1. Tackling Major Projects… and Thriving
Jamie Yarbrough
July 18, 2019
RMACRAO

2. Learning Outcomes Add to your working knowledge of project management
Examples for communicating with internal and external staff
Ideas for how to reward and celebrate project milestones

3. Types of Projects in Higher Education
Initiatives
System Implementations
Major System Upgrades
Integration Between Systems

4. Project Management What is a Project?
“It’s a temporary endeavor undertaken to create a unique product, service or result.” – pmi.org

5. Project Management
Triple Constraint

6. Project Management Project Charter Project Management Plan
“…direct link between the project and strategic objectives of the organization, creates a formal record of the project, and shows the organizational commitment to the project.” –PMBOK* Guide, 6th edition
Project Management Plan
“…defines how the project is executed, monitored and controlled and closed.” –PMBOK Guide, 6th edition
*Project Management Body of Knowledge

7. Project Management Stakeholders Change Management
“An individual, group or organization who may affect, be affected by, or perceive itself to be affected by a decision, activity or outcome of a project.” - PMBOK Guide, 6th edition
Change Management
Change control process

8. Project Management Risk Management All Projects Carry Risk
Identify Risks
Probability
Impact
Response/Mitigation

9. Project Management Project Success Project Life Cycle
Define what this means to the project. Why are you doing it?
Success Metrics – Specific, Measurable, Attainable, Results-focused, Time-bound
Project Life Cycle
Project phases, check points
Project Management tools
Excel, MS Project, Team Dynamic, Trello, MS Teams

10. Team Selection Want the best staff you can get
Want a diverse knowledge set
It’s an opportunity
Will the team member continue normal work or be 100% project focused?
Vendor team members
Support and Empower

11. Being a Team Member
Problem Solver
Collaboration
Communication

12. Keys to a Successful Project
Preparation
Training
Testing
End user training
Prior experience
Management involved
Communication
Right resources
Company culture

14. Communication In-person, phone, web conference Emails
Stakeholder meetings
Project Sponsor
Newsletters
Website

15. Team Support Keep them informed Appreciate your team Make it fun!
Certificates
Celebrations

16. End User Training Options In Person Documentation Available
Video Tutorial
Try it on their own

17. Banner 9 Upgrade Project
Worked in B9 BANPROD for the entire day – Bubbles “You blow us away!”
Updated documentation in B9 – Play Dough “Thank you for re-molding our office documentation!”
Worked in B9 BANPROD outside of Banner Thursdays
Banner 9 Buddy and Candy
Dolphin – “Thank you for swimming forward”
Turtle – “Thank you for paddling forward”
Fish – “Thank you for swimming forward”
Frog – “Thank you for hopping forward”
Duck – “Thank you for sailing forward"
Worked a bit in B9 on Banner Thursdays on and off
- Tell us what you did! PROD/Candy | TEST/Sticker

18. Review the Project Lessons Learned What went well?
What didn’t go well?
How can we improve next time?

19. Share Your Experiences
Did you use formal project management, or just get it done?
What have you done to keep the project team engaged?
If you could do something different on your next project, what would you do?
What works for communicating on your campus?
How much scope creep have you had sneak into your project?