1. Section 2.0 Project Management Overview
Course #1031-1: Project Management Tools and Techniques Module 2-Introduction to Project Management
Section 2.0
Project Management Overview
Unit: Introduction to Project Management
Learning Objective: To introduce basic project management concepts and terminology.
Time: 30 minutes
Materials: LCD projector and flip charts.
Instructor Say
Indicate that the objectives of this module, shown on page 2-1-1, are to:
Define key project management terms.
Describe the benefits of project management.
Define project and program.
Discuss the project management process.
Copyright 2001, General Physics Corporation Instructor Guide

2. What Is Project Management?
Course #1031-1: Project Management Tools and Techniques Module 2-Introduction to Project Management
What Is Project Management?
“Project management is the application of knowledge, skills, tools, and techniques to project activities in order to meet or exceed stakeholder needs and expectations.”
Source: Project Management Institute
Instructor Do
Read through the slide.
Indicate that PMI stands for the Project Management Institute, a nonprofit professional organization established to serve the project management profession. For further information, participants can call PMI at (610) (in the US).
Copyright 2001, General Physics Corporation Instructor Guide

3. Benefits of Project Management
Course #1031-1: Project Management Tools and Techniques Module 2-Introduction to Project Management
Benefits of Project Management
Enables completion of projects in the shortest time possible while balancing cost and quality
Enhances staffing flexibility and can help accomplish more work with fewer resources
Provides timely information to multiple levels of the organization in consistent formats
Enhances decision making based on facts and project information
Enhances ability to achieve business objectives and goals
Instructor Do
Have students read the slide.
Emphasize that project management represents a disciplined approach, which enables projects to be successful.
Copyright 2001, General Physics Corporation Instructor Guide

4. Course #1031-1: Project Management Tools and Techniques
Course #1031-1: Project Management Tools and Techniques Module 2-Introduction to Project Management
What Is a Project?
“A project is a temporary endeavor undertaken to create a unique product or service.”
Source: PMI
Instructor Do
Solicit answers from participants before showing this slide.
Instructor Say
“What is a project?”
Record answers on a flipchart.
Ask the participants for examples of projects they have worked on. Examples may include:
Designing a new vehicle.
Constructing a building.
Developing a new course.
Relocating your office.
Running a campaign.
Installing a new computer.
Developing a new payroll system.
Copyright 2001, General Physics Corporation Instructor Guide

5. Project Characteristics
Course #1031-1: Project Management Tools and Techniques Module 2-Introduction to Project Management
Project Characteristics
Has a goal/meets a need
Is a set of related activities that are non-recurring
Has a definite beginning and end
Has clearly defined goals and deliverables
Consumes resources
Needs to be managed
Instructor Do
Read through the slide.
Emphasize the importance of a project “having a definite start and end.”
Ask if any students have ever been on a project that seemed to be “never ending.”
Copyright 2001, General Physics Corporation Instructor Guide

6. Course #1031-1: Project Management Tools and Techniques
Course #1031-1: Project Management Tools and Techniques Module 2-Introduction to Project Management
Project Manager
“The person who is responsible for the project and will be held accountable for its success or failure.”
Instructor Do
Read through the slide.
Indicate that the role of the project manager has been defined by PMI in the Code of Ethics for the project management professional, which will be discussed in a later section of the course.
Copyright 2001, General Physics Corporation Instructor Guide

7. Within Available Resources
The Triple Constraint
Project Scope
Cost
Quality
Within Available Resources
Schedule

8. Balancing the “Project Success Triangle”
Course #1031-1: Project Management Tools and Techniques Module 2-Introduction to Project Management
Balancing the “Project Success Triangle”
A clear understanding of customer priorities
“People” skills
Thorough planning
An organized, structured process
Instructor Say
To achieve success by balancing this triangle, it might seem that black magic is what is needed. But that’s not true. What we need are:
A clear understanding of customer priorities
“People” skills for yourself and your team
Thorough planning
An organized, structured method to manage and control the project
Another way to look at the triangle is by using travel as an example.
There are several ways to get from one part of the country to another (New York to Los Angeles for vacation)
How do these methods compare on cost, quality (scenic travel), delivery (how much time it will take)?
Car (low cost, high quality, slow delivery)
Train (moderate cost, high quality, moderate delivery)
Airplane (high cost, low quality, fast delivery)
We make trade offs everyday on how we try to balance the magic triangle.
Copyright 2001, General Physics Corporation Instructor Guide

9. Project Management Process
Source: PMBOK
Initiation
Planning
Execution
Controls
To help guide you through the process you need a roadmap of some type …
Closeout

10. Does anyone have any questions on any of the topics discussed?
Course #1031-1: Project Management Tools and Techniques Module 2-Introduction to Project Management
Instructor Say
Congratulations! You’ve learned the skills along the Roadmap to Project Management Success.
Does anyone have any questions on any of the topics discussed?
Copyright 2001, General Physics Corporation Instructor Guide

11. Goals of the Project Management Roadmap
Course #1031-1: Project Management Tools and Techniques Module 2-Introduction to Project Management
Goals of the Project Management Roadmap
Meet customer expectations.
Work within organizational constraints.
Continuously improve the process.
Control the cost of Change
Instructor Say
The goals of the Roadmap to Project Management Success are to:
Meet customer expectations of quality, delivery, and cost.
Work within organizational constraints of policies, procedures, and resources (human, material, equipment, facilities).
Continuously improve the process by making better use of lessons learned, leadership skills, human resources, etc.
This formal project management process is an effective, proven way to provide quality projects, on time, and at the lowest cost possible.
This process provides the needed planning, coordination, and control of project activities.
Ask for questions.
Copyright 2001, General Physics Corporation Instructor Guide

12. The Cost of Change Cost of Change Project Phases Project Completion
Course #1031-1: Project Management Tools and Techniques Module 2-Introduction to Project Management
The Cost of Change
Cost of Change
Project Phases
Project Completion
Implementation
Design
Definition
Concept
Instructor Say
Another key benefit of planning is that it invariably prevents costly and time-consuming rework. Remember that the cost of project change is the lowest during the first 20% of the project and increases exponentially as time goes on.
Copyright 2001, General Physics Corporation Instructor Guide

13. Exercise What made them successful?
Think about projects you have worked on.
What made them successful?

14. PM Introduction End of Section 2.0
Course #1031-1: Project Management Tools and Techniques Module 2-Introduction to Project Management
PM Introduction
End of Section 2.0
Transition
Introduction to project management ® project planning.
Let’s take a closer look at what’s involved in project planning.
Copyright 2001, General Physics Corporation Instructor Guide