project management

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