08 - project monitoring and control
Post on 03-Jun-2018
226 Views
Preview:
TRANSCRIPT
-
8/12/2019 08 - Project Monitoring and Control
1/20
11
I T Matur i t y
S e r v i c e s
Project Management
08 Project Monitoring and Control
Malte Foegen
- 2 - 2007 wibas IT Maturity Services GmbHFor student use only
1 Project Monitoring and Control Overview
-
8/12/2019 08 - Project Monitoring and Control
2/20
22
- 3 - 2007 wibas IT Maturity Services GmbHFor student use only
Provide understanding of the projects progress
so that appropriate corrective actions can be taken when theprojects performance deviates significantly from the plan.
Monitor Projectagainst the Plan
(SG 1)
Manage CorrectiveActions to Closure
(SG 2)
Project-PlansProject Planning
- 4 - 2007 wibas IT Maturity Services GmbHFor student use only
Actual performance and progress of the project aremonitored against the project plan.
Monitor Project against the Plan(SG 1)
Monitor Project
Planning
Parameters(SP 1.1)
Monitor
Project Risks
(SP 1.3)
Monitor
Commitments
(SP 1.2)
Monitor Data
Management
(SP 1.4)
Monitor
StakeholderInvolvement
(SP 1.5)
Conduct
MilestonesReviews
(SP 1.7)
Conduct
ProgressReviews
(SP 1.6)
Project-PlansProject Planning
-
8/12/2019 08 - Project Monitoring and Control
3/20
33
- 5 - 2007 wibas IT Maturity Services GmbHFor student use only
Typical WP for Monitoring the Project against the Plan
Monitor Project against the Plan (SG 1)
SP 1.1 MonitorProject Planning
Parameters
1. Records of project
performance
2. Records ofsignificant deviations
SP 1.3 MonitorProject Risks
1. Records of projectrisk monitoring
SP 1.2 MonitorCommitments
1. Recordscommitment reviews
SP 1.4 Monitor DataManagement
1. Records of DataManagement
SP 1.5 MonitorStakeholder
Involvement
1. Records of
stakeholderinvolvement
SP 1.7 ConductMilestones Reviews
1. Documented
milestone reviews
results
SP 1.6 ConductProgress Reviews
1. Documented project
reviews results
Project-PlansProject Planning
- 6 - 2007 wibas IT Maturity Services GmbHFor student use only
Manage Corrective Actions to Closure
(SG 2)
Corrective actions are managed to closure when theprojects performance or results deviate significantly fromthe plan.
Analyse Issues
(SP 2.1)
TakeCorrective
Actions
(SP 2.2)
ManageCorrective
Actions
(SP 2.3)
Project-Plans
-
8/12/2019 08 - Project Monitoring and Control
4/20
44
- 7 - 2007 wibas IT Maturity Services GmbHFor student use only
Manage Corrective Actions to Closure
(SG 2)
Typical WP for Managing Corrective Actions to Closure
SP 2.1 AnalyseIssues
1. List of issues
needing Correctiveactions
SP 2.2 Take
Corrective Actions
1. Corrective actions
plan
SP 2.3 Manage
Corrective Actions
1. Corrective actions
results
Project-Plans
- 8 - 2007 wibas IT Maturity Services GmbHFor student use only
Relationships between Project Planning (PP) andProject Monitoring and Control (PMC)
Project Planning (PP) Project Monitoring and Control (PMC)
Plan & Track
SP 2.7 Establish the Project Plan
SP 1.1 Monitor Project Planning
ParametersTime Plan (PP SP 2.1) -
Costs, Effort (PP SP 1.4) -Attributes of the work results and
Duties (PP SP 1.2) -
Resources (PP SP 2.4)
Knowledge and Skills (PP SP 2.5)
Commitment Management SG 3 / SP 3.3 Obtain Plan Commitment SP 1.2 Monitor Commitments
Data Management SP 2.3 Plan for Data Management SP 1.4 Monitor Data Management
SP 2.1 Establish the Budget andSchedule
SP 1.4 Determine Estimates of Effort and
Cost
SP 1.2 Establish Estimates of WorkProduct and Task
SP 2.5 Plan for Needed Knowledge andSkills
Stakeholder Involvement SP 2.6 Plan Stakeholder Involvement SP 1.5 Monitor Stakeholder Involvement
Risk Management SP 2 .2 Ident ify Pro ject Risks SP 1 .3 Monitor Project Risiks
SP 2.4 Plan for Project Resources
Issue ManagementSG 2 Manage Corrective Action to
Closure
-
8/12/2019 08 - Project Monitoring and Control
5/20
55
- 9 - 2007 wibas IT Maturity Services GmbHFor student use only
Project Monitoring and Control is necessary to identify
actions such that the project stays on track.
Why do we do it?
Provide an understanding of theproject's progress
Take appropriatecorrective actions
Provide status information for allstakeholders
Advice and Guidance
Use defined measurements fromMeasurement and Analysis to monitor
the projects progress
Determine major deviations and record the deviations and decisions
Add all gathered issues to the Issue List
When re-planning is needed revise estimates and plans
For closed issues think about lessons learned for the related corrective actionsand take those into account for planning and risk management processes
- 1 0 - 2007 wibas IT Maturity Services GmbHFor student use only
The project manager is responsible for tracking the project constantly.
Who makes it?
RUP: Project Manager
The Project Manager plans, manages and allocates resources, shapes priorities,coordinates interactions with customers and users, and keeps the project teamfocused
Team Members
Must support the project manager in estimations, risk analysis, stakeholderidentification, and the team must commit to the plan
When will we do it?
permanent
-
8/12/2019 08 - Project Monitoring and Control
6/20
66
- 1 1 - 2007 wibas IT Maturity Services GmbHFor student use only
Project Monitoring and Control is done throughout the life
cycle. Measurements can help understand the progress.
Project Planning
Measurementand Analysis
Project Monitoring and Control
- 1 2 - 2007 wibas IT Maturity Services GmbHFor student use only
Project Monitoring and Control is a key element of the Plan-Do-Check-Act control circuit
Do
Check
Act
PMC SG 1
PMC SG 2
Plan
PP
REQM, RD, TS, PI
MA
-
8/12/2019 08 - Project Monitoring and Control
7/20
77
- 1 3 - 2007 wibas IT Maturity Services GmbHFor student use only
2 Tracking of Cost and Schedule Performance
- 1 4 - 2007 wibas IT Maturity Services GmbHFor student use only
0
20000
40000
60000
80000
100000
120000
Jan 03 Feb 03 Mrz 03 Apr 03 Mai 03 Jun 03 Jul 03 Aug 03 Sep 03 Okt 03 Nov 03 Dez 03
Projected
Actual
How is this project doing?
-
8/12/2019 08 - Project Monitoring and Control
8/20
88
- 1 5 - 2007 wibas IT Maturity Services GmbHFor student use only
Lets Take A Look Under The Hood
- 1 6 - 2007 wibas IT Maturity Services GmbHFor student use only
The %-complete approaches to answer the question Havewe done what we said wed do? are subjective, incompleteand draw false conclusions
The classic approach:
% complete estimating
% of Budget spent
% of work done
% of time elapsed
-
8/12/2019 08 - Project Monitoring and Control
9/20
99
- 1 7 - 2007 wibas IT Maturity Services GmbHFor student use only
Earned Value Analysis is an industry standard to monitor
and control schedule and budget.
Earned Value Analysis is an industry standard way to:
measure a projects progress,
forecast its completion date and final cost
provide schedule and budget variances along the way
By integrating three measurements, Earned Value provides consistent,numerical indicators with which you can evaluate and compare projects.
- 1 8 - 2007 wibas IT Maturity Services GmbHFor student use only
Earned Value Analysis answers all three questions:schedule performance, budget performance and completionperformance.
It compares the
PLANNED amount of work with
what has actually been COMPLETED
to determine if
COST
SCHEDULE
WORK ACCOMPLISHED
are progressing as planned.
Work is Earned or credited as it is completed.
-
8/12/2019 08 - Project Monitoring and Control
10/20
1010
- 1 9 - 2007 wibas IT Maturity Services GmbHFor student use only
Earned Value provides an Early Warning signal for prompt
corrective action
Bad news does not age well.
Still time to recover
Timely request for additional funds
- 2 0 - 2007 wibas IT Maturity Services GmbHFor student use only
Some New Terms
BCWS - Budgeted Cost of Work Scheduled
Planned cost of the total amount of work scheduled to be performed by themilestone date.
ACWP - Actual Cost of Work Performed
Cost incurred to accomplish the work that has been done to date.
BCWP - Budgeted Cost of Work Performed
The planned (not actual) cost to complete the work that has been done.
-
8/12/2019 08 - Project Monitoring and Control
11/20
1111
- 2 1 - 2007 wibas IT Maturity Services GmbHFor student use only
0
20000
40000
60000
80000
100000
120000
Jan
03
Feb
03
Mrz
03
Apr
03
Mai
03
Jun
03
Jul
03
Aug
03
Sep
03
Okt
03
Nov
03
Dez
03
BCWS
BCWS - Budgeted Cost of Work Scheduled
- 2 2 - 2007 wibas IT Maturity Services GmbHFor student use only
49000
56000
0
20000
40000
60000
80000
100000
120000
Jan-03
Feb-03
Mar-03
Apr-03
May-03
Jun-03
Jul-03
Aug-03
Sep-03
Oct-03
Nov-03
Dec-03
BCWPACWP
ACWP and BCWP - Actual Cost of Work Performed andBudgeted Cost of Work Performed
-
8/12/2019 08 - Project Monitoring and Control
12/20
1212
- 2 3 - 2007 wibas IT Maturity Services GmbHFor student use only
55000
49000
56000
0
20000
40000
60000
80000
100000
120000
Jan-03
Feb-03
Mar-03
Apr-03
May-03
Jun-03
Jul-03
Aug-03
Sep-03
Oct-03
Nov-03
Dec-03
BCWS
BCWP
ACWP
The Whole Story
- 2 4 - 2007 wibas IT Maturity Services GmbHFor student use only
Some Derived Metrics
SV: Schedule Variance (BCWP-BCWS)
A comparison of amount of work performed during a given period of time towhat was scheduled to be performed.
A negative variance means the project is behind schedule
CV: Cost Variance (BCWP-ACWP)
A comparison of the budgeted cost of work performed with actual cost.
A negative variance means the project is over budget.
-
8/12/2019 08 - Project Monitoring and Control
13/20
1313
- 2 5 - 2007 wibas IT Maturity Services GmbHFor student use only
All indicators at a glance
- 2 6 - 2007 wibas IT Maturity Services GmbHFor student use only
More Derived Metrics
SPI: Schedule Performance Index
SPI=BCWP/BCWS
SPI
-
8/12/2019 08 - Project Monitoring and Control
14/20
1414
- 2 7 - 2007 wibas IT Maturity Services GmbHFor student use only
Performance Metrics
SPI: BCWP/BCWS
49,000/55,000 = 0.891
CPI: BCWP/ACWP
49,000/56000 = 0.875
CSI: SPI x CPI
.891 x .875 = 0.780
- 2 8 - 2007 wibas IT Maturity Services GmbHFor student use only
The cost performance index can be used to makeprojections
EAC: Estimate at Completion
EAC = BAC / CPI
The EAC gives an idea of the final cost of aproject.
Example:
EAC= 102,000 / 0.875= 116,571
-
8/12/2019 08 - Project Monitoring and Control
15/20
1515
- 2 9 - 2007 wibas IT Maturity Services GmbHFor student use only
102000
90882
103865
0
20000
40000
60000
80000
100000
120000
Jan-03
Feb-03
Mar-03
Apr-03
May-03
Jun-03
Jul-03
Aug-03
Sep-03
Oct-03
Nov-03
Dec-03
BCWS
BCWP
ACWP
Today
Making Projections
- 3 0 - 2007 wibas IT Maturity Services GmbHFor student use only
102000
116,571
0
20000
40000
60000
80000
100000
120000
140000
Jan-03
Mar
-03
May
-03
Jul-0
3
Sep-03
Nov-0
3
Jan-04
Mar
-04
BCWS
BCWP
ACWP
Today
Estimate to Complete
-
8/12/2019 08 - Project Monitoring and Control
16/20
1616
- 3 1 - 2007 wibas IT Maturity Services GmbHFor student use only
At the end
The project will be 14% over budget
The project will be 3 months late (25% time overrun)
- 3 2 - 2007 wibas IT Maturity Services GmbHFor student use only
Requirements of Earned Value
Proper WBS Design
Work Items must be small
Work measurement
work-hours, dollars, units, etc.
Good Project Management Practices
-
8/12/2019 08 - Project Monitoring and Control
17/20
1717
- 3 3 - 2007 wibas IT Maturity Services GmbHFor student use only
Evaluate Scrum against CMMI PP and PMC.
Step 1: Estimate tasks and efforts. (15 min)
Overall result of the next series of exercises:
Evaluate Scrum against CMMI PP and PMC practices.
Deliver a spreadsheet with the following structure:
Break up in your teams.
Task and Results:
(7 min) Establish the tasks to do the exercise above
(7 min) Use planning poker to estimate the effort for your tasks
Goal:
Understand exercise and practice planning and estimating Ex
rcis
CMMI Text - What Scrum - How OK?
Suggestion how todo with Scrum
PP SP
1.1
Establish a WBS to
estimate the scope of theproject
Yes/
No
- 3 4 - 2007 wibas IT Maturity Services GmbHFor student use only
Evaluate Scrum against CMMI PP and PMC.Step 2: Set up a spreadsheet to calculate Earned Value.(15 min).
Break up in your teams.
Task and Results:
(12 min) Develop a spreadsheet that allows to handle the Earned Value
(3 min) Test your sheet to ensure that i t works
Goal:
Understand how to use and implement Earned Value
Be prepared to use Earned Value to track your exercise
Ex
rcis
-
8/12/2019 08 - Project Monitoring and Control
18/20
1818
- 3 5 - 2007 wibas IT Maturity Services GmbHFor student use only
Evaluate Scrum against CMMI PP and PMC.
Step 3: Do the evaluation.( min)
Break up in your teams.
Task and Results:
Do your tasks and track the efforts
After 30 min, provide an estimate at completion (EAC)
Goal:
Understand Scrum
Understand PP and PMC
Practice an evaluation
Apply Earned Value
Ex
rcis
- 3 6 - 2007 wibas IT Maturity Services GmbHFor student use only
All formulas
BCWS - Budgeted Cost of Work Scheduled
ACWP - Actual Cost of Work Performed
BCWP - Budgeted Cost of Work Performed
SV: Schedule Variance (BCWP-BCWS)
CV: Cost Variance (BCWP-ACWP)
SPI: Schedule Performance Index (BCWP/BCWS)
CPI: Cost Performance Index (BCWP/ACWP)
CSI: Cost Schedule Index (CSI=CPI x SPI)
BAC = Budget at completion (=BCWS until project completion)
EAC = BAC / CPI
Ex
rcis
-
8/12/2019 08 - Project Monitoring and Control
19/20
1919
- 3 7 - 2007 wibas IT Maturity Services GmbHFor student use only
Trademarks and Service Marks
Capability Maturity Model; Capability Maturity Modeling; Carnegie Mellon , CMM; and CMMI are registered in the U. S.Patent and Trademark Office by Carnegie Mellon University.
IDEAL; Personal Software Process; PSP; SCAMPI; SCAMPI Lead Assessor; SCAMPI Lead Appraiser ; SEI; SEPG;Team Software Process; and TSP are service marks of Carnegie Mellon University.
iNTACS is a registered trademark by the International Assessor Certification Scheme
Special permission to use CMMI for Development, Version 1.2 (CMU/SEI-2006-TR-008 ESC-TR-2006-008), copyright2006 by Carnegie Mellon University, in the combination of CMMI and ITIL is granted by the Software EngineeringInstitute. The SEI and CMU do not directly or indi rectly endorse wibas IT Maturity Services GmbHs work.
IT Maturity Services is a registered trademark by wibas IT Maturity Services GmbH
wibas IT Maturity Services is official SEI Partner of the Software Engineering Institute of the Carnegie Mellon Universityfor SCAMPI appraisals and CMMI training. For inquiri es, call:
wibas IT Maturity Services GmbHYvonne Fischer
Customer Relations ManagerOtto-Hesse-Str. 19 B64293 DarmstadtGermanyTel: 0049 - 6151 - 50 33 49 - 21Fax: 0049 - 6151 - 50 33 49 - 33yfischer@wibas.de
- 3 8 - 2007 wibas IT Maturity Services GmbHFor student use only
Revision History
Rev.no.
State Date Comments Responsible
1.0 Finished 15.10.2004 Initial version Malte Foegen
1.1 Finished 22.01.2006 Updated layout Malte Foegen
1.2 Finished 23.12.2007 Updated layout Malte Foegen
1.3 Finished 19.01.2008 Added formula overview for Earned Value Malte Foegen
1.4 Finished 07.02.2009 Updated exercises Malte Foegen
Target status: finishedTemplate-Version: 2.11
-
8/12/2019 08 - Project Monitoring and Control
20/20
- 3 9 - 2007 wibas IT Maturity Services GmbHFor student use only
Otto-Hesse-Str. 19 B 64293 Darmstadt Germany Phone +49 / 6151 / 50 33 49 - 0 Fax +49 / 6151 / 50 33 49 33 www.wibas.de
Hintermettlen 7 6318 Walchwil Suisse Phone +41 / 41 / 51 122 - 90 Fax +41 / 41 / 51122 - 91 www.wibas.ch
top related