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MAN7084 Project Management

Week 10

Agile Project Management

Suhil Khan: [email protected]

Kulbir Bains: [email protected]

Teaching Team:

Session objectives

Recap of last week activity

Agile Project Management

Q & A

Last Week’s End of Session Activity

The post-implementation audit is vitally important in improving

the practice and process of project management, yet it is always so difficult to get senior management and the client to allocate the time to authorize and participate in these audits.

Knowing that, what would you as project manager do to help alleviate this problem?

Agile Project Management

Based on testimonial data collected from over 10,000 project managers from around the world, over 70 percent of projects are best managed by processes that adapt to continual learning and discovery of the project solution.

When in doubt, leave it out.

When the pain the organization is suffering from failed projects reaches some threshold, the health of the business suffers and the bottom line is affected. If all previous corrective action plans have failed, senior management is ready to listen.

—Robert K. Wysocki, PhD, President, EII Publications, LLC

Agile Project Management

History of Agile

Extensive testimonial data suggests that more than 70 percent of all projects should have used some type of Agile Project Management (APM) model but didn’t.

Simply put, APM is a collection of PMLC models that can be used to manage projects whose goals are clearly specified but whose solutions are not known at the outset of the project, these are what we call “complex projects.”

Some of the PMLC models you are already familiar with are old (Waterfall and prototyping, for example), and these may have to be adapted to the particular situation presented by the project.

Some of the PMLC models are new (Scrum and APF, for example), and even these may have to be adapted to the situation presented by the project.

The bottom line in all of the APM PMLC models is that the best-fit project management approach is dynamic and continuously adapted to the changing project situation and environment.

History of Agile

Agile Project Management

Too many project managers have tried to force fit the wrong PMLC model because that is the only model approved for use by their management, or they did so in ignorance of other models that were better choices for a management approach.

The poor project track record of many organizations is sad testimony of those poor management decisions.

Many of you and the managers above you in the organization’s chain of command have to unlearn some marginal or unproductive project management habits to make room for more effective project management habits.

Many of Agile projects address problems and business opportunities for which there has not been an acceptable solution put forth or the business opportunity has not been successfully exploited.

These projects are characterized by high complexity and uncertainty and present the organization with a significant challenge.

The fact that these high-risk projects are addressed at all means that their successful completion is critical to the business.

These projects will challenge the creative abilities of the project manager, the client team, and the development team.

Agile Project Management

History of Agile

There is a further classification of APM PMLC models: Iterative and Adaptive. Iterative PMLC models are appropriate for projects where most of the solution has been discovered - only a few minor features have not been decided.

In many cases, alternatives will be known but a final decision not made as to which to implement.

Adaptive PMLC models are appropriate for projects where per-haps very little of the solution is known.

Understanding and integrating major functions into the solution are integral to the learning and discovery part of Adaptive PMLC models.

Agile Project Management

History of Agile

There are several Agile models to choose from:

Prototyping and Evolutionary Waterfall Development are two robust Agile PMLC models that can be used for any type of project.

The four popular choices for software development are:

1. Rational Unified Process (RUP),

2. Scrum,

3. Dynamic Systems Development Method (DSDM), and

4. Adaptive Software Development (ASD).

All four are Iterative PMLC models; these models are similar in that they are designed to facilitate software solution discovery.

5. There is a fifth Adaptive PMLC model that you will also learn about called Adaptive Project Framework (APF).

Agile Project Management

History of Agile

APF is different than the other four because it was designed for both software development and non–software development projects.

The first two applications that resulted in my developing the APF model were a process design and a product design project.

The APF model’s application to product development, process design, and process improvement projects has been successfully demonstrated.

For a given Agile project, the choice of which of the two Agile PMLC model types provides a better fit will always be subjective.

Many of the Agile models also work quite well on xPM and MPx projects.

Agile Project Management (APM)

What are Agile Projects…

APM is the new kid on the block - you might even say that the development of APM is an Agile project itself.

Its history stretches back a little more than 25 years.

As recently as 2001, Agile software development was first codified through the “Agile Manifesto” (shown in the accompanying sidebar) put forth by Martin Fowler and Jim Highsmith; there were 17 signers of the original Agile manifesto.

The Agile Manifesto has been the guiding principle in all APM models, including those discussed in this book and marks the official beginning of the Agile movement.

Most of the APM models originated with software development and, as a result, are based on very specific software development practices.

Prototyping (which pre-dates APM), Evolutionary Waterfall Development, and the Adaptive Project Framework (APF) are the only APM PMLC models designed for use on any type of project.

Agile Project Management (APM)

Implementing APM Projects..

Adding more functions and features to the solution and implementing them at the same time sounds great.

The client and the end user can benefit from whatever business value can be attained, experience the solution unfolding over short time periods, work with the solution, and provide valuable feedback to the developers about further additions and changes to the solution.

But there is another side to this story, and that is the implementation of a constantly evolving solution.

Iterations and cycles are short duration—2 to 4 weeks is typical.

The end users will give up and surrender if you expect them to change how they do their work by implementing a new solution every few weeks. How about your organization? What is its organizational velocity? Can it absorb change that fast? Most can’t or won’t. So what are the client and the project manager to do? Getting frequent client feedback is critical to discovering the complete solution and ultimately to project success, but the organization can’t absorb change as fast as the APM models would like.

There is also the question of the project team’s ability to support frequent releases. Training, documentation, and a support group are needed, let’s see, what release are you using again?

Agile Project Management (APM)

Implementing APM Projects…

Fully Supported Production Versions of Partial Solutions Are Released to the End User Quarterly or Semi-Annually

This seems to fit other organizational practices for implementing change, so it won’t be viewed as anything different than what they are already doing.

The input received from the end user and others who affect or are affected by the solution should still be gathered. It will be your most valuable information.

There is a benefit in having longer periods to experiment and get comfortable with a new tool.

You will gain valuable insight into the intuitive properties of your solution and see what the learning curve looks like.

This approach does not release the project team from the need to support the quarterly releases. I mention that so that you will remember to incorporate in your project plan the effort and support time that will have to be provided.

Agile Project Management (APM)

Implementing APM Projects…

Intermediate Non-Production Versions Are Released to a Focus Group Every 2–4 Weeks

You don’t stand idly by and wait for end-user feedback from the quarterly releases.

That flies in the face of delivering business value early and often. Instead, assemble a focus group of staff and managers who are respected by their peers and who have earned the right to critique the solution.

You should ask them to commit to reviewing and critiquing every version of the solution.

You will need to take advantage of any learning curve effects from having the same focus group members reviewing the evolving solution.

The focus group should have some of the client members of the project team on it as well as a few other key end users.

A focus group of 10 members is a good working group, but use your judgment on the size.

The decision model you choose to use might also influence size—for example, do you need an odd number for voting? The project team will work very closely with the focus group on every version of the solution—both those that are released quarterly to end users and those that are not released.

The documentation, training, and support needed by the focus group to understand the non-released solutions will be minimal.

If you choose the focus group members to be a representative sample of all user groups, they can also provide limited support to the end users for the quarterly and semi-annual production versions. That way they can become a conduit from the end users back to the project team.

Co-Located APM Project Teams…

Agile Project Management (APM)

Fully Supported Production Versions of Partial Solutions Are Released to the End User Quarterly or Semi-Annually

Every proponent of APM approaches advises using small co-located teams of highly skilled professionals who are assigned 100 percent to the project and who can work without supervision.

That’s a nice goal to strive for but not too practical or likely in today’s business environment.

I haven’t encountered a single example of a co-located team among my clients for at least five years. And the likelihood that I will is decreasing.

Most of the Iterative and all of the Adaptive PMLC models require a team of highly skilled professionals. The Adaptive project teams that do use highly skilled professionals are self-organizing teams and work effectively without supervision.

One of my colleagues is managing an APM project and has never seen, nor is she ever likely to see, her teammates.

She didn’t even have the option of selecting them, and none of them are assigned to her project 100 percent. They were available, and they are distributed across the country.

There is no money in the project budget for team members to travel. She has their pictures taped to her computer. It is obvious that the success of her project rests on team members knowing what has to be done and getting it done with little or no supervision. Openness and honesty are her critical success factors.

Co-Located APM Project Teams…

Agile Project Management (APM)

Cross-Project Dependencies …

Consider this scenario.

Harry is your only data warehouse design professional, when he finishes the data warehouse design on the Alpha Project, he is scheduled to begin the data warehouse design on the Beta Project.

This raises the following management questions:

Is Harry overcommitted?

■ If Project Alpha is delayed, what is the impact on Project Beta?

■ Who decides the project priority if there is a scheduling conflict with Harry?

■ Can Harry’s work on Project Alpha be overlapped with his work on Project Beta?

■What if Harry leaves the company?

These are difficult and complex questions to answer. But they must be answered. Your risk management plan is a good place to look for most of the answers.

Agile Project Management (APM)

Project Portfolio Management …

Many of the situations that gave rise to the preceding staffing questions can be mitigated through a project-portfolio management process.

The decisions to approve a project for the portfolio can be based on a Human Resource Management System (HRMS).

That system should include the skills inventory of all professionals, their current and future commitments, and their availability for additional project assignments.

Unfortunately, not many organisations have such systems in place. Instead, they add a project to the portfolio based on its business value.

That is all well and good, but not sufficient !

Agile Project Management (APM)

Project Portfolio Management …

What is sufficient and what you might want to adopt is the Graham-Englund Model,2 which answers the following four questions:

What should we do?

What can we do?

What will we do?

How will we do it?

The answer to the first question is a list of potential projects prioritized usually by business value.

The answers to the next two questions can be based solely on the skills inventory and the availability of those skills over the planning horizon of the portfolio and the scheduling needs of the projects in the portfolio.

The effective management of the contents of the project portfolio depends on access to a solid HRMS.

There are commercially available software systems for portfolio management under a variety of resource constraints.

For maximum effectiveness, this HRMS should be housed in a Project Support Office (PSO).

Co-location of the project team members is strongly advised in the Iterative PMLC model and required in the Adaptive PMLC model, but in its absence, Agile projects can still survive and succeed.

Agile Project Management (APM)

Project Portfolio Management …

The challenge is to deliver sound management of such projects despite the challenges of physical separation and time differences.

There are all kinds of technologies to help. Web meetings, instant messaging, and electronic whiteboards are all cost-effective alternatives.

Burdening an Agile project with non-value-added work is something to be avoided.

Agile Project Management (APM)

Iterative Project Management Life Cycle

On the certainty/uncertainty line, the models are aligned from Linear to Incremental to Iterative to Adaptive to Extreme.

Both the Iterative and Adaptive models have been proposed to address the difficulty many project managers face when they try to clearly decompose requirements and are unable to do so.

In some cases that difficulty arises from the client not having a clear picture of their needs and in other cases from the solution not being known.

In either case, some type of APM approach is called for.

Agile Project Management (APM)

Iterative Project Management Life Cycle

An Iterative PMLC model consists of a number of process groups that are repeated sequentially within an iteration with a feedback loop after each iteration is completed.

At the discretion of the client, the last process group in an iteration may release a partial solution.

Iterative approaches are used when you have an initial version of the solution, but it is known to fall short in terms of features and perhaps functions.

The iterative cycles are designed to identify, select, and integrate the missing pieces of the solution.

Think of the Iterative PMLC model as a variant of production prototyping.

The intermediate solutions are production ready, but they might not be released by the client to the end user until the final version is ready.

The intermediate versions give the client something to work with as they attempt to learn and discover additional needed features.

The client would choose to release a partial solution to the end user in an attempt to get input from them on further solution detail.

Agile Project Management (APM)

Iterative Project Management Life Cycle

The Iterative PMLC model requires a solution that identifies the requirements at the function level but might be missing some of the details at the feature level; In other words, the functions are known and will be built into the solution through a number of iterations, but the details (the features) are not completely known at the beginning of the project.

The missing features will come to light as the client works with the most current solution in a prototyping sense.

The Iterative PMLC model is a learn-by-doing model.

The use of intermediate solutions is the pathway to discovering the intimate details of the complete solution.

The Iterative PMLC model embraces several types of iteration.

Iteration can be on requirements, functionality, features, design, development, solutions, and other components of the solution.

An iteration consists of the Planning, Launching, Monitoring and Controlling, and Closing Process Groups. Closing an iteration is not the same as closing the project.

Agile Project Management (APM)

Iterative Project Management Life Cycle

The Iterative PMLC model kicks in when one of the following occurs:

Most but not all of the solution is clearly known.

You might otherwise have chosen the Incremental PMLC model but have a strong suspicion that there will be more than a minimum number of scope change requests.

You might otherwise have chosen the Adaptive PMLC model but are concerned about lack of client involvement.

There is some added risk to this decision.

Iterative Project Management Life Cycle

Agile Project Management (APM)

Most of the Solution Is Clearly Known

Some of the details of the solution are missing.

The alternatives to how those details (that is, features) might be added to the solution are probably known up to a point.

All that remains is to give the client a look at how those features might be deployed in the solution and get their approval on which alternative to deploy or their recommendations for further change. This is the simplest of the Iterative situations you will encounter.

Production prototype approaches are the usual choice. As far as the project team knows, all of the functions and sub-functions have been identified and integrated into the current solution.

As features are added, there could be changes in how the functions and sub-functions are deployed in the solution, and hence, further changes are recommended- this is the nature of an Iterative approach.

It continues in this vein until the client says you are done or until time and/or money is exhausted.

Agile Project Management (APM)

Iterative Project Management Life Cycle

Likely to Be Multiple Scope Change Requests

This may just be a hunch, or this client’s reputation is one of having made many changes in past projects. It’s better to be safe than sorry.

The off-the-shelf Incremental PMLC model does not leave room in the project schedule for receiving and processing scope change requests.

Rather than risking the consequences, choose an Iterative PMLC model that does leave room in the project schedule for client and end-user feedback or the accommodation of scope change requests

Concern About Lack of Client Involvement

Coming from the Adaptive PMLC model side of the project landscape, if you have chosen to use an Iterative PMLC model, there are some risks you need to know about.

You will have some degree of meaningful client involvement but not to the degree that you feel you will need it.

Rather than depending on meaningful client involvement, you will have to guess at what the complete solution will be.

The more involved the client is, the less you will be dependent on guessing.

You might be good at guessing or just lucky, but you will still be guessing.

The more knowledge your team has of the client systems and pro-cesses, the better off you will be.

Iterative Project Management Life Cycle

Scoping Phase of an Iterative PMLC Model

Agile Project Management (APM)

The Scoping Phase of the Iterative PMLC model takes on a bit more complexity than the Scoping Phase of the Linear or Incremental PMLC models, and it requires decisions that are not part of Linear or Incremental PMLC models.

The key input for your decision to use an Iterative PMLC model is the requirements definition expressed by the Requirements Breakdown Structure (RBS).

You and the client will review and discuss the RBS, paying particular attention to how complete you both think it is.

Except in the simplest of situations, neither you nor the client can ever know for certain that the RBS is complete, this will always be a subjective decision.

My advice is to err on the side of deciding that an RBS is less complete rather than more complete.

That is, choosing an Iterative PMLC model rather than a Linear PMLC model or choosing an Adaptive PMLC model rather than an Iterative PMLC model is the safer ground

Agile Project Management (APM)

Iterative Project Management Life Cycle

Planning Phase of an Iterative PMLC Model

Planning is done at two levels in the Iterative PMLC model; the initial Planning Phase develops a high-level plan without much detail. The reason is that the full detail is not known at the initial stage. The functionality is known, and its design and development can be planned across any number of iterations.

There are two ways to structure the high-level plan in the Iterative PMLC model.

The Complete Plan for Building the Known Solution

The first iteration in this plan may be of long duration in order to accommodate building a production version of the entire but incomplete known solution.

If you feel that this iteration will be too long, then you might consider using a tool to model the solution instead.

You will use that model throughout the entire project and create the production version of the complete solution at the end of the project.

Agile Project Management (APM)

Iterative Project Management Life Cycle

Planning Phase of an Iterative PMLC Model

The Partial Plan for the High-Priority Functions

For this approach, you will begin the partial plan by prioritizing the functions and features in the initial RBS. The rule for prioritization will most likely be business value so that the deliverables from an iteration can be released to the end user, if the client so chooses. Alternatively, the prioritization might be based on risk or complexity: high-risk functions at the top of the list or high-complexity functions at the top of the list.

By developing these functions early in the project, you ensure the successful completion of the project. In some cases, all the known functions and features will be developed in the first few iterations.

Later iterations then drill down to possible areas for further identification and development of features.

This is probably the most efficient of all the development alternatives you might consider.

Yet another strategy would be to develop the high-risk parts of the system first.

That removes one of the major variables that could adversely affect the project if left to a later iteration. A final rule may be to satisfy as many users as possible with your choice of functions or features.

Agile Project Management (APM)

Iterative Project Management Life Cycle

Launching Phase of an Iterative PMLC Model

There is a significant difference between the project team for a Traditional Project Management (TPM) project and the project team for an APM project.

The team profile for an Iterative PMLC model can be somewhat relaxed, whereas the profile for the Adaptive PMLC model should be adhered to as closely as possible.

In addition to the team differences that you have to consider, there is one major difference in the way scope change is dealt with.

In TPM projects, there must be a formal scope change management process (That is not the case in an APM project)

There is no need for a formal scope change management process in an APM project, because all of the learning and discovery that takes place during an iteration in an APM project is saved and reviewed between iterations.

The items in the Scope Bank are prioritized for integration into the solution in a later iteration.

Differences Between, a TPM Project Team and an APM Project Team

Agile Project Management (APM)

Iterative Project Management Life Cycle

Monitoring and Controlling Phase of an Iterative PMLC Model

In the Iterative PMLC model, the Monitoring and Controlling Phase begins to change.

Because of the speculative nature of the iterative strategy, much of the heavy documentation and status reporting gives way to more informal reporting.

Much of that formalism becomes non-value-added work and begins to burden the team with tasks that do not bring them any closer to the final solution.

You want to be careful not overload the architects and developers with those types of tasks.

Let them remain relatively free to pursue the creative parts of the project.

During the between-iteration reviews, you should review the status and progress of solution definition and make any needed adjustments.

Agile Project Management (APM)

Iterative Project Management Life Cycle

Closing Phase of an Iterative PMLC Model

The Closing Phase for the Iterative PMLC model is similar to the Closing Phase for the TPM PMLC model in that there are client-specified criteria that must be met in order for the iteration or cycle deliverables to be considered complete.

Those criteria were specified during iteration planning.

Each iteration has closing criteria, but only regarding the iteration deliverables for that cycle.

The only difference is that the project might end (all of the time and/or money has been used), and there might still be features not integrated into the solution.

These are noted in the final report and are to be considered whenever the next version of the solution will be commissioned.

Lessons learned take on an additional dimension.

What did the team and the client learn about doing projects following the Iterative PMLC model?

How can the approach be improved for the next iteration or project?

Agile Project Management (APM)

Adaptive Project Management Life Cycle

The Adaptive models are more appropriate for projects involving higher levels of uncertainty and complexity than the Iterative models.

In that sense, they fill a void between the Iterative and Extreme models.

Adaptive models are more useful than Iterative models in those situations where very little is known about the solution.

Keep in mind that solution discovery is still the focus of these models.

Each iteration in the Adaptive models must address not only task completion for newly defined functions and features, but also further solution definition through function and feature discovery.

It is the discovery part of the Adaptive PMLC models that sets them apart from the Iterative PMLC models.

Definition

An Adaptive PMLC model consists of a number of phases that are repeated in cycles, with a feedback loop after each cycle is completed.

Each cycle proceeds based on an incomplete and limited understanding of the solution.

Each cycle learns from the preceding cycles and plans the next cycle in an attempt to converge on an acceptable solution.

At the discretion of the client, a cycle may include the release of a partial solution.

Unlike the Iterative PMLC model where some depth of the solution is not known (features, for example), the Adaptive PMLC model is missing both depth and breadth of the solution.

Adaptive Project Management Life Cycle

Agile Project Management (APM)

With the exception of using the term “cycles” in place of “iterations,” the Process Group–level diagram for the Adaptive PMLC model is identical to the Iterative PMLC model.

But the similarity ends there, there is only one Adaptive model.

It is the Adaptive Project Framework (APF). APF was built to be applicable to any type of project. For that reason, I offer a more in-depth discussion of APF. APF thrives on learning, discovery, and change.

In time, and with enough cycles, you hope that an acceptable solution will emerge.

Adaptive Project Management Life Cycle

Adaptive PMLC model, as with other Agile approaches, the degree to which the solution is known might vary over a wide range from knowing a lot but not all (projects that are a close fit for the Iterative PMLC models) to knowing very little (projects that are a close fit for the Adaptive PMLC models).

The less that is known about the solution, the more risk, uncertainty, and complexity will be present.

To remove the uncertainty associated with these projects, the solution has to be discovered.

That will happen through a continuous change process from cycle to cycle; that change process is designed to create convergence to a complete solution.

In the absence of that convergence, Adaptive projects are frequently cancelled and restarted in some other promising direction

Agile Project Management (APM)

Adaptive Project Management Life Cycle

Scoping Phase of an Adaptive PMLC Model

The Scoping Phase of the Adaptive PMLC model is a high-level activity because not much is known about the solution.

The missing functions and features have to be discovered and learned through repeated cycles much like the Iterative SDPM strategy.

For the Adaptive PMLC model, the scoping activities merely set the boundaries and the high-level parameters that will be the foundation on which you proceed to learn and discover.

As part of the Scoping Phase deliverables, you will document requirements, as you know them; functionality, as you know it; and features, if you know any. In addition, you will specify the number of cycles and cycle length for the first cycle.

If you have enough insight into the solution, you might tentatively map out the cycle objectives at a high level.

A partial high-level Work Breakdown Structure (WBS) can help complete this exercise.

Planning Phase of an Adaptive PMLC Model

At this point in the Adaptive PMLC model, planning is done for the coming cycle.

High-level planning was done as part of the Scoping Phase. Based on the known functionality and features that will be built in the coming cycle, a detailed plan is developed.

This plan utilizes all of the tools, templates, and processes that were defined for the Planning Process Group.

Agile Project Management (APM)

Agile Project Management (APM)

Adaptive Project Management Life Cycle

Launching Phase of an Adaptive PMLC Model

The Launching Phase will be the same as discussed in the Iterative PMLC model.

The launch activities will include establishing team operating rules, the decision-making process, conflict management, team meetings, and a problem-solving approach.

The only difference will be defining the approach that will be used to establish subteams and their work plan to accommodate concurrent swim lane tasks.

Monitoring and Controlling Phase of an Adaptive PMLC Model

As you move from the Iterative PMLC model to the Adaptive PMLC model, there is a marked shift from formality to informality when it comes to this phase.

That move to informality makes room for the marked increase in creativity that the team is called upon to deliver.

Creativity and formality are not comfortable bedfellows. You need to give the team and the client the best opportunity you can to be successful and that means relaxing the need for status reporting and strict control of the schedule.

The nature of these projects is that they are focused on delivering value rather than being focused on meeting time and cost criteria.

Adaptive Project Management Life Cycle

Agile Project Management (APM)

Closing Phase of an Adaptive PMLC Model

The Closing Phase produces the typical artefacts: lessons learned, validation of success criteria, and so forth.

In addition to those, you might have items left in the Scope Bank that were not included in any cycle build.

These are to be documented and held for the next version of the solution.

Adapting and Integrating the APM Toolkit

The APMPMLC models define a world that is a fascinating challenge to the chefs and an overwhelming problem for the cooks.

The chefs will consider the current characteristics of the project goal and solution; reach into their tools, templates, and processes for the best fit; and adapt it to the project.

In many cases, their creativity will be brought to bear on their management needs.

The cooks will try to use an APMPMLC model right out of the box and fail.

Their organization may have constrained them to one of just a few established PMLC choices and sown the seeds of failure.

I’ll give them the benefit of the doubt and allow that they may well pick the best-fit tool, template, or process and then try to force fit it to the project.

Frustration and high failure rates are the predictable result.

Adapting and Integrating the APM Toolkit continue…

If you are going to be a chef, you have to be flexible and discerning about what you are doing.

There is no substitute for thinking, and you must be thinking all of the time to stay on top of an APM project.

Therefore, I’m going to describe some typical situations that demand flexibility and adaptability.

This section gives you a quick look at each part of the APM PMLC model to see how you might use Process Group tools, templates, and processes to best advantage in an APM project

Agile Project Management (APM)

Agile Project Management (APM)

Conclusion

Using Iterative and Adaptive PMLC models can be among the most challenging and fulfilling experiences you might have as a project manager.

These models have many similarities and differences.

Projects are dynamic efforts and conditions could suggest changing your choice of model and how best to use it.

There are many more choices for those who are interested.

Learning to be successful with Agile projects is as much an art as it is a science.

Agile projects are definitely calling upon you to be a chef and not a cook

Any questions?

Reading Materials

Core Textbook

Wysocki, R, K; (2009), Effective Project Management: traditional, agile, extreme–5thedition, Indianapolis, Wiley. http:// capitadiscovery.co.uk/bcu/items/1091130

Other useful Textbooks–or any Project Management book

Cobb, C, G: (2011) Making sense of agile project management: balancing control and agility. Hoboken, N:J Wiley http:// capitadiscovery.co.uk/bcu/items/1138767

Maylor, H (2010) Project Management. Harlow: Prentice Hall Financial Times http:// capitadiscovery.co.uk/bcu/items/1047967

powerpoint/MAN7084 Week 7 Project Management - Lab 1.pptx

Project Management

Week 7 Lab 1 Workshop – Project Management Tools

Project Management Tools Lab / Practical Session 1 -Overview

Session objectives

Last week recap

Assessment recap

Last week’s activity

Project Management Scoping and Project Scheduling

Questions?

Activity

2

3

Tools / Methodologies:

Work Breakdown Structure (WBS)

Gantt Charts

PERT / CPM (Program Evaluation and Review Technique /

Critical Path Method)

Project Management Tools

25

Download and practice with Project Management Software:

Download Project Libre

Windows Link

Mac OS Link

Alternatively try use Microsoft Project – Free Trial https://products.office.com/en-us/project/project-professional-

desktop-software

25

Once you have the software open, now follow the next slides on your laptop and desktops screens.

6

Microsoft Project

7

Microsoft Project

8

Microsoft Project

9

Microsoft Project

The Project Software

Home Page

10

Microsoft Project – Entering Data

11

Software – Entering Data

12

Software – Gant / PERT charts

Software – Critical Path Analysis

Red bars – highlight the critical path of the precedence table… should these events experience any time delay, the overall project will be delayed.

Purple bars – highlight none critical path of the precedence table… time delays here typically do not extend the

overall project timescale.

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Software – Resource Utilisation

15

Software – Resource Utilisation

Each project resource cannot be utilised more than 100%!

The earlier precedence table

Some software helps to “flatten” resources

automatically e.g. Microsoft Project. Other software, e.g. Project Libre requires this to be done manually.

16

Work Breakdown Structure (WBS):

Advantages / Limitations?

Project Management Tools

17

Work Breakdown Structure (WBS):

Project Management Tools

18

Gantt charts:

Advantages / Limitations?

Project Management Tools

19

PERT / CPM: Program Evaluation and Review Technique / Critical Path Method

Advantages / Limitations?

Project Management Tools

Project Management

Project Management Scheduling Activity

In the context of Insert your theme/industry; explore project scheduling, with the aim of applying the use of Gantt charts to enable the planning and control of respective projects.

Planning of Projects

Sequencing project activities and milestones Logical order…

Interrelation between activities will exist… Stakeholders

Scheduling (Timing)

Timing/estimates of project activities and milestones Typically referred to as activity duration…

Also incur an Interrelation between activities

Estimating Activity Duration

Crucial to success of project

They underpin a number of key performance measures:

Estimating Activity Duration

Crucial to success of project

They underpin a number of key performance measures:

Estimating Activity Duration

Use of historical data to predict for future events Trial timings

Use of probabilistic method…

Probabilistic “weighted” method

Optimistic (a) = Minimum Likely (m) = Normal Pessimistic (b) = Longest

Probabilistic “Beta weighted” method Optimistic (m) = Minimum 24hrs

Likely (n) = Normal 48hrs Pessimistic (l) = Longest 96hrs

“Beta” weighed average = m+4n+l/6

Student Activity

With reference to the principles of scheduling carry out an analysis of the primary activities for a project of your choice.

19

Any questions?

Reading Materials

Core Textbook

Wysocki, R, K; (2009), Efffective Project Management: traditional, agile, extreme – 5th edition, Indianapolis, Wiley. http://capitadiscovery.co.uk/bcu/items/1091130

Other useful Texbooks – or any Project Management book

Cobb, C, G: (2011) Making sense of agile project management: balancing control and agility. Hoboken, N:J Wiley http://capitadiscovery.co.uk/bcu/items/1138767

Maylor, H (2010) Project Management. Harlow: Prentice Hall Financial Times http://capitadiscovery.co.uk/bcu/items/1047967

20

powerpoint/MAN7084 Week-Session 3 PM Process Groups.pptx

Week/Session 3

Project Management Process Groups

Input Session

Teaching Team:

Kulbir Bains - [email protected]

Suhel Khan - [email protected]

MAN7084 Project Management

Session objectives

Last week recap

Assessment recap

Project Management Process Groups

Questions?

Activity

Project Management Landscape

Examine the different types of projects:

traditional; agile, extreme and emertxe.

Projects are not viewed in isolation

The enterprise/organisation will have collections of all types of projects running in parallel and drawing on the same limited resources, therefore, management have to make a decision.

Every project must have a goal and a solution.

A number of metrics can be use to quantify these characteristics, but the simplest and most intuitive will be two values: clear and complete or not clear and incomplete.

Two values for each characteristic generate the four- quadrant matrix.

Project Management Landscape

Examine the different types of projects: traditional; agile, extreme and emertxe.

These values are theoretical, not quantifiable,

and their interpretation is certainly more personal/expert opinion

A given project can display various degrees of clarity.

The message in this landscape is that the transition from quadrant

to quadrant is continuous and fluid.

To further label these projects:

Traditional projects are found in Quadrant 1;

Agile projects are found in Quadrant 2;

Extreme projects are found in Quadrant 3; and

Emertxe (pronounced ee-MERT-zee)

projects are found in Quadrant 4.

Project Management Landscape

Every project that ever existed or will exist, falls into only one of these

four quadrants at any point in time.

This landscape is not affected by external changes of any kind, but It is a robust landscape that will remain in place regardless.

The quadrant in which the project lies will provide an initial guide to choosing a best-fit project management life cycle (PMLC) model and adapting its tools, templates, and processes to the specific characteristics of the project.

As the project work commences and the goal and solution become clearer, the project’s quadrant can change, and perhaps the PMLC will then change as well; how- ever, the project is always in one quadrant.

The decision to change the PMLC for a project already underway may be a big change and needs to be seriously considered due to the costs, benefits, advantages, and disadvantages are associated with a mid-project change of PMLC.

Examine the different types of projects: traditional; agile, extreme and emertxe.

Project Management Landscape

You may have heard of the term “Iron Triangle.” It refers to the relationship between Time, Cost, and Scope.

These three variables form the sides of a triangle and are an interdependent set.

If any one of them changes, at least one other variable must also change to restore

balance to the project.

Consider the following constraints that operate on every project:

- Scope ■ Quality ■ Cost ■ Time ■ Resources ■ Risk

Except for Risk these constraints form an interdependent set—a change in one constraint can require a change in one or more of the other constraints in order to restore the equilibrium of the project.

In this context, the set of five parameters form a system that must remain in balance for the project to be in balance.

The Scope Triangle

Project Management Landscape

Scope

Scope is a statement that defines the boundaries of the project.

It tells not only what will be done, but also what will not be done. In the information systems industry, scope is often referred to as a functional specification.

In the engineering profession, it is generally called a statement of work.

Scope may also be referred to as a document of understanding, a scoping statement, a project initiation document, or a project request form

Whatever its name, this document is the foundation for all project work to follow.

It is critical that the scope be correct.

The Scope Triangle

Project Management Landscape

Quality

The following two types of quality are part of every project:

Product quality—The quality of the deliverable from the project. As used here

“product” includes tangible artefacts like hardware and software as well as

business processes.

The traditional tools of quality control, are used to ensure product quality.

Process quality—The quality of the project management process itself.

The focus is on how well the project management process works and how it can be improved.

Continuous quality improvement and process quality management are the tools used to measure process quality.

The Scope Triangle

Project Management Landscape

The Scope Triangle

Cost

The financial cost of doing the project is another variable that defines the project.

It is best thought of as the budget that has been established for the project.

This is particularly important for projects that create deliverables that are sold either commercially or to an external customer.

Cost is a major consideration throughout the project management life cycle.

The first consideration occurs at an early and informal stage in the life of a project.

The client can simply offer a figure about equal to what he or she had in mind for the project.

Depending on how much thought the client put into it, the number could be fairly close to or wide of the actual cost for the project.

Project Management Landscape

Time

The client specifies a time frame or deadline date for the project completion. To a certain extent, cost and time are inversely related to one another.

The time a project takes to be completed can be reduced, but costs increase as a result.

Time is an interesting resource.

It can’t be inventoried. It is consumed whether you use it or not. The objective for the project manager is to use the future time allotted to the project in the most effective and productive ways possible.

Future time (time that has not yet occurred) can be a resource to be traded within a project or

across projects.

Once a project has begun, the main resource available to the project

manager to keep the project on schedule or get it back on schedule is time.

A good project manager realizes this and protects the future time resource carefully.

The Scope Triangle

Project Management Landscape

Resources

Resources are assets such as people, equipment, physical facilities, or inventory that have limited availabilities, can be scheduled, or can be leased from an outside party.

Some are fixed; others are variable only in the long term. In any case, they are central to the scheduling of project activities and the orderly completion of the project.

For systems development projects, people are the major resource.

Another valuable resource for systems projects is the availability of computer processing time (mostly for testing purposes), which can present significant problems to the project manager with regard to project scheduling.

The Scope Triangle

Project Management Landscape

The Scope Triangle

Risk

Risk is not an integral part of the scope triangle, but it is always present and spans all parts of the project both external as well as internal, and therefore it does affect the management of the other five constraints.

Projects are dynamic systems

that must be kept in balance

Project Management Landscape

The geographic area inside the triangle represents the scope and quality of the project.

Lines representing time, cost, and resource availability bound scope and quality.

Time is the window of time within which the project

must be completed.

Cost is the financial budget available to complete the

project.

Resources are any consumables used on the project.

People, equipment availability, and facilities are

examples.

The Scope Triangle

Project Management Landscape

The project plan will have identified the time, cost, and resource availability needed to deliver the scope and quality of a project.

In other words, the project is in equilibrium at the completion of the project planning session and approval of the commitment of resources and dollars to the project.

The scope triangle offers a number

of insights into the changes that

can occur in the life of the project.

The Scope Triangle

Project Management Landscape

Project classification

There are many ways to classify a project such as:

By size (cost, duration, team, business value, number of departments affected, and so on)

By type (new, maintenance, upgrade, strategic, tactical, operational)

By application (software development, new product development, equipment installation, and so on)

By complexity and uncertainty

Project Management Landscape

Today’s Project Environment

The modern project environment is branded by high speed, high change,

lower costs, complexity, uncertainty, and a host of other factors.

This presents a daunting challenge to the project manager.

High Speed

The faster products and services get to market, the greater will be the resulting value to the business.

Current competitors are watching and responding to unmet opportunities, and new competition is waiting and watching to seize upon any opportunity that might give them a foothold or expansion in the market.

Any weakness or delay in responding may just give them that advantage. This need to be fast translates into a need for the project management approach to not waste time—to rid itself, as much as possible, of spending time on non-value added work.

Many of the approaches you will study are built on that idea, the window of opportunity is narrowing and constantly moving

Project Management Landscape

Today’s Project Environment

High Change

Clients are often making up their minds or changing their minds about what they want.

The environment is more the cause of high change than is any ignorance on the part of the client.

The business world is dynamic, it doesn’t stand still just because you are managing a project.

The best-fit project management approach must recognise the realities of frequent change,

accommodate it, and embrace it.

For experienced project managers as well as “wannabe” project managers, the road to breakthrough performance is uncertain and they need to be courageous, creative, and flexible.

If you simply rely on a routine application of someone else’s methodology, you are sure to fall short of the mark.

Project Management Landscape

Lower Cost

With the reduction in management layers (a common practice in many organisations) the

professional staff needs to find ways to work smarter, not harder.

Project management includes a number of tools and techniques that help the professional manage increased workloads.

Staffs need to have more room to do their work in the most productive ways possible. Burdening them with overhead activities for which they see little value is a sure way

to failure.

Drucker asks, “Why employ middle managers?” As technology advances and acceptance of

these ideas grows, we have seen the thinning of the layers of middle management.

Do not expect them to come back; they are gone forever, the effect on project managers is predictable and significant.

Hierarchical structures are being replaced by organisations that have a greater dependence on projects and project teams, resulting in more demands on project managers.

Today’s Project Environment

Project Management Landscape

Today’s Project Environment

Increasing Levels of Complexity

All of the simple problems have been solved but those that remain are getting more complex with each passing day.

At the same time that problems are getting more complex, they are

getting more critical to the enterprise.

They must be solved, we don’t have a choice. Not having a simple method for managing such projects is no excuse.

They must be managed, and we must have an effective way of managing them.

Project Management Landscape

More Uncertainty

With increasing levels of complexity comes increasing levels of uncertainty. The two are inseparable.

Adapting project management approaches to handle uncertainty means that the approaches must not only accommodate change, but also embrace it and become more effective as a result of it.

Change is what will lead the team and the client to a state of certainty with respect to a viable solution to its complex problems.

Therefore, project manager must have management approaches that expect change and benefit from it

Today’s Project Environment

Review of Last Week’s Activity

Continue to explore a suitable project for your module assessment

• Compare and contrast the two definitions of a project – which do you prefer?

• Where would you be able to bring about cost savings as a program manager for an organisation you are familiar with?

• Discuss these using the standard project constraints.

Project Management Landscape

Today’s Project Environment

Understanding the project landscape Wysocki (2014:3), provides a highly

practical framework / landscape in which we can begin to classify projects:

the extent a project has a clear or unclear goal

the extent a project has a clear or unclear solution.

Viewing projects through this simple framework;

we can begin to categorise all past, current and

future projects in one of the four quadrants.

The quadrant where the project lies provides an initial Perspective as to which specific project management life cycle (PMLC) can be adopted to best manage the project

Project Management Landscape

Today’s Project Environment

The scope triangle

Viewing projects through this simple framework help to categorise all past, current and future projects in one of the four quadrants.

The quadrant where the project lies provides an initial perspective as to which specific project management life cycle (PMLC) can be adopted to best manage the project.

Project Management Process Groups

Define the 5 Process Groups

The project landscape helps determine which Project Management Life Cycle (PMLC) model works best.

All PMLCs are constructed from five Process Groups:

Scoping;

Planning;

Launching;

Monitoring & Controlling; and

Closing.

The five Process Groups were originally defined by the

Project Management Institute (PMI) in their standards guidelines called:

“A Guide to the Project Management Body of Knowledge (PMBOKGuide)”.

24

Project Management Process Groups

Define the 5 Process Groups

A valid project management methodology must answer, whatever project management life cycle model that is used must contain all of the following Process Groups:

Scoping Process Group (which PMI calls the Initiating Process Group)

Planning Process Group

Launching Process Group (which PMI calls the Executing Process Group)

Monitoring and Controlling Process Group

Closing Process Group

These five Process Groups are the building blocks of every (Project Management Life Cycle).

In the simplest of cases, Linear TPM, the Process Groups will each be completed once and in the sequence listed here.

In more complex situations, some or all of the Process Groups might be repeated a number of times.

Project Management Process Groups

The Scoping Process Group

The PMBOKGuide includes scoping in the Initiating Process Group.

However, the term initiating can be confusing if you are new to project management.

The term scoping to be clearer. Scoping comes before Planning.

This Process Group includes all processes related to answering two questions:

“What business situation is being addressed?” and

“What does the business need to do?”

It does not include any processes related to doing any project work.

That project work is defined in the Planning Process Group to be done later in the project life cycle.

The Scoping Process Group also includes establishing the business success criteria that will be the metrics used to answer the question “How will you know you did it?”

Define the 5 Process Groups

Project Management Process Groups

Define the 5 Process Groups

The Scoping Process Group

The Scoping Process Group includes the following processes:

Identifying stakeholders

Recruiting the project manager

Eliciting the true needs and high-level requirements of the client

Documenting the client’s needs

Writing a one-page description of the project

Gaining senior management approval to plan the project.

As you can see, the successful completion of the Scoping Process Group is to gain the approval of senior management to move to the next phase of the project.

Be advised, however, that not all projects are approved to go to the Planning Phase.

In every PMLC, the next phase will be defined by the Planning Process Group.

For some models that planning will include the entire project, and for others it will encompass only the first cycle or iteration of the project.

Project Management Process Groups

Define the 5 Process Groups

The Planning Process Group

The Planning Process Group includes all processes related to answering two questions: “What will you do?” and “How will you do it?” These processes are as follows:

Defining all of the work of the project

Estimating how long it will take to complete the work

Estimating the resources required to complete the work

Estimating the total cost of the work

Sequencing the work

Building the initial project schedule

Analysing and adjusting the project schedule

Writing a risk management plan

Documenting the project plan

Gaining senior management approval to launch the project

Project Management Process Groups

Define the 5 Process Groups

The Launching Process Group

The PMBOKGuide calls this the Executing Process Group, it is that and more.

The Launching Process Group includes all processes related to recruiting and organizing the team and establishing the team operating rules.

These processes are preparatory to executing the project.

The Launching Process Group also includes all of the processes related to getting the project work started.

These would be the executing processes.

The Launching Process Group includes the following processes:

Recruiting the project team

Writing a project description document

Establishing team operating rules

Establishing the scope change management process

Managing team communications

Finalizing the project schedule

Writing work packages

Project Management Process Groups

Define the 5 Process Groups

The Launching Process Group

All of these processes relate more to the art of project management than to the science of project management. During the execution of this Process Group, the entire team may be coming together for the first time.

There will be client members and your delivery team members present.

Perhaps they are mostly strangers to one another.

At this point, they are nothing more than a group.

They are not yet a team but must become one in very short order.

The project manager will conduct that first team meeting with care, giving team members an opportunity to introduce themselves to each other and explain what they bring to the project.

Project Management Process Groups

Define the 5 Process Groups

The Monitoring and Controlling Process Group

The Monitoring and Controlling Process Group includes all processes related to answering the question, “How will you know you did it?” The Monitoring and Controlling Process Group includes all processes related to the ongoing work of the project. These processes are as follows:

Establishing the project performance and reporting system

Monitoring project performance

Monitoring risk

Reporting project status

Processing scope change requests

Discovering and solving problems.

Here is where the real work of the project takes place.

It occupies the project manager with activities internal to the project team itself and with activities external to the project team and dealing with the client, the sponsor, and your senior management.

As problems and change requests arise, the strength of your relationship with your client will in large measure contribute to the success or failure of the project.

Project Management Process Groups

The Closing Process Group

The Closing Process Group includes all processes related to the completion of the project-

, including answers to the question, “How well did you do?”

These processes are as follows:

Gaining client approval of having met project requirements

Planning and installing deliverables

Writing the final project report

Conducting the post-implementation audit.

The end is finally coming into sight, the client is satisfied that you have met the acceptance criteria, and it’s time to install the deliverables and complete the administrative closedown of the project.

Project Management Process Groups

Explore the ten project management Knowledge Areas

The ten Knowledge Areas are part of the PMBOKGuide and all are present in every project management life cycle.

They define the processes within each Process Group and often are part of more than one Process Group.

1.Project Integration Management

This Knowledge Area addresses the glue that links all of the deliverables from the Process Groups into a unified whole.

Also, the linkage begins with the project description document and extends to the project plan and its execution, including monitoring progress against the project plan and the integration of changes, and finally through to project closure.

Project Management Process Groups

Explore the ten project management Knowledge Areas

2. Project Scope Management

The major focus of the Project Scope Management Knowledge Area is the identification and documentation of client requirements.

Other ways exist to approach requirements gathering and documentation.

The choice of which approach or approaches to use depends on several factors.

Following requirements gathering and documentation - you choose the best-fit project management life cycle and develop the Work Breakdown Structure (WBS) that defines the work to be done to deliver those requirements.

That prepares the team and the client with the information they need to estimate time, cost, and resource requirements.

The Project Scope Management Knowledge Area overlaps the Scoping and the Planning Process Groups.

Project Management Process Groups

Explore the ten project management Knowledge Areas

3. Project Time Management

Project Time Management includes both a planning component and a control component.

The planning component provides time estimates for both the duration of a project task (that is, how long will it take in terms of clock time to complete the task) and the actual effort or labour time required to complete the task.

The duration is used to estimate the total time needed to complete the project.

The labour time is used to estimate the total labour cost of the project.

The control component is part of the Monitoring and Controlling Process Group and involves comparing estimated times to actual times as well as managing the schedule and cost variances.

Project Management Process Groups

Explore the ten project management Knowledge Areas

4. Project Cost Management

Project Cost Management includes both a planning component and a control component.

The planning component includes building the project budget and mapping those costs into the

project schedule.

This provides a means of controlling the consumption of budget across time.

Variance reports and earned value reports are used in the Monitoring and Controlling Process Group.

Project Management Process Groups

Explore the ten project management Knowledge Areas

5.Project Quality Management

Good quality management is probably one of the Knowledge Areas that gets a rather casual

treatment by the project manager and the team.

A good quality management program contains the following three processes:

Quality planning process

Quality assurance process

Quality control process

The focus on quality is usually on the product or deliverable that is produced. If it meets specific physical and performance characteristics, it will be validated as fit for use and can be released to the client.

Validation that a product is fit for use is the result of the product passing certain tests at various points in the product development

life cycle.

Passing these tests allows the product to pass to the next stage of development, failure to pass a test leads to reworking the

product until it passes or to outright rejection if reworking the product to remove whatever defects were discovered does not make

good business sense.

Quality in this context means the product meets the following criteria:

It’s fit for use.

It meets all client requirements.

It delivers on time, within budget, and according to specification.

Project Management Process Groups

Explore the ten project management Knowledge Areas

5. Project Quality Management

Quality Planning Process

There will be standards that the product and the process will have to meet.

These may be external to the organization (federal or agency quality requirements) or internal (company policies and guidelines).

In addition, there will be project-specific requirements that must be met and quality planning must integrate all of these into a cohesive program.

Quality Assurance Process

- Quality assurance includes activities that ensure compliance to the plan.

Quality Control Process

- This process involves the actual monitoring of the project management monitoring and

reporting tools.

Project Management Process Groups

6. Project Human Resource Management

Some would suggest that the job of the project manager is to manage the work of the project.

They would add that it is not the job of the project manager to manage the members of the team, and management of the team members is the province of their line manager.

In a ideal world, this might be acceptable management practice, but in the contemporary project world, the situation is quite different.

More than likely your request for a certain profile of skills and experiences among your team members will not be met by those who are assigned to work on your project.

Skill shortages, unavailability of a specifically skilled person, and other factors will result in a less-than-adequate team.

The line manager is responsible for assigning people to projects in accordance with each person’s skill and competency profile as well as his or her career and professional development plans.

Once a person is assigned to a project, it is then the project manager’s responsibility to make assignments in accordance with the person’s skill and competency profile and their professional development plans.

Explore the ten project management Knowledge Areas

Project Management Process Groups

7. Project Communications Management

At the heart of many of the top ten reasons why projects fail is poor communications.

As many as 70 percent of the IS/IT project failures can be traced back to poor communications.

It is not difficult to plan an effective communications management process, but it seems to be very difficult to execute that plan.

A good communications management process will have provisions in the process that answer the following questions:

Who are the project stakeholders?

What do they need to know about the project?

How should their needs be met?

Explore the ten project management Knowledge Areas

Project Management Process Groups

Explore the ten project management Knowledge Areas

7. Project Communications Management

Who Are the Project Stakeholders?

Any person or group that has a vested interest in the project is a stakeholder.

Those who are required to provide some input to the project affect the project and are therefore stakeholders.

They may not be willing stakeholders, but they are stakeholders nevertheless.

Those who are affected by the project are stakeholders.

Often they are the same group requesting the project, in which case they will be willing stakeholders.

There will also be unwilling stakeholders who are affected by the project but had little or no say in how the project actually delivered against stated requirements.

The project manager needs to be aware of all these stakeholder groups and communicate appropriately to them.

Project Management Process Groups

Explore the ten project management Knowledge Areas

7. Project Communications Management

What Do They Need to Know about the Project?

There will be a range of concerns and questions coming from every stakeholder group. Some of the more commonly occurring are as follows:

What input will I be required to provide the project team?

How can I make my needs known?

When will the project be done?

How will it affect me?

Will I be replaced?

How will I learn how to use the deliverables?

Your communications management plan will be effective only if it accounts for each group and their individual needs.

Project Management Process Groups

Explore the ten project management Knowledge Areas

How Should Their Needs Be Met?

This depends on the purpose of the communication.

If it’s to inform, there will be many alternatives to choose from.

If it’s to get feedback, you have fewer alternatives from which to choose.

7. Project Communications Management

Project Management Process Groups

Explore the ten project management Knowledge Areas

How Should Their Needs Be Met?

This depends on the purpose of the communication.

If it’s to inform, there will be many alternatives to choose from.

If it’s to get feedback, you have fewer alternatives from which to choose.

Project Management Process Groups

Explore the ten project management Knowledge Areas

8. Project Risk Management

In project management, a risk is some future event that happens with some probability and results in a change, either positive or negative, to the project. For the most part, risk is associated with loss, at least in the traditional sense.

A risk event is associated with a loss of some type, the result might be a cost increase, a schedule slippage, or some other catastrophic change, and the cost of loss can be estimated.

The estimate is the mathematical product of the probability that the event will occur and the severity of the loss if it does.

This estimate will force the project manager to make a choice about what to do, if anything, to mitigate the risk and reduce the loss that will occur.

This estimate is the basis of a series of choices that the project manager has to make. First of all, should any action be taken?, and if the cost of the action exceeds the estimated loss, no action should be taken. Simply hope that the event doesn’t occur.

The second choice deals with the action to be taken, if action is called for, what form should it take? Some actions may simply reduce the probability that the event will occur.

Other actions will reduce the loss that results from the occurrence of the event. It is usually not possible to reduce either the probability or the loss to zero.

Whatever actions are taken will only tend to reduce the loss in the final analysis.

Project Management Process Groups

Explore the ten project management Knowledge Areas

8. Project Risk Management

Risk management is a broad and deep topic,

A number of reference books on the topic are available.

The risk analysis and management process should answer the following questions:

What are the risks?

What is the probability of loss that results from them?

How much are the losses likely to cost?

What might the losses be if the worst happens?

What are the alternatives?

How can the losses be reduced or eliminated?

Will the alternatives produce other risks?

To answer these questions, the following sections define risk management in four phases:

identification of risk; assessment of risk; risk response planning, and monitoring and controlling.

Project Management Process Groups

8. Project Risk Management

There are four risk categories:

Technical Risks Project

Management Risks

Organizational Risks

External Risks

Activity

Use the blank sheet/space to identify any risk on each category

Project Management Process Groups

Explore the ten project management Knowledge Areas

There are four risk categories:

Technical Risks Project

Management Risks

Organizational Risks

External Risks

8. Project Risk Management

Risk Mitigation

The next step in risk management is

to plan, as much as possible,

the responses that will be used if

the identified risks occur

For all the risks listed in the risk identification that you choose to act upon, you should have some type of

action in mind.

It’s not enough to simply list the risks; you need to plan to do something about the risk events should they occur.

Project Management Process Groups

Explore the ten project management Knowledge Areas

9.Project Procurement Management

The Project Procurement Management Knowledge Area consists of processes that span the Planning, Launching, Monitoring and Controlling, and Closing Process Groups.

An effective procurement management life cycle consists of the following five phases:

. Vendor solicitation (2). Vendor evaluation (3). Vendor selection (4). Vendor

(5). Contracting and (5). Vendor management.

As a project manager, you will always have projects for which you must obtain hardware, software, or services from outside sources.

This process is known as procurement, which requires the professional project manager to have a basic understanding of the acquisition procedure so that he or she can ensure that the organisation is getting the right materials at the best cost or the best services at the best cost.

Project Management Process Groups

Explore the ten project management Knowledge Areas

9. Project Procurement Management

Vendor Solicitation

After you’ve done your requirements gathering and have made the decision that you need an outside vendor.

Then you can begin to prepare procurement documents for solicitation. These documents, called Requests for Proposals (RFPs), are what vendors use to determine if and how they should respond to your needs.

The clearer the RFP, the better off you and the vendor are, because you will be providing basic information about what you want (don’t forget about the earlier discussion of needs versus wants).

The more specific you are, the better the chance that the vendor will be able to respond to you quickly and efficiently.

Project Management Process Groups

Explore the ten project management Knowledge Areas

9. Project Procurement Management

Vendor Evaluation

Before you even start reading the responses to your proposal, set the standards for choosing a given vendor.

The criteria may be based on technical expertise, experience, or cost, but whatever criteria you use, it must remain the same for all of the vendors.

If you are a public company, every vendor you’ve turned down will ask for a copy of the winning bid.

If they think they have a better bid, all sorts of nasty things may occur. If, however, you have a standards chart, you can point out that everyone was rated with the same criteria and that the winner had the best overall number.

By determining your criteria for vendor selection early in the process, it is easier to make a decision and then defend it if need be.

Project Management Process Groups

Explore the ten project management Knowledge Areas

9. Project Procurement Management

Vendor Selection

The result of vendor evaluation usually does not produce a single best choice.

There will most likely be several competing vendors for all or parts of the work. So you have another decision to make and that is which vendor or vendors will win your business.

Selecting the vendor is a critical decision.

There is no guarantee that even if you diligently follow the evaluation process, you will end up with a vendor that you are comfortable with and whom you can select with confidence.

Some selection processes may result in failure.

Project Management Process Groups

Explore the ten project management Knowledge Areas

9. Project Procurement Management

Vendor Contracting

Contract management involves the following:

The vendor must supply you with deliverable dates so that you can deter-mine whether the project is on time.

The vendor should also supply a WBS detailing how the vendor breaks down the scope of the project and showing the tasks that make up the completion of a deliverable.

The project manager should hold regular status meetings to track progress. These meetings should be formal and occur on specified dates.

The status meetings should occur at least once a week, although in the early stages of the project, you may choose to have them more often.

Project Management Process Groups

Explore the ten project management Knowledge Areas

9. Project Procurement Management

Vendor Management

Vendor management means including them in every team activity for which it makes sense to have them involved.

Starting a contract on the right foot avoids a lot of subsequent frustration for both parties.

A good start-up allows the project team and contractor team working relationship to be established early on so that they can function as a unified team throughout the project.

Communication needs to be established early among all relevant stakeholders in order to optimize the development environment before the implementation starts.

Conducting meetings and having face-to-face discussions are the easiest and best ways to set clear expectations and gain a mutual understanding of the requirements and expected performance.

It is important to remember that the individuals who created and sent the RFP response may not be the same individuals who will actually work on the project.

Project Management Process Groups

Explore the ten project management Knowledge Areas

10. Project Stakeholder Management

Project Stakeholder Management was introduced in the PMBOKGuide, 5th Edition, as the tenth Knowledge Area.

It covers stakeholder identification, planning, management, and control. The PMBOKGuide defines a stakeholder as anyone who either affects or is affected by the project or its deliverables.

In this book, I will expand on that general definition and have occasion to discuss the following seven stakeholder types:

Sponsors

Clients

Customers

Business process engineers

Resource managers

Project managers

Business analysts

These seven stakeholders form an interdependent set.

Project Management Process Groups

Explore the ten project management Knowledge Areas

Process Groups and Knowledge Areas are closely linked.

What the Mapping Means

This mapping shows how interdependent the

Knowledge Areas are with the Process Groups.

For example, eight of the ten Knowledge

Areas are started during the Planning

Process Group and executed during the

Monitoring and Controlling Process

Group.

That gives clear insight into the

importance of certain deliverables in

the project plan and guidance as to

the content of the project plan

Project Management Process Groups

Understand the relationship between the five

Process Groups and ten Knowledge Areas

How to Use the Mapping

The mapping provides an excellent blueprint for designing your project management approach to a project. For example, Procurement Management spans the Planning, Launching, Monitoring and Controlling, and Closing Process Groups. Therefore, a PMLCmodel for Procurement Management will be effective if it has components in each of those Process Groups.

Using Process Groups to Define PMLCs

Many who are new to project management make the mistake of calling the Process Groups a project management methodology. This is incorrect. However, by properly sequencing and perhaps repeating some Process Groups, you can define PMLCsthat are project management methodologies.

So the Process Groups are the building blocks of project management methodologies. Similarly, by selecting and adapting the processes within a Process Group, you can establish the specific processes that drive a PMLC. So the processes within a Process Group are the detailed building blocks of the phases of the PMLC.

Choosing and adapting a best-fit PMLC to the RBS.

Although you may have easily arrived at a best-fit approach and best-fit PMLC model based on the confidence you have with the RBS.

Any Questions ?

End of Session Activity

Formative Assessment on Arts and Culture Festival or a self-determined project of your choice from within the Creative Industries Sector.

Select Teams of up to 4 students and prepare for formative presentation.

•Present the project for next week.

End of Session Activity

Formative Assessment Present the project for next week.

Case Study Review of 1) Arts and Culture Festival or 2) a self-determined project of your choice from within the Creative Industries Sector Event.

Acting as a senior Project Managers; you should identify a project which would plausibly generate “value” for Arts and Culture Festival or a self-determined project of your choice from within the Creative Industries Sector event.

Agree in the team what type of project you wish to undertake.

1.Describe the project and outline why it would generate value. You will use this project throughout the module so make sure you select a project which interests you.

2.Secondly, summarise one of the five process groups of your choice –linking it to Arts and Culture Festival or a self-determined project of your choice from within the Creative Industries Sector event.

Group Presentation –10 minutes per group –Formative Assessment

Reading Materials

Core Textbook:

Wysocki, R, K; (2009), EfffectiveProject Management: traditional, agile, extreme–5thedition, Indianapolis, Wiley. http:// capitadiscovery.co.uk/bcu/items/1091130

Other useful Textbooks–or any Project Management book

Cobb, C, G: (2011) Making sense of agile project management: balancing control and agility. Hoboken, N:J Wiley http:// capitadiscovery.co.uk/bcu/items/1138767

Maylor, H (2010) Project Management. Harlow: Prentice Hall Financial Times http://capitadiscovery.co.uk/bcu/items/1047967

powerpoint/MAN7084 Week-Session 4 Version.pptx

MAN7084 Project Management

Week/Session 4

Project Management Case-study

(Review Formative Presentation Session)

Teaching Team:

Kulbir Bains - [email protected]

Suhel Khan - [email protected]

Session objectives

Brief Recap of Last Week

Questions

Formative Team Presentations

General Feedback

Project Management Landscape

Today’s Project Environment

The Four quadrants of the projects landscape

Understanding the project landscape (Wysocki 2014:3) provides a highly pragmatic framework / landscape in which we can begin to classify projects:

the extent a project has a clear or unclear goal and

the extent a project has a clear or unclear solution.

Viewing projects through this simple framework help to categorise all past, current and future projects in one of the four quadrants.

The quadrant where the project lies provides an initial perspective as to which specific project management life cycle (PMLC) can be adopted to best manage the project.

The Four quadrants of the projects landscape

Project Management Process Groups

Define the 5 Process Groups

The project landscape helps determine which

Project Management Life Cycle (PMLC) model works best.

All PMLCs are constructed from five Process Groups:

1. Scoping;

2. Planning;

3. Launching;

4. Monitoring & Controlling; and

5. Closing

The five Process Groups were originally defined by the Project Management

Institute (PMI) in their standards guidelines.

Known as “A Guide to the Project

Management Body of Knowledge” (PMBOK) Guide).

Project Management Process Groups

Define the 5 Process Groups

A valid project management methodology must answer, whatever project management life cycle model that is used, must contain all of the following Process Groups:

Scoping Process Group (which PMI calls the Initiating Process Group)

Planning Process Group

Launching Process Group (which PMI calls the Executing Process Group)

Monitoring and Controlling Process Group

Closing Process Group

These five Process Groups are the building blocks of every PMLC (Project Management Life Cycle).

In the simplest of cases, Linear TPM, the Process Groups will each be completed once and in the sequence listed here.

In more complex situations, some or all of the Process Groups might be repeated a number of times.

Project Management Landscape

The Scope Triangle

The geographic area inside the triangle represents the scope and quality of the project.

Lines representing time, cost, and resource availability bound scope and quality.

Time is the window of time within which the project must be completed.

Cost is the financial budget available to complete the

project.

Resources are any consumables used on the project.

People, equipment availability, and facilities are examples.

Project Management Landscape

The Scope Triangle

Risk

Risk is not an integral part of the scope triangle, but it is always present and spans all parts of the project both external as well as internal, and therefore it does affect the management of the other five constraints

Projects are dynamic systems that must be kept in equilibrium.

Project Management Landscape

Today’s Project Environment

Viewing projects through this simple framework help to categorise all past, current and future projects in one of the four quadrants.

The quadrant where the project lies provides an initial perspective as to which specific project management life cycle (PMLC) can be adopted to best manage the project.

Project Management Process Groups

Explore the ten project management Knowledge Areas

Project Risk Management

There are four risk categories:

Technical Risks Project

Management Risks

Organizational Risks

External Risks

Project Management Process Groups

Explore the ten project management Knowledge Areas

8. Project Risk Management

Risk Mitigation

The next step in risk management is to plan, as much as possible, the responses that will be used if the identified risks occur.

For all the risks listed in the risk identification that you choose to act upon, you should have some type of action in mind.

It’s not enough to simply list the risks; you need to plan to do something about the risk events should they occur.

There are four risk categories:

Technical Risks Project

Management Risks

Organizational Risks

External Risks

What the Mapping Means

This mapping shows how interdependent the Knowledge Areas are with the Process Groups.

For example, eight of the ten Knowledge Areas are started during the Planning Process Group and executed during the Monitoring and Controlling Process Group.

That gives clear insight into the importance of certain deliverables in the project plan and guidance as to the content of the project plan.

Process Groups and Knowledge Areas are closely linked.

Understand the relationship between the five Process Groups

and ten Knowledge Areas

Project Management Process Groups

Project Management Process Groups

Understand the relationship between the five Process Groups and ten Knowledge Areas

How to Use the Mapping

The mapping provides an excellent blueprint for designing your project management approach to a project, example, like Procurement Management spans the Planning, Launching, Monitoring and Controlling, and Closing Process Groups.

Therefore, a PMLC model for Procurement Management will be effective if it has components in each of those Process Groups.

Using Process Groups to Define PMLCs

Many who are new to project management make the mistake of calling the Process Groups a project management methodology.

This is incorrect; but by properly sequencing and perhaps repeating some Process Groups, you can define PMLCs that are project management methodologies.

So the Process Groups are the building blocks of project management methodologies, by selecting and adapting the processes within a Process Group, you can establish the specific processes that drive a PMLC.

So the processes within a Process Group are the detailed building blocks of the phases of the PMLC.

Choosing and adapting a best-fit PMLC to the RBS.

Although you may have easily arrived at a best-fit approach and best-fit PMLC model based on the confidence you have with the RBS.

Project Management Process Groups

Any questions?

Session Activity

Formative Assessment on any Industry/Sector or a self-determined project of your choice.

Team Practice presentation

Good luck

powerpoint/MAN7084 Week2 Project Management Landscape.pptx

MAN7084 Project Management

Week 2

Project Management Landscape

(Student Input Session)

Teaching Team:

Kulbir Bains - [email protected]

Suhel Khan - [email protected]

Session objectives

Last week recap

Assessment recap

Last week’s activity

Project Management Landscape

Questions?

Activity

Project Management

What a project management is:

As the application of processes, methods, knowledge, skills and experience to achieve the project objectives.

Also, as the vehicles of change in an organisation, they are not the repetitive business-as-usual type of activity.

Is essentially aimed at producing an end product or deliverable that will effect some change for the benefit of the organisation.

Project start with the initiation, planning and control of a range of tasks required to deliver this end product.

Projects are different sizes and are directed at the achievement of benefits.

Projects operate within a predetermined budget and timespan and there is usually risk involved which needs to be managed.

Project Management

Last Week Recap Continue….

Project Management is complicated in the fact that various professional bodies exist.

We researched these to understand their differences.

Accounting bodies are complimentary yet approach the subject differently.

Some of the main bodies are:

PRINCE 2 – UK / EU • PMBOK / PMI – US – which this module is based upon

APM – UK

Project Management

APM Body of Knowledge online (see last week slides)

APM, the Chartered body for the project profession, has created a unique digital resource that

allows users to explore areas essential in the management of projects, programmes and portfolios.

It is structured around several sections including definitions of the core terms and techniques.

APM Body of Knowledge online is the result of a collaborative project involving over 1,000

practitioners and specialists from across all sectors, and is designed to assist all those using project

management in their work or studies

The APM Body of Knowledge forms the basis of APM’s qualifications, accreditation, research and

publications.

It defines the boundaries of project, programme and portfolio management, and the functions undertaken as part of these endeavours.

Last Week Recap Continue….

Project Management

PRINCE2 (an acronym for PRojects IN Controlled Environments)

is a de facto process based method for effective project management.

Used extensively by the UK Government, PRINCE2 is also widely recognised and used in the private sector, both in the UK and internationally.

The PRINCE2 method is in the public domain, and offers non-proprietorial best practice guidance on project management.

Key features and focused of PRINCE2:

Business justification

Defined organisation structure for the project management team

Product-based planning approach

Emphasis on dividing the project into manageable and controllable stages

How flexibility can be applied appropriately at all levels of the project

PRINCE2 History

First established as PRINCE in 1989 by CCTA (the Central Computer and Telecommunications Agency), office later renamed the OGC

(the Office of Government Commerce).

In June 2010, the Office of Government Commerce Best Practice Management functions moved into the Cabinet Office.

PRINCE was originally based on PROMPT, a project management method created by Simpact Systems Ltd in 1975, and adopted by CCTA in 1979 as the standard to be used for all Government information system projects.

When PRINCE was launched in 1989, it effectively superseded PROMPT within Government projects.

PRINCE remains in the public domain and copyright is retained by the Crown.

PRINCE2 was published in 1996, having been contributed to by a consortium of some 150 European organisations

PMBOK (Project Body of knowledge)

What is a project?

It's a temporary endeavour undertaken to create a unique product, service or result.

A project is temporary in that it has a defined beginning and end in time,

and therefore defined scope and resources.

A project is unique, not a routine operation, but a specific set of operations designed to accomplish a particular goal.

Project team often includes people who don’t usually work together – sometimes from different organisations and across multiple geographies.

PMBOK - Project Management Body of Knowledge (PMBOK® )

Can use developed software to improved business process, like construction of a building, bridge, the relief effort after a natural disaster, the expansion of sales into a new geographic market — all are projects.

Is expertly managed to deliver the on-time, on-budget results, learning and integration that organisations need.

Project management, then, is the application of knowledge, skills, tools, and techniques to project activities to meet the project requirements.

PMBOK - Project Management Body of Knowledge

Who are Project Managers?

They are organised, passionate and goal-oriented, understand what projects have in common, play strategic role in how organisations succeed, learn and change.

They are change agents, make project goals their own, use their skills and expertise to inspire a sense of shared purpose within the project team.

They enjoy new challenges and have the responsibility of driving business results.

They work well under pressure and are comfortable with change, challenge and complexity in dynamic environments and results oriented for business.

They can shift readily between the "big picture" and the small-but-crucial details, knowing when to concentrate on each.

Project managers cultivate the people skills needed to develop trust and communication among all of a project's stakeholders: its sponsors, those who will make use of the project results

Recap Assessment

The module is assessed by a Case Study (3000 word report) in Week 15

3000 word individual report/assignment allows you to apply your project management knowledge in a practical way based around a common-themed case study on an Arts and Culture Festival, or a self-determined project of your choice from within the Creative Industries Sector or that addresses the following:

1.Traditional, Agile, xPM and MPx considerations

2.The five stages of a PMLC (project management life cycle) model for the project

3. Any project planning considerations & an outline of how you would manage and

control the project.

4. Project risk management & managing any potential scope creep

5. Project stakeholder management & Managing client expectations

6. How you would close the project and transfer any relevant learning to future projects.

7. Remember to add a conclusion and critical set of recommendations.

Recap End of Last Session Activity

Explore a suitable project for your module assessment

Identify a project within an industry and organisation relevant to you which can be used for your assessment.

A project can be past, present or future – even artificial but it is important you understand the key aspects of the project e.g. purpose, complexity, intended outcome, an idea of the resources required, etc.

What are your findings?

Today’s session Project Management Landscape

Project Management

Define what project management refers to:

2.Recognise the project management landscape; and

3.Examine the different types of projects: traditional; agile, extreme and emertxe.

Project Definition (Wysocki 2014)

A sequence of finite dependent activities whose successful completion results in the delivery of the expected business value that validated doing the project” (Wysocki2014:3).

For more definitions - see Project Management Bodies

Project Management Landscape

Recognise the project management landscape

A project comprises a number of activities that must be completed in

some specified order, or sequence.

For now, an activity is a defined chunk of work. The sequence of the activities is based on technical requirements, not on management prerogatives.

To determine the sequence, it is helpful to think in terms of inputs and outputs. The output of one activity or set of activities becomes the input to another activity or set of activities.

Specifying a sequence based on resource constraints or statements, such as “Pete will work on activity B as soon as he finishes working on activity A,” should be avoided because this establishes an artificial relationship between activities. What if Pete wasn’t available at all?

Resource constraints aren’t ignored when you actually schedule activities. The decision of what resources to use and when to use them comes later in the project planning process.

Project Management Landscape

Recognise the project management landscape

The activities in a project are unique.

Something is always different each time the activities of a project are repeated.

Usually the differences are random in nature—for example, a part is delayed, someone is sick, or a power failure occurs.

These random variations are the challenge for the project manager and what contributes to the uniqueness of the project.

Complex Activities:

The activities that make up the project are not simple, repetitive acts, like mowing the lawn, painting the rooms in a house, washing the car, or loading the delivery truck.

Instead they are complex; example, designing an intuitive user interface to an application system is a complex activity.

(Case-Study: BP Oil Spill - Complexity).

Project Management Landscape

Recognise the project management landscape

Connected Activities:

The logical or technical relationship between pairs of activities.

There is an order to the sequence in which the activities that make up the project must be completed.

They are considered connected because the output from one activity is the input to another, for example, you must design the computer program before you can program it.

You could have a list of unconnected activities that must all be complete in order to complete the project. For example, consider painting the interior rooms of a house. With some exceptions, the rooms can be painted in any order.

The interior of a house is not completely painted until all its rooms have been painted, but they can be painted in any order.

Painting the house is a collection of activities, but it is not considered a project according to the definition.

Project Management Landscape

Recognise the project management landscape

One Goal

Projects must have a single goal, may be very large, complex projects, may be divided

into several subprojects, each of which is a project in its own right.

This division makes for better management control; for example, subprojects can be defined at the department, division, or geographic level.

This artificial decomposition of a complex project into subprojects often simplifies the scheduling of resources and reduces the need for interdepartmental

communications while a specific activity is worked on.

The downside is that the projects are now interdependent. Even though interdependency adds another layer of complexity and communication, it can be handled.

Case-Study: Columbia Shuttle (Complexity & Communication).

Project Management Landscape

Specified Time:

Recognise the project management landscape

Projects are finite with continuous processes, have a specified completion date.

This date can be self-imposed by management or externally specified by a client or government agency, the deadline is beyond the control of anyone working on the project.

The project is over on the specified completion date whether or not the project work has been completed.

Being able to give a firm completion date requires that a start date also be known. Absent a start date, the project manager can only make statements like, “I will complete the project 6 months after

I start the project.” In other words, the project manager is giving a duration for the project, and Senior management wants a deadline.

Project Management Landscape

Recognise the project management landscape

Within Budget

Projects also have resource limits, such as a limited amount of people, money, or machines that are dedicated to the project.

These resources can be adjusted up or down by management, but they are considered fixed resources by the project manager, for example, suppose a company has only one web designer at the moment.

That is the fixed resource that is available to project managers, Senior management have the authority to change the number of resources, but not the case with the project manager.

If the one web designer is fully scheduled, the project manager has a resource conflict that he or she cannot resolve.

Resource constraints become operative when resources need to be scheduled across several projects

Project Management Landscape

Recognise the project management landscape

According to Specification

The client, or the recipient of the project’s deliverables, expects a certain level of functionality and quality from the project.

The expectations can be self-imposed, like the specification of the project completion date, or client-specified, such as producing the sales report on a weekly basis.

Although the project manager treats the specification as fixed, the reality of the situation is that any number of factors can cause the specification to change.

For example, the client may not have defined the requirements completely at the beginning of the project, or the business situation may have changed (which often happens in projects with long durations).

It is unrealistic to expect the specification to remain fixed through the life of the project.

Project Management Landscape

Recognise the project management landscape

According to Specification

Systems specification can and will change, thereby presenting special challenges to the project manager.

Specification satisfaction has been a continual problem for the project man-ager and accounts for a large percentage of project failures.

Project managers deliver according to what they believe are the correct specifications only to find out that the customer is not satisfied.

Somewhere there has been an expectation or communications disconnect. The Conditions of Satisfaction (COS) process is one way of managing potential disconnects.

Project Management Landscape

Recognise the project management landscape

A Business-focused Definition of a Project

The major shortcoming of the preceding definition of a project is that, it isn’t focused on the purpose of a project, which is to deliver business value to the client and to the organization.

A lots of examples exist of projects that meet all of the constraints and conditions specified in the definition, but the client is not satisfied with the results.

Reasons for this dissatisfaction are discussed throughout the book. Therefore, a better definition for your consideration.

A project is a sequence of finite dependent activities whose successful completion results in the delivery of the expected business value that validated doing the project.

Time for a Break

Back in 15 / 20 Minutes

Remember to complete the register during this time.

Thank you.

Project Management Landscape

Examine the different types of projects: traditional; agile, extreme and emertxe.

Projects are not viewed in isolation.

The organisation will have collections of all types of projects running in parallel and drawing on the same limited resources, so you will need a way of describing that landscape and providing a foundation for management decision making.

Every project must have a goal and a solution.

You could use a number of metrics to quantify these characteristics, but the simplest and most intuitive will be two values: clear and complete or not clear and incomplete.

Two values for each characteristic generate the four-quadrant matrix.

Project Management Landscape

Examine the different types of projects: traditional; agile, extreme and emertxe.

These values are conceptual, not quantifiable, and their interpretation is certainly more subjective than objective.

A given project can exhibit various degrees of clarity. The message in this landscape is that the transition from quadrant to quadrant is continuous and fluid.

To further label these projects;

Traditional projects are found in Quadrant 1

Agile projects are found in Quadrant 2;

Extreme projects are found in Quadrant 3, and

Emertxe (pronounced ee-MERT-zee) projects are found in Quadrant 4.

Project Management Landscape

Examine the different types of projects:

traditional; agile, extreme and emertxe.

Every existing or will falls into only one of these four quadrants at any point in time.

This landscape is not affected by external changes of any kind. It is a robust landscape that will remain in

place regardless.

The quadrant in which the project lies will provide an initial guide to choosing a best-fit project

management life cycle (PMLC) model and adapting its tools, templates, and processes to the specific

characteristics of the project.

As the project work commences and the goal and solution become clearer, the project’s quadrant can change, and perhaps the PMLC will then change as well; regardless, the project is always in one quadrant.

The decision to change the PMLC for a project already underway may be a big change and needs to be seriously considered. Costs, benefits, advantages, and disadvantages are associated with a mid-project change of PMLC.

Project Management Landscape

Recognise the project management landscape

Defining a Program: A program is a collection of related projects.

The projects may have to be completed in a specific order for the program to be considered complete.

Because programs comprise multiple projects, they are larger in scope than a single project, (e.g. a construction company contracts a program to build an industrial technology park with several separate projects).

Unlike projects, programs can have many goals.

Project Management Landscape

Recognise the project management landscape

Defining a Portfolio:

A simple definition of a project portfolio is that it is a collection of projects that share some common link to one another.

The operative phrase in this definition is “share some common link to one another, that link could take many forms.

At the organisational level, the link might be nothing more than the fact that all the projects belong to the same company.

While that will always be true, it is not too likely the kind of link you are looking for. It is too general to be of any management use.

Project Management Landscape

Recognise the project management landscape

Defining a Portfolio:

Some more useful and specific common links might be any one of the following:

The projects may all originate from the same business unit; e.g. information technology.

The projects may all be new product development projects.

The projects may all be research and development projects.

The projects may all be infrastructure maintenance projects from the same business unit.

The projects may all be process improvement projects from the same business unit.

The projects may all be staffed from the same human resource pool.

The projects may request financial support from the same budget.

Project Management Landscape

The Scope Triangle

You may have heard of the term “Iron Triangle.”

It refers to the relationship between Time, Cost, and Scope.

These three variables form the sides of a triangle and are an interdependent set. If any one of them changes, at least one other variable must also change to restore balance to the project.

Consider the following constraints that operate on every project:

Scope ■Quality ■Cost ■Time ■Resources ■Risk

Except for Risk these constraints form an interdependent set—a change in one constraint can require a change in one or more of the other constraints in order to restore the stability of the project.

In this context, the set of five parameters form a system that must remain in balance for the project to be in balance.

Project Management Landscape

The Scope Triangle

Scope

Scope is a statement that defines the boundaries of the project.

It tells not only what will be done, but also what will not be done.

In the information systems industry, scope is often referred to as a functional specification.

In the engineering profession, it is generally called a statement of work.

Scope may also be referred to as a document of understanding, a scoping statement, a project initiation document, or a project request form.

Whatever its name, this document is the foundation for all project work to follow.

It is critical that the scope be correct.

Project Management Landscape

The Scope Triangle (Add Video on Product/process quality)

Quality

The following two types of quality are part of every project:

Product quality – The quality of the deliverable from the project.

As used here “product” includes tangible artefacts like hardware and software as well as business processes.

The traditional tools of quality control, are used to ensure product quality.

Process quality — The quality of the project management process itself.

The focus is on how well the project management process works and how it can be improved.

Continuous quality improvement and process quality management are the tools used to measure process quality.

Project Management Landscape

The Scope Triangle

Cost

The financial cost of doing the project is another variable that defines the project, best thought of as the budget that has been established for the project.

This is particularly important for projects that create deliverables that are sold either commercially or to an external customer.

Cost is a major consideration throughout the project management life cycle. The first consideration occurs at an early and informal stage in the life of a project.

The client can simply offer a figure about equal to what he or she had in mind for the project.

Depending on how much thought the client put into it, the number could be fairly close to or wide of the actual cost for the project.

Project Management Landscape

The Scope Triangle

Time

The client specifies a time frame or deadline date within which the project must be completed.

To a certain extent, cost and time are inversely related to one another.

The time a project takes to be completed can be reduced, but costs increase as a result.

Time is an interesting resource, it can’t be inventoried, it is consumed whether you use it or not.

The objective for the project manager is to use the future time allotted to the project in the most effective and productive ways possible.

Future time (time that has not yet occurred) can be a resource to be traded within a project or across projects.

Once a project has begun, the prime resource avail-able to the project manager to keep the project on schedule or get it back on schedule is time.

A good project manager realizes this and protects the future time resource carefully.

Project Management Landscape

The Scope Triangle

Resources

Resources are assets such as people, equipment, physical facilities, or inventory that have limited availabilities, can be scheduled, or can be leased from an outside party.

Some are fixed; others are variable only in the long term. In any case, they are central to the scheduling of project activities and the orderly completion of the project.

For systems development projects, people are the major resource.

Another valuable resource for systems projects is the availability of computer processing time (mostly for testing purposes), which can present significant problems to the project manager with regard to project scheduling.

Project Management Landscape

The Scope Triangle

Risk

Risk is not an integral part of the scope triangle, but it is always present and spans all parts of the project both external as well as internal, and therefore it does affect the management of the other five constraints.

Projects are dynamic systems that must be kept in equilibrium.

Project Management Landscape

The Scope Triangle

The geographic area inside the triangle represents

the scope and quality of the project.

Lines representing time, cost, and resource

availability bound scope and quality.

(Organisation's resources refer to as ?)

Time is the window of time within which the project must be completed.

Cost is the financial budget available to complete the project.

Resources are any consumables used on the project.

People, equipment availability, and facilities are examples.

Project Management Landscape

The Scope Triangle

The project plan will have identified the time, cost, and resource

availability needed to deliver the scope and quality of a project.

In other words, the project is in equilibrium at the

completion of the project planning session and

approval of the commitment of resources and dollars

to the project.

The scope triangle offers a number of insights

into the changes

that can occur in the life of the project.

Project Management Landscape

Project classification

There are many ways to classify a project such as:

By size (cost, duration, team, business value, number of departments affected, and so on)

By type (new, maintenance, upgrade, strategic, tactical, operational)

By application (software development, new product development, equipment installation, and so on)

By complexity and uncertainty.

Project Management Landscape

Today’s Project Environment

The contemporary project environment is regarded as, by high speed, high change,

lower costs, complexity, uncertainty, and a host of other factors. This presents a daunting challenge to the project manager.

High Speed

The faster products and services get to market, the greater will be the resulting value to the business.

Why - Competitors are watching and responding to unmet opportunities, others are waiting and watching to seize upon any opportunity that might give them a foothold or expansion in the market.

Any weakness or delay in responding may just give them that advantage.

This need to be fast translates into a need for the project management approach to not waste time—to rid itself, as much as possible, of spending time on non-value-added work.

Many of the approaches you will study are built on that evidence. The window of opportunity is narrowing and constantly moving

Project Management Landscape

Today’s Project Environment

High Change

Clients are often making up their minds or changing their minds about what they want.

The environment is more the cause of high change than is any ignorance on the part of the client.

The business world is dynamic, it doesn’t stand still just because you are managing a project.

The best-fit project management approach must recognize the realities of frequent change, accommodate it, and embrace it.

For experienced project managers as well as “wannabe” project managers, the road to breakthrough performance is paved with uncertainty and with the need to be courageous, creative, and flexible.

If you simply rely on a routine application of someone else’s methodology, you are sure to fall short of the mark.

Project Management Landscape

Today’s Project Environment

Lower Cost

With the reduction in management layers (a common practice in many organizations) the professional staff needs to find ways to work smarter, not harder.

Project management includes a number of tools and techniques that help the professional manage increased workloads.

Your staffs need to have more room to do their work in the most productive ways possible.

Burdening them with overhead activities for which they see little value is a sure way to failure.

Drucker asks, “Why employ middle managers?” As technology advances and acceptance of these ideas grows, we have seen the thinning of the layers of middle management.

Do not expect them to come back; they are gone forever, and the effect on project managers is predict-able and significant.

Hierarchical structures are being replaced by organizations that have a greater dependence on projects and project teams, resulting in more demands on project managers.

Project Management Landscape

Today’s Project Environment

Increasing Levels of Complexity

All of the simple problems have been solved.

Those that remain are getting more complex with each passing day, at the same time, problems are get-ting more complex and critical to the enterprise.

They must be solved, we don’t have a choice and not having a simple method for managing such projects is no excuse.

They must be managed, and we must have an effective way of managing them.

Project Management Landscape

Today’s Project Environment

More Uncertainty

With increasing levels of complexity comes increasing levels of uncertainty. The two are inseparable.

Adapting project management approaches to handle uncertainty means that the approaches must not only accommodate change, but also embrace it and become more effective as a result of it.

Change is what will lead the team and the client to a state of certainty with respect to a viable solution to its complex problems.

In other words, we must have project management approaches that expect change and benefit from it.

End of Session

Continue to explore a suitable project for your module assessment

Compare and contrast the two definitions of a project –which do you prefer?

Where would you be able to bring about cost savings as a program manager for an organisation you are familiar with?

Discuss these using the standard project constraints.

Research the project for next week.

Activity

Any questions?

Reading Materials

Core Textbook

Wysocki, R, K; (2009), EfffectiveProject Management: traditional, agile, extreme–5thedition, Indianapolis, Wiley. http:// capitadiscovery.co.uk/bcu/items/1091130

Another Text:

Other useful Textbooks–or any Project Management book

Cobb, C, G: (2011) Making sense of agile project management: balancing control and agility. Hoboken, N:J Wiley http:// capitadiscovery.co.uk/bcu/items/1138767

Maylor, H (2010) Project Management. Harlow: Prentice Hall Financial Times http:// capitadiscovery.co.uk/bcu/items/1047967

Gray and Larson (2008) Project Management: The Managerial Process, McGraw-Hill

powerpoint/MAN7084 Wk_Session 5.pptx

Week/Session 5

Project Scoping & Project Scheduling

(Student Input Session)

MAN7084Project Management

Session objectives

Brief recap of last Week

Project Management Scoping and Project Scheduling

Questions?

Activity

Project Management Tools

Tools / Methodologies:

Work Breakdown Structure (WBS)

Gantt Charts

PERT / CPM (Program Evaluation and Review Technique / Critical Path Method)

Project Management Landscape

You may have heard of the term “Iron Triangle.”

It refers to the relationship between Time, Cost, and Scope.

These three variables form the sides of a triangle and are an interdependent set.

If any one of them changes, at least one other variable must also change to restore balance to the project. Consider the following constraints that operate on every project:

Scope ■ Quality ■ Cost ■ Time ■ Resources ■ Risk

Except for Risk these constraints form an interdependent set — a change in one constraint can require a change in one or more of the other constraints in order to restore the equilibrium of the project.

In this context, the set of five parameters form a system that must remain in balance for the project to be in balance.

The Scope Triangle

Project Management Landscape

The following two types of quality are part of every project:

Product quality:

The quality of the deliverable from the project, as used here “product” includes tangible artefacts like hardware and software as well as business processes.

The traditional tools of quality control, are used to ensure product quality (i.e. Flowchart, Check Sheet, Cause and Effect Fish Bone etc.)

Process quality:

The quality of the project management process itself, the focus is on how well the project management process works and how it can be improved.

Continuous quality improvement and process quality management are the tools used to measure process quality.

The Scope Triangle

Quality

Project Management Landscape

The Scope Triangle

Risk is not an integral part of the scope triangle, but it is always present and spans all parts of the project both external as well as internal, but does affect the management of the other five constraints.

Projects are dynamic systems that must be kept in equilibrium.

Risk

Project Management Landscape

The Scope Triangle

The geographic area inside the triangle represents the scope and quality of the project.

Lines representing time, cost, and resource availability bound scope and quality.

Time is the window of time within which the project must be completed.

Cost is the financial budget available to complete the project.

Resources are any consumables used on the project.

People, equipment availability, and facilities are examples.

Project Management Landscape

The Scope Triangle

The project plan will have identified the time, cost, and resource availability needed to deliver the scope and quality of a project.

In other words, the project is in equilibrium at the completion of the project planning session and approval of the commitment of resources and dollars to the project.

The scope triangle offers a number of insights into the changes that can occur in the life of the project.

Project Management Landscape

Today’s Project Environment

1) The extent a project has a clear or unclear goal and

2) The extent a project has a clear or unclear solution.

By viewing projects through this simple framework;

We can begin to categorise all past, current and future projects in one of the four quadrants.

The quadrant where the project lies provides an initial perspective as to which specific project management life cycle (PMLC) can be adopted to best manage the project.

Understanding the project landscape Wysocki (2014:3) provides a highly pragmatic framework landscape in which we can begin to classify projects:

Project Management Landscape

Viewing projects through this simple framework; we can begin to categorise all past, current and future projects in one of the four quadrants.

The quadrant where the project lies provides an initial perspective as to which specific project management life cycle (PMLC) can be adopted to best manage the project.

Project Management Process Groups

The project landscape helps determine which Project Management Life Cycle (PMLC) model works best.

Define the 5 Process Groups

All PMLCs are constructed from five Process Groups:

1. Scoping

2. Planning

3. Launching

4. Monitoring & Controlling - and

5. Closing.

The five Process Groups were originally defined by the Project Management Institute (PMI)

Standards guidelines, called:

A Guide to the Project Management Body of Knowledge (PMBOKGuide).

Project Management Process Groups

Define the 5 Process Groups

A valid project management methodology must answer, whatever project management life cycle model that is used must contain all of the following Process Groups:

Scoping Process Group (which PMI calls the Initiating Process Group)

Planning Process Group

Launching Process Group (which PMI calls the Executing Process Group)

Monitoring and Controlling Process Group

Closing Process Group

These five Process Groups are the building blocks of every PMLC (Project Management Life Cycle).

In the simplest of cases, Linear TPM, the Process Groups will each be completed once and in the sequence listed here.

In more complex situations, some or all of the Process Groups might be repeated a number of times.

Project Management Process Groups

Although you may have easily arrived at a best-fit approach and best-fit PMLC model based on the confidence you have with the RBS.

Choosing and adapting a best-fit PMLC to the Resources Breakdown Structure

(RBS).

Project Management Project Scheduling

Understanding interconnectivities of clients/project scoping

The Scoping Process Group defines all of the:

tools, templates, and processes needed to answer two questions:

What will you do?” and

How will you know you did it?”

If you don’t know where you are going, how will you know when and if you ever get there?

Projects can get off to a terrible start simply because there never was a clear understanding of exactly what was to be done.

A definition of completeness was never documented and agreed to.

Project Management Project Scheduling

Understanding interconnectivities of clients/project scoping

Knowing your client, your organisation’s environment/ the market situation and tools to adapt, templates, and processes to them is part of the art of scoping.

Almost all of the scoping effort involves an interaction and collaboration between the client who is requesting a service or product and the project manager who is providing the service or product.

That collaboration can be very informal (the “back of the napkin” approach) or very formal (a planned Scoping Meeting).

In both cases, a document is prepared that answers the questions:

What will you do? and

How will you know you did it?

The nature of that relationship will contribute to how the scoping effort proceeds and how successful it is likely to be.

Project Management Project Scheduling

Understanding interconnectivities of clients/project scoping

The following tools, templates, and processes can be used:

Conditions of Satisfaction

Project Scoping Meeting

Requirements expected

Facilitated Group Sessions

Interviews

Prototyping

Requirements Workshops

Project Overview Statement

Approval to plan the project

Project Management Project Scheduling

Understanding interconnectivities of clients / project scoping

Clients often expect more than project managers are prepared for or capable of delivering, this lack of communication starts at the beginning of a project and extends all the way to the end.

The project manager assumes he or she knows what the client is asking for and the client assumes the project manager understands what they are asking for.

In many cases that is simply not true and little is done to check the validity of either of those assumptions

Conducting Conditions of Satisfaction

It is a tool that establishes a language of communication and understanding between the project manager and the client.

Understand at the outset that the tool is easy to explain and understand, but demands constant attention if it is to make a difference.

Project Management Project Scheduling

Understanding interconnectivities of clients/project scoping

Wants versus Needs

The root cause of many communications problems originates from disconnects between what the client says they want and what they really need.

If the project manager doesn’t pay attention, that disconnect may not be very obvious at the beginning of the scoping phase but only become obvious later when correcting it may be costly.

The disconnect may come about because the client is so swept up in a excitement over the technology (for example, they may be hooked with what they see on the web).

They convinced themselves they have to have it without any further thought of exactly what it is they really need.

Project Management Project Scheduling

Understanding interconnectivities of clients / project scoping

Wants versus Needs

Wants and needs are closely linked to one another but are fundamentally different.

Experience client wants tend to be associated with a solution to a problem that they envision.

Needs tend to be associated with the actual problem.

If wants are derived from a clear understanding of needs, then it is safe to proceed based on what the client wants, but you cannot always know that this is the case.

By continuing this practice of asking why, you will eventually get to the root of the problem and needs will then become clear.

This is not unlike a Root Cause Analysis.

The solution to that problem will be what the client really needs.

Your job as project manager is to convince the client that what they want is what they really need.

Project Management Project Scheduling

Understanding interconnectivities of clients/project scoping

Conducting Conditions of Satisfaction

You should always begin every scoping exercise with a Conditions of Satisfaction (COS) session.

The COS is a structured conversation between the client (the requestor) and the likely project manager (the provider).

The deliverable from the COS is a one-page document (with attachments) called the Project Overview Statement (POS).

The POS is a template that is used to clearly state what is to be done.

It is signed by the requestor and the provider as a record of their COS session.

When the POS is approved by senior management, the Scoping Phase is complete and the project moves to the Planning Phase.

Project Management Project Scheduling

Understanding interconnectivities of clients/project scoping

Wants versus Needs

The process of developing the COS involves the following four parts:

Request — A request is made by the client.

Clarification — The provider explains what he or she heard as the request ( this conversation continues until the client is satisfied that the provider clearly understands the request) both parties have now established a clear understanding of the request in the language of the requestor.

3. Response — The provider states what he or she is capable of doing to satisfy the request.

4. Agreement — The client restates what he or she understands the provider will provide.

The conversation continues until the provider is satisfied that the client clearly understands what is being provided, at this point, both parties have established a clear understanding of what is being provided in the language of the provider.

Project Management Project Scheduling

Understanding interconnectivities of clients/project scoping

Establishing Clarity of Purpose

By the time you leave the COS session, both you and the client have stated your positions and know that the other party understands your position.

You have established the beginnings of a common language with common terminology, that is critically important.

You and the client will have planted the seeds for a continuing dialogue.

As the project work progresses, any changes that come up can be dealt with effectively because the effort to understand each other has been made up front.

The final step in the COS process is to negotiate to closure on exactly what will be done to meet the request; usually some type of compromise will be negotiated.

The final agreement is documented in the POS, more than likely, the parties will not come to an agreement on the first pass.

Project Management Project Scheduling

Understanding interconnectivities of clients / project scoping

Specifying Business Outcomes

As indicated in the previous section, it is a good idea to specify within the COS exactly what outcomes demonstrate that the COS has been met.

The outcomes have been called success criteria, explicit business outcomes, and objectives, among other names. Whatever term you use, you are referring to a quantitative metric that signals success.

That metric is discussed in more detail later in the chapter, for now just understand that it is a quantitative measure (for example, profit, cost avoidance, and improved service levels) that defines success.

Project Management Project Scheduling

Understanding interconnectivities of clients / project scoping

Conducting COS Milestone Reviews

The COS is not a static agreement.

It is a dynamic agreement that becomes part of the continual project monitoring process.

Situations change throughout the project life cycle and so will the needs of the client, that means that the COS will change.

Review the COS at every major project status review and project milestone.

Does the COS still make sense?

If not, change it and adjust the project plan accordingly.

Project Management Project Scheduling

Understanding interconnectivities of clients/project scoping

The Project Scoping Meeting

You have a variety of ways to scope a project.

At one extreme is a formal multiple-day meeting and at the other extreme is scoping on the back of a napkin over a cup of coffee at the local coffee stand.

Both extremes and all of the variants in between are valid. It all depends. This section suggests the best way to scope a project based on my experiences.

The Project Scoping Meeting is your first substantive encounter with the cli-ent.

You may have conducted a COS session and agreed on a high-level scope for the project but need more detail in order to write a POS.

The Project Scoping Meeting takes the COS deliverable to the next level of detail.

In this meeting, the core project team will be present, as will the client, several key managers, staff, a facilitator, and representative users of the project deliverables.

Project Management Project Scheduling

Understanding interconnectivities of clients/project scoping

Purpose

The Scoping Meeting has two purposes.

To create the Requirements Breakdown Structure (RBS).

To draft the POS.

The RBS is used to help the team decide which project management approach is the best fit for this type of project.

Project Management Project Scheduling

Understanding interconnectivities of clients/project scoping

Attendees

Project Scoping Meeting attended by 15–20 people is large but manageable.

An experienced meeting facilitator could manage a group of more than 20 people, but it requires breakout groups and their coordination.

This is definitely the territory of a skilled facilitator and that is not the project manager.

The project manager needs to focus on the scoping of the project, not on conducting the Scoping Meeting.

The two activities require different skillsets.

Project Management Project Scheduling

Understanding interconnectivities of clients / project scoping

The following three groups need to be represented at the Scoping Meeting:

The client group — Decision makers as well as operations-level staff should be represented. Among them should be the individual(s) who suggested the project.

The project manager and core members of the project team —The core members are the experienced professionals who will be with the project from beginning to end.

For larger projects, they will be the future sub-project managers and activity managers. In some cases, critical but scarce skilled professionals might also be present.

The facilitator group – This group might comprise two or three individuals who are experienced in conducting Scoping and Planning Meetings.

The following three groups need to be represented at the Scoping Meeting:

Description of the end state (led by the client representative)

Requirements elicitation and decomposition (led by the facilitator)

Discussion of the gap between the current and end states

Choose the best-fit project management approach to close the gap (led by the project manager)

Draft and approve the POS (whole group)

Adjourn

Understanding interconnectivities of clients / project scoping

Project Management Project Scheduling

Project Management Project Scheduling

Understanding interconnectivities of clients / project scoping

Project Scoping Meeting Deliverables

RBS creation

Assessment of completeness of RBS

Project classification

Determination of best-fit PMLC model

The POS

Project Management Project Scheduling

Understanding interconnectivities of clients/project scoping

Creating the RBS

These high-level requirements form a necessary and sufficient set for achieving project success.

That is usually enough detail for POS purposes.

Requirements decomposition can take place after the POS has been approved and the project is deemed feasible.

Either the Project Scoping Meeting or the Project Planning Meeting will be the appropriate event at which requirements decomposition can be done.

If you expect requirements decomposition to be complex, take several days, and consume too many resources, you might want to wait until after the POS has been approved and your project idea is judged to be feasible before you spend the resources needed to generate the RBS.

Project Management Project Scheduling

Understanding interconnectivities of clients / project scoping

Creating the RBS

Project Management Project Scheduling

Understanding interconnectivities of clients / project scoping

Creating the RBS

Function — At the discretion of the project manager, the highest level of decomposition may be at the function level.

This level comprises the functions that must be performed in order for a solution to be acceptable.

It is important to understand that the RBS reflects what is known about the solution at the time the RBS is first defined.

Activity — Activities are otherwise known as process steps.

Feature — At the lowest level of decomposition are features.

These are the visible enhancements and characteristics of the entity that they describe.

This initial list of functions may or may not be complete, neither you nor the client can be expected to know if that list is complete.

You might know that it is incomplete, but you wouldn’t know that it is complete. How could you? For the sake of generating the RBS, you have to proceed on the basis that the initial list will be complete.

If it turns out that it is not, you will discover that as part of doing the project

Project Management Project Scheduling

Understanding interconnectivities of clients / project scoping

Creating the RBS

Sub-function: At the next level of decomposition are sub-functions.

For some functions, you may not have any idea of what those sub-functions might be and that is okay.

In any case, the project team should make every effort to identify the sub-functions that further define a function.

Once these sub-functions have been developed, the function they define will now be complete.

This is the same as the premise underlying the WBS architecture and is very intuitive.

For many adaptive projects, additional sub-functions will be discovered as part of doing the project.

Process — Complex functions and sub-functions can be further described with the business processes that comprise them.

These are the business processes that are commonly used in today’s organisations.

To make them more understandable, the functions might be decomposed into sub-functions and the business processes that comprise the sub-functions then decomposed to processes.

Project Management Project Scheduling

Understanding interconnectivities of clients / project scoping

Creating the RBS

Business Process Engineers —These are the technical person(s) who have stewardship responsibilities for the design and implementation of the associated business processes that are affected by or affect the deliverables.

Resource Managers —These are the managers of any resources that will be needed in the production of the product or services delivered by the project.

Project Manager —These are the enablers. They are the facilitators of the requirements elicitation and decomposition process. They are responsible for managing the resources to produce the project deliverables.

Business Analysts —These professionals are familiar with the customer processes and user practices and the processes they will be using to apply the products or services delivered by the project.

They will often act as support to the project manager and as an interface with the customer or the user group.

Their primary responsibility is to help the project manager and customer transform stated business needs into business requirements.

Project Management Project Scheduling

Understanding interconnectivities of clients / project scoping

Creating the RBS

36

Project Management Project Scheduling

Understanding interconnectivities of clients / project scoping

Creating the RBS

Project Management Tools

Work Breakdown Structure (WBS):

Project Management Tools

Work Breakdown Structure (WBS):

Project Management Tools

Gantt charts:

Core Textbook

Wysocki, R, K; (2009), Efffective Project Management: traditional, agile, extreme–5thedition, Indianapolis, Wiley. http://capitadiscovery.co.uk/bcu/items/1091130

Other useful Tex-books–or any Project Management book

•Cobb, C, G: (2011) Making sense of agile project management: balancing control and agility. Hoboken, N:J Wiley http://capitadiscovery.co.uk/bcu/items/1138767

•Maylor, H (2010) Project Management. Harlow: Prentice Hall Financial Times http://capitadiscovery.co.uk/bcu/items/1047967

Reading Materials

Any questions?

End of Session Activity

Download and practice with Project Management Software:

Download Project Libre

Alternatively try use Microsoft Project –Free Trial (BCU Desktop)

https:// products.office.com/en-us/project/project-professional-desktop-software

https:// en.softonic.com/download/projectlibre/mac/post-download?sl=1

Windows Link

Mac OS Link

https:// en.softonic.com/download/projectlibre/mac/post-download?sl=1

Reading Materials

Wysocki, R, K; (2009), EfffectiveProject Management: traditional, agile, extreme–5thedition, Indianapolis, Wiley. http://capitadiscovery.co.uk/bcu/items/1091130

Other useful Texbooks–or any Project Management book

•Cobb, C, G: (2011) Making sense of agile project management: balancing control and agility. Hoboken, N:J Wiley http://capitadiscovery.co.uk/bcu/items/1138767

•Maylor, H (2010) Project Management. Harlow: Prentice Hall Financial Times http://capitadiscovery.co.uk/bcu/items/1047967

Core Textbook

powerpoint/MAN7084 Wk_Session 6.pptx

Week/Session 6

Recruiting the Project Team

MAN7084 Project Management

Session objectives

Brief recap of last week

Project Management Team Recruitment and Team Performance

Recap of Assignment

Q & A

Last week Student - Progress Check

With reference to the principles of scheduling carry out an analysis of the primary activities for a project of your choice

Project Management Landscape -Recap

Quality

The following two types of quality are part of every project:

Product quality: The quality of the deliverable from the project. As used here “product” includes tangible artefacts like hardware and software as well as business processes.

- The traditional tools of quality control, are used to ensure product quality.

Process quality: The quality of the project management process itself, focused is on how well the project management process works and how it can be improved.

- Continuous quality improvement and process quality management are the tools used to measure

process quality.

The Scope Triangle –Recap

Project Management Landscape

The Scope Triangle

Risk

Risk is not an integral part of the scope triangle - but,

It always present and spans all parts of the project both external as well as internal

Therefore, it does affect the management of the other five constraints.

Projects are dynamic systems that must be kept in equilibrium.

The Scope Triangle

Project Management Landscape

The geographic area inside the triangle represents the scope and quality of the project.

Lines representing time, cost, and resource availability bound scope and quality.

Time is the window of time within which the project must be completed.

Cost is the financial budget available to complete the project.

Resources are any consumables used on the project; People, equipment availability, and facilities are examples.

Project Management Landscape

The Scope Triangle

The project plan will have identified the time, cost, and resource availability needed to deliver the scope and quality of a project.

In other words, the project is in equilibrium at the completion of the project planning session and approval of the commitment of resources and dollars to the project.

The scope triangle offers a number of insights into the changes that can occur in the life of the project

Project Management Landscape

Today’s Project Environment

Understanding the project landscape (Wysocki2014:3) provides a highly pragmatic framework / landscape in which we can begin to classify projects:

1) the extent a project has a clear or unclear goal and

2) the extent a project has a clear or unclear solution.

Viewing projects through this simple framework;

we can begin to categorise all past, current and future projects in one of the four quadrants.

The quadrant where the project lies provides an initial perspective as to which specific project management life cycle (PMLC) can be adopted to best manage the project.

Today’s Project Environment

Project Management Landscape

Viewing projects through this simple framework; we can begin to categorise all past, current and future projects in one of the four quadrants. The quadrant where the project lies provides an initial perspective as to which specific project management life cycle (PMLC) can be adopted to best manage the project.

Define the 5 Process Groups

The project landscape helps determine which Project Management Life Cycle (PMLC) model works best.

Project Management Process Groups

All PMLCs are constructed from five Process Groups:

1.Scoping;

2.Planning;

3.Launching;

4.Monitoring & Controlling; and

5.Closing.

The five Process Groups were originally defined by the Project Management Institute (PMI) in their standards guidelines called A Guide to the Project Management Body of Knowledge (PMBOKGuide).

Project Management Process Groups

Define the 5 Process Groups

A valid project management methodology must answer, whatever project management life cycle model that is used must contain all of the following Process Groups:

Scoping Process Group (which PMI calls the Initiating Process Group)

Planning Process Group

Launching Process Group (which PMI calls the Executing Process Group)

Monitoring and Controlling Process Group

Closing Process Group

These five Process Groups are the building blocks of every PMLC(Project Management Life Cycle).

In the simplest of cases, Linear TPM, the Process Groups will each be completed once and in the sequence listed here.

In more complex situations, some or all of the Process Groups might be repeated a number of times.

Choosing and adapting a best-fit PMLC to the RBS.

Although you may have easily arrived at a best-fit approach and best-fit PMLC model based on the confidence you have with the RBS.

Project Management Process Groups

Recruiting the Project Team

Project Management Recruitment

Project Management Recruitment

What is a team?

Belbin Group or Team formation,

Adopted from: (Mullins, 2013:302)

Project Management Recruitment

Effective Teams

Effective communication channels

Clear goals and aims

Good planning/SMART objectives

Ownership of tasks and challenges

Support and encouragement

Defined roles and responsibilities

Effective team leaders

Do any of these aspects align with motivational theories?

Project Management Recruitment

Benefits of an Effective Team

Trust and co-operation

Recognition

Motivated team/organisational goals

Alignment to team/Organisational goals

Willing staff

Confident and capable team members

Welcome new ideas

Able to react to change

Building an effective team

Project Management Recruitment

Tuckman Team Development Model

Project Management Recruitment

How to motivate a team

Individuals have different motivations

Teams, work together for the benefit of all, willing, encourage each other.

Content theories – what motivates – achievement of objectives, social – belonging to a team,

Tangible rewards – what they symbolise, may be motivational /demotivation to all

Process theories – how to motivate

Project Management Recruitment

Manager’s Role in Motivating Individuals and Teams

What are manager's responsible for within organisation

How can you recognise what motivates individuals?

How can you motivate individuals?

How ca you motivate the team?

John Adair (1979) Action Centred Leadership Model (adopted from Mullins 2010)

Project Management Recruitment

The critical roles and chemistry that must exist between and among the project manager and the team members.

The selection of you as the project manager and your team members will not be perfect—there are always risks with any personnel decision.

In addition to choosing you as the project manager the project team will have two or three separate components. Clients (internal or external to the company) and the core team are required.

Contract team members are required only when the project outsources segments of the project work.

When recruiting and building an effective team, you must consider:

Project Management Recruitment

Be aware of the characteristics that should be part of an effective project team.

The following sections describe the responsibilities of each of the three components of the project team.

Also provided are a checklist that should assist you in your selection process and guidelines for organising the project in an organisation.

Core team

Client team

Contract team

The project team has the following three separate components:

Project Management Recruitment

Core Team Members

Core team members are with the project from cradle to grave.

They have major role to play in the project,

Bring a skillset that has broad applicability across the range of work undertaken in the project.

They might also have responsibility for key tasks or sets of tasks in the project.

Although the ideal assignment for Agile Project Management (APM) and Extreme Project Management (xPM) projects is full-time, that is rarely the case in today’s business environment.

In matrix organisations, professional staff can be assigned to more than one project at a time.

This case is especially true when a staff member possesses a skill not commonly found in the staff.

They will be assigned to several projects concurrently.

A core team member will have some percentage of his or her time allocated to the project — it is not likely you will get them full-time.

Project Management Recruitment

When to Select the Core Team Members

Because the core team will be needed for the Joint Project Planning Session (JPPS),

its members should be identified as early as possible.

The core team is usually identified at the beginning of the scoping phase.

- This means that the members can participate in the early definition and planning of the project.

The following characteristics have been identified by project managers

as being the most important for core team members to possess:

Commitment to the project - This is critical to the success of the project.

The project manager must know that each core team member places a high priority on fulfilling his or her roles and responsibilities in the project.

The core team must be proactive in fulfilling those responsibilities and not need constant reminders of schedules and deliverables from the project manager.

Project Management Recruitment

Meaning that success and failure are equally the reward and blame of each team member.

Having shared responsibility means that you will never hear one team member taking individual credit for a success on the project, or blaming another team member for a failure on the project.

All share equally in success and failure.

Also, when a problem situation arises, all will pitch in to help in any way.

If one team member is having a problem, another will voluntarily be there to help.

3. Flexibility

Team members must be willing to adapt to the situation.

“That is not my responsibility” doesn’t go very far in project work.

Schedules may have to change at the last minute to accommodate an unexpected situation.

It is the success of the project that has priority, not the schedule of any one person on the project team.

2. Shared responsibility

Project Management Recruitment

Core Team Members

4. Task-oriented - In the final analysis:

It is the team members’ ability to get their assigned work done according to the project plan that counts.

Ability to work within schedules and constraints

Part of being a member of the team is your ability to consistently complete assignments within the planned time frame instead of offering excuses for failing to do so.

Team members will encounter a number of obstacles, such as delays caused by others, but;

They will have to find a way around those obstacles.

The team depends on its members to complete their work according to plan.

Project Management Recruitment

5. Trust and mutual support

These are the hallmarks of an effective team, and every member must convey these qualities.

Team members must be trusting and trustworthy.

Are they empathetic and do they readily offer help when it is clear that help is needed?

Their interaction with other team members will clearly indicate whether they possess these characteristics. Individuals who do not will have a difficult time working effectively on a project team.

Core Team Members

6. Team-oriented

To be team-oriented means to put the welfare of the team ahead of your own.

Behaviours as simple as the individual’s use of “I” versus “we” in team meetings and conversations with other team members are strong indicators of team orientation.

Project Management Recruitment

7. Open-minded

The open-minded team member will welcome and encourage other points of view and other solutions to problem situations.

His or her objective is clearly to do what is best for the team and not look for individual kudos.

The most important attribute is to not hide problems - get them out in the open ASAP and give other team members a chance to help.

Core Team Members

8. Ability to work across structure and authorities

In contemporary organizations, projects tend to cross organizational lines.

Cross-departmental teams are common.

Projects such as these require the team member to work with people from a variety of business disciplines.

Many of these people will have a different value system and a different approach than the team member might be used to.

Adaptability, flexibility, and openness are desirable assets.

Project Management Recruitment

The team member must be able to leverage technology in carrying out his or her project responsibilities.

Projects are planned using a variety of software tools, and the team member must have some familiarity with these tools.

Many project managers will require the team member to input task status and other progress data directly into the project management software tool.

9. Ability to use project management tools

Core Team Members

Project Management Recruitment

Client Team

You may have no choice about who the client assigns to your team.

Be cautious, however, that individuals might get this assignment merely because they aren’t too busy back in their home departments.

There may be a good reason why they weren’t too busy. (I’ll let you guess why that might be.)

When to Select the Client Team

These people need to be assigned in time to participate in the Project Kick-Off Meeting.

Many of them might have been part of the JPPS, and that would be a bonus.

They are probably assigned to the project for some percentage of their time rather than full time.

In some cases, they might join the team when work on their area of responsibility is being done.

If that is the case, they should still be identified along with others and kept informed of project status.

Project Management Recruitment

All you will likely be able to do is profile the skills and experiences of the client team members you will need.

Perhaps specification by position title would be preferred by both the client and the project manager.

Also, you would like to have client members with some decision-making authority.

If not, the client members will have to return to their supervisor or manager for decisions.

That can slow project progress.

Selection Criteria

The business-to-business environment is changing, and many changes are permanent.

Therefore, organizations are routinely outsourcing processes that are not part of their core business or core expertise.

As a result, project managers have been forced to use contract team members instead of their company’s own employees for one or both of the following reasons:

Shortage of staff

Shortage of skills

Contract Team Members

Project Management Recruitment

These shortages have made it possible for a whole new type of business to grow

Tech-temps is the name I associate with this new business opportunity.

The day of the small contractor and niche market player is here to stay.

To the project manager, this creates the need to effectively manage a team whose membership will probably include outside contractors.

Some may be with the project for only a short time.

Others may be no different from full-time core team members except that they are not company employees.

Selection Criteria (Contract Team Members)

Shortage of skills

Typically, contract team members are available to work on the project for only short periods of time.

A contract team member may possess a skill that is needed for just a brief time, and he or she is assigned to the project for that time only.

As soon as the assigned task is completed, he or she leaves the project.

Refer to Chapter 3 for additional discussion of Procurement Management.

Project Management Recruitment

Selection Criteria for Project Management

In small groups as Project Manager(s) what 3 out of 9 characteristics that have been identified most important for core team members to possess.

Be PREPARED TO DISCUSS YOUR FINIDINGS TO GROUP AS A WHOLE? (10 MINS)

Project Management Recruitment

BREAK 20 MINS

In most systems development efforts, it is unlikely that professionals would be assigned full-time to the project team, rather, people will join the project team only for the period of time during which their particular expertise is needed.

The project manager must be aware of the implications to the project when contract professionals are used, which may include the following:

There may be little or no variance in the time contracted team members are available, so the tasks on which they work must remain on schedule.

They must be briefed on their role in the project and how their task relates to other tasks in the project.

Commitment of contract members is typically a problem because their priorities probably lie elsewhere.

Quality of work may be an issue because of poor levels of commitment.

They just want to get the job done and get on with their next assignment. Often anything will do.

Contract team members will often require more supervision than core team members.

Implications of Adding Contract Team Members

Contract team members present the project manager with a number of challenges:

Project Management Recruitment

Selection Criteria

Project Management Recruitment

If as a project manager, you’ve made the decision to buy rather than build a project team,

you must determine who will get your business.

Contract team members are usually employed or represented by agencies that cater to technical professionals who prefer freelancing to full-time employment.

These professionals are available for short-term assignments in their area of specialisation.

To employ these professionals, you must make the following decisions: what process you’re going to follow, who should be invited to submit information, and how you’re going to evaluate the information received.

The evaluation often takes the form of a score sheet (The score sheet contains questions grouped by major features and functions, with weights attached to each answer).

A single numeric score is then calculated to rank vendor responses (see next slide).

Non-quantitative data such as client relations and client services are also collected from reference accounts provided by the vendor.

Here are the steps you might take as a project manager to engage the services of a contract team member:

Identify the types of skills and the number of personnel needed, and the time frame within which they will be required.

Identify a list of companies that will be invited to submit a proposal.

Write the Request for Proposal (RFP).

Establish the criteria for evaluating responses and selecting the vendor(s).

Distribute the RFP.

Evaluate the responses.

Reduce the list of vendors to a few who will be invited onsite to make a formal presentation.

Conduct the onsite presentations.

Choose the final vendor(s), and write and sign the contract.

Selection Criteria Continue….

Project Management Recruitment

Developing a Team Development Plan

After you’ve assembled your team and assessed each member’s characteristics, you may discover several

areas in which the team is noticeably weak.

Although your job as project manager is to manage the work of the project not to be a career or professional development manager, you still have to get the project done, and any imbalance on the team can be a barrier to your success.

As project manager, identify the high-risk areas that are not covered by at least one team member who can deal with those types of risks.

As part of your risk management plan, put a development plan in place for selected members of the team.

What form might that development plan take? Here are two possibilities:

Project Management Recruitment

You might want to use a conflict-resolution management behaviour called masked behaviour.

That training involves creating an awareness of the behaviour that is lacking and practicing it under supervision.

(For example, technology professionals are generally not very good people persons)

Sensitivity training for these team members might include listening skills, learning how to be a team player, acceptance of change, diversity training, and other related interpersonal skills training

You might consider sensitivity training for all or some of the team.

Briefly, it means that you find the person on your team whose normal behaviour is as close as possible to the missing behaviour.

That person then role-plays as though his or her normal behaviour were the missing behaviour.

Project Management Recruitment

Decision Making

Team members make decisions continuously as they engage in the work of the project, and

Some of those decisions are obvious and straightforward and may not require the involvement of other team

Members

However, other decisions are more complex and may require the involvement and active participation of the team, the client, and even people outside of the project.

Directive:

The person with the authority (the project manager for the project and the task manager for the task) makes the decision for all team members.

Although this approach is certainly expedient, it has obvious drawbacks.

The only information available is the information that the decision maker possesses, which may or may not be correct or complete.

An added danger is that those who disagree or were left out of the decision may be resistant or unwilling to carry it out.

A directive approach is often used when time is of the essence and a decision is needed immediately.

It makes no sense to hold a committee meeting to get everyone’s input before proceeding.

The three major types of decision-making models are as follows:

Project Management Recruitment

Decision Making

Participative—

In this model, everyone on the team contributes to the decision-making process.

A interaction is created as the best decision is sought, because everyone has an opportunity to participate, commitment will be much stronger than in the directive approach.

Obviously, there is an additional benefit to team building — empowerment of the team.

Highly recommended to use this participative approach whenever possible.

Because the team members have a chance to participate in the decision-making process,

- they will be much more committed to the decision that is made and more likely to support it during implementation.

- the project manager is much better off using this approach than a directive approach.

Project Management Recruitment

Decision Making

Consultative:

This middle-ground approach combines the best of the other two approaches.

The person in authority makes the final decision, but this decision is made only after consulting with all members to get their input and ideas.

This approach is participative at the input stage but directive at the point of decision making. In some cases, when expediency is required, this approach is a good one to take.

Rather than having to involve the entire team, the project manager can decide whose input should be sought and then make the decision based on that input.

This is a very good strategy, and it can have positive effects on those whose input was sought.

Project Management Recruitment

Selecting a model to use in a specific situation is generally a function of the gravity and time sensitivity of the pending decision.

Some organisations have constructed categories of decisions, with each category defined by some financial parameters, such as the value of the decision, or by some scope parameters, such as the number of business units or clients affected by the decision.

The person responsible for making the decision is defined for each decision category—the more serious the category, the higher the organizational level of the decision maker.

Some decisions might be made by an individual team member, some by a task manager, some by the project manager, some by the client, and some by senior management.

Yet others might require a group decision, using either a participative or a consultative approach.

Project Management Recruitment

Decision Making

Conflict Resolution

The next area for which operating rules are needed deals with how the team resolves conflicts.

Conflicts arise when two or more team members have a difference of opinion, when the client takes issue with an action to be taken by the project team, or in a variety of other situations involving two parties with different points of view.

In all of these examples, the difference must be resolved.

Clearly, conflict resolution is a much more sensitive situation than the decision-making rule because it is confrontational and situational, whereas the decision-making rule is procedural and structured.

Depending on the particular conflict situation, the team might adopt one of the following three conflict resolution styles:

Some people will do anything to avoid a direct confrontation.

Some agree even though they are opposed to the outcome.

This style cannot be tolerated on the project team.

Each person’s input and opinion must be sought.

It is the responsibility of the project manager to ensure that this happens.

A simple device is to ask all of the team members in turn what they think about the situation and what they suggest should be done about it.

Summary:

Avoidant Approach

Often this approach will defuse any direct confrontation between two individuals on the team.

Some people avoid confrontation at all costs; others seem to seek it out.

Some team members play devil’s advocate at the least provocation.

At times this is advantageous — testing the team’s thinking before making the decision.

At other times it tends to raise the level of stress and tension, when many team members will see it as a waste of time and not productive.

The project manager must be able to identify these combative team members and act to mitigate the chances of these combative situations arising.

Summary:

Combative Approach

https:// www.youtube.com/watch?v=rBSCvPYGnTc

What is a PROJECT? (Recap)

Project Management

https:// www.youtube.com/watch?v=9LSnINglkQA

Overview of Project Management

Reflect on your group presentations and start to think about

a PROJECT you would work on towards the INDIVIDUAL

ASSIGNMENT

Project Management

powerpoint/MAN7084 Wk_Session 8 Monitoring and Controlling Projects.pptx

MAN7084 Project Management

Week 8: Monitoring and Controlling Projects

Teaching Team:

Project Management

Suhil Khan: [email protected]

Kulbir Bains: [email protected]

Project Management

Brief recap of last week

Project Management Monitoring

Controlling Projects

Recap of Assignment

Project Management Recruitment -Recap

Normally, contract team members are available to work on the project for only short periods of time.

A contract team member may possess a skill that is needed for just a brief time, and he or she is assigned to the project for that time only.

As soon as the assigned task is completed, he or she leaves the project. (See Chapter 3 for additional discussion of Procurement Management).

Implications of Adding Contract Team Members

Contract team members present the project manager with a number of challenges.

In most systems development efforts, it is unlikely that professionals would be assigned full-time to the project team.

Rather, people will join the project team only for the period of time during which their particular expertise is needed.

The project manager must be aware of the implications to the project when contract professionals are used, which may include the following:

There may be little or no variance in the time contracted team members are available, so the tasks on which they work must remain on schedule.

They must be briefed on their role in the project and how their task relates to other tasks in the project.

Commitment of contract members is typically a problem because their priorities probably lie elsewhere.

Quality of work may be an issue because of poor levels of commitment. They just want to get the job done and get on with their next assignment

Contract team members will often require more supervision than core team members.

Implications of Adding Contract Team Members Continue…

Project Management Recruitment -Recap

Selection Criteria

Project Management Recruitment -Recap

If as a project manager, you’ve made the decision to buy rather than build a project team, you must determine who will get your business.

Contract team members are usually employed or represented by agencies that cater to technical professionals who prefer freelancing to full-time employment.

These professionals are available for short-term assignments in their area of specialisation.

To employ these professionals, you must make the following decisions: what process you’re going to follow, who should be invited to submit information, and how you’re going to evaluate the information received.

The evaluation often takes the form of a score sheet

The score sheet contains questions grouped by major features and functions, with weights attached to each answer.

A single numeric score is then calculated to rank vendor responses.

Non-quantitative data such as client relations and client services are also collected from reference accounts provided by the vendor.

Here are the steps you might take as a project manager to engage the services

of a contract team member:

Identify the types of skills and the number of personnel needed, and the time frame within which they will be required.

Identify a list of companies that will be invited to submit a proposal.

Write the Request for Proposal (RFP).

Establish the criteria for evaluating responses and selecting the vendor(s).

Distribute the RFP.

Evaluate the responses.

Reduce the list of vendors to a few who will be invited onsite to make a formal presentation.

Conduct the onsite presentations.

Choose the final vendor(s), and write and sign the contract

Project Management Recruitment -Recap

Developing a Team Development Plan

After you’ve assembled your team and assessed each member’s characteristics, you may discover several areas in which the team is noticeably weak.

Although your job as project manager is to manage the work of the project not to be a career or professional development manager

- you still have to get the project done, and any imbalance on the team can be a barrier to your success.

As project manager, identify the high-risk areas that are not covered by at least one team member who can deal with those types of risks.

As part of your risk management plan, put a development plan in place for selected members of the team.

What form might that development plan take; = here are two possibilities:

Project Management Recruitment -Recap

You might want to use a conflict-resolution management behaviour called masked behaviour.

Briefly, it means that you find the person on your team whose normal behaviour is as close as possible to the missing behaviour.

Project Management Recruitment -Recap

That person then role-plays as though his or her normal behaviour were the missing behaviour.

You might consider sensitivity training for all or some of the team.

That training involves creating an awareness of the behaviour that is lacking and practicing it under supervision.

(Example, technology professionals are generally not very good people persons).

Sensitivity training for these team members might include listening skills, learning how to be a team player, acceptance of change, diversity training, and other related interpersonal skills training.

Project Management Recruitment -Recap

Decision Making

Team members make decisions continuously as they engage in the work of the project.

Some of those decisions are obvious and straightforward and may not require the involvement of other team members

other decisions are more complex and may require the involvement and active participation of the team,

the client, and even people outside of the project.

The three major types of decision-making models are as follows:

Directive — In this model, the person with the authority (the project manager for the project and the task manager for the task) makes the decision for all team members.

Although this approach is certainly useful, it has obvious drawbacks.

The only information available is the information that the decision maker possesses, which may or may not be correct or complete.

An added danger is that those who disagree or were left out of the decision may be resistant or unwilling to carry it out.

A directive approach is often used when time is of the essence and a decision is needed immediately.

It makes no sense to hold a committee meeting to get everyone’s input before proceeding

Project Management Recruitment -Recap

Decision Making

Participative — In this model, everyone on the team contributes to the decision-making process.

An interaction is created as the best decision is sought.

Because everyone has an opportunity to participate, commitment will be much stronger than in the directive approach.

Obviously, there is an additional benefit to team building—empowerment of the team.

Using this participative approach whenever possible is highly recommended

Because the team members have a chance to participate in the decision-making process, they will be much more committed to the decision that is made and more likely to support it during implementation.

From a political perspective, the project manager is much better off using this approach than a directive approach.

Project Management Recruitment -Recap

Decision Making

Consultative —This middle-ground approach combines the best of the other two approaches.

The person in authority makes the final decision, but this decision is made only after consulting with all members to get their input and ideas.

This approach is participative at the input stage but directive at the point of decision making.

In some cases, when expediency is required, this approach is a good one to take.

Rather than having to involve the entire team, the project manager can decide whose input should be sought and then make the decision based on that input.

This is a very good strategy, and it can have positive effects on those whose input was sought.

Project Management Recruitment -Recap

Selecting a model to use in a specific situation is generally a function of the seriousness and time sensitivity of the pending decision.

Some organisations have constructed categories of decisions, with each category defined by some financial parameters:

such as the value of the decision, or by some scope parameters, such as the number of business units or clients affected by the decision.

The person responsible for making the decision is defined for each decision category—the more serious the category, the higher the organizational level of the decision maker.

Some decisions might be made by an individual team member, some by a task manager, some by the project manager, some by the client, and some by senior management.

Yet others might require a group decision, using either a participative or a consultative approach.

Project Management Recruitment -Recap

Conflict Resolution

The next area for which operating rules are needed deals with how the team resolves conflicts.

Conflicts arise when two or more team members have a difference of opinion

When the client takes issue with an action to be taken by the project team, or in a variety of other situations involving two parties with different points of view.

In all of these examples, the difference must be resolved.

Clearly, conflict resolution is a much more sensitive situation than the decision-making rule because it is confrontational and situational, whereas the decision-making rule is procedural and structured.

Depending on the particular conflict situation, the team might adopt one of the following two conflict resolution styles:

Project Management Recruitment -Recap

Avoidant:

Some people will do anything to avoid a direct confrontation, they agree even though they are

opposed to the outcome.

This style cannot be tolerated on the project team (each person’s input and opinion must be sought)

It is the responsibility of the project manager to ensure that this happens (everyone have a say)

A simple device is to ask all of the team members in turn what they think about the situation and what they suggest should be done about it - often this approach will defuse any direct confrontation between two individuals on the team.

2. Combative

Some people avoid confrontation at all costs; others seem to seek it out.

Some team members play devil’s advocate at the least provocation.

At times this is advantageous—testing the team’s thinking before making the decision.

At other times it tends to raise the level of stress and tension, when many team members will see it as a waste of time and not productive.

The project manager must be able to identify these combative team members and act to mitigate the chances of these combative situations arising.

Project Management Control

The project plan is a system as defined by the scope triangle.

As such, it can get out of balance, and a get-well plan must be put in place to restore balance to the system.

The longer the project manager waits to put the fix in place, the longer it will take to restore balance.

The controls you will learn are designed to discover out-of-balance situations early and put get-well plans in place quickly.

You can use a variety of reports as control tools, most can be used in numeric and tabular form, but I suggest using graphics wherever possible.

A well-done graphic is essential.

It does not require a lengthy explanation and certainly doesn’t require a lot of reading.

Be aware of the fact that senior managers don’t have a lot of time to dwell on your report.

Give them what they need as briefly as possible.

Graphics are particularly effective in that regard.

Senior managers generally aren’t interested in reading long reports only to find out that everything is on schedule.

Project Management Control

Although they will be pleased that your project is on track, their time could have been spent on other pursuits that require their attention.

When projects are not on schedule, they want to know this as soon as possible and see what corrective action you plan to take or how they can help.

Project Management Control

Templates

Here are some of the reporting tools:

Current period reports

Cumulative reports

Exception reports

Stoplight reports

Variance reports

Gantt charts

Burn charts

Milestone trend charts

Earned value analysis (EVA)

Integrated milestone trend charts and EVA

Project status meetings

Problem escalation strategies

Which do you feel are most useful and why?

Review in small groups for 5 minutes

Project Management Control

Progress Reporting

After project work is under way, you want to make sure that it proceeds according to plan.

To do this, you need to establish a reporting system that keeps you informed of the many variables that describe how the project is proceeding as compared to the plan.

A reporting system has the following characteristics:

Provides timely, complete, and accurate status information

Doesn’t add so much overhead time as to be counterproductive

Is readily acceptable to the project team and senior management

Has an early warning system of pending problems

Is easily understood by those who have a need to know

To establish this reporting system, you can choose from among the hundreds of reports that are standard fare in project management software packages.

Once you decide what you want to track, these software tools offer several suggestions and standard reports to meet your needs.

Most project management software tools enable you to customize their standard reports to meet even the most specific needs.

Project Management Control

Progress Reporting

Types of Project Status Reports

There are five types of project status reports: current period, cumulative, exception, stoplight, and variance.

Each of these report types is described here.

Current Period Reports

These reports cover only the most recently completed period.

They report progress on activities that were open or scheduled for work during the period.

Reports might highlight activities completed, as well as the variance between scheduled and actual completion dates.

If any activities did not progress according to plan, the report should include the reasons for the variance and the appropriate corrective measures that will be implemented to fix the schedule slippage

Project Management Control

Cumulative Reports

These reports contain the history of the project from the beginning to the end of the current report period.

They are more informative than the current period reports because they show trends in project progress.

For example, a schedule variance might be tracked over several successive periods to show improvement.

Reports can be at the activity or project level.

Progress Reporting

Exception Reports

Exception reports indicate variances from the plan.

These reports are typically designed for senior management to read and interpret quickly.

Reports that are produced for senior management merit special consideration.

Senior managers do not have a lot of time to read reports that tell them everything is on schedule and there are no problems serious enough to warrant their attention.

Project Management Control

In such cases, a one-page, high-level summary report that says everything is okay is usually sufficient.

It might also be appropriate to include a more detailed report as an attachment for those who might want more information.

The same might be true of exception reports.

That is, the one-page exception report tells senior managers about variances from the plan that will be of interest to them, and an attachment provides more details for the interested reader

Stoplight Reports

Stoplight reports are a variation that can be used on any of the previous report types.

Here is a technique you might want to try: When the project is on schedule and everything seems to be proceeding as planned, put a green sticker on the top-right corner of the first page of the project status report.

This sticker will signal to senior managers that everything is progressing according to plan, and they need not even read the attached report

Project Management Control

Progress Reporting

Variance Reports

Variance reports do exactly what their name suggests — they report differences between what was planned and what actually happened.

The tabular version of the report has the following three columns:

The planned number

The actual number

The difference, or variance, between the two

A variance report can be in one of the following two formats:

The first is a numeric format containing rows that show the actual, planned, and variance values for those variables requiring such calculations.

Typical variables that are tracked in a variance report are schedule and cost.

Example, the rows might correspond to the activities open for work during the report period, and the columns might be the planned cost to date, the actual cost to date, and the difference between the two.

The impact of departures from the plan is signified by larger values of this difference (the variance).

Project Management Control

Progress Reporting

The second format is a graphical representation of the numeric data.

It might be formatted so that plan data is shown for each report period of the project,

denoted with a curve of one colour, and the actual data is shown for each report

period of the project, denoted by a curve of a different colour.

The variance need not be graphed at all because it is merely the difference

between the two curves at some point in time.

One advantage of the graphical version of the variance report is that it shows

any variance trend over the report periods of the project,

whereas the numeric report generally shows data only for the current

report period.

Project Management Control

Progress Reporting

Typical variance reports are snapshots in time (the current period) of the status of an entity being tracked.

Most variance reports do not include data points that report how the project reached that status.

Those that show trends are primitive earned value reports.

These are discussed later in this chapter.

Project variance reports can be used to report project as well as activity variances.

For the sake of the managers who will have to read these reports, It is recommend that, one report format be used regardless

of the variable being tracked.

Your upper management will quickly become comfortable with a reporting format that is consistent across all projects or activities within a project.

It will make life a bit easier for you, as the project manager, too.

Here are five reasons why you should measure duration and cost variances:

Project Management Control

Catch deviations from the curve early —The cumulative actual cost or actual duration can be plotted

against the planned cumulative cost or cumulative duration.

As these two curves begin to display a variance from one another, the project manager should put corrective measures in place to bring the two curves together.

This re-establishes the agreement between planned and actual performance, as described in detail in the “Earned Value Analysis” section later in this chapter.

Dampen oscillation—Planned versus actual performance should display a similar pattern over time.

Wild fluctuations between the two are symptomatic of a project that is not under control.

Such a project will get behind schedule or overspend in one report period, be corrected in the next period, and go out of control in the next period.

Variance reports can provide an early warning that such conditions are likely, giving the project manager an opportunity to correct the anomaly before it gets serious.

Smaller oscillations are easier to correct than larger oscillation (repetitive variation).

Project Management Control

3. Allow early corrective action — As just suggested, the project manager would prefer to be alerted to a schedule or cost problem early in the development of the problem, rather than later.

Early problem detection may offer more opportunities for corrective action than later detection.

4.Determine weekly schedule variance — I have found that progress on activities open for work should be reported on a weekly basis.

This is a good compromise on report frequency and gives the project manager the best opportunity for corrective action plans before a situation escalates to a point where it will be difficult to recover any schedule slippages.

Progress Reporting

5. Determine weekly effort (person hours/day) variance —The difference between the planned effort and actual effort has a direct impact on both planned cumulative cost and the schedule.

If the effort is less than planned, it may suggest potential schedule slippage if the person is not able to increase his or her effort on the activity in the following week.

Alternatively, if the weekly effort exceeded the plan and the progress was not proportionately the same, a cost overrun situation may be developing.

Project Management Control

Progress Reporting

Early detection of out-of-control situations is important. The longer you wait to discover a problem, the longer it will take for your solution to bring the project back to a stable condition.

How and What Information to Update

As input to each of these report types, activity managers and the project man-ager must report the progress made on all activities that were open for work (in other words, those that were to have work completed on them during the report period) during the period of time covered by the status report. Recall that your planning estimates of activity duration and cost were based on little or no information. Now that you have completed some work on the activity, you should be able to provide a better estimate of duration and cost. This is reflected in a re-estimate of the work remaining to complete the activity. That update information should also be provided.

Project Management Control

Determine a set period of time and day of week—The project team will have agreed on the day of the week and time of day by which all updated information is to be submitted.

A project administrator or another team member is responsible for ensuring that all update information is on file by the report deadline.

Report actual work accomplished during this period — What was planned to be accomplished and what was actually accomplished are often two different things.

How and What Information to Update

Rather than disappoint the project manager, activity managers are likely to report that the planned work was actually accomplished.

Their hope is to catch up by the next report period.

Project managers need to verify the accuracy of the reported data, rather than simply accept it as accurate.

Spot-checking on a random basis should be sufficient.

Record historical data and re-estimate remaining work (in-progress work only) —The following two kinds of information are reported:

Project Management Control

All work completed prior to the report deadline is historical information.

It enables variance reports and other tracking data to be presented and analysed.

The other kind of information is future-oriented.

For the most part, this information consists of re-estimates of duration and cost and estimates to completion (both cost and duration) of the activities still open for work.

Report start and finish dates—These are the actual start and end dates of activities started or completed during the report period.

Record days of duration accomplished and remaining—First reported is how many days have been spent so far working on this activity.

The second number is based on the re-estimated duration as reflected in the time-to-completion number.

Project Management Control

How and What Information to Update

Report resource effort (hours/day) spent and remaining (in-progress work only)

Whereas the preceding numbers report calendar time, these two numbers report labour time over the duration of the activity. One reports labour completed over the duration already accomplished.

The other reports labour to be spent over the remaining duration.

Report percent complete

Percent complete is the most common method used to record progress

It is the way people tend to think about what has been done in reference to the total job to be completed.

Percent complete isn’t the best method to report progress, however, because it is a subjective evaluation.

What goes through a person’s mind when you ask him or her, “What percent complete are you on this activity?”

The first thing is most likely, “What percent should I be?” This is followed closely by, “What’s a number that we can all be happy with?”

Project Management Control

To calculate the percent complete for an activity:

You need something countable.

Different approaches have been used to calculate percent complete, including the following:

Duration

Resource work

Cost

Project Management Control

Frequency of Gathering and Reporting Project Progress

A logical frequency for reporting project progress is once a week, usually on Friday afternoon.

For some projects, such as refurbishing a large jet airliner, progress is recorded after each shift, three times a day.

I’ve seen others that were of such a low priority or long duration that they were updated once a month.

For most projects, start gathering the information around noon on Friday.

Let people extrapolate to the end of the workday.

Variances

Variances are deviations from plan.

Think of a variance as the difference between what was planned and what actually occurred.

There are two types of variances: positive variances and negative variances.

Project Management Control

Positive Variances

Positive variances are deviations from the plan - indicating that an ahead-of-schedule situation has occurred or that an actual cost was less than a planned cost.

This type of variance is good news to the project manager, who would rather hear that the project is ahead of schedule or under budget.

Positive variances bring their own set of problems, however, which can be as serious as negative variances.

Positive variances can result in rescheduling to bring the project to completion early, under budget, or both.

Resources can be reallocated from a head-of-schedule projects to behind-schedule projects.

Positive variances also can result from schedule slippage! Consider budget.

Being under budget means that not all dollars were expended, which may be the direct result of not having completed work that was scheduled for completion during the report period.

Project Management Control

Negative Variances

Negative variances are deviations from the plan indicating that a behind-schedule situation has occurred or that an actual cost was greater than a planned cost.

Being behind schedule or over budget is not what the project manager or reporting manager wants to hear.

Negative variances are not necessarily bad news, however. For example, you might have overspent because you accomplished more work during the report period than was planned.

In overspending during this period, you could have accomplished the work at less cost than was originally planned.

You can’t tell by looking at the variance report.

You will need the details available in the EVA reports

Project Management Control

Gantt Charts

Graphical Charts

A Gantt chart is one of the most convenient, most frequently used, and easiest-to-grasp representations of project activities that I have encountered.

The chart is formatted as a two-dimensional representation of the project schedule, with activities shown in the rows and time shown across the horizontal axis.

It can be used during planning, for resource scheduling, and for status reporting.

The only downside to using a Gantt chart is that it does not contain dependency relationships between tasks or activities.

Some project management software tools provide an option to display these dependencies, but the result is a graphical report that is so cluttered with lines representing the dependencies that the report is next to useless.

In some cases, dependencies can be guessed at from the Gantt chart, but in most cases, they are lost.

Project Management Control

Graphical Charts (Gantt Charts)

Stoplight Reports

As mentioned earlier in the chapter, stoplight reports are a very effective way to communicate status instinctively without burdening senior managers with the need to read anything.

The explanation will, of course, be in the attached report if the managers are interested in reading the details.

Project Management Control

Graphical Charts

Gantt Charts

Graphical Charts

Burn Charts

Burn charts are another instinctive tool that displays the cumulative consumption of any

resource over time, expressed either as a percentage of the resource allocated to the

project or the quantity of the resource.

If you are displaying the quantity, there should be a horizontal

line showing the maximum quantity of the resource available.

.

Burn charts are very simple, but their management value can be increased by showing the planned resource consumption along with the actual resource consumption (as shown here).

For a more sophisticated display of resource use against the

plan, earned value analysis (EVA) would be used

Project Management Control

Project Management Control

Graphical Charts

Milestone Trend Charts

Milestones are significant events that you want to track in the life of the project.

These significant events are zero-duration activities and merely indicate that a certain condition exists in the project.

For example, a milestone event might be the approval of several different component designs.

This event consumes no time in the project schedule.

It simply reflects the fact that those approvals have all been granted.

The completion of this milestone event may be the predecessor of several build-type activities in the project plan.

Milestone events are planned into the project in the same way that activities are planned into the project.

They typically have finish-to-start (FS) relationships with the activities that are their predecessors and their successors.

Project Management Control

Managing Project Status Meetings

To keep close track of progress on the project, the project manager needs information from his or her team on a timely basis.

This information will be provided during a project status meeting.

At a minimum, you need to have a status meeting at least once a week.

On some of my major projects, daily status meetings were the norm for the first few weeks, and when the need for daily information wasn’t as critical, I switched to twice a week and finally to weekly status meetings.

Who Should Attend Status Meetings?

To use the status meetings correctly and efficiently, it’s important to figure out who should be in attendance.

This information should be a part of your communication plan.

Project Management Control

At first your status team may include only those team members who are needed in the Planning Phase.

If the other team members don’t need to know the information, don’t make them come to a meeting and sit there

without a good reason.

You are going to distribute meeting minutes any-way, so the team members who aren’t needed at the actual meeting will be informed about what transpired.

When choosing who should attend, keep the following points in mind:

Project Management Control

Find a project and review how it was monitored and controlled

Case Study Review of 1) Arts and Culture Festival or 2) a self-determined project of your choice from within the Creative Industries Sector Event.

Identify a project in a sector of interest.

Estimate where information is not available, how the project was probably monitored and controlled for issues such as scope creep and variance.

Feedback your findings next week–10 minutes per group –Formative Assessment

Project Management Control

Managing Project Status Meetings

There will be times in a status meeting when two team members get into a discussion and the other people in the meeting aren’t needed.

If this happens, ask them to conduct a sidebar meeting so that your own status meeting can continue.

A sidebar meeting is one in which a limited number of people need to participate, and problems can resolved more effectively away from your status meeting.

Having everyone in the room listen to these sidebar topics isn’t useful.

When Are Status Meetings Held?

Usually, status meetings are held toward the end of the week.

Just make sure it’s the same day each week.

People get used to preparing information for a status meeting if they know exactly when the meeting will occur

Project Management Control

Managing Project Status Meetings

What Is the Purpose of a Status Meeting?

You hold a status meeting to get information to the whole team.

On large projects, the participants in the status meeting may be representatives of their department.

You can’t have all the people on a 250-person project team come into a meeting once a week, so make sure that someone is there to represent the rest of the people in their section.

The purpose of the meeting is to encourage the free flow of information, and that means ensuring that the people who need to have information to do their jobs get the information at the status meeting.

Remember once again that you are going to distribute minutes of the meeting later, so that will take care of the people who aren’t in attendance.

End of Session Activity

Find a project and review how it was monitored and controlled

Case Study Review of 1) Arts and Culture Festival or 2) a self-determined project of your choice from within the Creative Industries Sector Event.

Identify a project in a sector of interest.

Estimate where information is not available, how the project was probably monitored and controlled for issues such as scope creep and variance.

Feedback your findings next week–10 minutes per group –Formative Assessment

powerpoint/MAN7084 Wk_Session 9 Closing Projects Traditional Project Mgt.pptx

MAN7084 Project Management

Week 9:

Closing Project (Traditional Projects Management)

Suhil Khan: [email protected]

Kulbir Bains: [email protected]

Teaching Team:

Last Session Recap

Project Management Closing Projects

Controlling Projects…

Q & A

Project Management

Session Objectives

Find a project and review how it was monitored and controlled

Case Study Review of 1) Arts and Culture Festival or 2) a self-determined project of your choice from within the Creative Industries Sector Event.

Identify a project in a sector of interest.

Estimate where information is not available, how the project was probably monitored and controlled for issues such as scope creep and variance.

Feedback your findings next week– 10 minutes per group – Formative Assessment

Last Week’s End of Session Activity

Project Management Control - Recap

Frequency of Gathering and Reporting Project Progress

Negative Variances

Negative variances are deviations from the plan indicating that a behind-schedule situation has occurred or that an actual cost was greater than a planned cost.

Being behind schedule or over budget is not what the project manager or reporting manager wants to hear.

Negative variances are not necessarily bad news, however, for example, you might have overspent because you accomplished more work during the report period than was planned.

In overspending during this period, you could have accomplished the work at less cost than was originally planned.

You can’t tell by looking at the variance report.

You will need the details available in the EVA reports

Project Management Control

Gantt Charts

Graphical Charts

A Gantt chart is one of the most convenient, most frequently used, and easiest-to-grasp representations of project activities that I have encountered.

The chart is formatted as a two-dimensional representation of the project schedule, with activities shown in the rows and time shown across the horizontal axis.

It can be used during planning, for resource scheduling, and for status reporting.

The only downside to using a Gantt chart is that it does not contain dependency relationships between tasks or activities.

Some project management software tools provide an option to display these dependencies, but the result is a graphical report that is so cluttered with lines representing the dependencies that the report is next to useless.

In some cases, dependencies can be guessed at from the Gantt chart, but in most cases, they are lost.

Stoplight Reports

As mentioned earlier in the chapter, stoplight reports are a very effective way to communicate status instinctively without burdening senior managers with the need to read anything.

The explanation will, of course, be in the attached report if the managers are interested in reading the details.

Project Management Control

Graphical Charts

Gantt Charts

Graphical Charts

Burn Charts

Burn charts are another instinctive tool that displays the cumulative consumption of any

resource over time, expressed either as a percentage of the resource allocated to the

project or the quantity of the resource.

If you are displaying the quantity, there should be a horizontal

line showing the maximum quantity of the resource available.

Burn charts are very simple, but their management value can be

increased by showing the planned resource consumption along with

the actual resource consumption (as shown here).

For a more sophisticated display of resource use against the

plan, earned value analysis (EVA) would be used

Project Management Control Recap

Project Management Control

Graphical Charts

Milestone Trend Charts

Milestones are significant events that you want to track in the life of the project.

These significant events are zero-duration activities and merely indicate that a certain condition exists in the project.

For example, a milestone event might be the approval of several different component designs.

This event consumes no time in the project schedule.

It simply reflects the fact that those approvals have all been granted.

The completion of this milestone event may be the predecessor of several build-type activities in the project plan.

Milestone events are planned into the project in the same way that activities are planned into the project.

They typically have finish-to-start (FS) relationships with the activities that are their predecessors and their successors.

Project Management Control

Managing Project Status Meetings

To keep close track of progress on the project, the project manager needs information from his or her team on a timely basis.

This information will be provided during a project status meeting.

At a minimum, you need to have a status meeting at least once a week.

On some of my major projects, daily status meetings were the norm for the first few weeks, and when the need for daily information wasn’t as critical, I switched to twice a week and finally to weekly status meetings.

Who Should Attend Status Meetings?

To use the status meetings correctly and efficiently, it’s important to figure out who should be in attendance.

This information should be a part of your communication plan.

Project Management Control-Recap

Managing Project Status Meetings

There will be times in a status meeting when two team members get into a discussion and the other people in the meeting aren’t needed.

If this happens, ask them to conduct a sidebar meeting so that your own status meeting can continue.

A sidebar meeting is one in which a limited number of people need to participate, and problems can resolved more effectively away from your status meeting.

Having everyone in the room listen to these sidebar topics isn’t useful.

When Are Status Meetings Held?

Usually, status meetings are held toward the end of the week.

Just make sure it’s the same day each week.

People get used to preparing information for a status meeting if they know exactly when the meeting will occur

Project Management Control-Recap

Managing Project Status Meetings

What is the Purpose of a status Meetings

You hold a status meeting to get information to the whole team.

On large projects, the participants in the status meeting may be representatives of their department.

You can’t have all the people on a 250-person project team come into a meeting once a week, so make sure that someone is there to represent the rest of the people in their section.

The purpose of the meeting is to encourage the free flow of information, and that means ensuring that

the people who need to have information to do their jobs get the information at the status meeting.

Remember once again that you are going to distribute minutes of the meeting later, so that will take care of the people who aren’t in attendance.

Project Management Closure

The client decides when the project can move to the Closing Phase.

This is not an arbitrary decision, but one based on the acceptance criteria initiated during project planning and maintained throughout the project.

Whenever a scope change request has been approved, the acceptance criteria are updated to reflect that.

In most cases, the acceptance criteria are nothing more than a checklist that reflects the client requirements.

After all of the items have been checked as satisfactorily completed, the project is ready to move to the closing activities.

Gaining Approval to Close the Project

Project Management Closure

Closing a project is all too often a sigh of relief on the part of the development team and the client team.

The punishment has finally ended, and everyone can return to their normal jobs.

There are probably project responsibilities that are behind schedule and waiting for you to get started on them.

Is that how you remember project closings? Or do you remember them as celebrations of success?

How to close a project

Using Tools, Templates, and Processes to Close a Project

By using the following tools, templates, and processes you can turn a project closing into an ordered and defined process:

Acceptance test procedures (ATP)

Implementation strategies

Project documentation

Post-implementation audit

Final project report

Project Management Closure

Writing and Maintaining Client Acceptance Procedures

The worst time to negotiate the completion of a project is at its eleventh hour.

If you wait until then, you are at the mercy of the client.

A company that I worked for developed Internet and intranet solutions for their clients using fixed bid contracts.

The company was very sloppy about scope change control and did not formally establish project completion criteria.

As a result, the company was always facing last-minute changes from the client.

Profit margins were seriously eroded as a result.

In fact, they had trapped themselves on more than one occasion and ended up spending more to complete projects than they received from their clients; the message is clear.

The process of writing and maintaining client acceptance test procedures begins during requirements gathering, is documented during project planning, is maintained during project execution, and is applied as the only criteria for moving to the project Closing Phase

Project Management Closure

Closing the project is routine once you have the client’s approval of the deliverables.

It involves the following six steps:

Getting client acceptance of deliverables

Ensuring that all deliverables are installed

Ensuring that the documentation is in place

Getting client sign-off on the final report

Conducting the post-implementation audit

Celebrating the success

This chapter describes each of these steps in more detail.

Closing a Project

Project Management Closure

1. Getting client acceptance of deliverables

The client decides when the project is done.

It is your job as the project manager to demonstrate that the deliverables (whether products or services) meet client specifications.

For small projects, this acceptance can be very informal and ceremonial, or it can be very formal, involving extensive acceptance testing against the client’s performance specifications.

Ceremonial Acceptance

Ceremonial acceptance is an informal acceptance by the client.

It does not have an accompanying sign-off of completion or acceptance.

It simply happens.

The following two situations fall under the heading of ceremonial acceptance:

Project Management Closure

The first involves deadline dates at which the client must accept the project as complete, whether or not it meets the specifications.

For example, if the project is to plan and conduct a conference, the conference will happen whether or not the project work has been satisfactorily completed.

1. Getting client acceptance of deliverables

The second involves a project deliverable requiring little or no checking to determine whether specifications have been met—for example, planning and taking a vacation.

A colleague of mine shared the following example with me.

The project involved recommending or not recommending the renewal of a hosted IT service.

There really was no client to satisfy—just a decision to be made.

The project ended on a ceremonial note following the filing of the recommendation.

Project Management Closure

Getting client acceptance of deliverables Formal

Acceptance

Formal acceptance occurs in projects for which you and the client have written an acceptance test procedure (ATP).

In many cases, especially for projects that involve computer applications development, writing an ATP may be a joint effort of the client and appropriate members of the project team.

It typically is done very early in the life of the project.

This ATP requires that the project team demonstrate compliance with every feature in the client’s performance specification.

A checklist is used and requires a feature-by-feature sign-off based on performance tests.

These tests are conducted jointly and administered by the client and appropriate members of the project team

Project Management Closure

The second step of closing a project is to go live with the deliverables.

This commonly occurs in computer systems work.

The installation can involve phases, cutovers, or some other rollout strategy.

In other cases, it involves nothing more than flipping a switch.

Either way, some event or activity turns things over to the client.

This installation triggers the beginning of a number of close-out activities that mostly relate to documentation and report preparation.

After installation is complete, the deliverables move to support and maintenance, and the project is officially closed.

There are four popular methods to install deliverables, and the subsections that follow discuss them.

Installing Project Deliverables

Project Management Closure

2. Installing Project Deliverables

Phased Approach

The phased approach decomposes the deliverable into meaningful chunks and implements the chunks in the appropriate sequence.

This approach would be appropriate in cases where resource limitations prevent any other approach from being used.

Cut-Over Approach

The cut-over approach replaces the old deliverable with the new deliverable in one action.

To use this approach, the testing of the new system must have been successfully completed in a test environment that is exactly the same as the production environment.

Parallel Approach

In the parallel approach, the new deliverables are installed while the old deliverables are still operational.

Both the old and the new deliverables are simultaneously in production mode.

In cases where the new system might not have been completely tested in an environment exactly like the production environment, this approach will make sense.

It allows the new system to be compared with the old system on real live data.

Project Management Closure

By-Business-Unit Approach

In the by-business-unit approach, the new deliverables are installed in one business unit at a time,

usually in the chronological order that the system is used.

Like the phased approach, this approach is appropriate when resource constraints prohibit a full implementation at one time.

Similar to the by-business-unit approach would be a geographic approach where the system is installed at one geographical location at a time.

This facilitates geographic differences, too.

Installing Project Deliverables

3. Documenting the Project

Documentation always seems to be the most difficult part of the project to complete.

There is little glamour in writing documentation.

That does not diminish its importance, however, there are at least five reasons why you need to write documentation.

Those five reasons are described here

Project Management Closure

3. Documenting the Project

Reference for Future Changes in Deliverables

Even though the project work is complete, there will most likely be further changes that warrant follow-up projects.

By using the deliverables, the client will identify improvement opportunities, features to be added, and functions to be modified.

The documentation of the project just completed is the foundation for the follow-up projects.

Historical Record for Estimating Duration and Cost on Future Projects, Activities, and Tasks

Completed projects are a terrific source of information for future projects, but only if the data and other documentation from them is archived so that it can be retrieved and used.

Estimated and actual durations and costs for each activity on completed projects are particularly valuable for estimating these variables on future projects.

Project Management Closure

3. Documenting the Project

Training Resource for New Project Managers

History is a great teacher, and nowhere is that more significant than on completed projects.

Such items as how the Work Breakdown Structure (WBS) was determined; how change requests were analysed and decisions reached; problem identification, analysis, and resolution situations; and a variety of other experiences are invaluable lessons for the newly appointed project manager.

Input for Further Training and Development of the Project Team

As a reference, project documentation can help the project team deal with situations that arise in the current project.

How a similar problem or change request was handled in the past is an excellent example, especially if the causes of the problem or change are included.

Project Management Closure

4. Getting client sign-off on the final report

Project Overview Statement (POS)

Project proposal and backup data

Original and revised project schedules

Minutes of all project team meetings

Copies of all status reports

Design documents

Copies of all change notices

Copies of all written communications

Outstanding issues reports

Final report

Sample deliverables (if appropriate)

Client acceptance documents

Post-implementation audit report

In many organisations, project documentation can be used as input to the performance evaluations of the project manager and team members.

Given all that documentation can do for you, to be most effective and useful, the documentation for a given project should include but not be limited to the following parts:

Project Management Closure

4. Getting client sign-off on the final report

For a given project, the project manager has to determine what documentation is appropriate.

Always refer back to value-added considerations.

If the project has potential value for future projects, as many projects do, then include it in the documentation.

Note also that the preceding list contains very little that does not arise naturally in the execution of the project.

All that is added is the appointment of someone to maintain the project notebook.

This job involves collecting the documents at the time of their creation and ensuring that they are in an easily retrievable form (electronic is a must).

Project Management Closure

5. Conducting the post-implementation audit

The post-implementation audit is an evaluation of the project’s goals and activity achievement as measured against the project plan, budget, time deadlines, quality of deliverables, specifications, and client satisfaction.

The log of the project activities serves as baseline data for this audit.

The following six important questions should be answered:

Was the project goal achieved?

Does it do what the project team said it would do?

Does it do what the client said it would do?

The project was justified based on a goal to be achieved.

That goal either was or wasn’t achieved, and the reasons for this must be provided in the audit.

This can be addressed from two different perspectives.

The provider may have suggested a solution for which certain results were promised.

Did that happen? Conversely, the requestor may have promised that if the provider would only provide, say, a new or improved system, then certain results would occur.

Did that happen?

Project Management Closure

5. Conducting the post-implementation audit

2. Was the project work done on time, within budget, and according to specification?

Recall from the scope triangle discussed in Chapter 1 that the constraints on a project are time, cost, and the client’s specification, as well as resource availability and quality.

Here you are concerned with whether the specification was met within the budgeted time and cost constraints.

3. Was the client satisfied with the project results?

It is possible that the answers to the first two questions are yes, but the answer to this question is no.

How can that happen?

Simple: the Conditions of Satisfaction (COS) changed, but no one was aware that they had.

The project manager did not check with the client to see whether the needs had changed, or the client did not inform the project manager that such changes had occurred.

Project Management Closure

5. Conducting the post-implementation audit

4. Was business value realized? (Check the success criteria.)

The success criteria were the basis on which the business case for the project was built,

and were the primary reason why the project was approved.

Did you realize that promised value?

When the success criteria measure improvement in profit, market share, or

other bottom-line parameters, you may not be able to answer this question until some time after the project is closed.

5. What lessons were learned about your project management methodology?

Companies that have or are developing a project management methodology will want to use completed projects to assess how well the methodology is working.

Different parts of the methodology may work well for certain types of projects or in certain situations, and these should be noted in the audit.

These lessons will be valuable in tweaking the methodology or simply noting how to apply the methodology when a given situation arises.

This part of the audit might also consider how well the team used the methodology, which is related to, yet different from, how well the methodology worked.

Project Management Closure

5. Conducting the post-implementation audit

6. What worked? What didn’t?

The answers to these questions are helpful hints and suggestions for future project managers and teams.

The experiences of past project teams are real “diamonds in the rough”—you will want to pass them on to future teams.

The post-implementation audit is seldom done, which is unfortunate because it has great value for all stakeholders.

Some of the reasons for skipping the audit include the following:

Managers don’t want to know—They reason that the project is done and what difference does it make whether things happened the way you said they would? It is time to move on.

Managers don’t want to pay the cost—The pressures on the budget (both time and money) are such that managers would rather spend resources on the next project than on those already completed.

It’s not a high priority—Other projects are waiting to have work done on them, and completed projects don’t rate very high on the priority list.

There’s too much other billable work to do—Post-implementation audits are not billable work, and people have billable work on other projects to do.

Project Management Closure

6. Celebrating Success

There must be some recognition for the project team at the end of the project.

This can be as simple as individual thank-you notes, a commemorative mug, a T-shirt, a pizza party, or tickets to a ball game; or it can be something more formal, such as bonuses.

I recall that when Release 3 of the spreadsheet package Lotus 1-2-3 was delivered, each member of the project team was presented with a videotape showing the team at work during the last week of the project.

That was certainly a nice touch and one that will long be remembered by every member of the team.

Even though the team may have started out as a “herd of cats,” the project they have just completed has honed them into a real team.

Bonding has taken place, new friendships have formed, and mentor relationships have been established.

The individual team members have grown professionally through their association with one another, and now it is time to move on to the next project. This can be a very traumatic experience for them, and they deserve closure.

That is what celebrating success is all about.

My loud and continual message to the senior management team is this:

Don’t pass up an opportunity to show the team your appreciation.

This simple act on the part of senior management promotes loyalty, motivation, and commitment in their professional staff.

Project Management Closure

6. Celebrating Success Cont…

End of Session Activity

The post-implementation audit is vitally important in improving the practice and process of project management, yet it is always so difficult to get senior management and the client to allocate the time to authorize and participate in these audits.

Knowing that, what would you as project manager do to help alleviate this problem?

End of Session Activity

Any questions?

Reading Materials

Core Textbook

Wysocki, R, K; (2009), Effective Project Management: traditional, agile, extreme – 5th edition, Indianapolis, Wiley. http:// capitadiscovery.co.uk/bcu/items/1091130

Other useful Textbooks – or any Project Management book

Cobb, C, G: (2011) Making sense of agile project management: balancing control and agility. Hoboken, N:J Wiley http:// capitadiscovery.co.uk/bcu/items/1138767

Maylor, H (2010) Project Management. Harlow: Prentice Hall Financial Times http://capitadiscovery.co.uk/bcu/items/1047967

powerpoint/MAN7084 Wk_Session11.pptx

MAN7084 Project Management

Week 11

Extreme (xPM) & Emertxe (MPx) Project

Teaching Team:

Suhil Khan: [email protected]

Kulbir Bains: [email protected]

Session objectives

Recap on Agile Project (WK10)

Extreme (xPM) & Emertxe (MPx) Project

Q & A

Agile Project Management -Recap

Based on testimonial data collected from over 10,000 project managers from around the world, over 70 percent of projects are best managed by processes that adapt to continual learning and discovery of the project solution.

When in doubt, leave it out.

When the pain the organization is suffering from failed projects reaches some threshold, the health of the business suffers and the bottom line is affected.

If all previous corrective action plans have failed, senior management is ready to listen.

—Robert K. Wysocki, PhD, President, EII Publications, LLC

Agile Project Management -Recap

History of Agile

There are several Agile models to choose from. Prototyping and Evolutionary Waterfall Development are two robust Agile PMLC models that can be used for any type of project.

The four popular choices for software development are:

1. Rational Unified Process (RUP),

2. Scrum,

3. Dynamic Systems Development Method (DSDM), and

4. Adaptive Software Development (ASD).

All four are Iterative PMLC models. These models are similar in that they are designed to facilitate software solution discovery.

5.There is a fifth Adaptive PMLC model that you will also learn about called Adaptive Project Framework (APF).

Agile Project Management - APM

Iterative Project Management Life Cycle

The Iterative PMLC model requires a solution that identifies the requirements at the function level but might be missing some of the details at the feature level.

In other words, the functions are known and will be built into the solution through a number of iterations, but the details (the features) are not completely known at the beginning of the project.

The missing features will come to light as the client works with the most current solution in a prototyping sense.

The Iterative PMLC model is a learn-by-doing model.

Agile Project Management - APM

The use of intermediate solutions is the pathway to discovering the intimate details of the complete solution.

The Iterative PMLC model embraces several types of iteration.

Iteration can be on requirements, functionality, features, design, development, solutions, and other components of the solution.

An iteration consists of the Planning, Launching, Monitoring and Controlling, and Closing Process Groups.

Closing an iteration is not the same as closing the project.

Iterative Project Management Life Cycle

Agile Project Management - APM

The Iterative PMLC model kicks in when one of the following occurs:

Most but not all of the solution is clearly known.

You might otherwise have chosen the Incremental PMLC model but have a strong suspicion that there will be more than a minimum number of scope change requests.

You might otherwise have chosen the Adaptive PMLC model but are concerned about lack of client involvement.

There is some added risk to this decision.

Iterative Project Management Life Cycle

Agile Project Management - APM

Iterative Project Management Life Cycle

Most of the Solution Is Clearly Known

Some of the details solution are missing; the alternatives to how those details (that is, features) might be added to the solution are probably known up to a point.

All that remains is to give the client a look at how those features might be deployed in the solution and get their approval on which alternative to deploy or their recommendations for further change.

This is the simplest of the Iterative situations you will encounter, Production prototype approaches are the usual choice

As far as the project team knows, all of the functions and sub-functions have been identified and integrated into the current solution. As features are added, there could be changes in how the functions and sub-functions are deployed in the solution, and hence, further changes are recommended. This is the nature of an Iterative approach. It continues in this vein until the client says you are done or until time and/or money is exhausted.

Agile Project Management - APM

Iterative Project Management Life Cycle

Planning Phase of an Iterative PMLC Model

Planning is done at two levels in the Iterative PMLC model.

The initial Planning Phase develops a high-level plan without much detail.

The reason is that the full detail is not known at the initial stage.

The functionality is known, and its design and development can be planned across any number of iterations.

There are two ways to structure the high-level plan in the Iterative PMLC model.

The Complete Plan for Building the Known Solution

The first iteration in this plan may be of long duration in order to accommodate building a production version of the entire but incomplete known solution.

If you feel that this iteration will be too long, then you might consider using a tool to model the solution instead.

You will use that model throughout the entire project and create the production version of the complete solution at the end of the project.

Agile Project Management - APM

Iterative Project Management Life Cycle

Planning Phase of an Iterative PMLC Model

The Partial Plan for the High-Priority Functions

For this approach, you will begin the partial plan by prioritizing the functions and features in the initial RBS.

The rule for prioritization will most likely be business value so that the deliverables from an iteration can be released to the end user,if the client so chooses.

Alternatively, the prioritization might be based on risk or complexity: high-risk functions at the top of the list or high-complexity functions at the top of the list.

By developing these functions early in the project, you ensure the successful completion of the project. In some cases, all the known functions and features will be developed in the first few iterations.

Later iterations then drill down to possible areas for further identification and development of features.

This is probably the most efficient of all the development alternatives you might consider.

Yet another strategy would be to develop the high-risk parts of the system first.

That removes one of the major variables that could adversely affect the project if left to a later iteration.

A final rule may be to satisfy as many users as possible with your choice of functions or features.

Agile Project Management - APM

Iterative Project Management Life Cycle

Launching Phase of an Iterative PMLC Model

There is a significant difference between the project team for a Traditional Project Management (TPM) project and the project team for an APM project. The team profile for an Iterative PMLC model can be somewhat relaxed, whereas the profile for the Adaptive PMLC model should be adhered to as closely as possible.

In addition to the team differences that you have to consider, there is one major difference in the way scope change is dealt with.

In TPM projects, there must be a formal scope change management process.

That is not the case in an APM project. There is no need for a formal scope change management process in an APM project, because all of the learning and discovery that takes place during an iteration in an APM project is saved and reviewed between iterations.

The items in the Scope Bank are prioritized for integration into the solution in a later iteration.

Differences Between a TPM Project Team and an APM Project Team

Agile Project Management - APM

Iterative Project Management Life Cycle

Monitoring and Controlling Phase of an Iterative PMLC Model

In the Iterative PMLC model, the Monitoring and Controlling Phase begins to change.

Because of the speculative nature of the iterative strategy, much of the heavy documentation and status reporting gives way to more informal reporting.

Much of that formalism becomes non-value-added work and begins to burden the team with tasks that do not bring them any closer to the final solution.

You want to be careful to not overload the architects and developers with those types of tasks.

Let them remain relatively free to pursue the creative parts of the project.

During the between-iteration reviews, you should review the status and progress of solution definition and make any needed adjustments.

Agile Project Management - APM

Iterative Project Management Life Cycle

The Adaptive models are more appropriate for projects involving higher levels of uncertainty and complexity than the Iterative models.

In that sense, they fill a void between the Iterative and Extreme models.

Adaptive models are more useful than Iterative models in those situations where very little is known about the solution.

- Keep in mind that solution discovery is still the focus of these models.

Each iteration in the Adaptive models must address not only task completion for newly defined functions and features, but also further solution definition through function and feature discovery.

- It is the discovery part of the Adaptive PMLC models that sets them apart from the Iterative PMLC models.

Key Points on Iterative Life Cycle

An Adaptive PMLC model consists of a number of phases that are repeated in cycles, with a feedback loop after each cycle is completed.

Each cycle proceeds based on an incomplete and limited understanding of the solution.

Each cycle learns from the preceding cycles and plans the next cycle in an attempt to converge on an acceptable solution.

At the discretion of the client, a cycle may include the release of a partial solution.

Unlike the Iterative PMLC model where some depth of the solution is not known (features, for example), -

- the Adaptive PMLC model is missing both depth and breadth of the solution.

Agile Project Management - APM

Iterative Project Management Life Cycle

With the exception of using the term “cycles” in place of “iterations,” the Process Group–level diagram for the Adaptive PMLC model is identical to the Iterative PMLC model; but the similarity ends there.

There is only one Adaptive model, it is the Adaptive Project Framework (APF), APF was built to be applicable to any type of project.

For that reason, I offer a more in-depth discussion of APF, APF thrives on learning, discovery, and change.

In time, and with enough cycles, you hope that an acceptable solution will emerge.

Agile Project Management - APM

Iterative Project Management Life Cycle

Adaptive PMLC model, as with other Agile approaches, the degree to which the solution is known might vary over a wide range from knowing a lot but not all (projects that are a close fit for the Iterative PMLC models) to knowing very little (projects that are a close fit for the Adaptive PMLC models).

The less that is known about the solution, the more risk, uncertainty, and complexity will be present.

To remove the uncertainty associated with these projects, the solution has to be discovered.

That will happen through a continuous change process from cycle to cycle.

That change process is designed to create merging to a complete solution.

In the absence of that merging, Adaptive projects are frequently cancelled and restarted in some other promising direction

Agile Project Management - APM

Iterative Project Management Life Cycle

Scoping Phase of an Adaptive PMLC Model

The Scoping Phase of the Adaptive PMLC model is a high-level activity because not much is known about the solution.

The missing functions and features have to be discovered and learned through repeated cycles much like the Iterative SDPM strategy.

For the Adaptive PMLC model, the scoping activities merely set the boundaries and the high-level parameters that will be the foundation on which you proceed to learn and discover.

As part of the Scoping Phase deliverables, you will document requirements, as you know them; functionality, as you know it; and features, if you know any.

In addition, you will specify the number of cycles and cycle length for the first cycle. If you have enough insight into the solution, you might tentatively map out the cycle objectives at a high level.

A partial high-level Work Breakdown Structure (WBS) can help complete this exercise.

Agile Project Management - APM

Iterative Project Management Life Cycle

Planning Phase of an Adaptive PMLC Model

At this point in the Adaptive PMLC model, planning is done for the coming cycle.

High-level planning was done as part of the Scoping Phase. Based on the known functionality and features that will be built in the coming cycle, a detailed plan is developed.

This plan utilizes all of the tools, templates, and processes that were defined for the Planning Process Group.

Conclusion

Using Iterative and Adaptive PMLC models can be among the most challenging and fulfilling experiences you might have as a project manager.

These models have many similarities and differences.

Projects are dynamic efforts and conditions could suggest changing your choice of model and how best to use it.

There are many more choices for those who are interested.

Learning to be successful with Agile projects is as much an art as it is a science.

Agile projects are definitely calling upon you to be a chef and not a cook

Extreme Project Management

Overview –Extreme & Emertxe

Both Extreme and Emertxe projects utilize the same PMLC models but with very different purposes in mind.

The major differences are seen in iteration planning and interpretation of the deliverables from each iteration.

The vast majority of these projects are research and development (R & D) projects.

For projects in the xPM quadrant, the goal is a best-guess and usually reflects the proposer’s idea of an ideal end state that the project should attain.

Extreme Project Management

Overview –Extreme & Emertxe

What Is Extreme Project Management?

Extreme Project Management (xPM) is the least structured and most creatively managed of the five models that define the project management landscape.

Because of that, the failure rates of Extreme projects are the highest among all types of projects.

The reason for the high comparative failure rate follows from the nature of the Extreme project.

These projects are searching for goals and solutions where none have been found before.

Goals are often nothing more than an expression of a desired end state with no certainty they can ever be attained.

Extreme Project Management

Overview –Extreme & Emertxe

What Is Extreme Project Management?

Solutions are often totally unexplored; at most there will be a few alternative directions to begin the search.

Even if a solution is achieved, it may only apply to a revised goal statement, then there is the question of the business value of the final goal and its solution.

Risky, isn’t it?, to touch on a goal and solution with business value is often a hunt in a dark room for something that doesn’t exist in that room but might in another room, if you knew where to find that other room.

And so one of the major challenges in xPM projects is to terminate the chosen direction at the earliest point where future failure is almost a certainty.

That allows for saving resources for a redirection of efforts.

Overview –Extreme & Emertxe

What Is Extreme Project Management?

Definition

Extreme PMLC models consist of a sequence of repeated phases with each phase based on a very limited understanding of the goal and solution.

Each phase learns from the preceding ones and redirects the next phase in an attempt to meet an acceptable goal and solution.

At the discretion of the client, a phase may release a partial solution.

A phase consists of the five Process Groups, each performed once in the sequence Scoping Planning Launching Monitoring and Controlling Closing.

In effect, a phase is a complete project life cycle much as it is in the Incremental PMLC model, but with an option to release a partial solution at the completion of each phase.

Extreme Project Management

Overview –Extreme & Emertxe

What Is Emertxe Project Management?

If you haven’t already guessed it, Emertxe (pronounced ee-MURT-see) is Extreme spelled backwards.

And indeed an Emertxe project is an Extreme project, but done backwards.

Rather than looking for a solution, you are looking for a goal.

Pardon my play on words, but it was the best way to name these types of projects.

Extreme Project Management

Overview –Extreme & Emertxe

The Emertxe Project Management Life Cycle

The Emertxe PMLC model looks exactly the same as the Extreme PMLC model.

Everything that was said previously about the Extreme PMLC model applies unchanged in the Emertxe PMLC model.

The differences have to do with the intent of the project.

The Extreme PMLC model starts with a goal that has great business value and searches for a way (a solution) to deliver that business value.

The solution may require a change in the goal.

If that revised goal still has great business value, the project ends.

The Emertxe PMLC model starts with a solution and no goal. The question to be

Extreme Project Management

Overview –Extreme & Emertxe

The Emertxe Project Management Life Cycle

The Emertxe PMLC model looks exactly the same as the Extreme PMLC model.

Everything that was said previously about the Extreme PMLC model applies unchanged in the Emertxe PMLC model.

The differences have to do with the intent of the project.

The Extreme PMLC model starts with a goal that has great business value and searches for a way (a solution) to deliver that business value.

The solution may require a change in the goal.

If that revised goal still has great business value, the project ends.

The Emertxe PMLC model starts with a solution and no goal.

The question to be answered by the Emertxe PMLC model is this, “Is there a goal that this solution can reach, and does that goal have business value?” The commonality is that both PMLCs strive to gain a simultaneous convergence of goal and solution, but from different perspectives—one to find a solution, the other to find a goal.

Extreme Project Management

Overview –Extreme & Emertxe

The Emertxe Project Management Life Cycle

When to Use an Emertxe PMLC Model

The Emertxe PMLC model should be your model of choice in any project that seeks to find business value through the integration of a new technology into a current product, service, or process.

There are two major types of projects that call for this model to be used: R & D projects and some problem-solution projects.

Research and Development Projects

This is the most obvious application.

You are considering how, if at all, a new technology provides business value to your organization.

The search for the goal might lead your team in obvious directions, or it could be very elusive.

Extreme Project Management

Overview –Extreme & Emertxe

The Emertxe Project Management Life Cycle

Problem-Solution Projects

In most cases, you would initially choose to use APF for these types of projects.

The solution of a critical problem is sought.

The goal will therefore be clearly and completely stated, and you start out on a journey to find and define a complete solution.

Not long into the project, you and the client come to the conclusion that a complete solution to the problem as stated doesn’t seem too likely.

You could abandon the project, but that might not be an acceptable resolution.

Perhaps the next question should be this:

What problem can you solve? Now the goal is not clearly stated.

Congratulations, you now meet the conditions of an Extreme project, but you are using an Adaptive model.

Do you change models or continue on the present course?, would there be any noticeable difference between the two models given the present situation? - you know that APF is Adaptive, can you adapt APF to fit this situation?

Extreme Project Management

Overview –Extreme & Emertxe

The Emertxe Project Management Life Cycle

Using the Tools, Templates, and Processes for Maximum xPM Effectiveness

The key here is to create an environment in which the project team can freely exercise their creativity without the encumbrance and nuisance of non-value-added work.

The agilest would say that this should be an environment that is light or lean versus heavy.

This section gives you a quick look at each part of the Extreme PMLC model to see how the Process Group tools, templates, and processes might be used or adapted to the best advantage of the xPM project team.

Extreme Project Management

Overview – Extreme & Emertxe

Scoping the Next Phase

The Scoping Process Group includes the following:

Eliciting the true needs of the client

Documenting the client’s needs

Negotiating with the client how those needs will be met

Writing a one-page description of the project

Gaining senior management’s approval to plan the project

A roughly structured COS for the next phase is the starting point, hold off on any attempt at specificity.

That is not the nature of an xPM project, if this phase is among the first few phases of the project, expect them to focus on a general investigation of high-level ideas about a solution.

There might be several con-current ideas to explore in an attempt to further define possibilities.

These are very preliminary ideas and must be treated as such. After some possibilities are identified, more Probative Swim Lanes might be launched to drill down into the feasibility of these ideas.

A POS might be drafted that will remain valid for a few phases, but expect it to be superseded quickly and often.

The approval to actually plan the phase will be a client approval.

Extreme Project Management

Overview –Extreme & Emertxe

The Planning Process Group includes the following:

Defining all of the work of the project

Estimating how long it will take to complete the work

Estimating the resources required to complete the work

Estimating the total cost of the work

Sequencing the work

Building the initial project schedule

Analysing and adjusting the project schedule

Writing a risk management plan and Documenting the project plan

Gaining senior management’s approval to launch the project

Planning the Next Phase

Extreme Project Management

Overview –Extreme & Emertxe

Planning is a two-level process in xPM Projects.

The first level is to satisfy senior management’s requirements and get approval to do the project.

After that approval is granted, planning can move to the phase level.

Planning at the phase level isn’t much more than just deciding what Probative Swim Lanes make sense and can be completed inside the phase time box.

So the little bit of detailed planning that is done is done at the swim-lane level.

The sub-team will plan what is to be done and who will do it.

Don’t burden them during the early phases with needless planning documents and reports.

Leave them free to approach their swim-lane tasks in a way that makes sense for them.

Detailed dependency diagrams are usually not prepared. However, there should be a lot of verbal communication among the team members as to the status of their swim lanes.

Extreme Project Management

Overview –Extreme & Emertxe

xPM projects are very high risk, and a solid plan is needed.

Just as in the case of APM projects, you should appoint a team member to be responsible for monitoring the plan.

The plan itself can take on different characteristics than planning in all other types of projects.

Here is an application of risk planning that I have used with success.

To the extent that you can identify the requirements or functions that the solution should have, prioritize that list from most risky to least risky as far as implementation is concerned.

The early phases should focus on this list from top to bottom.

If you can resolve the risky requirements or functions, then you can resolve other requirements or functions further down the list.

Of course, the list will change as new learning and discovery takes place.

Always attack the riskiest parts of the project first.

Extreme Project Management

Class Activity (during and continue after class)

Undertake the Moodle background reading for Extreme Project Management.

Discuss in small groups examples of when Extreme project management would be useful for your industry sector and present back to the class.

Some of the analytical work here can be added to your final assignment.

Any questions?

Reading Materials

Core Textbook

Wysocki, R, K; (2009), Effective Project Management: traditional, agile, extreme–5thedition, Indianapolis, Wiley. http://capitadiscovery.co.uk/bcu/items/1091130

Other useful Textbooks–or any Project Management book

Cobb, C, G: (2011) Making sense of agile project management: balancing control and agility. Hoboken, N:J Wiley http://capitadiscovery.co.uk/bcu/items/1138767

Maylor, H (2010) Project Management. Harlow: Prentice Hall Financial Times http://capitadiscovery.co.uk/bcu/items/1047967