Session 304 HRMS Project Development:  From Storyboard Concept to Production David R. Boxler Project Director  WorkStrategy
Introduction
<ul><ul><li>Imagineering Techniques </li></ul></ul><ul><ul><ul><li>Develop and Present Creative Ideas  </li></ul></ul></ul...
<ul><ul><li>Session Overview </li></ul></ul><ul><ul><ul><li>Presentation is in a Storybook Format  </li></ul></ul></ul><ul...
Session Take Aways <ul><ul><li>Project Development should be rapid, predictable and cost-effective </li></ul></ul><ul><ul>...
Project Management Evolution <ul><ul><li>Current </li></ul></ul><ul><ul><ul><li>Project Lifecycle is measured in weeks rat...
Project Framework and Tools   <ul><li>Application Development </li></ul><ul><ul><li>Project Manager </li></ul></ul><ul><ul...
15 Management Tools  Blend ‘Best Practices’ Old and New <ul><li>Setting Expectations </li></ul><ul><ul><ul><li>Enthusiasm ...
Four Major Divisions of a Project   <ul><li>Project Organization, Confirmed Scope, Focused Client, Prepared Consulting Tea...
Initial Planning – Division # 1 <ul><li>Project Organization and Vision </li></ul><ul><ul><li>JAD Sessions </li></ul></ul>...
Organizational Framework Retained <ul><ul><li>Project Champion </li></ul></ul><ul><ul><li>Project Sponsor </li></ul></ul><...
Baseline (Tool # 1 ) <ul><li>Functional Requirements </li></ul><ul><ul><li>Grab the attention of “would-be” supporters </l...
Risk/Cost Analysis <ul><li>Environmental Factors (Tool # 2 ) </li></ul><ul><ul><ul><li>Corporate or  Organizational </li><...
Scope and Prototyping – Division # 2 <ul><li>Budgets </li></ul><ul><ul><li>Budget to Actual </li></ul></ul><ul><li>Project...
Budgetary Coordination <ul><ul><li>Excel spreadsheets identify staff hours/cost  (Tool # 4 ) </li></ul></ul><ul><ul><li>Ch...
Timelines <ul><ul><li>Milestone Listing  (Tool # 5) </li></ul></ul><ul><ul><li>Flexible Project Plans (Tool # 6 ) </li></u...
Scope Document   <ul><li>Presets customer expectations  (Tool # 8 ) </li></ul><ul><li>‘ Scope Creep ’ will happen </li></u...
Quick Prototyping <ul><ul><li>Compresses execution timeframe and feedback exponentially </li></ul></ul><ul><ul><ul><li>Hun...
Implementation – Division # 3 <ul><li>Testing </li></ul><ul><ul><li>Unit </li></ul></ul><ul><ul><li>System </li></ul></ul>...
Implementation <ul><ul><li>Customize to satisfy requirements within constraints of the software tools </li></ul></ul><ul><...
Communication <ul><li>Written  </li></ul><ul><ul><ul><li>Up and across several levels of the organization </li></ul></ul><...
Work-in-progress Meetings <ul><ul><li>15 minute meetings (Powerful tool) </li></ul></ul><ul><ul><ul><li>Use an egg timer <...
New Technology Tools <ul><ul><ul><li>Develop an abbreviated Business Plan to quantify savings </li></ul></ul></ul><ul><ul>...
Management Coordination <ul><ul><li>Key Date Matrix  (Tool # 12 ) </li></ul></ul><ul><ul><li>Daily Report (Tool # 13 ) </l...
Transition Plan – Division # 4 <ul><li>Hand-over  to Production </li></ul><ul><li>Client Feedback </li></ul><ul><li>Post P...
Client Feedback <ul><ul><li>Performance review (Tool # 15 ) </li></ul></ul>
Summary <ul><ul><li>Optimistically sell your project, believe in your project and own your project .  </li></ul></ul>
Summary (continued) <ul><ul><li>As the project manager, open your toolbox and determine the right combination of tools to ...
Summary  (continued) <ul><ul><li>In the event problems arise, deliver the message expeditiously to the client.  </li></ul>...
Conclusion <ul><ul><li>Know  yourself,  know  your team,  know  your client,  know  your subject matter…do you have your t...
Questions & Discussion Performance Review Key Date Matrix Agenda Milestone  Listing Weekly Client Timesheets Budgets Scope...
HRMS Project Development:  From Storyboard Concept to Production IHRIM 2004
  IHRIM needs your feedback! Please complete a session evaluation for Session 304 HRMS Project Development:  From Storyboa...
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HRMS Project Development: From Storyboard Concept to Production

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HRMS Project Development: From Storyboard Concept to Production

  1. 1. Session 304 HRMS Project Development: From Storyboard Concept to Production David R. Boxler Project Director WorkStrategy
  2. 2. Introduction
  3. 3. <ul><ul><li>Imagineering Techniques </li></ul></ul><ul><ul><ul><li>Develop and Present Creative Ideas </li></ul></ul></ul><ul><ul><ul><li>Provide Continuous Goals </li></ul></ul></ul><ul><ul><ul><li>Staff visual of three goals </li></ul></ul></ul><ul><ul><ul><ul><ul><li>The one currently in work </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>The next one to work on </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>The one to be worked on after the second is complete </li></ul></ul></ul></ul></ul><ul><ul><ul><li>When one task is completed, a third goal is added to the end to insure creative juices continue to flow </li></ul></ul></ul>
  4. 4. <ul><ul><li>Session Overview </li></ul></ul><ul><ul><ul><li>Presentation is in a Storybook Format </li></ul></ul></ul><ul><ul><ul><li>Organized ‘Walking through a Project’ </li></ul></ul></ul><ul><ul><ul><li>Includes Numerous Case Studies </li></ul></ul></ul><ul><ul><ul><li>Retention by ‘Chunking’ Concepts </li></ul></ul></ul><ul><ul><ul><li>15 Management Tools Blend </li></ul></ul></ul><ul><ul><ul><li>‘Best Practices’ Old and New </li></ul></ul></ul><ul><ul><ul><li>Summary </li></ul></ul></ul><ul><ul><ul><li>Questions and Discussion </li></ul></ul></ul>
  5. 5. Session Take Aways <ul><ul><li>Project Development should be rapid, predictable and cost-effective </li></ul></ul><ul><ul><li>Project Communication Strategy is to reduce risks while setting expectations </li></ul></ul><ul><ul><li>Proven Methodology is best valued by case studies with: </li></ul></ul><ul><ul><ul><li>templates of Project Management Tools </li></ul></ul></ul><ul><ul><ul><li>‘Best Practices’ old and new </li></ul></ul></ul>
  6. 6. Project Management Evolution <ul><ul><li>Current </li></ul></ul><ul><ul><ul><li>Project Lifecycle is measured in weeks rather than months or years </li></ul></ul></ul><ul><ul><ul><li>Boardroom Buzz: Portals and Web based ESS/MSS </li></ul></ul></ul><ul><ul><ul><ul><li>‘ Think Strategic’ </li></ul></ul></ul></ul><ul><ul><ul><ul><li>E- Recruiting and e-Workforce Planning </li></ul></ul></ul></ul><ul><ul><ul><li>Prototyping </li></ul></ul></ul><ul><ul><ul><ul><li>‘ Knowledge Management’ </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Increased idea generation, reduced cycle time </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Progression of innovation and collaboration </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Integration is quicker and less costly </li></ul></ul></ul></ul>
  7. 7. Project Framework and Tools <ul><li>Application Development </li></ul><ul><ul><li>Project Manager </li></ul></ul><ul><ul><li>Database Administrator </li></ul></ul><ul><ul><li>Scope Document </li></ul></ul><ul><ul><li>Functional Requirements </li></ul></ul><ul><ul><li>Technical Specifications </li></ul></ul><ul><li>WEB Development </li></ul><ul><li>Producer </li></ul><ul><li>Information Architect </li></ul><ul><li>Creative Brief </li></ul><ul><li>Storyboard or </li></ul><ul><li>Branching Diagram </li></ul>
  8. 8. 15 Management Tools Blend ‘Best Practices’ Old and New <ul><li>Setting Expectations </li></ul><ul><ul><ul><li>Enthusiasm </li></ul></ul></ul><ul><ul><ul><li>Teamwork </li></ul></ul></ul><ul><ul><ul><li>Communication </li></ul></ul></ul><ul><ul><ul><li>Well Maintained Skill Set </li></ul></ul></ul><ul><ul><li>Selecting the right tool, in the right division </li></ul></ul><ul><ul><li>*** is essential *** </li></ul></ul>
  9. 9. Four Major Divisions of a Project <ul><li>Project Organization, Confirmed Scope, Focused Client, Prepared Consulting Team </li></ul>Initial Planning Tools 1-3 Scope and Prototyping Tools 3-8 Implement Tools 9-14 Transition Plan Tool 15 Discovery Assessment Implementation Project Management
  10. 10. Initial Planning – Division # 1 <ul><li>Project Organization and Vision </li></ul><ul><ul><li>JAD Sessions </li></ul></ul><ul><li>Functional Requirements </li></ul><ul><li>Technical Specifications </li></ul><ul><li>Resources </li></ul>Initial Planning
  11. 11. Organizational Framework Retained <ul><ul><li>Project Champion </li></ul></ul><ul><ul><li>Project Sponsor </li></ul></ul><ul><ul><li>Project Dynamics </li></ul></ul><ul><ul><ul><li>JAD Sessions </li></ul></ul></ul><ul><ul><ul><li>Politics </li></ul></ul></ul><ul><ul><ul><li>Optimistic Schedules </li></ul></ul></ul>
  12. 12. Baseline (Tool # 1 ) <ul><li>Functional Requirements </li></ul><ul><ul><li>Grab the attention of “would-be” supporters </li></ul></ul><ul><ul><li>Detail user requirements </li></ul></ul><ul><ul><li>Insert WEB / Net functionality </li></ul></ul><ul><li>Technical Specifications </li></ul><ul><ul><li>Detail platform </li></ul></ul><ul><ul><li>Detail interfaces </li></ul></ul><ul><ul><li>Detail transition and recovery plans </li></ul></ul><ul><ul><li>Detail customizations </li></ul></ul>
  13. 13. Risk/Cost Analysis <ul><li>Environmental Factors (Tool # 2 ) </li></ul><ul><ul><ul><li>Corporate or Organizational </li></ul></ul></ul><ul><li>Operational Constraints </li></ul><ul><li>Cost Estimates </li></ul><ul><ul><ul><li>Fixed or Fee for Service </li></ul></ul></ul><ul><li>Shared Responsibilities (Tool # 3 ) </li></ul><ul><li>Phased Approach </li></ul>
  14. 14. Scope and Prototyping – Division # 2 <ul><li>Budgets </li></ul><ul><ul><li>Budget to Actual </li></ul></ul><ul><li>Project Plan </li></ul><ul><ul><li>Milestones </li></ul></ul><ul><ul><li>Timelines </li></ul></ul><ul><li>Work Plan </li></ul><ul><ul><li>Constraints </li></ul></ul><ul><ul><li>Environmental Factors </li></ul></ul>Scope and Prototype
  15. 15. Budgetary Coordination <ul><ul><li>Excel spreadsheets identify staff hours/cost (Tool # 4 ) </li></ul></ul><ul><ul><li>Charge back Expense to project </li></ul></ul><ul><ul><li>Periodic Report to Management </li></ul></ul><ul><ul><li>Budgetary Estimates by Phases </li></ul></ul>
  16. 16. Timelines <ul><ul><li>Milestone Listing (Tool # 5) </li></ul></ul><ul><ul><li>Flexible Project Plans (Tool # 6 ) </li></ul></ul><ul><ul><ul><li>Any item 3 weeks hence is a promise </li></ul></ul></ul><ul><ul><ul><li>Updated every week on the same day </li></ul></ul></ul><ul><ul><li>Work Plans (Tool # 7 ) </li></ul></ul><ul><ul><ul><ul><li>(De-composition) </li></ul></ul></ul></ul><ul><ul><ul><ul><li>No more than 4 to 8 hours per task </li></ul></ul></ul></ul>
  17. 17. Scope Document <ul><li>Presets customer expectations (Tool # 8 ) </li></ul><ul><li>‘ Scope Creep ’ will happen </li></ul><ul><ul><ul><li>reduced by a phased approach </li></ul></ul></ul><ul><ul><ul><li>recognize early </li></ul></ul></ul><ul><ul><ul><li>consider few to none as project nears completion </li></ul></ul></ul><ul><ul><ul><li>avoid rippling effect to staffing, analysis, coding, testing, user acceptance, documentation and training </li></ul></ul></ul>
  18. 18. Quick Prototyping <ul><ul><li>Compresses execution timeframe and feedback exponentially </li></ul></ul><ul><ul><ul><li>Hundreds of time faster than specification-obsessed method </li></ul></ul></ul><ul><ul><ul><li>Squeezes hot air and pessimists out of the process </li></ul></ul></ul><ul><ul><ul><li>Encourages teamwork </li></ul></ul></ul><ul><ul><ul><li>Demonstrates early, tangible results </li></ul></ul></ul><ul><ul><li>Documentation </li></ul></ul><ul><ul><ul><li>Feedback – Changes – Go Again </li></ul></ul></ul>
  19. 19. Implementation – Division # 3 <ul><li>Testing </li></ul><ul><ul><li>Unit </li></ul></ul><ul><ul><li>System </li></ul></ul><ul><ul><li>Quality Assurance </li></ul></ul><ul><ul><li>User Acceptance </li></ul></ul><ul><li>Communications </li></ul><ul><li>Monitoring </li></ul>Implement
  20. 20. Implementation <ul><ul><li>Customize to satisfy requirements within constraints of the software tools </li></ul></ul><ul><ul><li>Interfaces (Danger, Danger) </li></ul></ul><ul><ul><ul><li>(Tool # 9 ) </li></ul></ul></ul><ul><ul><li>Unit, System, User Testing </li></ul></ul><ul><ul><ul><li>Include the pessimists within the testing process with other known supporters </li></ul></ul></ul>
  21. 21. Communication <ul><li>Written </li></ul><ul><ul><ul><li>Up and across several levels of the organization </li></ul></ul></ul><ul><ul><ul><li>Agenda (Tool # 10 ) </li></ul></ul></ul><ul><ul><ul><ul><ul><li>Skeleton of project plan </li></ul></ul></ul></ul></ul><ul><ul><ul><li>Meeting Minutes (Tool # 11 ) </li></ul></ul></ul><ul><ul><ul><ul><ul><li>Project status – stoplight indicator </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Peer review of draft prior to release </li></ul></ul></ul></ul></ul>
  22. 22. Work-in-progress Meetings <ul><ul><li>15 minute meetings (Powerful tool) </li></ul></ul><ul><ul><ul><li>Use an egg timer </li></ul></ul></ul><ul><ul><ul><li>Surfaces what’s going on </li></ul></ul></ul><ul><ul><ul><li>Disposes issues lightning fast </li></ul></ul></ul><ul><ul><ul><li>Have the meetings religiously </li></ul></ul></ul>
  23. 23. New Technology Tools <ul><ul><ul><li>Develop an abbreviated Business Plan to quantify savings </li></ul></ul></ul><ul><ul><ul><li>Email Meeting Minutes/Plan Updates </li></ul></ul></ul><ul><ul><ul><li>M/S Outlook for scheduling meetings </li></ul></ul></ul><ul><ul><ul><li>VISIO Graphics for documenting workflow, system design and interfaces </li></ul></ul></ul>
  24. 24. Management Coordination <ul><ul><li>Key Date Matrix (Tool # 12 ) </li></ul></ul><ul><ul><li>Daily Report (Tool # 13 ) </li></ul></ul><ul><ul><li>Weekly Client Timesheet listing activities </li></ul></ul><ul><ul><ul><li>(Tool # 14 ) </li></ul></ul></ul>
  25. 25. Transition Plan – Division # 4 <ul><li>Hand-over to Production </li></ul><ul><li>Client Feedback </li></ul><ul><li>Post Project Review </li></ul>Transition Plan
  26. 26. Client Feedback <ul><ul><li>Performance review (Tool # 15 ) </li></ul></ul>
  27. 27. Summary <ul><ul><li>Optimistically sell your project, believe in your project and own your project . </li></ul></ul>
  28. 28. Summary (continued) <ul><ul><li>As the project manager, open your toolbox and determine the right combination of tools to delineate what you need from the client and what the client can expect from you. </li></ul></ul>
  29. 29. Summary (continued) <ul><ul><li>In the event problems arise, deliver the message expeditiously to the client. </li></ul></ul><ul><ul><li>Remember, bad news delivered earlier in a project has lesser impact than the same bad news delivered late. </li></ul></ul><ul><ul><li>Rejoice in the courage for action and deal with it! </li></ul></ul>
  30. 30. Conclusion <ul><ul><li>Know yourself, know your team, know your client, know your subject matter…do you have your tools? </li></ul></ul><ul><ul><li>Now you’re equipped to share the working know ledge of a successful HRMS project! </li></ul></ul>
  31. 31. Questions & Discussion Performance Review Key Date Matrix Agenda Milestone Listing Weekly Client Timesheets Budgets Scope Document Shared Responsibilities Daily Report Interfaces Work Plans Risk Analysis Meeting Minutes Project Plan Requirements
  32. 32. HRMS Project Development: From Storyboard Concept to Production IHRIM 2004
  33. 33. IHRIM needs your feedback! Please complete a session evaluation for Session 304 HRMS Project Development: From Storyboard Concept to Production David R. Boxler Project Director WorkStrategy 410.715.1020 [email_address]

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