This document provides a project manual template for managing projects. It includes sections on communications, scope, scheduling, cost management, quality control, risk management, and other areas. The goal is to simplify project management processes for novice users. The manual explains key concepts and provides templates for documents like a project charter, work breakdown structure, schedule, and performance reports.
The document discusses improving the effectiveness of engineering meetings by prioritizing process improvements using an eight-step model. The model includes identifying critical to quality characteristics and critical process parameters, creating a relationship matrix between them, conducting a process failure modes and effects analysis, developing a control plan, and prioritizing improvement efforts. Implementing the first step of identifying CTQs and CTPs is highlighted as important for engineering meetings to focus on the most critical issues.
The document discusses business analysis, providing definitions and outlining key processes and documents involved. It defines business analysis as understanding an organization's structure, policies and operations to recommend solutions enabling goals. Key elements include the vision and scope report, requirements work plan, business requirements document, and traceability matrix. The document also outlines best practices for business analysis such as identifying problems, determining causes, managing stakeholders, and tracing needs throughout the process.
We all want to support the accomplishment of safe and trouble-free products and processes. Failure Mode and Effects Analysis has the potential to be a powerful reliability tool to reduce product design and manufacturing risk in a cost effective manner. With shorter product development times, tighter budgets and intense global competition, Design for Reliability tools such as FMEA must be applied correctly. Yet in practice, FMEA does not always achieve the expected results. Why is it that some companies have outstanding success in their FMEA application and others do not? What is the difference between well done and poorly done FMEAs? What are the essential elements of an effective FMEA process? These questions and more are answered in these three new short courses on FMEA.
Using JIRA & Greenhopper for Agile DevelopmentJeff Leyser
This document discusses using JIRA and Greenhopper for agile development. It provides an overview of JIRA as an issue tracking platform that can be used for various purposes including project management, help desk support, and software development. It also discusses Greenhopper, an agile project management plugin for JIRA that includes planning, task, and chart boards. The document concludes by encouraging evaluation of JIRA and Greenhopper.
This document discusses measurement system analysis (MSA), including attribute MSA. It defines key MSA terms and describes the importance, types, and steps of attribute MSA. The document provides examples of calculating kappa value, miss rate, and false rate from attribute MSA data to evaluate measurement system capability. Reasons for attribute MSA failure include issues with appraisers or inspection processes.
The document discusses five core quality tools: APQP (Advanced Product Quality Planning), FMEA (Failure Modes and Effects Analysis), PPAP (Production Part Approval Process), MSA (Measurement Systems Analysis), and SPC (Statistical Process Control). It provides a brief overview of each tool, noting that APQP is used to develop products that satisfy customers, FMEA ensures potential problems are considered, PPAP ensures products meet specifications, MSA assesses measurement systems, and SPC enables process control and improvement. The document emphasizes that these five tools are considered core tools for quality management.
IATF 16949:2016 is an automotive quality management system standard that is based on ISO 9001:2015 with additional automotive industry requirements. It aims to prevent defects, reduce variation and waste, and promote continual improvement. The standard contains 10 clauses covering quality management principles, leadership involvement, risk-based planning, resource management, production control, performance evaluation, and continual improvement. Key aspects include supplier management, design and development processes, internal auditing, management reviews, and corrective and preventive action.
This document discusses the issue tracking software JIRA. It provides an overview of what JIRA is, key concepts like customizable workflows, reasons to use JIRA like its extensive features and customizability, who uses JIRA with over 10,000 customers in 90 countries, and examples of features like issue creation, roadmaps, reports, notifications, searching and security. It concludes that JIRA is a capable issue management application that has grown to manage various business processes through workflow automation.
The document discusses improving the effectiveness of engineering meetings by prioritizing process improvements using an eight-step model. The model includes identifying critical to quality characteristics and critical process parameters, creating a relationship matrix between them, conducting a process failure modes and effects analysis, developing a control plan, and prioritizing improvement efforts. Implementing the first step of identifying CTQs and CTPs is highlighted as important for engineering meetings to focus on the most critical issues.
The document discusses business analysis, providing definitions and outlining key processes and documents involved. It defines business analysis as understanding an organization's structure, policies and operations to recommend solutions enabling goals. Key elements include the vision and scope report, requirements work plan, business requirements document, and traceability matrix. The document also outlines best practices for business analysis such as identifying problems, determining causes, managing stakeholders, and tracing needs throughout the process.
We all want to support the accomplishment of safe and trouble-free products and processes. Failure Mode and Effects Analysis has the potential to be a powerful reliability tool to reduce product design and manufacturing risk in a cost effective manner. With shorter product development times, tighter budgets and intense global competition, Design for Reliability tools such as FMEA must be applied correctly. Yet in practice, FMEA does not always achieve the expected results. Why is it that some companies have outstanding success in their FMEA application and others do not? What is the difference between well done and poorly done FMEAs? What are the essential elements of an effective FMEA process? These questions and more are answered in these three new short courses on FMEA.
Using JIRA & Greenhopper for Agile DevelopmentJeff Leyser
This document discusses using JIRA and Greenhopper for agile development. It provides an overview of JIRA as an issue tracking platform that can be used for various purposes including project management, help desk support, and software development. It also discusses Greenhopper, an agile project management plugin for JIRA that includes planning, task, and chart boards. The document concludes by encouraging evaluation of JIRA and Greenhopper.
This document discusses measurement system analysis (MSA), including attribute MSA. It defines key MSA terms and describes the importance, types, and steps of attribute MSA. The document provides examples of calculating kappa value, miss rate, and false rate from attribute MSA data to evaluate measurement system capability. Reasons for attribute MSA failure include issues with appraisers or inspection processes.
The document discusses five core quality tools: APQP (Advanced Product Quality Planning), FMEA (Failure Modes and Effects Analysis), PPAP (Production Part Approval Process), MSA (Measurement Systems Analysis), and SPC (Statistical Process Control). It provides a brief overview of each tool, noting that APQP is used to develop products that satisfy customers, FMEA ensures potential problems are considered, PPAP ensures products meet specifications, MSA assesses measurement systems, and SPC enables process control and improvement. The document emphasizes that these five tools are considered core tools for quality management.
IATF 16949:2016 is an automotive quality management system standard that is based on ISO 9001:2015 with additional automotive industry requirements. It aims to prevent defects, reduce variation and waste, and promote continual improvement. The standard contains 10 clauses covering quality management principles, leadership involvement, risk-based planning, resource management, production control, performance evaluation, and continual improvement. Key aspects include supplier management, design and development processes, internal auditing, management reviews, and corrective and preventive action.
This document discusses the issue tracking software JIRA. It provides an overview of what JIRA is, key concepts like customizable workflows, reasons to use JIRA like its extensive features and customizability, who uses JIRA with over 10,000 customers in 90 countries, and examples of features like issue creation, roadmaps, reports, notifications, searching and security. It concludes that JIRA is a capable issue management application that has grown to manage various business processes through workflow automation.
JARO Thermal ISO9001 2015 internal auditor training 20170118Ryan Chen
This document provides an overview and summary of an internal auditor training on the ISO9001:2015 Quality Management System standard. It outlines the agenda which includes an introduction to ISO9001:2015, the major changes from the previous version, and skills needed for internal auditing. It then summarizes each section of ISO9001:2015 including scope, leadership, planning, support, operations, performance evaluation and improvement. Key concepts like process approach, PDCA cycle and risk-based thinking are also explained.
The document lists various business analysis techniques used to organize, specify, model, validate, verify, prioritize, allocate, assess, transition, and manage requirements. It also discusses planning business analysis activities and stakeholder communication. Business analysis is performed through elicitation, documentation, analysis, validation, and management of requirements.
The document provides an overview of APQP (Advanced Product Quality Planning) and PPAP (Production Part Approval Process). It defines APQP as a standardized product development process used by automakers and their suppliers. PPAP defines the requirements and procedures for approving a product or service for production. The purpose of APQP and PPAP is to ensure effective communication, identify potential issues early, and verify the supplier has the ability to meet all requirements before production starts.
The document discusses quality assurance (QA) metrics in agile development. It begins by defining quality for both products and processes, noting that QA influence increases as development moves from requirements to validation. It then covers the types of metrics that can be used as a foundation for measuring product quality, including quantitative, qualitative, absolute, relative, and derivative metrics. Finally, it provides examples of QA metrics that can be used for daily monitoring of quality, as well as metrics that can be included in regular quality reports for sprints and releases.
This document provides an overview of the role of a business analyst, including defining business analysis, the roles and responsibilities of a business analyst, skills required, and how business analysts are involved in the software development lifecycle (SDLC). It discusses techniques business analysts use like SWOT analysis, gap analysis, risk analysis, and root cause analysis. The document also covers common diagrams used by business analysts like use case diagrams and activity diagrams, as well as tools and methodologies like Agile, Scrum, and UML. Finally, it defines key terms and jargon related to business analysis.
PMP Exam Flashcards common definitions 7th edition original v2.0Vinod Kumar, PMP®
The Project Management Professional (PMP) exam is quite hard. The exam consists of 200 multiple-choice questions in a period of only four hours. The questions are written for a high difficulty level and are designed to test your understanding of the subjects and the ability to problem solve in real life.
Flashcards are small note cards used for testing and improving memory through practiced information retrieval.
Hence, I have captured 342 of the most important common definitions around Project Management in the Microsoft PowerPoint Presentation format aligned with the NEW 2021 PMP Exam and the PMBOK Guide, it will be very useful while you are preparing for your PMP exam to understand the concepts and no need to memorize anymore, also you can quickly review during your free time.
At doubt you can easily do a quick search for the required Common Definition.
All the very best for your PMP Examination!
User Story Writing & Estimation For Testers By Mahesh VaradharajanAgile Testing Alliance
This session aims to introduce the critical aspects of user story formulation like INVEST principle, requirements hierarchy in Agile - with focus on aspects related to Agile Testing, such that it fits into the overall theme of the event. Through an exercise, with Lego blocks, the session will address the following aspects: Testability of user stories and importance of acceptance criteria. Handling NFRs - either as part of acceptance criteria or a new user stories. DoD and accommodating testing efforts as part of user story estimation; Defects as user stories. Dependency management between user stories via story maps.
Talk including Demo for the learning objectives outlined above
How to prepare for interviews to get the job you want. Online interview training course. How to answer interview questions. Building rapport with interviewers.
This document provides an overview of KB Asset Management Co., Ltd. including its ownership structure, subsidiaries, licenses, and regulatory status. KBAM is a wholly owned subsidiary of KB Financial Group, the largest financial group in South Korea. It is licensed by the Financial Services Commission to provide investment management and advisory services. A portion of KBAM's investment management activities are delegated to third party asset managers, and it has controls and monitoring in place for these delegated functions. KBAM also carries directors and officers liability insurance.
Learn JIRA Quickly
Plan, track, work – smarter and faster
http://www.udemy.com/learn-jira-quickly
Enhance your resume skills and improve your productivity quickly
JIRA is the project management and issue tracking software. It is used by teams in all types of products and industries. It's used by Agile teams, bug tracking, helpdesk tickets and thousands of companies!
It's a must skill to have in today's industry and this course will get you started with JIRA in under 2 hours.
The document provides an overview of the role of a project manager. It discusses that a project manager plays a critical leadership role to achieve a project's objectives from initiation through closing. The role of a project manager is compared to that of an orchestra conductor who leads a team and has both management and technical knowledge. A project manager is defined as the person assigned by the organization to lead the team responsible for achieving the project's objectives and has influence within the project team.
Correlation matrix with TS 16949-Iatf 16949prateek verma
This document provides a correlation matrix comparing the clauses between IATF 16949:2016 and ISO/TS 16949:2009. It shows that IATF 16949:2016 contains additional requirements compared to ISO 9001:2015, with some clauses being modified from ISO/TS 16949:2009. The matrix lists each clause, indicates if it is from ISO 9001:2015, additional for IATF, or modified from the previous automotive standard. This allows understanding the changes and relationship between the new and previous automotive quality management system standards.
In this Business Analysis training session, you will learn about basics of Business Analysis. Topics covered in this session are:
• Introduction to Business Analysis
• What is a Project?
• Business Process – What and Why?
• Who is a Project Manager?
• Who is a Business Analyst?
• What is Business Analysis and why is it important?
• Roles, Responsibilities and necessary Skills for a Business Analyst
• Introduction to SDLC
• Requirement Analysis
• Design Phase
• Development Phase
• Testing Phase
• Release & Maintenance
• Current Trends in BA
For more information, click here: https://www.mindsmapped.com/courses/business-analysis/become-a-business-analyst-with-hands-on-practice/
This is my proposal of how to provide sufficient level of self-organization and independency within big project-teams which use JIRA as a main tool for task tracking.
The document provides guidance on developing an effective control plan with three key sections:
1. The administrative section identifies critical information about the part or process including part numbers, suppliers, and required approval signatures.
2. The main section defines the key process parameters and controls for each step, including specifications, measurement techniques, sample sizes, frequencies, control methods, and reaction plans.
3. Effective control plans also include audit plans as a separate line to regularly validate that the documented controls match actual practice and ensure continuous improvement.
This document provides information about communication skills needed for employment interviews. It discusses what an interview is, the purposes of interviews from both the interviewer and interviewee perspectives, and different types of interviews. It also outlines fundamentals for facing an interview, including researching the company, dressing appropriately, preparing key points, and identifying achievements. The document discusses non-verbal communication components like eye contact, gestures, movement, and posture. It concludes with etiquette tips for before, during, and after an interview.
The document discusses Process Failure Modes and Effects Analysis (PFMEA) which analyzes manufacturing and assembly processes to identify potential failure modes caused by process deficiencies. A PFMEA includes a process flow diagram, failure analysis matrix, and process control plan. It assumes the design is valid, analyzes failure causes and effects, and recommends actions to eliminate root causes and detect failures. Benefits include improved processes, performance monitoring, and prioritizing resources to ensure process improvements benefit customers.
Welcome to My Presentation Project Planning Phase.pptxssuser060f5f2
The document discusses the project planning phase of project management. It begins by defining the project planning phase, noting that it establishes the scope, objectives, and roadmap for a project including the plan, schedule, constraints, and risk analysis. Several key aspects of project planning are covered, including communicating deliverables and responsibilities, preventing issues, and allowing for flexibility if needed. The document also provides details on what is typically included in a project plan such as a project charter, schedule, budget, and risk management plan. It emphasizes the importance of meeting with stakeholders early on and considering their needs.
JARO Thermal ISO9001 2015 internal auditor training 20170118Ryan Chen
This document provides an overview and summary of an internal auditor training on the ISO9001:2015 Quality Management System standard. It outlines the agenda which includes an introduction to ISO9001:2015, the major changes from the previous version, and skills needed for internal auditing. It then summarizes each section of ISO9001:2015 including scope, leadership, planning, support, operations, performance evaluation and improvement. Key concepts like process approach, PDCA cycle and risk-based thinking are also explained.
The document lists various business analysis techniques used to organize, specify, model, validate, verify, prioritize, allocate, assess, transition, and manage requirements. It also discusses planning business analysis activities and stakeholder communication. Business analysis is performed through elicitation, documentation, analysis, validation, and management of requirements.
The document provides an overview of APQP (Advanced Product Quality Planning) and PPAP (Production Part Approval Process). It defines APQP as a standardized product development process used by automakers and their suppliers. PPAP defines the requirements and procedures for approving a product or service for production. The purpose of APQP and PPAP is to ensure effective communication, identify potential issues early, and verify the supplier has the ability to meet all requirements before production starts.
The document discusses quality assurance (QA) metrics in agile development. It begins by defining quality for both products and processes, noting that QA influence increases as development moves from requirements to validation. It then covers the types of metrics that can be used as a foundation for measuring product quality, including quantitative, qualitative, absolute, relative, and derivative metrics. Finally, it provides examples of QA metrics that can be used for daily monitoring of quality, as well as metrics that can be included in regular quality reports for sprints and releases.
This document provides an overview of the role of a business analyst, including defining business analysis, the roles and responsibilities of a business analyst, skills required, and how business analysts are involved in the software development lifecycle (SDLC). It discusses techniques business analysts use like SWOT analysis, gap analysis, risk analysis, and root cause analysis. The document also covers common diagrams used by business analysts like use case diagrams and activity diagrams, as well as tools and methodologies like Agile, Scrum, and UML. Finally, it defines key terms and jargon related to business analysis.
PMP Exam Flashcards common definitions 7th edition original v2.0Vinod Kumar, PMP®
The Project Management Professional (PMP) exam is quite hard. The exam consists of 200 multiple-choice questions in a period of only four hours. The questions are written for a high difficulty level and are designed to test your understanding of the subjects and the ability to problem solve in real life.
Flashcards are small note cards used for testing and improving memory through practiced information retrieval.
Hence, I have captured 342 of the most important common definitions around Project Management in the Microsoft PowerPoint Presentation format aligned with the NEW 2021 PMP Exam and the PMBOK Guide, it will be very useful while you are preparing for your PMP exam to understand the concepts and no need to memorize anymore, also you can quickly review during your free time.
At doubt you can easily do a quick search for the required Common Definition.
All the very best for your PMP Examination!
User Story Writing & Estimation For Testers By Mahesh VaradharajanAgile Testing Alliance
This session aims to introduce the critical aspects of user story formulation like INVEST principle, requirements hierarchy in Agile - with focus on aspects related to Agile Testing, such that it fits into the overall theme of the event. Through an exercise, with Lego blocks, the session will address the following aspects: Testability of user stories and importance of acceptance criteria. Handling NFRs - either as part of acceptance criteria or a new user stories. DoD and accommodating testing efforts as part of user story estimation; Defects as user stories. Dependency management between user stories via story maps.
Talk including Demo for the learning objectives outlined above
How to prepare for interviews to get the job you want. Online interview training course. How to answer interview questions. Building rapport with interviewers.
This document provides an overview of KB Asset Management Co., Ltd. including its ownership structure, subsidiaries, licenses, and regulatory status. KBAM is a wholly owned subsidiary of KB Financial Group, the largest financial group in South Korea. It is licensed by the Financial Services Commission to provide investment management and advisory services. A portion of KBAM's investment management activities are delegated to third party asset managers, and it has controls and monitoring in place for these delegated functions. KBAM also carries directors and officers liability insurance.
Learn JIRA Quickly
Plan, track, work – smarter and faster
http://www.udemy.com/learn-jira-quickly
Enhance your resume skills and improve your productivity quickly
JIRA is the project management and issue tracking software. It is used by teams in all types of products and industries. It's used by Agile teams, bug tracking, helpdesk tickets and thousands of companies!
It's a must skill to have in today's industry and this course will get you started with JIRA in under 2 hours.
The document provides an overview of the role of a project manager. It discusses that a project manager plays a critical leadership role to achieve a project's objectives from initiation through closing. The role of a project manager is compared to that of an orchestra conductor who leads a team and has both management and technical knowledge. A project manager is defined as the person assigned by the organization to lead the team responsible for achieving the project's objectives and has influence within the project team.
Correlation matrix with TS 16949-Iatf 16949prateek verma
This document provides a correlation matrix comparing the clauses between IATF 16949:2016 and ISO/TS 16949:2009. It shows that IATF 16949:2016 contains additional requirements compared to ISO 9001:2015, with some clauses being modified from ISO/TS 16949:2009. The matrix lists each clause, indicates if it is from ISO 9001:2015, additional for IATF, or modified from the previous automotive standard. This allows understanding the changes and relationship between the new and previous automotive quality management system standards.
In this Business Analysis training session, you will learn about basics of Business Analysis. Topics covered in this session are:
• Introduction to Business Analysis
• What is a Project?
• Business Process – What and Why?
• Who is a Project Manager?
• Who is a Business Analyst?
• What is Business Analysis and why is it important?
• Roles, Responsibilities and necessary Skills for a Business Analyst
• Introduction to SDLC
• Requirement Analysis
• Design Phase
• Development Phase
• Testing Phase
• Release & Maintenance
• Current Trends in BA
For more information, click here: https://www.mindsmapped.com/courses/business-analysis/become-a-business-analyst-with-hands-on-practice/
This is my proposal of how to provide sufficient level of self-organization and independency within big project-teams which use JIRA as a main tool for task tracking.
The document provides guidance on developing an effective control plan with three key sections:
1. The administrative section identifies critical information about the part or process including part numbers, suppliers, and required approval signatures.
2. The main section defines the key process parameters and controls for each step, including specifications, measurement techniques, sample sizes, frequencies, control methods, and reaction plans.
3. Effective control plans also include audit plans as a separate line to regularly validate that the documented controls match actual practice and ensure continuous improvement.
This document provides information about communication skills needed for employment interviews. It discusses what an interview is, the purposes of interviews from both the interviewer and interviewee perspectives, and different types of interviews. It also outlines fundamentals for facing an interview, including researching the company, dressing appropriately, preparing key points, and identifying achievements. The document discusses non-verbal communication components like eye contact, gestures, movement, and posture. It concludes with etiquette tips for before, during, and after an interview.
The document discusses Process Failure Modes and Effects Analysis (PFMEA) which analyzes manufacturing and assembly processes to identify potential failure modes caused by process deficiencies. A PFMEA includes a process flow diagram, failure analysis matrix, and process control plan. It assumes the design is valid, analyzes failure causes and effects, and recommends actions to eliminate root causes and detect failures. Benefits include improved processes, performance monitoring, and prioritizing resources to ensure process improvements benefit customers.
Welcome to My Presentation Project Planning Phase.pptxssuser060f5f2
The document discusses the project planning phase of project management. It begins by defining the project planning phase, noting that it establishes the scope, objectives, and roadmap for a project including the plan, schedule, constraints, and risk analysis. Several key aspects of project planning are covered, including communicating deliverables and responsibilities, preventing issues, and allowing for flexibility if needed. The document also provides details on what is typically included in a project plan such as a project charter, schedule, budget, and risk management plan. It emphasizes the importance of meeting with stakeholders early on and considering their needs.
4 Project Goals, Scope, and CharterChaosDigital VisionGe.docxgilbertkpeters11344
4 Project Goals, Scope, and Charter
Chaos/Digital Vision/Getty Images
Learning Objectives
By the end of this chapter, you will be able to:
• Define important project management terms, including project goals, objectives, deliverables, and outcomes,
and understand how they fit into the project planning framework.
• Explain the purpose of strategic planning in linking organizational goals to programs and projects.
• Create project goals, objectives, and metrics.
• Write a project charter and scope of work.
• Discuss constraints and their role in project management.
• Identify aspects of project planning that can affect the success of a project.
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bar81677_04_c04_115-148.indd 115 9/9/14 10:46 AM
Introduction
Pretest
1. The goal of a project is to produce satisfactory deliverables on time and within budget.
a. True
b. False
2. Organizations do not always view projects that exceed their budgets as failures.
a. True
b. False
3. Organizations that avoid committing to long-term goals are more agile and therefore
more effective.
a. True
b. False
4. A statement of project goals describes top management’s expectations for a project.
a. True
b. False
5. Satisfying customers means meeting their service or product requirements.
a. True
b. False
6. The end users who purchase a product from a retail outlet are stakeholders in the
project process.
a. True
b. False
Answers can be found at the end of the chapter.
Introduction
You have probably been part of an organization or team activity that did not appear to have
direction, purpose, or goals. This kind of experience sometimes produces frustration, espe-
cially in organizations that are supposed to have a purpose, simply because people want to
know that they are part of something larger than themselves and that they can make a dif-
ference. Sometimes organizations have goals, but it seems like only top management knows
what they are. This chapter will explore the value of having organizational and project goals
and sharing them with the people charged with realizing them.
This chapter follows up on earlier chapters that dealt with the field of project management,
project phases in the cycle, and organizational design. The chapter will address how projects
are started, how they are aligned with the organization’s goals, and how individual project
goals and objectives are set to serve customers.
Once a project is selected and initiated in phase 1, phase 2 involves defining the project in a
project plan and preparing the project framework for execution. The next five chapters will
address the highlights and critical activities and tools used in this phase. This chapter discusses
important front-end planning activities such as setting project goals and objectives, linking the
H1
sec_n sec_t
bar81677_04_c04_115-148.indd 116 9/9/14 10:46 AM
Section 4.1 Project Goals and Objec.
BPP Training on Project Management - Day 1Imoh Etuk
This training was about exposing the employees of the Lagos State Public Service to the Contemporary Project Management Practices they can adopt to Enhance Project Delivery in the Pandemic Era for the Lagos State Public Service.
Upon successful completion of the training, participants s were to apply the generally recognized practices of project management acknowledged by the Project Management Institute (PMI) to successfully manage projects by:
• Getting started with project management fundamentals.
• Identifying organizational influences and project life cycle.
• Working with project management processes.
• Initiating a project.
• Planning a project.
• Planning for project time management.
• Planning project budget, quality, and communications.
• Planning for risk, procurements, and stakeholder management.
• Executing a project.
• Managing project work, scope, schedules, and cost.
• Controlling a project.
• Closing a project.
Project Scope Management typically refers to the extensive collection of processes that ensure the exact description and visualization of the ample scope of a project. The strategies of project scope planning and scope management allow the project managers to assign the recommended amount of work needed to complete a project effectively. It is concerned with the determination of what is included in the project and what is altered
4. Proper planning of a software project unless the project is trivia.pdfeyevisioncare1
4. Proper planning of a software project unless the project is trivial in size, is obviously
important for a software project to succeed. What information must be included in software
project planning document? Explain in a paragraph or two (15pt.) 5. Risk management is one of
CMMI KPA (Key Process Area). Explain its concept in a paragraph or two (10pt.)
Solution
Typically many of the project\'s key stakeholders, that is those affected by both the project and
the project\'s end result, do not fully understand the nature of the project plan. Since one of the
most important and difficult aspects of project management is getting commitment and buying,
the first step is to explain the planning process and the project plan to all key stakeholders. It is
essential for them to understand the importance of this set of documents and to be familiar with
its content, since they will be asked to review and approve the documents that pertain to them.
Components of the Project Plan Include:
Baselines. Baselines are sometimes called performance measures, because the performance of
the entire project is measured against them. They are the project\'s three approved starting points
and include the scope, schedule, and cost baselines. These provide the \'stakes in the ground.\'
That is, they are used to determine whether or not the project is on track, during the execution of
the project.
Baseline management plans. These plans include documentation on how variances to the
baselines will be handled throughout the project. Each project baseline will need to be reviewed
and managed. A result of this process may include the need to do additional planning, with the
possibility that the baseline(s) will change. Project management plans document what the project
team will do when variances to the baselines occur, including what process will be followed,
who will be notified, how the changes will be funded, etc.
Other work products from the planning process. These include a risk management plan, a quality
plan, a procurement plan, a staffing plan, and a communications plan.
Step 2: Define roles and responsibilities. Not all key stakeholders will review all documents, so it
is necessary to determine who on the project needs to approve which parts of the plan. Some of
the key players are:
Step 3: Hold a kickoff meeting. The kickoff meeting is an effective way to bring stakeholders
together to discuss the project. It is an effective way to initiate the planning process. It can be
used to start building trust among the team members and ensure that everyone\'s idea are taken
into account. Kickoff meetings also demonstrate commitment from the sponsor for the project.
Here are some of the topics that might be included in a kickoff meeting:
Step 4: Develop a Scope Statement. The Scope Statement is arguably the most important
document in the project plan. It\'s the foundation for the rest of the project. It describes the
project and is used to get common agreement among the sta.
The term ‘project management’ initiated its journey in the early 1950s. By definition, project management is the practice of planning and organizing an organization’s resources in order to move a specific task to completion. Before acquiring knowledge in project management, it is significant to know what a ‘project’ is. For this, you can avail our project management assignment help
This document discusses scope and time management in project management. It defines scope management as the processes of defining and controlling what is included in a project. Time management involves activity definition, sequencing, estimating durations, developing schedules, and schedule control. The key tools discussed are the work breakdown structure (WBS), network diagrams, Gantt charts, and critical path analysis. Scope management aims to control scope creep through verification and change control processes.
The document summarizes a half-day workshop on project management. The workshop covers understanding business needs and justifying projects, the project life cycle, developing a project charter, managing scope, schedule and budget using the triple constraints, planning and executing projects, communication plans, closing projects, and continuous improvement.
An integrative project management process involves ensuring proper coordination of project processes so project objectives are achieved. It is important because it helps with decisions by coordinating processes during planning and execution, which allows project managers to integrate processes, maximize performance, and meet goals throughout the project lifecycle. Not taking this approach can lead to issues if processes are not properly coordinated.
Project management is the application of knowledge, skills, tools, and techniques to project activities to meet the project requirements. The document provides an overview of project management including:
- Key project management terms like project, program, portfolio, stakeholders, and the project management life cycle.
- Reasons why projects fail and succeed and the importance of having a clear scope, sponsorship, and buy-in.
- The roles and responsibilities of the project manager in guiding a project to completion while meeting stakeholder needs.
- The project management process including initiation, planning, execution, monitoring and control, and closing.
- Deliverables created at each stage like the project charter, work breakdown structure, and
The document discusses project planning and outlines several key points:
1. Careful planning is important for project success and reduces time needed for implementation. Planning should not result in "paralysis by analysis" and must balance analysis with action.
2. The primary purpose of planning is to establish directions in sufficient detail to define what must be done, when, and with what resources to successfully complete deliverables.
3. Characteristics of a good plan include meeting organizational objectives, allowing for uncertainty and risk, and including means to control work.
This document discusses project management and defines it as planning related activities to reach an objective that has a beginning and end. It describes the key phases of project management as initiating, planning, executing, and closing. For each phase, it lists the common techniques used such as establishing teams, developing schedules and budgets, monitoring progress, and conducting reviews. The overall purpose of project management is to link goals to stakeholder needs and help complete projects on time and within budget.
Project workflow management requires a ton of documentation. From establishing the desired result and project goals, to determining an accurate deadline, it’s important work. And if you don’t do it right, it costs your business in time and money. But you’re not just gambling with your business’s time and money. You’ve also got to consider your most important asset – your employees. Inefficient project workflow management will have a negative impact on your employee morale. This is certainly something you don’t want to potentially flush down the drain. So, how can you get project management right? DOCUMENTATION. Breaking down your project with workflow documentation will help you get the bigger picture of your project and all variables involved in its completion. We love finding how work can be compartmentalized into a workflow for a streamlined experience, and we’re going to show you how you can do that with your project management.
How Project Management Leads to Better OutcomesAllison Reznick
Implementing project management practices can have
widespread benefits for an association. Here's a primer on
what effective project management looks like and how
associations might use it.
Project workflow management involves documenting all the tasks, tools, responsibilities, and processes involved in a project from start to finish. This includes creating a standardized template that lists out each step, the resources needed, and who is responsible for each task. Implementing project workflow management provides benefits like completed tasks following standards, increased project visibility, reduced errors and risks, and standardized processes across departments. Software can help automate workflows and provide a centralized place to store all project documentation for increased organization, accountability and productivity.
Managing your projects effectively in a shared resource environmentStephen Hightower
Stephen Hightower discusses how using checklists can help project managers deliver projects on time. Checklists provide a structured and repeatable process to manage complexity and ensure critical tasks are completed. Dr. Atul Gawande's book "The Checklist Manifesto" explains how checklists have been successfully used in industries like aviation and construction. Hightower argues that utilizing checklists in the first 30 days of a project is especially important for setting up success, as that initial period often determines the ultimate outcome of the project.
This document discusses changes to the Project Management Body of Knowledge (PMBOK) Guide. It notes that the current edition focuses on delivering outcomes regardless of approach, in contrast to previous editions which focused on inputs, tools/techniques, and outputs. The shift is from a process-based standard to one based on principles. There are now eight project performance domains that represent critical activities for effective delivery. Tailoring allows adaptation of approaches, governance, and processes to suit different environments and work. The guide recognizes that no publication can include all tools and techniques, so it presents commonly used models, methods, and artifacts.
The document provides an overview of software project management. It discusses what a project is, defines project management, and outlines the key components and processes of project management including initiation, planning, execution, monitoring and control, and closure. It also discusses enabling factors for effective software project management, focusing on people, problem, and process.
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Project Manual
1. Project Manual
Prepared for: Vittal S. Anantatmula DSc MS MBA PMP CCE
Prepared by: Joseph Lynn
November 9, 2010
Western Carolina University Cullowhee, NC 28723
JoeLynnMPM@Gmail.com
2. Table of Contents
Executive Summary 1
Objective 1
Intended Use 1
How to Use 2
Scope 2
Communications 3
Stakeholder Management 3
Communications Plan & Information Distribution 4
Change Management 4
Performance Reporting 4
Scope 5
Project Charter 5
Requirement Management Plan 5
WBS & WBS Dictionary 5
Define Scope & Outside of Scope 6
Mile Stones 6
Schedule Development 7
Find Dependencies & Sequence Activities 7
Duration Estimates 7
Project Schedule & Baseline 8
Cost Management 9
Budget 9
Cost Estimating 9
Control Cost 10
Quality Control 11
Quality Management Plan 11
Quality Audits 12
Project Performance 12
Lessons Learned 13
Western Carolina University Cullowhee, NC 28723
JoeLynnMPM@Gmail.com
3. Risk Management 14
Risk Identification 14
Risk Management Plan 14
Risk Register 14
Risk Data & Audit 15
Contracts & Procurement 16
Select Sellers 16
Procurement Plan 16
Contract 16
Project Acceptance 16
Project Closure 16
Team Development 17
Formation 17
Leadership 18
Empowerment & Delegation 18
Influence 19
PM Office Integration 20
Develop Standards 20
Training & Mentoring 20
Support 20
Appendix 21
Charter Example 21
AON & AOA 23
Forward & Backwards Pass 23
Selection Criteria Example 24
Western Carolina University Cullowhee, NC 28723
JoeLynnMPM@Gmail.com
4. Executive Summary
Objective
To create a project manual that incorporates best practices for either organizations or individuals
who are not entirely familiar with the tools necessary to complete a successful project. A
successful project is defined as a non-reoccurring activity that produces results under budget, on
time, and within the decided framework. The manual will be as simple as possible and must be
able to be used by novice to project management.
The goal of this manual is to take complex ideas and make them simple enough that anyone can
manage a relatively small project with little experience.
Intended Use
This manual is intended for organizations or individuals who do not have a permanent project
management office or process. It is for entities that for any reason do not currently have a project
management process or method and may not have the desire to create one. The manual will focus
on what it takes to complete a project and will provide the basic tools for such a use. It is not a
complete document of all the tools and methodologies for project management. If the entity
using this manual were to decide to create a permanent project office it would be advised to only
use this manual as a base and to incorporate more detailed tools & methods to fit the various
needs of different projects.
The idea is that an entrepreneur or the like will need to manage a project, yet will not have the
resources to hire a professional project manager or may not need one. This can work as a ‘do-it-
yourself’ guide for such a person.
How to Use
The manual is, more or less, in the order of importance. While at some points of the project the
project manager will need to either skip ahead or move back within the manual, the order in
which activities need to be done are as chronological as possible given the complex nature of
managing the unknown nature of many projects.
Using this manual, a project manager would want to read through it first. Then, begin at the start
and work on completing the steps necessary to work through the project. Project management
has two extremely important aspects on which this manual will focus: Planning and
Communication. While communication has it’s own section planning, it is equally important.
Much of the documentation is about planning for the project. The goal of project management is
to limit risk of the unknown through planning and communication.
Project Manual 1
5. Scope
As mentioned above, the goal of this manual is to make project management accessible to
anyone who may need it for a given project. It will not be a comprehensive document. It will also
not necessarily help with the PMP certification. The document will include communication and
planning methods for project. Initiating, Executing, Monitoring & Controlling, and Closing
processes are to be covered although not in as great of detail as planning and communications.
Project Manual 2
6. Communications
A project manager (PM) must be good at stakeholder management & preparing for the unknown.
Planning is a process that can be taught and perfected through repetition. Communication is
a continuously improving process that one must practice daily; yet must be discussed in any
PM guide.
Stakeholder Management
.
Stakeholder management and communication are two of the most important aspects of managing
any project. The project manager’s job is to facilitate communication, manage the risk of
uncertainty, and manage stakeholder’s expectations. While there is a good deal of technical
information surrounding managing uncertainty, and there is even some technical
consideration for communication most of communication and stakeholder management are
abstract principles that must be practiced daily. Any person’s communication skills and
stakeholder understanding will be done in small increments on a daily basis.
Project Manual 3
7. Communication Plan & Information Distribution
Use the Stakeholder Identification & Strategy Template to determine who needs to be
communicated with. The Communication plan will determine how, and how often. While the
template below can be used it is mostly to give the user a general idea of what is needed.
Separating the forms into different list might be a better method. It is up to the user. Like with all
of the templates and suggested documentation methods in this manual remember to use what is
needed and to adjust it based on your own projects needs. For some projects it might be better to
add a communication log to track who is getting what and when, while other projects may only
need to know who is responsible for what.
Stakeholder Identification, Strategy Template & Communication
Name: Contact Info Position or Role Influence
Strategy: Com. Method How Often Message
Notes
Change Management
Any changes to the cost, schedule, quality, or scope of the project must be reported and
managed. A change management plan must consist of a definition of change, a reporting method,
which is responsible for accepting change, and a method for accepting or denying said change.
The important part of change management is to ensure that all change is submitted and approved
in writing. This prevents more than just future communication issues it also protects against legal
issues. A policy of documentation provides leadership with the necessary authority expected in
the legal world.
Performance
Performance needs to be followed and understood. Measuring performance not only to ensure
the project is on target, it also allows for recognition of excellence among team members. There
must be team assessments, contractor assessments, and project assessments. These reports can be
combined into a single document, be separated into more detailed individual documents, or be
very informal. It is suggested that there be some sort of standardized process for evaluating
performance especially when it comes to the people involved in the process. This ensures that
biased is limited to work results and not personal feelings. It is not uncommon for one of the
better team members to not have the best relationship with the leadership while a less productive
member to have a great relationship with leadership. Both of their evaluations must be as
performance related as possible.
Project Manual 4
8. Scope
Project Charter
The project charter gives the authority to the project manager and allows for resources to be used
on the project. It outlines high-level requirements, budgets and describes the projects. (See
Appendix 1 for an example of a Project Charter.) The Project Charter is one of the most
important documents in the project management process because it authorizes the project and
lays out the framework for the basic plan. Simply put the Project Charter is the foundation that
the rest of the project is built.
Requirement Management Plan
At this point it is time to decide what is required of the project. The actual deliverables should be
decided upon at this point. A deliverable is anything that is to be created, or completed as the
result of the work being done. Prioritization is possible during this part of the planning, but it can
also be done later during the scheduling process of the project.
Work Breakdown Structure & WBS Dictionary
The Work Breakdown Structure or WBS is a hierarchical decomposition of deliverables. The
WBS should begin with the deliverable followed by the work necessary to complete the
deliverable. The people who will be completing the work best decide upon work packages.
1.0 Widget
1.1 Build Widget
1.1.1 Materials
1.1.2 Tools
1.2 Widget Design
1.2.1 Scope
Or
Project Manual 5
9. WBS Dictionary
The WBS Dictionary gives greater detail into the work packages. It allows for further description
on work, cost, and schedule requirements for given work packages.
WBS Name & ID: Due Date:
Description of Work:
ID Activity Labor & Materials Total Cost
Acceptance Criteria Relevant Information
Define Scope
Scope is what the project is intended to complete. It is easier to define the scope after the
completion of the WBS because it will give an clearer idea of what is not going to be done by the
project as well as what is to be done. By deciding that certain things will not be considered part
of the project initially it will help to keep the project from growing beyond the desired results of
the project. This is typically called ‘scope creep.’
The scope is the sum total of the project. It is similar to the goal of the project. If the project were
intended to ‘work on landscaping,’ then the scope would be ‘any outside landscaping on our
property.’ Anything outside of be ‘any outside landscaping on our property’ would be considered
outside of scope. IE: Panting the deck. Details outside of scope should be mentioned so that it
does not become part of the project later. This often leads to ‘scope creep.’
Mile Stones
Mile Stones are major events that give important stakeholders a reference point as to the projects
progress. Going back to our yard example mile stones could be:
Mow the lawn
Trim the bushes
Water the Flowers
After each objective is met then a milestone is complete and the project is closer to completion.
Project Manual 6
10. Schedule Development
Find Dependencies & Sequence Activities
The first part of developing the schedule is to find dependencies. Simply put this means putting
work that must be done before another task first. There are three kinds of dependencies:
1. Mandatory Dependencies: Dependencies that must occur before a task can be begun. An
example would be the foundation must be in place before the walls can go up in a house.
2. Discretionary Dependencies: Dependencies that the project team would like to see for
whatever reason. An example would be painting a room before the carpet was laid.
3. External Dependencies: Outside factors that must occur before the task can begin. An
example would be delivery of drywall has to happen before the drywall can be put in
place.
After all the dependencies are realized it becomes much easier to sequence the activities.
Activities can be sequenced using the following document:
Network Data
Activity WBS Activity Name Predecessor(s)
Duration Estimates
Typically there are three ways to estimate task duration. These include Parametric, Analogous,
and Three Point Estimates. For our purposes we will focus on the last two: Analogous and
Three Point Estimates.
Analogous Estimate
WBS ID Previous
Activity (PA)
Previous
Duration
(PD)
Current
Activity
(CA)
CA/PA=M
PD*M
Duration
Estimate
1.1 160 Sq ft 10 days 200 Sq ft 200/160=1.25
10*1.25
12.5 days
Three Point Estimate
WBS ID Optimistic
Duration (O)
Most Likely
(M)
Pessimistic
Duration (P)
(0+4M+P)/6 Duration
Estimate
1.1 10 days 12.5 days 17days (10+4*12.5+17)/6 12.83 Days
Project Manual 7
11. Project Schedule & Baseline
Now the schedule will be developed. Often times what is known, as a Gantt chart will be used to
show the project schedule. Typically this is done using various project management software. If
no software is available using the network diagram will work just as well. Bellow is an example
of both Activity-on-node and Activity-on-arrow diagrams (See Appendix 2). The darker arrows
represent the critical path, or the path of task within a given project that cannot go part their
scheduled duration or it will affect the entire projects duration. ES is the early start or the earliest
the task can begin. D is duration while S is slack or amount of time that is ‘free’ for the task and
will not affect the entire project. EF is early finish or the earliest the task will be finished while
LS and LF represent the latest times that the task can go before they begin to delay the project.
(Appendix 3 for formulas)
Project Manual 8
12. Cost Management
Budget
The total amount that is available for the project. A budget should be made after the cost
estimates are complete to ensure that the project can and will be adequately funded.
Cost Estimating
Like duration estimates cost estimates uses Parametric, Analogous, and Three Point Estimates
but cost estimates also has a fourth-Bottom-up Estimates.
Parametric Estimate
WBS ID Cost Variable Per Unit
Cost
Number Of
Units
Estimate
1.1 Sq ft $12.50 16 $200
Analogous Estimate
WBS ID Previous
Activity (PA)
Previous
Cost (PC)
Current
Activity (CA)
CA/PA=M
PC*M
Estimate
1.1 220 Sq ft $3,500 300 300/220=1.36
3500*1.36
$4,773
Three Point Estimate
WBS ID Optimistic(O) Likely(M) Pessimistic(P) (0+4M+P)/6 Estimate
1.1 $3,500 $4,773 $5,680 (3500+4*4773+5680)/6 $4,712
Project Manual 9
13. Bottom-up Cost Estimates attempts build the cost up from all relevant information. It takes all
the resources that are going to be used in the task or project and adding them together to arrive at
an estimate.
WBS
ID
Labor
Cost
Material Supplies Equipment Direct
Cost
Indirect
Cost
Reserve Total
Control Cost
In order to ensure that the project is running under budget cost must be measured and controlled.
It is ideal to develop a cost baseline that tells the project manager and anyone who needs to know
exactly where the project is in terms of budget. Project management borrows some ideas from
accounting and finance to measure and control cost. Earned value is a system that is able to show
cost variance and allow for a project manager to know when and how to correct any variance.
Earned value also shows any schedule variance. Used in combination the PM can see if the
project is ahead of or behind schedule and cost. Below is a list of formulas used in earned value.
They are not too terribly difficult so long as one understands the projects budget, planned
schedule, and planned cost.
Project Manual 10
14. Quality Control
Quality Management Plan
In project management there are what is called the ‘Iron Triangle’ or the “Triple Constraints.’
Both names are a name for the relationship of cost, time, and scope. One cannot be changed
without affecting another. Now it is widely understood that there is a fourth part to the ‘triangle’
called quality.
While the quality of the good or service can be adjusted to reduce any of the other three
constraints it is strongly not advised. Quality should be planned for. It is quicker, cheaper, and
easier to do something right the first time than it is to redo the work to get it right.
A quality management plan must include a section that states who is responsible for what, a way
to ensure quality, to control quality, and to improve quality. The quality plan is a forward-
looking method to understand the needs of the project from a perspective that eliminates rework
and waste.
Project Manual 11
15. Quality Audit
A quality audit is a way to independently review any part of the project or project elements. The
audit should give the reader an idea of what is working and what needs improvement. It should
also give descriptions of defects and deficiencies.
Project Performance
Measuring project performance has many different methods. The easiest is the Earned Value
method that was discussed on page 10 under the Cost section. In order to measure a projects
performance a baseline is necessary. A baseline is essentially what is expected at this point in the
project.
Other performance measurements should include team assessments, and contractor assessments
as well as project assessments. Below is a quick form that can be expanded upon as needed to
monitor performance.
Project Manual 12
16. Project Performance
Project Title: Date: Contractor & Team
Information
Earn Value Report
Mile Stones
Completed:
Mile Stones Missed: Interpersonal
Performance:
Schedule EV:
Upcoming Mile Stones: Impact Of Misses: Technical Performance: Cost EV:
Planned Preventions: Causes: Disputes/ Issues: Corrective Action:
Notes:
Lessons Learned
Lessons learned are a way of documenting issues & successes for future reference. One of the
important aspects of Project Management is the continued growth of the PM and Project
Management Office. If this ends up being the only project that is completed a lessons learned
may not be as important, but it should be noted that there is always the possibility of future
projects. A key to lessons learned is the ability to review the results when needed. This is why it
should be documented.
Positive Results Needs Work
Scope
Time
Cost
Quality
Communication
Stakeholder Management
Team Development
Vendor Management
Vendor Issue Resolution Comments
Comments:
Project Manual 13
17. Risk Management
Risk Identification
The first part of risk management is to identify risk. This is done trough brainstorming and
putting the information into a spreadsheet.
Risk ID: Risk: Impact On: Comments:
Risk Management Plan
The Risk Management Plan is were the methods of dealing with potential risk is decided upon.
Remember risk can be positive or negative. Risk can either be accepted, transferred, avoided, or
mitigated if it is negative. Positive risk can be shared, exploited, or enhanced. Whatever risk
strategy is chosen the type of risk must be understood first. Since project management is the
management of risk due to uncertainty it is best to learn to understand risk identification.
A risk management plan should identify approaches to dealing with risk the probability of the
risk occurring, who is responsible for the risk, impact, risk tolerance, contingency plans & funds,
and any other relevant information regarding the managing of risk.
Risk Register
Risk ID Statement Probability Impact Score Response
1, 3, or 5 1, 3, or 5 P*I=
For the scores it is best to only use three numbers to give a risk assessment of low, medium, or
high. It is more accurate this way and does not force the person or persons identifying the risk to
over think the results. So, a 1, 3, or 5 would be great identifiers.
After Risk Strategy
Risk ID Probability Impact Score Actions Status Comments
1, 3, or 5 1, 3, or 5 P*I=
The results are then placed into the Probability Impact Matrix. A Probability Impact Matrix is a
great way to give visual aid to the likelihood that an event will occur and the impact of such an
event.
Project Manual 14
18. Risk Probability Impact Matrix
Low Probability ----------------Medium Probability---------------High Probability
HighMediumLow
Impact
Risk Data & Audit
Risk assessment must be revisited periodically to ensure that the event is being managed
properly. A complete data sheet can give the PM a base to begin the risk audit. Periodically
reviewing the data and assessing the probability of the event occurring plus finding any new risk
factors is key to the projects success.
Risk Data Sheet
Risk ID: Description:
Status: Cause:
Probability Score: Responses:
Person Responsible: Actions Taken:
Residual Risk Contingency:
Comments:
Project Manual 15
19. Contracts & Procurement
Select Sellers
Selecting contractors is one of the most important aspects of procurement. It consists of deciding
upon parameters for what is needed from the contractor to what is the weighted value for
selecting a contractor. Price is arguable the most import part of the selection process, but it
MUST NOT be the end all reason for the decision. Just because one entity is the cheapest does
not mean that said entity is the best or even a good fit for what is needed. (See Appendix 4 for
example)
Procurement Plan
The Procurement Plan outlines who is responsible for what part of the procurement process. IE:
Who can authorize work, contracts, or any other legal requirements. It can include selection
criteria, and standard documentation. Assumptions and constraints should be mentioned here
along with any specific requirements.
Contract
Contract Type Risk
Fixed Price Seller
Fixed Price W/ Price Adjustments Seller
Fixed Price W/ Incentive Shared
Cost Plus Fixed Fee Buyer
Cost Plus Incentive Shared
Time & Materials Buyer
Project Acceptance Criteria
At this point it must de decided what would make the project a success. Once this is decided and
completed a formal close out must be completed where people and resources are released.
Project Manual 16
20. Team Development
Effective team building comes from continuous effort and practice. Teams are not built
overnight and neither are effective leaders. It must be practiced and developed much like
Total Quality Management.
Formation
It is typically accepted that teams go through a four-phase process.
Project Manual 17
21. Leadership
Leadership is all about what a project manager’s job is. PM’s typically have little formal power
in comparison to functional managers. Being a strong leader includes a combination of skills
including influence. Credibility and establishing goals are two other important aspects of being a
leader.
Credibility comes from developing integrity, clarity, staying positive, and finding commonality
(Whetten & Cameron). Integrity simply means holding true to one’s own values- practicing
consistency. If this is done with a clear and positive message, people will want to listen making it
easier to develop common grounds with team members. If the team helps to develop the goals,
this common ground should be based on maintaining focus on the goals.
Goals must be established to give the team direction. Goals must be developed with the team and
be difficult yet obtainable. Goals need to be measurable, have completion dates, and be realistic.
Managing agreements as well as disagreements is also important. Too often PM’s want to avoid
disagreements, yet this often will undermine their image of a strong leader. Leaders are not
afraid of comflict and know how to manage it.
Empowerment & Delegation
There is nothing more important to working in a team environment than empowerment. When
given the trust and freedom to work independently, informed, and in control of their given
environment, people will produce amazing things. Kazien quality control has proved this in even
the most mundane task. The key to empowerment is trust. This trust must be mutual. Besides
trust, there are five total dimensions of empowerment (Whetten & Cameron):
• Self-efficacy: The team must feel qualified for the task. If the task seems too difficult, it
will become dishartening.
• Self-determination: The team must be involved in the decision making process
• Personal Consequence: The team members must be obligated to each other. People are
much more faithful to concrete co-workers than abstract corporations.
• Meaning: The work needs to be perceved as having value to the overall project. Often
times, the meaning of important task get lost. Team members must understand their roles
are valid and valued.
• Trust: The team must believe in their personal stability. The team must also believe in the
methodology being implemented and it must remain consistent on certain levels.
Empowerment is the first step to reducing controls and then quickly after, Delegation comes.
Through delegation the project manager assigns tasks to team members to complete. The team
must be involved in the processes. Like the people who are to do a given task should create the
WBS, when work is delegated it must be delegated with the team’s involvement. The task must
be delegated completely with the final goal in mind.
For a project, this final goal can be their specific deliverable or it can be from a bigger
perspective like corporate goals. Either way, the goals must be defined. Once this happens, the
focus can shift towards accountability, results, and consequences. If the PM is consistent in his or
her approach to delegation, the team will develop trust in the system and continue to grow within
it.
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22. Influence
Reciprocity
This is really a statement about the old saying ‘what goes around comes around.’ If one does
good things, he or she will receive good things in return. If not they will not. It turns out we are
hardwired to do this. When someone gives another something, even if it is only a small token,
that person will instinctually feel the need to return the favor.
Commitment & Consistency
People want to do what they say especially if they put it in writing. Even if an individual does
not completely believe what they are stating once they state it they are much more likely to want
to follow through with it.
Social Proof
This speaks to people’s need for group belonging. When a person knows that someone else is
doing something or acting in a certain way, they will be more likely to follow along. This means
that team members will act as they see other team members acting. Individuals will tend to
believe that the way to behave is as such.
Authority
Individuals in a perceived position of power they are thought to be experts. Being in a position of
power could simply mean an expert on a subject, or it could mean absolute power. Either way
people will act according to their perception of power.
Liking
When someone is liked, others will be more apt to do what they ask. This one is fairly obvious in
that one is more receptive to people that they find pleasurable much more than otherwise.
Scarcity
If an object is thought to be limited, humans instinctively begin to react with panic. Humans
want more of what they cannot have. Again, this is hardwired into our instincts. Like the other
means of influence, it helped people to develop groups and react to hardships better. In today’s
society, scarcity can still be used to influence people’s actions.
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23. P.M. Office Integration
Develop Standards
If it is decided that project management is a useful asset to your institution or group than
standards must be developed. One of the keys to long-term successful project management is the
ability to learn from past mistakes and repeat successes. This is done through developing of
standards. Standard documentation is one way to ensure that standards are met.
Training & Mentoring
Training and mentoring new project managers also helps in creating a standard. Since the goal is
to produce repeatable successes using mentoring programs to train new or less experienced
project managers is completely necessary.
Support
Support comes from organizational support. It is about more than just financial support. Support
means a dedication to developing a mature projectized organization that uses standards
procedures for success in combination with training and mentoring. It means allow project
manager to give input into what works within the organization and what does not.
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24. Appendix
1 Project Charter Example
Objective
The purpose of this project is to obtain a working restaurant in Arizona. The business need is for
both an investment and employment.
Description
In the great Mesa, AZ area there are multiple food service establishments available. The long-
term plan of running and establishing a profitable restaurant business begins with the selection,
purchasing, and improving an existing restaurant concept.
Requirements
Obtaining and opening a working food service establishment within the parameters laid out in
the project plan.
Acceptance Criteria
The project is complete upon the opening of the establishment to the general public as customers.
Initial Risk
Risk Identification
Loan acquisition
Staffing Issue
Lease Agreements
Previous Owners Name
Construction Flaw
Not Finding Location
Government Regulation
Tax Estimates
Insufficient Capital
Inadequate marketing
Charter Continued
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25. Summary Milestones
Milestone Date
Form LLC
Obtain loans
Select Location
Concept
Marketing
Staffing
Operations
Estimated Budget & Variance Management
$150,000: Give each activity a reserve once exceeded reevaluate situation and decide whether to
end, or create a new budget.
Decisions
The decision process will begin with communication. The utilization of qualitative and qualities
tools will also help guide the decision process. Further decisions will be divided up into two
general role categories with Andy handle the operations aspects of the company. Tristan will
handle the financial decisions.
Conflict Resolution
51% ownership to Andy
49% ownership to Tristan
The final decision will rest with Andy’s majority vote.
Approvals
Project Manager: ____________________________________ Date: _______________
Owner: ____________________________________________ Date: _______________
Owner: ____________________________________________ Date: _______________
2 AON and AOA examples
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26. 3 Forward & Backwards Pass
Early Start + Duration = Early Finish
Late Finish – Duration = Later Start
Late Start – Early Start = Max Float
Project Manual 23
27. 4 Selection Criteria
Criteria Name Description Weight
Space 600 – 800 Square feet 3
Cost Between $125,000 and $75,000 5
Visibility Is the space noticeable 5
Parking Availability of parking 3
Cash flow Money coming in 5
Management Management issues 1
Décor How the place is furnished 1
Kitchen Good kitchen equipment 5
Seating Seating area and arrangement 3
Location The neighborhood 5
Foot Traffic Number of people going by the restaurant 3
Food Quality of food 5
Hours Potential Hours of operation 3
Storage Well situated storage space 5
Bathrooms Adequate restrooms 1
Accessibility Is the space easily accessible 3
T a b l e :
1 = N i c e t o h a v e
3 = F a v o r a b l e
5 = I m p o r t a n t
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28. Selection Criteria Continued
S c o r e = W e i g h t * R a t i n g
1 t h r u 5 : 1 b e i n g l o w , 5 b e i n g h i g h
Project Manual 25
Criteria Name & Weight Option A Option B Option C
Rating Score Rating Score Rating Score
Space - 3 3 9
Cost - 5 5 25
Visibility - 5 3 15
Parking - 3 1 3
Cash Flow - 5 4 20
Management - 1 4 4
Décor - 1 3 3
Kitchen – 5 4 20
Seating - 3 1 3
Location - 5 4 20
Foot Traffic - 3 4 12
Food - 5 4 20
Hours – 3 3 9
Storage - 5 1 5
Bathroom - 1 0 0
Accessibility - 3 3 9
Totals 46 177
29. Works Cited
Cialdini, R. B. (2007). Influence The Psychology of Persuasion. New York , NY: Collins .
David, M. G. (2005). Exploring Psychology Sixth Ed. New York: Worth.
Davis, S. B., & Goetsch, D. L. (2001). Total Quality Handbook. Upper Saddle River, NJ:
Prentice Hall.
Project Management Institute . (2008). A Guide to the Project Management Body of Knowledge.
Newtown Square, PA: PMI.
Stackpole, C. S. (2009). A Project Manager's Book of Forms. Hoboken, NJ: Wiley .
Whetten, D. A., & Cameron, K. S. Developing Management Skills. Upper Saddle River, NJ:
Pearson .
Project Manual 26