1. 1 TenStep Project Management Process ™ PM00.0 PM00.0 Project Management Preparation for Success * Introduction *

2. 2 TenStep Project Management Process ™ PM00.0 Pre-Class Assessment

3. 3 TenStep Project Management Process ™ PM00.0 Introductions Who am I? Who are you? –Name –Organization –Project management experience –Favorite movie and why? Why are you here?

4. 4 TenStep Project Management Process ™ PM00.0 Logistics Sign-in Sheet Facilities Breaks Phones Snacks Bathrooms Lunch

5. 5 TenStep Project Management Process ™ PM00.0 Agenda Day 1 Review the fundamentals Define the work Build the workplan (start)

6. 6 TenStep Project Management Process ™ PM00.0 Agenda Day 2 (could go into day 3) Build the workplan Manage the workplan Manage issues

7. 7 TenStep Project Management Process ™ PM00.0 Agenda Day 3 (could go into day 4) Manage scope Manage communication Manage risk

8. 8 TenStep Project Management Process ™ PM00.0 Agenda Day 4 Manage documents Manage quality Manage metrics

9. 9 TenStep Project Management Process ™ PM00.0 Request Don’t look ahead

10. 10 TenStep Project Management Process ™ PM00.0 Learning Objectives By the end of class, each participant should be able to: Understand the value of project management processes Define the various aspects of a project Build and maintain an appropriate project workplan Identify and manage issues, scope and communication Identify and manage project risks Determine methods to manage project documentation Identify and manage to the appropriate level of quality Identify metrics to improve processes and declare success

11. 11 TenStep Project Management Process ™ PM00.0 Define the Work - Exercise Discuss your definition of: Project Project manager Project team Project sponsor

12. 12 TenStep Project Management Process ™ PM00.0 What is a Project? Defined start and end-date Defined scope, finite budget, specific end result (or deliverables) and assigned resources. Unique work Managed according to the size, complexity and criticality Not routine work / support / maintenance / operations

13. 13 TenStep Project Management Process ™ PM00.0 Exercise – Start and End Dates Projects have a start and end, but …. When does a project start –Options –Best choice –Your company When does a project end –Options –Best choice –Your company

14. 14 TenStep Project Management Process ™ PM00.0 What is a Project Manager? The person with the responsibility for managing the project to a successful conclusion.

15. 15 TenStep Project Management Process ™ PM00.0 What is a Project Manager? Process responsibilities: Managing the overall workplan to ensure work is assigned and completed on time and within budget Identifying, tracking, managing and resolving project issues Proactively communicating project information to all stakeholders Identifying, responding to and managing project risk

16. 16 TenStep Project Management Process ™ PM00.0 What is a Project Manager? Process responsibilities: Ensuring that the solution is of acceptable quality Proactively managing scope to ensure that only what was agreed to is delivered, unless changes are approved through scope management Defining and collecting metrics to give a sense for how the project is progressing and whether the deliverables produced are acceptable

17. 17 TenStep Project Management Process ™ PM00.0 What is a Project Manager? People responsibilities: General management skills needed to establish processes and make sure that people follow them Leadership skills to get the team to willingly follow your direction Sets reasonable, challenging and clear expectations of people Holds team members accountable for meeting the expectations

18. 18 TenStep Project Management Process ™ PM00.0 What is a Project Manager? Other people responsibilities: Team-building skills Motivating skills Proactive verbal and written communication skills Active listening skills Performance feedback to team members

19. 19 TenStep Project Management Process ™ PM00.0 What is a Project Team? Reports to the project manager Work on the project activities and tasks Assigned full-time or part-time Work directly on the creation of project deliverables

20. 20 TenStep Project Management Process ™ PM00.0 What is an Executive Sponsor? Has ultimate authority/responsibility for the project Provides high-level direction and vision Funds the project Champions the project within their organization Resolves major change requests and issues Validates and ensures project benefits are attained Approves all major deliverables May delegate day-to-day tactical management to a Project Sponsor

21. 21 TenStep Project Management Process ™ PM00.0 What is a Project Sponsor? Optional position Represents the Executive Sponsor on a day-to-day basis Makes business decisions about the project on a day-to- day basis Coordinates requests for time with the business community

22. 22 TenStep Project Management Process ™ PM00.0 Team Exercise Are you excited about adopting a standard project management methodology? What do you see as the benefits? What are your concerns?

23. 23 TenStep Project Management Process ™ PM00.0 Typical Project Management Environment Project management considered overhead Sponsors uninvolved and unengaged Projects completed late and overbudget Wide range of project manager skill levels and competencies No common project management experiences and best practices No common or formal project management training No standard processes or templates

24. 24 TenStep Project Management Process ™ PM00.0 Where You Want To Be Company / organization Common processes for project management High overall chance of success on all projects Common roles and responsibilities Consistent communication and reporting throughout the organization

25. 25 TenStep Project Management Process ™ PM00.0 Where You Want To Be Project managers Appropriate project definition and planning Proactive management of project scope, risks and issues Knowledgeable in best practices and overall project management techniques Project team members Reduced time for acclimation on new projects Common understanding with project manager on how project is managed

26. 26 TenStep Project Management Process ™ PM00.0 What is a Methodology? A common system of processes and techniques used in a specific discipline Includes repeatable best-practices, templates and prior accumulated knowledge Provides a common language and culture that everyone can use and follow Creates a well-ordered environment that allows for a better chance of success

27. 27 TenStep Project Management Process ™ PM00.0 Why Use a Methodology? Adds more time? Adds more cost? Adds unneeded documentation? Adds extra work? Adds more overhead?

28. 28 TenStep Project Management Process ™ PM00.0 Why Use a Methodology? Adds more time? NO! Adds more cost?NO! Adds unneeded documentation?NO! Adds extra work?NO! Adds more overhead?NO!

29. 29 TenStep Project Management Process ™ PM00.0 Why Use a Methodology? Better, faster, cheaper project execution through: Repeatable processesYES! Fewer errors and less reworkYES! Pre-built templates YES! Standard workplan activitiesYES! Less start-up time for new projectsYES! Easier knowledge transferYES! Appropriate approvals and controlsYES!

30. 30 TenStep Project Management Process ™ PM00.0 Capability Maturity Model 1 2 3 4 5 Crisis Mode / Firefighting Standard Project Management Establish a Baseline Foundation Standard Techniques Common Work Products Project Feedback Standardized Project Planning and Management Methods & Techniques Standard Project Deliverables Project Histories Historical Estimates Promotion Project Review & Assessment Metrics Feedback Chaos adapted from: Software Engineering Institute Capability Maturity Model

31. 31 TenStep Project Management Process ™ PM00.0 Big Projects Break big chunks of work into smaller projects Days of huge “mega projects” are over Smaller projects have more opportunity for success –Ability to focus better –Better able to gain initial success and momentum –Better able to estimate the work –Provides opportunity to deliver something and then expand the solution from there Break projects into parts that could naturally stand alone

32. 32 TenStep Project Management Process ™ PM00.0 Programs Group of related projects All work accomplished through underlying projects –Sequentially –Parallel Entire effort coordinated through program structure –Program manager –Program Definition (charter) –Program management procedures Program is over when all objectives are accomplished

33. 33 TenStep Project Management Process ™ PM00.0 Exercise – Case Study #1 Read the case study Identify how you would structure the work into one or more projects List advantages and disadvantages to your approach

34. 34 TenStep Project Management Process ™ PM00.0 The PMBOK® Section I, The Project Management Framework Chapter 1, Introduction - key terms and overview Chapter 2, The Project Management Context - project management environments Chapter 3, Project Management Processes - generalized view of how the various project management processes commonly interact

35. 35 TenStep Project Management Process ™ PM00.0 Section II, The Project Management Knowledge Areas Chapter 4, Project Integration Management Chapter 5, Project Scope Management Chapter 6, Project Time Management Chapter 7, Project Cost Management Chapter 8, Project Quality Management Chapter 9, Project Human Resource Management, Chapter 10, Project Communications Management Chapter 11, Project Risk Management Chapter 12, Project Procurement Management The PMBOK®

36. 36 TenStep Project Management Process ™ PM00.0 The PMBOK®

37. 37 TenStep Project Management Process ™ PM00.0 The PMBOK®

38. 38 TenStep Project Management Process ™ PM00.0 The PMBOK®

39. 39 TenStep Project Management Process ™ PM00.0 The PMBOK®

40. 40 TenStep Project Management Process ™ PM00.0 PMBOK ® Framework TenStep Project Management Process ™ –Templates –Processes, procedures, best practices –Supplemental papers –Training content TenStep PB (PMBOK ® Framework) ™

41. 41 TenStep Project Management Process ™ PM00.0 Learning Objectives By the end of class, each participant should be able to: Understand the value of project management processes Define the various aspects of a project Build and maintain an appropriate project workplan Identify and manage issues, scope and communication Identify and manage project risks Determine methods to manage project documentation Identify and manage to the appropriate level of quality Identify metrics to improve processes and declare success

42. 42 TenStep Project Management Process ™ PM00.0 Questions??