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Project Management
Principles
A Brief Overview
Teresa Jurgens-Kowal, PhD, MBA, PE, PMP©, NPDP
9 April 2015www.globalnpsolutions.com 1
PM Topics - Agenda
What is a project?
Organizational structures
Project trade-offs
The Triple Constraint
Common PM frameworks
Successful PM traits, skills
www.globalnpsolutions.com 29 April 2015
Quick Poll
Are you currently working on a project?
9 April 2015www.globalnpsolutions.com 3
Project Fundamentals
Project
A temporary endeavor undertaken to
create a unique product, service, or result
Normally requires a temporary cross-
functional team to execute a project
Work is routine, on-going
9 April 2015www.globalnpsolutions.com 4
Project or Work?
Project Work
9 April 2015www.globalnpsolutions.com 5
Making dinner
Making dinner
Remodeling the kitchen
Remodeling the kitchen
Vehicle oil change
Vehicle oil change
Buying a new car
Buying a new car
Upgrade to higher capacity pump
Upgrade to higher capacity pump
Implement load shedding scheme
Implement load shedding scheme
Design a load shedding scheme
Design a load shedding scheme
Monitor coke build-up on catalyst
Monitor coke build-up on catalyst
Perform refinery turnaround Switch co-polymers for PE product
Sit for the PE exam Maintain PDUs for PE
Projects are temporary and produce a unique result
Organizational Structures
Project-
Oriented
Matrix Functional
PM Role Full-time Varies Part-time
Budget Project owned Varies Department
Team Structure Cross-functional Cross-functional Single function
Team Members Full-time Varies Part-time
Performance
Reviews
Project
Manager
PM &
Functional Mgr
Functional
Manager
www.globalnpsolutions.com 69 April 2015
Repeat Poll…
Are you currently working on a project?
What is the project organizational structure?
What is the #1 challenge you face with
projects? (write it down)
9 April 2015www.globalnpsolutions.com 7
Triple Constraint
9 April 2015www.globalnpsolutions.com 8
QUALITY
SCOPE
Common PM Frameworks
9 April 2015www.globalnpsolutions.com 9
Initiating
Planning
Executing
Monitoring
and
Controlling
Closing
Stage-Gate Framework
Work is done in stages
Gate review approves next stage work
Manages technical risk through trial and
experimentation
9 April 2015www.globalnpsolutions.com 10
1 2 4 53
The Project Manager’s Job
Project management careers growing
More than requirements and
deliverables
Key characteristics of a PM job
Manage stakeholders
Communication (conflict management)
Leadership
9 April 2015www.globalnpsolutions.com 11
Managing Stakeholders
Stakeholder = anyone with a vested
interest in the project
Supporting, resistant, or negative
Ensure you understand each
stakeholder’s expectations
Different communication type for each
stakeholder
9 April 2015www.globalnpsolutions.com 12
Communication Channels
9 April 2015www.globalnpsolutions.com 13
Increasing Team Size
9 April 2015www.globalnpsolutions.com 14
Project Communications
9 April 2015www.globalnpsolutions.com 15
Stakeholder Document Format Contact Due Date
Customer Monthly
status report
Hard copy Bob Jones 1st of month
Internal
Management
Weekly status
report
e-mail, link to
database
Sarah Smith,
John Williams
Every Friday
by 5:00 pm
Training
Contractor
Training plan Hard copy,
meeting
Nasrah Singh No later than
December 1st
IT
Development
Software
plan
e-mail Liu Chan No later than
June 15th
Transformational Leadership
 Charisma
 Self-confidence
 Vision
 Environmental sensitivity
 Intellectual stimulation
 Interpersonal communication
 Inspiration
 Morality
9 April 2015www.globalnpsolutions.com 16
Inspiring
Change
Summary
Engineers work on a lot of projects!
Triple constraint balances scope,
schedule, and budget
Common PM framework (drawing!)
Traits of successful PM
Stakeholder requirements
Communication
Leadership
9 April 2015www.globalnpsolutions.com 17
PROJECT MANAGEMENT
For more information…
Questions? Comments?
 Feel free to contact me
 www.globalnpsolutions.com
 teresa@globalnpsolutions.com
 281-280-8717
9 April 2015www.globalnpsolutions.com 18
QUAL
ITY
SCOPE

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Pm engineers-ai ch-e-9apr2015

  • 1. Project Management Principles A Brief Overview Teresa Jurgens-Kowal, PhD, MBA, PE, PMP©, NPDP 9 April 2015www.globalnpsolutions.com 1
  • 2. PM Topics - Agenda What is a project? Organizational structures Project trade-offs The Triple Constraint Common PM frameworks Successful PM traits, skills www.globalnpsolutions.com 29 April 2015
  • 3. Quick Poll Are you currently working on a project? 9 April 2015www.globalnpsolutions.com 3
  • 4. Project Fundamentals Project A temporary endeavor undertaken to create a unique product, service, or result Normally requires a temporary cross- functional team to execute a project Work is routine, on-going 9 April 2015www.globalnpsolutions.com 4
  • 5. Project or Work? Project Work 9 April 2015www.globalnpsolutions.com 5 Making dinner Making dinner Remodeling the kitchen Remodeling the kitchen Vehicle oil change Vehicle oil change Buying a new car Buying a new car Upgrade to higher capacity pump Upgrade to higher capacity pump Implement load shedding scheme Implement load shedding scheme Design a load shedding scheme Design a load shedding scheme Monitor coke build-up on catalyst Monitor coke build-up on catalyst Perform refinery turnaround Switch co-polymers for PE product Sit for the PE exam Maintain PDUs for PE Projects are temporary and produce a unique result
  • 6. Organizational Structures Project- Oriented Matrix Functional PM Role Full-time Varies Part-time Budget Project owned Varies Department Team Structure Cross-functional Cross-functional Single function Team Members Full-time Varies Part-time Performance Reviews Project Manager PM & Functional Mgr Functional Manager www.globalnpsolutions.com 69 April 2015
  • 7. Repeat Poll… Are you currently working on a project? What is the project organizational structure? What is the #1 challenge you face with projects? (write it down) 9 April 2015www.globalnpsolutions.com 7
  • 8. Triple Constraint 9 April 2015www.globalnpsolutions.com 8 QUALITY SCOPE
  • 9. Common PM Frameworks 9 April 2015www.globalnpsolutions.com 9 Initiating Planning Executing Monitoring and Controlling Closing
  • 10. Stage-Gate Framework Work is done in stages Gate review approves next stage work Manages technical risk through trial and experimentation 9 April 2015www.globalnpsolutions.com 10 1 2 4 53
  • 11. The Project Manager’s Job Project management careers growing More than requirements and deliverables Key characteristics of a PM job Manage stakeholders Communication (conflict management) Leadership 9 April 2015www.globalnpsolutions.com 11
  • 12. Managing Stakeholders Stakeholder = anyone with a vested interest in the project Supporting, resistant, or negative Ensure you understand each stakeholder’s expectations Different communication type for each stakeholder 9 April 2015www.globalnpsolutions.com 12
  • 13. Communication Channels 9 April 2015www.globalnpsolutions.com 13
  • 14. Increasing Team Size 9 April 2015www.globalnpsolutions.com 14
  • 15. Project Communications 9 April 2015www.globalnpsolutions.com 15 Stakeholder Document Format Contact Due Date Customer Monthly status report Hard copy Bob Jones 1st of month Internal Management Weekly status report e-mail, link to database Sarah Smith, John Williams Every Friday by 5:00 pm Training Contractor Training plan Hard copy, meeting Nasrah Singh No later than December 1st IT Development Software plan e-mail Liu Chan No later than June 15th
  • 16. Transformational Leadership  Charisma  Self-confidence  Vision  Environmental sensitivity  Intellectual stimulation  Interpersonal communication  Inspiration  Morality 9 April 2015www.globalnpsolutions.com 16 Inspiring Change
  • 17. Summary Engineers work on a lot of projects! Triple constraint balances scope, schedule, and budget Common PM framework (drawing!) Traits of successful PM Stakeholder requirements Communication Leadership 9 April 2015www.globalnpsolutions.com 17
  • 18. PROJECT MANAGEMENT For more information… Questions? Comments?  Feel free to contact me  www.globalnpsolutions.com  teresa@globalnpsolutions.com  281-280-8717 9 April 2015www.globalnpsolutions.com 18 QUAL ITY SCOPE