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- 2. Introduction & Background 8/1/16 2 1) Gathering, Defining and Documenting Requirement 2) Defining Scope 3) Assignments & Readings
- 3. Learning Objectives 8/1/16 3 Upon completion of the Module 2, the student will be able to: 1. Use the Common Ground methodology to create the following three requirements tools: Business Process Matrix, Context Diagram and Task Flow Diagram 2. Describe the concept of progressive elaboration and its relation to scope management 3. Explain multiple approaches for gathering and documenting project requirements 4. Describe the importance of the requirements and scope processes to the overall success of a project 5. Create both a task-based and deliverables-based work breakdown structure (WBS) 6. Describe several techniques for gathering requirements in a public health / scientific context 7. Explain how a well-built WBS can be used to support the project throughout its entire lifecycle
- 4. What is a Requirement? 8/1/16 4 • PMBOK – “a condition or capability that must be met or possessed by a system, product, service, result, or component to satisfy a contract, standard, specification, or other formal document” • Lipsky - A statement of need
- 6. Enterprise Performance Life Cycle (EPLC) – Requirements Definition 8/1/16 6 • What problem are we trying to solve? • What do we need to do to solve the problem? • Why are we trying to solve the problem? • How do we accomplish solving the problem?
- 7. Three Different Approaches to Requirements 8/1/16 7 1. Common Ground 2. CDC Unified Process 3. Lipsky Modified Version (LMV)
- 8. Common Ground Approach 8/1/16 8 Business Process Analysis think How do we do our work now? • Define goals & objectives • Model context of work • Identify business rules • Describe tasks & workflow • Identify common task sets rethink How should we do our work? • Examine tasks & workflow • Identify inefficiencies • Identify repeatable processes • Refine business processes & business rules • Remodel context of work • Restructure tasks & workflow Business Process Redesign Requirements Definition describe How can a information system support our work? • Define specific tasks to be performed for optimized business processes • Describe the implementation of business rules • Describe in words and graphics how an information system must be structured • Determine scope of next phase of activities
- 9. Common Ground Tools 8/1/16 9 1. Business Process Matrix 2. Context Diagram 3. Task Flow Diagram
- 10. CDC Unified Process / Enterprise Performance LifeCycle 8/1/16 10 1. Product vs Project Requirements 2. Perspectives: • Business • Client/User • Technical
- 11. Lipsky Modified Version (LMV) 8/1/16 11 • Ask the dumb questions Let's Get Jon...
- 12. Lipsky Modified Version (LMV) 8/1/16 12 • Ask the dumb questions • Be a whiteboard hero Whiteboard Diagrams WBS Scope Statement
- 13. Lipsky Modified Version (LMV) 8/1/16 13 • Ask the dumb questions • Be a whiteboard hero • Learn Morse code
- 14. Lipsky Modified Version (LMV) 8/1/16 14 • Ask the dumb questions • Be a whiteboard hero • Use Morse code • Common Ground – Rethink – questions for PH systems • Will it support daily operations? • Will it scale for emergency response?
- 15. Lipsky Modified Version (LMV) 8/1/16 15 • Ask the dumb questions • Be a whiteboard hero • Use Morse code • Common Ground – Rethink – questions for PH systems • Will it support daily operations? • Will it scale for emergency response? • Go from easy to hard
- 16. Sample Context Diagram Sally’s Lunch Shop Common Ground – Taking Care of Business, p. 34 8/1/16 16
- 17. Lipsky Modified Version (LMV) 8/1/16 17 • Go from easy to hard: • There is still resistance to project management in PH world • Use real-life examples and word pictures to introduce project management concepts
- 18. Progressive Elaboration 8/1/16 18 Build me a boat… PMBOK - Part 1 / Introduction to Project Management / Progressive Elaboration, Vanina Mangano (3.5 minutes) http://www.vtc.com/products/PMBOKPart1/IntroductiontoProjectMa nagement/73679
- 19. The Basics of a Work Breakdown Structure (WBS) 8/1/16 19 • Defines the “What” not the “Who” or “When” of the project • Deliverables-based • Uses nouns and adjectives • Decomposition – work is broken up into smaller, more manageable units (a bit like a syllabus) • Lowest level = Work Packages • Can be Managed • Can be Estimated • Can be Measured
- 20. WBS – Task Based 8/1/16 20 Cake Project Gather Ingredients Get Cake Mix Get Butter Get Sugar Mix Ingredients Get Bowl Pour Mix & Sugar in Bowl Bake Cake Pre-heat oven Put cake in oven Set Timer
- 23. The Three Different Levels of a Project Schedule 8/1/16 23 • High-Level • Mid-Level • Low-Level
- 24. WBS – An Input into the Project Plan Lipsky – Hi-Level Plan 8/1/16 24 Tasks: Monthly or Quarterly (built by PM) Audience: Executives / Project Team
- 25. WBS – An Input into the Project Plan Lipsky – Mid-Level Plan 8/1/16 25 Tracks of work Week 1 Week 2 Week 3 7/17 7/18 7/19 7/20 7/21 7/24 7/25 7/26 7/27 7/28 7/31 8/1 8/2 8/3 8/4 Track 1 Track 2 Milestones 17-Jul 24-Jul 31-Jul Task 1 Task 1 Deliverables Review and Sign-Off 7/28 Task 2 Task 3 Task 2 Tasks: 3 – 5 days (build by PM) Audience: Project team WBS Work Packages translate at this level
- 26. WBS – An Input into the Project Plan Lipsky – Low-Level Plan 8/1/16 26 Tasks: Daily (built by project team members) Audience: Project team WARNING! Do NOT try to take your WBS to this level
- 27. Assignments & Learning Resources 8/1/16 27 • Readings: • Common Ground Resources: • Video - Collaborative Requirements Development Methodology (Start here) • Common Ground Trifold • Common Ground Public Health Preparedness Toolkit • Common Ground Taking Care of Business • Others (Text and CDC Documents)
- 28. Assignments & Learning Resources 8/1/16 28 • Assignments: • Common Ground (Choose one of three) • WBS and Dictionary for model project • CDC Unified Process Documents • Project Charter • Project Management Plan • NOTE: We are NOT doing the discussion of task versus deliverables based WBS. It is not longer a required assignment.
- 29. Closing Quotes…. 8/1/16 29 You can use an eraser in the drawing room or a sledge hammer on the construction site - Frank Lloyd Wright If you don't have time to do it right, when will you have time to do it over? - John Wooden