Name of Project Student Name Independent Research Project

Project Overview Project scope Project management approach (AGILE, waterfall, etc) Major milestones Major deliverables Major risks How could the project portfolio process be improved? MilestoneDescriptionDate

Strategic Alignment Describe which tools / processes were used and why – Strategic management process – Project portfolio management Financial criteria Non-financial criteria Project screening matrix – Major project proposal form – Risk analysis form – Project screening process – Priority analysis form – Project priority matrix Did the needs / market analysis / business case identify all the project deliverables that the project eventually produced? How could the project portfolio process be improved? Example below

Requirements Management Requirements management approach Requirements prioritization process Product metrics – Cost – Quality – Performance How accurate were the requirements? How could the requirements management process have been improved? Requirement InformationRelationship Traceability IDID Requireme nt Prior ity Cate gory Sour ce Rel ate s to Obj ecti ve Manif ests in WBS Delive rable Verific ation Validat ion

Scope Management Insert WBS (Tree format) Scope management approach Roles and responsibilities Scope definition Project scope statement Scope verification Scope control How could the scope management process have been improved?

Risk Management Insert completed risk severity matrixDiscuss which tools used and why Risk event graph (p 198) Risk management process (p 199) Risk breakdown structure (p 200) Defined conditions for impact scales (p 203) Risk assessment form (p 203) Risk severity matrix (p 204) Risk response matrix (p 209) Change control process (p 216) Sample change request (p 217) PERT (p 227) Quantitative risk analysis Qualitative risk analysis SWOT Risk probability and impact assessment

Schedule Discuss the approach / process of analyzing: – activity sequences – Durations – resource requirements – schedule constraints What changes were made to the original baseline? – How did this affect the project and what did you do to resolve? Insert your project schedule

Cost Management Discuss how project costs were measured SV CV SPI CPI Cost variance response process Reporting and variance response process How could the estimating process have been improved?

Estimating Insert high level budget Major cost element:$xxx,xxx.xx Major cost element$xxx,xxx.xx Risk reserve$xx,xxx.xx Total Project Cost$xxx,xxx.xx Management Reserve$x,xxx.xx Discuss which tools were used and why Top Down – Consensus method (p 123) – Ratio method (p 124) – Apportion method (p 124) – Function point method (p 125) – Learning curves (p 126) Bottoms up – Template (p 127) – Parametric procedures (p 127) – Detailed estimates (p 127) – Expert judgement – Analogous estimating – Parametric estimating – Bottom up estimating – Three point estimates (PERT) – Reserve analysis Phase estimating (p ) How accurate were the estimates? How could the estimating process have been improved?

Change Management Insert change control process flow chart (example below) Change management approach Definitions of change Change Control Board – Membership – Roles / responsibilities Were changes frequent / major (provide examples)? How could the change mangement process have been improved?

Stakeholder Management Insert power / interest grid Insert Engagement Grid Discuss which tools were used and why – Stakeholder analysis – Stakeholder register – Project charter – Power/Interest grid – Stakeholder analysis matrix Stakeholder Assessment – Discuss results – Discuss strategies for key stakeholders Stakeholder Engagement – Discuss results – Discuss key stakeholder concerns – Discuss strategies for key stakeholders How effective were your strategies? Were stakeholder roles and responsibilities clearly delineated and defined? If not, how could they have been improved?

Communications Management Discuss which tools used and why Communications requirements analysis Communications management plan – constraints – Stakeholder communications requirements – Communications methods and technologies used. How effective were your communications? How could the communications management process have been improved? Communication Type Objective of CommunicationMediumFrequencyAudienceOwnerDeliverable Kickoff MeetingIntroduce the project team and the project. Review project objectives and management approach. Face to FaceOnceProject Sponsor Project Team Stakeholders Project Manager Agenda Meeting Minutes

Communications Management Communications Escalation Process How often and what types of issues were escalated? How could the escalation process have been improved? PriorityDefinitionDecision AuthorityTimeframe for Resolution Priority 1 Priority 2 Priority 3 Priority 4

Procurement Management Insert your project’s make or buy analysis matrix Discuss which tools used and why Make or buy analysis Expert judgment Contract types :

Quality Plan Insert graph of the quality tool used most often for quality metrics on this project (below is an example) Discuss which tools used and why Cost benefit analysis Cost of quality Control charts Benchmarking Design of experiments Statistical sampling Flowcharting Quality management plan Quality metrics Quality checklists Quality audits Cause and effect diagrams Control charts Histogram Pareto chart Run chart Scatter diagram Inspection Was the customer / sponsor satisfied with the deliverables? Was the transition / implementation strategy accurate and effective? If not, how could it have been improved?

Human Resource Plan Insert your project team organization chartDiscuss which tools used and why Functional organization (p 59) Dedicated project team (p 61) Matrix organization (p 66) Key dimensions defining an organization’s culture (p 73) Organizational culture diagnosis worksheet (p 75) Organization charts and position descriptions Networking Human resource plan Responsibility assignment matrix Team building exercise Ground rules Co-location Recognition and awards Issue log Conflict management

Monitoring and Control Insert your project’s earned value graph How accurate were your original estimates of cost and schedule? How could you have improved estimating? Describe any early warning signs of problems that occurred Were constraints and assumptions clear from the beginning, could the project charter / SOW have been improved?.

Lessons Learned Are you proud of our finished deliverables (project work products)? If yes, what’s so good about them? If no, what’s wrong with them? What was the single most frustrating part of your project? – How would you do things differently next time to avoid this frustration? What was the most gratifying or professionally satisfying part of the project? Which of your methods or processes worked particularly well? Which of your methods or processes were difficult or frustrating to use? If you could wave a magic wand and change anything about the project, what would you change? Did your stakeholders, senior managers, customers, and sponsor(s) participate effectively? If not, how could you have improved their participation?

Questions?