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Created by ejlp12@gmail.com, June 2010<br />1-2-3 – Introduction<br />Project Management Training <br />
PMI & PMP<br />The Project Management Institute (PMI) is project management professional association with over 500,000 mem...
The Project Management Framework<br />Chapter 1 –Introduction <br />Chapter 2 –Project Life Cycle and Organization<br />Ch...
References for PMP Study <br />This course is using following resources as references:<br />A Guide to The Project Managem...
1 – INTRODUCTION<br />
PMBOK Guide<br />Is a standard (formal document that describes established norms, methods, processes and practices)<br />G...
Advantages of Using Formal Project Management<br />Better control of financial, physical, and human resources<br />Improve...
What is Project?<br />A Project is a temporary endeavor undertaken to create a unique, product, service, or result.<br />T...
Project Attributes<br /> A project: <br />Has a unique purpose <br />Is temporary<br />Is developed using progressive elab...
Project vs. Operational Work<br />
What is Project Management?<br />The application of knowledge, skills, tools and technique to project activities to meet p...
Managing Project<br />The Project Manager is the person responsible for accomplishing the project objectives.<br />Managin...
Project Constraints<br />Every project is constrained in different ways by its:<br />Scope <br />Schedule/Time<br />Cost/B...
Projects and Strategic Planning<br />Projects are means of <br />Achieving organization’s strategic plan.<br />Organizing ...
Strategic opportunity/business need
Customer request
Technological advancement
Legal requirements
Ecological Impacts
Social need </li></li></ul><li>Project Management Framework<br />
Project Management Knowledge Areas<br />Four core knowledge areas lead to specific project objectives. <br />Project scope...
Project Management Knowledge Areas<br />Four facilitating knowledge areas are the means through which the project objectiv...
Project Success<br />There are different ways to define project success:<br />The project met scope, time, and cost goals....
Relationships Among Project Management, Program Management and Portfolio Management<br />Project Management<br />Program M...
What is a Program?<br />A program is:<br />“a group of related projects managed in a coordinated way to obtain benefits an...
Portfolios and Portfolio Management<br />A portfolio is a collection of projects or programs and other work that are group...
Comparative Overview<br />
Project Management Compared to Project Portfolio Management<br />
Projects and Strategic Planning<br />Projects are means of organizing activities that cannot be addressed within the organ...
Subprojects<br />Projects are frequently divided into more manageable components or subprojects.<br />Subproject are often...
PMO<br />A department that centralizes the management of projects. A PMO usually takes one of three roles:<br />Project Su...
Primary Function of PMO<br />A Primary function of PMO is to support project managers in a variety of ways which may inclu...
Project Management Office (PMO) – Cont’d<br />Home for project managers: Maintain a centralized office from which project ...
Role of a Project Manager<br />The Project Manager is the person responsible for accomplishing the project objectives.<br ...
Project Expediter and Coordinator<br />Project manager’s role can very limited  <br />Project Expediter  <br />acts primar...
Stakeholders<br />Stakeholders are persons or organizations who are actively involved in the project or whose interests ma...
Stakeholders<br />Some examples of project stakeholders<br />
Enterprise Environmental Factors<br />Refer to both internal & external environmental factors that surround or influence a...
Government or industry standards
Infrastructure
Existing human resources
Personnel administration
Company work authorization systems
Marketplace conditions
Stakeholder risk tolerances
Political climate
Organization’s established communications channels
Commercial databases
Project management information</li></li></ul><li>2 – Project Life Cycle and organization<br />
The Project Life Cycle<br />The project life cycle is the agglomeration of all phases in the project <br /> All projects a...
Characteristics of Project Life Cycle<br /><ul><li>Cost and staffing levels are low at the start, peak as the work is carr...
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PMP Training - 01 introduction to framework

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  1. 1. Created by ejlp12@gmail.com, June 2010<br />1-2-3 – Introduction<br />Project Management Training <br />
  2. 2. PMI & PMP<br />The Project Management Institute (PMI) is project management professional association with over 500,000 member. Established in 1969 and located in US.<br />Project Management Professional (PMP) credential recognizes demonstrated knowledge and skill in leading and directing project teams and in delivering project results within the constraints of schedule, budget and resources.<br />PMI, PMBOK, PMP are registered marks of Project Management Institute, Inc.<br />
  3. 3. The Project Management Framework<br />Chapter 1 –Introduction <br />Chapter 2 –Project Life Cycle and Organization<br />Chapter 3 – Project Management Process for a Project<br />
  4. 4. References for PMP Study <br />This course is using following resources as references:<br />A Guide to The Project Management Body of Knowledge (PMBOK Guide)Fourth Edition© 2008 PMI<br />PMP Exam Prep, Rita’s Course in a Book for passing the PMP ExamSixth Edition© 2009 Rita Mulcahy, PMP<br />
  5. 5. 1 – INTRODUCTION<br />
  6. 6. PMBOK Guide<br />Is a standard (formal document that describes established norms, methods, processes and practices)<br />Guidelines for managing individual projects<br />A good practices which are applicable to most project most of the time<br />A common vocabulary within project management profession<br />A foundational project management reference<br />PMI Code of Ethics and Professional Conduct is also requirement for PMP certification<br />
  7. 7. Advantages of Using Formal Project Management<br />Better control of financial, physical, and human resources<br />Improved customer relations  Improved customer relations<br />Shorter development times<br />Lower costs<br />Higher quality and increased reliability<br />Higher profit margins<br />Improved productivity<br />Improved productivity<br />Better internal coordination<br />Higher worker morale (less stress)<br />
  8. 8. What is Project?<br />A Project is a temporary endeavor undertaken to create a unique, product, service, or result.<br />Temporary = a definite beginning and end.<br />Repetitive elements may be present but has fundamental uniqueness<br />Is progressively elaborated.<br />Distinguishing characteristics of each unique project will be progressively detailed as the project is better understood.<br />
  9. 9. Project Attributes<br /> A project: <br />Has a unique purpose <br />Is temporary<br />Is developed using progressive elaboration<br />Requires resources, often from various areas<br />Should have a primary customer or sponsor<br />The project sponsor usually provides the direction and funding for the project<br />Involves uncertainty<br />
  10. 10. Project vs. Operational Work<br />
  11. 11. What is Project Management?<br />The application of knowledge, skills, tools and technique to project activities to meet project requirements<br />Project Management is accomplished through the application and integration of the processes which are grouped in the 5 process groups:<br />Initiating <br />Planning <br />Executing<br />Monitoring and Controlling <br />Closing<br />Due to the nature of change, managing project is iterative and goes through progressive elaboration throughout the project’s lifecycle<br />
  12. 12. Managing Project<br />The Project Manager is the person responsible for accomplishing the project objectives.<br />Managing a project includes:<br />Identifying requirements.<br />Establishing clear and achievable objectives.<br />Balancing the competing demands of quality, scope, time and cost.<br />Adapting the specifications, plans, and approach to the different concerns and expectations of the various stakeholders.<br />Progressive Elaboration -- definitionContinuously improving and detailing a plan as more detailed and specific information and more accurate estimates become available as the project progresses, and thereby producing more accurate and complete plans that result from the successive iterations of the planning process. <br />
  13. 13. Project Constraints<br />Every project is constrained in different ways by its:<br />Scope <br />Schedule/Time<br />Cost/Budget<br />Quality<br />Resources<br />Risk<br />If any one factor changes, at least one other factor is likely to be affected.<br />It is the project manager’s duty to balance these competing constraints. <br />COST/RESOURCES<br />SCHEDULE/TIME<br />The Triple Constraint<br />or<br />The Trade-off Triangle<br />SCOPE/QUALITY<br />
  14. 14. Projects and Strategic Planning<br />Projects are means of <br />Achieving organization’s strategic plan.<br />Organizing activities that cannot be addressed within the organizations normal operational limits. <br />Projects are typically authorized as a result of one or more of the following strategic considerations:<br /><ul><li>Market demand
  15. 15. Strategic opportunity/business need
  16. 16. Customer request
  17. 17. Technological advancement
  18. 18. Legal requirements
  19. 19. Ecological Impacts
  20. 20. Social need </li></li></ul><li>Project Management Framework<br />
  21. 21. Project Management Knowledge Areas<br />Four core knowledge areas lead to specific project objectives. <br />Project scope management involves defining and managing all the work required to complete the project successfully.<br />Project time management includes estimating how long it will take to complete the work, developing an acceptable project schedule, and ensuring timely completion of the project.<br />Project cost management consists of preparing and managing the budget for the project.<br />Project quality management ensures that the project will satisfy the stated or implied needs for which it was undertaken.<br />
  22. 22. Project Management Knowledge Areas<br />Four facilitating knowledge areas are the means through which the project objectives are achieved. <br />Project human resource management is concerned with making effective use of the people involved with the project.<br />Project communications management involves generating, collecting, disseminating, and storing project information.<br />Project risk management includes identifying, analyzing, and responding to risks related to the project.<br />Project procurement management involves acquiring or procuring goods and services for a project from outside the performing organization. <br /><ul><li>One knowledge area (project integration management) affects and is affected by all of the other knowledge areas.</li></li></ul><li>Project Management Tools and Techniques<br />Project management tools and techniques assist project managers and their teams in various aspects of project management.<br />Note that a tool or technique is more than just a software package.<br />Specific tools and techniques include:<br />Project charters, scope statements, and WBS (scope)<br />Gantt charts, network diagrams, critical path analyses (time)<br />Net present value, cost estimates, and earned value management (cost)<br />
  23. 23. Project Success<br />There are different ways to define project success:<br />The project met scope, time, and cost goals.<br />The project satisfied the customer/sponsor.<br /> The project produced the desired results.<br />
  24. 24. Relationships Among Project Management, Program Management and Portfolio Management<br />Project Management<br />Program Management<br />Portfolio Management<br />Project Management Office<br />PMO<br />
  25. 25. What is a Program?<br />A program is:<br />“a group of related projects managed in a coordinated way to obtain benefits and control not available from managing them individually.”<br />A program manager provides leadership and direction for the project managers heading the projects within the program.<br />ADVANTAGES<br />Decreased risk<br />Economies of Scale<br />
  26. 26. Portfolios and Portfolio Management<br />A portfolio is a collection of projects or programs and other work that are grouped together to facilitate effective management of that work to meet strategic business objectives.<br />Portfolio managers help their organizations <br />make wise investment decisions<br />by helping to select and analyze projects from a strategic perspective<br />
  27. 27. Comparative Overview<br />
  28. 28. Project Management Compared to Project Portfolio Management<br />
  29. 29. Projects and Strategic Planning<br />Projects are means of organizing activities that cannot be addressed within the organizations normal operational limits.<br />Projects are typically authorized as a result of one or more of the following strategic considerations:<br />A Market Demand & Organizational Need<br />A Customer Request<br />A Technological Advancement<br />A Legal Requirement<br />
  30. 30. Subprojects<br />Projects are frequently divided into more manageable components or subprojects.<br />Subproject are often contracted to an external enterprise or to another functional unit in the performing organization.<br />Subprojects can be referred to as projects and managed as such<br />
  31. 31. PMO<br />A department that centralizes the management of projects. A PMO usually takes one of three roles:<br />Project Support: Provide project management guidance to project managers in business units.<br />Project Management Process/Methodology: Develop and implement a consistent and standardized process.<br />Training: Conduct training programs or collect requirements for an outside company<br />
  32. 32. Primary Function of PMO<br />A Primary function of PMO is to support project managers in a variety of ways which may include, but are not limited to:<br />Managing shared resources across all the projects administered by the PMO<br />Identifying and developing project management methodology, practices & standards<br />Coaching, mentoring , training and oversight <br />Monitoring compliance with project management standard policies, procedures , and templates via project audits .<br />Developing and managing project policies, procedures, templates, and other shared documentation ( organizational process assets); and <br />Co coordinating communication across projects <br />
  33. 33. Project Management Office (PMO) – Cont’d<br />Home for project managers: Maintain a centralized office from which project managers are loaned out to work on projects.<br />Internal consulting and mentoring: Advise employees about best practices.<br />Project management software tools: Select and maintain project management tools for use by employees.<br />Portfolio management: Establish a staff of program managers who can manage multiple projects that are related, such as infrastructure technologies, desktop applications and so on, and allocate resources accordingly.<br />
  34. 34. Role of a Project Manager<br />The Project Manager is the person responsible for accomplishing the project objectives.<br />Project managers strive to meet the triple constraint by balancing project scope, time, and cost goals<br />Depending on the organization structure , a project manager may report to functional manager.<br />In other cases project manager may be one of the several project managers who report to a portfolio or program manager that is ultimately responsible for enterprise wide projects . In this type of structure, the project manager works closely with the portfolio or program manager to achieve the project objectives<br />
  35. 35. Project Expediter and Coordinator<br />Project manager’s role can very limited <br />Project Expediter <br />acts primarily as a staff assistant<br />as communications coordinator. <br />cannot personally make or enforce decisions. <br />Project Coordinator <br />has some power to make decisions<br />Has some authority<br />reports to a higher-level manager<br />
  36. 36. Stakeholders<br />Stakeholders are persons or organizations who are actively involved in the project or whose interests may positively or negatively affected by the performance or completion of the project.<br />Stakeholders have varying levels of responsibility and authority and can change over the project life cycle<br />Project management team must continuously identify both external and internal stakeholders<br />Project manager must manage the influence of various stakeholders in relation to the requirements and balance stakeholders’ interest<br />
  37. 37. Stakeholders<br />Some examples of project stakeholders<br />
  38. 38. Enterprise Environmental Factors<br />Refer to both internal & external environmental factors that surround or influence a project’s success<br />As an input in almost all project management process<br />May enhance or constrain project management options<br />May have positive or negative influence on the outcome<br />Examples:<br /><ul><li>Organizational culture, structure, and processes
  39. 39. Government or industry standards
  40. 40. Infrastructure
  41. 41. Existing human resources
  42. 42. Personnel administration
  43. 43. Company work authorization systems
  44. 44. Marketplace conditions
  45. 45. Stakeholder risk tolerances
  46. 46. Political climate
  47. 47. Organization’s established communications channels
  48. 48. Commercial databases
  49. 49. Project management information</li></li></ul><li>2 – Project Life Cycle and organization<br />
  50. 50. The Project Life Cycle<br />The project life cycle is the agglomeration of all phases in the project <br /> All projects are divided into phases, and all projects, large or small, have a similar life cycle structure.: Starting the project , organizing and preparing , carrying out the project work and closing the project<br />At a minimum, project will have a beginning or initiation phase, an intermediate phase or phases, and an ending phase.<br />Each phase has a defined endpoint<br />
  51. 51. Characteristics of Project Life Cycle<br /><ul><li>Cost and staffing levels are low at the start, peak as the work is carried out, and drop rapidly as the project draws to a close.
  52. 52. Stakeholder influences, risk, and uncertainty, are greatest at the start of the project. These factors decrease over the life of the project.
  53. 53. Ability to influence the final characteristics of the project’s product, without significantly impacting cost, is highest at the start of the project and decreases as the project progresses towards completion. …or…The cost of changes and correcting errors typically increases substantially as the project approaches completion. </li></li></ul><li>Project Phases and the Project Life Cycle<br />A project life cycle is a collection of project phases that defines:<br />What work will be performed in each phase<br />What deliverables will be produced and when<br />Who is involved in each phase <br />How management will control and approve work produced in each phase<br />A deliverable is a product or service produced or provided as part of a project<br />
  54. 54. Handoffs<br />Project phases evolve through the life cycle in a series of phases sequences called handoffs, or technical transfers. The end of one phase sequence typically marks the beginning of the next.<br />
  55. 55. Phase-to-Phase Relationships <br />There are three basic types of phase–to–phase relationships :<br />A Sequential relationship : where a phase can only start once the previous phase is complete <br />An Overlapping relationship : where the phase starts prior to completion of the previous one (Fast tracking). Overlapping phase may increase risk and can result in rework .<br />An Iterative relationship : where only one phase is planned at any given time and the planning for the next is carried out as work progresses on the current phase and deliverables <br />
  56. 56. Organizational Influences<br />Some organizational aspects that influence how project are performed:<br />Culture and style (Cultural norms)<br />Organizational structure<br />Degree of project management maturity<br />Project management systems<br />
  57. 57. Types of Organizational Structures (1)<br />Functional<br />Organization is grouped by areas of specialization<br />Project generally occur within a single department<br />Projectized<br />Entire company is organized by projects<br />Personnel are assigned and report to a project manager<br />
  58. 58. Types of Organizational Structures (2)<br />Weak Matrix<br />Power rest with the functional manager<br />Power of project manager = coordinator or expediter <br />Balanced Matrix<br />Power is shared between the project manager and the functional manager<br />
  59. 59. Types of Organizational Structures (3)<br />Strong Matrix<br />Power rest with the project manager<br />Composite<br />
  60. 60. Organizational Structure<br />Influences of organizational structure on projects<br />
  61. 61. Organizational Structure<br />
  62. 62. Organizational Process Assets<br />Processes & Procedures<br />Organizational standard processes such as standards, policies<br />Standardized guidelines, work instruction, proposal evaluation criteria, and performance measurement criteria<br />Templates <br />Financial control procedures<br />Procedures for prioritizing, approving, and issuing work authorization<br />Etc.<br />Corporate Knowledge Base<br />Process measurement databases<br />Project files<br />Historical information & lesson learned knowledge bases<br />Issue and defect management databases<br />Configuration management knowledge bases<br />Financial databases<br />Etc.<br />
  63. 63. 3 – Project Management Process<br />
  64. 64. Project Management Process<br />Monitoring &<br />Controlling Processes<br />Two categories of project process:<br />Product-oriented process  should be considered in project but not explained in PMBOK<br />Project management process<br />Planning<br />Processes<br />Enter phase/<br />Start project<br />Exit phase/<br />End project<br />Initiating<br />Processes<br />Closing<br />Processes<br />Executing<br />Processes<br />Project<br />Boundaries<br />
  65. 65. Process Interaction<br />Project management processes are represented as discrete elements with well-defined interface<br />In practice, they overlap and interact<br />I<br />P<br />E<br />C<br />M&C<br />
  66. 66. Process Groups & Knowledge Areas Mapping<br />
  67. 67. Next topic: Project Integration Management<br />Thank You<br />
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