IFSM 380 DISC 7&8
IT Project Management
In this course, we will briefly overview what project management entails and the
role of a project manager. To become a good project manager, you should
complete further study in this area. Project management certificates are offered
by universities such as UMUC, and there is at least one recognized certification
authority—the Project Management Institute (PMI). PMI evaluates both your
experience as well as your knowledge before a certification is awarded, because
project management is best learned from a combination of classroom study and
real-world experiences. To best understand a discussion of project management,
you should be familiar with the following definitions:
Term Definition Examples
project temporary endeavor
undertaken to create a
unique product, service, or
result with a specific start
and end
build a house; write a research paper;
plan a wedding.
project scope describes the work that
must be accomplished to
complete the project
three-bedroom, two-bath house
completed and occupancy certificate
obtained; research paper submitted to
professor; wedding held
project
manager
"expert" responsible for
planning, managing, and
controlling all aspects of a
project
construction manager; student; wedding
planner
project
management
the application of
knowledge, skills, tools,
and techniques to project
activities to meet project
requirements
Overseeing the construction for building
the house; developing the "to-do" list for
researching and writing the research
paper; defining activities for the wedding
planning notebook
Learning Resource
Term Definition Examples
project
deliverables
concrete, tangible
outcomes, results, or
products generated as a
result of a project
drywall completed on new house
construction; first draft of research
paper written; wedding invitations
printed
milestones key dates when specific,
critical tasks or groups of
activities are completed
March 15: electrical wiring completed;
May 1: research completed; June 1:
reception hall booked
contingency anticipating delays or
problems, and having an
alternative solution or
strategy planned
backup plumber and electrician
identified in case primary contractors are
unavailable; reserve an extra day before
the paper is due in case of delay; have
tents ready in case it rains on the
wedding day
What is the role of a project manager? Is the role of an IT project manager
different? A project manager must control the four key variables associated with
any project: time (schedule), resources (human and financial), scope of work, and
quality. The project manager leads the development of a project plan that takes
all of these into consideration. Depending on the organization and scope of a
project, there may be both a business project manager and a technical project
manager assigned to an IT project. It is essential that the business owns the
solution (fully responsible for its success). IT's role is to help the business identify
the best technology solution for the business problem.
Project Management
Variables
Frequently, trade-offs are required during the establishment and life of a project.
Project management is the science of making intelligent, conscious trade-offs.
While it is likely impossible to eliminate problems within a project of any size,
having a sound project management methodology puts in place a process and
means with which to deal with issues as they arise. As things change, the project
manager must adjust the four variables to keep them in balance. For instance, the
budget may be limited, which can restrict the scope of the work and the number
of people who can work on the project. Or, the project may have a firm deadline,
which can drive costs up since more people would have to be hired to complete
the project on time. When any one of the four variables changes, it will have an
impact on at least one (and often more than one) other variable. Time, Cost and
Scope are often referred to as the Triple Constraints of project management as a
change in any one of these three has an impact on the others and the project
quality. A strong project manager pays close attention to the project plan and the
progress of the project against the plan, and manages the variables appropriately
to ensure successful completion of the project. Successful completion is
accomplished if the project is delivered on time, stays within the allocated
budget, and performs the required functions correctly. This role is the same for
any project manager, including an IT project manager.
The project methodology provides the structure and processes to define and
plan a project, monitor its progress, and evaluate its end result. A standard
methodology also provides for consistency, allows the process to be refined and
improved over time by incorporating lessons learned, and increases the
transferability of skills among team members. Project methodologies include
project initiation, project planning, and project execution.
Project Initiation
The first step is the selection of strategic projects. However, the project manager
does not select the projects alone; usually that is done by senior management
after the presentation of a business case that outlines the business need
(problem or opportunity) and options for potential solutions (how to address the
need rather than specific products). Often a feasibility study is undertaken to
determine the viability of the effort and potential solutions. The feasibility study
can also include cost estimates and identify potential risks.
Project Planning
Once senior management approves the business case and allocates resources,
the project manager ensures the project plan is fully developed and executed
according to plan. The project plan provides the road map for the project. The
project manager is responsible for building a realistic plan to achieve the desired
results and then monitoring to ensure that tasks are completed on schedule,
resources are available as planned, and key milestones and deliverables are met.
Clearly defining the project scope and business requirements are key to project
planning. A smart project manager makes sure that his or her plan has SMART
criteria. The SMART criteria below will help to ensure that clear, understandable
and measurable objectives have been established for the project:
• Specific
• Measurable
• Agreed upon
• Realistic
• Time framed
These objectives are documented in the project plan and used throughout the
project's life to help keep the project on track. A sound project plan is:
• easy to understand—Tasks and deliverables are specifically presented in
commonly understood, well-defined terms.
• readable—Graphical representation follows standard structure and layout.
• communicated to all key stakeholders—Those involved and affected know
what the plan is.
• appropriate to the project's size, complexity, and importance—The plan is
not overly involved or complicated for a minor, small-cost, short-term
project, and is not too general and abbreviated for a complex, high-cost,
long-term, high-priority project.
• prepared by the team—Project team members contribute to the project plan
development, rather than a project manager developing it in a vacuum.
Project Execution
This is where the project plan provides the roadmap, and the project work is
carried out. The project manager monitors progress against the plan, managing
any changes and mitigating risks as they become known. Project risk
management involves identifying potential events or conditions that could have a
negative effect on the project, estimating the impact if the risk occurs,
determining a mitigation strategy to reduce the likelihood of the risk occurring,
and identifying what will be done if the event or condition actually arises. Keep
in mind that the job of the project manager is to stay on top of all the variables
and manage the cost, schedule (time), scope, and quality. Routine status reports
are an important part of tracking the progress of the project. This monitoring
process helps the project manager keep time, cost, and scope in balance. He or
she must seek additional resources (money or people) or a schedule change
(time) when the scope increases, and must be able to articulate the effect on
quality if additional resources or a schedule change are not authorized. The
project manager is responsible to senior leaders to monitor the variables, keep
leadership informed, and propose solutions for changes as they occur.
For our purposes, we will assume that a correct business process redesign
occurred and the best solution was chosen. So what do we need from a project
management perspective? It would seem easy enough: plan the work and work
the plan, and voilà! The solution is implemented on schedule and on budget.
Of course, anyone who has participated in a project knows that it rarely happens
that way. Building a house gets complicated because two solid weeks of rain
delay the pouring of the concrete. You thought you could conduct your term
paper research on Saturday, but a friend had a ticket for the big game and you
could not decline his offer; therefore, you didn't gather the information so you
could begin writing your paper on Sunday. And planning a wedding—there are so
many potential issues there—the bridesmaids hate their dresses, the caterer
backed out, the organist broke her wrist, and so forth. You get the idea; even the
best-planned project will have challenges.
The four variables are interdependent; you cannot change one without affecting
the others. For example:
• Decreasing a project's time frame means either increasing the cost of the
project or decreasing the scope of the project to meet the new deadline.
• Increasing a project's scope means either increasing the project's time frame
or increasing the project's cost (or both) to meet the increased scope
changes.
• Decreasing a project's resources (either people or money) will necessitate a
reevaluation of the scope and/or the quality. The scope may need to be
reduced to avoid decreasing the quality. If the scope must remain
unchanged, quality will suffer.
• Increasing a project's quality requirements will require more time and money
to incorporate more perfection and test all possible outcomes for
correctness.
Having a well-prepared project plan can help reduce the risk of project failure,
but it cannot eliminate the possibility of failure. There are many reasons why
even a well-planned project can fail. Some common project problems result from
mismanagement (Whitten & Bentley, 2008, p. 81):
• failure to establish upper-management commitment to the project
• poor expectations of management (expectations of users and managers not
in agreement, or expectations change over the life of the project)
• premature commitment to budget and schedule
• overly optimistic
• mythical man-month (unrealistic estimate of the amount of work an
individual can perform on the project)
• inadequate people-management skills
• failure to adapt to business change
• insufficient resources
• failure to work the plan
As you review this list, how many of these causes are related to hardware,
software, or other technology issues? Right—none! This indicates that it is
frequently the human aspect of projects that creates most of the problems and
greatly increases the risk of failure. Therefore, the importance of paying attention
to the softer skills of managing people on IT projects cannot be overemphasized.
If you look back at the list of causes of project failures, you will see that many
connect to one or more of these interrelated elements. For example, premature
commitment to budget and schedule will definitely affect the time and cost
variables. Let's relate this cause to our earlier examples.
Project Cause of Failure
Building a House estimating the construction budget with insufficient research into the
current costs of construction materials, or assuming stable pricing
Preparing a
research paper
planning your schedule to complete the paper without considering
other course assignments or personal requirements
Planning a
wedding
establishing a budget for "dear old dad" without obtaining the costs
of catering the reception
Scope Management
Failure to manage the scope of a project will result in scope creep—the natural
tendency of projects to become bigger than originally intended, with detrimental
impact on cost, time, and outcome. Using our previous examples, some scope
creep occurs when while building a house, we decide to add a home theater in
the basement; you decide to add a PowerPoint presentation to your research
paper; and the wedding reception entertainment changes from Cousin George,
the DJ, to an eight-piece jazz ensemble.
Since almost no project goes exactly according to plan, the project manager
needs a tool to detect and manage the changes. The process of change
management is this tool. The project manager documents all approved changes,
revises the project plan accordingly, and then continues managing and
monitoring the project.
To minimize inadvertent scope creep, effective project managers define a change
management process specifically related to the project. (This is different from
the organizational change management strategies that relate to generally
managing the changes within the organization that a new solution may create.)
At the risk of oversimplifying this concept, for the purposes of our discussion, we
are talking about a structured process (part of an overall project management
methodology) to address changes in requirements or expectations on the specific
project outcome.
As you can imagine, changes affect resources. A change may require additional
staff hours, hardware and/or software costs, testing, systems configurations,
and/or the assessment of impact on related IT components. There are times
when these changes are necessary to maximize the intended business solution,
address some unforeseen problem, or meet a changing business strategy or
requirement. Having a structured methodology in place means that the change is
treated as a potential mini-project:
• The requirements are documented and analyzed.
• The impact (time, money, and other resources) is analyzed, and the effects
on budget and schedule are defined.
• At this point, the business sponsor or project owner may decide whether or
not to proceed with the change.
In many larger organizations, a change control board (CCB) exists for just such
situations. Representatives from the affected areas review the documentation
and decide whether or not to proceed. If the decision is to proceed, the
additional impact is inserted into the project plan, and appropriate adjustments
are made.
What Makes an Effective Project Manager?
The critical skills needed for IT or business project managers are the ability to (1)
manage people and (2) manage the project effectively. The project team can be
staffed with technical expertise, but it is much more difficult, if not impossible, to
make up for a project manager's shortcomings in the areas of understanding the
business and addressing the human aspects. Project managers must also address
team issues to help guide the project team. People should be recognized for their
contributions and successes and held accountable for failing to meet
commitments. Far too often, members of project teams know things aren't going
well, but bolster themselves by vowing to get caught up next week. Addressing
problems as early as possible in the project allows time to make corrections and
help keep the project on target.
If we look back at our definition of project manager, it seems like this individual
bears most of the responsibility for making projects successful. Although he or
she may delegate various tasks, the buck frequently stops with the project
manager. Because of the many hats project managers wear, the variety of skills
they must have, and the constant juggling act they must perform, it is no wonder
that highly capable and skilled project managers can be scarce and are in great
demand. Let's look at the skills, or competencies, a good project manager must
have.
Project Manager Competencies
Competencies Description
business
achievement • connects projects with corporate strategy and objectives
• partners with and involves stakeholders throughout the
process
• provides quality perspective
people
management • communicates effectively
• facilitates team process
• coaches team members to work cohesively and fosters a
spirit of collaboration
• provides resources and training to develop team members
• prepares, monitors, and controls project plan—gathers input
and adjusts as needed
problem-solving • displays initiative to show creativity and innovation
• calculates risks and prepares contingencies
• applies critical thinking to problem resolutions
• provides systems perspective
Competencies Description
influence • understands and is sensitive to interpersonal motivations and
behaviors of others
• is aware of corporate political landscape and can navigate it
effectively
• understands the implications of project decisions and
manages risks
• knows how to enlist cooperation and build consensus among
business managers, users, and IT staff
self-management • displays self-confidence, but with humility
• "walks the talk"
• has personal accountability
• works well under pressure and adverse conditions
Successful project managers combine knowledge and skills with experience in
participating and managing projects. Lessons learned from past projects can help
inform best practices to be applied to future projects. Consistent application of a
sound project management methodology along with strong interpersonal and
leadership skills enable project managers to help organizations gain strategic
advantage through successful project delivery.
References
Whitten, J. L., & Bentley, L. D. (2008). Introduction to systems analysis and
design. New York, NY: McGraw-Hill.
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