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Making the Rules
            which provides “discipline“




                     Prof. Georg Fischer

                       Presented by
                       Uday Sharma



4/12/2011                                  1/22
Agenda
1.  Introduction
2.  Project rules are the foundation
3.  Management support Publish a project charter
4.  The Content and Audience of a Project Charter
5.  Statement of work
     5.1 Consideration point for SOW
6. Consideration point for SOW
    6.1 Project management training rollout
7. Responsibility matrix
8. Creating communication plan.
9. The project proposal launches the project
10. End point.
11. Fast foundation in project management
12. Conclusion
13. Bibliography
4/12/2011                                           2/22
1. Introduction

Who Is making the rules?




                    What type of Rules?

                                   Team   1. Makes the team.
                                          2. Discuss about vision.
                                          3. Makes strategy.
                                          4. Who is responsible for what?
                                          5. How will we communicate?
                                          6. Who has authority?
 4/12/2011                                                       3/22
2. PROJECT RULES ARE THE FOUNDATION




   Agreement of Goal
                                                         Strategic Plan




                       Management Support



Good communication                                       Scope control

                       5 point of Project Manager life
  4/12/2011                                                               4/22
3. Management support
                               Publish a project charter


                                                           Scope




    Major Participant


                                      Project
                                      Charter




Project Manager Authority

  4/12/2011
                              Project Charter structure            5/22
4. The Content and Audience
                       of a Project Charter


                                  Project Managers Need Expert Authority
Project Charter                   Don’t be misled by the power of the charter.
• Project Name
• Project purpose
                                 Getting the Right People to Sign the Charter
• Project manager Name           If every project charter had the signature of
• Statement of support           the company president, it would soon become
  from the issuer.               meaningless.

Establishing Authority
                                 Project Charter Can Have Two Meanings
 -Expert authority
                                  • As a formal recognition of authority.
 -Legitimate authority
                                  • project definition document
                                   (Statement of work).

 4/12/2011                                                                  6/22
5. Statement of work
 Project manager
 Sponser                                                  Date
                            Rivision History
  Revision date       Revised by           Approved by           Description of
                                                                 change




 • Purpose
 • Scope
      Major project activities
      Out of scope activities that are critical to the success of the project
 • Deliverables
 • Cost Estimates
 • Cost Type
     - Internal labor hours
     - External costs
        - Labor (consultants, contract labor)            - List other costs such as
          Equipment, hardware or software                  travel and training
4/12/2011                                                                             7/22
5.1 Consideration point for SOW

            The Statement of Work May Be Called by Different Names
             • Contracts between separate legal entities that include
               one or more statements of work will use the SOWs.
             • Some firms use the term charter instead of statement
               of work.




                                                    Project Team
                 Customer

                                      Project
                                     Mangement
                                       Team


4/12/2011                         Audience                              8/22
5.1 Continue........

       The Statement of Work Is Not
       a Contract.

STATEMENT OF WORK: MINIMUM CONTENT
1. Purpose of Statement
Why are we doing this project?
Why this much of time?
Why this much of cost?
Why this not that ? and all bla bla bal...
      Purpose Statements Need to Be Clear

2. Scop of Statement
Limitation of the project.
Absolutely clear if extra work is added later on.
       Specify What Is Beyond the Project’s Scope

                                                     Flow diagram of SOW
4/12/2011                                                                  9/22
6. Product Scope versus Project Scope

• Product scope can remain constant at the same time that project scope
  expands

3. Deliverables
• What is the project supposed to
    produce?
• A new service?
• A new design?
• Will it fix a product defect?

    Always Start with a Detailed Product Description           Blueprint

      Trying to nail down all the important parameters, such as cost, schedule, resource
      projections, and material requirements, is futile if the product specification isn’t
      complete, because the project team doesn’t really know what they are building.


4/12/2011                                                                        10/22
6. Continue......
4. Cost and Schedule Estimates
• How fixed is the budget?
• How was the deadline arrived at?
• How far over budget or how late can we be and still be successful?
• Do we really know enough to produce reliable estimates?
5. Objectives
What are the measures for success?
what else does it take to be successful?
6. Stakeholders
In any statement of work, the project manager should identify anyone
who will influence the project—that is, all the stakeholders. There are
five key stakeholder roles that exist in any project: project manager,
project team, sponsor, management, and customer.
7. Chain of Command
Who reports to whom on this project?
4/12/2011                                                                 11/22
6.1 PROJECT MANAGEMENT
                                  TRAINING ROLLOUT
                                                                   Organization chart
  • Project manager and project team report
    to human resources because trining is an
    HR section                                                           VP Operations
                                                                           (Sponser)
 • Project office act as a subject matter

                                                      Director project             Director Human
  • organization chart for an internal project
                                                           office                     Resource
    in which all the stakeholders report to
    the same person. It spells out who will
    make decisions and which superior to
    refer a problem to.                                   Manager                        Project
                                                        project office                   Manager
         Go Beyond the Minimum
        After including all the necessary content listed
        here, be sure to add any other assumptions or
        agreements that are unique to this project.                                 Project Team
            Write the Statement of Work First
            You, as project manager, need to write out the statement of
            work and then present it to the stakeholders.                                   12/22
4/12/2011
7. RESPONSIBILITY MATRIX




4/12/2011                              13/22
8. CREATING A COMMUNICATION PLAN
1.     Who needs information?
       - Sponsor
       - Functional management.
       - Customers.
       - Project team.
       - Project manager.
2.     What information is needed?
       - Authorizations.
       - Status changes.
       - Coordination.

        Keep the Status Report Short



        Set Up an Escalation Procedure            Communication plan

        Include Regular Meetings in the Communication Plan


4/12/2011                                                              14/22
8. Continue……




4/12/2011                   15/22
9. THE PROJECT PROPOSAL
                            LAUNCHES THE PROJECT
Project managers deliver projects, but do they deliver the right projects?
• Should we launch a new product?
• Invest in a new wing at the R&D facility?
• Implement the latest supply chain management software?

Basic Project Proposal Content
                                Project Selection         Scope
            Project Goal       and Ranking Criteria


       Problem/Opport-           Cost-Benefit         Obstacles and
        unity Definition           Analysis               Risks

      Proposed                    Business              Schedule
      Solution                  Requirements            Overview



4/12/2011                                                                    16/22
10. End Point

                               Each project is a new beginning, with new opportunities
                               and new pitfalls. Making the project rules will put it on a
                               firm footing and point it toward three of the five project
                               success factors.
                               1. The project team, customer, and management must
                                  all agree on the goals of the project. Write down the
                                  goals and constraints in the statement of work and
                                  let the stakeholders demonstrate their agreement by
         Handover project         signing it.
2.      The size (scope) of the project must be controlled. Listing the deliverables
        and writing the scope statement are the first steps for controlling scope. Once
        the statement of work is signed, it can be used as a tool to refocus all the
        stakeholders on the legitimate responsibilities of the project.
3.      Management support. Tangible support from management starts with issuing
        the project charter and signing the statement of work.



     4/12/2011                                                                        17/22
11. FAST FOUNDATION IN PROJECT
                           MANAGEMENT
1. The project proposal assembles the information necessary for a sponsor or
   project selection board.
2. A project sponsor can use the charter template to formally authorize the
   project and project manager.
3. The statement of work represents the formal agreement between project
   stakeholders about the goals and constraints of the project.
4. The responsibility matrix clarifies the role and authority of each project
   stakeholder.
5. Effective communication is no accident. Use the communication planning
   matrix to identify who needs what information and how you’ll be sure to get it
   to them. Remember that having more mediums of communication increases
   the likelihood your message will get through.
6. As you initiate the project, use the definition checklist to guide the team.




4/12/2011                                                                18/22
12. Conclusion


•   To develop a good project good documentation is required.
•   To create a good documentation good management is required.
•   To maintain a good management, good discipline is required.
•   To maintain discipline, good “Rules“ are required.




4/12/2011                                                 19/22
13. Bibliography

      • The Fast Forward MBA in Project Management by
        “ERIC VERZUH”.
      • www.images.google.com




4/12/2011                                               20/22
Thanks for your attention




4/12/2011                               21/22
4/12/2011   22/22

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Making Rules Project Management

  • 1. Making the Rules which provides “discipline“ Prof. Georg Fischer Presented by Uday Sharma 4/12/2011 1/22
  • 2. Agenda 1. Introduction 2. Project rules are the foundation 3. Management support Publish a project charter 4. The Content and Audience of a Project Charter 5. Statement of work 5.1 Consideration point for SOW 6. Consideration point for SOW 6.1 Project management training rollout 7. Responsibility matrix 8. Creating communication plan. 9. The project proposal launches the project 10. End point. 11. Fast foundation in project management 12. Conclusion 13. Bibliography 4/12/2011 2/22
  • 3. 1. Introduction Who Is making the rules? What type of Rules? Team 1. Makes the team. 2. Discuss about vision. 3. Makes strategy. 4. Who is responsible for what? 5. How will we communicate? 6. Who has authority? 4/12/2011 3/22
  • 4. 2. PROJECT RULES ARE THE FOUNDATION Agreement of Goal Strategic Plan Management Support Good communication Scope control 5 point of Project Manager life 4/12/2011 4/22
  • 5. 3. Management support Publish a project charter Scope Major Participant Project Charter Project Manager Authority 4/12/2011 Project Charter structure 5/22
  • 6. 4. The Content and Audience of a Project Charter Project Managers Need Expert Authority Project Charter Don’t be misled by the power of the charter. • Project Name • Project purpose Getting the Right People to Sign the Charter • Project manager Name If every project charter had the signature of • Statement of support the company president, it would soon become from the issuer. meaningless. Establishing Authority Project Charter Can Have Two Meanings -Expert authority • As a formal recognition of authority. -Legitimate authority • project definition document (Statement of work). 4/12/2011 6/22
  • 7. 5. Statement of work Project manager Sponser Date Rivision History Revision date Revised by Approved by Description of change • Purpose • Scope  Major project activities  Out of scope activities that are critical to the success of the project • Deliverables • Cost Estimates • Cost Type - Internal labor hours - External costs - Labor (consultants, contract labor) - List other costs such as Equipment, hardware or software travel and training 4/12/2011 7/22
  • 8. 5.1 Consideration point for SOW The Statement of Work May Be Called by Different Names • Contracts between separate legal entities that include one or more statements of work will use the SOWs. • Some firms use the term charter instead of statement of work. Project Team Customer Project Mangement Team 4/12/2011 Audience 8/22
  • 9. 5.1 Continue........ The Statement of Work Is Not a Contract. STATEMENT OF WORK: MINIMUM CONTENT 1. Purpose of Statement Why are we doing this project? Why this much of time? Why this much of cost? Why this not that ? and all bla bla bal... Purpose Statements Need to Be Clear 2. Scop of Statement Limitation of the project. Absolutely clear if extra work is added later on. Specify What Is Beyond the Project’s Scope Flow diagram of SOW 4/12/2011 9/22
  • 10. 6. Product Scope versus Project Scope • Product scope can remain constant at the same time that project scope expands 3. Deliverables • What is the project supposed to produce? • A new service? • A new design? • Will it fix a product defect? Always Start with a Detailed Product Description Blueprint Trying to nail down all the important parameters, such as cost, schedule, resource projections, and material requirements, is futile if the product specification isn’t complete, because the project team doesn’t really know what they are building. 4/12/2011 10/22
  • 11. 6. Continue...... 4. Cost and Schedule Estimates • How fixed is the budget? • How was the deadline arrived at? • How far over budget or how late can we be and still be successful? • Do we really know enough to produce reliable estimates? 5. Objectives What are the measures for success? what else does it take to be successful? 6. Stakeholders In any statement of work, the project manager should identify anyone who will influence the project—that is, all the stakeholders. There are five key stakeholder roles that exist in any project: project manager, project team, sponsor, management, and customer. 7. Chain of Command Who reports to whom on this project? 4/12/2011 11/22
  • 12. 6.1 PROJECT MANAGEMENT TRAINING ROLLOUT Organization chart • Project manager and project team report to human resources because trining is an HR section VP Operations (Sponser) • Project office act as a subject matter Director project Director Human • organization chart for an internal project office Resource in which all the stakeholders report to the same person. It spells out who will make decisions and which superior to refer a problem to. Manager Project project office Manager Go Beyond the Minimum After including all the necessary content listed here, be sure to add any other assumptions or agreements that are unique to this project. Project Team Write the Statement of Work First You, as project manager, need to write out the statement of work and then present it to the stakeholders. 12/22 4/12/2011
  • 14. 8. CREATING A COMMUNICATION PLAN 1. Who needs information? - Sponsor - Functional management. - Customers. - Project team. - Project manager. 2. What information is needed? - Authorizations. - Status changes. - Coordination. Keep the Status Report Short Set Up an Escalation Procedure Communication plan Include Regular Meetings in the Communication Plan 4/12/2011 14/22
  • 16. 9. THE PROJECT PROPOSAL LAUNCHES THE PROJECT Project managers deliver projects, but do they deliver the right projects? • Should we launch a new product? • Invest in a new wing at the R&D facility? • Implement the latest supply chain management software? Basic Project Proposal Content Project Selection Scope Project Goal and Ranking Criteria Problem/Opport- Cost-Benefit Obstacles and unity Definition Analysis Risks Proposed Business Schedule Solution Requirements Overview 4/12/2011 16/22
  • 17. 10. End Point Each project is a new beginning, with new opportunities and new pitfalls. Making the project rules will put it on a firm footing and point it toward three of the five project success factors. 1. The project team, customer, and management must all agree on the goals of the project. Write down the goals and constraints in the statement of work and let the stakeholders demonstrate their agreement by Handover project signing it. 2. The size (scope) of the project must be controlled. Listing the deliverables and writing the scope statement are the first steps for controlling scope. Once the statement of work is signed, it can be used as a tool to refocus all the stakeholders on the legitimate responsibilities of the project. 3. Management support. Tangible support from management starts with issuing the project charter and signing the statement of work. 4/12/2011 17/22
  • 18. 11. FAST FOUNDATION IN PROJECT MANAGEMENT 1. The project proposal assembles the information necessary for a sponsor or project selection board. 2. A project sponsor can use the charter template to formally authorize the project and project manager. 3. The statement of work represents the formal agreement between project stakeholders about the goals and constraints of the project. 4. The responsibility matrix clarifies the role and authority of each project stakeholder. 5. Effective communication is no accident. Use the communication planning matrix to identify who needs what information and how you’ll be sure to get it to them. Remember that having more mediums of communication increases the likelihood your message will get through. 6. As you initiate the project, use the definition checklist to guide the team. 4/12/2011 18/22
  • 19. 12. Conclusion • To develop a good project good documentation is required. • To create a good documentation good management is required. • To maintain a good management, good discipline is required. • To maintain discipline, good “Rules“ are required. 4/12/2011 19/22
  • 20. 13. Bibliography • The Fast Forward MBA in Project Management by “ERIC VERZUH”. • www.images.google.com 4/12/2011 20/22
  • 21. Thanks for your attention 4/12/2011 21/22
  • 22. 4/12/2011 22/22