Breakout session:Breakout session:
Project Management for the future Assistant
Heather Dallas
Dallas Development Ltd
Welcome to
Practical Project Management
Heather Dallas
For Practically Perfect PA
Dallas Development 2
Outline
• Establish project parameters
• Resources, constraints & risks
• Plan & prioritise milestones & tasks
3Dallas Development
QTC Triangle to ascertain the
project drivers
Dallas Development 4
Quality
CostTime
Dallas Development 5
Brief: Organise an event for global senior management team in top
hotel in Paris for 4th
November, a high profile dinner for the night
before with top speaker. Budget is £35k.
Questions:
Is it 3 line whip?
Has date been published?
Is date non-negotiable?
Does it clash with any public holidays?
What is the overall purpose?
Will attendees pay own travel & accommodation?
Rural or central Paris?
Where are delegates from?
Easy access to airport and trains?
Any personal preferences or dislikes for hotel chains?
Has guest speaker been invited?
Entertainment for night before?
Seating plan?
Gap Analysis
Dallas Development 6
2. Now
4. Constraints 5. Risks3. Resources
1. Outcome
Gap Analysis
Dallas Development 7
2. Now
10 year old Excel, 50% use,
2000 records
4. Constraints
2 months
Unknown system
£5000 budget
Terry leaves 3 weeks
5. Risks
System issues
Users – not ‘bought in’
Data protection
3. Resources
IT
Marketing Manager
£5000 budget
2 months
Terry – expert user
1. Outcome
Marketing Database
5k records
Fit for purpose
All staff trained
Dependency Sequencing
8Dallas Development
Phase 3
24hours before &
event 20th
Nov
Sign-off
Phase 2
May-Nov
Logistics
Sign-off
Phase 1
March-April
Research & Book
Sign-off
Dependency Sequencing
9Dallas Development
Phase 3
24hours before &
event 20th
Nov
Check everything
Travel to hotel
Meet speaker
Update final delegate list
Sort name badges
Sign-off
Phase 2
May-Nov
Logistics
Visit hotel
Dietary requirements
Choose menus
Table plan
Collate handouts
Get copies of slides
Update agenda
Update delegate list
Audio visual
Sign-off
Phase 1
March-April
Research & Book
Establish aim
Save the date
Confirm speaker
Draft delegate list
Phone Claude, Paris
Book Eurostar
Email venue agent
Visit 3 venues
Debrief ’client’
Final decision
Negotiate contract
Finalise agenda
Send out Jis
Sign-off
Summary
• QTC Triangle
• Gap Analysis
• Dependency Sequencing
10Dallas Development
Breakout session:Breakout session:
How to run better events
William Thomson
Gallus Events

Project Management for the future assistant

  • 1.
    Breakout session:Breakout session: ProjectManagement for the future Assistant Heather Dallas Dallas Development Ltd
  • 2.
    Welcome to Practical ProjectManagement Heather Dallas For Practically Perfect PA Dallas Development 2
  • 3.
    Outline • Establish projectparameters • Resources, constraints & risks • Plan & prioritise milestones & tasks 3Dallas Development
  • 4.
    QTC Triangle toascertain the project drivers Dallas Development 4 Quality CostTime
  • 5.
    Dallas Development 5 Brief:Organise an event for global senior management team in top hotel in Paris for 4th November, a high profile dinner for the night before with top speaker. Budget is £35k. Questions: Is it 3 line whip? Has date been published? Is date non-negotiable? Does it clash with any public holidays? What is the overall purpose? Will attendees pay own travel & accommodation? Rural or central Paris? Where are delegates from? Easy access to airport and trains? Any personal preferences or dislikes for hotel chains? Has guest speaker been invited? Entertainment for night before? Seating plan?
  • 6.
    Gap Analysis Dallas Development6 2. Now 4. Constraints 5. Risks3. Resources 1. Outcome
  • 7.
    Gap Analysis Dallas Development7 2. Now 10 year old Excel, 50% use, 2000 records 4. Constraints 2 months Unknown system £5000 budget Terry leaves 3 weeks 5. Risks System issues Users – not ‘bought in’ Data protection 3. Resources IT Marketing Manager £5000 budget 2 months Terry – expert user 1. Outcome Marketing Database 5k records Fit for purpose All staff trained
  • 8.
    Dependency Sequencing 8Dallas Development Phase3 24hours before & event 20th Nov Sign-off Phase 2 May-Nov Logistics Sign-off Phase 1 March-April Research & Book Sign-off
  • 9.
    Dependency Sequencing 9Dallas Development Phase3 24hours before & event 20th Nov Check everything Travel to hotel Meet speaker Update final delegate list Sort name badges Sign-off Phase 2 May-Nov Logistics Visit hotel Dietary requirements Choose menus Table plan Collate handouts Get copies of slides Update agenda Update delegate list Audio visual Sign-off Phase 1 March-April Research & Book Establish aim Save the date Confirm speaker Draft delegate list Phone Claude, Paris Book Eurostar Email venue agent Visit 3 venues Debrief ’client’ Final decision Negotiate contract Finalise agenda Send out Jis Sign-off
  • 10.
    Summary • QTC Triangle •Gap Analysis • Dependency Sequencing 10Dallas Development
  • 11.
    Breakout session:Breakout session: Howto run better events William Thomson Gallus Events