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1
Project
Management
Lecture #16
Software Engineering and
Project Management
Instructed by Steven Choy on Feb 26, 2007
2
What we will discuss
 Software Project Management
 Role of a Project Manager
 Project Development Phrases
 Project Development Activities
 Project Organization
 Risk Management
3
Role of
Project Manager
4
Are you Ready for a PM
Post?
 Project Management Skill
 Communication
 Leadership
 Negotiation
 Problem Solving
 Multitasking
 Influencing your team and organization
 Mentoring/Coaching
 Technical Expertise
 Business/Domain Knowledge
5
Job Functions for a PM
 Define project scope
 Identify/Deal with stakeholder
and client/decision maker
 Develop task list (Break down
a big project into manageable
task)
 Build schedule
 Build the team and choose
appropriate team member
 Identify resources and decide
budget
 Setup communication policy
 Evaluate/negotiate project
requirements
 Identify and evaluate risk
(Prepare for contingency)
 Track milestone
 Secure necessary resources
 Develop/Manage software
development process
 Motivate team members and
retain them
 Report project status to upper
management
 Meeting, meeting and
meeting
6
Software Project
Management
Overview
7
Project Management Overview
 Ensure the delivery of a quality system on
time and within budget
 Motivate a group of developers/engineers to
work efficiently & happily towards the same
goal
 The success factors:
 Quality
 Money (i.e. Cost)
 Time
 Quality, money and time  Trade Off
8
What makes a Successful
Project?
 Upper management’s Support
 Reliable estimate (both cost and time)
 Experienced Project Management
 User Involvement
 Clear Business Objectives/Requirements
 Well-chosen Development Methodology
 Well-chosen team structure/members
 Standard Software Architecture
9
Software Project Phrases
Concept Phrase
Project Definition
Project Start
Project Steady State
Project Termination
10
Concept Phrase
 The “WHY” Phrase
 The idea comes out! Collect them!
 Analyze and Justify the project
 Cost-benefit Analysis
 Return-On-Investment
 Feasibility Study
 Initial project planning and analysis
 Identify project sponsor
 The authority for approval and decision making
11
Project Definition Phrase
 The “WHAT” Phrase
 Define the scope of the system in terms of
functionalities, constraints and deliverables
 Project manager, clients and software architect
(or team leader) are involved
 Agree on acceptance criteria and delivery date
 Potential Deliverables:
 Software project management plan
 Requirement Specification Document
 Requirement Approval & Sign-off
12
Project Start Phrase
 The “Kick-Off” Phrase
 Analysis and Design Phrase
 The project manager sets up the project
infrastructure and the team
 Project infrastructure: communication channel,
meeting arrangement, coding standard, configuration
management policy, development workflow, etc.
 Skill identification: Identify the skills required
 Team assembly: Assign participants to teams, select
team leader, and assign roles & responsibilities
 Kick-off
13
Project Start Phrase
 Potential Deliverables:
 Functional Specification
 Software Design Document
 Detailed Software Design Document
 User Interface Specification
 Date Model/Design Document
 Prototype
 Updated Project Management Plan with latest
estimates
14
“Project Steady State”
Phrase
 The “Development” Phrase
 Team leaders take over some management
functions and ensures the tasks assigned are on
track
 Design/Coding/Unit Testing/Integration Testing
 Project manager arranges regular status meeting
 Project manager is responsible to deal with client,
renegotiating resources and deadlines
15
Project Termination
Phrase
 The deliverables are delivered to customer
 Delivery: Acceptance test & Installation
 Postmortem: Collect the history of the project
and learn from it. Avoid to repeat the same
mistakes and better the project development
process
16
Software Project
Activities
17
Project Management Activities
 Planning
 Specify what to be achieved and work out a plan
 Plan for schedule, resources including manpower and
budget
 Organizing
 Organize your project team in terms of role and
responsibilities
 Controlling
 Monitor the progress and ensure everything is on track
 Terminating
 The project comes to an end, that the software system is
accepted by the client and installed
 Review and learn from the project
18
Project Planning Activities
 Clearly state the system to be achieved
 Identify the scope and objectives
 Estimate cost, resource, effort, staffs, etc.
 Project scheduling
 Identify resources
 How many team members are required?
 What types of skill sets you need?
 Any training plan?
19
Planning Documentation
 Software development plan
 Software configuration management plan
 Software quality assurance plan
 Risk management plan/Contingency plan
 Software process improvement plan
 Operations plan
 Etc…
20
Software Development Plan
 Some consider it as “The Master Document”
 Fundamental Sections
 Project overview
 Deliverables
 Project organization
 Managerial processes
 Technical processes
 Budget
 Schedule
21
Project Scheduling
 How long will you take to deliver the system?
 How many man-days will it involve?
 Prediction is hard, especially for the future
and something unknown
22
Project Scheduling -
Estimate
 How long will it take to finish this project?
 Pretty hard question!
 Why it’s so hard to give an exact answer?
 How do you make the prediction? On what
basis?
 Estimation is hard, especially for something
you do not know about and familiar with!
 Most software estimations are off by 25-
100%
23
Estimate Your Schedule
“The single most important task of a project:
setting realistic expectations. Unrealistic
expectations based on inaccurate estimates
are the single largest cause of software
failure.”
Futrell, Shafer, Shafer, “Quality Software Project Management”
24
How to give a Better Estimate #1
 Divide & Conquer (Break into smaller pieces)
 How long will it take for your project?  Very Difficult
 How long will it take to deliver a subsystem of the
project?  Still difficult but I can give a better estimate
 Okay, how long will take to deliver a module of a
subsystem?  More obvious and easy answer, though
it’s still a rough estimate
 Ask the Expert
 Based on expert’s past experience
 Based on past projects with similar scope
25
How to give a Better Estimate #2
 Estimate Iteratively!
 Give your best estimates in each phrase and refine them
gradually
 Take resource experience or skill set into account
 Often needed more time for staffs with less experience
 Unfamiliar with a new technology or tool
 Don’t forget those “non-project” time & common tasks
 Meetings, phone calls, sick days, urgent leave, ad-hoc
tasks
 How you present an estimate makes huge impact
 Range – 8 to 9 months
 Coarse Date – 2006 Q4
26
Divide & Conquer by WBS
 Break the whole project into small manageable units
and predict the time required
 Mark the end of a group of activities with a milestone:
a significant point of software development project
 Minimize task dependency, so that tasks can be done
concurrently
 Make a good and accurate estimates is not an easy
task. It depends on the project manager’s experience
27
Project Scheduling Tool:
Work Breakdown Structure
 A hierarchic decomposition or breakdown of a
project into successive levels
WBS number Task Description
1.0 Project initiation
1.1 Draft project plan
2.0 Analysis phase
2.1 Plan user interviews
2.2 Schedule users interviews
3.0 Examination and test
4.0 Design
5.0 Test
6.0 Implementation
7.0 Post implementation review
28
WBS & Gantt Chart
 Show high-level view of project activities over time
 Notation:
 Bar – show task duration
 Line with arrow – show dependency
Source: Gantt chart from Microsoft Office Website
29
Project Scheduling Tool:
PERT Chart
 PERT chart shows precedence activities that
must be completed before the next activities
may be started, i.e. task dependency
30
Team Member Allocation
4/7 11/7 18/7 25/7 1/8 8/8 15/8 22/8 29/8 5/9 12/9 19/9
T4
T8 T1
1
T12
T1
T3
T9
T2
T6 T1
0
T7
T5
Fred
Jane
Anne
Mary
Jim
31
Assembling
your Team
32
Project Organization
 Functional
 Hierarchical form
 Grouped by disciplines and specialties
 Organizational units are commonly known as
departments
 Project-based
 Dynamic in nature and created on request
 Matrix
 A mix of functional and project-based
organization
33
Functional Organization
Director
First Level Manager
(“Front-Line Manager”)
Project Members
Control Flow
 Characteristics:
 Technical expertise deeper
 People within the same department get to know each other
well
 Service-oriented
34
Sample Functional Organization
IT
Development QA
Product
Management
Director
First Level Manager
(“Front-Line Manager”)
Project Members
Control Flow
35
Project-based Organization
 Assembled dynamically, created on request
and terminated when the project is
accomplished
 Participants are assigned to the organization
only one project at a time
Senior Management
Project B
Project A
Development Marketing Operation
36
Matrix Organization
 Combines the characteristics of functional and project-
based organization
 People from different departments are temporarily
“borrowed” to work on a project
 When the project is finished, they are returned to
their own department
 Project members that are assigned may work on part-
time basis for the project
 Team leader is the principal authority for the project
37
Matrix Organization
IT Senior Management
Development QA
Product
Management
Project Management
Office
Project Manager A
Project Manager B
Project Manager C
38
Risk Management
39
Risk Management
 A risk is a potential problem that may lead to
project failure
 Risk Management
 Identify risk
 “Attack” the risk
40
Common Software
Project Risks
 Staff turnover
 Unrealistic schedule and budget
 Everlasting requirement changes
 Management/Corporate direction Change
 Corporate technology policy change
 Size of the system underestimate
 External vendor delays
41
Risk Types
 Technology Risks
 E.g. The web server used in the system cannot handle the expected number of
request
 People Risks
 Staff turnover
 Recruitment problem
 Organizational Risks
 Reorganization of departments
 Corporate direction changes, budget reduction
 Requirement Risks
 Changes of requirement in major feature
 Everlasting change
 Estimation Risks
 The schedule is underestimated
 Budget/Manpower is underestimated
 The size of system is underestimated
42
Risk Analysis
 Assess probability and seriousness of each
risk
 Probability: very low, low, moderate, high,
very high
 Seriousness: critical, significant, tolerable or
insignificant
43
Risk Planning
 Develop strategy to manage the risks
 Avoidance Strategies
 Avoid the risk
 Minimization Strategies
 Minimize the probability of the risk
 Potential Deliverable
 Contingency Plan
 If the risk arises, how do we handle it?
44
Project Documentation
1. Introduction
1.1 Project Overview
1.2 Project Deliverables
1.3 References
1.4 Definition and Acronyms
2. Project Organization
2.1 Process Model
2.2 Organizational Structure
2.3 Project Responsibilities
3. Managerial Process
3.1 Management objectives and priorities
3.2 Assumptions, dependencies and constraints
3.3 Risk management
3.4 Monitoring and controlling mechanism
4. Technical Process
4.1 Methods, tools and techniques
4.2 Software Documentation
4.3 Project Support Functions
5. Work elements, schedule and budget
Software Project Management Plan (SPMP)
45
Project
Controlling
46
Project Control Tools
 Regular status meeting with internal team
member to update project status
 Meeting with client to review the system
 Software configuration management system
 Issue Tracking System
 Regular Build & Review with client/user
47
A few words about meeting
 Meeting is expensive!
 Meeting is a waste of time?
 No agenda
 No preparation
 No conclusion come up
 Advices for meeting:
 Announce the agenda in advance stating clearly
 Purpose of meeting, people involved, date/time, things to
discuss
 Write minutes
 Keep track with the action items
48
Measuring Progress
 We need metrics to determine our project progress
 Example of metrics:
 Number of defects in the system
 Number of line of code developed
 Number of use case accomplished
 Number of change request
 Analyze the metric with respect to time
 Example:
 Number of change request during Alpha period
 Number of defects over time
49
Project
Termination
50
Terminating the Project
 Client Acceptance Test
 System Deployment/Installation
 Postmortem Analysis
51
Acknowledgement
The slides were originally
authored by Simon Ng.

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lecture16.ppt

  • 1. 1 Project Management Lecture #16 Software Engineering and Project Management Instructed by Steven Choy on Feb 26, 2007
  • 2. 2 What we will discuss  Software Project Management  Role of a Project Manager  Project Development Phrases  Project Development Activities  Project Organization  Risk Management
  • 4. 4 Are you Ready for a PM Post?  Project Management Skill  Communication  Leadership  Negotiation  Problem Solving  Multitasking  Influencing your team and organization  Mentoring/Coaching  Technical Expertise  Business/Domain Knowledge
  • 5. 5 Job Functions for a PM  Define project scope  Identify/Deal with stakeholder and client/decision maker  Develop task list (Break down a big project into manageable task)  Build schedule  Build the team and choose appropriate team member  Identify resources and decide budget  Setup communication policy  Evaluate/negotiate project requirements  Identify and evaluate risk (Prepare for contingency)  Track milestone  Secure necessary resources  Develop/Manage software development process  Motivate team members and retain them  Report project status to upper management  Meeting, meeting and meeting
  • 7. 7 Project Management Overview  Ensure the delivery of a quality system on time and within budget  Motivate a group of developers/engineers to work efficiently & happily towards the same goal  The success factors:  Quality  Money (i.e. Cost)  Time  Quality, money and time  Trade Off
  • 8. 8 What makes a Successful Project?  Upper management’s Support  Reliable estimate (both cost and time)  Experienced Project Management  User Involvement  Clear Business Objectives/Requirements  Well-chosen Development Methodology  Well-chosen team structure/members  Standard Software Architecture
  • 9. 9 Software Project Phrases Concept Phrase Project Definition Project Start Project Steady State Project Termination
  • 10. 10 Concept Phrase  The “WHY” Phrase  The idea comes out! Collect them!  Analyze and Justify the project  Cost-benefit Analysis  Return-On-Investment  Feasibility Study  Initial project planning and analysis  Identify project sponsor  The authority for approval and decision making
  • 11. 11 Project Definition Phrase  The “WHAT” Phrase  Define the scope of the system in terms of functionalities, constraints and deliverables  Project manager, clients and software architect (or team leader) are involved  Agree on acceptance criteria and delivery date  Potential Deliverables:  Software project management plan  Requirement Specification Document  Requirement Approval & Sign-off
  • 12. 12 Project Start Phrase  The “Kick-Off” Phrase  Analysis and Design Phrase  The project manager sets up the project infrastructure and the team  Project infrastructure: communication channel, meeting arrangement, coding standard, configuration management policy, development workflow, etc.  Skill identification: Identify the skills required  Team assembly: Assign participants to teams, select team leader, and assign roles & responsibilities  Kick-off
  • 13. 13 Project Start Phrase  Potential Deliverables:  Functional Specification  Software Design Document  Detailed Software Design Document  User Interface Specification  Date Model/Design Document  Prototype  Updated Project Management Plan with latest estimates
  • 14. 14 “Project Steady State” Phrase  The “Development” Phrase  Team leaders take over some management functions and ensures the tasks assigned are on track  Design/Coding/Unit Testing/Integration Testing  Project manager arranges regular status meeting  Project manager is responsible to deal with client, renegotiating resources and deadlines
  • 15. 15 Project Termination Phrase  The deliverables are delivered to customer  Delivery: Acceptance test & Installation  Postmortem: Collect the history of the project and learn from it. Avoid to repeat the same mistakes and better the project development process
  • 17. 17 Project Management Activities  Planning  Specify what to be achieved and work out a plan  Plan for schedule, resources including manpower and budget  Organizing  Organize your project team in terms of role and responsibilities  Controlling  Monitor the progress and ensure everything is on track  Terminating  The project comes to an end, that the software system is accepted by the client and installed  Review and learn from the project
  • 18. 18 Project Planning Activities  Clearly state the system to be achieved  Identify the scope and objectives  Estimate cost, resource, effort, staffs, etc.  Project scheduling  Identify resources  How many team members are required?  What types of skill sets you need?  Any training plan?
  • 19. 19 Planning Documentation  Software development plan  Software configuration management plan  Software quality assurance plan  Risk management plan/Contingency plan  Software process improvement plan  Operations plan  Etc…
  • 20. 20 Software Development Plan  Some consider it as “The Master Document”  Fundamental Sections  Project overview  Deliverables  Project organization  Managerial processes  Technical processes  Budget  Schedule
  • 21. 21 Project Scheduling  How long will you take to deliver the system?  How many man-days will it involve?  Prediction is hard, especially for the future and something unknown
  • 22. 22 Project Scheduling - Estimate  How long will it take to finish this project?  Pretty hard question!  Why it’s so hard to give an exact answer?  How do you make the prediction? On what basis?  Estimation is hard, especially for something you do not know about and familiar with!  Most software estimations are off by 25- 100%
  • 23. 23 Estimate Your Schedule “The single most important task of a project: setting realistic expectations. Unrealistic expectations based on inaccurate estimates are the single largest cause of software failure.” Futrell, Shafer, Shafer, “Quality Software Project Management”
  • 24. 24 How to give a Better Estimate #1  Divide & Conquer (Break into smaller pieces)  How long will it take for your project?  Very Difficult  How long will it take to deliver a subsystem of the project?  Still difficult but I can give a better estimate  Okay, how long will take to deliver a module of a subsystem?  More obvious and easy answer, though it’s still a rough estimate  Ask the Expert  Based on expert’s past experience  Based on past projects with similar scope
  • 25. 25 How to give a Better Estimate #2  Estimate Iteratively!  Give your best estimates in each phrase and refine them gradually  Take resource experience or skill set into account  Often needed more time for staffs with less experience  Unfamiliar with a new technology or tool  Don’t forget those “non-project” time & common tasks  Meetings, phone calls, sick days, urgent leave, ad-hoc tasks  How you present an estimate makes huge impact  Range – 8 to 9 months  Coarse Date – 2006 Q4
  • 26. 26 Divide & Conquer by WBS  Break the whole project into small manageable units and predict the time required  Mark the end of a group of activities with a milestone: a significant point of software development project  Minimize task dependency, so that tasks can be done concurrently  Make a good and accurate estimates is not an easy task. It depends on the project manager’s experience
  • 27. 27 Project Scheduling Tool: Work Breakdown Structure  A hierarchic decomposition or breakdown of a project into successive levels WBS number Task Description 1.0 Project initiation 1.1 Draft project plan 2.0 Analysis phase 2.1 Plan user interviews 2.2 Schedule users interviews 3.0 Examination and test 4.0 Design 5.0 Test 6.0 Implementation 7.0 Post implementation review
  • 28. 28 WBS & Gantt Chart  Show high-level view of project activities over time  Notation:  Bar – show task duration  Line with arrow – show dependency Source: Gantt chart from Microsoft Office Website
  • 29. 29 Project Scheduling Tool: PERT Chart  PERT chart shows precedence activities that must be completed before the next activities may be started, i.e. task dependency
  • 30. 30 Team Member Allocation 4/7 11/7 18/7 25/7 1/8 8/8 15/8 22/8 29/8 5/9 12/9 19/9 T4 T8 T1 1 T12 T1 T3 T9 T2 T6 T1 0 T7 T5 Fred Jane Anne Mary Jim
  • 32. 32 Project Organization  Functional  Hierarchical form  Grouped by disciplines and specialties  Organizational units are commonly known as departments  Project-based  Dynamic in nature and created on request  Matrix  A mix of functional and project-based organization
  • 33. 33 Functional Organization Director First Level Manager (“Front-Line Manager”) Project Members Control Flow  Characteristics:  Technical expertise deeper  People within the same department get to know each other well  Service-oriented
  • 34. 34 Sample Functional Organization IT Development QA Product Management Director First Level Manager (“Front-Line Manager”) Project Members Control Flow
  • 35. 35 Project-based Organization  Assembled dynamically, created on request and terminated when the project is accomplished  Participants are assigned to the organization only one project at a time Senior Management Project B Project A Development Marketing Operation
  • 36. 36 Matrix Organization  Combines the characteristics of functional and project- based organization  People from different departments are temporarily “borrowed” to work on a project  When the project is finished, they are returned to their own department  Project members that are assigned may work on part- time basis for the project  Team leader is the principal authority for the project
  • 37. 37 Matrix Organization IT Senior Management Development QA Product Management Project Management Office Project Manager A Project Manager B Project Manager C
  • 39. 39 Risk Management  A risk is a potential problem that may lead to project failure  Risk Management  Identify risk  “Attack” the risk
  • 40. 40 Common Software Project Risks  Staff turnover  Unrealistic schedule and budget  Everlasting requirement changes  Management/Corporate direction Change  Corporate technology policy change  Size of the system underestimate  External vendor delays
  • 41. 41 Risk Types  Technology Risks  E.g. The web server used in the system cannot handle the expected number of request  People Risks  Staff turnover  Recruitment problem  Organizational Risks  Reorganization of departments  Corporate direction changes, budget reduction  Requirement Risks  Changes of requirement in major feature  Everlasting change  Estimation Risks  The schedule is underestimated  Budget/Manpower is underestimated  The size of system is underestimated
  • 42. 42 Risk Analysis  Assess probability and seriousness of each risk  Probability: very low, low, moderate, high, very high  Seriousness: critical, significant, tolerable or insignificant
  • 43. 43 Risk Planning  Develop strategy to manage the risks  Avoidance Strategies  Avoid the risk  Minimization Strategies  Minimize the probability of the risk  Potential Deliverable  Contingency Plan  If the risk arises, how do we handle it?
  • 44. 44 Project Documentation 1. Introduction 1.1 Project Overview 1.2 Project Deliverables 1.3 References 1.4 Definition and Acronyms 2. Project Organization 2.1 Process Model 2.2 Organizational Structure 2.3 Project Responsibilities 3. Managerial Process 3.1 Management objectives and priorities 3.2 Assumptions, dependencies and constraints 3.3 Risk management 3.4 Monitoring and controlling mechanism 4. Technical Process 4.1 Methods, tools and techniques 4.2 Software Documentation 4.3 Project Support Functions 5. Work elements, schedule and budget Software Project Management Plan (SPMP)
  • 46. 46 Project Control Tools  Regular status meeting with internal team member to update project status  Meeting with client to review the system  Software configuration management system  Issue Tracking System  Regular Build & Review with client/user
  • 47. 47 A few words about meeting  Meeting is expensive!  Meeting is a waste of time?  No agenda  No preparation  No conclusion come up  Advices for meeting:  Announce the agenda in advance stating clearly  Purpose of meeting, people involved, date/time, things to discuss  Write minutes  Keep track with the action items
  • 48. 48 Measuring Progress  We need metrics to determine our project progress  Example of metrics:  Number of defects in the system  Number of line of code developed  Number of use case accomplished  Number of change request  Analyze the metric with respect to time  Example:  Number of change request during Alpha period  Number of defects over time
  • 50. 50 Terminating the Project  Client Acceptance Test  System Deployment/Installation  Postmortem Analysis
  • 51. 51 Acknowledgement The slides were originally authored by Simon Ng.