IFSM 438 Project Management "My grandfather once told me that there are two kinds of people: those who work and those who take the credit. He told me to try to be in the first group; there was less competition there." - Indira Gandhi (1917 - 1984) The Process Select CBTs to develop Form Teams Exchange contact information Exam Details (YMMV) Microsoft Office Specialist 1 Exam 21 Questions Live Application 60 Minutes About $60.00 Topics CBT projects MOUS Project 2002 Homework 1 page proposal of CBT Bring 2 printed copies Turn one in, keep other Project Management Process Groups Project 2003 Work Breakdown Assess Needs Analyze Learners Write Learning Objectives Select an Instructional Strategy Develop Materials Evaluate Objectives Define the Project Define scheduling properties. Set and modify Microsoft Project options. Define and Modify Tasks Define general working times. List the tasks in the project. Organize tasks. Schedule tasks. Add and organize task information. In Depth MOUS Project 2002 Objectives Specify and Assign Resources Specify resources for the project. Define working time and availability for resources. Assign resources to tasks. Track Progress Prepare to compare with later versions. Incorporate progress into the project. Check progress. Control progress. Objectives View and Report Project Status Select and modify views. Select and modify reports. View critical tasks. View allocation of resources. View project costs. Share project information with other applications. Publish project information to the Web. Objectives Manage Multiple Projects Work with master and subprojects. Work with a resource pool. Domino's Pizza Reevaluating "Right now, we're in the process of evaluating commercial off-the-shelf products to fulfill the needs that we have for our information technology systems. We should be done with the evaluation process and have a more firm direction ... toward the end of this month." The Appropriations Committee said it's opening a formal investigation into why the Virtual Case File project failed. Last month, a U.S. Department of Justice audit criticized the FBI's efforts to develop an investigative case management system to replace the antiquated system that was in place before the Sept. 11, 2001, terrorist attacks and that's still in use. The new software was commissioned from San Diego-based Science Applications International Corp. (SAIC) in 2001, but was delayed and not delivered until December 2004. Use at least 2 book for coverage Study Guides Sample Questions and Tests Use the real program! Case Study Case Study How to study for the Exam Domino's Pizza wanted to create a new pan pizza. This required an lot of change, analysis and data collection. What the heck does this have to do with Project Management? Living in Denial In January, the FBI acknowledged that it might not be able to salvage the Virtual Case File program. "The project that was presented to us from the contractor, SAIC, wasn't meeting the needs that we had set forth, so we needed to evaluate what they had given us, as far as user capability and usability," the official said. "We're doing a prototype test of the most recent [software] delivery ... right now in our New Orleans division and at headquarters. ... At the same time, we're evaluating off-the-shelf products to meet our standards and our requirements." SAIC spokesman Jared Adams argued that the FBI hasn't decided to kill off the Virtual Case File project and pointed to the ongoing tests as proof that a final decision hasn't yet been made. "When the tests are done at the end of March, I think then a decision will be made," he said. In the News It's official: FBI scraps $170M Virtual Case File project It will take more than 3 years to develop a new system MARCH 09, 2005 (COMPUTERWORLD) - The FBI has officially scrapped a troubled $170 million computer initiative designed to help its agents investigate terrorism. Although the fate of the Virtual Case File project had been in doubt for some time, FBI Director Robert was disappointed that we did not come through with Virtual Case File. But Mueller said he sees the decision as an opportunity to develop a more up-to-date system, using mostly off-the-shelf products, that will allow agents to share information more easily. Learning Lessons But the FBI official said the agency is incorporating lessons learned from the failed project and moving forward. "For instance, we've created an enterprise architecture system, so anytime we create a new program, or anytime we apply a commercial off-the-shelf program to our systems, it will ... meet all the standards for the overarching enterprise architecture," the official said. Mueller said the FBI will develop another plan for the software overhaul. He said the new project, which won't be called Virtual Case File, will be done in four phases and take approximately 39 months. He declined to estimate how much a new system would cost. Chapter 3 The Project Management Process Groups: A Case Study What Went Wrong? Philip A. Pell, PMP, commented on how the U.S. IRS needed to improve its project management process. “Pure and simple, good, methodology-centric, predictable, and repeatable project management is the SINGLE greatest factor in the success (or in this case failure) of any project…The project manager is ultimately responsible for the success or failure of the project.”* *Pell, Phillip A., Comments posted on CIO Magazine Web site on article “For the IRS, There’s No EZ Fix” (April 1, 2004). Relationships Among Process Groups and Knowledge Areas PM Process Groups Level of Activity and Overlap of Process Groups A process is a series of actions directed toward a particular result. Project management can be viewed as a number of interlinked processes. The project management process groups include: Initiating processes Planning processes Executing processes Monitoring and controlling processes Closing processes Media Snapshot Just as information technology projects need to follow the project management process groups, so do other projects, such as the production of a movie. Processes involved in making movies might include screenwriting (initiating), producing (planning), acting and directing (executing), editing (monitoring and controlling), and releasing the movie to theaters (closing). Many people enjoy watching the extra features on a DVD that describe how these processes lead to the creation of a movie…This acted “…not as promotional filler but as a serious and meticulously detailed examination of the entire filmmaking process.”* Project managers in any field know how important it is to follow a good process. Mapping the Process Groups to the Knowledge Areas You can map the main activities of each PM process group into the nine knowledge areas by using the PMBOK® Guide 2004. Note that there are activities from each knowledge area under the planning process group. All initiating activities are part of the project integration management knowledge area. *Jacks, Brian, “Lord of the Rings: The Two Towers Extended Edition (New Line),” Underground Online (accessed from www.ugo.com August 4, 2004). Relationships Among Process Groups and Knowledge Areas Developing an IT Project Management Methodology Just as projects are unique, so are approaches to project management. Many organizations develop their own project management methodologies, especially for IT projects. BlueCross BlueShield of Michigan used the PMBOK® Guide 2000 to develop their IT project management methodology. PMBOK® Guide 2004, p. 69 Six Sigma projects and the Rational Unified Process (RUP) framework use project management methodologies. What Went Right? Jordan Telecom (JT), Jordan’s only telecom operator, introduced new customized project management processes to improve efficiency and reduce costs in its Information Technology department…JT created three lines of processes based on the size of the project: high, medium, or low...Rula Ammuri, JT’s Chief Information Officer, believes this new methodology will result in a 4050 percent increase in productivity.* Case Study: JWD Consulting’s Project Management Intranet Site This case study provides an example of what’s involved in initiating, planning, executing, controlling, and closing an IT project. You can download templates for creating your own project management documents from the companion Web site for this text. This case study provides a big picture view of managing a project. Later chapters provide detailed information on each knowledge area. Project Initiation Initiating a project includes recognizing and starting a new project or project phase. Some organizations use a pre-initiation phase, while others include items such as developing a business case as part of the initiation. The main goal is to formally select and start off projects. Key outputs include: Assigning the project manager. Identifying key stakeholders. Completing a business case. Completing a project charter and getting signatures on it. Al-Tamimi, Fairooz, “Jordanian Company Uses PMI Methods to ‘Go Global’, Improve Productivity,” PMI Today (August 2004). Project Initiation Documents Business case: See pages 82-85. Charter: See pages 77-78. Every organization has its own variations of what documents are required to initiate a project. It’s important to identify the project need, stakeholders, and main goals. Project Planning JWD Consulting Intranet Site Project Baseline Gantt Chart The main purpose of project planning is to guide execution. Every knowledge area includes planning information (see Table 3-5 on pages 87-89). Key outputs included in the JWD project include: A team contract. A scope statement. A work breakdown structure (WBS). A project schedule, in the form of a Gantt chart with all dependencies and resources entered. A list of prioritized risks (part of a risk register). See sample documents on pages 90-98. List of Prioritized Risks Project Executing Project execution usually takes the most time and resources. Project managers must use their leadership skills to handle the many challenges that occur during project execution. Table 3-9 on page 99 lists the executing processes and outputs. Many project sponsors and customers focus on deliverables related to providing the products, services, or results desired from the project. A milestone report (see example on page 100) can keep the focus on completing major milestones. Part of Milestone Report Project Monitoring and Controlling Project Closing Involves measuring progress toward project objectives, monitoring deviation from the plan, and taking corrective action to match progress with the plan. Involves gaining stakeholder and customer acceptance of the final products and services. Even if projects are not completed, they should be formally closed in order to reflect on what can be learned to improve future projects. Outputs include project archives and lessons learned, which are part of organizational process assets. Most projects also include a final report and presentation to the sponsor or senior management. Affects all other process groups and occurs during all phases of the project life cycle. Outputs include performance reports, requested changes, and updates to various plans. Introduction Appendix A A Guide to using Microsoft Project 2003 • Microsoft Project is the clear market leader among desktop project management applications • According to the Gartner Group, it accounts for about two-thirds of all project management software sales • A survey of 1,000 project managers showed that Project was by far the most used computerized project management tool Chapter Summary The five project management process groups are initiating, planning, executing, monitoring and controlling, and closing. You can map the main activities of each process group to the nine knowledge areas. Some organizations develop their own information technology project management methodologies. The JWD Consulting case study provides an example of using the process groups and shows several important project documents. Users of Project • Even with its popularity, however, Project is not nearly as widespread in its use as products like Word or Excel • You must understand basic project management concepts before using any project management software • In 2002 Microsoft released a new version, which includes Project Standard and the Solution for Enterprise Project Management Microsoft Project Standard Figure A-1 Desktop application For individual business and project managers Most similar to Project 2000 Includes one Client Access License (CAL) Project Standard Microsoft Solution for Enterprise Project Management Project team members and executives use CALs to access project information Project managers use on their desktops, provides full functionality Project Professional Project Web Access Project Server Server software, central location for project-related information, comes with five CALs Microsoft SQL Server Required for enterprise project management functionality New Features of Project Enterprise Project Features • New interactive help tool called the Project Guide • Microsoft Office XP interface • Smart tags • Improved integration with Microsoft Excel and Outlook • Resource availability graphs • XML file format • Enterprise resource pool • Skill-based resource assignment and replacement • Improved e-mail notifications and Web-based timesheets and status reports • Document library using Microsoft SharePoint Team Services • Issue tracking database • Project portfolio views • Modeling and scenario analysis tools • Real-time reporting • Enterprise codes, custom fields, and templates • Project data security layer • Load balancing and clustering Advice on Using Appendix A • Appendix A is meant to be read and followed while using Project Standard 2003 • Your text should include a 120-day copy of Project Standard 2003 • Load the software and follow the steps in Appendix A to learn how to use this powerful software • Note: If you are using a different release, many functions will work the same, but screen shots will vary Next Time Start working on your CBT Have MS Project loaded on a laptop End of This Lesson