Project Management Overview for Leaders
Jeff Thaler - Head of Program Management, GroupM US
linkedin.com/in/jeffthaler/
June 10, 2020
How the project
was briefed
How the team
understood it
How it was
designed
How the project
was developed
How the consultant
described it
How it was
documented How it was deployed How the customer
was billed
How it was
supported
What the customer
really needed
PROJECT
MANAGEMENT
CYCLE & SUITE
01 OVERVIEW
02 PLAN
03 MANAGE
04 TRACK
05 REPORT
06 COLLABORATE
PROGRAM MANAGEMENT CYCLE & SUITE
Project
Management
Plan
ManageReport
Track
Gantt Chart
Kanban Board
Data
Analysis
REDUCTIONS
• effort & errors
• gaps & redundancies
• ramp-up & cycle time
• costs
IMPROVEMENTS
• quality / speed
• scope control
• communication
• talent attraction / retention
• margin
SHIFTS
• distractions >> deliverables
• crisis >> clients
• intervention >> innovation
• defense >> offense Collaborate
Collab. Platform
PROGRAM MANAGEMENT CYCLE & SUITE
Project
Management
Plan
ManageReport
Track
Gantt Chart
REDUCTIONS
• effort & errors
• gaps & redundancies
• ramp-up & cycle time
• costs
IMPROVEMENTS
• quality / speed
• scope control
• communication
• talent attraction / retention
• margin
SHIFTS
• distractions >> deliverables
• crisis >> clients
• intervention >> innovation
• defense >> offense Collaborate
PLANNING
“It’s tough to make
predictions . . .
. . . especially about
the future.”
- Yogi Berra
Team
Briefed,
Aligned &
Assembled
Objectives,
Parameters (Reqs)
& Current-State
Understood
Solution
& Measures
of Success
Defined
Detailed
Solution
Designed /
Documented
Deliverables,
Communication
& Training Materials
Completed & Tested
Solution,
Comms &
Training
Launched
SUCCESS
CRITERIA
WORK BREAKDOWN STRUCTURE - PHASES
Brief
&
Briefing
Findings
Report
(WHY)
Solution
Recommendation
(WHAT)
Solution Blueprint
(HOW)
e.g. - how much time / cost;
how staffed; how developed;
how tested, how deployed
Solution, Comms and
Training Process
& Materials
POC > Alpha >
Beta > MVP >
1.O > 2.0
etc.
MILESTONE
ACTIVITY or
DELIVERABLE
DeployInitiate Discover Define Design DevelopPHASES
iD5
PHASE
Stage StageStage Stage
PHASE
WORK BREAKDOWN STRUCTURE - PHASES, STAGES, STEPS, TASKS, SUBTASKS
Step StepStep StepStep StepStep Step
Task TaskTask TaskTask TaskTask TaskTask TaskTask TaskTask TaskTask Task
Sub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-task
Sub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-task
STAGES
STEPS
TASKS
SUB-TASKS
DeployInitiate Discover Define Design DevelopPHASES
iD5
GANTT CHART
Classic project
planning tool that
allows waterfall
planning (and
tracking) of activities
& deliverables over
time
Gantt Chart – MS Project
PROGRAM MANAGEMENT CYCLE & SUITE
PLANNING
“In preparing for
battle, I have always
found that plans are
useless but planning is
indispensable.”
- Dwight D. Eisenhower
KANBAN
A process & tool for
cross-functional
teams to leverage
plans and self-
manage their
activities &
deliverables
PROGRAM MANAGEMENT CYCLE & SUITE
Project
Management
Plan
ManageReport
Track
Kanban Board
Collaborate
KANBAN
A process & tool for
cross-functional
teams to leverage
plans and self-
manage their
activities &
deliverables
Kanban Board - Trello
PROGRAM MANAGEMENT CYCLE & SUITE
PROGRAM MANAGEMENT CYCLE & SUITE
Collaborate
Project
Management
Plan
ManageReport
Track
Data
TRACK
Compares estimated
progress to actual
progress (EvA) and
assists in forecasting
completion date,
risk, etc.
TRACK
Compares estimated
progress to actual
progress (EvA) and
assists in forecasting
completion date,
risk, etc.
PROGRAM MANAGEMENT CYCLE & SUITE
Burn Up Chart - Excel
PERFORMANCE
REPORT
Conveys analysis
about project
progress, health,
as well as state of
major activities,
deliverables, risks,
corrections,
challenges &
opportunities
PROGRAM MANAGEMENT CYCLE & SUITE
Project
Management
Plan
ManageReport
Track
Analysis
Collaborate
PERFORMANCE
REPORT
Conveys analysis
about project
progress, health,
as well as state of
major activities,
deliverables, risks,
corrections,
challenges &
opportunities
PROGRAM MANAGEMENT CYCLE & SUITE
Performance Report – MS Excel & PowerPoint
MICROSOFT TEAMS
A platform that
combines persistent
chat, meeting
management, video
meetings, file storage
& application
integration
PROGRAM MANAGEMENT CYCLE & SUITE
Project
Management
Plan
ManageReport
Track
Collaborate
Collab. Platform
PROGRAM MANAGEMENT CYCLE & SUITE
COLLABORATION
A platform that
combines persistent
chat, meeting
management, video
meetings, file storage
& application
integration
Collaboration Platform – Microsoft Teams
PROJECT MANAGERS
Project Managers . . . Project Managers ARE NOT . . .
• Drive:
- Planning - Management - Tracking - Reporting - Collaboration
• Focus on increasing efficiency in light of quality & efficacy parameters
• Practice fire-prevention to avoid fire-fighting
• Apply specialized strategies, tactics, and tools
to balance the triple constraint
• Enable specialists to focus on their areas of expertise
• Glorified Admin Assistants
• Operations / Finance
• Conference Room Bookers
• Note Takers
• IT Support
• Like others, will take on these tasks
when necessary to benefit the whole
Scope
Time
Budget
PROGRAM MANAGEMENT CYCLE & SUITE
Project
Management
Plan
ManageReport
Track
Gantt Chart
Kanban Board
Data
Analysis
REDUCTIONS
• effort & errors
• gaps & redundancies
• ramp-up & cycle time
• costs
IMPROVEMENTS
• quality / speed
• scope control
• communication
• talent attraction / retention
• margin
SHIFTS
• distractions >> deliverables
• crisis >> clients
• intervention >> innovation
• defense >> offense Collaborate
Collab. Platform

Project Management Overview for PM Leaders

  • 1.
    Project Management Overviewfor Leaders Jeff Thaler - Head of Program Management, GroupM US linkedin.com/in/jeffthaler/ June 10, 2020
  • 2.
    How the project wasbriefed How the team understood it How it was designed How the project was developed How the consultant described it How it was documented How it was deployed How the customer was billed How it was supported What the customer really needed
  • 3.
    PROJECT MANAGEMENT CYCLE & SUITE 01OVERVIEW 02 PLAN 03 MANAGE 04 TRACK 05 REPORT 06 COLLABORATE
  • 4.
    PROGRAM MANAGEMENT CYCLE& SUITE Project Management Plan ManageReport Track Gantt Chart Kanban Board Data Analysis REDUCTIONS • effort & errors • gaps & redundancies • ramp-up & cycle time • costs IMPROVEMENTS • quality / speed • scope control • communication • talent attraction / retention • margin SHIFTS • distractions >> deliverables • crisis >> clients • intervention >> innovation • defense >> offense Collaborate Collab. Platform
  • 5.
    PROGRAM MANAGEMENT CYCLE& SUITE Project Management Plan ManageReport Track Gantt Chart REDUCTIONS • effort & errors • gaps & redundancies • ramp-up & cycle time • costs IMPROVEMENTS • quality / speed • scope control • communication • talent attraction / retention • margin SHIFTS • distractions >> deliverables • crisis >> clients • intervention >> innovation • defense >> offense Collaborate
  • 6.
    PLANNING “It’s tough tomake predictions . . . . . . especially about the future.” - Yogi Berra
  • 7.
    Team Briefed, Aligned & Assembled Objectives, Parameters (Reqs) &Current-State Understood Solution & Measures of Success Defined Detailed Solution Designed / Documented Deliverables, Communication & Training Materials Completed & Tested Solution, Comms & Training Launched SUCCESS CRITERIA WORK BREAKDOWN STRUCTURE - PHASES Brief & Briefing Findings Report (WHY) Solution Recommendation (WHAT) Solution Blueprint (HOW) e.g. - how much time / cost; how staffed; how developed; how tested, how deployed Solution, Comms and Training Process & Materials POC > Alpha > Beta > MVP > 1.O > 2.0 etc. MILESTONE ACTIVITY or DELIVERABLE DeployInitiate Discover Define Design DevelopPHASES iD5
  • 8.
    PHASE Stage StageStage Stage PHASE WORKBREAKDOWN STRUCTURE - PHASES, STAGES, STEPS, TASKS, SUBTASKS Step StepStep StepStep StepStep Step Task TaskTask TaskTask TaskTask TaskTask TaskTask TaskTask TaskTask Task Sub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-task Sub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-taskSub-task Sub-task STAGES STEPS TASKS SUB-TASKS DeployInitiate Discover Define Design DevelopPHASES iD5
  • 9.
    GANTT CHART Classic project planningtool that allows waterfall planning (and tracking) of activities & deliverables over time Gantt Chart – MS Project PROGRAM MANAGEMENT CYCLE & SUITE
  • 11.
    PLANNING “In preparing for battle,I have always found that plans are useless but planning is indispensable.” - Dwight D. Eisenhower
  • 12.
    KANBAN A process &tool for cross-functional teams to leverage plans and self- manage their activities & deliverables PROGRAM MANAGEMENT CYCLE & SUITE Project Management Plan ManageReport Track Kanban Board Collaborate
  • 13.
    KANBAN A process &tool for cross-functional teams to leverage plans and self- manage their activities & deliverables Kanban Board - Trello PROGRAM MANAGEMENT CYCLE & SUITE
  • 16.
    PROGRAM MANAGEMENT CYCLE& SUITE Collaborate Project Management Plan ManageReport Track Data TRACK Compares estimated progress to actual progress (EvA) and assists in forecasting completion date, risk, etc.
  • 17.
    TRACK Compares estimated progress toactual progress (EvA) and assists in forecasting completion date, risk, etc. PROGRAM MANAGEMENT CYCLE & SUITE Burn Up Chart - Excel
  • 18.
    PERFORMANCE REPORT Conveys analysis about project progress,health, as well as state of major activities, deliverables, risks, corrections, challenges & opportunities PROGRAM MANAGEMENT CYCLE & SUITE Project Management Plan ManageReport Track Analysis Collaborate
  • 19.
    PERFORMANCE REPORT Conveys analysis about project progress,health, as well as state of major activities, deliverables, risks, corrections, challenges & opportunities PROGRAM MANAGEMENT CYCLE & SUITE Performance Report – MS Excel & PowerPoint
  • 20.
    MICROSOFT TEAMS A platformthat combines persistent chat, meeting management, video meetings, file storage & application integration PROGRAM MANAGEMENT CYCLE & SUITE Project Management Plan ManageReport Track Collaborate Collab. Platform
  • 21.
    PROGRAM MANAGEMENT CYCLE& SUITE COLLABORATION A platform that combines persistent chat, meeting management, video meetings, file storage & application integration Collaboration Platform – Microsoft Teams
  • 22.
    PROJECT MANAGERS Project Managers. . . Project Managers ARE NOT . . . • Drive: - Planning - Management - Tracking - Reporting - Collaboration • Focus on increasing efficiency in light of quality & efficacy parameters • Practice fire-prevention to avoid fire-fighting • Apply specialized strategies, tactics, and tools to balance the triple constraint • Enable specialists to focus on their areas of expertise • Glorified Admin Assistants • Operations / Finance • Conference Room Bookers • Note Takers • IT Support • Like others, will take on these tasks when necessary to benefit the whole Scope Time Budget
  • 23.
    PROGRAM MANAGEMENT CYCLE& SUITE Project Management Plan ManageReport Track Gantt Chart Kanban Board Data Analysis REDUCTIONS • effort & errors • gaps & redundancies • ramp-up & cycle time • costs IMPROVEMENTS • quality / speed • scope control • communication • talent attraction / retention • margin SHIFTS • distractions >> deliverables • crisis >> clients • intervention >> innovation • defense >> offense Collaborate Collab. Platform