task: copyright © 2003 pm tec, inc; d. sankey; d. padelford. all rights reserved. 1 fast start for...

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Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved . 1 Task: Fast Start For Projects Electric Dipole Moment Project Facilitator: Douglas Sankey Project Manager: Deputy Project Manager: Dr. Martin Cooper John P. Tapia

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Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 1

Task:

Fast StartFor Projects

Electric Dipole Moment Project

Facilitator: Douglas Sankey

Project Manager:

Deputy Project Manager:

Dr. Martin Cooper

John P. Tapia

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 2

Task:

Purpose & Objectives

Define the project management conventionsDevelop input for the preliminary project planIdentify next-steps to CD-1

Introduction

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 3

Task:

Workshop Ground Rules

Respect each person

Criticize ideas, not people

Keep an open mind

Question & participate

Attend all sessions and be on time

One conversation at a time

Keep your sense of humor

Silence all pagers and cell phones!

80% is enough for now

Introduction

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 4

Task:

Project Management Life-Cycle

Introduction

Selection/ Initiation Definition Planning Execution Closure

Fast Start for Projects[FS/p]

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 5

Task:

Project Definition

It is a temporary endeavorHas a Start and Finish date

It produces a unique product or serviceIt has specific objectives and deliverablesIt is governed by constraintsIt is defined by a project plan

2

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 6

Task:

Project Tradeoffs & Constraints

5

SCHEDULESCHEDULESCOPESCOPE

(RESOURCES)BUDGETBUDGET

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 7

Task:

Project-Specific Roles

Project Sponsor (1) A senior manager who “owns” & champions the project in the organization.

Project Manager (1)Core Team Members (4-7) [Project Office & Subsystem Mgrs]

Project extended team members (number varies)

CollaboratorsFunctional/Line/Department ManagersStakeholders (Multiple)

1

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 8

Task:

Basic Project Team Organization

Finance

Core Team Member #1 Core Team Member #2

Core Team Member #3 Core Team Member #4

Project Manager

Sponsor

Customer

Planning, Integration & Control

1

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 9

Task:

Project Requirements

Overall project requirements define a specific capability, in terms of its required performance.Define what an asset must achieve.Foundation for the acquisition and are formally controlled.Evolve during concept exploration and design into increasing levels of detail.Connect the solution to the need.

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 10

Task:

Key Project Stakeholders

List all significant stakeholdersThe most important stakeholder is the customer!

Identify the project impact on the Stakeholder (high/low)Identify Stakeholder influence on the project (high/med/low)Identify key stakeholders that MUST be involved in scope determination & finalizationAssign team members to manage individual stakeholders

Stakeholders: Individuals and organizations who are actively involved in the project or whose interests cause them to have expectations. Stakeholders may positively or negatively influence the project outcome.

3

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 11

Task:

Project Objective Statement

What are we going to do?Why are we doing it?When will it be done?Where will it be done?What resources are requiredHow will it be judged?

4

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 12

Task:

Project Deliverables

Deliverables: The intermediate and final specific, measurable and tangible outputs.

PLANS

PRODUCTS

SERVICES

PROCESSES

6

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 13

Task:

Risk Assessment Matrix

PROBABILITY

RISK Low Medium High

High Medium High In Plan

Medium Low Medium High

Low Ignore Low Medium

IMPA

CT

7

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 14

Task:

Work Breakdown Structure

8

Project XYZ

Design Fabricate Install Inspection

AlignmentPlacementWork Package "n"Prelim. Drawings Activity "n"

Materials Tooling

Activities

The top level represents the total project

Sample Work Breakdown Structure

Activity "n"

Level 0

Level 1

Level 2

Level 3

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 15

Task:

The Schedule

9

The schedule is a graphic picture of the major tasks comprising the project (taken from the WBS) that are logically arranged, with their dependencies identified, and fitted to an actual calendar so that calendar start and completion dates can be determined.

A

B

E

C

DEND

(1) Network [Task-board]:

(2) Gantt Chart:

ID Task Name Start End DurationSep 2005

25

1 2d9/27/20059/26/2005A

3 2D10/3/20059/30/2005C

4 2D10/3/20059/30/2005D

5 3D9/30/20059/28/2005E

2 2D9/29/20059/28/2005B

6 0d10/6/200510/6/2005COMPLETE

Oct 2005

26 27 28 29 30 1 2 3 4 5 6

END

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 16

Task:

Fundamental Scheduling Concepts

Duration = Business days to do the work

Effort = Raw labor hours to do the work

9

ID Task Name Start End DurationSep 2005

25

1 2d9/27/20059/26/2005A

3 2D10/3/20059/30/2005C

4 2D10/3/20059/30/2005D

5 3D9/30/20059/28/2005E

2 2D9/29/20059/28/2005B

6 0d10/6/200510/6/2005COMPLETE

Oct 2005

26 27 28 29 30 1 2 3 4 5 6Effort

2d

1d

3d

2d

5d

0dEND

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 17

Task:

Milestones

Milestone Type (Input, Deliverable or Other)

Planned Date

Responsible Core Team

Member

Parts List Received from Procurement Group (I)

4/10/2004 Nick Derma

Final Drawing Package Issued (D)

5/25/2004 Paul Heinz

50% Progress Review with Customer (O)

7/3/2004 Sally Smith

9

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 18

Task:

Why Project Management?

Project management is the quickest, most cost- effective, and lowest-risk method to achieve scope, schedule and cost results for work that is temporary in nature and will result in a unique product or service.It is a world-wide proven business process that produces results if applied in a formal, standardized and disciplined manner, consistent with established DOE standards.

Introduction

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 19

Task:

Network Logic Diagram (Task Board)

Start EndFS

Finish-To-Start (FS)

FS

FS

FS

FS FS

FS

FSFSFS

D

I

Activity

9

ActivityActivityActivity

ActivityActivity

ActivityActivity

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 20

Task:

Outline & Planning Sequence

Introduction

CD - 0 CD - 1 CD - 2 CD - 3 CD - 4•Identify need

•Evaluate possible solutions

•Select appropriate solution

•Present Business Case

Establish preliminary organization

Identify stakeholders

Define objectives

Risk assessment

Define scope of work

Derive WBS

Prepare initial schedule

Establish Core Team

Optimize detailed schedule

Update risk assessment

•Launch project

•Monitor, track & report progress

•Manage risks & issues

•Manage stake-holders & customers

•Verify objectives met

•Finalize handover process

•Evaluate project

•Close out project

•Propose follow-on projects

•Prepare final reports

•Approval to close

Selection/ Initiation Definition Planning Execution ClosureOK OK OK

FS/p

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 21

Task:

Milestone on Post-It™ Note

Select design winner —

Paul Heinz9

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 22

Task:

Activity on Post-It™ Note

Start title with a verb

DesignCreateAssembleStudy

Core team member nameNo duration (yet)

Design manufacturing software —

John Smith

9

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 23

Task:

Post-It™ Note With Duration

Design manufacturing software —

100 workdays

John Smith

9

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 24

Task:

Post-It™ Note With Effort

Design manufacturing software —

100 workdaysJohn Smith600 labor

hours9

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 25

Task:

Finish-to-Start (FS)

Activity A Activity BFS

Activity B cannot start until Activity A finishes

9

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 26

Task:

Lag

Activity B is Finish-to-Start with Activity ABut Activity C cannot start until 10 days after Activity A finishes (a lag of 10 days).

Activity A Activity BFS

Activity CFS + 10 workdays

9

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 27

Task:

No Dangles!All Activities Must Have Relationships

Start EndFS

FS

FS

FS

FS

FS FS

FS

?FSFS

D

I

Activity

ActivityActivityActivity

ActivityActivity

ActivityActivity

9

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 28

Task:

Number Each Post-It™ Note

FS

FS

FS

FS

FS

FS FS

FS

FS

D

I

Activity#4

Activity#8

Activity#7

Activity#6

Activity#5

Activity#3

Activity#2

Activity#1

#11

#12

Start#9

End#10

9

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 29

Task:

Project Budget

10

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 30

Task:

Overall Project Schedule

10

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 31

Task:

Project Schedule By WBS

10

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 32

Task:

Project Schedule by Critical Path

10

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 33

Task:

Project Schedule By Responsible

Person

10

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 34

Task:

Resource Profile By Person

Project Start 4MAY99Project Finish 15SEP99*Data Date 4MAY99Plot Date 26MAY99

(c) Primavera Systems, Inc.

Schedule dates -----Project Schedule-----

Date ApprovedCheckedRevisionMCL Library

Labor Profile

JIMH Sheet 1 of 1

0

10

20

30

40

50

60

70

80

90

100

110

120

130

MAY 3

1999

MAY10

MAY17

MAY24

MAY31

JUN 7

JUN14

JUN21

JUN28

JUL 5

JUL12

JUL19

JUL26

AUG 2

AUG 9

AUG16

AUG23

AUG30

SEP 6

SEP13

SEP20

SEP27

Pe

rso

n-H

ou

rs

112

128

104

80

48

8

24

16

24

40 40

16

24 24

John Smith

10

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 35

Task:

The Project Process

Phase 0 Phase 1 Phase 2 Phase 3 Phase 4

Selection/ Initiation Definition Planning Execution Closure

FS/p

SponsorApproval

ProgramOffice

Approval

SponsorApproval

IntermediateReviews

CustomerSignoff

11

Copyright © 2003 PM tec, Inc; D. Sankey; D. Padelford. All rights reserved. 36

Task:

Minimum DocumentationProject Plan

Project Title: Revision No.:

Project Manager:

Customer(s):

Funding Sources:

Scope:

[Put Project Objective Statement Here]

Estimated Cost:

Assumptions:

Major Risks (Rate each as High/Medium/Low)

Resources: People:

Other (Equipment, Software, etc.)

Least Constrained More Constrained Most Constrained

Scope

Schedule

Resources/Cost

Schedule:

Key Deliverables/Milestones: Planned Completion Date

Actual Completion Date

Forecasted Completion Date

1. Project Start 2. 3. 4. 5. 6. Project Complete

Overall Project Summary Status:

Project Leader date: Sponsor date:

11