This document summarizes insights from interviews with project leadership on their areas of concern, mitigation strategies, and tools used. Stakeholders were concerned with planning sequence, human resource management, scope management, and research integrity. The project management team addressed these concerns with strategies like structured reporting, reviews, and governance structures. Planning sequence, stakeholder engagement, and task scheduling were priorities for another stakeholder, while a third focused on integration, communication, and budget oversight. A variety of project management tools were leveraged across the stakeholders and workstreams.

1. INSIGHTS
GLEAMED
FROM
INTERVIEWS
WITH
PROJECT
LEADERSHIP
12/11/14
Carlos
F.
Camargo,
Ph.D.
STAKEHOLDER
AREAS
OF
CONCERN
OR
INTEREST
PM
MITIGATION
STRATEGIES
TOOLS
o PLANNING
SEQUENCE:
NON-­‐
DUPLICATION
OF
EFFORT
o HUMAN
RESOURCE
MGMT.
o SCOPE
MGMT.
o INTER-­‐TEAM
DYNAMICS
AND
RESEARCH
INTEGRITY
o PROJECT
GOVERNANCE
STRUCTURED
REPORTING
ON
MILESTONES
&
TASKS/ACTIVITIES
o RESEARCH
GOVERNANCE
STRUCTURE
o PEER
REVIEWS
o SCIENTIFIC
QC
&
QA
o MOUS
AND
SOPS
o TEAM
CONTRACTS
o SUB-­‐PROJECT
WORK
PLAN
REVIEWS
o RACI
MATRIXES
o PHASE
GATING
o PLANNING
SEQUENCE:
WORK
AND
ACTION
PLANS
FOR
FEBRUARY
2015
REVIEW
o STAKEHOLDER
ENGAGEMENT
&
ENROLLMENT
o 2015
REVIEW
PLANNING
&
COORDINATION
o MAJOR
TASK
PLANNING
VIA
WORK
OR
PROJECT
PLAN
o ACTIVITIES
AND
TASK
SCHEDULING
o AGILE
PLANNING
o SHARED
PROJECT
REPOSITORY
&
WORKSPACES
o INTEGRATED
COMMUNICATION
PLANS
o SMARTSHEETS/BOX
o EXCEL
o WORD
o GOOGLE
APPS
o GIRA
o CONFLUENCE
o SHAREPOINT
o STAKEHOLDER
SATISFACTION
AND
INTER-­‐TEAM
DYNAMICS
o PROJECT
MGMT.
&
RESEARCH
INTEGRATION
o WORK
BREAKDOWN
STRUCTURE
AND
TASK/ACTIVITY
DECOMPOSITION
o COMMUNICATIONS
&
WORKFLOW
MANAGEMENT
o STRUCTURED,
SCHEDULED
&
SELECTED
(AGILE)
MEETINGS
&
MINUTES
o RESEARCH
REVIEW
AND
PHASES
GATING
o FUNDING
REVIEWS
OF
BUDGETED
ALLOCATIONS
&
DISBURSEMENTS
o WORK
PACKAGES
AND
SUB-­‐
CONTRACTOR
MANAGEMENT
o MS
PROJECT
o SMARTSHEETS
o EXCEL
&
ORACLE
FINANCIALS
o PROJECT
MANAGEMENT
INTEGRATION
AMONG
INSTITUTIONAL
PARTNERS
o PROJECT
&
TEAM
CULTURE
o PROJECT
SYSTEMS
DEVELOPMENT
o PROJECT
GOVERNANCE
FOR
RESEARCH
AND
OPERATIONS
o STRATEGIC
PLANNING
AND
PRIORITIZATION
o ONGOING
PROJECT
NEEDS
ASSESSMENT
&
TOOLS
EVALUATION
o INTEGRATED
DISBURSEMENTS
BASED
ON
MILESTONE
OR
TASK
COMPLETION
o SMARTSHEETS/BOX
o EXCEL
o WORD
o GOOGLE
APPS
o GIRA
o CONFLUENCE
o SKYPE/WEBEX