astering IT Projects Course Description: Information Technology (IT) projects possess unique project management challenges. This course focuses on how you can best apply project management fundamentals to these projects through effective requirements definition and management, planning and scheduling, as well as ways to identify, analyze, and manage the risks associated with these projects. The course discusses techniques for determining resource requirements, ways to best work with vendors and contractors, and methods to track and control the project. It emphasizes what must be done to complete your IT projects on schedule, within budget, and according to performance specifications to ensure client satisfaction. In the challenging and ever changing IT environment, a disciplined project management approach is required. Project management is a formal discipline, increasingly recognized by more and more organizations, and is one of the fastest growing professions in today’s service, product development, and manufacturing industries. Project management is both an art and a science; an art because it requires skills, tact and finesse to manage people, and a science because it demands an in-depth knowledge of technical tools. Mastering IT Projects provides a structured approach to project management. This fourday course uses project management fundamentals and applies them as appropriate to IT projects. This course uses industry best practices to teach the latest tools and techniques. It covers the key concepts in managing a project from its initiation to final closeout, discussing the project management processes in an organized framework. The course is consistent with the knowledge areas of the Project Management Institutes’ Guide to the Project Management Body of Knowledge, 2000 Edition (known as the PMBOK® Guide). The course consists of thirteen units, which provide a comprehensive presentation of project management for IT projects. The thirteen units and their subtopics are as follows: Unit 1. Project Management Overview. Definitions. Project Management Applications. Why Firms Invest in IT. Motivation for IT Project Management. Project Management Advantages. History of Project Management. Triple Constraint. Knowledge Areas and Processes. Project Life Cycle. Stakeholders. Project Management Profession. Project Success. www.managementconcepts.com 1 Unit 2. Project Initiation. Initiation Process. Identifying Potential IT Projects. Requirements. Objectives. Requirements Analysis and Management. Requirements Specification. Requirements Traceability Matrix. Requirements Allocation. Project Charter. Unit 3. Methodologies and Models. A Systems View. Product and Project Life Cycles. SDLC Models. Unified Process. Development Technologies. IT PM Methodology. Unit 4. Planning, Scheduling, and Estimating. Planning Process. Importance of Planning. Scope Statement. Statements of Work, Planning. Work Breakdown Structure. Network Diagramming Methods. Schedule. Critical Path. PERT. Estimating Guidelines, Factors to Consider, Estimating Guidelines and Challenges. Methodologies. Cost Budgeting. Basic Principles of Cost Management. Unit 5. Effective IT Teams. Organizational Planning. Organizational Structures. Virtual Teams. Roles and Responsibilities. Responsibility Assignment Matrix. Managing IT Professionals. Team Development, Conflict Resolution. Professional Responsibility. Unit 6. Project Risk Management. Definitions of Risk. Risk Management Planning. Risk Identification. Qualitative and Quantitative Risk Analysis. Risk Response Strategies. Risk Monitoring and Control. Unit 7. Project Monitoring and Control. Baselines, Project Reporting. Project Reviews. Variances. Earned Value. Replanning. Change Control. Unit 8. Unique Challenges of Infrastructure Projects. Evolution of Computing Solutions. Mainframe Environment. Client/Server Systems. Network Protocols. Wireless Applications. Estimating Challenges. Netcentric Computing. Unit 9. Unique Challenges of E-Business Projects. Characteristics. E-Business and Traditional Projects. Project Management Concerns. Key Areas of Focus. Risk Factors. Role of the Customer. Hardware, Software, and Networks. System and Security. Advertising and Marketing. Operations and Maintenance. A Collaborative Approach. Tracking Issues. Closeout Concerns. Unit 10. Unique Challenges of Software Projects. Software Eras. Characteristics. Typical Management Problems. Developmental Concerns. Software Cost Estimating. Software Metrics. Software Quality Assurance Plan. SEI Models. Unit 11. Unique Challenges of Systems Integration Projects. Definition. Project Life Cycle. States of System Integration. Project Management for Systems Integration. Myths and Reality. Project Challenges. Architecture and Technology Strategy. Integration and Testing. Implementation Approaches. Monitoring and Control. Unit 12. Project Closeout. Closeout Objectives. Procedures. Responsibilities. Lessons Learned. Class participants will receive a copy of Kathy Schwalbe’s text, Information Technology Project Management, Second Edition. www.managementconcepts.com 2 Course Objectives: Objectives are to: apply project management concepts to IT projects; develop IT project plans; determine which methodologies will be the most successful for your environment, identify, assess, and manage risks; estimate IT projects using various techniques; work effectively with all project stakeholders; establish baselines and handle changes in project scope throughout the project life cycle; monitor and control project status; anticipate problems and implement contingency plans; and document lessons learned. Expectations of the Students: This is a four-day course of intensive study and no absences are permitted. There are three practice examinations, one covering each day, and a 50 question, multiple–choice final exam. Thirty-five questions must be answered correctly to pass the course. The course includes several group exercises, individual exercises, and facilitated discussions. It is expected that the students will participate fully in all the learning activities. Learning Outcomes: Upon successful completion of this course, students will be able to: Develop project plans Prepare a project charter Develop project Work Breakdown Structures Identify advantages and disadvantages of different systems development models Employ scheduling techniques Prepare a project schedule Identify the critical path Identify advantages and disadvantages of project organizational structures Recognize the roles and responsibilities of project stakeholders Manage project conflicts Use different estimating methodologies Identify, assess, and mitigate project risks Develop a risk management plan Establish baselines Manage changes to project scope throughout the project life cycle Use earned value techniques Monitor progress and update the project plan using multiple techniques Recognize the strengths and weaknesses of capability maturity models Establish software project metrics and a measurement program Explain the challenges associated with hardware, telecom, and systems integration projects Close a project and capture lessons learned www.managementconcepts.com 3 PMBOK® Areas: Project Integration Management Project Scope Management Project Time Management Project Cost Management Project Quality Management Project Human Resources Management Project Communications Management Project Risk Management Project Procurement Management Duration: 4 Days Day 1 Day 2 Day 3 Day 4 Unit Project Management Overview Project Initiation Methodologies and Models Project Planning, Scheduling and Estimating Effective IT Project Teams Project Risk Management Project Monitoring and Control Schwalbe Readings Chapter 1, pp. 37-47 pp. 85-98, Chapter 12 pp. 25-31, 48-51 pp. 62-68, 98-107, Chapter 5, pp. 158-170, Chapter 13 pp. 34-37, Chapter 8, pp. 280-291, pp. 403-410 Chapter 10 pp. 71-74, 107-109, 175-183, 272278, Chapter 15 Unique Challenges of Infrastructure Projects Unique Challenges of E-Business Projects Unique Challenges of Software pp. 217-220 Projects Unique Challenges of System Integration Projects Project Closeout pp. 279, 352, Chapter 16 www.managementconcepts.com 4 AGENDA DAY ONE – MORNING INTRODUCTION Objectives Introductions Course Plan PM OVERVIEW Objectives Definitions Project Management Applications Why Firms Invest in IT Motivation for IT Project Management History of Project Management Triple Constraint Project Management Knowledge Areas Project Management Processes Project Life Cycle Stakeholders Project Management Profession Project Success Group Activity: Project Management Issues PROJECT INITIATION Objectives Initiation Process Developing Requirements Establishing Objectives Requirements Analysis and Management Process Requirements Specification Requirements Traceability Matrix Requirements Allocation DAY ONE – AFTERNOON PROJECT INITIATION (Continued) Group Activity: Goodness of Requirements Project Charter Assigning the Project Manager Constraints and Assumptions Group Activity: Project Charter www.managementconcepts.com 5 METHODOLOGIES AND MODELS Objectives A Systems View of Project Management Product and Project Life Cycles SDLC Models Linear Sequential Prototyping Rapid Application Development Evolutionary Informal Methods Selecting a Model Unified Process Development Technologies IT PM Methodology Group Activity: Models and Methodologies DAY TWO -- MORNING Sample Test Questions from Day One and Review of the Day Two Agenda PROJECT PLANNING, SCHEDULING, AND ESTIMATING Objectives Planning Processes The Importance of Planning Contents of a Project Plan Scope Statement Statement of Work Work Breakdown Structure Control Account and Work Package Building a WBS WBS Guidelines WBS Dictionary Group Activity: WBS Case Study Project Network Diagram WBS and Network Schedules Diagramming and Scheduling Tools Arrow Diagramming Method Precedence Diagramming Method Individual Activity: Calculating the Critical Path Lead and Lag Times Precedence Relationships Imposed Dates Gantt Charts Milestones and Milestone Charts PERT www.managementconcepts.com 6 Calculating Duration with PERT PERT Advantages and Disadvantages DAY TWO – AFTERNOON PROJECT PLANNING, SCHEDULING, AND ESTIMATING (Continued) Group Activity: Network Diagram Case Study Challenges in IT Cost Estimating Estimating Guidelines Factors to Consider Estimating Pitfalls Types of Estimates Estimating Methodologies Cost Estimating Outputs Cost Budgeting Basic Principles of Cost Management Group Activity: Estimating Case Study EFFECTIVE IT PROJECT TEAMS Objectives Organizational Planning Organizational Structures Functional Projectized Matrix Virtual Teams Project Stakeholders Roles and Responsibilities Responsibility Assignment Matrix Managing IT Professionals Building a Winning Team Conflict Management Individual Activity: Conflict Management Conflict Resolution Professional Responsibility Group Activity: Conflict Management Case Study www.managementconcepts.com 7 DAY THREE – MORNING Sample Test Questions from Day Two and Review of the Day Three Agenda PROJECT RISK MANAGEMENT Objectives Risk Management Processes Risk and the Project Life Cycle Risk Management Planning Risk Identification Qualitative Risk Analysis Quantitative Risk Analysis Categories of Decision Making Group Activity: Expected Value Risk Impact Assessment Risk Quantification Guidelines Risk Prioritization Techniques Risk Response Planning House of Risk Management Risk Monitoring and Control Group Activity: Risk Management Case Study PROJECT MONITORING AND CONTROL Objectives Project Control Processes Baselines Project Reporting Project Reviews Variances Earned Value Individual Exercise: Calculating Planned and Earned Value Cost Variance Schedule Variance Performance Indicators Individual Activity: CPI and SPI Calculations DAY THREE – AFTERNOON PROJECT MONITORING AND CONTROL (Continued) Objectives Project Control Processes Baselines Project Reporting www.managementconcepts.com 8 Project Reviews Variances Earned Value Individual Exercise: Calculating Planned and Earned Value Cost Variance Schedule Variance Performance Indicators Individual Activity: CPI and SPI Calculations Other Earned Value Measures Earned Value and Progress Reporting Why Change Occurs Managing Change Integrated Change Control Process Change Control on IT Projects Replanning Group Activity: Monitoring and Control Case Study UNIQUE CHALLENGES OF INFRASTRUCTURE PROJECTS Objectives Evolution of Computing Solutions Changing Mainframe Environment Distributed Systems Client/Server Systems Advantages and Disadvantages Network Protocols Project Control Tools Estimating Challenges CPU Load Memory Estimates Response Time Netcentric Computing Framework and Architectures The Importance of Security Security Risk Assessment Convergence: Computing, Communications, Knowledge Group Activity: Infrastructure Case Study DAY FOUR – MORNING Sample Test Questions from Day Three and Review of the Day Four Agenda UNIQUE CHALLENGES OF E-BUSINESS PROJECTS Objectives Importance of E-Business Projects www.managementconcepts.com 9 E-Business Characteristics E-Business and Traditional Projects Strategies Project Management Concerns Intranet, Internet, Extranet Risk Factors The Role of the Customer E-Business Models Architecture Concerns and Process Hardware and Software Evaluations Application Frameworks System and Security Network Architecture Metrics Advertising and Marketing Operations and Maintenance A Collaborative Approach Tracking E-Business Projects Project Closeout Issues Group Activity: E-Business Case Study UNIQUE CHALLENGES OF SOFTWARE PROJECTS Objectives Software Eras Characteristics Key Project Differences Development Environment Challenges Impact of Poor Requirements Software Cost Estimating Lines of Code Function Points COCOMO Establishing Software Metrics Software Quality Assurance Plan Individual Activity: Metrics DAY FOUR -- AFTERNOON UNIQUE CHALLENGES OF SOFTWARE PROJECTS (Continued) Overview of the SEI Software Capability Maturity Model Key Process Areas Goals Common Features www.managementconcepts.com 10 Undertaking an SEI Assessment SEI Statistics and Status Strengths and Weaknesses People Capability Maturity Model Systems Acquisition Capability Maturity Model Systems Engineering Capability Maturity Model Integrated Capability Maturity Model UNIQUE CHALLENGES OF SYSTEM INTEGRATION PROJECTS Objectives Definition Systems Integration Project Life Cycle States of Systems Integration Project Management for Systems Integration Myths and Reality Risk Management Systems Integration Process Architecture Considerations System Sustaining Effort System Benefit Audit Differences in Systems Integration Project Management Project Planning Systems Design Acquisition and Development Integration and Testing Implementation Approaches Monitoring and Control Group Activity: Systems Integration Case Study PROJECT CLOSEOUT Objectives Contract Closeout Administrative Closure Closeout Objectives Stakeholders Involved Project Manager Responsibilities Guidelines for a Successful Closeout For Future Success EXAM AND EVALUATION www.managementconcepts.com 11