1. PM in Your Pocket
Lessons, practices, and tools for conquering project management!
M. Nowosadzki PMP CSM – 2018
PM in Your Pocket - Marcelina Nowosadzki PMP CSM, Nelnet Campus Commerce
Do not reproduce without consent.

2. Agenda 9:30 Opening 10:00 Chapter 1 – Terminology
10:30 Chapter 2 – Tools & How-to
12:00 Lunch
12:30 Chapter 2 – Continued
1:45 Chapter 3 – Questions
2:00 Adjournment
- Discussion -

3. Copyright Notice
COPYRIGHT©2009 Nelnet Business Solutions, Inc. This document is unpublished and the foregoing notice is affixed to protect Nelnet Business Solutions, Inc. in the event of inadvertent publication. All rights reserved. No part of this document may be reproduced in any form, including photocopying or transmission to any computer, without prior written consent of Nelnet Business Solutions, Inc. The information contained in this document is confidential and proprietary to Nelnet Business Solutions, Inc. and may not be used or disclosed except as expressly authorized in writing by Nelnet Business Solutions, Inc.

4. [source: Wrike, 2015]

5. Change: Fast, frequent, complex
The average organization has undergone five enterprise changes in the past three years.
Seventy-three percent of organizations expect more change initiatives in the next few years, and only a small minority expects the pace of change to decelerate.
Unfortunately, many organizations fail to implement change effectively. In fact, only a third of change efforts are clear successes, 16% show mixed results, and half are clear failures.
[source: Gartner]

6. Chapter 1 Terminology
Common terms used in project and change management.

7. Terms Project PMO The Triple Constraint Scope Deliverables
A temporary (must have an end point), unique endeavor resulting in a deliverable(s). Everything else is a process.
PMO
Project Management Office: a defined team/department that governs the project management processes within an organization. While the PMO sets the rules, the project manager is still responsible for approaching a project with unique perspectives and strategies.
The Triple Constraint
Three key aspects of a project which influence the project outcome: time, scope, and cost. The significance of the individual constraint vary between projects and customers. Other constraints often included in this model are quality (at the center) and resources (often in place of budget).
Scope
The boundary of a project; what is and is not to be delivered. Part of the triple constraint.
Deliverables
A tangible outcome(s) of the project as defined within the scope (boundary).
May include software, process, documentation, physical objects, etc.   

8. Terms Critical Path Milestone (Project) Resource Stakeholder Sponsor
Shortest path to achieving project scope composed of the most critical and time-consuming tasks. In other words, a selection of dependent tasks where failure of one can derail the overall project outcome.
Milestone
A zero time/effort point in a project. Milestone is an event that indicates completion of a deliverable and should only be indicated by a delivery date (no start-end dates).
(Project) Resource
May include materials, hardware, equipment, capital, and people (labor).
Stakeholder
ANY person who is involved and/or impacted by the project, whether directly or indirectly.
Sponsor
A person who has overall authority over the project; financial, decision-making, and approvals.

9. Terms Project management structures: Methodologies PMI
Project: a group of tasks managed towards an overall customer goal (project scope).
Program: a group of related projects managed towards a business goal of an organization.
Portfolio: a group of programs managed towards an overall business goal of an organization.
Methodologies
PMI
Project Management Institute – not a methodology, rather governance of best practices. A project management organization that create and governs project management ethics, processes, and professional standards.  

10. Terms
Waterfall
Known as the linear-sequential methodology where the team must complete phase A in order to proceed to phase B of a project. Most often used for software development (SDLC – Software Development Life Cycle). For example, system design cannot start until all requirements are gathered and documented.
Image: Ganttpro.com; Pavel Kukhnavets, 11/23/2016

11. Terms
Agile
Based on evolving requirements, adaptive planning, self-organized teams, and frequent deliverables. The idea is to continuously deliver “something” which is “good enough” and ready for deployment.
The Manifesto for Agile Software Development:
Individuals and Interactions over processes and tools
Working Software over comprehensive documentation
Customer Collaboration over contract negotiation
Responding to Change over following a plan
[agilemanifesto.org]
Agile is an umbrella housing several methodologies: XP, Scrum, Kanban, Crystal, DSDM, Lean, etc.

12. Wikipedia States Project management delivers the change.
“Project management is the practice of initiating, planning, executing, controlling, and closing the work of a team to achieve specific goals and meet specific success criteria at the specified time.”
“Change management is a collective term for all approaches to prepare and support individuals, teams, and organizations in making organizational change.”
Project management delivers the change.
Change management adopts the change.

13. Chapter 2 Tools & How-to
End-to-end project overview.

14. They told me to lead this project, now what?

15. Assessment Instructions:
Rate each question or statement below as specified. Afterwards, circle all 0s, 1s, 2s, and 3s.
I don’t know 1
Highly disagree 2
Somewhat disagree 3
Neutral 4
Somewhat agree 5
Highly agree

16. What
Why
Who
How
When AP E P C

17. Chapter 3 Essential Questions
What to ask at the beginning of your project.