best practices for project management and …...best practices for project management and...
TRANSCRIPT
![Page 1: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/1.jpg)
BEST PRACTICES FOR PROJECT MANAGEMENT AND
COLLABORATION
Digital Scholarship @ UF Workshops
Melissa Jerome
UF George A. Smathers Libraries
@mmespino20 [email protected]
http://ufdc.ufl.edu/l/IR00010204
![Page 2: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/2.jpg)
WHAT IS A PROJECT?
• Temporary endeavor
• definite start and end date
• Produces unique result
• Complete when all objectives are met
• Meets expectations of stakeholders
Examples
Digitizing a collection
Moving a library
Research paper/thesis/dissertation
Building a house
2
![Page 3: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/3.jpg)
WHAT IS PROJECT MANAGEMENT?
Figure 3-1. Project Management Process Groups, A Guide to the Project Management Body of Knowledge (PMBOK Guide) – Fifth Edition. 2013. Project Management Institute, Inc. All Rights reserved.
• Actively applying knowledge, skills, tools, and techniques to meet project objective
3
![Page 4: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/4.jpg)
4
![Page 5: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/5.jpg)
INITIATINGDefine scope
1
Obtain financial commitment
2
Identify stakeholders
3
Select project manager
4
5
![Page 6: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/6.jpg)
PROJECT CHARTER
Elements:• Project name• Objective• Scope• Deliverables• Stakeholders
• Customers• Team structure/roles
• Implementation• Plan• Milestones• Resource plan
• Risks• Cost• Time• Resources
As defined by Wikipedia:
In project management, a project charter, project
definition, or project statement is a statement of the
scope, objectives, and participants in a project. It provides
a preliminary delineation of roles and responsibilities,
outlines the project objectives, identifies the main
stakeholders, and defines the authority of the project
manager.
(https://en.wikipedia.org/wiki/Project_charter)
6
![Page 7: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/7.jpg)
STAKEHOLDER REGISTER
Name Title Role Contact
Info
Interest Influence Expectations Comm. Reqs.
Ms. G. NEH NDNP
Project
Coordinator
Sponsor Neh.gov High High Project
completed on
time
7
![Page 8: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/8.jpg)
PLANNING
Create project documents
• Scope
• Schedule
• Costs
• Quality
• HR
• Communications
• Risks
• Procurements
• Stakeholders
Create project management plan
8
![Page 9: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/9.jpg)
SCHEDULING
• Sequencing
• Activity list
• Logic Diagrams
• Critical Path
• Presentation/Visualization
• Action plans
• Gantt charts
• Calendar
• Monitoring progress
start A
B
C
D end
9
![Page 10: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/10.jpg)
CRITICAL PATH
Activity Predecessor Duration
(days)
A n/a 5
B A 10
C B 15
D n/a 2
E C, D 20
F E 10
G F 2
H G 10
Activity A: Select titlesActivity B: Duplicate filmActivity C: Collate filmActivity D: Order hard drivesActivity E: Digitize filmActivity F: Review digitized contentActivity G: Send to Library of CongressActivity H: Ingest
10
![Page 11: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/11.jpg)
CRITICAL PATH
Start
A
D
B C
E F G H End
11
![Page 12: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/12.jpg)
CRITICAL PATH
Start
A
D
B C
E F G H End
12
5 10 15
20 10 2 10
2 A+B+C+E+F+G+H=72
D+E+F+G+H=44
ABCEFGH= Critical Path
![Page 14: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/14.jpg)
COST MANAGEMENT
Estimate costs
1
Determine budget
2
Control costs
3
14
![Page 15: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/15.jpg)
HUMAN RESOURCE MANAGEMENT
• Acquire team
• Assign roles
• Assign activities
• Train team
The Team:
• Ways to collaborate
• Team building
• Effective team working:
• communication
• motivation
• feedback
Figure 9-4. Roles and Responsibility Definition Formats, A Guide to the Project Management Body of Knowledge (PMBOK Guide) – Fifth Edition. 2013. Project Management Institute, Inc. All Rights reserved.
15
![Page 16: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/16.jpg)
COMMUNICATION MANAGEMENT
• Dimensions
• Internal/ External
• Formal/ Informal
• Official/Unofficial
• Written and oral/ nonverbal
• Planning
• Managing
Important skills
Listening
Questioning
Fact-finding
Educating
Motivating
Coaching
Negotiating
Resolving conflict
Effective decision making
16
![Page 17: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/17.jpg)
PROJECT PARTNERSHIPS
• Benefits
• Resources
• Quality
• innovation
• Building partnerships
• Open, honest, trusting
• Agreements
• Roles and tasks
• Challenges
• Unequal work
• Dominance
• Communication 17
![Page 18: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/18.jpg)
Define quality
1
Plan quality
2
Control quality
3
18
QUALITY MANAGEMENT
![Page 19: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/19.jpg)
RISK MANAGEMENT
Elements of risk management
• Risk identification
• Risk analysis
• Risk response planning
• Risk monitoring and control
stakeholders procurements
HR
qualitycost
time
communication
Risks
19
![Page 20: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/20.jpg)
EXECUTING
Perform tasks
Identify problems, execute mitigations
Communicate
Inspect quality
Review project process
20
![Page 21: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/21.jpg)
MONITORING & CONTROLLING
Monitor progress
Manage changes
Verify quality of deliverables
Control schedule
Control budget
Monitor communication
Monitor and control risks
21
![Page 22: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/22.jpg)
EVALUATION & REVIEW
• Collect info• Analyze info• Disseminate info
• Reports• Community events• Conference presentations/papers• Website/IR
22
![Page 23: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/23.jpg)
CLOSINGConfirm all
activities/tasks completed
Collect records (lessons learned)
Transfer ownership
23
![Page 24: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/24.jpg)
TOOLS
BaseCamp https://basecamp.com/
Collabtive https://www.collabtive.com/
MS Projecthttps://www.microsoft.com/en-
us/store/collections/project/pc
Project Hubhttp://www.pbworks.com/proje
cts.html
Trello https://trello.com/
24
Example from Trello
![Page 25: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/25.jpg)
TOOLS
Calligra https://www.calligra.org/plan/
GanttProject http://www.ganttproject.biz/
MS Excelhttps://products.office.com/e
n-us/excel
SmartSheet https://www.smartsheet.com/
Scheduling
25
Example from SmartSheet
![Page 26: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/26.jpg)
TOOLS
Google Calendar
https://www.google.c
om/calendar
MS Outlook
https://www.microso
ft.com/en-
xm/outlook-com/
Time/Tasks
WordPress https://wordpress.com/
Slack https://slack.com/
Skype for Business
https://www.skype.com
/en/business/
Communication
26
![Page 27: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/27.jpg)
TOOLS
MS Excel https://products.office.com/en-us/excel
OpenOffice Calc https://www.openoffice.org/product/calc.html
Budgeting
27
![Page 28: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/28.jpg)
RESOURCES
Project Management Institute, Inc. (2013). A Guide to the Project Management Body
of Knowledge (PMBOK Guide) – Fifth Edition
Project Management Institute, https://www.pmi.org/
Lynda.com
PMTraining.com
Center for Clinical and Translational Science, Ohio State University
Project Management for Research Toolkit
https://ccts.osu.edu/content/project-management-
research?highlight=project%20management
Development for the Digital Humanities toolkit, http://devdh.org/
28
![Page 29: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/29.jpg)
Project Management Toolkit, UF Libraries
http://library.ufl.edu/pers/ProjectManagementTools.htm
Project Charters & Prenups for Scientist, UF Digital Humanities Library Group
http://ufdc.ufl.edu/AA00025527/00001
Project Charter Resources, UF Libraries
http://ufdc.ufl.edu/AA00017119/00015/pdf
ProjectEngineer.net
PMP Courses:
University of Miami
http://continue.miami.edu/en/packagedetail.aspx?p=150
Ohio State University
https://osu.edu2.com/p-324-project-management-professional-pmp.aspx
Kent University
https://www.kent.edu/yourtrainingpartner/certificate-project-management 29
![Page 30: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/30.jpg)
CONTACT INFO
Melissa Jerome
@mmespino20
FL & PR Digital
Newspaper Project
@ufndnp
ufndnp.wordpress.com
![Page 31: Best Practices for Project Management and …...BEST PRACTICES FOR PROJECT MANAGEMENT AND COLLABORATION Digital Scholarship @ UF Workshops Melissa Jerome UF George A. Smathers Libraries](https://reader030.vdocuments.site/reader030/viewer/2022040918/5e936ea0aeac2660ed459c16/html5/thumbnails/31.jpg)
SOURCES
Project Management Institute, Inc. (2013). A Guide to the Project
Management Body of Knowledge (PMBOK Guide) – Fifth Edition
PMTraining. Retrieved from http://www.pmtraining.com/
Project Management Professional (PMP) Certification Exam Prep.
Retrieved from https://learning.linkedin.com/pmp
Allan, B. (2004). Project management: Tools and techniques for today's ILS
professional. London: Facet.
Carpenter, J. (2011). Project management in libraries, archives and museums:
Working with government and other external partners.
Project Charter Resources, UF Libraries
http://ufdc.ufl.edu/AA00017119/00015/pdf 31