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How Project Management Functions
     in Marketing Fulfillment
What Is Project Management?
         CORPORATE STRATEGY




                 Project      OPERATIONS
 Sales         Manage...
What Is Project Management?
               EXECUTION EXCELLENCE
    This is accomplished by effectively executing projects...
What Is Project Management?
     THE PROJECT MANAGEMENT PROCESS


The Project Managers adhere to and enforce the establish...
What Is Project Management?
     HOW IS PROJECT MANAGEMENT USED?
                            (Tools)

•   Statement of Wor...
What Is Project Management?
    HOW IS PROJECT MANAGEMENT USED?
                          (Tools)

•    Action Plans: Micr...
What Is Project Management?
     HOW IS PROJECT MANAGEMENT USED?
                            (Tools)

•   Lessons Learned:...
What Is Project Management?
     HOW IS PROJECT MANAGEMENT USED?
                          (Reporting)


•   Monthly Dashb...
What Is Project Management?
         WHO IS PROJECT MANAGEMENT?


The Project Management Team is:
•   Well-versed in organ...
What Is Project Management?
     HOW IS PROJECT MANAGEMENT USED?
                            (Tools)

•   Lessons Learned:...
What Is Project Management?
The Key to Effective Project Management


       COMMUNICATION!!!!
What Is Project Management?
The Key to Effective Project Management
 We use the example of the Trivial Pursuit game
 piece...
What Is Project Management?
      The Key to Effective Project Management
If the project represents the pie piece, then ea...
What Is Project Management?
  The Key to Effective Project Management
What type of questions will be asked to gather requi...
What Is Project Management?
      The Key to Effective Project Management
 What type of questions will be asked to gather ...
What Is Project Management?
  The Key to Effective Project Management
What type of questions will be asked to gather requi...
What Is Project Management?
     The Key to Effective Project Management
   What type of questions will be asked to gather...
What Is Project Management?
      The Key to Effective Project Management
    What type of questions will be asked to gath...
What Is Project Management?
   The Key to Effective Project Management
Each of these questions is each an example of the t...
What Is Project Management?
Project Management: Client Objective


  Like all other aspects of our organization, Project
 ...
What Is Project Management?
    Project Management: Client Objective

          In order to accomplish this goal, the Proj...
What Is Project Management?
Project Management: HELM Objective

The Primary Objective of the Project Management
          ...
What Is Project Management?
 Project Management: HELM Objective
   CREATE VALUE TO THE ORGANIZATION
Project Management wil...
What Is Project Management?

Project Management Presents…

 The STATEMENT OF WORK for the
          Sales Team!!!
What Is Project Management?
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Project Management

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This is a presentation co-wrote with Emily Tarcea at Helm Incorporated to demonstrate the added value of Project Management to the corporate strategy.

Published in: Business
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Transcript of "Project Management"

  1. 1. How Project Management Functions in Marketing Fulfillment
  2. 2. What Is Project Management? CORPORATE STRATEGY Project OPERATIONS Sales Management The Client
  3. 3. What Is Project Management? EXECUTION EXCELLENCE This is accomplished by effectively executing projects introduced to the organization through new or existing client opportunities
  4. 4. What Is Project Management? THE PROJECT MANAGEMENT PROCESS The Project Managers adhere to and enforce the established (as well as newly developed) processes of the rest of the organization. Sales Plans: Project Management links the Sales/Marketing Plan to Operational Execution
  5. 5. What Is Project Management? HOW IS PROJECT MANAGEMENT USED? (Tools) • Statement of Work (SOW): Generally used with new clients where all of the organization’s departmental services are showcased in a high-level fashion. • Project Definition (PDD): Generally used with existing clients where a SOW already exists in the high level. • Scope Change Document: When project is started, any changes made to the project are recorded using this document.
  6. 6. What Is Project Management? HOW IS PROJECT MANAGEMENT USED? (Tools) • Action Plans: Microsoft Project or any PM-related software acts as the action plan for all projects.
  7. 7. What Is Project Management? HOW IS PROJECT MANAGEMENT USED? (Tools) • Lessons Learned: After each project is launched, a Lessons Learned meeting is held to document all the “went right”, and all the “went wrong.” • FMEA (Failure Mode and Effects Analysis): Decision matrix used to determine what actions need to be taken to either mitigate and/or respond to risk.
  8. 8. What Is Project Management? HOW IS PROJECT MANAGEMENT USED? (Reporting) • Monthly Dashboards • Quarterly Reports (Program Specific) • Gantt Charts
  9. 9. What Is Project Management? WHO IS PROJECT MANAGEMENT? The Project Management Team is: • Well-versed in organizational processes & procedures • PMI Certified • ISO Certified • Continuously educated in PM methodologies as determined by ANSI and the PMI • Experienced in customer relations management, program management, operations, process analysis/improvement, and quality management
  10. 10. What Is Project Management? HOW IS PROJECT MANAGEMENT USED? (Tools) • Lessons Learned: After each project is launched, a Lessons Learned meeting is held to document all the “went right”, and all the “went wrong.” • FMEA (Failure Mode and Effects Analysis): Decision matrix used to determine what actions need to be taken to either mitigate and/or respond to risk.
  11. 11. What Is Project Management? The Key to Effective Project Management COMMUNICATION!!!!
  12. 12. What Is Project Management? The Key to Effective Project Management We use the example of the Trivial Pursuit game piece to give a visual on the dissemination of information that occurs during the management of the project.
  13. 13. What Is Project Management? The Key to Effective Project Management If the project represents the pie piece, then each of the operational areas represent a piece of the pie. Each one will have its own requirements and its own set of unique questions that need to be answered. By gathering the information for the project, it allows all areas to have the specifications needed to create the potential for it to become a “winner”.
  14. 14. What Is Project Management? The Key to Effective Project Management What type of questions will be asked to gather requirements? Here are some examples: The WHO •Who are we billing? •Who is the contact? •Who is this being shipped to? •Who should we consult with for expertise?
  15. 15. What Is Project Management? The Key to Effective Project Management What type of questions will be asked to gather requirements? Here are some examples: The WHAT 1. What is the expected end result? 2. What item(s) are being included? 3. What freight carrier are we using? 4. What services are we performing? 5. What procedures will need to be followed? 6. What type of event is this for? 7. What type of payment method will we be receiving?
  16. 16. What Is Project Management? The Key to Effective Project Management What type of questions will be asked to gather requirements? Here are some examples: The WHERE • Where are we shipping? • Where are we going to do the most work? • Where is the material coming from?
  17. 17. What Is Project Management? The Key to Effective Project Management What type of questions will be asked to gather requirements? Here are some examples: The WHEN • When is the client expecting to have complete? • When is the event? • When can we bill?
  18. 18. What Is Project Management? The Key to Effective Project Management What type of questions will be asked to gather requirements? Here are some examples: The WHY • Why did the client call us for this? • Why do we need to care about this project? • Why is this project important?
  19. 19. What Is Project Management? The Key to Effective Project Management Each of these questions is each an example of the types of questions that will be asked and more importantly, will be answered during a work start meeting and in the planning phase of the project. The answers will allow the team to make decisions, plan, and execute The HOW. Doing so will help us to make: • Informed decisions • Prioritize • Resolve issues when they arise. The project leader will keep the team focused on the objective and accomplishing our goal.
  20. 20. What Is Project Management? Project Management: Client Objective Like all other aspects of our organization, Project Management’s objective for our clients is the same. “To be recognized as a leader in providing specialized fulfillment and brand support solutions in our targeted industries.”
  21. 21. What Is Project Management? Project Management: Client Objective In order to accomplish this goal, the Project Management Team must: • Portray the Action Plan for each project as more than just tasks. • PMs must focus on each task to make meaningful for achieving operational excellence. • PMs need to be the CHAMPIONS for each project. • This will transform PROJECT MANAGEMENT into PROJECT LEADERSHIP
  22. 22. What Is Project Management? Project Management: HELM Objective The Primary Objective of the Project Management Team is to: CREATE VALUE TO THE ORGANIZATION
  23. 23. What Is Project Management? Project Management: HELM Objective CREATE VALUE TO THE ORGANIZATION Project Management will accomplish this by: 1. Store all Project Documentation to build a HISTORY for the organization. • Lessons Learned, Successes, Failures • Past projects can be used as templates for future projects that are similar. 2. To refine and streamline our business processes to be modeled after successful project launches on a consistent basis • Quality Management Principles • Do the job right the first time • Processes are sustainable, streamlined, and salable – UNIVERSAL.
  24. 24. What Is Project Management? Project Management Presents… The STATEMENT OF WORK for the Sales Team!!!
  25. 25. What Is Project Management?
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