purposes and methods of practical aug 2005
Post on 14-Apr-2018
217 Views
Preview:
TRANSCRIPT
-
7/27/2019 Purposes and Methods of Practical Aug 2005
1/42
METHODS OF PRACTICALPROJECT CATEGORIZATION
Russell D. Archibald, MScFellow PMI and APM/IPMA, PMP
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE5thInternational Workshop
August 22 26, 20051
-
7/27/2019 Purposes and Methods of Practical Aug 2005
2/42
To discuss the ur oses of and need for a
project categorization system,
To present a recommended approach to the
systematic definition of project categorization,
Matrix for Project Categorization to facilitate thissystematic definition.
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE5thInternational Workshop
August 22 26, 20052
-
7/27/2019 Purposes and Methods of Practical Aug 2005
3/42
large numbers of projects within:
government, business and industry, and e sma er num ers o pro ec s a are
being planned and executed within one
organ za ona en y.
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE5thInternational Workshop
August 22 26, 20053
-
7/27/2019 Purposes and Methods of Practical Aug 2005
4/42
practices are common to all (or at least,
AND MORE RECENTLY ecogn on a ue o e n eren
diversity of many projects they must be
segrega e n eren ways or severaimportant purposes.
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE5thInternational Workshop
August 22 26, 20054
-
7/27/2019 Purposes and Methods of Practical Aug 2005
5/42
.
2. Sellers (contractors or developers of
3. PM software developers and vendors4. Consultants in PM
5. Universities
6. Professional associations
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE5thInternational Workshop
August 22 26, 20055
-
7/27/2019 Purposes and Methods of Practical Aug 2005
6/42
Project Categorization Enables
Improvements in:
Strategically select and prioritize projects
Individually
Within ro rams and
Within project portfolios
Determine their true maturit in PM
Educate and train their PM people
Develo and mana e PM career aths
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational Workshop
August 22 26, 20056
-
7/27/2019 Purposes and Methods of Practical Aug 2005
7/42
http://www.maturityresearch.com/#
y e r ur y e
to project categories shown later. Brazil: 180 million people, strong high-
technology industries, 17 PMI chapters
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational Workshop
August 22 26, 20057
-
7/27/2019 Purposes and Methods of Practical Aug 2005
8/42
Project Categorization Enables
Improvements in: (Contd)
n vers y o er ngs n
PM Professional associations services
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational Workshop
August 22 26, 20058
-
7/27/2019 Purposes and Methods of Practical Aug 2005
9/42
Categorization versus
Classification of Projects
A set of items with similar characteristics or
Not mutually exclusive
A set of items with identical characteristics
pro ec s on y one c ass
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational Workshop
August 22 26, 20059
-
7/27/2019 Purposes and Methods of Practical Aug 2005
10/42
Can be seen in:
s
PMI PMBOKs and IPMA bodies of knowledge rganization structures
Consultant specialization
University course offerings
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational Workshop
August 22 26, 200510
-
7/27/2019 Purposes and Methods of Practical Aug 2005
11/42
Specialized
PM Bodies of Knowledge
Government extension
Automotive extension (in preparation)
erman
Investment: construction & systems engrg
R&D/Innovation
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational Workshop
August 22 26, 200511
-
7/27/2019 Purposes and Methods of Practical Aug 2005
12/42
PMI Special Interest Groups
Automotive Design-procurement-
construction
Dispute Management E-Business
Environmental Management Financial Services
Government Healthcare Project Management
events: Olympic Games)
Information Technology and
Telecommunications
International Development
(infrastructure, agriculture,e uca on, ea , e c.
Manufacturing Marketing and Sales
New Product Development Oil/Gas/Petrochemical
Pharmaceutical RetailService and Outsourcing Urban Development
Utility industry
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational Workshop
August 22 26, 200512
-
7/27/2019 Purposes and Methods of Practical Aug 2005
13/42
International Development ProjectManagement Manual of Practice andGlossary Program.
See www.IDPMGUIDE.INFO
Source: Paul Giamolvo:
http://www.pmforum.org/viewpoints/2005/0708_e.htm
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational Workshop
August 22 26, 200513
-
7/27/2019 Purposes and Methods of Practical Aug 2005
14/42
organized by category: power plant,-, , ,
other
IT/software/systems departments
Other
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational Workshop
August 22 26, 200514
-
7/27/2019 Purposes and Methods of Practical Aug 2005
15/42
, ,
transportation, health care, power, etc.. .
ome.htm
.
http://www.bmc-online.com/consulting-
.
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005
15
-
7/27/2019 Purposes and Methods of Practical Aug 2005
16/42
Ad Hoc versus Systematic
Project Categorization
categorization as in past decades
Systematic - A better approach: cce era e mprovemen s n prac ces
Avoid duplicate efforts
e p to assure t at a actors ave eenconsidered
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005
16
-
7/27/2019 Purposes and Methods of Practical Aug 2005
17/42
Various Categorization Parameters
(Crawford, Hobbs, Turner 2002)
1. Size Com lexit 2. Life C cle or Sector
and Familiarity Size
Corporate strategicdevelopment
Goals & methods
Familiarity
Stage of the project (and
product) life cycle Maturity
Technical uncertainty
S stem sco e
Resource type
Geography
Product & work International
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005
17
-
7/27/2019 Purposes and Methods of Practical Aug 2005
18/42
Various Categorization Parameters(Crawford, Hobbs, Turner 2002) (Contd)
.
Contract terms and payment
Type of risk
Complexity
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005
18
-
7/27/2019 Purposes and Methods of Practical Aug 2005
19/42
Attributes of Projects
(Crawford, Hobbs, Turner 2004)
product Sta e of life-c cle
Uncertainty
Grouped or single
Complexity
Strategic driver
Ownership
Scope
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005
19
-
7/27/2019 Purposes and Methods of Practical Aug 2005
20/42
Common Uses and Needs
(Crawford, Hobbs, Turner 2004)
A language for naming and discussing
Facilitating communication
Storage and retrieval of knowledge
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 20
-
7/27/2019 Purposes and Methods of Practical Aug 2005
21/42
S ecific uses/needs
Research Ontological definition
ompara ty
Building on previous results
Development of BoKs
Internal or anization SIG structure
Market positioning Practitioner organisations?
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 21
-
7/27/2019 Purposes and Methods of Practical Aug 2005
22/42
e a e em o pro ec c arac er s cs,
attributes, and criteria
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 22
-
7/27/2019 Purposes and Methods of Practical Aug 2005
23/42
The Purposes/Methods Matrix for
Project Categorization/PC
One axis: Purposes and Uses of PC
Second axis: Methods of categorizing andclassifying projects within the categories
Enter codes to indicate which methods
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 23
-
7/27/2019 Purposes and Methods of Practical Aug 2005
24/42
Project Categorization Purposes/Methods Matrix
Methods >
Purposes v
Market Share
& Strat. Intent
Project End
Result
Development
or
Deployment
Other
1. Strategic
Indicate usefulness with codesIndicate usefulness with codes
. pera ona
.
Education
4. PM PeopleDevelopment
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 24
-
7/27/2019 Purposes and Methods of Practical Aug 2005
25/42
.
Prioritize selected projects
e ne pro ect port o os
Manage project portfolios Allocate resources to portfolios & projects
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 25
-
7/27/2019 Purposes and Methods of Practical Aug 2005
26/42
. Select/assi n ro ect mana ers
Design/select best project life-cycle models Select/improve PM methods & systems
e ect eve op est so tware systems
Build knowledge base of best practices
Evaluate PM maturity level
Link success and failure factors
Select tools and management approach Other
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 26
-
7/27/2019 Purposes and Methods of Practical Aug 2005
27/42
.
eve op spec a ze case stu es
Organize speaker tracks at congresses
Other
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 27
-
7/27/2019 Purposes and Methods of Practical Aug 2005
28/42
.
Project managers
Develop career paths for individuals Other
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 28
-
7/27/2019 Purposes and Methods of Practical Aug 2005
29/42
Prioritize purposes and uses
Consolidate and simplify purposes anduses
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 29
-
7/27/2019 Purposes and Methods of Practical Aug 2005
30/42
Project Categorization Purposes/Methods Matrix
Methods >
Purposes v
Market Share
& Strat. Intent
Project End
Result
Development
or
Deployment
Other
1. Strategic
Indicate usefulness with codesIndicate usefulness with codes
. pera ona
.
Education
4. PM PeopleDevelopment
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 30
-
7/27/2019 Purposes and Methods of Practical Aug 2005
31/42
Project characteristics or attributes
Place projects within categories
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 31
-
7/27/2019 Purposes and Methods of Practical Aug 2005
32/42
A Useful Project Categorization
Method Must:
project to be encountered
Provide insight into differences betweenpro ec s n eren ca egor es
Provide categories that can be readily
translated across cultures and languagesFern 2004
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 32
-
7/27/2019 Purposes and Methods of Practical Aug 2005
33/42
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 33
-
7/27/2019 Purposes and Methods of Practical Aug 2005
34/42
requirements of one of three strategic
technological excellence (TE),
,
customer intimacy (CI).
Hammel and Prahalad (1989)
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 34
-
7/27/2019 Purposes and Methods of Practical Aug 2005
35/42
Market Share/Strategic Intent
Matrix
rows and the three Strategic Intent classes,
projects in terms of their product
.twelve theoretical project categories.
Source: Fern (2004)
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 35
-
7/27/2019 Purposes and Methods of Practical Aug 2005
36/42
.
2. Business &Or anizational
.
7. InternationalDevelo ment
Change
3. Communication
8. Media &
EntertainmentSystems
4. Events
9. Product/ServiceDevelopment
5. Facilities . .
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 36
-
7/27/2019 Purposes and Methods of Practical Aug 2005
37/42
-
1 2 3 4
a or category
Sub-category 2Sub-category 3
-
Similar to P/WBS approach
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 37
-
7/27/2019 Purposes and Methods of Practical Aug 2005
38/42
Example:
Category 5. Facilities Projects
.
.
.
1.Civil 2.Energy 3.Environmental 4.Industrial 5.Commercial 6.Residential7.Ships 8.Other:
5. Other: ?
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 38
-
7/27/2019 Purposes and Methods of Practical Aug 2005
39/42
Classifying Within Sub-Categories:
Many possible Criteria Project size
Major & minor projects
Project complexity
Degree of customer involvement
Levels of risk, who takes responsibility
-
Standard versus transitional
Mega projects: not categorizable
Other: ? (See Crawford, Hobbs and Turner, 2002 and2004)
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 39
-
7/27/2019 Purposes and Methods of Practical Aug 2005
40/42
Simple Example:
Category/Class MatrixClassifying Projects
withinProjectSize:
MajorPro ect:
Complex-it :
Customer:
CustomerInvolvement
RiskLevel:
Project Categories& Sub-Categories
$M
YesNo 1 to 10
Int or Ext Hi or Low
1 to 10
Category Level 2 Level 3
5. Physical
Facilities
5.1 Decommissioning
5.2 Demolition
5.3 Maint &
Modification
5.4
Design/proc/const
5.4.1 Civil
5.4.2 Energy
5.4.3
Environmental
5.4.4 Industrial
5.4.5 Commercial
5.4.6 Residential
5.4.7 Ships
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005 40
5.4.8 Other
5.5 Other
-
7/27/2019 Purposes and Methods of Practical Aug 2005
41/42
Deployment versus
Development Projects (Pfeiffer 2004)Deployment Project Development Project
v construct on.
Installation of a system. Advance measured by
eve opment o new pro ucts.
Organization of social change. Advance aimed at reducing
.
Final Product relatively clear.
Life Cycle generally in form of
cascade.
,indicators.
Various life cycles possible.
Leadership style focused on Leadership style based on
command and control.
Highly structured information
earn ng.
Less formal communicationsystem.
.
Task oriented organization ofHuman Resources.
Progress relatively Linear.
adapt and evolve in order torespond to changes.
Processes very dynamic.
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational WorkshopAugust 22 26, 2005
41
-
7/27/2019 Purposes and Methods of Practical Aug 2005
42/42
categorization and classification S stematic a roach must be:
Specifically related to prioritized purposes and needs
of the organization Hierarchical
This appears to be a fertile field for further study
an researc w a mem ers o e wor oproject management, including doctoral
Institut Suprieur de Gestion Industrielle - Groupe ESC LILLE
5thInternational Workshop
August 22 26, 2005
42
top related