Managing Projects to Achieve Desired Results William N. Kelly, Professor

Learning Objectives Following this learning session, and completing the in-class project, you should be able to: Explain the term “project management” and its importance. Outline the process of developing a project and its scope and plan. Outline three primary responsibilities of the project manager. Explain the proper way for a project manager to assign responsibility and assure project team members are accountable for getting work done and keeping the project on-time and on budget. Develop a project, project plan, time-table, and a communication and reporting mechanism for the project.

Assigned Readings Chapter 8 of your text. Iwan L. – Step-by-step Beginner’s Guide to Project Management. https://www.projectsmart.co.uk/step-by-step-beginners-guide-to-project- management.php. Note: 20% of quiz questions come from this material, and probably will not be discussed in class. “Whoever has ears, let him hear.”

Schedule Today Wednesday 10:00 – 10:50 AM - Learning session 11:00 – 11:50 AM – Work in your group in-class to develop a Project Charter for pharmacy project of your choice. Wednesday 9:30 – 10:20 – Develop a Plan for your project, based on your charter, and send as one document (11 pt. font., times new roman, pdf) to me (by sundown at Clearwater Beach) at: wkelly@health.usf.edu. Make sure to have a title and your group number listed.

What is Project Management?

Project Management Who Cares?

The Project Charter What is it?

Project Charter Project Name: Group Number: Project __________: Project Sponsor: Project Leader: Project Members: Project Scope: Resources Available: People Budget Space Equipment Constraints:

The Project Charter What is it? What does it accomplish?

Project Leadership Who should lead a pharmacy project?

Project Leadership Who should lead a pharmacy project? What are the ______________ of the ideal project manager?

Project Leadership Who should lead a pharmacy project? Characteristics of the Ideal Project Manager? How will you know what to do?

Selecting Team Members Criteria?

Developing the Plan Identify and organize teams members. Determine and record the project objectives and desired outcomes. Begin brainstorming and discuss how to achieve the desired outcomes. Identify factors that influence or limit the project that are beyond your control. Determine and identify the tools needed. Organize the steps and sub-steps in logical sequence and identify the time needed for each step. Assign each step to at least one team member for completion. Develop a project tracking document (similar to Table 3.1 in your text). State how often the team will meet as a whole to identify progress and issues. State how and how often the project leader will monitor the project for progress and keep project team members accountable. State how and how often the project leader will communicate project progress to the Project Sponsor. State how the team will celebrate major milestones and victory.

Brainstorming on What is Needed This is the heart of the project, and along with____________, largely determines success or failure. Recommendation - Nominal Group Technique (Figure 3.2 of your text)

Other Critical Points Monitoring, _________ , and communicating with team members Individually As a team Upward progress reporting to the project sponsor Routinely (usually monthly) ______ page only Use color coding (green, yellow, red) for progress Ask for help when needed

The Importance of Rewards and Celebration An important step often neglected What are some reasonable ________ for successful projects Team leaders? Team members?

In-Class Exercise Today: Wednesday: Deliverable - A Project Charter (based on slide #8) Wednesday: Deliverable = Your Project Charter and Plan. See example in slide #19. Format: Times New Roman – 12 pt. font for titles and 11 pt. throughout Single space text Double space between sections Use bold for major headings List title with group number underneath No graphics Check for journalistic quality Spell check DUE – Sundown at Clearwater Beach today! Hard copy; or email PDF file to me at: wkelly@health.usf.edu File name = Group #:Project (Group 7:Project)

Project Report Order Project title (you group number underneath) Project timeframe Project charter Project objectives and desired outcomes Factors that may propel or limit the project Tools needed The Plan - Steps and sub-steps; accountability; deadline dates, etc. Communication Plan – To and with team members and to project sponsor Celebrating Success

Grading Following directions = 10 points The quality & development of your idea = 20 points Your plan is compelling = 10 points Format = 5 points Journalistic quality = 5 points Total = 50 points