Project Management Introduction Minder Chen, Ph.D. CSU Channel Islands Minder.chen@csuci.edu What Is a Project? • A project is a temporary endeavor undertaken to create a unique product, service, or result. • The temporary nature of projects indicates a definite beginning and end. • The end is reached when the project’s objectives have been achieved or when the project is terminated because its objectives will not or cannot be met, or when the need for the project no longer exists. • The endeavor is undertaken by a team or an organization using resources (e.g., people and equipment), and therefore projects have a sense of being intentional, planned events. http://www.pmi.org/About-Us/About-Us-What-is-Project-Management.aspx © Minder Chen, 2015 PM: Intro - 2 What Is a Project? Require resources and planning An expected end date, and beginning date A project is a temporary endeavor undertaken to create a unique product, service, or result. Deliverables that are customized* * Not commodity products © Minder Chen, 2015 PM: Intro - 3 Examples of projects • Developing a new product or service • Effecting a change in the structure, staffing, or style of an organization • Developing or acquiring a new or modified information system • Constructing a building or infrastructure • Implementing a new business process or procedure. © Minder Chen, 2015 PM: Intro - 4 Projects vs. Operational Work • Overlap – Performed by people – Constrained by limited resources – Planned, executed, and controlled • Differ – operations are ongoing and repetitive – projects are temporary and unique 5 © Minder Chen, 2015 PM: Intro - 5 Comparison of Routine Work with Projects Operations Routine, Repetitive Work Projects Taking class notes Writing a term paper Daily entering sales receipts into the accounting ledger Setting up a sales kiosk for a professional accounting meeting Responding to a supply-chain request Developing a supply-chain information system Practicing scales on the piano Writing a new piano piece Routine manufacture of an Apple iPod Designing an iPod that is approximately 2 X 4 inches, interfaces with PC, and stores 10,000 songs Attaching tags on a manufactured product Wire-tag projects for GE and Wal-Mart TABLE 1.1 © Minder Chen, 2015 PM: Intro - 6 General Management Knowledge and Skills • General management encompasses planning, organizing, staffing, executing, and controlling the operations of an ongoing enterprise. • General management provides the foundation for building project management skills and is often essential for the project manager. © Minder Chen, 2015 PM: Intro - 7 © Minder Chen, 2015 PM: Intro - 8 The Inner Working of Management Processes © Minder Chen, 2015 PM: Intro - 9 Management Process in 3-D http://www.light-maker.com/harvard_wheel.jpg From R. Alec Mackenzie, " The Management Process in 3-D", Harvard Business Review, Nov-Dec 1969 © Minder Chen, 2015 PM: Intro - 10 Ideas © Minder Chen, 2015 PM: Intro - 11 Things © Minder Chen, 2015 PM: Intro - 12 People © Minder Chen, 2015 PM: Intro - 13 People © Minder Chen, 2015 PM: Intro - 14 Project Phases Planning © Minder Chen, 2015 Build-Up Implementation Close out PM: Intro - 15 Areas of Expertise for PM © Minder Chen, 2015 PM: Intro - 16 The PMBOK® Guide Structure Section I The Project Management Framework, provides a basic structure for understanding project management. Chapter 1, Introduction, defines key terms and provides an overview for the rest of the PMBOK® Guide. Chapter 2, Organization Influences and Project Life Cycle, describes the environment in which projects operate. 17 © Minder Chen, 2015 PM: Intro - 17 The PMBOK® Guide Structure Section II The Standard for Project Management of a Project, specifies all the project management processes that are used by the project team to manage a project Chapter 3, Project Management Processes for a Project, describes the five required Project Management Process Groups for any project and their constituent project management processes 18 © Minder Chen, 2015 PM: Intro - 18 Project’s Triple Constraints • Project managers often talk of a “triple constraint”—project scope, time and cost— in managing competing project requirements. • Project quality is affected by balancing these three factors. • The relationship among these factors is such that if any one of the three factors changes, at least one other factor is likely to be affected. • Additional Factors: Customer satisfaction and risk © Minder Chen, 2015 PM: Intro - 19 The PMBOK® Guide Structure Section III The Project Management Knowledge Areas Chapter 4, Project Integration Management Chapter 5, Project Scope Management Chapter 6, Project Time Management Chapter 7, Project Cost Management Chapter 8, Project Quality Management Chapter 9, Project Human Resource Management Chapter 10, Project Communications Management Chapter 11, Project Risk Management Chapter 12, Project Procurement Management Chapter 13, Project Stakeholder Management © Minder Chen, 2015 PM: Intro - 20 Project Management 5 Process Groups • Project management is the application of knowledge, skills, tools, and techniques to project activities to meet the project requirements. • Project management processes comprises 5 Process Groups: – – – – – Initiating, Planning, Executing, Monitoring and Controlling, and Closing. © Minder Chen, 2015 PM: Intro - 21 • • • • • • • • • Project Management 10 Knowledge Areas Project Integration (Process) Management Project Scope Management Project Time Management Project Cost Management Project Quality Management Project Human Resource Management Project Communications Management Project Risk Management Project Procurement Management © Minder Chen, 2015 PM: Intro - 22 PM 5 Process Groups and 10 Knowledge Management Areas Stakeholder Management © Minder Chen, 2015 PM: Intro - 23 The Deming Cycle: Continuous Quality Control • • • • Plan (Create a project plan) Do (Execute the project plan) Check (Monitor & control project execution against the plan) Action (Revise the project plan or execution) © Minder Chen, 2015 PM: Intro - 24 (5) (10) (47 processes) © Minder Chen, 2015 PM: Intro - 25 © Minder Chen, 2015 PM: Intro - 26 PMBOK • Each Knowledge Area has further Processes. • There are a total of 47 processes. • Each process has ITTO – Inputs, – Tools and Techniques, and – Outputs • The PMBOK primarily covers each of the processes and it's ITTO in detail. • You need to understand the concepts related to each of the input, output and "tools and techniques". © Minder Chen, 2015 PM: Intro - 27 Managing a Project • Identifying requirements; • Addressing the various needs, concerns, and expectations of the stakeholders in planning and executing the project; • Setting up, maintaining, and carrying out communications among stakeholders that are active, effective, and collaborative in nature; • Managing stakeholders towards meeting project requirements and creating project deliverables; • Balancing the competing project constraints, which include, but are not limited to: – – – – – – Scope, Quality, Schedule, Budget, Resources, and Risks. © Minder Chen, 2015 Source: PMBOK 4 PM: Intro - 28 The Technical and Socio-Cultural Dimensions of the Project Management Process © Minder Chen, 2015 PM: Intro - 29 Interpersonal Skills of a Project Manager • Leadership, • Team building, • Motivation, • Communication, • Influencing, • Decision making, • Political and cultural awareness, • Negotiation, • Trust building, • Conflict management, and • Coaching. © Minder Chen, 2015 PM: Intro - 30 Interpersonal Skills • Effective communication: The exchange of information. • Influencing the organization: The ability to “get things done”. • Leadership: Developing a vision and strategy, and motivating people to achieve that vision and strategy . • Motivation: Energizing people to achieve high levels of performance and to overcome barriers to change • Negotiation and conflict management: Conferring with others to come to terms with them or to reach an agreement • Problem solving: The combination of problem definition, alternatives identification and analysis, and decision-making. 31 © Minder Chen, 2015 PM: Intro - 31 Personality Characteristics and Successful Project Management Work (Task) http://www.maxwideman.com/papers/profiles/general.htm © Minder Chen, 2015 PM: Intro - 32 Technical Knowledge • It is important to realize that a project manager can successfully manage a project whether or not he has relevant technical knowledge…Obviously, technical knowledge is preferred. • Project managers are generalists with many skills in their repertoire. They are also problem solvers who wear many hats. Project managers might indeed possess technical skills, but technical skills are not a prerequisite for sound project management skills. Your project team should include a few technical experts, and these are the people whom the project manager will rely on for technical details. © Minder Chen, 2015 PM: Intro - 33 Project Manager: Pros and Cons © Minder Chen, 2015 PM: Intro - 34 Elaboration and Change Management • Because of the potential for change, the project management plan is iterative and goes through progressive elaboration throughout the project’s life cycle. • The project manager should not simply accept all changes as valid; rather, the project manager should evaluate how those changes affect the other aspects of the project. © Minder Chen, 2015 PM: Intro - 35 Progressive Elaboration • Progressive elaboration means developing in steps, and continuing by increments. • For example, the project scope will be broadly described early in the project and made more explicit and detailed as the project team develops a better and more complete understanding of the objectives and deliverables. © Minder Chen, 2015 PM: Intro - 36 Project vs. Program © Minder Chen, 2015 PM: Intro - 37 Portfolio • A portfolio refers to a collection of projects or programs and other work that are grouped together to facilitate effective management of that work to meet strategic business objectives. The projects or programs of the portfolio may not necessarily be interdependent or directly related. • Portfolio management refers to the centralized management of one or more portfolios, which includes identifying, prioritizing, authorizing, managing, and controlling projects, programs, and other related work, to achieve specific strategic business objectives. Portfolio management focuses on ensuring that projects and programs are reviewed to prioritize resource allocation, and that the management of the portfolio is consistent • with and aligned to organizational strategies. © Minder Chen, 2015 PM: Intro - 38 Portfolio, Program, and Project Management Interactions © Minder Chen, 2015 PM: Intro - 39 © Minder Chen, 2015 PM: Intro - 40 Project Management Office (PMO) • A project management office (PMO) is an organizational body or entity assigned various responsibilities related to the centralized and coordinated management of those projects under its domain. The responsibilities of a PMO can range from providing project management support functions to actually being responsible for the direct management of a project. – – – – – – Managing shared resources across all projects administered by the PMO; Identifying and developing project management methodology, best practices, and standards; Coaching, mentoring, training, and oversight; Monitoring compliance with project management standards, policies, procedures, and templates via project audits; Developing and managing project policies, procedures, templates, and other shared documentation (organizational process assets); and Coordinating communication across projects. © Minder Chen, 2015 PM: Intro - 41 © Minder Chen, 2015 PM: Intro - 42