Effective Project Management Toni Lewis PMP®  LSSGB  ECMP  ERMP

Definition of a Project A temporary endeavor undertaken to create a unique product, service, or result (improvement) Has a definite beginning and end NOT a repetitive process Project Management Body of Knowledge (PMBOK)

Definition of Project Management The application of knowledge, skills, tools, and techniques to project activities to meet the project requirements Project Management Body of Knowledge (PMBOK)

Project Management Map Knowledge Area Process Group Initiating Processes Planning Processes Executing Processes Monitoring and Controlling Processes Closing Processes Integration Develop Project Charter Develop Project Plan Direct and Manage Project Work Monitor and Control Project Work Perform Integrated Change Control Close Project Scope   Plan Scope Mgmt Collect Requirements Define Scope Create WBS Validate Scope Control Scope Schedule (Time) Plan Schedule Mgmt Define Activities Sequence Activities Estimate Activity Resources Estimate Activity Durations Develop Schedule Control Schedule Cost Plan Cost Mgmt Estimate Costs Determine Budget Control Costs Quality Plan Quality Mgmt Perform Quality Assurance Control Quality Human Resources Plan HR Mgmt Acquire Project Team Develop Project Team Manage Project Team Communications Plan Communications Mgmt Manage Communications Control Communications Risk Plan Risk Mgmt Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Control Risk Procurement Plan Procurement Mgmt Conduct Procurements Control Procurements Close Procurements Stakeholders Identify Stakeholders Plan Stakeholder Mgmt Manage Stakeholder Engagement Control Stakeholder Engagement

Initiating Process Read/Research (take notes) Identify/Interview Stakeholders Create a Project Charter State problem or opportunity Define the project goal, ID team/stakeholders Create measurable objectives Examples: We will improve the process time of X by Y days by <date>. We will reduce the number of defects by __% by year end.

Planning Process Gather detailed requirements Determine scope What is included/not included Example Project Scope Statement: To create a Records Management Program for customer documents related to membership and deposit accounts. Create work breakdown structure (WBS) Plan all knowledge areas

Sample Work Breakdown Structure (WBS)

Planning (cont.) Schedule Cost (Budget) Quality Human Resources Project Quality Product Quality Human Resources When are staff needed? When will staff be released?

Sample Project Schedule

Planning (cont.) Communication Risk 90% of a PM’s time Stakeholder Updates – what do they prefer? Methods Risk Threats and Opportunities ID and Prioritize Plan Responses Ongoing Threats Opportunities Avoid Enhance Mitigate Exploit Transfer Share Accept

Sample Risk Register Threats Opportunities Avoid Enhance Mitigate Exploit Transfer Share Accept

Planning (cont.) Procurement Stakeholder Management Crossover with Communication Management Interpersonal Skills Stakeholder Analysis

Sample Stakeholder Analysis

Executing Conduct Procurements (if applicable) Produce Deliverables Develop and Manage Project Team Interpersonal Skills Team-building Activities Mentoring and Training Conflict Resolution Rewards and Recognition Manage Stakeholders Manage Expectations Stakeholder Updates

Sample Stakeholder Update:

Monitoring and Controlling Measure Performance Against Baselines Schedule Cost Corrective or preventive action needed? Manage Change Update Project Documents Perform Quality Control

Monitoring and Controlling Sample Change Log Sample Decision Log

Closing Requirements Validation Product Approval Product Handoff to Customer Lessons Learned Records Archived One Last Thing . . .

Toni Lewis PMP®  LSSGB  ECMP  ERMP toni.lewis@live.com 657.250.2180 Questions Toni Lewis PMP®  LSSGB  ECMP  ERMP toni.lewis@live.com 657.250.2180