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Developing Your HR Project
                    Management Skills




Stamford Grand North Ryde – 27 November, 2009


David Byrum, Managing Partner   Chris Geraghty, Partner
KT Australia                    KT Australia
Outline of Presentation

             • Introduction to Kepner-Tregoe

             • What does Kepner Tregoe do?

             • Our Foundation Technologies

             • Why do we need Project Management?

             • KTs Approach to Project Management




130-20-P281607             Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved   2
About Kepner-Tregoe

             •    Founded in 1958 by Charles Kepner and Benjamin Tregoe.

             •    International Consulting Company servicing 44 countries in
                  14 languages.

             •    Our people are Engineers and Science graduates who have
                  held line management positions.

             •    Brand Recognition established in the areas of Problem
                  Solving, Decision Making, Risk Management and Project
                  Management.

             •    Our Strategic Focus is to configure our proprietary
                  processes into application models which deliver measurable
                  and sustainable improvements for our clients in asset
                  utilization, unit cost reduction and project execution.

130-20-P281607                  Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved   3
What We Do…

   Training:
   • Problem Solving & Decision Making
   • Project Management
   • Lean Manufacturing & Office
   • Six Sigma – Green & Black belt




    Short Term Consulting:
    • Problem Solving facilitation
    • Decision Making facilitation
    • Project Planning facilitation




    Result Based Consulting:
    • Project Management
    • PMO Implementation
    • Unit Cost Reduction
    • Lean / Six Sigma implementation
    • Shutdown Management


130-20-P281607                        Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved   4
Our

                                                    Foundation

                                              Technologies


130-20-P281607   Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved     5
Need Solution Cycle
Problem                                    Decision
Analysis                                   Analysis
    Cause & Effect              Solution
      Analysis                   Design        Potential
                Performance                   Problem &
                  Systems Make it             Opportunity
                  Work                         Analysis
                • Performance
   Awareness      System
                                    Solution
    of Need       Engineering    Implementation
                • Managing
Situation         Involvement
Appraisal                                     Project
                                            Management
                 Check for
                  Results
The Role of Rational Thinking

 How does Rational Process Help: -

 •   Focus on Getting it Right at the Start

 •   Provides a Common Language

 •   Repeatable and Auditable

 •   Builds Commitment

 •   Time and Performance Based

 •   Data Driven

 •   Allows effective communication

 •   Allows Execution and Follow-Up
Group / Table Activity

 1. Write down 5 things about your worst project experience

 2. Write down 5 things about your best project experience

 3. What confuses you about projects / project management?

 Instructions:

 •   Work within groups

 •   Summarise your thoughts

 •   Be prepared to discuss

 •   Time allocation = 10minutes
Why do we

                                                   need Project

                                                Management?



130-20-P281607   Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved   9
What is a project?




“A project is the vehicle to
implement a decision that has
already been made”




         Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved   10
Is this your business?

•   Starting a project only to discover that the project is not
    clearly defined

•   More work is continually added to the project plan

•   Projects continually run over time and budget

•   Resources working on non-value adding tasks

•   Project selection not based on data

•   Poorly defined measures of success

•   Project plans lack sufficient detail to monitor progress

•   Lack of consequences for failure to meet deadlines
The Delivery Gap

To remain competitive,
organisations have to




                                  Rate of change
have the capability to
deliver more change of
greater scope more
quickly and effectively
than ever before.                                                                 Requirement
                                                                                   to deliver
Is your ‘Delivery Ability’
keeping pace with your
need to change - or are                              Ability
you experiencing ‘The                              to deliver
Delivery Gap’

                                                                                        Scope of Change

                             Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved                12
Why use a Project Management process?




        Ability to Influence the Outcome




                                                                               Cost of Changes




                                                                                     time
    DEFINITION   PLANNING                       IMPLEMENTATION
                    Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved                     13
Where should projects come from?
 Project Ideas,
Market Changes,                                                              •Analyse
   Business                                                                  •Strategy formulation
 Environment,                                                                •Plan
   Analysis,                          Strategy                               •Implement
New Technology
                                                                             •Monitor & Update




 Operational                    Business Plan                                1.Decision Making
   Issues                                                                    2.Risk Management




                                        Projects                               Project Management

                  Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved                           14
KT’s

                                                  Approach to

                                                               Project

                                                Management
130-20-P281607   Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved    15
The Critical Success Factors


                                 Project
                                 Birthing

         Project                                      Portfolio
       Organisation                                  Management




                                                                  Project
       Project
                                                                  Roles
      Reporting




                  Project                      Project
                  Culture                      Process


             Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved       16
Project Management
State the Project

Establishing the project boundaries

   To help define, plan and control the project

Appraise project background , likely constraints, priority, and
worth

Decide on a short statement
   • Action and End Result
   • Time
   • Cost
Be prepared for lengthy discussions
Keep the project statement visible
Develop Objectives

Describing results and constraints to be considered throughout
the project
   To guide project work and decisions
Ask:
   • What value should this project produce?
   • What short and long-term benefits do we want?
   • What constraints do we face?
   • What requirements must be met?
   • How will we know when we satisfy each objective?
   (measure and standard)
Write a list of short statements
Compare objectives to original concerns
Obtain sponsor approval
Develop Work Breakdown Structure

Documenting how work will be organised
   To act as basis for costing, planning, monitoring and
   control
Ask:
   • What are the major outputs of this project?

   • What are the components of ….?

   • How will the objectives be achieved?

   • How should work be organised to ease planning & control?

Develop a chart or outline

Check that work supports the objectives
Group / Table Activity


 What are the objectives for your Christmas party?

 Instructions:

 • Work within groups

 • Summarise your thoughts

 • Be prepared to discuss

 • Time allocation = 10minutes
Project Success Factors
•   Project team commitment

•   Accurate initial cost estimates

•   Project team capabilities

•   Funding throughout the project

•   Effectiveness of planning and control

•   Minimum start-up difficulties

•   Task Vs Social orientation of the team

•   Absence of bureaucracy

•   Project manager on site

•   Clear criteria for success
Thank You - What Questions do you have?




   dbyrum@kepner-tregoe.com
   Mobile: 0416 199 477


  cgeraghty@kepner-tregoe.com
  Mobile: 0410 416 132




130-20-P281607     Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved   23
Project Management Capabilities


                             PROJECT
                           MANAGEMENT




 TECHNICAL                 PEOPLE               SOFTWARE
   SKILLS                  SKILLS                 SKILLS



DEFINITION - STOP      PERFORMANCE MANAGEMENT    SPEED
PLANNING - GET READY   INFORMATION MANAGEMENT    MAKE LIFE EASIER
IMPLEMENTION - GO      INVOLVEMENT               PROJECT LOGIC
                       COMMUNICATION
Learning Design

       Systematic Teaching Process                                                     Learning Design


                     (1) Definition (What)                                                   (1) Learn
                                                                                           Discussion-
                                                                                           Discussion-based
                      (2) Purpose (Why)                                                       instruction:
                                                                                                - Lecture
(7) Transition to                                                                                 - Q&A
 Next Concept         (3) Method (How)                                                        - Examples


                (4) Example (Concept in Use)


                    (5) Test for Understanding                        (3) Apply                               (2) Practice
                                                                  Use of concepts on                      Scenario-
                                                                                                          Scenario-based cases:
                                                                     real projects:                        - Practice each part of
                     (6) Build Relevance
                                                                     - One-on-one                                the process
                                                                        coaching                           - Vary learning modes
                                                                  - Opportunities for                     - One-on-one coaching
                                                                      peer feedback


                                       Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved                         25
The Role KT Plays in
    Project Management
Training Interventions:
•    Public Sessions
•    In House Sessions
•    Targeted / Result Based In House Sessions with Follow-Up
•    Internal Facilitators & Program Leaders

Project Consulting Support :
•    Optimal Project Portfolio Design & Execution
•    Establishment of Project Management Office (PMO)
•    Establishment of Project Reporting
•    Project Management of specific initiatives to drive step change
•    Institutionalise the Project Management Process

                         Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved   26

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Kepner Tregoe Developing Your Hr Project Management Skills

  • 1. Developing Your HR Project Management Skills Stamford Grand North Ryde – 27 November, 2009 David Byrum, Managing Partner Chris Geraghty, Partner KT Australia KT Australia
  • 2. Outline of Presentation • Introduction to Kepner-Tregoe • What does Kepner Tregoe do? • Our Foundation Technologies • Why do we need Project Management? • KTs Approach to Project Management 130-20-P281607 Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved 2
  • 3. About Kepner-Tregoe • Founded in 1958 by Charles Kepner and Benjamin Tregoe. • International Consulting Company servicing 44 countries in 14 languages. • Our people are Engineers and Science graduates who have held line management positions. • Brand Recognition established in the areas of Problem Solving, Decision Making, Risk Management and Project Management. • Our Strategic Focus is to configure our proprietary processes into application models which deliver measurable and sustainable improvements for our clients in asset utilization, unit cost reduction and project execution. 130-20-P281607 Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved 3
  • 4. What We Do… Training: • Problem Solving & Decision Making • Project Management • Lean Manufacturing & Office • Six Sigma – Green & Black belt Short Term Consulting: • Problem Solving facilitation • Decision Making facilitation • Project Planning facilitation Result Based Consulting: • Project Management • PMO Implementation • Unit Cost Reduction • Lean / Six Sigma implementation • Shutdown Management 130-20-P281607 Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved 4
  • 5. Our Foundation Technologies 130-20-P281607 Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved 5
  • 6. Need Solution Cycle Problem Decision Analysis Analysis Cause & Effect Solution Analysis Design Potential Performance Problem & Systems Make it Opportunity Work Analysis • Performance Awareness System Solution of Need Engineering Implementation • Managing Situation Involvement Appraisal Project Management Check for Results
  • 7. The Role of Rational Thinking How does Rational Process Help: - • Focus on Getting it Right at the Start • Provides a Common Language • Repeatable and Auditable • Builds Commitment • Time and Performance Based • Data Driven • Allows effective communication • Allows Execution and Follow-Up
  • 8. Group / Table Activity 1. Write down 5 things about your worst project experience 2. Write down 5 things about your best project experience 3. What confuses you about projects / project management? Instructions: • Work within groups • Summarise your thoughts • Be prepared to discuss • Time allocation = 10minutes
  • 9. Why do we need Project Management? 130-20-P281607 Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved 9
  • 10. What is a project? “A project is the vehicle to implement a decision that has already been made” Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved 10
  • 11. Is this your business? • Starting a project only to discover that the project is not clearly defined • More work is continually added to the project plan • Projects continually run over time and budget • Resources working on non-value adding tasks • Project selection not based on data • Poorly defined measures of success • Project plans lack sufficient detail to monitor progress • Lack of consequences for failure to meet deadlines
  • 12. The Delivery Gap To remain competitive, organisations have to Rate of change have the capability to deliver more change of greater scope more quickly and effectively than ever before. Requirement to deliver Is your ‘Delivery Ability’ keeping pace with your need to change - or are Ability you experiencing ‘The to deliver Delivery Gap’ Scope of Change Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved 12
  • 13. Why use a Project Management process? Ability to Influence the Outcome Cost of Changes time DEFINITION PLANNING IMPLEMENTATION Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved 13
  • 14. Where should projects come from? Project Ideas, Market Changes, •Analyse Business •Strategy formulation Environment, •Plan Analysis, Strategy •Implement New Technology •Monitor & Update Operational Business Plan 1.Decision Making Issues 2.Risk Management Projects Project Management Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved 14
  • 15. KT’s Approach to Project Management 130-20-P281607 Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved 15
  • 16. The Critical Success Factors Project Birthing Project Portfolio Organisation Management Project Project Roles Reporting Project Project Culture Process Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved 16
  • 18. State the Project Establishing the project boundaries To help define, plan and control the project Appraise project background , likely constraints, priority, and worth Decide on a short statement • Action and End Result • Time • Cost Be prepared for lengthy discussions Keep the project statement visible
  • 19. Develop Objectives Describing results and constraints to be considered throughout the project To guide project work and decisions Ask: • What value should this project produce? • What short and long-term benefits do we want? • What constraints do we face? • What requirements must be met? • How will we know when we satisfy each objective? (measure and standard) Write a list of short statements Compare objectives to original concerns Obtain sponsor approval
  • 20. Develop Work Breakdown Structure Documenting how work will be organised To act as basis for costing, planning, monitoring and control Ask: • What are the major outputs of this project? • What are the components of ….? • How will the objectives be achieved? • How should work be organised to ease planning & control? Develop a chart or outline Check that work supports the objectives
  • 21. Group / Table Activity What are the objectives for your Christmas party? Instructions: • Work within groups • Summarise your thoughts • Be prepared to discuss • Time allocation = 10minutes
  • 22. Project Success Factors • Project team commitment • Accurate initial cost estimates • Project team capabilities • Funding throughout the project • Effectiveness of planning and control • Minimum start-up difficulties • Task Vs Social orientation of the team • Absence of bureaucracy • Project manager on site • Clear criteria for success
  • 23. Thank You - What Questions do you have? dbyrum@kepner-tregoe.com Mobile: 0416 199 477 cgeraghty@kepner-tregoe.com Mobile: 0410 416 132 130-20-P281607 Copyright © 2007 Kepner-Tregoe, Inc. All Rights Reserved 23
  • 24. Project Management Capabilities PROJECT MANAGEMENT TECHNICAL PEOPLE SOFTWARE SKILLS SKILLS SKILLS DEFINITION - STOP PERFORMANCE MANAGEMENT SPEED PLANNING - GET READY INFORMATION MANAGEMENT MAKE LIFE EASIER IMPLEMENTION - GO INVOLVEMENT PROJECT LOGIC COMMUNICATION
  • 25. Learning Design Systematic Teaching Process Learning Design (1) Definition (What) (1) Learn Discussion- Discussion-based (2) Purpose (Why) instruction: - Lecture (7) Transition to - Q&A Next Concept (3) Method (How) - Examples (4) Example (Concept in Use) (5) Test for Understanding (3) Apply (2) Practice Use of concepts on Scenario- Scenario-based cases: real projects: - Practice each part of (6) Build Relevance - One-on-one the process coaching - Vary learning modes - Opportunities for - One-on-one coaching peer feedback Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved 25
  • 26. The Role KT Plays in Project Management Training Interventions: • Public Sessions • In House Sessions • Targeted / Result Based In House Sessions with Follow-Up • Internal Facilitators & Program Leaders Project Consulting Support : • Optimal Project Portfolio Design & Execution • Establishment of Project Management Office (PMO) • Establishment of Project Reporting • Project Management of specific initiatives to drive step change • Institutionalise the Project Management Process Copyright © 2006 Kepner-Tregoe, Inc. All Rights Reserved 26