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ICT Project Management. A survival guide Dr Christopher O’Mahony Head – Centre for Information Technology St Ignatius’ College, Riverview. In summary.
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ICT ProjectManagement A survival guide Dr Christopher O’Mahony Head – Centre for Information Technology St Ignatius’ College, Riverview
In summary • This presentation shares some examples of IT projects in schools, and hopefully shares some tips on how to survive the IT Project battleground. • Good News and Bad News • Some wider context • A cynical view • Key learnings • A sample case study • Some useful links
The presenter • Christopher O’Mahony • Head – Centre for IT, St Ignatius’ College, Riverview • In school IT management roles since 1997 • PhD research in school management information systems, IT evolution, IT evaluation, organisational culture • Involved in various IT projects such as • Management information systems • Library systems • Voice-over-IP • SAN / DDT • ISP • Reprographics
The good news • The fact that this conference is happening, and that this topic is included, is indicative of the growing professionalism among school IT management. • Most of us, during our tenure in these positions, will be involved to a greater or lesser extent in IT projects. • Increasingly in schools, other organisational units are looking to IT managers for robust methodologies and discipline, rigour and objectivity in capital projects. • BUT ………
The bad news • In the 1990’s, the average life span of a senior IT manager was about 900 days. • A common cause of IT manager casualty is failed IT projects. • Aalders, R., & Hind, P., (2002) “The IT Manager’s Survival Guide”, Chichester, UK; John Wiley & Sons. • Industry analysis tells that MOST IT projects fail • For example: • UK NHS – 4 years over time, GBP 10 billion over budget • Australian Customs – 4 weeks container processing backlog on implementation
Defining project failure • Project abandonment • Cost overruns • Time overruns • Incomplete implementation / functionality • Major causes: • Degree of user involvement • Executive management support • Project management experience
(Courtesy: Information Age, 2005) Smaller initiatives fare better at reaching goals than larger projects do.
A cynical view Project Management Truths • “Never underestimate the ability of senior management to buy a bad idea, and fail to buy a good idea.” • “Quantitative project management is for predicting cost and schedule overruns well in advance.” • “Project meetings are events where minutes are kept, and hours are lost.” • “We build systems like the Wright brothers built airplanes – build the whole thing, push it off a cliff, let it crash, and then start all over again.”
A cynical view Project Management Truths • Projects happen in two ways: (a) Planned and then executed or (b) Executed, stopped, then planned and executed. • “Good project management is not so much knowing what to do and when, as knowing what excuses to give and when.” • “Some projects finish on time in spite of project management best practices.” • “Users don’t know what they want until they get it. Then they know what they DON’T want.”
Key learnings • Successful projects have demonstrable discipline, rigour and objectivity • Link all IT projects to the IT Strategic Plan – avoid unplanned projects • Different leadership types on a project team (eg Business, IT, Academic) have different dynamics, and these need to be ‘managed’ • Engage senior management in all major projects
Key learnings • There is rarely a pure ‘IT’ project • Clarify who’s driving • Be wary of resourcing assumptions • Prioritise your projects • Build in plenty of milestones and progress meetings • Avoid scope creep • Talk straight • Learn how to say “No”
One Case Study – School MIS project • The case for change • Building project approval • Governance and team structure • Internal stakeholder consultation • External enquiries • The Tender • Phase 1 - evaluations • Phase 2 - presentations • Phase 3 – Selection and contract • Conversion and trial • Go live • Post implementation
The case for change • 2004 • Business Office driving the call for change • Areas requiring review: • Fees & Billing • Registrations & Admissions • Foundation and OIU • School shop • Facilities • Assets
Project approval • Early 2004 • Business Case presented to: • IT Committee • Finance Committee • College Council • Initial ‘rule-of-thumb’ budget approved • Project Team established • External support from industry professionals
Evaluation Governance & Team Structure IT Steering Committee Project Steering Committee Ongoing Support Business Requirements Implementation Plan Price Commercial G Conlon C O’Mahony L Holden (P2) B Peatman (P2) K Corbett (P2) G Conlon C O’Mahony G Conlon C O’Mahony G Conlon K Corbett G Conlon K Corbett
Stakeholder consultation • Term 1 2004 • Questionnaires to all stakeholders • Focus Group meetings • What have we got that must be retained? • What have we got that must be dumped? • What have we NOT got that we must have? • What have we NOT got that we’d like to have? • Broad email enquiries to other ADAPE members
The Tender • Stakeholder consultation in Term 1 informed Requirements Specification • Clear expectations of tender respondents • Closed tender • Incumbent invited to respond
Longlist to Shortlist • Make your tender document self-scoring • Use quantitative analysis to justify selection / rejection • Score each dimension • Weight each dimension • Consider price last • Remember to include items such as: • Conversion costs (export as well as import) • Customisation / configuration costs • Training costs
Evaluation Phases Short-listed Suppliers Phase 1 Assessment of compliance and evaluation against evaluation criteria Phase 2 Discussions, clarification, negotiations and reference checks with short-listed Suppliers. Update evaluation. Phase 3 Finalise contract with preferred supplier, including further discussions and negotiations as appropriate Preferred Supplier Signed Contract
Evaluating Proposals Evaluation Methodology Evaluation Criteria Weightings Scoring Rules Evaluating Price
Phase 1 Evaluation Results • Business Requirements • Implementation Plan • Ongoing Services • Commercial • Price
Price per Point of Value Approach • Lowest price per point of value score = highest ranked supplier • The service providers response must meet Riverview’s minimum requirements on each of the non-price evaluation criteria “Price per Point of Value” Score NPV for Supplier = Weighted Score for Supplier
Narrowing the field • Vendor presentations • We drove the agenda, not the vendor • Important to use real-life scenarios / scripts • Level playing field for all presentations • No second chance • Reference site checking • Vendor recommendations • Plus our own enquiries
Selection and Contract • From two down to one: • Keep #1 and #2 keen right to the very end • Contracts: • Don’t simply accept the ‘standard’ contract • Make the extra effort to ensure the contract matches your needs • Always make sure your school legal advisers review the contract
Conversion and trial • If converting data from old system to new system: • Do your best to retain support from outgoing vendor. • Allocate plenty of time and resources to test the converted data. • Worth considering at least two iterations of the conversion-and-trial cycle. • Ensure robust change request procedure is in place during this phase.
Go live! • November 2004 – Conversion-&-Trial #1 • January 2005 – Conversion-&-Trial #2 • March 2005 – Go Live! Train! Train! Train! Support! Support! Support!
Post implementation • March 2005 was chosen for implementation as it had the least impact on our daily business. • By Term 2, we were ready to use the new system for the second billing run. • We’ve now been working with the new system for over one year. • Every month / term that goes by things get easier, smoother, more second-nature. • The old system is still available for reference, which is helping to mop up inconsistencies. • We have also been building communication channels with other schools using the system, which is helping to inform the vendor of future improvements.
Other Project Applications • At Riverview, we have been using essentially the same methodology for about three years, for projects such as: • Internet Service Provision • Storage solution (SAN/DDT) • Reprographics refresh • Integrated Library Management System
Useful links • There is an increasing requirement for IT Project Managers to have formal accreditation • AIPM – Australian Institute of Project Management • www.aipm.com.au • Endorsed courses: • www.aipm.com.au/html/aipm_endorsed_courses_act_nsw.cfm • Sydney University – Project Management Graduate Programme (PMGP) • www.pmgp.usyd.edu.au • PRINCE2 • http://www.ogc.gov.uk/prince2/
In Conclusion • Good ICT projects must be informed by robust research and well-exercised methodology; • Good ICT projects must be continuously evaluated and reviewed; • Good ICT projects lead to improved organisational agility and effectiveness.
Contact Details • Dr Christopher O’Mahony • Head – Centre for Information Technology • Saint Ignatius’ College, Riverview • Tambourine Bay Road, Riverview, NSW 2066 • Phone (02) 9882 8222 Fax (02) 9882 8588 • Web www.riverview.nsw.edu.au Email cdomahony@riverview.nsw.edu.au