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Principles of Project Management
A foundation course to project management terms and practices
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    Principles of

    Project Management

    An foundation course to project management terms and practices

    Bellevue College 2013

    Class # 1

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    ABOUT THE INSTRUCTOR

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    Bill Dow, PMP

    23 years in information technology

    22 in Project Management

    8 years at Microsoft, 10 running large PMOs Instructor of Project Management, currently teaching at

    Bellevue College, and has taught in other Colleges in

    British Columbia & Ontario, Canada

    Strong passion for Project Management, PMOs & ProjectManagement Methodologies.

    Author of two Project Management books and severalProject Management articles.

    Bill Dow, PMP:

    Author of The Tactical Guidefor Building a PMO and co-

    author of Project Management

    Communications Bible

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    Class Introductions

    This is the time to tell us about yourself

    Tell us the following: Your Name

    Current Position

    What you want from the course?

    Is there any burning questions you have

    around Project Management that you wantanswered for this class?

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    Class Introductions Class Involvement

    Engaged?:

    Risk?:

    Care about the Content?:

    10

    10

    10

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    Class Introductions

    Engaged?:

    Risk?:

    Care about the Content?:

    Rate your Class Involvement

    On a piece of paper write your involvement based on

    these 3 questions from 1 to 10.

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    Class Logistics Housekeeping:

    Phones, Breaks, Restrooms, Snacks, etc.

    Assignments: In-class and Homework

    Team members should swap email and phone #so you can communicate outside of the class.

    For lively discussions tell us about yourexperiences it will be fun and make the class abetter experience.

    Use the Google Group to communicate amongyour class members and instructor.

    Note: Failure to not do homework could result in not getting your certificate

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    Principles of Project Management

    Project Planning and Scheduling

    MS Project for Project Managers

    Managing Project Communication & Team Dynamics Project Execution, Monitor and Controlling

    Principles of Requirements Management

    Project Resource Management

    Project Process Development & Improvement Project Management Practicum

    12 Hours of Electives

    *See our website for a current, comprehensive list of electives.

    Bellevue College Project

    Management Certificate Program

    Bellevue College 2013

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    Divide the room into separate teams into

    even groups Name your team

    Introduce yourself to other members of

    the group Pick a class project It can be anything,but whatever it is, we will be doingexercises towards it throughout the class.

    Note: In the 2

    nd

    class you w ill be creating a stakeholder list, so start thinking

    about different types of stakeholders you will have on your project in the 3

    rd

    class you will be documenting 3 new requirements for this project, so

    consider that in the project you pick.

    First Exercise Form Teams

    Bellevue College 2013

    5 mins for this exercise!

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    Describe the key concepts and terminology utilizedby the Project Management Institute (PMI).

    Identify the purpose, benefits, and key projectoutputs for each of the project managementprocess groups (initiation, planning, execution,monitor and controlling, and closing).

    Course Objectives

    Bellevue College 2013

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    Use key tools and techniques to help initiate aproject successfully.

    Identify the common project managementorganization designs, influences and authoritylevels that a project manager must navigate whenmanaging a project.

    Course Objectives

    Bellevue College 2013

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    Todays Training Agenda

    PMIs five ProjectManagementProcess Groups

    and the ten ProjectManagementKnowledgeAreas

    Describe the keyconcepts andterminology

    utilized by theProjectManagementInstitute (PMI)

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    Objective 1

    Describe the key concepts and

    terminology utilized by the

    Project Management Institute

    (PMI)

    Bellevue College 2013

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    Publishes and updates A Guide to the Project Management Body ofKnowledge (PMBOK

    Guide)

    Largest PM-certifying body in the world

    Bellevue College is a PMI

    Registered Education Provider

    PMI - Puget Sound Chapter

    www.pmi.org www.pugetsoundpmi.org

    PMI

    Today

    Bellevue College 2013

    http://www.pmi.org/http://www.pugetsoundpmi.org/http://www.pugetsoundpmi.org/http://www.pmi.org/
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    Recognized globally for Project Management standards

    Certified Associate in Project Management (CAPM):

    Project Management Professional (PMP)

    and other certifications

    Each certification exam requires passing a rigorous test

    Depending on Experience Any PMI credential is a good

    credential to have

    Criteria often changes check the PMI website for the latestchanges that will impact you.

    Project Management

    Certifications

    Each certification exam requires passing a rigorous test

    Bellevue College 2013

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    PMBOK

    Guide

    A temporary effort, with a definite beginning and end

    Produces unique result, which is non-recurring

    Progressive elaboration more and more detail added

    Others

    Goal-oriented & interrelated work that produces deliverables

    Has customers and work plan, consumes resources, incurs costs(cost, schedule)

    Has expectations & specific objectives (performance)

    Involves several departments/functions

    What is a Project? Definitions

    Bellevue College 2013

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    A

    systematic

    way to obtain project success.

    Applies a disciplined process to identify and achieve:

    Why: purposes, drivers, opportunities

    What: objectives, scope

    When: timeframe, schedule How: technology, marketing, engineering

    Who: program manager, team, stakeholders

    Where: target market

    How much: budget

    How well: measurable criteria

    What-if: risk, contingency

    What is Project Management?

    Bellevue College 2013

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    Defines the vision, requirements, and scope

    Determines the work, resources, and schedule

    Manages work to successful completion

    The Project Management Process

    Bellevue College 2013

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    Project Management

    A temporary effortwith definite beginning and end.

    Produces unique resultnon-recurring.

    Progressive elaborationmore and more detail added.

    General Management

    On-going with no clearly defined beginning and end states.

    Customer driven

    Repeatable

    Organization driven

    Project Management vs. other types of

    management?

    Bellevue College 2013

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    Organizational Project Management

    Project Programs Portfolios

    Scope

    Defined objectives Large scope Organizational scope

    Change

    Expect change & keep itmanaged

    Change from inside andoutside the program

    Broader environment

    Planning

    High-level information High-level plans to guidedetails at component level

    Communication relative tothe aggregate portfolio

    Management

    Meet project objectives Provide vision Manage and coordinate staffor program and project

    Success

    Measured by product, quality,timeliness and budget

    Measured by satisfies theneeds and benefits

    Measured in terms ofperformance and benefits

    Monitoring

    Monitor the work Monitor progress Monitor strategically

    Comparative Overview of Project,

    Program, & Portfolio Management

    Bellevue College 2013

    Go to Table 1-1 PMBOK, fifth edition, pg. 8

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    Managing shared resources

    Identifying and developing project management methodology, bestpractices, and standards.

    Coaching, mentoring, training and oversight.

    Monitoring compliance management standards, policies, proceduresand templates.

    Developing and managing project policies, procedures, templates

    and other shared documents.

    Coordinating communication across projects

    Primary function of a PMO :

    Project Management Office

    Bellevue College 2013

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    What are Life Cycle Phases?

    Bellevue College 2013

    A phaseis a group of logically related activities producinga deliverable, result, or service that is needed for the nextphase.

    The PMBOKGuide refers to process groups that can be

    easily translated into phases: (PMI Standard)

    InitiatingPlanning

    Execution & Control

    Closing

    The phase depicts the timing of major tasks over the life ofa project. While usually completed sequentially, phasescan overlap (e.g., fast tracking).

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    Project Life Cycle:Deliverables and Level of Effort

    TasksBudgetsResources

    SchedulesRisksStaffing

    Source SelectionSolicitationEarned ValueChange ManagementQuality Management

    LessonsLearned

    Dispositionof Resources

    GoalsSpecifications

    ResponsibilitiesTeams

    LOW

    HIGH

    Initiating Planning Executing, Monitoring & Controlling Closing

    Typical Life Cycle Phases

    Communication

    Bellevue College 2013

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    Projects are all about the work we do onetime. Whether its designing an aircraft,building a bakery display case, or creating a

    business logo, every project produces anoutcome and every project has a beginningand end.

    Verzuh pg. 3

    Project vs. Operations

    Bellevue College 2013

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    Skill Check 1: Part A

    Bellevue College 2013

    Quiz 1: multiple choice

    10 minutes for students to complete

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    Break

    Bellevue College 2013

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    Role of the Project Manager

    Bellevue College 2013

    Responsibilities &

    Competencies

    Knowledge

    Performance

    Personal

    Interpersonal Skills

    Leadership

    Teambuilding

    MotivationCommunication

    Influencing

    Decision Making

    Political & cultural awareness

    Negotiations

    Trust buildingConflict Management

    Coaching

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    1. Project Assessment by understanding the endproduct/service/result and business case.

    2. Develop and present the project plan, in order to obtain approvalto execute the project.

    3. Implement the quality management plan.

    4. Maximize team performances through leading, mentoring,training, and motivating team members.

    5. Manage change to the project scope, schedule, costs via integratedChange Control.

    6. Measure project performance and communicate results to thestakeholders.

    7. Close the project by obtain financial, legal and administrativeclosure.

    What are the most important

    functions of a Project Manager?

    Bellevue College 2013

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    Goals & objectives are properly set & accepted (SMART) Resources are available

    Work is performed according to the plan

    Intermediate results move toward the original goal

    Stakeholders are kept abreast of project progress and expectedcompletion

    Original goal is still desired

    Plan is adjusted to provide guideline for achieving the desired goal

    Team is motivated

    A Project Manager Ensures That

    Bellevue College 2013

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    Market demand

    Solving a business need

    At the request of a customer Advances in technology

    New laws and regulations

    Ecological impacts

    Social need

    Projects are

    typically

    initiated as a

    result of one or

    more of the

    following:

    Why do projects get initiated?

    Bellevue College 2013

    PMBOK (fifth ed.), pg 69

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    Top ten reasons for project failure

    64% of project fail according to a 2012 PMI survey

    PMI received wisdom points to the following:- Lack of user involvement

    - Poorly defined requirements- Unrealistic timescales or resources- Scope creep- Poorly defined project roles and responsibilities- Inadequate change control- Poor testing- Ineffective project manager- Poor team dynamics & communication- Stakeholder conflict

    Top reasons project fail

    Bellevue College 2013

    64% of projects fail according to a 2012 PMI survey

    T 9 C f P j F il

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    Top 9 Causes for Project Failure

    1. Poor Communication

    2. Insufficient resource planning

    3. Unrealistic schedules

    4. Poor project requirements

    5. Lack of stakeholders buy-in6. Undefined success/closure criteria

    7. Unrealistic budgets

    8. Insufficient or no risk planning

    9. Lack of control/change process

    28.0%

    18%

    13.2%

    9.8%

    6.7%

    5.2%

    4.8%

    4.4%

    4.3%

    Survey Results

    Oth P j t F il S '

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    Other Project Failure Survey's

    Penn State University Study

    Lack of corporate leadership

    Poorly communicated deliverables and

    goals

    Team-related weaknesses Poor project management

    Deviation from schedule or budget

    Notice that there is no mention of technical

    limits

    Research from University of Karlsruhe

    Poor project management

    Uncontrolled soft factors

    Absence of change management

    Oth P j t F il S '

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    Other Project Failure Survey's

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    Skill Check 1: Part B

    1. What makes a project manager an effective leader?

    2. What makes a project manager an ineffective or poorleader?

    3. What skills does a PM need?

    4. What is the role of the PM?

    Bellevue College 2013

    Gather into your teams Take Post-It Note Pad and Write Technical on top of Paper and stick on wall. Take second Post-It Note Pad and Write Social/Personal on top of Paper and

    stick on wall.

    Be prepared to share with class

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    Break

    Bellevue College 2013

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    Objective 2

    Identify the project management

    processes for the five Project

    Management Process Groups and the

    ten Project Management Knowledge

    Areas

    Bellevue College 2013

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    TQM Total Quality Management by Edward Deming

    Demings Plan-Do-Act-Check

    Bellevue College 2013

    PDAC Video

    http://www.youtube.com/watch?v=947wRN72Wg0http://www.youtube.com/watch?v=947wRN72Wg0
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    What do you think of the video?

    Like it? Valuable? Not Valuable?

    What is the most valuable lesson you learned from the

    video?

    The check phase, is there a certain amount of time that

    should past before you check the progress?

    What is the purpose of the Act phase of this process?

    Bellevue College 2013

    Demings Plan-Do-Act-Check

    Video Discussion

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    Initiating Planning Executing

    Monitoring

    and

    Controlling

    Closing

    Project Management Process Groups

    Bellevue College 2013

    Go together

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    PMIs 1 Project Management

    Knowledge Areas

    Bellevue College 2013

    Which knowledge area is the hardest and most important to manage?

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    The Project Management Process(Initiation and Planning)

    EARNED VALUE

    MANAGEMENT

    CHANGE / CONFIGURATION

    CONTROL

    SCOPE

    Performance

    CHARTER

    (Authority)

    Project

    Boundaries

    Vision

    Goal

    PROJECT

    NEED

    WBS

    (Work Breakdown Structure)

    Tasks

    ResourcesDurationsPriorities

    Budgets

    BAC

    (Budget atcompletion)

    Applies Calendar dates

    for scheduling

    Establishes Project

    Baseline

    PROJECT SCHEDULENETWORK

    (A Scheduling Tool)

    Project Duration

    SlackCritical Path

    PROJECT EXECUTION

    MONITORING AND CONTROL

    TEAM BUILDING

    PROJECT CLOSURE

    RISK & ISSUE

    MANAGEMENT

    COMMUNICATION QUALITY MANAGEMENT

    Bellevue College 2013

    http://www.nist.gov/public_affairs/releases/baldrige_recipients2009.htmlhttp://www.nist.gov/public_affairs/releases/baldrige_recipients2009.html
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    The Project Management Process(Execution, Control, Closing)

    EARNED VALUE

    MANAGEMENT

    CHANGE / CONFIGURATION

    CONTROL

    BAC

    (Budget atcompletion)

    Applies Calendar dates

    for scheduling

    Establishes Project

    Baseline

    PROJECT SCHEDULE

    TEAM BUILDING

    RISK & ISSUE

    MANAGEMENTCOMMUNICATION QUALITY MANAGEMENT

    EARNED VALUE MGMTCV = EV-AC

    SV = EV-PV

    CPI = EV/AC

    SPI = EV/PV

    MANAGE

    CONTRACTS

    BAC

    (Budget atcompletion)

    PROJECT SCHEDULE

    TODAY

    EV

    AC PV

    EAC

    MANAGE

    PROJECT

    CLOSEOUTENSURE CUSTOMER

    SATISFACTION

    DELIVER FINAL

    PROJECT

    PROCUREMENTRFI

    RFQ

    RFP

    SELECT

    Bellevue College 2013

    http://www.nist.gov/public_affairs/releases/baldrige_recipients2009.htmlhttp://www.nist.gov/public_affairs/releases/baldrige_recipients2009.html
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    Charter

    Project Management Plan

    Scope Statement

    Requirements Traceability Matrix

    Scope Baseline

    Requirements Management Plan

    Schedule Management Plan Scope Management Plan

    Cost Management Plan

    Cost Performance Baseline

    Change Management Plan

    Human Resource Plan

    Risk Management Plan Process Improvement Plan

    Project Performance Baseline

    Quality Management Plan

    Procurement Management Plan

    Schedule

    WBS

    Issue Register

    Stake Holder Register

    Quality Matrix

    Quality Check List Performance Reports

    Team Agreement

    Risk Register

    Resource Calendar

    Contracts

    Resource Breakdown Structure RACI

    RAM

    Introduction to some of the

    Project Management Deliverables

    Bellevue College 2013

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    Students break into groups of 4 people

    Each group grab a deck of projectmanagement process cards

    In small groups, place the process cardunder the correct process group.

    Use the PMBOK to discuss where each

    process card would go among the membersof your group.

    Exercise Identify Project

    Management Planning Deliverables

    Flash Cards

    Bellevue College 2013

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    Quiz 2: Multiple choice and fill in the blanks

    10 minutes for students to complete

    Skill Check 2

    Bellevue College 2013

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    Class Summary

    1. Project Management Profession is taking off andproject managers are becoming more and morevaluable in the execution and controlling of aproject.

    2. PMI is the industry leader for project managementguides, processes and recognized around theworld.

    3. Follow the PLAN-DO-CHECK-ACT Process whenpossible.

    4. PMI has 5 lifecycle processes and 10 knowledgeareas that are applicable to any type of project.

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    Read Chapters 1,2 and 3 of the 5th

    editionof the PBMOK

    Read Chapters 1 & 2 of Eric Verzhuhs FastForward MBA in Project Management

    Bring in one concept area that you hadlearned in your reading and be prepared toshare at the start of next class.

    Homework