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SWE ‘12 NATIONAL
CONFERENCE
Jill Almaguer, PE, MBA, PMP
Carla Fair-Wright, PMP, CSQE
Strategies for Successful
Engineering Management
 Learning Objectives
 Introductions
 Experiential Learning
 Q&A
 Evaluation
Agenda
LEARNING OBJECTIVES
 To understand the importance of Project Management
 Provide tools and techniques to improve the overall management
of a project
 Help participants manage projects more efficiently & effectively
 Share lessons learned and best practices
JILL ALMAGUER, PE, MBA, PMP
 Registered Professional Engineer in Texas for over 20 years (B.S. in
Bioengineering from TAMU)
 Managed large projects at HP, Agilent Technologies, Texas Medical
Center, Harris Health System, SWE
 Experience in healthcare, IT, telecom, semi-conductors, education,
energy
 Adjunct Faculty, DeVry University
 Certified Project Management Professional, member PMI
 President, Society of Women Engineers Houston Area Section
CARLA FAIR-WRIGHT, PMP, CSQE
 President and CEO, Optimal Consulting LLC
 Certified Software Engineer over 20 years (B.S. in Computer
Science)
 Managed projects for Shell, BP, Pitney Bowes, CNPC, USAF,
Cameron, SWE
 Experience in IT, Reliability Maintenance, EAM, public safety,
energy
 Certified Project Management Professional
 Past President, Society of Women Engineers Houston Area
Section
© 2009 SOUTH-W ESTERN, CENGAGE LEARNING
Slide
1-6
Factors Constraining Project Success
Challenges of Engineering Projects
The complexity of large engineering projects has led to the
abandonment of many expensive projects and led to highly impaired
implementations in other cases.
Yaneer Bar-Yam, New England Complex Systems Institute
•Constraints and
Dependencies
•People and Technology
•Evolutionary Process
What Is Project Success?
R. Ryan Nelson, University of
Virginia
Obstacles to Effective Leadership
Personal agenda
Micromanaging
Failure to act
Fear and self
doubt
Leadership Models
 Leading and Directing: Staff training, supervising, delegating,
motivating, counseling and coordinating
 Planning: Deciding what needs to happen in the future (today, next
week, next month, next year, over the next five years, etc.) and
generating action plans
 Organizing and Staffing: making optimum use of resources required
to successfully implement plans including structure and job analysis,
recruitment, and hiring for appropriate jobs
 Controlling: Checking progress against plans
4 Functions of Management vs. Project Management
Planning is an essential part of project management.
The project plan is a roadmap with milestones.
The first step is to define the project objective (destination or deliverable).
The objective must be specific, measurable, attainable, realistic and time
bound (SMART).
The objective is usually defined in terms of scope, schedule and cost.
The project objective should be clear and concise and agreed to by the team
and sponsor at the beginning of the project.
Develop a baseline plan:
Divide and subdivide the project
Define the specific activities to be performed
Graphically portray the activities in a network diagram
Make a time estimate for how long it will take to complete each activity
Make a cost estimate for each activity
Calculate a project schedule and budget.
Determine if project can be accomplished within time, funds, and available
resources.
Planning
© 2009 SOUTH-W ESTERN, CENGAGE LEARNING
Slide
1-13
ORGANIZING AND STAFFING: Project Life Cycle Effort
Monitor progress :
Measure actual progress; compare it to planned progress
Track which activities have been started and/or completed & when
How much money has been spent
Compare on a timely and regular basis
Take corrective action to get back on track
A regular reporting period should collect:
Data on actual performance
Information on any changes in scope, schedule, and budget
Data should be collected and used to update the schedule and budget
Compare updated schedule and budget to the baseline and analyze
Shorter the reporting period, better the chances of identifying problems
early and taking effective corrective actions
Controlling the Project
SOURCE: HTTP://WWW.MY-PROJECT-MANAGEMENT-EXPERT.COM/PROJECT-MANAGEMENT-
MATURITY-MODEL.HTML
 The Project Management Maturity Model (PMMM) has five levels.
 Level 1: Common Language
 Level 2: Common Processes
 Level 3: Singular Methodology
 Level 4: Benchmarking
 Level 5: Continuous Improvement
Project Management Maturity Model
Project vs. Matrix Teams (Leadership)
Define roles and responsibilities clearly
Agreement between the functional and
project manager on roles and
responsibilities
Shared performance goals and metrics
Common Problems in Project Teams
Lencioni's Five Dysfunctions of a Team
1. Absence of trust
2. Fear of conflict
3. Lack of commitment
4. Avoidance of team accountability
5. Inattention to team objectives
The Role of the Project Manager
•Focus on collective Outcomes
•Confront Difficult Issues
•Force clarity and closure
•Mine for conflict
•Go First
Effective Global Teams / Virtual Teams
Challenges
•Differences in Work
Norms and Behaviors
•Violations of Respect
and Hierarchy
•Fluency (accents and
vocabulary)
RESPONSIBILITY MATRICES
 Responsibility Matrix (RM)
 Also called a linear responsibility chart.
 Summarizes the tasks to be accomplished and who is responsible for what on
the project.
 Lists project activities and participants.
 Clarifies critical interfaces between units and individuals that need coordination.
 Provide an means for all participants to view their responsibilities and agree on their
assignments.
 Clarifies the extent or type of authority that can be exercised by each participant.
COPYRIGHT © 2006 THE MCGRAW -HILL
COMPANIES. ALL RIGHTS RESERVED.
McGraw-
Hill/Irwin
4–20
RESPONSIBILITY MATRIX FOR THE CONVEYOR BELT
PROJECT
COPYRIGHT © 2006 THE MCGRAW -HILL
COMPANIES. ALL RIGHTS RESERVED.
McGraw-
Hill/Irwin
4–21
FIGURE 4.10
HTTP://WWW.WIZIQ.COM/TUTORIAL/16-INTRODUCTION-TO-SCRUM-AGILE-PROJECT-MANAGEMENT
Coined in 2001 by the Agile Manifesto
Used primarily in software development projects
The premise of the Agile method is that a team of cross-
functional professionals works closely together to develop, test,
and implement the software in small steps called iterations. The
iterations are short in time and may last only a day, a week, or a
month. In the Agile process, the project team is focusing on just
getting a small component of the larger project completed and
then moving on to the next iteration.
The management of the project is different from traditional
scheduling methods in that a project manager isn’t scheduling
out the entire project at the outset. Typically, activities have
dependencies and don’t start until one activity has ended.
The Agile Process
Next Steps
 Please fill out online evaluation for session
 Thank you for coming and hope you enjoy WE ‘12 in Houston!
 FY13 SWE Houston Area Section Theme: A Year of ENRG -
Encourage Networking Recognition and Growth
 Next SWE Houston Area activities:
 November - Professional Development meeting at BP
 December – Ten Thousand Villages Holiday Networking Fundraiser
Please visit us at
SWEHouston.org
or
Stop by the Houston Area
Section Table at the SWE
Boutique
Jill Almaguer, PE, MBA, PMP, President@SWEHouston.org
Carla Fair-Wright, PMP, CSQE, fair@opc-houston.com

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Strategies for successful_engineering_management

  • 1. SWE ‘12 NATIONAL CONFERENCE Jill Almaguer, PE, MBA, PMP Carla Fair-Wright, PMP, CSQE Strategies for Successful Engineering Management
  • 2.  Learning Objectives  Introductions  Experiential Learning  Q&A  Evaluation Agenda
  • 3. LEARNING OBJECTIVES  To understand the importance of Project Management  Provide tools and techniques to improve the overall management of a project  Help participants manage projects more efficiently & effectively  Share lessons learned and best practices
  • 4. JILL ALMAGUER, PE, MBA, PMP  Registered Professional Engineer in Texas for over 20 years (B.S. in Bioengineering from TAMU)  Managed large projects at HP, Agilent Technologies, Texas Medical Center, Harris Health System, SWE  Experience in healthcare, IT, telecom, semi-conductors, education, energy  Adjunct Faculty, DeVry University  Certified Project Management Professional, member PMI  President, Society of Women Engineers Houston Area Section
  • 5. CARLA FAIR-WRIGHT, PMP, CSQE  President and CEO, Optimal Consulting LLC  Certified Software Engineer over 20 years (B.S. in Computer Science)  Managed projects for Shell, BP, Pitney Bowes, CNPC, USAF, Cameron, SWE  Experience in IT, Reliability Maintenance, EAM, public safety, energy  Certified Project Management Professional  Past President, Society of Women Engineers Houston Area Section
  • 6. © 2009 SOUTH-W ESTERN, CENGAGE LEARNING Slide 1-6 Factors Constraining Project Success
  • 7. Challenges of Engineering Projects The complexity of large engineering projects has led to the abandonment of many expensive projects and led to highly impaired implementations in other cases. Yaneer Bar-Yam, New England Complex Systems Institute •Constraints and Dependencies •People and Technology •Evolutionary Process
  • 8. What Is Project Success? R. Ryan Nelson, University of Virginia
  • 9. Obstacles to Effective Leadership Personal agenda Micromanaging Failure to act Fear and self doubt
  • 11.  Leading and Directing: Staff training, supervising, delegating, motivating, counseling and coordinating  Planning: Deciding what needs to happen in the future (today, next week, next month, next year, over the next five years, etc.) and generating action plans  Organizing and Staffing: making optimum use of resources required to successfully implement plans including structure and job analysis, recruitment, and hiring for appropriate jobs  Controlling: Checking progress against plans 4 Functions of Management vs. Project Management
  • 12. Planning is an essential part of project management. The project plan is a roadmap with milestones. The first step is to define the project objective (destination or deliverable). The objective must be specific, measurable, attainable, realistic and time bound (SMART). The objective is usually defined in terms of scope, schedule and cost. The project objective should be clear and concise and agreed to by the team and sponsor at the beginning of the project. Develop a baseline plan: Divide and subdivide the project Define the specific activities to be performed Graphically portray the activities in a network diagram Make a time estimate for how long it will take to complete each activity Make a cost estimate for each activity Calculate a project schedule and budget. Determine if project can be accomplished within time, funds, and available resources. Planning
  • 13. © 2009 SOUTH-W ESTERN, CENGAGE LEARNING Slide 1-13 ORGANIZING AND STAFFING: Project Life Cycle Effort
  • 14. Monitor progress : Measure actual progress; compare it to planned progress Track which activities have been started and/or completed & when How much money has been spent Compare on a timely and regular basis Take corrective action to get back on track A regular reporting period should collect: Data on actual performance Information on any changes in scope, schedule, and budget Data should be collected and used to update the schedule and budget Compare updated schedule and budget to the baseline and analyze Shorter the reporting period, better the chances of identifying problems early and taking effective corrective actions Controlling the Project
  • 15. SOURCE: HTTP://WWW.MY-PROJECT-MANAGEMENT-EXPERT.COM/PROJECT-MANAGEMENT- MATURITY-MODEL.HTML  The Project Management Maturity Model (PMMM) has five levels.  Level 1: Common Language  Level 2: Common Processes  Level 3: Singular Methodology  Level 4: Benchmarking  Level 5: Continuous Improvement Project Management Maturity Model
  • 16. Project vs. Matrix Teams (Leadership) Define roles and responsibilities clearly Agreement between the functional and project manager on roles and responsibilities Shared performance goals and metrics
  • 17. Common Problems in Project Teams Lencioni's Five Dysfunctions of a Team 1. Absence of trust 2. Fear of conflict 3. Lack of commitment 4. Avoidance of team accountability 5. Inattention to team objectives
  • 18. The Role of the Project Manager •Focus on collective Outcomes •Confront Difficult Issues •Force clarity and closure •Mine for conflict •Go First
  • 19. Effective Global Teams / Virtual Teams Challenges •Differences in Work Norms and Behaviors •Violations of Respect and Hierarchy •Fluency (accents and vocabulary)
  • 20. RESPONSIBILITY MATRICES  Responsibility Matrix (RM)  Also called a linear responsibility chart.  Summarizes the tasks to be accomplished and who is responsible for what on the project.  Lists project activities and participants.  Clarifies critical interfaces between units and individuals that need coordination.  Provide an means for all participants to view their responsibilities and agree on their assignments.  Clarifies the extent or type of authority that can be exercised by each participant. COPYRIGHT © 2006 THE MCGRAW -HILL COMPANIES. ALL RIGHTS RESERVED. McGraw- Hill/Irwin 4–20
  • 21. RESPONSIBILITY MATRIX FOR THE CONVEYOR BELT PROJECT COPYRIGHT © 2006 THE MCGRAW -HILL COMPANIES. ALL RIGHTS RESERVED. McGraw- Hill/Irwin 4–21 FIGURE 4.10
  • 22. HTTP://WWW.WIZIQ.COM/TUTORIAL/16-INTRODUCTION-TO-SCRUM-AGILE-PROJECT-MANAGEMENT Coined in 2001 by the Agile Manifesto Used primarily in software development projects The premise of the Agile method is that a team of cross- functional professionals works closely together to develop, test, and implement the software in small steps called iterations. The iterations are short in time and may last only a day, a week, or a month. In the Agile process, the project team is focusing on just getting a small component of the larger project completed and then moving on to the next iteration. The management of the project is different from traditional scheduling methods in that a project manager isn’t scheduling out the entire project at the outset. Typically, activities have dependencies and don’t start until one activity has ended. The Agile Process
  • 23. Next Steps  Please fill out online evaluation for session  Thank you for coming and hope you enjoy WE ‘12 in Houston!  FY13 SWE Houston Area Section Theme: A Year of ENRG - Encourage Networking Recognition and Growth  Next SWE Houston Area activities:  November - Professional Development meeting at BP  December – Ten Thousand Villages Holiday Networking Fundraiser
  • 24. Please visit us at SWEHouston.org or Stop by the Houston Area Section Table at the SWE Boutique Jill Almaguer, PE, MBA, PMP, President@SWEHouston.org Carla Fair-Wright, PMP, CSQE, fair@opc-houston.com

Editor's Notes

  1. Absence of trust—unwilling to be vulnerable within the group Fear of conflict—seeking artificial harmony over constructive passionate debate Lack of commitment—feigning buy-in for group decisions creates ambiguity throughout the organization Avoidance of accountability—ducking the responsibility to call peers on counterproductive behaviour which sets low standards Inattention to results—focusing on personal success, status and ego before team success