University of
Michigan Administrative Information Services
Project Management Methodology (PMM)
2/10/06
What is a Project?
“A Project is a temporary endeavor
undertaken to create a unique product or
service” - PMI (Project Management Institute) Body of Knowledge
(Every project has a definite beginning and a definite end.)
MAIS Project Management Methodology
What is Project Management?
• Application of knowledge, skills, tools and
techniques to project activities to meet project
requirements. - PMBOK (Project Management Body of Knowledge)
MAIS Project Management Methodology
Project Management Methodology
(PMM)
• Is a detailed definition of an organization’s approach to
managing the Project Life Cycle.
• Provides a reusable roadmap to managing and
executing projects.
• Provides tools for capturing, analyzing and improving
project work efforts.
• Provides a structured approach to creating and sharing
project information.
MAIS Project Management Methodology
Components of a Project
Deliverables
People
Schedule
Constraints & Risks
Budget
Communication
Metrics &
Measurements
MAIS Project Management Methodology
Managing Project Components
• People – Roles & Responsibilities
• Project Deliverables - Acceptance Criteria
• Schedule - Effort, Duration, and Staff Resources to produce
specific Project Deliverables
• Budget – Costs and Funding
• Assumptions & Constraints – Issues, Risks to
accomplishing objectives of project
• Metrics - Measure progress and success of producing project
deliverables within planned schedule and budget
• Communication – Information about Project.
MAIS Project Management Methodology
Development of MAIS
Project Management Methodology (PMM)
• A Best-Practices blend of:
 Existing EAS PMM Methodology


Proven during PS Upgrade.
Used with STAT, TAPI, and other projects.
 Industry-based PMM Methodologies


PMI (Project Management Institute) and the PMI PMBOK (Project
Management Body of Knowledge) model.
SEI (Software Engineering Institute) and the CMM-I (Capability
Maturity Model – Integration) model.
MAIS Project Management Methodology
Project Management Envelope
Post Project
Release/Rollout
Practice Moves
System Test
Development
Design
System Development Lifecycle
Rqmts/Analysis
Project Definition & Startup
Project Execution
Change Management
Infrastructure Project Management
Production Support Planning
MAIS Project Management Methodology
Refining Definition of
Project Deliverables and Outcomes
Project Definition
Project Execution
…
MAIS Project Management Methodology
Tools of Methodology
• Process Flows
• Approach Documents
• Templates and Instructions
MAIS Project Management Methodology
Why Use a Methodology?
• Provides a consistent approach to managing
projects.
• Provides a predictable roadmap for organizing
and storing information on projects.
• Provides a framework for continuous
improvement, enabling MAIS to analyze and
improve efficiencies of work efforts and
resource utilization.
MAIS Project Management Methodology
Project Management Methodology Scalability
Project Management Methodology is “scaled” according to
project size, complexity:
X-Small
(Petite)
Small
Medium
Large
Net Result: Not all MAIS Project Management Methodology
Deliverables are required all of the time!
It varies depending on Project Size!
MAIS Project Management Methodology
Next Steps
• Detailed Look at Key Deliverables of MAIS
Project Management Methodology
MAIS Project Management Methodology
Questions?
MAIS Project Management Methodology
Project Definition & Startup Phase
Post Project
Release/Rollout
Practice Moves
System Test
Development
Design
System Development Lifecycle
Rqmts/Analysis
Project Definition & Startup
Project Execution
Change Management
Infrastructure Project Management
Production Support Planning
MAIS Project Management Methodology
Project Definition Phase - Overview
• Continues the refinement of initial Proposal deliverables
into “working” deliverables.
• Sets in motion the operational framework of the project.
• Builds the integrated, deliverables-based project
schedule and plans needed to execute the project on a
day-to-day basis.
• Establishes the internal procedures, responsibilities,
and activities needed to complete the project.
MAIS Project Management Methodology
Project Definition Phase Deliverables
• Charge/Scope Document
• Schedule
• Budget
• Issues Log
• Risks Log
• Change Control/Scope Log
• Roles & Responsibilities
• Communication Plan
• Deliverables Log
MAIS Project Management Methodology
Project Execution Phase
Post Project
Release/Rollout
Practice Moves
System Test
Development
Design
System Development Lifecycle
Rqmts/Analysis
Project Definition & Startup
Project Execution
Change Management
Infrastructure Project Management
Production Support Planning
MAIS Project Management Methodology
Project Execution Phase - Overview
• Project Manager, Administrator, Lead(s), Team,
and others execute the Plans developed in
Definition phase.
• Project Manager





Directs
Monitors
Adjusts
Reports
Controls
the activities executed as the project progresses.
MAIS Project Management Methodology
Project Execution Phase Deliverables
• Project Administration
 Meeting Agendas
 Meeting Minutes
• Project Reporting





PlanView Time Reporting
Budget to Actual Reports
Project Status
Score Card
Lessons Learned
MAIS Project Management Methodology
Project Execution Phase Deliverables Cont’d
• Project Control
 Issues Log
 Risks Log
 Change/Scope Control Log
• Project Health Check
 Health Check Approach
 Health Check Plan
 Health Check Questionnaire
MAIS Project Management Methodology
Post Project Phase
Post Project
Release/Rollout
Practice Moves
System Test
Development
Design
System Development Lifecycle
Rqmts/Analysis
Project Definition & Startup
Project Execution
Change Management
Infrastructure Project Management
Production Support Planning
MAIS Project Management Methodology
Post Project Phase - Overview
• Discontinues activities of the project in an orderly,
controlled manner that includes a review of the project
processes and outcomes.
• Project Manager






Formally acknowledges project conclusion with Sponsor.
Closes any outstanding contracts.
Resolves any outstanding issues.
Participates in a Post Project Health Check.
Reviews and summarizes Lessons Learned.
Ensures all relevant Project Deliverables are archived.
MAIS Project Management Methodology
Post Project Phase Deliverables
• Project Conclusion/Acknowledgement
• Post Project Health Check
 Post Project Health Check Plan
 Post Project Health Check Questionnaire
• Lessons Learned Summary
• Post Project Checklist
MAIS Project Management Methodology
Methodology Web Page
• A Look at the available resources
MAIS Project Management Methodology
Next Steps
• A closer look at Project Management
Methodology phases & deliverables and a brief
overview of the System Development Lifecycle
(SDLC), Performance Support Methodology,
and Infrastructure Project Management.
MAIS Project Management Methodology
Questions?
MAIS Project Management Methodology
Project Definition & Startup Phase
M 1000A - PM Approach Document(s)
Project Proposal Documents from Step 1010
Start
Review and
Update PM
Approach
Document
Set Up
Project
Document
Repositories
M 1000A - PM
Approach
Document
(Updated)
Project
Document
Repository
- Establish Initial PM Control Logs and metrics
- Create & Update Project Charge Document
- Create list of all Project Deliverables and Acceptance Criteria
- Define and Baseline Detailed Project Plan/Schedule
- Refine Project Budget
- Define Roles & Responsibilities and Training Requirements
- Create Project Communications Plan
End
M101 - Project Charge
M102 - Project Plan/Schedule (Planview)
M103 - Project Budget
M104 - Issues Log
M105 - Risks Log
M106 - Change/Scope Control Log
M107 - Roles/ Responsibilities and Training Requirements
M108 - Project Communication Plan
M110 - Log of Project Deliverables
M111 - Project Kickoff Meeting Agenda
MAIS Project Management Methodology
Project Execution Phase
1210
Project
Administration
1220
Project
Reporting
1230
Project Control
Management
1300
Project Health
Checks
Start
End
2000 - 7000
SDLC
Performance
Support
Methodology
Infrastructure
Project
Management
MAIS Project Management Methodology
Project Administration Sub Phase
Conduct Project
Review Meetings
Conduct Project
Working Team
Meetings
Meeting Agenda
(Del #131)
Meeting Minutes
(Del #132)
End
Start
Update and
Maintain Project
Schedule
Review Lessons
Learned
Project Plan/
Schedule
(Del #102)
(maintained)
Lessons
Learned
(Del #137)
(updated)
MAIS Project Management Methodology
Project Reporting Sub Phase
Maintain Project
Score Card
Create Weekly and
Monthly Status
Reports
Start
Project Score Card
(Del #136)
M133 - Project Budget to Actual Report
M134 - Project Variance Report (from Planview)
M135 - Project Status Reports
End
Report Time
Project Plan/Schedule
(Del #102)
(updated-time reported)
Capture Lessons
Learned
Lessons Learned
(Del #137)
(LN DB)
MAIS Project Management Methodology
Project Control Management Sub Phase
INPUT
M 1000A PM Approach Document
Issues
Management
Start
Risk
Management
End
Change/Scope
Impact
Management
MAIS Project Management Methodology
Project Control Management Sub Phase
cont’d
Issues Management Process
Project Issue
Log
(Del #104)
Yes
Update
Issue Log
(open/
deferred)
Start
No
Review Open/
Deferred Issues
(Update Status if
necessary)
Does Issue
introduce
Risk?
Risk
Management
End
Yes
Change/Scope
Management
Yes
No
YES Refine Definition
New
of New Issues
Issues?
(including rough
Cost/Impact)
Accept
new Issue?
Issue Needs
Project Change?
(per thresholds)
No
No
Address Issue
as action item
Update
Issue Log
(rejected)
MAIS Project Management Methodology
Project Control Management Sub Phase
cont’d
Risk Management Process
Project Risk Log
(Del #105)
Input
Start
Review Open/
Deferred Risks
(Update Status if
necessary)
Update Risk Log
(accepted/
deferred)
NO
Refine Definition
of New Risks
(including
rough
New Risks?
Cost/Impact/
Probability)
Yes
Develop and
Review
Risk Mitigation
Plan
Change/Scope
Management
Yes
End
New Risk
Impacts Project?
(per thresholds)
No
Update Risk Log
(Rejected)
MAIS Project Management Methodology
Project Control Management Sub Phase
cont’d
Project Change
Control/Scope
Management Log
(Del #106)
Change Control/Scope Management Process
Input
Update
Change
Control/Scope
Management
Log
Start
No
Review Open/
Deferred
Changes
(Update Status
if necessary)
Yes
New
Changes?
Yes
Refine Definition
of New Changes
(including rough
Cost/Impact)
(Open/defered)
Assign
Resources to
Accomplish
Change
Order
Update
Project Plan/
Schedule
Add New
Risk to
Risk Log
Risk
Management
Yes
Accept New
Changes?
No
New Risks
Introduced?
Update
Change Control/
Scope Management
Log
(rejected)
End
No
MAIS Project Management Methodology
Project Health Check Sub Phase
INPUT
M 1400A Project
Health Check
Approach
Document
Start
Review Project
Health Check
Approach
Document
Complete the
Project
Health Check
Plan
Train &
Prepare
Project Team
for Project
Health Check
Administer
Project Health
Check
Questionnaire
Examine
Project
Artifacts
Conduct
Interviews
Analyze
Information
and Develop
Correction
Action Plans
Project Health
Check
Questionnaire &
Report
(Del #142)
Project Health
Check Plan
(Del #141)
End
Prepare &
Publish Final
Findings
Conduct
Management
Review
Meeting
Prepare &
Review
Draft
Findings
MAIS Project Management Methodology
System Development Lifecycle (SDLC)
The progressive phases of work to develop
and deliver the unique product of a project.
Rollout
Practice Moves
System Test
Development
Design
Rqmts/Analysis
System Development Lifecycle
MAIS Project Management Methodology
MAIS Performance Support Methodology
Relationship Between MAIS PMM, SDLC, & Performance Support Methodologies & Phases
MAIS
PMM
MAIS
SDLC
Project Management Methodology
Rqmts/
Analysis
Design
Develop/
Unit Test
System
Test
Practice
Moves
Release/
Rollout
Assessment
MAIS
Performance
Support
Phases
Design
Development
Delivery
Stabilization
MAIS Project Management Methodology
Infrastructure Project Management
•
Environment Preparation is executed throughout the project, preparing
and configuring the needed environment(s) for each SDLC phase.
•
Planning Items:




User Technical & Functional Support Requirements.
Approach to environment procurement, configuration, delivery, and support.
Timeline.
System Architecture Diagrams.
MAIS Project Management Methodology
Post Project Phase
Inputs
End
Post-Project Checklist (Del # 192)
Lessons Learned LN DB (Del #137)
Post-Project
Checklist
(Del #192)
(completed)
Project
Document
Repositories
Start
Complete
Post-Project
Checklist
Capture final PM
Info Issue, Risks,
Change/Scope
Management,
Lessons Learned,
Score Card
Project
Document
Repositories
1400
Project Health
Check
(for Post Project)
Review/
Evaluate Final
Lessons
Learned
Lessons Learned
Summary
(Del #191)
Final Project
Summary
Meeting
Close
Contracts
(if needed)
Project
Conclusion
Acknowledgement
(Del. #190)
Close Project
Plan/Schedule
Close Out &
Archive Project
Repositories
Archived
Project
Document
Repositories
MAIS Project Management Methodology
Project Management Methodology
Questions?
MAIS Project Management Methodology