Project Management For Everyone 1680621565

Project
Management
for
Everyone
Contact Information
Project Management for Everyone
Adam Donaldson, PMP

Business Management & Analysis Group
Phone: (202) 994-6867
Cell: (240) 472-2171
Email: adonald@gwu.edu
Objectives
 Basic understanding of project management

principles
 Share tools and techniques of formal project

management that can be used in daily tasks
and projects
Project Management Principles
Project Management Institute
 PMI is an aggregation of best practices from

thousands of professional project managers
 Principles in this session are based on PMI

methodologies, there are other
methodologies
 Organizations typically use these as a basis

for developing custom project management
processes
www.pmi.org
GW MS in Project Management
business.gwu.edu/programs/specialized-masters/mspm/
Definition of a Project
Project - A temporary endeavor undertaken to create

a unique product, service, or result.
Temporary / Not Ongoing

- Definite beginning and end
- Does not mean a short duration
Unique
- Outcome is a unique deliverable
- Could come in the form of either
products, services or results
Project Life Cycle
Initiating
Planning
The
Five Monitoring & Controlling
Project Executing
Phases
Closing
Project Management Functions
Scope Management
Time Management
Cost Management
Quality Management
Things done
within the
HR Management phases to
manage the
Communications Mgt
project
Risk Management
Procurement Mgt
Project Integration
~ PMI refers to these as Knowledge Areas ~

Triple Constraints
Triple
Constraints
Resources
~ Managing these is the primary responsibility of the PM ~

PM in Practical Terms
Initiating Planning
Define Plan
Clarify the request Develop the
and objectives specific approach
Executing Closing
Monitoring &
Controlling
Review
Were expectations
Manage met?
Task, action,
communication & resource management
Day to Day Use of PM
What are some

struggles often
experienced in
projects?
Define Initiating
 Clarify the request / initiative
 Identify stakeholders
 Define the requirements

Clari ion
Define - Clarification
PM Tool Everyday Tool

Project Charter Email / Memo
• Document objectives
Defines high-level scope, • Send to requester to validate
exclusions, objectives, • Writing down helps clarify
milestones & timeline • Get agreement!!
Define - Identify Stakeholders
People or groups positively or negatively affected
Project Stakeholder
by the project outcome.
External Relations
Departmental
Legal Management
Project Senior
Team Leadership
Stakeholders may
or may not exert
direct influence over
University Web Students the project
Services Faculty / Staff
Define - Identify Stakeholders
Stakeholder Matrix
• Identify and track key stakeholders

• Determine Impact & Influence to gauge how to manage
• Ensure thoroughness of communications planning
Define - Requirements

Requirements Document Requirements List
• List the “what” items required in

the final solution
Documents the “what” of the • Iterative process often requiring
initiative / task and breaks into multiple interviews
individually deliverable items
• Critical to defining the solution
Define Initiating
 Clarification Memo
 Stakeholder Matrix
 Requirements List
Clari ion
Plan Planning
 Organize and plan

 Determine tasks to be done
 Create a schedule
 Plan communications
Plan – Project Management Plan

Project Management Plan Project Workbook
Establishes plan for planning,

execution, monitoring & closing,
including all subsidiary plans
“Project” Workbook
o Include all “project” information
- Scope / Objectives
- Stakeholders / Contacts
- Requirements
- Schedule, Milestones & Deliverables
- Action Items and Issues
o Central location for all project info

- Excel workbook or other similar tool
- Local / Shared Folder
o Living document
o Serves as a template / historical artifact for
similar future endeavors
Plan – Work Breakdown Structure

Control “Treasury & BMAG Website Updates”
Account Planning
Level Package
Content Website
Development Development Level
WBS1 WBS2
BMAG Page Treasury Page Departmental Org Home Page

Graphics Design
Updates Updates Chart Updates Updates
WBS2.1
WBS 1.1 WBS 1.2 WBS1.3 WBS 1.4
Work
Package
Name / Contact Creation of Level
Verification of
Information Updated Org
Positions
Updates Charts
WBS 1.3.1
WBS1.3.2 WBS 1.3.3
• Breaks deliverables into manageable • Ensures we don’t forget or omit

work packages important tasks
Plan – Schedule

Formal Project Schedule Task List / Schedule
Sequences & defines project tasks

and monitors status of project against
milestones / baselines
Plan – Schedule
Task List / Schedule
• Excel or other common tool

• Turn WBS work packages into tasks
• Clearly identify major milestones
• Identify dependencies – one task which relies on another
Plan – Communications Matrix

Communications Plan Communications Matrix
Documents the detailed plan

for communicating with all
stakeholders
Plan – Communications Matrix
Communications Matrix
• Target communications towards stakeholders identified

• Consider both “internal” and “external” communications
• One of the most vital efforts in any project
Plan Planning
 Project Workbook
 Work Breakdown Structure (WBS)
 Task List / Schedule
 Communications Matrix
Manage Executing
Monitoring
 Executing schedule tasks

 Managing action items & issues
 Report status
Manage – Actions & Issues

Action & Issues Register
• Log and track all actions and issues – ensures accountability

• Tasks are scheduled – Action Items “pop up”
Communicate – Status Report

Project Status Report Email / Memo
Provides succinct information

conveying timelines, progress,
issues & next steps
Communicate – Status Report
• Description
• Timeline
• Progress
• Deadlines
• Issues
• Next Steps
Manage Executing
Monitoring
 Schedule & Project Workbook

 Action & Issues Register
 Status Report
Review Closing
 Discuss what went right & wrong
 Hold final review

Review – Lessons Learned

Lessons Learned Document Email / Memo
• Gather key participants to

discuss lessons learned
Formally documents lessons • Capture important lessons
learned throughout the project which could help others
by phase engaged in similar activity
Review – Final Review

Project Approval Document Review of Project Workbook
Documents formal signature

approval of the project
Review – Final Review
• Review objectives & requirements • Review lessons learned

• Discuss plan to close open actions
Review Closing
 Lessons Learned
 Project Workbook
Summary
 Project Management Concepts
• Definition of a project
• Project Lifecycle
• Project Management Functions
• Triple Constraints
Summary
Project tools for everyday tasks & projects

• Define Initiating
• Plan Planning
- Clarification Memo - Project Workbook

- Stakeholder Matrix - Work Breakdown Structure
- Requirements List - Schedule
Executing - Communications Matrix

Monitoring &
• Manage Controlling
• Review Closing
- Schedule / Proj Workbook - Lessons Learned

- Actions & Issues Register - Project Workbook
- Status Report
Questions
Thank You!!!
Adam Donaldson, PMP

Business Management & Analysis Group
Phone: (202) 994-6867
Cell: (240) 472-2171
Email: adonald@gwu.edu

Project Management For Everyone 1680621565

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Project Management For Everyone 1680621565

Uploaded by

Copyright:

Available Formats

Project

Adam Donaldson, PMP

 Basic understanding of project management

 Share tools and techniques of formal project

 PMI is an aggregation of best practices from

 Principles in this session are based on PMI

 Organizations typically use these as a basis

Project - A temporary endeavor undertaken to create

Temporary / Not Ongoing

~ PMI refers to these as Knowledge Areas ~

~ Managing these is the primary responsibility of the PM ~

What are some

Project Management for Everyone

 Clarify the request / initiative

 Define the requirements

PM Tool Everyday Tool

PM Tool Everyday Tool

• Identify and track key stakeholders

PM Tool Everyday Tool

• List the “what” items required in

Project Management for Everyone

Project Management for Everyone

 Organize and plan

PM Tool Everyday Tool

Establishes plan for planning,

o Central location for all project info

PM Tool Everyday Tool

BMAG Page Treasury Page Departmental Org Home Page

• Breaks deliverables into manageable • Ensures we don’t forget or omit

PM Tool Everyday Tool

Sequences & defines project tasks

Task List / Schedule

• Excel or other common tool

PM Tool Everyday Tool

Documents the detailed plan

• Target communications towards stakeholders identified

Project Management for Everyone

 Executing schedule tasks

PM Tool Everyday Tool

• Log and track all actions and issues – ensures accountability

PM Tool Everyday Tool

Provides succinct information

 Schedule & Project Workbook

Project Management for Everyone

 Discuss what went right & wrong

 Hold final review

PM Tool Everyday Tool

• Gather key participants to

PM Tool Everyday Tool

Documents formal signature

• Review objectives & requirements • Review lessons learned

Project Management for Everyone

Project tools for everyday tasks & projects

- Clarification Memo - Project Workbook

Executing - Communications Matrix

- Schedule / Proj Workbook - Lessons Learned

Adam Donaldson, PMP

You might also like