RESEARCH

METHODOLOGIES

INTRODUCTION TO PROJECT
MANAGEMENT

Dr. Félix Bueno Pascual

felix.bueno@tecmilenio.mx
https://www.linkedin.com/in/buenofelix/
CONTENT

1 Introduction

2 Framework or Methodology?

3 Project Management & Triple Constraint

4 Agile or Predictive?

5 Project Management Processes

6 Q&A
Introduction
Use of Frameworks
Benefits of using proven approaches

Enable your people to deliver success

Enable your people to deliver high quality by providing the right environment.

1
2 Connect the Executive Team to project delivery teams to get the change you
want
2 Results will improve if there is a closer understanding and working arrangement.
4
Be flexible, change faster
2
As the pace of change accelerates, business can find it difficult to adapt quickly
1 enough to new challenges as they arise.

1
4 Measure and address the harsh facts to maintain direction
Project management must measure progress, identify risks and tackle the difficult
2 issues, changing course where necessary.
6
Optimise your project activities in order to maximise return
Using a clear methodology removes ‘gaming’ from the prioritisation process and
selection of critical activities.
Methodology & Framework
 Methodology
Methodology is the systematic,
theoretical analysis of the
methods applied to a field of
study. It comprises the theoretical
analysis of the body of methods
Preliminary Phase Proposal Development Intervention
and principles associated with a
branch of knowledge.
▪ Problem Identification ▪ Diagnosis ▪ Solution Implementation
Philosophy ▪ Literature Review ▪ Approaches Assessment ▪ Effectiveness Assessment
▪ Current Situation Assessment ▪ Approach Selection
Framework ▪ Potential Solutions ▪ Action Plan
▪ Solution Orchestration

Methodology

Method

Tools

Source: INITE, (2002). Diseño de proyectos de innovación educativa. México: INITE

 A set of processes are required to ensure transparency and consistency across the
layers, which are part of ten core Project Management Knowledge areas…

Process Groups
They cover what you need to DO.
Monitoring &
Initiation Planning Execution Closing
Control

Project Integration Management

Project Scope Management

Project Schedule Management

Project Cost Management

Project Resources Management

Project Quality Management

Knowledge Areas Project Communications Management

They cover what you Project Risk Management
need to KNOW.
Project Procurement Management

Project Stakeholder Management

PMBOK Framework vs Project Life Cycle

FRAMEWORK PHASES OUTPUT

Monitoring and Management

Project Initiation Planning Execution Closing
Control Plans
Management(
PMBoK) Project Charter, WBS, Requirements Matrix, Schedule, Budget, Approval requirements, Risk
matrix, communication matrix, source release matrix, Stakeholders matrix

DMADV
DMAIC
DMADOV

SCRUM
DSSS
CFPM Deliverables
Project Life
Kanban
Cycle

Lean SCRUMBAN Lean Six Sigma

LEANBAN
XP
Kaizen

PERFORM Others (Customised) Spiral

PMBOK Framework vs Methodology

FRAMEWORK PHASES OUTPUT

Monitoring and Management

Project Initiation Planning Execution Closing
Control Plans
Management(
PMBoK) Project Charter, WBS, Requirements Matrix, Schedule, Budget, Approval requirements, Risk
matrix, communication matrix, source release matrix, Stakeholders matrix

Preliminary Phase Proposal Development Intervention

Project Life ▪ Problem Identification ▪ Diagnosis ▪ Solution Implementation

Cycle
(Methodology) ▪ Literature Review
▪ Current Situation Assessment
▪ Potential Solutions
▪ Approaches Assessment ▪ Effectiveness Assessment
▪ Approach Selection
▪ Action Plan
▪ Solution Orchestration
 Metodología de la Investigación

Project Management Plans vs Deliverables Proyecto de Campo

Project INITIATION PLANNING

Management( Project Management
PMBoK) WBS & Requirements Matrix Schedule Costs Resources &
Plan
Procurement

Quality Communications Risks Stakeholders

EXECUTION Monitoring and Control Closing

Project Life ✓ Project Closing
Cycle Preliminary Phase Proposal Development Intervention ✓ Lessons learnt
(Methodology)

 Interview/Collection Tools  Final Diagnostic  Educative Intervention

 Current Situation Analysis  Gap analysis  Trainings
 Process  Prioritised List of Selected  Pilot implementation
 People Solutions  Effectiveness analysis
 Technology  Implementation Roadmap  Scalation
 Organisation  Benefits analysis
 List of Potential Solutions
 Preliminary Diagnostic
Project Management Triple
Constraint
How does project management look like?

Finance
Dependencies
Scope

Quality
Schedule

Issues

Resources

Artifacts/
Deliv erables
Risks

Reporting
 Triple Constraint
Predictive Process (Cascade)

Restrictions Requirements Monitoring and Control

Cycles

Planning
Processes

Input Phase/ Initiation Closing Phase

Lead by Plan Project Processes Processes Output/
Starts Project Ends

Execution
Estimation Costs Time Processes

Plan creates Time and costs

estimations

Source: PMI
 Project Management Framework
Time
Initiating Planning Executing Monitoring and Controling Closing

Project Integration • Develop Project • Develop Project Management • Direct and Manage Project • Manage and control project • Close
Charter Plans Work work project or
Management
• Manage Project Knowledge • Perform integrated change phase
Quality Project Scope • Plan scope management • Define scope • Validate
control Scope
• Collect requirements • Create WBS • Control Scope
Management
• Plan schedule management • Estimate activity durations • Control Schedule
Project Schedule
Scope Cost • Define activities • Develop Schedule
Management
• Sequence activities
• Plan Cost Management • Control Costs
Project Cost
• Estimate costs
Management • Determine budget
Project Quality • Plan Quality Management • Manage quality • Control Quality
Management

Project Resource • Plan Resource Management • Acquire resources • Control Resources

• Estimate Activity Resources • Develop teams
Management
• Manage team
Project • Plan Communications Management • Manage communications • Monitor Communications
Communications
Management
• Plan Risk Management • Develop Quantitative Risk • Implement risk responses • Monitor Risks
Project Risk • Identify Risks Analysis
Management • Perform Qualitative Risk Analysis • Plan Risk Response
Project Procurement • Plan Procurement Management • Conduct procurements • Control Procurement
Management
Project Stakeholder • Identify Stakeholders • Plan Stakeholder Engagement • Manage stakeholder • Monitor Stakeholder
Management engagement engagement
Agile or Predictive?
 High Project Management Framework
Incremental Agile
Agile Agile Agile Predictive Predictive Predictive

Agile Agile Agile

Frequency of Delivery

Predictive Predictive Predictive

Predictive Predictive Predictive

Agile Agile Agile

Agile Agile Agile

Low

Predictive Iterative
Predictive Predictive Predictive
Low Degree of Change High
Project Stakeholders
Project Stakeholders Groups

Sponsor Suppliers

Project Team Project Management Office (other areas)

Clients External Organizations

Project Manager
The project manager plays a critical role in the leadership of a project team in order to achieve the project’s
objectives. The project manager is the person assigned by the performing organization to lead the team that is
responsible for achieving the project objectives. This role is clearly visible throughout the project and functions
include:
• Developing finely tuned skills using multiple methods.

• Creating, maintaining, and adhering to communications plans and schedules.

• Communicating predictably and consistently.

• Seeking t89Io understand the project stakeholders’ communication needs

• Communications concise, clear, complete, simple, relevant, and tailored.

• Including important positive and negative news.

• Incorporating feedback channels.

• Relationship skills

• Extensive networks of people throughout the project manager’s spheres of influence.

Project Management Processes
Initiation
Initiation Planning Execution Monitoring and Control Closing

Processes
• Develop Project Charter
• Identify Stakeholders
 Context
 Justification
 Objectives and Scope (What is included and what is not included)
 Approach / Methodology / Project Life Cycle (With deliverables)
 Schedule (Milestones Schedule)
 Budget (High Level)
 Organizational Project Chart
 Benefits
 Critical Success Factors

Sponsor
Clients or Users
Suppliers
Partners
Business áreas or departments
Planning
Initiation Planning Execution Monitoring and Control Closing

Processes  Statement of Work (SOW)

• Develop Project Management Plan  Work Breakdown Structure
• Plan Scope Management
• Collect Requirements
 Schedule
• Define Scope  Change management
• Create WBS  Project team: RACI, Roles AND Responsibilities
• Plan Schedule Management
• Define Activities  Budget
• Sequence Activities  Matrix/Testing Plan/Quality
• Estimate Activity Durations
• Develop Schedule
 Source and procurement management
• Plan Cost Management  Risk matrix
• Estimate Costs  Stakeholders matrix
• Determine Budget
• Plan Quality Management  Communication matrix
• Plan Resource Management
• Estimate Activity Resources
• Plan Communications Management  Project Performance Dashboard
• Plan Risk Management
• Identify Risks  Minutes format
• Perform Qualitative Risk Analysis  Periodic meetings format
• Perform Quantitative Risk Analysis
• Plan Risk Responses
 Issue log
• Plan Procurement Management  Request for Information (RFI)
• Plan Stakeholder Engagement  Templates/ Deliverable general tools
Execution
Initiation Planning Execution Monitoring and Control Closing

Processes
• Direct and Manage Project Work
• Manage Project Knowledge
• Manage Quality
• Acquired Resources  Project Dashboard
• Develop Team  Issue log
• Manage Team
• Manage Communications  Project team feedback tool
• Implement Risk Responses  Communication plan/matrix
• Conduct Procurements
• Manage Stakeholder Engagement
 Deliverables
Monitoring and Control
Initiation Planning Execution Monitoring and Control Closing

Processes
• Monitor and Control Project Work
• Perform Integrated Change Control
• Validate Scope
 Project Dashboard
• Control Scope  Risk Matrix
• Control Schedule  Minutes Format
• Control Costs
• Control Quality  Periodic Meetings Format
• Control Resources  Templates/General Deliverable Tools
• Monitor Communications
• Monitor Risks
 Issue Logs
• Control Procurements  Request for Information
• Monitor Stakeholder Engagement
Closing
Initiation Planning Execution Monitoring and Control Closing

Processes
• Close Project or Phase

 Project Performance Report

 Learned Lessons (Compilation)
 Deliverables Letters
Q&A