Essentials of Entry Level Project Management - Rev A
Project Management_c
1. Professional ProjectProfessional Project
Approach & ProcessApproach & Process
By Ryan MifsudBy Ryan Mifsud
Manage the end to end delivery of
Application & IT Solutions
helping customers to realise their
Infrastructure Optimisation Strategies
2. My Qualities & PrinciplesMy Qualities & Principles
Process
Personality
Innovation
People
Relationship with
different types of
people is key to
project success ..
People
Relationship with
different types of
people is key to
project success ..
Customers
demand quality
assurance
through delivery
by due process..
Customers
demand quality
assurance
through delivery
by due process..
The ability to
suggest solutions
and alternatives
where appropriate,
demonstrates
competence and
added value to the
customer …
The ability to
suggest solutions
and alternatives
where appropriate,
demonstrates
competence and
added value to the
customer …
3. Typical Solutions …Typical Solutions …
• Apps Packaging & Configuration
• Apps Development / Migrations
• AD & Exchange Migrations
• Server Upgrades and Moves
• SAN/NAS Storage Solutions
• Setting up DC & DR sites
• Mobile Communications
• Consolidation/Virtualisation
4. ……and they may compriseand they may comprise
• User Profiling, Audits and Asset Tagging
• Data Rationalisation
• Migration (Data, Apps, Users, Mail Boxes)
• Application Development or Modifications
• Legacy Equipment/System integration
• Refurbishment & Disposal
• Testing and Acceptance
• Contingency Planning and/or Roll Back
• Education/Training/Skills Transfer
• Documentation
• Support & Transition to BAU
5. Project DeliveryProject Delivery
• Methodologies Used
• Approach – Phased
• Financials
• Benefits
The primary challenge of project management is to achieve all of the project goals and objectives
while adhering to classic project constraints — usually scope, quality, time and budget.
The secondary and more ambitious challenge is to optimize the allocation and integration of inputs
necessary to meet pre-defined objectives. A project is a carefully defined set of activities that use
resources (money, people, materials, energy, space, provisions, communication, motivation, etc.) to
achieve the project goals and objectives.
6. Methodologies UsedMethodologies Used
• PRINCE II, PMI, ISO, CMMi, BSS, Waterfall, SDLC, Agile or
Combination off
– Process
– Documentation
– Quality Management
• ITIL / ISO
– Change Control
– Configuration Management
– Problem Management
– Contingency
– Release
– Capacity
– Continuity (COB)
– Availability
– Service level
• P&L Finance
– Cost Tracker - Spreadsheet
– Purchasing & Account Polices
7. PRINCE 2PRINCE 2
IP1 Planning Quality
IP2 Planning a Project
IP3 Refining the Business Case and Risks
IP4 Setting up Project Controls
IP5 Setting up Project Files
IP6 Assembling a Project Initiation Document
DP1 Authorising Initiation
DP2 Authorising a Project
DP3 Authorising a Stage or Exception Plan
DP4 Giving Ad Hoc Direction
DP5 Confirming Project Closure
CS1 Authorising Work Package
CS2 Assessing Progress
CS3 Capturing Project Issues
CS4 Examining Project Issues
CS5 Reviewing Stage Status
CS6 Reporting Highlights
CS7 Taking Corrective Action
CS8 Escalating Project Issues
CS9 Receiving Completed Work Package
MP1 Accepting a Work Package
MP2 Executing a Work Package
MP3 Delivering a Work Package
SB1 Planning a Stage
SB2 Updating a Project Plan
SB3 Updating a Project Business Case
SB4 Updating the Risk Log
SB5 Reporting Stage End
SB6 Producing an Exception Plan Closing a project (CP)
Initiating a project (IP)
Controlling a stage (CS)
Managing product
Delivery (MP)
Managing stage
boundaries (SB)
SU1 Appointing a Project Board Exec and Project
Manager
SU2 Designing a Project Management Team
SU3 Appointing a Project Management Team
SU4 Preparing a Project Brief
SU5 Defining Project Approach
SU6 Planning an Initiation Stage
Starting up a project (SU)
PL1 Designing a Plan
PL2 Defining and Analysing Products
PL3 Identifying Activities and Dependencies
PL4 Estimating
PL5 Scheduling
PL6 Analysing Risks
PL7 Completing a Plan
Planning (PL)
Directing a project (DP)
Product Based Planning
Change Control
Quality Reviews
8. The five process groups are:
• Initiating,
• Planning,
• Executing,
• Controlling and Monitoring, and
• Closing.
PMI
IEEE Std 1490™-2003
The nine knowledge areas are:
•Project Integration Management
•Project Scope Management
•Project Time Management
•Project Cost Management
•Project Quality Management
•Project Human Resource Management
•Project Communications Management
•Project Risk Management
•Project Procurement Management
9. WaterfallWaterfall• Requirements
specification (AKA
Verification)
• Design
• Construction (AKA
implementation or
coding)
• Integration
• Testing and debugging
(AKA validation)
• Installation (AKA
deployment)
• Maintenance
SDLCSDLC
• Project Selection
• Initiating
• Planning
• Requirements
Definition
• Functional Design
• System Design
• Programming and
Development
• Integration and
Testing
• Installation and
Acceptance
• Closing
• Maintenance
• Training
• Retirement
• Model
• Implementation
• Test
• Deployment
• Configuration
Management
• Project management
• Environment
AGILEAGILE
Process Software
Development
11. Engagement – PDWEngagement – PDW
(Project Definition Workshop)(Project Definition Workshop)
INPUT - Customer
• Project objectives & scope
• Any known exclusions,
constraints, assumptions &
dependencies
• Any known risks & issues
• Key stakeholders
INPUT – Templates
• Statements of work
• Rules of engagement, terms
& conditions
OUTPUT – Joint
• Approach, deliverables &
high level plan
• Likely resource requirements
• Project environment and
requirements
OUTPUT
• The costs for the Design and
POC & Pilot phase and
other indicative costs
12. Design - PIDDesign - PID
(Project Initiation Document)(Project Initiation Document)
• Undertake the design workshops
• Create the scope of works
• Agree the solutions design
• Spec the deployment plan, deliverables, resources
and schedule
• Spec the POC & Pilot plan, deliverables, resources,
schedule and success criteria
• Create the PID
• Provide costs for the POC & Pilot, and other
indicative costs
13. POC & PilotPOC & Pilot
(Validate)(Validate)
• Undertake the POC & Pilot and any revision
• Agree the final POC & Pilot solution
• Confirm the scope of works, solution design,
deployment plan, deliverables, resources, schedule
and Build
• Update the risks and issues log
• Provide costs for Deployment and Closure
14. DeploymentDeployment
(Build)(Build)
• Execute and progress the project plan
• Initiate work packages and schedule project
resources
• Deliver, test and accept the agreed deliverables
• Manage regular progress review meetings and
attend project board reviews
• Produce weekly highlight and progress reports, and
action lists
• Track costs incurred
• Update the risk and issues logs; manage mitigation
and resolution; process change requests
• Update the lessons learned log
15. CloseClose
• Create the initial project closure document
• Hold the initial project closure project
management review meeting
• Agree the project closure document
• Attend the project closure project board
review meeting
• Agree any follow up actions
• Decommission the project environment
• Project sign off
16. RAG Reporting MadeRAG Reporting Made
SimpleSimple
Red, Amber, Green Reporting on one A3 Sheet containing;
Escalation Matrix
Resource Calendar
Key Milestones
Key Deliverables
Actions Log
Risk log
Issues Log
Lessoned Learned
Dependencies
Assumptions
Application Status
Contingency Planner
Out of scope
Each section RAG reported incorporation with estimated date
17. … with in Change
Management …
… with in Change
Management …
… Project is part of
ITIL Framework …
… Project is part of
ITIL Framework …
… Effecting and
impacting on service
delivery …
… Effecting and
impacting on service
delivery …
18. P&L Financial TrackingP&L Financial Tracking
• Keeping Project Finances on track
– COST Tracker + Spreadsheets
• Managing Purchasing and 3rd
Party Resources
• Ensuring that both Customers and Companies
Accounting/Finance Polices are adhered too
19. Tabs for various
worksheets, used to
enter summarised
data shown here …
Tabs for various
worksheets, used to
enter summarised
data shown here …
You can enter Multiple PO’s. The
first value shown is the sum of
all the PO values …
You can enter Multiple PO’s. The
first value shown is the sum of
all the PO values …
Summary
values by
resource …
Summary
values by
resource …
Summary
values by
Month …
Summary
values by
Month …
20. BH=Bank Holiday
FoC= Free of Charge
H=Holiday
MF=Managed Fund
S= Sick
Tr=Training
BH=Bank Holiday
FoC= Free of Charge
H=Holiday
MF=Managed Fund
S= Sick
Tr=Training
Resource worksheet
allows you to enter:
•Resources types,
•Rates,
•Number of days allocated
•Etc
Resource worksheet
allows you to enter:
•Resources types,
•Rates,
•Number of days allocated
•Etc
21. Here we see information
being entered against the
actual resource …
Here we see information
being entered against the
actual resource …
…and
summarised
here …
…and
summarised
here …
…These must be entered
in “Resource”
“Resource Type” first
…These must be entered
in “Resource”
“Resource Type” first
22. … the ability to record
expenses …
… the ability to record
expenses …
23. … Actual vs Forecast
graphs …
… Actual vs Forecast
graphs …
… Resource
Utilisation Charts …
… Resource
Utilisation Charts …
24. Solution BenefitsSolution Benefits
Delivery Management approach provides:
• A structured step by step approach
• A Value Add deliverable after each Phase
• Smaller sign off authorisation required
• Rapid take on of a fully managed Solution Delivery
• Continuous Quality Assurance
• Flexibility and Scalability
• Continuous Communication & Transparency
• Reduced Risk