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Project Management 101 Review Session
Schedule
Agenda Time Notes
Introduc)on 930am Sessionoverview
PM101Review 940am KeyConceptsandDocuments
YourProjectProposal 1010am GoovercomponentsofaProjectProposal
SampleProjectSubmission 1030am "DiscoveryDay"samplesubmission
NextSteps+Q&A 1130am
Conclusion 12pm
PM101 – Review Session
ProjectIni)a)on(Star)ngaProject)ProjectPlanning(GeQngOrganized)ProjectExecu)on(PerformingtheWork)ProjectMonitoring(MonitoringProgress)ProjectClosing(ClosingOut)
PM101 – Review Session
ProjectIni)a)on(Star)ngaProject)ProjectDefini)on(Temporary,Unique,CoordinatedUndertaking)BusinessNeedProjectJus)fica)onProductDescrip)on/DeliverablesStakeholdersConstraintsAssump)onsSignoffProjectCharterWalkthrough
PM101 – Review Session
ProjectPlanning(GeQngOrganized)• Scope(Whathastobedone)• Time(Whenithastobedoneby)• Cost(HowmuchMoneyandResourceswithwhichtodothework)• Quality(Howdoweknowwesucceeded?)• Risk(Whatcouldgowrong?)• HumanResources(Howdowebuildtheteam?)• Communica)ons(Howdopeopleknowhow/when/whattodo?)• Procurement(Whocouldwepaytodothework?)
PM101 – Review Session
ProjectScope• TheTripleConstraint(Time/Cost/Scope)• ScopeStatement(ExtensionoftheProjectCharter)
• ProjectScopeDescrip)on• AcceptanceCriteria:Whatmustbecompletedinorderfortheprojecttobeconsideredasuccess
• Deliverables• Exclusions• Constraints&Assump)ons
• ProjectScopeStatementWalkthrough
PM101 – Review Session
ProjectScope• WBS(WorkBreakdownStructure)
• ProductOrienta)on:Whatdoweneedtobuild(nothow)• Alloftheworkthathastobeperformedontheproject• Hierarchicalinnature• Decomposi)on:Breakingdownprojectdeliverablesintosmaller,moremanageablecomponents
• WorkPackages(4-80hours~depends?)ProjectWBSWalkthrough
PM101 – Review Session
ProjectTimeAc)vityDefini)on
• TargetaWBScomponent• WhattasksmustbeperformedinordertocompletetheWBScomponent• Trytoinvolveexperts
Ac)vityDura)onEs)mates• PERTEs)mates(Pessimis)c/MostLikely/Op)mis)c)• Benchmarking
Milestones(Zerodura)on)
Ge=ng Organized
ProjectTimeManagement• Ac)vitySequencing
• Correctsequenceofperformingac)vi)esnowthattheyhavebeendefined• Dependencies(Mandatory/Discre)onary)
• NetworkDiagrams• Depictsac)vi)estherela)onshipanddependenciesbetweentheac)vi)es
• Op)miza)on• Crashing• FastTracking
PM101 – Review Session ProjectCosts
• Es)mates• TopDown(BudgetaryEs)mates)• BojomUp(Detailed)
Ge=ng Organized
ProjectHumanResourcesBuildingtheTeam
• HumanResourcePlan• AcquireProjectTeam• DevelopProjectTeam• ManageProjectTeam
PM101 – Review Session
ProjectExecu)on(PerformingtheWork)• TheKickoffMee)ng• WorkAuthoriza)onSystem• ResourceAssignmentMatrix• ManagingConflict-TeamBuilding
• InterdependenceofTeamMembers• CommonConsensus• GroupWorkCommitment• AccountableasaFunc;onalUnit• AcknowledgementofConflict
PM101 – Review Session
ProjectMonitoringandControlling(MonitoringProgress)• StatusMee)ngs• SampleRAGReport(RedAmberGreen)
PM101 – Review Session
ProjectMonitoringandControlling(MonitoringProgress)• ChangeManagement(ChangeControlBoards)
ProjectCloseout(WrappingUp)
• Closeout(Doesn’tjusthappenattheend)• ContractAdministra)on• LessonsLearned
PM101 – Review Session
ProjectDocuments• CharterTemplate• Communica)onAc)onPlan• ProjectSchedule• ResponsibilityAssignmentMatrix• KickoffSampleAgenda• LessonsLearned
PM101 – Project Proposal Walkthrough
PM101 – Project Proposal Walkthrough
Execu)veSummary• Pleaseprovideasummaryoftheinforma)ondetailedthroughoutthisprojectproposal.
StatementofNeed• Discusstheneedsoropportuni)estobeaddressedbythisproject.Inyourdiscussion,describeandposi)ontheseneedsoropportuni)eswithinthecontextofyourorganiza)onalenvironment.Internalfactors,aswellasexternalones,shouldbeconsidered.
ProjectGoals• Iden)fythegoalsoftheproject.Discusswhatistobeachievedandtheexpected/desiredoutcomesofthisproject.
Constraints• Talkaboutconstraintsthatcouldaffectthedevelopment,implementa)on,and/orendoutcomesofthisproject.Considersuchfactorsasexperience,knowledge,skillsets,budgetaryresources,)me,compe))veenvironment,andexis)nginvestments.
PM101 – Project Proposal Walkthrough
Requirements• Givenyouropera)onalcontext,describewhatneedstobeinplaceduringtheprojectandanerwardsinorderfortheprojecttobesuccessful.Inyourdiscussion,considertheconstraintsyouiden)fiedaboveand,ifnecessary,definerequirementstocompensateforconstraints.
Timevs.Relevancy• Inorderforthisprojecttoberelevantwithinyouropera)on,sa)sfytheneedsandopportuni)esdefined,
andachievestatedprojectgoals,whatwouldbethedesired)melinefortheproject?Whatdoyouthinkisthelongevityorusefullifeofthesolu)on?
Impact:Costs&Risks• Discusstheexpectedimpactoftheprojectanditsexpectedoutcomes.Providedetailonexpectedand
poten)alcostsandrisks.Also,considerbothone-)measwellason-goingcostsandrisks(i.e.,maintenanceandsupport).Whereverpossible,quan)fytheimpactofthesolu)on.
• Inyourdiscussionspeaktothefollowingareasofimpact:(1)posi)oningtotakeadvantageofotheropportuni)es;(2)effectonbusinessprocessesandworkflow;(3)staffing(numberofstaffrequired,training,redefini)onofroles);(4)effectonclientbase/endusers;(5)budget(i.e.,incrementalcostsneeded;poten)alsavings);(6)compe))veadvantageorstanding.
PM101 – Project Proposal Walkthrough
Impact:Benefits&Opportuni)es• Discusstheexpectedimpactoftheprojectanditsexpectedoutcomes.Providedetailonexpectedandpoten)albenefitsandopportuni)es.Whereverpossible,quan)fytheimpactofthesolu)on.
• Inyourdiscussiontalkaboutthefollowingareasofimpact:(1)posi)oningtotakeadvantageofotheropportuni)es;(2)effectonbusinessprocessesandworkflow;(3)staffing(numberofstaffrequired,training,redefini)onofroles);(4)effectonclientbase/endusers;(5)budget(i.e.,incrementalcostsneeded;poten)alsavings);(6)compe))veadvantageorstanding.
Alterna)veImpact• UsingthediscussionpointsaboveintheImpactsec)on,describethealterna)veimpactonyourunitanditscons)tuentsifthisprojectisnotpursued?
PM101 – Project Proposal Walkthrough
ProjectFit• Discusshowthisprojectfitswithinthestrategiesdefinedbyyourunit.Howdoesthisprojectalignwithyourlocalunit’sobjec)vesandmission?Doyouseepoten)alopportuni)esforthisprojecttobenefitotherfunc)onalareaswithintheorganiza)onoracrosstheUniversity?
Evalua)onandMeasurement• Proposecriteriathatmightbeusedindefiningandevalua)ngthesuccessofthisprojectanditsend
outcomes.Whatmeasurementstandardsareavailabletodetermineiftheprojectisasuccessandtheimpactofitsendoutcomes?Whatbenchmarkscanbesetuptodeterminetheshort-termandlong-termefficacyoftheproject?Considerinyourdiscussionthegoals,requirements,andimpactdefinedabove.
PM101 – Project Proposal Walkthrough
Poten)alSolu)on• Atahighlevel,describeapoten)alsolu)onthatwouldsa)sfythegoalsandrequirementsdefinedabove.
Alterna)veSolu)ons• Doyouknowofanyalterna)vesolu)onsthatsa)sfythegoalsandrequirementsofthisproject(eitherfullyorpar)ally)?Ifso,havetheybeenexplored?Discusswhythisproposalhasbeensubmijedinlieuofalterna)vesolu)ons.
Con)ngencyPlan• Iftheproposedprojectiscri)caltoyouropera)ons,pleasediscusswhatcon)ngencyplanscouldbeputintoplaceintheeventthattheprojectoritsendoutcomesarenotsuccessful.
PM101 – Sample Proposal
Title:"DiscoveryDay"bytheMonroeTownshipPublicLibrary:�Descrip;on:
• AdayforpatronstocomeanddiscoveranewskillsuchashowtomakecoffeeusingaFrenchpressorhowtosewonabujon,etc.Wewillhavedifferent“skillsta)ons”throughoutthelibrary
PM101 – Q&A