pm training slides
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Training slides for 1 day Project management Simulation ClassTRANSCRIPT
Project Management Simulation
Faisal Ahmed
2
Introduction
3
Course Objectives
• To provide a high level process
knowledge and application techniques for
a successful project using Project
Management Institute (PMI) principles and
Microsoft Project ™
4
Course Milestones
5
What is a Project?
Definition:
– A Project is a temporary endeavor undertaken to
create a unique product or service
Temporary means that every project has a
definite beginning and a definite end
Unique means that the product or service is
different in some distinguishing way from all
similar products or service
6
Parts of a Project
All projects consist of 5 parts: – Initiation
– Planning
– Execution
– Monitor and Control* (some consider this a part of Execution)
– Closure / Conversion
There may be a pre-project elements such as: – Needs assessment
– Business Process Analysis (BPA)
– And more…….
7
Project Management Benefits
Identify functional responsibilities
Identify time limits
Measure accomplishments vs. plans
Early problem identification
Improve future estimating capabilities
Early detection of objectives that can not be
met
8
Typical Project Organization
9
Classes and Tools of Projects
Individual
– Does not interface with other corporate systems Timeline
Microsoft Excel
Department
– Supports multiple users and few interfaces
– Information from multiple entities AMS Real-time
Clarity
Microsoft Project Basic
Enterprise
– Integrated into corporate
– Supports multiple users and entities
– Multiple projects / sub-projects Artemis
Primavera
Microsoft Project Enterprise
10
Simulation Choice
Pick a Project
11
Unit 1: Define the Project
12
Unit 1 Objective
• Starting from a rough description of a
project, create the project definition to be
reviewed with the sponsors
13
Course Milestones
14
Project Initiation
Careful analysis
Design to match resources, schedule and organization
Organizational impact
Define goals and objectives
Identify Stakeholders
Identify assumptions and constraints
Identify potential risks and impact thereof**
Develop Approach
Develop Make vs. Buy decision justification
15
Definition Tasks
Make or Buy Decision
Work Breakdown Structure – Identify major products
– Identify activities
– Identify tasks
– Identify subtasks
– Identify work / material packages
Charter
Estimation of Resources and Schedule
Major Milestones
16
Exercise 1
Perform definition tasks
17
Unit 2: Initiate The Project
18
Unit 2 Objective
• To apply project management tools and
techniques to complete the Initiation
phase
19
Course Milestones
20
Initiation Parts
Estimate cost and schedule
Develop a Business Case
Alternatives Analysis
Establish the Project Charter
Set up the Project Office
21
Estimate cost and schedule
5 ways of estimating:
– Top Down
– Bottom Up
– Analogy
– Delphi
– Parametric
22
Develop a Business Case
Components – Identify Scope
– Identify Cost estimate
– Identify Schedule estimates
– Identify Participation
– Identify Known risks
– Identify Funding source
Laws and Regulations
Mature Processes
23
Alternatives Analysis
Based on Make / Buy Decision
Qualitative Analysis –Benefits
–Compliance
–Other
Quantitative –Benefits
–Budget
–Other
24
Establish the Project Charter
Scope
People
Responsibilities
Relationships
Simple
Record of decision
25
Set up the Project Office
Assign Project Manager
Create Responsibility Matrix
Assign Resources
Create Asset Library
Create Functional Directory
26
Exercise 2
Perform Initiation tasks
27
Unit 3: Plan The Project
28
Unit 3 Objective
• To apply project management tools and
techniques to complete the Planning
phase
Planning is the most critical part
of a project
29
Course Milestones
30
Planning Parts
Finalize Requirements
Develop all plans
Compare all plans with planning standards
(Integrated Baseline Review – IBR)
Review all plans with sponsors
Create Records of Decision
Enter plans into the Project Asset Library
(PAL)
31
Planning Parts
32
Planning Parts
33
Finalize Requirements
Perform Business Process Analysis
Prioritize and finalize all requirements
Develop a Functional Requirements Document
(FRD)
Review with Stakeholders and create Records
of Decision
34
Other considerations
Integrated Baseline Review (IBR)
Project Management Planning
Services (PMPS)
Project Portal as Project Asset
Library (PAL)
35
Exercise 3
Create a short list of Project plans for your
project
36
Unit 4: Schedule The Project
37
Unit 4 Objective
• To apply project management tools and
techniques to develop a Work Breakdown
Structure (WBS) and translate the WBS to
a Milestone Schedule
38
Course Milestones
39
Scheduling Parts
Work Breakdown Structure
Milestone Chart
Relationships / Dependencies
Buffers / Lags / Leads
40
Work Breakdown Structure
The most important part of scheduling
Component include:
– Control Accounts
– Work Packages
– Tasks
– Resource
– Cost
– Time
The more detail the WBS the better the ability to
manage the schedule
41
Milestone Chart
Breaking a big project into multiple manageable pieces
Used primarily to brief the Sponsors and Stakeholders
Used as a review and celebration point
Might require additional review and planning
Zero Duration
42
Relationships / Dependencies
Relationships include: –Among Milestones
–Among Control Accounts
–Among Tasks
Dependencies include: –Among Work Packages
–Among Tasks
–Among Resources
43
Buffers / Lags / Leads
Buffers: – Amount of free time that can be dedicated for project
contingencies
Lags: – Amount of time must pass until the next related Work
Package or Task can start
Leads: – Amount of time must be allocated to a Control Account,
Work Package or Task in advance in order for the next related item to start
44
Exercise 4
Create a list of Dependent tasks and
possible Buffers / Lags / Leads
45
Unit 5: Using Microsoft Project
46
Unit 5 Objective
• Learning to use Microsoft Project ™ as a
scheduling tool
47
Course Milestones
48
Intro. To MS Project 2003
Create and Save a Project Schedule
Calendar Functions
Create, Copy and Move Tasks
Create Indent Structure and WBS
Relationships and Constraints
Define and Allocate Resources
Status and Adjust
Print Reports and Graphs
49
Create and Save a Project Schedule
Start MS Project
Select File > New
Select File > Save As
50
Calendar Functions
Select Project > Project
Information
Set Project Dates
Select Tools > Options
Set Parameters
51
Create, Copy and Move Tasks
Click on the first Task Name field and enter a task name and enter
Select Edit > Copy Task and Right Click > Paste (Rename)
Drag and Move Task
52
Create Indent Structure and WBS
Create Subtasks as per WBS
Select multiple Sub-Tasks and Right Click > Indent
53
Relationships and Constraints
Assign Predecessors
Notice Successors
Assign Start to Start / Lag Days
54
Define and Allocate Resources
Create Resource List
Select View > Resource Sheet
Assign Resources to task using dropdown in the Resources Column
55
Status and Adjust
Change Status Date (Select Project > Project Information)
Adjust Task Durations
56
Print Reports and Graphs
Select File > Print Preview
Select Report > Reports / Visual Reports
57
Exercise 5
Create a project schedule using Microsoft
Project 2007 and adjust tasks
58
Unit 6: Control The Project
59
Unit 6 Objective
• To apply project management tools and
techniques to control the project tasks
60
Course Milestones
61
Controlling Parts
Schedule
Cost
Resource
Change
Quality
62
Schedule
The schedule is monitored as frequently as
needed
The schedule is monitored for task completion
dates, deliverable dates, meetings, reports, etc
The schedule is monitored for monthly status
reports
The primary responsibility of the PM
63
Cost
The cost is monitored as frequently as
needed.
The cost is monitored for task completion,
invoices, spending of the PMO, etc
The cost is monitored for monthly status
reports
The primary responsibility of the COTR and
Budget Analyst
64
Resource
The resources are monitored as frequently as needed.
The resources are monitored for task assignments, staffing requirements, technology needs, etc
The resources are monitored for monthly status reports and reporting to sponsors
The primary responsibility of the Business Operations manager and PM
65
Change
Change management occurs with any needed
change and directly relates to Scope
Change is managed through a change management
process established by the PMO and outlined in a
Change/Configuration Management Plan
The changes are monitored for monthly status
reports and reporting to sponsors
The primary responsibility of the Change Control
Board (CCB)
66
Quality
Quality Assurance (QA) management occurs on an established measurement intervals
QA is managed through a management process established by the PMO and the acceptable quality levels (AQLs) outlined in a Quality Assurance and Surveillance Plan (QASP)
Acceptable quality levels are monitored for monthly status reports and reporting to sponsors
The primary responsibility of the COR/COTR and the Business Operations Manager / PM
67
Knowledge Review
Final Project Schedule
Quick test
