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Project Planning & Management of ISD and HPT Efforts Guy W. Wallace, CPT ISPI Spring Conference April 21, 2009  Orlando
Session Objectives <ul><li>Able to assess your situational context to establish your project planning needs and criteria <...
Why bother?  -  WIIF-Y/YE/YS * <ul><li>Better Outputs </li></ul><ul><li>Faster Completion </li></ul><ul><li>Cheaper Effort...
Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference  - Orlando    Ready or N...
1- Assessing Your Situation <ul><li>Can you use a simple ADDIE -like  macro framework? </li></ul><ul><li>Do you need to in...
1- Assessing Your Situation Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Confere...
1- Assessing Your Situation Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Confere...
1- Assessing Your Situation Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Confere...
1- Assessing Your Situation Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Confere...
1- Assessing Your Situation Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Confere...
1- Assessing Your Situation Exercise Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Sprin...
Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference  - Orlando    Exercise R...
2- Developing a Macro-Framework <ul><li>Developing a simple macro framework such as ADDIE or DAMAIC </li></ul><ul><li>Deve...
2- Developing a Macro-Framework <ul><li>Adapt ADDIE – or some equivalent – or use what you’ve got! </li></ul>Guy W. Wallac...
2- Developing a Macro-Framework <ul><li>Developing an integrated “macro” framework with “other work-streams” </li></ul>Guy...
2- Developing a  Macro-Framework Exercise… <ul><li>Draw your Macro Framework for simple efforts </li></ul><ul><li>Draw you...
Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference  - Orlando    Exercise R...
3- Developing a Micro Framework <ul><li>These are the framework/ patterns  within  the big blocks of your macro-framework ...
3- Developing a Micro Framework Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Con...
3- Developing a Micro Framework Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Con...
3- Developing a Micro Framework Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Con...
3- Developing a Micro Framework Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Con...
3- Developing a Micro Framework Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Con...
3- Developing a Micro  Framework Exercise <ul><li>Adapt the Activity Block Diagram to meet your needs and criteria. </li><...
Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference  - Orlando    Exercise R...
4- Project Management Strategies <ul><li>What would you need to monitor for – or to possibly troubleshoot?  </li></ul>Guy ...
4- Project Management Strategies <ul><li>Monitoring via Statusing Reports and/or Meetings/ “Gate Reviews”? </li></ul><ul><...
4- Project Management  Strategies Exercise <ul><li>What strategies and tactics would you apply – and why are they appropri...
Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference  - Orlando    Exercise R...
Free Resources in Cyberspace <ul><li>At:  </li></ul><ul><li>www.eppic.biz   </li></ul><ul><li>See the Resource tab –  many...
Thank You  and  Good Planning! <ul><li>Please complete the  session evaluations  and leave them at the table by the door <...
Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference  - Orlando    Have a Gre...
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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

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Transcript of "Project Project Planning & Management for ISD and HPT Efforts"

  1. 1. Project Planning & Management of ISD and HPT Efforts Guy W. Wallace, CPT ISPI Spring Conference April 21, 2009 Orlando
  2. 2. Session Objectives <ul><li>Able to assess your situational context to establish your project planning needs and criteria </li></ul><ul><li>Able to develop a macro-planning framework for your situational context </li></ul><ul><li>Able to develop a micro-planning framework to fit your project staffing realities </li></ul><ul><li>Able to develop management strategies for project monitoring and troubleshooting </li></ul>Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando
  3. 3. Why bother? - WIIF-Y/YE/YS * <ul><li>Better Outputs </li></ul><ul><li>Faster Completion </li></ul><ul><li>Cheaper Effort </li></ul>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. 4. Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Ready or Not!
  5. 5. 1- Assessing Your Situation <ul><li>Can you use a simple ADDIE -like macro framework? </li></ul><ul><li>Do you need to integrate with other work-streams in your efforts? </li></ul><ul><li>Do you need to do both? </li></ul><ul><li>Who needs to be included in the plan? </li></ul><ul><li>What would help you to communicate/ to help others translate? </li></ul><ul><li>What are other needs/criteria? </li></ul>Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando <ul><li>Able to assess your situational context to establish your project planning needs and criteria… </li></ul>
  6. 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. 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. 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. 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. 10. 1- Assessing Your Situation Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando <ul><li>What do you have to tie into? </li></ul><ul><li>What would be “smart things” to do? </li></ul><ul><li>Borrow frameworks from elsewhere? </li></ul><ul><li>Borrow language/terms? </li></ul><ul><li>Borrow visuals/imagery? </li></ul><ul><li>What else should you/ could you borrow and adopt - and/or adapt? </li></ul>
  11. 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. 12. Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Exercise Readouts and Debriefing
  13. 13. 2- Developing a Macro-Framework <ul><li>Developing a simple macro framework such as ADDIE or DAMAIC </li></ul><ul><li>Developing an integrated macro framework with “other work-streams” </li></ul>Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando <ul><li>Able to develop a “macro” planning framework for your situational context </li></ul>
  14. 14. 2- Developing a Macro-Framework <ul><li>Adapt ADDIE – or some equivalent – or use what you’ve got! </li></ul>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. 15. 2- Developing a Macro-Framework <ul><li>Developing an integrated “macro” framework with “other work-streams” </li></ul>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. 16. 2- Developing a Macro-Framework Exercise… <ul><li>Draw your Macro Framework for simple efforts </li></ul><ul><li>Draw your Macro Framework – if needed – for complex, integrated efforts </li></ul>Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Use the exercise guidelines in your handout
  17. 17. Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Exercise Readouts and Debriefing
  18. 18. 3- Developing a Micro Framework <ul><li>These are the framework/ patterns within the big blocks of your macro-framework </li></ul>Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando <ul><li>Able to develop a micro planning framework to fit your project staffing realities </li></ul>Macro Micro
  19. 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. 20. 3- Developing a Micro Framework Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando <ul><li>Prep for it </li></ul><ul><li>Coordinate logistics for it </li></ul><ul><li>Conduct it </li></ul><ul><li>Document it </li></ul>
  21. 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. 22. 3- Developing a Micro Framework Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando
  23. 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. 24. 3- Developing a Micro Framework Exercise <ul><li>Adapt the Activity Block Diagram to meet your needs and criteria. </li></ul>Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Use the exercise guidelines in your handout
  25. 25. Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Exercise Readouts and Debriefing
  26. 26. 4- Project Management Strategies <ul><li>What would you need to monitor for – or to possibly troubleshoot? </li></ul>Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando <ul><li>Able to develop management strategies for project monitoring and troubleshooting </li></ul>
  27. 27. 4- Project Management Strategies <ul><li>Monitoring via Statusing Reports and/or Meetings/ “Gate Reviews”? </li></ul><ul><li>Monitoring via Walking Around/ Talking with “project/ effort” participants and stakeholders? </li></ul><ul><li>Other approaches? How do you do this now? </li></ul>Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando
  28. 28. 4- Project Management Strategies Exercise <ul><li>What strategies and tactics would you apply – and why are they appropriate in your context? </li></ul>Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Use the exercise guidelines in your handout
  29. 29. Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Exercise Readouts and Debriefing
  30. 30. Free Resources in Cyberspace <ul><li>At: </li></ul><ul><li>www.eppic.biz </li></ul><ul><li>See the Resource tab – many, many resources </li></ul><ul><li>At: </li></ul><ul><li>www.guywwallace.wikispaces </li></ul><ul><li>See the Free Books & Resources page – many, many resources </li></ul><ul><li>At: </li></ul><ul><li>www.Pursuingperformanceblog.blogspot.com </li></ul><ul><li>Search on: planning – many, many Posts </li></ul>Guy W. Wallace - Project Planning & Management of ISD and HPT Efforts ISPI 2009 Spring Conference - Orlando Guy sharing…
  31. 31. Thank You and Good Planning! <ul><li>Please complete the session evaluations and leave them at the table by the door </li></ul><ul><li>Catch me in the hallways - or contact me later with any of your questions/ comments/ concerns… </li></ul>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. 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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