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Strategies for Successful
Engineering Management




                            SWE ‘12 NATIONAL
                            CONFERENCE
                            Jill Almaguer, PE, MBA, PMP
                            Carla Fair-Wright, PMP, CSQE
Agenda



 Learning Objectives
 Introductions
 Experiential Learning
 Q&A
 Evaluation
LEARNING OBJECTIVES

  To understand the importance of Project Management
  Provide tools and techniques to improve the overall management
   of a project
  Help participants manage projects more efficiently & effectively
  Share lessons learned and best practices
JILL ALMAGUER, PE, MBA, PMP

  Registered Professional Engineer in Texas for over 20 years (B.S. in
     Bioengineering from TAMU)
    Managed large projects at HP, Agilent Technologies, Texas Medical
     Center, Harris Health System, SWE
    Experience in healthcare, IT, telecom, semi-
     conductors, education, energy
    Adjunct Faculty, DeVry University
    Certified Project Management Professional, member PMI
    President, Society of Women Engineers Houston Area Section
CARLA FAIR-WRIGHT, PMP, CSQE

  President and CEO, Optimal Consulting LLC
  Certified Software Engineer over 20 years (B.S. in Computer
     Science)
    Managed projects for Shell, BP, Pitney
     Bowes, CNPC, USAF, Cameron, SWE
    Experience in IT, Reliability Maintenance, EAM, public
     safety, energy
    Certified Project Management Professional
    Past President, Society of Women Engineers Houston Area
     Section
Factors Constraining Project Success




                                           Slide
 © 2009 SOUTH-W ESTERN, CENGAGE LEARNING
                                             1-6
Challenges of Engineering Projects

   The complexity of large engineering projects has led to the
   abandonment of many expensive projects and led to highly impaired
   implementations in other cases.

   Yaneer Bar-Yam, New England Complex Systems Institute




              •Constraints and
              Dependencies

              •People and Technology

              •Evolutionary Process
What Is Project Success?




                           R. Ryan Nelson, University of
                           Virginia
Obstacles to Effective Leadership


              Personal agenda

              Micromanaging

              Failure to act

              Fear and self
              doubt
Leadership Models
4 Functions of Management vs. Project Management

 Leading and Directing: Staff
  training, supervising, delegating, motivating, counseling and
  coordinating
 Planning: Deciding what needs to happen in the future (today, next
  week, next month, next year, over the next five years, etc.) and
  generating action plans
 Organizing and Staffing: making optimum use of resources required
  to successfully implement plans including structure and job
  analysis, recruitment, and hiring for appropriate jobs
 Controlling: Checking progress against plans
Planning
Planning is an essential part of project management.
The project plan is a roadmap with milestones.
The first step is to define the project objective (destination or deliverable).
         The objective must be specific, measurable, attainable, realistic and time
bound (SMART).
         The objective is usually defined in terms of scope, schedule and cost.
         The project objective should be clear and concise and agreed to by the team
and      sponsor at the beginning of the project.
Develop a baseline plan:
         Divide and subdivide the project
         Define the specific activities to be performed
         Graphically portray the activities in a network diagram
         Make a time estimate for how long it will take to complete each activity
         Make a cost estimate for each activity
         Calculate a project schedule and budget.
Determine if project can be accomplished within time, funds, and available
resources.
ORGANIZING AND STAFFING: Project Life Cycle Effort




                                                     Slide
  © 2009 SOUTH-W ESTERN, CENGAGE LEARNING
                                                      1-13
Controlling the Project

Monitor progress :
       Measure actual progress; compare it to planned progress
       Track which activities have been started and/or completed & when
       How much money has been spent
       Compare on a timely and regular basis
       Take corrective action to get back on track

A regular reporting period should collect:
    Data on actual performance
    Information on any changes in scope, schedule, and budget
    Data should be collected and used to update the schedule and budget
    Compare updated schedule and budget to the baseline and analyze
    Shorter the reporting period, better the chances of identifying problems
    early and taking effective corrective actions
Project Management Maturity Model


    The Project Management Maturity Model (PMMM) has five levels.
       Level 1: Common Language
       Level 2: Common Processes
       Level 3: Singular Methodology
       Level 4: Benchmarking
       Level 5: Continuous Improvement




SOURCE: HTTP://WWW.MY-PROJECT-MANAGEMENT-EXPERT.COM/PROJECT-MANAGEMENT-
MATURITY-MODEL.HTML
Project vs. Matrix Teams (Leadership)

Define roles and responsibilities clearly

Agreement between the functional and
project manager on roles and
responsibilities

Shared performance goals and metrics
Common Problems in Project Teams



         Lencioni's Five Dysfunctions of a Team

          1. Absence of trust

          2. Fear of conflict

          3. Lack of commitment

          4. Avoidance of team accountability

          5. Inattention to team objectives
The Role of the Project Manager



          •Focus on collective Outcomes

          •Confront Difficult Issues

          •Force clarity and closure

          •Mine for conflict

          •Go First
Effective Global Teams / Virtual Teams


  Challenges

  •Differences in Work
  Norms and Behaviors

  •Violations of Respect
  and Hierarchy

  •Fluency (accents and
  vocabulary)
RESPONSIBILITY MATRICES

       Responsibility Matrix (RM)
               Also called a linear responsibility chart.
               Summarizes the tasks to be accomplished and who is responsible for what on
                    the project.
                       Lists project activities and participants.

                       Clarifies critical interfaces between units and individuals that need coordination.

                       Provide an means for all participants to view their responsibilities and agree on their
                            assignments.
                       Clarifies the extent or type of authority that can be exercised by each participant.




                                                                                                                  McGraw-
C O P Y R I G H T © 2 0 0 6 T H E MC G R A W - H I L L                                                            Hill/Irwin
C O MP A N I E S . A L L R I G H T S R E S E R V E D .                                                                  4–20
RESPONSIBILITY MATRIX FOR THE CONVEYOR BELT
     PROJECT




                                                         FIGURE 4.10
                                                                  McGraw-
C O P Y R I G H T © 2 0 0 6 T H E MC G R A W - H I L L            Hill/Irwin
C O MP A N I E S . A L L R I G H T S R E S E R V E D .                  4–21
The Agile Process
            Coined in 2001 by the Agile Manifesto

            Used primarily in software development projects

            The premise of the Agile method is that a team of cross-
            functional professionals works closely together to
            develop, test, and implement the software in small steps called
            iterations. The iterations are short in time and may last only a
            day, a week, or a month. In the Agile process, the project team
            is focusing on just getting a small component of the larger
            project completed and then moving on to the next iteration.

            The management of the project is different from traditional
            scheduling methods in that a project manager isn’t scheduling
            out the entire project at the outset. Typically, activities have
            dependencies and don’t start until one activity has ended.




HTTP://WWW.WIZIQ.COM/TUTORIAL/16-INTRODUCTION-TO-SCRUM-AGILE-PROJECT-MANAGEMENT
Next Steps
 Please fill out online evaluation for session


 Thank you for coming and hope you enjoy WE ‘12 in Houston!
 FY13 SWE Houston Area Section Theme: A Year of ENRG -
  Encourage Networking Recognition and Growth
 Next SWE Houston Area activities:
    November - Professional Development meeting at BP
    December – Ten Thousand Villages Holiday Networking Fundraiser
Jill Almaguer, PE, MBA, PMP, President@SWEHouston.org
Carla Fair-Wright, PMP, CSQE, fair@opc-houston.com


     Please visit us at
     SWEHouston.org
             or
 Stop by the Houston Area
 Section Table at the SWE
         Boutique

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Strategies for successful engineering management

  • 1. Strategies for Successful Engineering Management SWE ‘12 NATIONAL CONFERENCE Jill Almaguer, PE, MBA, PMP Carla Fair-Wright, PMP, CSQE
  • 2. Agenda  Learning Objectives  Introductions  Experiential Learning  Q&A  Evaluation
  • 3. LEARNING OBJECTIVES  To understand the importance of Project Management  Provide tools and techniques to improve the overall management of a project  Help participants manage projects more efficiently & effectively  Share lessons learned and best practices
  • 4. JILL ALMAGUER, PE, MBA, PMP  Registered Professional Engineer in Texas for over 20 years (B.S. in Bioengineering from TAMU)  Managed large projects at HP, Agilent Technologies, Texas Medical Center, Harris Health System, SWE  Experience in healthcare, IT, telecom, semi- conductors, education, energy  Adjunct Faculty, DeVry University  Certified Project Management Professional, member PMI  President, Society of Women Engineers Houston Area Section
  • 5. CARLA FAIR-WRIGHT, PMP, CSQE  President and CEO, Optimal Consulting LLC  Certified Software Engineer over 20 years (B.S. in Computer Science)  Managed projects for Shell, BP, Pitney Bowes, CNPC, USAF, Cameron, SWE  Experience in IT, Reliability Maintenance, EAM, public safety, energy  Certified Project Management Professional  Past President, Society of Women Engineers Houston Area Section
  • 6. Factors Constraining Project Success Slide © 2009 SOUTH-W ESTERN, CENGAGE LEARNING 1-6
  • 7. Challenges of Engineering Projects The complexity of large engineering projects has led to the abandonment of many expensive projects and led to highly impaired implementations in other cases. Yaneer Bar-Yam, New England Complex Systems Institute •Constraints and Dependencies •People and Technology •Evolutionary Process
  • 8. What Is Project Success? R. Ryan Nelson, University of Virginia
  • 9. Obstacles to Effective Leadership Personal agenda Micromanaging Failure to act Fear and self doubt
  • 11. 4 Functions of Management vs. Project Management  Leading and Directing: Staff training, supervising, delegating, motivating, counseling and coordinating  Planning: Deciding what needs to happen in the future (today, next week, next month, next year, over the next five years, etc.) and generating action plans  Organizing and Staffing: making optimum use of resources required to successfully implement plans including structure and job analysis, recruitment, and hiring for appropriate jobs  Controlling: Checking progress against plans
  • 12. Planning Planning is an essential part of project management. The project plan is a roadmap with milestones. The first step is to define the project objective (destination or deliverable). The objective must be specific, measurable, attainable, realistic and time bound (SMART). The objective is usually defined in terms of scope, schedule and cost. The project objective should be clear and concise and agreed to by the team and sponsor at the beginning of the project. Develop a baseline plan: Divide and subdivide the project Define the specific activities to be performed Graphically portray the activities in a network diagram Make a time estimate for how long it will take to complete each activity Make a cost estimate for each activity Calculate a project schedule and budget. Determine if project can be accomplished within time, funds, and available resources.
  • 13. ORGANIZING AND STAFFING: Project Life Cycle Effort Slide © 2009 SOUTH-W ESTERN, CENGAGE LEARNING 1-13
  • 14. Controlling the Project Monitor progress : Measure actual progress; compare it to planned progress Track which activities have been started and/or completed & when How much money has been spent Compare on a timely and regular basis Take corrective action to get back on track A regular reporting period should collect: Data on actual performance Information on any changes in scope, schedule, and budget Data should be collected and used to update the schedule and budget Compare updated schedule and budget to the baseline and analyze Shorter the reporting period, better the chances of identifying problems early and taking effective corrective actions
  • 15. Project Management Maturity Model  The Project Management Maturity Model (PMMM) has five levels.  Level 1: Common Language  Level 2: Common Processes  Level 3: Singular Methodology  Level 4: Benchmarking  Level 5: Continuous Improvement SOURCE: HTTP://WWW.MY-PROJECT-MANAGEMENT-EXPERT.COM/PROJECT-MANAGEMENT- MATURITY-MODEL.HTML
  • 16. Project vs. Matrix Teams (Leadership) Define roles and responsibilities clearly Agreement between the functional and project manager on roles and responsibilities Shared performance goals and metrics
  • 17. Common Problems in Project Teams Lencioni's Five Dysfunctions of a Team 1. Absence of trust 2. Fear of conflict 3. Lack of commitment 4. Avoidance of team accountability 5. Inattention to team objectives
  • 18. The Role of the Project Manager •Focus on collective Outcomes •Confront Difficult Issues •Force clarity and closure •Mine for conflict •Go First
  • 19. Effective Global Teams / Virtual Teams Challenges •Differences in Work Norms and Behaviors •Violations of Respect and Hierarchy •Fluency (accents and vocabulary)
  • 20. RESPONSIBILITY MATRICES  Responsibility Matrix (RM)  Also called a linear responsibility chart.  Summarizes the tasks to be accomplished and who is responsible for what on the project.  Lists project activities and participants.  Clarifies critical interfaces between units and individuals that need coordination.  Provide an means for all participants to view their responsibilities and agree on their assignments.  Clarifies the extent or type of authority that can be exercised by each participant. McGraw- C O P Y R I G H T © 2 0 0 6 T H E MC G R A W - H I L L Hill/Irwin C O MP A N I E S . A L L R I G H T S R E S E R V E D . 4–20
  • 21. RESPONSIBILITY MATRIX FOR THE CONVEYOR BELT PROJECT FIGURE 4.10 McGraw- C O P Y R I G H T © 2 0 0 6 T H E MC G R A W - H I L L Hill/Irwin C O MP A N I E S . A L L R I G H T S R E S E R V E D . 4–21
  • 22. The Agile Process Coined in 2001 by the Agile Manifesto Used primarily in software development projects The premise of the Agile method is that a team of cross- functional professionals works closely together to develop, test, and implement the software in small steps called iterations. The iterations are short in time and may last only a day, a week, or a month. In the Agile process, the project team is focusing on just getting a small component of the larger project completed and then moving on to the next iteration. The management of the project is different from traditional scheduling methods in that a project manager isn’t scheduling out the entire project at the outset. Typically, activities have dependencies and don’t start until one activity has ended. HTTP://WWW.WIZIQ.COM/TUTORIAL/16-INTRODUCTION-TO-SCRUM-AGILE-PROJECT-MANAGEMENT
  • 23. Next Steps  Please fill out online evaluation for session  Thank you for coming and hope you enjoy WE ‘12 in Houston!  FY13 SWE Houston Area Section Theme: A Year of ENRG - Encourage Networking Recognition and Growth  Next SWE Houston Area activities:  November - Professional Development meeting at BP  December – Ten Thousand Villages Holiday Networking Fundraiser
  • 24. Jill Almaguer, PE, MBA, PMP, President@SWEHouston.org Carla Fair-Wright, PMP, CSQE, fair@opc-houston.com Please visit us at SWEHouston.org or Stop by the Houston Area Section Table at the SWE Boutique

Notas do Editor

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  2. Jill – holding questions until end (questions) Please turn off or silence PPE
  3. Jill (Interactive) 5-10 minutes
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  15. Jill:In PMMMhigher level - Carla will discussmgting project matrix teams
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  17. CarlaAbsence of trust—unwilling to be vulnerable within the groupFear of conflict—seeking artificial harmony over constructive passionate debateLack of commitment—feigning buy-in for group decisions creates ambiguity throughout the organizationAvoidance of accountability—ducking the responsibility to call peers on counterproductive behaviour which sets low standardsInattention to results—focusing on personal success, status and ego before team success
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