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Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 1
ARA TRAINING
ARA TRAINING
PDCA Project ManagementCookbookA.R. Alvarez
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 2
ARA TRAINING Preamble Objective:
Provide a Practical and Straightforward Approach to Project Mgt Emphasis on New Product Development; But Methodology Covered Can Be Applied to Pretty Much Any Type of Project
Included: Best Practices in Scheduling, Resourcing, Uncertainty & Risk Mgt with Special Emphasis on Resolving Schedule Conflicts Introduction to Problem Solving (Separate Workshop Available) Phase Gate Architecture Incorporation of Agile/Scrum Concepts In General Project Mgt Review Meeting Templates
Excluded: New Product Portfolio Management (Separate Workshop) Detailed Project Phase Gate Meeting Templates
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 3
ARA TRAINING Project Management Outline Part 1: Project Management Set-Up(Plan)
Project Management Principles Goals & Objectives Risk Management High Level Scheduling Concepts The Market Window- Development Team Capability Conundrum
Part 2: Project Management Execution (Do) Detailed Project Scheduling & Schedule Uncertainty Project Team Meetings Project Management Toolkit
Part 3: Project Management Oversight (Check & Act) Project Phase Gate Reviews Project Management Reviews Project Feedback & Response Appendix
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 4
ARA TRAINING What You Need to KnowYou Need to Know Where You’re Going
You Need to Know Where You Are
You Need to Know if You’re Off Track
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 5
ARA TRAINING What You Need to DoStart With The End in Mind:Define Success Criteria / Vital Signs
(If Project is Long, > 30 Days, …)Develop a Roadmap:Breakdown Success Criteria into GatesTrack The Path:Develop Leading Indicators for Critical Steps & Tasks
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 6
ARA TRAINING
WhatWe
WantTo
Achieve
HowWe
IntendTo
Achieve It
HowWe
WorkTo
Achieve It
“Customer”Inputs ProjectPlan ProjectExecution
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 7
ARA TRAINING PDCA: Project Mgt
1 After 1st Cycle Replace “Set” With “Adjust”
Plan(Set Goals, Resources & High Level Schedule)
Do(Detailed Schedule, Daily /Weekly Checks & Pull-in)
Check(Mgt & Milestone Reviews)
Act(Adjust Resources, Goals, & Schedule)
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 8
ARA TRAININGRecap: Project Planning Time Horizons High Level (Macro) Schedule Milestones
Provide General Direction; Can Be Fairly Generic Provide Touch Points for Mgt and Sales (or Customers) Enable Organizational Prioritization: Revenue & Strategic Impact But … Breaking Down Long Term Plan Into Finer & Finer Detail (At Some Point) Doesn’t Provide Greater Certainty; Quickly Get to Diminishing Return
Working Level (Micro) Project Schedule Deliverables Provide Detailed Direction For Near Term Tasks to Keep Prj on Track Critical Alignment Tool for Project Team Focus Specific to Project; Identify Key Tasks That Need Completion Enable Team Prioritization: Time, Risk, Uncertainty
Balance Macro & Micro to Minimize Administrative OverheadWhile Keeping Project on Track
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 9
ARA TRAINING Project Management Tactics Micro-Managing vs. Abdication
Micro-Managing: Specifying “How” Rather Then “What”, Over-Monitoring Abdication: No Follow-up, No Measures, No Help
Schedules Commitment vs. “Best Effort” vs. “Try” Ownership Speed vs. Quality vs. Cost
Costs Know The Total Project Costs; Nothing Hidden Know The Cost Per Day; Buy Time Cost Questions Only Gets Asked if You Miss Your Goals
Risks Launch With Best Possible Understanding of Main Risk Points Plan Contingencies Accordingly Communicate Risks on On-Going Basis FMEA Can Be Useful to Highlight Risks & Mitigation Plans
Time
Quality
CostPerformance
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 10
ARA TRAINING
ARA TRAINING
Project Detailed Scheduling
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 11
ARA TRAINING Project SchedulingWhat are The Biggest Challenges in
Project Scheduling? Managing Critical Path / Slack ? Balancing Priorities? Access to Resources / Budget? Driving Near Term Detail? Uncertainty / Variation? Other?
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 12
ARA TRAININGProject Scheduling & UncertaintyProject Scheduling Often Treated as If It is Deterministic*
That is Fundamentally WrongWhy?
* From Books, Blogs, Consultants, Friends & Family, . . .
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 13
ARA TRAINING
How Do You Schedule Invention? (In a Non-Deterministic World)
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 14
ARA TRAINING
Triangulation (BC, MLC, WC)?Monte Carlo?Fuzzy Logic?
Bayesian Estimates?Systematic Wild Guesses?
Do as You’re Told?
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 15
ARA TRAININGSchedules & The Knowledge “Gap”
Baseline vs. Goal:The Larger The Gap, The Less You KnowGoal “Gap” = Knowledge “Gap”To Close the Knowledge “Gap” Need Cycles of Learning (COL)
Beware of Overconfidence(How Much Do You Really Know?)
Baseline
Goal 1
Goal 2
KnowledgeGap
Time
Goal
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 16
ARA TRAININGKnowledge Gap and Cycles of Learning
Easy# COLs ?Time/Cycle
Medium# COLs ?Time/Cycle
Hard# COLs ?Time/Cycle
Define Your ProblemWhich Bucket ?
What’s Your Batting Average ?What Did You Learn ?
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 17
ARA TRAINING What is a Cycle of Learning?1. Problem Identification/Hypothesis2. Specify Desired Outcome
3. Prioritized Input / Output4. Data Collection & Analysis5. Perform Work/Experiment
5. Confirmation of Effects
6. Process Standardization (if Done)7. Planning Next Step (Learning Cycle)
Plan
Do
Check
Act
Deming’s PDCA Cycle
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 18
ARA TRAINING Scheduling Invention Point 1: Complexity is Not Your Friend
Save Invention For Where it Adds Value Eliminate/Minimize it Everywhere Else “Buy” Knowledge
Point 2: Identify & Isolate Uncertainty Easier Said Then Done Prioritize Time-to-Information on High Uncertainty Paths Problem Solving Techniques Can Be Effectively Applied
Point 3: Estimate ‘Learning’ Required Two Parts: 1) How Many (PDCA) Cycles?, 2) Time Per Cycle What Impacts # of Cycles? What Impacts Time Per Cycle?
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 19
ARA TRAINING Handling Multiple Tasks
Temporal Budget Per Task
02468
L H M M M H L L H MT1 T2 T3 T4 T5 T6 T7 T8 T9 T10
05
101520
L H M M M H L L H MT1 T2 T3 T4 T5 T6 T7 T8 T9 T10
020406080
L H M M M H L L H MT1 T2 T3 T4 T5 T6 T7 T8 T9 T10
Ten Tasks – Ten COLs Days Per Cycle Per Task
10 Sub-Tasks (or Threads) Require Resolution to Complete Task
BattingAverage?
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 20
ARA TRAINING Multi-Level Problem
Two Tasks in Final Level
Six Tasks in 1st Level Four Tasks in 2nd Level
Three Level Problem, Multiple Tasks Per Level
05
1015
L H M M M LT1 T2 T3 T4 T5 T6
COLDays/CycleTotal Days
02468
10
M L H MT1 T2 T3 T4
COLDays/CycleTotal Days
024681012
M LT1 T2
COLDays/CycleTotal Days‘Knowledge Gap’
Reduced Incrementally at Each level
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 21
ARA TRAINING“Solution” to Prj Uncertainty SchedulingUse COL Methodology to Forecast Non-Deterministic Steps
Decide on Approach (One vs. Multiple Levels) Budget Your Cycles If Complete Budget, But No Solution Then Need to Reset
Mis-Scoped? Right Resources? Right Frame or Approach? Other?
Use PERT (or Favorite Method) to Keep Track of TasksApply Best Practices (Scrubbing, Schedule Monitoring, etc.) to Minimize Deviations
Combine COL ForecastingWith Conventional Scheduling Methods
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 22
ARA TRAININGProject Scheduling Tactics Summary Minimize Complexity Up Front at Project Start Focus on Learning to Reduce Areas of Greatest Uncertainty Drive Near Term Detail
Back 1 - 2 Weeks, Forward 2 – 4 Weeks Update/Scrub Weekly (More on This Later)
Manage Critical Path / Slack Keep All Tasks on Critical Path (Opposite of What Normally Taught) Finish Tasks as Soon as Possible; i.e. Don’t Make Non-Critical Items Critical Plan, Then “Break” Plan
Buffers: Should You? Fit Tool to Problem (Don’t Over Do It)?
Simple (Most) Projects = Simple Scheduling Tool Complex Project = Sophisticated Scheduling ToolIf You Can't Make a Plan, How Can You Manage a Project?
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 23
ARA TRAINING
Scheduling Tool: Schedule for Completion of Complex Task & Related Sub-Tasks Projects Completion Time, Monitors Task Schedule Adherence
Various Types: PERT = Program /Project Evaluation & Review Technique (US Navy) CPM = Critical Path Method (du Pont/Remington-Univac) Gantt Chart = Time Line or Bar Chart "Ideal" Chart = Combination PERT/Timeline Many Software Pgms Available: Loading, Cost, Leveling, Etc.
Project Scheduling Tools
IdentifyVariables ScreenVariables
RifleshotExperiments
StatisticalDOEs
SolutionConvergence SolutionRelease
WW1 WW6 – WW12 WW15WW3 WW16
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 24
ARA TRAININGSimplified Project Plan Construction Breakdown Project into Activities to Be Scheduled in Period
Create Work Breakdown (Tree Diagram Useful) Identify Tasks With Greatest Degrees of Uncertainty (Quality Tools Useful) Prioritize Tasks WRT Degree of Uncertainty, Criticality, etc.
Estimate COL & Time / COL for Activities With Learning Gaps Estimate Operating Time for ‘Deterministic’ Activities Place Activities in Time Sequence
What Has To Be Done Sequentially What Can Be Done Simultaneously
If Completion Date Specified Start With Completion Date, Work Backwards If Date Can’t Be Met, Can Project Scope Be Modified? What Activities Can Be Eliminated or Made Optional What Activities Can Be Adjusted to Make Date Can a Revised Date Be Negotiated?
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 25
ARA TRAINING Gantt Charts Advantages:
Plan, Schedule, & Progress All Shown If Duration Unsure: Keeps "All" Tasks Moving, “Nothing” Missed Useful When: Project has Unrelated Legs, Events Sequence Variable, a Lot of Overlap Time Exists Between Events Easy to Do With Excel or Just About Any Graphics SW
Disadvantages: Simplicity can Preclude Showing Detail to Detect Slips Dependencies Not Shown Explicitly Awkward to Maintain For Large Projects Disadvantages Led to Network-Based Project Management Tools
Optional
Task
Time
Gantt Chart
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 26
ARA TRAINING
Like Gantt Charts, PERT Charts Involves Identifying Tasks Required to Complete Project, Time Needed to Complete Each Task, and Attempts to Identify the Minimum Time Required to Complete Project Unlike Gantt Charts PERT Chart Explicitly Make Visible Dependencies Most SW Packages for PERT; Allow Probabilities & Perform “What Ifs”
Can Drive Yourself Crazy Doing Multiple Estimates, Probabilities, & “What Ifs” Can Be Overkill For Many (Most?) Projects
PERT Charts Optional
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 27
ARA TRAINING PERT ConstructionI. Right Team: Managers, Team Members, Experts, …II. Generate & Record Tasks / Duration (WBS & Similar Tools)III. Sequence Activities: Sequential & Simultaneous Flow
1) I.D. Longest Sequential Path: Implementation Path (IP)2) I.D. 2nd Longest Sequence That Support Main IP & Can be Done in Parallel3) Identify Places Where There are Necessary Connections; i.e. What Tasks in IP Can't Start Until Parallel Paths are Complete?
IV. Give Time Duration (Cycles-of-Learning)V. Calculate Shortest Implementation
Identify Critical Path (CP) Identify No Slack (And Nearly No Slack) Paths
VI. Calculate Earliest Start, Earliest Finish, Latest Start & Latest Finish TimesVII. Locate Jobs with Slack TimeVIII. Review & Revise (Scrub)
Meet Schedule? What are the Risk Points? More Parallelism Possible? Multiple Critical Paths? What Can be Sped Up?
Optional
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 28
ARA TRAINING
Problems & Delays are InevitableGood Planning Leads to Smaller ProblemsSmaller Problems Give You Opportunity to Recover
Project Schedule Example
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 29
ARA TRAINING
ARA TRAINING
Project TeamMeetings
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 30
ARA TRAININGProject Management HierarchyPhase Gate
Review
Bi-Monthly orMonthly Review
Weekly PrjTeam Meeting
Team WorkingMeetings
EyesSpeedometer
Odometer
Map
After Agile Game Development With Scrum, C. Keith 2010
Different Measures & Monitors Keep You On Track When Driving Same Applies to Projects
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 31
ARA TRAINING Types of Project Meetings Team Working / Ad Hoc Problem Solving Meetings
Purpose: Team Problem Solving Type of Meeting: Working Meeting Outcome: Varies, But Typically an Action or Solution Plan (Experimental, Information Gathering, …) Outlining the Next Few Steps
Weekly Team Project Review Meetings Purpose: Team Coordination Type of Meeting: Coordination and Working Meeting Outcome: Varies as Required to Keep Project on Track
Bi-Monthly or Monthly Management Review Meetings Purpose: Management Review Meeting & Problem Escalation Type of Meeting: Status Update Outcome: Varies, Resource Re-allocation, Priority Shift, …
Phase Gate Review Meetings Purpose: Decide Whether Project Meets Phase Gate Criteria Type of Meeting: Decision Meeting Outcome: Pass / Fail & Appropriate Action Items
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 32
ARA TRAINING Team Working Meetings What are You Looking For?
Clarity on the Problem Topic: Is There a Clear Problem Definition? Is There Clear Separation Between Fact, Conjecture, and Hypothesis? Hidden Biases
Potential Solution Paths What to Do:
Utilize Good Problem Solving Tools Balance Being ‘Loose’ Enough to Capture Contributing Ideas, But Not so ‘Loose’ That Dissolve into Entropy – Stay on a Convergent Path Decide if Escalation Required – Get Help (Do it Earlier Rather Than Later) Establish Recovery Plans and/or Contingency Plans as Required Insure Required Cross-Functional Coordination Summarize, Issue Minutes and Update Action Items
How Long Should it Take: 30 – 60 Minutes Who Should Be There: The Best People to Contribute to Solution Who Should Run It?Drive Toward Convergence
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 33
ARA TRAINING Weekly Team Prj Meeting What are You Looking For?
Are You on Schedule? That Day? Looking Forward? Barriers to Meeting Commitments That Need Team’s or Exec Mgt’s Attention Opportunities to Pull in Schedule (To Make Up for Inevitable Unforeseen Problems) Highlight Risk Items, White Spaces, Resource Gaps, Skill Set Holes, etc.
What to Do: Focus on Deliverables, Highlight Key Decisions That Need to Be Made Focus and Drive Decision or Path Closure; Which Ones are Not Closing? Decide if Escalation Required – Get Help (Do it Earlier Rather Than Later) Establish Recovery, Pull-In or Contingency Plans as Appropriate/Required Insure Required Cross-Functional Coordination Track Action Items, Make Sure Checklists Exist and Are Being Used Summarize, Issue Minutes and Update Action Items
How Long Should it Take: 30 – 60 Minutes Who Should Be There: Design, PE, TE; Apps, Yield, Marketing, ... (As Required) Who Should Run It?Keep Your Schedule Current!
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 34
ARA TRAININGWeekly Project Meeting: Schedule Be Rigorous: Drive Near Term Detail
At Weekly Team Meeting: What Happened Last Week? What Should Happen Next Week? The Week After That? After That?, … What Are The Tasks Ahead With Greatest Degree of Variability/Uncertainty? Keep Schedule Up-to-Date
Be Schizophrenic: Plan, Break Plan, Re-Plan Pull in One Day at a Time; Start The Day After You Make Your Schedule “Pay for a Day” (What is the Cost of a One Day Delay in The Project?)
Be Proactive – Always Be Looking Ahead “Only The Paranoid Project Schedulers Survive” Expect “Surprises”, Be Prepared Look For and Eliminate “White Spaces” and Uncertainty Scrub Periodically (1 – 4 Times / Month) Depending on Project Duration
Common Scheduling Problem: Ignoring Obvious Problem Have a Recovery Plan if (When?) Get Behind
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 35
ARA TRAINING Be Proactive
Always Be Looking Ahead
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 36
ARA TRAINING Project Scrubbing Purpose: Provide “Outsider’s” Perspective in How to Pull-in Schedule Form of Knowledge (Experience) - Based Problem Solving Solicited Critique
Non-Defensive Open
Who Does it: 1 - 3 Peers; Peer + 1 Recommended What Can You Scrub?
Schedule Resources Risks Technical Hypothesis / Proposed Solutions What Else?
Keep Sessions Short (15 - 20’)
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 37
ARA TRAININGSample Schedule Pull-in QuestionsUp Front:
Do We Have To Make “It”? Can We Buy “It” Instead? Would a Development Partner Enable Us to Go Faster? Can The Product Definition Be Modified to Reduce Risk and/or Allow Us to Go Faster? Are We Re-Using Common Blocks (Design, Test, Technology, etc.) to The Maximum? Are We Inventing Only Where We Need to & Where Value is Added?
At Any Point: What (Low-Value) Activities Can Be Eliminated or Reduced in Scope? Could More Activities Take Place Concurrently? (i.e. C.O.L in Parallel) How Can We Reduce The Time for Each C.O.L.?
Resources: Would More Resources Help? Are They Available Internally? If Not, Could We Find Contract Resources Outside? Is There a Skill Set Missing That Would Enable Us to Go Faster?
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 38
ARA TRAINING Burndown Chart"SampleBurndownChart" by Pablo Straub
https://commons.wikimedia.org/wiki/File:SampleBurndownChart.png#/media/File:SampleBurndownChart.png
Provides Simple Visual Overview of Task Rate of Completion & Whether on Track Aims to Track Progress on Daily Basis; Popularized by Scrum Prj Mgt Shows Remaining Effort to Complete Iteration/Work Quantum – Typically 20 to 30 Days Tasks Broken Down in ¼ to ½ Day Increments for Granularity/Tracking
Pros?Cons?
Ref: J. Wenzel provides a good tutorial in “Burn Down Chart Tutorial: Simple Agile Task Tracking”, & also spreadsheet templates for creating Burndown Chartsg http://joel.inpointform.net/software-development/burn-down-charts-tutorial-simple-agile-project-tracking/
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 39
ARA TRAINING Monitoring Progress
After K.G. Cooper EMR Fall 1993 & SCRUM Burn Down Tutorial 2010
RealProgress
PerfectMonitoring
The Better Your Metrics/Vital Signs The Better Your MonitoringHow Much Can Granularity Help?
Remaining Effort
Time
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 40
ARA TRAINING ReworkWork To Be Done Work Done
•• Rework ••KnownUndiscovered
WorkBeing Done X
After K.G. Cooper, EMR Fall 93
The Better Your Metrics/Vital SignsThe Better You Can Manage Rework
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 41
ARA TRAININGYour Personal Weekly Check-In Types of Weekly Meetings
Weekly Team Meeting: High Level Coordination & Help; Not Problem Solving Ad Hoc Problem Solving Meetings Weekly Personal Project Planning Meeting (For Yourself)
Personal Weekly Project Planning Meeting What are You Looking For?
Are You on Schedule? That Day? Looking Forward? Highlight Risk Items, White Spaces, Resource Gaps, Skill Set Holes, etc.
What to Do: Track Action Items, Make Sure an Appropriate Checklists Exist and You’re Using It Focus on Decision or Path Closure; Which Ones are Not Closing Decide if Escalation Required – Get Help (Do it Earlier Rather Than Later) Establish Recovery Plans and/or Contingency Plans as Required Are You Getting Required Cross-Functional Coordination? Summarize and Update Action Items
How Long Should it Take: 30 – 60 MinutesKeep Your Schedule Current!
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 42
ARA TRAINING Project Management Tools Goal Setting Your Weekly Check-In Meeting Work Breakdown Studies & W3s Checklists Problem Solving Decision Making
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 43
ARA TRAINING Work Breakdown Studies
Breaks Down Project Deliverables into Manageable Units / Tasks ‘Best Granularity’: Tasks Reflect 1 – 10 Days of Effort (< ~ 80 Hrs) Can Effectively Support Organizational Learning & Memory
Milestone
Days
TasksGoals
Sequence
Deliverables
Who
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 44
ARA TRAINING “Smart” Goals “Smart”: Specific, Measurable, Attainable & Agreed Upon, Relevant, Time Specific Clear Goals Have Much Greater Chance of Being Accomplished To Set a Specific Goal Need 3 To 6 “Ws”
Who: Who Is Responsible? What: What Needs to Be Done? When: When Does it Need to Be Done By Why: Reasons, Purpose or Benefits Of Goal Which: Identify Requirements and Constraints Where: Identify Location (If Applicable)
Minimum
Optional
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 45
ARA TRAINING Project Checklists Why Use Checklists?
Help Manage Complexity: How Many Activities Comprise a Project? How Many Different Parallel Paths Have to Come Together? How Can You Make Sure That Something Isn’t Being Missed?
Vehicle to Capture Learning From Experience (Yours and/or Someone Else’s)? Memory Management Device Can Limit Mistakes Regarding What is Known
Why Not Use Checklists? In a Culture of Weak Accountability, Responsibility Shifts From Individual to The Checklist ( “It Wasn’t on The Checklist” Excuse); Don’t Let This Happen to You! Can Get Too Long (Items Keep Getting Added, No Priorities); Obscures Rather Than Illuminates Can Overwhelm Main Objective
Poor Checklists: Long, Vague, Hard to Use Effective Checklists: Precise, To The Point, Easy to Use, Brief, Simple
Checklists Manage Activities, Not Projects!
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 46
ARA TRAINING Problem De-BugHow Do You Get Started?
How Do You Organize the Team?How Do You Track Progress?
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 47
ARA TRAINING Problem Bug MatrixResponsible: Name Fix Schedule
Problem Type(E / M / H) Hypothesis COL
(Act/Fcst) Confirm Contain Root Cause Doc12345
Example of Work Breakdown Simple Way of:
Assigning Ownership Defining Issue Clarifying Hypothesis Tracking Schedule Efficient Communication
How to Generate Hypothesis? How to Prioritize Which to Pursue?
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 48
ARA TRAINING Integrated Problem Solving
Data Driven Knowledge Driven
Question Driven
Integrate
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 49
ARA TRAINING Utilize Simple Tools
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 50
ARA TRAININGAsk & Answer Simple Questions What is The Problem? Why is it a Problem? What Are The Goals? How Long Will it Take to Solve? How Much Will it Cost to Solve?
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 51
ARA TRAINING Avoid Artificial Constraints
Constraints Will Always Exist Real Constraints Need to Be Respected, But Also Challenged Where Can Constraints Appear During Problem Solving? How Do You Become Aware & Overcome Constraints?
Sub-Conscious Assumed Very RealConstraints
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 52
ARA TRAINING Fit Method to ProblemDifferent Problems May Require Different Approaches
Use as Simple an Approach as Possible
Be Adaptive
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 53
ARA TRAININGBest Practices in Problem Solving(Don’t Over-Complicate) Clear, Concise Problem Definition Starts With Broad Perspective Gets Alignment Across Organizations Breaks Down Problem Questions Data, Knowledge Base, Assumptions Critically Focuses Data Eliminates Artificial Constraints Drives Convergence & Critical Path Is Self-Correcting Balances Planning & Doing Balances Root Cause Fix & Containment Is Properly Tracked & Progress Communicated Appropriately Documented
Describe Problem(With Data)ProposeHypotheses
Test Hypotheses(With Data)
Implement Appropriate Fix
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 54
ARA TRAINING
Low KnowledgeLevel High KnowledgeLevel
Screening Factorials RSM
Statistical DOE Framework
The Knowledge Line
DuPont
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 55
ARA TRAINING Data Driven: Good Data When is Data Bad ? Under- vs. Over- Standing Causality vs. Correlation Data (Sample) Bias Sufficiency . . .
Don’t Take “Data” at Face Value
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 56
ARA TRAININGKnowledge Driven: Good Knowledge When is Knowledge Bad ? Under- vs. Over- Standing Applicability Capturing & Using Knowledge . . .
Don’t Take “Knowledge” at Face Value
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 57
ARA TRAINING Question Driven:The Basic Critical Question(s) How do You Know This to Be True?
Response to Information or Descriptive Claim
Why Should I (We/They) Do This? Response to Action, Suggestion, Recommendation . . .
What is it About ____ That Makes it Good (Bad/OK)? Response to Value Judgment
After Dennis MatthiesGet Good at Asking Insightful Questions
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 58
ARA TRAININGQuestion Driven: More Good Questions When (History) ? Where ? Why ? How ? Does it Interact ? What is Being Assumed? “Solved” Before ? “5 Whys = How” Who Can Help? . . .
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 59
ARA TRAININGQuestion Driven: Assumptions You Seem to Be Assuming ______. Do I Understand You Correctly? Your Reasoning Depends on The Assumption That ________. Why Have You Based Your Reasoning on ______ Instead of ______? What Background Information or Data Are Your Assumptions Based On? Would Knowing ________ Change Your Assumption in Some Fashion?
Reference ??
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 60
ARA TRAININGPrioritizing Assumption Evaluation
Consequence of Assumption
AssumptionValidity
Low High
High
Low
Verify / Double-Check Underlying SupportAccept
Investigate & ReframeReframe
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 61
ARA TRAINING Assumptions: Constraints Assumptions About Constraints Common Sometimes They are Unconscious Sometimes They are a Conscious Assumption How Do You Uncover Them?
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 62
ARA TRAINING Project Management Outline Part 1: Project Management Set-Up(Plan)
Project Management Principles Goals & Objectives Risk Management High Level Scheduling Concepts The Market Window- Development Team Capability Conundrum
Part 2: Project Management Execution (Do) Detailed Project Scheduling & Schedule Uncertainty Project Team Meetings Project Management Toolkit
Part 3: Project Management Oversight (Check & Act) Project Phase Gate Reviews Project Management Reviews Project Feedback & Response Appendix
Part 3Next
Project Mgt – Part 2
ARA (Feb’16)- © 2016 - 63
ARA TRAINING PDCA Project ManagementPlan
(Set Goals, Resources & High Level Schedule)
Do(Detailed Schedule, Daily /Weekly Checks & Pull-in)
Check(Mgt & Milestone Reviews)
Act(Adjust Resources, Goals, & Schedule)