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TRANSCRIPT
Project Management for the RIM Professional
by Martha W. Chase, RHIA, PMP, CDERConsolidated Nuclear Security, LLC (CNS) Pantex
Amarillo, TX
Objectives
• “Project Management” Defined
• When Project Management is / is NOT Appropriate
• Project Management Terms/Concepts
• FIVE Project Process Steps
• From “Project” to “Production”
• Project File Content, Structure, Retention
Project Management Overview
• Defined Start & Finish
• Separate from Daily/Routine Operations
• Ultimate Goal
– Process Integration
– HAPPY CUSTOMER & Sponsors
Project Management Overview, continued…
• Project Basis
– Scope – what’s in & what’s out
– Schedule – how long for segments & total
– Cost – ALL resources (money, “stuff”, & people)
– Quality – Product meets Goal as Scoped
• Assigned Resources (money, people, time)
• Measureable Milestones
Project Conceptual Map
Output Quality
Scope
Cost
Schedule
The Agile Project Exception• Mostly IT
• Scope defined in terms of OUTCOME, period
• Defined Cost, Deadline, Outcome Outline
• Definite Start & Money
• End-point Develops Clarity with Progress
• Measureable ITERATIVE Milestones
• Daily/Weekly Status/Decision meetings
When is Project Management Appropriate – or NOT
• Appropriate – Special / 1-Time Events– New Systems
– System Conversions and Migrations
– Major Upgrades that AFFECT DATA
– Building/Renovating Facilities or Facility Moves
– Corporate Mergers
• NOT Appropriate– Revisions to Existing Work Practices
– Ongoing Anything
Project Management Terms• Business Case
– Why should you be allowed to do this?
– Includes feasibility study & initial cost estimates
– Consider Return on Investment (ROI)
• Stakeholders (INVOLVED)
– Who, in what organizations, will HAVE to be in it
– Early Buy-n = Increased Odds of Completion
– No or Too Late Buy-in = Doomed
• Sponsor/Champion
– Senior Manager who WANTS this
More Project Terms
• Charter– Initial Scope, Cost & Time Estimates
– Benefits Statement (WIIFM)
– Signed & Issued by CHAMPION
• Initiation– Develop Team
– Develop RESOURCE LOADED Schedule
– Work Break Down Structure (WBS)
– Responsibility Assignment Matrix (RAM)
EVEN More Terms
• Project Plan– Narrative of EVERYTHING needed to make it work
– Attach Signed Charter & Baseline Schedule
– Signed by ALL Stakeholder Management
• Estimates– Include in Project Plan
– ALL RESOURCES
• Earned Value Management System (EVMS)– How you know you’re on scope, on schedule, on budget
– Required for most Government Projects over $5M
STILL More Terms
• Scope Creep– Worst Execution/Control Error
• Change Control– How to deal with Scope Creep
• Risk Management– Avoidance
– Mitigation
– Acceptance
– Transference
People Terms
• Project Manager– All project coordination & control
• Program Manager– Portfolio of Projects
• Project Management Professional (PMP)– Defined Skill Set
– Certified by Project Management Institute
– Program and/or Project Manager
Five Project Process Steps
• Initiate
• Plan
• Execute
• Control
• Close
Importance:– Errors at the Beginning SNOWBALL
– Every Process Properly Addressed = Success
Project Process Flow
Funded
Business Case
Customer Acceptance
Yes No
Yes No
ChampionGenerates
CharterCharter
Approved
Yes
No
Develop Project Plan
Stakeholder Sign-off
No
Yes
Project Process Flow, Continued…
Schedule Baseline
Work Authorization
Execution & Control
NoTransition to Owner
Closure Yes
No
Getting to Production
• Planning
– MUST Include Transition Processes
– Don’t forget TIMELY Training!
• Closure
– Must PROVE Transition Processes
• Failed Project =
– NO Product
– Incomplete or Non-spec Product
– UNHAPPY Customer/Sponsors
Project File
• All Project Information
• Baselines & All Revisions
• Change Control Documentation
• Short & Long-Retention Data
– Life of Project (destroy at acceptance)
– Life of Facility/Activity
• On-going Capture is CRUCIAL
• Proof of Product
Sample Project File Records
• Charters • Decision Records
• Estimates • Project Budget Files
• Feasibility Studies • Communication Plan
• RAM • Project Plan
• Project Schedule • Meeting Minutes
• Specifications • Equipment Lists
More Project Records
• Correspondence • Configuration Mgmt. Info.
• Milestone Reports • As-builts & Other Drawings
• EVMS Reports • Subcontractor/Vendor Data
• Permits • Vendor Manuals
• Use/Readiness • Risk Management Records
• Quality Docs. • Customer Acceptance
• SharePoint Sites • E-mail/Workflows
Summary
• Review of Objectives
– “Project Management” Defined
– When Project Management is / is NOT Appropriate
– Project Management Terms/Concepts
– FIVE Project Process Steps
– From “Project” to “Production”
– Project File Content, Structure, Retention
• Questions & Answers