Project Risk Planning Chapter 10 Contemporary Project Management Kloppenborg © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Chapter Vignette Texas Medical Center • TMC is composed of 49 not-for-profit institutions dedicated to the highest standards of patient care, research, and education. • Currently 11 major construction projects are underway. • TMC forms the seventh largest downtown business district in the United States. • Contractors must have a plan in place detailing how they are going to secure their construction sites in the event of a hurricane. © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. At the end of this chapter… • Describe risk management planning, risk identification, risk analysis, and risk response planning. • Identify and classify risks for a project. • Populate a risk register. • Describe various risk assessment techniques and tell when each is appropriate to use. • Prioritize each risk on a project using an appropriate assessment technique. • Develop and defend at least one strategy for each of the high priority risks on a project. • Compare and contrast the various strategies for dealing with risks. © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. The purpose of risk management is to reduce the overall project risk to a level that is acceptable to the project sponsor and other stakeholders. © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Plan Risk Management • First understand the project’s objectives • Realize what project success is • Project success measures include: Plan risk management – “the process of defining how to conduct risk management activities for a project.” PMBOK® Guide © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Plan Risk Management • Planning requires an understanding of project success • Project success measures include: Meeting Agreements Cost, schedule, and specifications met Customer’s Success Needs met, deliverables used, customer satisfied Performing Organization’s Success Market share, new products, new technology Project Team’s Success Loyalty, development, satisfaction Plan Risk Management • Did the project help the performing organization? Performing organization – “the enterprise whose personnel are most directly involved in doing the work of the project.” PMBOK® Guide © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Specific Project Stakeholder Priorities Risk Management Planning and Stakeholder Priorities • Understand what the project plan calls for • Understand in what area would the most important stakeholders like to improve • Understand where stakeholders are willing to sacrifice to enable improvements © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Understanding the Project Risk • A risk is anything that may impact the project team’s ability to achieve the general project success measures and the specific project stakeholder priorities. • A negative impact poses a threat threat – “a condition or situation unfavorable to the project…a risk that will have a negative impact on a project objective if it occurs.” PMBOK® Guide © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Understanding the Project Risk • A positive impact poses an opportunity • A project manager proactively seeks to eliminate/reduce the impact of threats and capitalize on opportunities opportunity – “a condition or situation favorable to the project … a risk that will have a positive impact on a project objective if it occurs.” PMBOK® Guide © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Risk Management Planning • The risk management plan is useful for communicating with project stakeholders and for follow up analysis Risk management plan– “the document describing how project risk management will be structured and performed on a project.” PMBOK® Guide © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Risk Management Plan Guidance for an IT Consulting Company Risk management includes guidance on how to perform three risk management activities: 1. Decide what level of risk premium to charge for the project. The team must rate factors such as project size, complexity, technology, and type. The combined ratings will dictate that a risk premium of 0, 10, or 20 percent be added to the estimated project cost or, for very risky projects, executive approval is mandated. 2. Mitigate risk external to the firm through contract clauses and risk internal to the firm through agreements. 3. Manage the risk very carefully through specifically © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted designed conference call meetings and reports. to a publicly accessibleweekly website, in whole or in part. Roles and Responsibilities • Encourage wide participation in risk management activities • The more perspectives considered, the more likely important risks will be uncovered • Participation in project risk planning encourages buy-in to a risk management approach • The risk management plan defines who has responsibility for each risk management activity © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Categories and Definitions • Risks may be considered by association with a specific project life cycle stage • More project risks are uncovered early in the life of a project • The cost per risk discovered early is less • Risks discovered late in a project can be expensive © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Risks Over the Project Life Cycle © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Categories and Definitions • Risks may be categorized by their impact on a project objective (cost, schedule, scope, quality) • Risks may be classified as external/internal to the organization • Risks may be classified by what is known about each © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. International Construction Project Risk Factors Information Systems Project Risk Factors © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Information Systems Project Risk Factors © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Information Systems Project Risk Factors © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Categories and Definitions Cement will harden Bad weather will happen 100-year flood • A “known known” can be planned and managed with certainty • “Known unknowns” can be identified and may or may not happen – Identify the risk and establish contingency reserves • “Unknown unknowns” are true uncertainties – Negotiate a management reserve based on project manager and key stakeholders understanding of the project © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Identify Risks • • • • Information gathering Reviews Understanding relationships Risk register Identify risks – “the process of determining which risks might affect the project and documenting their characteristics.” PMBOK® Guide © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Information Gathering • A brainstorming activity considering “what could go wrong” • Use classic rules for brainstorming • Variations and extensions of possible risks can help to identify additional risks • Interview stakeholders © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Information Gathering SWOT analysis – “an information gathering technique used to examine the project from perspectives of each project’s strengths, weaknesses, opportunities, and threats to increase the breadth of risks considered.” PMBOK® Guide • Use a SWOT analysis • Use the Delphi technique • Use a structured review – review a variety of project and other documents to uncover possible risks Delphi technique– “an information gathering techniques used as a way to reach a consensus of experts on a subject … Responses are summarized and recirculated © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted further comment.” Guide to a for publicly accessible website, in whole PMBOK® or in part. Reviews Understanding Relationships • Learn the cause and effect relationships of risk events – Use a flow chart that shows how people, money, data, or materials flow from one person/location to another • Consider why a certain risk event may happen through root cause analysis – “Why might this happen?” Root cause analysis – “an information gathering techniques used as a way to reach a consensus of experts on a subject … Responses are summarized and © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted recirculated for further comment.” PMBOK® Guide to a publicly accessible website, in whole or in part. Understanding Relationships • Understand triggers • A trigger may be specific to an individual risk • Triggers can be general indications of problems for the project as a whole Triggers – “indications that a risk has occurred or is about to occur.” PMBOK® Guide © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Triggers for a Project as a Whole • Project manager displays lack of self-esteem. • Team members do not show enthusiasm for project. • Project was started with inadequate time for planning. • Communications are overly general, with little focus. • Reports yield little information about true project status. • Little effort has been given to risk management. © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Risk Register • The primary output of risk identification is the risk register • The risk register includes risk categories, identified risks, potential causes, potential responses • The risk register is a living document Risk register – “the document containing the results of the qualitative risk analysis, quantitative risk analysis, and risk response planning. The risk register details all identified risks, including description, category, cause, probability of occurring, impact(s) on objectives, proposed responses, © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted andwebsite, current status.” to aowners, publicly accessible in whole or in part. PMBOK® Guide Partial Risk Register © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Risk Analysis • Perform qualitative risk analysis • Perform quantitative risk analysis • Risk register updates © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Qualitative Risk Analysis • • • • How likely is a risk to happen? How big will the impact be? When is the risk likely to occur? How easy will it be to notice and correctly interpret the trigger? Perform qualitative risk analysis – “the process of prioritizing risks for subsequent further analysis or action by assessing and combining their probability and impact.” PMBOK® Guide © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Qualitative Risk Assessment © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Qualitative Risk Analysis • Determine cause and effect relationships – Part of root cause analysis – It may be easier to change the effect by changing the underlying cause – Use a cause and effect diagram (fishbone diagram) © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Cause and Effect Diagram © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Cause and Effect Diagram • List the risk as the effect in a box at the head of the fish • Name the big “bones” • Complete the smaller “bones” as responses to asking why the big “bones” may be a problem © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Perform Quantitative Risk Analysis • Bigger, more complex, riskier, more expensive projects may benefit from the rigor of quantitative structured techniques • Use when it is critical to predict the probability of completing a project on-time, on-budget, at the agreed upon scope and/or agreed upon quality Quantitative risk analysis – “the process of numerically analyzing the effect of identified risks on overall project objectives.” PMBOK® Guide © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Common Quantitative Risk Analysis Techniques Criteria for Selecting a Quantitative Risk Technique Methodology • Use the explicit knowledge of the project team members. • Allow quick response. • Help determine project cost and schedule contingency. • Help foster clear communication. • Easy to use and understand. © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Risk Register Updates • Add the probability of each risk occurring and its impact to the register • Document results of quantitative risk analysis in the risk register © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Plan Risk Responses • Strategies for Responding to Risks • Risk Register Updates Plan risk responses – “the process of developing options and actions to enhance opportunities and reduce threats to project objectives.” PMBOK® Guide © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Strategies for Responding to Risks • Project risk response strategy decisions must be made with a thorough understanding of the priorities key stakeholders have for cost, schedule, scope, and quality © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Common Project Risk Strategies © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Risk Register Updates • The project manager sees that the risk register is updated with the results of the response planning • For each risk the response strategy is noted • Assign a single person as the “owner” of each risk • Include any changes to the project schedule, budget, resource assignments and communications plan © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Summary • All projects have some risks • Risk planning should use an appropriate level of detail to plan for major risks • Risk planning begins with an understanding of project success • Risk management planning is part of the overall project management plan • Risk identification includes gathering information on potential risks © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Summary • Identified risks are documented in a risk register • Identified risks are next analyzed • Risk response planning involves determining how to respond to each of the major risks • Risk response strategies include avoid, transfer, mitigate, accept, research, and exploit © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Risk Management on a Satellite Development Project Systematically working with the risks of the project allowed us to prepare responses to the risks if and when they occurred. Planning Execution • Establish the process for dealing with risk and change • Day-long clinic • Criteria for evaluating probabilities of occurrence • Compared methods to industry standards • Integrated approach to identification, analysis, and response to risks • Using a risk management database tool to log each risk as a record in the database PM in Action Example Risk Management Worksheet PM in Action Example © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Risk Management on a Satellite Development Project Risk management reviews • Review logged risks, actions and impacts of risks • Review prioritized report of all project’s risks • Avenue to resolve high-priority risks of the project • Identification of potential risks for related projects PM in Action Example © 2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.