class 1: project management overview

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1 LBNL Project Management Training Series January 2003

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1

LBNLProject Management Training Series

January 2003

2

Project Management Training

• ISS in partnership with the Integrated Project Management Office will provide four levels of customized training:

— Executive Briefing — Project Management Overview— IT Application Specific Project Management

— In-Depth Project Management

3

Project Management

Overview

IT Application Specific

Project Management

In-Depth

Project Management

ISS/IPMO Project Management Series

Executive Briefing

on Project

Management

4

Why this series of classes?

• Introduce the LBNL project management strategy with its roles and responsibilities

• Share project management concepts and terminology with IT customers

• Increase project management skills of IT staff

Note: These classes will not train you how to use a project management software tool.

5

LBNL Project Management Overview

LBNL

Project Management Overview

January 2003

6

Objectives

Describe the basic concepts of project management Describe the LBNL project management strategy

Describe your placement in the new project management organization

Use project management terms consistent with their approved definitions

Access additional references about project management

By the end of this course, you will be able to:

7

Agenda

A. Introduction to Project Management

B. Project Initiation

C. Project Planning

D. Project Execution and Control

E. Project Closing

F. LBNL Enterprise Computing

G. Recommended Reading

8

A. Introduction to Project Management

A. Introduction to Project Management

9

What is a Project?

• Temporary Has a definite beginning and end, not an on-going effort.Ceases when objectives have been attained.

• Unique The deliverable or service is different insome way from other deliverable or services.Deliverable characteristics are progressivelyelaborated.

A temporary endeavor undertaken to create a unique deliverable or service

10

Projects in Contrast to Operations

• Projects

— Finite duration

— Specific goal

— Exploits resources

— Uses infrastructure

• Operations

— On going

— Continuous service

— Provides resources

— Provides infrastructure

11

What are you going to do for me?

The 3 Dependent Variables of a Project

How much money do I have to pay?

When can I get it?

• Technical Performance (Scope)

• Cost (Resources)

• Schedule

12

Project Definition & Constraints

SCOPE

RESO

UR

CESSCH

EDU

LE

The project must be able to control at least one of these.

If all three are constrained, the project is incapable of adapting to (inevitable) change.

13

Project Definition & Constraints

Fixed Optimizeable Open

Schedule X

Resources X

Scope X

• Schedule and resources are often finite

• Sometimes scope (objectives and boundary) waxes infinite

• Ensure stakeholder agreement on project constraints

14

Project Definition & Constraints

“ Interactions with those beyond your control who can influence your chance of success” - Robert Block

Politics is an organic part of organizational life

we can evaluate the intentions toward which others play politics

Project Politics:

15

Project Definition & Constraints

Environment may be supportive of high-quality, high-quantity work

can you create privacy? how many square feet of floor are yours?

Fragmentation of participant loyalties/energies how many assignments are currently on your desk?

Cross-purposes among team/community members what is your project within the formal project?

16

Project Definition & Constraints

Access

can you see whom/what you need for research/ideas? can you get the decisions you need when you need them?

17

Why Projects Fail

• Lack of user involvement• Lack of management system• Lack of well-defined deliverables• Poor communications• Poor change management• Incorrect technical architecture• Inadequate planning• Lack of sponsorship & functional commitment• Inability to manage risk and uncertainty

18

What is Project Management?

Stakeholders: Individuals and organizations involved in or affected by the project activities

The application of knowledge, skills,

tools, and techniques to project

activities in order to meet or exceed

stakeholder needs and expectations

19

Project Management

• Meeting or exceeding stakeholder needs and expectations of a project

• Maintaining the balance of— Scope / resources / schedule— Various stakeholder expectations— Identified requirements (needs)

Unidentified requirements (expectations)

• Iterative and continuous

20

Functional & Project Management

• Functional Management

—Well-defined steady state operation

—Organized along discipline and functional lines

—Small, incremental changes

• Project Management

—New activity in finite duration of time

—Organization cuts across functional lines

—New systems and new technology

—Unless home-based, organization ends with project end

21

Project Management Expertise Areas

• Integration Management

• Scope Management

• Time Management

• Cost Management

• Quality Management

• Resource Management

• Communications Management

• Risk Management

• Procurement Management

22

Expectations for the Project Manager

• Get to Done— Quality— Schedule— Costs

• Set up the Future— Support model— Useful, usable and

accessible documentation

Skills Needed*:• Communication• Organization• Budgeting• Problem Solving• Negotiation & Influencing• Leading• Team Building & Human

Resources

*as defined by the Project Management Institute (PMI)

23

The Attributes of a Project Manager

• The intelligence of Einstein• The patience of two saints• The integrity of a Supreme

Court Justice• The negotiating skills of a

Mongolian Horse Trader• The savvy of James Bond• The charisma of Sir Ralph

Richardson

• The communication skills of Tom Peters

• The planning skills of General Schwartzkopf

• The personal drive of Donald Trump

• The skin of an armadillo• The ego of Mother Theresa

As Listed in “On Time / On Budget”

24

Project Methodology

• Why do we need one?—Provides a consistent framework for all projects to follow

throughout the project life cycle

The basic source of information for the processes, standards, approaches,

practices, tools, techniques, templates and checklists used for managing projects

25

Methodology – Cradle to Grave

• Initiation—Project request—Project Charter

• Planning—Project Plan—Standards and procedures

• Execution and Control—Development—Reporting and status monitoring—Change management

• Close—Completion of requirements—Lessons learned

26

Project Life Cycle Phases

Initiating

Initiating

PlanningPlanning

ControllingControlling ExecutingExecuting

ClosingClosing

27

Characteristics of Life Cycle

• Defines the beginning and end of the project

• Deliverables are usually approved before work starts on the next phase

• Sometimes a subsequent phase is begun prior to approval of the previous phase. This is called fast tracking.

• Defines technical work and implementers

28

Characteristics of Life Cycle (cont.)

• Cost and staffing levels are low at the start, higher towards the end, and drop as project closes

• Probability of project success is low at the start of the project and gets progressively higher as the project continues

• Cost of changes and of error correction generally increases as the project continues

29

Phase Characteristics

• Deliverables Tangible, verifiable work products

• Reviews Evaluation of deliverables and project performance

• Phase Exit Criteria Measurements used to determine if a project should go into next phase

30

Deliverables Review

LessonsLearned

PostImplementation

Project Completion

Manage Cost, Schedule,

Resource Variance

Control Changes

ManagePerformance toRequirements

ManageRisk

Phase Assessment

Manage andControl Project

Project Request

Project Start Up

Project Charter

Phase Assessment

Manage TechnicalPerformance

Control Changes

Manage ProjectTeam

Manage Quality/Performing toRequirements

Manage Risk

Phase Assessment

Closing

Detailed Project Life Cycle

Review ProjectRequirements

BuildProject Team

Conduct ProjectKickoff Meeting

Baseline ProjectPlan

PhaseAssessment

Develop ProjectPlan

Adapted from The Strategic Project Office, J. K. Crawford

Initiating Planning ControllingExecuting

31

B. Project Initiation

Project Initiation

32

Project Initiation

• Project Request—Scope and objectives—Business case—Preliminary resource estimates

• Review & Authorization—Requests prioritized and funded

• Project Charter—Developed after request approval

33

The Project Charter

• Purpose—Recognizes existence of the project—Describes the project at a high level—Explains the business need for project—Authorizes use of resources for planning

• Organization and timing—Completed after an approved project request

Initial contract between developers and customers

34

The Project Charter

• Content—Project description—Business background—Project scope—Objectives (ROI if not in

request)—Deliverables—Constraints—Assumptions—Planning budget

• Typical Participants—Business Area Manager—Project Manager—Steering Committee—Core Project Team—Others if relevant

35

C. Project Planning

C. Project Planning

36

Project Planning

• Purpose: to determine

—What needs to be done—Who will be involved—How objectives will be met—When it will be implemented—How much it will cost

• Project Plan

—Statement of Work—Project Organization—Work Breakdown Structure—Schedule—Resource requirements—Standards and Procedures

—Communications—Risk Management—Change Management

Project Planning

37

Project Planning

• Integration Management• Scope Management• Time Management• Cost Management• Quality Management

• Resource Management— Environment— Participants— Tools

• Communications Management• Risk Management• Procurement Management

All project management expertise areas are needed in planning:

38

Integration Management

• Project plan development• Project plan execution• Integrated change management

Processes required to ensure that the various elements of the project are properly coordinated:

Integration Management

39

Scope Management

• Initiation• Scope planning• Scope definition• Scope verification• Scope change control

Processes required to ensure that the project includes all of the work required, and only the work

required, to complete the project successfully:

Scope Management

40

Time Management

• Activity identification• Activity sequencing• Activity duration• Estimating• Schedule development• Schedule control

Processes required to ensure timely completion of the project:

Time Management

41

Cost Management

• Financial resource planning• Cost estimating• Cost budgeting• Cost control

Processes required to ensure that the project is completed within the approved budget:

Cost Management

42

Quality Management

• Chartering• Quality planning• Quality assessment• Quality control

Processes required to ensure that the project will satisfy the needs for which it was undertaken:

Quality Management

43

Human Resources Management

• Organizational planning• Team recruitment• Team development

Processes required to make the most effective use of the people involved with the project:

HR Management

44

Communications Management

• Communications planning• Information distribution• Performance reporting• Administrative closure

Processes required to ensure timely and appropriate generation, collection and dissemination, storage and

ultimate disposition of project information:

45

Communications Management

• Audience – Who needs to know?• Message – What do they need to know?• Intent – Why do they need to know?• Media – How are they going to know?• Timeframe – When are they going to know?• Responsibilities – Who is delivering the message?• Goals:

—No surprises—Up and down the chain—Repetition, reinforcement, regularity

46

Risk Management

• Risk management planning• Risk identification• Qualitative Risk Analysis• Quantitative Risk Analysis• Risk response planning• Risk monitoring and control

Processes required to systematically identify, analyze, and respond to project risks:

Risk Management

47

Risk Management

• Reactive – managing surprises, “putting out fires”

• Proactive – risk avoidance, “buy off” risk

• Risk “management”• Identify it• Analyze it• Plan for it (mitigation planning)

48

Procurement Management

• Procurement planning• Solicitation planning• Source selection• Contract administration• Contract close-out

Processes required to acquire goods and services from outside the performing organization:

Procurement Management

49

Change Management

A set of formal procedures that provide for

the orderly control of change in

a dynamic environment:

• Added functionality• Incorrect assumption• Imposed delays

• New standards / practices• Environment alterations• Extended approval times

Change includes:

Change management does not prohibit or inhibit change!!

50

Project Organization - Overview

• Functional Organization

• Matrix Organization

• Projectized Organization

• Balanced Matrix Organization

• Organic Projectized Organization

51

Functional Organization

Director

FunctionalManager

Staff

FunctionalManager

FunctionalManager

Staff Staff

Staff

Staff

Staff

Staff

Staff

Staff

Light colored boxes: involved in projects

Project Coordination

52

• Specialists grouped by function

• Difficult to cross functional lines

• Barriers exist on horizontal information flow

• Functional emphasis – loyalties may impede completion

Functional Organization

Functional Manager: An individual responsible for activities in a specialized department or function

Functional Organization

53

Light colored boxes: involved in projects Project Coordination

Director

FunctionalManager

Staff

FunctionalManager

FunctionalManager

Staff Staff

Staff

Staff

Staff

Staff

Staff

Staff

Manager ofProject Managers

Project Manager

Project Manager

Project Manager

Matrix Organization

54

• Multiple-command system

• Individuals from functional areas assigned on temporary basis to Project Manager

• Individuals return to functional organization

• Careful plans and procedures needed to minimize effects of dual reporting

Matrix Organization

Project Manager: An individual responsible for managing a project

55

• Advantages—Visible objectives—Efficient utilization of resources—Better co-ordination—Better information flow—Retention of home after project

• Disadvantages—More than one boss—Complex structure to control—Differing priorities of Project Manager and Functional Manager—Duplication of effort—Conflict

Matrix Organization

56

Director

ProjectManager

Staff

ProjectManager

ProjectManager

Staff Staff

Staff

Staff

Staff

Staff

Staff

Staff

Project Coordination

Light colored boxes: involved in projects

Projectized Organization

57

• Emerges from functional when latter impedes progress

• Line of authority is the Project Manager

• Uncertainty where to go on completion of project

• Tendency to retain assigned personnel too long

• Functional Managers feel threatened as people are removed from their areas

Projectized Organization

58

Director

FunctionalManager

Staff

FunctionalManager

FunctionalManager

Staff Staff

Staff

Staff

Staff

Staff

Staff

Project Manager

Project Coordination

Balanced Matrix Organization

Light colored boxes: involved in projects

59

PMA

PMB

PMC

FMA

FMB

FMC

Organic Projectized Organization

60

Organic Projectized Organization

• Core teams

• Strategic alignments

• Functional and project managers work as a team

• Department /division boundaries are immaterial

• Requires permeating trust – up and down

61

A method to achieve logical decomposition of a large, complex thing

The Whole Its Pieces

Pieces are successively decomposed into smaller and smaller pieces until each piece is a manageable size

Work Breakdown Structure - Overview

62

Work Breakdown Structure (WBS)

• The WBS is a framework for identifying and displaying all activities the team must perform in order to complete the project.

• It includes the breaking out of project work into increasingly smaller pieces called Work Components which:—Are more precisely defined—Require smaller amounts of time and resources to complete—Usually consist of sets of deliverables

• Estimating resources for a number of small, well-defined deliverables is easier than estimating a complex work component—Each deliverable estimate is evaluated by an expert(s) in the

associated task(s)—The person responsible for the deliverable “owns” the estimate

63

Work Breakdown Structure (WBS)

roll up to

roll up to

Project WBS

Work Components

Deliverables

Task TaskTaskTask

64

WBS Example

• Build Project Management Courseware (project)— Build Overview Courseware (work component)

• …

• …

— Build IT Application Specific Courseware (work component)

• …

• …

— Build In Depth Courseware (work component)

• Approved table of Contents (deliverable)

• First draft of Slides (deliverable)

• Feedback from Dry Run delivery (deliverable)

• Revised Slides (deliverable)

• Approval from D. Brown and L. Suarez (deliverable)

65

Project Scheduling - Overview

• Concentrate on deliverables / milestones

• Assume fulltime dedication to deliverables (first-cut)

• Always work with project activity networks prior to timelines

• No schedule is realistic without resource considerations – People– Space– Equipment

66

The Project Activities Network

• Project Schedule Goal:— Optimum use of required resources — Complete all deliverables on time

• Schedule development by identifying— Effort required to create each deliverable in the WBS— The order in which the deliverables must be completed.

• Network diagram is a format to display interrelationships among activities; it consists of three basic elements:— Activities/Tasks – work necessary to progress from one project milestone to

the next— Milestones – important occurrences that demonstrate continued successful

project progress— Span times – calendar (or elapsed) times required to complete deliverables

67

Project Activities Network Functions

The Project Activities Network will help determine the following important information:

—Critical Path – sequence of activities which takes the longest time to complete – or the shortest time in which you can complete the project

—Float Time – time which a deliverable can be delayed without affecting the overall time to complete the project

—Earliest Start Date – earliest date that a deliverable may be started

—Latest Start Date – latest date that a deliverable may be started without affecting the overall project schedule

68

Time Planning

• Backward

—Due date is given

—“Time Boxed”

—Releases

• Forward

—Classical thought

—How long will this take to do? (scope)

69

Backward Planning

• Choose agreeable go live dates• Choose user acceptance testing dates (same rules as go live)• Determine time for implement phase• Time box the scope

• Estimate chunks of scope through

» Analysis

» Design

» Build

» Test

• Prepare clients for moving functions out of scope as date approaches

70

Forward Planning

• Is classical textbook planning

• Is best done using project planning software

• Still benefits from following a process

71

Forward Planning

1. Solidify Deliverables “If you don’t know where you want to go, thenit doesn’t much matter what you plan to do.”

- paraphrased from the Cheshire Cat

2. Build WBS Based on Deliverables. Go to low level to get all Activities.

3. Build Network

5. Level Resources

4. Build Calendar

Precedence diagrams. Use Finish to Start as much as possible

Holidays, vacations, education

Balancing Act

72

Project Resources - Overview

• After a project time schedule is developed, plans should be prepared which identify the amount of each resource needed and the time at which it must be available

• Resource plans should be prepared for every deliverable— Helps to decrease uncertainty of resource requirement forecasts

— Overall project resource plans can then be derived by combining the plans for the individual deliverables

—Personnel

—Funds

—Equipment

—Facilities

—Material

—Information

• Project resources include:

73

Resource Leveling

• After the initial scheduling of tasks, it is common to find that one or more resources are overbooked during certain periods—Mostly the case with key personnel

• The more skills a person has, the more he/she is likely to be in demand

—Often space or equipment can be limiting—Always the case during installation of the hardware

• The resource loading charts uncover conflicts

• These conflicts must be resolved

• Resource loaded schedule is always longer

74

D. Project Execution and Control

D. Project Execution and Control

75

Project Execution and Control

• Lead• Delegate• Communicate• Coordinate ongoing

activities

• Measure• Evaluate

• ADJUSTADJUST• Document• Report

Whew! The planning is done.

Now build it!

Project Manager needs to:

76

E. Project Closing

Project Closing

77

Closing a Project

• Obtain approvals – proof of completion

• Ensure user and stakeholder satisfaction

• Lessons learned

• Improve estimates for future projects

• Improve project methodologies

• Recognize team members and contributions

• CELEBRATE!

At onset, the project creates the team.

At closure, the team created the project!

78

F. LBNL Enterprise Computing (EC)

LBNL Enterprise Computing

79

LBNL Project Management Strategy

• Strengthen partnership between technical and functional organizations

• Undertake projects with Lab-wide perspective

• Ensure wide participation by the Laboratory user community

• Establish project charters as prerequisite for project initiation

80

From Strategy To Projects

Strategy

ProgramsPurpose Benefits

Projects

Reviews

Integrated Project

Management Office

Influence

81

Project Related Endeavors

• Strategy – A framework guiding those choices that determine the nature and direction to attain an objective through programs and projects within an organization

• Program – Consists of a group of projects supporting broad, general goals and managed in a coordinated way so as to achieve a set of defined objectives, giving effect to various (and often

overlapping) initiatives and/or implementing a strategy.

• Subproject – A distinct group of activities that comprise their own project which in turn is a part of a larger project.

82

IT TechnicalIT TechnicalSpecialistsSpecialists

Project SteeringProject SteeringCommitteeCommittee

End UserEnd User BusinessBusinessSpecialistsSpecialists

Internal AuditInternal Audit

EC Project Structure

Project Team

Project SponsorProject Sponsor Project Director

Project Manager

As of 1/2/03

83

Project Director

IT TechnicalSpecialists

Project SteeringCommittee

Project Manager

End UserBusiness

Specialists

Internal Audit

ECSCIntegrated Project Management Office

Program Coordinator

EC Project Oversight

Project Team

Project Sponsor

Program Sponsor

Enterprise ComputingProgram

CIO

As of 1/2/03

84

Enterprise ComputingProgram

CIO

ECSC

BLISProject Director

Diana Brown

IT TechnicalSpecialists

Integrated Project Management Office

Project SteeringCommittee

Chemical InventoryProject Director

Robin Wendt

Project SteeringCommittee Project YProject X

Project ManagerTBD

End UserBusiness

Specialists

Internal Audit

Project ManagerSteve Abraham

IT TechnicalSpecialists

End UserBusiness

Specialists

Internal Audit

EC Program Structure

Program Coordinator

Project Sponsor Project Sponsor

Program Sponsor

As of 1/2/03

85

EC Roles and Responsibilities

• Approves Enterprise Computing Program Plan

• Approves Program-sponsored project priority list

• Allocates annual Program-sponsored project budget

Program Sponsor:

86

EC Roles and Responsibilities

• Chair of Enterprise Computing Steering Committee (ECSC) – makes recommendations to Program Sponsor

• Formal liaison to Program Sponsor

• Responsible for Enterprise Computing Program’s success

• With guidance from ECSC, appoints Project Directors

• Establishes methodology and reporting requirements for Program-sponsored projects

Program CIO:

87

EC Roles and Responsibilities

• Joint authors/owners of Enterprise Computing Program Plan

• Prioritizes Enterprise Computing projects

• Reviews budget requests for Program-sponsored projects

• Reviews and approves Program-sponsored project steering committee memberships

• Reviews and approves Program-sponsored project plans

• Holds quarterly meetings to review EC project status

• Makes strategic decisions impacting EC projects

Enterprise Computing Steering Committee (ECSC):

88

EC Roles and Responsibilities

• Senior manager of a business area

• Submits budget requests for Program-sponsored projects

• Articulates the vision, benefits and meaning of changes to the business operation at high level

• Member of the project steering committee

• With Program Coordinator concurrence, recommends Project Director candidates to CIO

• Provides leadership to implement best business practices imbedded in the standard software

Project Sponsor:

89

EC Roles and Responsibilities

• Executive Program Manager

• Responsible for maintaining Program/Project methodology

• Information manager for Program and all Program-sponsored projects

• Ensures quality and consistency of management of Program- sponsored projects

• Assists project directors with administration of projects (budget, scope, schedules)

Program Coordinator:

90

• Acts as a resource to provide Program and project management assistance and training

• Reviews project charters/plans in Program context

• Works with Program Coordinator to ensure quality management of Program-sponsored projects

EC Roles and Responsibilities

Integrated Project Management Office:

91

EC Roles and Responsibilities

• Selected from the functional and technical areas impacted by the project

• Serves as the project change control board to provide oversight on scope/budget/schedule

• Provides oversight to minimize software customization and changes to original project scope

• Removes barriers

• Advises Project Director

• Provides formal end user representation

Project Steering Committee:

92

EC Roles and Responsibilities

• Supports the project team in identifying internal controls

• Acts as control consultant, not decision maker

• Exercises independence in system development review

• Provides recommendations for operational improvements

• Communicates audit opinions to, and receives timely dispositions from the Project Manager, Project Director, and Project Steering Committee

Internal Audit:

93

EC Roles and Responsibilities

• Senior Manager with authority for project execution

• Held accountable for project success and has the metrics to measure the success

• Reports project progress to the CIO

• Works with Project Steering Committee to document and maintain project change control

• Responsible for minimizing customization

• Negotiates resolution of cross functional issues

• Ensures wide project participation from the user community, including establishing user focus groups with formal representatives from scientific divisions

Project Director:

94

EC Roles and Responsibilities

• Recommended by the Project Director and the Program Coordinator with concurrence of the project steering committee, and is appointed by the CIO and his/her respective line manager

• Develops and drives the execution of the overall project plan

• Manages the project team

• Ensures project is compliant with appropriate standards

Project Manager:

95

EC Roles and Responsibilities

• Provides technical expertise

• Conducts feasibility studies

• Provides estimates to Project Plan

• Performs data modeling and analysis

• Performs development programming and unit/system testing

• Performs deployment to production

• Adheres to technical standards

• Provides and maintains technical documentation

• Supports business specialists in developing and conducting training and materials

• Supports technology-driven process re-engineering efforts

• Supports enhancements to existing infrastructure

IT Technical Specialist:

EC Roles and Responsibilities

96

EC Roles and Responsibilities

• Represents constituents and serves as communication conduit

• Participates in requirements definition

• Reviews requirements for clarity

• Participates in training, testing and acceptance

• Member of the deployment team

End User:

EC Roles and Responsibilities

97

EC Roles and Responsibilities

• Serves as subject matter expert

• Works with end users to address requirements

• Establishes functional requirements with concurrence from end user representatives

• Identify business procedures that must change and adopt best practices

• Responsible for testing and quality assessment

• Develops and conducts training with assistance from IT Technical Specialists

Business Specialist:

EC Roles and Responsibilities

CloseoutExecution/Control

PlanningInitiation

Enterprise Computing Program Methodology

Project Request

ECSCPrioritization

&Approval

ProjectCharter

ABBA

ECSCReview

&CIO

Approval

ProjectPlan

Commun-ication

Plan

Project Director ProjectManagement Team

ECSCReview

&CIO

Approval

Project Change Management

Risk ManagementStatus Reporting

ProjectSponsor/Director

Project Team

PostReview

Project Manager

EndDeliverables

Review &

Approval

LessonsLearned

ROI

ABBA – Activity Based Budget Authorization

99

ECSC Project Initiation

• Project Request—Includes return on investment (ROI) estimate—Business case analysis (BCA)—Submitted by Project Sponsor (Business Area Manager)

• ECSC Review & Approval—Requests prioritized—Funded based on annual allocation by Program Sponsor—CIO presents prioritized list to Program Sponsor for acceptance—Project Charter developed after request approval

100

ECSC Project Planning

• Approved charter authorizes project planning process

• Project Plan—Work breakdown structure (WBS)—Schedule—Budget—Communication Plan—Risk Management Plan—Resource Assignments—Change Management Plan

101

ECSC Project Planning

• Project Plan—Reviewed by Program Coordinator and IPMO prior to

submission—Presented by Project Director for ECSC review—Approved by CIO as Chair of ECSC and Program Coordinator

• Approved plan authorizes project execution / control and released project budget

102

ECSC Project Execution and Control

• Project Change Management• Risk Management• Status and progress reporting

—Monthly updates to CIO / Program Coordinator—Quarterly to ECSC

• Issues / Action Items log

103

ECSC Project Close

• End deliverables review and acceptance—Project Sponsor—CIO / ECSC

• Close-out post implementation—Lessons learned—Business case analysis (ROI) follow up

104

G. Recommended Reading

Summary

105

Recommended Reading

• Project Retrospectives: A Handbook for Team Reviews by Norman L. Kerth• Controlling Software Projects: Management, Measurement, and Estimates by

Tom Demarco, Barry W. Boehm• Peopleware : Productive Projects and Teams, 2nd Ed. by Tom Demarco,

Timothy Lister• The Politics of Projects by Robert Block• The Deadline: A Novel About Project Management by Tom Demarco• People and Project Management by Rob Thomsett• Becoming a Technical Leader: An Organic Problem-Solving Approach by Gerald

M. Weinberg• Are Your Lights On?: How to Figure Out What the Problem Really Is by Donald

C. Gause, Gerald M. Weinberg• Teaching the Elephant to Dance: The Manager's Guide to Empowering Change

by James A. Belasco• A Whack on the Side of the Head: How You Can Be More Creative by Roger

Von Oech

106

Recommended Reading

• Quality Software Management, Vol. 1: Systems Thinking by Gerald M. Weinberg• Quality Software Management, Vol. 2: First-Order Measurement by Gerald M.

Weinberg• Quality Software Management, Vol. 3: Congruent Action by Gerald M. Weinberg• Quality Software Management, Vol. 4: Anticipating Change by Gerald M.

Weinberg