Pmi presentation structuring project v2
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The document discusses project management structure and outlines key areas to focus on when planning a project. It emphasizes establishing clear communication structures, work breakdown structures (WBS), documentation standards, and change control processes. The document also stresses the importance of understanding stakeholders, selecting an effective project team, and providing necessary training. Overall, it advocates for a structured approach to project planning and management to achieve predictable performance, capture lessons learned, and ensure quality outcomes.
Pmi presentation structuring project v2
- 1. Project Management & Project Structure Deepak Mehtani Deputy Director Project Execution & Delivery Unlimited Innovation Inc.
- 2. Topics Cost & Budgeting What You Already Have Introduction What Does Project Structure Include? What Are The Key Areas? Utilizing WBS Know The Stakeholders Know Your Team Build Team For Success ROI With Structured Approach Quality Process Senior Management Review Organization Project Charter Sample Documents Overall Process Training 2 www.UIUS.com
- 3. Introduction A project is a temporary endeavor with a defined beginning and end Avoid This Project implementation require Commitment Control Communication Various aspects include Initiate Plan Execute Monitor & Control Close Takeaway: While planning and sourcing are important ingrediants, performance and reusability are vital to the project(s) 3 www.UIUS.com
- 4. What Does Project Structure Include? Communication Structure Establish reporting structure for team Regular status meeting Escalation path Team Roles & WBS Create WBS to list activities & resources Assign team members roles and tasks Takeaway: Structuring / Standardizing / Organization processes are the key 4 www.UIUS.com
- 5. What Does Project Structure Include? Project Documentation Structure Use standard templates Set documentation standard Set reporting standard and access Change Control Structure Risk Management Define change management Adjustment to plan and scope Plan for risk Use preventive techniques – part of QA and process Identify high-risk components 5 www.UIUS.com
- 6. What Are The Key Areas? Project Planning Documentation – include project brief, schedule, execution plan, deployment plan and technical specification Enables using standardization process Provide traceability May slow down process Verification & validation process & documentation Change log document Plan = description of activities + budget + schedule Quality Assurance (QA) External process Validates everything is happening per documents and organization process Can be done at any step or phase of a project 6 www.UIUS.com
- 7. Utilizing WBS Utilizing Work Breakdown Structure (WBS) Essential to project lifecycle and timeline Helps in defining tasks for a project Makes it easier for stakeholders to understand scope It is much easier to manage a project when it is split into smaller component Easy to assign, understand, execute & report Takeaway: While WBS is important, we should no lose focus of the key deliverables 7 www.UIUS.com
- 8. Know The Stakeholders Relevant stakeholders must be identified Plan their involvement Should have organization-wide approach Approach should be tailored to specific project Takeaway: Program Management Plan template, Stakeholder Management Plan template, sample Project Stakeholder Mgmt plans 8 www.UIUS.com
- 9. Know Your Team An effective project team has combination of skills, experience, motivation & teamwork Team members are vital to success of a project Team selection for the skills required for the project Organization level training and project specific training Promote contribution and collaboration Know who is working for you Responsibility should lie with one person Project Manager Leads the team (a lot is expected) Experience in implementing Projects Communicates easily with all levels, including senior management, middle management, and practitioners Understands what stakeholders are looking for, and can discuss unique aspects of implementation Provides tools and templates Has a proven track record 9 www.UIUS.com
- 10. Build Team For Success Sponsors and performers must have a strong vision of the desired culture People should know their roles and responsibilities Should be able to understand overall vision and understand the behavior changes required Sponsors should understand underlying beliefs and values? Overall benefit to team members and management Covert level Culture Intermediate level Ethics Values Norms Attitudes Beliefs Priorities Overt level Opinions Behavior Conduct Do’s & Don’ts 10 www.UIUS.com
- 11. Training Train the people to perform their role(s) in the project Be proactive Recognize skills & knowledge for job function Evaluate team members background against knowledge and determine if training is required The organization should address process training Projects should address specific training Project plans should include projectspecific training Record / recognize training course completions Takeaway: Standard Training Modules & sample Project Training 11 www.UIUS.com
- 12. Cost & Budgeting Cost & Budget is very important to project execution Use organization workflow for estimation process Estimate each task Take technical input Input from PM regarding value proposition Get the project cost together Identify risks associated with tasks and assign risk percentage Combination of tasks estimates and risk associated with form the project budget Maintain estimates repository along with skill sets required to perform a task Every project should collect the process / tasks measures Have common measures with definitions Support Basis Of Estimate (BOE) Takeaway: Estimation Template, Sample process / task estimates 12 www.UIUS.com
- 13. What You Already Have Enterprise assets Standard organizational process + tailoring by project or departments Adapt processes to specific project (Common Process) Utilize standard plans & reviews Use specifications, design documents & interface documents Utilize process aids like checklists Lessons learnt repository Utilize experience from previous projects Industry Standards Organizational Policies & Processes Process Asset Library Measurement Repository Project Defined Process, Procedures, & Standards Project Plans, Schedules, & Budgets Project Results Organizational Training Project-Specific Training Takeaway: Configuration Management Plan Template, Sample Project Plans 13 www.UIUS.com
- 14. ROI With Structured Approach Organize Project Plan activities – identify goals, assumptions & limitations Define milestones & set deadlines Define cost – task & resource cost Finalize budget Reap Benefits Predictable project performance Document process Easy communication with performers & stakeholders Quality process ensuring process are being followed correctly Capture what works, and what doesn’t Utilize the knowledge to create rules (policies) that guide projects Create a learning process by capturing measures, and learn from them 14 www.UIUS.com
- 15. Quality Process Monitor and control the task against the plan for performing the project and take appropriate corrective action Project should include audits / evidence to show that project activities are reviewed against plan, budget & schedule. Use team meetings, cost reviews and variance reports Budget should be tracked with the tasks involved Review tasks progress with schedules to review project progress Takeaway: Task / Progress checklist template, Requirement Traceability Matrix 15 www.UIUS.com
- 16. Senior Management Review Review the activities, status, and results of the process with higher level management and resolve issues Provide a wholesome approach to project management with long term organization health Provides for balanced approach rather than project manager’s shortterm perspective - success of the project “Higher Level Management” is defined as someone above project manager Takeaway: Briefing template & metrics 16 www.UIUS.com
- 17. Organization Project Charter Organization level team for planning, implementation and process improvement Typical structure includes Sponsor – Sets goals, timeline, budget Process Group – Organization level group usually responsible for quality on various aspects of project implementation Steering Group – Senior management team to review plans, determine impacts, assess progress Project Process Leads – Coordinate work on projects & provide feedback Takeaway: Organization project charter helps creating a solid team for a project 17 www.UIUS.com
- 18. Sample Documents Tasks or Progress Checklist Requirement Traceability Matrix SRD 18 www.UIUS.com
- 19. Overall Process – Works! Business Opportunity INITIATING Project Charter, lessons learned PLANNING Project Charter, Project Plan Project Results Project Progress Project Deliverables EXECUTING & CONTROLLING CLOSURE 1. Know your project (Become expert on your project topic – It is important to know!) 2. Set a vision (Your team will easily understand and will be excited about the project, if you 3. create a vision rather than tasks – tasks will be needed but in later phase – you first sell a vision) Create & Communicate project charter (this should always be done during initiation so everyone understands the scope, budget and timeline) Get formal sign offs (Get your team and stakeholders to formally sign offs) 4. 5. Create project notebook / document folder / SharePoint site (This has all 6. information about the project – every document) Build Relationship (It is important to build relationship with your team and the stakeholders) 19 www.UIUS.com
- 20. References Project Management Institute (PMI) http://www.pmi.org/ Software Engineering Institute – CMMI (Capability Maturity Model Integration) http://www.sei.cmu.edu/cmmi/ ProjectManager.com (http://www.projectmanager.com/) Pictures or icons taken from internet 20 www.UIUS.com
Editor's Notes
- #4: Avoid the cartoon How? Quality