An overview of Project Management core areas of focus. Includes core areas of focus such as Planning >> Managing >> Tracking >> Reporting >> Collaborating

1. Project Management Overview for Leaders
Jeff Thaler - Head of Program Management, GroupM US
linkedin.com/in/jeffthaler/
June 10, 2020

2. How the project
was briefed
How the team
understood it
How it was
designed
How the project
was developed
How the consultant
described it
How it was
documented How it was deployed How the customer
was billed
How it was
supported
What the customer
really needed

3. PROJECT
MANAGEMENT
CYCLE & SUITE
01 OVERVIEW
02 PLAN
03 MANAGE
04 TRACK
05 REPORT
06 COLLABORATE

4. PROGRAM MANAGEMENT CYCLE & SUITE
Project
Management
Plan
ManageReport
Track
Gantt Chart
Kanban Board
Data
Analysis
REDUCTIONS
• effort & errors
• gaps & redundancies
• ramp-up & cycle time
• costs
IMPROVEMENTS
• quality / speed
• scope control
• communication
• talent attraction / retention
• margin
SHIFTS
• distractions >> deliverables
• crisis >> clients
• intervention >> innovation
• defense >> offense Collaborate
Collab. Platform

5. PROGRAM MANAGEMENT CYCLE & SUITE
Project
Management
Plan
ManageReport
Track
Gantt Chart
REDUCTIONS
• effort & errors
• gaps & redundancies
• ramp-up & cycle time
• costs
IMPROVEMENTS
• quality / speed
• scope control
• communication
• talent attraction / retention
• margin
SHIFTS
• distractions >> deliverables
• crisis >> clients
• intervention >> innovation
• defense >> offense Collaborate

6. PLANNING
“It’s tough to make
predictions . . .
. . . especially about
the future.”
- Yogi Berra

7. Team
Briefed,
Aligned &
Assembled
Objectives,
Parameters (Reqs)
& Current-State
Understood
Solution
& Measures
of Success
Defined
Detailed
Solution
Designed /
Documented
Deliverables,
Communication
& Training Materials
Completed & Tested
Solution,
Comms &
Training
Launched
SUCCESS
CRITERIA
WORK BREAKDOWN STRUCTURE - PHASES
Brief
&
Briefing
Findings
Report
(WHY)
Solution
Recommendation
(WHAT)
Solution Blueprint
(HOW)
e.g. - how much time / cost;
how staffed; how developed;
how tested, how deployed
Solution, Comms and
Training Process
& Materials
POC > Alpha >
Beta > MVP >
1.O > 2.0
etc.
MILESTONE
ACTIVITY or
DELIVERABLE
DeployInitiate Discover Define Design DevelopPHASES
iD5

8. PHASE
Stage StageStage Stage
PHASE
WORK BREAKDOWN STRUCTURE - PHASES, STAGES, STEPS, TASKS, SUBTASKS
Step StepStep StepStep StepStep Step
Task TaskTask TaskTask TaskTask TaskTask TaskTask TaskTask TaskTask Task
Sub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-task
Sub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-task
STAGES
STEPS
TASKS
SUB-TASKS
DeployInitiate Discover Define Design DevelopPHASES
iD5

9. GANTT CHART
Classic project
planning tool that
allows waterfall
planning (and
tracking) of activities
& deliverables over
time
Gantt Chart – MS Project
PROGRAM MANAGEMENT CYCLE & SUITE

11. PLANNING
“In preparing for
battle, I have always
found that plans are
useless but planning is
indispensable.”
- Dwight D. Eisenhower

12. KANBAN
A process & tool for
cross-functional
teams to leverage
plans and self-
manage their
activities &
deliverables
PROGRAM MANAGEMENT CYCLE & SUITE
Project
Management
Plan
ManageReport
Track
Kanban Board
Collaborate

13. KANBAN
A process & tool for
cross-functional
teams to leverage
plans and self-
manage their
activities &
deliverables
Kanban Board - Trello
PROGRAM MANAGEMENT CYCLE & SUITE

16. PROGRAM MANAGEMENT CYCLE & SUITE
Collaborate
Project
Management
Plan
ManageReport
Track
Data
TRACK
Compares estimated
progress to actual
progress (EvA) and
assists in forecasting
completion date,
risk, etc.

17. TRACK
Compares estimated
progress to actual
progress (EvA) and
assists in forecasting
completion date,
risk, etc.
PROGRAM MANAGEMENT CYCLE & SUITE
Burn Up Chart - Excel

18. PERFORMANCE
REPORT
Conveys analysis
about project
progress, health,
as well as state of
major activities,
deliverables, risks,
corrections,
challenges &
opportunities
PROGRAM MANAGEMENT CYCLE & SUITE
Project
Management
Plan
ManageReport
Track
Analysis
Collaborate

19. PERFORMANCE
REPORT
Conveys analysis
about project
progress, health,
as well as state of
major activities,
deliverables, risks,
corrections,
challenges &
opportunities
PROGRAM MANAGEMENT CYCLE & SUITE
Performance Report – MS Excel & PowerPoint

20. MICROSOFT TEAMS
A platform that
combines persistent
chat, meeting
management, video
meetings, file storage
& application
integration
PROGRAM MANAGEMENT CYCLE & SUITE
Project
Management
Plan
ManageReport
Track
Collaborate
Collab. Platform

21. PROGRAM MANAGEMENT CYCLE & SUITE
COLLABORATION
A platform that
combines persistent
chat, meeting
management, video
meetings, file storage
& application
integration
Collaboration Platform – Microsoft Teams

22. PROJECT MANAGERS
Project Managers . . . Project Managers ARE NOT . . .
• Drive:
- Planning - Management - Tracking - Reporting - Collaboration
• Focus on increasing efficiency in light of quality & efficacy parameters
• Practice fire-prevention to avoid fire-fighting
• Apply specialized strategies, tactics, and tools
to balance the triple constraint
• Enable specialists to focus on their areas of expertise
• Glorified Admin Assistants
• Operations / Finance
• Conference Room Bookers
• Note Takers
• IT Support
• Like others, will take on these tasks
when necessary to benefit the whole
Scope
Time
Budget

23. PROGRAM MANAGEMENT CYCLE & SUITE
Project
Management
Plan
ManageReport
Track
Gantt Chart
Kanban Board
Data
Analysis
REDUCTIONS
• effort & errors
• gaps & redundancies
• ramp-up & cycle time
• costs
IMPROVEMENTS
• quality / speed
• scope control
• communication
• talent attraction / retention
• margin
SHIFTS
• distractions >> deliverables
• crisis >> clients
• intervention >> innovation
• defense >> offense Collaborate
Collab. Platform