The document outlines a workshop focused on effectively planning and managing projects, identifying critical success factors, and tracking progress from start to completion. It includes activities for participants to introduce their projects and engage in group discussions about planning and resource needs. The workshop also emphasizes understanding different communication and learning styles to enhance collaboration.

1. Welcome!
Jason@WomackCompany.com
US 805 640 6401
UK 020 8144 7000
www.WomackCompany.com

2. Objectives:
1.Effectively plan a results-
oriented project;
2. identify the critical success
factors for maximum impact;
3. track & report on progress
from beginning to completion.

3. Fill out page 2 of your booklet.

4. THANK YOU

5. • In just a moment, please
introduce yourself to the 2
people next to you...

6. • ... and share the name of the
project you’re currently thinking
about for the course today.
• “Hi my name is...
And, the name of the project is...”

7. 3

8. Page 3
Please review the three areas we
will explore during this workshop.

9. Ideas...
Implementation...

10. How Do I Think?

11. Page 32-33
True...or False
(as in generally... or most of the time)

12. Page 34-35
Rank in order of preference
1 = MOST preferred
3= LEAST preferred
(as in generally... or most of the time)

13. How Do I Think?

14. How Do I Think?

15. • Please write your own
response to the prompt on
the top of page 4:
• “Managing Projects” means:
_____________________________
_____________________________
_____________________________

16. Objectives:
1.Effectively plan a results-
oriented project;
2. identify the critical success
factors for maximum impact;
3. track & report on progress
from beginning to completion.

18. Four Components:
productively managing a project
D=
C=
O=
M=

20. Four Components:
productively managing a project
D= Direction
C=
O=
M=

23. Four Components:
productively managing a project
D= Direction
C= Competencies
O=
M=

26. Four Components:
productively managing a project
D= Direction
C= Competencies
O= Opportunities
M=

29. Four Components:
productively managing a project
D= Direction
C= Competencies
O= Opportunities
M= Motivation

31. • Page 5

32. Objectives:
1.Effectively plan a results-
oriented project;
2. identify the critical success
factors for maximum impact;
3. track & report on progress
from beginning to completion.

33. • Please write a brief (please
keep it to 10-20 words)
definition of the project you
brought to think about and
plan today.
• (This is a VERY rough draft
description of the project.)

34. • Now, in small groups, please
share - one at a time - the
project you’re thinking
about/planning/managing.
• “Hi my name is...
And, my project is...”

35. Critical
Success
Factors
*Critical Success Factor
(CSF) is the term for an
element that is necessary for
an organization
or project to achieve its
mission.

36. • Who are the significant stakeholders?
___________________ (
)

37. • Who are the significant stakeholders?
ie: Lauren Murphey (Asst.Vice President,
Editorial Design)
Tim Rhone (Junior Editor,
Marketing)

38. Name Discussion Points
Name
....item A to discuss....
....item b to discuss....
....item c to discuss....
________ ____________________
____________________
____________________
________ ____________________
____________________
____________________
________ ____________________
____________________
____________________

39. Name Discussion Points
Lauren Murphey
....Setting up a milestone check-in....
....Introduce book to editors Christina and Tim....
....Go over current assets re: ISBN/Website....
________ ____________________
____________________
____________________
________ ____________________
____________________
____________________
________ ____________________
____________________
____________________

41. Brain
Storm

42. What are you already thinking...?
____________________ ____________________
____________________ ____________________
____________________ ____________________
____________________ ____________________
____________________ ____________________
____________________ ____________________
____________________ ____________________
____________________ ____________________
____________________ ____________________
____________________ ____________________
____________________ ____________________
____________________ ____________________
____________________ ____________________
____________________ ____________________
____________________ ____________________

44. NOUN VERB

45. NOUN VERB
design action
vision task
process delegation

46. NOUN VERB
design action
vision task
process delegation

47. Thinking Styles / Learning Styles
Noun and Verb Auditory
Visual
Kinesthetic

48. S trengths W eaknesses
O pportunities T hreats

49. What do I do well? Where could I lose time?
How can I work effectively? What would make this
What are my project difficult?
organizational skills?
How could I make this What might get in the way?
project go more smoothly? What do I need to watch
Who do I know who could out for?
help me (informally?)

50. Project Due Date: ____________, ____, ______
90 Days = ____________, ____, ______
45 Days = ____________, ____, ______
23 Days = ____________, ____, ______
12 Days = ____________, ____, ______
6 Days = ____________, ____, ______
3 Days = ____________, ____, ______
Tomorrow = ____________, ____, ______

51. Project Due Date: August, 22, 2011
90 Days = June, 30, 2011
45 Days = ____________, ____, ______
23 Days = ____________, ____, ______
12 Days = ____________, ____, ______
6 Days = ____________, ____, ______
3 Days = ____________, ____, ______
Tomorrow = ____________, ____, ______

52. Project Due Date: ____________, ____, ______
90 Days = June, 30, 2011
45 Days = May, 16, 2011
23 Days = ____________, ____, ______
12 Days = ____________, ____, ______
6 Days = ____________, ____, ______
3 Days = ____________, ____, ______
Tomorrow = ____________, ____, ______

53. Project Due Date: ____________, ____, ______
90 Days = June, 30, 2011
45 Days = May, 16, 2011
23 Days = April, 24, 2011
12 Days = ____________, ____, ______
6 Days = ____________, ____, ______
3 Days = ____________, ____, ______
Tomorrow = ____________, ____, ______

54. Project Due Date: ____________, ____, ______
90 Days = June, 30, 2011
45 Days = May, 16, 2011
23 Days = April, 24, 2011
12 Days = April, 13, 2011
6 Days = ____________, ____, ______
3 Days = ____________, ____, ______
Tomorrow = ____________, ____, ______

55. Project Due Date: ____________, ____, ______
90 Days = June, 30, 2011
45 Days = May, 16, 2011
23 Days = April, 24, 2011
12 Days = April, 13, 2011
6 Days = April, 7, 2011
3 Days = ____________, ____, ______
Tomorrow = ____________, ____, ______

56. Project Due Date: ____________, ____, ______
90 Days = June 30, 2011
45 Days = May 16, 2011
23 Days = April 24, 2011
12 Days = April 13, 2011
6 Days = April 7, 2011
3 Days = April 4, 2011
Tomorrow = ____________, ____, ______

57. Project Due Date: ____________, ____, ______
90 Days = June 30, 2011
45 Days = May 16, 2011
23 Days = April 24, 2011
12 Days = April 13, 2011
6 Days = April 7, 2011
3 Days = April 4, 2011
Tomorrow = April 2, 2011

59. Objectives:
1.Effectively plan a results-
oriented project;
2. identify the critical success
factors for maximum impact;
3. track & report on progress
from beginning to completion.

60. Page 12
A One-Page Project Plan
Please fill in the blanks there...

61. Title: 4-8 words
Successful Outcome:
When will you know you’re done?
Who does the project apply to?
MAIN stakeholder
Overview of the project:
MAIN milestones

62. Page 13
(on the blank page there...)
Please draft your own version of a
Project Plan - how you will address
planning, working on and completing
the project you are thinking about.

63. Groups of 3.
Please take turns sharing your
current project, and your “overview”
of the project plan.

64. Groups of 3.
Please take turns sharing your
current project, and your “overview”
of the project plan.
Partners:
As you’re listening, think about learning
and communication styles.
Please use this feedback:
“Have you thought about...?”

65. “Have you thought about...?”

66. Determine Resource Needs.
name
department
group
...
...
...

67. Page 16

68. Objectives:
1.Effectively plan a results-
oriented project;
2. identify the critical success
factors for maximum impact;
3. track & report on progress
from beginning to completion.

69. Page 16
2 keys to improving your daily productivity

71. Page 17
What is a “typical” day like for you?
Write/Draw/Outline your activities and
roles from the time you get in to the
office, until you leave for the day.

73. questions/
comments
considerations
90 Days = ____________, ____, ______
45 Days = ____________, ____, ______
23 Days = ____________, ____, ______
12 Days = ____________, ____, ______
6 Days = ____________, ____, ______
3 Days = ____________, ____, ______
Tomorrow = ____________, ____, ______

74. Please read over Pages 18-19
Then...
Fill in the prompts on page 20.

75. Determine Resource Needs (continued)
Page 21:
___________
_______________________
_______________________
_______________________

76. Page 21:
larger part of the project
subtask #1
subtask #2
subtask #3

77. Page 21:
Draft conclusion YBJGB (10-15 pages)
Review the proposal chapter info
Brainstorm the “concluding story” (So That...)
Call for interview: Dave B., Josh M.

79. Ways that we communicate &
influence ourselves and others
1. Auditory
2.
3.
Review pages 32-35 to see
some of your own
preferences…

80. Working Style
#1: Auditory

81. Working Style #1: Auditory
•Cues that one is auditory / things to say:
• “Do you hear what I'm saying? ”
• “Sounds good to me.”
• “That sounds right.”
• “That rings a bell.”
• “I hear ya.”

82. RECOMMENDED TECHNIQUES:
• Record notes and and listen to the recording.
• Engage in discussions.
• Read out loud.
• Consider a speech recognition tool such as:
http://www.womackcompany.com/reqall

83. Ways that we communicate &
influence ourselves and others
1. Auditory
2. Visual
3.
Review pages 32-35 to see
some of your own
preferences…

84. Working Style
#2 Visual

85. Working Style #2: Visual
•Cues that one is visual / things to say:
• “That looks good.”
• “I see what you’re talking about”
• “I can picture it.”
• “Can you show me again?”
• “Ahhhh, that’s what it looks like.”

86. RECOMMENDED TECHNIQUES:
• Avoid visual distractions.
• Use highlighters/sticky notes to emphasize
pieces of the material.
• Write things down, take notes and draw
illustrations.
• Take pictures, look at them later.

87. Ways that we communicate &
influence ourselves and others
1. Auditory
2. Visual
3. Kinesthetic
Review pages 32-35 to see
some of your own
preferences…

88. Working Style
#3 Kinesthe;c (Sensory)

89. Working Style #3: Kinesthe;c
•Cues that one is kinesthetic / things to say:
• “That makes sense.”
• “I get it.”
• “It doesn’t feel right.”
• “Just give it to me straight.”
• “Help me understand.”

90. RECOMMENDED TECHNIQUES:
• Role playing, demonstrating techniques.
• Move around, fidget, change seats.
• Get people to talk, ask them to draw on a white
board/flip chart, to explain something.
• Get them to show you what they mean.

91. Page 22-23
Much of the time, a form of
“delegation” is asking for advice
or assistance from others
(coworkers, colleagues, etc)

92. Objectives:
1.Effectively plan a results-
oriented project;
2. identify the critical success
factors for maximum impact;
3. track & report on progress
from beginning to completion.

93. Tracking your
own progress
Pages 24-25

94. Page 26 (+ 7 things)

95. Page 29-31
Read and underline/highlight...

97. THANK
YOU
Objectives:
1.Effectively plan a results-
oriented project;
jason@womackcompany.com 2. identify the critical success
805-640-6401
factors for maximum impact;
3. track & report on progress
from beginning to completion.