prince2 practitioner course 01 - course introduction · pdf fileslide 2 welcome to the course!...
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PRINCE2 Practitioner
Course 01 - Course Introduction
Slide 1
Course Introduction
Topics Discussed
Welcome!
Introductions
Learning
Getting Ready
About the Exam
Getting Started
Lesson
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Slide 2
Welcome to the Course!
• PRINCE2 Qualification Scheme
• Introductory
– Foundation
• Intermediate
– Practitioner
• Advanced
– Professional
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Slide 3
Why Are You Here?
• Why do you need to learn this?
• How do you plan on improving your learning experience?
• How can your experience help?
• What will this course help you do or solve?
• What are you going to get out of this course personally?
7-Steps to Becoming an Effective Learner
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Slide 4
Using Bloom’s Taxonomy
• Knowledge
• Comprehension
• Application
• Analysis
• Synthesis
• Evaluation
Introductory
Intermediate
Advanced
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Slide 5
What do you Expect?
• This course
• Study materials
• Your instructor
• Your fellow students & peers
• Yourself
What Adult Learners Want
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Slide 6
Housekeeping in the Classroom & Online
• Class hours
• Planned Breaks
• Interruptions
• Laptops, mobile & other annoying devices
• Absence from course of study
• Executing study plan
– Milestones
– Review
– Revise
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Slide 7
Conventions Used
• Learning Objectives• Terms to Know
– Critical Terms & Concepts
• Icons– In Depth
– Definition
– Note
– In the News
– Practically Speaking
– Acronym
– Listen
– Role Definition
In Depth
Def-i-ni-tion [def-uh-nish-un] n.
Note
In the News
Practically Speaking
Acronym
Listen
Role Definition
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Slide 8
Quizzes & Exercises
• End of unit quiz
– Confirm learning objectives
• Inline quiz
– Reinforce key concepts & knowledge
• Exercises
– Demonstrate ability to apply knowledge and concepts
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Slide 9
PRINCE2 Qualification Scheme
Foundation
Practitioner
PRINCE2 Professional
Foundation confirms your knowledge and understanding necessary to work effectively with, or as a member of a PRINCE2 project management team. It is a pre-requisite for the Practitioner qualification.
Practitioner confirms you have achieved sufficient understanding of how to apply, understand and tailor PRINCE2 in a given situation. The Practitioner is a pre-requisite for the PRINCE2 Professional.
The PRINICE2 Professional demonstrates their expertise in the PRINCE2 method by testing your ability to manage a non-complex PRINCE2 project across all aspects of its lifecycle.
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Slide 10
PRINCE2 Practitioner Exam
• Objective testing
• 8 questions
– 10 items per question
– Each item is worth one mark
• 44 marks or more required to pass
– 44/80 or 55%
• 2.5 hours duration
– No additional reading time
• Open book exam
– Managing Successful Projects with
PRINCE2, 2009 Edition
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Slide 11
Getting Started
• You are responsible for your own learning experience– Make a study plan and stick to it
• Know what you need to know– Review the learning objectives
• Understand terms & concepts– Are they new to you, or just called something different?– Learn to think and talk in PRINCE2 terms and concepts
• PRINCE2 isn’t wrong … it may be different from what you know– The certification exam is about PRINCE2– The certification exam is NOT about what you think of PRINCE2
• Use the available resources– Read & understand the learning objectives – they will be on the test– Understand the terms & how they are used – they’ll be on the test– Participate in the online mentoring community by asking questions,
taking part in discussions & sharing your experiences– Do the quizzes & exercises to help prepare for the exam– Do the sample papers to see what the real exam is going to be like
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Slide 12
Frameworks, Standards & Methods in Context
Topics Discussed
PMBoK®
ISO21500
PRINCE2
Portfolios, Programs & ProjectsLesson
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Slide 13
Learning Objectives
• Recall
– What is a framework
– What is a standard
– What is a methodology
– How a program relates to a portfolio
– How a project relates to a program
– How PRINCE2 relates to the PMBoK®
– How a project relates to the achievement of a business objective
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Slide 14
What is a Framework
• Provides the basic structure for
– A set of ideas or facts that support something
– A supporting structure …
– … a structural frame
– Typically knowledge-based
– Descriptive
• Project Management Frameworks provide
– A structure for a project’s lifecycle
– Project control concepts & practices
– Project management concepts, practices & processes
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Slide 15
The PMBOK® as a Framework
• Project Management Body Of Knowledge (PMBOK®)– Acts as a guide
• Provides guidelines for managing individual projects
• Defines project related concepts
– Describes the project management• Lifecycle
• Control
• Processes
• Embodies knowledge recognized– As a “good practice”
– A general agreement about the application of• Knowledge
• Skills
• Tools
• Techniques
• Published by– Project Management Institute, Inc. (PMI)
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Slide 16
PMBOK® in Context
• PMBOK® provides
– A structure for a project’s lifecycle
– Project control concepts & practices
– Project management concepts, practices & processes
– Acknowledges business case
• Provides guidance as opposed to a methodology
– Project methodologies like
• Waterfall
• Agile inspired methods like Scrum or DSDM
• PRINCE2 ...
• … etc. implement good practices
• Is not a
– Textbook
– “How to” reference
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Slide 17
What is a Standard?
• Established by
– Authority (e.g., International Standards Organization, ISO)
– Custom
– General consent
• Used as a
– Model
– Example
– Measure of quality
Standard for 1 Meter1 Meter = 1,650,763.73
wavelengths of light from a specific transition in krypton 86
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Slide 18
ISO21500
• Provides guidance on project management
• Used by– Public
– Private
– Community
• Use for– Any type of project irrespective of
• Complexity
• Size
• Duration
• Benefits– Encourage transfer of knowledge between projects
– Facilitate efficient tendering processes
– Enable flexibility of the project team
– Provide universal project management principle & processes
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Slide 19
What is a Methodology?
• Based on a set of principles
• A body of
– Methods
– Rules
– Ideas …
– … employed by a discipline
• Embodied in a procedure or set of procedures
– Includes processes
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Slide 20
PRINCE2 as a Methodology
• Project Management (a discipline)
– Based on 7 principles
• Fundamental to using PRINCE2 to management a project
– Described in 7 themes
• Themes embody one or more principles
• The critical ideas that are woven into project management methods
– Codified in 7 processes
• The series of actions that produce a particular result
– Mandates a business case Principles
Themes
Processes
Environment
PRINCE2
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Slide 21
PMBOK® Says – PRINCE2 Does
• PMBOK® provides
– A descriptive framework for
• The structure for a project’s lifecycle
• Project management concepts, practices & processes
– Guidance on good project management practices
• PRINCE2 does
– Prescribe a set
• Methods
• Rules
• Ideas
– Documented as
• Principles
• Themes, processes, & templates
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Slide 22
Portfolios, Programs & Projects
• Portfolio
– Collection of programs, sub-portfolios & operations management
– Grouped for the achievement of a strategic objective
• Program
– Grouped within a portfolio
– Collection of sub-programs & projects
– Linked to a strategic objective via the portfolio
• Project
– Independent or grouped within a program
– Temporary
– Create a unique product or service
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Slide 23
Enterprise – Portfolio, Program & Project
Medical Products & Service, Inc.
SurgicalCenters
ConstructNew
DialysisCenter
Medical Administration
Services
Medical Devices
Outpatient Services
DialysisCenters
OncologyCenters
Portfolios
The Enterprise
Project
Programs
Business Objective:Increase new outpatient dialysis services revenue in the U.S.
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Slide 24
PRINCE2 the Practice
Topics Discussed
Embedding Principles
Applying Themes & Process
Embedding & Tailoring PRINCE2
Customer/Supplier Environment
PRINCE2 in Practice
Lesson
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Slide 25
Learning Objectives
• Identify
– The relationship between
• Principles & themes
• Themes & Processes
• Processes & the project environment
– Difference between embedding & tailoring in PRINCE2
– In a commercial context
• Customer/Supplier environment & it impact to
– Themes
– Processes
– Management products
– Project phases
• Relationship of projects to phases
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Slide 26
The Context of PRINCE2 in Practice
• Principles
– Embedded in themes
• Themes
– Applied in processes
• Processes
– Applied & tailored to the environment
Processes
Themes
Principles
ProjectEnvironment Applied
&Tailored
Applied
Embedded
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Slide 27
Principles
Themes
Processes
Environment
PRINCE2
Principles Embedded in Themes
• Continued business justification– Use the Business case for all project
decisions
• Learn from experience– Record lessons learned
• Defined roles & responsibilities– For all stakeholder groups
• Manage by stages– Planned, monitored, & controlled
• Manage by exception– Provide tolerance for project
objectives
• Focus on products– Deliver at a defined quality level
• Tailor to suit the project environment– Size, capability, complexity,
importance & risk
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Slide 28
Themes Applied to Processes
• Business Case (BC)
• Organization (OR)
• Quality (QU)
• Plans (PL)
• Risk (RK)
• Change (CH)
• Progress (PG) Principles
Themes
Processes
Environment
PRINCE2
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Slide 29
Processes Applied & Tailored to the Environment
• Starting up a Project (SU)
• Directing a Project (DP)
• Initiating a Project (IP)
• Managing a Stage Boundary (SB)
• Controlling a Stage (CS)
• Managing Product Delivery (MP)
• Closing a Project (CP) Principles
Themes
Processes
Environment
PRINCE2
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Slide 30
Environment
Embedding
• Process responsibilities
• Scaling rules/guidance
• Standards
• Training & Development
• Integration w/Business
• Tools
• Process Assurance
Tailoring
• Adapting the themes
• Incorporating specific terms
• Revising the Product Descriptions
• Revise role descriptions
• Adjusting the process
Principles
Themes
Processes
Environment
PRINCE2Embedding – Done by the organization to adopt PRINCE2.
Tailoring – Done by the project management team to adapt the method to the context of a specific project.
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Slide 31
Embedding
• Organizations “adopt” PRINCE2– Process responsibilities
– Scaling rules/guidance
– Standards
– Training & Development
– Integration w/Business
– Tools
– Process Assurance
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Slide 32
Tailoring
• PRINCE2 “adapts” to the specific project– Adapting the themes
– Incorporating specific terms
– Revising the Product Descriptions
– Revising role descriptions to fit project context
– Adjusting the process
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Slide 33
Customer/Supplier
• Context of the relationship
– Customer – specifies the desired result
– Supplier – brings skills & resources together to deliver that result
• Project requires a defined organizational structure
– Business, user & supplier stakeholders
– Governance defines roles & responsibilities for;
• Directing
• Managing
• Delivering
– Review project roles throughout project
– Strategy to manage communication among stakeholders
Customer Needs
Supplier Capabilities
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Slide 34
Customer/Supplier Environment
• Commercial Customer/Supplier relationship
• Customer– Specifies the desired result
– Pays for the project
• Supplier– Provides resources & skills to deliver the result
• Under contract if relationships is commercial
• Establishes two sets of– Reason for undertaking the project
– Management systems
– Governance structures
– Corporate cultures
• Impact to the application of– Themes
– Processes
– Management products
Principles
Themes
Processes
Environment
PRINCE2
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Slide 35
Management Products in a Commercial Relationship
• Contracts & Management products– Project Initiation
– Work Packages
• Contracts describe mutual– Obligations
– Responsibilities
• Project Initiation documents– Each party’s obligations
– How the responsibilities are carried out
– May be part of the contract
• Avoid stifling project’s ability to adapt
• Work Packages– May form all or part of a binding contract
– Allow for modification of the terms & conditions
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Slide 36
Applying & Tailoring the PRINCE2 Methodology
Topics Discussed
Project Management
Phases, Stages & Process
PRINCE2 Process Model
Lesson
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Slide 37
Project Management as a Discipline
• Project Management is a discipline
– Planning
– Organizing
– Motivating
– Control of resources
• Project Management is about achieving a specific goal
InitiationPlanning& Design
ExecutingMonitor
& ControlClosing
A traditional phased approach identifies a sequence of steps to be completed. In the "traditional approach.” Five developmental components of a project can be distinguished (four stages plus control):1. initiation2. planning and design3. execution and construction4. monitoring and controlling systems5. completion
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Slide 38
The PRINCE2 Adaptation
Pre-projectFinal Delivery
StageSubsequent
Delivery Stage(s)Initiation
Stage
Initiating aProject (IP)
Directing a Project (DP)
SU
Delivering
Managing
Directing
SB
Controlling a Stage (CS)
SB
Controlling a Stage (CS)
CP
Managing Product Delivery (MP)
Managing Product Delivery (MP)
SU = Starting up a ProjectDP = Directing a ProjectIP = Initiating a ProjectSB = Managing a Stage BoundaryMP = Managing Product DeliveryCP = Closing a Project
Copyright © AXELOS Limited 2014All rights reserved. Material is reproduced under license from AXELOS Limited.
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Slide 39
PRINCE2 Process Model
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Slide 40
Course Summary
Topics Discussed
Course Introduction
Frameworks, Standards & Methods
Embedding Principles
Applying Themes & Process
Embedding & Tailoring PRINCE2
Customer/Supplier Environment
PRINCE2 in Practice
Summary
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Slide 41
Course Introduction Summary
• Course introduction– Make a study plan and stick to it
• Frameworks, Standards & Methods– What is a framework?
– What is a standard?
– What is a methodology?
– PMBoK® is a framework
– PRINCE2 is a methodology
• PRINCE2 in Practice– Principles, themes, processes & project environment
– Embedding & tailoring
– Customer/Supplier Environment
• Applying & Tailoring PRINCE2– Framework to methodology
– Phases, process & models
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Review Questions:
1. What is the difference between tailoring and embedding in PRINCE2?
A. Embedding is about adapting themes; tailoring is about adapting
processes
B. Embedding is about adapting processes; tailoring is about adapting
themes
C. Embedding is about process responsibility; tailoring is about adapting
themes
D. Embedding is about roles and responsibilities; tailoring is about adapting
to standards
2. How does the customer/supplier relationship impact the application of PRINCE2
themes?
A. PRINCE2 assumes there is a single Senior Supplier
B. PRINCE2 assumes the Business Case is the driver and justification for
everything in a project
C. PRINCE2 suggests that in a commercial context there will be at least 2
Business Cases
D. While there may be multiple parties involved in the project, to keep things
easy to control, there is only a single Risk Register for the project
3. How does the customer supplier relationship impact the application of PRINCE2
processes?
A. There isn't any real impact in the relationship; all 7 processes are always
part of the project
B. The Starting up a Project process might not be part of the contract --
taking place pre-contract -- otherwise there are no changes
C. The Starting up a Project & Initiating a Project processes might not be part
of the contract
D. Both the customer and supplier will have to agree on how the processes
are tailored
4. How does the customer supplier relationship impact the application of PRINCE2
management products?
A. There is no impact; both sides are responsible for their own management
products
B. There is no impact on the project; everything is covered as part of the
legal agreement
C. The Project Initiation Documentation addresses how each party’s
obligations should be fulfilled
D. For a 3rd party supplier, there is no need for Work Packages; every
deliverable is defined in the contract
5. Which of the following statements about embedding and tailoring are true in a
commercial customer/supplier relationship?
1. There are defined roles and responsibilities for all parties.
2. It doesn't matter how many parties are involved, every project is always
managed in the same set of stages.
A. Only 1 is true
B. Only 2 is true
C. Both 1 and 2 are true
D. Both 1 and 2 are false
Answer Key:
1. C
C is correct.
2. C
Each party should have their own business case.
3. D
It is likely that the Starting up a Process won't be part of the contract and some
part of Initiating a Project might be outside project scope, too, while the supplier
formulates strategies, plans and controls to determine the desirability of the sale.
4. C
C is correct.
5. A
The way the stages are handled and the number stages will be set by each side
somewhat independently.