Successful Project Management…It’s All About Delivery & Execution

1. Successful Project Management…It’s All About Delivery & Execution MAT SERVICE GROUP - OCTOBER 2001 David A. Goldsmith MetaMatrix Consulting Group, LLC.www.metamatrixconsulting.com

2. Agenda • First…no hidden agenda • Project Management – the business issue • The project plan • PM knowledge areas • The components of a project’s lifecycle • Characteristics of best practice companies • Summary of resources & references

3. Objectives • Deliver take home value – things you can start using tomorrow morning • Provide a lifecycle approach to consider • Exposure to & awareness of Project Management Institute (PMI) knowledge areas • Provide resources you can use as next steps are taken

4. Is this “PM stuff” relevant in the workplace? • Factoids - Standish Group • 1994 Project success rates were 16.7%. 1998 the rates rose to 26%. • In 1994 the chance of a project developed by a Fortune 500 company coming in on time and within budget was 9%. • In 1998, the chance of that same Fortune 500 project succeeding rose to a whopping 24% http://standishgroup.com/visitor/chaos.htm

5. Question: If you were to look in the close out folder of a successful project…. what would you expect to find? What is a project plan???

6. Statement of work WBS Project schedule Communications strategy Issues tracking mechanism Marketing plan Roles & responsibilities Risk strategy Project budget & tracking procedures Staffing plan Assumptions & constraints Action item tracking Project Org charts Basic project plan components

7. PMI knowledge areas Integration mgmt Scope mgmt Time mgmt Cost mgmt Quality mgmt HR mgmt Communications mgmt Risk mgmt Procurement mgmt Good or bad…these are the generally accepted standards ANSI approved in 1999 Method of use is important – this is not a methodology Buy the book or download at no charge – www.pmi.org More project management tools… for the toolkit

8. Pre-launch activities ID business need Work authorization/SOW Project launch Requirements –“What” Design – “How” Construct/Integrate Test Train Implement Maintain/Transition Project close-out Project lifecycle components

9. Project phases Pre-launch Launch Requirements Design Construct/Integrate Test Train Implement Maintain/Transition Close-out Phase processes Initiate Planning Executing Controlling Closing Process occur within each lifecycle phase These don’t just apply to “waterfall” projects PM Framework

10. Initiation workshop One of the most important meetings of your project Good pre-launch activities are the foundation Executive participation not optional… reschedule if necessary Confirm working logistics Work areas Network access Project repository Team structures Leverage your executive sponsor & steering group Launch activities

11. Testing cycles Unit System System - system Integration & Regression Stress Acceptance Use of test matrixes Dedicated testing staff Leverage your investment in functional requirements Allocate time for fixes & retesting Testing activities

12. Put it all together… • The Matrix…

13. Stakeholder involvement (LOB & IT) Executive management support Relentless scope control Use of “trace” techniques with functional requirements & specification design Apply concepts of Earned Value Use of “Gate reviews” Establish “kill points” Eliminate deliverables or practices that don’t add value Short cycle times +\- 90 days Good expectation management Existence of a PMO Develop a PMCOE Use of a formal accepted process Characteristics of best practice organizations

14. Target audience New & experienced PMs/leads Level of formality (or rather informality) The intent - provide a repository that allows teams to leverage each others good work & experiences Project Management Center of Excellence - PMCOE • Provide Project Managers, leads & teams with; • Templates • Samples • Tools • Checklists • Potential Roadmap

15. Project start up sessions for Project Managers Gate review assistance Risk management assistance Challenge session assistance WBS planning assistance Team organization assistance Triage assistance Other PMO services to consider

16. PMI - www.pmi.org PMBOK WBS draft Metagroup Online repository PEMS Other services Project Simulations Information Technology Project Management By: Kathy Schwalbe Software Project Survival Guide By: Steve McConnell Web resources PM Resources

17. Project Management Institute - www.pmi.org All Project Mgmt – www.allpm.com Software Engineering Institute - www.sei.cmu.edu Earned Value Mgmt - www.acq.osd.mil/pm Gantthead.com - www.gantthead.com Risk Management - www.spmn.com/rsktrkr.html Microsoft Solutions Framework (MSF) - www.microsoft.com/ solutionsframework NASA/Ames Research Center - http://huminfo.arc.nasa.gov/CourseCatalog/ProjMgt/ProjMgtIndex.html Summary of Web Resources

18. The road ahead… • Project management is the start of a foundation for enterprise execution • Once you get good at this, the focus needs to be on Programme Management • Just when you thought the fun was over, Portfolio Management will be waiting; • Selection & exit criteria • Beta values • Composition & mix • ROI

19. Contact Information David A. Goldsmith MetaMatrix Consulting Group LLC 927 East Colvin Street Syracuse, NY 13221 E-mail – dgoldsmith@davidgoldsmith.com Voice – (315) 476-0510 www.metamatrixconsulting.com

20. Thank you for your time!!! Remember…it’s all about delivery & execution!!!