PROJECT MANAGEMENT BASICS

PM Basics v1.0 1.1

Review of Session 1 (Basics)What is a project?Project management process groupsProject Management and Portfolio

ManagementRole of project manager & other roles

2.2

INITIATING THE PROJECT

2.3

AgendaPurpose of Initiating ProcessProject SelectionDeliverablesInitiating Activities

Develop the Project Charter Identify Stakeholders

2.4

Purpose ofInitiating Process

2.5

Project Management Process Groups

2.6

Monitoring & Controlling Processes

InitiatingProcess

PlanningProcess

ExecutingProcess

ClosingProcess

Initiating Processes

2.7

Initiating Process GroupProcesses to define a new project or new phase of existing project by obtaining authorization to start . . .

PMBOK Guide Fifth Edition

2.8

How are the following projects authorized? IT projects Technical projects Halawa Genesis projects

What are other ways projects are authorized?

Activity: How does DLS authorize projects?

2.9

Prerequisites to Initiating ProcessSome organizations have prerequisites that

must be met before a project is authorized.

Prerequisites may include:Business caseStatement of workCustomer agreement

2.10

Project Selection

2.11

Project SelectionProject value to organization using decision

modelsExpert judgment“Best” alternative of achieving end productPre-initiating or project design methodology

(i.e. Logical Framework Approach)

2.12

ProjectProfessionalsLLC

Project Selection

2.13

Organization

Project

Organization

Project

Activities

Strategy/Goal

Justification/Purpose

Inputs Outputs

Present Future

Successful projects

What is the organization’s

GOAL?

What is the OBJECTIVE?

What OUTCOMESare wanted?

SkilledProj Mgrs

EffectiveProj

Sponsors

Portfolio Management

Process

What INPUTS

are needed?

Proj Mgr Developme

nt

PM Knowledge Mgmt

Sponsor Developme

nt

Project Selectio

n

Resource

Allocation

PM Governanc

e

MAJOR RISK:To meet the objective,

these need to be addressed.

Form 3 teams of 4~5 people.

Propose a project related to DLS’ core strategies:

Activity: Project Selection

2.15

Deliverables of theInitiating Process

2.16

Deliverables of the Initiating Process

1. Project charter2. Stakeholder register

2.17

Developing theProject Charter

2.18

Project CharterFormally authorizes the project or phase and

authorizes project manager.

Documents business needs, assumptions and constraints

Documents high-level requirements to satisfy stakeholder needs

PMBOK Guide Fifth Edition

2.19

PMI, PMP, PMBOK® Guide and the PMI Registered Education Providerlogo are registered marks of the Project Management Instituted, Inc.

PMBOK Charter Requirements1. Project purpose / justification2. Measureable objectives / success criteria3. High level requirements4. Assumptions and constraints5. High level project description / boundaries6. Summary milestone schedule / budget7. Stakeholder list8. Project approval requirements (what & who)9. Assigned project manager and authority level10.Who authorized the project charter

2.20

DLS Project Charter1. Project purpose / justification2. High-level project approach3. Project deliverables and exclusions4. Assumptions, constraints, and

dependencies5. Proposed team composition6. Who approved the project charter

2.21

TEMPLATE SAMPLE

Develop a formal project charter that your team will use throughout the remainder of the course.

Activity: Project Charter

2.22

Identifying Stakeholders

2.23

StakeholderA person or group:

That is actively involved in the project; or

Whose interests may be positively or negatively affected by the execution or completion of the project.

2.24

Stakeholder RegisterIdentification (name, position, location,

project role, contact information)

Assessment (expectations, influence, interest)

Classification (e.g. internal / external, supporter / neutral / resistor, etc.)

2.25

SAMPLETEMPLATE

Stakeholder Power/Interest Grid

2.26

PMBOK Guide Fifth Edition

PMI, PMP, PMBOK® Guide and the PMI Registered Education Providerlogo are registered marks of the Project Management Instituted, Inc.

Create a stakeholder register for your project.

Activity: Stakeholder Register

2.27

Summary of Session 2 (Initiation)

2.28

• Project Selection• LFA

• Charter• Stakeholder register