1. Project Management the ITSD Way What is project management in ITSD? What is project management in ITSD? Why do we need it? Why do we need it? How does it work? How does it work? Pros and Cons Pros and Cons Tips and Tricks Tips and Tricks

2. What is Project Management? Baseline vs Project Work Baseline vs Project Work Routine vs unique Routine vs unique Production Production Desktop Services, Data Center Desktop Services, Data Center Development Development Information Services, Technology Systems Development Information Services, Technology Systems Development Basic Elements of Project Mgmt Basic Elements of Project Mgmt Initiating, Planning, Execution, Monitoring, Closeout Initiating, Planning, Execution, Monitoring, Closeout

3. Why do we need it? Communication Communication Planning Planning Ensure appropriate hardware is in house to complete project Ensure appropriate hardware is in house to complete project Identify all foreseeable risks and account for them Identify all foreseeable risks and account for them Identify and plan for contingencies Identify and plan for contingencies Identify objectives and work towards them Identify objectives and work towards them Scheduling Scheduling Ensure project has an end Ensure project has an end Ensure resource agreement and availability Ensure resource agreement and availability

4. How does it work? Overview Overview Example: Network upgrade Example: Network upgrade

5. Basic PM Ideas for Projects Ideas for Projects ED01/M&E ED01/M&E Grants Grants Keep the lights on Keep the lights on Evaluations Evaluations Strategic planning Strategic planning Scoping Scoping Skills needed? Skills needed? Hardware needed? Hardware needed? Timeframe? Deadlines? Timeframe? Deadlines? Why or business case? Why or business case? Identify opportunities Identify opportunities Definition Definition Who will be on project and for how long? What charge number? Who will be on project and for how long? What charge number? Procedures/Training Procedures/Training Schedule? Schedule? Objectives? Objectives? Possible approaches Possible approaches Risk assessment Risk assessment Architecture (ITARB) What has changed? Diagrams updated? Standards followed/if not, why not? Deployment What is the plan? When? Who? Back out plans? Announcement to staff? Closeout 30 day warranty Close out charges, etc. Lessons Learned

6. Planning Phase Scope Scope Monitoring Monitoring Management authorizes official start Management authorizes official start PMO assigns a rep to mentor pm PMO assigns a rep to mentor pm Project scheduled for bi-weekly reporting Project scheduled for bi-weekly reporting Definition Definition See handout See handout Resources assigned Resources assigned Rough schedule provided Rough schedule provided

7. Execution Implementation Implementation Schedule developed Schedule developed Tasks assigned Tasks assigned Deployment procedures are developed Deployment procedures are developed Training and Testing procedures are developed Training and Testing procedures are developed Deployment Meeting Deployment Meeting Architecture changes Architecture changes Time agreed upon Time agreed upon All staff message written All staff message written Back out plan is discussed Back out plan is discussed

8. Close out Warranty period of 30 days begins Warranty period of 30 days begins Identify follow on projects Identify follow on projects All test accounts, test environments, replaced hardware shutdown or closed out All test accounts, test environments, replaced hardware shutdown or closed out Charge numbers closed out Charge numbers closed out Lessons Learned held Lessons Learned held By email or in person and posted to web By email or in person and posted to web

9. Pros and Cons Pros Pros Better planning means standardization, execution moves more quickly and smoothly with fewer mistakes, thus fewer remedy calls, Better planning means standardization, execution moves more quickly and smoothly with fewer mistakes, thus fewer remedy calls, Easier to identify training goals Easier to identify training goals Repeatable processes – procedures developed Repeatable processes – procedures developed Control Control Cons Cons More writing, reading, meetings/discussions/status More writing, reading, meetings/discussions/status Takes greater time to start up Takes greater time to start up Can invest time in startup and project may be scrapped in the end Can invest time in startup and project may be scrapped in the end Culture change Culture change

10. Tips and Tricks Templates and checklists Templates and checklists Training Training Flow Charts Flow Charts QuickBase QuickBase