ilu project management training project management i project initiation & planning
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ILU Project Management TrainingILU Project Management Training
Project Management IProject Management I
Project Initiation & PlanningProject Initiation & Planning
Agenda - Day OneAgenda - Day One
• Introductions• Project Management Overview• Break• Project Lifecycle• Lunch• Five PMI Project Management Processes• Break• Nine PMI Project Management Areas of Knowledge• Break• Organizational Influences• Wrap-up
IntroductionsIntroductions
• Name• Department• Number of years at ILICO• Number of projects you have managed• Average size of project you have managed• Course expectations• Ice breaker
Ground RulesGround Rules
• Level Playing Field (titles left at the door)• One conversation at a time• Respect opinions of others• No beating a dead horse• Come back from breaks ON TIME• Have FUN
Brain TeaserBrain Teaser
GET ITGET ITGET ITGET IT
Brain TeaserBrain Teaser
STROKES!Strokes
Strokes
Brain TeaserBrain Teaser
Course ObjectivesCourse Objectives
• Understand characteristics of a project• Understand characteristics of a project manager• Understand the PMI project lifecycle• Understand the 4 components of PMI project management• Understand the 9 bodies of knowledge of PMI project management• How does project management operate within an organizational
structure• How to define a project• Use Work Breakdown Structures as PM tool
Project Management OverviewProject Management Overview
• 50% of all finished projects contain < 70% of original functionality - Center for Project Management
• Of the 175,000 projects costing $250 billion each year, 52.7% will over run their cost estimates by 189% - Standish Group
• 31% of all projects were cancelled before they ever got completed - Standish Group
• Less than1% of all systems development efforts are completed under budget and meeting user requirements - T. Capers Jones
Project Management Track RecordProject Management Track Record
Ten Causes of Project BustsTen Causes of Project Busts
Ten Causes of Project BustsTen Causes of Project Busts
• Poor problem definition• Lack of support• No one in charge• Project plan lacks structure• Project plan lacks detail• Project is under funded• Insufficient resources• Poor tracking• Poor communication• Project strays from goals
» IS Managers Survey
Ten Causes of Project BustsTen Causes of Project Busts
• * Poor problem definition
• * Lack of support
• * No one in charge
• * Project plan lacks structure
• * Project plan lacks detail
• * Project is under funded
• * Insufficient resources
• Poor tracking
• * Poor communication
• Project strays from goals» IS Managers Survey
* project initiation and planning will help mitigate
Level 1Embryonic
Level 0
No Problem isrecognized
Project Scope,
Timing, Cost, and Quality
are not monitored
Level 3Growth
A need for improved
project mgmtis recognized
Benefits of improved
project mgmtare understood
Investigationof improvement
is explored
Project planning
is required
Project processes
are developed forproject-to-project
improvement
Project mgmttools are provided
Project status ontiming, cost,
scopeand quality is expected with empirical data
A continuing education program
is establishedfor project mgmt
Support forproject mgmtis evident at various levels
of the organization
Resources areinvested in
education andassistance
More authorityis allocated to
the project team
The managementteam establishes
project mgmt expectations
Level 2Commitment
Integrated cost and
schedule control indicators areimplemented
The organizationestablishes a
project managercareer path
A project mgmtadministrative
office is established
A continuousimprovement
process forproject mgmt is
established
Level 4Maturity
Project Management QuestionnaireProject Management Questionnaire
ILICo
Why This Course?Why This Course?
• ILICO is serious about adopting and implementing proven project management framework
• Course will explain purpose and steps of the project management initiation and planning phases
Definition of a ProjectDefinition of a Project
• As defined by the Project Management Institute, in the Project Management Body of Knowledge (PMBOK):– “A temporary endeavor undertaken to create a unique product or
service.”
– A project has a definite beginning with a definite end. The end is achieved when the project’s objectives of scope, timing, cost and quality have been reached or when these objectives cannot be reached and the project is terminated.
– A unique product or service implies it has not been done before or it is different in some distinguishing way from similar products or services.
Characteristics of a ProjectCharacteristics of a Project
• Brings change to an existing organization
• Is a unique effort - one which is not repeated over time
• Resources are allocated for the duration of a project only
• Typically involves a temporary organization (formal or informal)
• Often causes conflicts with existing operational resources
• Usually involves cross functional resources
• Has a defined start and end point, not an ongoing effort
• Estimates for timing and cost are mere estimates
• Changes to the scope and objectives can occur during the project lifecycle
Definition of Project ManagementDefinition of Project Management
• As defined by the Project Management Institute, in the Project Management Body of Knowledge (PMBOK):
– “Project management is the application of knowledge, skills tools and techniques to project activities in order to meet or exceed stakeholder needs and expectations from a project.”
– This involves balancing competing demands among:Scope, time, cost and qualityStakeholders with differing needs and expectationsIdentified requirements (needs) and unidentified requirements
(expectations)
– Program Management is a group of related projects managed in a coordinated way. Also synonymous with project management in some organizations.
Characteristics of a Project ManagerCharacteristics of a Project Manager
• Communication skills• Facilitation skills• Leadership skills• Organizational skills• Negotiating skills• Project Management Technical skills
Communication SkillsCommunication Skills
• Excellent verbal skills– with peers, management customers…
• Good writing skills– memos, status reports, meeting minutes...
• Excellent meetings skills– agenda preparation, meeting facilitation, issues identification...
• Good Listener
Facilitation SkillsFacilitation Skills
• Facilitates conflict resolution– team member to team member
– team member to functional organization
– project to organization
– project to stakeholder
Leadership SkillsLeadership Skills
• Ability to form a team and develop team cohesiveness
• Understands how to motivate team and achieve results
• Understands how to motivate individuals
Organizational SkillsOrganizational Skills
• Good personal time management• Delegates/evaluates issues• Ability to multi-task
Negotiating SkillsNegotiating Skills
• Contract services• Purchased goods for the project• Resources from participating functional
organizations• Stakeholder requirements and expectations
Project Management Technical SkillsProject Management Technical Skills
• Understands: – the time management process and numbers
– the cost management process and numbers
– quality and how to meet the requirements
– the scope management process and control
– how to effectively manage different projects
– alternatives to correct deteriorating trends
Group ExerciseGroup Exercise
Break Time!Break Time!
Brain TeaserBrain Teaser
1 3 5 7 9WHELMING
Brain TeaserBrain Teaser
GOLDEN GATE
H2O
Brain TeaserBrain Teaser
JUS 144 TICE
Initiation
Planning
Controlling
Executing
Closing
Concept Define Develop Deliver
Project Lifecycle Phases
Maj
or
Pro
cess
es
Initiation FormCharter Doc
Project PlanDesign
Status ReportIssues M gm tScope M gm t
Delivery FormPI Review
Ÿ Project Scope M anagem entŸ Project T im e M anagem entŸ Project Cost M anagem entŸ Project Q uality M anagem ent
9 Project Management Knowledge AreasŸ Project Hum an Resource M anagem entŸ Project Com m unications M anagem entŸ Project R isk M anagem entŸ Project P rocurem ent M anagem ent
Project Integration M anagem ent
PhaseDeliverables
Initiation
Planning
Controlling
Executing
Closing
Concept Define Develop Deliver
Project Lifecycle Phases
Maj
or
Pro
cess
es
Initiation FormCharter Doc
Project PlanDesign
Status ReportIssues M gm tScope M gm t
Delivery FormPI Review
Ÿ Project Scope M anagem entŸ Project T im e M anagem entŸ Project Cost M anagem entŸ Project Q uality M anagem ent
9 Project Management Knowledge AreasŸ Project Hum an Resource M anagem entŸ Project Com m unications M anagem entŸ Project R isk M anagem entŸ Project P rocurem ent M anagem ent
Project Integration M anagem ent
PhaseDeliverables
Project Life CycleProject Life Cycle
RequirementsGathering
System Design andPrototyping
Code andUnit Testing
AcceptanceTesting and Deployment
Software Development Life Cycle
Facilities Project Life Cycle
Request andInitial
Forecast
Layout,Estimating,
and Funding
Facility Design,BOM, and
Construction
Debug andPunchlist
Power Plant Outage Project Life Cycle
Feasibility andStrategic Plan
Approval
EngineeringDesign and
Contract Terms
Materials andConstruction
Testing and Start-up
Examples of Project Life CyclesExamples of Project Life Cycles
Indianapolis Life’s Project Life CycleIndianapolis Life’s Project Life Cycle
• Concept (Initiation, Charter, …)
• Define (Planning, Scheduling, Design, …)
• Develop (Creation, Testing, …)
• Deliver (Implementation, PI Review, …)
Characteristics of a Project Life Cycle: Cost and resources are at lower levels during the beginning,
peak towards the middle and end, and drop-off rapidly near the end.
Probability of completing the project successfully is lowest at the start, hence risk and uncertainty is greatest at the beginning.
The ability of stakeholders to influence the cost and outcome of the project is greatest at the beginning.
Due to the complexity and uncertainty of projects, organizations usually divide the project into phases. These phases collectively become the project life cycle.
Project Life CycleProject Life Cycle
Characteristics of a Project Phase: Completion of one or more deliverables. Phases are generally sequential, but may overlap. The end of each phase normally involves a review of the
deliverables. These reviews require a decision to either move forward to
the next phase, perform further work in the current phase or terminate the project altogether.
Due to the complexity and uncertainty of projects, organizations usually divide the project into phases. These phases collectively become the project life cycle.
Project Life Cycle PhasesProject Life Cycle Phases
Concept Define Develop Deliver
ScopeTimeCostQualityRiskCommunications
Human Resources
Contract / Procurement
ScopeTimeCostQualityRiskCommunications
Human Resources
Contract / Procurement
ScopeTimeCostQualityRiskCommunications
Human Resources
Contract / Procurement
TIME
ScopeTimeCostQualityRiskCommunications
Human Resources
Contract / Procurement
Project Life CycleProject Life Cycle
Set up organization & communications
Motivate Team Detail Requirements Establish Work
Packages and Information Control Systems
Procure goods and services
Execute Work Packages
Direct/Monitor/Fore-cast/Control: Scope, Quality, Time, Cost
Resolve Problems
Gather Data Identify Project
Needs Establish Goals,
objectives, basic economics, feasibility, stakeholders,risk level, strategy, potential team
Estimate Resources Present Proposal Obtain approval for
next phase
Appoint Key Team members
Conduct Studies Develop Scope
Baseline, products, quality standards, resources, work tasks
Establish Master Plan, Budget, Cash Flow, WBS, Policies and procedures
Assess Risks Confirm Justification Present Project Brief Obtain approval to
proceed
Finalize product or services
Review and accept Settle final accounts Transfer product or
service responsibility Evaluate Project Document Lessons
Learned Release/Redirect
Resources Reassign Project
Team
TIME
Concept Define Develop Deliver
Project Life Cycle PhasesProject Life Cycle Phases
Project Life Cycle - Concept PhaseProject Life Cycle - Concept Phase
• Gather Data• Identify project needs• Establish goals, objectives, feasibility,
stakeholders, risk level, strategy, potential team• Estimate resources• Present proposal• Obtain approval for next phase
Project Life Cycle - Define PhaseProject Life Cycle - Define Phase
• Appoint key team members• Conduct studies• Define
– scope baseline - resources
– products - work tasks
– quality standards
• Establish– master plan - WBS
– budget - policies & procedures
Project Life Cycle - Develop PhaseProject Life Cycle - Develop Phase
• Set up organization and communications• Motivate team• Detail requirements• Establish work packages and information control systems• Procure goods and services• Execute work packages• Direct, monitor, forecast, control:
– scope - time– quality - cost
• Resolve Problems
Project Lifecycle - Deliver PhaseProject Lifecycle - Deliver Phase
• Finalize product or services• Review and accept• Settle final accounts• Transfer product or service responsibility• Evaluate project• Document lessons learned• Release/redirect resources• Reassign project team
Influence on Cost
TIME
High
Low
Beginning Phases Intermediate Phases Final Phases
Cost Expenditure
Cost Influence
Abilityto
InfluenceCost
Project Life Cycle PhasesProject Life Cycle Phases
Resources per Phase
The greatest amount of resource usage normally occurs during the implementation phase of the project.
TIME
Concept Development Implementation Termination
RESOURCES
Project Life Cycle PhasesProject Life Cycle Phases
Break Time!Break Time!
Five PMI Project Management ProcessesFive PMI Project Management Processes
Initiation
Planning
Controlling
Executing
Closing
Concept Define Develop Deliver
Project Lifecycle Phases
Maj
or
Pro
cess
es
Initiation FormCharter Doc
Project PlanDesign
Status ReportIssues M gm tScope M gm t
Delivery FormPI Review
Ÿ Project Scope M anagem entŸ Project T im e M anagem entŸ Project Cost M anagem entŸ Project Q uality M anagem ent
9 Project Management Knowledge AreasŸ Project Hum an Resource M anagem entŸ Project Com m unications M anagem entŸ Project R isk M anagem entŸ Project P rocurem ent M anagem ent
Project Integration M anagem ent
PhaseDeliverables
InitiatingProcesses
PlanningProcesses
ExecutingProcesses
ControllingProcesses
ClosingProcesses
Plan developed for execution
Plan is executed and Controlled
As the executionis controlled, it mayrequire additional
planning
Plan is successfully executedPlan and execution has been controlled
Feedback in both directions
Project or phase is approvedin order to proceed
5 PMI PM Processes5 PMI PM Processes
5 PMI PM Processes - Initiating5 PMI PM Processes - Initiating
Initiate• Initiating Processes
– Initiation is the process of formally recognizing that a new project exists or that an existing project should continue into its next phase.
InputsTools &
Techniques Outputs
•Product Description
•Strategic Plan
•Project selection Criteria
•Historical Information
•Project Selection methods
•Expert judgment
•Project Charter
•Project manager identified/ assigned
•Constraints
•Assumptions
5 PMI PM Processes - Initiating5 PMI PM Processes - Initiating
Definition• The process of formally recognizing that a new project
exists or that a project should proceed to the next phase
• Projects are normally identified as the result of:– Market demand
– Business needs
– Customer request
– Technology advance
– Legal requirements
Project Scope Management
“A subset of project management that includes the processes required to ensure that the project includes all of the work required, and only the work required, to complete the project successfully.”
The project scope is measured against the plan and the product scope is measured against the requirements upon completion. These two scope management areas need to be integrated to ensure successful completion of the project.
Product scope is the features and functions included in a product or service.
Project scope is the work required to deliver the product with it’s features and functions.
5 PMI PM Processes - Initiating5 PMI PM Processes - Initiating
Once a potential project has been identified, the following items need to be available or developed by a project manager and the senior management team:
Product description - documents the characteristics of the product or service, it also identifies where the need was recognized from the previous list. The more detail contained in the product description, the better, but the product description will normally become more detailed as the project progresses.
Initial high level budget and timing estimates with resource requirements
Strategic goals - all potential projects should be in support of the strategic goals of the organization
Project selection criteria - ROI, market share, impact on the organization (positive/negative), or probability of success
Historical information - how successful has past project selections been, previous project performance
5 PMI PM Processes - Initiating5 PMI PM Processes - Initiating
A project selection method is applied to the previous list of inputs. The project initiation method involves a documented process for project initiation that includes:
• Identified individuals or group of individuals to make the decision• A method of evaluating project selection criteria (comparison to other
projects, mathematical scores, presentations of opinions)• Expert judgment from consultants, professional organizations,
educational institutions, industry groups)• Communication plan of the decision• Forms and standards for submission
5 PMI PM Processes - Initiating5 PMI PM Processes - Initiating
Planning Process– Planning is of major importance to a project because the project involves
doing something which has not been done before. However, the number of planning processes does not mean that project management is primarily planning – the amount of planning performed should be commensurate with the scope of the project and the usefulness of the information developed.
InputsTools &
Techniques Outputs
•Other planning outputs
•Historical info
•Organizational policies
•Constraints
•Assumptions
•Project planning methodology
•Stakeholder skills and knowledge
•Project management information system (PMIS)
•Project plan
•Supporting details
5 PMI PM Processes - Planning5 PMI PM Processes - Planning
5 PMI PM Processes - Planning5 PMI PM Processes - Planning
• Scope Planning– developing a written scope statement as the basis for future project decisions
(ex. Freshly painted blue house with 2 coats of paint)
• Scope Definition– subdividing the major project deliverables into smaller, more manageable
components
• Activity Definition– identifying the specific activities that must be performed to produce the various
project deliverables (ex. Purchase paint, position ladders, apply paint…)
• Activity Sequencing– identifying and documenting interactivity dependencies (ex. Must purchase
before application)
5 PMI PM Processes - Planning5 PMI PM Processes - Planning
• Activity Duration Estimating– estimating the number of work periods which will be needed to complete
individual activities
• Schedule Development– analyzing activity sequences, activity duration's and resource requirements to
create the project schedule
• Resource Planning– determining what resources (people, equipment, materials) and what quantities
of each should be used to perform project activities
• Cost Estimating– developing an approximation (estimate) of the costs of the resources needed to
complete project activities
5 PMI PM Processes - Planning5 PMI PM Processes - Planning
• Cost Budgeting– allocating the overall cost estimate to individual work items
• Project Plan Development– taking the results of other planning processes and putting them into a
consistent, coherent document
5 PMI PM Processes - Executing5 PMI PM Processes - Executing
Execute• Executing Processes
– Project execution is the accomplishment of the objectives of the project by the performing organization.
InputsTools &
Techniques Outputs
•Project Plan
•Supporting details
•Organizational policies
•Corrective action
•General mgmt skills
•Product skills & knowledge
•Work authorization system
•Status review mtings
•Project mgmt info
•Organizational procedures
•Work results
•Change requests
5 PMI PM Processes - Executing5 PMI PM Processes - Executing
• Project Plan Execution– carrying out the project plan by performing the activities included
therein
• Scope Verification– formalizing acceptance of the project scope
• Quality Assurance– evaluating overall project performance on a regular basis to provide
confidence that the project will satisfy the relevant quality standards
• Team Development– developing individual and group skills to enhance project performance
5 PMI PM Processes - Executing5 PMI PM Processes - Executing
• Information Distribution– making needed information available to project stakeholders in a timely
manner
• Solicitation– obtaining quotations, bids, offers or proposals as appropriate
• Source Selection– choosing from among potential sellers
• Contract Administration– managing the relationship with the seller
Controlling ProcessesProject performance must be measured regularly to identify variances from the plan. Variances are fed into the control processes in the various knowledge areas. To the extent that significant variances are observed (i.e., those that jeopardize the project objectives), adjustments to the plan are made by repeating the appropriate project planning processes. Controlling also includes taking preventative action in anticipation of possible problems.
InputsTools &
Techniques Outputs
•Project plan
•Performance reports
•Change requests
•Change control system
•Configuration Management
•Performance Management
•Additional Planning
•PMIS
•Project plan updates
•Corrective action
•Lessons learned
5 PMI PM Processes - Controlling5 PMI PM Processes - Controlling
5 PMI PM Processes - Controlling5 PMI PM Processes - Controlling
• Overall Change Control– coordinating changes across the entire project
• Scope Change Control– controlling changes to the project scope
• Schedule Change Control– controlling changes to the project schedule
• Cost Control– controlling changes to the project budget
• Quality Control– Monitoring specific project results to determine if they comply with relevant quality
standards and identifying ways to eliminate causes of unsatisfactory performance
5 PMI PM Processes - Controlling5 PMI PM Processes - Controlling
• Performance Reporting– collecting and disseminating performance information. This includes
status reporting, progress measurement and forecasting
• Risk Response Control– responding to changes in risk over the course of the project
5 PMI PM Processes - Closing5 PMI PM Processes - Closing
• Closing Closing Processes Administrative closure – generating gathering, and disseminating
information to formalize phase or project completion
Contract close-out – completion and settlement of the contract, including resolution of any open items
InitiatingProcesses
PlanningProcesses
ExecutingProcesses
ControllingProcesses
ClosingProcesses
Plan developed for execution
Plan is executed and Controlled
As the executionis controlled, it mayrequire additional
planning
Plan is successfully executedPlan and execution has been controlled
Feedback in both directions
Project or phase is approvedin order to proceed
5 PMI PM Processes5 PMI PM Processes
Lunch Time!Lunch Time!
Nine PMI Areas of KnowledgeNine PMI Areas of Knowledge
Initiation
Planning
Controlling
Executing
Closing
Concept Define Develop Deliver
Project Lifecycle Phases
Maj
or
Pro
cess
es
Initiation FormCharter Doc
Project PlanDesign
Status ReportIssues M gm tScope M gm t
Delivery FormPI Review
Ÿ Project Scope M anagem entŸ Project T im e M anagem entŸ Project Cost M anagem entŸ Project Q uality M anagem ent
9 Project Management Knowledge AreasŸ Project Hum an Resource M anagem entŸ Project Com m unications M anagem entŸ Project R isk M anagem entŸ Project P rocurem ent M anagem ent
Project Integration M anagem ent
PhaseDeliverables
1. Scope Management 1. understanding what is to be accomplished, by who and when? Ensure
everyone focused on the right activity at the right time
2. Risk Management 2. minimizing threats and weakness while optimizing opportunities and
strengths
3. Quality Management 3. determining the quality policy of the project and then determining the
practices to ensure project quality
4. Human Resource Management 4. determining the roles and responsibilities of the resources necessary to
support the project as well as the skills and timing needs
5. Communications Management 5. determines what will be communicated, Frequency of communications
and who will receive communications
9 PMI PM Knowledge Areas9 PMI PM Knowledge Areas
• Contract / Procurement Management – determines how suppliers will be selected and the contract types that
will be administered
• Time Management– determines how long each activities takes to complete to ensure timely
completion of the project
• Cost Management – determines the costs of resources and materials to ensure that the
project is completed within the approved budget
• Integration Management – Each BOK is integrated with each other at differing degrees of
application depending on where and when you are in the life cycle phase
9 PMI PM Knowledge Areas9 PMI PM Knowledge Areas
Scope Management – “The function of controlling a project in terms of its deliverables and
objectives through the concept, development, implementation and termination phases of a project.” (PMBOK)
Key Points:– Establish and document the project deliverables and objectives– Scope statement, items included and not included Justification,
Overall Timing, Financial Budget, Assumptions and Constraints – Work Breakdown Structure, basis of work– Resources are defined and they support the deliverables,
objectives, scope and WBS– Implementing a change control process on the project deliverables,
resources, WBS
9 PMI PM Knowledge Areas - Scope9 PMI PM Knowledge Areas - Scope
Risk Management – “The formal process of identifying, analyzing and responding to risk
factors throughout the life of a project and in the best interest of its objectives.” (PMBOK)
Key Points:– “Project risk is the chance of uncertain occurrences that will
adversely affect project activities.” (PMBOK) – Identification of risk - Impact analysis - Response system and
Response planning– Goal: Reduce the likelihood and impact of a negative event or
optimize opportunity
9 PMI PM Knowledge Areas - Risk9 PMI PM Knowledge Areas - Risk
Quality Management – “Quality itself is the composite of material attributes of the product
process or service that is required to satisfy the need for which the project is launched.” (PMBOK)
Key Points:– Proceed through a project’s four phases with zero deviations from
the project specifications/objectives– Improve the quality of the project process and the quality of the
project outcome improves
Q
9 PMI PM Knowledge Areas - Quality9 PMI PM Knowledge Areas - Quality
Human Resource Management – “The function of directing and coordinating human resources
throughout the life of the project by applying the art and science of behavior and administrative knowledge to achieve predetermined project objectives of scope, cost, time quality and participant satisfaction”. (PMBOK)
Key Points:– Identify the necessary skills for the success of the project– Choose the right people for the project (most available and qualified
for the assignment)– Set up the right organization (functional, matrix, project)– Communications (how teams communicate inter and intra-team– Team building (team formation and conflict resolution)
9 PMI PM Knowledge Areas - HR9 PMI PM Knowledge Areas - HR
Communications Management – “The proper organization and control of information transmitted by
whatever means to satisfy the needs of the project. It includes the processes of transmitting, filtering, receiving and interpreting or understanding information using appropriate skills according to the application in the project environment.” (PMBOK)
Key Points:– Communication can be upward, downward, lateral or diagonal– Mediums include: oral, verbal, written, non-verbal and visual– Barriers to communication - withholding information, hidden agendas
or mixed messages
9 PMI PM Knowledge Areas - Communication9 PMI PM Knowledge Areas - Communication
Contract / Procurement Management – “The function through which resources (including people, plant,
equipment and materials) are acquired for the project (usually through some form of formal contract) in order to produce the end product.” (PMBOK)
Key Points:– Objective - Acquisition - Procurement– Acquisition: Methods, source selection, contract type, documents,
bidding process, evaluation/negotiations award– Allocation of risk: Firm fixed price, cost plus fixed fee
Contractfor Services
9 PMI PM Knowledge Areas - Procurement9 PMI PM Knowledge Areas - Procurement
Time Management – “The function required to maintain appropriate allocation of time to
the overall conduct of the project through the four phases of the project by means of the processes of the time planning, time estimating, time scheduling and schedule control.” (PMBOK)
B
C
D E F
G I J K
L M N
9 PMI PM Knowledge Areas - Time9 PMI PM Knowledge Areas - Time
Cost Management – “The function required to maintain effective financial control of the
project through the processes of evaluating, estimating, budgeting, monitoring, analyzing, forecasting and reporting the cost information.” (PMBOK)
9 PMI PM Knowledge Areas - Cost9 PMI PM Knowledge Areas - Cost
Integration Management – “The processes required to ensure that the various elements are
properly coordinated. It involves making tradeoffs among competing objectives and alternatives in order to meet or exceed stakeholder needs and expectations.” (PMBOK)
Key Points:– Project plan development - taking the results of other planning
processes and putting them into a consistent, coherent document– Project plan execution - carrying out the project plan by performing
the activities included therein– Overall change control - coordinating changes across the entire
project
9 PMI PM Knowledge Areas - Integration9 PMI PM Knowledge Areas - Integration
Triple ConstraintTriple Constraint
As project managers, we are always trying to manage the constraints of product, schedule, and budget
Schedule Budget
Pro
duct
… The “Triple Constraint”
Concept Define Develop Deliver
ScopeTimeCostQualityRiskCommunications
Human Resources
Contract / Procurement
ScopeTimeCostQualityRiskCommunications
Human Resources
Contract / Procurement
ScopeTimeCostQualityRiskCommunications
Human Resources
Contract / Procurement
TIME
ScopeTimeCostQualityRiskCommunications
Human Resources
Contract / Procurement
Project Life Cycle Wrap-UpProject Life Cycle Wrap-Up
Break Time!Break Time!
Brain TeaserBrain Teaser
FGHIJKLMNOPQRSTFGHIJKLMNOPQRST
Brain TeaserBrain Teaser
VAD ERS
Brain TeaserBrain Teaser
NOXQQIVIT
Organizational InfluencesOrganizational Influences
Initiation
Planning
Controlling
Executing
Closing
Concept Define Develop Deliver
Project Lifecycle Phases
Maj
or
Pro
cess
es
Initiation FormCharter Doc
Project PlanDesign
Status ReportIssues M gm tScope M gm t
Delivery FormPI Review
Ÿ Project Scope M anagem entŸ Project T im e M anagem entŸ Project Cost M anagem entŸ Project Q uality M anagem ent
9 Project Management Knowledge AreasŸ Project Hum an Resource M anagem entŸ Project Com m unications M anagem entŸ Project R isk M anagem entŸ Project P rocurem ent M anagem ent
Project Integration M anagem ent
PhaseDeliverables
Projects are part of an organization, which will influence the project during it’s life cycle.
Organizations can be classified as:
Project-Driven Organizations operations deal primarily with projects. These organizations derive their revenue from performing projects for others or the organization has adopted management by projects.
ORNon-Project-Driven Organizations which derive their primary revenue from operations other than projects. Insurance companies, financial institutions, manufacturing companies and utility companies are normally examples of non-project-driven organizations.
Organizational InfluencesOrganizational Influences
The project management team needs to be aware of the type of organization they are working within. The organizational influences will vary significantly with the degree of operations from project-driven to non-project-driven.
The structure of the organization has many variations:
(1) Functional Organization: “An organizational structure in which staff are grouped hierarchically by specialty.
MGR
CEO
MGR MGR
STAFF STAFF STAFF
Project Coordination
Organizational InfluencesOrganizational Influences
(2) Matrix Organization: “Any organizational structure in which the project manager shares responsibility with the functional managers for assigning priorities and for directing the work of individuals assigned to the project.”
Matrix organizations can vary from a weak matrix, where most of the characteristics of a functional organization exists and the project manager has limited authority, to a strong matrix organization, where the project manager has an equal or greater authority on the project than the functional organizations.
MGR
CEO
MGR MGR
PROJECTMGR
STAFF STAFF
Project Coordination
Organizational InfluencesOrganizational Influences
Project Size
Project Complexity
Project Duration
Project Budget
Importance to the Organization
Management Philosophy
Physical Location
Number of Participating Groups
The degree an organization is matrixed on a project typically relies upon factors such as:
Organizational InfluencesOrganizational Influences
(3) Project Organization: “Any organizational structure in which the project manager has full authority to assign priorities and to direct the work of individuals assigned to the project.”
PROJECTMGR
CEO
PROJECTMGR
PROJECTMGR
STAFF STAFF STAFF
Project Coordination
Organizational InfluencesOrganizational Influences
Organizational Type
Functional Weak Matrix Strong Matrix Project
Little/None Limited Moderate/High High/Total
Part-Time
Project Mgr.'sRole
Part-TimeProject Mgmt.Admin. Staff Full-Time
Good ProjectMgmt. System
Full-Time
Percent of TeamAssigned Full
Time
Part-Time
Ability of ProjectTeam to InfluenceOrganizational &Process Changes
Project Mgr.'sAuthority
Part-Time Full-Time Full-Time
Little/None Little Secondary/Integration
Strong System for Projects
None 0-25% 50-90% 80-100%
Little/None Limited Moderate/High High/Total
ProjectCharacteristics
Organizational InfluencesOrganizational Influences
The project management team needs to recognize the potential socioeconomic influences on the project. These influences can be as great or greater than organizational influences.
Some examples are:
Regulations - building codes, Nuclear Regulatory Commission on construction of a nuclear power plant, government contracts
Standards - EDI, metric vs. U.S system, wire color
International - time zone differences, holidays, politics, transportation
Cultural - education, religious, attitudes, beliefs
Socioeconomic InfluencesSocioeconomic Influences
Agenda - Day TwoAgenda - Day Two
• Day One Overview• Project Initiation• Project Planning• Break• Project Charter• Lunch• Work Breakdown Structures• Resource Estimates• Break• Project Schedule Development• Review and Wrap-up
Day One OverviewDay One Overview
• Project Management Overview
• Project Lifecycle
• Five PMI Project Management Processes
• Nine PMI Project Management Areas of Knowledge
• Organizational Influences
Brain TeaserBrain Teaser
EMPLOYMENTEMPLOYMENT
Brain TeaserBrain Teaser
arrestyou’re
Brain TeaserBrain Teaser
Project InitiationProject Initiation
Initiation
Planning
Controlling
Executing
Closing
Concept Define Develop Deliver
Project Lifecycle Phases
Maj
or
Pro
cess
es
Initiation FormCharter Doc
Project PlanDesign
Status ReportIssues M gm tScope M gm t
Delivery FormPI Review
Ÿ Project Scope M anagem entŸ Project T im e M anagem entŸ Project Cost M anagem entŸ Project Q uality M anagem ent
9 Project Management Knowledge AreasŸ Project Hum an Resource M anagem entŸ Project Com m unications M anagem entŸ Project R isk M anagem entŸ Project P rocurem ent M anagem ent
Project Integration M anagem ent
PhaseDeliverables
ILICo’s Project Initiation ProcessesILICo’s Project Initiation Processes
ProjectInitiation
EffortEstimate
IdeaD ocum ent Idea
& Est. E ffort
SponsorshipD ept. H ead Agrees to
Sponsor P ro ject
Resource CommitmentD ept. H eads Agree to SupplyR esources at a P lanned T im e
Project ManagementM anage Scope, T im e,
C ost, & Q uality
ClosureD eliver, C elebrate
& Lessons Learned
Prioritization Committee
StatusReport
ScopeChange
IssuesM gmt
W orkBreakdown
Charter(Larger Projects)
ResourceW orksheet
DeliveryAcceptance
ProjectReview
Total Cost> $250K?
Yes
Project Process Flowchart
Initiation Planning Execution & Control Closure
Group ExerciseGroup Exercise
Create Project Initiation Form for the ILICO Construction Project
– Review project overview
– Review sample Project Initiation Form
– Break into groups
– Complete Project Initiation Form
– Present results
Project PlanningProject Planning
Initiation
Planning
Controlling
Executing
Closing
Concept Define Develop Deliver
Project Lifecycle Phases
Maj
or
Pro
cess
es
Initiation FormCharter Doc
Project PlanDesign
Status ReportIssues M gm tScope M gm t
Delivery FormPI Review
Ÿ Project Scope M anagem entŸ Project T im e M anagem entŸ Project Cost M anagem entŸ Project Q uality M anagem ent
9 Project Management Knowledge AreasŸ Project Hum an Resource M anagem entŸ Project Com m unications M anagem entŸ Project R isk M anagem entŸ Project P rocurem ent M anagem ent
Project Integration M anagem ent
PhaseDeliverables
Project StakeholdersProject StakeholdersProject Stakeholders are: “individuals and organizations who are actively involved in the project, or whose interests may be positively or negatively affected as a result of project execution or successful project completion”.
The project management team must:
• Identify the project stakeholders• Determine their requirements• Determine their expectations• Manage and influence these requirements and expectations
The management of the project stakeholders’ requirements and expectations can be extremely difficult. The project management team should resolve conflicts in favor of the project customer.
Conflicts may surface, such as:The customer requires a modernized information system with a finite budget and implementation in a short period of time, while the Chief Information Officer expects the project to include state-of-the-art networking technology.
Categories of project stakeholders:• Internal• External• Owners• Financiers• Suppliers• Contractors• Team Members• Customers
Examples of project stakeholders:• Project Sponsor• Project Manager• Customer(s)• Team Members• Performing Organizations• CFO• Software Supplier• Operator
Project StakeholdersProject Stakeholders
ILICo’s Project Planning ProcessesILICo’s Project Planning Processes
ProjectInitiation
EffortEstimate
IdeaD ocum ent Idea
& Est. E ffort
SponsorshipD ept. H ead Agrees to
Sponsor P ro ject
Resource CommitmentD ept. H eads Agree to SupplyR esources at a P lanned T im e
Project ManagementM anage Scope, T im e,
C ost, & Q uality
ClosureD eliver, C elebrate
& Lessons Learned
Prioritization Committee
StatusReport
ScopeChange
IssuesM gmt
W orkBreakdown
Charter(Larger Projects)
ResourceW orksheet
DeliveryAcceptance
ProjectReview
Total Cost> $250K?
Yes
Project Process Flowchart
Initiation Planning Execution & Control Closure
Core Processes
5.2S cope
P lann ing
5.3S cope
D efin ition
6.1A ctivity
D efin ition
7.1R esourceP lann ing
6.2A ctivity
S equencing
6.3A ctivity
D ura tionE stim ating
7.2C ost
E stim ating
6.4S chedu le
D eve lopm ent
7 .3C ost
B udgeting
4.1P ro ject P lan
D eve lopm ent
PMI Planning Processes
Scope Planning (ILICo Project Charter)Scope Planning (ILICo Project Charter)
Scope planning is the process of developing a written scope statement as the basis for future project decisions including, in particular, the criteria used to determine if the project or phase has been completed successfully.
Outputs of Scope Planning:– Project justification - the business need that the project was undertaken to address.
The project justification provides the basis for evaluating future trade-offs.
– Project product - a brief summary of the product description.
– Project deliverables - a list of the summary level sub-projects whose full and satisfactory delivery marks completion of the project.
– Project objectives - the quantifiable criteria that must be met for the project to be considered successful. Project objectives must include, at least, cost, schedule and quality measures. Unquantified objectives entail high risk.
Break Time!Break Time!
Brain TeaserBrain Teaser
ENDND
Brain TeaserBrain Teaser
NO NO
CORRECT
Brain TeaserBrain Teaser
9ALL5
ILICo’s Project Planning ProcessesILICo’s Project Planning Processes
ProjectInitiation
EffortEstimate
IdeaD ocum ent Idea
& Est. E ffort
SponsorshipD ept. H ead Agrees to
Sponsor P ro ject
Resource CommitmentD ept. H eads Agree to SupplyR esources at a P lanned T im e
Project ManagementM anage Scope, T im e,
C ost, & Q uality
ClosureD eliver, C elebrate
& Lessons Learned
Prioritization Committee
StatusReport
ScopeChange
IssuesM gmt
W orkBreakdown
Charter(Larger Projects)
ResourceW orksheet
DeliveryAcceptance
ProjectReview
Total Cost> $250K?
Yes
Project Process Flowchart
Initiation Planning Execution & Control Closure
ILICo’s Project CharterILICo’s Project Charter
• Project charter defines the boundaries of the entire project• Tool that a Project Manager can choose to use on medium to
large projects • Components of a project charter include:
– project background - project responsibilities– objectives - delivery criteria– approach - communication plan– scope - cost– risks - scheduling– assumptions
Group ExerciseGroup Exercise
Create Project Charter for the ILICO Construction Project Exercise
– Review project overview
– Review sample Project Charter
– Break into groups
– Complete Project Charter
– Present results
Lunch Time!Lunch Time!
Core Processes
5.2S cope
P lann ing
5.3S cope
D efin ition
6.1A ctivity
D efin ition
7.1R esourceP lann ing
6.2A ctivity
S equencing
6.3A ctivity
D ura tionE stim ating
7.2C ost
E stim ating
6.4S chedu le
D eve lopm ent
7 .3C ost
B udgeting
4.1P ro ject P lan
D eve lopm ent
PMI Planning Processes
Scope DefinitionScope Definition
Scope DefinitionScope Definition
Scope definition involves subdividing the major project deliverables (as identified in the scope statement) into smaller, more manageable components in order to:
– Improve the accuracy of cost, time, and resource estimates
– Define a baseline for performance measurement and control
– Facilitate clear responsibility assignments
Outputs of Scope Definition:– Work breakdown structure - A work breakdown structure is a deliverable-
oriented grouping of project elements that organizes and defines the total scope of the project: work not in the WBS is outside the scope of the project. As with the scope statement, the WBS is often used to develop or confirm a common understanding of project scope.
ILICo’s Project Planning ProcessesILICo’s Project Planning Processes
ProjectInitiation
EffortEstimate
IdeaD ocum ent Idea
& Est. E ffort
SponsorshipD ept. H ead Agrees to
Sponsor P ro ject
Resource CommitmentD ept. H eads Agree to SupplyR esources at a P lanned T im e
Project ManagementM anage Scope, T im e,
C ost, & Q uality
ClosureD eliver, C elebrate
& Lessons Learned
Prioritization Committee
StatusReport
ScopeChange
IssuesM gmt
W orkBreakdown
Charter(Larger Projects)
ResourceW orksheet
DeliveryAcceptance
ProjectReview
Total Cost> $250K?
Yes
Project Process Flowchart
Initiation Planning Execution & Control Closure
Work Breakdown Structure (WBS) - “A deliverable oriented ‘family tree’ which organizes, defines, and graphically displays the total work to be accomplished in order to achieve the ultimate deliverable of a project. Each descending level represents an increasingly detailed definition of the project deliverable.” (PMBOK)
1.1 MaterialsEstimation
1.0 ReroofHouse
WBS SCHEMATIC
Work Breakdown StructuresWork Breakdown Structures
1.2 MaterialsGathering
1.3 RoofApplication
1.1.1 MeasureRoof
1.1.2 CalculateMaterials
1.2.1 PurchaseMaterials
1.2.2 TakeDelivery
1.3.1 RoofRemoval
1.3.2 RoofApplication
1.3.1.1 RemoveShingles
1.3.1.2 RemoveNails 1.3.2.1 Apply
Shingles1.3.2.3 Apply
Caps1.3.2.2 Cut
Caps
Purpose of the WBS:
• Defines the work to be performed (Scope)• Basis for cost estimating and collection• Basis for resource allocation• Basis for time estimating• Defines responsibility of the work• Basis for determining relationships• Method for systematically decomposing the work effort to
determine the scope.
AboveCeiling
ConveyorInstallation
BelowCeiling
Conveyor
Work Breakdown StructuresWork Breakdown Structures
• Create WBS for construction project
Group ExerciseGroup Exercise
ILICO Construction Project ExerciseILICO Construction Project Exercise
• WBS Schematic Expansion Project (0)
Existing Building (1.0)
New Building (1.1)
Landscaping (1.2)
Office Space (1.0.1)
Conference Rooms (1.0.2)
Office Space (1.1.1)
Conference Rooms (1.1.2)
Architectural Plan (1.2.1)
Implementation Plan (1.2.1.1)
Temporary Office Space (1.1.1.1)
Vendor Selection (1.2.1.2)
Core Processes
5.2S cope
P lann ing
5.3S cope
D efin ition
6.1A ctivity
D efin ition
7.1R esourceP lann ing
6.2A ctivity
S equencing
6.3A ctivity
D ura tionE stim ating
7.2C ost
E stim ating
6.4S chedu le
D eve lopm ent
7 .3C ost
B udgeting
4.1P ro ject P lan
D eve lopm ent
PMI Planning Processes
Resource PlanningResource Planning
Resource PlanningResource Planning
Resource planning involves determining what physical resources (people, equipment, materials) and what quantities of each should be used to perform project activities.
Outputs of Resource Planning:– Resource Requirements - The output of resource planning process is a
description of what types of resources are required and in what quantities for each element of the work breakdown structure. These resources will be obtained either through staff acquisition or procurement.
– Resource Estimate Worksheet - The resource estimate worksheet may be completed with the project initiation form to formulate initial thoughts on resource needs. It should be refined during the planning process.
ILICo’s Project Planning ProcessesILICo’s Project Planning Processes
ProjectInitiation
EffortEstimate
IdeaD ocum ent Idea
& Est. E ffort
SponsorshipD ept. H ead Agrees to
Sponsor P ro ject
Resource CommitmentD ept. H eads Agree to SupplyR esources at a P lanned T im e
Project ManagementM anage Scope, T im e,
C ost, & Q uality
ClosureD eliver, C elebrate
& Lessons Learned
Prioritization Committee
StatusReport
ScopeChange
IssuesM gmt
W orkBreakdown
Charter(Larger Projects)
ResourceW orksheet
DeliveryAcceptance
ProjectReview
Total Cost> $250K?
Yes
Project Process Flowchart
Initiation Planning Execution & Control Closure
Resource Estimate WorksheetResource Estimate Worksheet
Project Resource Estimate WorksheetProject Name: Project Name Estimated as of: 1/1/00
Estimated Resources by Month (FTEs)
Department Grouping Jan-00 Feb-00 Mar-00 Apr-00 May-00 Jun-00 Jul-00 Aug-00 Sep-00 Oct-00 Nov-00 Dec-00
Total Needed
Customer Care 0.0Marketing & Distribution 0.0 Agency 0.0 IMO 0.0 Strategic Alliances 0.0 Marketing Services 0.0 Whole Life Actuarial 0.0Information Technology 0.0Annuity & IL Securities 0.0Corporate Services 0.0 Corporate Services 0.0 Human Resources 0.0Financial 0.0 Controllers 0.0 Actuarial 0.0 Investments 0.0Legal 0.0Communications 0.0eBusiness & Planning 0.0Executive & Audit 0.0Total Resources 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0Resource Cost -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
Break Time!Break Time!
Brain TeaserBrain Teaser
PLASMA H2O
Brain TeaserBrain Teaser
cy cy
Brain TeaserBrain Teaser
U
STI
Core Processes
5.2S cope
P lann ing
5.3S cope
D efin ition
6.1A ctivity
D efin ition
7.1R esourceP lann ing
6.2A ctivity
S equencing
6.3A ctivity
D ura tionE stim ating
7.2C ost
E stim ating
6.4S chedu le
D eve lopm ent
7 .3C ost
B udgeting
4.1P ro ject P lan
D eve lopm ent
PMI Planning Processes
Activities and Schedule DevelopmentActivities and Schedule Development
Activity DefinitionActivity Definition
Activity definition involves identifying and documenting the specific activities that must be performed in order to produce the deliverables and sub-deliverables identified in the work breakdown structure. Implicit in this process is the need to define the activities such that the project objectives will be met.
Outputs of Activity Definition:– Activity List - The activity list must include all activities which will be performed on the
project. It should be organized as an extension to the WBS.– Supporting Detail - Supporting detail for the activity list should be documented and organized
as needed to facilitate its use by other project management processes. Supporting detail should always include documentation of all identified assumptions and constraints.
– WBS Updates - In using the WBS to identify which activities are needed, the project team may identify missing deliverables or corrections to the WBS.
Re-Roofing Project Activity ListRe-Roofing Project Activity List
# Activity
1.1.1 Measure Roof
1.1.2 Calculate Materials
1.2.1 Purchase Materials
1.2.2 Take Delivery
1.3.1.1 Remove Shingles
1.3.1.2 Remove Nails
1.3.2.1 Apply Shingles
1.3.2.2 Cut Caps
1.3.2.3 Apply Caps
Activity SequencingActivity Sequencing
Activity sequencing involves identifying and documenting interactivity dependencies. Activities must be sequenced accurately in order to support later development of a realistic and achievable schedule.
Outputs of Activity Sequencing:– Project Network Diagram - A project network diagram is a schematic display of the
project’s activities and the logical relationships (dependencies) among them.– Activity List Updates - In much the same manner that the activity definition process
may generate updates to the WBS, preparation of the project network diagram may reveal instances where an activity must be divided or otherwise redefined in order to diagram the correct logical relationships.
Re-Roofing Project Network DiagramRe-Roofing Project Network Diagram
1.1.1 MeasureRoof
1.1.2 CalculateMaterials
1.2.1 PurchaseMaterials
1.2.2 TakeDelivery
1.3.1.1 RemoveShingles
1.3.1.2 RemoveNails
1.3.2.1 ApplyShingles
1.3.2.3 ApplyCaps
1.3.2.2 CutCaps
Activity Duration EstimatingActivity Duration Estimating
Activity duration estimating involves assessing the number of work periods likely to be needed to complete each identified activity. The person or group on the project team who is most familiar with the nature of a specific activity should make, or at least approve, the estimate.
This will often require consideration of elapsed time as well.
Outputs of Activity Duration Estimating:– Activity Duration Estimates - Activity duration estimates are quantitative assessments of
the likely number of work periods that will be required to complete an activity. They should always include some indication of the range of possible results (2 weeks +/- 2 days, or 8 to 12 days).
– Basis of Estimates - Assumptions made in developing the estimates.
– Activity List Updates - Updates to the activity list as discovered.
Re-Roofing Project Duration EstimatesRe-Roofing Project Duration Estimates
Schedule DevelopmentSchedule Development
Schedule development means determining start and finish dates for project activities. If the start and finish dates are not realistic, the project is unlikely to be finished as scheduled. The schedule development process must often be iterated.
Outputs of Schedule Development:– Project Schedule - The project schedule includes at least planned start and expected finish dates
for each detail activity. (Note: the project schedule remains preliminary until resource assignments have been confirmed.)
– Supporting Detail - Supporting detail for the project schedule includes at least documentation of all identified assumptions and constraints.
– Schedule Management Plan - A schedule management plan defines how changes to the schedule will be managed. It may be formal or informal, highly detailed or broadly framed based on the needs of the project.
– Resource Requirement Updates - Resource leveling and activity list updates may have a significant effect on preliminary estimates of resource requirements.
Re-Roofing Project ScheduleRe-Roofing Project Schedule
Group ExerciseGroup Exercise
Create Project Network Diagram for the ILICO Construction Project Exercise
– Activity List
– Project Network Diagram
– Present results
ID WBS Task Name Duration Start Finish PredecessorsResource Names
1 0.0 ILICOExpansionProject 17 days Tue 8/8/00 Wed 9/6/00
2 1.0 Existing Building 17 days Tue 8/8/00 Wed 9/6/00
3 1.0.1 Office Space 17 days Tue 8/8/00 Wed 9/6/00
4 1.0.1.1 Determine capacity needed for existingoffice space
5 days Tue 8/8/00 Wed 8/16/00 J. Doe
5 1.0.1.2 Develop "Move Plan" for employeesduring transition
10 days Wed 8/16/00 Fri 9/1/00 4 J. Doe
6 1.0.1.3 Distribute "Move Plan" to all employeesaffected
2 days Fri 9/1/00 Wed 9/6/00 5 J. Doe
7 1.0.2 Conference Rooms 12 days Tue 8/8/00 Mon 8/28/00
8 1.1.2.1 Determine numberof conference roomsneeded in existing building
5 days Tue 8/8/00 Wed 8/16/00 J. Doe
9 1.1.2.2 Procure new furniturefor existingconference rooms
5 days Wed 8/16/00 Thu 8/24/00 8 J. Doe
10 1.1.2.3 Procure Video Teleconferenceequipement to update main conference
7 days Wed 8/16/00 Mon 8/28/00 8 J. Doe
11 1.1 New Building 7 days Tue 8/8/00 Fri 8/18/00
12 1.1.1 Office Space 7 days Tue 8/8/00 Fri 8/18/00
13 1.1.1.1 Temporary Office Space 7 days Tue 8/8/00 Fri 8/18/00
14 1.1.1.1.1 Develop transition plan to moveemployees
5 days Tue 8/8/00 Wed 8/16/00 J. Doe
J. Doe
J. Doe
J.
J. Doe
J. Doe
J. Doe
J. Doe
8/6 8/13 8/20 8/27 9/3st Septemb
Project Schedule - GANTT ChartProject Schedule - GANTT Chart
Core Processes
5.2S cope
P lann ing
5.3S cope
D efin ition
6.1A ctivity
D efin ition
7.1R esourceP lann ing
6.2A ctivity
S equencing
6.3A ctivity
D ura tionE stim ating
7.2C ost
E stim ating
6.4S chedu le
D eve lopm ent
7 .3C ost
B udgeting
4.1P ro ject P lan
D eve lopm ent
PMI Planning Processes
Project Plan DevelopmentProject Plan Development
Project Plan DevelopmentProject Plan Development
Project plan development uses the outputs of the other planning processes to create a consistent, coherent document that can be used to guide both project execution and project control. This process is almost always iterated several times. The project plan is used to:
– Guide project execution– Document project planning assumptions– Document project planning decisions regarding alternatives chosen– Facilitate communication among stakeholders– Define key management reviews as to content, extent, and timing– Provide a baseline for progress measurement and project control
Outputs of Project Plan Development:– Project Plan - The project plan is a formal, approved document used to manage and control project
execution. The final Project Charter with project schedule, organization, resources, budget and other attachments is ILICo’s project plan.
ILICo’s Project Planning ProcessesILICo’s Project Planning Processes
ProjectInitiation
EffortEstimate
IdeaD ocum ent Idea
& Est. E ffort
SponsorshipD ept. H ead Agrees to
Sponsor P ro ject
Resource CommitmentD ept. H eads Agree to SupplyR esources at a P lanned T im e
Project ManagementM anage Scope, T im e,
C ost, & Q uality
ClosureD eliver, C elebrate
& Lessons Learned
Prioritization Committee
StatusReport
ScopeChange
IssuesM gmt
W orkBreakdown
Charter(Larger Projects)
ResourceW orksheet
DeliveryAcceptance
ProjectReview
Total Cost> $250K?
Yes
Project Process Flowchart
Initiation Planning Execution & Control Closure
Initiation
Planning
Controlling
Executing
Closing
Concept Define Develop Deliver
Project Lifecycle Phases
Maj
or
Pro
cess
es
Initiation FormCharter Doc
Project PlanDesign
Status ReportIssues M gm tScope M gm t
Delivery FormPI Review
Ÿ Project Scope M anagem entŸ Project T im e M anagem entŸ Project Cost M anagem entŸ Project Q uality M anagem ent
9 Project Management Knowledge AreasŸ Project Hum an Resource M anagem entŸ Project Com m unications M anagem entŸ Project R isk M anagem entŸ Project P rocurem ent M anagem ent
Project Integration M anagem ent
PhaseDeliverables
Closing ExerciseClosing Exercise