Quality Education for a Healthier Scotland

Introduction to Projects & Project Management

Pauline A. Morrison

Project Officer

Quality Education for a Healthier Scotland

Which of these is a project?

1. Responding to a request from the Scottish Government to design a training course by March 2011, for 250 medical staff with a budget of £50,000

2. Responding to a request from your manager to e-mail them a departmental-wide performance report, on the last Friday of each month for the foreseeable future

3. Organising a yearly team building day

4. Completion and submission of Sickness Absence forms to HR on a monthly basis

5. Responding to a request from your manager to design an internal project management training course, for all staff to have been trained by March 2011

Quality Education for a Healthier Scotland

What is a project?

• A project features the following characteristics;o Specific start and end dateo Series of tasks to achieve a defined outcome or

objectiveo Uses people or resources to achieve that objective

Quality Education for a Healthier Scotland

Which of these is a project?

1. Responding to a request from the Scottish Government to design a training course by March 2011, for 250 medical staff with a budget of £50,000

2. Responding to a request from your manager to e-mail them a departmental-wide performance report, on the last Friday of each month for the foreseeable future

3. Organising a yearly team building day

4. Completion and submission of Sickness Absence forms to HR on a monthly basis

5. Responding to a request from your manager to design an internal project management training course, for all staff to have been trained by March 2011

Quality Education for a Healthier Scotland

What is project management?

The planning, organising, directing

and controlling of....

....activities, people and money....

....to achieve a specific objective

Quality Education for a Healthier Scotland

Project objective….an example

Have a relaxing holiday and return to work refreshed and energised...

Quality Education for a Healthier Scotland

You need to do these main things…..

Or else this will happen…..

Quality Education for a Healthier Scotland

It’s a balancing act!

Expectations

Time

Money/Resources

Quality

Scope

Quality Education for a Healthier Scotland

What is the project life-cycle?

• Logical sequence of activities to accomplish the project’s goals or objectives

Quality Education for a Healthier Scotland

What is the project life-cycle?

Initiate Plan Deliver Review Close

Quality Education for a Healthier Scotland

What do you do at each stage?

• Initiateo Define scope

• Plano Identify milestones and outputso Identify required funding and resourceso Identify and analyse riskso Identify and analyse stakeholderso Undertake E&D impact assessmento Develop business case

Quality Education for a Healthier Scotland

What do you do at each stage?

• Delivero Communicate with stakeholderso Identify project governance requirementso Identify and undertake commissioning exerciseso Monitor and report on project progresso Manage riskso Record lessons learned

• Reviewo Hold post project review meeting

• Closeo Close project

Quality Education for a Healthier Scotland

Tools to help you in practice

• ‘How To’ Guides• Starting a Project checklist• Project initiation document• Project plan/Gantt Chart template• Resource Analysis toolkit• Risk Register template• Progress Reporting template• Financial forecast template• Lessons Learned log template• Post Project Review Meeting template