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PRACTICAL
  PROJECT
MANAGEMENT
  Marten Schoonman
  mjl.schoonman@gmail.com
INDEX
   Introduction
   The Project Manager
   Project Cycle Management
   ‘3 PRINCIPLES’
   Project Organization
   Resource Planning
   Project scope management
   Budget management
   Managing quality
   Project delivery & post-project
   Tips ‘n tricks
INTRODUCTION – Background Marten Schoonman



    University of Wageningen, the Netherlands

    Junior Project Manager (Research Information Management, Organon)

    Project Manager

    Programme Manager

    Account manager (Information Services Department, Organon)

    Project Manager

    Head Project Management (e-Marketing, Organon)

    Project / Business Manager (Media Focus on Africa Foundation)
Exercise



      E    What is a project?



      E    ‘Grand collection of projects’
INTRODUCTION - Definitions



   Characteristics of a Project:

   • A project has a beginning and an end
   • A project has limited resources
   • A project follows a planned, organized method
     to meet its objectives with specific goals of
     quality and performance
   • Every project is unique
   • A project most often involves change

   Project is therefore not the same as a
     Programme or an Operation.

   Change is not made without inconvenience, even from worse to better
                                                          [S. Johnson
INTRODUCTION - Definitions



   Project – Definition
   A project is a temporary effort made up of a set of
   related activities undertaken to achieve a unique
   goal or objective within specific constraints

   Management – Definition
    A process of setting and achieving goals through:
     planning, organizing, directing and controlling;
    Utilizing human, financial and material resources.
INTRODUCTION - Definitions



   Project – Definition
   A project is a temporary effort made up of a set of
   related activities undertaken to achieve a unique
   goal or objective within specific constraints

   Management – Definition
    A process of setting and achieving goals through:
     planning, organizing, directing and controlling;
    Utilizing human, financial and material resources.

   The art of getting things done through other people
INTRODUCTION - Definitions

  Project is a single, non-repetitive enterprise. It is usually undertaken
  to achieve PLANNED RESULTS within the TIME LIMIT and a COST
  BUDGET
                                 Budget




           Quality                                    Schedule
INTRODUCTION - Definitions

  Project is a single, non-repetitive enterprise. It is usually undertaken
  to achieve PLANNED RESULTS within the TIME LIMIT and a COST
  BUDGET
                                 Budget




    E      WHICH IS THE MOST IMPORTANT
           CORNER IN THIS BALANCE?



           Quality                                    Schedule
INTRODUCTION – Project examples



    DREAM or
                     PRIVATE
       WISH
                      1. Buying a plot of land
                      2. Building a house
                      3. Having a baby
                      4. Buying a family car


                     WORK

                      1. Setting up an VCT centre
                      2. Rolling out new mobile network
                      3. Implementing a new financial system
                      4. Starting a new department
INTRODUCTION – Project examples



    DREAM or
                     PRIVATE
       WISH
                      1. Buying a plot of land
                      2. Building a house
                      3. Having a baby
                      4. Buying a family car


                     WORK

                      1. Setting up an VCT centre
                      2. Rolling out new mobile network
                      3. Implementing a new financial system
                      4. Starting a new department
INTRODUCTION – Project types




                                  R&D            IT
        Technology change



                                  projects       projects



                                  Construction   Business
                                  projects       projects


                            Low                  high
                            Requirements change
Exercise



      E    Match terms to their definitions
Exercise
1     Deliverable
2     Duration
3     Escalation
4     GANTT chart
5     Issue
      Lessons
 6    learned
 7    Milestone
 8    Baseline
 9    Phase
10    Programme
11    Project
12    Resource
13    Risk
14    Scope
15    Slack
16    Sponsor
17    Stakeholder
18    Subproject
19    Task
20    WBS
Exercise


J   A part of a project
K   A person or group with an interest in the project
A   A problem or challenge
L   A project activity that has a starting and finishing point
M   A project within another project
    A temporary effort made up of a set of related activities undertaken to achieve a unique goal or
I   objective within specific constraints
B   A vehicle for implementing an organization’s strategy
T   A view that graphically shows the project schedule over time
S   Management lessons which may be used to improve the execution of future projects
C   Raise an issue higher and higher in management until it is solved
N   Spare or extra time
P   The amount of time a task will take to finish
O   The initial project schedule
G   The outcome of a process which is both definable and measurable also called milestone
H   The outcome of a process which is both definable and measurable, also called deliverable
E   The people, material, equipment or facilities required to complete a task
Q   The person chiefly responsible for leading the project to a successful outcome
R   The possibility of something going wrong in the future
D   The sum total of all of its products and their requirements or features
F   Work breakdown structure; hierarchical organization of project phases, tasks and end products
Exercise

1 Deliverable   G The outcome of a process which is both definable and measurable also called milestone
2 Duration      P The amount of time a task will take to finish
3 Escalation    C Raise an issue higher and higher in management until it is solved
4 GANTT chart   T A view that graphically shows the project schedule over time
5 Issue         A A problem or challenge
6 Lessons       S Management lessons which may be used to improve the execution of future projects
  learned
7 Milestone     H The outcome of a process which is both definable and measurable, also called
                  deliverable
 8 Baseline     O The initial project schedule
 9 Phase        J A part of a project
10Programme     B A vehicle for implementing an organization’s strategy
11Project       I A temporary effort made up of a set of related activities undertaken to achieve a unique
                  goal or objective within specific constraints
12Resource      E The people, material, equipment or facilities required to complete a task
13Risk          R The possibility of something going wrong in the future
14Scope         D The sum total of all of its products and their requirements or features
15Slack         N Spare or extra time on non
16Sponsor       Q The person chiefly responsible for leading the project to a successful outcome
17Stakeholder   K A person or group with an interest in the project
18Subproject    M A project within another project
19Task          L A project activity that has a starting and finishing point
20WBS           F Work breakdown structure; hierarchical organization of project phases, tasks and end
                  products
PROJECT MANAGER
PROJECT MANAGER – Skills and competences


   Under the leadership of the G&D Leader, the AWARD Project Manager will:


   …plan and manage the day-to-day delivery…supervise the staff and consultants
   engaged…provide          leadership   on     the      science  capacity-building
   components…work closely with research networks…provide regular and
   accurate management reports…review the effectiveness and efficiency of
   systems, procedures, etc…take a lead role in internal monitoring and
   evaluation…possesses the ability to think critically and strategically about
   technical/administrative approaches and issues…judgment: demonstrates a
   sound understanding of when to share information and when to keep it
   confidential…the ability to undertake multiple tasks concurrently…creates a
   Project environment that is inclusive of all cultures and backgrounds…
   determines     priorities    soundly…       result-oriented…  communication…
   responsibility… reliable… accurate… eye for detail… leadership…
   teambuilding… conscious of the politics of organizations… resolves conflicts…
PROJECT MANAGER – Skills and competences


   Under the leadership of the G&D Leader, the AWARD Project Manager will:


   …plan and manage the day-to-day delivery…supervise the staff and
   consultants engaged…provide leadership on the science capacity-building
   components… work closely with research networks…provide regular and
   accurate management reports…reviewthe effectiveness and efficiency of
   systems, procedures, etc…take a lead role in internal monitoring and
   evaluation…possesses the ability to think critically and strategically about
   technical/administrative approaches and issues…judgment: demonstrates a
   sound understanding of when to share information and when to keep it
   confidential…the ability to undertake multiple tasks concurrently…creates a
   Project environment that is inclusive of all cultures and backgrounds…
   determines priorities soundly…         result-oriented… communication…
   responsibility… reliable… accurate… eye for detail… leadership…
   teambuilding… conscious of the politics of organizations… resolves
   conflicts…
PROJECT MANAGER – Skills and competences


   Under the leadership of the G&D Leader, the AWARD Project Manager will:


   …plan and manage the day-to-day delivery…supervise the staff and consultants
   engaged…provide          leadership   on     the      science  capacity-building
   components…work closely with research networks…provide regular and
   accurate management reports…review the effectiveness and efficiency of
   systems, procedures, etc…take a lead role in internal monitoring and
   evaluation…possesses the ability to think critically and strategically about
   technical/administrative approaches and issues…judgment: demonstrates a
   sound understanding of when to share information and when to keep it
   confidential…the ability to undertake multiple tasks concurrently…creates a
   Project environment that is inclusive of all cultures and backgrounds…
   determines     priorities    soundly…       result-oriented…  communication…
   responsibility… reliable… accurate… eye for detail… leadership…
   teambuilding… conscious of the politics of organizations… resolves conflicts…
PROJECT MANAGER – Skills and competences


   Under the leadership of the G&D Leader, the AWARD Project Manager will:


   …plan and manage the day-to-day delivery…supervise the staff and consultants
   engaged…provide          leadership   on     the      science  capacity-building
                                 Balance
   components…work closely with research networks…provide regular and
   accurate management reports…review the effectiveness and efficiency of
   systems, procedures, etc…take a lead role in internal monitoring and
   evaluation…possesses the ability to think critically and strategically about
        Technical skills <> Behavioral skills
   technical/administrative approaches and issues…judgment: demonstrates a
   sound understanding of when to share information and when to keep it
   confidential…the ability to undertake multiple tasks concurrently…creates a
   Project environment that is inclusive of all cultures and backgrounds…
   determines     priorities    soundly…       result-oriented…  communication…
   responsibility… reliable… accurate… eye for detail… leadership…
   teambuilding… conscious of the politics of organizations… resolves conflicts…
PROJECT MANAGER – Roles and responsibilities




                                               „MINDMAP‟
PROJECT MANAGER – Roles and responsibilities
PROJECT CYCLE
 MANAGEMENT
PROJECT MANAGEMENT CYCLE




                 DREAM or
                   WISH
    DREAM or
       WISH


         DREAM or WISH
PROJECT MANAGEMENT CYCLE




    DREAM or
       WISH



               Design
                    Plan
                           Execute
                              Finalise
PROJECT MANAGEMENT CYCLE




    DREAM or
       WISH



               Design
                                Identification & Specification
                    Plan
                           Execute    The actual project


                              Finalise      Every project has an end
PROJECT MANAGEMENT CYCLE




    DREAM or
       WISH



               Design
                                Monitoring & Evaluation
                    Plan
                           Execute
                              Finalise
PROJECT MANAGEMENT CYCLE




    DREAM or
       WISH



               Design
                                Monitoring & Evaluation
                    Plan
                           Execute
                              Finalise
                                 Final evaluation to
                                 collect lessons learned
PROJECT MANAGEMENT CYCLE
PROJECT MANAGEMENT CYCLE
PROJECT MANAGEMENT CYCLE
PROJECT MANAGEMENT CYCLE

  INITIATE - This phase is where an idea or a proposal is authorized and funded as a project. It
  may include some initial planning and estimating to clarify its objective and scope.

  PLAN - This phase includes two distinct components; the development of plans that are
  required as part of the proposal – core planning, and the plans to manage the implementation
  of the project – facilitation planning.

  IMPLEMENT . Implementation includes taking all necessary actions to ensure the activities in
  the project plan are completed and the outputs of the plan are produced. Includes task
  assignments and authorizations to execute plans.

  MONITOR - Monitoring is about measuring the progress of a project against its objectives,
  looking at deviations from the plan and deciding on corrective steps to put the project back on
  track. It looks at the log-frame indicators and schedule and budget targets.

  ADAPT - This phase refers to the process by which the project manager adapts its project
  management methods from the insights and learning that was captured. It also refers to the
  changes that need to be incorporated in the original processes, approaches, strategies and
  methods planned to deliver the project interventions

  CLOSE - The closing phase of the project is when the project has achieved the planned
  objectives and all deliverables have been produced. The phase also includes the project
  evaluation to see if the original objectives were achieved or not
PROJECT MANAGEMENT CYCLE

  INITIATE - This phase is where an idea or a proposal is authorized and funded as a project. It
  may include some initial planning and estimating to clarify its objective and scope.

  PLAN - This phase includes two distinct components; the development of plans that are
  required as part of the proposal – core planning, and the plans to manage the implementation
             Planning is important for:
  of the project – facilitation planning.
             • getting an overview of what needs to be done
  IMPLEMENT . Implementation don’t forget anything
             • making sure you includes taking all necessary actions to ensure the activities in
  the project• plan are completed and the outputs in the plan are produced. Includes task
               making sure you handle things of the right order
             • being able to know what the finish
  assignments and authorizations to execute plans. date is

  MONITORWhen Planning you measuring opportunity to:a project against its objectives,
               - Monitoring is about have the the progress of
  looking at • include lessons learned and beston corrective steps to put the project back on
              deviations from the plan and deciding practices
  track. It looks at the log-frame indicators and schedule and budget targets.
          • inform others what is going to happen
          • inform others to why, when and what you will manager adapts
  ADAPT - This phase refers by the process by which the project need them for its project
          • get reviews from insights and learning nothing is left out
  management methods from theothers to make surethat was captured. It also refers to the
  changes that need to be incorporated in the original processes, approaches, strategies and
  methods planned to deliver the project interventions

  CLOSE - The closing phase of the project is when the project has achieved the planned
  objectives and all deliverables have been produced. The phase also includes the project
  evaluation to see if the original objectives were achieved or not
PROJECT MANAGEMENT CYCLE



   TIPS
   •   Input from others; Experts, books, lessons
       learned, Brainstorms, Cross-check, reviews
   •   Break big challenge down into small pieces
   •   Begin with the end in mind (S. Covey)
   •   Use risks as a guide – start with high impact
       / high likelihood risks first
PROJECT MANAGEMENT CYCLE


   TIPS
   •   Focus on the shortest path to result / critical
       path
   •   Visualize, display and repeatedly
       communicate
   •   Search for buy-in from the ‘stakeholders’
   •   Prioritization; use action lists
3 PRINCIPLES
PROJECT MANAGEMENT – The three principles




       1. PLANNING..
       2. COMMUNICATION..
       3. RISK MANAGEMENT..
PROJECT MANAGEMENT – The three principles



  1. PLANNING – the process of (1) defining what will
     happen in the project, how it is prepared, by whom
     and when, the cost and any dependencies. (2)
     monitoring and adjustment.

  2. COMMUNICATION – the process of (1) informing all
     ‘stakeholders’, beneficiaries, workers, colleagues,
     sponsors / donors, media; (2) Getting and
     maintaining buy-in of decisions makers;
     (3) Listening.

  3. RISK MANAGEMENT – the process of identification,
     evaluation and mitigation of any project risk.
PROJECT MANAGEMENT – The three principles



  1. PLANNING – the process of (1) defining what will
     happen in the project, how it is prepared, by whom
     and when, the cost and any dependencies. (2)
     monitoring and adjustment.

  2. COMMUNICATION – the process of (1) informing all
     ‘stakeholders’, beneficiaries, workers, colleagues,
     sponsors / donors, media; (2) Getting and
     maintaining buy-in of decisions makers;
     (3) Listening.

  3. RISK MANAGEMENT – the process of identification,
     evaluation and mitigation of any project risk.
1. PLANNING
Planning is bringing the future into the present so that you can do
   something about it now” (Alan Lakein)
PROJECT PLANNING




                               Time
                               wasting           
       Planning detail




                                             High risk;
                                              plan more


                         Low                  high
                         Project complexity
PROJECT PLANNING




                         Time
                         wasting    
       Planning detail




                                  High risk;
    Project complexity; can be defined as one
    where there are:
                                   plan more

    • Many tasks
    • Many dependencies
               Low                high
    • Many resources
              Project complexity
PROJECT PLANNING – SMART objectives



      Letter    Major Term     Minor Terms
         S        Specific     Significant, Stretching, Simple

         M      Measurable     Meaningful, Motivational, Manageable

         A       Attainable    Appropriate, Achievable, Agreed,
                               Assignable, Actionable, Action-oriented[,
                               Ambitious

         R       Relevant      Realistic, Results/Results-
                               focused/Results-oriented, Resourced,
                               Rewarding
         T      Time-bound     Time framed, Timed, Time-based,
                               Timeboxed, Timely, Timebound, Time-
                               Specific, Timetabled, Trackable, Tangible



                                                  Source: http://en.wikipedia.org/wiki/SMART_criteria
PROJECT PLANNING – SMART objectives



      Letter    Major Term     Minor Terms
         S        Specific     Significant, Stretching, Simple

         M      Measurable     Meaningful, Motivational, Manageable

       A      Attainable       Appropriate, Achievable, Agreed,
   Example: To train 12 trainers for two days Action-oriented[,
                           Assignable, Actionable, on microfinance
   by December 31st 2010.Ambitious
         R       Relevant      Realistic, Results/Results-
                               focused/Results-oriented, Resourced,
                               Rewarding
         T      Time-bound     Time framed, Timed, Time-based,
                               Timeboxed, Timely, Timebound, Time-
                               Specific, Timetabled, Trackable, Tangible



                                                  Source: http://en.wikipedia.org/wiki/SMART_criteria
Exercise



        E   Write down two SMART objectives


   SMART

   1.

   2.
PROJECT PLANNING



   Determine requirements

   Collect the requirements in a
   Terms of Reference:

   1.   Background
   2.   Objectives
   3.   Scope
   4.   Constraints
   5.   Assumptions
   6.   Reporting
   7.   Deliverables and Milestones
   8.   Cost Benefit
   9.   Finance
PROJECT PLANNING



   Determine requirements             Determine possible solutions

   Collect the requirements in a      Collect findings in a
   Terms of Reference:                Feasibility study:

   1.   Background                    1.   Objectives
   2.   Objectives                    2.   Scope
   3.   Scope                         3.   Success criteria
   4.   Constraints                   4.   Performance requirements
   5.   Assumptions                   5.   Impact on organization and
   6.   Reporting                          other systems
   7.   Deliverables and Milestones   6.   Risks
   8.   Cost Benefit                  7.   Recommended solution
   9.   Finance                       8.   Alternative solutions
                                      9.   Cost benefit
PROJECT PLANNING
PROJECT PLANNING



    Key elements of Project Schedules:
    1. To communicate across the project team, client
       and line management
    2. Technical excellence will not compensate for non
       communicating schedules
    3. Poor layout can destroy schedules
    4. Simplicity is essential
    5. They must be updated
PROJECT PLANNING



       TASKS STRUCTURE


                          Research


                                           Material
                                           development

                                                         Education




                                     now



                         TIME
PROJECT PLANNING
PROJECT PLANNING




        GANTT CHART (MICROSOFT PROJECTS)
        = a type of bar chart that illustrates a project schedule, developed by Henry Gantt
PROJECT PLANNING




GANTT CHART
(MICROSOFT PROJECTS)
Exercise




      E    Develop a planning
MIND MAPPING




               from Darwin's
               notebooks around
               July 1837 showing his
               first sketch of an
               evolutionary tree
               (Wikipedia).
MIND MAPPING




               The Tree of Life as
               seen by Ernst
               Haeckel in the The
               Evolution of Man
               (1879) (Wikipedia).
MIND MAPPING




               Modern highly
               resolved Tree Of Life,
               based on completely
               sequenced genomes
               (Wikipedia).
MIND MAPPING




 Number associations (http://blog.iqmatrix.com/)
MIND MAPPING
MIND MAPPING




 Google ‘wonderwheel’
MIND MAPPING




 Neural network (www.tricitypsychology.com) /
 Neuron injected neuron injected with a fluorescent dye (www.rikenresearch.riken.jp)
MIND MAPPING
PROJECT PLANNING




                   MINDMAPPING / MINDMANAGER
                   (WWW.MINDJET.COM)
PROJECT PLANNING




    PERT chart for a project with five milestones (10 through 50) and six
    activities (A through F). The project has two critical paths: activities B
    and C, or A, D, and F – giving a minimum project time of 7 months with
    fast tracking. Activity E is sub-critical, and has a float of 2 months.

                                         PERT = Program Evaluation and Review Technique
PROJECT PLANNING



   Advanced schedule networking:
    Network = an illustration of the interdependency of project tasks
    Critical Path = the sequence of project network activities which
      add up to the longest overall duration.
    Slack = spare or extra time on non-critical paths
    Time estimates: 1. Optimistic 2. Pessimistic 3. Most likely
    Expected time for a task = (Optimistic + Pessimistic + 4xMost
      likely) / 6
    Expected time for a project = Sum of expected times along the
      project’s critical path
PROJECT PLANNING



   Critical Chain Project Management (CCPM) - Eliyahu M. Goldratt


   From numerous studies from1998 for traditional project management methods, only 44%
   of projects typically finish on time, projects usually complete at 222% of the duration
   originally planned, 189% of the original budgeted cost, 70% of projects fall short of their
   planned scope (technical content delivered), and 30% are cancelled before completion.


   Using CCPM : 95% on-time and on-budget completion when CCPM is applied correctly.


   CCPM aggregates the large amounts of safety time added to many subprojects in project
   buffers to protect due-date performance, and to avoid wasting this safety time through bad
   multitasking, student syndrome, Parkinson's Law and poorly synchronized integration.


   Source: http://en.wikipedia.org/wiki/Critical_Chain_Project_Management
PROJECT PLANNING



   Critical Chain Project Management (CCPM) - Eliyahu M. Goldratt


   From numerous studies from1998 for traditional project management methods, only 44%
       Student syndrome refers to the phenomenon
   of projects typically finish on time, projects usually complete at 222% of the duration
      that many people will start to fully apply
   originally planned, 189% of the original budgeted cost, 70% of projects fall short of their
      themselves to a task just at the last possible
   planned scope (technical content delivered), and 30% are cancelled before completion.
      moment before a deadline. This leads to wasting
      any buffers built into individual task duration
      estimates
   Using CCPM : 95% on-time and on-budget completion when CCPM is applied correctly.


      Parkinson's Law: the demand upon a resource
   CCPM aggregates the large amounts of safety time added to many subprojects in project
      tends to expand to match the supply of the
   buffers to protect due-date performance, and to avoid wasting this safety time through bad
      resource
   multitasking, student syndrome, Parkinson's Law and poorly synchronized integration.


   Source: http://en.wikipedia.org/wiki/Critical_Chain_Project_Management
PROJECT PLANNING
PROJECT PLANNING



    E      Design an action plan

  ACTION           ACTION           TIMING           BY WHOM
  (1 to 3 words,   DESCRIPTION      (start and end   (one name of
  Actionable)      (the action in   date)            person or
                   more detail;                      organization)
                   where, how
                   many, how
                   often)
PROJECT PLANNING




   TIPS
   • Use an attractive and fun planning tool
   • Re-iterate the planning; review it days
      later and ask input
   • Phase your project
   • ‘Plan to adapt the plan’
   • Communicate the plan
PROJECT PLANNING




   TIPS
   • Use a ‘shadow plan’ (..)
   • Reserve time for unexpected events
   • Check prognosis at ¼ of a task and take
      action
2. COMMUNICATION
To effectively communicate, we must realize that we are all different in the way we perceive
    the world and use this understanding as a guide to our communication with others.

                                                                         (Anthony Robbins)
Exercise



      E    Whisper this is your neighbor's ear for me,
           please…
COMMUNICATION
COMMUNICATION



           Discussion & examples on verbal vs.
    E      nonverbal communication
COMMUNICATION


 Verbal communication: 7%
 Nonverbal communication: 93%
 (gesture touch body language posture facial expression eye contact
 clothing hairstyles paralanguage voice quality emotion speaking style
 rhythm intonation stress; 38% vocal tone and 55% body language and
 other). Nonverbal messages can interact with verbal messages in six
 ways:
     • repeating,
     • conflicting,
     • complementing,
     • substituting,
     • regulating
     • accenting/moderating

 “Even if someone decides to say nothing they are still communicating“
 and “Silence speaks louder than words”
COMMUNICATION



                                      Project
                                      sponsor


                     Steering
                                                          Media
                    committee




                                      Project
                                      Manager
                                                             Team
                Suppliers
                                                            members




                            Depart-             Benefi-
                            ments               ciaries
COMMUNICATION


                                         PROGRESS
                                      Project
                                      sponsor


                     Steering
                                                          Media
                    committee
       DECISION-MAKING                                    PR - ATTENTION



                                      Project
                                      Manager
                                                             Team
                Suppliers
                                                            members
        RESOURCES                                             TROUBLESHOOTING



                            Depart-             Benefi-
                            ments               ciaries
                     RESOURCES                        INPUT
Exercise




      E    Stakeholders overview…
COMMUNICATION




           Project           Project
          Manager            sponsor


         Learn about the sponsor and their operation
         Build a sponsor relationship
         Understand sponsor problems and issues
         Explain your project methodology
         Listen 80% Talk 20%
         Avoid discussing detailed (technical) solutions
         Agree on next steps
COMMUNICATION




 •   Newsletters (e-mail / bulletin board)
 •   Progress reports; ‘report by exception’(e-mail)
 •   Presentations / Discussion (face-to-face)
 •   Discussion one-on-one

 And..

 • ‘Management by walking around’
COMMUNICATION



   Human factors that form the basis of control:
    Ownership, commitment and accountability
    Empowerment
    Team participation
    Measurement
    Coaching
COMMUNICATION
COMMUNICATION




      Enthusiasm    Chaotic



         Rigid     Structured


                           Core competence model, by D. Ofman
COMMUNICATION




                   Think ahead               Rigid



      Enthusiasm     Chaotic             Flexibility



         Rigid     Structured


                           Core competence model, by D. Ofman
COMMUNICATION




    International differences:
    • Direct vs. cautious
    • Mother language
    • Hierarchy
                           Interpretation differences
    To do:
    • Pro-active attitude
    • Check assumptions; ‘over-communicate’
    • Guidelines
COMMUNICATION




   TIPS
   • Know the people involved – meet them
     personally
   • Know the people who (1) support and (2)
     oppose the project; keep a list
   • Ask input and listen
COMMUNICATION




   TIPS
   • ‘Walk your talk’; be clear and honest in
     your communication
   • Focus on ‘effective communication’
     (pink giraffe example)

   • Effective and quick conflict resolution
   • Keep the customer informed
     (& inform one when one does not expect to be informed)
COMMUNICATION




   TIPS
   • When starting a new project; organize a
     formal ‘kick-off’ to mark the start of the
     project and clearly communicate the
     anticipated end result
   • Practice your negotiation skills
3. RISK MANAGEMENT
   What should you do when a rhino charges you? Pay him!

                              &

                 Risks is feature of projects
RISK MANAGEMENT




         IDENTIFY

                  EVALUATE

                      MITIGATE
RISK MANAGEMENT

                      The collection of any risk that
                      can impact on the project outputs;
                      external, financial, human resource,
                      organisational, responsibilities,
         IDENTIFY     policies, corruption, etc

                                    Determine the severity of the
                  EVALUATE          risk in (1) impact (2) likelihood.



                      MITIGATE
                            Determine any action to be taken;
                            (1) share (2) endure (3) avoid
                            (4) lessen
RISK MANAGEMENT




  RISKLIST
Exercise



       E    Risk list

     RISK        IMPACT   LIKELIHOOD   MITIGATION
Exercise



       E     Issue list

     ISSUE            PRIORITY   MITIGATION
RISK MANAGEMENT



   TIPS

   • Start the risk list during project planning
     and maintain it throughout the project

   • Listen to others (anyone) to collect risks

   • Ask advice to mitigate risks

   • Separate risks from issues
PROJECT
ORGANISATION
PROJECT ORGANIZATION



  ADRESSING:

   Who is in which role; a person can be in more
    than one role, but what about conflicting interests.
   Clarity of roles and responsibilities
   Involving the experts
   Get buy-in
   Internal communication of the project (change)
   Determined who reports to who and how
    problems are reported and managed
   Agree on project tools and how to use them
Exercise



       E    Project team

     NAME     ROLE(S)   RESPONSIBILITY AVAILABILITY
PROJECT ORGANISATION – Organisational diagram - Basic
PROJECT ORGANISATION – Organizational diagram - Functional



                                     General
                                     Manager

                  Manager                               Manager
                  Dept. A                               Dept. B
PROJECT ORGANISATION – Organizational diagram – Product or Project



                                     General
                                     Manager

                 Manager                                Manager
                 Product A                              Product B
PROJECT ORGANISATION – Organizational diagram – Project Oriented Organizations



                                     General
                                     Manager

                  Manager                                Manager
                  Dept. A                                Dept. B




                                       Project
                                        Team
PROJECT ORGANISATION – Problem solving; the escalation mechanism




            2




   Solve problems at the lowest possible level;
   if unsuccessful use the escalation mechanism
PROJECT ORGANISATION – Responsibility chart



      - Approve
      - Must be notified
      - May be consulted
      - General management responsibility


                             Project manager       Team member x
     Task 1                                       
     Task 2                                       
     Task 3                                       
     Task 4                                       


    Also for: change control procedures, communications, personnel skills, etc
RESOURCE
PLANNING
RESOURCE PLANNING



  Capacity planning: Mapping the project plan to
   availability of resources


                    Week 1    Week 2    Week 3
                    (hours)   (hours)   (hours)
     John           40        40        40
     Sarah          32        24        0
     Peter          32        8         8
RESOURCE PLANNING




                                 100%
                                 (and sickness,
                                 leave, unforeseen)
           Expertise Y




                         Weeks
RESOURCE PLANNING




                    Rational Unified Process
Exercise



       E    Human resource planning

     NAME      WEEK 1    WEEK 2       WEEK 3
RESOURCE PLANNING



   TIPS

   • Plan & check availability and iterate
     (verify) with resource manager

   • Approach people personally to counter-
     check (nobody else will)

   • Inform all stakeholders of what is
     expected and by when and update them
     on changes
PROJECT SCOPE
 MANAGEMENT
Practical Project Management - full course
PROJECT SCOPE MANAGEMENT


     Scope: The sum total of all of its products and
     their requirements or features

     ‘Scope creep’:




          START
PROJECT SCOPE MANAGEMENT




          START
PROJECT SCOPE MANAGEMENT




          START
Exercise



       E   Project manager and Sponsor role-play;
           requirements and their priorities
Exercise
BUDGET
MANAGEMENT
BUDGET MANAGEMENT


 1. After project planning; make financial outline
 2. A budget form a baseline to measure against
 3. Make sure you have financial commitment and
    have some idea of how much additional /
    contingency budget is available
 4. Report regularly on the summary

 I Initial Budget
 II Project finances against budget
 III Financial reporting
BUDGET MANAGEMENT – Initial Budget
BUDGET MANAGEMENT – Initial Budget
BUDGET MANAGEMENT – Project control
BUDGET MANAGEMENT – Project control


                                      CONTROL




                                      }
BUDGET MANAGEMENT



         E   Develop a budget


  Item        No.        Unit   Unit cost   Total
MANAGING QUALITY
MANAGING QUALITY




                   Budget




         Quality            Schedule
MANAGING QUALITY




    DREAM or
       WISH



               Design
                             Monitoring & Evaluation
                   Plan
                        Execute
                           Finalise
                              Final evaluation to
                              collect lessons learned
PROJECT MANAGEMENT CYCLE – Monitoring and Evaluation
PROJECT MANAGEMENT CYCLE – Monitoring and Evaluation



                      Vision


                     Mission


                   Objectives


                    Outcomes


                     Output


                      Activi
                      -ties
PROJECT MANAGEMENT CYCLE – Monitoring and Evaluation



                      Vision                            ‘Dream’ / Ideal world

                                                        What we can be held
                     Mission
                                                         accountable for

                                                        SMART goals
                   Objectives
                                                        Answers ‘so what’, direct

                    Outcomes                             result from outputs

                                                        Immediate results
                     Output
                                                        Formulated SMART, basis

                                                         for the plan
                      Activi
                      -ties
PROJECT MANAGEMENT CYCLE – Monitoring and Evaluation



                      Vision                            ‘Dream’ / Ideal world

                                                        What we can be held
                     Mission
                                                         accountable for

                                                        SMART goals
                   Objectives
                                                        Answers ‘so what’, direct

                    Outcomes                             result from outputs

                                                        Immediate results
                     Output
                                                        Formulated SMART, basis

                                                         for the plan
                      Activi
                      -ties
                                       INPUTS
BUDGET MANAGEMENT



     E      Develop the logical framework


                      Vision       ‘Dream’ / Ideal world


                     Mission       What we can be held
                                    accountable for

                    Objectives     SMART goals

                    Outcomes       Answers ‘so what’, direct
                                    result from outputs

                     Output        Immediate results

                                   Formulated SMART, basis for
                      Activ         the plan
                      ities
PROJECT DELIVERY
 & POST-PROJECT
PROJECT DELIVERY



   ‘Plan the end date’ (it is a project and therefore ends)
   Inform stakeholder in advance and sharing the success
   Be careful with showing and sharing preliminary results
     documents
   Make sure you can deliver what you promisedand what is
     expected
   Evaluate, round-up and clean-up
   Work on follow-up / last elements / manage overlaps with
     new projects
TIPS ‘N TRICKS
PROJECT MANAGEMENT – Tips ‘n Tricks



   TIPS

   • Ensure a clear project description;
     what will the project deliver?

   • Never assume;
     even verify your own communication

   • Focus on teamwork;involve the team
     members, do it together
PROJECT MANAGEMENT – Tips ‘n Tricks



   TIPS

   • Start and maintain a to-do list; and
     prioritize the actions

   • Check planning estimates; e.g. ask a
     senior PM to countercheck

   • Keep a paper trail; decisions, approvals,
     meeting minutes
PROJECT MANAGEMENT – Tips ‘n Tricks



   TIPS

   • Work out what your escalation
     mechanism is and remember to use it

   • To quickly become a better PM use self-
     assessments, evaluations and 360º’s

   • Spend 80% of your time listening and 20%
     of you time talking
PROJECT MANAGEMENT – Tips ‘n Tricks



   TIPS

   • Manage your project management files
     neatly, preferably using a hierarchy

   • Use workshop efficiently to get input and
     buy-in; learn and try the various
     techniques

   • Use your gut feeling, when in doubt; use a
     project health check form
PROJECT MANAGEMENT – Tips ‘n Tricks


   WEBTIPS

   • Wikipedia
     http://en.wikipedia.org/
     Definitions, examples, hyperlinks

   • Project Management 4 Development
     http://www.pm4dev.com/
     Free project management resources and distant learning

   • Project Management Institute
     www.pmi.org
     More information on project management and certification

   • Google..
PROJECT MANAGEMENT – Tips ‘n Tricks



   BOOKTIPS

   • Guide to Project Management; Achieving lasting benefit
     through effective change, Paul Roberts, 2007, The
     Economist

   • Project Management For Dummies, Stanley E. Portney

   • Fundamentals of Project Management. A modern
     methodology to manage development projects for
     international assistance and humanitarian relief
     organizations. PM4DEV, October 2007 – more on
     internet

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Practical Project Management - full course

  • 1. PRACTICAL PROJECT MANAGEMENT Marten Schoonman mjl.schoonman@gmail.com
  • 2. INDEX  Introduction  The Project Manager  Project Cycle Management  ‘3 PRINCIPLES’  Project Organization  Resource Planning  Project scope management  Budget management  Managing quality  Project delivery & post-project  Tips ‘n tricks
  • 3. INTRODUCTION – Background Marten Schoonman  University of Wageningen, the Netherlands  Junior Project Manager (Research Information Management, Organon)  Project Manager  Programme Manager  Account manager (Information Services Department, Organon)  Project Manager  Head Project Management (e-Marketing, Organon)  Project / Business Manager (Media Focus on Africa Foundation)
  • 4. Exercise E What is a project? E ‘Grand collection of projects’
  • 5. INTRODUCTION - Definitions Characteristics of a Project: • A project has a beginning and an end • A project has limited resources • A project follows a planned, organized method to meet its objectives with specific goals of quality and performance • Every project is unique • A project most often involves change Project is therefore not the same as a Programme or an Operation. Change is not made without inconvenience, even from worse to better [S. Johnson
  • 6. INTRODUCTION - Definitions Project – Definition A project is a temporary effort made up of a set of related activities undertaken to achieve a unique goal or objective within specific constraints Management – Definition  A process of setting and achieving goals through: planning, organizing, directing and controlling;  Utilizing human, financial and material resources.
  • 7. INTRODUCTION - Definitions Project – Definition A project is a temporary effort made up of a set of related activities undertaken to achieve a unique goal or objective within specific constraints Management – Definition  A process of setting and achieving goals through: planning, organizing, directing and controlling;  Utilizing human, financial and material resources. The art of getting things done through other people
  • 8. INTRODUCTION - Definitions Project is a single, non-repetitive enterprise. It is usually undertaken to achieve PLANNED RESULTS within the TIME LIMIT and a COST BUDGET Budget Quality Schedule
  • 9. INTRODUCTION - Definitions Project is a single, non-repetitive enterprise. It is usually undertaken to achieve PLANNED RESULTS within the TIME LIMIT and a COST BUDGET Budget E WHICH IS THE MOST IMPORTANT CORNER IN THIS BALANCE? Quality Schedule
  • 10. INTRODUCTION – Project examples DREAM or PRIVATE WISH 1. Buying a plot of land 2. Building a house 3. Having a baby 4. Buying a family car WORK 1. Setting up an VCT centre 2. Rolling out new mobile network 3. Implementing a new financial system 4. Starting a new department
  • 11. INTRODUCTION – Project examples DREAM or PRIVATE WISH 1. Buying a plot of land 2. Building a house 3. Having a baby 4. Buying a family car WORK 1. Setting up an VCT centre 2. Rolling out new mobile network 3. Implementing a new financial system 4. Starting a new department
  • 12. INTRODUCTION – Project types R&D IT Technology change projects projects Construction Business projects projects Low high Requirements change
  • 13. Exercise E Match terms to their definitions
  • 14. Exercise 1 Deliverable 2 Duration 3 Escalation 4 GANTT chart 5 Issue Lessons 6 learned 7 Milestone 8 Baseline 9 Phase 10 Programme 11 Project 12 Resource 13 Risk 14 Scope 15 Slack 16 Sponsor 17 Stakeholder 18 Subproject 19 Task 20 WBS
  • 15. Exercise J A part of a project K A person or group with an interest in the project A A problem or challenge L A project activity that has a starting and finishing point M A project within another project A temporary effort made up of a set of related activities undertaken to achieve a unique goal or I objective within specific constraints B A vehicle for implementing an organization’s strategy T A view that graphically shows the project schedule over time S Management lessons which may be used to improve the execution of future projects C Raise an issue higher and higher in management until it is solved N Spare or extra time P The amount of time a task will take to finish O The initial project schedule G The outcome of a process which is both definable and measurable also called milestone H The outcome of a process which is both definable and measurable, also called deliverable E The people, material, equipment or facilities required to complete a task Q The person chiefly responsible for leading the project to a successful outcome R The possibility of something going wrong in the future D The sum total of all of its products and their requirements or features F Work breakdown structure; hierarchical organization of project phases, tasks and end products
  • 16. Exercise 1 Deliverable G The outcome of a process which is both definable and measurable also called milestone 2 Duration P The amount of time a task will take to finish 3 Escalation C Raise an issue higher and higher in management until it is solved 4 GANTT chart T A view that graphically shows the project schedule over time 5 Issue A A problem or challenge 6 Lessons S Management lessons which may be used to improve the execution of future projects learned 7 Milestone H The outcome of a process which is both definable and measurable, also called deliverable 8 Baseline O The initial project schedule 9 Phase J A part of a project 10Programme B A vehicle for implementing an organization’s strategy 11Project I A temporary effort made up of a set of related activities undertaken to achieve a unique goal or objective within specific constraints 12Resource E The people, material, equipment or facilities required to complete a task 13Risk R The possibility of something going wrong in the future 14Scope D The sum total of all of its products and their requirements or features 15Slack N Spare or extra time on non 16Sponsor Q The person chiefly responsible for leading the project to a successful outcome 17Stakeholder K A person or group with an interest in the project 18Subproject M A project within another project 19Task L A project activity that has a starting and finishing point 20WBS F Work breakdown structure; hierarchical organization of project phases, tasks and end products
  • 18. PROJECT MANAGER – Skills and competences Under the leadership of the G&D Leader, the AWARD Project Manager will: …plan and manage the day-to-day delivery…supervise the staff and consultants engaged…provide leadership on the science capacity-building components…work closely with research networks…provide regular and accurate management reports…review the effectiveness and efficiency of systems, procedures, etc…take a lead role in internal monitoring and evaluation…possesses the ability to think critically and strategically about technical/administrative approaches and issues…judgment: demonstrates a sound understanding of when to share information and when to keep it confidential…the ability to undertake multiple tasks concurrently…creates a Project environment that is inclusive of all cultures and backgrounds… determines priorities soundly… result-oriented… communication… responsibility… reliable… accurate… eye for detail… leadership… teambuilding… conscious of the politics of organizations… resolves conflicts…
  • 19. PROJECT MANAGER – Skills and competences Under the leadership of the G&D Leader, the AWARD Project Manager will: …plan and manage the day-to-day delivery…supervise the staff and consultants engaged…provide leadership on the science capacity-building components… work closely with research networks…provide regular and accurate management reports…reviewthe effectiveness and efficiency of systems, procedures, etc…take a lead role in internal monitoring and evaluation…possesses the ability to think critically and strategically about technical/administrative approaches and issues…judgment: demonstrates a sound understanding of when to share information and when to keep it confidential…the ability to undertake multiple tasks concurrently…creates a Project environment that is inclusive of all cultures and backgrounds… determines priorities soundly… result-oriented… communication… responsibility… reliable… accurate… eye for detail… leadership… teambuilding… conscious of the politics of organizations… resolves conflicts…
  • 20. PROJECT MANAGER – Skills and competences Under the leadership of the G&D Leader, the AWARD Project Manager will: …plan and manage the day-to-day delivery…supervise the staff and consultants engaged…provide leadership on the science capacity-building components…work closely with research networks…provide regular and accurate management reports…review the effectiveness and efficiency of systems, procedures, etc…take a lead role in internal monitoring and evaluation…possesses the ability to think critically and strategically about technical/administrative approaches and issues…judgment: demonstrates a sound understanding of when to share information and when to keep it confidential…the ability to undertake multiple tasks concurrently…creates a Project environment that is inclusive of all cultures and backgrounds… determines priorities soundly… result-oriented… communication… responsibility… reliable… accurate… eye for detail… leadership… teambuilding… conscious of the politics of organizations… resolves conflicts…
  • 21. PROJECT MANAGER – Skills and competences Under the leadership of the G&D Leader, the AWARD Project Manager will: …plan and manage the day-to-day delivery…supervise the staff and consultants engaged…provide leadership on the science capacity-building Balance components…work closely with research networks…provide regular and accurate management reports…review the effectiveness and efficiency of systems, procedures, etc…take a lead role in internal monitoring and evaluation…possesses the ability to think critically and strategically about Technical skills <> Behavioral skills technical/administrative approaches and issues…judgment: demonstrates a sound understanding of when to share information and when to keep it confidential…the ability to undertake multiple tasks concurrently…creates a Project environment that is inclusive of all cultures and backgrounds… determines priorities soundly… result-oriented… communication… responsibility… reliable… accurate… eye for detail… leadership… teambuilding… conscious of the politics of organizations… resolves conflicts…
  • 22. PROJECT MANAGER – Roles and responsibilities „MINDMAP‟
  • 23. PROJECT MANAGER – Roles and responsibilities
  • 25. PROJECT MANAGEMENT CYCLE DREAM or WISH DREAM or WISH DREAM or WISH
  • 26. PROJECT MANAGEMENT CYCLE DREAM or WISH Design Plan Execute Finalise
  • 27. PROJECT MANAGEMENT CYCLE DREAM or WISH Design Identification & Specification Plan Execute The actual project Finalise Every project has an end
  • 28. PROJECT MANAGEMENT CYCLE DREAM or WISH Design Monitoring & Evaluation Plan Execute Finalise
  • 29. PROJECT MANAGEMENT CYCLE DREAM or WISH Design Monitoring & Evaluation Plan Execute Finalise Final evaluation to collect lessons learned
  • 33. PROJECT MANAGEMENT CYCLE INITIATE - This phase is where an idea or a proposal is authorized and funded as a project. It may include some initial planning and estimating to clarify its objective and scope. PLAN - This phase includes two distinct components; the development of plans that are required as part of the proposal – core planning, and the plans to manage the implementation of the project – facilitation planning. IMPLEMENT . Implementation includes taking all necessary actions to ensure the activities in the project plan are completed and the outputs of the plan are produced. Includes task assignments and authorizations to execute plans. MONITOR - Monitoring is about measuring the progress of a project against its objectives, looking at deviations from the plan and deciding on corrective steps to put the project back on track. It looks at the log-frame indicators and schedule and budget targets. ADAPT - This phase refers to the process by which the project manager adapts its project management methods from the insights and learning that was captured. It also refers to the changes that need to be incorporated in the original processes, approaches, strategies and methods planned to deliver the project interventions CLOSE - The closing phase of the project is when the project has achieved the planned objectives and all deliverables have been produced. The phase also includes the project evaluation to see if the original objectives were achieved or not
  • 34. PROJECT MANAGEMENT CYCLE INITIATE - This phase is where an idea or a proposal is authorized and funded as a project. It may include some initial planning and estimating to clarify its objective and scope. PLAN - This phase includes two distinct components; the development of plans that are required as part of the proposal – core planning, and the plans to manage the implementation Planning is important for: of the project – facilitation planning. • getting an overview of what needs to be done IMPLEMENT . Implementation don’t forget anything • making sure you includes taking all necessary actions to ensure the activities in the project• plan are completed and the outputs in the plan are produced. Includes task making sure you handle things of the right order • being able to know what the finish assignments and authorizations to execute plans. date is MONITORWhen Planning you measuring opportunity to:a project against its objectives, - Monitoring is about have the the progress of looking at • include lessons learned and beston corrective steps to put the project back on deviations from the plan and deciding practices track. It looks at the log-frame indicators and schedule and budget targets. • inform others what is going to happen • inform others to why, when and what you will manager adapts ADAPT - This phase refers by the process by which the project need them for its project • get reviews from insights and learning nothing is left out management methods from theothers to make surethat was captured. It also refers to the changes that need to be incorporated in the original processes, approaches, strategies and methods planned to deliver the project interventions CLOSE - The closing phase of the project is when the project has achieved the planned objectives and all deliverables have been produced. The phase also includes the project evaluation to see if the original objectives were achieved or not
  • 35. PROJECT MANAGEMENT CYCLE TIPS • Input from others; Experts, books, lessons learned, Brainstorms, Cross-check, reviews • Break big challenge down into small pieces • Begin with the end in mind (S. Covey) • Use risks as a guide – start with high impact / high likelihood risks first
  • 36. PROJECT MANAGEMENT CYCLE TIPS • Focus on the shortest path to result / critical path • Visualize, display and repeatedly communicate • Search for buy-in from the ‘stakeholders’ • Prioritization; use action lists
  • 38. PROJECT MANAGEMENT – The three principles 1. PLANNING.. 2. COMMUNICATION.. 3. RISK MANAGEMENT..
  • 39. PROJECT MANAGEMENT – The three principles 1. PLANNING – the process of (1) defining what will happen in the project, how it is prepared, by whom and when, the cost and any dependencies. (2) monitoring and adjustment. 2. COMMUNICATION – the process of (1) informing all ‘stakeholders’, beneficiaries, workers, colleagues, sponsors / donors, media; (2) Getting and maintaining buy-in of decisions makers; (3) Listening. 3. RISK MANAGEMENT – the process of identification, evaluation and mitigation of any project risk.
  • 40. PROJECT MANAGEMENT – The three principles 1. PLANNING – the process of (1) defining what will happen in the project, how it is prepared, by whom and when, the cost and any dependencies. (2) monitoring and adjustment. 2. COMMUNICATION – the process of (1) informing all ‘stakeholders’, beneficiaries, workers, colleagues, sponsors / donors, media; (2) Getting and maintaining buy-in of decisions makers; (3) Listening. 3. RISK MANAGEMENT – the process of identification, evaluation and mitigation of any project risk.
  • 41. 1. PLANNING Planning is bringing the future into the present so that you can do something about it now” (Alan Lakein)
  • 42. PROJECT PLANNING Time wasting  Planning detail  High risk; plan more Low high Project complexity
  • 43. PROJECT PLANNING Time wasting  Planning detail  High risk; Project complexity; can be defined as one where there are: plan more • Many tasks • Many dependencies Low high • Many resources Project complexity
  • 44. PROJECT PLANNING – SMART objectives Letter Major Term Minor Terms S Specific Significant, Stretching, Simple M Measurable Meaningful, Motivational, Manageable A Attainable Appropriate, Achievable, Agreed, Assignable, Actionable, Action-oriented[, Ambitious R Relevant Realistic, Results/Results- focused/Results-oriented, Resourced, Rewarding T Time-bound Time framed, Timed, Time-based, Timeboxed, Timely, Timebound, Time- Specific, Timetabled, Trackable, Tangible Source: http://en.wikipedia.org/wiki/SMART_criteria
  • 45. PROJECT PLANNING – SMART objectives Letter Major Term Minor Terms S Specific Significant, Stretching, Simple M Measurable Meaningful, Motivational, Manageable A Attainable Appropriate, Achievable, Agreed, Example: To train 12 trainers for two days Action-oriented[, Assignable, Actionable, on microfinance by December 31st 2010.Ambitious R Relevant Realistic, Results/Results- focused/Results-oriented, Resourced, Rewarding T Time-bound Time framed, Timed, Time-based, Timeboxed, Timely, Timebound, Time- Specific, Timetabled, Trackable, Tangible Source: http://en.wikipedia.org/wiki/SMART_criteria
  • 46. Exercise E Write down two SMART objectives SMART 1. 2.
  • 47. PROJECT PLANNING Determine requirements Collect the requirements in a Terms of Reference: 1. Background 2. Objectives 3. Scope 4. Constraints 5. Assumptions 6. Reporting 7. Deliverables and Milestones 8. Cost Benefit 9. Finance
  • 48. PROJECT PLANNING Determine requirements Determine possible solutions Collect the requirements in a Collect findings in a Terms of Reference: Feasibility study: 1. Background 1. Objectives 2. Objectives 2. Scope 3. Scope 3. Success criteria 4. Constraints 4. Performance requirements 5. Assumptions 5. Impact on organization and 6. Reporting other systems 7. Deliverables and Milestones 6. Risks 8. Cost Benefit 7. Recommended solution 9. Finance 8. Alternative solutions 9. Cost benefit
  • 50. PROJECT PLANNING Key elements of Project Schedules: 1. To communicate across the project team, client and line management 2. Technical excellence will not compensate for non communicating schedules 3. Poor layout can destroy schedules 4. Simplicity is essential 5. They must be updated
  • 51. PROJECT PLANNING TASKS STRUCTURE Research Material development Education now TIME
  • 53. PROJECT PLANNING GANTT CHART (MICROSOFT PROJECTS) = a type of bar chart that illustrates a project schedule, developed by Henry Gantt
  • 55. Exercise E Develop a planning
  • 56. MIND MAPPING from Darwin's notebooks around July 1837 showing his first sketch of an evolutionary tree (Wikipedia).
  • 57. MIND MAPPING The Tree of Life as seen by Ernst Haeckel in the The Evolution of Man (1879) (Wikipedia).
  • 58. MIND MAPPING Modern highly resolved Tree Of Life, based on completely sequenced genomes (Wikipedia).
  • 59. MIND MAPPING Number associations (http://blog.iqmatrix.com/)
  • 61. MIND MAPPING Google ‘wonderwheel’
  • 62. MIND MAPPING Neural network (www.tricitypsychology.com) / Neuron injected neuron injected with a fluorescent dye (www.rikenresearch.riken.jp)
  • 64. PROJECT PLANNING MINDMAPPING / MINDMANAGER (WWW.MINDJET.COM)
  • 65. PROJECT PLANNING PERT chart for a project with five milestones (10 through 50) and six activities (A through F). The project has two critical paths: activities B and C, or A, D, and F – giving a minimum project time of 7 months with fast tracking. Activity E is sub-critical, and has a float of 2 months. PERT = Program Evaluation and Review Technique
  • 66. PROJECT PLANNING Advanced schedule networking:  Network = an illustration of the interdependency of project tasks  Critical Path = the sequence of project network activities which add up to the longest overall duration.  Slack = spare or extra time on non-critical paths  Time estimates: 1. Optimistic 2. Pessimistic 3. Most likely  Expected time for a task = (Optimistic + Pessimistic + 4xMost likely) / 6  Expected time for a project = Sum of expected times along the project’s critical path
  • 67. PROJECT PLANNING Critical Chain Project Management (CCPM) - Eliyahu M. Goldratt From numerous studies from1998 for traditional project management methods, only 44% of projects typically finish on time, projects usually complete at 222% of the duration originally planned, 189% of the original budgeted cost, 70% of projects fall short of their planned scope (technical content delivered), and 30% are cancelled before completion. Using CCPM : 95% on-time and on-budget completion when CCPM is applied correctly. CCPM aggregates the large amounts of safety time added to many subprojects in project buffers to protect due-date performance, and to avoid wasting this safety time through bad multitasking, student syndrome, Parkinson's Law and poorly synchronized integration. Source: http://en.wikipedia.org/wiki/Critical_Chain_Project_Management
  • 68. PROJECT PLANNING Critical Chain Project Management (CCPM) - Eliyahu M. Goldratt From numerous studies from1998 for traditional project management methods, only 44% Student syndrome refers to the phenomenon of projects typically finish on time, projects usually complete at 222% of the duration that many people will start to fully apply originally planned, 189% of the original budgeted cost, 70% of projects fall short of their themselves to a task just at the last possible planned scope (technical content delivered), and 30% are cancelled before completion. moment before a deadline. This leads to wasting any buffers built into individual task duration estimates Using CCPM : 95% on-time and on-budget completion when CCPM is applied correctly. Parkinson's Law: the demand upon a resource CCPM aggregates the large amounts of safety time added to many subprojects in project tends to expand to match the supply of the buffers to protect due-date performance, and to avoid wasting this safety time through bad resource multitasking, student syndrome, Parkinson's Law and poorly synchronized integration. Source: http://en.wikipedia.org/wiki/Critical_Chain_Project_Management
  • 70. PROJECT PLANNING E Design an action plan ACTION ACTION TIMING BY WHOM (1 to 3 words, DESCRIPTION (start and end (one name of Actionable) (the action in date) person or more detail; organization) where, how many, how often)
  • 71. PROJECT PLANNING TIPS • Use an attractive and fun planning tool • Re-iterate the planning; review it days later and ask input • Phase your project • ‘Plan to adapt the plan’ • Communicate the plan
  • 72. PROJECT PLANNING TIPS • Use a ‘shadow plan’ (..) • Reserve time for unexpected events • Check prognosis at ¼ of a task and take action
  • 73. 2. COMMUNICATION To effectively communicate, we must realize that we are all different in the way we perceive the world and use this understanding as a guide to our communication with others. (Anthony Robbins)
  • 74. Exercise E Whisper this is your neighbor's ear for me, please…
  • 76. COMMUNICATION Discussion & examples on verbal vs. E nonverbal communication
  • 77. COMMUNICATION Verbal communication: 7% Nonverbal communication: 93% (gesture touch body language posture facial expression eye contact clothing hairstyles paralanguage voice quality emotion speaking style rhythm intonation stress; 38% vocal tone and 55% body language and other). Nonverbal messages can interact with verbal messages in six ways: • repeating, • conflicting, • complementing, • substituting, • regulating • accenting/moderating “Even if someone decides to say nothing they are still communicating“ and “Silence speaks louder than words”
  • 78. COMMUNICATION Project sponsor Steering Media committee Project Manager Team Suppliers members Depart- Benefi- ments ciaries
  • 79. COMMUNICATION PROGRESS Project sponsor Steering Media committee DECISION-MAKING PR - ATTENTION Project Manager Team Suppliers members RESOURCES TROUBLESHOOTING Depart- Benefi- ments ciaries RESOURCES INPUT
  • 80. Exercise E Stakeholders overview…
  • 81. COMMUNICATION Project Project Manager sponsor  Learn about the sponsor and their operation  Build a sponsor relationship  Understand sponsor problems and issues  Explain your project methodology  Listen 80% Talk 20%  Avoid discussing detailed (technical) solutions  Agree on next steps
  • 82. COMMUNICATION • Newsletters (e-mail / bulletin board) • Progress reports; ‘report by exception’(e-mail) • Presentations / Discussion (face-to-face) • Discussion one-on-one And.. • ‘Management by walking around’
  • 83. COMMUNICATION Human factors that form the basis of control:  Ownership, commitment and accountability  Empowerment  Team participation  Measurement  Coaching
  • 85. COMMUNICATION Enthusiasm Chaotic Rigid Structured Core competence model, by D. Ofman
  • 86. COMMUNICATION Think ahead Rigid Enthusiasm Chaotic Flexibility Rigid Structured Core competence model, by D. Ofman
  • 87. COMMUNICATION International differences: • Direct vs. cautious • Mother language • Hierarchy Interpretation differences To do: • Pro-active attitude • Check assumptions; ‘over-communicate’ • Guidelines
  • 88. COMMUNICATION TIPS • Know the people involved – meet them personally • Know the people who (1) support and (2) oppose the project; keep a list • Ask input and listen
  • 89. COMMUNICATION TIPS • ‘Walk your talk’; be clear and honest in your communication • Focus on ‘effective communication’ (pink giraffe example) • Effective and quick conflict resolution • Keep the customer informed (& inform one when one does not expect to be informed)
  • 90. COMMUNICATION TIPS • When starting a new project; organize a formal ‘kick-off’ to mark the start of the project and clearly communicate the anticipated end result • Practice your negotiation skills
  • 91. 3. RISK MANAGEMENT What should you do when a rhino charges you? Pay him! & Risks is feature of projects
  • 92. RISK MANAGEMENT IDENTIFY EVALUATE MITIGATE
  • 93. RISK MANAGEMENT The collection of any risk that can impact on the project outputs; external, financial, human resource, organisational, responsibilities, IDENTIFY policies, corruption, etc Determine the severity of the EVALUATE risk in (1) impact (2) likelihood. MITIGATE Determine any action to be taken; (1) share (2) endure (3) avoid (4) lessen
  • 94. RISK MANAGEMENT RISKLIST
  • 95. Exercise E Risk list RISK IMPACT LIKELIHOOD MITIGATION
  • 96. Exercise E Issue list ISSUE PRIORITY MITIGATION
  • 97. RISK MANAGEMENT TIPS • Start the risk list during project planning and maintain it throughout the project • Listen to others (anyone) to collect risks • Ask advice to mitigate risks • Separate risks from issues
  • 99. PROJECT ORGANIZATION ADRESSING:  Who is in which role; a person can be in more than one role, but what about conflicting interests.  Clarity of roles and responsibilities  Involving the experts  Get buy-in  Internal communication of the project (change)  Determined who reports to who and how problems are reported and managed  Agree on project tools and how to use them
  • 100. Exercise E Project team NAME ROLE(S) RESPONSIBILITY AVAILABILITY
  • 101. PROJECT ORGANISATION – Organisational diagram - Basic
  • 102. PROJECT ORGANISATION – Organizational diagram - Functional General Manager Manager Manager Dept. A Dept. B
  • 103. PROJECT ORGANISATION – Organizational diagram – Product or Project General Manager Manager Manager Product A Product B
  • 104. PROJECT ORGANISATION – Organizational diagram – Project Oriented Organizations General Manager Manager Manager Dept. A Dept. B Project Team
  • 105. PROJECT ORGANISATION – Problem solving; the escalation mechanism 2 Solve problems at the lowest possible level; if unsuccessful use the escalation mechanism
  • 106. PROJECT ORGANISATION – Responsibility chart  - Approve  - Must be notified  - May be consulted  - General management responsibility Project manager Team member x Task 1   Task 2   Task 3   Task 4   Also for: change control procedures, communications, personnel skills, etc
  • 108. RESOURCE PLANNING Capacity planning: Mapping the project plan to availability of resources Week 1 Week 2 Week 3 (hours) (hours) (hours) John 40 40 40 Sarah 32 24 0 Peter 32 8 8
  • 109. RESOURCE PLANNING 100% (and sickness, leave, unforeseen) Expertise Y Weeks
  • 110. RESOURCE PLANNING Rational Unified Process
  • 111. Exercise E Human resource planning NAME WEEK 1 WEEK 2 WEEK 3
  • 112. RESOURCE PLANNING TIPS • Plan & check availability and iterate (verify) with resource manager • Approach people personally to counter- check (nobody else will) • Inform all stakeholders of what is expected and by when and update them on changes
  • 115. PROJECT SCOPE MANAGEMENT Scope: The sum total of all of its products and their requirements or features ‘Scope creep’: START
  • 118. Exercise E Project manager and Sponsor role-play; requirements and their priorities
  • 121. BUDGET MANAGEMENT 1. After project planning; make financial outline 2. A budget form a baseline to measure against 3. Make sure you have financial commitment and have some idea of how much additional / contingency budget is available 4. Report regularly on the summary I Initial Budget II Project finances against budget III Financial reporting
  • 122. BUDGET MANAGEMENT – Initial Budget
  • 123. BUDGET MANAGEMENT – Initial Budget
  • 124. BUDGET MANAGEMENT – Project control
  • 125. BUDGET MANAGEMENT – Project control CONTROL }
  • 126. BUDGET MANAGEMENT E Develop a budget Item No. Unit Unit cost Total
  • 128. MANAGING QUALITY Budget Quality Schedule
  • 129. MANAGING QUALITY DREAM or WISH Design Monitoring & Evaluation Plan Execute Finalise Final evaluation to collect lessons learned
  • 130. PROJECT MANAGEMENT CYCLE – Monitoring and Evaluation
  • 131. PROJECT MANAGEMENT CYCLE – Monitoring and Evaluation Vision Mission Objectives Outcomes Output Activi -ties
  • 132. PROJECT MANAGEMENT CYCLE – Monitoring and Evaluation Vision  ‘Dream’ / Ideal world  What we can be held Mission accountable for  SMART goals Objectives  Answers ‘so what’, direct Outcomes result from outputs  Immediate results Output  Formulated SMART, basis for the plan Activi -ties
  • 133. PROJECT MANAGEMENT CYCLE – Monitoring and Evaluation Vision  ‘Dream’ / Ideal world  What we can be held Mission accountable for  SMART goals Objectives  Answers ‘so what’, direct Outcomes result from outputs  Immediate results Output  Formulated SMART, basis for the plan Activi -ties INPUTS
  • 134. BUDGET MANAGEMENT E Develop the logical framework Vision  ‘Dream’ / Ideal world Mission  What we can be held accountable for Objectives  SMART goals Outcomes  Answers ‘so what’, direct result from outputs Output  Immediate results  Formulated SMART, basis for Activ the plan ities
  • 135. PROJECT DELIVERY & POST-PROJECT
  • 136. PROJECT DELIVERY  ‘Plan the end date’ (it is a project and therefore ends)  Inform stakeholder in advance and sharing the success  Be careful with showing and sharing preliminary results documents  Make sure you can deliver what you promisedand what is expected  Evaluate, round-up and clean-up  Work on follow-up / last elements / manage overlaps with new projects
  • 138. PROJECT MANAGEMENT – Tips ‘n Tricks TIPS • Ensure a clear project description; what will the project deliver? • Never assume; even verify your own communication • Focus on teamwork;involve the team members, do it together
  • 139. PROJECT MANAGEMENT – Tips ‘n Tricks TIPS • Start and maintain a to-do list; and prioritize the actions • Check planning estimates; e.g. ask a senior PM to countercheck • Keep a paper trail; decisions, approvals, meeting minutes
  • 140. PROJECT MANAGEMENT – Tips ‘n Tricks TIPS • Work out what your escalation mechanism is and remember to use it • To quickly become a better PM use self- assessments, evaluations and 360º’s • Spend 80% of your time listening and 20% of you time talking
  • 141. PROJECT MANAGEMENT – Tips ‘n Tricks TIPS • Manage your project management files neatly, preferably using a hierarchy • Use workshop efficiently to get input and buy-in; learn and try the various techniques • Use your gut feeling, when in doubt; use a project health check form
  • 142. PROJECT MANAGEMENT – Tips ‘n Tricks WEBTIPS • Wikipedia http://en.wikipedia.org/ Definitions, examples, hyperlinks • Project Management 4 Development http://www.pm4dev.com/ Free project management resources and distant learning • Project Management Institute www.pmi.org More information on project management and certification • Google..
  • 143. PROJECT MANAGEMENT – Tips ‘n Tricks BOOKTIPS • Guide to Project Management; Achieving lasting benefit through effective change, Paul Roberts, 2007, The Economist • Project Management For Dummies, Stanley E. Portney • Fundamentals of Project Management. A modern methodology to manage development projects for international assistance and humanitarian relief organizations. PM4DEV, October 2007 – more on internet