IS 455 - Project Management How to Close a TPM Project

How to Close a TPM Project Team Time Agenda Announcement(s) Jamf tour House cleaning Change in schedule Simulation How to Close a TPM Project Team Time Copyright Tom Sulzer © 2018

+ Announcements! AITP Visit / Tour of Jamf Meet @ Centennial 1704, 5:30 p.m. Thursday, April 5th Copyright Tom Sulzer © 2017

Effective Project Management: Traditional, Agile, Extreme Managing Complexity in the Face of Uncertainty Ch08: How to Close a TPM Project Presented by Tom Sulzer Copyright Tom Sulzer © 2018

Ch08: How to Close a TPM Project Summary of Chapter 8 Using tools, templates, and processes to close a TPM project Writing & maintaining client acceptance procedures Closing a project Getting client acceptance Installing project deliverables Documenting the project Conducting the post-implementation audit Writing the final report Celebrating success Copyright Tom Sulzer © 2018

Tools, Templates, & Processes Used to Close a Project Ch08: How to Close a Project Tools, Templates, & Processes Used to Close a Project Acceptance Test Procedure (ATP) Implementation strategies Project documentation Post-implementation audit Final project report Copyright Tom Sulzer © 2018

Ch08: How to Close a Project Closing a Project Getting client acceptance of deliverables. Ensuring that all deliverables are installed. Ensuring that all documentation is in place. Getting client sign-off on the final report. Conducting the post-implementation audit. Celebrating success. Copyright Tom Sulzer © 2018

Ch08: How to Close a Project Why Do I Need Client Acceptance Procedures? Acceptance criteria must be clearly defined Criteria defined during project planning Avoid 11th hour disputes The criteria is defined in collaboration with the client. The criteria is administered by the project team during final acceptance testing. Copyright Tom Sulzer © 2018

Ch08: How to Close a Project Installing Project Deliverables Phased Approach Cut-Over Approach Parallel Approach By Business Unit Approach Copyright Tom Sulzer © 2018

Ch08: How to Close a Project Documenting the Project Reference for future changes in deliverables Historical record for estimating duration and cost on future projects, activities and tasks Training resource for new project managers Input for further training and development of the project team Input for performance evaluation by the functional managers of the project team members Copyright Tom Sulzer © 2018

Ch08: How to Close a Project Documenting the Project – The Project Notebook POS Proposal and backup data Original and revised project schedules Minutes of all project team meetings Copies of all status reports Design documents Copies of all change notices Copies of all written communications Outstanding issues reports Final report Sample deliverables (if appropriate) Client acceptance documents Post-implementation audit report NOTE: Start the project notebook on the first day Copyright Tom Sulzer © 2018

Ch08: How to Close a Project Conducting the Post-Implementation Audit Was the project goal achieved? Does it do what project team said it would? Does it do what client said it would? Was the project work done on time, within budget, and according to specification? Was the client satisfied with the project results? Was business value realized? Check success criteria What lessons were learned about your project management methodology? How well did the team follow the methodology? Copyright Tom Sulzer © 2018

Ch08: How to Close a Project Reasons for not doing a post-implementation audit Managers don’t want to know Managers don’t want to pay the cost It’s not a high priority There’s too much other scheduled work to do Copyright Tom Sulzer © 2018

Ch08: How to Close a Project Final Project Report Executive Summary Overall success and performance of project Organization and administration of project Techniques used to accomplish results Strengths and weaknesses of the approach Recommendations Appendices POS WBS Resource Schedule Change Requests Final Deliverables Other Copyright Tom Sulzer © 2018

Ch08: How to Close a Project Celebrating Success Copyright Tom Sulzer © 2018

Create a Project Folder As a team, create a place for where you will share your documents for your project. Copyright Tom Sulzer © 2018

Create a Mid Project Report Have you selected a PMLC at this point? If so, what is it? How well is your team following a PMLC method? Which one? What are the project’s goals? Are the goals clear? Are you achieving the project goals? Are you getting the work done on time, within budget, and according to specification? Is the client satisfied with the project results so far? Is it clear that the business value will be realized? Check success criteria – if not what can you do about that? What lessons have you learned while working on the project so far? Copyright Tom Sulzer © 2018

Create a Project Acceptance Test Document Work through as a team what acceptance testing for your project would look like. - What do you need to produce / create? - What do you need to have working/done? - What do you need to have reviewed? - What do you need to signed off? - When do each of these need to be done by? - TBD Copyright Tom Sulzer © 2018

How to Close a TPM Project Team Time Agenda Announcement(s) Jamf tour House cleaning Change in schedule Simulation How to Close a TPM Project Team Time Copyright Tom Sulzer © 2018

Ch08: How to Close a TPM Project Class discussion #1: I have advocated the use of a checklist as the acceptance test procedure for establishing that the project is finished. What other type of acceptance test procedure might you suggest? Be specific. Copyright Tom Sulzer © 2018

Ch08: How to Close a TPM Project Class discussion #2: Can you suggest a cost/benefit approach to selling management on the value of the post-implementation audit? Be specific. Copyright Tom Sulzer © 2018

Ch08: How to Close a TPM Project Class discussion #3: The post-implementation audit is vitally important in improving the practice and process of project management, yet it is always so difficult to get senior management and the client to allocate the time to authorize and participate in these audits. Knowing that, what would you as project manager do to help alleviate this problem? Copyright Tom Sulzer © 2018

Thursday – Team Time / Mentor Time Next Classes Thursday – Team Time / Mentor Time Tuesday – Complexity and Uncertainty in the Project Management Landscape Thursday – Mentor Time Copyright Tom Sulzer © 2018