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Project Management Leadership Beahrs ELP Berkeley, CA June 20, 2017 2:00 5:00 pm Prof. Zachary A. Wong, Ph.D., D.A.B.T. [email protected] Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

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Page 1: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Project Management Leadership

Beahrs ELP Berkeley, CA

June 20, 2017

2:00 – 5:00 pm

Prof. Zachary A. Wong, Ph.D., D.A.B.T. [email protected]

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 2: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Purpose/Agenda

Importance of Project Management (PM)

8 Key PM Leadership Principles

Team Project Exercise – “Learn by Doing”

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 3: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Importance of Project Management

Planned undertaking to achieve a specific objective within defined time period

New business, technology, environmental protection, clean water system, computer system, training program,

clean energy, conservation

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 4: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Copyright October 2004, Z. A. Wong All Rights Reserved

Project Management

Time

Resources

Processes

Costs

Ideas

Tools

People

Knowledge

Organized, Systematic Way to Get Things Done! On Time, On Budget, High Quality

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 5: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

PMBOK® Guide

Project Management Body Of Knowledge

• Int’l standard, revised every 4 yrs

• 10 knowledge areas

• 5 process groups

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 6: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

PMBOK® 10 Knowledge Areas

1. Project Integration Management 2. Project Scope Management 3. Project Time Management 4. Project Cost Management 5. Project Quality Management 6. Project Human Resources Management 7. Project Communications Management 8. Project Risk Management 9. Project Procurement Management 10.Project Stakeholder Management

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 8: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Purpose/Agenda

Importance of Project Management (PM)

8 Key PM Leadership Principles

Team Project Exercise – “Learn by Doing”

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 9: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Principle #1: Follow 5 Phase Roadmap

Define

Plan

Execute

Monitor and Control Close

1

2

3

4

5

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 10: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

10

Principle #2 Three Elements for Successful Projects

CONTENT

PROCESS

BEHAVIOR

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

CLEAR purpose and goals

WELL-DEFINED plan, methods, procedures

TEAMWORK

Page 11: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

11

Principle #3 Root Cause of Project Failures

Bad Team

Behavior

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 12: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Bad Team Behaviors Poor communications

Interpersonal conflicts

Low output

Bad leadership

“Difficult” personalities

Low accountability

Resentment, anger, mistrust

Exclusion

Copyright October 2016 Z. A. Wong All Rights Reserved

6

Page 13: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

5 Phase Roadmap

Define CHARTER

Plan

Execute

Monitor and Control Close

1

2

3

4

5

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

CONTENT

PROCESS

BEHAVIOR

Page 14: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

14

“Go slow to go fast”

• Clear Goals • Clear Expectations

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Principle #4

Page 15: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Take Time to

“Frame the Project”

1. Purpose -- Idea, problem, need

2. Benefit – ROI, value to community

3. Scope of project -- investment, assets, people

4. Budget – investment, funding

5. Identify sponsor, stakeholders, management

6. Sponsor expectations

7. Define project success

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 16: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Project Leadership

Trade-Offs – “You Can’t Have It All!”

Copyright October 2014, Z. A. Wong All Rights Reserved

Time

(Schedule)

Quality

(Deliverable)

Cost

(Budget)

Page 17: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Step 1. Define: Project Charter

Project “Contract” -- stakeholder expectations

– Objective

– Compelling Purpose /Benefit

– Frame/Scope

– Communications

– Rules/Requirements

– Sponsor/Stakeholder Expectations

– Deliverables and Milestones

– Resources

– Success Metrics Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 1

STOP

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Communicate, Communicate, Communicate

18

Principle #5

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

…with project stakeholders

Page 19: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Project Management Structure

Management Board Approvals

Project Manager Project Team

“SNAKE” with Project Management Board

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

TIME Start End

Charter Design/Budget Changes

Page 20: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

STEP 2. WORK PLAN Page 2 Project Management: 5 PHASES

Define

Planning Work Plan

•Roles/Responsibilities •Task and Schedule •Key Team Behaviors •Budget •Risk Mgmt

Execute

Monitor and Control

•Performance Metrics

Close

1

2

3

4 5

PROCESS

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 21: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

5 Phase Roadmap

Define

Plan

Execute

Monitor and Control Close

1

2

3

4

5

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

CONTENT

PROCESS

BEHAVIOR

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22

“Be Inclusive”

X X X

X X X

Principle #6 Teamwork

Feeling Included, Respected, Valued

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 23: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Work Plan

Roles and responsibilities

Key team behaviors

Tasks and schedule

Managing risks

Page 2

STOP

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 24: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

5 Phase Roadmap

Define

Plan

Execute

Monitor and Control Close

1

2

3

4

5

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Page 25: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

What gets measured, gets done

25

Principle #7

Copyright October 2014, Z. A. Wong All Rights Reserved

Performance Metrics

Step 5. Monitor/Control Page 4

Page 26: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Performance Metrics Examples

% budget spent

% goals completed on time

# injuries or accidents

stakeholder satisfaction

Copyright October 2004, Z. A. Wong All Rights Reserved

Page 27: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Project Management: 5 Process Groups PHASES

Define

1

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

Plan

Execute

Monitor and Control Close

2

3

4 5

Page 28: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

No feedback, no improvement

28

Principle #8

Project Close

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Page 29: Project Management Leadershipbeahrselp.berkeley.edu/wp-content/uploads/ZAWong-Instructor-Slide… · 1. Project Integration Management 2. Project Scope Management 3. Project Time

Summary: 8 Key Principles of PM Z. A. Wong

1. Follow 5 Phase Roadmap

2. Three key elements: Content, Process, Behaviors

3. Root cause of project failure: Bad Behaviors

4. Go Slow to Go Fast: Frame the Project /Charter

5. Communicate, Communicate, Communicate

6. Teamwork: Be Inclusive – respected, valued

7. Metrics: What gets measured, gets done

8. Project Close: No feedback, no improvement

Copyright May2016 Z. A. Wong Class Use Only All Rights Reserved

International Best Practices: PMBOK Guide