Transcript Project Management Overview

Project Management Education
The Concept Phase
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Agenda
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Introductions
Project Management Review
The Concept Phase
How to Initiate a Project
Work-Breakdown Structures
How to Develop a Project
Charter
• Resource Planning &
Estimation
• Wrap-up
2
Introductions
• Name
• Department
• Number of years at
company
• Number of projects you
have managed
• Average size of project
you have managed
• Course expectations
• Ice breaker
3
Ground Rules
• Level Playing Field (titles
left at the door)
• One conversation at a time
• Respect opinions of others
• No beating a dead horse
• Come back from breaks
ON TIME
• Have FUN
4
Course Objectives - to Understand:
• What is the Concept
Phase
• How to Initiate a Project
• How to Define Scope
• How to Create a Charter
• How to Approach
Resource Planning
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Student Objectives
• What are your
objectives?
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Project Management Review
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Definitions
• A project is “a temporary
endeavor undertaken to
create a unique product or
service”
• Project management is
“the application of
knowledge, skills tools
and techniques to project
activities in order to meet
or exceed stakeholder
needs and expectations
from a project”
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Characteristics of a Project Manager
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Communication skills
Facilitation skills
Leadership skills
Organizational skills
Negotiating skills
Project Management
Technical skills
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Project Lifecycle
Concept
Project or phase is approved
in order to proceed
As the execution is
controlled, it may require
additional planning
Develop
Controlling
Processes
Define
Plan developed for execution
Plan is executed and Controlled
Feedback in both directions
Plan and execution
has been controlled
Executing
Processes
Plan is successfully executed
Deliver
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9 PMI PM Knowledge Areas
• Scope
• Time
• Cost
• Risk
• Quality
• Human Resource
• Communications
• Procurement/Contract
• Project Integration
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Triple Constraint
As project managers, we are always trying to
manage the constraints of product, schedule, and
budget
… The “Triple Constraint”
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Brain Teaser
GOLDEN GATE
H2O
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The Concept Phase
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How to Initiate a Project
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Project Initiation Form
• Project Initiation
Form used to
gather initial
information about
the project
• Class example is a
project to reroof a
house
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Group Exercise
Create Project Initiation Form for the Class
Project (Buying a Car)
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Review project overview
Review sample Project Initiation Form
Break into groups
Complete Project Initiation Form
Present results
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Brain Teaser
JUS 144 TICE
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How to Develop
a Project Charter
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The Project Charter
• Project charter defines the boundaries of the entire project
• Tool that a Project Manager can choose to use on medium to
large projects
• Components of a project charter include:
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project background
objectives
approach
scope
risks
assumptions
- project responsibilities
- delivery criteria
- communication plan
- cost
- scheduling
• Example Charter from the Reroofing Project
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Group Exercise
Create Project Charter for the Buying a Car
Project Exercise
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Review project overview
Review sample Project Charter
Break into groups
Complete Project Charter
Present results
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Scope Definition
Scope definition involves subdividing the major project deliverables
(as identified in the scope statement) into smaller, more manageable
components in order to:
– Improve the accuracy of cost, time, and resource estimates
– Define a baseline for performance measurement and control
– Facilitate clear responsibility assignments
Outputs of Scope Definition:
– Work breakdown structure - A work breakdown structure is a
deliverable-oriented grouping of project elements that organizes and
defines the total scope of the project: work not in the WBS is outside the
scope of the project. As with the scope statement, the WBS is often used
to develop or confirm a common understanding of project scope.
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Work Breakdown Structures
Work Breakdown Structure (WBS) - “A deliverable oriented ‘family tree’ which
organizes, defines, and graphically displays the total work to be
accomplished in order to achieve the ultimate deliverable of a project. Each
descending level represents an increasingly detailed definition of the project
deliverable.” (PMBOK) WBS SCHEMATIC
1.0 Reroof
House
1.1 Materials
Estimation
1.1.1 Measure
Roof
1.2 Materials
Gathering
1.1.2 Calculate
Materials
1.2.1 Purchase
Materials
1.3.1.1 Remove
Shingles
1.3.1.2 Remove
Nails
1.3 Roof
Application
1.2.2 Take
Delivery
1.3.1 Roof
Removal
1.3.2 Roof
Application
1.3.2.1 Apply
Shingles
1.3.2.2 Cut
Caps
1.3.2.3 Apply
Caps
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Work Breakdown Structures
Purpose of the WBS:
Conveyor
• Defines the work to be performed (Scope) Installation
• Basis for cost estimating and collection Below
Above
Ceiling
Ceiling
• Basis for resource allocation
• Basis for time estimating
Conveyor
• Defines responsibility of the work
• Basis for determining relationships
• Method for systematically decomposing the work
effort to determine the scope.
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Group Exercise
• Create WBS for buying a car project
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Brain Teaser
FGHIJKLMNOPQRST
FGHIJKLMNOPQRST
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Activity Planning
• The bottom level of
the WBS are the
project activities
• You will use the WBS
and activities to plan,
at a high-level, the
resources you will
need
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Resource Planning
Resource planning involves determining what physical
resources (people, equipment, materials) and what quantities
of each should be used to perform project activities.
Outputs of Resource Planning:
–Resource Requirements - The output of resource planning process is a
description of what types of resources are required and in what quantities
for each element of the work breakdown structure. These resources will
be obtained either through staff acquisition or procurement.
–Resource Estimate Worksheet - The resource estimate worksheet may
be completed with the project initiation form to formulate initial thoughts
on resource needs. It should be refined during the planning process.
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Resource Estimate Worksheet
• Resource estimate
worksheet is a tool for
both the initiation
process and the charter
• Example resource
estimate worksheet for
the reroofing project
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Class Wrap-Up
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Course Objectives - Review
• What is the Concept
Phase
• How to Initiate a Project
• How to Define Scope
• How to Create a Charter
• How to Approach
Resource Planning
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Wrap Up Student Objectives
• Did we meet your
objectives?
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/ Chart
• What was good about
the class?
• What could be
improved?
• What could be
changed to make the
class better?
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Thank You!
• Please fill out the class
evaluation and give it
to the instructor before
you leave!
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