task: copyright © 2003 pm tec, inc; d. sankey; d. padelford. all rights reserved. 1 fast start for...
TRANSCRIPT
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
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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
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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
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Task:
Project Schedule by Critical Path
10
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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