)
Brainstorm to define the project tasks
Define and negotiate task contracts
Simulate the work plan to mitigate missing or overlapping tasks
Task Group: Design SoftwareTask Group: Design Software Lead Responsibility: AhmedLead Responsibility: Ahmed
Description: Design Software, ready for design reviewDescription: Design Software, ready for design review
SourceSource InputsInputs DeliverablesDeliverables DestinationDestination
Task Contract FormILLUSTRATIVE
ILLUSTRATIVE
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The project plan simulation is like performing a preliminary “reality check”
Project Structure Process – Plan Simulation
DeliverablesDeliverables
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Purpose of SimulationPurpose of Simulation
Ensures, at the initial phase, that the plan meets time and resource conditionsHelps project managers identify interdependenciesMitigates/optimizes missed and/or overlapping activities or responsibilities
Ensures, at the initial phase, that the plan meets time and resource conditionsHelps project managers identify interdependenciesMitigates/optimizes missed and/or overlapping activities or responsibilities
Develop Work Breakdown Structure (WBS)
Brainstorm to define the project tasks
Define and negotiate task contracts
Simulate the work plan to mitigate missing or overlapping tasks
Develop Work Breakdown Structure (WBS)
Brainstorm to define the project tasks
Define and negotiate task contracts
Simulate the work plan to mitigate missing or overlapping tasks
RequirementsRequirements
In order to simulate the work plan, it is mandatory to identify:– Input sources– Task ownership– Cross-departmental dependencies– Deliverables ownership
In order to simulate the work plan, it is mandatory to identify:– Input sources– Task ownership– Cross-departmental dependencies– Deliverables ownership
The estimating phase estimates the time and resources needed to complete each task
Tasks Covered in Estimating Phase
Types of EstimatesTypes of Estimates
Duration: How long will the task take in hours/days/weeksEffort: How long the task will take in person-hours/workdays (resources allocated X duration)
Duration: How long will the task take in hours/days/weeksEffort: How long the task will take in person-hours/workdays (resources allocated X duration)
Standards for EstimatingStandards for Estimating
In order to build ownership, the person responsible for the task is responsible for the estimateDo not accept poor-quality estimates from team membersAllow enough time for processEstablished estimates that will be recorded and compared with actuals upon evaluation
In order to build ownership, the person responsible for the task is responsible for the estimateDo not accept poor-quality estimates from team membersAllow enough time for processEstablished estimates that will be recorded and compared with actuals upon evaluation
Optimal Estimating Accuracy ConditionsOptimal Estimating Accuracy Conditions
Estimate accuracy is optimal when projects operate under the following ideal conditions:– Small project team (less than 7 members) – Working in the same room– Working full-time on one project– Clearly defined and challenging project– No sharing of resources– No uncontrolled changes– Project “protected” by effective sponsor/project
manager– Rapid decision-making process– Team is well-informed about all aspects of the
project, i.e. is involved in planning and interacting with customer
Estimate accuracy is optimal when projects operate under the following ideal conditions:– Small project team (less than 7 members) – Working in the same room– Working full-time on one project– Clearly defined and challenging project– No sharing of resources– No uncontrolled changes– Project “protected” by effective sponsor/project
manager– Rapid decision-making process– Team is well-informed about all aspects of the
project, i.e. is involved in planning and interacting with customer
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Project scheduling translates time and resource requirements into a scheduled plan
Scheduling Methods and Characteristics
PERT Diagram
DeliverablesDeliverables
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StartStart
Task ATask A
Task BTask B
Task CTask C Task ETask E
Task DTask D
Task FTask F
FinishFinishDevelop a fully scheduled plan comprising:– All expected tasks– Expected timelines– Important milestones
Precedence Network Analysis (PERT Diagram), which puts all of the tasks in a logical order
Develop a fully scheduled plan comprising:– All expected tasks– Expected timelines– Important milestones
Precedence Network Analysis (PERT Diagram), which puts all of the tasks in a logical order
30 Days 60 Days
Guidelines for Constructing A PERT DiagramGuidelines for Constructing A PERT Diagram
Identify the flow of work throughout the project (which tasks are in sequence and which are in parallel)Put the tasks into a logical (not habitual) relationshipUse “Start” and “Finish” boxes (milestones)Add delays or lags into links
Identify the flow of work throughout the project (which tasks are in sequence and which are in parallel)Put the tasks into a logical (not habitual) relationshipUse “Start” and “Finish” boxes (milestones)Add delays or lags into links
Critical Path
The project manager role consists of making efficient use of time and resources through the development of a pert diagram
Project Manager Responsibilities
Responsibilities Towards HimselfResponsibilities Towards Himself Responsibilities Towards TeamResponsibilities Towards Team
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Allows enough time to:– Manage work– Complete scheduled tasks– Resolve and handle
unscheduled activities
Allows enough time to:– Manage work– Complete scheduled tasks– Resolve and handle
unscheduled activities
Leverages resources by spotting:– Level of experience– Availability– Productivity– Resourcefulness
Leverages resources by spotting:– Level of experience– Availability– Productivity– Resourcefulness
A final project plan is formulated after accounting for operational risks
Final Project Plan – Assessing Operational Risks
Identify Operational Risks
Identify Operational Risks
Classify Operational Risks
Classify Operational Risks
Develop Contingency Plans
Develop Contingency Plans
Brainstorm the assumptions and risks with a group of experienced peopleAsk key questions about major tasks:– What are the external and
internal dependencies?– What could go wrong?– What is the probability of it
happening?– What is the likely impact?Focus primarily on the tasks related to the critical pathReview risks that might come from the project environment
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Divide risks into “avoidable” and “unavoidable”Provision steps to minimize or remove avoidable risks– Transfer risk by employing a
specialized contractor– Reduce risk by buying insurance– Develop contingency plans as a
fall-back positionThe probability of “unavoidable risks” occurring needs to be identified, ways to mitigating its effects developed, and its evolution tracked
Prepare an alternative course of action, and formulate a new section of project plan to follow if risks occurIf no alternative course of action can be followed, create a revised version of existing project plan to reflect impact of possible riskReview how project deliverables and success criteria are impacted by the new plan and inform the customer/client about potential outcomes
Risk analysis provides a clear understanding of potential impacton time, cost and functionality
Potential Impact of Operational Risks
Impact AreaImpact Area
TimeTime
CostCost
FunctionalityFunctionality
Examples of Operational RisksExamples of Operational Risks
Project manager on critical path
Ramping up resources takes too much time
Presence of too many external dependencies
Existence of external dependencies without tight contractual ties
Presence of inaccurate assumptions about availability of people or resources
Reliance on leading-edge technologies
Concurrent development, i.e. two groups working on the same thing
Project manager on critical path
Ramping up resources takes too much time
Presence of too many external dependencies
Existence of external dependencies without tight contractual ties
Presence of inaccurate assumptions about availability of people or resources
Reliance on leading-edge technologies
Concurrent development, i.e. two groups working on the same thing
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Control systems track progress against work plan to ensure a successful project completion
Overview of Project Control Systems
TypesTypes
HardHard
Constituting FactorsConstituting Factors
InstructionsReportsProceduresPolicies
InstructionsReportsProceduresPolicies
Characteristics of Control Systems
Characteristics of Control Systems
System should be relevant and measure what matters in the projectSystem should be useful and usable, and not be viewed by team members as a waste of timeSystem should be timely and report deviations quickly enough to enable corrections to be made on timeSystem should be sufficiently accurate to meet the requirements of project team members
System should be relevant and measure what matters in the projectSystem should be useful and usable, and not be viewed by team members as a waste of timeSystem should be timely and report deviations quickly enough to enable corrections to be made on timeSystem should be sufficiently accurate to meet the requirements of project team members
Characteristics Needed for
Quantitative Measuring
Characteristics Needed for
Quantitative Measuring
In order to measure how much is achieved in a quantitative method, essential characteristics are required:– Plan must include targets that are measurable– Time, e.g. specific milestones– Financial (cash flow targets as well as
cumulative cost targets)– Simulations and tests to measure achievement
of increased levels of functionality
In order to measure how much is achieved in a quantitative method, essential characteristics are required:– Plan must include targets that are measurable– Time, e.g. specific milestones– Financial (cash flow targets as well as
cumulative cost targets)– Simulations and tests to measure achievement
of increased levels of functionality
SoftSoft
VisionValues and BeliefsCommitmentMotivation
VisionValues and BeliefsCommitmentMotivation
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Pert and gantt charts are helpful tools available to project managers during the implementation phase
Project Implementation Tools
PERT Diagram GANTT DiagramEXAMPLEEXAMPLE
++
Efficient Project ImplementationEfficient Project Implementation
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Project evaluation consists of a three-step control process
Project Evaluation Process
Correction Monitoring
Analysis
Gather intelligence about the progress of the project
Produce a workable compromise in case of complaints, e.g. the least unacceptable solution for as many stakeholders as possible
Identify problems and inhibitors and assess their impact on overall project schedule
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The monitoring phase involves gathering intelligence about the overall project progress
Project Evaluation Process – Monitoring Phase
Project Manager RoleProject Manager Role Questions to Ask When Things Go WrongQuestions to Ask When Things Go Wrong
Communicate with team members to get an update on work progress
Maintain regular contact with suppliers and other players
Communicate with team members to get an update on work progress
Maintain regular contact with suppliers and other players
How do we fix it?How do we prevent it from happening again?Is it on the critical path?What new risks have been created?Should we advise the client/user/manager?
How do we fix it?How do we prevent it from happening again?Is it on the critical path?What new risks have been created?Should we advise the client/user/manager?
Project:Project:
1. List of all late jobs1. List of all late jobs
Name:Period From: To:Name:Period From: To:
2. Describe all new problems2. Describe all new problems
3. Describe any outstanding unresolved problems3. Describe any outstanding unresolved problems
4. Describe your planned solutions4. Describe your planned solutions
5. Describe any actions required by management5. Describe any actions required by management
6. Describe any conflicting non-project work6. Describe any conflicting non-project work
7. Describe accomplishments for this period7. Describe accomplishments for this period
8. Describe plans for next period8. Describe plans for next period
Sim
ple
Stat
us R
epor
ting
Form
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The project analysis phase consists of the identification and assessment of potential bottlenecks
Project Evaluation Process – Analysis Phase
Develop New Forecasts
Develop New Forecasts
List Sources of Divergence
List Sources of Divergence
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Update and improve accuracy of estimates
Enter new data and review effect on critical path and near-critical paths
Review any changes in milestone completion dates
Revise resource allocation schedule
Revise projected costs upon completion
External factors to the task: – Late start caused by delays
from the preceding task– Delayed delivery from
subcontractors
Internal factors to the task:– Progress rate is diverging
from the plan– Resources are not available
as per the plan– Estimates are not factual– Risks were not foreseen
The project correction phase consists of producing workable compromises
Project Evaluation Process – Correction Phase
Correcting Phase ImperativesCorrecting Phase Imperatives
Re-negotiate the scope of work:– Suggest partial or phased delivery– Introduce substitutions– Request increased budget– Request extended deadlineIncrease work hours:– Institute overtime– Increase staff or subcontractors– Re-allocate staff from non-critical tasksMake tasks concurrent instead of sequential, if possible
Re-negotiate the scope of work:– Suggest partial or phased delivery– Introduce substitutions– Request increased budget– Request extended deadlineIncrease work hours:– Institute overtime– Increase staff or subcontractors– Re-allocate staff from non-critical tasksMake tasks concurrent instead of sequential, if possible
RequirementsRequirements
The project manager must possess:– Excellent information– Effective communication skills– Effective negotiation skills– Strong networking ties with his
seniors
The project manager must possess:– Excellent information– Effective communication skills– Effective negotiation skills– Strong networking ties with his
seniors
Sources of Completion PressureSources of Completion Pressure
Lots of detail to handleCoordinating integration of project componentsMaintaining configuration controlDealing with customer’s expectation
Lots of detail to handleCoordinating integration of project componentsMaintaining configuration controlDealing with customer’s expectation
Handling PressureHandling Pressure
Plan your time and activities carefullyThe best way to handle this pressure is through effective delegation of tasks and responsibilitiesDo not sacrifice quality at the expense of time
Plan your time and activities carefullyThe best way to handle this pressure is through effective delegation of tasks and responsibilitiesDo not sacrifice quality at the expense of time
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Templates
Risk Analysis and Impact Assessment
Factor in the Project Environment
Factor in the Project Environment
Priorities as they Affect the Project
(High, Medium, Low)
Priorities as they Affect the Project
(High, Medium, Low)
Potential ImpactPotential Impact
What ImpactWhat Impact How LikelyHow LikelyActionAction
xx xx xx
xx
xx
xx xx
xx
xx
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Defining Project Scope, Objectives, and Deliverables
Project ScopeProject Scope
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Obj
ectiv
esO
bjec
tives
xx
Del
iver
able
sD
eliv
erab
les
xx
Key
Sta
keho
lder
sK
ey S
take
hold
ers xx
Functionality
Timeline
Budget/Estimated Cost
Functionality
Timeline
Budget/Estimated Cost
Project WBS (Decision Tree Format)
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Project Task Definition
TasksTasks LeadLeadTimelineTimeline
11 22 33 44 55 66 77 88 99 1010 1111 1212 11 22 33 44 55 66 77 88 99 1010 1111 1212
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Operational Risks
Impact AreaImpact Area
TimeTime
CostCost
FunctionalityFunctionality
Identified Risks Identified Risks
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Project Controls
ControlsControls DescriptionDescription TargetTarget OwnerOwner
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Appendix
Additional Reading Sources
Additional Reading Sources
“Getting Started in Project Management” by Paula Martin, Karen Tate, Karen Tate
“Effective Project Management: Traditional, Adaptive, Extreme, Third Edition” by Robert K. Wysocki, Rudd McGary
“Fundamentals of Project Management: Developing Core Competencies to Help Outperform the Competition” by James P. Lewis
“Project Planning, Scheduling & Control, 3rd Edition” by James P. Lewis
“Project Management : A Managerial Approach” by Jack R. Meredith, Samuel J. Mantel
“Guide to the Project Management Body of Knowledge, A (PMBOK Guide), paperback, Third Edition”
“Project Management Tool Kit, The: 100 Tips and Techniques for Getting the Job Done Right” by Tom Kendrick
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