1. Effective Project Management
Toni Lewis
PMP®  LSSGB  ECMP  ERMP

2. Definition of a Project
A temporary endeavor undertaken to create a unique product, service, or result (improvement)
Has a definite beginning and end
NOT a repetitive process
Project Management Body of Knowledge (PMBOK)

3. Definition of Project Management
The application of knowledge, skills, tools, and techniques to project activities to meet the project requirements
Project Management Body of Knowledge (PMBOK)

4. Project Management Map
Knowledge Area
Process Group
Initiating Processes
Planning Processes
Executing Processes
Monitoring and Controlling Processes
Closing Processes
Integration
Develop Project Charter
Develop Project Plan
Direct and Manage Project Work
Monitor and Control Project Work
Perform Integrated Change Control
Close Project
Scope
Plan Scope Mgmt
Collect Requirements
Define Scope
Create WBS
Validate Scope
Control Scope
Schedule (Time)
Plan Schedule Mgmt
Define Activities
Sequence Activities
Estimate Activity Resources
Estimate Activity Durations
Develop Schedule
Control Schedule
Cost
Plan Cost Mgmt
Estimate Costs
Determine Budget
Control Costs
Quality
Plan Quality Mgmt
Perform Quality Assurance
Control Quality
Human Resources
Plan HR Mgmt
Acquire Project Team
Develop Project Team
Manage Project Team
Communications
Plan Communications Mgmt
Manage Communications
Control Communications
Risk
Plan Risk Mgmt
Identify Risks
Perform Qualitative Risk Analysis
Perform Quantitative Risk Analysis
Plan Risk Responses
Control Risk
Procurement
Plan Procurement Mgmt
Conduct Procurements
Control Procurements
Close Procurements
Stakeholders
Identify Stakeholders
Plan Stakeholder Mgmt
Manage Stakeholder Engagement
Control Stakeholder Engagement

5. Initiating Process Read/Research (take notes)
Identify/Interview Stakeholders
Create a Project Charter
State problem or opportunity
Define the project goal, ID team/stakeholders
Create measurable objectives
Examples:
We will improve the process time of X by Y days by <date>.
We will reduce the number of defects by __% by year end.

6. Planning Process Gather detailed requirements Determine scope
What is included/not included
Example Project Scope Statement:
To create a Records Management Program for customer documents related to membership and deposit accounts.
Create work breakdown structure (WBS)
Plan all knowledge areas

7. Sample Work Breakdown Structure (WBS)

8. Planning (cont.) Schedule Cost (Budget) Quality Human Resources
Project Quality
Product Quality
Human Resources
When are staff needed?
When will staff be released?

9. Sample Project Schedule

10. Planning (cont.) Communication Risk 90% of a PM’s time
Stakeholder Updates – what do they prefer?
Methods
Risk
Threats and Opportunities
ID and Prioritize
Plan Responses
Ongoing
Threats
Opportunities
Avoid
Enhance
Mitigate
Exploit
Transfer
Share
Accept

11. Sample Risk Register Threats Opportunities Avoid Enhance Mitigate
Exploit
Transfer
Share
Accept

12. Planning (cont.) Procurement Stakeholder Management
Crossover with Communication Management
Interpersonal Skills
Stakeholder Analysis

13. Sample Stakeholder Analysis

14. Executing Conduct Procurements (if applicable) Produce Deliverables
Develop and Manage Project Team
Interpersonal Skills
Team-building Activities
Mentoring and Training
Conflict Resolution
Rewards and Recognition
Manage Stakeholders
Manage Expectations
Stakeholder Updates

15. Sample Stakeholder Update:

16. Monitoring and Controlling
Measure Performance Against Baselines
Schedule
Cost
Corrective or preventive action needed?
Manage Change
Update Project Documents
Perform Quality Control

17. Monitoring and Controlling
Sample Change Log
Sample Decision Log

18. Closing Requirements Validation Product Approval
Product Handoff to Customer
Lessons Learned
Records Archived
One Last Thing . . .

20. Toni Lewis PMP®  LSSGB  ECMP  ERMP toni.lewis@live.com 657.250.2180
Questions
Toni Lewis PMP®  LSSGB  ECMP  ERMP