REMINDER

Check in on the COLLABORATE mobile app

I learned a lot about PM and P6 from a deck of cards…let’s play!

Prepared by:

Elaine Britt Krazer, PMP

P6 Lead for the Oracle Primavera Special Interest Group (OAUG)

Align Projects, LLC

A fun demo of PM and P6 principles using a deck of cards as an object lesson

Session ID#:

@KrazyMISC

Examine a common object, apply its business rules to P6 …see what happens

www.GetALife.com

It’s in the cards… AGENDA ■ Reporting ■ Scheduling ■ Managing

REPORTING

IT’S IN THE CARDS…

Reporting: Group and Sort ■ Sorting by attributes of

the cards: ▪ Court cards:

■ Nesting the attributes:

▪ Court Cards

Reporting: Group and Sort ■ Sorting by attributes of

the cards: ▪ Court cards:

■ Nesting the attributes:

▪ Court Cards ▪ AND Black

Reporting: Group and Sort ■ Sorting by attributes of

the cards: ▪ Court cards:

■ Nesting the attributes:

▪ Court Cards ▪ AND Black ▪ AND SPADES

Reporting: Group and Sort ■ Sorting by attributes in Primavera

▪ Resources ▪ Activities ▪ Projects

By using CODES

Reporting: Group and Sort ■ Sorting by attributes in

Primavera ▪ Resources

— Located in Dallas

Reporting: Group and Sort ■ Sorting by attributes in

Primavera ▪ Resources

— Located in Dallas

— AND Certified

Reporting: Group and Sort ■ Sorting by attributes in

Primavera ▪ Resources

— Located in Dallas

— AND Certified

— AND Available

Reporting: Group and Sort ■ Sorting by attributes in

Primavera ▪ Activities

Reporting: Group and Sort ■ Sorting by attributes in

Primavera ▪ Activities

— Safety-related

Reporting: Group and Sort ■ Sorting by attributes in

Primavera ▪ Activities

— Safety-related

— AND Onsite

Reporting: Group and Sort ■ Sorting by attributes in Primavera

▪ Projects — Portfolios: Construction Projects

— Filter: greater than $7M

— Strategic Analysis: Priority

SCHEDULING

Schedule some time to play cards while you are here…

Scheduling, planning and sequencing

■ Cards are scalable and flexible — Many ways to play

— Many games with own strategy

— Solitaire vs Multi Player

— Spoons—wild one, physical, throw all in at the end

— Bridge—formal, planned, smooth, detailed, reserved reward

Scheduling, planning and sequencing

■ Cards are scalable and flexible

— Many ways to play

— Many games with own strategy

— Solitaire vs Multi Player

— Spoons—wild one, physical, throw all in at the end

— Bridge—formal, planned, smooth, detailed, reserved reward

■ P6 is scalable and flexible (not complex) ▪ Earned Value, cost

loaded, resource loaded, milestones only, IMS

▪ Stand alone, enterprise or mix: EPPM vs PRO

▪ Turnarounds ▪ Capital Projects in

Healthcare or Services Industry

SPOONS!

BRIDGE

Scheduling, planning and sequencing

■ Successful at card playing requires strategy and monitoring ▪ Spades

— Pays attention to suit (attributes/dictionary) — Given what cards you are dealt (scope) — Estimate the winning hands (budget, planning) — Arrange your hand (organize, plan efficiency, ease of tracking) — Opening move (kickoff)

Scheduling, planning and sequencing

■ Successful at card playing requires strategy and monitoring ▪ Spades

— Measure progress against your bid (Baseline establishes Trump)

— Count/track what has been played (monitoring, progress tracking)

— Respond to other’s plays (changes, scope elaboration) — Adjust your play to respond to events (risk management)

HOW FAR IS IT TO DALLAS?

FREE GIFT TO THE ANSWER I WANT TO HEAR!

P6 Baselines Thank you Project Planet for pic!

BASELINES

■ Opening Bid, estimate or plan ■ Measure yourself against that plan—variance ■ New plan? Reaction to change…

Thank you TenSix for pic!

SEQUENCING

■ Just like cards, there is a sequence: 4, 5, 6, 7 ■ Hard logic

■ And even a chosen logic--Is the Ace a 1 or 11? ■ Soft Logic

Thank you PlannerTuts for pic!

SEQUENCING

■ Regardless of sequence, I can sort multiple ways as we saw with codes ▪ Doesn’t change the sequence ▪ Could be sorted within the suits, then other attributes ▪ Just like in P6, could be sorted by WBS, then other attributes

Scheduling, planning and sequencing

■ Successful at card playing requires strategy and monitoring ▪ Spades

— Pays attention to suit (attributes/dictionary)

— Given what cards you are dealt (scope)

— Estimate the winning hands (budget, planning)

— Arrange your hand (organize, plan efficiency, ease of tracking)

— Opening move (kickoff)

— Count/track what has been played (monitoring, progress tracking)

— Respond to other’s plays (changes, scope elaboration)

— Adjust your play to respond to events (risk management)

BUDGET LOG

■ Like a bet you record on the score sheet --not actual achievement and not dynamic

Thank you Oracle for pic!

What can a deck of cards say about… Managing a Project ■ Definition of a project

according to PMI A TEMPORARY ENDEAVOR UNDERTAKEN TO CREATE

A UNIQUE PRODUCT, SERVICE OR RESULT.

▪ Organization benefits ▪ Defined beginning and

ending ▪ Response required during

execution ▪ Statistically managed

■ Definition of a card game

A TEMPORARY ACTIVITY UNDERTAKEN TO CREATE

ENTERTAINMENT OR INCOME

▪ Personal beneficiary ▪ Defined beginning and

ending ▪ Response required during

execution ▪ Statistically driven

What can a deck of cards say about… Managing a Project ■ Deck of 52 has a defined

set of statistics to it, yet it has a randomness and an amount of risk ▪ Presents us with change

to which we must adapt ▪ Statistics can help us

diminish the risk ▪ Hands present new

opportunities to re-plan

■ Project Management ▪ Average project that is well

planned (>60% spent in planning, can have 68% successful completion of schedule.

▪ Using standard deviation scheduling, can obtain higher success rates (>95%)

▪ Stage gates present opportunities to re-plan

Source of change is limited to 52 random selections

Almost unlimited sources of change

What can a deck of cards say about… Managing a Project--Changes ■ Deck of 52

Cut the deck

Shuffle

■ Project Management ▪ Weather ▪ Stakeholders/Politics ▪ Regulations/Rules ▪ Customers/Quality ▪ Change requests

Source of change is limited to 52 random selections Almost unlimited sources of change

Which card most represents a scope change?

FREE GIFT TO THE ONE WHO ANSWERS CORRECTLY (OR WHO GIVES ME THE ANSWER I WANT! )

THE JOKER!

BWAHAHAHAHAHA!

What can a deck of cards say about… Managing a Project--Responses ■ Deck of 52

Count the cards Certain cards held for

contingency or late play Know the strategy for

the game and the opposition

Change the bet/stakes

■ Project Management ▪ Lessons learned ▪ Contingency planning ▪ Stakeholder management

and communications ▪ Strategic

planning/portfolio alignment

Source of change is limited to 52 random selections Almost unlimited sources of change

Some final quick observations-just for fun

■ Dissolve feature—sequence in tact but card is already played ▪ A-B-C, using delete leaves A- and -C ▪ But dissolve leaves A-C (no open ends)

■ Smart activity ID like suit ▪ Across projects (or decks) it also can allow extended sorts and

reports (Start Milestone is always MILE100 or Project Complete is ZZZ100

▪ Can then run a portfolio milestone report of end dates

Some final quick observations-just for fun

■ Summarize, ▪ Populates extended schema, ▪ Or in cards, like add up score and put on score sheet

■ Combo of fields used to id unique—not all in one field ▪ Activity Id plus code plus cost account—that combo adds up ▪ Just as suit, color and value add up to Queen of Hearts

■ Fragnets, WBS ▪ They organize the work into valuable, bankable deliverables and

are also consistent (template if you will ) ▪ In cards they are much like runs or books (Canasta); flush or

straights in Poker

Some final quick observations-just for fun

■ Craps—my favorite ▪ Most like spades in cards ▪ Roll, set a mark, hit mark to win ▪ Seven –most rolled (lose your money after a mark is set or win

until a mark is set) ▪ Six, Eight are next likely rolls…etc ▪ Statistically true

■ Standard deviation scheduling ▪ 68% change of hitting a well-planned date (or mark) ▪ During planning (until mark) you are fine, after that (execution)

must be as planned ▪ Can have 95%-97% chance of meeting marks if they are risk

adjusted, historically trended and statistically calculated (monte carlo, etc)

Thanks! Primavera gathering tonight in the bar across from Citizens –just past Starbucks, but before the casino…turn left at the body parts… only in Vegas!

■ Our purpose is to inform and educate our members on current and future functionality of Oracle Primavera products, while offering a forum for peers to share their experience and knowledge in the use of Primavera.

■ Educational opportunities across the Primavera product suite

■ Online Learning Series August 17th – September 4th

■ Call for presentation opening April 27th

■ Monthly Community Calls

■ 3rd Thursday of the month at 1:00 pm ET

■ Networking with other users within the Primavera community

■ Partnering with Oracle Primavera to meet the needs of our diverse membership.

■ Membership is open to anyone with an interest in the Oracle Primavera products, with no dues for membership. All members can vote on matters brought before the OPSIG. Membership requests may be reviewed by the OPSIG board.

OPSIG is the home for Primavera Users

Please complete the session evaluation We appreciate your feedback and insight

You may complete the session evaluation either on paper or online via the mobile app

Questions?

www.alignprojects.com Thank you!