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Project Management Basics Michael Haas PMP Dina Keirouz PMP IIA Beach Cities Chapter September 20, 2017
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Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Aug 31, 2018

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Page 1: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Project Management BasicsMichael Haas PMPDina Keirouz PMP

IIA Beach Cities ChapterSeptember 20, 2017

Page 2: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Overview• Introductions• What is Project Management• What is the role of the Project Manager• Questions / Answers

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Page 3: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

IntroductionsMichael Haas, MBA, PMP• Senior Associate - PMA Consultants• Education - BS in Accounting, MBA in Finance • 15 years experience in project management, project

controls, planning and scheduling, cost management• Expertise in developing, implementing and supporting

Project Controls/Tools at Utilities and Ports

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Page 4: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

IntroductionsDina Keirouz, PMP• Managing Director - PMA Consultants• Education - BA in Architecture, BS in Construction

Management• 26 years of experience in Project and Construction

Management, and PM/CM best practices• Extensive working knowledge of project controls,

including developing and implementing program wide controls and PMIS’ for large CIPs

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Page 5: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

About PMA Consultants• Founded 1971, nationwide, 14 offices, 250+ people• Pure PM/CM firm• Certified Minority Business Enterprise (MBE)• Local presence, national expertise• Over 90% of PMA’s clients are repeat clients• Patented NetPoint/NetRisk

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SINCE 2000, PMA HAS BEEN RANKED IN THE TOP 50 CM-FOR-FEE

AND TOP 50 PM FIRMS

Page 6: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

PMA ConsultantsIndustries Include: • Ports and Harbors• Airports• Local Governments• Utilities/Energy• Transportation• Buildings

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Services Include: • Program/Project Management• Project Controls• Planning and Scheduling• Project Risk Analysis• Project Management Systems• Construction Claims• Benchmarking/Gap Analysis• Performance Audits

Page 7: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

What is Project Management

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Page 8: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Why do projects fail?• Poor project scope definition• Stakeholder misalignment• No pro-active risk management• No visibility/transparency on performance• No foresight (backward looking, not enough

forward looking)

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Page 9: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Why is Project Management Important

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Ensures we get the outcome that we expected

Page 10: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

What is a project?

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• Project – “A temporary endeavor undertaken to create a unique product, service or result.”

• Has a start and a finishPMBOK 5th Edition

Page 11: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

What is Project ManagementMethodical approach to planning and guiding project processes from conception to completion

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Page 12: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Key Concepts of Project Management

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• Scope Management• Schedule Management• Budget Management• Risk Management• Stakeholder Management

Triple Constraints

Page 13: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Framework for Project Management

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Page 14: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Scope Management

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Page 15: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Scope Management

Process Key BenefitCollect Requirements

Provides the basis for defining and managing the scope.

Define Scope Defines the boundaries by outlining which of the requirements will be include/excluded.

Create Work Breakdown Structure (WBS)

Provides a structured vision of what has to be delivered.

Validate Scope Brings objectivity to the acceptance process and increases the chances of acceptance of the final project by validating each deliverable.

Control Scope Allows the scope baseline to be maintained through-out the project.

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Page 16: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Collect the Requirements

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Requirements can be divided into groups to allow for further refinement (i.e. Business, Stakeholder, Technical Solution, Quality)

Page 17: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Define the Scope• Project Manager should understand why a

project is being sponsored and the value it represents to the business

• Project Scope Statement is a description of the project scope, major deliverable, assumptions and constraints

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Page 18: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Create the Work Breakdown Structure

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Lowest Level is the Work Package

Intermediate Levels are Summarizations

of work below

Level 1 is the project Project

WBS 1

WBS 1.1

WBS 1.2

WBS 2

WBS 2.1

Page 19: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Validate Scope• Validate scope focusing on the acceptance

of the deliverables• Quality control focuses on the correctness

of the deliverables

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Page 20: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Control the Scope • Make sure requirements are well defined• Involve users and stakeholders early on in the

project• Have a transparent protocol for scope change

management

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Page 21: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Schedule Management

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Page 22: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Schedule ManagementProcess Key BenefitDefine Activities Breaks down work packages into activities that provide the

basis for estimating, scheduling, monitoring and controlling the project work.

Sequence Activities Defines the logical sequence of work to obtain greatest efficiency given project constraints.

Estimate Activity Resources

Identifies the type and quantity and characteristics of resources required to complete an activity which allows for more accurate cost and duration estimates.

Estimate Activity Durations

Provides the amount of time each activity will take to complete.

Develop Schedule By entering the activities, durations, resources and relationships the scheduling tool will generate a scheduling model with planned dates for completing the project activities.

Control Schedule Provides means to recognize deviation from the plan and allows the project manager to take corrective/preventative actions to minimize risks.

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Page 23: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Define Activities• Activities are the fundamental work elements

of a project• The lowest level of a WBS and the smallest

subdivision of work that directly involves the project manager

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Page 24: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Sequence ActivitiesA network logic diagram is a logical representation of all the activities in a project showing their dependency relationships

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Page 25: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Estimate Activity Resources• Resources are typically divided into three

categories:• Labor (people) • Non-labor (equipment) • Material/Supplies

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Page 26: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Estimate Activity Durations• Estimates should come from the person/group

on the project team most familiar with the work being performed on the specific activity

• Duration x Units/Time = Units

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Page 27: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Develop Schedule• Critical Path Method (CPM) calculates the

longest path of planned activities to the end of the project

• This process determines which activities are "critical" (i.e., on the longest path) and which have "total float" (i.e., can be delayed without making the project longer)

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Page 28: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Control Schedule• Create a baseline schedule once scope is

finalized• Monitor progress against baseline schedule• Can only be changed through formal change

control procedures

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Page 29: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Budget Management

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Page 30: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Budget Management

Process Key BenefitDevelop Budget Determines the amount of costs required to complete

the project.Determine Baseline Determines the cost baseline against which project

performance can be monitored and controlled.Control Budget Provides a means to recognize variance from the

plan (baseline) in order to take corrective action and minimize risks.

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Page 31: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

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Develop Budget

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Control Budget

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• Determine baseline after the scope is finalized• Monitor project cost progress against baseline• Can only be changed through formal change

control procedures

Page 33: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Earned Value Management (EVM)Methodology that integrates scope, schedule, and cost measurements to assess “true” project performance and progress

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Page 34: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Stakeholders Management

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Identifying and engaging them early in the process is paramount.

Page 35: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Stakeholders Management

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High

Concern /Importance(or power)

Based on Jaap Schekkerman

Power vs. Interest

Keep Satisfied Manage Closely

Monitor(Minimum Effort)

Keep Informed

Low HighInterest level

Page 36: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Quality Management

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Page 37: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Quality Management

Process Key BenefitQuality Assurance Facilitates the improvement of quality processes.

Identifies the causes of poor quality and recommending and/or taking action to eliminate them.

Quality Control Validating that the deliverables meet the requirements specified by key stakeholders necessary for final acceptance.

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Page 38: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Risk Management

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Page 39: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Risk Management

Process Key BenefitIdentify Risk Documentation of the existing risks and the ability of the

project to anticipate them.Perform Risk Analysis(Qualitative and Quantitative)

Enable the PM to reduce the level of risk and uncertainty and focus on the high-priority risks.

Plan Risk Responses Addresses the risks by their priority and adds the needed resources to the project.

Control Risk Approves the efficiency of risk approach through out the project life cycle to continually optimize risk response.

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Page 40: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Risk ManagementQualitative risk analysis rapidly sorts the identified risks

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Page 41: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Risk Management

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Quantitative risk analysis identifies cost and schedule impacts

Page 42: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Best Practices• Create a Risk Register early on (during the

planning phase)• Prioritize your risks• Risk identification happens continuously. Make

it a standing agenda item at progress meetings• Be mindful of Issues or Events that have

associated risks• Clarify who is responsible for each risk• Monitor risks on weekly/monthly basis

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Page 43: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

What is the Project Management Plan• Project Management Plan acts as the road map for the

project• Describes the project goal (i.e. scope, schedule,

budget)• Describes how the project will be managed and

executed (i.e. scope control, risk register, quality management)

• It is created during the initiation phase of the project and should be maintained through out the project

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Page 44: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Project Management Plan Outline

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Page 45: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

What is the role of a Project Manager

The Project Manager has the overall responsibility and accountability for the successful initiation, planning, design, execution, monitoring, controlling, and closure of a project.

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Anticipating and Resolving issues; being ahead of the game

Page 46: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Characteristics of an effective PM

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• Accountable• Anticipates potential problems - Proactive• Resolves conflicts• Technically competent• Skilled politician• Good motivator• Visionary• Leads by example• Effective time management

Page 47: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

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Project Manager Evolution

Reactive• Waiting• Responding• Others Set the Agenda• Out of Control

Proactive• Anticipating• Taking Action to Avoid• PM Sets the Agenda• In Control

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Attributes of a Proactive PM

ANTICIPATES• Gains comprehensive

project understanding• Sets expectations• Monitors the situation• Analyzes the data provided• Communicates

TAKES ACTION QUICKLY• Sets the agenda• Maximizes the resources

available to tackle the problem• Makes a decision• Mobilizes the team• Communicates

Anticipates project problems and takes steps to avoid them

Page 49: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Questions?

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Page 50: Project Management Basics - Chapters Site · ... planning and scheduling, cost management ... monitoring and controlling the project work. ... Control Schedule • Create a baseline

Thank You!Dina Keirouz, [email protected]

Michael Haas, [email protected]

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