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Project	Management	and	System	
Lifecycle
EMPH	APHI	535D
Module	2
Jon	M.	Lipsky,	MBA,	PMP,	CSM
President,	J	Michael	Consulting,	LLC
Introduction	&	Background
8/1/16 2
1) Gathering, Defining and Documenting
Requirement
2) Defining Scope
3) Assignments & Readings
Learning	Objectives
8/1/16 3
Upon completion of the Module 2, the student will be able to:
1. Use the Common Ground methodology to create the following three requirements
tools: Business Process Matrix, Context Diagram and Task Flow Diagram
2. Describe the concept of progressive elaboration and its relation to scope management
3. Explain multiple approaches for gathering and documenting project requirements
4. Describe the importance of the requirements and scope processes to the overall
success of a project
5. Create both a task-based and deliverables-based work breakdown structure (WBS)
6. Describe several techniques for gathering requirements in a public health / scientific
context
7. Explain how a well-built WBS can be used to support the project throughout its entire
lifecycle
What	is	a	Requirement?
8/1/16 4
• PMBOK – “a condition or capability that must be met
or possessed by a system, product, service, result, or
component to satisfy a contract, standard, specification,
or other formal document”
• Lipsky - A statement of need
The	Requirements	Table
8/1/16 5
Users
Stakeholders
Sponsor
Regulations
LawsPolicies
Project	Team
Related	Projects
Enterprise	Performance	Life	Cycle	
(EPLC)	– Requirements	Definition
8/1/16 6
• What problem are we trying to solve?
• What do we need to do to solve the problem?
• Why are we trying to solve the problem?
• How do we accomplish solving the problem?
Three	Different	Approaches	to	
Requirements
8/1/16 7
1. Common Ground
2. CDC Unified Process
3. Lipsky Modified Version
(LMV)
Common	Ground	Approach
8/1/16 8
Business	
Process	
Analysis
think
How	do	we	do	our	work	
now?
• Define	goals	&	objectives
• Model	context	of	work
• Identify	business	rules
• Describe	tasks	&	workflow
• Identify	common	task	sets
rethink
How	should	we	do	our	
work?
• Examine	tasks	&	workflow
• Identify	inefficiencies
• Identify	repeatable	
processes
• Refine	business	processes	
&	business	rules
• Remodel	context	of	work
• Restructure	tasks	&	
workflow
Business
Process	
Redesign
Requirements	
Definition
describe
How	can	a	information	
system	support	our	
work?
• Define	specific	tasks	to	be	
performed	for	optimized	
business	processes
• Describe	the	
implementation	of	
business	rules
• Describe	in	words	and	
graphics	how	an	
information	system	must	
be	structured
• Determine	scope	of	next	
phase	of	activities
Common	Ground	Tools
8/1/16 9
1. Business Process Matrix
2. Context Diagram
3. Task Flow Diagram
CDC	Unified	Process	/	Enterprise	
Performance	LifeCycle
8/1/16 10
1. Product vs Project Requirements
2. Perspectives:
• Business
• Client/User
• Technical
Lipsky	Modified	Version	(LMV)
8/1/16 11
• Ask the dumb questions
Let's	Get	Jon...
Lipsky	Modified	Version	(LMV)
8/1/16 12
• Ask the dumb questions
• Be a whiteboard hero
Whiteboard Diagrams WBS
Scope	
Statement
Lipsky	Modified	Version	(LMV)
8/1/16 13
• Ask the dumb questions
• Be a whiteboard hero
• Learn Morse code
Lipsky	Modified	Version	(LMV)
8/1/16 14
• Ask the dumb questions
• Be a whiteboard hero
• Use Morse code
• Common Ground – Rethink –
questions for PH systems
• Will it support daily
operations?
• Will it scale for emergency
response?
Lipsky	Modified	Version	(LMV)
8/1/16 15
• Ask the dumb questions
• Be a whiteboard hero
• Use Morse code
• Common Ground – Rethink –
questions for PH systems
• Will it support daily
operations?
• Will it scale for emergency
response?
• Go from easy to hard
Sample	Context	Diagram
Sally’s	Lunch	Shop
Common	Ground	– Taking	Care	of	Business,	p.	34
8/1/16 16
Lipsky	Modified	Version	(LMV)
8/1/16 17
• Go from easy to hard:
• There is still resistance to project management in PH
world
• Use real-life examples and word pictures to introduce
project management concepts
Progressive	Elaboration
8/1/16 18
Build	me	a	boat…
PMBOK	- Part	1	/	Introduction	to	Project	Management	/	Progressive	
Elaboration,	Vanina Mangano (3.5	minutes)
http://www.vtc.com/products/PMBOKPart1/IntroductiontoProjectMa
nagement/73679
The	Basics	of	a	Work	Breakdown	
Structure	(WBS)
8/1/16 19
• Defines the “What” not the “Who” or “When” of the project
• Deliverables-based
• Uses nouns and adjectives
• Decomposition – work is broken up into smaller, more
manageable units (a bit like a syllabus)
• Lowest level = Work Packages
• Can be Managed
• Can be Estimated
• Can be Measured
WBS	– Task	Based
8/1/16 20
Cake	Project
Gather	
Ingredients
Get	Cake	Mix Get	Butter Get	Sugar
Mix	
Ingredients
Get	Bowl
Pour	Mix	&	
Sugar	in	Bowl
Bake	Cake
Pre-heat	oven
Put	cake	in	
oven
Set	Timer
WBS	– Deliverables	Based
8/1/16 21
WBS	– An	Input	into	the	Project	Plan
Schwalbe
8/1/16 22
The	Three	Different	Levels	of	a	Project	
Schedule
8/1/16 23
• High-Level
• Mid-Level
• Low-Level
WBS	– An	Input	into	the	Project	Plan
Lipsky	– Hi-Level	Plan
8/1/16 24
Tasks:	Monthly	or	Quarterly	(built	by	PM)
Audience:	Executives	/	Project	Team
WBS	– An	Input	into	the	Project	Plan
Lipsky	– Mid-Level	Plan
8/1/16 25
Tracks of work Week 1 Week 2 Week 3
7/17 7/18 7/19 7/20 7/21 7/24 7/25 7/26 7/27 7/28 7/31 8/1 8/2 8/3 8/4
Track 1
Track 2
Milestones
17-Jul 24-Jul 31-Jul
Task 1
Task 1
Deliverables Review
and Sign-Off
7/28
Task 2 Task 3
Task 2
Tasks:	3	– 5	days	(build	by	PM)
Audience:	Project	team
WBS	Work	Packages	
translate	at	this	
level
WBS	– An	Input	into	the	Project	Plan
Lipsky	– Low-Level	Plan
8/1/16 26
Tasks:	Daily	(built	by	project	team	members)
Audience:	Project	team
WARNING!
Do	NOT	try	to	
take	your	WBS	to	
this	level
Assignments	&	Learning	Resources
8/1/16 27
• Readings:
• Common Ground Resources:
• Video - Collaborative Requirements
Development Methodology (Start here)
• Common Ground Trifold
• Common Ground Public Health Preparedness
Toolkit
• Common Ground Taking Care of Business
• Others (Text and CDC Documents)
Assignments	&	Learning	Resources
8/1/16 28
• Assignments:
• Common Ground (Choose one of three)
• WBS and Dictionary for model project
• CDC Unified Process Documents
• Project Charter
• Project Management Plan
• NOTE: We are NOT doing the discussion of task versus
deliverables based WBS. It is not longer a required
assignment.
Closing	Quotes….
8/1/16 29
You can use an eraser in the drawing room or a sledge
hammer on the construction site
- Frank Lloyd Wright
If you don't have time to do it right, when will you have
time to do it over?
- John Wooden

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