Name of Project
Student Name
Independent Research Project
Project Overview
Milestone
Description
Date
• Project scope
• Project management
approach (AGILE,
waterfall, etc)
• Major milestones
• Major deliverables
• Major risks
• How could the project
portfolio process be
improved?
Strategic Alignment
Example below
• Describe which tools / processes
were used and why
– Strategic management process
– Project portfolio management
• Financial criteria
• Non-financial criteria
• Project screening matrix
–
–
–
–
–
Major project proposal form
Risk analysis form
Project screening process
Priority analysis form
Project priority matrix
• Did the needs / market analysis /
business case identify all the
project deliverables that the
project eventually produced?
• How could the project portfolio
process be improved?
Requirements Management
Requirement Information
I
D
Requireme
nt
Prior
ity
Cate
gory
Sour
ce
Relationship Traceability
Rel
ate Manif
s to ests in
Obj WBS
ecti Delive Verific Validat
ve
rable
ation
ion
• Requirements management
approach
• Requirements prioritization
process
• Product metrics
– Cost
– Quality
– Performance
• How accurate were the
requirements?
• How could the
requirements management
process have been
improved?
Scope Management
• Insert WBS (Tree format)
New Software Project
1.1 Design Phase
1.1.1 First Design Phase
1.2 Programming Phase
1.1.2 Second Design
Phase
1.1.1.1 Design Task #1
1.1.2.1 Design Task
#3
1.1.1.2 Design Task #2
1.1.2.2 Design Task
#4
1.3 Testing Phase
1.2.1 Programming
Task #1
1.3.1 Testing Task
#1
1.2.2 Programming
Task #2
1.3.2 Testing Task
#2
1.3.3 Testing Task
#3
• Scope management
approach
• Roles and responsibilities
• Scope definition
• Project scope statement
• Scope verification
• Scope control
• How could the scope
management process
have been improved?
Risk Management
•
Insert completed risk severity matrix
Probability
Very High
High
Probable
Low
Very Low
Threats
Very Low Low
Moderate High
Very High
Discuss which tools used and why
• Risk event graph (p 198)
• Risk management process (p 199)
• Risk breakdown structure (p 200)
• Defined conditions for impact scales (p 203)
• Risk assessment form (p 203)
• Risk severity matrix (p 204)
• Risk response matrix (p 209)
• Change control process (p 216)
• Sample change request (p 217)
• PERT (p 227)
• Quantitative risk analysis
• Qualitative risk analysis
• SWOT
• Risk probability and impact assessment
Schedule
Insert your project schedule
Duration Start
6 wks Mon 7/28/03
1st Half 2nd Half 1st Half 2nd Half 1st Half 2nd Half 1st Half 2nd Half
Finish Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4
Fri 9/5/03
ID
1
Task Name
A Build Candidate List
2
B Define Criteria for Selection
3 wks Mon 7/28/03
Fri 8/15/03
3
C Screen Candidates
50 wks
Mon 9/8/03
Fri 8/20/04
4
D Interview Candidates
30 wks
Mon 9/8/03
Fri 4/2/04
5
E Reference Checks
25 wks Mon 8/18/03
Fri 2/6/04
6
F Compile Information
35 wks Mon 8/23/04
Fri 4/22/05
7
G Distribtute Information
3 wks Mon 4/25/05
Fri 5/13/05
8
H Conduct Selection Process
3 wks Mon 5/16/05
Fri 6/3/05
9
10
–
–
–
–
activity sequences
Durations
resource requirements
schedule constraints
• What changes were made
to the original baseline?
11
12
13
14
15
– How did this affect the
project and what did you
do to resolve?
16
17
18
19
20
21
22
23
24
• Discuss the approach /
process of analyzing:
1 day Mon 7/28/03 Mon 7/28/03
Cost Management
Month
Planned Value Actual Cost Earned Value
Dec-13
1271250 1271250
1017000
Jan-14
Feb-14
Mar-14
Apr-14
May-14
Jun-14
Jul-14
Aug-14
Sep-14
Oct-14
Nov-14
total budget
Month Cum PV Cum AC Cum EV
Dec-13 $1,271,250 $1,271,250 $1,017,000
Jan-14
Feb-14
Mar-14
Apr-14
May-14
Jun-14
Jul-14
Aug-14
Sep-14
Oct-14
Nov-14
1271250
Cost Performance Baseline
Through Dec 2013
6000000
5000000
4000000
3000000
Cum PV
2000000
Cum AC
1000000
Cum EV
0
Discuss how project costs were
measured
• SV
• CV
• SPI
• CPI
• Cost variance response
process
• Reporting and variance
response process
• How could the estimating
process have been
improved?
Estimating
•
Insert high level budget
Major cost element:
Major cost element
Major cost element
Risk reserve
Total Project Cost
$xxx,xxx.xx
$xxx,xxx.xx
$xxx,xxx.xx
$xx,xxx.xx
$xxx,xxx.xx
Discuss which tools were used and why
• Top Down
–
–
–
–
–
•
Bottoms up
–
–
–
–
–
–
–
–
–
Management Reserve $x,xxx.xx
•
•
•
Consensus method (p 123)
Ratio method (p 124)
Apportion method (p 124)
Function point method (p 125)
Learning curves (p 126)
Template (p 127)
Parametric procedures (p 127)
Detailed estimates (p 127)
Expert judgement
Analogous estimating
Parametric estimating
Bottom up estimating
Three point estimates (PERT)
Reserve analysis
Phase estimating (p 128-129)
How accurate were the estimates?
How could the estimating process have been
improved?
Change Management
•
Insert change control process flow chart
(example below)
• Change management
approach
• Definitions of change
• Change Control Board
– Membership
– Roles / responsibilities
• Were changes frequent /
major (provide
examples)?
• How could the change
mangement process have
been improved?
Stakeholder Management
•
Insert power / interest grid
5
Discuss which tools were used and why
–
–
–
–
–
F
B
E
•
Power
A
C
•
D
1
Insert Engagement Grid
Stakeholder Engagement
– Discuss results
– Discuss key stakeholder concerns
– Discuss strategies for key stakeholders
5
Interest
•
Stakeholder Assessment
– Discuss results
– Discuss strategies for key stakeholders
G
1
Stakeholder analysis
Stakeholder register
Project charter
Power/Interest grid
Stakeholder analysis matrix
•
•
How effective were your strategies?
Were stakeholder roles and
responsibilities clearly delineated and
defined? If not, how could they have
been improved?
Communications Management
Communication
Type
Objective of Communication
Kickoff Meeting
Introduce the project team
and the project. Review
project objectives and
management approach.
Medium
Face to Face
Frequency
Once
Audience
Project
Sponsor
Project Team
Stakeholders
Owner
Project
Manager
Deliverable
Agenda
Meeting
Minutes
Discuss which tools used and why
• Communications requirements analysis
• Communications management plan
–
–
–
•
•
constraints
Stakeholder communications requirements
Communications methods and technologies used.
How effective were your communications?
How could the communications management process have been improved?
Communications Management
Priority
Definition
Decision Authority
Timeframe for Resolution
Priority 1
Priority 2
Priority 3
Priority 4
Communications Escalation Process
• How often and what types of issues were
escalated?
• How could the escalation process have
been improved?
Procurement Management
• Insert your project’s make or buy
analysis matrix
Discuss which tools used
and why
• Make or buy analysis
• Expert judgment
• Contract types
Quality Plan
•
Insert graph of the quality tool used
most often for quality metrics on this
project (below is an example)
Discuss which tools used and why
•
Cost benefit analysis
•
Cost of quality
•
Control charts
•
Benchmarking
•
Design of experiments
•
Statistical sampling
•
Flowcharting
•
Quality management plan
•
Quality metrics
•
Quality checklists
•
Quality audits
•
Cause and effect diagrams
•
Control charts
•
Histogram
•
Pareto chart
•
Run chart
•
Scatter diagram
•
Inspection
•
•
Was the customer / sponsor satisfied with the
deliverables?
Was the transition / implementation strategy accurate
and effective? If not, how could it have been improved?
Human Resource Plan
•
Insert your project team organization chart
Discuss which tools used and why
• Functional organization (p 59)
• Dedicated project team (p 61)
• Matrix organization (p 66)
• Key dimensions defining an organization’s
culture (p 73)
• Organizational culture diagnosis worksheet
(p 75)
•
Organization charts and position
descriptions
• Networking
• Human resource plan
• Responsibility assignment matrix
• Team building exercise
• Ground rules
• Co-location
• Recognition and awards
• Issue log
• Conflict management
Monitoring and Control
•
Insert your project’s earned value graph
• How accurate were your
original estimates of cost
and schedule?
• How could you have
improved estimating?
• Describe any early
warning signs of problems
that occurred
• Were constraints and
assumptions clear from
the beginning, could the
project charter / SOW
have been improved?
Lessons Learned
• Are you proud of our finished deliverables (project work products)? If yes,
what’s so good about them? If no, what’s wrong with them?
• What was the single most frustrating part of your project?
– How would you do things differently next time to avoid this frustration?
• What was the most gratifying or professionally satisfying part of the
project?
• Which of your methods or processes worked particularly well?
• Which of your methods or processes were difficult or frustrating to use?
• If you could wave a magic wand and change anything about the project,
what would you change?
• Did your stakeholders, senior managers, customers, and sponsor(s)
participate effectively? If not, how could you have improved their
participation?
Questions?