1. Project Genome Mapping
Kerry R. Wills, PMP
Director
The Hartford Financial Services Group

2. Introduction All projects are made of the same elements
Some are more successful than others
It is the structure of these elements that enables PMs to be successful
Objectives
Identify the atomic elements of all projects
Understand how the elements make up project deliverables
Identify genetic defects in projects
Understand how the deliverables relate and how to gage success from them
Identify some best practices on each deliverable

3. All projects have the same atomic elements…
Projects are made up of activities that drive towards deliverables and milestones
ACTIVITIES
These activities take a period of time to be performed
DURATION
The activities are performed by project resources
RESOURCES
The project resources have specific rates/costs
RATES

4. Deliverables from Atomic Elements

5. The Project Plan The Project Plan is a list of activities with their
DURATION
RESOURCES
RATES
The Project Plan is a list of activities with their
relationships, durations and assigned resources
Plan should be deliverable based (“bottom up” view)
The team should come up with the activities and duration
Deliverables should be no more than days duration
Should track dependencies

6. The Project Schedule
SCHEDULE
ACTIVITIES
DURATION
RESOURCES
RATES
The Project Schedule shows the activities laid out to
a timeline with their durations and milestones
Should be used to communicate to stakeholders
Should show critical path activities
A “community plan”

7. The Project Resource Model
ACTIVITIES
RESOURCE
MODEL
DURATION
RESOURCES
RATES
The Project Resource Model identified the resources
on the project and the duration of their tenure
“Top down” view on project based on resources
Duration should map to project phases

8. The Project Budget The Project Budget is comprised of resource costs
ACTIVITIES
BUDGET
DURATION
RESOURCES
RATES
The Project Budget is comprised of resource costs
and other costs
The resource costs represent the number of resources, multiplied by their rates and duration

9. The Project Change Control Log
ACTIVITIES
DURATION
RESOURCES
RATES
Change Control is against anything that impacts the project activities, schedule, or resource costs

10. Integration of Deliverables
PLAN
SCHEDULE
CHANGE
CONTROL
ACTIVITIES
RESOURCE
MODEL
BUDGET
DURATION
RESOURCES
RATES
Since the deliverables are made of the same elements, they are tightly related to each other and should be managed as such

11. Genetic Defects

12. Genetic Defect: Schedule separate from budget
ACTIVITIES
BUDGET
DOLLARS
DURATION
Many projects treat schedule and budget as separate
Usually estimated through a high level number
Cant assess impact of schedule changes
No clarity around what makes up the financials of the project
“Living paycheck to paycheck”

13. Genetic Defect: Resources separate from budget
MODEL
DURATION
BUDGET
DOLLARS
RESOURCES
Projects also separate the resources from the budget
Managing the budget as one big amount vs the components that make it up
No clarity around what makes up the financials of the project
No good ability to reforecast or compute Estimate at Complete

14. Genetic Defect: Only performing CC on the plan
CHANGE
CONTROL
ACTIVITIES
DURATION
RESOURCES
RATES
Change control is commonly used against scope
items
Scope is important but changes in duration, resources, and rates for existing deliverables can have a financial or schedule impact as well

15. Relationships

16. Relationships: Plan and Schedule
ACTIVITIES
DURATION
RESOURCES
RATES
The schedule and plan are tightly linked and both
are made up of the activities and timeframes
Use the plan to manage activities and the schedule to communicate to stakeholders (community plan)
Both should be reviewed on a regular basis for progress, status, and to plan upcoming work

17. Relationship: Schedule and Resource Model
ACTIVITIES
RESOURCE
MODEL
DURATION
RESOURCES
RATES
The resource model should map to the schedule to
determine duration of resources
Resources should map to specific phases and deliverables (e.g. BAs on requirements)
Level load resources to deliverables to determine capacity for concurrent activities/projects

18. Relationships: Resource Model and Budget
ACTIVITIES
RESOURCE
MODEL
BUDGET
DURATION
RESOURCES
RATES
The budget is made up of the resource model and
the rates
Project work is mostly made up of resource cost which ties to the rate and duration on which they are on the project

19. Relationships: Plan and Budget
ACTIVITIES
BUDGET
DURATION
RESOURCES
RATES
The budget and resource model are derived from the
activities
Any slippage to critical path activities will result in an extension to the schedule which will increase the cost of the project

20. Relationships: Change Control
PLAN
SCHEDULE
CHANGE
CONTROL
ACTIVITIES
RESOURCE
MODEL
BUDGET
DURATION
RESOURCES
RATES
Change control has to be on all of the atomic elements

21. Proposed Model

22. Proposed Model Create a detailed resource model/budget in one view
SCHEDULE
Requirements
Design
Resource
Rate
Jan
Feb
Mar
Apr
May
Jun
Total
RESOURCE
MODEL
Resource A $$ 1 1 1 1 1 1 $$
Resource B $$ 1 1 1 1 1 .5 $$
Resource C $$ 1 1 1 1 1 $$
BUDGET $$ $$ $$ $$ $$ $$ $$
Create a detailed resource model/budget in one view
Create the schedule across the top by month
Map the resources to it and identify FTE allocation
Add the monthly rates for each resource
Calculate the budget - total, monthly, and by resource

23. Proposed Model: Change Control
Requirements
Design
Resource
Rate
Jan
Feb
Mar
Apr
May
Jun
Total
Resource A $$ 1 1 1 1 1 1 $$
Resource B $$ 1 1 1 1 1 .5 $$
Resource C $$ 1 1 1 1 1 $$ $$ $$ $$ $$ $$ $$ $$
Document change controls against the budget
Baseline the budgeted view
Show any changes in rate, duration, or allocation
Calculate the forecasted view
EAC = ATD +ETC

24. Summary All projects are made of the same elements
These elements combine to form the project deliverables
These deliverables are tightly integrated and must be managed as such to avoid the genetic defects
Create on detailed view to have clarity around the project financials, resources, and schedule which
Tightly manage that view through change control