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Project Project Planning & Management for ISD and HPT Efforts

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Project Planning & Management - ISPI Spring Conference 2009 - Guy W Wallace, CPT

Project Planning & Management - ISPI Spring Conference 2009 - Guy W Wallace, CPT

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  • 1. Project Planning & Management of ISD and HPT Efforts Guy W. Wallace, CPT ISPI Spring Conference April 21, 2009 Orlando
  • 2. Session Objectives
    • Able to assess your situational context to establish your project planning needs and criteria
    • Able to develop a macro-planning framework for your situational context
    • Able to develop a micro-planning framework to fit your project staffing realities
    • Able to develop management strategies for project monitoring and troubleshooting
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando
  • 3. Why bother? - WIIF-Y/YE/YS *
    • Better Outputs
    • Faster Completion
    • Cheaper Effort
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando * What’s In It For – You/ Your Enterprise/ Your Stakeholders? But first… Also Known As: What’s In It For Me?
  • 4. Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Ready or Not!
  • 5. 1- Assessing Your Situation
    • Can you use a simple ADDIE -like macro framework?
    • Do you need to integrate with other work-streams in your efforts?
    • Do you need to do both?
    • Who needs to be included in the plan?
    • What would help you to communicate/ to help others translate?
    • What are other needs/criteria?
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando
    • Able to assess your situational context to establish your project planning needs and criteria…
  • 6. 1- Assessing Your Situation Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando My adaptation of ADDIE…
  • 7. 1- Assessing Your Situation Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Define Measure Analyze Improve Control Another common macro framework…
  • 8. 1- Assessing Your Situation Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Another common macro framework… From: http://www.adept-plm.com/npd_process.htm NPD – New Product Development
  • 9. 1- Assessing Your Situation Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Complex work-stream efforts model Is Your Situation this Complex? From: http://www.watsonwyatt.com/us/pubs/Insider/showarticle.asp?ArticleID=10556
  • 10. 1- Assessing Your Situation Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando
    • What do you have to tie into?
    • What would be “smart things” to do?
    • Borrow frameworks from elsewhere?
    • Borrow language/terms?
    • Borrow visuals/imagery?
    • What else should you/ could you borrow and adopt - and/or adapt?
  • 11. 1- Assessing Your Situation Exercise Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Use the exercise guidelines in your handout On your own—take 3 minutes to quickly answer the questions about your situational needs and criteria for your project/ effort planning...  
  • 12. Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Exercise Readouts and Debriefing
  • 13. 2- Developing a Macro-Framework
    • Developing a simple macro framework such as ADDIE or DAMAIC
    • Developing an integrated macro framework with “other work-streams”
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando
    • Able to develop a “macro” planning framework for your situational context
  • 14. 2- Developing a Macro-Framework
    • Adapt ADDIE – or some equivalent – or use what you’ve got!
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando From: The PACT Processes – covered in “lean-ISD” For example…my adaptation of ADDIE…
  • 15. 2- Developing a Macro-Framework
    • Developing an integrated “macro” framework with “other work-streams”
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando You may or may not need to think about… From: http://www.watsonwyatt.com/us/pubs/Insider/showarticle.asp?ArticleID=10556
  • 16. 2- Developing a Macro-Framework Exercise…
    • Draw your Macro Framework for simple efforts
    • Draw your Macro Framework – if needed – for complex, integrated efforts
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Use the exercise guidelines in your handout
  • 17. Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Exercise Readouts and Debriefing
  • 18. 3- Developing a Micro Framework
    • These are the framework/ patterns within the big blocks of your macro-framework
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando
    • Able to develop a micro planning framework to fit your project staffing realities
    Macro Micro
  • 19. 3- Developing a Micro Framework Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando This is my “micro” activity-set/ block/ framework A project/ effort is a chain of “Activity-sets” - in series - and/or in parallel…
  • 20. 3- Developing a Micro Framework Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando
    • Prep for it
    • Coordinate logistics for it
    • Conduct it
    • Document it
  • 21. 3- Developing a Micro Framework Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando GW DM GW GW 1 day .25 day 3 days 1.5 days GW DM 4.5 days .25 days 7 days Who – and how much touch time required – and how much time given to touch = cycle time.
  • 22. 3- Developing a Micro Framework Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando
  • 23. 3- Developing a Micro Framework Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando How would you need to adapt this “micro” framework? How many “players” are typical? How do you typically break-out the discreet tasks? Do you need to? Conduct it: Document it:
  • 24. 3- Developing a Micro Framework Exercise
    • Adapt the Activity Block Diagram to meet your needs and criteria.
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Use the exercise guidelines in your handout
  • 25. Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Exercise Readouts and Debriefing
  • 26. 4- Project Management Strategies
    • What would you need to monitor for – or to possibly troubleshoot?
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando
    • Able to develop management strategies for project monitoring and troubleshooting
  • 27. 4- Project Management Strategies
    • Monitoring via Statusing Reports and/or Meetings/ “Gate Reviews”?
    • Monitoring via Walking Around/ Talking with “project/ effort” participants and stakeholders?
    • Other approaches? How do you do this now?
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando
  • 28. 4- Project Management Strategies Exercise
    • What strategies and tactics would you apply – and why are they appropriate in your context?
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Use the exercise guidelines in your handout
  • 29. Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Exercise Readouts and Debriefing
  • 30. Free Resources in Cyberspace
    • At:
    • www.eppic.biz
    • See the Resource tab – many, many resources
    • At:
    • www.guywwallace.wikispaces
    • See the Free Books & Resources page – many, many resources
    • At:
    • www.Pursuingperformanceblog.blogspot.com
    • Search on: planning – many, many Posts
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Guy sharing…
  • 31. Thank You and Good Planning!
    • Please complete the session evaluations and leave them at the table by the door
    • Catch me in the hallways - or contact me later with any of your questions/ comments/ concerns…
    Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando [email_address] and/or [email_address] www.eppic.biz and/or www.pursuingperformanceblog.blogspot.com
  • 32. Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Have a Great Conference!

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