Project Management
Tran Van Ly
Industrial and Systems Engineering
International University
Email: tvly@hcmiu.edu.vn
1
Lesson 1: An introduction
to Project Management
Learning Objectives
• Course introduction
• Introduction of project
management
• The project life cycle and
organization
2
What is a project?
• A project is a temporary endeavor undertaken
to create a unique product, service, or result
(Project Management Institute 2008)
– Temporary nature of projects indicates a definite
beginning and end
– Temporary does not generally apply to the
product, service or result created by the project
What is a project?
• Every project creates a unique product,
service, or result
What is a project?
• A project can create:
– A product that can be either a component of
another item or an end item in itself
– A capacity to perform a service (e.g., a business
function that supports production or distribution), or
– A result such as an outcome or document (e.g.,
research project that develops knowledge that can
be used to determine whether a trend is present or
a new process will benefit society)
What is a project?
• Examples of projects include, but are not limited
to:
– Developing a new product or service
– Effecting a change in the structure, staffing, or style of
an organization,
– Developing or acquiring a new or modified information
system
– Constructing a building or infrastructure, or
– Implementing a new business process or procedure
Example of Projects
• Your examples………………
What is project management?
• Project management is the application of knowledge, skill,
tools, and techniques to project activities to meet the
project requirements.
• Project management processes comprising the 5 process
groups
– Initiating
– Planning
– Executing
– Monitoring and controlling, and
– Closing
What is project management?
• Managing a project typically includes:
– Identifying requirement
– Addressing the various needs, concerns, and expectations of the
stakeholders as the project is planned and carried out
– Balancing the competing project constraints including but not limited
to
• Scope
• Quality
• Schedule
• Budget
• Resources, and
• Risk
What is project management?
• Example
– Shortened schedule  often requires
increasing in budget to add additional
resources to complete the same amount of
work in less time
– No budget added  scope or quality may be
reduced to deliver a product in less time for
the same budget
Portfolio, Program, and Project
• Portfolio
– Refers to a collection of projects or programs
and other work that are grouped together to
facilitate effective management of that work to
meet strategic business objectives
– The projects or programs of the portfolio may
not necessarily be interdependent or directly
related
Highest
level
portfolio
Lower
level
portfolio
Higher
level
programs
Lower
level
programs
Projects
Projects
Projects
Higher
level
programs
Projects
Lower
level
Programs
Projects
Portfolio, Program, and Project
Portfolio management
Refers to the centralized management of one or
more portfolios, which includes identifying,
prioritizing, authorizing, managing, and
controlling projects, programs, and other related
work, to achieve specific strategic business
objectives.
Program
– A program is defined as a group of related
projects managed in coordinated way to
obtain benefits and control not available from
managing them individually.
– A project may or may not be part of a program
but a program will always have project
Program management
– Defined as the centralized coordinated
management of a program to achieve the
program’s strategic objectives and benefits
Project Program Portfolio
Unique Benefit
Related projects, shared
benefit
Achieve a business
objective
Example… Example… Example…
Project & Program
• Project are often utilized as a means of
achieving an organization’s strategic plan
• Project, within programs or portfolios, are
a means of achieving organizational goals
and objectives, often in the context of
strategic plan.
Project Life Cycle
• A project life cycle is
– a collection of generally sequential and sometimes
overlapping project phases
– names and number of phases are determined by
• the management and control needs of the organization or
organizations involved in the project
• the nature of the project itself
• area of application.
• The life cycle provides the basic framework for
managing the project, regardless of the specific
work involved
Characteristics of the Project
Life Cycle
• Projects vary in size and complexity. No matter
how large or small, simple or complex, all
projects can be mapped to the following life
cycle structure:
– Starting the project
– Organizing and preparing
– Carrying out the project work, and
– Closing the project
Characteristics of the Project
Life Cycle
Project
charter
Project
management
plan
Accepted
Deliverables
Archived
project
documents
Project
Management
Outputs
Time
Staffing
the
project
Organizing
and
preparing
Carrying out the work Closing
the
project
Typical Cost and Staffing Levels Across the Project Life Cycle
An example of a single-phase
project
Planning
Processes
Initiating
Processes
Executing
Processes
Closing
Processes
Monitoring & Controlling Processes
Sequence phases
One approach to cleaning up a hazardous waste site
Planning
Processes
Initiating
Processes
Executing
Processes
Closing
Processes
Monitoring & Controlling Processes
Planning
Processes
Initiating
Processes
Executing
Processes
Closing
Processes
Monitoring & Controlling Processes
Planning
Processes
Initiating
Processes
Executing
Processes
Closing
Processes
Monitoring & Controlling Processes
Planning
Processes
Initiating
Processes
Executing
Processes
Closing
Processes
Monitoring & Controlling Processes
Facility Decommissioning Waste Removal/ Clean up Landscaping
Overlapping phases
Planning
Processes
Initiating
Processes
Executing
Processes
Closing
Processes
Monitoring & Controlling Processes
Construction Phase
Planning
Processes
Initiating
Processes
Executing
Processes
Closing
Processes
Monitoring & Controlling Processes
Design Phase
Potential approach to building a new factory
Stakeholders
• Stakeholders are persons or organizations (e.g.,
customers, sponsors, the performing
organization, or the public), who are actively
involved in the project or whose interests may
be positively or negatively affected by the
performance or completion of the project.
Project
Manage-
ment Team
Project
Manager
Other
Project
Team
Members
Sponsor
Operations
Management
Functional
Managers
Sellers/
Business
Partners
Customers/
Users
Other
Stakeholders
Portfolio
Manager
Program
Manager
Project
Management
Office
Project stakeholders
Project Team
Project Stakeholders
• Sponsor is a person or group that provides the
financial resources
• Project Managers are assigned by the
performing organization to achieve the project
objectives
• Project team comprises of the project manager,
project management team, and other project
team members
• Other project team members are the persons
who carry our the work but not necessarily
involved with management of the project
Project Stakeholders
• Project management office is an organization body,
responsible for coordinating and managing those
projects under its domain
• Portfolio managers are responsible for the high-level
governance of a collection of projects or programs.
• Portfolio review boards are committees usually made up
of the organization’s executives who act as a project
selection panel.
• Program managers are responsible for managing related
projects in a coordinated way to obtain benefits and
control not available from managing them individually.
Project Stakeholders
• Customer/users are the persons or
organizations that will use the project’s product
or service or result.
• Operations managers are individuals who have
a management role in a core business area,
such as research and development, design,
manufacturing, provisioning, testing, or
maintenance.
• Operating management would then incorporate
the handed off project into normal operations
and provide the long term support.
Project Stakeholders
• Functional managers are key individuals who
play a management role within an administrative
or functional area of the business, such as
human resources, finance, accounting, or
procurement.
• Sellers/business partners/ vendors/ suppliers/
contractors are external companies that enter
into a contractual agreement to provide
components or service necessary for the project.
Functional Organization
• Staff members are grouped by specialty,
such as production, marketing,
engineering, and accounting at the top
level.
• Each department in a functional
organization will do its project work
independent of other departments
Functional Organization
Chief
Executive
Functional
Manager
Functional
Manager
Functional
Manager
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Project
Coordination
Projectized organization
• In a projectized organization, team
members are often co-located
• Project managers have a great deal of
independence and authority
Projectized Organization
Chief
Executive
Project
Manager
Project
Manager
Project
Manager
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Project
Coordination
Matrix organization
• Matrix organizations are blend of
functional and projectized characteristics.
– Weak matrices maintain many of the
characteristics of a functional organization
– The project manager role is more of a
coordinator or expediter than that of a true
project manager
Weak Matrix Organization
Chief
Executive
Functional
Manager
Functional
Manager
Functional
Manager
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Project
Coordination
Balanced Matrix Organization
Chief
Executive
Functional
Manager
Functional
Manager
Functional
Manager
Staff
Project Manager
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Project
Coordination
Strong Matrix Organization
Chief
Executive
Manager of
Project Managers
Functional
Manager
Functional
Manager
Staff
Staff
Staff
Staff
Staff
Staff
Project Manager
Project Coordination
Functional
Manager
Staff
Staff
Staff Project Manager
Project Manager
Matrix Organization
– Strong matrices have many of the
characteristics of the projectized organization
– Project manager can have considerable
authority
– Strong matrices can have full-time project
administrative staff
– Balanced matrix organization recognizes the
need for a project manager
Composite Organization
Chief
Executive
Manager of
Project Managers
Functional
Manager
Functional
Manager
Staff
Staff
Staff
Staff
Staff
Staff
Project Manager
Project B Coordination
Functional
Manager
Staff
Staff
Staff Project Manager
Project Manager
Project A Coordination
Composite organization
• Many organizations involve all these structures
at various levels
• Functional organization may create a project
team having characteristic of projectized
organization to handle a critical project
• Project team may involve full-time staff from
different functional department.
Organizational influences on Project
Organization
Structure
Project
Characteristic
Functional
Matrix
Projectized
Weak Matrix Balanced
Matrix
Strong
Matrix
Project
Manager’s
Authority
Little or
None
Limited Low or
Moderate
Moderate to
High
High to
Almost Total
Resource
Availability
Little or
None
Limited Low to
Moderate
Moderate to
High
High to
Almost Total
Who controls the
project budget
Functional
Manager
Functional
Manager
Mixed Project
Manager
Project
Manager
Project
Manager’s role
Part-time Part-time Full-time Full-time Full-time
Project
Management
Administrative
staff
Part-time Part-time Part-time Full-time Full-time
Definitions
• Scope: The sum of the products, services,
results to be provided as a project
• Quality: The degree to which a set of inherent
characteristics fulfills requirements
• Schedule (output/input)/Project schedule: The
planned dates of performing schedule activities
and the planned dates for meeting schedule
milestones.
Definitions
• Budget: The approved estimate for the project or any
work breakdown structure component or any schedule
activity.
• Resources: Skilled human resources (specific
disciplines either individually or in crew or teams),
equipment, services, supplies, commodities, material,
budgets, or funds.
• Risk: An uncertain event or condition that, if it occurs,
has a positive or negative effect on a project’s
objectives

Week 1_An introduction to Project Management.ppt

  • 1.
    Project Management Tran VanLy Industrial and Systems Engineering International University Email: tvly@hcmiu.edu.vn 1 Lesson 1: An introduction to Project Management
  • 2.
    Learning Objectives • Courseintroduction • Introduction of project management • The project life cycle and organization 2
  • 3.
    What is aproject? • A project is a temporary endeavor undertaken to create a unique product, service, or result (Project Management Institute 2008) – Temporary nature of projects indicates a definite beginning and end – Temporary does not generally apply to the product, service or result created by the project
  • 4.
    What is aproject? • Every project creates a unique product, service, or result
  • 5.
    What is aproject? • A project can create: – A product that can be either a component of another item or an end item in itself – A capacity to perform a service (e.g., a business function that supports production or distribution), or – A result such as an outcome or document (e.g., research project that develops knowledge that can be used to determine whether a trend is present or a new process will benefit society)
  • 6.
    What is aproject? • Examples of projects include, but are not limited to: – Developing a new product or service – Effecting a change in the structure, staffing, or style of an organization, – Developing or acquiring a new or modified information system – Constructing a building or infrastructure, or – Implementing a new business process or procedure
  • 7.
    Example of Projects •Your examples………………
  • 8.
    What is projectmanagement? • Project management is the application of knowledge, skill, tools, and techniques to project activities to meet the project requirements. • Project management processes comprising the 5 process groups – Initiating – Planning – Executing – Monitoring and controlling, and – Closing
  • 9.
    What is projectmanagement? • Managing a project typically includes: – Identifying requirement – Addressing the various needs, concerns, and expectations of the stakeholders as the project is planned and carried out – Balancing the competing project constraints including but not limited to • Scope • Quality • Schedule • Budget • Resources, and • Risk
  • 10.
    What is projectmanagement? • Example – Shortened schedule  often requires increasing in budget to add additional resources to complete the same amount of work in less time – No budget added  scope or quality may be reduced to deliver a product in less time for the same budget
  • 11.
    Portfolio, Program, andProject • Portfolio – Refers to a collection of projects or programs and other work that are grouped together to facilitate effective management of that work to meet strategic business objectives – The projects or programs of the portfolio may not necessarily be interdependent or directly related
  • 12.
  • 13.
    Portfolio management Refers tothe centralized management of one or more portfolios, which includes identifying, prioritizing, authorizing, managing, and controlling projects, programs, and other related work, to achieve specific strategic business objectives.
  • 14.
    Program – A programis defined as a group of related projects managed in coordinated way to obtain benefits and control not available from managing them individually. – A project may or may not be part of a program but a program will always have project
  • 15.
    Program management – Definedas the centralized coordinated management of a program to achieve the program’s strategic objectives and benefits Project Program Portfolio Unique Benefit Related projects, shared benefit Achieve a business objective Example… Example… Example…
  • 16.
    Project & Program •Project are often utilized as a means of achieving an organization’s strategic plan • Project, within programs or portfolios, are a means of achieving organizational goals and objectives, often in the context of strategic plan.
  • 17.
    Project Life Cycle •A project life cycle is – a collection of generally sequential and sometimes overlapping project phases – names and number of phases are determined by • the management and control needs of the organization or organizations involved in the project • the nature of the project itself • area of application. • The life cycle provides the basic framework for managing the project, regardless of the specific work involved
  • 18.
    Characteristics of theProject Life Cycle • Projects vary in size and complexity. No matter how large or small, simple or complex, all projects can be mapped to the following life cycle structure: – Starting the project – Organizing and preparing – Carrying out the project work, and – Closing the project
  • 19.
    Characteristics of theProject Life Cycle Project charter Project management plan Accepted Deliverables Archived project documents Project Management Outputs Time Staffing the project Organizing and preparing Carrying out the work Closing the project Typical Cost and Staffing Levels Across the Project Life Cycle
  • 20.
    An example ofa single-phase project Planning Processes Initiating Processes Executing Processes Closing Processes Monitoring & Controlling Processes
  • 21.
    Sequence phases One approachto cleaning up a hazardous waste site Planning Processes Initiating Processes Executing Processes Closing Processes Monitoring & Controlling Processes Planning Processes Initiating Processes Executing Processes Closing Processes Monitoring & Controlling Processes Planning Processes Initiating Processes Executing Processes Closing Processes Monitoring & Controlling Processes Planning Processes Initiating Processes Executing Processes Closing Processes Monitoring & Controlling Processes Facility Decommissioning Waste Removal/ Clean up Landscaping
  • 22.
    Overlapping phases Planning Processes Initiating Processes Executing Processes Closing Processes Monitoring &Controlling Processes Construction Phase Planning Processes Initiating Processes Executing Processes Closing Processes Monitoring & Controlling Processes Design Phase Potential approach to building a new factory
  • 23.
    Stakeholders • Stakeholders arepersons or organizations (e.g., customers, sponsors, the performing organization, or the public), who are actively involved in the project or whose interests may be positively or negatively affected by the performance or completion of the project.
  • 24.
  • 25.
    Project Stakeholders • Sponsoris a person or group that provides the financial resources • Project Managers are assigned by the performing organization to achieve the project objectives • Project team comprises of the project manager, project management team, and other project team members • Other project team members are the persons who carry our the work but not necessarily involved with management of the project
  • 26.
    Project Stakeholders • Projectmanagement office is an organization body, responsible for coordinating and managing those projects under its domain • Portfolio managers are responsible for the high-level governance of a collection of projects or programs. • Portfolio review boards are committees usually made up of the organization’s executives who act as a project selection panel. • Program managers are responsible for managing related projects in a coordinated way to obtain benefits and control not available from managing them individually.
  • 27.
    Project Stakeholders • Customer/usersare the persons or organizations that will use the project’s product or service or result. • Operations managers are individuals who have a management role in a core business area, such as research and development, design, manufacturing, provisioning, testing, or maintenance. • Operating management would then incorporate the handed off project into normal operations and provide the long term support.
  • 28.
    Project Stakeholders • Functionalmanagers are key individuals who play a management role within an administrative or functional area of the business, such as human resources, finance, accounting, or procurement. • Sellers/business partners/ vendors/ suppliers/ contractors are external companies that enter into a contractual agreement to provide components or service necessary for the project.
  • 29.
    Functional Organization • Staffmembers are grouped by specialty, such as production, marketing, engineering, and accounting at the top level. • Each department in a functional organization will do its project work independent of other departments
  • 30.
  • 31.
    Projectized organization • Ina projectized organization, team members are often co-located • Project managers have a great deal of independence and authority
  • 32.
  • 33.
    Matrix organization • Matrixorganizations are blend of functional and projectized characteristics. – Weak matrices maintain many of the characteristics of a functional organization – The project manager role is more of a coordinator or expediter than that of a true project manager
  • 34.
  • 35.
  • 36.
    Strong Matrix Organization Chief Executive Managerof Project Managers Functional Manager Functional Manager Staff Staff Staff Staff Staff Staff Project Manager Project Coordination Functional Manager Staff Staff Staff Project Manager Project Manager
  • 37.
    Matrix Organization – Strongmatrices have many of the characteristics of the projectized organization – Project manager can have considerable authority – Strong matrices can have full-time project administrative staff – Balanced matrix organization recognizes the need for a project manager
  • 38.
    Composite Organization Chief Executive Manager of ProjectManagers Functional Manager Functional Manager Staff Staff Staff Staff Staff Staff Project Manager Project B Coordination Functional Manager Staff Staff Staff Project Manager Project Manager Project A Coordination
  • 39.
    Composite organization • Manyorganizations involve all these structures at various levels • Functional organization may create a project team having characteristic of projectized organization to handle a critical project • Project team may involve full-time staff from different functional department.
  • 40.
    Organizational influences onProject Organization Structure Project Characteristic Functional Matrix Projectized Weak Matrix Balanced Matrix Strong Matrix Project Manager’s Authority Little or None Limited Low or Moderate Moderate to High High to Almost Total Resource Availability Little or None Limited Low to Moderate Moderate to High High to Almost Total Who controls the project budget Functional Manager Functional Manager Mixed Project Manager Project Manager Project Manager’s role Part-time Part-time Full-time Full-time Full-time Project Management Administrative staff Part-time Part-time Part-time Full-time Full-time
  • 41.
    Definitions • Scope: Thesum of the products, services, results to be provided as a project • Quality: The degree to which a set of inherent characteristics fulfills requirements • Schedule (output/input)/Project schedule: The planned dates of performing schedule activities and the planned dates for meeting schedule milestones.
  • 42.
    Definitions • Budget: Theapproved estimate for the project or any work breakdown structure component or any schedule activity. • Resources: Skilled human resources (specific disciplines either individually or in crew or teams), equipment, services, supplies, commodities, material, budgets, or funds. • Risk: An uncertain event or condition that, if it occurs, has a positive or negative effect on a project’s objectives

Editor's Notes

  • #2 https://sphweb.bumc.bu.edu/otlt/MPH-Modules/HPM/ProjectManagementTools/ Charter: 2nd week Gantt chart: 4th week Overview of Project Management https://sphweb.bumc.bu.edu/otlt/MPH-Modules/HPM/ProjectManagementTools/pmtools2.html
  • #3 The end is reached when the project’s objectives have been achieved or when the project is terminated because its objectives will not or cannot be met, or when the need for the project no longer exists. Temporary does not mean short in duration. Most project are undertaken to create a lasting outcome. For example, a project to build a highway will create a result expected to last for a decade, or a project to build a national monument will create a result expected to last centuries. Project can also create social, economic, and environmental impacts that far outlast the projects themselves.
  • #4 Although repetitive elements may be present in some project deliverable, this repetition does not change the fundamental uniqueness of the project work. For example, office buildings are constructed with the same or similar materials or by the same team, but each location is unique – with different design, different circumstances, different contractors, and so on.
  • #5 Although repetitive elements may be present in some project deliverable, this repetition does not change the fundamental uniqueness of the project work. For example, office buildings are constructed with the same or similar materials or by the same team, but each location is unique – with different design, different circumstances, different contractors, and so on.
  • #7 Why almost the course includes “project/asignment”
  • #8 Initiating processes: those processes performed to define a new project or a new phase of an existing project by obtaining authorization to start the project or phase Planning: The process performed to establish the total scope of the effort, define and refine the objectives, and develop the course of action required to attain those objectives Executing: Those processes performed to complete the work defined in the project management plan to satisfy the project objectives Monitoring and controlling: those processes required to track, review, and regulate the progress and performance of the project, identify any areas in which changes to the plan are required and initiate the corresponding changes Closing: Those processes performed to finalize all activities across all Project Management Process Groups to formally close the project or phase
  • #9 The specific project will influence the constraints on which the project manager needs to focus The relationship among these factors is such that if any one factor changes, at least one other factor is likely to be affected. For example, if the schedule is shortened, often the budget needs to be increased to add additional resources to complete the same amount of work in less time. If a budget increase is not possible, the scope or quality may be reduced to deliver a product in less time for the same budget. Project stakeholders may have differing ideas as to which factors are the most important, creating an even greater challenge. Changing the project requirements may create additional risks. The project team must be able to assess the situation and balance the demands in order to deliver a successful project.
  • #12 Project/Program/Plan
  • #13 What are differences
  • #14 Example for a nation For a group
  • #18 Product life Cycle
  • #19 Cost & Time, relationship, explain in detail
  • #20 Why this sharp Plan <> Execute -> Circle
  • #25 Project managers are the people responsible for implementing the project plans Project managers often manage project resources, including budgets and people related to the project, even though they seldom have direct authority over the people engaged in the project.
  • #26 Program managers interact with each project manager to provide support and guidance on individual projects
  • #27 Customers/users may be internal and/or external to the performing organization For example: the users of bio lab can include lecturers who use it for lecturing, lab supervisors who help and guide student how to run the test and students who are using the lab for learning purposes. The customers for a new pharmaceutical product can be the doctors who prescribe it, the patients who use it and the insurers who pay for it.
  • #40 To realize / utilize the advances;