Name of Project

Student NameIndependent Research Project

Project Overview

• Project scope• Project management

approach (AGILE, waterfall, etc)

• Major milestones• Major deliverables• Major risks• How could the project

portfolio process be improved?

Milestone Description Date

 

 

 

 

 

Strategic Alignment• Describe which tools / processes

were used and why– Strategic management process– Project portfolio management

• Financial criteria• Non-financial criteria• Project screening matrix

– Major project proposal form– Risk analysis form– Project screening process– Priority analysis form– Project priority matrix

• Did the needs / market analysis / business case identify all the project deliverables that the project eventually produced?

• How could the project portfolio process be improved?

Example below

Requirements Management

• Requirements management approach

• Requirements prioritization process

• Product metrics– Cost– Quality– Performance

• How accurate were the requirements?

• How could the requirements management process have been improved?

Requirement Information Relationship Traceability

ID

Requirement

Priority

Category

Source

Relates to Objective

Manifests in WBS Deliverable

Verification

Validation

                 

                 

                 

                 

                 

                 

                 

                 

                 

                 

                 

                 

                 

                 

                 

Scope Management• Insert WBS (Tree format) • Scope management

approach• Roles and responsibilities• Scope definition• Project scope statement• Scope verification• Scope control• How could the scope

management process have been improved?

New Software Project

1.3 Testing Phase 1.2 Programming Phase 1.1 Design Phase

1.1.1 First Design Phase 1.1.2 Second Design Phase

1.1.1.2 Design Task #2

1.1.1.1 Design Task #1 1.1.2.1 Design Task #3

1.1.2.2 Design Task #4

1.2.1 Programming Task #1

1.2.2 Programming Task #2

1.3.3 Testing Task #3

1.3.2 Testing Task #2

1.3.1 Testing Task #1

Risk Management• Insert completed risk severity matrix Discuss which tools used and why

• Risk event graph (p 198)• Risk management process (p 199)• Risk breakdown structure (p 200)• Defined conditions for impact scales (p 203)• Risk assessment form (p 203)• Risk severity matrix (p 204)• Risk response matrix (p 209)• Change control process (p 216)• Sample change request (p 217)• PERT (p 227)• Quantitative risk analysis• Qualitative risk analysis• SWOT• Risk probability and impact assessment

Probability Threats Very High High Probable Low Very Low Very Low Low Moderate High Very High

Schedule

• Discuss the approach / process of analyzing:– activity sequences– Durations– resource requirements– schedule constraints

• What changes were made to the original baseline?– How did this affect the

project and what did you do to resolve?

ID Task Name Duration Start Finish

1 A Build Candidate List 6 wks Mon 7/28/03 Fri 9/5/03

2 B Define Criteria for Selection 3 wks Mon 7/28/03 Fri 8/15/03

3 C Screen Candidates 50 wks Mon 9/8/03 Fri 8/20/04

4 D Interview Candidates 30 wks Mon 9/8/03 Fri 4/2/04

5 E Reference Checks 25 wks Mon 8/18/03 Fri 2/6/04

6 F Compile Information 35 wks Mon 8/23/04 Fri 4/22/05

7 G Distribtute Information 3 wks Mon 4/25/05 Fri 5/13/05

8 H Conduct Selection Process 3 wks Mon 5/16/05 Fri 6/3/05

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24 1 day Mon 7/28/03 Mon 7/28/03

Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 41st Half 2nd Half 1st Half 2nd Half 1st Half 2nd Half 1st Half 2nd Half

Insert your project schedule

Cost ManagementDiscuss how project costs

were measured• SV• CV• SPI• CPI• Cost variance response

process• Reporting and variance

response process• How could the estimating

process have been improved?

Month Planned Value Actual Cost Earned Value Month Cum PV Cum AC Cum EVDec-13 1271250 1271250 1017000 Dec-13 $1,271,250 $1,271,250 $1,017,000Jan-14 Jan-14Feb-14 Feb-14Mar-14 Mar-14Apr-14 Apr-14

May-14 May-14Jun-14 Jun-14Jul-14 Jul-14

Aug-14 Aug-14Sep-14 Sep-14Oct-14 Oct-14

Nov-14 Nov-14

total budget 1271250

0

1000000

2000000

3000000

4000000

5000000

6000000

Cost Performance BaselineThrough Dec 2013 

Cum PV

Cum AC

Cum EV

Estimating• Insert high level budget

Major cost element: $xxx,xxx.xxMajor cost element $xxx,xxx.xxMajor cost element $xxx,xxx.xxRisk reserve $xx,xxx.xxTotal Project Cost $xxx,xxx.xx Management Reserve $x,xxx.xx

Discuss which tools were used and why• Top Down

– Consensus method (p 123)– Ratio method (p 124)– Apportion method (p 124)– Function point method (p 125)– Learning curves (p 126)

• Bottoms up – Template (p 127)– Parametric procedures (p 127)– Detailed estimates (p 127)– Expert judgement– Analogous estimating– Parametric estimating– Bottom up estimating– Three point estimates (PERT)– Reserve analysis

• Phase estimating (p 128-129)• How accurate were the estimates?• How could the estimating process have been

improved?

Change Management• Insert change control process flow

chart (example below)• Change management

approach• Definitions of change• Change Control Board

– Membership– Roles / responsibilities

• Were changes frequent / major (provide examples)?

• How could the change mangement process have been improved?

Stakeholder Management

• Insert power / interest grid

• Insert Engagement Grid

Discuss which tools were used and why– Stakeholder analysis– Stakeholder register– Project charter– Power/Interest grid– Stakeholder analysis matrix

• Stakeholder Assessment– Discuss results– Discuss strategies for key stakeholders

• Stakeholder Engagement– Discuss results– Discuss key stakeholder concerns– Discuss strategies for key stakeholders

• How effective were your strategies?• Were stakeholder roles and

responsibilities clearly delineated and defined? If not, how could they have been improved?

Interest

1 5

5

1

Power

A

B

C D

E

F

G

Communications Management

Discuss which tools used and why• Communications requirements analysis• Communications management plan

– constraints– Stakeholder communications requirements– Communications methods and technologies used.

• How effective were your communications?• How could the communications management process have been improved?

Communication Type

Objective of Communication Medium Frequency Audience Owner Deliverable

Kickoff Meeting Introduce the project team and the project. Review project objectives and management approach.

Face to Face Once Project SponsorProject TeamStakeholders

Project Manager

AgendaMeeting Minutes

 

 

 

 

Communications Management

Communications Escalation Process• How often and what types of issues were

escalated?• How could the escalation process have

been improved?

Priority Definition Decision Authority Timeframe for Resolution

Priority 1

Priority 2

Priority 3

Priority 4

Procurement Management

• Insert your project’s make or buy analysis matrix

Discuss which tools used and why

• Make or buy analysis• Expert judgment• Contract types

:

Quality Plan• Insert graph of the quality tool used

most often for quality metrics on this project (below is an example)

Discuss which tools used and why• Cost benefit analysis• Cost of quality• Control charts• Benchmarking• Design of experiments• Statistical sampling• Flowcharting• Quality management plan• Quality metrics• Quality checklists• Quality audits• Cause and effect diagrams• Control charts• Histogram• Pareto chart• Run chart• Scatter diagram• Inspection • Was the customer / sponsor satisfied with the

deliverables?• Was the transition / implementation strategy accurate and

effective? If not, how could it have been improved?

Human Resource Plan• Insert your project team organization chart Discuss which tools used and why

• Functional organization (p 59)• Dedicated project team (p 61)• Matrix organization (p 66)• Key dimensions defining an organization’s

culture (p 73)• Organizational culture diagnosis worksheet

(p 75)• Organization charts and position

descriptions• Networking• Human resource plan• Responsibility assignment matrix• Team building exercise• Ground rules• Co-location• Recognition and awards• Issue log• Conflict management

Monitoring and Control• Insert your project’s earned value

graph• How accurate were your

original estimates of cost and schedule?

• How could you have improved estimating?

• Describe any early warning signs of problems that occurred

• Were constraints and assumptions clear from the beginning, could the project charter / SOW have been improved?

•.

Lessons Learned• Are you proud of our finished deliverables (project work products)? If yes,

what’s so good about them? If no, what’s wrong with them? • What was the single most frustrating part of your project?

– How would you do things differently next time to avoid this frustration? • What was the most gratifying or professionally satisfying part of the

project? • Which of your methods or processes worked particularly well? • Which of your methods or processes were difficult or frustrating to use? • If you could wave a magic wand and change anything about the project,

what would you change? • Did your stakeholders, senior managers, customers, and sponsor(s)

participate effectively? If not, how could you have improved their participation?

Questions?