This document provides an overview of project management concepts and techniques. It outlines the objectives of a project management simulation course, which are to provide process knowledge and application of PMI principles and Microsoft Project. The document then covers various aspects of project management, including defining a project, initiating a project, planning, scheduling, controlling a project, and using Microsoft Project as a scheduling tool. Key topics like the project lifecycle, work breakdown structure, Gantt charts, resources, and change management are discussed at a high level.

1. Project Management
Simulation
Faisal Ahmed

2. Introduction
2

3. Course Objectives
• To provide a high level process
knowledge and application techniques for
a successful project using Project
Management Institute (PMI) principles and
Microsoft Project ™
3

4. Course Milestones
4

5. What is a Project?
 Definition:
– A Project is a temporary endeavor undertaken to
create a unique product or service
 Temporary means that every project has a
definite beginning and a definite end
 Unique means that the product or service is
different in some distinguishing way from all
similar products or service
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6. Parts of a Project
 All projects consist of 5 parts:
– Initiation
– Planning
– Execution
– Monitor and Control* (some consider this a part of Execution)
– Closure / Conversion
 There may be a pre-project elements such as:
– Needs assessment
– Business Process Analysis (BPA)
– And more…….
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7. Project Management Benefits
 Identify functional responsibilities
 Identify time limits
 Measure accomplishments vs. plans
 Early problem identification
 Improve future estimating capabilities
 Early detection of objectives that can not be
met
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8. Typical Project Organization
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9. Classes and Tools of Projects
 Individual
– Does not interface with other corporate systems
 Timeline
 Microsoft Excel
 Department
– Supports multiple users and few interfaces
– Information from multiple entities
 AMS Real-time
 Clarity
 Microsoft Project Basic
 Enterprise
– Integrated into corporate
– Supports multiple users and entities
– Multiple projects / sub-projects
 Artemis
 Primavera
 Microsoft Project Enterprise
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10. Simulation Choice
Pick a Project
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11. Unit 1: Define the Project
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12. Unit 1 Objective
• Starting from a rough description of a
project, create the project definition to be
reviewed with the sponsors
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13. Course Milestones
13

14. Project Initiation
 Careful analysis
 Design to match resources, schedule and organization
 Organizational impact
 Define goals and objectives
 Identify Stakeholders
 Identify assumptions and constraints
 Identify potential risks and impact thereof**
 Develop Approach
 Develop Make vs. Buy decision justification
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15. Definition Tasks
 Make or Buy Decision
 Work Breakdown Structure
– Identify major products
– Identify activities
– Identify tasks
– Identify subtasks
– Identify work / material packages
 Charter
 Estimation of Resources and Schedule
 Major Milestones
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16. Exercise 1
 Perform definition tasks
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17. Unit 2: Initiate The Project
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18. Unit 2 Objective
• To apply project management tools and
techniques to complete the Initiation
phase
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19. Course Milestones
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20. Initiation Parts
 Estimate cost and schedule
 Develop a Business Case
 Alternatives Analysis
 Establish the Project Charter
 Set up the Project Office
20

21. Estimate cost and schedule
 5 ways of estimating:
– Top Down
– Bottom Up
– Analogy
– Delphi
– Parametric
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22. Develop a Business Case
 Components
– Identify Scope
– Identify Cost estimate
– Identify Schedule estimates
– Identify Participation
– Identify Known risks
– Identify Funding source
 Laws and Regulations
 Mature Processes
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23. Alternatives Analysis
Based on Make / Buy Decision
Qualitative Analysis
–Benefits
–Compliance
–Other
Quantitative
–Benefits
–Budget
–Other
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24. Establish the Project Charter
 Scope
 People
 Responsibilities
 Relationships
 Simple
 Record of decision
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25. Set up the Project Office
Assign Project Manager
Create Responsibility Matrix
Assign Resources
Create Asset Library
Create Functional Directory
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26. Exercise 2
 Perform Initiation tasks
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27. Unit 3: Plan The Project
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28. Unit 3 Objective
• To apply project management tools and
techniques to complete the Planning
phase
Planning is the most critical part
of a project
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29. Course Milestones
29

30. Planning Parts
 Finalize Requirements
 Develop all plans
 Compare all plans with planning standards
(Integrated Baseline Review – IBR)
 Review all plans with sponsors
 Create Records of Decision
 Enter plans into the Project Asset Library
(PAL)
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31. Planning Parts
31

32. Planning Parts
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33. Finalize Requirements
 Perform Business Process Analysis
 Prioritize and finalize all requirements
 Develop a Functional Requirements Document
(FRD)
 Review with Stakeholders and create Records
of Decision
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34. Other considerations
 Integrated Baseline Review (IBR)
 Project Management Planning
Services (PMPS)
 Project Portal as Project Asset
Library (PAL)
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35. Exercise 3
 Create a short list of Project plans for your
project
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36. Unit 4: Schedule The Project
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37. Unit 4 Objective
• To apply project management tools and
techniques to develop a Work Breakdown
Structure (WBS) and translate the WBS to
a Milestone Schedule
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38. Course Milestones
38

39. Scheduling Parts
 Work Breakdown Structure
 Milestone Chart
 Relationships / Dependencies
 Buffers / Lags / Leads
39

40. Work Breakdown Structure
 The most important part of scheduling
 Component include:
– Control Accounts
– Work Packages
– Tasks
– Resource
– Cost
– Time
 The more detail the WBS the better the ability to
manage the schedule
40

41. Milestone Chart
 Breaking a big project into multiple
manageable pieces
 Used primarily to brief the Sponsors
and Stakeholders
 Used as a review and celebration point
 Might require additional review and
planning
 Zero Duration
41

42. Relationships / Dependencies
Relationships include:
–Among Milestones
–Among Control Accounts
–Among Tasks
Dependencies include:
–Among Work Packages
–Among Tasks
–Among Resources
42

43. Buffers / Lags / Leads
 Buffers:
– Amount of free time that can be dedicated for project
contingencies
 Lags:
– Amount of time must pass until the next related Work
Package or Task can start
 Leads:
– Amount of time must be allocated to a Control Account,
Work Package or Task in advance in order for the next
related item to start
43

44. Exercise 4
 Create a list of Dependent tasks and
possible Buffers / Lags / Leads
44

45. Unit 5: Using Microsoft Project
45

46. Unit 5 Objective
• Learning to use Microsoft Project ™ as a
scheduling tool
46

47. Course Milestones
47

48. Intro. To MS Project 2003
 Create and Save a Project Schedule
 Calendar Functions
 Create, Copy and Move Tasks
 Create Indent Structure and WBS
 Relationships and Constraints
 Define and Allocate Resources
 Status and Adjust
 Print Reports and Graphs
48

49. Create and Save a Project Schedule
 Start MS Project
 Select File > New
 Select File > Save As
49

50. Calendar Functions
 Select Project > Project
Information
 Set Project Dates
 Select Tools > Options
 Set Parameters
50

51. Create, Copy and Move Tasks
Click on the first Task
Name field and enter a
task name and enter
Select Edit > Copy Task
and Right Click > Paste
(Rename)
Drag and Move Task
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52. Create Indent Structure and WBS
 Create Subtasks as per WBS
 Select multiple Sub-Tasks and Right Click > Indent
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53. Relationships and Constraints
Assign Predecessors
Notice Successors
Assign Start to Start / Lag Days
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54. Define and Allocate Resources
 Create Resource List
 Select View > Resource Sheet
 Assign Resources to task using dropdown in the Resources Column
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55. Status and Adjust
Change Status Date (Select Project > Project Information)
Adjust Task Durations
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56. Print Reports and Graphs
 Select File > Print Preview
 Select Report > Reports / Visual Reports
56

57. Exercise 5
 Create a project schedule using Microsoft
Project 2007 and adjust tasks
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58. Unit 6: Control The Project
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59. Unit 6 Objective
• To apply project management tools and
techniques to control the project tasks
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60. Course Milestones
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61. Controlling Parts
 Schedule
 Cost
 Resource
 Change
 Quality
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62. Schedule
 The schedule is monitored as frequently as
needed
 The schedule is monitored for task completion
dates, deliverable dates, meetings, reports, etc
 The schedule is monitored for monthly status
reports
 The primary responsibility of the PM
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63. Cost
 The cost is monitored as frequently as
needed.
 The cost is monitored for task completion,
invoices, spending of the PMO, etc
 The cost is monitored for monthly status
reports
 The primary responsibility of the COTR and
Budget Analyst
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64. Resource
 The resources are monitored as frequently
as needed.
 The resources are monitored for task
assignments, staffing requirements,
technology needs, etc
 The resources are monitored for monthly
status reports and reporting to sponsors
 The primary responsibility of the Business
Operations manager and PM
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65. Change
 Change management occurs with any needed
change and directly relates to Scope
 Change is managed through a change management
process established by the PMO and outlined in a
Change/Configuration Management Plan
 The changes are monitored for monthly status
reports and reporting to sponsors
 The primary responsibility of the Change Control
Board (CCB)
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66. Quality
 Quality Assurance (QA) management occurs on an
established measurement intervals
 QA is managed through a management process
established by the PMO and the acceptable quality
levels (AQLs) outlined in a Quality Assurance and
Surveillance Plan (QASP)
 Acceptable quality levels are monitored for monthly
status reports and reporting to sponsors
 The primary responsibility of the COR/COTR and the
Business Operations Manager / PM
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67. Knowledge Review
 Final Project Schedule
 Quick test
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68. Contact
 Dr. Faisal Ahmed
 faisal_b_ahmed@hotmail.com
 (202) 369-6781
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