how to launch a project
TRANSCRIPT
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Effective Project Management:Traditional, Agile, Extreme
Presented by
(faci l i tator name)
Managing Complexi ty inthe Face of Uncertainty
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Using tools, templates, and processes to launch a
project
Recruiting the project team
Conducting the project kick-off meeting Establishing team operating rules
Managing scope changes
Managing team communications
Assigning resources Resource-leveling strategies
Finalizing the project schedule
Writing work packages
Summary of Chapter 6
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Recruiting the Project Team
Team Operating Rules Problem Solving
Decision Making Conflict Resolution
Consensus Building
Brainstorming
Team Meetings
Scope Change Management Process Communications Management Planning
Work Packages
Resource assignment
Finalize the project schedule
Tools, Templates & Processes Used to Launch a Project
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A project team is a group of professionals committed to
achieving common objectives, who work well together
and who relate directly and openly with one another to
get things done. Project team membership
Co-Project manager developer (chosen before Scoping)
Co-Project manager client (chosen before Scoping)
Core team (chosen before Planning)
Developer team (chosen before Launching)
Client team (chosen before Launching)
Contracted team (chosen after Launching)
What is a Project Team?
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Commitment
Shared responsibility
Flexibility
Task-oriented Ability to work within schedules and constraints
Willingness for trust and mutual support
Team-oriented
Open-minded Ability to work across structure and authorities
Ability to use project management tools
Characteristics of the Core Team
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Must understand their business unit processes
Must be able to make decisions and commitments for
their business unit
Client Team Members
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Commitment can be a problem
Quality of work may be poor
May require more supervision than core team
Little variance in times they are available Know less how their tasks relate to the project
Contract Team Members - Implications
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Assimilating
Diverging
Converging
Accommodating
Balancing a Team
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Quality
Flexibility
Coordination & Cooperation
Member satisfaction Member development
Possesses needed skills and competencies
Productivity
What Makes a Project Team Effective?
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Work methods and procedures
Knows appropriate technology
Associate attraction and retention
Staffing flexibility Service and product quality use
Rate of output
Decision making
Reduced staff support level Reduced supervision
Where Project Teams Can Improve
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Team Member Responsibilities
Open communication
Good listening skills
Shared goals
Positive outlook Creativity
Respect for others
Growth and learning
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Introductions
Sponsor Comments
Write the Project Definition Statement*
Establish team operating rules* Problem solving
Decision making
Conflict resolution
Consensus building
Brainstrorming Team meetings
Integrate team member availabilities into schedule*
Identify and write work packages*
* This working part of the meeting is for the members of project team
Kick-Off Meeting Agenda
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Expands the POS Project objectives
Assumptions, risks and obstacles
Project Definition Statement Contents
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As a basis for continued project planning
To clarify the project for the project team
As a reference that keeps the team focused in the
right direction As an orientation for new team members
As a method for discovery by the team
Project Definition Statement Purpose
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Delegation: RASCI Matrix
R= Responsible, accountable for successful completion
A= Needs to Approve decisions
S= Will provide Support for the R
C= Available to Coach and Consult
I= Needs to be kept informed of status
R
I
C
S
A
Confirm customer
approval of scope
Choose project team R
Define Budget R I
Plan project RS
Plan Kick-Off Meeting RI
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Expanded Variation of the RASCI Matrix
YEndB C7/14/117/16/117/14/11HarryD
NDA7/13/117/10/117/5/11CherylC
YDA7/13/11XXXX7/5/11BobB
YBStart7/2/117/3/117/1/11JackA
CommentsCP?Succ.Pred.Est.
End
End
Date
Start
Date
Task LeadTasks
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Problem solving
Decision making
Conflict resolution
Consensus building Brainstorming
Team meetings
Establishing Team Operating Rules
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1. Define the problem & the owner
2. Gather relevant data and analyze causes
3. Generate ideas
4. Evaluate and prioritize ideas5. Develop an action plan
Five Steps to Solving a Problem
Source: Creative Problem Solving and Opportunity FindingJ. Daniel Couger, 1995
Figure
06-01
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What has to be done and where?
Why should it be done?
How well must it be done?
When is it required? In what sequence?
How much will it cost?
What are the uncertainties? Who should do the job?
How should people be organized into teams?
How shall we know?
Decision Making Is Pervasive
Information Dissemination/Communication
Communication/Interpersonal Skills
Human Resources
Risk
Quality
Budget/Cost
Justification
Schedule
Scope
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Directive
Participative
Consultative
Decision Making Styles
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Conflict Resolution
Conflict is good.
I have a
different
idea!
Conflict is bad.
Ill win at
any cost!
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Conflict Resolution
Competing
(Domination)
Compromising
(Sharing)
Collaborating
(Integration)
Accommodating
(Appeasement)
Avoiding
(Neglect)
Assertive
CooperativeUncooperative
Nonassertive
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Consensus Building
Be careful--a consensus decision that equally
satisfies all parties may be a bad decisionafter all.
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Assemble individuals with knowledge of problem area
Throw any/all ideas on the table
Continue until no new ideas are uncovered
Discuss items on the list Solutions begin to emerge
Test each idea with an open mind
Brainstorming Method
Look for solutions that noindividual could identify but the
group may identify.
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What is your purpose?
How often? How long?
Who should attend?
Do we need an agenda? Are there minutes? Who takes them? Who gets them?
Team Meetings
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Before the Meeting Is the meeting necessary?
Determine the purpose of the meeting
Set the ground rules for the discussion Determine who really needs to be present and only
invite those people
Make notes and rehearse your presentation
Start and end the meeting on time
Guidelines for Managing Meetings
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During the Meeting Specify a time limit and stick to it
Identifying the specific objectives
Gather input from the participants Keep things moving
Use visual aids
Periodically summarize the results of the discussion in terms of
consensus achieved or disagreements still in progress
Assign action items to team members
Guidelines for Managing Meetings
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After the Meeting Time, place, and instructions for the next meeting
Time and place of the meeting and list of attendees with their
project role Agenda items discussed
Decisions reached or held for further studies
Action items and persons responsible for follow up and
reporting back to the team at the next meeting
Guidelines for Managing Meetings
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Daily status meetings
Problem resolution meetings
Project review meetings
Project Meetings
FrequencyLength
Purpose
Team Room
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15 minutes
Everyone stands
Only reporting on tasks open for work and not yet done
Status Im on plan
I am x hours behind schedule but have a plan to be caught up
by this time tomorrow
I am x hours behind plan and need help
I am x hours ahead of plan and available to help
Daily Status Meetings
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Only attended by those involved in the problem
Who owns the problem?
What is the resolution?
When will it be completed?
Problem Resolution Meeting Agenda
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Held at project milestone events
Project review panel
Formal presentation of project performance to date
Project Review Meetings
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Physical layout Variations Operational uses
Team War Room
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Typical Scope Change Management ProcessSubmit
change
request
Change
approved for
implementation
Request
impact study
Review
impact
study
Review
changerequest
Reject
RejectRework & Resubmit
Rework & Resubmit
Figure
06-02
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Scope Change Request FormProject Name
Change Requested ByDate Change Requested
Description of Change
Business Justification
Action
Approved By Date Figure06-03
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What is the expected benefit of the change?
How would the change affect the projects cost?
How would the change affect the projects schedule?
How would the change affect the softwares quality?
How would the change affect the projects resource allocation?
Can the change be deferred to a later stage of the project or a
later version of the software?
Is the project at a point when making the change would risk
destabilizing the software?
Project Impact Statement - Contents
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Accommodated within project resources and timelines
Accommodated but will require extension of deliverable schedule
Accommodated within the current deliverable schedule but
additional resources will be needed
Accommodated but additional resources and extension of
deliverable schedule will be needed
Accommodated with multiple release strategy and prioritization of
deliverables across release dates
Not accommodated without significant change to project
Project Impact Statement
Possible Outcomes
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Business needs change or are discovered during the
project
Scope change requests are expected
Project team will analyze the requests impact on theproject plan
Project impact statement will define alternatives for
accommodating the request
Client will choose the alternative to be followed Project manager will adjust project plan accordingly
and inform the client
Tips to help the client understand scope change
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A percentage (5-10%) of the project duration is set
aside as a time contingency for processing and
incorporating scope change requests.
Utilizing a Scope Bank to store prioritized functions andfeatures not yet integrated into the solution will help
manage management reserve.
Management Reserve
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Set up a scope request bank account with an initial
deposit of time (5-10% of total project work time) to be
used to process cope changes and adjust the
schedule. Utilize the Scope Bank to store prioritized change
requests not yet integrated into the solution.
Change requests can be handled at the end of a
project cycle or as needed.
Scope Bank
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Timing
Content
Choosing Effective Channels
Managing Team Communications
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Communications Management
The Process
Sender
Receiver
Generates
the idea
Encodes
the message
Decodesthe message
Checksthe meaning
Feedback
Transmits
through a channel
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One-to-one Conversations (in person and on the phone)
Meetings
Electronic E-mail messages
Websites
Databases
Written Memos
Letters
Documents
Reports
Two-way
One-way
Communications Management
Types
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Communications Management
Interfaces
Project
Manager
ClientTeam
Managers
ProjectTeam
Members
Sponsor
Public3rd Parties
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Assigning Resources
Figure
06-04
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Utilizing available slack
Shifting the project finish date
Smoothing
Resource-Leveling Strategies
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Further decomposition of tasks
Stretching tasks
Assigning substitute resources
Alternative Methods of Scheduling Tasks
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Launch the Project
Finalize Resources & Schedule
A1
3
C13
B1
2
C24
B2
2
C3
1
A22
M T W R F S S M T W R F S S
Duffy
Ernie
Fran
a1 a1 a1
b1 b1
a2 a2
b2b2 b2
c1 c1 c1 c2c2 c2 c3
c3
Figure
06-05
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Launch the Project
Work Packages
A Work Package is a brief description at the
subtask level that describes how a task will
be completed. It is a primitive project plan.
Work Packages should be written for:
Critical path tasks
High-risk tasks Tasks requiring scarce resources
Tasks with large duration variances
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Launch the Project Work Package Assignment Sheet
Figure
06-06
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Launch the Project Work Package Description Form
Figure
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