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Getting it Done: What to Do Well
and What to Avoid when Running
   Creative Projects Webinar
           David Younger, PMP
Where do we Begin?

1. Plan it out.
2. Get it done. How?
    Monitor: Track & Report performance data with
             Collect project
             respect to a plan, produce performance
      &      measures, and report and disseminate
             performance information
    Control: Compare&actual performance with planned
             Direct   Act
             performance, analyzing
             variances, assessing trends to effect
             process improvements, evaluating
             possible alternatives, and recommending
             appropriate corrective action as needed
Where Planning was:

 WHAT needs to be done?              Scope
   defining the scope, breaking down the work




 HOW to do it?                       Schedule
   activities, time, effort




 WHO to do it?                       Resourcing
   considerations: skills, availability, options
Doing is:
  Scope Management
  Managing WHAT is supposed to be done.
     verifying your deliverables, controlling changes

  Schedule Management
  Managing HOW it’s progressing
     monitoring progress, taking corrective actions

  Communications Management
  Ensuring everyone’s aware & doing what they should
     distributing information, managing stakeholder expectations
Let’s take an example


Scenario: You’re a member of a marketing department
at a large company, and you’ve been asked to manage
a project to deliver a Facebook game as part of a
campaign for a new movie.

  In Scope (high level): Game concept (single player, save progress
  available if paid), wireframes, media assets, raw code, publishable
  format


  Out of Scope: Advertising of game, training & documentation
Managing the Scope
How can we Manage Scope?

1. Inspect: make sure the pieces of scope you’re delivering
   are acceptable.
    During project, not just at end!
    Use: reviews, walkthroughs, etc.
2. Monitor Changes: anything outside of the agreed scope is
   a change
    Change is inevitable – so why not manage it?
    Change can come from anywhere: the customer, the project
    team, the competition, landscape changes

  And avoid…

Scope Creep: Adding features
and functionality (project
scope) without addressing
the effects on time,
costs, and quality, or
without customer approval
Triple Constraint: A change in scope
leads to an increase in time or cost
or a decrease in quality
What do we do when changes come
              in???
5 steps:

1. Review: evaluate the request and determine if it can be
   worked into your plan or if it’s a change

2. Assess: what has to give?   Think: Triple Constraint
                               Avoid: Scope Creep

3. Communicate: let the customer know the impact

4. Update the scope: remember that
      scope + changes = new scope

5. Document it! if your agreement isn’t captured
   anywhere, it may as well not have happened.
In our example…

3 weeks into the project, the customer decides he needs
some new features and behaviours in the game:
  1. Leaderboard
     brand new scope
  2. Facebook ads to promote game
     had been “out of scope” but now added in
  3. Scrap the whole paid functionality
     reduced the scope but still annoying
In our example…

Leaderboard:
1.   Review: definitely a big change which will affect the project

2.   Assess: will require an additional $2000 and a 1 week delay

3.   Communicate: inform the customer of the costs & delay in
     schedule and get her approval

4. Update the scope: I’ll amend our proposal to include the
   change and send back to the customer for sign-off

5.   Document it! I’ll hold on to the approved document & email
     thread in case I’m challenged.
Managing the Schedule
How can we manage Schedules?

1. Track the progress of the work against the schedule

1. Update the schedule when (and only when) required
    (ex. When a scope change leads to a schedule change)
What to do when the schedule starts
          falling behind?

  Compress the schedule. How?

  1. Crashing – add more people

                        +           =
  2. Fast Tracking – overlap some tasks
Managing the Communications
4 steps to good project comms

1.Identify your stakeholders

2.Plan how to communicate

3.Distribute information

4.Manage stakeholder expectations
Communications examples

Walmart Holiday Initiative
Status Update - Period Ending: October 14, 2011

 Portfolio Manager   Business Owner   Department   Overall Status   Target Completion

        D. Younger      D. Smith        Retail           G          December 31, 2011

Executive Update


Detailed Update
Legal


Offer


Handset Inventory


Merchandising


Logistics


Activation


IT


Communications


Post Launch
Support

Interactions
http://systemsadvisors.wordpress.com/2011/09/28/sharepoint-collaboration-just-got-easier-with-microsoft-dynamics-ax-2012/
To Summarize

Manage the Scope
                     Manage the Schedule
Inspect the scope
                                           Manage the Comms
Manage change        Track progress
                     Update schedule       Identify stakeholders
                     (only when needed)    Plan comms
                                           Distribute info
                                           Manage expectations
Tools & Ideas
Referenced in this presentation:
  Microsoft Project [microsoft.com/project]
  Microsoft Sharepoint [microsoft.com/sharepoint]




Where else to look:
  Project tools for Creative Projects [bit.ly/JGwdnq]
  Project Management Institute [pmi.org]
Questions?
Thank You
             David Younger, PMP
         dyounger@windmobile.ca
http://ca.linkedin.com/in/davidyoungerpmp

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Getting It Done - What To Do Well And What To Avoid When Running Creative Projects Webinar

  • 1. Getting it Done: What to Do Well and What to Avoid when Running Creative Projects Webinar David Younger, PMP
  • 2. Where do we Begin? 1. Plan it out. 2. Get it done. How? Monitor: Track & Report performance data with Collect project respect to a plan, produce performance & measures, and report and disseminate performance information Control: Compare&actual performance with planned Direct Act performance, analyzing variances, assessing trends to effect process improvements, evaluating possible alternatives, and recommending appropriate corrective action as needed
  • 3. Where Planning was: WHAT needs to be done? Scope defining the scope, breaking down the work HOW to do it? Schedule activities, time, effort WHO to do it? Resourcing considerations: skills, availability, options
  • 4. Doing is: Scope Management Managing WHAT is supposed to be done. verifying your deliverables, controlling changes Schedule Management Managing HOW it’s progressing monitoring progress, taking corrective actions Communications Management Ensuring everyone’s aware & doing what they should distributing information, managing stakeholder expectations
  • 5. Let’s take an example Scenario: You’re a member of a marketing department at a large company, and you’ve been asked to manage a project to deliver a Facebook game as part of a campaign for a new movie. In Scope (high level): Game concept (single player, save progress available if paid), wireframes, media assets, raw code, publishable format Out of Scope: Advertising of game, training & documentation
  • 7. How can we Manage Scope? 1. Inspect: make sure the pieces of scope you’re delivering are acceptable. During project, not just at end! Use: reviews, walkthroughs, etc.
  • 8. 2. Monitor Changes: anything outside of the agreed scope is a change Change is inevitable – so why not manage it? Change can come from anywhere: the customer, the project team, the competition, landscape changes And avoid… Scope Creep: Adding features and functionality (project scope) without addressing the effects on time, costs, and quality, or without customer approval
  • 9. Triple Constraint: A change in scope leads to an increase in time or cost or a decrease in quality
  • 10. What do we do when changes come in??? 5 steps: 1. Review: evaluate the request and determine if it can be worked into your plan or if it’s a change 2. Assess: what has to give? Think: Triple Constraint Avoid: Scope Creep 3. Communicate: let the customer know the impact 4. Update the scope: remember that scope + changes = new scope 5. Document it! if your agreement isn’t captured anywhere, it may as well not have happened.
  • 11. In our example… 3 weeks into the project, the customer decides he needs some new features and behaviours in the game: 1. Leaderboard brand new scope 2. Facebook ads to promote game had been “out of scope” but now added in 3. Scrap the whole paid functionality reduced the scope but still annoying
  • 12. In our example… Leaderboard: 1. Review: definitely a big change which will affect the project 2. Assess: will require an additional $2000 and a 1 week delay 3. Communicate: inform the customer of the costs & delay in schedule and get her approval 4. Update the scope: I’ll amend our proposal to include the change and send back to the customer for sign-off 5. Document it! I’ll hold on to the approved document & email thread in case I’m challenged.
  • 14. How can we manage Schedules? 1. Track the progress of the work against the schedule 1. Update the schedule when (and only when) required (ex. When a scope change leads to a schedule change)
  • 15. What to do when the schedule starts falling behind? Compress the schedule. How? 1. Crashing – add more people + = 2. Fast Tracking – overlap some tasks
  • 17. 4 steps to good project comms 1.Identify your stakeholders 2.Plan how to communicate 3.Distribute information 4.Manage stakeholder expectations
  • 18. Communications examples Walmart Holiday Initiative Status Update - Period Ending: October 14, 2011 Portfolio Manager Business Owner Department Overall Status Target Completion D. Younger D. Smith Retail G December 31, 2011 Executive Update Detailed Update Legal Offer Handset Inventory Merchandising Logistics Activation IT Communications Post Launch Support Interactions
  • 20. To Summarize Manage the Scope Manage the Schedule Inspect the scope Manage the Comms Manage change Track progress Update schedule Identify stakeholders (only when needed) Plan comms Distribute info Manage expectations
  • 22. Referenced in this presentation: Microsoft Project [microsoft.com/project] Microsoft Sharepoint [microsoft.com/sharepoint] Where else to look: Project tools for Creative Projects [bit.ly/JGwdnq] Project Management Institute [pmi.org]
  • 24. Thank You David Younger, PMP dyounger@windmobile.ca http://ca.linkedin.com/in/davidyoungerpmp

Editor's Notes

  1. 0:00IntroHoliday meal story
  2. PlanningGetting it done: Monitoring & Managing
  3. CARScope mgt / schedmgt / commsmgt
  4. CARScope mgt / schedmgt / commsmgt
  5. Example
  6. Scope Management
  7. How can we Manage?Validate scopeMonitor changes
  8. CARScope mgt / schedmgt / commsmgt
  9. CARScope mgt / schedmgt / commsmgt
  10. What do we do when changes come in?Scope creepEvaluate the request & determine if it can be worked into your plan or if it’s a change/addition to the agreed scopeUpdate scope (if required)
  11. FB example
  12. FB example
  13. Schedule Management
  14. How can we Manage Schedules?Track the progress of the work against the scheduleChange the schedule when (and only when) required – ie. When a scope change leads to a schedule change---link to MS project exercise
  15. What to do when the schedule falls behind?2 main techniques to compress the schedule:CrashingFast tracking---link to MS Project exercise
  16. Communications Management
  17. 4 steps to good project comms:Determine your stakeholdersPlan how to communicateDistribute informationManage stakeholder expectations
  18. 0:50
  19. To summarize
  20. Tools & techniques