INTRODUCTION TO PROJECT MANAGEMENT · INTRODUCTION TO PROJECT MANAGEMENT Prepared for Carleton...
Transcript of INTRODUCTION TO PROJECT MANAGEMENT · INTRODUCTION TO PROJECT MANAGEMENT Prepared for Carleton...
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INTRODUCTION TOPROJECTMANAGEMENT
Prepared for CarletonUniversity
Sep 28 and Oct 1, 2018
Milica Micic, PMP®
Training material adapted utilizing Bombardier Q-Series Basic Project Management Trainingdeveloped by Lidia Jovanovic, PMP and Milica Micic, PMP
Table of Contents1. Introduction to Project Management
1.1 Project Management Definition1.1.1 Project Management Need1.1.2 Project Management Statistics1.2.3 Project Management Institute
1.2 Project Initiation1.2.1 Typical Project Constraints and Triple Constraint1.2.2 Project Initiation Main Goals1.2.3 Understanding the Key Roles on a Project
1.3 Project Planning1.3.1 Work Breakdown Structure (WBS)1.3.2 Activity Duration Estimating1.3.3 Dependencies - Activity Sequencing1.3.4 Microsoft Project Resource Sheet1.3.5 Microsoft Project Gantt Chart Example1.3.7 Resources Sheet Example1.3.8 Resources Usage Example
Sep 28 & Oct 1, 2018 2
Table of Contents1. Introduction to Project Management – cont.
1.4 Project Execution and Monitoring & Controlling1.4.1 Communication1.4.2 Risk Management1.4.3 Negotiation and Conflict Resolution
1.5 Project Closing1.5.1 Project Success Criteria1.5.2 Lessons Learned
2. Summary and Recommendations3. Questions4. Appendix
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Sep 28 & Oct 1, 2018 6
1.1 Project Management Definition – Learning Goals
At the end of this module you will understand:
- What is Project Management- What is the role of Project Manager- What are 10 Project Management knowledge areas- What are the Project Management process groups
Sep 28 & Oct 1, 2018
§ What is a Project?
1.1 Project Management Definition
Project is a temporary endeavour undertaken to create a unique product, service orresult. (PMI)
SpecificPurpose
Specific ResultsTemporary
Definite Startand Finish
Dates
UnknownDetails
ProjectLimited
ResourcesProgressively
Elaborated
Involves Peopleand Teamwork
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1.1 Project Management Definition
Sep 28 & Oct 1, 2018
§ Do We Need Project Management?§ Why?
8
Sep 28 & Oct 1, 2018
§ What is Project Management?
1.1 Project Management Definition
Project management is the application of knowledge, skills, tools and techniques toproject activities to meet project requirements (PMI)
PM Knowledge
PM Skills
PM Tools
PM Processes
ProjectManagement
9
Sep 28 & Oct 1, 2018
§ What is Project Management?
1.1 Project Management Definition
PM Knowledge
PM Skills
PM Tools
PM Processes
ProjectManagement
10
PM Knowledge
10 knowledge areas
Project management is the application of knowledge, skills, tools and techniques toproject activities to meet project requirements (PMI)
Sep 28 & Oct 1, 2018
10 Areas of Knowledge (must be addressed to manage any project)
1.1 Project Management Definition
11
ScopeManagement
CostManagement
TimeManagement
QualityManagement
HumanResources
Management
RiskManagement
ProcurementManagement
CommunicationsManagement
ProjectIntegration
Management
StakeholdersManagement
Sep 28 & Oct 1, 2018
§ What is Project Management?
1.1 Project Management Definition
PM Knowledge
PM Skills
PM Tools
PM Processes
ProjectManagement
12
PM Skills- Technical knowledge- Project atmosphere
- Communication- Influence
- Leadership- Motivation- Negotiation
- Problem Solving
Project management is the application of knowledge, skills, tools and techniques toproject activities to meet project requirements (PMI)
Sep 28 & Oct 1, 2018
§ What is Project Management?
1.1 Project Management Definition
PM Knowledge
PM Skills
PM Tools
PM Processes
ProjectManagement
13
PM Processes
5 process groups
Project management is the application of knowledge, skills, tools and techniques toproject activities to meet project requirements (PMI)
Sep 28 & Oct 1, 2018
InitiatingProcesses
ClosingProcesses
PlanningProcesses
ExecutingProcesses
Monitoring &ControllingProcesses
5 Project Management Process Groups
1.1 Project Management Definition
14
Sep 28 & Oct 1, 2018
§ What is Project Management?
1.1 Project Management Definition
PM Knowledge
PM Skills
PM Tools
PM Processes
ProjectManagement
15
PM ToolsMS Project, Primavera, SAP,
TeamCenter, MS Office, TrackingDatabase, eRoom, …
Project management is the application of knowledge, skills, tools and techniques toproject activities to meet project requirements (PMI)
Sep 28 & Oct 1, 2018
§ What is Project Management?
1.1 Project Management Definition
PM SkillsPM Tools
PM Processes
ProjectManagement
16
PM Knowledge
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§ Do We Need Project Managers?§ Why?
1.1 Project Management Definition
17
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1.1 Project Management Definition
§ Some of Project Manager’s responsibilities:§ Identify project requirements§ Determine the best order of activities and create schedule§ Define what is in and what is out of project scope§ Collect impacts and request adequate project budget§ Identify all stakeholders and build good relationships with them
§ Ensure adequate communication between stakeholders
§ Motivate and focus the team on objectives
§ Integration of all project activities
§ Project status reporting§ Document opportunities for improvement
§ Deliver the projectProject Manager is a person assigned by the performing organization to achieve theproject objectives (PMI)
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ECSQueryExample
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1.1 Project Management Definition
19
A good Project Manager …
Is a goodcommunicator
Can manageand adapt to
change
Has team buildingand negotiation
skills Possesses thenecessarytechnicalexpertise
Puts thecustomer first
These skills are good to have even for the people on the technical path.
Sep 28 & Oct 1, 2018
1.1 Project Management Definition
20
“PMI appears to believe that the essential goal and aim of project management is toeliminate chance and accidents… While it is a good idea to tame what can usefully andpractically be tamed, most of the project world lives where the wild things are…You have to sail the turbulent seas toward a destination that often shifts.”from Creative Project Management by Michael S.Dobson and Ted Leemann (2010)
1.1 Project Management Definition1.1.1 Project Management Need
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§ Sampoong Department Store (삼풍백화점; 三豊百貨店)
1990
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1.1 Project Management Definition1.1.1 Project Management Need
Sep 28 & Oct 1, 2018
§ Sampoong Department Store (삼풍백화점; 三豊百貨店) collapse
1990
1995
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1.1 Project Management Definition1.1.2 Project Management Statistics
Sep 28 & Oct 1, 2018 23Link to full PMI report: https://www.pmi.org/-/media/pmi/documents/public/pdf/learning/thought-leadership/pulse/pulse-of-the-profession-2017.pdf
• Not-for-profit organization• 2.9 million professionals• Nearly every country• Eight globally recognized certifications• Standards for project, program and portfolio
management• Local Chapters located in over 80 countries• PMI research program: research projects, symposiums
and surveys• 1,600 Registered Education Providers (R.E.P.s)• Nearly 100 degree programs in institutions worldwide.
For more info go to https://www.pmi.org/about/learn-about-pmi
1.1 Project Management Definition1.1.3 Project Management Institute
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• PMI ®– PMP ® Certification• Project Management Professional• Min 3-5 years of PM experience• Globally recognized• 833,025 certification holders as of March 2018
For more info go to https://www.pmi.org/about/learn-about-pmi
Sep 28 & Oct 1, 2018 25
All PMI Members, or non-members who hold a PMI certificate, must abide by PMI Codeof Ethics and Professional Conduct. This document covers four values vital for PMprofession: Responsibility, Respect, Fairness and Honesty.
1.1 Project Management Definition1.1.3 Project Management Institute
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InitiatingProcesses
ClosingProcesses
PlanningProcesses
ExecutingProcesses
Monitoring &ControllingProcesses
5 Project Management Process Groups
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1.2 Project Initiation
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1.2 Project Initiation – Learning Goals
At the end of this module you will understand:
- What are project constraints- What are project initiation main goals- What are typical key roles on a project
Sep 28 & Oct 1, 2018
1.2 Project Initiation1.2.1 Typical Project Constraints and Triple Constraint
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1.2 Project Initiation1.2.1 Typical Project Constraints and Triple Constraint
Strategic decisions made arebased on the estimated Cost.If estimates are too low or toohigh, the right decision for thecompany / customer may notbe made.
Late to Schedule, incurs Cost.
J Happy Customers J
Being over or under budgetcreates a financial impactto the company andshareholders.
Schedule delays can impactother projects and day-to-daybusiness
Deviation from the originalScope in order to satisfyschedule and cost couldimpact customer satisfaction Triple Constraint
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1.2 Project Initiation1.2.1 Carleton Capstone Projects - Cost Management –
Project Budgeting
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Department of Mechanical and AerospaceEngineering
Capstone Projects Category 1 Category 2 Category 3 Category 4
No CapstoneProject
Budget [$]
1 A $2,000
2 B $2,000
3 … …
No CapstoneProject A
Budget [$]
1 Department $2,000
2 CUESEF $2,000
3 Fund Raisers $2,000
4 Sponsors $2,000TOTAL $8,000
NOTE: BUDGET DISTRIBUTION USED IN THE EXAMPLE IS FICTIONAL.
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1.2 Project Initiation1.2.2 Project Initiation Main Goals
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• What is the purpose of theproject?
• What is the product, service orresult that we are trying toachieve?
• What is the project successcriteria?
The Challenge of initiation process is to gain the agreement and approval of allstakeholders prior to proceeding to planning.
Producer
DirectorCensor Board
Bank
End UsersDistributor MovieTheaters
ScreenplayWriter
MediaReviews
Unions LeadActor
LeadActress
SupportCast
Cameraman
SoundTechnic.
MakeupArtist
Stakeholders
ExecutiveSponsor Clients
1st Customer
Project Team
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1.2 Project Initiation1.2.3 Understanding the Key Roles on a Project
ProjectManager
33
InternalStakeholders
End Users
ExternalStakeholders
LeadDesigner
Designers MethodsEngineer
Buyer Eng.Specialist
TechPubs
Writer
ProjectSponsor
ProjectManager Customer
Project Team
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Project Organization Chart – ExampleProject Organization Chart does not replacethe department organization chart.
34
1.2 Project Initiation1.2.3 Understanding the Key Roles on a Project
1.2 Project InitiationExercise #1 EXAMPLE – Create Project Organization Chart
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AerospaceComp. Leader
ProjectManager
Supply Chain
Operations
Airline AircraftCrew
Contracts
Media
Union(s)
DesignFocal
MethodsEngineer
InServiceEngineer
MaintenanceEngineer
Designers:InteriorWiring
Stakeholders
ExecutiveSponsor
Clients
Project Team
Passengers
ProgramManager
CustomerEngineer
Legal Services
Service Center
Supplier A
Eng.Specialist
FlightTest TeamTCCA Buyer
TechPubWriter
1.2 Project InitiationExercise #1 – Create Project Organization Chart
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Create a Project Organization Chart for following project: Define project team andinternal and external stakeholders.
High-Performance Rotary Wing (HPRW) Project
Project Description:
Evaluate and improve the racing quadcopter assigned to the team at the start ofthe fall semester. Both Red and Blue HPRW teams were each given the EachineWizard X220s. For the fall semester, both teams will be working together to get acommon benchmark platform, which will be used to improve the drone. Once thequadcopter is benchmarked, along with lead supervisor supervision, the teams willbe able to make measurable alterations to the drone to improve the desiredcriteria. At the end of the Winter term, the Red and Blue HPRW teams willcompare the alterations made to the quadcopters by racing them in apredetermined course. Using the wind tunnel testing results and outcome of therace will determine which team made the more effective adjustments.
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1.2 Exercise #1: Project Organization Chart
***HINTS:A – Government D – Chair – Faculty of Eng. & DesignB – Science Fairs E – MediaC – Machine Shops F – Lead Supervisor
***Enter the appropriate letterin the space provided.
RacingCompetition
CompetingUniversities
Corporations
Team A
Stakeholders
ExecutiveSponsor
Clients
Project Team
Professor andChair
Dept. of Mech.and Aero.
EngineeringCompetitionOrganizers
Sponsors
Student EngSociety
Suppliers(Hardware &
Software)
Project Manager
Team B- Propulsion- Aerodynamics- Flight Control & Data Acquisition- Flight Testing- Structures and Mechanical Systems
- Propulsion- Aerodynamics- Flight Control & Data Acquisition- Flight Testing- Structures and Mechanical Systems
* Note: In this example we have teamA and B, but is usually not the case.
**A
B
CD
E
F
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1.2 Exercise #1: Project Organization Chart – Possible Solution
38
Chair – Facultyof Eng. &
Design
Lead Supervisor
Machine Shops
RacingCompetition
ScienceFairs
CompetingUniversities
Corporations
Team A
Stakeholders
ExecutiveSponsor
Clients
Project Team
Professor andChair
Dept. of Mech.and Aero.
EngineeringCompetitionOrganizers
Sponsors
Government
Student EngSociety
Suppliers(Hardware &
Software)
Media
Project Manager
Team B- Propulsion- Aerodynamics- Flight Control & Data Acquisition- Flight Testing- Structures and Mechanical Systems
- Propulsion- Aerodynamics- Flight Control & Data Acquisition- Flight Testing- Structures and Mechanical Systems
Sep 28 & Oct 1, 2018
* Note: In this example we have team A and B, but isusually not the case.
**
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InitiatingProcesses
ClosingProcesses
PlanningProcesses
ExecutingProcesses
Monitoring &ControllingProcesses
5 Project Management Process Groups
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1.3 Project Planning
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1.3 Project Planning – Learning Goals
At the end of this module you will understand:
- What is the Work Breakdown Structure (WBS)- How do we estimate activity duration- How do we sequence activities- What is the critical path- How does Microsoft Project work
Sep 28 & Oct 1, 2018
1.3 Project Planning1.3.1 Work Breakdown Structure (WBS)
To avoid micromanagement, projectmanager should focuson milestones,deliverable completionon time / at cost, andlet the owner of thedeliverable do theirjob. The owner is theexpert.
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Sep 28 & Oct 1, 2018
1.3 Project Planning1.3.1 WBS - Few Definitions
• DELIVERABLE: According to PMI, a deliverable is “any uniqueand verifiable product, result or capability to perform aservice that must be produced to complete a process, phaseor a project.” Deliverable is usually represented as a noun.
• Examples: contract, test cards, flight permit, drawing,workbook, test plan etc.
43
• TASKS represent the activities required to produce thedeliverables. It is possible that more than one task isrequired to complete one deliverable. Tasks are usuallyrepresented as a verb-noun phrase.
• Examples: create a webpage, negotiate contract, completetest cards, obtain flight permit, create drawings, releasedrawings, approve test plan etc.
• MILESTONE is a significant event on the project.• Examples: webpage launched, contract signed, project
completed, flight test completed, drawings released,aircraft delivered, etc.
1.3 Project PlanningExercise #2 – Create Work Breakdown Structure (WBS)
Sep 28 & Oct 1, 2018 44
Create a WBS for following project:
High-Performance Rotary Wing (HPRW) Project
OR
Create a WBS for following your own Capstone Project
NOTE: This is a group exercise.
ObtainAircraftCertificationofAirworthiness
PrepareAircraft forDelivery
DeliverAircraft to theCustomer
Enter theAircraft intoService
Finalize 3D Design
CompleteInstallationDrawings
Finalize CertificationPlan
Complete ToolingBuild
ProduceComponents
Complete FirstArticle Inspection
Prepare WorkBooksSep 28 & Oct 1, 2018
1.3.1 Work Breakdown Structure (WBS)Exercise #2 - EXAMPLE: WBS for Bombardier AircraftConfiguration Project
New Aircraft Configuration
PROJECTLAUNCH
PRELIMINARYDEFINITION
PRODUCTCERTIFICATION
45
PROGRAMCOMPLETION
PRODUCTDEFINIT. RELEASE
Complete CRM
Complete DCP
Obtain SoftMaterialDefinition
Obtain PaintSchemeDefinition
ObtainTranslationRequirements
CompleteCRWS’s
CompleteInterface ControlDrawings forInteriors
Complete WiringSchematics
CompleteElectrical LoadAnalysis
CompletePreliminary TestRequirements
Complete PDR
UpdateInterface ControlDrawings forInteriors
Complete SourceControl Drawings
Complete WiringDiagrams
Complete CATIA3D Modeling
CompletePreliminaryCertification Plan
Complete CDR
DETAILDEFINITION
CompleteComponent LevelTesting
Complete AircraftBuild
Complete FirstArticle Installation
Complete AircraftLevel Testing(Projects)
Complete SOC’s
Complete All FTP,Ground and FlightTesting
ACRONYMS:CRM - Customer Requirement MatrixDCP – Design Change ProposalCRWS – Change Request Work StatementSOC – Statement of ComplianceFTP – Functional Test Procedure
1.3.1 Exercise #2: WBS for Carleton HPRW Project***HINTS:
A - Complete Flight Data Analysis E – Obtain Flight PermitB - Complete Machine Shop Training F - Approve Drawings for New AirframeC – Install New Airframe G – Prepare Final ReportD - Select Flight Test Location H - Complete Propeller Solid Model
***Enter the appropriate letter in the space provided.
High-Performance RotaryWing (HPRW) Project
TRAINING &THEORY
MODELING &EVALUATION
FLIGHT TESTPREPARATIONS
BASELINE TEST& ANALYSIS
DESIGNCHANGES
BUILD & TESTPREPARATIONS
DRONE RACE &REPORT
Complete (C.)WHMISTraining (T.)
C. Work Health& SafetyAwareness
C. BatterySafety T.
C. Wind TunnelOperations T.
C. Pilot T.
ResearchMaterials
Complete (C.)CATIA DroneModeling
C. CofGAnalysis
C. TestingCircuit Design
Complete TestProcedure
C. Wind TunnelTesting
C. AvionicsEvaluation
Review TC UAVregulationsand CARs
Develop List ofPossible FlightLocations
CompleteSFOCApplication\
Obtain LiabilityInsuranceCertificate
CompleteAerodynamics& PropulsionDesign Changes
Optimize Solid& CFD Model
CreateDrawings forNew Airframe
CompleteAvionicsModifications /Improvements
ManufactureNew Airframe
Order &Receive newAvionics Parts
Install AvionicsModifications
CompleteDrone Build
Obtain LiabilityInsuranceCertificate
Obtain FlightPermit
CompletePreliminaryFlight Test
Perform FinalAdjustments
Complete Race
Analyze FlightData
Determine theCompetitionWinner
Submit FinalReport
DevelopChecklists
IdentifyBenchmarkingCriteria
Develop FlightTest Plans
Complete TestCards
CompleteFlight Testing
Complete CFDPropellerModeling
Prepare FallReportSubmit FallReport
AB
C
D
E
F
G
H
46
ACRONYMS:SFOC – Special Flight Operations CertificateCAR – Canadian Aviation RegulationCFD - Computational Fluid Dynamics
High-Performance RotaryWing (HPRW) Project
TRAINING &THEORY
MODELING &EVALUATION
FLIGHT TESTPREPARATIONS
BASELINE TEST& ANALYSIS
DESIGNCHANGES
BUILD & TESTPREPARATIONS
DRONE RACE &REPORT
Complete (C.)WHMISTraining (T.)
C. Work Health& SafetyAwareness
C. BatterySafety T.
C. Wind TunnelOperations T.
C. MachineShop T.
C. Pilot T.
ResearchMaterials
Complete (C.)CATIA DroneModeling
C. PropellerSolid Model
C. CofGAnalysis
C. TestingCircuit Design
Complete TestProcedure
C. Wind TunnelTesting
C. AvionicsEvaluation
Review TC UAVregulationsand CARs
Develop List ofPossible FlightLocations
Select FlightTest Location
CompleteSFOCApplication\
Obtain LiabilityInsuranceCertificate
Obtain FlightPermit
DevelopChecklists
IdentifyBenchmarkingCriteria
Develop FlightTest Plans
Complete TestCards
CompleteFlight Testing
CompleteFlight DataAnalysis
Complete CFDPropellerModeling
Prepare FallReportSubmit FallReport
CompleteAerodynamics& PropulsionDesign Changes
Optimize Solid& CFD Model
CreateDrawings forNew Airframe
ApproveDrawings forNew Airframe
CompleteAvionicsModifications /Improvements
ManufactureNew Airframe
Install NewAirframe
Order &Receive newAvionics Parts
Install AvionicsModifications
CompleteDrone Build
Obtain LiabilityInsuranceCertificate
Obtain FlightPermit
CompletePreliminaryFlight Test
Perform FinalAdjustments
Complete Race
Analyze FlightData
Determine theCompetitionWinner
Prepare FinalReport
Submit FinalReport
1.3.1 Work Breakdown Structure (WBS)Exercise #2: WBS for Carleton HPRW Project – Possible Solution
Sep 28 & Oct 1, 201847
Sep 28 & Oct 1, 2018
1.3 Project Planning1.3.2 Activity Duration Estimating
• Duration is the actual amount of time spent working on theactivity, including elapsed time.
• Effort (work) is the number of work days or work hours requiredto complete the task.
• Example: For 5 days, each day we test one specimen for 2 hours,but it takes 20 hours to condition the specimen in a chamber.
• Duration is 5 days.• Effort (work) is 10 hours.• Elapsed time is time specimen spends in a conditioning
chamber.
DAY 1 DAY 2 DAY 3 DAY 4 DAY 52 hours 2 hours 2 hours 2 hours 2 hours
= DURATION
= WORK
48
Sep 28 & Oct 1, 2018
1.3 Project Planning1.3.3 Dependencies - Activity Sequencing
Start Modeling and AnalysisA: Complete CATIA Drone Modeling– 10dB: Complete Propeller Solid Model – 5dC: Complete Testing Circuit Design – 5dD: Complete Test Procedure – 2dE: Complete CofG Analysis – 2dF: Complete Wind Tunnel Testing – 5dG: Complete Avionics Evaluation – 5dEnd Modeling and Analysis
WORKING IN PARALLEL
Start Test PreparationsH: Review TC UAV Regulations & CAR’s – 10dI: Develop List of Possible Flight Locations – 3dJ: Select Flight Test Location – 1dK: Obtain Liability Insurance Certificate – 10dL: Complete SFOC Application – 5dM: Obtain Flight Permit – 15 dEnd Test Preparations
Network Diagram (also referred to as a PERTchart) is a schematic display of the logicalrelationships among project activities. 49
S E
S
H = 10 d
I = 3 d J = 1 dK = 10 d
L = 5 d M =15 d
E
AEFG = 22 d BEFG = 17 d CDFG = 17 d
HLM = 30 d HK = 20 d IJK = 14 d
MILESTONE!
predecessor successor
A = 10 d
B = 5 d
C = 5 d D = 2 d
E = 2 dF = 5 d G = 5 d
CRITICAL PATH
Sep 28 & Oct 1, 2018
1.3 Project Planning1.3.4 Microsoft Project Gantt Chart Example
50
Critical Path represents the shortest time in which a project can be completed. Ifone or more activities on this path take longer than planned, the project will slip.
Sep 28 & Oct 1, 2018
1.3 Project Planning1.3.5 Microsoft Project Calendar
51
1. SET UP THE PROJECT CALENDAR
2. SELECT THE PROJECT CALENDAR
There are different calendars that could be assigned to overall project, a task or aresource. Holidays and vacations are entered prior to resource assignment, so MSProject can calculate properly.
Block the non-working timefor the whole project for
proper scheduling.
Sep 28 & Oct 1, 2018
1.3 Project Planning1.3.6 Microsoft Project Resource Sheet
52
4. ADJUST THE RESOURCEOR THE TASK CALENDAR
3. POPULATE RESOURCE SHEET
Block the non-workingtime for the individualresources for proper
scheduling.
Sep 28 & Oct 1, 2018
1.3 Project Planning1.3.6 Resources Sheet Example
53
Resource Sheet View – Define all resources required for a project. A resource doesnot have to be a person. It can also be a machine that you will be utilizing to do thework.
Example
Sep 28 & Oct 1, 2018
1.3 Project Planning1.3.7 Resources Usage Example
54
Resource Usage View – If resource name gets red, it signals that it is booked overhis/hers maximum available time. Check and perform resource leveling.Resource leveling is a technique that overlooks resource allocation and resolvespossible conflict arising from over allocation. It is considered one of the key elementsto resource/capacity management.
Example
1.3. Project Planning1.3.8 Carleton - Multi-Year Project Planning
55
PROJECT
ONGOING PROJECT TASKS: project management, meetings, website management,configuration management, design integration, technical papers, data management
YEAR 1
YEAR 3
YEAR 2
YEAR 4
YEAR 5
Sep 28 & Oct 1, 2018
• Since the WBS is a graphic, there is apractical limit to how much detailedinformation can be included in eachelement.
• We can solve this problem by using ashort title and a numbering scheme onthe graphic in the WBS and providingmore detail regarding these WBSelements in the WBS dictionary.
Sep 28 & Oct 1, 2018 56
InitiatingProcesses
ClosingProcesses
PlanningProcesses
ExecutingProcesses
Monitoring &ControllingProcesses
Sep 28 & Oct 1, 2018 57
1.4 Project Execution, Monitoring andControlling – Learning Goals
At the end of this module you will understand:
- What are some elements of Project Execution- Why is Monitoring and Controlling important- What is Communication Management- What is Risk Management- What are Negotiation and Conflict Resolution processes
Sep 28 & Oct 1, 2018 58
1.4 Project Execution and Monitoring & Controlling
InitiatingProcesses
ClosingProcesses
PlanningProcesses
ExecutingProcesses
Monitoring &ControllingProcesses
The Challenge of effective project management is to regularly monitor and measureprogress and recognize when corrective actions are necessary.
Sep 28 & Oct 1, 2018 59
1.4 Project Execution and Monitoring & Controlling
Build the Teamand Allocate
Responsibilities
Launch theProject – Start
positively
RiskManagement
Organizecommunication
systemProjectExecution Negotiate
effectively
Identify allStakeholders
Respect culturaldifferences
betweenstakeholders
Look for waysto use conflictconstructively
Adapt yourLeadership
style
The Challenge of effective project management throughout the project executionis to coordinate the people and other resources well.
Sep 28 & Oct 1, 2018 60
1.4 Project Execution and Monitoring & Controlling
Build the Teamand Allocate
Responsibilities
Execution Kick-Off – Startpositively
RiskManagement
Organizecommunication
systemProjectExecution Communicate
key information
Identify allStakeholders
Respect culturaldifferences
betweenstakeholders Look for ways
to use conflictconstructively
adapt yourLeadership
style
Project Execution Kick-Off- Invite Sponsor and ask him to greet the team, present
the project background and express his confidence inthe team
- Include the summary of project goal, anyperformance indicators and target figures
- Summarize milestones and identify associateddeliverables
- Present any risks and opportunities identified so far- Present the list of stakeholders …
Sep 28 & Oct 1, 2018 61
1.4 Project Execution and Monitoring & Controlling
Source:https://www.thebalancecareers.com/list-of-soft-skills-2063770
Sep 28 & Oct 1, 2018 62
1.4 Project Execution and Monitoring & Controlling
Build the Teamand Allocate
Responsibilities
Launch theProject – Start
positively
RiskManagement
Organizecommunication
systemProjectExecution Communicate
key information
Identify allStakeholders
Respect culturaldifferences
betweenstakeholders Look for ways
to use conflictconstructively
adapt yourLeadership
style
Build the Team1. Forming – team members introduced
2. Storming - confirm roles and responsibilities3. Norming - establish team ground rules and boundaries
4. Performing – teamwork to achieve goals5. Adjourning – celebrate success, learn from mistakes
and share the improved processes
Sep 28 & Oct 1, 2018 63
1.4 Project Execution and Monitoring & Controlling
Build the Teamand Allocate
Responsibilities
Launch theProject – Start
positively
RiskManagement
Organizecommunication
systemProjectExecution Communicate
key information
Identify allStakeholders
Respect culturaldifferences
betweenstakeholders Look for ways
to use conflictconstructively
adapt yourLeadership
style
Leadership Style1. Dictatorial – Making decisions alone, taking risks2. Analytical – Gathering all the facts, observing and
analyzing3. Opinion-Seeking – Asking stakeholders for opinion on
which to base the decisions4. Democratic – Encouraging team participation and
involvement in decision-making
Sep 28 & Oct 1, 2018 64
1.4 Project Execution and Monitoring & Controlling
Build the Teamand Allocate
Responsibilities
Launch theProject – Start
positively
RiskManagement
Organizecommunication
systemProjectExecution Negotiate
Effecitvely
Identify allStakeholders
Respect culturaldifferences
betweenstakeholders Look for ways
to use conflictconstructively
adapt yourLeadership
style
Communication
Sep 28 & Oct 1, 2018
1.4 Project Execution and Monitoring & Controlling1.4.1 Communication§ Communication Types:
- Formal - Verbal- Informal - Written
65
FormalWritten
FormalVerbal
InformalWritten
InformalVerbal
Complex Technical Issue P
Meeting P
Statement of Work P
Corporate Presentation P
Meeting Minutes P
E-mail P
Estimate P
DCP PDesign Proposal
Sep 28 & Oct 1, 2018
1.4 Project Execution and Monitoring & Controlling1.4.1 Communication
66
Dear Ms. Johnston:
Enclosed please findthe informationrequested during ourtelephonecommunication onApril 21st.…
FORMAL TONE
Good morning Susan:
Here is the informationyou requested duringour phoneconversation onFriday.…
CONVERSATIONALTONE
Hi Susan:
Hope all is well. Justsending along theinformation you askedfor. As I said on Fridayour team ….
INFORMAL TONE
Sep 28 & Oct 1, 2018
1.4 Project Execution and Monitoring & Controlling1.4.1 Communication
67
Exercise #3: Effective Business CommunicationThe summer student wants to ensure all Design Proposals are submitted forEngineering Change Board review in a timely fashion. The student just finished thedraft of an e-mail he plans to send to Design Proposal authors and asked you toreview it.
What will your feedback be? Will you ask him to improve the text, and how?
Sep 28 & Oct 1, 2018 68
1.4.1 Exercise #3: Effective Business CommunicationGood day all,
I would appreciate if Design Proposals requiring Engineering Change Board Review are sent two workingdays prior to the meeting (held on Thursday’s at 11am). Personally the latest (and I stress LATEST) I wouldwant these is Wednesday by noon. I hope you understand I have to review these and submit to Management.Once I receive the Board Agenda I will forward it in an e-mail to you. If you send a Design Proposal for BoardReview after this email is sent, chances are it will not be presented in the meeting and will be placed for thenext Board Review.
I know this will be somewhat of a struggle, unfortunately in order to make this process effective, I am askingthat Design Proposals are completed PROPERLY! For example, if signatures and hours are missing I will berejecting them. This will create unnecessary delay in approval of your proposal and you may end up havingto reschedule your milestones. And the situation will get even more complicated as for any milestone datechanges, approval will be required. I think that all of this is unnecessary, and can be prevented by simplysubmitting your Design Proposal two days prior to our Engineering Change Board Meeting.
Regards,Student Xyz
Sep 28 & Oct 1, 2018 69
1.4.1 Exercise #3: Effective Business CommunicationGood day all,
I would appreciate if Design Proposals requiring Engineering Change Board Review are senttwo working days prior to the meeting (held on Thursday’s at 11am). Personally the latest (and I stressLATEST) I would want these is Wednesday by noon. I hope you understand I have to review these andsubmit to Management. Once I receive the Board Agenda I will forward it in an e-mail to you. If you send aDesign Proposal for Board Review after this email is sent, chances are it will not be presented in the meetingand will be placed for the next Board Review.
I know this will be somewhat of a struggle, unfortunately in order to make this process effective, I am askingthat Design Proposals are completed PROPERLY! For example, if signatures and hours are missingI will be rejecting them. This will create unnecessary delay in approval of your proposal and you may end uphaving to reschedule your milestones. And the situation will get even more complicated as for any milestonedate changes, approval will be required. I think that all of this is unnecessary, and can be prevented bysimply submitting your Design Proposal two days prior to our Engineering Change Board Meeting.
Regards,Student Xyz
Sep 28 & Oct 1, 2018
1.4 Project Execution and Monitoring & Controlling1.4.1 Communication§ Communication
70
Sep 28 & Oct 1, 2018
1.4 Project Execution and Monitoring & Controlling1.4.1 Communication
§ Communication Model
Sender ReceiverMessage
Feedback
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1.4 Project Execution and Monitoring & Controlling1.4.1 Communication§ Communication Channels:
§ The more people involved in a project, the greater the numberof communication channels
§ Number of communication channels grows quickly as peopleare added to the project
72
The Challenge of effective project management is to ensure communication channels areopen and that cooperation happens. Continuous Monitoring and Controlling is essential.
MeetingFacilitation
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1.4 Project Execution and Monitoring & Controlling1.4.1 Communication§ Project Manager’s role:
§ Communication planning§ Information distribution§ Performance reporting§ Managing stakeholders
73
Meeting Minutes
Status Reporting
The Challenge of effective project management is to ensure effective communicationand prevent information overload.
Actions
ID Description Next Steps Responsible ECD Status1 Aaaaaaaaa Dec 1: Bbbb Izabella Dec 12 Open2 Cccccccccc Dec 1: Dddd Ramanan Dec 20 Open
Sep 28 & Oct 1, 2018 74
Build the Teamand Allocate
Responsibilities
Launch theProject – Start
positively
RiskManagement
Organizecommunication
systemProjectExecution Negotiate
effectively
Identify allStakeholders
Respect culturaldifferences
betweenstakeholders Look for ways
to use conflictconstructively
adapt yourLeadership
style RiskManagement
1.4 Project Execution and Monitoring & Controlling1.4.2 Risk Management
Sep 28 & Oct 1, 2018 75
1.4 Project Execution and Monitoring & Controlling1.4.2 Risk Management
Risk is an uncertain event or condition that, if it occurs, has a positive or negativeeffect on a project’s objectives (PMI, PMBOK Rev3)Risk is an undesired situation or circumstance that has both a likelihood ofoccurring and a potentially negative consequence (AS9100)
§ What is Risk?§ An event with some degree of uncertainty§ Positive risks are opportunities§ Negative risks are threats§ Materialized risk is an issue§ Risks are being assessed to offset any negative impact on
project and pursue any positive impact§ Risk Register should identify the risks, assess their probabilities,
impact and uncertainty
§ Objective:§ To be proactive & anticipate any events which may harm the
program so that actions may be taken to decrease the risk impact if /when they materialize.
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1. Identification
2. Analysis & Prioritization
3. Mitigation Plan Development4. Mitigation Plan Implementation5. Monitoring & Reporting6. Closing
Mitigation &Monitoring
Assessment
A
B
C
Identification Assessment Mitigation Closure
I M P A C T
Identification
1.4 Project Execution and Monitoring & Controlling1.4.2 Risk & Opportunity Management Strategy – Process
77
1.4 Project Execution and Monitoring & Controlling1.4.2 Risk Management§ Some Risks that may occur during Project Execution
Phase§ Change in scope§ Change in schedule§ Unskilled labour§ Material availability§ Strike§ Weather§ Change in Regulatory Requirements …
1 2 3 4 5
9
9
9
9
9
9
9
9
9
9
9
9
9
9
9
9
9
9
9
9
5
4
3
2
1
LIK
ELIH
OO
D
IMPACT
19 14 9 3 1
21 16 11 6 2
23 18 13 8 4
24 20 15 10 5
25 22 17 12 7
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1.4 Project Execution and Monitoring & Controlling1.4.2 Risk Management
78
Exercise #4: Risk AssessmentWhile planning your project, you became aware that Machine Shop is very busy atthe time you need your new components. You have also learned from other studentsthat sometimes the components get delayed up to 1 week, and you know that wouldshift your schedule to the right (Drone Build would be delayed) and subsequentlyaffect the end date of your project.
1) Perform risk assessment.2) Define mitigation plan.
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1.4 Project Execution and Monitoring & Controlling1.4.2 Risk Management
79
Exercise #4: Risk Assessment
CompleteDrone Build Complete
PreliminaryFlight Test
Perform FinalAdjustment
Obtain FlightPermit
Complete theRace
Prepare /Submit Final
Report
Complete 3DPrintedMissing
Component
PLAN5 DAYLAG
Sep 28 & Oct 1, 2018
1.4 Project Execution and Monitoring & Controlling1.4.2 Risk Management
80
Exercise #4: Risk Assessment – Possible Mitigation Actions
MITIGATINGACTION
MITIGATINGACTION
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No RiskHealth
Description Likelihood
Impact Mitigation Action ECD
1
?????? Low High
2
?????? Medium Low
3
?????? High Low
54 6
Likelihood 321
1 2 3 4 5Impact
• Identify risks sooner, rather than later.• Prioritize - Focus more on high likelihood /
high impact risks.
1.4 Project Execution and Monitoring & Controlling1.4.2 Risk Management
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1.4 Project Execution and Monitoring & Controlling1.4.3 Negotiation and Conflict Resolution
Build the Teamand Allocate
Responsibilities
Launch theProject – Start
positively
RiskManagement
Organizecommunication
systemProjectExecution Negotiate
effectively
Identify allStakeholders
Respect culturaldifferences
betweenstakeholders Look for ways
to use conflictconstructively
adapt yourLeadership
style
Negotiation andConflict
Resolution
Sep 28 & Oct 1, 2018
Conflict is a process in which one party perceives that itsinterests are being opposed or negatively affected by anotherparty.
Which vertical line is longer? Which smiley face circle is larger?
1.4 Project Execution and Monitoring & Controlling1.4.3 Negotiation and Conflict Resolution
83
The Conflict Process
RETREAT
RESOLVE
SITUATION
REACTION
CHOICE OUTCOME
The Choicehow thehandle theconflict isyours.
The Outcomedepends onyour choice:- Positive- Negative- Damaging- Productive
A conflict that is being ignored or run away from acts like a catalyzer for future projectissues and unplanned roadblocks. This applies to both, personal and intergroup conflicts.
1.4 Project Execution and Monitoring & Controlling1.4.3 Negotiation and Conflict Resolution
Sep 28 & Oct 1, 2018 84
The Challenge of effective project management is to encourage healthy conflict andmanage dysfunctional conflict.
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1.4 Project Execution and Monitoring & Controlling1.4.3 Negotiation and Conflict Resolution
Project Managers are constantly involved in negotiations, discussing scope, schedule,cost; discussing with project team members, upper management, Customers.
Budget Department A
Department BDistributive negotiations – asingle issue is being discussed.One person or group gains at theexpense of the other. Involves“win-lose” strategy.
Integrative negotiations – morethan one issue is being discussed.An agreement can be reached tosatisfy both parties. Involves“win-win” strategy.
Prior to negotiations, always do your “homework”. Both parties should be satisfied, sofuture business does not suffer.
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Sep 28 & Oct 1, 2018
1.4.3 Negotiation and Conflict ResolutionExercise #5 – Role Playing
CUSTOMER – SUPPLIER NEGOTIATIONS
An Aerospace Company is negotiating a sale of theproduct with Supplier A. Various aspects will benegotiated.
You will earn points depending on the outcome.Remember, think of your priorities. You have donevery well if you get 13 points.
You will be playing either a role of an AerospaceCompany or Supplier A.
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InitiatingProcesses
ClosingProcesses
PlanningProcesses
ExecutingProcesses
Monitoring &ControllingProcesses
5 Project Management Process Groups
88
1.5 Project Closing
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1.5 Project Closing – Learning Goals
At the end of this module you will understand:
- Why is it important to hold a formal project close outmeeting- Why do we publish lessons learned- How do we know the project was successful
Sep 28 & Oct 1, 2018
1.5 Project Closing
Project Closing is the process of finalizing all activities across all of the project processgroups to formally close the project or phase.
… is performed upon:- Successful completion or- Project cancelation
Main output:- Project product, service or result
Milestones:- Close-Out Meeting- Contract Closures- Lessons Learned
90
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Discussion: What constitutes Project Success?
91
1.5. Project ClosingProject Success Criteria
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Discussion: What constitutes Project Success?
92
1.5. Project Closing1.5.1 Project Success Criteria
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1.5. Project ClosingExercise #6 – Compare Success of 3 Project
It is the end of the quarter and three projects of high significance were closed inthe last few months. Your team has been asked to select the best project.
Please review the results shown below and discuss with your team which projectwas the most successful and why.
93
Project # Project Name EstimatedHours
ActualHours %
01234 Structural Enhancement 210 149 71.0%
34567 New Product Option 150 141 94.0%
56789 Installation Improvement 135 171 126.7%
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1.5 Project Closure1.5.2 Lessons LearnedLessons Learned Value:
- Incorporation of lessons learned into process assets- Improvement of existing processes- Building on existing successes- Turning mistakes into future successes
94
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1.5 Project Closure1.5.2 Lessons Learned
Lessons Learned Value:
- Incorporation of LL into process assets- Improvement of existing processes- Building on existing successes- Turning mistakes into future successes
When?
- Project completed- Project cancelled- Project phase completed- Project handover to a different team
95
1.5.2 Example - Team Lessons Learned Workshop
Accomplishments:- Exceptional team work- Active communication- Cross-team learning experience- Transfer of knowledge- Change in project learning
culture- Creation of ‘learning to learn’
cycle
Initiative to:- incorporate lessons into process
assets- enrich existing processes- turn mistakes into successes
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PROJECT
ONGOING PROJECT TASKS: project management, meetings, website management,configuration management, design integration, technical papers, data management
YEAR 1
YEAR 3
YEAR 2
YEAR 4
YEAR 5
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• The importance of standardization andhousekeeping.
1.5 Project Closure1.5.2 Project Handover to Next Year Students
Sep 28 & Oct 1, 2018
1.5.2 Lessons Learned - What Went Wrong?§ http://en.wikipedia.org/wiki/Sampoong_Department_Store_collapse§ The Sampoong Department Store (삼풍백화점; 三豊百貨店) collapse was a
structural failure that occurred on June 29, 1995 in the Seocho-gu district ofSeoul, South Korea. The collapse is the largest peacetime disaster in SouthKorean history – 502 people died and 937 were injured.
1986: Design 4-storey residentialapartment building
1987: Startedconstruction of theSampoongDepartment Store
Support Columns ina way to installescalators; theoriginal contactorrefused to proceed.New one hired.
Concrete columnswere f60cminstead of f80cm;had 8 instead of 16steel reinforcementbars
1989: Workcompleted.1990: SampoongDepartment Storeopened.
Add 5th floor –Skating Rink
Plans for 5th floorchanged to add 8restaurants instead
Contractor hiredadvised thestructure would notsupport anotherfloor.
New Contractorhired thatcompleted thework.
A/C unit installedon the roof, load 4Xthe design limit
1993: Due to Noisecomplaints, A/Cunit moved to theother side of thebuilding
Instead of crane,A/C Unit wasdragged across theroof on rollers
A/C Unit vibration,radiated throughthe cracks
When installing fireshields around theescalators, columnscut further,reducing thestrength.
1995: Buildingcollapsed.
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You should now have a basic understanding of:
- What is project management- What are the roles of project manager- What are project management process groups- What are project management knowledge areas- What are typical constraints on the project- What are typical key roles on a project- The importance of Monitoring and Controlling- Communication management- Risk management- Negotiation and conflict resolution processes- Lessons learned
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2. SUMMARY AND RECOMMENDATIONS
101
PROJECT INITIATIONNOTE: This could apply to the phase initiation, as you are acceptingthe project from the previous project team.
Select your PMDefine and Agree:• What is the purpose of theproject?• What is the product, service orresult that we are trying toachieve?• What is the project successcriteria?
Create ProjectOrganization Chart
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2. SUMMARY AND RECOMMENDATIONS
102
PROJECT PLANNINGNOTE: This could apply to the phase planning, as you have acceptedthe project from the previous project team.
Answer your twoquestions:
1. WHAT?2. HOW?
Prepare WBS
- Estimate DurationandDependencies foryour tasks
- IdentifySignificantMilestones
Prepare Schedule
Make sure yourproject informationfolder is organizedand create a table ofcontents. Sameapplies to CAD datamanagement.
Project 12345Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
MAJOR PROJECTMILESTONES
GROUP 1Focal: ?
GROUP 2Focal: ?
GROUP 3Focal: ?
GROUP 4Focal: ?
GROUP 5Focal: ?
GROUP 6Focal: ?
GROUP 7Focal: ?
GROUP 8Focal: ?
Q1-17 Q2-17 Q3-17 Q4-17 Q1-18
??? ??? ???
???
??? ??? ??? ???
???
???
???
???
????
???
???
??????
Sep 28 & Oct 1, 2018 103
LEGEND STATUS LEGEND MILESTONESON SCHEDULE ON SCHEDULE
RISK OR OPPORTUNITY COMPLETED
ROADBLOCK OR LATE LATE
EXAMPLE – SWIM LANE TEMPLATE
Don’t forget to enter major project milestones:i.e. major design reviews, report submissions, etc.
Sep 28 & Oct 1, 2018
2. SUMMARY AND RECOMMENDATIONS
104
PROJECT EXECUTION, MONITORING & CONTROLLINGProject Execution Kick-Off- Invite Sponsor and ask him to great the team, present the project background and express his confidence in the team- Include the summary of project goal, any performance indicators and target figures- Summarize milestones and identify associated deliverables- Present any Risks and Opportunities identified so far- Present the list of Stakeholders …
Adopt leadership styles, as required…Dictatorial / Analytical / Opinion-Seeking / Democratic
Prepare Communication Plan:- How often would you meet regularly- What are your major design reviews- Define high level project visibility- Define working level communication- Have action item register- Record and publish meeting minutes- Communicate effectivelyà always seek
feedback
Identify and manage your risks early:- Create and maintain risk register: ID, Description, Impact,
Likelihood, Mitigation Plan, Risk Owner, Status- Focus on high impact / high likelihood risks
Negotiate effectively and resolve conflicts- Encourage healthy conflicts and manage dysfunctional conflicts- Come prepared for negotiations
Sep 28 & Oct 1, 2018 105
No RiskHealth
Description Likelihood
Impact Mitigation Action ECD
1
?????? Low High
2
?????? Medium Low
3
?????? High Low
54 6
Likelihood 321
1 2 3 4 5Impact
EXAMPLE – RISK REGISTER TEMPLATE
• Identify risks sooner, rather than later.• Prioritize - Focus more on high likelihood /
high impact risks.
Sep 28 & Oct 1, 2018 106
EXAMPLE – ACTION ITEM REGISTER TEMPLATE
• Don’t forget to keep closed items. You can have aseparate tab in excel spreadsheet. History.
• You can rotate who updates the register.• Date your discussions / actions.• Start your actions always with the verb.
ITEMNO PA
RK
E
TITLE DESCRIPTION ACTION OWNER DATEOPENED ECD ACD STATUS / NOTES
1.000.01.001 DESCRIBE THE ISSUE 11/27: NSJDSDJKSHDKJHSK
11/20:DSKHDKSHDKSAHNAME 13-Nov-17 5-Dec-17
1.002
2.000.0
2.0012.002
3.000.0
3.0013.002
4.000.04.0014.002
GENERAL
OTHER TECHNICAL DISCUSSIONS
SCHEDULE
CERTIFICATION
Sep 28 & Oct 1, 2018
2. SUMMARY AND RECOMMENDATIONS
107
PROJECT CLOSURENOTE: This could apply to the phase closing, as you are passing theproject over to the next year project team.
Prepare for closeout meeting:- Status the project scope, schedule and cost- Have you met your purpose, produced your
product and met your project successcriteria?
- If you are handing over the project:- Prepare checklists for project handover- Inform where project information is
stored
Conduct LessonsLearned meeting
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2. SUMMARY AND RECOMMENDATIONS
108
ENJOY THE PROJECT…
… AND NEVER FORGET
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3. Questions
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4. AppendixSome MS Project Hints - Planning1. Set up the Project Calendar
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4. AppendixSome MS Project Hints - Planning2. Set up the Project Information, choose project start date and Calendar
Sep 28 & Oct 1, 2018 114
4. AppendixSome MS Project Hints - Planning3. In File / Options change tasks to Auto Scheduled and Fixed Duration
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4. AppendixSome MS Project Hints - Planning4. Enter your Tasks from WBS. Use Intent Icons to move Subtasks
Sep 28 & Oct 1, 2018 116
4. AppendixSome MS Project Hints - Planning5. Set up Durations and Milestone Constraints.
Right click in this areaand select “Show Split”
Sep 28 & Oct 1, 2018 117
4. AppendixSome MS Project Hints - Planning6. Set up Durations and Milestone Constraints. Milestone has duration zero.
Work one task at thetime adding theduration. Milestoneshave zero duration.
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4. AppendixSome MS Project Hints - Planning7. Set up Durations and Milestone Constraints. Milestone has duration zero.
Sep 28 & Oct 1, 2018 119
4. AppendixSome MS Project Hints - Planning8. Set up Durations and Milestone Constraints. Milestone has duration zero.
Double click on number corresponding to milestone. Go to Advanced Tab. Set upby which date you should complete this milestone.
Under Notes tab, youcan add additionalinformation related to aparticular task. Thatcould be your WBSDictionary.
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4. AppendixSome MS Project Hints - Planning9. Set up your Resource Sheet
The hints provided in the Appendix arebasic. In this example we are notscheduling tasks based resourceloading and work hours requested, weare estimating duration in days.
If this was not the case, the durationwould not be entered (see steps 5 – 7).We would enter the number of hoursrequired for the task. Based on numberof hours required and percentageavailable, MS project would calculatethe duration.Example: 8 hour task done by 20%available resource would take 5 days, aseach day resource would work on thetask 1.6 hours.
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4. AppendixSome MS Project Hints - Planning10.Example – if not using estimating by Duration
If estimating duration based on hours required to complete the task, in your split view:• Change task type from Fixed Duration to Fixed Work• Select resource• Add work / effort required to complete the task• Then click OK
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4. AppendixSome MS Project Hints - Planning11.Assigned Resources
Resources are assigned, and all Red, as MS Project thinks all tasks are done at thesame time. We need to set up task dependencies.
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4. AppendixSome MS Project Hints - Planning12.Set up the dependencies: FS (finish-start), SS (start-start), FF (finish-finish).
SF (start-finish) is not used that often.
Resources are no more red.If you have extra time between the last task and the milestone for a chapter, you can add some lag on thetasks. Double-click on the dependency lines to adjust.
Double-click on 103 for Task 1 and go toPredecessors tab.
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4. AppendixSome MS Project Hints - Planning13.Add lag.
Double-click on the dependency lines to add lag or double-click on the task line item number and go toPredecessor tab.
Sep 28 & Oct 1, 2018 125
4. AppendixSome MS Project Hints – Execution, Monit. & Controlling14.Once you are happy with your schedule, save the baseline.
Sep 28 & Oct 1, 2018 126
4. AppendixSome MS Project Hints – Execution, Monit. & Controlling14. Insert column “% Complete”, update weekly and monitor your schedule
adherence.
If you have to reschedule tasks, you can re-baseline the schedule.
Note: In this simple example, the task dependences are FS and it continue like this. That is why there is nocritical path, as there is only one path.In case that you have a critical path, the tasks on the critical path will turn red (see next slide). Pay specialattention to those tasks, so they don’t get late.
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4. AppendixSome MS Project Hints – Execution, Monit. & Controlling15.Example Showing Critical Path
Make sure you are in Tracking Gantt View (change in the drop-down beside Gantt Chart icon).In case that you have a critical path, the tasks on the critical path will turn red.Pay special attention to those tasks, so they don’t get late.