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Project managing your
postgraduate research
         Carolyne Jacobs

  Wednesday 13th February 2013
Project managing your postgrad research
Introductions
   CJ

   Group

   Moodle PhD resources – a quick tour

   Vitae setup by Research Councils UK
    and Career Development Organisation
    guidance, resources, discussion groups
Wednesday 13th February 2013
Project manage your




                                              Project managing your postgrad research
PhD/research?
 What defines a project?
 Why do you need to project manage
  your research?

   Because you are probably facing:
     A research deadline
     Professional and domestic commitments
     Resource limitations


Wednesday 13th February 2013
Outline




                                           Project managing your postgrad research
(in Project Management speak)
 Scoping - overview of what you are
  hoping to achieve
 Business case – underpinning rationale
 Requirements – essential elements
 Design – tools and techniques
 Resources – time, consumables, etc.
+
 PM methodology and tools

Wednesday 13th February 2013
Project managing your postgrad research
Scope
 What is your project about?
 What do you want to achieve?

Business case
 Why  are you doing it?
 How  will it benefit you
  professionally/personally)?
 Analogies (CJ’s examples – UoP
  projects, own PhD and research)
Wednesday 13th February 2013
Project managing your postgrad research
Practical (10 mins in total)
 Take  5 mins each to explain your
   research to the person sitting next to
   you including:

   1. What your project is about
   2. What you want to achieve
   3. Why you are doing it (how will it benefit
       you professionally/personally)

Wednesday 13th February 2013
Project managing your postgrad research
                                                Project managing your postgrad research
Business Case
The overall aim is to achieve your postgrad
qualification, but how does it fit into your
longer term plan for the next 5 years?

Consider your own 5 yr objectives for 5 mins:
 What are they?
 Are they achievable? Realistic? Are they
  SMART?
 What will stop you achieving your
  objectives?
 What will help you achieve them?

Wednesday 13th February 2013
Project managing your postgrad research
                                        Project managing your postgrad research
Identifying requirements

   Getting the grasp of key concepts

     What is the difference between
     methodology and methods?




Wednesday 13th February 2013
Project managing your postgrad research
                                        Project managing your postgrad research
Requirements
   Getting the grasp of key concepts

     What is ontology?


     What is epistemology?




Wednesday 13th February 2013
Project managing your postgrad research
Requirements


    What is ontology? Your view of the world


    What is epistemology?




Wednesday 13th February 2013
Project managing your postgrad research
Requirements


    What is ontology? Your view of the world


    What is epistemology? How knowledge is
     acquired




Wednesday 13th February 2013
Project managing your postgrad research
                                              Project managing your postgrad research
Requirements
Ontology View of your research world -
Do you think the world exists externally to
human beings?

or.....

Do you think that people contribute to a
constantly changing world?


Wednesday 13th February 2013
Project managing your postgrad research
                                                   Project managing your postgrad research
Requirements
Epistemology How do I think knowledge is
acquired?

   By gathering data and seeking out
    rules/patterns or cause/effect (positivist)?

   Or interpreting and taking into account
    context, experience and views
    (interpretivist)?

Wednesday 13th February 2013
Project managing your postgrad research
Requirements
Why is this important?

   Your view of the world and how you consider
    knowledge is acquired impacts on your research.

Examples:
        Effect of volcanic activity on rocks
         objectivist?? research design??

        Impact of social networking on integration
          constructivist?? research design??




Wednesday 13th February 2013
Project managing your postgrad research
                                                           Project managing your postgrad research
Requirements
Does your research topic:
 Exist outside the influence of human beings?
or
 Do humans influence your area of research?

Will you:
 Gather data, seek out patterns and/or cause and
   effect?
or
 Look for context and interpretation? Are you: ‘viewing
   events and social world through the eyes of the
   people being studied?’ (Bryman, 2008)


Wednesday 13th February 2013
Project managing your postgrad research
Methodological approach
   Quantitative
     Experiment, historical, correlational (using
     reports, logs, data)


   Qualitative
     Ethnographic research, action
     research, survey, case study.



Wednesday 13th February 2013
Project managing your postgrad research
Design
    The tools and techniques you use depend
     on your approach

   ….examples from CJ




Wednesday 13th February 2013
Project managing your postgrad research
Identifying your methodology
Is your research:
 Scientific/positivist or interpretivist?
Why?
Will you a:
 Quantitative or qualitative approach
Why?


What tools and techniques?

(Discuss in groups of 3/4 for 20 mins max in
total)

Wednesday 13th February 2013
Project managing your postgrad research
Break
   10 minutes

   Vitae setup by Research Councils UK
    and Career Development Organisation

 Guidance
 Downloads
 Discussion groups

Wednesday 13th February 2013
Project managing your postgrad research
Requirements 2
   After determining your approach, what
    next??

   What distinguishes doctoral research
    from other research?

   How do you find out if your research is
    unique?

Wednesday 13th February 2013
Project managing your postgrad research
Requirements 2
   Which literature resources are available
    for your research?

   How can you find out about other
    sources?




Wednesday 13th February 2013
Project managing your postgrad research
Design
How will you undertake your research?

   How will you identify literature resources?
   What approach will you use?
       experiment?
       case study?
       ethnographic research?
       survey?
 Who or what is the population/data source?
 How will you choose the sample? (How do you know it is
  representative and not bias?)
 How will you gather the data? (interviews, online
  questionnaires, etc.)
                                       Thinking time (5 mins)
                  Sharing your thoughts and ideas (10 mins)
Wednesday 13th February 2013
Milestone




                                        Project managing your postgrad research
(completion deadline)
 Gaps in the literature
 Identifying your research questions




Wednesday 13th February 2013
Project managing your postgrad research
Recap
We have considered:
 Your approach/methodology


   Literature review

   Research design
    (population, sample, tools and
    techniques)

Wednesday 13th February 2013
Project managing your postgrad research
Other areas to consider
 How will you analyse your data?
 How will you report your findings?
 How will you disseminate your findings?




Wednesday 13th February 2013
Project managing your postgrad research
Resources
 Will you need to spend any money?
 What resources will you need?
  (printing, postage, online s/w)
       How much time will your research take?
        (longer than you expect!)
       How much time can you allocate?
        (less than you expect!)


Wednesday 13th February 2013
Project managing your postgrad research
Managing your time effectively
 Prioritise
 Recognise strengths and weaknesses
 Be realistic
 Plan ahead, take all your activities into
  account and building in some flexibility
 Create weekly or monthly plans, plus a
  ‘to do’ list
 Be generous with your timings.

Wednesday 13th February 2013
Managing your time effectively




                                                                    Project managing your postgrad research
(example)
 List 9 research activities for the next
  week/month
 Rank in order of as A−B−C,where:
      A priority = high value goals (urgent activities)
      B priority = medium value goals (important activities but
        not urgent)
      C priority = low value goals (activities without deadlines)
   Within in each category order e.g.
    A1, A2, A3, B1, B2, etc.
                      (max 10 mins individually)
Wednesday 13th February 2013
Reflecting on your




                                                                  Project managing your postgrad research
PhD/research experiences to
date
   The highs and lows (30 mins in total)
     Individually (5 mins):
      ○ write down 3 of your highs and lows (use yellow
        sitcky notes for highs and green for lows)
     Together (20 mins):
      ○ Look for common themes
      ○ Sort on large sheets of paper
      ○ Discuss and note how
         to resolve the lows (small green notes)
         highs can be used in future research or your practice
          (small orange notes)
     Group discussion

Wednesday 13th February 2013
Project Management




                                                        Project managing your postgrad research
methodology
   Agile
     Flexible system with short deadlines for
     tasks, self-organisation. Include frequent
     meetings and visible tracking


   Waterfall method
    More structured with clear project stages
    Prince 2 methodology for technical projects
For your research you are likely to take the relevant
elements and manage in your own way.

Wednesday 13th February 2013
Project managing your postgrad research
Planning tools
   MsProject
   Gantter
   Smartsheet
   Excel
   Paper


 It doesn’t really matter. It is the thinking and
 organising in your mind that is important….


Wednesday 13th February 2013
Project managing your postgrad research
Practical (20 + mins)
   Identify:
     The key stages of your project
     Likely timescales
     Milestones (key completion dates)

     Use one of the project tools to create an
      outline project plan

    But remember this is a working document and
    will change – frequently!

Wednesday 13th February 2013
Project managing your postgrad research
Ending with…
New ideas and thoughts about how you will
approach your research


 Comments?

 Questions?



Wednesday 13th February 2013
Project managing your postgrad research
Thank you
Dr Carolyne Jacobs,
Department of Curriculum and Quality
Enhancement
University of Portsmouth

Carolyne.jacobs@port.ac.uk

www.port.ac.uk/victory
Wednesday 13th February 2013
Project managing your postgrad research
SMART
   Specific: in both meaning and focus.
   Measurable: so that you know when you are achieving
  progress and can declare success.
 Advantageous: what's in this for you? If you can see no
  personal advantages, don't waste your time; you won't be
  seriously motivated towards success.
 Realistic: make sure that you are being realistic: you can get
  feedback to help you do this. Setting learning targets in this way
  will, through experience, gradually improve your ability to
  manage your own self-development and learning.
 Time limited: set deadlines and 'milestones', times when you
  will sit down and reflect on and review your progress

          (Ref: www.vitae.ac.uk/researchers/1221/Setting%20objectives.html)
                                                                  Go back




Wednesday 13th February 2013

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Project managing your postgrad research feb 2013v2

  • 1. Project managing your postgraduate research Carolyne Jacobs Wednesday 13th February 2013
  • 2. Project managing your postgrad research Introductions  CJ  Group  Moodle PhD resources – a quick tour  Vitae setup by Research Councils UK and Career Development Organisation guidance, resources, discussion groups Wednesday 13th February 2013
  • 3. Project manage your Project managing your postgrad research PhD/research?  What defines a project?  Why do you need to project manage your research?  Because you are probably facing:  A research deadline  Professional and domestic commitments  Resource limitations Wednesday 13th February 2013
  • 4. Outline Project managing your postgrad research (in Project Management speak)  Scoping - overview of what you are hoping to achieve  Business case – underpinning rationale  Requirements – essential elements  Design – tools and techniques  Resources – time, consumables, etc. +  PM methodology and tools Wednesday 13th February 2013
  • 5. Project managing your postgrad research Scope  What is your project about?  What do you want to achieve? Business case  Why are you doing it?  How will it benefit you professionally/personally)?  Analogies (CJ’s examples – UoP projects, own PhD and research) Wednesday 13th February 2013
  • 6. Project managing your postgrad research Practical (10 mins in total)  Take 5 mins each to explain your research to the person sitting next to you including: 1. What your project is about 2. What you want to achieve 3. Why you are doing it (how will it benefit you professionally/personally) Wednesday 13th February 2013
  • 7. Project managing your postgrad research Project managing your postgrad research Business Case The overall aim is to achieve your postgrad qualification, but how does it fit into your longer term plan for the next 5 years? Consider your own 5 yr objectives for 5 mins:  What are they?  Are they achievable? Realistic? Are they SMART?  What will stop you achieving your objectives?  What will help you achieve them? Wednesday 13th February 2013
  • 8. Project managing your postgrad research Project managing your postgrad research Identifying requirements  Getting the grasp of key concepts  What is the difference between methodology and methods? Wednesday 13th February 2013
  • 9. Project managing your postgrad research Project managing your postgrad research Requirements  Getting the grasp of key concepts  What is ontology?  What is epistemology? Wednesday 13th February 2013
  • 10. Project managing your postgrad research Requirements  What is ontology? Your view of the world  What is epistemology? Wednesday 13th February 2013
  • 11. Project managing your postgrad research Requirements  What is ontology? Your view of the world  What is epistemology? How knowledge is acquired Wednesday 13th February 2013
  • 12. Project managing your postgrad research Project managing your postgrad research Requirements Ontology View of your research world - Do you think the world exists externally to human beings? or..... Do you think that people contribute to a constantly changing world? Wednesday 13th February 2013
  • 13. Project managing your postgrad research Project managing your postgrad research Requirements Epistemology How do I think knowledge is acquired?  By gathering data and seeking out rules/patterns or cause/effect (positivist)?  Or interpreting and taking into account context, experience and views (interpretivist)? Wednesday 13th February 2013
  • 14. Project managing your postgrad research Requirements Why is this important?  Your view of the world and how you consider knowledge is acquired impacts on your research. Examples:  Effect of volcanic activity on rocks objectivist?? research design??  Impact of social networking on integration constructivist?? research design?? Wednesday 13th February 2013
  • 15. Project managing your postgrad research Project managing your postgrad research Requirements Does your research topic:  Exist outside the influence of human beings? or  Do humans influence your area of research? Will you:  Gather data, seek out patterns and/or cause and effect? or  Look for context and interpretation? Are you: ‘viewing events and social world through the eyes of the people being studied?’ (Bryman, 2008) Wednesday 13th February 2013
  • 16. Project managing your postgrad research Methodological approach  Quantitative  Experiment, historical, correlational (using reports, logs, data)  Qualitative  Ethnographic research, action research, survey, case study. Wednesday 13th February 2013
  • 17. Project managing your postgrad research Design  The tools and techniques you use depend on your approach ….examples from CJ Wednesday 13th February 2013
  • 18. Project managing your postgrad research Identifying your methodology Is your research:  Scientific/positivist or interpretivist? Why? Will you a:  Quantitative or qualitative approach Why? What tools and techniques? (Discuss in groups of 3/4 for 20 mins max in total) Wednesday 13th February 2013
  • 19. Project managing your postgrad research Break  10 minutes  Vitae setup by Research Councils UK and Career Development Organisation  Guidance  Downloads  Discussion groups Wednesday 13th February 2013
  • 20. Project managing your postgrad research Requirements 2  After determining your approach, what next??  What distinguishes doctoral research from other research?  How do you find out if your research is unique? Wednesday 13th February 2013
  • 21. Project managing your postgrad research Requirements 2  Which literature resources are available for your research?  How can you find out about other sources? Wednesday 13th February 2013
  • 22. Project managing your postgrad research Design How will you undertake your research?  How will you identify literature resources?  What approach will you use?  experiment?  case study?  ethnographic research?  survey?  Who or what is the population/data source?  How will you choose the sample? (How do you know it is representative and not bias?)  How will you gather the data? (interviews, online questionnaires, etc.) Thinking time (5 mins) Sharing your thoughts and ideas (10 mins) Wednesday 13th February 2013
  • 23. Milestone Project managing your postgrad research (completion deadline)  Gaps in the literature  Identifying your research questions Wednesday 13th February 2013
  • 24. Project managing your postgrad research Recap We have considered:  Your approach/methodology  Literature review  Research design (population, sample, tools and techniques) Wednesday 13th February 2013
  • 25. Project managing your postgrad research Other areas to consider  How will you analyse your data?  How will you report your findings?  How will you disseminate your findings? Wednesday 13th February 2013
  • 26. Project managing your postgrad research Resources  Will you need to spend any money?  What resources will you need? (printing, postage, online s/w)  How much time will your research take? (longer than you expect!)  How much time can you allocate? (less than you expect!) Wednesday 13th February 2013
  • 27. Project managing your postgrad research Managing your time effectively  Prioritise  Recognise strengths and weaknesses  Be realistic  Plan ahead, take all your activities into account and building in some flexibility  Create weekly or monthly plans, plus a ‘to do’ list  Be generous with your timings. Wednesday 13th February 2013
  • 28. Managing your time effectively Project managing your postgrad research (example)  List 9 research activities for the next week/month  Rank in order of as A−B−C,where: A priority = high value goals (urgent activities) B priority = medium value goals (important activities but not urgent) C priority = low value goals (activities without deadlines)  Within in each category order e.g. A1, A2, A3, B1, B2, etc. (max 10 mins individually) Wednesday 13th February 2013
  • 29. Reflecting on your Project managing your postgrad research PhD/research experiences to date  The highs and lows (30 mins in total)  Individually (5 mins): ○ write down 3 of your highs and lows (use yellow sitcky notes for highs and green for lows)  Together (20 mins): ○ Look for common themes ○ Sort on large sheets of paper ○ Discuss and note how  to resolve the lows (small green notes)  highs can be used in future research or your practice (small orange notes)  Group discussion Wednesday 13th February 2013
  • 30. Project Management Project managing your postgrad research methodology  Agile  Flexible system with short deadlines for tasks, self-organisation. Include frequent meetings and visible tracking  Waterfall method  More structured with clear project stages  Prince 2 methodology for technical projects For your research you are likely to take the relevant elements and manage in your own way. Wednesday 13th February 2013
  • 31. Project managing your postgrad research Planning tools  MsProject  Gantter  Smartsheet  Excel  Paper It doesn’t really matter. It is the thinking and organising in your mind that is important…. Wednesday 13th February 2013
  • 32. Project managing your postgrad research Practical (20 + mins)  Identify:  The key stages of your project  Likely timescales  Milestones (key completion dates)  Use one of the project tools to create an outline project plan But remember this is a working document and will change – frequently! Wednesday 13th February 2013
  • 33. Project managing your postgrad research Ending with… New ideas and thoughts about how you will approach your research Comments? Questions? Wednesday 13th February 2013
  • 34. Project managing your postgrad research Thank you Dr Carolyne Jacobs, Department of Curriculum and Quality Enhancement University of Portsmouth Carolyne.jacobs@port.ac.uk www.port.ac.uk/victory Wednesday 13th February 2013
  • 35. Project managing your postgrad research SMART  Specific: in both meaning and focus.  Measurable: so that you know when you are achieving progress and can declare success.  Advantageous: what's in this for you? If you can see no personal advantages, don't waste your time; you won't be seriously motivated towards success.  Realistic: make sure that you are being realistic: you can get feedback to help you do this. Setting learning targets in this way will, through experience, gradually improve your ability to manage your own self-development and learning.  Time limited: set deadlines and 'milestones', times when you will sit down and reflect on and review your progress (Ref: www.vitae.ac.uk/researchers/1221/Setting%20objectives.html) Go back Wednesday 13th February 2013