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Project Management Basics

What Project Professionals Do

11/01/13

Texas Tech University -- J. R. Burns

1
Outline
•
•
•
•
•

What is a PROJECT???
What is Project Management (PM)?
Why is it important?
Some definitions, terminology
Concepts
– Lifecycle (five stages)
– knowledge areas
• Four primary
• Four facilitating

– Tradeoff triangle (triple constraint)
– Four types of project personnel
11/01/13

Texas Tech University -- J. R. Burns

2
Some questions
• How many of you have been involved in a
project?
• Anyone serve as a project manager?
• How do projects differ from ordinary work?
• What makes project work more difficult?
• How important is project management?
• What constitutes success in projects and
how do we achieve it?
11/01/13

Texas Tech University -- J. R. Burns

3
Introduction
• Successful PM involves the following:
– on time, within budget, at the desired level of
functionality, and using the assigned
resources effectively

• PM is a way to get organizational energy
and effort to flow horizontally towards the
customer and across departmental
barriers
11/01/13

Texas Tech University -- J. R. Burns

4
11/01/13

Texas Tech University -- J. R.
Burns

5
What is a project?
•
•
•
•
•
•
•
•
•

A definitive deliverable (objective and goal)
Takes time
Consumes resources
Definite starting and stopping dates
Is broken up into tasks (activities, steps)
Consists of processes
Proceeds through milestones
Utilizes teams
Based on personal integrity and trust

11/01/13

Texas Tech University -- J. R. Burns

6
Horizontal vs. Vertical Energy

11/01/13

Texas Tech University -- J. R. Burns

7
Some terminology
• Step (task, activity)—an initiative that takes
time to complete, has a definite starting and
stopping point
• Milestone—an event, an instant in time at which
something significant happens in the life of the
project, like the completion of a deliverable
• Lifecycle—The stages a project goes through
during its lifetime
• Scope—The content of the project, the
nature and functionality of the ultimate
product
11/01/13

Texas Tech University -- J. R. Burns

8
11/01/13

Texas Tech University -- J. R.
Burns

9
Why Project Management?
• Because companies are organized around
projects (and processes)
• Because project management is recognized as a
core competence
• Because project management is a discipline in
disarray—we just don’t know how to manage
projects well
• Because project management differs in
significant ways from ordinary management
11/01/13

Texas Tech University -- J. R. Burns

10
Why Project Management
• 1/4th of our country’s GDP is generated from
projects (4 trillion)
• 1/4th of world GDP (10 trillion of 40 trillion) is
generated from projects
• Even Donald Trump is getting into the act
– What are Donald’s criteria for success as a
project manager?
11/01/13

Texas Tech University -- J. R. Burns

11
Advantages of Project
Management
•
•
•
•
•
•
•

Better control of human resources
Improved customer relations
Shorter development times, lead times
Lower costs
Higher quality
Higher profit margins
Improved productivity

11/01/13

Texas Tech University -- J. R. Burns

12
About PMI
• The Project Management Institute
• www.pmi.org
• Has an established Body of Knowledge
– PMBOK (1996, 2000, 2002, 2008)

• Will certify you as a PMP if…..
– You can pass its exam, and
– You have at least 2000 hours of successful PM
EXPERIENCE
11/01/13

Texas Tech University -- J. R. Burns

13
11/01/13

Texas Tech University -- J. R.
Burns

14
Some things we do poorly in projects
• Establishing requirements for the project
deliverable
• Planning the proposed project
• Estimating step (TASK, ACTIVITY) )durations
• Budgeting the proposed project
• Executing
– Don’t understand change management
– Not communicating

• Managing subcontractors
• Monitoring project progress
11/01/13

Texas Tech University -- J. R. Burns

15
What is project management?
• The initiation, planning, execution, control
and termination of projects in a formal,
directed and intelligent fashion
– According to PMI’s PMBOK

11/01/13

Texas Tech University -- J. R. Burns

16
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Texas Tech University -- J. R.
Burns

17
What are the criteria for success
in Project management?
• Completion on time
• Completion within budget
• Completion with full functionality

11/01/13

Texas Tech University -- J. R. Burns

18
What is the record in IT project
management?
• Until 1996, less than 25% of IT projects were
“successful”
• After 1998 roughly 30% of IT projects were
successful
• More than 80 billion a year wasted on terminated
projects in the 90’s
• For projects that were not completed on time, they
were 225% over their intended completion date
• According to the CHAOS 1995 Report
11/01/13

Texas Tech University -- J. R. Burns

19
Where is expertise in project
management found?
• Project Management Institute
• In project managers who have been there
and done that
• In hundreds of books that have been
written in the past five years
• In dozens of websites (use google or go to
burns.ba.ttu.edu
11/01/13

Texas Tech University -- J. R. Burns

20
11/01/13

Texas Tech University -- J. R.
Burns

21
Project Management Knowledge
Areas
Project
Integration
Management

Project
Risk
Management

Project
Communications
Management

11/01/13

Project
Scope
Management

Project
Quality
Management

Project
Time
Management

Project
Human
Resource
Management

Project
Cost
Management

Project
Procurement
Management

Texas Tech University -- J. R. Burns

22
Nine Project Areas/42 project
processes
• Project Integration Management
• Core Knowledge Areas
–
–
–
–

11/01/13

Scope Management
Time Management
Cost Management
Quality Management

Texas Tech University -- J. R. Burns

23
Facilitating Knowledge Areas
•
•
•
•

Procurement Management
Risk Management
Communications Management
Human Resources Management

11/01/13

Texas Tech University -- J. R. Burns

24
The triple Constraint/Quadruple
Constraint
•
•
•
•

Time 
Cost---Tradeoffs between these
Scope //////
Quality

11/01/13

Texas Tech University -- J. R. Burns

25
11/01/13

Texas Tech University -- J. R.
Burns

26
A Generic IT Project Lifecycle
1.

Conceptualization and Definition stage
1.
2.

2.

Project Manager selected here
Determine goals, scope, Impediments, product(s)—
[deliverable(s)]

Planning and Budgeting stage
1.
2.

Project leader selected here, as well as project team members
Who will do the project, when will it get done, how much will it
cost

3. Execution stage
1.

11/01/13

Ramp up phase, intense activity phase, close out (termination)
phase

Texas Tech University -- J. R. Burns

27
STAGE 1:
Conceptualizingand-Defining
STAGE 2:
Planning-andBudgeting
STAGE 3:
Executing
STAGE 5:
Terminating-andClosing

STAGE 4:
Monitoring-and-Controlling

11/01/13

Texas Tech University -- J. R. Burns

28
And, the fourth and fifth stages……..
4. Controlling and Monitoring
Stage
•

We do this throughout

5. Closeout and termination Stage
–
–
–
–
–
–
11/01/13

Deliverables delivered?
Signoffs complete?
Checklist complete?
Lessons learned?
History Data base updated?
Post-project customer R. Burns
satisfaction survey
Texas Tech University -- J.
complete?

29
The Stages in the Project
Management Lifecycle
STAGE 1:
Conceptualizingand-Defining

STAGE 4:
Monitoring-and-Controlling
STAGE 2:
Planning-andBudgeting
STAGE 3:
Executing

STAGE 4:
Monitoring-and-Controlling

11/01/13

STAGE 5:
Terminating-andClosing

Texas Tech University -- J. R. Burns

30
Initiating New Projects
• Use a Statement of Work (SOW)
– Gets submitted to upper management and the PM
department
– Gets graded and eventually accepted or rejected

• In a project management culture, a SOW…
– Can be created by anyone in the organization

• How to launch yourself into PM
– Identify a need that fits with your values, write a SOW
and become the project’s PM.

11/01/13

Texas Tech University -- J. R. Burns

31
Project and Process Definition:
Specification of the Project
Boundary
• Elimination and Containment of Scope and
Feature Creep
– Through change management

• Goals of Project Management
• Conceptualization of the deliverable
• Definition: consideration of goals, scope and
impediments
11/01/13

Texas Tech University -- J. R. Burns

32
Boundary Definition
• Define Stakeholders
• ORGANIZE a JPDS--Joint Project Definition
Session
– Who should be invited? (THE STAKEHOLDERS)

• Scope boundary
– Features & functionality

• Organizational Boundary
• Methodology (or process) Boundary
• Culture (governance) Boundary
11/01/13

Texas Tech University -- J. R. Burns

33
Who are the STAKEHOLDERS??
•
•
•
•
•
•
•
•

Customers
Project Sponsor—the guy w/ deep pockets
Users
Project team
Support staff
Suppliers
Opponents
People involved-in or affected by project
activities

11/01/13

Texas Tech University -- J. R. Burns

34
Out of the Project
Conceptualization and Definition
Stage should come…..
• A Selected Project Manager [PM]

• The Requirements Document
(defining project product(s) and their
content)
– Signature signoffs required for PM’S protection

• The Project Charter
– Announces the project, its deliverable, its PM, and the
rules of governance
11/01/13

Texas Tech University -- J. R. Burns

• These are known as deliverables

35
Scope Management/Change
Management—a ‘best practice’
• Form a change/scope committee
• Consists of customer and contractor
representatives
• All requested changes must get reviewed
by this committee
• Acceptances will depend on the type of
contract, the amount of work involved,
customer’s willingness to pay for it
11/01/13

Texas Tech University -- J. R. Burns

36
Project Performance Measures:
Cost, Duration, Functionality
• Most expensive component--human
resources
• Funds are consumed over time
• Question is, are funds being consumed as
fast as anticipated
• Is functionality being created as fast as
anticipated
• OUR CONTROL SYSTEM WILL TELL US
11/01/13

Texas Tech University -- J. R. Burns

37
Project Management Hierarchy

11/01/13

Texas Tech University -- J. R. Burns

38
Another Proj. Management
Hierarchy
PROJECT
MANAGER

TEAM
LEADER

DEVELOPER
1

DEVELOPER

DEVELOPER
N

2

11/01/13

Texas Tech University -- J. R. Burns

39
PROJECT
MANAGER

Still Another

PROJECT
LEADER

TEAM
LEADER

TEAM
LEADER

DEVELOPER

DEVELOPER

1

2
DEVELOPER
4

DEVELOPER
7

11/01/13

DEVELOPER
5

DEVELOPER
3
DEVELOPER
6

DEVELOPER
N

DEVELOPER
8

Texas Tech University -- J. R. Burns

40
Relationship of PM to Customer &
Upper Management

11/01/13

Texas Tech University -- J. R. Burns

41
STAGE 2: Project Planning and
Budgeting
• Performed first by the Project Manager
• Revised by the Project Team and the JPDS
personnel
• Looks at:
– Duration
– Cost
– Functionality
11/01/13

Texas Tech University -- J. R. Burns

42
Out of the Project Planning and
Budgeting Stage Should Derive
• The project plan
–
–
–
–
–

11/01/13

Personnel involved
Project WBS (Work Break Down Structure)
Project budget
Project schedule in a Gantt format
Project NETWORK chart

Texas Tech University -- J. R. Burns

43
Work Breakdown Structure for Computer Order
Processing System Project
11/01/13

Texas Tech University -- J. R. Burns

44
What specifically must be planned
for???
• A scope MANAGEMENT plan
• A schedule or Time MANAGEMENT plan
• A Budget or Cost MANAGEMENT plan
• A quality MANAGEMENT plan
• A risk contingency plan
• A communications plan
• A procurement plan
• A human resources plan
11/01/13
Texas Tech University -- J. R. Burns
45
• ALL COMPRISE A PART OF THE PLANNNING DOC
Project Execution —the THIRD Stage
• Startup (also called rampup)
• progression
• close-down

11/01/13

Texas Tech University -- J. R. Burns

46
Projects and their Indigenous
Processes
•
•
•
•
•
•
•
•

1.
Collect Requirements
2.
Define Scope
3.
Create WBS
4.
Verify Scope
5.
Control Scope
1.
Define Activities
2.
Sequence Activities
3.
Estimate Activity
Durations
• 4.
Develop Schedule
11/01/13

•
•
•
•
•
•

5. Control Schedule
1. Estimate Costs
2. Determine Budget
3. Control Costs
1. Plan Quality
2. Perform Quality
Assurance
• 3. Perform Quality
Control

Texas Tech University -- J. R. Burns

47
More Project processes [PMBOK]
•
•
•
•
•
•
•
•
•

1. Organizational Planning
2. Staff Acquisition
3. Communications Planning
4. Information Distribution
5. Performance Reporting
6. Administrative Closure
1. Risk Identification
2. Risk Quantification
3. Risk Response Development
11/01/13

•
•
•
•
•
•
•

4. Risk Response Control
1. Procurement Planning
2. Solicitation Planning
3. Solicitation
4. Source Selection
5. Contract Administration
6. Contract Closeout

Texas Tech University -- J. R. Burns

48
Strategy for Project Execution
• Hold weekly meetings--every Fri. afternoon
• Compare execution with plan--this is called
controlling
• Make adjustments as necessary
• Produce weekly status reports every Mon
morning

11/01/13

Texas Tech University -- J. R. Burns

49
Functions, Tasks, Expectations of
the Project Manager (coach,
mentor, leader, negotiator,
assessor, informer, motivator)
• Selects team leader, subordinates
• Works hardest during the definition and
planning phases
• Assesses progress during execution and
reports on that
• Negotiates with line managers for required
human resourcesTech University -- J. R. Burns
11/01/13
Texas

50
Expectations of the Project Manager
• Interfaces with customer, upper
management on behalf of team
• Negotiates with upper management and
customer
• Keeps everybody informed

11/01/13

Texas Tech University -- J. R. Burns

51
More Expectations of the Project
Manager
•
•
•
•

Is a positive leader, motivator, coach
Knows how to use PM software
Knows the technologies employed well
Must re-plan the remainder of the project
after the completion of each deliverable,
each phase

11/01/13

Texas Tech University -- J. R. Burns

52
Skills, Competencies of the PM
•
•
•
•
•
•
•
•

Leadership--articulate the vision and hold everyone accountable to it
An ability to develop people
Communication competencies
Interpersonal competencies
Able to handle stress
Problem solving skills
Time management skills
Negotiation skills

11/01/13

Texas Tech University -- J. R. Burns

53
Functions, Tasks, Expectations of
the Project Leader
• Large projects will have such a person if
there are several teams involved
• In charge of all technical aspects of the
project
• Assists the PM with project planning and
control
– particularly, the bottom levels of the WBS

• Focused on the toughest technical
11/01/13
Texas Tech University -- J. R. Burns
problems

54
Recall the Large Project
Hierarchy
PROJECT
MANAGER

PROJECT
LEADER

TEAM
LEADER

TEAM
LEADER

DEVELOPER

DEVELOPER

1

2
DEVELOPER
4

DEVELOPER
7

11/01/13

DEVELOPER
5

DEVELOPER
3
DEVELOPER
6

DEVELOPER
N

DEVELOPER
8

Texas Tech University -- J. R. Burns

55
Functions, Tasks, Expectations of
the Team Leader
• Reports to the Project Leader
• Oversees day-to-day execution
• More technically competent, mature and
experienced than team members
• Should possess good communications
competencies
• Should develop a good rapport with each
team member
11/01/13

Texas Tech University -- J. R. Burns

56
Functions, Tasks, Expectations of
the Professional Team Member
• Energetic, communicative, a good listener
• Not a perfectionist
• Possesses the requisite technical
expertise
• Doesn’t make any promises to the
customer
• Star performance

11/01/13

Texas Tech University -- J. R. Burns

57
The Phases of Team
Development-•
•
•
•
•
•

According to B. W. Tuckman
Forming
Storming
Norming
Performing
Adjourning

11/01/13

Texas Tech University -- J. R. Burns

58
Forming
• involves the transition from individual to
team member
• Team members get acquainted
• Begin to understand who has responsibility
for what
• No actual work accomplished in this phase
• Excited, anticipation, suspicion, anxiety and
hesitancy

11/01/13

Texas Tech University -- J. R. Burns

59
Storming
• Like the teenage years, you have to go through it
• Characterized by feelings of hostility, frustration
and anger
• Dissatisfaction with PM is common during this
phase
• PM has to provide direction and diffuse possible
conflicts
• There has to be a sense of devotion to equity and
fairness

11/01/13

Texas Tech University -- J. R. Burns

60
Norming
•
•
•
•
•

Relationships have stabilized
Level of conflict is lower
There is alignment with project goals
Acceptance grows
Team begins to Synergize

11/01/13

Texas Tech University -- J. R. Burns

61
Performing
• Team is now over the interpersonal
conflicts
• Team is now executing the tasks of the
project
• There is a sense of unity and peace
• Team is empowered by PM to achieve its
goals
11/01/13

Texas Tech University -- J. R. Burns

62
Team Types/culture/governance
• Democratic teams--good for experienced,
mature teams
• Chief developer teams--good for new,
immature teams
• Expert teams--good for a certain specific
area of need, like
– design validation
– system integration and testing
– data communications
11/01/13

Texas Tech University -- J. R. Burns

63
Psychological Motivators for
Developers
• Learning new skills, concepts, tools, or
aspects of a language
• IMPLICATION: Assign tasks that have an
element of newness

11/01/13

Texas Tech University -- J. R. Burns

64
Task assignment
• Tasks should be challenging but not too
challenging
• There should be some newness
• Related tasks should be assigned to the
same developer

11/01/13

Texas Tech University -- J. R. Burns

65
Functional Organizational
Structure

Staff

11/01/13

Texas Tech University -- J. R. Burns

66
Project Organizational Structure
Chief
Executive

Project
Manager

Project
Manager

Project
Manager

Staff

Staff

Staff

Staff

Staff

Staff

11/01/13

Staff

Staff

Staff

Texas Tech University -- J. R. Burns

67
Matrix Organizational Structure
Chief
Executive

Project
Management

Function
Manager

Function
Manager

Function
Manager

PM

Staff

Staff

PM

Staff

Staff

Staff

PM

11/01/13

Staff

Staff

Staff

Staff

Texas Tech University -- J. R. Burns

68
Project Staffing Considerations:
(matrix management, human
factors, team formation,
reporting)
• Matrix management involves borrowing
resources from other functional units
• Matrix management involves resource
sharing and is more efficient

11/01/13

Texas Tech University -- J. R. Burns

69
Some of Tom Peters’ concepts
• Those little insignificant projects may not be so
• What became In Search of Excellence-- was based
on a project at his employer that nobody cared
about
• Look for little projects that you can become
passionate about, based on your values
• Punctuate your projects with passion
– Life is not a useless passion as the German and French
existentialist philosophers would suggest

11/01/13

Texas Tech University -- J. R. Burns

70
Summary
•
•
•
•
•
•

Five stages of projects
Four primary knowledge areas
Four facilitating knowledge areas
Four types of project personnel
Five phases of team development
Three types of organizational structures

11/01/13

Texas Tech University -- J. R. Burns

71
11/01/13

Texas Tech University -- J. R. Burns

72
SOW should consist of:
–
–
–
–
–

Discussion of problem or opportunity
Purpose or goal of project
Objectives
Success criteria
Assumptions/Risks/Obstacles

• ALL ON A SINGLE PAGE

11/01/13

Texas Tech University -- J. R. Burns

73
Project Management Authority
aracteristics

WEAK

BALANCED

STRONG

AL

MATRIX

MATRIX

MATRIX

Little or

Limited

Low to

Moderate to

High to

moderate

high

almost total

0-25%

15-60%

50-95%

85-100%

Part-time

Part-time

Full-time

Full-time

Full-time

Part-time

’s Authority

FUNCTION

Part-time

Part-time

Full-time

Full-time

none
cent of

Virtually

orming

PROJECT

none

anization’s
ple assigned
ime to project

ject
nager’s role
ect
agement
inistrative staff

Source: PMBOK Guide, page 18.

11/01/13

Texas Tech University -- J. R. Burns

74

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Project management

  • 1. Project Management Basics What Project Professionals Do 11/01/13 Texas Tech University -- J. R. Burns 1
  • 2. Outline • • • • • What is a PROJECT??? What is Project Management (PM)? Why is it important? Some definitions, terminology Concepts – Lifecycle (five stages) – knowledge areas • Four primary • Four facilitating – Tradeoff triangle (triple constraint) – Four types of project personnel 11/01/13 Texas Tech University -- J. R. Burns 2
  • 3. Some questions • How many of you have been involved in a project? • Anyone serve as a project manager? • How do projects differ from ordinary work? • What makes project work more difficult? • How important is project management? • What constitutes success in projects and how do we achieve it? 11/01/13 Texas Tech University -- J. R. Burns 3
  • 4. Introduction • Successful PM involves the following: – on time, within budget, at the desired level of functionality, and using the assigned resources effectively • PM is a way to get organizational energy and effort to flow horizontally towards the customer and across departmental barriers 11/01/13 Texas Tech University -- J. R. Burns 4
  • 6. What is a project? • • • • • • • • • A definitive deliverable (objective and goal) Takes time Consumes resources Definite starting and stopping dates Is broken up into tasks (activities, steps) Consists of processes Proceeds through milestones Utilizes teams Based on personal integrity and trust 11/01/13 Texas Tech University -- J. R. Burns 6
  • 7. Horizontal vs. Vertical Energy 11/01/13 Texas Tech University -- J. R. Burns 7
  • 8. Some terminology • Step (task, activity)—an initiative that takes time to complete, has a definite starting and stopping point • Milestone—an event, an instant in time at which something significant happens in the life of the project, like the completion of a deliverable • Lifecycle—The stages a project goes through during its lifetime • Scope—The content of the project, the nature and functionality of the ultimate product 11/01/13 Texas Tech University -- J. R. Burns 8
  • 10. Why Project Management? • Because companies are organized around projects (and processes) • Because project management is recognized as a core competence • Because project management is a discipline in disarray—we just don’t know how to manage projects well • Because project management differs in significant ways from ordinary management 11/01/13 Texas Tech University -- J. R. Burns 10
  • 11. Why Project Management • 1/4th of our country’s GDP is generated from projects (4 trillion) • 1/4th of world GDP (10 trillion of 40 trillion) is generated from projects • Even Donald Trump is getting into the act – What are Donald’s criteria for success as a project manager? 11/01/13 Texas Tech University -- J. R. Burns 11
  • 12. Advantages of Project Management • • • • • • • Better control of human resources Improved customer relations Shorter development times, lead times Lower costs Higher quality Higher profit margins Improved productivity 11/01/13 Texas Tech University -- J. R. Burns 12
  • 13. About PMI • The Project Management Institute • www.pmi.org • Has an established Body of Knowledge – PMBOK (1996, 2000, 2002, 2008) • Will certify you as a PMP if….. – You can pass its exam, and – You have at least 2000 hours of successful PM EXPERIENCE 11/01/13 Texas Tech University -- J. R. Burns 13
  • 14. 11/01/13 Texas Tech University -- J. R. Burns 14
  • 15. Some things we do poorly in projects • Establishing requirements for the project deliverable • Planning the proposed project • Estimating step (TASK, ACTIVITY) )durations • Budgeting the proposed project • Executing – Don’t understand change management – Not communicating • Managing subcontractors • Monitoring project progress 11/01/13 Texas Tech University -- J. R. Burns 15
  • 16. What is project management? • The initiation, planning, execution, control and termination of projects in a formal, directed and intelligent fashion – According to PMI’s PMBOK 11/01/13 Texas Tech University -- J. R. Burns 16
  • 17. 11/01/13 Texas Tech University -- J. R. Burns 17
  • 18. What are the criteria for success in Project management? • Completion on time • Completion within budget • Completion with full functionality 11/01/13 Texas Tech University -- J. R. Burns 18
  • 19. What is the record in IT project management? • Until 1996, less than 25% of IT projects were “successful” • After 1998 roughly 30% of IT projects were successful • More than 80 billion a year wasted on terminated projects in the 90’s • For projects that were not completed on time, they were 225% over their intended completion date • According to the CHAOS 1995 Report 11/01/13 Texas Tech University -- J. R. Burns 19
  • 20. Where is expertise in project management found? • Project Management Institute • In project managers who have been there and done that • In hundreds of books that have been written in the past five years • In dozens of websites (use google or go to burns.ba.ttu.edu 11/01/13 Texas Tech University -- J. R. Burns 20
  • 21. 11/01/13 Texas Tech University -- J. R. Burns 21
  • 23. Nine Project Areas/42 project processes • Project Integration Management • Core Knowledge Areas – – – – 11/01/13 Scope Management Time Management Cost Management Quality Management Texas Tech University -- J. R. Burns 23
  • 24. Facilitating Knowledge Areas • • • • Procurement Management Risk Management Communications Management Human Resources Management 11/01/13 Texas Tech University -- J. R. Burns 24
  • 25. The triple Constraint/Quadruple Constraint • • • • Time Cost---Tradeoffs between these Scope ////// Quality 11/01/13 Texas Tech University -- J. R. Burns 25
  • 26. 11/01/13 Texas Tech University -- J. R. Burns 26
  • 27. A Generic IT Project Lifecycle 1. Conceptualization and Definition stage 1. 2. 2. Project Manager selected here Determine goals, scope, Impediments, product(s)— [deliverable(s)] Planning and Budgeting stage 1. 2. Project leader selected here, as well as project team members Who will do the project, when will it get done, how much will it cost 3. Execution stage 1. 11/01/13 Ramp up phase, intense activity phase, close out (termination) phase Texas Tech University -- J. R. Burns 27
  • 28. STAGE 1: Conceptualizingand-Defining STAGE 2: Planning-andBudgeting STAGE 3: Executing STAGE 5: Terminating-andClosing STAGE 4: Monitoring-and-Controlling 11/01/13 Texas Tech University -- J. R. Burns 28
  • 29. And, the fourth and fifth stages…….. 4. Controlling and Monitoring Stage • We do this throughout 5. Closeout and termination Stage – – – – – – 11/01/13 Deliverables delivered? Signoffs complete? Checklist complete? Lessons learned? History Data base updated? Post-project customer R. Burns satisfaction survey Texas Tech University -- J. complete? 29
  • 30. The Stages in the Project Management Lifecycle STAGE 1: Conceptualizingand-Defining STAGE 4: Monitoring-and-Controlling STAGE 2: Planning-andBudgeting STAGE 3: Executing STAGE 4: Monitoring-and-Controlling 11/01/13 STAGE 5: Terminating-andClosing Texas Tech University -- J. R. Burns 30
  • 31. Initiating New Projects • Use a Statement of Work (SOW) – Gets submitted to upper management and the PM department – Gets graded and eventually accepted or rejected • In a project management culture, a SOW… – Can be created by anyone in the organization • How to launch yourself into PM – Identify a need that fits with your values, write a SOW and become the project’s PM. 11/01/13 Texas Tech University -- J. R. Burns 31
  • 32. Project and Process Definition: Specification of the Project Boundary • Elimination and Containment of Scope and Feature Creep – Through change management • Goals of Project Management • Conceptualization of the deliverable • Definition: consideration of goals, scope and impediments 11/01/13 Texas Tech University -- J. R. Burns 32
  • 33. Boundary Definition • Define Stakeholders • ORGANIZE a JPDS--Joint Project Definition Session – Who should be invited? (THE STAKEHOLDERS) • Scope boundary – Features & functionality • Organizational Boundary • Methodology (or process) Boundary • Culture (governance) Boundary 11/01/13 Texas Tech University -- J. R. Burns 33
  • 34. Who are the STAKEHOLDERS?? • • • • • • • • Customers Project Sponsor—the guy w/ deep pockets Users Project team Support staff Suppliers Opponents People involved-in or affected by project activities 11/01/13 Texas Tech University -- J. R. Burns 34
  • 35. Out of the Project Conceptualization and Definition Stage should come….. • A Selected Project Manager [PM] • The Requirements Document (defining project product(s) and their content) – Signature signoffs required for PM’S protection • The Project Charter – Announces the project, its deliverable, its PM, and the rules of governance 11/01/13 Texas Tech University -- J. R. Burns • These are known as deliverables 35
  • 36. Scope Management/Change Management—a ‘best practice’ • Form a change/scope committee • Consists of customer and contractor representatives • All requested changes must get reviewed by this committee • Acceptances will depend on the type of contract, the amount of work involved, customer’s willingness to pay for it 11/01/13 Texas Tech University -- J. R. Burns 36
  • 37. Project Performance Measures: Cost, Duration, Functionality • Most expensive component--human resources • Funds are consumed over time • Question is, are funds being consumed as fast as anticipated • Is functionality being created as fast as anticipated • OUR CONTROL SYSTEM WILL TELL US 11/01/13 Texas Tech University -- J. R. Burns 37
  • 38. Project Management Hierarchy 11/01/13 Texas Tech University -- J. R. Burns 38
  • 41. Relationship of PM to Customer & Upper Management 11/01/13 Texas Tech University -- J. R. Burns 41
  • 42. STAGE 2: Project Planning and Budgeting • Performed first by the Project Manager • Revised by the Project Team and the JPDS personnel • Looks at: – Duration – Cost – Functionality 11/01/13 Texas Tech University -- J. R. Burns 42
  • 43. Out of the Project Planning and Budgeting Stage Should Derive • The project plan – – – – – 11/01/13 Personnel involved Project WBS (Work Break Down Structure) Project budget Project schedule in a Gantt format Project NETWORK chart Texas Tech University -- J. R. Burns 43
  • 44. Work Breakdown Structure for Computer Order Processing System Project 11/01/13 Texas Tech University -- J. R. Burns 44
  • 45. What specifically must be planned for??? • A scope MANAGEMENT plan • A schedule or Time MANAGEMENT plan • A Budget or Cost MANAGEMENT plan • A quality MANAGEMENT plan • A risk contingency plan • A communications plan • A procurement plan • A human resources plan 11/01/13 Texas Tech University -- J. R. Burns 45 • ALL COMPRISE A PART OF THE PLANNNING DOC
  • 46. Project Execution —the THIRD Stage • Startup (also called rampup) • progression • close-down 11/01/13 Texas Tech University -- J. R. Burns 46
  • 47. Projects and their Indigenous Processes • • • • • • • • 1. Collect Requirements 2. Define Scope 3. Create WBS 4. Verify Scope 5. Control Scope 1. Define Activities 2. Sequence Activities 3. Estimate Activity Durations • 4. Develop Schedule 11/01/13 • • • • • • 5. Control Schedule 1. Estimate Costs 2. Determine Budget 3. Control Costs 1. Plan Quality 2. Perform Quality Assurance • 3. Perform Quality Control Texas Tech University -- J. R. Burns 47
  • 48. More Project processes [PMBOK] • • • • • • • • • 1. Organizational Planning 2. Staff Acquisition 3. Communications Planning 4. Information Distribution 5. Performance Reporting 6. Administrative Closure 1. Risk Identification 2. Risk Quantification 3. Risk Response Development 11/01/13 • • • • • • • 4. Risk Response Control 1. Procurement Planning 2. Solicitation Planning 3. Solicitation 4. Source Selection 5. Contract Administration 6. Contract Closeout Texas Tech University -- J. R. Burns 48
  • 49. Strategy for Project Execution • Hold weekly meetings--every Fri. afternoon • Compare execution with plan--this is called controlling • Make adjustments as necessary • Produce weekly status reports every Mon morning 11/01/13 Texas Tech University -- J. R. Burns 49
  • 50. Functions, Tasks, Expectations of the Project Manager (coach, mentor, leader, negotiator, assessor, informer, motivator) • Selects team leader, subordinates • Works hardest during the definition and planning phases • Assesses progress during execution and reports on that • Negotiates with line managers for required human resourcesTech University -- J. R. Burns 11/01/13 Texas 50
  • 51. Expectations of the Project Manager • Interfaces with customer, upper management on behalf of team • Negotiates with upper management and customer • Keeps everybody informed 11/01/13 Texas Tech University -- J. R. Burns 51
  • 52. More Expectations of the Project Manager • • • • Is a positive leader, motivator, coach Knows how to use PM software Knows the technologies employed well Must re-plan the remainder of the project after the completion of each deliverable, each phase 11/01/13 Texas Tech University -- J. R. Burns 52
  • 53. Skills, Competencies of the PM • • • • • • • • Leadership--articulate the vision and hold everyone accountable to it An ability to develop people Communication competencies Interpersonal competencies Able to handle stress Problem solving skills Time management skills Negotiation skills 11/01/13 Texas Tech University -- J. R. Burns 53
  • 54. Functions, Tasks, Expectations of the Project Leader • Large projects will have such a person if there are several teams involved • In charge of all technical aspects of the project • Assists the PM with project planning and control – particularly, the bottom levels of the WBS • Focused on the toughest technical 11/01/13 Texas Tech University -- J. R. Burns problems 54
  • 55. Recall the Large Project Hierarchy PROJECT MANAGER PROJECT LEADER TEAM LEADER TEAM LEADER DEVELOPER DEVELOPER 1 2 DEVELOPER 4 DEVELOPER 7 11/01/13 DEVELOPER 5 DEVELOPER 3 DEVELOPER 6 DEVELOPER N DEVELOPER 8 Texas Tech University -- J. R. Burns 55
  • 56. Functions, Tasks, Expectations of the Team Leader • Reports to the Project Leader • Oversees day-to-day execution • More technically competent, mature and experienced than team members • Should possess good communications competencies • Should develop a good rapport with each team member 11/01/13 Texas Tech University -- J. R. Burns 56
  • 57. Functions, Tasks, Expectations of the Professional Team Member • Energetic, communicative, a good listener • Not a perfectionist • Possesses the requisite technical expertise • Doesn’t make any promises to the customer • Star performance 11/01/13 Texas Tech University -- J. R. Burns 57
  • 58. The Phases of Team Development-• • • • • • According to B. W. Tuckman Forming Storming Norming Performing Adjourning 11/01/13 Texas Tech University -- J. R. Burns 58
  • 59. Forming • involves the transition from individual to team member • Team members get acquainted • Begin to understand who has responsibility for what • No actual work accomplished in this phase • Excited, anticipation, suspicion, anxiety and hesitancy 11/01/13 Texas Tech University -- J. R. Burns 59
  • 60. Storming • Like the teenage years, you have to go through it • Characterized by feelings of hostility, frustration and anger • Dissatisfaction with PM is common during this phase • PM has to provide direction and diffuse possible conflicts • There has to be a sense of devotion to equity and fairness 11/01/13 Texas Tech University -- J. R. Burns 60
  • 61. Norming • • • • • Relationships have stabilized Level of conflict is lower There is alignment with project goals Acceptance grows Team begins to Synergize 11/01/13 Texas Tech University -- J. R. Burns 61
  • 62. Performing • Team is now over the interpersonal conflicts • Team is now executing the tasks of the project • There is a sense of unity and peace • Team is empowered by PM to achieve its goals 11/01/13 Texas Tech University -- J. R. Burns 62
  • 63. Team Types/culture/governance • Democratic teams--good for experienced, mature teams • Chief developer teams--good for new, immature teams • Expert teams--good for a certain specific area of need, like – design validation – system integration and testing – data communications 11/01/13 Texas Tech University -- J. R. Burns 63
  • 64. Psychological Motivators for Developers • Learning new skills, concepts, tools, or aspects of a language • IMPLICATION: Assign tasks that have an element of newness 11/01/13 Texas Tech University -- J. R. Burns 64
  • 65. Task assignment • Tasks should be challenging but not too challenging • There should be some newness • Related tasks should be assigned to the same developer 11/01/13 Texas Tech University -- J. R. Burns 65
  • 69. Project Staffing Considerations: (matrix management, human factors, team formation, reporting) • Matrix management involves borrowing resources from other functional units • Matrix management involves resource sharing and is more efficient 11/01/13 Texas Tech University -- J. R. Burns 69
  • 70. Some of Tom Peters’ concepts • Those little insignificant projects may not be so • What became In Search of Excellence-- was based on a project at his employer that nobody cared about • Look for little projects that you can become passionate about, based on your values • Punctuate your projects with passion – Life is not a useless passion as the German and French existentialist philosophers would suggest 11/01/13 Texas Tech University -- J. R. Burns 70
  • 71. Summary • • • • • • Five stages of projects Four primary knowledge areas Four facilitating knowledge areas Four types of project personnel Five phases of team development Three types of organizational structures 11/01/13 Texas Tech University -- J. R. Burns 71
  • 72. 11/01/13 Texas Tech University -- J. R. Burns 72
  • 73. SOW should consist of: – – – – – Discussion of problem or opportunity Purpose or goal of project Objectives Success criteria Assumptions/Risks/Obstacles • ALL ON A SINGLE PAGE 11/01/13 Texas Tech University -- J. R. Burns 73
  • 74. Project Management Authority aracteristics WEAK BALANCED STRONG AL MATRIX MATRIX MATRIX Little or Limited Low to Moderate to High to moderate high almost total 0-25% 15-60% 50-95% 85-100% Part-time Part-time Full-time Full-time Full-time Part-time ’s Authority FUNCTION Part-time Part-time Full-time Full-time none cent of Virtually orming PROJECT none anization’s ple assigned ime to project ject nager’s role ect agement inistrative staff Source: PMBOK Guide, page 18. 11/01/13 Texas Tech University -- J. R. Burns 74

Hinweis der Redaktion

  1. {"31":"Discuss how Tom Peters got his start with his book In Search of Excellence\n"}