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Learning Objectives
   Describe the five project management (PM)
    process groups, the typical level of activity for
    each, and the interactions among them
   Understand how the PM process groups relate to
    the PM knowledge areas
   Discuss how organizations develop information
    technology PM methodologies to meet their needs
Learning Objectives (continued)
 Review a case study of an organization applying the
  project management process groups to manage an
  information technology project;
 Describe outputs of each process group; and
  understand the contribution that effective project
 Initiating,   planning, executing, monitoring and
  controlling, and closing make to project success
Project Management Process
Groups
 A process is a series of actions directed toward a
  particular result
 Project management can be viewed as a number of
  interlinked processes
 The project management process groups include:
   Initiating processes
   Planning processes
   Executing processes
   Monitoring and controlling processes
   Closing processes
Percentage of Time Spent on Each
Process Group
What Went Wrong?
 Philip A. Pell, PMP, commented on how the U.S. IRS needed to
  improve its project management process. “Pure and simple, good,
  methodology-centric,      predictable,    and     repeatable   project
  management is the SINGLE greatest factor in the success (or in this
  case failure) of any project… The project manager is ultimately
  responsible for the success or failure of the project.”*
 In 2006, the IRS lost more than $320 million due to a botched
  fraud-detection system project
 A 2008 U.S. Government Accountability Office (GAO) report stated
  that IRS had fixed just 29 of 98 information security weaknesses
  identified the previous year
Mapping the Process Groups to the
Knowledge Areas
 You can map the main activities of each PM process
  group into the nine knowledge areas using the
  PMBOK® Guide 2008
 Note that there are activities from each knowledge
  area under the planning and monitoring and
  controlling process groups
 Two new processes were added in 2008: identify
  stakeholders and collect requirements
Project Management Process Groups and
Knowledge Area Mapping*
Table (continued)
Table (continued)
Developing an IT Project
Management Methodology
 Just as projects are unique, so are approaches to
  project management
 Many organizations develop their own project
  management methodologies, especially for IT projects
 A methodology describes how things should be
  done; a standard describes what should be done
 PRINCE2, Agile, RUP, and Six Sigma provide different
  project management methodologies
What Went Right?
   AgenciaClick, an interactive advertising and online
    communications company based in São Paulo, Brazil,
    made PMI’s list of outstanding organizations in project
    management in 2007
   Since 2002, the company saw revenues jump 132 percent,
    primarily due to their five-year emphasis on practicing
    good project management across the entire company
Case Study: JWD Consulting’s
Project Management Intranet Site
 This case study provides an example of what’s involved
  in initiating, planning, executing, controlling, and
  closing an IT project
 Note: This case study provides a big picture view of
  managing a project; later chapters provide detailed
  information on each knowledge area
Project Pre-initiation
 It is good practice to lay the groundwork for a project
  before it officially starts
 Senior managers often perform several pre-initiation tasks,
  including the following:
   Determine the scope, time, and cost constraints for the project
   Identify the project sponsor
   Select the project manager
   Develop a business case for a project
   Meet with the project manager to review the process and expectations
    for managing the project
   Determine if the project should be divided into two or more smaller
    projects
Project Initiation
 Initiating a project includes recognizing and starting a
  new project or project phase
 The main goal is to formally select and start off projects
Stakeholder Register
Stakeholder Management Strategy
Project Charters and Kick-off Meetings
 See Table for an example of a charter
 Charters are normally short and include key project
  information and stakeholder signatures
 It’s good practice to hold a kick-off meeting at the
  beginning of a project so that stakeholders can meet
  each other, review the goals of the project, and
  discuss future plans
Kick-off Meeting Agenda
Project Planning
 The main purpose of project planning is to guide
  execution
 Every knowledge area includes planning information
 Key outputs included in the JWD project include:
   A team contract
   A project scope statement
   A work breakdown structure (WBS)
   A project schedule, in the form of a Gantt chart with all
    dependencies and resources entered
   A list of prioritized risks (part of a risk register)
JWD Consulting Intranet Site Project Baseline
Gantt Chart
List of Prioritized Risks
Project Executing
 Usually takes the most time and resources to perform
  project execution
 Project managers must use their leadership skills to
  handle the many challenges that occur during project
  execution
 lists the executing processes and outputs; many
  project sponsors and customers focus on deliverables
  related to providing the products, services, or results
  desired from the project
 A milestone report can help focus on completing
  major milestones
Part of Milestone Report
Project Monitoring and Controlling
 Involves measuring progress toward project objectives,
  monitoring deviation from the plan, and taking
  correction actions
 Affects all other process groups and occurs during all
  phases of the project life cycle
 Outputs include performance reports, change requests,
  and updates to various plans
Project Closing
 Involves gaining stakeholder and customer acceptance
  of the final products and services
 Even if projects are not completed, they should be
  closed out to learn from the past
 Outputs include project archives and lessons learned,
  part of organizational process assets
 Most projects also include a final report and
  presentation to the sponsor/senior management
Chapter Summary
 The five project management process groups are
  initiating, planning, executing, monitoring and
  controlling, and closing
 You can map the main activities of each process group
  to the nine knowledge areas
 Some organizations develop their own information
  technology project management methodologies
 The JWD Consulting case study provides an example
  of using the process groups and shows several
  important project documents
Chapter 3

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Chapter 3

  • 1.
  • 2. Learning Objectives  Describe the five project management (PM) process groups, the typical level of activity for each, and the interactions among them  Understand how the PM process groups relate to the PM knowledge areas  Discuss how organizations develop information technology PM methodologies to meet their needs
  • 3. Learning Objectives (continued)  Review a case study of an organization applying the project management process groups to manage an information technology project;  Describe outputs of each process group; and understand the contribution that effective project  Initiating, planning, executing, monitoring and controlling, and closing make to project success
  • 4. Project Management Process Groups  A process is a series of actions directed toward a particular result  Project management can be viewed as a number of interlinked processes  The project management process groups include:  Initiating processes  Planning processes  Executing processes  Monitoring and controlling processes  Closing processes
  • 5. Percentage of Time Spent on Each Process Group
  • 6. What Went Wrong?  Philip A. Pell, PMP, commented on how the U.S. IRS needed to improve its project management process. “Pure and simple, good, methodology-centric, predictable, and repeatable project management is the SINGLE greatest factor in the success (or in this case failure) of any project… The project manager is ultimately responsible for the success or failure of the project.”*  In 2006, the IRS lost more than $320 million due to a botched fraud-detection system project  A 2008 U.S. Government Accountability Office (GAO) report stated that IRS had fixed just 29 of 98 information security weaknesses identified the previous year
  • 7. Mapping the Process Groups to the Knowledge Areas  You can map the main activities of each PM process group into the nine knowledge areas using the PMBOK® Guide 2008  Note that there are activities from each knowledge area under the planning and monitoring and controlling process groups  Two new processes were added in 2008: identify stakeholders and collect requirements
  • 8. Project Management Process Groups and Knowledge Area Mapping*
  • 11. Developing an IT Project Management Methodology  Just as projects are unique, so are approaches to project management  Many organizations develop their own project management methodologies, especially for IT projects  A methodology describes how things should be done; a standard describes what should be done  PRINCE2, Agile, RUP, and Six Sigma provide different project management methodologies
  • 12. What Went Right?  AgenciaClick, an interactive advertising and online communications company based in São Paulo, Brazil, made PMI’s list of outstanding organizations in project management in 2007  Since 2002, the company saw revenues jump 132 percent, primarily due to their five-year emphasis on practicing good project management across the entire company
  • 13. Case Study: JWD Consulting’s Project Management Intranet Site  This case study provides an example of what’s involved in initiating, planning, executing, controlling, and closing an IT project  Note: This case study provides a big picture view of managing a project; later chapters provide detailed information on each knowledge area
  • 14. Project Pre-initiation  It is good practice to lay the groundwork for a project before it officially starts  Senior managers often perform several pre-initiation tasks, including the following:  Determine the scope, time, and cost constraints for the project  Identify the project sponsor  Select the project manager  Develop a business case for a project  Meet with the project manager to review the process and expectations for managing the project  Determine if the project should be divided into two or more smaller projects
  • 15. Project Initiation  Initiating a project includes recognizing and starting a new project or project phase  The main goal is to formally select and start off projects
  • 18. Project Charters and Kick-off Meetings  See Table for an example of a charter  Charters are normally short and include key project information and stakeholder signatures  It’s good practice to hold a kick-off meeting at the beginning of a project so that stakeholders can meet each other, review the goals of the project, and discuss future plans
  • 20. Project Planning  The main purpose of project planning is to guide execution  Every knowledge area includes planning information  Key outputs included in the JWD project include:  A team contract  A project scope statement  A work breakdown structure (WBS)  A project schedule, in the form of a Gantt chart with all dependencies and resources entered  A list of prioritized risks (part of a risk register)
  • 21. JWD Consulting Intranet Site Project Baseline Gantt Chart
  • 23. Project Executing  Usually takes the most time and resources to perform project execution  Project managers must use their leadership skills to handle the many challenges that occur during project execution  lists the executing processes and outputs; many project sponsors and customers focus on deliverables related to providing the products, services, or results desired from the project  A milestone report can help focus on completing major milestones
  • 25. Project Monitoring and Controlling  Involves measuring progress toward project objectives, monitoring deviation from the plan, and taking correction actions  Affects all other process groups and occurs during all phases of the project life cycle  Outputs include performance reports, change requests, and updates to various plans
  • 26. Project Closing  Involves gaining stakeholder and customer acceptance of the final products and services  Even if projects are not completed, they should be closed out to learn from the past  Outputs include project archives and lessons learned, part of organizational process assets  Most projects also include a final report and presentation to the sponsor/senior management
  • 27. Chapter Summary  The five project management process groups are initiating, planning, executing, monitoring and controlling, and closing  You can map the main activities of each process group to the nine knowledge areas  Some organizations develop their own information technology project management methodologies  The JWD Consulting case study provides an example of using the process groups and shows several important project documents