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© 2004-05, David Gadish, Ph.D. 1 Project Management Project Management CIS 486 CIS 486 Fall 2005 Fall 2005 Week 2 Lecture Week 2 Lecture Dr. David Gadish Dr. David Gadish
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Page 1: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 1

Project ManagementProject ManagementCIS 486CIS 486

Fall 2005Fall 2005

Week 2 LectureWeek 2 Lecture

Dr. David GadishDr. David Gadish

Page 2: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 2

Week 1 Review

My background Course outline Teaching philosophy, expectations Course structure Student survey Student introduction

Page 3: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 3

Week 1 Review

Information Technology in the Digital Economy (Ch-1)

The Harvard Case Studies– Team selection and assignment of cases

Page 4: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 4

Week 2 Overview

Student Introductions The Project Management and Information

Technology Context (Ch-2) The Project Management Process Groups

(Ch-3)

Page 5: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 5

Student Introductions

Your name What you do? How do you currently use technology? What do you want to do? Technology impacts on your future plans?

Page 6: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

6

The Project Management and Information Technology Context

Chapter 2

Page 7: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 7

Learning Objectives Understand the systems view of project

management and how it applies to information technology projects

Analyze a formal organization using the structural, human resources, political, and symbolic organizational frames

Explain the differences among functional, matrix, and project organizational structures

Explain why stakeholder management and top management commitment are critical for a project’s success

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© 2004-05, David Gadish, Ph.D. 8

Learning Objectives Understand the concept, development,

implementation, and close-out phases of the project life cycle

Distinguish between project development and product development

Discuss the unique attributes and diverse nature of information technology projects

List the skills and attributes of a good project manager in general and in the information technology field

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© 2004-05, David Gadish, Ph.D. 9

Projects Cannot Be Runin Isolation Projects must operate in a broad

organizational environment Project managers need to take a holistic or

systems view of a project and understand how it is situated within the larger organization

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© 2004-05, David Gadish, Ph.D. 10

A Systems View of Project Management A systems approach emerged in the 1950s to

describe a more analytical approach to management and problem solving

Three parts include:– Systems philosophy: View things as systems,

interacting components working within an environment to fulfill some purpose

– Systems analysis: problem-solving approach– Systems management: Address business,

technological, and organizational issues before making changes to systems

Page 11: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 11

Three Sphere Model for Systems Management

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Understanding OrganizationsStructural frame: Focuses on roles and responsibilities, coordination and control. Organizational charts help define this frame.

Human resources frame: Focuses on providing harmony between needs of the organization and needs of people.

Political frame: Assumes organizations are coalitions composed of varied individuals and interest groups. Conflict and power are key issues.

Symbolic frame: Focuses on symbols and meanings related to events. Culture is important.

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© 2004-05, David Gadish, Ph.D. 13

What Went Wrong? Many enterprise resource planning (ERP)

projects fail due to organizational issues. For example, Sobey’s Canadian grocery store chain

abandoned its two-year, $90 million ERP system due to organizational problems.

Sobey’s ERP system shut down for five days and employees were scrambling to stock potentially empty shelves in several stores for weeks.

The system failure cost Sobey’s more than $90 million and caused shareholders to take an 82-cent after-tax hit per share.*

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© 2004-05, David Gadish, Ph.D. 14

Many Organizations Focus on the Structural Frame Most people understand what

organizational charts are Many new managers try to change

organizational structure when other changes are needed

3 basic organizational structures– functional– project– matrix

Page 15: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

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Basic Organizational Structures

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Organizational Structure Influences on Projects

The organizational structure influences the project manager’s authority.

Page 17: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 17

Recognize the Importance of Project Stakeholders Project stakeholders are the people involved in or

affected by project activities Project managers must take time to:

– Identify– Understand– Manage

relationships with all project stakeholders Using the four frames of organizations can help

meet stakeholder needs and expectations Senior executives are very important stakeholders

Page 18: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 18

What Helps Projects Succeed?

The following items help IT projects succeed, in order of importance:– Executive support– User involvement– Experienced project manager– Clear business objectives– Minimized scope– Standard software infrastructure– Firm basic requirements– Formal methodology– Reliable estimates

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Need for Top Management Commitment Top management can help project

managers:– Secure adequate resources– Get approval for unique project needs in a

timely manner– Receive cooperation from people throughout

the organization– Learn how to be better leaders

Page 20: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 20

Need for Organizational Commitment to Information Technology (IT) If the organization has a negative attitude

toward IT, it will be difficult for an IT project to succeed

Having a Chief Information Officer (CIO) at a high level in the organization helps IT projects

Assigning non-IT people to IT projects also encourages more commitment

Page 21: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 21

Need for Organizational Standards Standards and guidelines help project

managers be more effective Senior management can encourage

– the use of standard forms and software for project management

– the development and use of guidelines for writing project plans or providing status information

– the creation of a project management office or center of excellence

Page 22: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 22

Project Phases and the Project Life Cycle A project life cycle is a collection of project

phases Project phases vary by project or industry,

but some general phases include– concept– development– implementation– support

Page 23: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 23

Phases of the Project Life Cycle

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Product Life Cycles

Products also have life cycles The Systems Development Life Cycle (SDLC) is a

framework for describing the phases involved in developing and maintaining information systems

Systems development projects can follow – predictive models: the scope of the project can be clearly

articulated and the schedule and cost can be predicted– adaptive models: projects are mission driven and

component based, using time-based cycles to meet target dates

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© 2004-05, David Gadish, Ph.D. 25

Predictive Life Cycle Models The waterfall model has well-defined, linear

stages of systems development and support The spiral model shows that software is developed

using an iterative or spiral approach rather than a linear approach

The incremental release model provides for progressive development of operational software

The prototyping model is used for developing prototypes to clarify user requirements

The RAD model is used to produce systems quickly without sacrificing quality

Page 26: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 26

Adaptive Life Cycle Models Extreme Programming (XP): Developers program

in pairs and must write the tests for their own code. XP teams include developers, managers, and users

Scrum: Repetitions of iterative development are referred to as sprints, which normally last thirty days. Teams often meet every day for a short meeting, called a scrum, to decide what to accomplish that day. Works best for object-oriented technology projects and requires strong leadership to coordinate the work

Page 27: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

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Distinguishing Project Life Cycles and Product Life Cycles The project life cycle applies to all projects,

regardless of the products being produced Product life cycle models vary considerably

based on the nature of the product Most large IT systems are developed as a

series of projects Project management is done in all of the

product life cycle phases

Page 28: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 28

Why Have Project Phases and Management Reviews? A project should successfully pass through

each of the project phases in order to continue on to the next

Management reviews (also called phase exits or kill points) should occur after each phase to evaluate the project’s progress, likely success, and continued compatibility with organizational goals

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© 2004-05, David Gadish, Ph.D. 29

The Context of IT Projects

IT projects can be very diverse in terms of size, complexity, products produced, application area, and resource requirements

IT project team members often have diverse backgrounds and skill sets

IT projects use diverse technologies that change rapidly. – Even within one technology area, people must

be highly specialized

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Define scope of project Identify stakeholders,

decision-makers, and escalation procedures

Develop detailed task list (work breakdown structures)

Estimate time requirements Develop initial project

management flow chart Identify required resources

and budget Evaluate project

requirements

Identify and evaluate risks Prepare contingency plan Identify interdependencies Identify and track critical

milestones Participate in project phase

review Secure needed resources Manage the change control

process Report project status

Fifteen Project Management Job Functions

Page 31: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

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Suggested Skills for Project Managers Project managers need a wide variety of

skills Comfortable with change Understand the organizations they work in

and with Be able to lead teams to accomplish

project goals

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© 2004-05, David Gadish, Ph.D. 32

Suggested Skills for Project Managers Project managers need both “hard” and

“soft” skills. Hard skills include product knowledge and

knowing how to use various project management tools and techniques

Soft skills include being able to work with various types of people

Page 33: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 33

Suggested Skills for a Project Manager Communication skills: listening,

persuading Organizational skills: planning, goal-

setting, analyzing Team Building skills: empathy,

motivation

Page 34: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 34

Suggested Skills for a Project Manager Leadership skills: set examples, be

energetic, have vision (big picture), delegate, be positive

Coping skills: flexibility, creativity, patience, persistence

Technological skills: experience, project knowledge

Page 35: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 35

Most Significant Characteristics of Effective and Ineffective Project Managers

Lead by example Are visionaries Are technically competent Are decisive Are good communicators Are good motivators Stand up to upper management

when necessary Support team members Encourage new ideas

Set bad examples Are not self-assured Lack technical expertise Are poor communicators Are poor motivators

Effective Project Managers Ineffective Project Managers

Page 36: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

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The Project Management Process Groups: A Case Study

Chapter 3

Page 37: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 37

Learning Objectives Describe the five project management

process groups, the typical level of activity for each, and the interactions among them

Understand how the project management process groups relate to the project management knowledge areas

Discuss how organizations develop project management methodologies to meet their needs

Page 38: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 38

Learning Objectives

Review a case study of an organization applying the project management process groups to manage an information technology project

Understand the contribution that effective project initiation, project planning, project execution, project control, and project closing makes to project success

Page 39: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 39

Project Management Process Groups Project management can be viewed as a

number of interlinked processes The project management process groups

include– initiating processes– planning processes– executing processes– controlling processes– closing processes

Page 40: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

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Overlap of Process Groups in a Phase

Page 41: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

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Relationships Among Process Groups and Knowledge Areas

Page 42: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

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Relationships Among Process Groups and Knowledge Areas

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Developing an IT Project Management Methodology Just as projects are unique, so are

approaches to project management Many organizations develop their own

project management methodologies, especially for IT projects

Blue Cross Blue Shield of Michigan used the PMBOK as a guide in developing their IT project management methodology

Page 44: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

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ITPM Methodology (Fig 3.2)

Page 45: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 45

Case Study: JWD Consulting’s Project Management Intranet Site This case study provides an example of what’s

involved in initiating, planning, executing, controlling, and closing an IT project

You can download templates for creating your own project management documents from the companion Web site for the book

Note: This case study provides a big picture view of managing a project. Later chapters provide detailed information on each knowledge area.

Page 46: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 46

Project Initiation Initiating a project includes recognizing and starting a

new project or project phase Some organizations use a pre-initiation phase, while

others include items like developing a business case as part of initiation

The main goal is to formally select and start off projects

Key outputs include:– Assigning the project manager– Identifying key stakeholders– Completing a business case– Completing a project charter and getting signatures on it

Page 47: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 47

Project Initiation Documents

Business case: See pages 74-76 Charter: See pages 77-78, also shown on

next two slides Note: Every organization has its own

variations of what documents are required for project initiation.

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© 2004-05, David Gadish, Ph.D. 48

Project Initiation Documents

It’s important to identify:– The need for projects– Who the stakeholders are– What the main goals are for the project

Page 49: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 49

JWD’s Project Charter

Page 50: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 50

JWD’s Project Charter

Page 51: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 51

Project Planning The main purpose of project planning is to

guide execution Every knowledge area includes planning

information (see Table 3-5 on pages 79-80)

Page 52: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 52

Project Planning Key outputs include:

– A team contract– A scope statement– A work breakdown structure (WBS)– A project schedule, in the form of a Gantt chart

with all dependencies and resources entered– A list of prioritized risks

See sample documents on pages 83-90, and refer to them later in the course

Page 53: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 53

JWD’s Project Gantt Chart

Page 54: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 54

JWD’s List of Prioritized Risks

Page 55: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 55

Project Executing

It usually takes the most time and resources to perform project execution since the products of the project are produced here

The most important output of execution is work results

Project managers must use their leadership skills to handle the many challenges that occur during project execution

Page 56: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 56

Project Controlling

Controlling involves measuring progress toward project objectives, monitoring deviation from the plan, and taking corrective actions

Controlling affects all other process groups and occurs during all phases of the project life cycle

Status and progress reports are important outputs of controlling

Page 57: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

© 2004-05, David Gadish, Ph.D. 57

Project Closing

The closing process involves gaining stakeholder and customer acceptance of the final product and bringing the project, or project phase, to an orderly end

Even if projects are not completed, they should be closed out to learn from the past

Project archives and lessons learned are important outputs. Most projects include a final report and presentations

Page 58: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

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Post-Project Follow-up

Many organizations have realized that it’s important to review the results of projects a year or so after they have been completed

Many projects promise potential savings, so it’s important to review the financial estimates and help learn from the past in preparing new estimates

Page 59: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

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Questions?

Page 60: © 2004-05, David Gadish, Ph.D.1 Project Management CIS 486 Fall 2005 Week 2 Lecture Dr. David Gadish.

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Next Week’s Agenda

Project Integration Management (Ch 4) Project Scope Management (Ch 5)