1. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Project Management Nav Bassi June 16, 2008

2. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Agenda IntroductionWhat?Why?How?Questions

3. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Welcome Thank you for attending this session Presenter/Facilitator – Nav Bassi, BSc, PMP – Manager, Project Management Office – University of Victoria Systems

4. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Objectives Answer some questions: – What is formal project management? – Why bother with it? – How can we leverage PM to improve our organizations? UVic Systems PMO

5. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary What are projects? Temporary endeavours – Definite start/middle/end Create a new product or service (or change one) Contrast them with your ongoing processes

6. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary What is a project manager? One person responsible for executing the project plan NOT: – The person doing the work – The technical expert – The manager of the unit – Someone with a personal stake in the project

7. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary What is project management? Project management is the art and science of…getting projects done Formal project management is all about organizing project activities so that we prevent problems through planning, ensure success through monitoring, and improve performance through lessons learned

8. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Why bother? There is inherent value in formalizing the processes used to start, run, and end projects The ad-hoc approach works for a short time – Excellent staff run around fighting fires – They get tired of running; fires spread

9. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Why NOT bother? Why try to manage big projects in our head? – Use processes, tools, and techniques Why invent them from scratch? – Learn formal project management

10. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary How to start? Make a conscious decision – Think about projects that went awry Start small, be realistic – Don’t go out and “buy” it See what others have done – Learn their lessons

11. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Systems PMO We didn’t re-invent the wheel; started with a formal methodology: PMBoK® Established a process framework 0.5

12. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary PMO Processes Initiating to start projects Planning to plan projects Monitoring to run projects Closing to end projects

13. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary PMO Templates Project Charter < 5 pages Initiating Project Plan No maximum length Planning Project Change Request < 1 page Monitoring Project Closeout Report No maximum length Closing

14. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary PMO Governance You need executive support Your framework requires administrative checkpoints Systems Project Review Committee Review of submitted Charters and Plans Review of executing projects Information Systems Steering Council Guidance on projects with University-wide impact

15. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Pragmatism in the Processes > 20 days < 20 days > 20 hours < 20 hours

16. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Pragmatism in Action Planned Projects Chartered Projects Lite Projects Whole Framework Framework Skip planning Lite Process Lite Template

17. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Bring it all together

18. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Tools to support it PMO Web Site: http://cass.uvic.ca/pmohttp://cass.uvic.ca/pmo PMO SharePoint Site: https://share.uvic.ca/pmo https://share.uvic.ca/pmo PROMIS: https://promis.uvic.cahttps://promis.uvic.ca

19. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Uses Project documentation Meeting agendas Status reports Project SharePoint sites SharePoint Site

20. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Uses Project data Status reporting Resource planning(future) PROMIS

21. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Questions? P PM PMO

22. CANHEIT | On the EDGE | June 15-18, 2008 | University of Calgary Thank you! Feedback is welcome – Email: navbassi@uvic.canavbassi@uvic.ca Other resources – PMI: http://www.pmi.orghttp://www.pmi.org