Introduction to Projects &
Project Management
Pauline A. Morrison
Project Officer
Quality Education for a Healthier Scotland
Aim of Session
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Provide an overview and create a basic awareness of general project
management principles
Introduce standard processes and templates to use when managing
projects
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?
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A project features the following characteristics;
o Specific start and end date
o Series of tasks to achieve a defined outcome or objective
o 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!
Time
Quality
Expectations
Money/
Resources
Scope
Quality Education for a Healthier Scotland
What is the project life-cycle?
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Logical sequence of activities to accomplish the project’s goals or
objectives
Initiate
Plan
Deliver
Review
Quality Education for a Healthier Scotland
Close
What do you do at each stage?
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Initiate
o Define scope
o Develop outline business case *
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Plan
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Identify milestones and outputs
Identify required funding and resources
Identify and analyse risks *
Identify and analyse stakeholders
Undertake E&D impact assessment *
Develop project initiation document
Quality Education for a Healthier Scotland
What do you do at each stage?
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Deliver
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Communicate with stakeholders
Identify project governance requirements
Identify and undertake commissioning exercises *
Monitor and report on project progress
Manage risks
Record lessons learned
Review
o Hold post project review meeting
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Close
o Close project
Quality Education for a Healthier Scotland
Tools to help you in practice
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‘How To’ Guides
Starting a Project checklist
Project initiation document
Project plan/Gantt Chart template
Resource Analysis toolkit
Risk Register template
Progress Reporting (RAG) template
Financial forecast template
Lessons Learned log template
Post Project Review Meeting template
Quality Education for a Healthier Scotland
Any questions?
Quality Education for a Healthier Scotland
Burning Issues & Troubleshooting
Quality Education for a Healthier Scotland