This document summarizes a workshop on project management and how to fail-proof projects. The workshop was held on May 5, 2015 from 3:10 pm to 5:00 pm in Ann Arbor, Michigan. It explored practices to failure-proof new projects and rescue troubled ones. Attendees would learn the basics of project management from the Project Management Body of Knowledge and how to become a certified project manager. The workshop aimed to help participants understand and manage project uncertainty and risk from the beginning of a project.
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Fail-Proof Your Projects
Tuesday, 5/5, 3:10 pm-5:00 pm
Faculty Exploratory, 206 Hatcher Graduate Library 913 South University, Central Campus
START TIME: 3:10 PM
This workshop will explore straightforward practices you can
use to failure-proof new projects and rescue troubled ones.
You should leave this session with a basic understanding of
the Project Management Body of Knowledge (PMBOK) and
information about becoming a certified project management
professional.
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PHASE 1
GCP Training at CTSA Hubs
September 2014 – January 2015
PHASE 2: Dec 2014 - …
COMPETENCY-BASED
EDUCATION, TRAINING, ASSESSMENT
9 Domains
43 Competency Statements
CLINICAL
TRIAL
OPERATIONS
(GCP)
SCIENCE &
DESIGN
ETHICS &
SAFETY
DRUG, DEVICE,
INTERVENTION
S
STUDY AND
SITE MGMT
DATA AND
INFORMATICS
LEADERSHIP AND
PROFESSIONALISM
COMMUNICATIO
N
TEAM SCIENCE
Opportunities:
Workforce Dev DTF
NCATS Innovation
Awards
• GCP Training Expectation at CTSA Hubs
• U-M Implementation
• Social Behavioral CTs GCP Training Module (Murphy)
Joint Task Force for Clinical Trial
Competency:
8 Domains / 57 competency
statements
Harmonizes prior Competency-
based work, including CTSA Masters
level core competencies (97
competencies in 14 domains)
CoAPCR
Accreditation Process
ACRP Global 2015
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Can you find the triple constraint in 5 minutes?
Pair work
• Select a high visibility project (2 min)
• Determine the triple constraint (3 min)
• Report out
38. bit.ly/umichpmp Questions?
O Fortune,
like the moon
you are changeable,
ever waxing
and waning;
hateful life
first oppresses
and then soothes
as the sharp mind takes it;
poverty
and power
it melts them like ice.
Editor's Notes
5 mins} 3:25 – 3:30
2 Key Roles
Ground Rules (whiteboard)
- Bathroom location
- Questions parking lot
Pair-up to discuss answers
Today’s material is neutral to methodologies (agile/waterfall) or work domains - ANSI standard that blossomed from Moonshot
Today’s session:
In-scope: Project initiation i.e. making the right choices at the rental counter: appropriate size vehicle, declining and buying appropriate coverages
In-scope: Minimalist project management (progress report)
Out-scope: Project planning/execution/control (i.e. good driving skills) WHY? Planning/Execution frameworks are area specific, e.g. IT has Adaptive, Agile; Construction has Waterfall
Source:
Info & definitions from PMBOK, an ANSI standard
5 min} 3:10 – 3:15
Goal: end by 4:50 PM
5 min } 3:15 – 3:25
http://www.fgideas.org/magnificent-indian-temple-carved-from-one-giant-rock/
3 mins} 3:30 – 3:33
About me:
PM for NCATS/NIH funded $2 mill education/training award
Report to Associate Dean for Clinical and Translational Research at University of Michigan.
2 mins} 3:33 – 3:35
About me: PMP Cert in 2013, Certified through 2019
PM Resume:
Rethink Space: Serving on teams, as a team member
PgMO: Beta (2013-15), V 1.0 (2014-15), and V 2.0 (2015-16)
2 mins} 3:35 – 3:37
Improved project initiation skills through charters
Better management of project vulnerabilities
This workshop will explore straightforward practices you can use to failure proof new projects and rescue troubled ones. You should leave this session with a basic understanding of the Project Management Body of Knowledge (PMBOK) and information about becoming a certified project management professional.
1 mins} – 3.38
10 mins} – 3.38 – 3:48
What is not a project (operations, programs, portfolio)
Can be planned and executed with great certainty (i.e. install
Needs competent skilled professionals with monitoring and control
Outputs are expected to be consistent and standardized
What is a project? (Open ended question) Word association: Pair and Discuss: “Project” invokes what?
Produces deliverables with a twist, new outputs, change in behavior or operation
Needs leadership skills more than controlling skills
Ans: Projects and operations have deliverables, but projects have new, unique, change oriented deliverables.
Scope of today: Discussion of project challenges, not operational work
5 mins} – 3.48 – 3:53
Vision: Kennedy says, let’s put a man on the moon
Mission: NASA to build a device to put a man on the moon
Strategies: Build a rocket, build a teleporter, build a ladder
Operations: Keep the lights on at NASA: keep existing facilities running, salaries paid.
Program: Build space shuttles
Project: Moonshot
1 min } – 3.48 – 3:49
5 min } 3:49 – 3:54
Triple constraint: scope/resources/time-frame = outcome (qualitative or quantitative)
Roughly 70% of change efforts fail; 40% of all Information Technology projects fail, according to a study by Gartner/TechRepublic. In clinical research, project failure rates can be as high as 95%, according to the NIH. Is project failure preventable? Whether you are developing a mobile app or the next medical device, initiating change in your workplace, or planning home improvement, project initiation basics can prevent avoidable failures.
10 min } 3:54 – 4:04
Pair up & investigate: Time / Cost / Resource
You are auditors from Unified Project Governance Police, your mission is to bring happiness to staff and management by balancing the project portfolio.
Which ones are really a project by formal definition, which ones are not? Why?
5 min } 4:04 – 4:09
Peer discussion: 1 minute
WHY focus on the charter today?
2 min } 4:09 – 4:11
Progressive elaboration nature of project is the key learning point.
Key to success is crystallizing scope, resource commitments,
Examples of project charters?
>> rental car agreement
>> pre-nup
Progressive elaboration nature of project is the key learning point.
1 min }– 4:12
For small project, the manager does it all in consultation with functional experts. For large projects, directors can be hired for each knowledge area. e.g. Moonshot
1 min }– 4:13
About 50 standardized processes
Nobody does it all. So we have to stick to the most essential, the most critical: The heart of the baby
31 min } – 4:16
3 min } – 4:19
Story: Retired GM PM on the plane last week
The sponsor role: key to success.
Tools, technologies, data are “not your mommy”
2 min } – 4:21
So, who will help or hurt?
Hell is other people
5 min } – 4:26
JCI - “I know what a charter is. That’s exactly why I want you to skip ahead and start planning”
Pre-nup
NOT A PLAN
An exercise in organizational discipline and sustainability before people go too far
It’s the heart of the project, can only survive a couple of attacks
Took us 1 year to create a 1 page charter that works for our organization – iteratively
End of JCI Story: The business unit was sold off to an even worse company. Bad culture begets bad business discipline. If your leaders like to waffle on direction, you need to find a better place to work.
1 min } – 4:27
A compressed charter. Popular in IT.
2 min } – 4:29
Give out project charter template at this point. NOT A PLAN!
3 min } – 4:32
Marshall
Resources
Initial Team, Roles & Responsibilities
Rough Budget & Source
Executive Buy-in
Sponsor
Business case: justification/purpose
Buy-in from leadersahip
Authority to conduct project
Limited Liability: Mark the boundaries
Objective
Scope
Milestones
Initial Assumptions/Risks
1 min } – 4:33
4 min } – 4:37
1 min } – 4:38
Kotter is king of change management
1 min } – 4:38
Deal with power and/or dirty players;
Moral: It was important to know that this was my job. Framework told me and inspired me to do it.
Finding BATNA; weakening their BATNA
Positive No – I’d rather you reward the candidate in mind for org harmony;
2 min } – 4:39
Most relevant program management approach for projects on campus
Unlike construction and rocket-building, projects on campus are akin to small govt. agencies and non-profits.
What’s needed? Plain language, elegant plans, large stakeholder base management. RBA is the tool used by under-funded governments to get from “Talk to action”
3 min } – 4:42
Network & continuing ed with area project mgmt professionals
PMI Huron Valley pmi-hvc.org
Pick ONE project to write a charter: (template here: bitly)
new or
existing & troubled to write a charter
1-on-1 consult with Vic:
Professional development as a project management professional
Anything else, project management related
10 min } – 4:49
3 min } – 4:42
Things can go wrong beyond initiation
Three stone-artists, chiseling away: What’s up
- We are doing some construction, I am chipping away this rock to make this supporting pillar
We are working on a building here, top down, great engineering concept.
Third: I am working on this project, to make sure people have recognition of Shiva and a place for contemplation, as the Queen desires
<3 Masons of Cologne Story>
About 50 standardized processes
- Hire people, build a team, gain awareness
Go over slides once again, then take questions.
Guitar O Fortuna:
- https://www.youtube.com/watch?v=JUs07LpVqgU