PROJECT
M ANAGEMENT
CUSTOMER & COMPETITIVE INTELLIGENCE FOR
PRODUCT, PROCESS, SYSTEMS & ENTERPRISE EXCELLENCE
DEPARTMENT OF STATISTICS
REDGEMAN@[Link] OFFICE: +1-208-885-4410
DR. RICK EDGEMAN, PROFESSOR & CHAIR – SIX SIGMA BLACK BELT
Objectives
• Understand the difference between a project and
project management
• Develop a working knowledge of how to properly
scope a project for success
• Schedule project activities using a Gantt chart
What is a Project?
A project is a sequence of unique,
complex, and connected activities
having one goal or purpose and that
must be completed by a specific time,
within budget, and according to
specifications.
Project Management Criteria
• Projects are oriented towards a goal.
• There is something unique about every
project.
• Projects have a finite duration.
• Projects require coordination of
interrelated activities.
What is Project Management?
• Project management is a set of
principles and tools for
– Defining
– Planning
– Executing
– Controlling . . . and
– Completing a PROJECT
Why is Project Management Important?
• Organize your approach
• Generate a credible schedule
• Track progress and control your project
• Identify where to focus your efforts
• Identify problems early – before they are crises
• Saves you TIME….MONEY
If you fail to plan, PLAN TO FAIL
Scoping the
Project
Developing the
Plan
Launching the
Plan
Monitoring &
Controlling
Closing Out the
Project
Adapted from Weiss, J.W., and Wysocki, R.K. 1992. 5-Phase Project Management:
A Practical Planning and Implementation Guide. Reading, MA: Addison Wesley.
Five Phases of Project Management
Scoping the
Project
Developing the
Plan
Launching the
Plan
Monitoring &
Controlling
Closing Out the
Project
Adapted from Weiss, J.W., and Wysocki, R.K. 1992. 5-Phase Project Management:
A Practical Planning and Implementation Guide. Reading, MA: Addison Wesley.
Five Phases of Project Management
State the Problem/
Opportunity
Establish the
Project Goal
Define the
Project Objectives
Identify the
Success Criteria
List Assumptions,
Risks, Obstacles
Adapted from Weiss, J.W., and Wysocki, R.K. 1992. 5-Phase Project Management:
A Practical Planning and Implementation Guide. Reading, MA: Addison Wesley.
Scoping The Project
A short, crisply phrased piece of information covering
-- what is to be done
-- why it is to be done
-- value it provides if it is done
Do not use technical language!
Scoping Document
Scoping Document Example
• Problem/opportunity
• Project name, sponsor, manager
• Singular Project Goal
• Objectives that are Specific, Measurable,
Assignable, Realistic, Time based (SMART)
• Success criteria
• Assumptions, risks, obstacles
Scope the Project:
Problem/Opportunity
• A statement of fact that everyone in the
organization will accept as true
• Should communicate why the project
should be accomplished
Scope the Project - Goal
• A project has one primary goal: to
give purpose and direction
– Defines the final deliverable and outcome
– States in clear terms what is to be
accomplished
– Is a reference point for questions about
scope and purpose of the project
• SMART Objectives
– Specific
– Measurable
– Assignable
– Realistic
– Time-related
• Success Criteria
– Clearly states the bottom-line impact
– Quantifies outcomes so success can be measured
Scope the Project –
Objectives & Success Criteria
• Identify factors that might affect the outcome or
completion of the project
• Used to alert management to factors that may
interfere with project work
• Types of assumptions and risks
– Technological
– Environmental
– Interpersonal
– Cultural
– Political
Scope the Project: Assumptions, Risks
Project Scoping Form
Project Name Project Manager Team Members
Problem / Opportunity (Why do this project?):
Project Goal:
Objectives (Specific, Measurable, Assignable), Duration?
Cost?
Success Criteria (Outcomes):
Assumptions, Risks, Obstacles:
Scope the Project
• Create a scoping document for your project
ACTIVITY #1
Scoping the
Project
Developing the
Plan
Launching the
Plan
Monitoring &
Controlling
Closing Out the
Project
Adapted from Weiss, J.W., and Wysocki, R.K. 1992. 5-Phase Project Management:
A Practical Planning and Implementation Guide. Reading, MA: Addison Wesley.
Five Phases of Project Management
Identify Project
Tasks (WBS)
Estimate Task
Duration
Determine Resource
Requirements
Construct/Analyze
Project Network
Prepare the
Project Proposal
Developing The Plan
Planning the Project:
Work Breakdown Structure (WBS)
• A WBS is the functional decomposition of a
system
• Breaks the project into chunks of work at a
level of detail that meets planning and
scheduling needs
Prepare at home (level 1 task)
Create Grocery List (level 2 task)
check pantry for needed items (level 3 task)
check refrigerator for needed items
check items in refrigerator for expiration date
Determine method of payment
Transport to store
Select method of transportation, e.g., car
Select route
Drive to store
Park
Prepare at store
Select method of holding groceries
Plan for gathering groceries
etc.
WBS Example: Grocery Store
WBS Completeness
• Status/completion are measurable
• Clearly defined start/end events
• Activity has a deliverable
• Time/cost easily estimated
• Activity duration within acceptable limits
• Work assignments are independent
Project Planning Activity
ACTIVITY #2
• Create a work break down structure (WBS) for
the project you identified in the scoping
document. Identify and sequence tasks.
Project Planning: Resources
• People - skills and value
• Facilities
• Equipment
• Money
• Materials
• Time
Duration - Estimation
• Similarity to other activities
• Historical data
• Expert advice
Duration Is a Cause of Variation
• Sources of variation:
– Varying skill levels
– Unexpected events
– Efficiency of work time
– Mistakes and misunderstandings
Resource Activity
• Identify all the resources required for
each activity
• Estimate the duration of each task
Dependencies
• Linkage between and among activities/tasks
• Dependencies create the backbone of the
project network
Dependencies
• Finish to start
• Predecessor Task: A A B
• Successor Task: B
• Arrow head indicates dependency relationship:
Task B cannot begin until Task A is complete
Gantt Chart
• Visual scheduling tool
• Graphical representation of information in WBS
• Show dependencies between tasks, personnel,
and other resources allocations
• Track progress towards completion
• List all tasks and milestones from the WBS
along the vertical axis
• List time frame along the horizontal axis
Activity 1
Activity 2
Milestone
Time Frame: day 1 day 2 day3
Building a Gantt Chart
• Activities: Create box the length of each activity time
duration
– E.g., activity one is scheduled from day1-day3
• Milestones: Create a diamond on the day the milestone is
scheduled to be completed
Activity 1
Activity 2
Milestone
Time Frame: day 1 day 2 day3
Building a Gantt Chart
• Dependencies: Show dependencies between activities with
arrows
– E.g., activity 2 cannot start until activity 1 is complete
Activity 1
Activity 2
Milestone
Time Frame: day 1 day 2 day3… day 23
Building a Gantt Chart
Gantt Chart – Example
Arrows indicate
task dependencies:
Predecessor task
Successor task
Tasks
Bars indicate time
requirement
Estimated time to complete a task
Responsibility Matrix
• Creates accountability by assigning each task to a
person
Task Joe Mary Renee
Activity 1 x
Activity 2 x
Activity 3 x
Gantt Chart Activity
ACTIVITY #3
• Based on the WBS (tasks, durations, and
dependencies) create a Gantt Chart and
Responsibility Matrix.
Look Out for the Creepers!
• Scope Creep - Change is constant – must be
accommodated (Comes from the customer)
• Hope Creep - Check status reports
• Effort Creep - Status reports record progress, but
there is no change in the % completed
• Feature Creep – Similar to Scope Creep but
comes from the provider.
Progress
2/3 Time - 3/4 Progress
1/3 time - 1/4 progress
Time
Standard S Curve
Progress
About 30% of the work done
70% to 80% of the time gone by
Time
The Curve To Avoid!
PROJECT
MANAGEMENT
End of Session
DEPARTMENT OF STATISTICS