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Scope (Technical)
Quality
Scope (Technical)
Presented to:
American Society of
Engineering Management (ASEM)
University of Texas at Arlington
November 30, 2015
Steve Kiester
Manager, Program Performance
PMO Business Mgmt
1
PMO Business Mgmt
- Commercial Aircraft
Bell Helicopter
 Why Get Involved in Project Management?
 Overview of Project Management Concepts
 Typical Skills / Tools Utilized Typical Skills / Tools Utilized
 Considerations / General Thoughts
 Where YOU are Needed!
 Next Steps Next Steps
 Questions / Discussion
2
 Why get involved in Project Management?
◦ Like diverse people, skills and functions
P efe o king in a team en i onment◦ Prefer working in a team environment
◦ Enjoy seeing people work towards a common result
◦ Want to see something go from “idea” to reality
Project Management skills are applicable to any
i d i d
3
industry, service or endeavor
“H d f“How do we get from
here to there?”
4
 Project - A temporary endeavor to create a unique
product, service or result
 Project Management – The application of
knowledge, skills, tools and techniques to project
activities to meet the project requirementsactivities to meet the project requirements
Portfolio
Program
X
Program
Y
Project
A
Project
B
Project
C
Project
D
Project
E
Project
F
5
Project Management Processes - (5) groups:
 Initiating
 Planning Planning
 Executing
 Monitoring and Controlling
Closing Closing
Applicable for Large or Small Project
6
P t
Project Management Knowledge - (10) areas:
6) Procurement
7) Human Resources
1) Integration
2) Scope
8) Communications3) Time
9) Risk Management
10) Stakeholder
4) Cost
5) Quality )
Management
) Q y
Applicable for Large or Small Project
7
Applicable for Large or Small Project
Monitoring /
Controlling
Initiating Planning Executing Closing
Key elements of managing projects
• Indentify requirements
• Indentify, establish and maintain relationships with stakeholders
• Balance competing project constraints
• Scope
• Schedule
• Resources
• Quality
8
Schedule
• Budget
Quality
• Risks
Monitoring /
Controlling
• Control scope
• Manage risks
• Control cost / schedule
• Report progress / performance
Initiating Planning Executing Closing
• Acquire & manage team
• Perform defined tasks
• Manage stakeholder
• Develop charter
• Identify stakeholders
• Collect rqmts
• Define scope
• Final documents
• Lessons learned
Manage stakeholder
expectations
• Define & sequence activities
• Estimate activity resources
• Estimate activity durations
Define scope
• Create WBS*
* WBS
W k
y
• Plan procurement needs
• Develop integrated schedule
• Estimate costs
• Determine budgets
Good planning is critical to
a successful project
Work
Breakdown
Structure
9
g
• Identify & quantify risks
G t 6
Rqmts / Pre-Design
Gate 2Gate 1Gate 0
Gate 6
Preliminary
Design
Detail Design
Preliminary
Design
Detail Design
Gate 3 Gate 4 Gate 5
Detail Designg
– Long Lead
Detail Design– Other Parts
Order Long Lead Parts
EngrSupt (LOE)
Engr Supt (LOE)
g
– Long Lead
Detail Design– Other Parts
EngrSupt (LOE)EngrSupt
Engr Supt (LOE)Engr Supt (LOE)
Vendor Lead Time
Detail Design
Initiating
Vendor Lead Time– xy wks– FinalAssy
Mfg Planning
Tool Design
ToolFab
Vendor Lead Time– xy wks– FinalAssy
Mfg Planning
Tool Design
ToolFab
Mfg Planning
Tool Design
Tool Fab
Initiating
Planning
Executing
Monitoring &
Controlling
PartFab
Flight TestFinalAssyCabinAssy
CabinAssyParts Avail Final AssyParts Avail
CabinAssy
CabinAssy
Final Assy
Fi l A
Flight Test
Fli ht T t
Mfg Engr/ ToolDesigh& FabSupt (LOE)PartFab Part Fab
Flight TestFinalAssyCabinAssyCabinAssy
CabinAssyParts Avail Final AssyParts Avail
CabinAssyCabinAssy
CabinAssyCabinAssy
Final Assy
Fi l A
Flight Test
Fli ht T t
Mfg Engr/ ToolDesigh& FabSupt (LOE)Mfg Engr/ ToolDesigh& FabSupt (LOE)
Integration
Scope
Procurement
Human Resources
Controlling
Closing
CabinAssy
CabinAssy
CabinAssy
Final Assy
Final Assy
Final Assy– Pre-
Prod
Flight Test
Flight Test / Cert
Flight Test / Cert
Mfg Engr / ToolDesigh& Fab Supt (LOE)
CabinAssyCabinAssy
CabinAssyCabinAssy
CabinAssyCabinAssy
Final Assy
Final Assy
Final Assy– Pre-
Prod
Flight Test
Flight Test / Cert
Flight Test / Cert
Mfg Engr / ToolDesigh& Fab Supt (LOE)
Scope
Time
Cost
Quality
Human Resources
Communications
Risk Management
Stakeholder
10
Quality
Management
Complex project utilizes all processes groups &
knowledge areas
Project
Plan
Proj Sched
Integration
Scope
Time
Procurement
Human Resources
Communications
Initiating
Planning
Executing
Monitoring &
Cost
Quality
Risk Management
Stakeholder
Management
Monitoring &
Controlling
Closing
11
Simple project utilizes same processes groups &
knowledge areas
 Good understanding of processes that develop
the product, service or desired result
 Ability to investigate & learn about the product,
service or result for which you are not familiary
 Determine detail process flows as needed
 Ability to see the Big Picture
Utili t i l j t t t l Utilize typical project management tools
 Listen and communicate
12
 Develop the detailed work breakdown structure of
complex activities and form them into an integrated plancomplex activities and form them into an integrated plan
 Provide time based schedules and resource allocations
for complex plans or implementationsp p p
 Use project management techniques to perform
Industrial Engineering analyses and investigations
 Form and direct both small and large teams that work
towards a defined objective, scope & deliverables
 Perform risk analysis of various project options and
outcomes
Ref “Industrial Engineering Roles in Industry”
13
Ref Industrial Engineering Roles in Industry
Prepared by Institute of Industrial Engineers – Industry Advisory Board
 Scheduling software tools
◦ Generate logic driven tasksg
◦ Estimate task resources
◦ Manage scope baseline
◦ Conduct Critical Path Analysis
 Calculate key project management metrics
 Manage project risks Manage project risks
 Conduct schedule risk assessments
 Communicate with project / program leadership and
other team members
14
15
Integrated Master Schedule
(IMS)
Typical Skills / Tools Utilized – Scheduling Tools
16
PERT Di
17
PERT Diagrams
Program Evaluation & Review Technique
Resources Analysis
18
19
20
55
Medium Risk High Risk
LIKELIHOOD
4
3
4
3 Usually labeled as
a specific risk to:
L
55
2
1
2
1
Low Risk
* Technical
* Cost
* Schedule
HIGHMEDIUMLOW HIGHMEDIUMLOW
CONSEQUENCE
54321 54321Low Risk
Risk “Cube” standard display used almost universally
21
Risk Cube standard display used almost universally
Typical Skills / Tools Utilized –
Conduct Schedule Risks AssessmentsConduct Schedule Risks Assessments
• Schedule Risk Assessments (SRAs) allows better understand of
risk /uncertainty associated with the IMS
• SRA models the probability of achieving a particular activity
or milestone completion by a given date via Monte Carlo algorithm
• Applies “Optimistic, Most Likely & Pessimistic” durations to
Critical Path tasks and other selected tasks as required
• Most Likely Duration – current planned duration value
• Optimistic – “Best Case” Duration
• Pessimistic – “Worst Case” Duration
• Duration criteria established by scope ownerDuration criteria established by scope owner
• Yields standard set of reports (Distribution & Tornado Chart)
• Complete schedule logic / clear critical path is prerequisite
Histograms
Determines:
Th h f “ ti ”• The chance of “on time”
project completion
• Confidence levels for
specific events
More realistic schedules increase the probability that projects will
specific events
23
meet their cost, schedule and technical objectives
Tornado Charts
Duration sensitivity is a measure of the
correlation between the duration of
individual activities and the completion
of pe ified e entof a specified event
Isolates the activities most likely to cause a schedule delay or cost overrun
24
Isolates the activities most likely to cause a schedule delay or cost overrun
 Grow & develop staff members
◦ Processes tools & aircraft development knowledge◦ Processes, tools & aircraft development knowledge
◦ Who is right for which project
◦ Who would grow on a given project
 Liaison with Program / Project Managers
(people, processes, priorities, problems)
 Facilitate key program meetings Facilitate key program meetings
 Assist with utilization of project management tools across the
company… applicable to project need
(scheduling software SharePoint etc )(scheduling software, SharePoint, etc…)
 Support company bid / proposal process to capture new
business initiatives
25
 You don’t have to use all the “tools”! (…Use what’s needed)
 Don’t wait for everything to be “perfect” or all desired Don t wait for everything to be perfect or all desired
data available to proceed (hint…it will never happen)
 Be flexible to change
 Always have these thoughts in mind:
◦ What is important / critical to this project and why?p / p j y
◦ What do we really need to measure & control?
◦ Why is this project being conducted? (..the originating purpose)y p j g ( g g p p )
◦ What does completion look like? (…when are we “done”)
◦ Does this make sense? (…analysis results; next steps, etc..)
26
Ideal skills to bring into Project Management
 Ability to listen and communicate
 Holistic view of people, processes and systems
 Ability to plan / model the effort needed to bring a
desired result to fruition…and be willing to change
 Problem solving, collaboration & facilitating skills
 Willing to grow beyond your “comfort zone” Willing to grow beyond your comfort zone
 Ability to listen and communicate
27
How to get involved in Project ManagementHow to get involved in Project Management
 Offer to assist with project activities in a job / school
 Volunteer to coordinate an event
 Investigate project management related organizations Investigate project management related organizations
◦ Institute of Industrial Engineers (IIE)
◦ Project Management Institute (PMI)
◦ Green Project Management (GPM)
I t ti l P j t M t A i ti (IPMA)◦ International Project Management Association (IPMA)
 Obtain basic project management knowledge
 Envision how projects have brought things to you
j kill li bl
28
Project Management skills are applicable to any
industry, service or endeavor
QUESTIONS / DISCUSSION
29

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Essentials of Entry Level Project Management - Rev A

  • 1. Scope (Technical) Quality Scope (Technical) Presented to: American Society of Engineering Management (ASEM) University of Texas at Arlington November 30, 2015 Steve Kiester Manager, Program Performance PMO Business Mgmt 1 PMO Business Mgmt - Commercial Aircraft Bell Helicopter
  • 2.  Why Get Involved in Project Management?  Overview of Project Management Concepts  Typical Skills / Tools Utilized Typical Skills / Tools Utilized  Considerations / General Thoughts  Where YOU are Needed!  Next Steps Next Steps  Questions / Discussion 2
  • 3.  Why get involved in Project Management? ◦ Like diverse people, skills and functions P efe o king in a team en i onment◦ Prefer working in a team environment ◦ Enjoy seeing people work towards a common result ◦ Want to see something go from “idea” to reality Project Management skills are applicable to any i d i d 3 industry, service or endeavor
  • 4. “H d f“How do we get from here to there?” 4
  • 5.  Project - A temporary endeavor to create a unique product, service or result  Project Management – The application of knowledge, skills, tools and techniques to project activities to meet the project requirementsactivities to meet the project requirements Portfolio Program X Program Y Project A Project B Project C Project D Project E Project F 5
  • 6. Project Management Processes - (5) groups:  Initiating  Planning Planning  Executing  Monitoring and Controlling Closing Closing Applicable for Large or Small Project 6
  • 7. P t Project Management Knowledge - (10) areas: 6) Procurement 7) Human Resources 1) Integration 2) Scope 8) Communications3) Time 9) Risk Management 10) Stakeholder 4) Cost 5) Quality ) Management ) Q y Applicable for Large or Small Project 7 Applicable for Large or Small Project
  • 8. Monitoring / Controlling Initiating Planning Executing Closing Key elements of managing projects • Indentify requirements • Indentify, establish and maintain relationships with stakeholders • Balance competing project constraints • Scope • Schedule • Resources • Quality 8 Schedule • Budget Quality • Risks
  • 9. Monitoring / Controlling • Control scope • Manage risks • Control cost / schedule • Report progress / performance Initiating Planning Executing Closing • Acquire & manage team • Perform defined tasks • Manage stakeholder • Develop charter • Identify stakeholders • Collect rqmts • Define scope • Final documents • Lessons learned Manage stakeholder expectations • Define & sequence activities • Estimate activity resources • Estimate activity durations Define scope • Create WBS* * WBS W k y • Plan procurement needs • Develop integrated schedule • Estimate costs • Determine budgets Good planning is critical to a successful project Work Breakdown Structure 9 g • Identify & quantify risks
  • 10. G t 6 Rqmts / Pre-Design Gate 2Gate 1Gate 0 Gate 6 Preliminary Design Detail Design Preliminary Design Detail Design Gate 3 Gate 4 Gate 5 Detail Designg – Long Lead Detail Design– Other Parts Order Long Lead Parts EngrSupt (LOE) Engr Supt (LOE) g – Long Lead Detail Design– Other Parts EngrSupt (LOE)EngrSupt Engr Supt (LOE)Engr Supt (LOE) Vendor Lead Time Detail Design Initiating Vendor Lead Time– xy wks– FinalAssy Mfg Planning Tool Design ToolFab Vendor Lead Time– xy wks– FinalAssy Mfg Planning Tool Design ToolFab Mfg Planning Tool Design Tool Fab Initiating Planning Executing Monitoring & Controlling PartFab Flight TestFinalAssyCabinAssy CabinAssyParts Avail Final AssyParts Avail CabinAssy CabinAssy Final Assy Fi l A Flight Test Fli ht T t Mfg Engr/ ToolDesigh& FabSupt (LOE)PartFab Part Fab Flight TestFinalAssyCabinAssyCabinAssy CabinAssyParts Avail Final AssyParts Avail CabinAssyCabinAssy CabinAssyCabinAssy Final Assy Fi l A Flight Test Fli ht T t Mfg Engr/ ToolDesigh& FabSupt (LOE)Mfg Engr/ ToolDesigh& FabSupt (LOE) Integration Scope Procurement Human Resources Controlling Closing CabinAssy CabinAssy CabinAssy Final Assy Final Assy Final Assy– Pre- Prod Flight Test Flight Test / Cert Flight Test / Cert Mfg Engr / ToolDesigh& Fab Supt (LOE) CabinAssyCabinAssy CabinAssyCabinAssy CabinAssyCabinAssy Final Assy Final Assy Final Assy– Pre- Prod Flight Test Flight Test / Cert Flight Test / Cert Mfg Engr / ToolDesigh& Fab Supt (LOE) Scope Time Cost Quality Human Resources Communications Risk Management Stakeholder 10 Quality Management Complex project utilizes all processes groups & knowledge areas
  • 11. Project Plan Proj Sched Integration Scope Time Procurement Human Resources Communications Initiating Planning Executing Monitoring & Cost Quality Risk Management Stakeholder Management Monitoring & Controlling Closing 11 Simple project utilizes same processes groups & knowledge areas
  • 12.  Good understanding of processes that develop the product, service or desired result  Ability to investigate & learn about the product, service or result for which you are not familiary  Determine detail process flows as needed  Ability to see the Big Picture Utili t i l j t t t l Utilize typical project management tools  Listen and communicate 12
  • 13.  Develop the detailed work breakdown structure of complex activities and form them into an integrated plancomplex activities and form them into an integrated plan  Provide time based schedules and resource allocations for complex plans or implementationsp p p  Use project management techniques to perform Industrial Engineering analyses and investigations  Form and direct both small and large teams that work towards a defined objective, scope & deliverables  Perform risk analysis of various project options and outcomes Ref “Industrial Engineering Roles in Industry” 13 Ref Industrial Engineering Roles in Industry Prepared by Institute of Industrial Engineers – Industry Advisory Board
  • 14.  Scheduling software tools ◦ Generate logic driven tasksg ◦ Estimate task resources ◦ Manage scope baseline ◦ Conduct Critical Path Analysis  Calculate key project management metrics  Manage project risks Manage project risks  Conduct schedule risk assessments  Communicate with project / program leadership and other team members 14
  • 16. Typical Skills / Tools Utilized – Scheduling Tools 16
  • 17. PERT Di 17 PERT Diagrams Program Evaluation & Review Technique
  • 19. 19
  • 20. 20
  • 21. 55 Medium Risk High Risk LIKELIHOOD 4 3 4 3 Usually labeled as a specific risk to: L 55 2 1 2 1 Low Risk * Technical * Cost * Schedule HIGHMEDIUMLOW HIGHMEDIUMLOW CONSEQUENCE 54321 54321Low Risk Risk “Cube” standard display used almost universally 21 Risk Cube standard display used almost universally
  • 22. Typical Skills / Tools Utilized – Conduct Schedule Risks AssessmentsConduct Schedule Risks Assessments • Schedule Risk Assessments (SRAs) allows better understand of risk /uncertainty associated with the IMS • SRA models the probability of achieving a particular activity or milestone completion by a given date via Monte Carlo algorithm • Applies “Optimistic, Most Likely & Pessimistic” durations to Critical Path tasks and other selected tasks as required • Most Likely Duration – current planned duration value • Optimistic – “Best Case” Duration • Pessimistic – “Worst Case” Duration • Duration criteria established by scope ownerDuration criteria established by scope owner • Yields standard set of reports (Distribution & Tornado Chart) • Complete schedule logic / clear critical path is prerequisite
  • 23. Histograms Determines: Th h f “ ti ”• The chance of “on time” project completion • Confidence levels for specific events More realistic schedules increase the probability that projects will specific events 23 meet their cost, schedule and technical objectives
  • 24. Tornado Charts Duration sensitivity is a measure of the correlation between the duration of individual activities and the completion of pe ified e entof a specified event Isolates the activities most likely to cause a schedule delay or cost overrun 24 Isolates the activities most likely to cause a schedule delay or cost overrun
  • 25.  Grow & develop staff members ◦ Processes tools & aircraft development knowledge◦ Processes, tools & aircraft development knowledge ◦ Who is right for which project ◦ Who would grow on a given project  Liaison with Program / Project Managers (people, processes, priorities, problems)  Facilitate key program meetings Facilitate key program meetings  Assist with utilization of project management tools across the company… applicable to project need (scheduling software SharePoint etc )(scheduling software, SharePoint, etc…)  Support company bid / proposal process to capture new business initiatives 25
  • 26.  You don’t have to use all the “tools”! (…Use what’s needed)  Don’t wait for everything to be “perfect” or all desired Don t wait for everything to be perfect or all desired data available to proceed (hint…it will never happen)  Be flexible to change  Always have these thoughts in mind: ◦ What is important / critical to this project and why?p / p j y ◦ What do we really need to measure & control? ◦ Why is this project being conducted? (..the originating purpose)y p j g ( g g p p ) ◦ What does completion look like? (…when are we “done”) ◦ Does this make sense? (…analysis results; next steps, etc..) 26
  • 27. Ideal skills to bring into Project Management  Ability to listen and communicate  Holistic view of people, processes and systems  Ability to plan / model the effort needed to bring a desired result to fruition…and be willing to change  Problem solving, collaboration & facilitating skills  Willing to grow beyond your “comfort zone” Willing to grow beyond your comfort zone  Ability to listen and communicate 27
  • 28. How to get involved in Project ManagementHow to get involved in Project Management  Offer to assist with project activities in a job / school  Volunteer to coordinate an event  Investigate project management related organizations Investigate project management related organizations ◦ Institute of Industrial Engineers (IIE) ◦ Project Management Institute (PMI) ◦ Green Project Management (GPM) I t ti l P j t M t A i ti (IPMA)◦ International Project Management Association (IPMA)  Obtain basic project management knowledge  Envision how projects have brought things to you j kill li bl 28 Project Management skills are applicable to any industry, service or endeavor