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    This is the html version of the filehttp://www.nercomp.org/data/media/Project%20Management%20SIG.Fischer.ppt.Google automatically generates html versions of documents as we crawl the web.

    ProjectManagement

    Dwight Fischer, CIO

    Plymouth State University

    Plymouth, New Hampshire

    Agenda

    Elements of Successful (andUnsuccessful) Projects in HigherEducation

    Tools of the Tradeo Project Chartero Work Breakdown Structureo Project Schedule

    http://www.nercomp.org/data/media/Project%20Management%20SIG.Fischer.ppthttp://www.nercomp.org/data/media/Project%20Management%20SIG.Fischer.ppthttp://www.nercomp.org/data/media/Project%20Management%20SIG.Fischer.ppthttp://www.nercomp.org/data/media/Project%20Management%20SIG.Fischer.ppthttp://www.nercomp.org/data/media/Project%20Management%20SIG.Fischer.ppthttp://www.nercomp.org/data/media/Project%20Management%20SIG.Fischer.ppt
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    o Project Budget Managing the Project

    Project Managers Role Managing Change Navigating the Politics of Change Resources for the Project Manager

    Presenter

    CIO at Plymouth State University Led major projects on three campuses

    of the University System of NewHampshire

    Instructor for University of Phoenixonline course in ProjectManagement

    Masters Degrees in Counseling andExecutive MBA

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    Why ProjectManagement?

    Todays complex environments requireongoing implementations Projectmanagement is a method and

    mindseta disciplined approach tomanaging chaos

    Projectmanagement provides a

    framework for working amidst persistentchange

    Themes Requested Alignment of projects to organizational

    mission, goals and objectives Resource conflicts; being spread too

    thin Organization: traditional vs a matrix, and

    how to get things done when you arenot in control

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    PM role; Supervisor of many, butmanager of none.

    Managing smaller projects and keepingtrack of them Being organized when organization is

    not your greatest strength

    Themes Requested

    Establishment of PM Office? Projects that initiate new work &

    responsibilities Developing effective work teams with

    individuals who dislike one another Getting realistic timeframes attached

    to project initiatives Controlling changes to development

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    Themes Requested

    How do we apply PM in highereducation, a culture not known forapplication of business-like methods

    Improvedchange management practices

    Getting vendors to follow up on their end

    of the deal Ideas around moving an operation to a

    new facility

    Themes Requested

    Projectmanagement as applied to anacademic library setting

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    ProjectManagement: Official

    Definition

    Aprojectis a temporaryendeavorundertaken to create a uniqueproduct or service. It implies

    o a specific timeframeo a budgeto unique specificationso working across organizational

    boundaries

    ProjectManagement: Unoffici

    al Definition

    Projectmanagementis about organization

    Projectmanagementis about

    changing peoples behavior

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    Projectmanagementis about

    decision making

    Project management is about

    creating an environment conducive to

    getting critical projects done!

    Why Projects Fail

    Failure to align project with

    organizational objectives Poor scope Unrealistic expectations Lack of executive sponsorship Lack ofprojectmanagement Inability to move beyond individual and

    personality conflicts Politics

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    Why Projects Succeed! Project Sponsorship at executive level Good project charter Strong projectmanagement The right mix of team players

    Good decision making structure Good communication Team members are working toward

    common goals

    Why this matters to YOU

    Most of us get to where we are by sometechnical or specific set of skills

    If you want to get things done, you needa good blend of

    o Business knowledgeo People management

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    o Knowledge of organizational politicso AND an area of technical expertise

    Those are the people that makethings happen!

    Laws ofProjectManagement

    No major project is ever installedon time, within budget, or with the

    same staff that started it. Yours willnot be the first.

    Projects progress quickly until theybecome 90% complete, then theyremain at 90% complete forever.

    When things are going well,something will go wrong.

    When things just cannot get anyworse, they will.

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    Project Planning and Implementation.

    by Abraham Shtub, Jonathan F. Bard, and Shlomo Globerson Copyright 1994 by Prentice-Hall, Inc.

    Laws ofProjectManagement

    When things appear to be goingbetter, you have overlookedsomething.

    No system is ever completelydebugged. Attempts to debug a

    system inevitably introduce newbugs that are even harder to find.

    A carelessly planned project willtake three times longer tocomplete than expected

    A carefully planned project willtake only twice as long.

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    Project teams detest progressreporting because it vividly

    manifests their lack of progress.

    Project Planning and Implementation.

    by Abraham Shtub, Jonathan F. Bard, and Shlomo Globerson Copyright 1994 by Prentice-Hall, Inc.

    Core ProjectManagement To

    ols

    Project Charter Work Breakdown Structure (WBS) Project Schedule Project Budget

    Project Charter

    What must be done?

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    o What are the required resources?o What are the constraints?o

    What are the short and long termimplications? Why do it? When must it be done? Where must it be done? Who does what?

    o Who is behind the project?o Who is funding the project?o Who is performing the work of

    the project?

    Project Charter

    Who What Where Why When

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    Handout

    Project Charter

    Project Goal & Objective Sponsor Stakeholders Timeline Resources required Deliverables

    Decision making Assumptions Risks Business process changes

    Project manager Project team Budget Signatures

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    Handout

    Assumptions

    Opportunity to put it all out thereo Challenges facing the projecto Implicationso Organizational historyo Political implicationso Impact to traditional powero Requirements of decision-making

    Write down what cannot be saido Keep it objective

    Case Study

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    Mojo College

    Handout

    Work Breakdown Structure

    Identify the major task categories Identify sub-tasks, and sub-sub-tasks Use verb-noun to imply action to

    somethingo Example: Getting up in the morning

    Hit snooze button Hit snooze button again Get outa bed Avoid dog

    Go to bathroom

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    Work Breakdown StructureCanoe Trip to

    Boundary Waters

    Arrange Travel

    Get Equipment

    Prepare Budget

    Plan Meals

    Schedule Flights to Mpls

    Rent Van

    Arrange Motel

    Schedule return flights

    Contact BW Outfitter

    Bring cooking gear

    Freeze dry food

    Assign Budget Person

    Get deposits

    Retain Receipts

    Pay for supplies

    Close-out trip

    Plan for

    Emergencies

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    Plan Activities

    Rent canoes

    Rent Tents

    Bring

    Sleeping Bags

    Bring

    Fishing Gear

    Prepare 7

    breakfasts

    Prepare 7 lunches

    Prepare 6 dinners

    Obtain

    emerg. #s

    Arrange

    contact at BW

    Bring

    emerg. flares

    Bring two

    first aid kits

    Bring CardsBring

    Joke book

    Bring scotch

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    Bring lights and

    waterproof

    matches

    Work Breakdown StructureCanoe Trip to

    Boundary Waters

    Arrange Travel

    Get Equipment

    Prepare Budget

    Plan Meals

    Schedule Flights to Mpls

    Rent Van

    Arrange Motel

    Schedule return flights

    Contact BW Outfitter

    Bring cooking gear

    Freeze dry food

    Assign Budget Person

    Get deposits

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    Retain Receipts

    Pay for supplies

    Close-out trip

    Plan for

    Emergencies

    Plan Activities

    Rent canoes

    Rent Tents

    Bring

    Sleeping Bags

    Bring

    Fishing Gear

    Prepare 7

    breakfasts

    Prepare 7 lunches

    Prepare 6 dinners

    Obtain

    emerg. #s

    Arrange

    contact at BW

    Bring

    emerg. flares

    Bring two

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    first aid kits

    Bring Cards

    Bring

    Joke book

    Bring scotch

    Bring lights and

    waterproof

    matches

    Work Breakdown StructureCanoe Trip to

    Boundary Waters

    Arrange Travel

    Get Equipment

    Prepare Budget

    Plan Meals

    Schedule Flights to Mpls

    Rent Van

    Arrange Motel

    Schedule return flights

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    Contact BW Outfitter

    Bring cooking gear

    Freeze dry food

    Assign Budget Person

    Get deposits

    Retain Receipts

    Pay for supplies

    Close-out trip

    Plan for

    Emergencies

    Plan Activities

    Rent canoes

    Rent Tents

    Bring

    Sleeping Bags

    Bring

    Fishing Gear

    Prepare 7

    breakfasts

    Prepare 7 lunches

    Prepare 6 dinners

    Obtain

    emerg. #s

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    Arrange

    contact at BW

    Bring

    emerg. flares

    Bring two

    first aid kits

    Bring Cards

    Bring

    Joke book

    Bring scotch

    Bring lights and

    waterproof

    matches

    Work Breakdown StructureCanoe Trip to

    Boundary Waters

    Arrange Travel

    Get Equipment

    Prepare Budget

    Plan Meals

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    Schedule Flights to Mpls

    Rent Van

    Arrange Motel

    Schedule return flights

    Contact BW Outfitter

    Bring cooking gear

    Freeze dry food

    Assign Budget Person

    Get deposits

    Retain Receipts

    Pay for supplies

    Close-out trip

    Plan for

    Emergencies

    Plan Activities

    Rent canoes

    Rent Tents

    Bring

    Sleeping Bags

    Bring

    Fishing Gear

    Prepare 7

    breakfasts

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    Prepare 7 lunches

    Prepare 6 dinners

    Obtain

    emerg. #s

    Arrange

    contact at BW

    Bring

    emerg. flares

    Bring two

    first aid kits

    Bring Cards

    Bring

    Joke book

    Bring scotch

    Bring lights and

    waterproof

    matches

    Work Breakdown StructureSystem Hardware Replacement

    RFP Development

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    Vendor Selection

    Hardware Implementation

    Staff Training

    Needs Assessment

    Needs Analysis

    Write RFP

    Finalize with Purchasing

    Research Vendors

    Research Sites

    Select Vendors to mail RFP

    Review Proposals

    Identify training Plan

    Schedule Training

    Train

    Schedule Installation

    Prepare Site

    Arrange Vendor Support

    Rank Proposals

    Recommendation

    Configure System

    Install System

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    Handout

    Work Breakdown StructureSystem Hardware Replacement

    RFP Development

    Vendor Selection

    Hardware Implementation

    Staff Training

    Assess Needs

    Analyze Needs

    Write RFP

    Finalize with Purchasing

    Research Vendors

    Research Sites

    Select Vendors to mail RFP

    Review Proposals

    Identify training Plan

    Schedule Training

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    Train Sysadmins

    Schedule Installation

    Prepare Site

    Arrange Vendor Support

    Rank Proposals

    Make Recommendations

    Configure System

    Install System

    Handout

    Work Breakdown Structure

    Requires structured brainstorming

    Project Schedule Tools

    Many tools available

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    o Microsoft Projecto Many more specialized softwareo

    www.dotproject.neto Excel

    Most importanto Monitor taskso Gantt views ofproject

    one page views for executives

    rollout and more complex views for workteams

    o Critical Pathso Inputs from multiple teams that roll

    up to project managero Dependencies

    o

    Resources assigned to tasks

    Project Schedule

    Handout

    http://www.dotproject.net/http://www.dotproject.net/http://www.dotproject.net/
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    Project Schedule

    Handout

    Critical Paths

    Milestones that impact downstreammilestones and the overall timelineofproject

    If you miss a Critical Path, theentire project is delayed, or

    You have to make up ground ondownstream critical paths

    Project Budget

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    Direct Costs Indirect Costs

    Ongoing costs

    Project Budget

    Direct Costso Hardwareo Softwareo Contractor fees

    Estimated hours Hourly Rates per contractor Various contractor rates

    o Trainingo Fanfareo Other

    TOTALS

    Indirect Costs

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    o Your peoples time and effort Estimated time on project

    Estimated cost based on hourlyrateo Others time and efforto Opportunity cost

    What projects or tasks are NOTgoing to get done in order to get

    this projectdone?

    Year 1

    Year 2

    Year 3

    Managing the Project

    Triple Constraint Five Stages Project Manager Role Decision Making Structure

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    Communication Plan Meeting Management

    Team Development Navigating Organizational Politics

    Triple Constraint

    Time

    Resources

    Scope/quality

    Risk?

    Five Stages

    ofProjectManagement

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    ProjectManagement (in our industry) isdivided into five parts:

    Project charter development RFP Development and Process Planning & Design

    o Project team creationo Project kick-offo

    Planning (WBS, schedule)o Budget

    Implementation/construction Project termination, hand-off to

    operations mgt.

    Controlling Change Procedures

    Your Needs Assessment is your

    baseline document Establish process early for managing

    change orders

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    Original scoping should be thorough aspossible

    Any subsequent changes must bethoroughly vetted, a form should becompleted and members and executivesmust sign off

    Managing Change

    Project Managers RoleLead

    Define

    Plan

    Monitor

    Complete

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    Re-Plan

    Communicate

    Communicate

    Project Managers Role

    Leadership Organization Communication Finance

    Technical savvy Politicking Team building Praising Punishing

    Traditional Organization

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    President

    VP Academics

    VP Student Affairs

    VP Finance

    VP Development

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    Matrix Organization

    People Problems

    2/3 ofprojectproblems are peoplerelated

    You will find many operational leadersdemonstrate a just do-it mentality.

    While that may be effective in someenvironments, this is NOT effective inmanaging change.

    There will always be conflict over goalsand scope, resources and between

    departments You are likely to find a lack of

    understandingbasicprojectmanagementmethods

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    Some people will never get along

    So you want to be

    a Project Manager

    You used to be good friends with yourco-workers

    Project manager sandwich: pressurebetween co-workers and stakeholders

    The skills that brought you to this roleare no longer as vital; now you need

    new skills You used to be really good at your work

    From ESI International:Top Ten Reminders for New Project Managerswww.esi-intl.com/public/publications/html/20050801HorizonsArticle2.asp

    http://www.esi-intl.com/public/publications/html/20050801HorizonsArticle2.asphttp://www.esi-intl.com/public/publications/html/20050801HorizonsArticle2.asphttp://www.esi-intl.com/public/publications/html/20050801HorizonsArticle2.asphttp://www.esi-intl.com/public/publications/html/20050801HorizonsArticle2.asphttp://www.esi-intl.com/public/publications/html/20050801HorizonsArticle2.asp
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    Project Managers Key

    Strength

    Be the eye of the hurricane

    Strategies for ManagingChange

    Team Development

    Select the right playerso Complementary skillsetso Blend of technical and businesso Align with WBS

    Stages of Team Developmento Formino Stormin

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    o Normino Performin

    Formin Storminin theory

    Formin

    Stormin

    Normin

    PERFORMIN!

    Formin Storminin reality

    Formin

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    Stormin!

    Normin

    Performin

    Formin Storminin reality

    Formin

    Stormin!

    Normin

    Performin

    Consultants

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    Objective, skilled consultants canprovide a team foundation

    Consultants can address diceyorganizational issues For large projects, this approach is vital.

    Meeting Management

    Develop Ground Rules earlyo Assign facilitatoro Assign reporter and reporting

    structureo Start and end times, frequency of

    meetingso Frequency of meetingso Focus of meetings

    Information sharing? Agenda building Issues for substantive discussion

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    Suggested Ground Rules forMeetings

    Start/end times are real Agree to debate issues, not people Civility required Confidentiality? Reporting out

    o What is going to be reportedo What isnt

    Agree to bring all issues to the table

    Destructive Team Member

    Profiles

    The Tank: a person who dominates adiscussion or issue by brute force ofpersonality. When they present, they

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    speak as an authority. When dealingwith aprojectand defining new

    solutions, these types of people can bedestructive to the process of opendiscussion and consideration ofalternatives.

    o Solution : thank them for theiropinion, then ask if there are some

    other perspectives from other teammembers.

    Destructive Team MemberProfiles

    The Grenade: The conversation will begoing along fine and all of the sudden, a

    team member lobs out a discussion-ending comment.

    o Solution : Address the comment headon and suggest that the grenade

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    thrower refrain from comments thatwill upend conversation of

    alternatives.

    Destructive Team Member

    Profiles

    The Think-they-know-it-all: Much likethe tank.

    o Solution: Same as Grenade.

    Destructive Team Member

    Profiles

    The Maybe Person: This is the personwho cannot commit to any position orissue. They take refuge in ambiguity.

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    o Solution : On aprojectteam, youneed to help them commit. Give

    them simple alternatives and askthem to decide.

    Destructive Team MemberProfiles

    The No Person: This is your generalnaysayer. Nothing will work, no matterwhat.

    o Solution : Help to see that no is notan option. Define the alternatives.

    Destructive Team MemberProfiles

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    The Sniper: This is a destructive forcein a team. The Sniper tenders up

    negative comments within the team thatnegate or attack ideas.o Solution : address the behavior

    immediately and let them know thatcomments like that are unacceptablebased on team norms.

    Destructive Team Member

    Profiles The Yes Person: While less negative,

    this person is so agreeable that theynegate their influence through a lack ofobjective analysis. They are more eager

    to please than they are to offer objectivealternatives.

    o Solution : Point out that youappreciate their positive outlook, but

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    they need to explore options morethoroughly if they want to gain

    credibility with the group.

    Destructive Team Member

    Profiles

    The Traitor: Team member speaks verylittle in meetings, or sometimesdisagrees, and spends times out ofmeetings lobbying for alternative

    positions or arguing decisions made bythe team

    o Solution : Establish team rules earlythat state that issues are dealt within team meetings and this behavior

    is not acceptable. When it isuncovered, PM addresses it in themeeting or, if necessary, in private

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    Destructive Team MemberProfiles

    The End Arounder: Team member whogoes around team and PM to anothersupervisor or administrator and

    complains, lobbies or takes alternativepositions to team.

    o Solution : Identify the behavior inteam development and make itknown it is not acceptable. Get all

    administrators and supervisors tosuppress the behavior if it occurs.PM should call it when its seen andthe ProjectSponsor should nip it inbud.

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    Providing Feedback to Team

    Members

    Praise in public Punish in private

    Case Study

    Decision Making Structure

    Define Layerso Executiveo Project Managero

    Project Team Sub Teams

    Documentation

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    Levels of responsibility should be spelled out for eachgroup.

    Examples

    Execs will make all decisions on scope, schedule, personnel changes andbudget

    Project Mgt. team will make all decisions on team assignments, workallocations and management of vendors.

    Training team will make decisions about training requirements and schedulesof sessions.

    Decision Making

    Avoid consensus abuseo Consensus may be desired, but is

    not requiredo Lack of consensus does not mean

    no decisiono Projects force decisions by leaders

    Clarify who makes what decisions Establish structure for rapid decision

    making Communicate decisions

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    Log/track decisions for future reference While everyone may not agree with all

    decisions, its important that teammembersagree to support the decisions Get buy-in from sponsor and

    administrators preventing end arounds.

    Communication Plan

    Define stakeholders Develop communication plan

    o

    Identify talents for communication means of communication frequency of communication

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    Navigating the Politics of

    Change

    Know the environmento What are the overarching issues of

    your organization?o What are the pressing issues of the

    hour?o What will be the pressing issues of

    tomorrow?o How do you help others satisfy their

    needs?o What is the stake of others in

    yourproject? Identify a mentor

    ProjectManagement isChange

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    Project methodology is really aboutmanaging change

    o

    Change in current practiceso Developing new practiceso Getting people to change their

    behaviors How they do their work How they work together How they get the work of

    the project done Avoidance of paving the

    cowpaths PM is a mindset, a discipline, that can

    help your organization increaseeffectiveness and put order to chaos

    LimitationsofProjectManagement

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    PM works when there is buy-in for themethods and process

    It does not work wheno buy-in is lacking or there is not

    support for the methods byexecutives

    o end arounds are toleratedo influential players

    operate project business outsidethe project

    o decisions made by project teamsare not supported

    o charters, schedules and other work

    products of the team are notsupported

    Project Portfolio Management More common in disciplined IT

    organizations Manages projects that are

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    o Proposedo Approvedo

    In progress Requires organizational buy-in

    Additional Project Resources ESI Horizons www.esi-horizons.com Project Management Institute. www.pm

    i.org On Becoming a Technical Leader. by

    Gerald Weinberg On Becoming a Leader . by Warren

    Bennis Getting Past No . by William Ury Decision Traps . by Edward Russo

    http://www.esi-horizons.com/http://www.pmi.org/http://www.pmi.org/http://www.pmi.org/http://www.esi-horizons.com/http://www.pmi.org/http://www.pmi.org/