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Project Management in 12 Slides
- 1. How to Project Manage (allthethings) And Look Super Smart While Doing It Pam Pauley Partner Account Manager, West Coast ppauley@salesforce.com
- 2. Agenda What is a Project? What is Project Management? Project Lifecycle
- 3. What is a Project? Any work… 1. With a beginning & end. 2. Creates a product, result, or service. 3. Includes a defined schedule, scope, and resources. Projects are everywhere, which means you can apply project management to almost everything!
- 4. What is a Project Manager? A Project Manager uses knowledge, skills, and tools to manage a project from start to finish with the goal of meeting project requirements. Someone who manages projects, duh.
- 6. Project Lifecycle Initiate • Define project • Get approval from stakeholders • Identify sponsor Plan • Define major deliverables • Break down tasks • Identify risks • Find a team! Execute • Go forth and conquer! Control • Risk management • Monitor/apply changes Close • Debrief • Party! 5 Stages of Project
- 7. Give your project some meat by creating the Project Objective Statement (POS)! What is the project? What is its purpose? How long will it take to complete? How much will it cost? *This will be part of the document your stakeholders sign off on, so make sure it’s clear for all audiences to understand. I just got assigned a project, yayyy! Okay but seriously, now what? Resources
- 8. The Customer Hub will be a page on the Pardot website to act as a one-stop place for all Pardot customers to find the resources they need to be successful. This project will be completed by May 30, 2016, with an estimate of 150 work hours required across the Pardot business.
- 9. Making a Project Manageable Determine the major “asks” or deliverables List out all tasks needed to complete each deliverable Identify key project milestones By breaking it down into smaller tasks
- 10. Managing Risk The lurker in the back of the room who can’t wait to screw up your project. “Quality is planned instead of inspected.” Risk Example: A cruise ship could hit an iceberg and cause it to sink. Owner Prevention Trigger (cause) Contingency action Cruise ship crew • Inspect navigational tools for accuracy • Avoid icy waters • Evacuation drills/educati on • Icy waters • poor navigation system • inattention from captain • Deploy lifeboats • Alert emergency channels
- 11. Closing the Project You did itttt! Post-mortem meeting • What did we accomplish? • What did we do well? • What can we do better? Document when needed for future reference
- 12. What I Learned Fwiw Importance of managing expectations for success of project Status updates Spending time on planning is always worth it Breaking down tasks may seem overwhelming at first, but it’s really helpful!
- 13. thank y u
Hinweis der Redaktion
- Implies: 1) The PM isn’t just anyone off the street who wants to help (need skills, tools, knowledge). 2) This project has a definitive beginning and end and so does the PM’s participation. 3) The PM is ultimately responsible for making sure requirements are met. (eeeek!)
- Knowledge,Skills, Tools: how to raise a puppy Start to finish: For however long the puppy is around (either adopted or until it reaches adulthood) Goal of meeting project requirements: To teach it how to be a great Golden Retriever
- Project charter has rough outline of schedule, scope, budget/resources; must be signed off from all stakeholders A lot times, things are happening in tandem (i.e. initiating doesn’t to be completed before you get to planning)
- Instead of going into each stage, I’ll give the highlights on tasks/tools I’ve used in my project so far. (aka this isn’t comprehensive) POS = project abstract Creating the POS will definitely require research – interviewing stakeholders, looking at past similar projects (if applicable), etc. Without identifying all three of these constraints you will find yourself ASSUMING (which leads to lots of risk and yuck).
- Example of a real POS, except what do you notice is missing from this one?
- Probably seems obvious, but if you like to DO like me, it’s easy to forget to pause and list out all that needs to be completed. Breaking down your tasks will help you better estimate the time needed to complete the project, as well as determine how many people you need on your team (if this isn’t already determined). You will need help building out the Work Breakdown Structure! As you reach out for help, this will also (probably) give you an indication of who may be on your project team
- So let’s say you’re going along, people are doing their tasks, the project is moving… That’s great. OH CRAP WHAT IS HAPPENING THINGS ARE CHANGING. That’s risk. And if this comes as a surprise, it means you didn’t assess risk before going into your project. And THAT is a big no-no. (Do as I say, not as I do.) Quote: cost of planning and implementation quality is less than the cost of inspecting and fixing quality problems and living with consequences of poor quality Risk matrix: owner, prevention, trigger (what causes the risk to come to fruition), contingency action Tools include: SWOT Analysis Risk Matrix Regular status update meetings
- Quote: cost of planning and implementation quality is less than the cost of inspecting and fixing quality problems and living with consequences of poor quality
- Quote: cost of planning and implementation quality is less than the cost of inspecting and fixing quality problems and living with consequences of poor quality