1. Project Management 101: Practical Tips
Presenters: Julie Hartmann
Spring Conference April 9 – 11, 2018

2. Spring Conference April 9 – 11, 2018
What is a Project?
Temporary work done to create a unique product or service
Characteristics:
Established start and end dates
Easy to recognize when the work is complete
Not routine
Spring Conference April 9 – 11, 2018

3. Spring Conference April 9 - 12, 2017
Project or Not?
Painting a House
Completing verification of FAFSA data for a student
Implementing a new Financial Aid Management system
Designing and producing the release of the Iphone X
Manufacturing the Iphone X and delivering to customers
Spring Conference April , 2017

4. What is Project Management?
Using set processes, knowledge and skills to achieve project goals ALSO: Career path with formal rules and tools
Spring Conference April 9 – 11, 2018

5. Spring Conference April 9 – 11, 2018
Why focus on PM?
Supports Project Success!!!
More likely to:
Complete objectives on time
Fully meet the required end goal – ensuring quality
Minimize impact to regular operations and other projects
Spring Conference April 9 – 11, 2018

6. Spring Conference April 9 – 11, 2018
Start with: The Plan
Make sure The Plan includes:
What needs to get done
Official term: ‘deliverables’
Who needs to do the work
Official term: ‘resources’
When it needs to get done by
Official term: ‘implementation date’
How you are going to communicate
Official term: ‘communication plan’
Spring Conference April 9 – 11, 2018

7. Tracking Tools: The Plan
Professional Tracking/Documenting Tools:
Microsoft Project
Zoho Project
LiquidPlanner
Workfront
Alternative Tracking/Documenting Tools:
Microsoft Word
Microsoft Excel
Paper/Pen
Spring Conference April , 2017

8. Sample Plan: Word Document
Spring Conference April , 2017

9. Spring Conference April 9 - 12, 2017
Group Exercise: Plan Our Own Task: Paint the Kitchen Start Date: Saturday May 5th Must be completed by EOD: Monday May 7th
Spring Conference April , 2017

10. Execute: Rules of Thumb
Get the execution phase started with a ‘kick-off’ meeting or where the plans and details are rolled out to everyone who is working on the project
Reference your plans; have them easily accessible for all team members
Stick to your communication plan whenever possible
Keep track of work progress compared to deadlines
Spring Conference April , 2017

11. Spring Conference April 9 - 12, 2017
Execute: Keep In Mind
When the unexpected occurs:
Go back to your plans and re-assess
Communicate changes with your team members
Sometimes plans need to change:
Unexpected problems come up
Plans aren’t perfect; we might have forgotten something
Resources might change
Budgets constraints change
Spring Conference April , 2017

12. Spring Conference April 9 - 12, 2017
Wrap it Up
Communicate project success
Get feedback from team members
Store project documents/work for future projects
Spring Conference April , 2017

13. Change Management: Challenges
Some challenges you may face – changing your approach:
Informal office culture
Resistance to visibility of work progress
Perceived or real loss of control/decision making authority
Concern about wasted time with ‘non-productive’ project activities
Spring Conference April , 2017

14. Change Management: Tips
Explain yourself – bring people along
Get support – from team members and your bosses
Take small steps – don’t expect huge change to happen overnight
Model positive behavior
Spring Conference April , 2017

15. Spring Conference April 9 - 12, 2017
Resources
Book: Project Management for the Unofficial Project Manager, Franklin Covey Title (multiple authors)
Management-Starter-Guide.pdf
Seminar: project-management-for-the-nonproject-manager.aspx
improvement/simple-project-planning-for-non-project-managers
Spring Conference April , 2017

16. Please visit them and let them know how much you appreciate it.
NCASFAA would like to thank our Professional Affiliates for their support.
Please visit them and let them know how much you appreciate it.
Spring Conference April 9 – 11, 2018