P. 1
Basics of PM

Basics of PM

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03/18/2014

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Copyright © 2004 Innovation Policy Research Limited.

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Skill Sets 1 – The Basics of Project Management
No Surprises Please !

Objectives of Project Management & This Module
Complete projects to specification, on schedule and within budget Basic understanding and capability
Key objectives and scope Basics of project planning and main tools Basics of project monitoring and control Introduction to their use

Customer Satisfaction
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Project Definition
A Project is
A temporary (has a defined finish) ..endeavour (actions which consume resources) ..to achieve specified deliverables (outputs)

The Project Triangle
Costs Time Scope (deliverables)
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

The Deliverable

Deliverable: A tangible and measurable result, outcome, or item that must be produced to complete a project or part of a project. The project team and all project stakeholders agree on project deliverables before the project begins.

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

The Triangle

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Project Structure
Different Perspectives
Work Packages Tasks

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Work Packages
Related items of work which provide a conceptual structure for the project
“Coating development” Electrode Development Sensor Testing

Often used to allocate responsibility between Partners

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Tasks
Main Unit of Project Planning and Management Tasks Have
Objectives (perform items of work) Resource Requirements
Physical (equipment) People

Costs Duration Dependencies
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

“Milestones”
Tasks which produce project deliverables Often associated with Payments Particularly associated with Contract R&D Interaction between
Project Management Cash Flow

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

The Planning Cycle
Key Principle
No plan possible unless deliverables and tasks characterised.

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Project Plan Tools
Gantt Chart

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Sample Project
Use the Data Sheet and determine:How long the project will take with the parameters suggested How could the duration be shortened How you would use the data to determine costs

What did we forget ?

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Data Sheet

Task no Item Duration 1 Design Model Study 20 days 2 Assign PDRA 10 days 3 Apply for Licence & await 20 days 4 Synthesise Compounds 12 days 5 Inject 1.25 days 6 Await Reaction 5 days 7 Check Results 1.25 days

Resource Work Dependencies Remarks Prof 25% of the time 40 hrs Max Allocation is 25% None 0 None 0 Technician 50% of the time 48 hrs 1 Max Allocation is 200% PRDA 100% 0 2,3,4 Max Allocation is 100% 5 Technician 10% of the time Not determined by work content b PDRA 100% 0 6 Max Allocation is 100%

0 0 0 0 0 0 0 0

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Critical Path
The Sequence of Tasks which determine duration Provides focus on action to shorten project

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Project Tracking & Co-ordination
Tracking
Assisted by Granularity of Tasks Regular Reports
% Task Completion Tasks Completed Tasks Started Issues Identified / Resolved

% Completion against plan

Co-ordination
Using progress to initiate action on dependent tasks
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Progress vs Plan
Use to predict likely completion of deliverables
“No Surprises Please”

Use to initiate Corrective Action Change Control

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Change Control
A formal Process Impact Assessment Any Change to the Project Parameters
Deliverables Timescales Costs / Resources

Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

Contrasts and Issues
PI’s don’t like being “Project Managed”
Are they acting as PI’s or Contractors ? Advantages of Professional Performance in getting funding
“How will the project be managed ?”

Project Profiles
Project = “X years * Y Post Docs” in Research Inst “Company” projects – more effective resource use

Deliverable focus in sales
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved

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