Introduction to Project Management Workshop

January 18th 2018

Workshop Structure

• Introductions and Expectations

• Our Sponsors

• Project Management Overview

• PM Canvas & Case Study

• Group Work

• Present back

• Project Evaluation Report

• Workshop Feedback

Okanagan College & Scotiabank

Okanagan College has partnered with Scotiabank Centre to introduce

the Scotiabank Centre for Non-Profit Excellence. This project enables

Okanagan College students to research and identify strategies to

ensure sustainability within all realms of Non-Profit organizations.

• 2.9 million professionals globally

• Provides professional certification and ongoing professional development

• Academic research, publications

• Networking opportunities.

• Resources for Non-Profits and NGOsNo-cost project management learning

• Professional Development ScholarshipsScholarships for individual staff members

• Grant making to Non-Profits and NGOsAwards grants to non-profit organizations to build their capacity

Project Management Institute

• MBA programs professor

• Consultant for PMO and porfolio management

• Experienced Project Manager : Hewlett Packard, Deloitte Consulting, BASF e Novartis

• PMP (Project Management Professional), PMI-SP, PMI-RMP (Risk Management Professional), CCPM (Critical Chain Professional Management)

• PMI Professional Development Award / PMI-USA

• Author

PM Canvas: José Finocchio Jr

5

• PMI Community Development Award Winner – PMI-SAC 2017

• PMI SAC Past President

• Consultant for Portfolio, Program and Project Management, currently working with The City of Calgary as Project Manager for the implementation of Project Online for Protfolio, Program and Project Management for all Capital Business Units

• Past experience: ATCO Structures and Logistics, ATCO Power, TransAlta, Nortel Networks, BellSouth International, Electrolux, Siemens

PM Canvas: Paulo Camargo

Introductions & Expectations

Learning Outcomes

• LO1: Identify the difference between a project and a program

• LO2: Describe the difference between a project manager and other key stakeholders of a project

• LO3: Complete a project model canvas for an individual project

• LO4: Evaluate the likelihood of the project to meet its intended goal using the project model canvas framework

• Name, organization, role and project experience

• What do you want to learn from this workshop?

• What attracted you to sign-up?

What is Project Management?

“Project management is the process of the application, knowledge, skills, tools, and techniques to project activities to meet project requirements.”

(PMBOK® Guide - Fifth Edition)

Project Management is an interrelated group of processes that if followed enable the project team to achieve a successful project.

Or a much simpler definition –

An established approach to managing and control

Mission

Visionary Outcomes

Outcome Indicators

Services/Programs

Core Businesses

Ongoing measurement and feedback

Identified/developed by staff

Determined by Board

Organizations have portfolios that deliver

programs

They have projects that improve services

Developed by Board

What is Project Success?

If any of the three factors (time, cost, scope) change, at least one other factor

is likely to change.

Quality is an outcome.

Project Life Cycle

•All OK so far?

Case Study• Refer to the workbook – page 7

Why the PM Canvas?

Released Sept 2017

PM PITCHJUSTIFICATIONPast

OBJ SMART REQUIREMENTS

COSTS

TEAM

PRODUCT

CONSTRAINTS

BENEFITSFuture

DELIVERABLESTIMELINE

STAKEHOLDERSExternals &

External Factors

RISKSASSUMPTIONS

Project Model Canvas

PM PITCH

WHY? WHAT? WHO? WHENand HOW

MUCH?

HOW?

Project Model Canvas

PM: TBD PITCH: Weekly RockeyView Popcorn Fundraiser

Project Model Canvas

JUSTIFICATION Past

o Insufficient funding for

classroom materials and special AV equipment at RockeyView Elementary

PRODUCT

o Weekly popcorn fundraiser at RockeyView Elementary

STAKEHOLDERS Internal & External

o RockeyView Elementary

o Community o Students o Pac Members o Parent

Volunteers

ASSUMPTIONS o Popcorn would be a

good idea as most kids like it and it doesn’t violate any food safety rules by the school

o Parents would volunteer their time, and this project could begin running in a month

RISKS o This fundraiser could

get boring by the 3rd week

o Someone gets sick (no food safe)

o A child could burn themselves

o No one volunteers to help run the project

SMART OBJECTIVE

o To raise $2000 by selling popcorn, to help cover classroom material costs

REQUIREMENTS o Set up, selling, and

clean up of project o Ensure they have all

the proper equipment to run the project. Parent volunteers would need to purchase popcorn bags, salt, oil, butter

o Parent volunteers would need to supervise the project

o Approval from teachers to ensure students can miss class time to run the project

TEAM

o Students o PAC Members o Parent

Volunteers

DELIVERABLES o Popcorn o Booth o Advertising materials o Revenue

TIMELINE o Supplies available –

Feb 9th 2018 o Marketing/advertising

materials – Feb 16th 2018

o Students and parents trained – Feb 23rd 2018

o Weekly sales begin – March 2nd 2018

BENEFITS Future

o Financial literacy for grade 5 & 6 students

o RockeyView Elementary would be able to purchase class room materials to assist students in learning

CONSTRAINTS o Teachers may not allow students to leave the

classroom to volunteer for this project at certain times

o Food Safe regulations

COSTS o Popcorn bags,

popcorn, salt, oil, butter

o Popcorn machine was donated by local hardware store (free)

PM PITCH

Project Model Canvas

PM PITCH

JUSTIFICATIONPast

SMART OBJECTIVE

REQUIREMENTS

COSTS

TEAM

PRODUCT

CONSTRAINTS

BENEFÍTSFuture

DELIVERABLESTIMELINE

STAKEHOLDERSExternal & Internal

RISKSASSUMPTIONS

WHY?

$$

$

SPONSOR

$$$$

COSTS

TEAM

CONSTRAINTS

DELIVERABLESTIMELINE

ExternalSTAKEHOLDERS& External Factors

RISKSASSUMPTIONS

Project Model Canvas

PITCH

REQUIREMENTS

PRODUCT

WHAT?

CLIENT

PM

SMART OBJECTIVE

JUSTIFICATIONSPast

BENEFÍTSFuture

Project Model Canvas

PM PITCH

REQUIREMENT

PRODUCT

SMART OBJECTIVE

JUSTIFICATIONSPast

BENEFÍTSFuture

EQUIPMENT

STAKEHOLDERSExternal & Internal

WHO?

PM

COSTS

DELIVERABLESTIMELINE

RISKSASSUMPTIONS

CONSTRAINTS

CLIENT

$$

$

PM

PROJECT

WORKERS

SPONSOR

CONTRACTORS

ExpertResources

DELIVERABLES$$$$

$ ! ΔT !

RISKS TEAM

TEAM

ExternalSTAKEHOLDERS& External Factors

Project Model Canvas

PM PITCH

REQUIREMENT

PRODUCT

SMART OBJECTIVE

JUSTIFICATIONSPast

BENEFÍTSFuture

CONSTRAINTS

DELIVERABLES

ASSUMPTIONS

HOW?

Expert

Resources

The Project Team

COSTS

TIMELINE

RISKS

Project Model Canvas

PM PITCH

REQUIREMENT

PRODUCT

CONSTRAINTS

DELIVERABLES

ASSUMPTIONS

SMART OBJECTIVE

JUSTIFICATIONSPast

BENEFÍTSFuture

TEAM

ExternalSTAKEHOLDERS& External Factors

COSTS

TIMELINE

RISKS

WHENand HOW

MUCH?

$$

$ ! ΔT !

•Break – 15 Minutes

Your Projects

• Break into three groups

• Select a project to work on

• Select a spokesperson to present at the end• The results of your canvas

• What worked well?

• What was difficult?

• How could this help in application to your next project?

Project Model Canvas

PM PITCH

JUSTIFICATIONPast

SMART OBJECTIVE

REQUIREMENTS

COSTS

TEAM

PRODUCT

CONSTRAINTS

BENEFÍTSFuture

DELIVERABLESTIMELINE

STAKEHOLDERSExternal & Internal

RISKSASSUMPTIONS

WHY?

$$

$

SPONSOR

$$$$

COSTS

TEAM

CONSTRAINTS

DELIVERABLESTIMELINE

ExternalSTAKEHOLDERS& External Factors

RISKSASSUMPTIONS

Project Model Canvas

PITCH

REQUIREMENTS

PRODUCT

WHAT?

CLIENT

PM

SMART OBJECTIVE

JUSTIFICATIONSPast

BENEFÍTSFuture

Project Model Canvas

PM PITCH

REQUIREMENT

PRODUCT

SMART OBJECTIVE

JUSTIFICATIONSPast

BENEFÍTSFuture

EQUIPMENT

STAKEHOLDERSExternal & Internal

WHO?

PM

COSTS

DELIVERABLESTIMELINE

RISKSASSUMPTIONS

CONSTRAINTS

TEAM

ExternalSTAKEHOLDERS& External Factors

Project Model Canvas

PM PITCH

REQUIREMENT

PRODUCT

SMART OBJECTIVE

JUSTIFICATIONSPast

BENEFÍTSFuture

CONSTRAINTS

DELIVERABLES

ASSUMPTIONS

HOW?

Expert

Resources

The Project Team

COSTS

TIMELINE

RISKS

Project Model Canvas

PM PITCH

REQUIREMENT

PRODUCT

CONSTRAINTS

DELIVERABLES

ASSUMPTIONS

SMART OBJECTIVE

JUSTIFICATIONSPast

BENEFÍTSFuture

TEAM

ExternalSTAKEHOLDERS& External Factors

COSTS

TIMELINE

RISKS

WHENand HOW

MUCH?

$$

$ ! ΔT !

Teams Present back their canvas

• What worked well?

• What was difficult?

• How could this help in application to your next project?

Project Evaluation ReportWhat & When: Tool at the conclusion of a project.

Why: Learning and continuous improvement.

How: • Input from key stakeholders. • Gathering what worked well, developing the key to success and carrying

forward to future projects. • Gathering what needs to improve, developing the key deliverable for future

projects. • Share results.

Who:• All stakeholders • Project Manager and project team• Independent facilitator?

Feedback on the workshop

• Were the learning objectives met?

• What worked well?

• What could be improved?