2015-06-11 Managing Your IT Project Tips for Success

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<p> 1. Thrive. Grow. Achieve. Managing Your IT Project: Tips for Success Seth Zarny Raffa Partner Nate Solloway Raffa IT Manager Jay Fridkis Raffa Project Manager June 11, 2015 2. WHATS ON TAP Introductions About Raffa Managing Your IT Project: Tips for Success Setting expectations Defining scope Managing scope creep Resources and project management Coordinating hardware/software upgrades System configuration Data migration Sharing Real life experiences Questions Page 2 3. ABOUT RAFFA Largest Non-Profit Practice in Washington, DC Over 250 professional staff (approximately 70 in Outsourcing) dedicated to the nonprofit sector More professionals dedicated to the non-profit sector than our big four and local firm competitors More than 500 current non-profit clients; thousands over our history Nationally Recognized Top 100 largest accounting firms, 2013 and 2012 Top 10 Best of the Best managed accounting firms, 2012 7th Fastest Growing accounting firm, 2012 BDO Alliance Member Microsoft Gold ERP Competency Partner Page 3 4. MANAGING YOUR IT PROJECT There are a lot of moving parts involved in IT projects: Setting expectations and managing stakeholders Defining and managing scope Project management Coordinating hardware and software upgrades System configuration Data migration We will share with you our tips and tricks for managing a successful Information Technology project. Page 4 5. SETTING EXPECTATIONS Tips for Success Assess expectations Establish appropriate expectations Manage expectations Evaluate and redefine expectations Page 5 6. DEFINING PROJECT SCOPE Define scope using the following questions: Why are we doing this project? What is it's purpose and value? Where are we starting? Where will we be when we finish? When will we start? When will we deliver? How much will it cost? Elicit requirements from all customers and stakeholders. Define scope so that it is objective and measurable. Detail the scope definition over time using progressive elaboration. Page 6 7. MANAGING SCOPE CREEP The Project Manager must control scope creep and raise the issue with stakeholders as soon as possible. Understand the project requirements. Identify major and minor milestones within the project and put them on the timeline. Include a process for changing scope. Guard against gold plating. Page 7 8. STAFF RESOURCES AND STRONG PROJECT MANAGEMENT Ensure that your organization has the staff resources in place to see the project through to completion. Identify a dedicated project leader and committee for your implementation. Identify a team leader with strong project management skills. Page 8 9. COORDINATING HARDWARE/SOFTWARE UPGRADES Out of the box is great, customization is the enemy. Trust in best practices. Most staff arent snowflakes. You are not shopping for today, you are shopping for 5 years from now. Minimum requirements are meaningless. Page 9 10. SYSTEM CONFIGURATION Out of the box is wrong. Your intern cannot set this up. Specialists Hardening Page 10 11. DATA MIGRATION Staging Measure twice, Cut once Scheduling Is the big conference next week? When are paychecks produced? Vacation schedules! Page 11 12. SOFTWARE PROJECTS Managing stakeholders Different staff see different things Time constraints Management goals can differ from team capabilities Benefits of PMI approach Project Management PlanS Scope&gt;Budget&gt;Schedule&gt;Quality Page 12 13. SYSTEMS LIFE CYCLE Page 13 Identify Need/ Analyze Alternatives Concept Development Requirements Analysis Test Build Design Deliver Operations &amp; Maintenance Retirement &amp; Disposal 14. PROJECT PLANNING Project Charter Stakeholder Register Scope Statement Work Breakdown Structure (WBS) Project Plan components HR Communications Budget Risk Register &amp; plan Schedule Quality control Procurement May not need all, but choose wisely! Page 14 15. REAL LIFE EXPERIENCES What are your real life experiences? Page 12 16. QUESTIONS Page 16 </p>