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Quality Education for a Healthier Scotland
Introduction to Projects &
Project Management
Pauline A. Morrison
Project Officer
Quality Education for a Healthier Scotland
Aim of Session
• Provide an overview and create a basic awareness of general project
management principles
• Introduce standard processes and templates to use when managing
projects
Quality Education for a Healthier Scotland
Which of these is a project?
1. Responding to a request from the Scottish Government to design a
training course by March 2011, for 250 medical staff with a budget of
£50,000
2. Responding to a request from your manager to e-mail them a
departmental-wide performance report, on the last Friday of each
month for the foreseeable future
3. Organising a yearly team building day
4. Completion and submission of Sickness Absence forms to HR on a
monthly basis
5. Responding to a request from your manager to design an internal
project management training course, for all staff to have been trained
by March 2011
Quality Education for a Healthier Scotland
What is a project?
• A project features the following characteristics;
o Specific start and end date
o Series of tasks to achieve a defined outcome or objective
o Uses people or resources to achieve that objective
Quality Education for a Healthier Scotland
Which of these is a project?
1. Responding to a request from the Scottish Government to design a
training course by March 2011, for 250 medical staff with a budget of
£50,000
2. Responding to a request from your manager to e-mail them a
departmental-wide performance report, on the last Friday of each
month for the foreseeable future
3. Organising a yearly team building day
4. Completion and submission of Sickness Absence forms to HR on a
monthly basis
5. Responding to a request from your manager to design an internal
project management training course, for all staff to have been trained
by March 2011
Quality Education for a Healthier Scotland
What is project management?
The planning, organising, directing and controlling of....
....activities, people and money....
....to achieve a specific objective
Quality Education for a Healthier Scotland
Project objective….an example
Have a relaxing holiday and return to work refreshed and energised...
Quality Education for a Healthier Scotland
You need to do these main things…..
Or else this will happen…..
Quality Education for a Healthier Scotland
It’s a balancing act!
Expectations
Time
Money/
Resources
Quality
Scope
Quality Education for a Healthier Scotland
What is the project life-cycle?
• Logical sequence of activities to accomplish the project’s goals or
objectives
Initiate Plan Deliver Review Close
Quality Education for a Healthier Scotland
What do you do at each stage?
• Initiate
o Define scope
o Develop outline business case *
• Plan
o Identify milestones and outputs
o Identify required funding and resources
o Identify and analyse risks *
o Identify and analyse stakeholders
o Undertake E&D impact assessment *
o Develop project initiation document
Quality Education for a Healthier Scotland
What do you do at each stage?
• Deliver
o Communicate with stakeholders
o Identify project governance requirements
o Identify and undertake commissioning exercises *
o Monitor and report on project progress
o Manage risks
o Record lessons learned
• Review
o Hold post project review meeting
• Close
o Close project
Quality Education for a Healthier Scotland
Tools to help you in practice
• ‘How To’ Guides
• Starting a Project checklist
• Project initiation document
• Project plan/Gantt Chart template
• Resource Analysis toolkit
• Risk Register template
• Progress Reporting (RAG) template
• Financial forecast template
• Lessons Learned log template
• Post Project Review Meeting template
Quality Education for a Healthier Scotland
Any questions?
Quality Education for a Healthier Scotland
Burning Issues & Troubleshooting

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intro-to-projects-and-project-mgt-printer_version.ppt

  • 1. Quality Education for a Healthier Scotland Introduction to Projects & Project Management Pauline A. Morrison Project Officer
  • 2. Quality Education for a Healthier Scotland Aim of Session • Provide an overview and create a basic awareness of general project management principles • Introduce standard processes and templates to use when managing projects
  • 3. Quality Education for a Healthier Scotland Which of these is a project? 1. Responding to a request from the Scottish Government to design a training course by March 2011, for 250 medical staff with a budget of £50,000 2. Responding to a request from your manager to e-mail them a departmental-wide performance report, on the last Friday of each month for the foreseeable future 3. Organising a yearly team building day 4. Completion and submission of Sickness Absence forms to HR on a monthly basis 5. Responding to a request from your manager to design an internal project management training course, for all staff to have been trained by March 2011
  • 4. Quality Education for a Healthier Scotland What is a project? • A project features the following characteristics; o Specific start and end date o Series of tasks to achieve a defined outcome or objective o Uses people or resources to achieve that objective
  • 5. Quality Education for a Healthier Scotland Which of these is a project? 1. Responding to a request from the Scottish Government to design a training course by March 2011, for 250 medical staff with a budget of £50,000 2. Responding to a request from your manager to e-mail them a departmental-wide performance report, on the last Friday of each month for the foreseeable future 3. Organising a yearly team building day 4. Completion and submission of Sickness Absence forms to HR on a monthly basis 5. Responding to a request from your manager to design an internal project management training course, for all staff to have been trained by March 2011
  • 6. Quality Education for a Healthier Scotland What is project management? The planning, organising, directing and controlling of.... ....activities, people and money.... ....to achieve a specific objective
  • 7. Quality Education for a Healthier Scotland Project objective….an example Have a relaxing holiday and return to work refreshed and energised...
  • 8. Quality Education for a Healthier Scotland You need to do these main things….. Or else this will happen…..
  • 9. Quality Education for a Healthier Scotland It’s a balancing act! Expectations Time Money/ Resources Quality Scope
  • 10. Quality Education for a Healthier Scotland What is the project life-cycle? • Logical sequence of activities to accomplish the project’s goals or objectives Initiate Plan Deliver Review Close
  • 11. Quality Education for a Healthier Scotland What do you do at each stage? • Initiate o Define scope o Develop outline business case * • Plan o Identify milestones and outputs o Identify required funding and resources o Identify and analyse risks * o Identify and analyse stakeholders o Undertake E&D impact assessment * o Develop project initiation document
  • 12. Quality Education for a Healthier Scotland What do you do at each stage? • Deliver o Communicate with stakeholders o Identify project governance requirements o Identify and undertake commissioning exercises * o Monitor and report on project progress o Manage risks o Record lessons learned • Review o Hold post project review meeting • Close o Close project
  • 13. Quality Education for a Healthier Scotland Tools to help you in practice • ‘How To’ Guides • Starting a Project checklist • Project initiation document • Project plan/Gantt Chart template • Resource Analysis toolkit • Risk Register template • Progress Reporting (RAG) template • Financial forecast template • Lessons Learned log template • Post Project Review Meeting template
  • 14. Quality Education for a Healthier Scotland Any questions?
  • 15. Quality Education for a Healthier Scotland Burning Issues & Troubleshooting

Editor's Notes

  1. Explain that not all projects require funding…. Distinction between project and process!! Use pinnacle example….
  2. Book a holiday What you can afford Where you want to go What type of holiday (beach, partying, skiing) How long Who with What type of location What standard of accommodation When Check with line manager Pack Go through wardrobe Write a list of everything you want to bring Write a list of everything you need/want to buy Plan a shopping trip (invite friend?) Decide how much you have to spend Go shopping Get on the plane Book a taxi Put plants in the sink Check tickets, money passport Lock the house Leave enough time for security at the airport.
  3. Give them away in zip file pack…