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National Aeronautics and Space Administration




Adapting Project Management Practices
to Research-Based Projects
Presenting Authors:
Carol Mullenax, PhD, PE, PMP – Bastion Technologies, Inc.
Linda Loerch – NASA JSC
Nicholas Skytland – NASA JSC

Contributing Authors:
Patricia Bahr – NASA JSC
Tacey Baker, PMP – Wyle
Barbara Corbin, PMP – NASA JSC
Kraig Keith – Lockheed Martin
John Love – NASA JSC
Robert Myers – Wyle
Bradley Rhodes – NASA JSC
Stephen Stranges, PMP – Wyle

www.nasa.gov
Session outline

    • Overview
    • Perspective #1 – teaming
      scientists with project
      managers
    • Perspective #2 – transitioning
      technical content to applied
      research with operational
      relevance
    • Conclusion
    • Forum questions and
      discussion


National Aeronautics and Space Administration   Adapting Project Management Practices to Research-Based Projects   2
Overview
    • Background and general information to set the stage




National Aeronautics and Space Administration   Adapting Project Management Practices to Research-Based Projects   3
Congratulations – you’ve been assigned as the
         project manager for a research-based project!


                                                                                • Research-based or research-
                                                                                  enabling projects can present
                                                                                  unique project management
                                                                                  challenges due to:
                                                                                     – Organization
                                                                                     – Culture
                                                                                     – Environment
                                                                                     – Technical content




                 Edvard Munch's Scream detail (1893), National Gallery, Oslo.

National Aeronautics and Space Administration                                    Adapting Project Management Practices to Research-Based Projects   4
So who are we, and why are we here?


    • Authors represent several projects in the Human Research Program (HRP)
            – Created in 2005, managed out of JSC, formed to focus research toward enabling
              the Vision for Space Exploration
               » HRP’s Critical Path explicitly includes science research
    • Biomedical Research and Countermeasures Projects (BRCP) Branch was
      created after initial formation of the Program / Element / Project structure
            – Goal is to provide consistency in application of project management
               » Develops and manages project managers and project management core
                 competencies
    • We have experienced the normal “growing pains” of starting up a new
      Program
    • The intent of this talk is to:
            – Discuss the specific challenges of managing science research
            – Present some of the actions taken to address these challenges
            – Discuss potential solutions where we have remaining challenges


National Aeronautics and Space Administration          Adapting Project Management Practices to Research-Based Projects   5
Projects contained within BRCP
                                  and represented by the authors



    (In alphabetical order)
    • EVA Physiology, Systems and Performance (EPSP) Project
    • Exercise Countermeasures Project (ECP)
    • Flight Analogs Project (FAP)
    • ISS Medical Project (ISSMP)
    • Non-Exercise Physiological Countermeasures (NxPCM) Project
    • Space Radiation Project (SRP)


                                                Additional information available at http://sk.jsc.nasa.gov/sk211/


National Aeronautics and Space Administration                                           Adapting Project Management Practices to Research-Based Projects   6
Why use project management for research-based projects?

          Criteria for use of                                                                                                 Applicable to
                                                        Benefit of project management
          project management[1]                                                                                               NASA research?
                                                        Allows better planning /
          Unfamiliarity                                 coordinating of one-of-a-kind
                                                        undertakings
                                                        Allows management across
          Magnitude of effort
                                                        functional / disciplinary boundaries
                                                        Provides flexibility and diversity to
          Changing environment                          deal with changing goals and
                                                        opportunities
                                                        Allows better linkage / coordination
                                                        both within organization and with
          Interrelatedness
                                                        outside subcontractors, vendors,
                                                        and customers
                                                        Provides increased planning and
          Risk to Organization
                                                        control


[1]   Cleland DI, King WR. Systems Analysis and Project Management (3rd Edition). New York: McGraw-Hill College, 1983, pg 259.

National Aeronautics and Space Administration                                            Adapting Project Management Practices to Research-Based Projects   7
Alignment of project and line organizational structures

 Programmatic                                     Line                 • Full-time NASA Project Manager assigned
                                                                             – Reports to Program Element Manager
                                                                               (programmatic) and BRCP Branch Chief (line)
          Program                               Directorate            • Project Scientist as technical lead (NASA or
                                                                         contractor)
                                                                             – Reports to Program Element Scientist
 Program Element                                 Division                      (programmatic) and Biomedical Research &
                                                                               Operations Laboratories Branch Chief (NASA line)
                                                                       • Contractor support
           Project                               Branch                      – Heavily involved in project life cycle
                                                                             – Proportion of overall project labor force varies by
                                                                               project


Strong matrix organization (as defined by PMBOK)[2]
           – Programmatic issues handled from Project through Program Element (if applicable) to Program
           – Personnel / facilities issues handled through Branch to Division to Directorate
                    » Multi-Center implementation / support
                    » Multiple paths possible
           – Organizational overlap: some Program Element Managers are also Division Chiefs
  [2]   A Guide to the Project Management Body of Knowledge (PMBOK Guide 2000 Edition). Newton Square, PA: Project Management Institute, 2000, pg 20.
National Aeronautics and Space Administration                                          Adapting Project Management Practices to Research-Based Projects   8
Pros and cons of strong matrix organizations


        • Advantages of strong matrix organization[3]
              – Provides needed technical expertise and physical resources
              – Ensures currency in technical field of specialization
              – Provides workforce stability in long-term operations
              – Gives priority to project through dedicated project organization
              – Allows easier balance of schedule and resource requirements across several
                projects


        • Challenges implementing strong matrix with resource-limited organization[3]
              – Divided allegiance when setting priorities among projects using same resource
              – Increased communication needs (functional versus project, lateral versus vertical)
              – Confusion caused by multiple reporting paths (functional and project)




  [3]
    Nicholas JM. Project Management for Business and Engineering: Principles and Practice (Second Edition). San Diego: Elsevier Butterworth-Heinemann,
  2004, pg 444-7.

National Aeronautics and Space Administration                                        Adapting Project Management Practices to Research-Based Projects    9
Shift in NASA human research

                                                         Prior to 2004                                              Current
   Available funding                                       More $$$                                               Less $$$
   Research selection                                                                                   Operational impact
                                                         Science merit
   criteria                                                                                             and science merit
   Where science selected                                     HQ                                                     Locally

   Science managed by                                         Lab                                        Element & Project

   Driver for science                                   Science interest                     Crew performance decrement
                                                                                                           Multidisciplinary,
   Research focus                                      Discipline-specific
                                                                                                           product-specific
                                                                                              Narrowly focused on specific
   Research goals                                   Broadly related to space
                                                                                                objectives or questions
   Nature of contractor
                                                         Level of effort                                   Completion form
   support
   Research management                                  Portfolio-based                                      Product-based


National Aeronautics and Space Administration                              Adapting Project Management Practices to Research-Based Projects   10
Challenge: Incorporating legacy research

 • Existing NASA research portfolio was reviewed for content
   and relevance as part of Exploration Systems Architecture
   Study (ESAS)
      – Selected grants were assigned to an HRP project
 • Grants may only partially address project requirements
 • Grants have minimal reporting requirements; projects have
   little leverage to manage technical, cost, and schedule post-
   award
 • Funding for legacy research is part of start-up cost for new
   program
 • NASA scientists seek operationally relevant findings from
   legacy study results

 • Still need to better understand the research being done, the
   data available, the nature of ongoing studies, and how to
   link past and present research with future needs



National Aeronautics and Space Administration     Adapting Project Management Practices to Research-Based Projects   11
Challenge: Determining future research content

• New studies are more “project-directed”, limited by resource and schedule constraints

                  Study type                    Available expertise           Focus                         Timeline
                                                                            Highly
                  Project-conducted                  In-house                                              Immediate
                                                                          operational
                                                                                                         Near-term or
                  Intramurally-solicited         In-house unique
                                                                                                          immediate
                                                Limited in-house or
                  Open call                                                                                Long-term
                                                significant external

• HRP technical success depends upon products from research not directly controlled
  by NASA
   – National Space Biomedical Research Institute (NSBRI)
             » Cooperative research partner to NASA
             » Conducts its own research solicitations with separate funding
             » Independently selects research to fund


• Process for initiating project-directed studies remains unset
• Still need clear, consistent guidelines to ensure research quality of the Program
National Aeronautics and Space Administration                          Adapting Project Management Practices to Research-Based Projects   12
Challenge: Concurrent development of documentation

• Science requirements
   – Program effort: science discipline review
              » Generated physiological risks and knowledge gaps
        – Element effort: Small Assessment Team (SAT)
              » Prioritized knowledge gaps
        – Project efforts: retreats held after initial gap allocation
              » Significant outcome of retreats: paths to deliverables
        – Still need configuration-controlled assignment of gaps to projects
        – Still need agreed-upon method for closing gaps

• Current NPR 7120 does not address “hybrid” projects
   – BRCP projects are not all portfolio, or all flight hardware

• Some documentation is still in development
   – Must update existing documents as new higher-level documentation is baselined


National Aeronautics and Space Administration                  Adapting Project Management Practices to Research-Based Projects   13
Two perspectives on implementing
                                  project management for research

    • How it affects the researcher              • How it affects the science




National Aeronautics and Space Administration      Adapting Project Management Practices to Research-Based Projects   14
Perspective #1
    • Challenges and actions related to teaming science personnel
      with project managers




National Aeronautics and Space Administration   Adapting Project Management Practices to Research-Based Projects   15
Examples of Feedback from Science Colleagues
         About Traditional Project Management Techniques



    • Technical: Until I know the outcome of one study, I cannot tell you what the next
      step will be.
    • Schedule: How can I give you an accurate schedule when I don’t know how quickly
      test subjects will be recruited or how many will drop out before the study is done?
    • Cost: I cannot give you an accurate labor cost because I’m not sure who will
      complete the data collection, my senior scientist of 10 years or my new hire out of
      college – it depends on who is available!


    • OVERALL: Science is not like building a widget – you cannot develop
      requirements for a project or research study and then track progress, budget or
      schedule without a large margin of error. Project management cannot be
      applied to research-based activities.


         Project teams need to find a middle ground. Project management techniques
         must be adapted to the unique environment of research.


National Aeronautics and Space Administration       Adapting Project Management Practices to Research-Based Projects   16
The cultural challenge: different viewpoints
                                        Scientists         Project Managers                               Flight Surgeons (Ops)
Motivation                     Driven by questions      Driven by requirements                    Driven by current best practice
                               Change is good –             Change is bad –                        Change is good only if proven
View of
                             follow the path where     it adds risk to budget and                  to decrease a known hazard
change                         the science leads                schedule                              to acceptable risk levels
                              Investigate specific
Approach to
                             pieces of the problem    Need an integrated answer                       Prevent or treat medical or
problem                      (to enhance power of       to solve the problem                            occupational hazards
solving                            research)
                                                                                                  Crew health and performance,
                           Number of publications,
Measure of                                            Delivery of quality product                    reduced incidence and
                            amount of research
success                          funding
                                                      within schedule and budget                       severity of hazards,
                                                                                                        mission success
                                                     Perceive Scientist as required                   Perceive most research as
                             Perceive Project
                                                     for project technical success                    having poor ops relevance
                           Manager as obstacle to
Perceptions                  scientific success       Perceive Flight Surgeon as                  Perceive research should only
of others                                                 needed to provide                           address uncontrolled
                           Perceive Flight Surgeon
                                                         concurrence on ops                         operational hazards with
                               as unscientific
                                                              relevance                                 unacceptable risk
National Aeronautics and Space Administration                        Adapting Project Management Practices to Research-Based Projects   17
The Challenge

                  How do you effectively implement project
                  management techniques and tools in a technical
                  environment previously unfamiliar with project
                  management practices?

           Requires:
           1. Consistent and active management support across the matrix
              organization
           2. Demonstration to scientific colleagues of the “value added” when
              adopting project management practices
           3. Scientist buy-in of their critical role in project success
           4. Clear communication of project needs and research expectations
              from Project Manager / Project Scientist teams




National Aeronautics and Space Administration              Adapting Project Management Practices to Research-Based Projects   18
Examples: Bridging the Gap Between Project
                      Management Practices and Scientific Cultures


    Organizational
    • Project Managers, Project Scientists,
      and intramural research scientists
      share common management structure
        – BRCP Branch and Lab Branch
           personnel report to same Division
           management
    • Project Manager and Project Scientist
      comprise the leadership team assigned
      to each project
        – Project Manager: authorized and
           responsible for project execution
        – Project Scientist: responsible for
           research content and direction of
           the project
                         » May also perform active research
                           (conflict of interest safeguards)


National Aeronautics and Space Administration                  Adapting Project Management Practices to Research-Based Projects   19
Examples: Bridging the Gap Between Project
                     Management Practices and Scientific Cultures                                                                                                                                                                                                                      Major Milestone/        Major Decision
                                                                                      HRP PRD Requirement: 4.1.5, 5.1.4, 5.2.3, 5.3.3                                             Updating                  Informing                       CM                  Informing CxP
                                                                                                                                                                                  Health Stds               Missions Ops                                                               Event/Accomplishment    Point
                                                                                      Element: HHC
                                                                                                                                         FY’08 FY’09 FY’10 FY’11 FY’12 FY’13 FY’14 FY’15 FY’16 FY’17 FY’18 FY’19 FY’20 FY’21 FY’22 FY’23 FY’24 FY’25
                                                                                     ISS & Shuttle                                  6 Crew Capability                       Shuttle Retired                                                End of US Commitment
                                                                                                                                                                      SRR                                                                                                    Human Lunar Return
                                                                                                                  Program Level                 Lunar Architecture Baseline                           PDR                  CDR                                      Loss of Mars Analog Transit
                                                                                                                  Orion                         PDR            CDR                                                  Initial Ops (Orion)
                                                                                     Constellation

Technical
                                                                                                                                                          PDR-suit1              CDRsuit1
                                                                                                                  EVA Suit
                                                                                                                                                               SRR-suit2                PDR-suit2                              CDR-suit2
                                                                                                                  Lander                               PDR-init cap                                PDR         CDR
                                                                                                                  Mission Operations                         CDR-init cap                            SRRPDR                    CDR
                                                                                                                                                         Supports missions ops definition


• BRCP Branch led research requirements                                               Risk of Impaired Performance Due to Reduced Muscle Mass, Strength and Endurance
                                                                                      Gap: (M1) Current state of knowledge
                                                                                                                                                                                                      1




  development and flow-down                                                           ECP
                                                                                             on exercise
                                                                                                        Knowledge
                                                                                                        compilation                                                                                                                                                             (1) Validate/update SFHSS muscle
                                                                                                                                                                                                                                                       YES                      standard


    – Performance risks =                                                             Gaps: (M7-9) Exercise volumes,
                                                                                            regimens, equipment
                                                                                                                                                                                                                               Are protocols optimized?

                                                                                                                                                                                                                  ISS Optimization/Validation Studies
                                                                                                                                                                                                                      Improved muscle measures                              NO
                                                                                                                                                                                                                                                                                (1) Validated exercise prescription CM


                                                                                                                                                                                                                                                                                                 (1) Inform mission ops that
                                                                                                                                                                                                                                                                                                 protocol optimized
                                                                                            (B15) Can exercise provide
       Program Element requirements =                                                       loads to stimulate bone
                                                                                            formation?                                                       Can protocol be optimized?
                                                                                                                                                                                                          YES




       Project objectives
                                                                                                                                                                                                                                     (1) Inform mission ops that protocol
                                                                                                   Optimization activities-                                  Bed Rest Optimization
                                                                                                                                         Solicit                                                                                     optimized
                                                                                                                                                           Improved muscle measures                       NO




                                                                                                                                                                                                                        FT
                                                                                      ECP          exercise prescription and
                                                                                                   muscle measures (NRA)




    – Knowledge gaps =
                                                                                                                                                                                                                     RA
                                                                                      Gap: (SM7) Integrated post-flight
                                                                                          functional task performance test                                                                                                                                                      (1) Validate/update SFHSS muscle


       Project requirements
                                                                                                                                                                                                                                                                                standard
                                                                                                                                                                                                                                                                                (1) Validated CM to mitigate risk




                                                                                                                                                                                                                   D
                                                                                                                                                                         STS/ISS FTT to Monitor CM Efficacy N=12
                                                                                      ECP              Functional Task Test
                                                                                                       (Directed Study)                                               Bed Rest FTT to Monitor CM Efficacy


• BRCP Branch played an integral role in                                             ECP
                                                                                                       Factors of Influence Studies
                                                                                                       (Directed Study)                                                                                                                                                                                                   1


  the development of Program Element            HRP PRD Requirement: 4.1.1, 5.1.4, 5.2.3, 5.3.3                            Updating
                                                                                                                           Health Stds
                                                                                                                                                       Informing
                                                                                                                                                       Missions Ops
                                                                                                                                                                                     CM                   Informing CxP           Major Milestone/
                                                                                                                                                                                                                                  Event/Accomplishment
                                                                                                                                                                                                                                                           Major Decision
                                                                                                                                                                                                                                                           Point
                                                Element: HHC

  research plans                                ISS & Shuttle
                                                                   Program Level
                                                                                       FY’08 FY’09 FY’10 FY’11 FY’12 FY’13 FY’14 FY’15 FY’16 FY’17 FY’18 FY’19 FY’20 FY’21 FY’22 FY’23 FY’24 FY’25
                                                                                   6 Crew Capability                Shuttle Retired
                                                                                                                       SRR
                                                                                                                                             PDR                  CDR
                                                                                                                                                                                    End of US Commitment
                                                                                                                                                                                                                      Human Lunar Return
                                                                                                                                                                                                                                                                                         Sample
                                                                                                                                                                                                                                                                                         excerpts
                                                                                                 Lunar Architecture Baseline                                                                                 Loss of Mars Analog Transit



    – Summarizes deliverables from
                                                                   Orion                         PDR      CDR                                                 Initial Ops (Orion)
                                                Constellation                                          PDR-suit1           CDRsuit1
                                                                   EVA Suit
                                                                                                            SRR-suit2             PDR-suit2                           CDR-suit2
                                                                   Lander                          PDR-init cap                            PDR           CDR



       research activities                                         Mission Operations                    CDR-init cap
                                                                                                        Supports missions ops definition

                                                Risk of Reduced Physical Performance Capabilities Due to Reduced Aerobic Capacity
                                                                                                                                            SRRPDR
                                                                                                                                                   1
                                                                                                                                                                      CDR




    – Shows how findings from one study         Gap: (M1) What is the current state of knowledge regarding exercise performance?
                                                ECP
                                                           Knowledge
                                                           compilation
                                                                                                                                                                                                          YES
                                                                                                                                                                                                                          Validate/update SFHSS cardiovascular
                                                                                                                                                                                                                          standard
                                                                                                                                                                                                                           (1) CM to mitigate risk



       will inform subsequent research          Gaps: (M7-9) Exercise
                                                                                                                                                   Prescription Optimization/Validation Studies
                                                                                                                                                                                                                          NO
                                                                                                                                                                                                                                                 (1) Inform mission ops
                                                                                                                                                                                                                                                 that protocol optimized

                                                      volumes, regimens,                                                                 YES                                                    Are protocols optimized?
                                                      equipment
    – Specifies research platforms needed       ECP       Optimization
                                                          activities (NRA)
                                                                                       Solicit
                                                                                                    Can protocol be optimized?
                                                                                                         Bed Rest Prescription
                                                                                                             Optimization
                                                                                                                                           NO
                                                                                                                                                                        (1) Inform mission ops
                                                                                                                                                                        that protocol optimized




       to answer knowledge gaps                 Gaps: (M2) What is the current status




                                                                                                                                                                  FT
                                                of in / post-flight exercise                                                                                                                                              Validate/update SFHSS cardiovascular
                                                performance capability? (CV2) In-                                                                                                                                         standard



    – Has buy-in from projects and
                                                                                                                                                                                                                            (1) CM to mitigate risk
                                                flight and immediate post-flight VO2                                                                                                                      YES




                                                                                                                                                               RA
                                                max is unknown.                                                         Validate/                                                          Flight Validation                                   (1) Inform mission
                                                                                                                          update YES           Improved CM Studies
                                                                                                                                                                                                Studies              NO               ops
                                                          Hypovolemia Studies                                            SFHSS
                                                ECP                                                                                                                                                            Is VO2 Max protected for Mars

       scientific lab personnel
                                                                                        VO2 Max Studies                       CV                                                  Select best CM
                                                          (Directed Study)                                                                  NO                                                                 transit?
                                                                                                                        standard




                                                                                                                                                             D
                                                          ISS VO2 Max SMO           Prep Test/                                             Is current CM
                                                ECP                                 Train Crew
                                                                                                        ISS Test N=12 ISS Crew             protective?
                                                          (Directed Study)



                                                                                                                                                                                                                                                                      1



National Aeronautics and Space Administration                        Adapting Project Management Practices to Research-Based Projects                                                                                                                                                                  20
Examples: Bridging the Gap Between Project
                     Management Practices and Scientific Cultures

Communication
• Barriers between Research Labs and Projects have
  been reduced due to:
    – Weekly science meetings to discuss ongoing
       Program, Project, and laboratory studies /
       findings / processes
    – Generation of “Discipline Teams” comprised of
       Project, Lab, and Ops personnel to summarize
       evidence base in a given scientific discipline
       (e.g., muscle) and advise on forward work
    – Common line reporting structure through
       Division from both Lab and Project Branches
• HRP has baselined a Science Management Plan
  and Integrated Research Plan. These have been
  vetted with the JSC science community.
• Projects each sponsored a retreat to identify a
  research path to deliver answers to the knowledge
  gaps posed in the SAT Report findings (engage
  labs as stakeholders)


 National Aeronautics and Space Administration   Adapting Project Management Practices to Research-Based Projects   21
Examples: Bridging the Gap Between Project
                     Management Practices and Scientific Cultures

    Training
    • Most BRCP Project Managers previously worked in a science
      field and were trained in project management skills
        – BRCP Branch underwrote project management training
           classes held on-site at JSC
        – Contractor project staff are required to take Kepner-Tregoe*
           project management training.
        – Many contractor and civil servant project managers are
           PMP-certified by the Project Management Institute
        – Enables tailoring of project management techniques to
           specific research environment
    • BRCP participated in the development of the NASA competency
      model for project management




    *recognized by the Project Management Institute


National Aeronautics and Space Administration         Adapting Project Management Practices to Research-Based Projects   22
Examples: Bridging the Gap Between Project
                     Management Practices and Scientific Cultures
                                                   ID                                    Process Description
                                                        Process for HRP/Element management approval/”go ahead” to implement recommendations
 Processes                                      PR-1
                                                        from the Programmatic Review Small Assessment Team by Projects (and impact to current
                                                        Project activities)

 • BRCP Branch led efforts to                   PR-2    Flight experiment selection/approval process
                                                        Process for obtaining and documenting official SLSD/HRP Position on Constellation inputs
   identify needed Program                      PR-3    (CxP requirements, Tiger Team findings, etc.)

   processes that will facilitate                       Process for request, review and approval of changes in funded investigation PI, CO-I, funding
                                                PR-4    level, period of performance.
   application of project                               Process and criteria for determining if and what level of peer review/NAR is needed for Project
                                                PR-5    sponsored activities
   management practices / tools to                      Directed study proposal review process (sequence of panel reviews: Project CB, Element CB,
                                                PR-6    CPHS, SMP, NAR, etc.) – board order and criteria for going to each?
   research studies                                     Processes for procurement of research information (studies, tests, investigations, etc.) and
                                                PR-7    guideline criteria for selection of procurement vehicle (AO, NRA, RFP, RFQ).
 • Processes will ensure a                              Criteria/process for using Wyle/BCC, Directed, and/or solicited routes to answer Project
                                                        science needs (assumed to be at the discretion of the Project team, yet will HRP management
   standardized approach for                    PR-8
                                                PR-9
                                                        be upset if we are heavily using non-competitive processes?)
                                                        Project NAR Selection Process and NAR Operating Procedures
   implementation of project                    PR-10   Criteria for raising decision to next higher level (Project, element, program)

   management and research                      PR-11
                                                        Process for preparing, reviewing and selecting study proposals or concepts received (from any
                                                        source) that were not solicited by the project
   activities                                           Process for obtaining SD buy-in to SK Project findings and recommendations for flight
                                                        countermeasures (e.g., after CM flight validation, how is an idea handed over to Ops. for
                                                PR-12   implementation and what does this package need to contain to for SD to review?)
 • Project Managers and scientists                      Process for updating OCHMO Standards: Human Health & Performance Fitness for
                                                PR-13   Duty/Permissible Exposure Limits Standards
   had significant input to science-            PR-14   Process for updating OCHMO Standards/Habitability standards
                                                PR-15   Criteria/process to document lessons learned within the Element/Program.
   related processes (e.g., PR-5)
 • Scientists and Project Managers              PR-16   Process and criteria for preparing a BCD to move funding

   had significant input to                     PR-17   Process to identify and obtain inputs from stakeholders (outside HRP)

   management processes                         PR-18   Process to issue "Select for Flight" Directive to allow ISSMP implementation


                                                                                                                Processes impacting science


National Aeronautics and Space Administration                   Adapting Project Management Practices to Research-Based Projects                   23
Progress and Forward Work


  Accomplishments:
  • Acknowledged challenges with managing research activities and differences in doing
    business
  • Established an integrated Project Manager / Project Scientist leadership team for each
    BRCP Project
  • Engaged scientific colleagues as stakeholders in project needs
     – Identified forums to improve communication of project needs with the NASA science
        community
     – Generated and implemented science documentation and tools, created jointly with
        inputs from science and project management personnel

  Ongoing challenges:
  • Applying risk management to scientific activities (risks that we can control and manage)
  • Laying out project science activities in a schedule that clearly identifies a critical path
  • Using project management techniques / tools and agreements with the greater research
    community
  • Defining results reporting strategies to maximize project use of science findings



National Aeronautics and Space Administration       Adapting Project Management Practices to Research-Based Projects   24
Perspective #2
    • Challenges and actions related to transitioning programmatic
      technical content to applied research with high operational
      relevance




National Aeronautics and Space Administration   Adapting Project Management Practices to Research-Based Projects   25
Bridging the Gap
                                  An Operationally-Driven Approach to Science


• Project management is a way of thinking and behaving, rather than just a way of
  analyzing and presenting data
• The key is to apply scientific methods to operational problems. Applied research is very
  relevant when tied in via an operationally-driven approach.
• An operationally-driven approach:
        1. Independently understand the operations and the science before bringing them
           together
        2. Identify how the operations need to be improved and establish your stakeholders
        3. Then, define the products you will deliver to your stakeholders that meet their needs
        4. Finally, determine what science is needed to reach those products
        5. Conduct the science using project management as a tool to deliver your product on-
           budget and on-time



National Aeronautics and Space Administration             Adapting Project Management Practices to Research-Based Projects   26
Keep Operations involved in all phases
                                   of the project management life cycle

                                                          Initiation
                                                    define project / research
                                                   around operational needs



                                                                                                              Planning
                          Closeout                                                      focus science requirements on
        include stakeholders (users) in                                              operational needs and / or established
         generation of lessons learned                                                 decrements; include stakeholders
                                                                                               who will be users




                                         Control
               involve stakeholders (users) to                                                      Execution
           ensure project changes do not adversely                               implement research according
               affect proposed operations, and                               to accepted scientific standards; keep
              operational changes do not make                                   stakeholders (users) informed of
                    project efforts obsolete                                        progress on project tasks


National Aeronautics and Space Administration                           Adapting Project Management Practices to Research-Based Projects   27
Maintaining scientific validity despite an
                                 emphasis shift to operational relevance

    • HRP undergoing Institute of Medicine (IOM)
      review of program-level physiological risks
      and evidence base (early 2008)
    • Projects undergo annual technical review
    • Projects can use technical subject matter
      experts (science discipline teams, external
      merit review) to establish scientific validity of
      research studies
    • Peer-reviewed publication of study results
      further validates the scientific methods used
      for data collection and analysis
    • HRP documenting scientific merit review
      process for new procurements
        – Establishes necessary review for each
           study type



National Aeronautics and Space Administration             Adapting Project Management Practices to Research-Based Projects   28
Example #1: EPSP
                        EVA Physiology, Systems, and Performance Project
 Customer: Constellation Program EVA Office, Level IV, Suits

                               Physiological / Performance Risk
               Risk of compromised EVA performance and crew health
                         due to inadequate EVA suit systems




                                    Requirement / Gap: (EPSP1)
       What parameters of EVA suit design affect human performance?




                                                   Tasks:
            Series of studies in analogue environments to evaluate suit
           weight, mass, center of gravity (CG), pressure, biomechanics
                                    and mobility




                                                Deliverables:
                      Recommendations for suit mobility requirements,
                      optimal suit weight, pressure, CG and kinematics

National Aeronautics and Space Administration                    Adapting Project Management Practices to Research-Based Projects   29
Example #2: ECP
 Exercise Countermeasures Project: Critical Mission Task Assessments
Customer: Constellation Program
                             Physiological / Performance Risk
         Risk of impaired performance due to reduced muscle mass,
       strength and endurance; Risk of reduced physical performance
                  capabilities due to reduced aerobic capacity



                                       Requirement / Gap: (M4)
                What is the physiologic cost to complete Lunar Sortie
                             and Lunar Outpost tasks?



                                                   Tasks:
          Assessment of strength and aerobic demands of physically-
             challenging lunar tasks such as vehicle egress, suit
             ingress/egress, 10 kilometer suited ambulation, etc.



                                                Deliverables:
         Requirements for lunar exercise countermeasures that meet
         crew performance needs within the constraints of the vehicle
                                 and habitat

National Aeronautics and Space Administration                    Adapting Project Management Practices to Research-Based Projects   30
Progress and Forward Work



    Accomplishments:
    • Identifying stakeholders
    • Recognizing different perspectives of stakeholders
    • Defining operational needs


    Ongoing challenge:
    • Engaging operations personnel in program / project planning and activities




National Aeronautics and Space Administration                 Adapting Project Management Practices to Research-Based Projects   31
Conclusion
    • Project management is a valuable tool for managing research based projects
             – A structured approach to managing research projects protects scientific creativity
             – Common language encourages communication and team effectiveness
             – Ambiguity does not inhibit good project management, but lack of project
               management ensures ambiguity
    • We have made a number of successful investments with regard to project
      management
             – But more work is required




National Aeronautics and Space Administration            Adapting Project Management Practices to Research-Based Projects   32
Forum questions and discussion
    • Any questions? Thoughts? Suggestions?



    • Recap of ongoing challenges:
             – Making the most of legacy studies
             – Establishing process to start new project-
               directed studies
             – Handling concurrent document development
             – Applying risk management to scientific
               activities
             – Laying out schedules that yield clear critical
               path for project science activities
             – Using project management techniques with
               the greater research community
             – Defining results reporting strategies
             – Engaging operations personnel in planning
               and activities



National Aeronautics and Space Administration                   Adapting Project Management Practices to Research-Based Projects   33
National Aeronautics and Space Administration   Adapting Project Management Practices to Research-Based Projects   34

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Carol.mullenax

  • 1. National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects Presenting Authors: Carol Mullenax, PhD, PE, PMP – Bastion Technologies, Inc. Linda Loerch – NASA JSC Nicholas Skytland – NASA JSC Contributing Authors: Patricia Bahr – NASA JSC Tacey Baker, PMP – Wyle Barbara Corbin, PMP – NASA JSC Kraig Keith – Lockheed Martin John Love – NASA JSC Robert Myers – Wyle Bradley Rhodes – NASA JSC Stephen Stranges, PMP – Wyle www.nasa.gov
  • 2. Session outline • Overview • Perspective #1 – teaming scientists with project managers • Perspective #2 – transitioning technical content to applied research with operational relevance • Conclusion • Forum questions and discussion National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 2
  • 3. Overview • Background and general information to set the stage National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 3
  • 4. Congratulations – you’ve been assigned as the project manager for a research-based project! • Research-based or research- enabling projects can present unique project management challenges due to: – Organization – Culture – Environment – Technical content Edvard Munch's Scream detail (1893), National Gallery, Oslo. National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 4
  • 5. So who are we, and why are we here? • Authors represent several projects in the Human Research Program (HRP) – Created in 2005, managed out of JSC, formed to focus research toward enabling the Vision for Space Exploration » HRP’s Critical Path explicitly includes science research • Biomedical Research and Countermeasures Projects (BRCP) Branch was created after initial formation of the Program / Element / Project structure – Goal is to provide consistency in application of project management » Develops and manages project managers and project management core competencies • We have experienced the normal “growing pains” of starting up a new Program • The intent of this talk is to: – Discuss the specific challenges of managing science research – Present some of the actions taken to address these challenges – Discuss potential solutions where we have remaining challenges National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 5
  • 6. Projects contained within BRCP and represented by the authors (In alphabetical order) • EVA Physiology, Systems and Performance (EPSP) Project • Exercise Countermeasures Project (ECP) • Flight Analogs Project (FAP) • ISS Medical Project (ISSMP) • Non-Exercise Physiological Countermeasures (NxPCM) Project • Space Radiation Project (SRP) Additional information available at http://sk.jsc.nasa.gov/sk211/ National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 6
  • 7. Why use project management for research-based projects? Criteria for use of Applicable to Benefit of project management project management[1] NASA research? Allows better planning / Unfamiliarity coordinating of one-of-a-kind undertakings Allows management across Magnitude of effort functional / disciplinary boundaries Provides flexibility and diversity to Changing environment deal with changing goals and opportunities Allows better linkage / coordination both within organization and with Interrelatedness outside subcontractors, vendors, and customers Provides increased planning and Risk to Organization control [1] Cleland DI, King WR. Systems Analysis and Project Management (3rd Edition). New York: McGraw-Hill College, 1983, pg 259. National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 7
  • 8. Alignment of project and line organizational structures Programmatic Line • Full-time NASA Project Manager assigned – Reports to Program Element Manager (programmatic) and BRCP Branch Chief (line) Program Directorate • Project Scientist as technical lead (NASA or contractor) – Reports to Program Element Scientist Program Element Division (programmatic) and Biomedical Research & Operations Laboratories Branch Chief (NASA line) • Contractor support Project Branch – Heavily involved in project life cycle – Proportion of overall project labor force varies by project Strong matrix organization (as defined by PMBOK)[2] – Programmatic issues handled from Project through Program Element (if applicable) to Program – Personnel / facilities issues handled through Branch to Division to Directorate » Multi-Center implementation / support » Multiple paths possible – Organizational overlap: some Program Element Managers are also Division Chiefs [2] A Guide to the Project Management Body of Knowledge (PMBOK Guide 2000 Edition). Newton Square, PA: Project Management Institute, 2000, pg 20. National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 8
  • 9. Pros and cons of strong matrix organizations • Advantages of strong matrix organization[3] – Provides needed technical expertise and physical resources – Ensures currency in technical field of specialization – Provides workforce stability in long-term operations – Gives priority to project through dedicated project organization – Allows easier balance of schedule and resource requirements across several projects • Challenges implementing strong matrix with resource-limited organization[3] – Divided allegiance when setting priorities among projects using same resource – Increased communication needs (functional versus project, lateral versus vertical) – Confusion caused by multiple reporting paths (functional and project) [3] Nicholas JM. Project Management for Business and Engineering: Principles and Practice (Second Edition). San Diego: Elsevier Butterworth-Heinemann, 2004, pg 444-7. National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 9
  • 10. Shift in NASA human research Prior to 2004 Current Available funding More $$$ Less $$$ Research selection Operational impact Science merit criteria and science merit Where science selected HQ Locally Science managed by Lab Element & Project Driver for science Science interest Crew performance decrement Multidisciplinary, Research focus Discipline-specific product-specific Narrowly focused on specific Research goals Broadly related to space objectives or questions Nature of contractor Level of effort Completion form support Research management Portfolio-based Product-based National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 10
  • 11. Challenge: Incorporating legacy research • Existing NASA research portfolio was reviewed for content and relevance as part of Exploration Systems Architecture Study (ESAS) – Selected grants were assigned to an HRP project • Grants may only partially address project requirements • Grants have minimal reporting requirements; projects have little leverage to manage technical, cost, and schedule post- award • Funding for legacy research is part of start-up cost for new program • NASA scientists seek operationally relevant findings from legacy study results • Still need to better understand the research being done, the data available, the nature of ongoing studies, and how to link past and present research with future needs National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 11
  • 12. Challenge: Determining future research content • New studies are more “project-directed”, limited by resource and schedule constraints Study type Available expertise Focus Timeline Highly Project-conducted In-house Immediate operational Near-term or Intramurally-solicited In-house unique immediate Limited in-house or Open call Long-term significant external • HRP technical success depends upon products from research not directly controlled by NASA – National Space Biomedical Research Institute (NSBRI) » Cooperative research partner to NASA » Conducts its own research solicitations with separate funding » Independently selects research to fund • Process for initiating project-directed studies remains unset • Still need clear, consistent guidelines to ensure research quality of the Program National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 12
  • 13. Challenge: Concurrent development of documentation • Science requirements – Program effort: science discipline review » Generated physiological risks and knowledge gaps – Element effort: Small Assessment Team (SAT) » Prioritized knowledge gaps – Project efforts: retreats held after initial gap allocation » Significant outcome of retreats: paths to deliverables – Still need configuration-controlled assignment of gaps to projects – Still need agreed-upon method for closing gaps • Current NPR 7120 does not address “hybrid” projects – BRCP projects are not all portfolio, or all flight hardware • Some documentation is still in development – Must update existing documents as new higher-level documentation is baselined National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 13
  • 14. Two perspectives on implementing project management for research • How it affects the researcher • How it affects the science National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 14
  • 15. Perspective #1 • Challenges and actions related to teaming science personnel with project managers National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 15
  • 16. Examples of Feedback from Science Colleagues About Traditional Project Management Techniques • Technical: Until I know the outcome of one study, I cannot tell you what the next step will be. • Schedule: How can I give you an accurate schedule when I don’t know how quickly test subjects will be recruited or how many will drop out before the study is done? • Cost: I cannot give you an accurate labor cost because I’m not sure who will complete the data collection, my senior scientist of 10 years or my new hire out of college – it depends on who is available! • OVERALL: Science is not like building a widget – you cannot develop requirements for a project or research study and then track progress, budget or schedule without a large margin of error. Project management cannot be applied to research-based activities. Project teams need to find a middle ground. Project management techniques must be adapted to the unique environment of research. National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 16
  • 17. The cultural challenge: different viewpoints Scientists Project Managers Flight Surgeons (Ops) Motivation Driven by questions Driven by requirements Driven by current best practice Change is good – Change is bad – Change is good only if proven View of follow the path where it adds risk to budget and to decrease a known hazard change the science leads schedule to acceptable risk levels Investigate specific Approach to pieces of the problem Need an integrated answer Prevent or treat medical or problem (to enhance power of to solve the problem occupational hazards solving research) Crew health and performance, Number of publications, Measure of Delivery of quality product reduced incidence and amount of research success funding within schedule and budget severity of hazards, mission success Perceive Scientist as required Perceive most research as Perceive Project for project technical success having poor ops relevance Manager as obstacle to Perceptions scientific success Perceive Flight Surgeon as Perceive research should only of others needed to provide address uncontrolled Perceive Flight Surgeon concurrence on ops operational hazards with as unscientific relevance unacceptable risk National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 17
  • 18. The Challenge How do you effectively implement project management techniques and tools in a technical environment previously unfamiliar with project management practices? Requires: 1. Consistent and active management support across the matrix organization 2. Demonstration to scientific colleagues of the “value added” when adopting project management practices 3. Scientist buy-in of their critical role in project success 4. Clear communication of project needs and research expectations from Project Manager / Project Scientist teams National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 18
  • 19. Examples: Bridging the Gap Between Project Management Practices and Scientific Cultures Organizational • Project Managers, Project Scientists, and intramural research scientists share common management structure – BRCP Branch and Lab Branch personnel report to same Division management • Project Manager and Project Scientist comprise the leadership team assigned to each project – Project Manager: authorized and responsible for project execution – Project Scientist: responsible for research content and direction of the project » May also perform active research (conflict of interest safeguards) National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 19
  • 20. Examples: Bridging the Gap Between Project Management Practices and Scientific Cultures Major Milestone/ Major Decision HRP PRD Requirement: 4.1.5, 5.1.4, 5.2.3, 5.3.3 Updating Informing CM Informing CxP Health Stds Missions Ops Event/Accomplishment Point Element: HHC FY’08 FY’09 FY’10 FY’11 FY’12 FY’13 FY’14 FY’15 FY’16 FY’17 FY’18 FY’19 FY’20 FY’21 FY’22 FY’23 FY’24 FY’25 ISS & Shuttle 6 Crew Capability Shuttle Retired End of US Commitment SRR Human Lunar Return Program Level Lunar Architecture Baseline PDR CDR Loss of Mars Analog Transit Orion PDR CDR Initial Ops (Orion) Constellation Technical PDR-suit1 CDRsuit1 EVA Suit SRR-suit2 PDR-suit2 CDR-suit2 Lander PDR-init cap PDR CDR Mission Operations CDR-init cap SRRPDR CDR Supports missions ops definition • BRCP Branch led research requirements Risk of Impaired Performance Due to Reduced Muscle Mass, Strength and Endurance Gap: (M1) Current state of knowledge 1 development and flow-down ECP on exercise Knowledge compilation (1) Validate/update SFHSS muscle YES standard – Performance risks = Gaps: (M7-9) Exercise volumes, regimens, equipment Are protocols optimized? ISS Optimization/Validation Studies Improved muscle measures NO (1) Validated exercise prescription CM (1) Inform mission ops that protocol optimized (B15) Can exercise provide Program Element requirements = loads to stimulate bone formation? Can protocol be optimized? YES Project objectives (1) Inform mission ops that protocol Optimization activities- Bed Rest Optimization Solicit optimized Improved muscle measures NO FT ECP exercise prescription and muscle measures (NRA) – Knowledge gaps = RA Gap: (SM7) Integrated post-flight functional task performance test (1) Validate/update SFHSS muscle Project requirements standard (1) Validated CM to mitigate risk D STS/ISS FTT to Monitor CM Efficacy N=12 ECP Functional Task Test (Directed Study) Bed Rest FTT to Monitor CM Efficacy • BRCP Branch played an integral role in ECP Factors of Influence Studies (Directed Study) 1 the development of Program Element HRP PRD Requirement: 4.1.1, 5.1.4, 5.2.3, 5.3.3 Updating Health Stds Informing Missions Ops CM Informing CxP Major Milestone/ Event/Accomplishment Major Decision Point Element: HHC research plans ISS & Shuttle Program Level FY’08 FY’09 FY’10 FY’11 FY’12 FY’13 FY’14 FY’15 FY’16 FY’17 FY’18 FY’19 FY’20 FY’21 FY’22 FY’23 FY’24 FY’25 6 Crew Capability Shuttle Retired SRR PDR CDR End of US Commitment Human Lunar Return Sample excerpts Lunar Architecture Baseline Loss of Mars Analog Transit – Summarizes deliverables from Orion PDR CDR Initial Ops (Orion) Constellation PDR-suit1 CDRsuit1 EVA Suit SRR-suit2 PDR-suit2 CDR-suit2 Lander PDR-init cap PDR CDR research activities Mission Operations CDR-init cap Supports missions ops definition Risk of Reduced Physical Performance Capabilities Due to Reduced Aerobic Capacity SRRPDR 1 CDR – Shows how findings from one study Gap: (M1) What is the current state of knowledge regarding exercise performance? ECP Knowledge compilation YES Validate/update SFHSS cardiovascular standard (1) CM to mitigate risk will inform subsequent research Gaps: (M7-9) Exercise Prescription Optimization/Validation Studies NO (1) Inform mission ops that protocol optimized volumes, regimens, YES Are protocols optimized? equipment – Specifies research platforms needed ECP Optimization activities (NRA) Solicit Can protocol be optimized? Bed Rest Prescription Optimization NO (1) Inform mission ops that protocol optimized to answer knowledge gaps Gaps: (M2) What is the current status FT of in / post-flight exercise Validate/update SFHSS cardiovascular performance capability? (CV2) In- standard – Has buy-in from projects and (1) CM to mitigate risk flight and immediate post-flight VO2 YES RA max is unknown. Validate/ Flight Validation (1) Inform mission update YES Improved CM Studies Studies NO ops Hypovolemia Studies SFHSS ECP Is VO2 Max protected for Mars scientific lab personnel VO2 Max Studies CV Select best CM (Directed Study) NO transit? standard D ISS VO2 Max SMO Prep Test/ Is current CM ECP Train Crew ISS Test N=12 ISS Crew protective? (Directed Study) 1 National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 20
  • 21. Examples: Bridging the Gap Between Project Management Practices and Scientific Cultures Communication • Barriers between Research Labs and Projects have been reduced due to: – Weekly science meetings to discuss ongoing Program, Project, and laboratory studies / findings / processes – Generation of “Discipline Teams” comprised of Project, Lab, and Ops personnel to summarize evidence base in a given scientific discipline (e.g., muscle) and advise on forward work – Common line reporting structure through Division from both Lab and Project Branches • HRP has baselined a Science Management Plan and Integrated Research Plan. These have been vetted with the JSC science community. • Projects each sponsored a retreat to identify a research path to deliver answers to the knowledge gaps posed in the SAT Report findings (engage labs as stakeholders) National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 21
  • 22. Examples: Bridging the Gap Between Project Management Practices and Scientific Cultures Training • Most BRCP Project Managers previously worked in a science field and were trained in project management skills – BRCP Branch underwrote project management training classes held on-site at JSC – Contractor project staff are required to take Kepner-Tregoe* project management training. – Many contractor and civil servant project managers are PMP-certified by the Project Management Institute – Enables tailoring of project management techniques to specific research environment • BRCP participated in the development of the NASA competency model for project management *recognized by the Project Management Institute National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 22
  • 23. Examples: Bridging the Gap Between Project Management Practices and Scientific Cultures ID Process Description Process for HRP/Element management approval/”go ahead” to implement recommendations Processes PR-1 from the Programmatic Review Small Assessment Team by Projects (and impact to current Project activities) • BRCP Branch led efforts to PR-2 Flight experiment selection/approval process Process for obtaining and documenting official SLSD/HRP Position on Constellation inputs identify needed Program PR-3 (CxP requirements, Tiger Team findings, etc.) processes that will facilitate Process for request, review and approval of changes in funded investigation PI, CO-I, funding PR-4 level, period of performance. application of project Process and criteria for determining if and what level of peer review/NAR is needed for Project PR-5 sponsored activities management practices / tools to Directed study proposal review process (sequence of panel reviews: Project CB, Element CB, PR-6 CPHS, SMP, NAR, etc.) – board order and criteria for going to each? research studies Processes for procurement of research information (studies, tests, investigations, etc.) and PR-7 guideline criteria for selection of procurement vehicle (AO, NRA, RFP, RFQ). • Processes will ensure a Criteria/process for using Wyle/BCC, Directed, and/or solicited routes to answer Project science needs (assumed to be at the discretion of the Project team, yet will HRP management standardized approach for PR-8 PR-9 be upset if we are heavily using non-competitive processes?) Project NAR Selection Process and NAR Operating Procedures implementation of project PR-10 Criteria for raising decision to next higher level (Project, element, program) management and research PR-11 Process for preparing, reviewing and selecting study proposals or concepts received (from any source) that were not solicited by the project activities Process for obtaining SD buy-in to SK Project findings and recommendations for flight countermeasures (e.g., after CM flight validation, how is an idea handed over to Ops. for PR-12 implementation and what does this package need to contain to for SD to review?) • Project Managers and scientists Process for updating OCHMO Standards: Human Health & Performance Fitness for PR-13 Duty/Permissible Exposure Limits Standards had significant input to science- PR-14 Process for updating OCHMO Standards/Habitability standards PR-15 Criteria/process to document lessons learned within the Element/Program. related processes (e.g., PR-5) • Scientists and Project Managers PR-16 Process and criteria for preparing a BCD to move funding had significant input to PR-17 Process to identify and obtain inputs from stakeholders (outside HRP) management processes PR-18 Process to issue "Select for Flight" Directive to allow ISSMP implementation Processes impacting science National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 23
  • 24. Progress and Forward Work Accomplishments: • Acknowledged challenges with managing research activities and differences in doing business • Established an integrated Project Manager / Project Scientist leadership team for each BRCP Project • Engaged scientific colleagues as stakeholders in project needs – Identified forums to improve communication of project needs with the NASA science community – Generated and implemented science documentation and tools, created jointly with inputs from science and project management personnel Ongoing challenges: • Applying risk management to scientific activities (risks that we can control and manage) • Laying out project science activities in a schedule that clearly identifies a critical path • Using project management techniques / tools and agreements with the greater research community • Defining results reporting strategies to maximize project use of science findings National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 24
  • 25. Perspective #2 • Challenges and actions related to transitioning programmatic technical content to applied research with high operational relevance National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 25
  • 26. Bridging the Gap An Operationally-Driven Approach to Science • Project management is a way of thinking and behaving, rather than just a way of analyzing and presenting data • The key is to apply scientific methods to operational problems. Applied research is very relevant when tied in via an operationally-driven approach. • An operationally-driven approach: 1. Independently understand the operations and the science before bringing them together 2. Identify how the operations need to be improved and establish your stakeholders 3. Then, define the products you will deliver to your stakeholders that meet their needs 4. Finally, determine what science is needed to reach those products 5. Conduct the science using project management as a tool to deliver your product on- budget and on-time National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 26
  • 27. Keep Operations involved in all phases of the project management life cycle Initiation define project / research around operational needs Planning Closeout focus science requirements on include stakeholders (users) in operational needs and / or established generation of lessons learned decrements; include stakeholders who will be users Control involve stakeholders (users) to Execution ensure project changes do not adversely implement research according affect proposed operations, and to accepted scientific standards; keep operational changes do not make stakeholders (users) informed of project efforts obsolete progress on project tasks National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 27
  • 28. Maintaining scientific validity despite an emphasis shift to operational relevance • HRP undergoing Institute of Medicine (IOM) review of program-level physiological risks and evidence base (early 2008) • Projects undergo annual technical review • Projects can use technical subject matter experts (science discipline teams, external merit review) to establish scientific validity of research studies • Peer-reviewed publication of study results further validates the scientific methods used for data collection and analysis • HRP documenting scientific merit review process for new procurements – Establishes necessary review for each study type National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 28
  • 29. Example #1: EPSP EVA Physiology, Systems, and Performance Project Customer: Constellation Program EVA Office, Level IV, Suits Physiological / Performance Risk Risk of compromised EVA performance and crew health due to inadequate EVA suit systems Requirement / Gap: (EPSP1) What parameters of EVA suit design affect human performance? Tasks: Series of studies in analogue environments to evaluate suit weight, mass, center of gravity (CG), pressure, biomechanics and mobility Deliverables: Recommendations for suit mobility requirements, optimal suit weight, pressure, CG and kinematics National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 29
  • 30. Example #2: ECP Exercise Countermeasures Project: Critical Mission Task Assessments Customer: Constellation Program Physiological / Performance Risk Risk of impaired performance due to reduced muscle mass, strength and endurance; Risk of reduced physical performance capabilities due to reduced aerobic capacity Requirement / Gap: (M4) What is the physiologic cost to complete Lunar Sortie and Lunar Outpost tasks? Tasks: Assessment of strength and aerobic demands of physically- challenging lunar tasks such as vehicle egress, suit ingress/egress, 10 kilometer suited ambulation, etc. Deliverables: Requirements for lunar exercise countermeasures that meet crew performance needs within the constraints of the vehicle and habitat National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 30
  • 31. Progress and Forward Work Accomplishments: • Identifying stakeholders • Recognizing different perspectives of stakeholders • Defining operational needs Ongoing challenge: • Engaging operations personnel in program / project planning and activities National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 31
  • 32. Conclusion • Project management is a valuable tool for managing research based projects – A structured approach to managing research projects protects scientific creativity – Common language encourages communication and team effectiveness – Ambiguity does not inhibit good project management, but lack of project management ensures ambiguity • We have made a number of successful investments with regard to project management – But more work is required National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 32
  • 33. Forum questions and discussion • Any questions? Thoughts? Suggestions? • Recap of ongoing challenges: – Making the most of legacy studies – Establishing process to start new project- directed studies – Handling concurrent document development – Applying risk management to scientific activities – Laying out schedules that yield clear critical path for project science activities – Using project management techniques with the greater research community – Defining results reporting strategies – Engaging operations personnel in planning and activities National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 33
  • 34. National Aeronautics and Space Administration Adapting Project Management Practices to Research-Based Projects 34