akttap macalady principles of project management
DESCRIPTION
project management guideTRANSCRIPT
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Principles of Project Management
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Topics To Be Covered
• Principles • Knowledge Areas • Risk Management • Scheduling • Project Administra?on
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Basic Principles of Project Management
• What is Project Management • Project Management Process • Process Flow Charts
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What is a Project?
• A temporary endeavor undertaken to create a unique product or service.
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What is Project Management?
• The applica?on of knowledge, skills, tools, and techniques to project objec?ves to meet stakeholder needs and expecta?ons.
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Who are Stakeholders?
• Individuals and Organiza?ons • Ac?vely Involved in Project • Interests Affected by Project
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Leadership Skills
• Vision and Strategy • Establishing Direc?on • Aligning People • Communica?ng • Nego?a?ng • Mo?va?ng and Inspiring • Influencing Organiza?ons • Overcoming Barriers to Change
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Management Skills
• Planning • Finance and Accoun?ng • Personnel Administra?on • Technology • Organiza?onal Development • Delega?on • Team Building • Conflict Management • Solving Problems
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Communica?on Skills
• Wri?ng • Listening • Speaking • Presen?ng • Media Rela?ons • Mee?ng Management
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Project Phases
Ini?a?on
Planning
Execu?on
Control
Closeout
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The Key to Success?
• People!!!
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Project Management Knowledge Areas
• Integra?on Management • Scope Management • Time Management • Cost Management • Communica?ons Management • Quality Management • HR Management • Procurement Management • Risk Management
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Integra?on Management
• What is it? – Making choices about where to concentrate resources and effort
– An?cipa?ng poten?al issues – Addressing these issues before they become cri?cal
– Coordina?ng work – Making trade-‐offs among compe?ng objec?ves and alterna?ves
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Scope Management
• The process required to ensure that the project includes all of the work required, and only the work required, to complete the project successfully.
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Scope Management
• Scope Planning – How the project scope will be defined, verified, controlled, and how the WBS will be created and defined
• Scope Defini?on – Developing a detailed project scope statement as the basis for future project decisions
• Create WBS – Major project deliverables into smaller more manageable components
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Scope Management
• Scope Verifica?on – Acceptance of the completed project deliverables
• Scope Control – Controlling changes to the project scope
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Cost Management
The process involved in planning, es?ma?ng, budge?ng and controlling costs
• Cost Es?ma?ng – Developing an approxima?on of the costs of the resources needed to complete project ac?vi?es
• Cost Budge?ng – Aggrega?ng the es?mated costs of individual ac?vi?es or work packages to establish a cost baseline
• Cost Control – Controlling changes to the project budget
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Communica?ons Management
• The processes required to ensure ?mely and appropriate genera?on, collec?on, distribu?on, storage, retrieval, and ul?mate disposi?on of project informa?on
• Provides the cri?cal link between people and informa?on
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Communica?ons Management
• Communica?ons Planning – Determining the informa?on and communica?ons needs of the project stakeholders
• Informa?on Distribu?on – Making needed informa?on available to project stakeholders in a ?mely manner
• Performance Repor?ng – Status repor?ng, progress measurement, and forecas?ng
• Manage Stakeholders – Managing communica?ons to sa?sfy the requirements of and resolve issues with project stakeholders
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Quality Management Process to determine quality policies, objec?ves, and
responsibili?es • Quality Planning
– Iden?fying which quality standards are relevant to the project and determining how to sa?sfy them
• Perform Quality Assurance – Applying the planned, systema?c quality ac?vi?es to ensure that the project employs all processes needed to meet requirements
• Perform Quality Control – Monitoring specific project results to determine whether they comply with relevant quality standards and iden?fying ways to eliminate causes of unsa?sfactory performance
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HR Management Processes that organize and manage the project team
• HR Planning – Iden?fying and documen?ng project roles, responsibili?es, and
repor?ng rela?onships, as well as crea?ng the staffing management plan
• Acquire Project Team – Obtaining the human resources needed to complete the project
• Develop Project Team – Improving the competencies and interac?on of team members to
enhance project performance • Manage Project Team
– Tracking team member performance, providing feedback, resolving issues, and coordina?ng changes to enhance project performance
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Procurement Management
Processes to purchase and acquire the products, services, or results needed from outside the project team to perform the work
• Plan Purchase & Acquisi?ons – Determining what to purchase or acquire and determining when & how
• Plan Contrac?ng – Documen?ng products, services, and results requirements and iden?fying poten?al sellers
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Procurement Management
• Request Seller Responses – Obtaining informa?on, quota?ons, bids, offers or proposals
• Select Sellers – Reviewing offers, choosing among poten?al sellers, and nego?a?ng a wri[en contract with each seller
• Contract Administra?on – Managing the rela?onship between buyer and seller
• Contract Closure – Comple?ng and se[ling each contract
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Risk Management
The process of conduc?ng risk management planning, iden?fica?on, analysis, responses, and monitoring and control on a project.
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Risk Management
• Risk Management Planning • Risk Iden?fica?on • Risk Response Planning • Risk Monitoring and Control
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Risk Management Planning
• Deciding how to approach, plan, and execute the risk management ac?vi?es for a project
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Risk Management Planning Inputs • Enterprise Environmental Factors
– Risk and Risk Tolerance • Expressed in policy statements or ac?ons
• Organiza?onal Process Assets – Predefined approaches
• Risk categories • Common defini?ons • Standard templates • Roles & responsibili?es • Authority levels
• Project Scope Statement • Project Management Plan
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Risk Management Planning Outputs
• Risk Management Plan 1. Methodology – approach 2. Roles & Responsibili?es 3. Budge?ng 4. Timing 5. Risk Categories 6. Revised Stakeholders’ Tolerances 7. Repor?ng formats 8. Tracking
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Risk Iden?fica?on
• Determines which risks might affect the project and documents their characteris?cs.
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Risk Iden?fica?on Inputs • Enterprise Environmental Factors
– Published informa?on, commercial data bases, industry studies
• Organiza?onal Process Assets – Informa?on on prior projects
• Project Scope Management – Project assump?ons
• Risk Management Plan – Roles and responsibili?es
• Project Management Plan – Schedule, cost, quality management
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Risk Iden?fica?on Tools & Techniques
• Document Reviews – Plans, project files, specifica?ons
• Informa?on Gathering Techniques – Brainstorming, SWOT (strengths, weaknesses, opportuni?es & threats)
• Checklist Analysis • Assump?ons Analysis • Diagramming Techniques
– Flow charts
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Risk Iden?fica?on Outputs
• Risk Register – List of iden?fied risks – List of poten?al Risks – Root causes of risk – Updated risk categories
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Reference Risk Source
(How can the risk occur) Impact
(What is the impact of the risk occurring)
1
2
3
4
5
• Risk identification template
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Risk Response Planning
• The process of developing op?ons, and determining ac?ons to enhance opportuni?es and reduce threats to the project’s objec?ves
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Risk Response Planning Inputs
• Risk Management Plan – Roles & responsibili?es – Risk thresholds
• Risk Register – Priority list of project risks
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Risk Response Planning Tools and Techniques
• Nega?ve Risks – Avoid – Transfer – Mi?gate
• Posi?ve Risks – Exploit – Share – Enhance
• Threats & Opportuni?es – Acceptance
• Con?ngency Response Strategy
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Risk Response Planning Outputs
• Risk Register – Iden?fied Risks – Risk owners & assigned responsibili?es – Agreed upon response strategies
• Project Management Plan – Updates
• Risk-‐Related contractual Agreements – Insurance
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Risk Monitoring and Control
• The process of iden?fying, analyzing, and planning for newly arising risks, keeping track of the iden?fied risks and those on the watch list, reanalyzing exis?ng risks, etc.
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Risk Monitoring and Control Inputs
• Risk Management Plan – Assignment of People
• Risk Register • Approved Change Requests • Work Performance Informa?on • Performance Reports
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Risk Monitoring & Control Tools & Techniques
• Risk Reassessment • Risk Audits • Variance and Trend Analysis • Technical Performance Measurement • Reserve Analysis • Status Mee?ngs
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Risk Monitoring and Control Outputs
• Risk Register (Updates) • Requested Changes • Recommended Correc?ve Ac?ons • Recommended Preven?ve Ac?ons • Organiza?onal Process Assets (Updates) • Project Management Plan (Updates)
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Managing the Process
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Prepare Contract Documents
• Drawings • Specifica9ons • General Condi9ons of the Contract for Construc9on
• Supplementary Condi9ons • Special Condi9ons • Agreement between Owner and Designer/Contractor
• Addenda
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Project Adver9sement
• Invita9on to Bid • Request for Proposal • Request for Qualifica9ons
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Invita9on To Bid • Form of Bid • Name of the invi9ng authority • Nature of the work and its loca9on • Es9mated cost of work • Time limit • The availability of data and forms • Performance security • Informa9on regarding drawings • Last date, place and 9me of receipt of sealed bids • Reserva9on to reject bids
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Request for Proposals
• Things to think about in developing a RFP – Qualifica9ons – References – Solu9ons – Flexibility
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What Must an RFP Include
• Specifica9ons • Manner prices are to be submiQed • Contract and extension periods • Instruc9ons and informa9on • Evalua9on criteria • Designa9on of Confiden9al Informa9on
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Proposal Format • Title page
– Issuing Authority – Legal Ad Date – Title and Number – Proposal Due Date – Loca9on where proposals are to be received – Authorized Signature – Offeror Name
• Table of contents – Sec9ons – AQachments – Appendices – Exhibits
• Introduc9on and Key Dates – Terms and Acronyms – Introduc9on – Cancella9on – Significant Dates
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Proposal Format • Background and scope of work
– Background – Scope of work (objec9ve, strategy, func9onality)
• What is it you really need? • Strategy is the overall plan
– Responsibili9es – Contract Term
• Proposal Format and Content – Format – Content – Pricing – Excep9ons
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Proposal Format • Evalua9on criteria and contractor selec9on
– Total number of points – What makes up total points – May aQach score sheet to RFP – Minimum points to be listed as acceptable
• Special provisions – Proposal security – Pre-‐proposal conferences – Contract term and extension periods – Discussions with Priority-‐listed offerers – Confiden9al informa9on
• AQachments – Insurance Sample – Bid Bond Sample
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Adver9se Projects
• Newspaper • Internet
– Websites
• Select Bidders
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Bid Evalua9on
• Responsive – To be considered for award, a bid must comply in all material respects with the invita9on
• Non-‐Responsive – Fails to acknowledge receipt of amendments – Fails to complete Price Schedule – Fails to submit Bid bond – Adds any condi9ons or devia9ons – Price above limit set – Late bids