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TOGA CONSULTING
Project Management Governance & Clinic to Avoid Failure
Essentials of
www.togaconsulting.com/proj-mgmt Project Management Essentials © TOGA CONSULTING
Agenda
1 About the Author
2 Target Audience
3 Benefits and Values Provided by This Presentation
4 Top Ten Tips for Project Management Success
5 Project Management Clinic – Slides 9 - 16
Project Management Essentials – Slides 18 - 38
7 Project Management Tools & Techniques – Slides 40 - 52
6
www.togaconsulting.com/proj-mgmt Project Management Essentials © TOGA CONSULTING
About the Author – Dr. Liyu You
3
Ph.D. of Electrical and Computer Engineering
20+ years of experience in engineering and IT industries
Full-stack IT professional – Basically, you can discuss anything IT related with me
Enterprise Architect Manager
Program Manager, Adjunct Professor, and Book Author
Consulting, Senior Technical, and Principal System Architect
Certified ITIL v3, TOGAF, Six Sigma, CCNA, Network+, Security+
Past Positions and Certifications:
www.togaconsulting.com/proj-mgmt Project Management Essentials © TOGA CONSULTING
Who Can Benefit From this Presentation?
4
Executives who provide portfolio/program/project governance
Project managers who are seeking practical guides for continuous improvement
New project managers to jump start the journey
Ongoing portfolios/programs/projects in trouble
Initiating new portfolios/programs/projects
Trying to optimize current portfolios/programs/projects
Or under the following situations:
www.togaconsulting.com/proj-mgmt Project Management Essentials © TOGA CONSULTING
What Values Do We Deliver?
5
• Save 25 – 50% of your project cost
• Better quality of project deliverables and outcomes
• Better portfolio management with dynamic alignment to corporate strategies
• Customized processes tailored to your organizational culture and maturity level
• Smooth Sailing – Better Project Planning, Management and Control
• Engaged and purpose driven team with positive and high morale
• Enrich and enhance enterprise processes, standards and knowledge bases
68 percent of IT projects fail – according to ZDNet
www.togaconsulting.com/proj-mgmt Project Management Essentials © TOGA CONSULTING
Factors Affecting Project Outcomes – Success or Failure
6
• Consensus Building – Communication Matters
• Project Integration – PM Skills Matters
• Hidden Politics - Key Stakeholder Management Matters
• External Influences – Customers, Partners and End Users Matters
• Impact Analysis – Architecture and Design Matters
• Anticipating Known and Unknown – Risk Management Matters
• Scope, Time, Cost, Resources and Quality – Get Back to Fundamentals
www.togaconsulting.com/proj-mgmt Project Management Essentials © TOGA CONSULTING
Top Ten Tips for Project Management Success
7
1. People are what matter most in project management and business
2. Multilevel communications – Executive, Management and Technical
3. Scope management and change control
4. Identify Project details, milestones and team requirements
5. Executive sponsors and steering committee for project governance
6. Timely and accurate records and documentation
7. Hybrid mode: predictive, iterative, incremental, or adaptive
8. Team calendar for capacity and availability management
9. Risk and quality control
10. Centralized Project Management Information System (PMIS)
www.togaconsulting.com/proj-mgmt Project Management Essentials @ TOGA CONSULTING
Project Management Clinic
- Common Missing Pieces
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Six (6) Project Constraints – Competing Factors
9
ID Constraint Description
1 Scope Expected outcomes
2 Cost Money required to achieve the outcomes
3 Schedule Due date to deliver the outcomes
4 Quality How close the outcomes match expectations?
5 Resource Who and what are required to complete the work?
6 Risk What can go wrong and what can be done to mitigate it?
Project Manager Short Job Description: Manages and provides integrated project plan by balancing and making trade-offs among project competing constraints with the help of communications, procurement, and stakeholder management.
www.togaconsulting.com/proj-mgmt Project Management Essentials © TOGA CONSULTING
Impact Analysis and Roadmap
14
• Define Scope
• Current “as-is” vs. future “to-be”
• Gap Analysis
• Impact Analysis
• Work Packages
• Migration Roadmap
• Implementation Roadmap
www.togaconsulting.com/proj-mgmt Project Management Essentials © TOGA CONSULTING
Agile and Iterative Enough?
16
• Hybrid of waterfall and agile
• Determine deliverables
• Determine sprint interval
• Determine quick wins and Minimum Viable Product (MVP)
• Daily standup meeting
• Demo and retrospective
• Tracking, monitoring and controlling
www.togaconsulting.com/proj-mgmt Project Management Essentials @ TOGA CONSULTING
Project Management Essentials
- Get Back to Fundamentals
www.togaconsulting.com/proj-mgmt Project Management Essentials © TOGA CONSULTING
Definition of Project, Program and Portfolio
18
Term Definition
Project A temporary endeavor undertaken to create a unique product, service, or result.
Program A group of related projects, subsidiary programs, and program activities that are managed in a coordinated manner to obtain benefits not available from managing them individually.
Portfolio A collection of projects, programs, subsidiary portfolios, and operations managed as a group to achieve strategic objectives.
Source from PMBOK 6th Edition
www.togaconsulting.com/proj-mgmt Project Management Essentials © TOGA CONSULTING
Five (5) Project Management Process Groups
22
1. Initiating
2. Planning
3. Executing
4. Monitoring and Controlling
5. Closing
Pre-Project Work
(i.e., Business Case) Closing Planning Executing
Monitoring and Controlling
Initiating
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Project Processes
- In Each Knowledge Area
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Knowledge Area 4: Integration Management
29
Project Group Processes
Initiating 4.1 Develop Project Charter
Planning 4.2 Develop Project Management Plan
Executing 4.3 Direct and Manage Project Work 4.4 Manage Project Knowledge
Monitoring and Controlling
4.5 Monitor and Control Project Work 4.6 Perform Integrated Change Control
Closing 4.7 Close Project or Phase
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Knowledge Area 5: Scope Management
30
Project Group Processes
Initiating
Planning 5.1 Plan Scope Management 5.2 Collect Requirements 5.3 Define Scope 5.4 Create WBS
Executing
Monitoring and Controlling
5.5 Validate Scope 5.6 Control Scope
Closing
www.togaconsulting.com/proj-mgmt Project Management Essentials @ TOGA CONSULTING
Project Management
- Tools and Techniques
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Project Management Methodologies
41
Method Description
Waterfall A linear and predictive project management approach, where business requirements are gathered first, and then a sequential project plan is created to implement those requirements.
Agile A system development methodology based on iterative and incremental approach.
Lean and Kanban Focusing on delivering value, respect for people, minimizing waste, being transparent, adapting to change, and continuously improving.
Note *** This is for showcase only, no special ranking is provided.
www.togaconsulting.com/proj-mgmt Project Management Essentials © TOGA CONSULTING
Work Breakdown Structure (WBS)
42
A process of subdividing project deliverables and project work into smaller, more manageble components.
Project Name
Work Package 1
Activity 1
Activity 2
Work Package 2
Work package 3
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Organization Breakdown Structure (OBS) – Org Chart
44
A process of subdividing project overall cost into smaller, more manageable components. PM: Project Manager
Project Sponsor
Program Manager
PM 1
PM 2
Developers QA Business Analyst
Product Owner
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PERT Network Diagram, Critical Path, and Slack Time
45
A graphical representation of the logical relationships (a.k.a. dependencies), among the project schedule activities. PERT: Program Evaluation Review Technique
Source: PMBOK Guide 6th Edition, Figure 6-11. Project Schedule Network Diagram
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Gantt Chart
46
Representing schedule information where activities are listed on the vertical axis, dates are shown on the horizontal axis, and activity durations are shown as horizontal bars.
Source: http://www.umsl.edu/~sauterv/analysis/488_f02_papers/ProjMgmt.html
www.togaconsulting.com/proj-mgmt Project Management Essentials © TOGA CONSULTING
Prededence Diagramming Method (PDM)
47
FS – A successor activity cannot start until a predecessor activity has finished. FF – A successor activity cannot finish until a predecessor activity has finished. SS – A successor activity cannot start until a predecessor activity has started. SF – A successor activity cannot start until a predecessor activity has finished.
Source: PMBOK Guide 6th Edition, Figure 6-9. Precedence Diagramming Method (PDM) Relationship Types
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Schedule Compression
48
Used to shorten the schedule duration without reducing the project scope in order to meet schedule constraints, imposted dates, or other schedule objectives.
Technique Description
Crashing A technique used to shorten the schedule duration for the least incremental cost by adding resources.
Fast Tracking A schedule compression technique in which activities or phases normally done in sequence are performed in parallel for at least a portion of the duration.
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What-if Scenario Analysis
49
The process of evaluating scenarios in order to predict their effect, positive or negative, on project objectives.
Target Description
Schedule The outcome of the analysis is used to determine the feasibility of the schedule under unexpected situations. It also allows project managers to prepare contingency plans in order to overcome the impacts of the unexpected situations.
Risk In the risk analysis, ask the question, “What if the situation represented by a given scenario happens?” evaluate the impact and likelihood of the scenario occurring, prioritize them and develop mitigation plan to manage and control the risks.
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SWOT Analysis for Risk Identification
50
Analyze Strengths, Weaknesses, Opportunities, and Threats of the project.
Identify the strengths and weaknesses of the organization
Identify any opportunities that may arise from strengths
Identify any threats resulting from weakness
Examine the degree to which strengths may offset threats
Determine if weaknesses might hinder opportunities
Source: OCEB 2 Certification Guide, Business Process Management - Fundamental Level Second Edition, FIGURE 2.5 SWOT Matrix
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Stakeholder Analysis
51
Gather and analyze information to determine whose interests should be taken into account
Interest Low High
Low
High
Po
we
r
(B) Keep
Satisfied
(A) Key
Players
(D) Minimal
Effort
(C) Keep
Informed
Stakeholder Key Concerns Power Interest Class
CxO H L B
PMO H L B
Procurement H H A
IT Services L L D
Compliance H H A
Security H H A
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Cause-and-effect Diagrams – Root Cause Analysis
52
A.k.a. fishbone diagrams, identify the main or root cause of the problem
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