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 Part 1  

  1. Create a team agreement that outlines the team operating rules for the construction project you are managing.  
  2. What is the impact on a project schedule when you level your resources?  Why is resource leveling necessary and what is the impact on your resources when you do not level?  Review the Agile manifesto and describe how Agile views resource leveling?

Part  2:
Describe the purpose of a status report to the project sponsor?  What key information do you feel is important for the status report to include and why?  What is the optimum reporting cadence and why? What factors do Project Managers need to think about when creating a status report template? Do you feel that status reports are only needed when managing waterfall projects, and why?  How can project status be shared in an Agile or Hybrid project?

Part 3: You are a project manager for a construction project budgeted at $750,000.  As of today, the project should be 45% completed but after reviewing the status of the scheduled tasks involved in the project it is evident that only 25% of the work has been completed.  The team has spent $200,000 thus far. Answer the two questions below: 

1. Describe the formula for each equation and provide the answer

  1. Determine Earned Value (EV)
  2. Determine Planned Value (PV) 
  3. Determine Cost Performance Index (CPI)
  4. Determine Schedule Performance Index (SPI) 
  5. Cost Variance (CV)
  6. Schedule Variance (SV) 

2.  What does this data tell you?  

Effective Project Management:

Presented by

(facilitator name)

Traditional, Agile, Extreme, Hybrid

8th Edition

Ch09: How to Execute a TPM Project

*

Using tools, templates, and processes to monitor & control a TPM project

Establishing your progress reporting system

Applying graphical reporting tools

Managing the Scope Bank

Building and maintaining the Issues Log

Managing project status meetings

Defining a problem escalation strategy

Gaining approval to close the project

Summary of Chapter 9

Ch09: How to Execute a TPM Project

*

Explain how each of these contributes to the growing importance of project management in the business world.

Tools, Templates & Processes Used to Monitor & Control

Current period reports

Cumulative reports

Exception reports

Stoplight reports

Variance reports

Gantt charts

Burn charts

Milestone trend charts

Earned value analysis (EVA)

Integrated milestone trend charts and EVA

Project status meetings

Problem escalation strategies

Ch09: How to Execute a TPM Project

*

Timely, complete, accurate and intuitive

Isn’t burdensome and counterproductive

Readily acceptable to senior management

An effective early warning system

Easily understood by those who need to know

Characteristics of Effective Progress Reporting

Ch09: How to Execute a TPM Project

*

Current period reports

Cumulative reports

Exception reports

Stoplight reports

Variance reports

Five Types of Project Status Reports

Ch09: How to Execute a TPM Project

*

Gantt Chart Project Status Report

Ch09: How to Execute a TPM Project

*

Catch deviations from the curve early

Dampen oscillation

Allow early corrective action

Determine weekly schedule variance

Determine weekly effort (person hours/day) variances

Why Measure Duration and Cost Variances

Ch09: How to Execute a TPM Project

*

Determine a set period of time and day of week

Report actual work accomplished during this period

Record historical and re-estimate remaining

Report start and finish dates

Record days of duration accomplished and remaining

Report resource effort spent and remaining

Report percent complete

How and What Information to Update

Ch09: How to Execute a TPM Project

*

Hold daily team meetings

Complete tasks ASAP

Report problems ASAP

Don’t fall victim to the “creeps”

Don’t guess – ask questions

Good enough is good enough

Meet but do not exceed requirements

Be open and honest with your team mates

How to Keep a Project on Schedule

Ch09: How to Execute a TPM Project

*

Positive Variances – deviations from the plan indicating that an ahead-of-schedule or a cost less than budgeted has occurred

Negative Variances – deviations from the plan indicating that a behind-schedule or cost greater than the budgeted has occurred

Variances

Ch09: How to Execute a TPM Project

*

Gantt Chart Project Status Report

Ch09: How to Execute a TPM Project

*

Exception Report – Stoplight Reports

Ch09: How to Execute a TPM Project

*

83.unknown

Burn Charts

Ch09: How to Execute a TPM Project

*

Cumulative Reports – Milestone Trend Charts

Ch09: How to Execute a TPM Project

*

Cumulative Reports – Milestone Trend Charts

Ch09: How to Execute a TPM Project

*

Cumulative Reports – Milestone Trend Charts

Ch09: How to Execute a TPM Project

*

Cumulative Reports – Milestone Trend Charts

Ch09: How to Execute a TPM Project

*

Earned Value – The Standard S-Curve

Ch09: How to Execute a TPM Project

Time

Progress

2/3 Time – 3/4 Progress

1/3 Time – 1/4 Progress

*

Earned Value – The Aggressive Curve

Ch09: How to Execute a TPM Project

No ramp up – no learning time

Time

Progress

*

Earned Value – The Curve to Avoid

Ch09: How to Execute a TPM Project

About 30% of the work done

70% to 80% of the time gone by

Time

Progress

*

How to Measure Percent of Value Earned

  • 100 – 0
  • 0 – 100
  • 50 – 50
  • Proportion of tasks completed

Ch09: How to Execute a TPM Project

Report date

100 – 0

0 – 100

50 – 50

10 tasks complete 4 tasks not complete

10/14

Work in process

*

Earned Value – Cost Variance

Ch09: How to Execute a TPM Project

*

Earned Value – Schedule Variance

Ch09: How to Execute a TPM Project

*

How to Measure Earned Value

Ch09: How to Execute a TPM Project

*

Earned Value – The Full Story

Ch09: How to Execute a TPM Project

Schedule

Variance

Cost Variance

PV

AC

EV

Time

Progress

*

Earned Value – PV, EV and AC curves

Ch09: How to Execute a TPM Project

*

Earned Value – Basic Performance Indices

Cost Performance Index (CPI)

A measure of how close the project is to spending on the work performed to what was planned to have been spent.

Schedule Performance Index (SPI)

A measure of how close the project is to performing work as it was actually scheduled.

CPI = EV/AC

SPI = EV/PV

INDEX VALUES

< 1: over budget or behind schedule

> 1: under budget or ahead of schedule

Ch09: How to Execute a TPM Project

*

Earned Value – Performance Indices

Ch09: How to Execute a TPM Project

Project Week

8

7

6

5

4

9

3

2

1

1.0

0.8

0.6

0.4

1.2

1.4

1.6

C

C

C

C

C

C

S

S

S

S

S

S

under budget

ahead of schedule

over budget

behind schedule

Project: ALPHA

*

Earned Value – Performance Indices

Ch09: How to Execute a TPM Project

Project: ALPHA

C

C

C

C

C

C

S

S

S

S

S

S

C

S

S

C

under budget

ahead of schedule

over budget

behind schedule

1.0

0.8

0.6

0.4

1.2

1.4

1.6

Project Week

8

7

6

5

4

9

3

2

1

*

Earned Value – Performance Indices

Ch09: How to Execute a TPM Project

C

C

C

C

C

C

S

S

S

S

S

S

C

S

under budget

ahead of schedule

over budget

behind schedule

1.0

0.8

0.6

0.4

1.2

1.4

1.6

Project Week

8

7

6

5

4

9

3

2

1

Project: ALPHA

*

Earned Value – Performance Indices

Portfolio: BETA Program

ahead of schedule

behind schedule

1.0

0.8

0.6

0.4

1.2

1.4

1.6

Project Week

8

7

6

5

4

9

3

2

1

Ch09: How to Execute a TPM Project

Portfolio average

*

  • Initial deposit of 10% of total labor days
  • All of the unfinished functions and features and the labor time to develop them are also deposited in the Scope Bank.
  • The time to process and integrate a Scope Change request draws time from the Scope Bank.
  • To add time to the Scope Bank remove unfinished functions and features and deposit their labor time in the Scope Bank.
  • Client should continuously reprioritize contents of the Scope Bank

Managing the Scope Bank

Ch09: How to Execute a TPM Project

*

  • ID Number
  • Date logged
  • Description of the problem
  • Impact if not resolved
  • The problem owner
  • Action to be taken
  • Status
  • Outcome

Maintaining the Issues Log

Ch09: How to Execute a TPM Project

*

  • Who Should Attend?
  • When Are They Held?
  • What Is Their Purpose?
  • What Is Their Format?

Managing Project Status Meetings

Ch09: How to Execute a TPM Project

*

  • Entire team or Task Managers for tasks open for work
  • Everyone stands up
  • Rotate the meeting facilitator
  • Status of each task is reported

On schedule

Ahead of schedule (by how much)

Behind schedule (by how much and get well plan)

  • Update Scope Bank
  • Update Issues Log

The 15 Minute Daily Status Meeting

Ch09: How to Execute a TPM Project

*

  • Affected parties only
  • Agree on problem
  • Agree on who owns the problem
  • Brainstorm solutions
  • Prioritize solutions
  • Update Issues Log
  • Schedule next meeting

Problem Management Meeting

*

Problem Escalation Strategies – Who Controls What?

Ch09: How to Execute a TPM Project

Scope and Quality

Time

Cost

Resource Availability

*

Project Manager-Based Strategies

No action required. Problem will self-correct

Examine dependency relationships

Reassign resources

Resource Manager-Based Strategies

Negotiate additional resources

Client-Based Strategies

Negotiate multiple release strategies

Request schedule extension

Problem Escalation Strategies

Ch09: How to Execute a TPM Project

*

No action required (schedule slack will correct the problem)

Examines FS dependencies for schedule compression opportunities

Reassign resources from non-critical path tasks to cover the slippage.

Negotiate additional resources

Negotiate multiple release strategies

Request schedule extension from the client

Escalation Strategy Hierarchy

Ch09: How to Execute a TPM Project

*

When the client is satisfied that the acceptance criteria have been met the project enters the closing phase

Gaining approval to close the project

Ch09: How to Execute a TPM Project

*

Effective Project Management:

Presented by

(facilitator name)

Traditional, Agile, Extreme, Hybrid

8th Edition

Ch08: How to Launch a TPM Project

*

Using tools, templates, and processes to launch a TPM project

Recruiting the project team

Conducting the project kick–off meeting

Establishing team operating rules

Managing scope changes

Managing team communications

Assigning resources

Resource – leveling strategies

Finalizing the project schedule

Writing work packages

Summary of Chapter 8

Ch08: How to Launch a TPM Project

*

Explain how each of these contributes to the growing importance of project management in the business world.

Recruiting the Project Team

Team Operating Rules

Problem Solving

Decision Making

Conflict Resolution

Consensus Building

Brainstorming

Team Meetings

Scope Change Management Process

Communications Management Planning

Work Packages

Resource assignment

Finalize the project schedule

Tools, Templates & Processes Used to Launch a Project

Ch08: How to Launch a TPM Project

*

Explain how each of these contributes to the growing importance of project management in the business world.

A project team is a group of professionals committed to achieving common objectives, who work well together and who relate directly and openly with one another to get things done. 

Project team membership

Co-Project manager – developer (chosen before Scoping)

Co-Project manager – client (chosen before Scoping)

Core team (chosen before Planning)

Developer team (chosen before Launching)

Client team (chosen before Launching)

Contracted team (chosen after Launching)

What is a Project Team?

Ch08: How to Launch a TPM Project

*

Commitment

Shared responsibility

Flexibility

Task-oriented

Ability to work within schedules and constraints

Willingness for trust and mutual support

Team-oriented

Open-minded

Ability to work across structure and authorities

Ability to use project management tools

Characteristics of the core team

Ch08: How to Launch a TPM Project

*

Must understand their business unit processes

Must be able to make decisions and commitments for their business unit

Client Team Members

Ch08: How to Launch a TPM Project

*

Little variance in times they are available

Know how their tasks relate to the project

Commitment can be a problem

Quality of work may be poor

May require more supervision than core team

Contract Team Members – Implications

Ch08: How to Launch a TPM Project

*

Developing a team deployment strategy

Developing a team development plan

Balancing a Team

Ch08: How to Launch a TPM Project

*

Work methods and procedures

Knows appropriate technology

Associate attraction and retention

Staffing flexibility

Service and product quality use

Rate of output

Decision making

Reduced staff support level

Reduced supervision

Where Project Teams Can Improve

Ch08: How to Launch a TPM Project

*

Team Member Responsibilities

  • Open communication
  • Good listening skills
  • Shared goals
  • Positive outlook
  • Creativity
  • Respect for others
  • Growth and learning

Ch06: How to Launch a TPM Project

*

Sponsor-led part

Introduce the sponsor to the project team

Introduce the importance of the project by the sponsor

Introduce the project (client)

Introduce the project (project manager)

Kick-Off Meeting Agenda

Ch08: How to Launch a TPM Project

*

Introduce the project team members to each other

Write the Project Definition Statement

Establish team operating rules

Problem solving

Decision making

Conflict resolution

Consensus building

Brainstorming

Team meetings

Review the project plan

Finalize the project schedule

Write work packages

The Working Session Project Manager-led Agenda

Ch08: How to Launch a TPM Project

*

Expands the POS

Project objectives

Assumptions, risks and obstacles

Project Definition Statement – Contents

Ch08: How to Launch a TPM Project

*

As a basis for continued project planning

To clarify the project for the project team

As a reference that keeps the team focused in the right direction

As an orientation for new team members

As a method for discovery by the team

Project Definition Statement – Purpose

Ch08: How to Launch a TPM Project

*

Problem solving

Decision making

Conflict resolution

Consensus building

Brainstorming

Team meetings

Establishing Team Operating Rules

Ch08: How to Launch a TPM Project

*

Define the problem & the owner

Gather relevant data and analyze causes

Generate ideas

Evaluate and prioritize ideas

Develop an action plan

Five Steps to Solving a Problem

Source: Creative Problem Solving and Opportunity Finding

J. Daniel Couger, 1995

Ch08: How to Launch a TPM Project

*

Directive

Participative

Consultative

Decision Making Styles

Ch08: How to Launch a TPM Project

*

Conflict Resolution

Conflict is good.

Conflict is bad.

I’ll win at any cost!

Ch08: How to Launch a TPM Project

I have a differentidea!

*

Conflict Resolution

Ch08: How to Launch a TPM Project

  • Avoidant
  • Combative
  • Collaborative

*

Consensus Building

Be careful–a consensus decision that equally satisfies all parties may be a bad decision after all.

Ch08: How to Launch a TPM Project

*

  • Assemble individuals with knowledge of problem area
  • Throw any/all ideas on the table
  • Continue until no new ideas are uncovered
  • Discuss items on the list
  • Solutions begin to emerge
  • Test each idea with an open mind

Brainstorming Method

Look for solutions that no individual could identify but the group may identify.

Ch08: How to Launch a TPM Project

*

What is your purpose?

How often? How long?

Who should attend?

Do we need an agenda?

Are there minutes? Who takes them? Who gets them?

Team Meetings

Ch08: How to Launch a TPM Project

*

Before the Meeting

Is the meeting necessary?

Determine the purpose of the meeting

Set the ground rules for the discussion

Determine who really needs to be present and only invite those people

Make notes and rehearse your presentation

Start and end the meeting on time

Guidelines for Managing Meetings

Ch08: How to Launch a TPM Project

*

During the Meeting

Specify a time limit and stick to it

Identifying the specific objectives

Gather input from the participants

Keep things moving

Use visual aids

Periodically summarize the results of the discussion in terms of consensus achieved or disagreements still in progress

Assign action items to team members

Guidelines for Managing Meetings

Ch08: How to Launch a TPM Project

*

After the Meeting

Time, place and instructions for the next meeting

Time and place of the meeting and list of attendees with their project role

Agenda items discussed

Decisions reached or held for further studies

Action items and persons responsible for follow up and reporting back to the team at the next meeting

Guidelines for Managing Meetings

Ch08: How to Launch a TPM Project

*

Daily status meetings

Problem resolution meetings

Project review meetings

Project Meetings

Frequency

Length

Purpose

Team Room

Ch08: How to Launch a TPM Project

*

  • 15 minutes
  • Everyone stands
  • Only reporting on tasks open for work and not yet done
  • Status
  • I’m on plan
  • I am x hours behind schedule but have a plan to be caught up by this time tomorrow
  • I am x hours behind plan and need help
  • I am x hours ahead of plan and available to help

Daily Status Meetings

Ch08: How to Launch a TPM Project

*

  • Only attended by those involved in the problem
  • Who owns the problem?
  • What is the resolution?
  • When will it be completed?

Problem Resolution Meeting Agenda

Ch08: How to Launch a TPM Project

*

  • Held at project milestone events
  • Project review panel
  • Formal presentation of project performance to date

Project Review Meetings

Ch08: How to Launch a TPM Project

*

Physical layout

Variations

Operational uses

Team War Room

Ch08: How to Launch a TPM Project

*

Typical Scope Change Management Process

Submit

change

request

Change

approved for

implementation

Request

impact study

Review

impact

study

Review

change

request

Reject

Reject

Rework & Resubmit

Rework & Resubmit

Ch08: How to Launch a TPM Project

*

What is the expected benefit of the change?

How would the change affect the project’s cost?

How would the change affect the project’s schedule?

How would the change affect the software’s quality?

How would the change affect the project’s resource allocation?

Can the change be deferred to a later stage of the project or a later version of the software?

Is the project at a point when making the change would risk destabilizing the software?

Project Impact Statement – Contents

Ch08: How to Launch a TPM Project

*

It can be accommodated within project resources and time lines

It can be accommodated but will require extension of deliverable schedule

It can be accommodated within the current deliverable schedule but additional resources will be needed

It can be accommodated but additional resources and extension of deliverable schedule will be required

It can be accommodated with a multiple release strategy and by prioritizing the deliverables across the release dates

It cannot be accommodated without a significant change to the project

Project Impact Statement – Possible Outcomes

Ch08: How to Launch a TPM Project

*

Scope Change Request Form

Project Name

Change Requested By

Date Change Requested

Description of Change

Business Justification

Action

Approved By

Date

Ch08: How to Launch a TPM Project

*

Business needs change or are discovered during the project

Scope change requests are expected

Project team will analyze the request’s impact on the project plan

Project impact statement will define alternatives for accommodating the request

Client will choose the alternative to be followed

Project manager will adjust project plan accordingly and inform the client

Tips to help the client understand scope change

Ch08: How to Launch a TPM Project

*

A percentage (5-10%) of the project duration is set aside as a time contingency for processing and incorporating scope change requests.

Utilizing a Scope Bank to store prioritized functions and features not yet integrated into the solution will help manage Management Reserve.

Management Reserve

Ch08: How to Launch a TPM Project

*

Set up a scope request bank account with an initial deposit of time (5-10 percent of total project work time) to be used to process cope changes and adjust the schedule.

Utilize the Scope Bank to store prioritized change requests not yet integrated into the solution.

Change requests can be handled at the end of a project cycle or as needed.

Scope Bank

Ch08: How to Launch a TPM Project

*

Establishing a Communications Model Including:

Timing

Content

Choosing Effective Channels

Managing Team Communications

Ch08: How to Launch a TPM Project

*

Communications Management – The Process

Ch08: How to Launch a TPM Project

Sender

Receiver

Generates

the idea

Encodes

the message

Decodes

the message

Checks

the meaning

Feedback

Transmits

through a channel

*

  • One-to-one

Conversations (in person and on the phone)

Meetings

  • Electronic

Email messages

Web sites

Databases

  • Written

Memos

Letters

Documents

Reports

Two-way

One-way

Communications Management – Types

Ch08: How to Launch a TPM Project

*

Communications Management – Interfaces

Project

Manager

Client

Team

Managers

Project

Team

Members

Sponsor

Public

3rd Parties

Ch08: How to Launch a TPM Project

*

Delegation: RASCI Matrix

R= Responsible, accountable for successful completion

A= Needs to Approve decisions

S= Will provide Support for the “R”

C= Available to Coach and Consult

I= Needs to be kept informed of status

R

I

C

S

A

Confirm customer approval of scope

Choose project team

R

Define Budget

R

I

Plan project

R

S

Plan Kick-Off Meeting

R

I

Ch08: How to Launch a TPM Project

*

Expanded Variation of the RASCI Matrix

Ch08: How to Launch a TPM Project

Y

End

B C

7/14/08

7/16/08

7/14/048

Harry

D

N

D

A

7/13/08

7/10/08

7/5/08

Cheryl

C

Y

D

A

7/13/08

XXXX

7/5/08

Bob

B

Y

B

Start

7/2/08

7/3/08

7/1/08

Jack

A

Comments

CP?

Succ.

Pred.

Est. End

End Date

Start Date

Task Lead

Tasks

*

Assigning Resources

Ch08: How to Launch a TPM Project

*

Utilizing available slack

Shifting the project finish date

Smoothing

Resource-Leveling Strategies

Ch08: How to Launch a TPM Project

*

Further decomposition of tasks

Stretching tasks

Assigning substitute resources

Alternative Methods of Scheduling Tasks

Ch08: How to Launch a TPM Project

*

Launch the Project – Finalize Resources & Schedule

Ch08: How to Launch a TPM Project

A1

3

C1

3

B1

2

C2

2

B2

2

C3

1

A2

2

M

T

W

R

F

S

S

M

T

W

R

F

S

S

Duffy

Ernie

Fran

a1

a1

a1

b1

b1

a2

a2

b2

b2

b2

c1

c1

c1

c2

c2

c2

c3

c3

*

Launch the Project – Work Packages

A Work Package is a brief description at the subtask level that describes how a task will be completed. It is a primitive project plan.

Work Packages should be written for:

  • Critical path tasks
  • High-risk tasks
  • Tasks requiring scarce resources
  • Tasks with large duration variances

Ch08: How to Launch a TPM Project

*

Launch the Project – Work Package Assignment Sheet

Ch08: How to Launch a TPM Project

*

Launch the Project – Work Package Description Form

Ch08: How to Launch a TPM Project

*

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