1. Project Management 101: Practical Tips
Presenters: Julie Hartmann
Fall Conference November 4 – 7, 2018

2. Fall Conference November 4 – 7, 2018
What is a Project?
Temporary work done to create a unique product or service
Characteristics:
Established start and end dates
Easy to recognize when the work is complete
Not routine
Fall Conference November 4 – 7, 2018

3. Fall Conference November 4 – 7, 2018
Project or Not?
Painting a House
Completing verification of FAFSA data for a student
Implementing a new Financial Aid Management system
Designing and producing the release of the Iphone X
Manufacturing the Iphone X and delivering to customers
Fall Conference November 4 – 7, 2018

4. What is Project Management?
Using set processes, knowledge and skills to achieve project goals ALSO: Career path with formal rules and tools
Fall Conference November 4 – 7, 2018

5. Fall Conference November 4 – 7, 2018
Why focus on PM?
Supports Project Success!!!
More likely to:
Complete objectives on time
Fully meet the required end goal – ensuring quality
Minimize impact to regular operations and other projects
Fall Conference November 4 – 7, 2018

6. Fall Conference November 4 – 7, 2018
Start with: The Plan
Make sure The Plan includes:
What needs to get done
Official term: ‘deliverables’
Who needs to do the work
Official term: ‘resources’
When it needs to get done by
Official term: ‘implementation date’
How you are going to communicate
Official term: ‘communication plan’
Fall Conference November 4 – 7, 2018

7. Tracking Tools: The Plan
Professional Tracking/Documenting Tools:
Microsoft Project
Zoho Project
LiquidPlanner
Workfront
Alternative Tracking/Documenting Tools:
Microsoft Word
Microsoft Excel
Paper/Pen
Fall Conference November 4 – 7, 2018

8. Sample Plan: Word Document
Fall Conference November 4 – 7, 2018

9. Fall Conference November 4 – 7, 2018
Group Exercise: Plan Our Own Task: Plan an Office Party Date: Saturday November 17th
Fall Conference November 4 – 7, 2018

10. Execute: Rules of Thumb
Get the execution phase started with a ‘kick-off’ meeting or where the plans and details are rolled out to everyone who is working on the project
Reference your plans; have them easily accessible for all team members
Stick to your communication plan whenever possible
Keep track of work progress compared to deadlines
Fall Conference November 4 – 7, 2018

11. Fall Conference November 4 – 7, 2018
Execute: Keep In Mind
When the unexpected occurs:
Go back to your plans and re-assess
Communicate changes with your team members
Sometimes plans need to change:
Unexpected problems come up
Plans aren’t perfect; we might have forgotten something
Resources might change
Budgets constraints change
Fall Conference November 4 – 7, 2018

12. Fall Conference November 4 – 7, 2018
Wrap it Up
Communicate project success
Get feedback from team members
Store project documents/work for future projects
Fall Conference November 4 – 7, 2018

13. Change Management: Challenges
Some challenges you may face – changing your approach:
Informal office culture
Resistance to visibility of work progress
Perceived or real loss of control/decision making authority
Concern about wasted time with ‘non-productive’ project activities
Fall Conference November 4 – 7, 2018

14. Change Management: Tips
Explain yourself – bring people along
Get support – from team members and your bosses
Take small steps – don’t expect huge change to happen overnight
Model positive behavior
Fall Conference November 4 – 7, 2018

15. Fall Conference November 4 – 7, 2018
Resources
Book: Project Management for the Unofficial Project Manager, Franklin Covey Title (multiple authors)
Management-Starter-Guide.pdf
Seminar: project-management-for-the-nonproject-manager.aspx
improvement/simple-project-planning-for-non-project-managers
Fall Conference November 4 – 7, 2018

16. NCASFAA would like to thank our Professional Affiliates!
Fall Conference November 4 - 7, 2018