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Project Management Process

Source: PMBOK

Initiation

Planning

Execution

Controls

Closeout

Project Implementation

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Implementation Model
Step 1 Perform Tasks

Step 4 Update the Plan

Resolve Issues

Step 2 Track Progress

Step 3 Manage Change


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R o a d m a p t o P r o je c t M a n a g e m e n t S u c c e s s
S ta te m e n t o f W o rk F o rm P r o je c t Tea m
P u rp o s e P r o je c t B a c k g ro u n d P r o j e c t D e l iv e r a b l e s S

W o rk B re a k d o w n S tr u c tu re

R e s p o n s ib ility M a trix
R A S R A

N e tw o rk

G a n tt

P e rfo rm Tasks
ME
ET

R e s o u rc e P la n

B udget

T IM E

PLAN
O
PRO JE CT
N
O K EBO T
P e rfo rm Tasks

IN

GS

C onduct C lo s e - O u t M e e tin g

L E A D E R S H IP

S h a re Lessons L e a rn e d

E v a lu a t e Success

IM

SO LES EOS CL

UT

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AR NED

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C O M M U N I C A T IO N

Tra c k P ro g re s s

U p d a te P la n

R e s o lv e Is s u e s

M anage C hange

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Collect Project Data


Team Member Status Reports

Team Member Status Review Meetings

Project Manager

Automated Information Systems

Supplier Status Reports/ Meetings

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Reporting Activity Progress


Estimate

to complete (ETC)

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Percent Completion Reporting


Period 1 2 3 4 5 6 7 8

Planned

20

40

60

90

100

Actual

20

40

60

90

94

96

97

97.5

Everything looks fine until you reach 90%!


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Reporting Project Progress


Progress

review meeting Project reports

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Project Progress Data


Audience Level of Detail Presented Senior management Project sponsor Customer Program manager Summary data: Summary activities Decision matrix Major risks Serious Issues

Project manager Team members Cross-functional groups

Detail data: All activities Detail Gantt charts All milestones All risks and issues

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Project Progress Review Meetings


Review of action items from last meeting Update on activities and schedule Problem identification and corrective action planned Review of issues (closed, open, new) Change request status Risk status Plan for next period

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P P A

r o j e c t T i t l e P r o je c t T i t l e

P P R R OO J J E E C C T T P P R R OO GG R R E E S S S S D a t e S u b m it t e d
D R R e e a p p t e o o r t r t S P P u b e m i t t e d r i o d e r i o d

R R E E P P OO R R T T

r o j e c t M a n a g e r : P r o je c t M a n a g e r : u A u S u

t h o r i z a t i o n R e f e r e n c e ( P u r c h a s e C O o n d t re a r c, t . . C. ) h a r g e r : N u m b e r u t h o r i z a t i o n R e f e r e n c e ( P u r c h a s e C O o n d t re a r c, t . . C. ) h a r g e r : N u m b e r m m m m a a r y o f P r o g r e s s D u r in g P e r i o d r y o f P r o g r e s s D u r in g P e r i o d

O O

p p

e e

n n

I s s u e s : I s s u e s :

R R

e e

s p o n s ib il i t y : s p o n s ib i l i t y :

C C

o o

m m

p p

l e le

t i o n D a t e : t i o n D a t e :

R R

e e

p p

o o

r t s / C o r r e s p o n d e n c e I s s u e d D u r in g P e r i o d : r t s / C o r r e s p o n d e n c e I s s u e d D u r i n g P e r i o d :

M M

e e

e e

t i n g s A t t e n d e d D u r i n g P e r io d : t i n g s A t t e n d e d D u r i n g P e r i o d :

W W

o o

r k P la n n e d f o r N e x t P e r i o d : r k P la n n e d f o r N e x t P e r i o d :

B B P P

u u

d d

g g

e e

t t

A p p r o v e d B u d g E e xt p e n d e d D u r i n g x P p e e r ni o d d e d E t oR D ma t a e i n i n g e a t E n d o f P e r io d A p p r o v e d B u d g E e xt p e n d e d D u r i n g x P p e e r ni o d d e d E t oR D ma t a e i n i n g e a t E n d o f P e r i o d t a t u s S t a t u s P P r o j e c t D i r e c t o r r o j e c t D i r e c t o r

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r o j e c t M a n a g e r r o je c t M a n a g e r

R o a d m a p t o P r o je c t M a n a g e m e n t S u c c e s s
S ta te m e n t o f W o rk F o rm P r o je c t Tea m
P u rp o s e P r o je c t B a c k g ro u n d P r o j e c t D e l iv e r a b l e s S

W o rk B re a k d o w n S tr u c tu re

R e s p o n s ib ility M a trix
R A S R A

N e tw o rk

G a n tt

R e s o u rc e P la n

B udget

T IM E

PLAN
O K EBO OT

ME
ET
IN

T ra c k P ro g re s s

PRO JE CT

P e rfo rm Tasks

GS

C onduct C lo s e - O u t M e e tin g

L E A D E R S H IP

S h a re Lessons L e a rn e d

E v a lu a t e Success

IM

SO LES EOS CL

UT

LE

AR NED

LE P

RE

EN

PO

RT S

C O M M U N I C A T IO N

Tra c k P ro g re s s

U p d a te P la n

R e s o lv e Is s u e s

M anage C hange

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Project Tracking and Control


Step 1 Perform Tasks

Step 4 Update the Plan

Resolve Issues

Step 2 Track Progress

Step 3 Manage Change


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Compare Progress to Plan


Quality

reviews Gantt schedule performance charts Cost performance charts Earned value techniques

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Quality Reviews
Product

design Specifications Manuals Parts Computer program code

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Schedule Performance Charts


Gantt

charts Cost Performance

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Gantt Chart

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Cost Performance
Week 1 2 3 4 5 6 7 8 9 10
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Planned Value $3,000 $6,000 $18,000 $30,000 $44,000 $54,000 $64,000 $80,000 $83,000 $89,000

Actual Costs $8,000 $16,000 $30,000 $48,000 $66,000

Cost Performance Chart


$100 $90

Total Costs (X1000)

$80 $70 $60 $50 $40 $30 $20 $10 $0


PV AC 1 3 8 2 6 16 3 18 30 4 30 48 5 44 66 6 54 7 64 8 80 9 83 10 89

Weeks

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R o a d m a p t o P r o je c t M a n a g e m e n t S u c c e s s
S ta te m e n t o f W o rk F o rm P r o je c t Tea m
P u rp o s e P r o je c t B a c k g ro u n d P r o j e c t D e l iv e r a b l e s S

W o rk B re a k d o w n S tr u c tu re

R e s p o n s ib ility M a trix
R A S R A

N e tw o rk

G a n tt

R e s o u rc e P la n

B udget

T IM E

PLAN
O
PRO JE CT
N
O K EBO T

ME
ET
IN
P e rfo rm Tasks

GS

C onduct C lo s e - O u t M e e tin g

L E A D E R S H IP

S h a re Lessons L e a rn e d

E v a lu a t e Success

UT

IM

LE

AR NED

LE P

RE

EN

PO

RT S

C O M M U N I C A T IO N

M anage C hange

SO LES EOS CL

Tra c k P ro g re s s

U p d a te P la n

R e s o lv e Is s u e s

M anage C hange

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Managing Project Change


Step 1 Perform Tasks

Step 4 Update the Plan

Resolve Issues

Step 2 Track Progress

Step 3 Manage Change


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Categories of Change
Customer
Typically

requested
the largest source of change

All

others
Changes

Internal

company requests Government regulation Team members

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Customer submits a formal change request

Change Request Form

Analyze the request for changes to:

Project Plan

Project team analyzes the request.

SCOPE COST SCHEDULE QUALITY

Change Request Process


Change Request Form

Approved?

No

Notify customer of review results

Yes Update the project plan to reflect change in scope, cost, schedule and requirements.

Project Plan

Incorporate change as requested.

Change Request Form

Formal plan for controllin g change.

Project Plan
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Update the plan and close the change request

Addressing Project Changes


Call a team meeting. Explain what the change is. Obtain feedback from team members. Identify alternative corrective options. Prepare a decision matrix. Select a recommended option(s). Present information to upper management/customer. Implement the approved course of action.

Break Timer

R o a d m a p t o P r o je c t M a n a g e m e n t S u c c e s s
S ta te m e n t o f W o rk F o rm P r o je c t Tea m
P u rp o s e P r o je c t B a c k g ro u n d P r o j e c t D e l iv e r a b l e s S

W o rk B re a k d o w n S tr u c tu re

R e s p o n s ib ility M a trix
R A S R A

N e tw o rk

G a n tt

R e s o u rc e P la n

Budge 4-5-1t

T IM E

PLAN
O
PRO JE CT
N
O K EBO T

ME
ET

C onduct C lo s e - O u t M e e tin g

L E A D E R S H IP C O M M U N I C A T IO N

R e s o lv e Is s u e s
GS

P e rfo rm Tasks

IN

S h a re Lessons L e a rn e d

E v a lu a t e Success

IM

SO LES EOS CL

UT

LE

AR NED

LE P

RE

EN

PO

RT S

Tra c k P ro g re s s

U p d a te P la n

R e s o lv e Is s u e s

M anage C hange

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Issue Resolution
Disagreements
Documented Assigned Scheduled Tracked Escalated Resolved

that should be

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R o a d m a p t o P r o je c t M a n a g e m e n t S u c c e s s
S ta te m e n t o f W o rk F o rm P r o je c t Tea m
P u rp o s e P r o je c t B a c k g ro u n d P r o j e c t D e l iv e r a b l e s S

W o rk B re a k d o w n S tr u c tu re

R e s p o n s ib ility M a trix
R A S R A

N e tw o rk

G a n tt

R e s o u rc e P la n

Budge 4-6-1t

T IM E

PLAN
O
PRO JE CT
N
O K EBO T

ME
ET
IN

C onduct C lo s e - O u t M e e tin g

L E A D E R S H IP

U p d a te P la n

P e rfo rm Tasks

GS

S h a re Lessons L e a rn e d

E v a lu a t e Success

IM

SO LES EOS CL

UT

LE

AR NED

LE P

RE

EN

PO

RT S

C O M M U N I C A T IO N

Tra c k P ro g re s s

U p d a te P la n

M anage C hange

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Plan Updates
Step 1 Perform Tasks

Step 4 Update the Plan

Resolve Issues

Step 2 Track Progress

Step 3 Manage Change


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