1. www.LearnIt.com Phone / 415.693.0250 Email / info@learnit.com Web / LearnIt.com Facebook / facebook.com/Learn.iT.anywhere PROJECT MANAGEMENT THE FUNDAMENTALS With David Lieberman

2. www.LearnIt.com Agenda Philosophy Terms and Vocabulary Setting the Project Up

3. www.LearnIt.com VOCABULARY

4. www.LearnIt.com WHAT IS A PROJECT? (official definition)

5. www.LearnIt.com Project (defined): A temporary activity designed to produce a unique product, service, or result.

6. www.LearnIt.com TEMPORARY

7. www.LearnIt.com UNIQUE

8. www.LearnIt.com PROJECT CONSTRAINTS ScopeQuality CostTime Resources

9. www.LearnIt.com Yeah.. I’m going to need that project sooner than we thought.” “

10. www.LearnIt.com Resources / Cost Quality / Scope Time TRIANGLE PROJECT MANAGEMENT TRIANGLE

11. www.LearnIt.com PROJECT STAKEHOLDERS

12. www.LearnIt.com STAKEHOLDER: DEFINITION A person who is actively involved in the project, or whose interests may be affected by execution or completion of the project. A stakeholder may also exert influence over the project and its deliverables.

13. www.LearnIt.com STAKEHOLDER GROUPS

14. www.LearnIt.com SPONSOR Provides resources and authority

15. www.LearnIt.com PROJECT TEAM Performs activities to produce the project deliverable.

16. www.LearnIt.com FUNCTIONAL MANAGERS Provide human resources

17. www.LearnIt.com EXTERNAL PARTNERS Customers Vendors End users Community / Society

18. www.LearnIt.com Stakeholder Management Plan Step 1: Identify Stakeholders Step 2: Anticipate Influence Step 3: Prioritize Impact Step 4: Develop Strategy

19. www.LearnIt.com Identify Stakeholders Who are the key people who care about the project (and can affect it)? What do they know about the project already? Who knows about the project and can help me understand the situation? Who doesn’t know about the project, but should? Who might oppose the project?

20. www.LearnIt.com Identify Potential Stakeholder Problems Who might oppose the project? What might they dislike about the project? Might any stakeholders have hidden or additional agendas? Should I consider any bias factors with the stakeholders?

21. www.LearnIt.com Interest Level Power Level Prioritization of Impact

22. www.LearnIt.com StakeholderRelationship to the ProjectPrioritization of Impact Potential Strategies for Obtaining Support or Minimizing Opposition Develop a Strategy!

23. www.LearnIt.com GOALS AND DELIVERABLES

24. www.LearnIt.com Goals Must be Measurable.

25. www.LearnIt.com Deliverables The output of a project that enables the goal to be reached.

26. www.LearnIt.com Now, think of a deliverable that will help you reach that goal. Describe a goal you currently have (can be professional or personal)

27. www.LearnIt.com PHILOSOPHY

28. www.LearnIt.com Can it be a successful project?

29. www.LearnIt.com Can It Be a Successful Project? Does it have a clearly defined and measureable goal?

30. www.LearnIt.com Can It Be a Successful Project? Does it have a clearly defined deliverable?

31. www.LearnIt.com Can It Be a Successful Project? Is it clear who the requestor and sponsor is?

32. www.LearnIt.com Can It Be a Successful Project? Is it clear who the Project Manager is?

33. www.LearnIt.com You have been tasked by the CEO to create an application that will allow your customers to log into a web site and transfer money from their bank accounts to their investment accounts. This needs to be complete by December 15 th so there will be time for customers to move funds for the current tax year. Scenario #1

34. www.LearnIt.com Your team needs to: Encourage employees to take more pride in working conditions. Ensure employees are safe. Motivate employees to keep the work space clean. Scenario #2

35. www.LearnIt.com Think of a new initiative you or your team is considering. Does it have a clearly defined goal?YN Does it have a clearly defined deliverable?YN Is it clear who the requestor and sponsor is?YN Is it clear who the Project Manager is?YN

36. www.LearnIt.com Project Management Process Groups Initiation Planning Execution Monitoring and Controlling Closing

37. www.LearnIt.com Project Management Lifecycle

38. www.LearnIt.com Initiating Process Group Defines the project Gets formal authorization to begin

39. www.LearnIt.com Initiating Deliverables: Stakeholder Management Plan Project Charter

40. www.LearnIt.com Project Charter Titles the Project Identifies Requirements, Constraints and Risks Gives Project Manager Authority

41. www.LearnIt.com PROJECT CHARTER COMPONENTS

42. www.LearnIt.com  Project Name  Sponsor  Gives power to PM  Project Goal  Scope Statement  Deliverables  Non-Deliverables / Boundaries  Project Priorities (Schedule, Budget, Quality)  Schedule Estimates  Budget Estimates  Initial Project Risks  List of Stakeholders

43. www.LearnIt.com important points! Project Management Vocabulary Project Management Philosophy Stakeholder Management Setting Projects Up for Success Project Charters

44. www.LearnIt.com ACTION PLAN TOOLS & TAKEAWAYS

45. www.LearnIt.com Phone / 415.693.0250 Email / info@learnit.com Web / LearnIt.com Facebook / facebook.com/Learn.iT.anywhere PROJECT MANAGEMENT THE FUNDAMENTALS With David Lieberman