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The Project Management Paradigm
Carnegie Mellon University, Silicon Valley




The term Project Management means many things to many people. For
software development, managing the project means having the
customer agree you are Done in measures meaningful to the customer.
What are the Primary
                                                                                       Measures of Success for a
                                                                                               Project?

                                                                                           Are We Done?
                                                                                        When will we be Done?
                                                                                         What will it cost to be
                                                                                               Done?

                                                                                        What does Done look like for
                                                                                         the customer?
                                                                                        How can we recognize Done
                                                                                         when it arrives?
                                                                                        How can we be sure we can
                                                                                         get to from hereDone?
                                                                                        What are the impediments to
                                                                                         getting to done?
                                                                                                                        2/12
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
What Others Have Seen
                                                                                       The quality of a software system is
                                                                                       governed by the quality of the process used
                                                                                       to develop it.‖
                                                                                       — Watts Humphrey

                                                                                       If you can't describe what you are doing as
                                                                                       a process, you don't know what you're
                                                                                       doing.
                                                                                       — W. Edwards Deming

                                                                                       When you can measure what you are
                                                                                       speaking about, and express it in
                                                                                       numbers, you know something about it; but
                                                                                       when you cannot measure it, when you
                                                                                       cannot express it in numbers, your
                                                                                       knowledge is of a meager and
                                                                                       unsatisfactory kind; it may be the beginning
                                                                                       of knowledge, but you have scarcely in your
                                                                                       thoughts advanced to the stage of science.
                                                                                       — Lord Kelvin

                                                                                       In theory there is no difference between
                                                                                       theory and practice. In practice there is.
                                                                                       — Yogi Berra
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
Frameworks
                                                                                          for PM
                                                                                          PMI PMBOK®
                                                                                           – This is not a
                                                                                             method
                                                                                          CMMI–DEV
                                                                                           – This is not a
                                                                                             method
                                                                                          Prince2
                                                                                           – This is a
                                                                                             method
                                                                                         • Scrum
                                                                                           – Project
                                                                                             Management
                                                                                             of Software
                                                                                             Development?
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
Groups                                                                                 Monitoring &
                                   Initiating         Planning               Executing                                   Close Out
Knowledge Areas                                                                                 Controlling
                                       PMI’s PMBOK Structure                                  Monitor and Control
                                                 Project                                                           Close project or
                                                                                               Work
          Integration  Charter                                          Manage Execution
                                                                                              Integrated Change
                                                  Management Plan                                                    phase
                                                                                               Control
                                                 Collect
                                                                                              Verify Scope
                                                  Requirements
                Scope
                                                 Define Scope                                Control Scope
                                                 Create WBS
                                                 Define activities
                                                 Sequence Activities
                                                 Estimate
                                                                                              Control Schedule
                  Time
                                                  Resources
                                                 Estimate Duration
                                                 Develop Schedule
                                                 Estimate Costs
                                                                                              Control costs
                  Cost
                                                 Determine Budget
                                                                         Perform Quality     Perform Quality
                                                 Plan Quality
               Quality
                                                                          Assurance            Control
                                                                         Acquire Team
                                                 Develop HR Plan        Develop Team
Human Resources
                                                                         Manage Team
                            Identify
 Communications
                             Stakeholders
                                                 Risk Plan
                                                 Identify Risk
                                                                                              Monitor and Control
                                                 Qualitative Risk
                  Risk
                                                                                               Risks
                                                 Quantitative Risk
                                                 Risk Responses
                                                                         Conduct             Administer             Close
       Procurement
                                                 Plan procurement                                                                  5
                                                                          procurement          procurement             procurements
Copyright © 2008, Lewis & Fowler
The CMMI–DEV Model
Maturity Level          Process Areas
5 – Optimizing          Organizational   Causal Analysis
                        Innovation &     and Resolution
                        Deployment       (CAR)
                        (OID)
4 – Quantitatively      Organizational   Quantitative
    Managed             Process          Project
                        Performance      Management
                        (OPF)            (QPM)
3 – Defined             Organizational   Organizational    Organizational   Integrated   Risk           Decision        Requirements
                        Process Focus    Process           Training         Project      Management     Analysis and    Development
                                         Definition                         Management                  Resolution
                        (OPF)            (OPD)             (OT)             (IPM)        (RSKM)         (DAR)           (RD)
                        Technical        Product           Verification     Validation
                        Solution         Integration

                        (TS)             (PI)              (VER)            (VAL)
2 – Managed             Requirements     Project           Project          Supplier     Measurement    Process and     Configuration
                        Management       Planning          Monitoring and   Agreement    and Analysis   Product Quality Management
                                                           Control          Management                  Assurance
                        (RM)             (PP)              (PMC)            (SAM)        (MA)           (PPQA)          (CM)




                                                                                                                                    6
Copyright © 2008, Lewis & Fowler
Prince2 Process Model




                                                           7
Copyright © 2008, Lewis & Fowler
Scrum Software Development Process Model

                 Roles                             Key Artifacts                             Key Meetings                                 Development Process
                                              Product Backlog                          Sprint Planning Meeting                Product         Increment
                                              •List of requirements & issues           •Hosted by ScrumMaster; ½-1 day        Backlog
                       PO                     •Owned by Product Owner                  •In: Product Backlog, existing
                                              •Anybody can add to it                   pro-duct, business & technology
                                              •Only Product Owner prioritizes          conditions
            Product Owner:
                                                                                       1. Select highest priority items in
             Set priorities                                                                                                                              Sprint:
                                                                                       Product Backlog; declare Sprint Goal
                                                                                                                                                      30 days each
                                                                                       2. Team turns selected items into      Sprint Planning Meeting
                                              Sprint Goal
                                                                                       Sprint Backlog
                                              •One-sentence summary
                                                                                       •Out:: Sprint Goal, Sprint Backlog
                       SM                     •Declared by Product Owner                                                                                     Sprint
                                              •Accepted by team                                                                                              Goal
                                                                                       Daily Scrum
             ScrumMaster:                                                                                                                                    Sprint
                                                                                       •Hosted by ScrumMaster
                                                                                                                                                            Backlog
                                                                                                                                    Daily Scrum
            Manage process,                                                            •Attended by all, but Stakeholders
                                              Sprint Backlog
                                                                                       don’t speak
            re--move blocks                   •List of tasks                                                                                                Blocks
                                                                                       •Same time every day
                                              •Owned by team                                                                                                 List
                                                                                                                                        Daily Work
                                                                                       •Answer: 1) What did you do
                                              •Only team modifies it
                                                                                                                                                            Product
                                                                                       yesterday? 2) What will you do
                                                                                       today? 3) What’s in your way?
                        T
                                                                                       •Team updates Sprint Backlog;
                                              Blocks List                              ScrumMaster updates Blocks List
                                              •List of blocks & unmade                                                                                     Increment’
             Team: Develop                    decisions
                product                                                                Sprint Review Meeting
                                              •Owned by ScrumMaster
                                                                                       •Hosted by ScrumMaster
                                              •Updated daily                                                                             Sprint Review Meeting
                                                                                       •Attended by all
                                                                                       •Informal, 4-hour, informational
                       SH                                                              •Team demos Increment
                                              Increment                                                                             Product
                                                                                       •All discuss
                                              •Version of the product                                                               Backlog’
                                                                                       •Hold retrospective
              Stakeholders:                   •Shippable functionality (tested,
                                                                                       •Announce next Sprint Planning
                                              documented, etc.)
             observe & advise                                                          Meeting


                                                    Copyright 2004, William C. Wake, William.Wake@acm.org, www.xp123.com
                                                                      Free for non-commercial use. 1-25-04

                                                                                                                                                                        8/12
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
So What Are Some Common Themes
                Between This Approaches?

                 Identify the work
                 Plan the work
Remember, a
                
Method and a
                  Cost the work
Process Model
are not the
                 Execute the work
same thing.

                
CMMI, PMBOK
                  Measure cost, schedule, and
are process
                  quality
models.
Scrum and
                 Adjust the plan
Prince2 are
methods
                 Keep the stakeholders in the loop
A Core Question:
What’s the Difference Between Project
Management and Agile Project Management?
Agile (verb): The ability to rapidly respond to change
Characterized by:
 Quickness, lightness, and ease of movement;
 Nimble;
 Moving quickly and lightly;




                                                         11/12
Some Notions of Agile
                                                                                        Self Organizing
                                                                                        Limits on external control
                                                                                        Collective abilities
                                                                                        Unpredictability
                                                                                        Changing conditions

                                                                                       Adaptive is a repeated theme.
                                                                                       Agile project management needs
                                                                                       to adapt to the changing aspects
                                                                                       of the project, in some self
                                                                                       organizing way to address
                                                                                       unpredictability.


                                                                                                                          12/12
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
The Problem with
                                                                                         the Agile Project
                                                                                           Management
                                                                                            Discussion

                                                                                       Agile software development
                                                                                       is about ―engineering‖ the
                                                                                       product.
                                                                                       Project management is about
                                                                                       the ―processes‖ around
                                                                                       engineering the product.




Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
To avoid this, we need to
                                                                                       understand both engineering
                                                                                       and management are needed

                                                                                       Overlap is present, but separation of
                                                                                       concerns is also present.
                                                                                       So back to the core principles of project
                                                                                       management – what does agile say
                                                                                       about:
                                                                                        Integration
                                                                                        Scope
                                                                                        Time
                                                                                        Cost
                                                                                        Quality
                                                                                        Human Resources
                                                                                        Communications
                                                                                        Risk
                                                                                        Procurement




                                                                                                                               14/12
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
A General Framework for Managing
Projects of all Types




Deliverables Based Planning, identifies, plans, costs, executes,
measures, adjusts and engages the stakeholders in the production of
deliverables
But First an Observation about the
                 ―method‖ discussion
                  The theme of simplicity and parsimony
                   gets mangled
When we talk
                  Methods and process frameworks are
about project
management         confused
and especially
                  When ―agile‖ speaks about project
Agile project
management         management, they usually speak about
                   activities around developing software
                  Some of these are project
                   management, some are engineering
                   activities
Four Key Element of Managing a Project

                                                                                       1. What business capabilities
                                                                                          will we need to satisfy the
                                                                                          customer?
                                                                                       2. What technical requirements
                                                                                          must be fulfilled to enable
                                                                                          these business capabilities
                                                                                       3. What is the plan for
                                                                                          delivering these technical
                                                                                          requirements?
                                                                                       4. How can we credibly execute
                                                                                          the plan to be on-schedule,
                                                                                          on-budget, and assure that
                                                                                          product or service meets the
                                                                                          requirements?
                                                                                                                         17/12
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
Capabilities provide the business with the ―ability‖ to perform a function


These capabilities should be described in business process terms, not technical
requirements terms:
          We need the capability to integrate our top 10% suppliers in the Accounts Payable
           system, 90 after merging two business units.
          We need the capability to scale our claims processing system 250% in 4 calendar
           weeks during a national disaster.
          We need the capability of providing a 200% increase in bandwidth during a major
           sporting event.

                                                                                          18/12
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
The Plan Is A Strategy For The
                 Successful Completion Of The Project
                The Plan describes where we are going, the various paths we can take to
                reach our destination, and the assessment points along the way to assure we
                are making progress.
                These assessment points measures the ―maturity‖ of the product or service
                against the planned maturity. This is the measure of progress – not the
                passage of time or consumption of money.

                                                                                              19/12
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
The Performance Measurement Baseline is a time–phased schedule of all
            the work to be performed, the budgeted cost for this work, and the
           organizational elements that produce the deliverables from this work.


                                                                                       20/12
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
Execution is about performing the planned work, while assuring all
           performance assessment represent physical percent complete.
    Delivering On-Time, On-Budget, and On-Specification is the core concept for
                               successful execution.

                                                                                       21/12
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
So What Are The
                                                                                       Common Themes?

                                                                                        Identify the work
                                                                                        Schedule the work
                                                                                        Cost the work
                                                                                        Execute the work
                                                                                        Measure cost, schedule,
                                                                                         and quality (Technical
                                                                                         Performance)
                                                                                        Adjustments the plan
                                                                                         with these
                                                                                         measurements
                                                                                        Keep the everyone in the
                                                                                         loop
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
The 4 Practice Areas of Deliverables Based Planningsm
                                                                             1
    10 Organizing Principles of Deliverables Based Planningsm



                                                                                 Identify Business
                                                                1    Why               Needs
                                                                                                              Operational
                                                                                                                Needs

                                                                                                                                  Capabilities
                                                                                                                                  Based Plan
                                                                2                  System Value
                                                                                                        2
                                                                                      Stream
                                                                                                              Identify
                                                                3
                                                                                                            Requirements
                                                                     What
                                                                4                                             Baseline                                 Technical
                                                                                                                                 Technical
                                                                                                                                                      Performance
                                                                                                                                Requirements
                                                                5                                                                                      Measures


                                                                                                                            3    Establish a
                                                                                                                                Performance
                                                                6                                                                                    PMB
                                                                                                                                Measurement
                                                                7                                                                 Baseline
                                                                                                              Technical
                                                                8                                            Performance
                                                                      How
                                                                                                              Measures           Earned Value
                                                                     Where
                                                                9                                                                Performance
                                                                                                                                                 4    Execute the
                                                                     When                                                         0% /100%
                                                                10                                                                                   Performance
                                                                     Who
                                                                                                                                                     Measurement
                                                                                                                                                       Baseline
                                                                                    Changes to              Changes to          Changes to
                                                                                    business strategy       requirements        project plan

                                                                                                             Embedded Risk Management

                                                                                                                                                                    23/12
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
Putting The Four Core Processes of
                          Deliverables Based Planningsm to Work
   1                                        Define the set of capabilities needed to achieve the program objectives or the particular end
     Identify Needed                        state for a specific scenario. Using the ConOps, define the details of who, where, and how it
         System                             is to be accomplished, employed and executed.
       Capabilities
                                              What capabilities are needed to fulfill the ConOps and System Requirements?


                                           Define the technical and operational requirements that must be in place for the system
    2
                                           capabilities to be fulfilled. First, define these requirements in terms that are isolated from any
        Establish the
        Requirements                       implementation technical products. Only then bound the requirements with technology.
          Baseline
                                              What technical and operational requirements are needed to fulfill these capabilities?


                                           Build a time–phased network of schedule activities describing the work to be performed, the
   3
        Establish the
                                           budgeted cost for this work, the organizational elements that produce the deliverables, and
        Performance
                                           the performance measures showing this work is proceeding according to plan.
        Measurement
          Baseline
                                              What is the schedule that delivers product or services that meet the requirements?


                                           Execute work packages, while assuring all performance assessment are 0%/100%
    4
         Execute the
                                           complete before proceeding. No rework, no forward transfer of activities to the future.
        Performance
                                           Assure every requirement is traceable to work and all work is traceable to requirements.
        Measurement
          Baseline
                                              What are the periodic measures of physical percent complete?
                                                                                                                                         24/132
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
Deliverables Based Planningsm Overview




                                                                                       25/132
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
How you perform these four
                                                                                       processes is not as important
                                                                                       as having the four processes
                                                                                              be performed

                                                                                       Without the presence of these four
                                                                                       processes, the project is in jeopardy
                                                                                       not matter what engineering method
                                                                                       you use.
                                                                                       Test the method – the practice –
                                                                                       against the principles to confirm there
                                                                                       is coverage.
                                                                                       If parts are missing, determine if they
                                                                                       are important to the project



                                                                                                                                 26/12
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
Project Management is
                                                                                        about answering these
                                                                                            questions with
                                                                                              confidence

                                                                                        Do we know what done looks like
                                                                                         in terms meaningful to the
                                                                                         customer? «Capabilities»
                                                                                        What are the technical aspects of
                                                                                         being done? «Requirements»
                                                                                        What is the path to getting to
                                                                                         done? «Performance
                                                                                         Measurement Baseline»
                                                                                        How long will it take to get to
                                                                                         done? «Project Execution»
                                                                                        What are the impediments to
                                                                                         getting done? «Continuous Risk
                                                                                         Management»
                                                                                                                             27/12
Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler

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CMU Talk - PM Paradigm

  • 1. The Project Management Paradigm Carnegie Mellon University, Silicon Valley The term Project Management means many things to many people. For software development, managing the project means having the customer agree you are Done in measures meaningful to the customer.
  • 2. What are the Primary Measures of Success for a Project? Are We Done? When will we be Done? What will it cost to be Done?  What does Done look like for the customer?  How can we recognize Done when it arrives?  How can we be sure we can get to from hereDone?  What are the impediments to getting to done? 2/12 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 3. What Others Have Seen The quality of a software system is governed by the quality of the process used to develop it.‖ — Watts Humphrey If you can't describe what you are doing as a process, you don't know what you're doing. — W. Edwards Deming When you can measure what you are speaking about, and express it in numbers, you know something about it; but when you cannot measure it, when you cannot express it in numbers, your knowledge is of a meager and unsatisfactory kind; it may be the beginning of knowledge, but you have scarcely in your thoughts advanced to the stage of science. — Lord Kelvin In theory there is no difference between theory and practice. In practice there is. — Yogi Berra Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 4. Frameworks for PM  PMI PMBOK® – This is not a method  CMMI–DEV – This is not a method  Prince2 – This is a method • Scrum – Project Management of Software Development? Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 5. Groups Monitoring & Initiating Planning Executing Close Out Knowledge Areas  Controlling PMI’s PMBOK Structure  Monitor and Control  Project  Close project or Work Integration  Charter  Manage Execution  Integrated Change Management Plan phase Control  Collect  Verify Scope Requirements Scope  Define Scope  Control Scope  Create WBS  Define activities  Sequence Activities  Estimate  Control Schedule Time Resources  Estimate Duration  Develop Schedule  Estimate Costs  Control costs Cost  Determine Budget  Perform Quality  Perform Quality  Plan Quality Quality Assurance Control  Acquire Team  Develop HR Plan  Develop Team Human Resources  Manage Team  Identify Communications Stakeholders  Risk Plan  Identify Risk  Monitor and Control  Qualitative Risk Risk Risks  Quantitative Risk  Risk Responses  Conduct  Administer  Close Procurement  Plan procurement 5 procurement procurement procurements Copyright © 2008, Lewis & Fowler
  • 6. The CMMI–DEV Model Maturity Level Process Areas 5 – Optimizing Organizational Causal Analysis Innovation & and Resolution Deployment (CAR) (OID) 4 – Quantitatively Organizational Quantitative Managed Process Project Performance Management (OPF) (QPM) 3 – Defined Organizational Organizational Organizational Integrated Risk Decision Requirements Process Focus Process Training Project Management Analysis and Development Definition Management Resolution (OPF) (OPD) (OT) (IPM) (RSKM) (DAR) (RD) Technical Product Verification Validation Solution Integration (TS) (PI) (VER) (VAL) 2 – Managed Requirements Project Project Supplier Measurement Process and Configuration Management Planning Monitoring and Agreement and Analysis Product Quality Management Control Management Assurance (RM) (PP) (PMC) (SAM) (MA) (PPQA) (CM) 6 Copyright © 2008, Lewis & Fowler
  • 7. Prince2 Process Model 7 Copyright © 2008, Lewis & Fowler
  • 8. Scrum Software Development Process Model Roles Key Artifacts Key Meetings Development Process Product Backlog Sprint Planning Meeting Product Increment •List of requirements & issues •Hosted by ScrumMaster; ½-1 day Backlog PO •Owned by Product Owner •In: Product Backlog, existing •Anybody can add to it pro-duct, business & technology •Only Product Owner prioritizes conditions Product Owner: 1. Select highest priority items in Set priorities Sprint: Product Backlog; declare Sprint Goal 30 days each 2. Team turns selected items into Sprint Planning Meeting Sprint Goal Sprint Backlog •One-sentence summary •Out:: Sprint Goal, Sprint Backlog SM •Declared by Product Owner Sprint •Accepted by team Goal Daily Scrum ScrumMaster: Sprint •Hosted by ScrumMaster Backlog Daily Scrum Manage process, •Attended by all, but Stakeholders Sprint Backlog don’t speak re--move blocks •List of tasks Blocks •Same time every day •Owned by team List Daily Work •Answer: 1) What did you do •Only team modifies it Product yesterday? 2) What will you do today? 3) What’s in your way? T •Team updates Sprint Backlog; Blocks List ScrumMaster updates Blocks List •List of blocks & unmade Increment’ Team: Develop decisions product Sprint Review Meeting •Owned by ScrumMaster •Hosted by ScrumMaster •Updated daily Sprint Review Meeting •Attended by all •Informal, 4-hour, informational SH •Team demos Increment Increment Product •All discuss •Version of the product Backlog’ •Hold retrospective Stakeholders: •Shippable functionality (tested, •Announce next Sprint Planning documented, etc.) observe & advise Meeting Copyright 2004, William C. Wake, William.Wake@acm.org, www.xp123.com Free for non-commercial use. 1-25-04 8/12 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 9. So What Are Some Common Themes Between This Approaches?  Identify the work  Plan the work Remember, a  Method and a Cost the work Process Model are not the  Execute the work same thing.  CMMI, PMBOK Measure cost, schedule, and are process quality models. Scrum and  Adjust the plan Prince2 are methods  Keep the stakeholders in the loop
  • 10. A Core Question: What’s the Difference Between Project Management and Agile Project Management?
  • 11. Agile (verb): The ability to rapidly respond to change Characterized by:  Quickness, lightness, and ease of movement;  Nimble;  Moving quickly and lightly; 11/12
  • 12. Some Notions of Agile  Self Organizing  Limits on external control  Collective abilities  Unpredictability  Changing conditions Adaptive is a repeated theme. Agile project management needs to adapt to the changing aspects of the project, in some self organizing way to address unpredictability. 12/12 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 13. The Problem with the Agile Project Management Discussion Agile software development is about ―engineering‖ the product. Project management is about the ―processes‖ around engineering the product. Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 14. To avoid this, we need to understand both engineering and management are needed Overlap is present, but separation of concerns is also present. So back to the core principles of project management – what does agile say about:  Integration  Scope  Time  Cost  Quality  Human Resources  Communications  Risk  Procurement 14/12 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 15. A General Framework for Managing Projects of all Types Deliverables Based Planning, identifies, plans, costs, executes, measures, adjusts and engages the stakeholders in the production of deliverables
  • 16. But First an Observation about the ―method‖ discussion  The theme of simplicity and parsimony gets mangled When we talk  Methods and process frameworks are about project management confused and especially  When ―agile‖ speaks about project Agile project management management, they usually speak about activities around developing software  Some of these are project management, some are engineering activities
  • 17. Four Key Element of Managing a Project 1. What business capabilities will we need to satisfy the customer? 2. What technical requirements must be fulfilled to enable these business capabilities 3. What is the plan for delivering these technical requirements? 4. How can we credibly execute the plan to be on-schedule, on-budget, and assure that product or service meets the requirements? 17/12 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 18. Capabilities provide the business with the ―ability‖ to perform a function These capabilities should be described in business process terms, not technical requirements terms:  We need the capability to integrate our top 10% suppliers in the Accounts Payable system, 90 after merging two business units.  We need the capability to scale our claims processing system 250% in 4 calendar weeks during a national disaster.  We need the capability of providing a 200% increase in bandwidth during a major sporting event. 18/12 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 19. The Plan Is A Strategy For The Successful Completion Of The Project The Plan describes where we are going, the various paths we can take to reach our destination, and the assessment points along the way to assure we are making progress. These assessment points measures the ―maturity‖ of the product or service against the planned maturity. This is the measure of progress – not the passage of time or consumption of money. 19/12 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 20. The Performance Measurement Baseline is a time–phased schedule of all the work to be performed, the budgeted cost for this work, and the organizational elements that produce the deliverables from this work. 20/12 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 21. Execution is about performing the planned work, while assuring all performance assessment represent physical percent complete. Delivering On-Time, On-Budget, and On-Specification is the core concept for successful execution. 21/12 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 22. So What Are The Common Themes?  Identify the work  Schedule the work  Cost the work  Execute the work  Measure cost, schedule, and quality (Technical Performance)  Adjustments the plan with these measurements  Keep the everyone in the loop Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 23. The 4 Practice Areas of Deliverables Based Planningsm 1 10 Organizing Principles of Deliverables Based Planningsm Identify Business 1 Why Needs Operational Needs Capabilities Based Plan 2 System Value 2 Stream Identify 3 Requirements What 4 Baseline Technical Technical Performance Requirements 5 Measures 3 Establish a Performance 6 PMB Measurement 7 Baseline Technical 8 Performance How Measures Earned Value Where 9 Performance 4 Execute the When 0% /100% 10 Performance Who Measurement Baseline Changes to Changes to Changes to business strategy requirements project plan Embedded Risk Management 23/12 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 24. Putting The Four Core Processes of Deliverables Based Planningsm to Work 1 Define the set of capabilities needed to achieve the program objectives or the particular end Identify Needed state for a specific scenario. Using the ConOps, define the details of who, where, and how it System is to be accomplished, employed and executed. Capabilities What capabilities are needed to fulfill the ConOps and System Requirements? Define the technical and operational requirements that must be in place for the system 2 capabilities to be fulfilled. First, define these requirements in terms that are isolated from any Establish the Requirements implementation technical products. Only then bound the requirements with technology. Baseline What technical and operational requirements are needed to fulfill these capabilities? Build a time–phased network of schedule activities describing the work to be performed, the 3 Establish the budgeted cost for this work, the organizational elements that produce the deliverables, and Performance the performance measures showing this work is proceeding according to plan. Measurement Baseline What is the schedule that delivers product or services that meet the requirements? Execute work packages, while assuring all performance assessment are 0%/100% 4 Execute the complete before proceeding. No rework, no forward transfer of activities to the future. Performance Assure every requirement is traceable to work and all work is traceable to requirements. Measurement Baseline What are the periodic measures of physical percent complete? 24/132 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 25. Deliverables Based Planningsm Overview 25/132 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 26. How you perform these four processes is not as important as having the four processes be performed Without the presence of these four processes, the project is in jeopardy not matter what engineering method you use. Test the method – the practice – against the principles to confirm there is coverage. If parts are missing, determine if they are important to the project 26/12 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler
  • 27. Project Management is about answering these questions with confidence  Do we know what done looks like in terms meaningful to the customer? «Capabilities»  What are the technical aspects of being done? «Requirements»  What is the path to getting to done? «Performance Measurement Baseline»  How long will it take to get to done? «Project Execution»  What are the impediments to getting done? «Continuous Risk Management» 27/12 Deliverables Based Planning Handbook for A&D, Copyright © 2008, 2009, Lewis & Fowler