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PROJECT MANAGEMENT BASICS

PROJECT MANAGEMENT BASICS. Review of Session 1 (Basics). What is a project? Project management process groups Project Management and Portfolio Management Role of project manager & other roles. INITIATING THE PROJECT. Agenda. Purpose of Initiating Process Project Selection Deliverables

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PROJECT MANAGEMENT BASICS

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  1. PROJECT MANAGEMENT BASICS PM Basics v1.0

  2. Review of Session 1 (Basics) • What is a project? • Project management process groups • Project Management and Portfolio Management • Role of project manager & other roles

  3. INITIATING THE PROJECT

  4. Agenda • Purpose of Initiating Process • Project Selection • Deliverables • Initiating Activities • Develop the Project Charter • Identify Stakeholders

  5. Purpose ofInitiating Process

  6. Project Management Process Groups Monitoring & Controlling Processes Initiating Process Planning Process Executing Process Closing Process

  7. Initiating Processes

  8. Initiating Process Group Processes to define a new project or new phase of existing project by obtaining authorization to start . . . PMBOKGuide Fifth Edition

  9. Activity: How does DLS authorize projects? How are the following projects authorized? • IT projects • Technical projects • Halawa Genesis projects What are other ways projects are authorized?

  10. Prerequisites to Initiating Process • Some organizations have prerequisites that must be met before a project is authorized. • Prerequisites may include: • Business case • Statement of work • Customer agreement

  11. Project Selection

  12. Project Selection • Project value to organization using decision models • Expert judgment • “Best” alternative of achieving end product • Pre-initiating or project design methodology (i.e. Logical Framework Approach)

  13. Project Selection Strategy/Goal Organization Organization Justification/Purpose Project Project Inputs Outputs Activities Present Future

  14. What is the organization’s GOAL? What is the OBJECTIVE? Successful projects Effective Proj Sponsors Portfolio Management Process Skilled Proj Mgrs What OUTCOMES are wanted? What INPUTS are needed? Project Selection Resource Allocation PM Governance ProjMgr Development PM Knowledge Mgmt Sponsor Development MAJOR RISK: To meet the objective, these need to be addressed.

  15. Activity: Project Selection • Form 3 teams of 4~5 people. • Propose a project related to DLS’ core strategies:

  16. Deliverables of theInitiating Process

  17. Deliverables of the Initiating Process • Project charter • Stakeholder register

  18. Developing theProject Charter

  19. Project Charter • Formally authorizes the project or phase and authorizes project manager. • Documents business needs, assumptions and constraints • Documents high-level requirements to satisfy stakeholder needs PMBOK Guide Fifth Edition PMI, PMP, PMBOK® Guide and the PMI Registered Education Provider logo are registered marks of the Project Management Instituted, Inc.

  20. PMBOK Charter Requirements • Project purpose / justification • Measureable objectives / success criteria • High level requirements • Assumptions and constraints • High level project description / boundaries • Summary milestone schedule / budget • Stakeholder list • Project approval requirements (what & who) • Assigned project manager and authority level • Who authorized the project charter

  21. DLS Project Charter • Project purpose / justification • High-level project approach • Project deliverables and exclusions • Assumptions, constraints, and dependencies • Proposed team composition • Who approved the project charter SAMPLE TEMPLATE

  22. Activity: Project Charter • Develop a formal project charter that your team will use throughout the remainder of the course.

  23. Identifying Stakeholders

  24. Stakeholder • A person or group: • That is actively involved in the project; or • Whose interests may be positively or negatively affected by the execution or completion of the project.

  25. Stakeholder Register • Identification (name, position, location, project role, contact information) • Assessment (expectations, influence, interest) • Classification (e.g. internal / external, supporter / neutral / resistor, etc.) TEMPLATE SAMPLE

  26. Stakeholder Power/Interest Grid PMI, PMP, PMBOK® Guide and the PMI Registered Education Provider logo are registered marks of the Project Management Instituted, Inc. PMBOKGuide Fifth Edition

  27. Activity: Stakeholder Register • Create a stakeholder register for your project.

  28. Summary of Session 2 (Initiation) • Project Selection • LFA • Charter • Stakeholder register

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