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Project Management Leadership
Beahrs ELP Berkeley, CA
June 20, 2017
2:00 – 5:00 pm
Prof. Zachary A. Wong, Ph.D., D.A.B.T. zawong@sbcglobal.net
Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved
Purpose/Agenda
Importance of Project Management (PM)
8 Key PM Leadership Principles
Team Project Exercise – “Learn by Doing”
Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved
Importance of Project Management
Planned undertaking to achieve a specific objective within defined time period
New business, technology, environmental protection, clean water system, computer system, training program,
clean energy, conservation
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Copyright October 2004, Z. A. Wong All Rights Reserved
Project Management
Time
Resources
Processes
Costs
Ideas
Tools
People
Knowledge
Organized, Systematic Way to Get Things Done! On Time, On Budget, High Quality
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PMBOK® Guide
Project Management Body Of Knowledge
• Int’l standard, revised every 4 yrs
• 10 knowledge areas
• 5 process groups
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PMBOK® 10 Knowledge Areas
1. Project Integration Management 2. Project Scope Management 3. Project Time Management 4. Project Cost Management 5. Project Quality Management 6. Project Human Resources Management 7. Project Communications Management 8. Project Risk Management 9. Project Procurement Management 10.Project Stakeholder Management
Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved
Project Management Tools
UCB OE Project Management Tools:
http://vcaf.berkeley.edu/resources/operational-excellence/oe-project-management-tools
Project Management Software:
Microsoft Project, Basecamp, Trello
Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved
Textbook: Human Factors in Project Management Author: Zachary Wong
Purpose/Agenda
Importance of Project Management (PM)
8 Key PM Leadership Principles
Team Project Exercise – “Learn by Doing”
Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved
Principle #1: Follow 5 Phase Roadmap
Define
Plan
Execute
Monitor and Control Close
1
2
3
4
5
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10
Principle #2 Three Elements for Successful Projects
CONTENT
PROCESS
BEHAVIOR
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CLEAR purpose and goals
WELL-DEFINED plan, methods, procedures
TEAMWORK
11
Principle #3 Root Cause of Project Failures
Bad Team
Behavior
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Bad Team Behaviors Poor communications
Interpersonal conflicts
Low output
Bad leadership
“Difficult” personalities
Low accountability
Resentment, anger, mistrust
Exclusion
Copyright October 2016 Z. A. Wong All Rights Reserved
6
5 Phase Roadmap
Define CHARTER
Plan
Execute
Monitor and Control Close
1
2
3
4
5
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CONTENT
PROCESS
BEHAVIOR
14
“Go slow to go fast”
• Clear Goals • Clear Expectations
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Principle #4
Take Time to
“Frame the Project”
1. Purpose -- Idea, problem, need
2. Benefit – ROI, value to community
3. Scope of project -- investment, assets, people
4. Budget – investment, funding
5. Identify sponsor, stakeholders, management
6. Sponsor expectations
7. Define project success
Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved
Project Leadership
Trade-Offs – “You Can’t Have It All!”
Copyright October 2014, Z. A. Wong All Rights Reserved
Time
(Schedule)
Quality
(Deliverable)
Cost
(Budget)
Step 1. Define: Project Charter
Project “Contract” -- stakeholder expectations
– Objective
– Compelling Purpose /Benefit
– Frame/Scope
– Communications
– Rules/Requirements
– Sponsor/Stakeholder Expectations
– Deliverables and Milestones
– Resources
– Success Metrics Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved
Page 1
STOP
Communicate, Communicate, Communicate
18
Principle #5
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…with project stakeholders
Project Management Structure
Management Board Approvals
Project Manager Project Team
“SNAKE” with Project Management Board
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TIME Start End
Charter Design/Budget Changes
STEP 2. WORK PLAN Page 2 Project Management: 5 PHASES
Define
Planning Work Plan
•Roles/Responsibilities •Task and Schedule •Key Team Behaviors •Budget •Risk Mgmt
Execute
Monitor and Control
•Performance Metrics
Close
1
2
3
4 5
PROCESS
Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved
5 Phase Roadmap
Define
Plan
Execute
Monitor and Control Close
1
2
3
4
5
Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved
CONTENT
PROCESS
BEHAVIOR
22
“Be Inclusive”
X X X
X X X
Principle #6 Teamwork
Feeling Included, Respected, Valued
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Work Plan
Roles and responsibilities
Key team behaviors
Tasks and schedule
Managing risks
Page 2
STOP
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5 Phase Roadmap
Define
Plan
Execute
Monitor and Control Close
1
2
3
4
5
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What gets measured, gets done
25
Principle #7
Copyright October 2014, Z. A. Wong All Rights Reserved
Performance Metrics
Step 5. Monitor/Control Page 4
Performance Metrics Examples
% budget spent
% goals completed on time
# injuries or accidents
stakeholder satisfaction
Copyright October 2004, Z. A. Wong All Rights Reserved
Project Management: 5 Process Groups PHASES
Define
1
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Plan
Execute
Monitor and Control Close
2
3
4 5
No feedback, no improvement
28
Principle #8
Project Close
Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved
Summary: 8 Key Principles of PM Z. A. Wong
1. Follow 5 Phase Roadmap
2. Three key elements: Content, Process, Behaviors
3. Root cause of project failure: Bad Behaviors
4. Go Slow to Go Fast: Frame the Project /Charter
5. Communicate, Communicate, Communicate
6. Teamwork: Be Inclusive – respected, valued
7. Metrics: What gets measured, gets done
8. Project Close: No feedback, no improvement
Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved
International Best Practices: PMBOK Guide
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