THE FUNDAMENTALS OF PROJECT MANAGEMENT · PDF fileTHE FUNDAMENTALS OF PROJECT MANAGEMENT Learning the Essential Elements Learning the Essential Elements for Effective for Effective

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THE FUNDAMENTALS OF THE FUNDAMENTALS OF THE FUNDAMENTALS OF THE FUNDAMENTALS OF THE FUNDAMENTALS OF THE FUNDAMENTALS OF THE FUNDAMENTALS OF THE FUNDAMENTALS OF

PROJECT MANAGEMENTPROJECT MANAGEMENTPROJECT MANAGEMENTPROJECT MANAGEMENTPROJECT MANAGEMENTPROJECT MANAGEMENTPROJECT MANAGEMENTPROJECT MANAGEMENT

Learning the Essential Elements Learning the Essential Elements Learning the Essential Elements Learning the Essential Elements Learning the Essential Elements Learning the Essential Elements Learning the Essential Elements Learning the Essential Elements for Effective for Effective for Effective for Effective for Effective for Effective for Effective for Effective

Project Project Project Project Project Project Project Project Management Management Management Management Management Management Management Management at UWat UWat UWat UWat UWat UWat UWat UW--------StoutStoutStoutStoutStoutStoutStoutStout

With Jeff RussellWith Jeff RussellWith Jeff RussellWith Jeff RussellWith Jeff RussellWith Jeff RussellWith Jeff RussellWith Jeff Russell

Russell Consulting, Inc.Russell Consulting, Inc.Russell Consulting, Inc.Russell Consulting, Inc.Russell Consulting, Inc.Russell Consulting, Inc.Russell Consulting, Inc.Russell Consulting, Inc.© 2008, Photograph by Jeff Russell

Russell Consulting – Helping Leaders Build Great Organizations!

WHY PROJECT MANAGEMENT?WHY PROJECT MANAGEMENT?WHY PROJECT MANAGEMENT?WHY PROJECT MANAGEMENT?WHY PROJECT MANAGEMENT?WHY PROJECT MANAGEMENT?WHY PROJECT MANAGEMENT?WHY PROJECT MANAGEMENT?

•• Why is project management crucial for Why is project management crucial for Why is project management crucial for Why is project management crucial for Why is project management crucial for Why is project management crucial for Why is project management crucial for Why is project management crucial for UWUWUWUWUWUWUWUW--------

Stout’s Stout’s Stout’s Stout’s Stout’s Stout’s Stout’s Stout’s success?success?success?success?success?success?success?success?

•• Why should Why should Why should Why should Why should Why should Why should Why should UWUWUWUWUWUWUWUW--------Stout Stout Stout Stout Stout Stout Stout Stout leaders become leaders become leaders become leaders become leaders become leaders become leaders become leaders become

proficient with project management proficient with project management proficient with project management proficient with project management proficient with project management proficient with project management proficient with project management proficient with project management

methodologies?methodologies?methodologies?methodologies?methodologies?methodologies?methodologies?methodologies?


WHAT TO EXPECT . . .WHAT TO EXPECT . . .WHAT TO EXPECT . . .WHAT TO EXPECT . . .WHAT TO EXPECT . . .WHAT TO EXPECT . . .WHAT TO EXPECT . . .WHAT TO EXPECT . . .

1.1.1.1.1.1.1.1. Describe how a “project” is different from other work Describe how a “project” is different from other work Describe how a “project” is different from other work Describe how a “project” is different from other work Describe how a “project” is different from other work Describe how a “project” is different from other work Describe how a “project” is different from other work Describe how a “project” is different from other work

tasks.tasks.tasks.tasks.tasks.tasks.tasks.tasks.

2.2.2.2.2.2.2.2. Define what “project management” is and the various Define what “project management” is and the various Define what “project management” is and the various Define what “project management” is and the various Define what “project management” is and the various Define what “project management” is and the various Define what “project management” is and the various Define what “project management” is and the various

competencies of the project manager.competencies of the project manager.competencies of the project manager.competencies of the project manager.competencies of the project manager.competencies of the project manager.competencies of the project manager.competencies of the project manager.

3.3.3.3.3.3.3.3. Identify the key stakeholders in every project.Identify the key stakeholders in every project.Identify the key stakeholders in every project.Identify the key stakeholders in every project.Identify the key stakeholders in every project.Identify the key stakeholders in every project.Identify the key stakeholders in every project.Identify the key stakeholders in every project.

4.4.4.4.4.4.4.4. Detail the four phases of project management.Detail the four phases of project management.Detail the four phases of project management.Detail the four phases of project management.Detail the four phases of project management.Detail the four phases of project management.Detail the four phases of project management.Detail the four phases of project management.

5.5.5.5.5.5.5.5. Discuss the fourteen deadly sins of PM.Discuss the fourteen deadly sins of PM.Discuss the fourteen deadly sins of PM.Discuss the fourteen deadly sins of PM.Discuss the fourteen deadly sins of PM.Discuss the fourteen deadly sins of PM.Discuss the fourteen deadly sins of PM.Discuss the fourteen deadly sins of PM.


WHAT IS A PROJECT?WHAT IS A PROJECT?

��7. Redesign the new employee onboarding process.

��6. Reduce backlog of student housing complaints

��5. Implement a major upgrade to the Stout’s website.

��4. Revise the contracting and purchasing process.

��3. Develop a plan for communicating System policy changes.

��2. Organize the annual staff conference.

��1. Improve the efficiency of a specific production line.

NoYesProject

��

��


A PROJECT IS . . .A PROJECT IS . . .

Project Other Work Tasks

Temporary, short-lived Ongoing, over the long-term

Specific beginning and end No end − a repeating cycle or task

Unique output Same output

No pre-defined work assignments or

tasksPre-defined work assignments

Something new is created Something is managed or improved

Frequently requires a cross-divisional

or cross-work unit team

Typically is completed by a team within

a single work unit or division

Need to acquire resources Resources already assigned/available


A PROJECT IS . . .A PROJECT IS . . .A PROJECT IS . . .A PROJECT IS . . .A PROJECT IS . . .A PROJECT IS . . .A PROJECT IS . . .A PROJECT IS . . .

A project is a temporary A project is a temporary A project is a temporary A project is a temporary A project is a temporary A project is a temporary A project is a temporary A project is a temporary work effort with a specific work effort with a specific work effort with a specific work effort with a specific work effort with a specific work effort with a specific work effort with a specific work effort with a specific beginning and end date and beginning and end date and beginning and end date and beginning and end date and beginning and end date and beginning and end date and beginning and end date and beginning and end date and which has a unique, clearly which has a unique, clearly which has a unique, clearly which has a unique, clearly which has a unique, clearly which has a unique, clearly which has a unique, clearly which has a unique, clearly defined, and measurable defined, and measurable defined, and measurable defined, and measurable defined, and measurable defined, and measurable defined, and measurable defined, and measurable outcome.outcome.outcome.outcome.outcome.outcome.outcome.outcome.

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PROJECT MANAGEMENTPROJECT MANAGEMENTPROJECT MANAGEMENTPROJECT MANAGEMENTPROJECT MANAGEMENTPROJECT MANAGEMENTPROJECT MANAGEMENTPROJECT MANAGEMENT

Project management is a set Project management is a set Project management is a set Project management is a set Project management is a set Project management is a set Project management is a set Project management is a set

of tools, skills, techniques, of tools, skills, techniques, of tools, skills, techniques, of tools, skills, techniques, of tools, skills, techniques, of tools, skills, techniques, of tools, skills, techniques, of tools, skills, techniques,

and knowledge that enable and knowledge that enable and knowledge that enable and knowledge that enable and knowledge that enable and knowledge that enable and knowledge that enable and knowledge that enable

you to successfully complete you to successfully complete you to successfully complete you to successfully complete you to successfully complete you to successfully complete you to successfully complete you to successfully complete

a project (achieve desired a project (achieve desired a project (achieve desired a project (achieve desired a project (achieve desired a project (achieve desired a project (achieve desired a project (achieve desired

results) on time and at or results) on time and at or results) on time and at or results) on time and at or results) on time and at or results) on time and at or results) on time and at or results) on time and at or

under budget.under budget.under budget.under budget.under budget.under budget.under budget.under budget.


PROJECT MANAGEMENT IS . . .PROJECT MANAGEMENT IS . . .PROJECT MANAGEMENT IS . . .PROJECT MANAGEMENT IS . . .PROJECT MANAGEMENT IS . . .PROJECT MANAGEMENT IS . . .PROJECT MANAGEMENT IS . . .PROJECT MANAGEMENT IS . . .

1.1.1.1.1.1.1.1. A A A A A A A A roadmaproadmaproadmaproadmaproadmaproadmaproadmaproadmap for addressing critical for addressing critical for addressing critical for addressing critical for addressing critical for addressing critical for addressing critical for addressing critical questions.questions.questions.questions.questions.questions.questions.questions.

2.2.2.2.2.2.2.2. A method for A method for A method for A method for A method for A method for A method for A method for measuringmeasuringmeasuringmeasuringmeasuringmeasuringmeasuringmeasuring results.results.results.results.results.results.results.results.

3.3.3.3.3.3.3.3. Careful method for Careful method for Careful method for Careful method for Careful method for Careful method for Careful method for Careful method for solving solving solving solving solving solving solving solving problems.problems.problems.problems.problems.problems.problems.problems.

4.4.4.4.4.4.4.4. A formal mechanism for managing A formal mechanism for managing A formal mechanism for managing A formal mechanism for managing A formal mechanism for managing A formal mechanism for managing A formal mechanism for managing A formal mechanism for managing changes.changes.changes.changes.changes.changes.changes.changes.

5.5.5.5.5.5.5.5. A method for A method for A method for A method for A method for A method for A method for A method for communicatingcommunicatingcommunicatingcommunicatingcommunicatingcommunicatingcommunicatingcommunicating results.results.results.results.results.results.results.results.

6.6.6.6.6.6.6.6. A mechanism for evaluating the A mechanism for evaluating the A mechanism for evaluating the A mechanism for evaluating the A mechanism for evaluating the A mechanism for evaluating the A mechanism for evaluating the A mechanism for evaluating the process.process.process.process.process.process.process.process.

7.7.7.7.7.7.7.7. A vehicle for A vehicle for A vehicle for A vehicle for A vehicle for A vehicle for A vehicle for A vehicle for communicatingcommunicatingcommunicatingcommunicatingcommunicatingcommunicatingcommunicatingcommunicating project project project project project project project project

activities to activities to activities to activities to activities to activities to activities to activities to others.others.others.others.others.others.others.others.


PM BODY OF KNOWLEDGEPM BODY OF KNOWLEDGEPM BODY OF KNOWLEDGEPM BODY OF KNOWLEDGEPM BODY OF KNOWLEDGEPM BODY OF KNOWLEDGEPM BODY OF KNOWLEDGEPM BODY OF KNOWLEDGE

1.1.1.1.1.1.1.1. Integration Management Integration Management Integration Management Integration Management Integration Management Integration Management Integration Management Integration Management

2.2.2.2.2.2.2.2. Scope Management Scope Management Scope Management Scope Management Scope Management Scope Management Scope Management Scope Management

3.3.3.3.3.3.3.3. Time Management Time Management Time Management Time Management Time Management Time Management Time Management Time Management

4.4.4.4.4.4.4.4. Cost Management Cost Management Cost Management Cost Management Cost Management Cost Management Cost Management Cost Management

5.5.5.5.5.5.5.5. Quality Management Quality Management Quality Management Quality Management Quality Management Quality Management Quality Management Quality Management

6.6.6.6.6.6.6.6. Human Resource Management Human Resource Management Human Resource Management Human Resource Management Human Resource Management Human Resource Management Human Resource Management Human Resource Management

7.7.7.7.7.7.7.7. Communications Management Communications Management Communications Management Communications Management Communications Management Communications Management Communications Management Communications Management

8.8.8.8.8.8.8.8. Risk Management Risk Management Risk Management Risk Management Risk Management Risk Management Risk Management Risk Management

9.9.9.9.9.9.9.9. Procurement Management Procurement Management Procurement Management Procurement Management Procurement Management Procurement Management Procurement Management Procurement Management

�� Read the descriptions of the Read the descriptions of the Read the descriptions of the Read the descriptions of the Read the descriptions of the Read the descriptions of the Read the descriptions of the Read the descriptions of the

BOK components. BOK components. BOK components. BOK components. BOK components. BOK components. BOK components. BOK components.

�� What issues and questions do What issues and questions do What issues and questions do What issues and questions do What issues and questions do What issues and questions do What issues and questions do What issues and questions do

you have about any of these?you have about any of these?you have about any of these?you have about any of these?you have about any of these?you have about any of these?you have about any of these?you have about any of these?


PROJECT STAKEHOLDERS PROJECT STAKEHOLDERS PROJECT STAKEHOLDERS PROJECT STAKEHOLDERS PROJECT STAKEHOLDERS PROJECT STAKEHOLDERS PROJECT STAKEHOLDERS PROJECT STAKEHOLDERS

•• CustomerCustomerCustomerCustomerCustomerCustomerCustomerCustomer

•• End UserEnd UserEnd UserEnd UserEnd UserEnd UserEnd UserEnd User

•• Project SponsorProject SponsorProject SponsorProject SponsorProject SponsorProject SponsorProject SponsorProject Sponsor

•• Project LeaderProject LeaderProject LeaderProject LeaderProject LeaderProject LeaderProject LeaderProject Leader

•• Team Team Team Team Team Team Team Team MembersMembersMembersMembersMembersMembersMembersMembers

•• Resource Resource Resource Resource Resource Resource Resource Resource ManagersManagersManagersManagersManagersManagersManagersManagers

•• SMEsSMEsSMEsSMEsSMEsSMEsSMEsSMEs

�� Read the descriptions of the Read the descriptions of the Read the descriptions of the Read the descriptions of the Read the descriptions of the Read the descriptions of the Read the descriptions of the Read the descriptions of the

roles/responsibilities of these roles/responsibilities of these roles/responsibilities of these roles/responsibilities of these roles/responsibilities of these roles/responsibilities of these roles/responsibilities of these roles/responsibilities of these

key project stakeholders. key project stakeholders. key project stakeholders. key project stakeholders. key project stakeholders. key project stakeholders. key project stakeholders. key project stakeholders.

�� What issues and questions do What issues and questions do What issues and questions do What issues and questions do What issues and questions do What issues and questions do What issues and questions do What issues and questions do

you have about any of these you have about any of these you have about any of these you have about any of these you have about any of these you have about any of these you have about any of these you have about any of these

roles?roles?roles?roles?roles?roles?roles?roles?


YOUR TURN . . .YOUR TURN . . .YOUR TURN . . .YOUR TURN . . .YOUR TURN . . .YOUR TURN . . .YOUR TURN . . .YOUR TURN . . .

For For For For For For For For Stout’s website Stout’s website Stout’s website Stout’s website Stout’s website Stout’s website Stout’s website Stout’s website redesign project:redesign project:redesign project:redesign project:redesign project:redesign project:redesign project:redesign project:

1.1. Who Who is the is the customer?customer?

2.2. End End uuserser??

3.3. What problem is the project trying to What problem is the project trying to solve?solve?

4.4. What are this project’s desired What are this project’s desired objectives or objectives or outcomes?outcomes?


TIME FOR A TIME FOR A TIME FOR A TIME FOR A TIME FOR A TIME FOR A TIME FOR A TIME FOR A QUIZQUIZQUIZQUIZQUIZQUIZQUIZQUIZ!!!!!!!!

Discuss and define the differences between the Discuss and define the differences between the Discuss and define the differences between the Discuss and define the differences between the Discuss and define the differences between the Discuss and define the differences between the Discuss and define the differences between the Discuss and define the differences between the

Project Sponsor Project Sponsor Project Sponsor Project Sponsor Project Sponsor Project Sponsor Project Sponsor Project Sponsor and the and the and the and the and the and the and the and the Project ManagerProject ManagerProject ManagerProject ManagerProject ManagerProject ManagerProject ManagerProject Manager::::::::

•• Primary function of eachPrimary function of eachPrimary function of eachPrimary function of eachPrimary function of eachPrimary function of eachPrimary function of eachPrimary function of each

•• Authority of eachAuthority of eachAuthority of eachAuthority of eachAuthority of eachAuthority of eachAuthority of eachAuthority of each

•• Guiding the work of individual team Guiding the work of individual team Guiding the work of individual team Guiding the work of individual team Guiding the work of individual team Guiding the work of individual team Guiding the work of individual team Guiding the work of individual team

membersmembersmembersmembersmembersmembersmembersmembers

•• How both would/should work togetherHow both would/should work togetherHow both would/should work togetherHow both would/should work togetherHow both would/should work togetherHow both would/should work togetherHow both would/should work togetherHow both would/should work together

3


THE ROLES OF MANAGER AND THE TEAMTHE ROLES OF MANAGER AND THE TEAMTHE ROLES OF MANAGER AND THE TEAMTHE ROLES OF MANAGER AND THE TEAMTHE ROLES OF MANAGER AND THE TEAMTHE ROLES OF MANAGER AND THE TEAMTHE ROLES OF MANAGER AND THE TEAMTHE ROLES OF MANAGER AND THE TEAM

Read the detailed role descriptions of these two Read the detailed role descriptions of these two Read the detailed role descriptions of these two Read the detailed role descriptions of these two Read the detailed role descriptions of these two Read the detailed role descriptions of these two Read the detailed role descriptions of these two Read the detailed role descriptions of these two

roles.roles.roles.roles.roles.roles.roles.roles.

•• How would you summarize the core role and How would you summarize the core role and How would you summarize the core role and How would you summarize the core role and How would you summarize the core role and How would you summarize the core role and How would you summarize the core role and How would you summarize the core role and

function of the function of the function of the function of the function of the function of the function of the function of the project leader project leader project leader project leader project leader project leader project leader project leader (manager)?(manager)?(manager)?(manager)?(manager)?(manager)?(manager)?(manager)?

•• How would you summarize the core role and How would you summarize the core role and How would you summarize the core role and How would you summarize the core role and How would you summarize the core role and How would you summarize the core role and How would you summarize the core role and How would you summarize the core role and

function of the function of the function of the function of the function of the function of the function of the function of the team memberteam memberteam memberteam memberteam memberteam memberteam memberteam member????????

•• What What What What What What What What flashpointsflashpointsflashpointsflashpointsflashpointsflashpointsflashpointsflashpoints or tensions might occur in the or tensions might occur in the or tensions might occur in the or tensions might occur in the or tensions might occur in the or tensions might occur in the or tensions might occur in the or tensions might occur in the

relationships between the manager and relationships between the manager and relationships between the manager and relationships between the manager and relationships between the manager and relationships between the manager and relationships between the manager and relationships between the manager and

individual team members?individual team members?individual team members?individual team members?individual team members?individual team members?individual team members?individual team members?

ROLES AND THE PROJECT LIFEROLES AND THE PROJECT LIFEROLES AND THE PROJECT LIFEROLES AND THE PROJECT LIFEROLES AND THE PROJECT LIFEROLES AND THE PROJECT LIFEROLES AND THE PROJECT LIFEROLES AND THE PROJECT LIFE--------CYCLECYCLECYCLECYCLECYCLECYCLECYCLECYCLE

Activity Level & Resources Required

Time

Phase IDefine Project

Phase IIPlan

Development

Phase IIIProject

Implementation

Phase IVProject Closure

Sponsor's Level of Involvement

Project

Manager

Project

Manager

ProjectManager Project

Manager

Team

Members

Team Members

Team Members


THE PROJECT MANAGEMENT PHASESTHE PROJECT MANAGEMENT PHASESTHE PROJECT MANAGEMENT PHASESTHE PROJECT MANAGEMENT PHASESTHE PROJECT MANAGEMENT PHASESTHE PROJECT MANAGEMENT PHASESTHE PROJECT MANAGEMENT PHASESTHE PROJECT MANAGEMENT PHASES

•• Phase 0 Phase 0 Phase 0 Phase 0 Phase 0 Phase 0 Phase 0 Phase 0 –––––––– Project ProposalProject ProposalProject ProposalProject ProposalProject ProposalProject ProposalProject ProposalProject Proposal

•• Phase I Phase I Phase I Phase I Phase I Phase I Phase I Phase I –––––––– Define the ProjectDefine the ProjectDefine the ProjectDefine the ProjectDefine the ProjectDefine the ProjectDefine the ProjectDefine the Project

•• Phase II Phase II Phase II Phase II Phase II Phase II Phase II Phase II –––––––– Develop the Project PlanDevelop the Project PlanDevelop the Project PlanDevelop the Project PlanDevelop the Project PlanDevelop the Project PlanDevelop the Project PlanDevelop the Project Plan

•• Phase III Phase III Phase III Phase III Phase III Phase III Phase III Phase III –––––––– Implement the ProjectImplement the ProjectImplement the ProjectImplement the ProjectImplement the ProjectImplement the ProjectImplement the ProjectImplement the Project

•• Phase IV Phase IV Phase IV Phase IV Phase IV Phase IV Phase IV Phase IV –––––––– Project CloseoutProject CloseoutProject CloseoutProject CloseoutProject CloseoutProject CloseoutProject CloseoutProject Closeout

It’s not enough to be industrious; It’s not enough to be industrious; It’s not enough to be industrious; It’s not enough to be industrious; It’s not enough to be industrious; It’s not enough to be industrious; It’s not enough to be industrious; It’s not enough to be industrious; so are the ants. What are you so are the ants. What are you so are the ants. What are you so are the ants. What are you so are the ants. What are you so are the ants. What are you so are the ants. What are you so are the ants. What are you industrious about?industrious about?industrious about?industrious about?industrious about?industrious about?industrious about?industrious about?

––Henry David ThoreauHenry David ThoreauHenry David ThoreauHenry David ThoreauHenry David ThoreauHenry David ThoreauHenry David ThoreauHenry David Thoreau

© 2008, Photograph by Jeff Russell


PHASE I PHASE I PHASE I PHASE I PHASE I PHASE I PHASE I PHASE I ———————— DEFINE CONCEPT DEFINE CONCEPT DEFINE CONCEPT DEFINE CONCEPT DEFINE CONCEPT DEFINE CONCEPT DEFINE CONCEPT DEFINE CONCEPT

�� Describe the problem, challenge, or issueDescribe the problem, challenge, or issueDescribe the problem, challenge, or issueDescribe the problem, challenge, or issueDescribe the problem, challenge, or issueDescribe the problem, challenge, or issueDescribe the problem, challenge, or issueDescribe the problem, challenge, or issue

�� Gather customer expectations for the project Gather customer expectations for the project Gather customer expectations for the project Gather customer expectations for the project Gather customer expectations for the project Gather customer expectations for the project Gather customer expectations for the project Gather customer expectations for the project

�� Define the scopeDefine the scopeDefine the scopeDefine the scopeDefine the scopeDefine the scopeDefine the scopeDefine the scope

�� Define desired outcomesDefine desired outcomesDefine desired outcomesDefine desired outcomesDefine desired outcomesDefine desired outcomesDefine desired outcomesDefine desired outcomes

�� Define project parametersDefine project parametersDefine project parametersDefine project parametersDefine project parametersDefine project parametersDefine project parametersDefine project parameters

�� Define resource requirementsDefine resource requirementsDefine resource requirementsDefine resource requirementsDefine resource requirementsDefine resource requirementsDefine resource requirementsDefine resource requirements

�� Select initial project Select initial project Select initial project Select initial project Select initial project Select initial project Select initial project Select initial project membersmembersmembersmembersmembersmembersmembersmembers

�� Key Key Key Key Key Key Key Key Output for Approval: Output for Approval: Output for Approval: Output for Approval: Output for Approval: Output for Approval: Output for Approval: Output for Approval: Project Project Project Project Project Project Project Project CharterCharterCharterCharterCharterCharterCharterCharter


DESCRIBE THE PROBLEMDESCRIBE THE PROBLEMDESCRIBE THE PROBLEMDESCRIBE THE PROBLEMDESCRIBE THE PROBLEMDESCRIBE THE PROBLEMDESCRIBE THE PROBLEMDESCRIBE THE PROBLEM

•• Takes the original project “proposal” and Takes the original project “proposal” and Takes the original project “proposal” and Takes the original project “proposal” and Takes the original project “proposal” and Takes the original project “proposal” and Takes the original project “proposal” and Takes the original project “proposal” and

defines it more precisely.defines it more precisely.defines it more precisely.defines it more precisely.defines it more precisely.defines it more precisely.defines it more precisely.defines it more precisely.

�� What is the problem the project is trying to solve?What is the problem the project is trying to solve?What is the problem the project is trying to solve?What is the problem the project is trying to solve?What is the problem the project is trying to solve?What is the problem the project is trying to solve?What is the problem the project is trying to solve?What is the problem the project is trying to solve?

�� What does the business unit project sponsor What does the business unit project sponsor What does the business unit project sponsor What does the business unit project sponsor What does the business unit project sponsor What does the business unit project sponsor What does the business unit project sponsor What does the business unit project sponsor

envision as a desired outcome?envision as a desired outcome?envision as a desired outcome?envision as a desired outcome?envision as a desired outcome?envision as a desired outcome?envision as a desired outcome?envision as a desired outcome?

�� Who are the key stakeholders who are driving this Who are the key stakeholders who are driving this Who are the key stakeholders who are driving this Who are the key stakeholders who are driving this Who are the key stakeholders who are driving this Who are the key stakeholders who are driving this Who are the key stakeholders who are driving this Who are the key stakeholders who are driving this

project?project?project?project?project?project?project?project?

�� How will the customer/end user benefit from this How will the customer/end user benefit from this How will the customer/end user benefit from this How will the customer/end user benefit from this How will the customer/end user benefit from this How will the customer/end user benefit from this How will the customer/end user benefit from this How will the customer/end user benefit from this

project?project?project?project?project?project?project?project?

4

If you don’t know where If you don’t know where you’re going . . .you’re going . . .

Any road will get you there.Any road will get you there.



GATHERING CUSTOMER EXPECTATIONSGATHERING CUSTOMER EXPECTATIONSGATHERING CUSTOMER EXPECTATIONSGATHERING CUSTOMER EXPECTATIONSGATHERING CUSTOMER EXPECTATIONSGATHERING CUSTOMER EXPECTATIONSGATHERING CUSTOMER EXPECTATIONSGATHERING CUSTOMER EXPECTATIONS

•• FunctionsFunctionsFunctionsFunctionsFunctionsFunctionsFunctionsFunctions –––––––– what the final what the final what the final what the final what the final what the final what the final what the final

project deliverable should project deliverable should project deliverable should project deliverable should project deliverable should project deliverable should project deliverable should project deliverable should

be able to dobe able to dobe able to dobe able to dobe able to dobe able to dobe able to dobe able to do

•• FeaturesFeaturesFeaturesFeaturesFeaturesFeaturesFeaturesFeatures –––––––– a physical a physical a physical a physical a physical a physical a physical a physical

characteristic of the final characteristic of the final characteristic of the final characteristic of the final characteristic of the final characteristic of the final characteristic of the final characteristic of the final

deliverable.deliverable.deliverable.deliverable.deliverable.deliverable.deliverable.deliverable.


“YOU CAN’T ALWAYS GET WHAT YOU WANT!”“YOU CAN’T ALWAYS GET WHAT YOU WANT!”“YOU CAN’T ALWAYS GET WHAT YOU WANT!”“YOU CAN’T ALWAYS GET WHAT YOU WANT!”“YOU CAN’T ALWAYS GET WHAT YOU WANT!”“YOU CAN’T ALWAYS GET WHAT YOU WANT!”“YOU CAN’T ALWAYS GET WHAT YOU WANT!”“YOU CAN’T ALWAYS GET WHAT YOU WANT!”

What a customer “wants” is not necessarily what What a customer “wants” is not necessarily what What a customer “wants” is not necessarily what What a customer “wants” is not necessarily what What a customer “wants” is not necessarily what What a customer “wants” is not necessarily what What a customer “wants” is not necessarily what What a customer “wants” is not necessarily what

the customer “needs!”the customer “needs!”the customer “needs!”the customer “needs!”the customer “needs!”the customer “needs!”the customer “needs!”the customer “needs!”

•• What is a “want?”What is a “want?”What is a “want?”What is a “want?”What is a “want?”What is a “want?”What is a “want?”What is a “want?”

•• What is a “need?”What is a “need?”What is a “need?”What is a “need?”What is a “need?”What is a “need?”What is a “need?”What is a “need?”

•• Why does it matter?Why does it matter?Why does it matter?Why does it matter?Why does it matter?Why does it matter?Why does it matter?Why does it matter?

•• How might a PM sort these wants and needs How might a PM sort these wants and needs How might a PM sort these wants and needs How might a PM sort these wants and needs How might a PM sort these wants and needs How might a PM sort these wants and needs How might a PM sort these wants and needs How might a PM sort these wants and needs

out?out?out?out?out?out?out?out?


DETERMINING PROJECT PRIORITIESDETERMINING PROJECT PRIORITIESDETERMINING PROJECT PRIORITIESDETERMINING PROJECT PRIORITIESDETERMINING PROJECT PRIORITIESDETERMINING PROJECT PRIORITIESDETERMINING PROJECT PRIORITIESDETERMINING PROJECT PRIORITIES

The “triple constraints” on The “triple constraints” on The “triple constraints” on The “triple constraints” on The “triple constraints” on The “triple constraints” on The “triple constraints” on The “triple constraints” on

a project: a project: a project: a project: a project: a project: a project: a project: costcostcostcostcostcostcostcost, , , , , , , , scheduleschedulescheduleschedulescheduleschedulescheduleschedule, , , , , , , ,

and and and and and and and and scopescopescopescopescopescopescopescope

Cost

Schedule

Scope

THE TRIPLE CONSTRAINTS!THE TRIPLE CONSTRAINTS!THE TRIPLE CONSTRAINTS!THE TRIPLE CONSTRAINTS!THE TRIPLE CONSTRAINTS!THE TRIPLE CONSTRAINTS!THE TRIPLE CONSTRAINTS!THE TRIPLE CONSTRAINTS!

Schedule

Scope

Cost

Schedule

Scope

Cost

Enlarging the Scope Larger ScopeGreater Cost

Expanded Sch

edule

Why do we need the customer to tell us which is most important?


IDENTIFY PROJECT TEAM MEMBERSIDENTIFY PROJECT TEAM MEMBERSIDENTIFY PROJECT TEAM MEMBERSIDENTIFY PROJECT TEAM MEMBERSIDENTIFY PROJECT TEAM MEMBERSIDENTIFY PROJECT TEAM MEMBERSIDENTIFY PROJECT TEAM MEMBERSIDENTIFY PROJECT TEAM MEMBERS

•• Identifies skills/knowledge required to Identifies skills/knowledge required to Identifies skills/knowledge required to Identifies skills/knowledge required to Identifies skills/knowledge required to Identifies skills/knowledge required to Identifies skills/knowledge required to Identifies skills/knowledge required to

move the project forwardmove the project forwardmove the project forwardmove the project forwardmove the project forwardmove the project forwardmove the project forwardmove the project forward

•• Identifies the resource Identifies the resource Identifies the resource Identifies the resource Identifies the resource Identifies the resource Identifies the resource Identifies the resource areaareaareaareaareaareaareaarea from from from from from from from from

whence these skills/knowledge will be whence these skills/knowledge will be whence these skills/knowledge will be whence these skills/knowledge will be whence these skills/knowledge will be whence these skills/knowledge will be whence these skills/knowledge will be whence these skills/knowledge will be

obtainedobtainedobtainedobtainedobtainedobtainedobtainedobtained

•• Estimates % time required for the Estimates % time required for the Estimates % time required for the Estimates % time required for the Estimates % time required for the Estimates % time required for the Estimates % time required for the Estimates % time required for the

projectprojectprojectprojectprojectprojectprojectproject

5

I have yet to see any problem, however I have yet to see any problem, however I have yet to see any problem, however I have yet to see any problem, however I have yet to see any problem, however I have yet to see any problem, however I have yet to see any problem, however I have yet to see any problem, however complicated, which, when you looked at it in the complicated, which, when you looked at it in the complicated, which, when you looked at it in the complicated, which, when you looked at it in the complicated, which, when you looked at it in the complicated, which, when you looked at it in the complicated, which, when you looked at it in the complicated, which, when you looked at it in the right way, did not become still more complicated.right way, did not become still more complicated.right way, did not become still more complicated.right way, did not become still more complicated.right way, did not become still more complicated.right way, did not become still more complicated.right way, did not become still more complicated.right way, did not become still more complicated.

———————— PoulPoulPoulPoulPoulPoulPoulPoul AndersonAndersonAndersonAndersonAndersonAndersonAndersonAndersonScience Science Science Science Science Science Science Science Fiction writerFiction writerFiction writerFiction writerFiction writerFiction writerFiction writerFiction writer



PHASE II PHASE II PHASE II PHASE II PHASE II PHASE II PHASE II PHASE II ———————— DEVELOP THE PLAN DEVELOP THE PLAN DEVELOP THE PLAN DEVELOP THE PLAN DEVELOP THE PLAN DEVELOP THE PLAN DEVELOP THE PLAN DEVELOP THE PLAN

•• Finalize the charterFinalize the charterFinalize the charterFinalize the charterFinalize the charterFinalize the charterFinalize the charterFinalize the charter

•• Finalize team membership, leadership, & structureFinalize team membership, leadership, & structureFinalize team membership, leadership, & structureFinalize team membership, leadership, & structureFinalize team membership, leadership, & structureFinalize team membership, leadership, & structureFinalize team membership, leadership, & structureFinalize team membership, leadership, & structure

•• Verify customer need & requirementsVerify customer need & requirementsVerify customer need & requirementsVerify customer need & requirementsVerify customer need & requirementsVerify customer need & requirementsVerify customer need & requirementsVerify customer need & requirements

•• Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)

•• Assess potential risksAssess potential risksAssess potential risksAssess potential risksAssess potential risksAssess potential risksAssess potential risksAssess potential risks

•• Identify key milestones and task durationsIdentify key milestones and task durationsIdentify key milestones and task durationsIdentify key milestones and task durationsIdentify key milestones and task durationsIdentify key milestones and task durationsIdentify key milestones and task durationsIdentify key milestones and task durations

•• Develop network diagramDevelop network diagramDevelop network diagramDevelop network diagramDevelop network diagramDevelop network diagramDevelop network diagramDevelop network diagram

•• Identify required resourcesIdentify required resourcesIdentify required resourcesIdentify required resourcesIdentify required resourcesIdentify required resourcesIdentify required resourcesIdentify required resources

•• Estimate costsEstimate costsEstimate costsEstimate costsEstimate costsEstimate costsEstimate costsEstimate costs

•• Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Project PlanProject PlanProject PlanProject PlanProject PlanProject PlanProject PlanProject Plan


VERIFYING CUSTOMER NEEDS AND VERIFYING CUSTOMER NEEDS AND VERIFYING CUSTOMER NEEDS AND VERIFYING CUSTOMER NEEDS AND VERIFYING CUSTOMER NEEDS AND VERIFYING CUSTOMER NEEDS AND VERIFYING CUSTOMER NEEDS AND VERIFYING CUSTOMER NEEDS AND

REQUIREMENTS . . .REQUIREMENTS . . .REQUIREMENTS . . .REQUIREMENTS . . .REQUIREMENTS . . .REQUIREMENTS . . .REQUIREMENTS . . .REQUIREMENTS . . .

Before moving ahead with the project, the project team Before moving ahead with the project, the project team Before moving ahead with the project, the project team Before moving ahead with the project, the project team Before moving ahead with the project, the project team Before moving ahead with the project, the project team Before moving ahead with the project, the project team Before moving ahead with the project, the project team

must spend time at the beginning of Phase II verifying:must spend time at the beginning of Phase II verifying:must spend time at the beginning of Phase II verifying:must spend time at the beginning of Phase II verifying:must spend time at the beginning of Phase II verifying:must spend time at the beginning of Phase II verifying:must spend time at the beginning of Phase II verifying:must spend time at the beginning of Phase II verifying:

�� Customer Customer Customer Customer Customer Customer Customer Customer NeedsNeedsNeedsNeedsNeedsNeedsNeedsNeeds ———————— Affirm the need and Affirm the need and Affirm the need and Affirm the need and Affirm the need and Affirm the need and Affirm the need and Affirm the need and the the the the the the the the root causesroot causesroot causesroot causesroot causesroot causesroot causesroot causes

behind the driving behind the driving behind the driving behind the driving behind the driving behind the driving behind the driving behind the driving problem/challenge.problem/challenge.problem/challenge.problem/challenge.problem/challenge.problem/challenge.problem/challenge.problem/challenge.

�� Final Final Final Final Final Final Final Final Deliverable Deliverable Deliverable Deliverable Deliverable Deliverable Deliverable Deliverable ———————— Affirm/refine the final deliverable and Affirm/refine the final deliverable and Affirm/refine the final deliverable and Affirm/refine the final deliverable and Affirm/refine the final deliverable and Affirm/refine the final deliverable and Affirm/refine the final deliverable and Affirm/refine the final deliverable and

identify how identify how identify how identify how identify how identify how identify how identify how project success will be project success will be project success will be project success will be project success will be project success will be project success will be project success will be measured.measured.measured.measured.measured.measured.measured.measured.

�� Customer Customer Customer Customer Customer Customer Customer Customer Requirements Requirements Requirements Requirements Requirements Requirements Requirements Requirements ———————— Affirm/finalize Affirm/finalize Affirm/finalize Affirm/finalize Affirm/finalize Affirm/finalize Affirm/finalize Affirm/finalize the the the the the the the the functionsfunctionsfunctionsfunctionsfunctionsfunctionsfunctionsfunctions and and and and and and and and

featuresfeaturesfeaturesfeaturesfeaturesfeaturesfeaturesfeatures and the and the and the and the and the and the and the and the importanceimportanceimportanceimportanceimportanceimportanceimportanceimportance of each in the final project of each in the final project of each in the final project of each in the final project of each in the final project of each in the final project of each in the final project of each in the final project

deliverabledeliverabledeliverabledeliverabledeliverabledeliverabledeliverabledeliverable


PRIORITIZING FUNCTIONS/FEATURESPRIORITIZING FUNCTIONS/FEATURESPRIORITIZING FUNCTIONS/FEATURESPRIORITIZING FUNCTIONS/FEATURESPRIORITIZING FUNCTIONS/FEATURESPRIORITIZING FUNCTIONS/FEATURESPRIORITIZING FUNCTIONS/FEATURESPRIORITIZING FUNCTIONS/FEATURES

Sort your “Functions Sort your “Functions Sort your “Functions Sort your “Functions Sort your “Functions Sort your “Functions Sort your “Functions Sort your “Functions and and and and and and and and Features” into three Features” into three Features” into three Features” into three Features” into three Features” into three Features” into three Features” into three

groupings:groupings:groupings:groupings:groupings:groupings:groupings:groupings:

�� Must haveMust haveMust haveMust haveMust haveMust haveMust haveMust have

�� Highly desirableHighly desirableHighly desirableHighly desirableHighly desirableHighly desirableHighly desirableHighly desirable

�� Nice to haveNice to haveNice to haveNice to haveNice to haveNice to haveNice to haveNice to have

Must Have

Highly Desirable

Nice to Have


EXPLORING SYSTEM IMPLICATIONSEXPLORING SYSTEM IMPLICATIONSEXPLORING SYSTEM IMPLICATIONSEXPLORING SYSTEM IMPLICATIONSEXPLORING SYSTEM IMPLICATIONSEXPLORING SYSTEM IMPLICATIONSEXPLORING SYSTEM IMPLICATIONSEXPLORING SYSTEM IMPLICATIONS

•• HRHRHRHRHRHRHRHR

•• Training and developmentTraining and developmentTraining and developmentTraining and developmentTraining and developmentTraining and developmentTraining and developmentTraining and development

•• IT infrastructureIT infrastructureIT infrastructureIT infrastructureIT infrastructureIT infrastructureIT infrastructureIT infrastructure

•• Core mission/visionCore mission/visionCore mission/visionCore mission/visionCore mission/visionCore mission/visionCore mission/visionCore mission/vision

•• Other?Other?Other?Other?Other?Other?Other?Other?

What are the What are the What are the What are the What are the What are the What are the What are the consequencesconsequencesconsequencesconsequencesconsequencesconsequencesconsequencesconsequences if a project team fails if a project team fails if a project team fails if a project team fails if a project team fails if a project team fails if a project team fails if a project team fails

to anticipate and prepare the customer/end user to anticipate and prepare the customer/end user to anticipate and prepare the customer/end user to anticipate and prepare the customer/end user to anticipate and prepare the customer/end user to anticipate and prepare the customer/end user to anticipate and prepare the customer/end user to anticipate and prepare the customer/end user

or overall campus for these system implications?or overall campus for these system implications?or overall campus for these system implications?or overall campus for these system implications?or overall campus for these system implications?or overall campus for these system implications?or overall campus for these system implications?or overall campus for these system implications?


WBS: OUTLINE METHOD EXAMPLEWBS: OUTLINE METHOD EXAMPLEWBS: OUTLINE METHOD EXAMPLEWBS: OUTLINE METHOD EXAMPLEWBS: OUTLINE METHOD EXAMPLEWBS: OUTLINE METHOD EXAMPLEWBS: OUTLINE METHOD EXAMPLEWBS: OUTLINE METHOD EXAMPLE

Delivering Delivering Delivering Delivering Delivering Delivering Delivering Delivering PM Skill Training PM Skill Training PM Skill Training PM Skill Training PM Skill Training PM Skill Training PM Skill Training PM Skill Training for for for for for for for for Business LeadersBusiness LeadersBusiness LeadersBusiness LeadersBusiness LeadersBusiness LeadersBusiness LeadersBusiness Leaders

1.1.1.1.1.1.1.1. Define customer needs Define customer needs Define customer needs Define customer needs Define customer needs Define customer needs Define customer needs Define customer needs (project management staff)(project management staff)(project management staff)(project management staff)(project management staff)(project management staff)(project management staff)(project management staff)

1.11.11.11.11.11.11.11.1 Meet with customerMeet with customerMeet with customerMeet with customerMeet with customerMeet with customerMeet with customerMeet with customer

1.21.21.21.21.21.21.21.2 Draft course objectivesDraft course objectivesDraft course objectivesDraft course objectivesDraft course objectivesDraft course objectivesDraft course objectivesDraft course objectives

1.31.31.31.31.31.31.31.3 Share draft objectivesShare draft objectivesShare draft objectivesShare draft objectivesShare draft objectivesShare draft objectivesShare draft objectivesShare draft objectives

1.41.41.41.41.41.41.41.4 Revise/finalize course objectivesRevise/finalize course objectivesRevise/finalize course objectivesRevise/finalize course objectivesRevise/finalize course objectivesRevise/finalize course objectivesRevise/finalize course objectivesRevise/finalize course objectives

2.2.2.2.2.2.2.2. Develop PM Develop PM Develop PM Develop PM Develop PM Develop PM Develop PM Develop PM skill training skill training skill training skill training skill training skill training skill training skill training cost proposalcost proposalcost proposalcost proposalcost proposalcost proposalcost proposalcost proposal

3.3.3.3.3.3.3.3. Design programDesign programDesign programDesign programDesign programDesign programDesign programDesign program

4.4.4.4.4.4.4.4. Develop class materialsDevelop class materialsDevelop class materialsDevelop class materialsDevelop class materialsDevelop class materialsDevelop class materialsDevelop class materials

5.5.5.5.5.5.5.5. Pilot test the Pilot test the Pilot test the Pilot test the Pilot test the Pilot test the Pilot test the Pilot test the program program program program program program program program

6.6.6.6.6.6.6.6. Integrate improvements/changes into the programIntegrate improvements/changes into the programIntegrate improvements/changes into the programIntegrate improvements/changes into the programIntegrate improvements/changes into the programIntegrate improvements/changes into the programIntegrate improvements/changes into the programIntegrate improvements/changes into the program

6

WBS: TREE DIAGRAM EXAMPLEWBS: TREE DIAGRAM EXAMPLEWBS: TREE DIAGRAM EXAMPLEWBS: TREE DIAGRAM EXAMPLEWBS: TREE DIAGRAM EXAMPLEWBS: TREE DIAGRAM EXAMPLEWBS: TREE DIAGRAM EXAMPLEWBS: TREE DIAGRAM EXAMPLE

Redesign &

Operationalize JCW Interface for DWD

Customers

Train Job Center staff in

the new interface

Acquire new workstations

Identify end user needs and

requirements

Develop specifications for

JCW employer job postings

Pilot test JCW interface and

make revisions

Programming of new

interface

Develop survey of users

Conduct user focus groups

Review draft end user needs

with Job Center staff

Develop draft statement of end user needs/requirements

Finalize definition of end user needs/requirements

Identify objectives

Invitations to participants

Design FG questions

Pull sample of JobNet users

Arrange for snacks

Conduct focus groups

Identify FG sites

Hire a facilitator

Facilitator prepares report

Facilitator presents report

Project Title Subsystems Tasks Subtasks


PHASE II PHASE II PHASE II PHASE II PHASE II PHASE II PHASE II PHASE II ———————— DEVELOP THE PLAN DEVELOP THE PLAN DEVELOP THE PLAN DEVELOP THE PLAN DEVELOP THE PLAN DEVELOP THE PLAN DEVELOP THE PLAN DEVELOP THE PLAN

�� Finalize the charterFinalize the charterFinalize the charterFinalize the charterFinalize the charterFinalize the charterFinalize the charterFinalize the charter

�� Finalize team membership, leadership, & structureFinalize team membership, leadership, & structureFinalize team membership, leadership, & structureFinalize team membership, leadership, & structureFinalize team membership, leadership, & structureFinalize team membership, leadership, & structureFinalize team membership, leadership, & structureFinalize team membership, leadership, & structure

�� Verify customer need & requirementsVerify customer need & requirementsVerify customer need & requirementsVerify customer need & requirementsVerify customer need & requirementsVerify customer need & requirementsVerify customer need & requirementsVerify customer need & requirements

�� Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)Develop Work Breakdown Structure (WBS)

�� Assess potential risksAssess potential risksAssess potential risksAssess potential risksAssess potential risksAssess potential risksAssess potential risksAssess potential risks

�� Identify key milestones and task durationsIdentify key milestones and task durationsIdentify key milestones and task durationsIdentify key milestones and task durationsIdentify key milestones and task durationsIdentify key milestones and task durationsIdentify key milestones and task durationsIdentify key milestones and task durations

�� Develop network diagramDevelop network diagramDevelop network diagramDevelop network diagramDevelop network diagramDevelop network diagramDevelop network diagramDevelop network diagram

�� Identify required resourcesIdentify required resourcesIdentify required resourcesIdentify required resourcesIdentify required resourcesIdentify required resourcesIdentify required resourcesIdentify required resources

�� Estimate costsEstimate costsEstimate costsEstimate costsEstimate costsEstimate costsEstimate costsEstimate costs

�� Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Project PlanProject PlanProject PlanProject PlanProject PlanProject PlanProject PlanProject Plan

PROJECT RISK PROJECT RISK PROJECT RISK PROJECT RISK PROJECT RISK PROJECT RISK PROJECT RISK PROJECT RISK

ASSESSMENTASSESSMENTASSESSMENTASSESSMENTASSESSMENTASSESSMENTASSESSMENTASSESSMENT

Probability Impact

Low

Low

High

High

Severity Impact

Low Risks

Medium Risks

High Risks

adapted from Getting Started in Project Management, Martin & Tate,

John Wiley & Sons, 2001

1 2 3 4 5 6

1 2 3 4 5 6

Watch List

Medium

Medium


PHASE III PHASE III PHASE III PHASE III PHASE III PHASE III PHASE III PHASE III ———————— IMPLEMENTATIONIMPLEMENTATIONIMPLEMENTATIONIMPLEMENTATIONIMPLEMENTATIONIMPLEMENTATIONIMPLEMENTATIONIMPLEMENTATION

•• Develop the communication Develop the communication Develop the communication Develop the communication Develop the communication Develop the communication Develop the communication Develop the communication planplanplanplanplanplanplanplan

•• Begin plan implementationBegin plan implementationBegin plan implementationBegin plan implementationBegin plan implementationBegin plan implementationBegin plan implementationBegin plan implementation

•• Monitor/evaluate performanceMonitor/evaluate performanceMonitor/evaluate performanceMonitor/evaluate performanceMonitor/evaluate performanceMonitor/evaluate performanceMonitor/evaluate performanceMonitor/evaluate performance

•• Manage changes to the projectManage changes to the projectManage changes to the projectManage changes to the projectManage changes to the projectManage changes to the projectManage changes to the projectManage changes to the project

•• Take corrective actionTake corrective actionTake corrective actionTake corrective actionTake corrective actionTake corrective actionTake corrective actionTake corrective action

•• Report progress to key stakeholdersReport progress to key stakeholdersReport progress to key stakeholdersReport progress to key stakeholdersReport progress to key stakeholdersReport progress to key stakeholdersReport progress to key stakeholdersReport progress to key stakeholders

•• Key Outputs for Approval: Key Outputs for Approval: Key Outputs for Approval: Key Outputs for Approval: Key Outputs for Approval: Key Outputs for Approval: Key Outputs for Approval: Key Outputs for Approval: Change Change Change Change Change Change Change Change Requests & DeliverablesRequests & DeliverablesRequests & DeliverablesRequests & DeliverablesRequests & DeliverablesRequests & DeliverablesRequests & DeliverablesRequests & Deliverables


THE COMMUNICATION PLAN . . . THE COMMUNICATION PLAN . . . THE COMMUNICATION PLAN . . . THE COMMUNICATION PLAN . . . THE COMMUNICATION PLAN . . . THE COMMUNICATION PLAN . . . THE COMMUNICATION PLAN . . . THE COMMUNICATION PLAN . . .

•• Who will be in charge of the project Who will be in charge of the project Who will be in charge of the project Who will be in charge of the project Who will be in charge of the project Who will be in charge of the project Who will be in charge of the project Who will be in charge of the project −−−−−−−− and who to contact if and who to contact if and who to contact if and who to contact if and who to contact if and who to contact if and who to contact if and who to contact if they have questions?they have questions?they have questions?they have questions?they have questions?they have questions?they have questions?they have questions?

•• What is your plan of action?What is your plan of action?What is your plan of action?What is your plan of action?What is your plan of action?What is your plan of action?What is your plan of action?What is your plan of action?

•• What can they expect from the project?What can they expect from the project?What can they expect from the project?What can they expect from the project?What can they expect from the project?What can they expect from the project?What can they expect from the project?What can they expect from the project?

•• Why is this project a priority?Why is this project a priority?Why is this project a priority?Why is this project a priority?Why is this project a priority?Why is this project a priority?Why is this project a priority?Why is this project a priority?

•• When will you be involving them (if at all)?When will you be involving them (if at all)?When will you be involving them (if at all)?When will you be involving them (if at all)?When will you be involving them (if at all)?When will you be involving them (if at all)?When will you be involving them (if at all)?When will you be involving them (if at all)?

•• When can they expect to see interim and final results?When can they expect to see interim and final results?When can they expect to see interim and final results?When can they expect to see interim and final results?When can they expect to see interim and final results?When can they expect to see interim and final results?When can they expect to see interim and final results?When can they expect to see interim and final results?

•• Where can they go for more information (e.g., website, Where can they go for more information (e.g., website, Where can they go for more information (e.g., website, Where can they go for more information (e.g., website, Where can they go for more information (e.g., website, Where can they go for more information (e.g., website, Where can they go for more information (e.g., website, Where can they go for more information (e.g., website, contact person, etc.)?contact person, etc.)?contact person, etc.)?contact person, etc.)?contact person, etc.)?contact person, etc.)?contact person, etc.)?contact person, etc.)?

•• How much will this cost them (or the University)?How much will this cost them (or the University)?How much will this cost them (or the University)?How much will this cost them (or the University)?How much will this cost them (or the University)?How much will this cost them (or the University)?How much will this cost them (or the University)?How much will this cost them (or the University)?

•• What is the status of the project at any given point?What is the status of the project at any given point?What is the status of the project at any given point?What is the status of the project at any given point?What is the status of the project at any given point?What is the status of the project at any given point?What is the status of the project at any given point?What is the status of the project at any given point?

•• What the is team doing to make What the is team doing to make What the is team doing to make What the is team doing to make What the is team doing to make What the is team doing to make What the is team doing to make What the is team doing to make adjustments/improvements to the project?adjustments/improvements to the project?adjustments/improvements to the project?adjustments/improvements to the project?adjustments/improvements to the project?adjustments/improvements to the project?adjustments/improvements to the project?adjustments/improvements to the project?


EVALUATING THE TEAM’S PROGRESSEVALUATING THE TEAM’S PROGRESSEVALUATING THE TEAM’S PROGRESSEVALUATING THE TEAM’S PROGRESSEVALUATING THE TEAM’S PROGRESSEVALUATING THE TEAM’S PROGRESSEVALUATING THE TEAM’S PROGRESSEVALUATING THE TEAM’S PROGRESS

•• What will the PM and team be tracking?What will the PM and team be tracking?What will the PM and team be tracking?What will the PM and team be tracking?What will the PM and team be tracking?What will the PM and team be tracking?What will the PM and team be tracking?What will the PM and team be tracking?

•• How will the PM and team know that the How will the PM and team know that the How will the PM and team know that the How will the PM and team know that the How will the PM and team know that the How will the PM and team know that the How will the PM and team know that the How will the PM and team know that the

project is on target or not?project is on target or not?project is on target or not?project is on target or not?project is on target or not?project is on target or not?project is on target or not?project is on target or not?

•• What will the PM and team do to monitor the What will the PM and team do to monitor the What will the PM and team do to monitor the What will the PM and team do to monitor the What will the PM and team do to monitor the What will the PM and team do to monitor the What will the PM and team do to monitor the What will the PM and team do to monitor the

project’s success?project’s success?project’s success?project’s success?project’s success?project’s success?project’s success?project’s success?

7

MONITORING THE PROJECTMONITORING THE PROJECTMONITORING THE PROJECTMONITORING THE PROJECTMONITORING THE PROJECTMONITORING THE PROJECTMONITORING THE PROJECTMONITORING THE PROJECT

Schedule

Scope

Cost

MONITORING PROJECT ACTIVITIESMONITORING PROJECT ACTIVITIESMONITORING PROJECT ACTIVITIESMONITORING PROJECT ACTIVITIESMONITORING PROJECT ACTIVITIESMONITORING PROJECT ACTIVITIESMONITORING PROJECT ACTIVITIESMONITORING PROJECT ACTIVITIES

1.1. Scanning the Scanning the environmentenvironment

2.2. Managing changesManaging changes

3.3. Tracking changesTracking changes

4.4. Communicating with the Communicating with the customer and key customer and key stakeholders (receiving stakeholders (receiving feedback from)feedback from)


PHASE III PHASE III PHASE III PHASE III PHASE III PHASE III PHASE III PHASE III ———————— IMPLEMENTATIONIMPLEMENTATIONIMPLEMENTATIONIMPLEMENTATIONIMPLEMENTATIONIMPLEMENTATIONIMPLEMENTATIONIMPLEMENTATION

•• Develop the communication Develop the communication Develop the communication Develop the communication Develop the communication Develop the communication Develop the communication Develop the communication planplanplanplanplanplanplanplan

•• Begin plan implementationBegin plan implementationBegin plan implementationBegin plan implementationBegin plan implementationBegin plan implementationBegin plan implementationBegin plan implementation

•• Monitor/evaluate performanceMonitor/evaluate performanceMonitor/evaluate performanceMonitor/evaluate performanceMonitor/evaluate performanceMonitor/evaluate performanceMonitor/evaluate performanceMonitor/evaluate performance

•• Manage changes to the projectManage changes to the projectManage changes to the projectManage changes to the projectManage changes to the projectManage changes to the projectManage changes to the projectManage changes to the project

•• Take corrective actionTake corrective actionTake corrective actionTake corrective actionTake corrective actionTake corrective actionTake corrective actionTake corrective action

•• Report progress to key stakeholdersReport progress to key stakeholdersReport progress to key stakeholdersReport progress to key stakeholdersReport progress to key stakeholdersReport progress to key stakeholdersReport progress to key stakeholdersReport progress to key stakeholders

•• Key Outputs for Approval: Key Outputs for Approval: Key Outputs for Approval: Key Outputs for Approval: Key Outputs for Approval: Key Outputs for Approval: Key Outputs for Approval: Key Outputs for Approval: Change Change Change Change Change Change Change Change Requests & DeliverablesRequests & DeliverablesRequests & DeliverablesRequests & DeliverablesRequests & DeliverablesRequests & DeliverablesRequests & DeliverablesRequests & Deliverables

ChangeRequest

Received

Clarify ChangeRequest

Does ChangeRequire Modifyingthe Plan or its

Risks?

Identify Impactsof the Change on

the Plan

Make theChange

Amend the

Project Plan

STARTIs Change

Consistent withProject Scope?

Discuss theChange w/Sponsor &

Customer

Does ChangeImpact

Deliverables?

Customer &Sponsor Approve

of Change?

Add to IssuesList for Future

Considerationby the Team

No

Yes

Yes

Yes

No

No

Get Customer &Sponsor Sign-Off

on the Change

Yes

END

No

Managing Project Managing Project Change RequestsChange Requests


TAKING CORRECTIVE ACTIONTAKING CORRECTIVE ACTIONTAKING CORRECTIVE ACTIONTAKING CORRECTIVE ACTIONTAKING CORRECTIVE ACTIONTAKING CORRECTIVE ACTIONTAKING CORRECTIVE ACTIONTAKING CORRECTIVE ACTION

•• What What What What What What What What actions can a actions can a actions can a actions can a actions can a actions can a actions can a actions can a

team take if the project team take if the project team take if the project team take if the project team take if the project team take if the project team take if the project team take if the project

behind schedule?behind schedule?behind schedule?behind schedule?behind schedule?behind schedule?behind schedule?behind schedule?

•• What actions can a What actions can a What actions can a What actions can a What actions can a What actions can a What actions can a What actions can a

team take if the project team take if the project team take if the project team take if the project team take if the project team take if the project team take if the project team take if the project

over cost?over cost?over cost?over cost?over cost?over cost?over cost?over cost?


PROJECT CLOSEPROJECT CLOSEPROJECT CLOSEPROJECT CLOSEPROJECT CLOSEPROJECT CLOSEPROJECT CLOSEPROJECT CLOSE--------OUTOUTOUTOUTOUTOUTOUTOUT

What specific actions What specific actions What specific actions What specific actions What specific actions What specific actions What specific actions What specific actions

or steps should a or steps should a or steps should a or steps should a or steps should a or steps should a or steps should a or steps should a

project team take at project team take at project team take at project team take at project team take at project team take at project team take at project team take at

project closeout?project closeout?project closeout?project closeout?project closeout?project closeout?project closeout?project closeout?

8


PHASE IV PHASE IV PHASE IV PHASE IV PHASE IV PHASE IV PHASE IV PHASE IV ———————— CLOSEOUTCLOSEOUTCLOSEOUTCLOSEOUTCLOSEOUTCLOSEOUTCLOSEOUTCLOSEOUT

•• Conduct a final project auditConduct a final project auditConduct a final project auditConduct a final project auditConduct a final project auditConduct a final project auditConduct a final project auditConduct a final project audit

•• Obtain customer acceptance of Obtain customer acceptance of Obtain customer acceptance of Obtain customer acceptance of Obtain customer acceptance of Obtain customer acceptance of Obtain customer acceptance of Obtain customer acceptance of deliverablesdeliverablesdeliverablesdeliverablesdeliverablesdeliverablesdeliverablesdeliverables

•• Assess customer perceptions of the Assess customer perceptions of the Assess customer perceptions of the Assess customer perceptions of the Assess customer perceptions of the Assess customer perceptions of the Assess customer perceptions of the Assess customer perceptions of the projectprojectprojectprojectprojectprojectprojectproject

•• Assess team member perceptionsAssess team member perceptionsAssess team member perceptionsAssess team member perceptionsAssess team member perceptionsAssess team member perceptionsAssess team member perceptionsAssess team member perceptions

•• Identify the “lessons learned”Identify the “lessons learned”Identify the “lessons learned”Identify the “lessons learned”Identify the “lessons learned”Identify the “lessons learned”Identify the “lessons learned”Identify the “lessons learned”

•• Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Final Project Final Project Final Project Final Project Final Project Final Project Final Project Final Project ReportReportReportReportReportReportReportReport

�� Internal Audit: Internal Audit: ScopeScope fulfilled?fulfilled?�� Internal AuditInternal Audit: Completed on or ahead of : Completed on or ahead of scheduleschedule??�� Internal AuditInternal Audit: Completed at or below : Completed at or below budgetbudget??�� SponsorSponsor supports final supports final deliverabledeliverable and project and project closureclosure??�� CustomerCustomer accepts final accepts final deliverabledeliverable??�� Customer has evaluated Customer has evaluated effectivenesseffectiveness of project?of project?�� Team Team membersmembers have evaluated effectiveness of project?have evaluated effectiveness of project?�� Team has documented “Team has documented “lessonslessons learnedlearned?”?”�� Final Final oneone--onon--one meeting one meeting conducted with customer?conducted with customer?�� All All stakeholders notified stakeholders notified of project completion and results?of project completion and results?�� Project documents, files, and records have been Project documents, files, and records have been archivedarchived??�� CloseClose--out report has been out report has been distributeddistributed to customer/all to customer/all

stakeholders?stakeholders?�� Staff resources Staff resources reassignedreassigned??�� Celebration scheduled!Celebration scheduled!

Schedule

Scope

Cost

PROJECT CLOSEOUT CHECKLISTPROJECT CLOSEOUT CHECKLISTPROJECT CLOSEOUT CHECKLISTPROJECT CLOSEOUT CHECKLISTPROJECT CLOSEOUT CHECKLISTPROJECT CLOSEOUT CHECKLISTPROJECT CLOSEOUT CHECKLISTPROJECT CLOSEOUT CHECKLIST


PHASE IV PHASE IV PHASE IV PHASE IV PHASE IV PHASE IV PHASE IV PHASE IV ———————— CLOSEOUTCLOSEOUTCLOSEOUTCLOSEOUTCLOSEOUTCLOSEOUTCLOSEOUTCLOSEOUT

•• Conduct a final project auditConduct a final project auditConduct a final project auditConduct a final project auditConduct a final project auditConduct a final project auditConduct a final project auditConduct a final project audit

•• Obtain customer acceptance of Obtain customer acceptance of Obtain customer acceptance of Obtain customer acceptance of Obtain customer acceptance of Obtain customer acceptance of Obtain customer acceptance of Obtain customer acceptance of deliverablesdeliverablesdeliverablesdeliverablesdeliverablesdeliverablesdeliverablesdeliverables

•• Assess customer perceptions of the Assess customer perceptions of the Assess customer perceptions of the Assess customer perceptions of the Assess customer perceptions of the Assess customer perceptions of the Assess customer perceptions of the Assess customer perceptions of the projectprojectprojectprojectprojectprojectprojectproject

•• Assess team member perceptionsAssess team member perceptionsAssess team member perceptionsAssess team member perceptionsAssess team member perceptionsAssess team member perceptionsAssess team member perceptionsAssess team member perceptions

•• Identify the “lessons learned”Identify the “lessons learned”Identify the “lessons learned”Identify the “lessons learned”Identify the “lessons learned”Identify the “lessons learned”Identify the “lessons learned”Identify the “lessons learned”

•• Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Key Output for Approval: Final Project Final Project Final Project Final Project Final Project Final Project Final Project Final Project ReportReportReportReportReportReportReportReport


CUSTOMER ACCEPTANCE/EVALUATIONCUSTOMER ACCEPTANCE/EVALUATIONCUSTOMER ACCEPTANCE/EVALUATIONCUSTOMER ACCEPTANCE/EVALUATIONCUSTOMER ACCEPTANCE/EVALUATIONCUSTOMER ACCEPTANCE/EVALUATIONCUSTOMER ACCEPTANCE/EVALUATIONCUSTOMER ACCEPTANCE/EVALUATION

Does customer accept deliverable?Does customer accept deliverable?Does customer accept deliverable?Does customer accept deliverable?Does customer accept deliverable?Does customer accept deliverable?Does customer accept deliverable?Does customer accept deliverable?

•• If If If If If If If If yesyesyesyesyesyesyesyes, move to evaluation of the deliverable, move to evaluation of the deliverable, move to evaluation of the deliverable, move to evaluation of the deliverable, move to evaluation of the deliverable, move to evaluation of the deliverable, move to evaluation of the deliverable, move to evaluation of the deliverable

•• If If If If If If If If nononononononono, schedule a meeting of all key , schedule a meeting of all key , schedule a meeting of all key , schedule a meeting of all key , schedule a meeting of all key , schedule a meeting of all key , schedule a meeting of all key , schedule a meeting of all key

stakeholders to discuss next steps (but, to be stakeholders to discuss next steps (but, to be stakeholders to discuss next steps (but, to be stakeholders to discuss next steps (but, to be stakeholders to discuss next steps (but, to be stakeholders to discuss next steps (but, to be stakeholders to discuss next steps (but, to be stakeholders to discuss next steps (but, to be

honest, it’s rather late for this!)honest, it’s rather late for this!)honest, it’s rather late for this!)honest, it’s rather late for this!)honest, it’s rather late for this!)honest, it’s rather late for this!)honest, it’s rather late for this!)honest, it’s rather late for this!)


EXPLORING LESSONS LEARNEDEXPLORING LESSONS LEARNEDEXPLORING LESSONS LEARNEDEXPLORING LESSONS LEARNEDEXPLORING LESSONS LEARNEDEXPLORING LESSONS LEARNEDEXPLORING LESSONS LEARNEDEXPLORING LESSONS LEARNED

•• What What What What What What What What workedworkedworkedworkedworkedworkedworkedworked with this with this with this with this with this with this with this with this project (and project (and project (and project (and project (and project (and project (and project (and whywhywhywhywhywhywhywhy)?)?)?)?)?)?)?)?

•• What What What What What What What What didn’tdidn’tdidn’tdidn’tdidn’tdidn’tdidn’tdidn’t work (and work (and work (and work (and work (and work (and work (and work (and whywhywhywhywhywhywhywhy)?)?)?)?)?)?)?)?

•• What What What What What What What What will we will we will we will we will we will we will we will we do differently do differently do differently do differently do differently do differently do differently do differently on the next project?on the next project?on the next project?on the next project?on the next project?on the next project?on the next project?on the next project?

•• What will we What will we What will we What will we What will we What will we What will we What will we keep doing keep doing keep doing keep doing keep doing keep doing keep doing keep doing on the next project?on the next project?on the next project?on the next project?on the next project?on the next project?on the next project?on the next project?

NoteNoteNoteNoteNoteNoteNoteNote: Ensure that these “lessons learned” are : Ensure that these “lessons learned” are : Ensure that these “lessons learned” are : Ensure that these “lessons learned” are : Ensure that these “lessons learned” are : Ensure that these “lessons learned” are : Ensure that these “lessons learned” are : Ensure that these “lessons learned” are documented in the project’s final reportdocumented in the project’s final reportdocumented in the project’s final reportdocumented in the project’s final reportdocumented in the project’s final reportdocumented in the project’s final reportdocumented in the project’s final reportdocumented in the project’s final report


THE PROJECT FINAL REPORTTHE PROJECT FINAL REPORTTHE PROJECT FINAL REPORTTHE PROJECT FINAL REPORTTHE PROJECT FINAL REPORTTHE PROJECT FINAL REPORTTHE PROJECT FINAL REPORTTHE PROJECT FINAL REPORT

•• Key Results/DeliverablesKey Results/DeliverablesKey Results/DeliverablesKey Results/DeliverablesKey Results/DeliverablesKey Results/DeliverablesKey Results/DeliverablesKey Results/Deliverables

•• Project CostsProject CostsProject CostsProject CostsProject CostsProject CostsProject CostsProject Costs

•• Customer/Sponsor/Stakeholder PerceptionsCustomer/Sponsor/Stakeholder PerceptionsCustomer/Sponsor/Stakeholder PerceptionsCustomer/Sponsor/Stakeholder PerceptionsCustomer/Sponsor/Stakeholder PerceptionsCustomer/Sponsor/Stakeholder PerceptionsCustomer/Sponsor/Stakeholder PerceptionsCustomer/Sponsor/Stakeholder Perceptions

•• Lessons LearnedLessons LearnedLessons LearnedLessons LearnedLessons LearnedLessons LearnedLessons LearnedLessons Learned

•• Areas for ImprovementAreas for ImprovementAreas for ImprovementAreas for ImprovementAreas for ImprovementAreas for ImprovementAreas for ImprovementAreas for Improvement Schedule

Scope

Cost

9


DON’T FORGET TO CELEBRATE!DON’T FORGET TO CELEBRATE!DON’T FORGET TO CELEBRATE!DON’T FORGET TO CELEBRATE!DON’T FORGET TO CELEBRATE!DON’T FORGET TO CELEBRATE!DON’T FORGET TO CELEBRATE!DON’T FORGET TO CELEBRATE!


FOURTEEN FOURTEEN FOURTEEN FOURTEEN FOURTEEN FOURTEEN FOURTEEN FOURTEEN DEADLYDEADLYDEADLYDEADLYDEADLYDEADLYDEADLYDEADLY SINS!SINS!SINS!SINS!SINS!SINS!SINS!SINS!

1.1.1.1.1.1.1.1. Failure to define the “problem” or make a Failure to define the “problem” or make a Failure to define the “problem” or make a Failure to define the “problem” or make a Failure to define the “problem” or make a Failure to define the “problem” or make a Failure to define the “problem” or make a Failure to define the “problem” or make a businessbusinessbusinessbusinessbusinessbusinessbusinessbusiness case.case.case.case.case.case.case.case.

2.2.2.2.2.2.2.2. The project plan is developed based upon The project plan is developed based upon The project plan is developed based upon The project plan is developed based upon The project plan is developed based upon The project plan is developed based upon The project plan is developed based upon The project plan is developed based upon insufficientinsufficientinsufficientinsufficientinsufficientinsufficientinsufficientinsufficient

data.data.data.data.data.data.data.data.

3.3.3.3.3.3.3.3. Project planning done by a “Project planning done by a “Project planning done by a “Project planning done by a “Project planning done by a “Project planning done by a “Project planning done by a “Project planning done by a “planningplanningplanningplanningplanningplanningplanningplanning” group vs. an ” group vs. an ” group vs. an ” group vs. an ” group vs. an ” group vs. an ” group vs. an ” group vs. an

“implementation” group.“implementation” group.“implementation” group.“implementation” group.“implementation” group.“implementation” group.“implementation” group.“implementation” group.

4.4.4.4.4.4.4.4. There is no one There is no one There is no one There is no one There is no one There is no one There is no one There is no one leadingleadingleadingleadingleadingleadingleadingleading the project the project the project the project the project the project the project the project ———————— or too many leaders.or too many leaders.or too many leaders.or too many leaders.or too many leaders.or too many leaders.or too many leaders.or too many leaders.

5.5.5.5.5.5.5.5. Estimates for time/resources are “Estimates for time/resources are “Estimates for time/resources are “Estimates for time/resources are “Estimates for time/resources are “Estimates for time/resources are “Estimates for time/resources are “Estimates for time/resources are “guessesguessesguessesguessesguessesguessesguessesguesses.”.”.”.”.”.”.”.”

6.6.6.6.6.6.6.6. Top leadership/senior managers refuse to accept Top leadership/senior managers refuse to accept Top leadership/senior managers refuse to accept Top leadership/senior managers refuse to accept Top leadership/senior managers refuse to accept Top leadership/senior managers refuse to accept Top leadership/senior managers refuse to accept Top leadership/senior managers refuse to accept

realitiesrealitiesrealitiesrealitiesrealitiesrealitiesrealitiesrealities........

7.7.7.7.7.7.7.7. Resource Resource Resource Resource Resource Resource Resource Resource planningplanningplanningplanningplanningplanningplanningplanning was inadequate.was inadequate.was inadequate.was inadequate.was inadequate.was inadequate.was inadequate.was inadequate.


FOURTEEN FOURTEEN FOURTEEN FOURTEEN FOURTEEN FOURTEEN FOURTEEN FOURTEEN DEADLYDEADLYDEADLYDEADLYDEADLYDEADLYDEADLYDEADLY SINS!SINS!SINS!SINS!SINS!SINS!SINS!SINS!

8.8.8.8.8.8.8.8. Project team doesn’t see itself as a Project team doesn’t see itself as a Project team doesn’t see itself as a Project team doesn’t see itself as a Project team doesn’t see itself as a Project team doesn’t see itself as a Project team doesn’t see itself as a Project team doesn’t see itself as a teamteamteamteamteamteamteamteam........

9.9.9.9.9.9.9.9. People are People are People are People are People are People are People are People are pulledpulledpulledpulledpulledpulledpulledpulled off the project team by sponsors off the project team by sponsors off the project team by sponsors off the project team by sponsors off the project team by sponsors off the project team by sponsors off the project team by sponsors off the project team by sponsors or resource.or resource.or resource.or resource.or resource.or resource.or resource.or resource.

10.10.10.10.10.10.10.10. The project plan lacks sufficient The project plan lacks sufficient The project plan lacks sufficient The project plan lacks sufficient The project plan lacks sufficient The project plan lacks sufficient The project plan lacks sufficient The project plan lacks sufficient detaildetaildetaildetaildetaildetaildetaildetail or has too or has too or has too or has too or has too or has too or has too or has too much.much.much.much.much.much.much.much.

11.11.11.11.11.11.11.11. Implementation and results aren’t monitored and Implementation and results aren’t monitored and Implementation and results aren’t monitored and Implementation and results aren’t monitored and Implementation and results aren’t monitored and Implementation and results aren’t monitored and Implementation and results aren’t monitored and Implementation and results aren’t monitored and trackedtrackedtrackedtrackedtrackedtrackedtrackedtracked against the plan.against the plan.against the plan.against the plan.against the plan.against the plan.against the plan.against the plan.

12.12.12.12.12.12.12.12. People lose sight of the original People lose sight of the original People lose sight of the original People lose sight of the original People lose sight of the original People lose sight of the original People lose sight of the original People lose sight of the original goalgoalgoalgoalgoalgoalgoalgoal........

13.13.13.13.13.13.13.13. RisksRisksRisksRisksRisksRisksRisksRisks to the project aren’t anticipated or calculated.to the project aren’t anticipated or calculated.to the project aren’t anticipated or calculated.to the project aren’t anticipated or calculated.to the project aren’t anticipated or calculated.to the project aren’t anticipated or calculated.to the project aren’t anticipated or calculated.to the project aren’t anticipated or calculated.

14.14.14.14.14.14.14.14. The project is led by The project is led by The project is led by The project is led by The project is led by The project is led by The project is led by The project is led by technicaltechnicaltechnicaltechnicaltechnicaltechnicaltechnicaltechnical staff vs. someone on staff vs. someone on staff vs. someone on staff vs. someone on staff vs. someone on staff vs. someone on staff vs. someone on staff vs. someone on the business sidethe business sidethe business sidethe business sidethe business sidethe business sidethe business sidethe business side........


YOUR ACTION PLANYOUR ACTION PLANYOUR ACTION PLANYOUR ACTION PLANYOUR ACTION PLANYOUR ACTION PLANYOUR ACTION PLANYOUR ACTION PLAN

Identify, based upon the issues that we have Identify, based upon the issues that we have Identify, based upon the issues that we have Identify, based upon the issues that we have Identify, based upon the issues that we have Identify, based upon the issues that we have Identify, based upon the issues that we have Identify, based upon the issues that we have

explored in this session . . .explored in this session . . .explored in this session . . .explored in this session . . .explored in this session . . .explored in this session . . .explored in this session . . .explored in this session . . .

•• What will you STOP doing?What will you STOP doing?What will you STOP doing?What will you STOP doing?What will you STOP doing?What will you STOP doing?What will you STOP doing?What will you STOP doing?

•• What will you CONTINUE to do?What will you CONTINUE to do?What will you CONTINUE to do?What will you CONTINUE to do?What will you CONTINUE to do?What will you CONTINUE to do?What will you CONTINUE to do?What will you CONTINUE to do?

•• What will you START doing?What will you START doing?What will you START doing?What will you START doing?What will you START doing?What will you START doing?What will you START doing?What will you START doing?

You can count on the American You can count on the American You can count on the American You can count on the American You can count on the American You can count on the American You can count on the American You can count on the American people to do the right thing . . people to do the right thing . . people to do the right thing . . people to do the right thing . . people to do the right thing . . people to do the right thing . . people to do the right thing . . people to do the right thing . . ........

––Winston ChurchillWinston ChurchillWinston ChurchillWinston ChurchillWinston ChurchillWinston ChurchillWinston ChurchillWinston Churchill

after after after after after after after after exhausting all the other exhausting all the other exhausting all the other exhausting all the other exhausting all the other exhausting all the other exhausting all the other exhausting all the other possibilities.possibilities.possibilities.possibilities.possibilities.possibilities.possibilities.possibilities.


Destiny is no matter of chance. It is a Destiny is no matter of chance. It is a Destiny is no matter of chance. It is a Destiny is no matter of chance. It is a Destiny is no matter of chance. It is a Destiny is no matter of chance. It is a Destiny is no matter of chance. It is a Destiny is no matter of chance. It is a matter of choice: It is not a thing to be matter of choice: It is not a thing to be matter of choice: It is not a thing to be matter of choice: It is not a thing to be matter of choice: It is not a thing to be matter of choice: It is not a thing to be matter of choice: It is not a thing to be matter of choice: It is not a thing to be waited for, it is a thing to be achieved.waited for, it is a thing to be achieved.waited for, it is a thing to be achieved.waited for, it is a thing to be achieved.waited for, it is a thing to be achieved.waited for, it is a thing to be achieved.waited for, it is a thing to be achieved.waited for, it is a thing to be achieved.

—— William Jennings BryanWilliam Jennings BryanWilliam Jennings BryanWilliam Jennings BryanWilliam Jennings BryanWilliam Jennings BryanWilliam Jennings BryanWilliam Jennings Bryan


10

Thank You!!Thank You!!

Good luck with Good luck with projectprojectmanagement at UWmanagement at UW--Stout!Stout!


Documents

THE FUNDAMENTALS OF PROJECT MANAGEMENT · PDF fileTHE FUNDAMENTALS OF PROJECT MANAGEMENT Learning the Essential Elements Learning the Essential Elements for Effective for Effective