Franklin Covey -Project Mangement

LEADERSHIP MODULES

Project Management FundamentalsTM

Managing Projects that Succeed

Toolkit

1PROJECT MANAGEMENT PROCESS

Project Management Definition

Project Management is the

application of knowledge, skills,

tools, and techniques to project

activities in order to meet or exceed

stakeholder needs and expectations

from a project[and] invariably

involves balancing competing

demands among scope, time, cost,

and quality and stakeholders with

differing needs and expectations.

Project Management Body of Knowledge (The PMBOK Guide)

Initiating Processes

Planning Processes

Closing andEvaluating Processes

Executing andControlling Processes

VISUALIZE

CLOSE

PLAN

IMPLEMENT

PreliminaryGo/No-GoDecision

FinalGo/No-GoDecision

ExitProcess

ExitProcess

Continueto Plan

Yes

FinalApproval

Yes

No

No

2VISUALIZE

Planning Processes



CLOSE

PLAN

IMPLEMENT


VISUALIZE

VISUALIZE IS CLEARLY PICTURING YOUR DESIRED END RESULT IN MIND BEFORE YOU BEGIN.

Explore Project Ideas (Mindmapping)1.

Identify Stakeholder Needs2.

Create Project Vision Statement3.

Begin With the End in Mind is based on the principle that all things are created twice. Theres a mental or first creation, and a physical or second creation to all things.

Stephen R. Covey, The 7 Habits of Highly Effective People

3VISUALIZE - EXPLORE PROJECT IDEAS (MINDMAPPING)

Thought-Mapping Examples

4VISUALIZE - EXPLORE PROJECT IDEAS (MINDMAPPING)

Values Map

VALUES MAP

MyValues

5VISUALIZE - IDENTIFY KEY STAKEHOLDERS

Key-Stakeholder Interview Tool

KEY- STAKEHOLDER INTERVIEW

ASK: As you think about success on this project, tell me, what kinds of things are important to you ?ADD: Anything else?PRIORITIZE: What is your priority for these things?

Key Stakeholder: __________________________________________________________________________________________

Desired Results Priority

6VISUALIZE - CREATE PROJECT VISION STATEMENT

Vision Statement Exercise

PURPOSE

DESCRIPTION

DESIRED RESULTS

SPECIFICIs the vision statement clear and specific?

MEASURABLEDoes it provide a quantifiable or identifiable standard

against which to measure results?

ACHIEVABLEIs the project realistically doable in terms of time and

resources?

RELEVANTDoes the project reflect the organizations (or your

personal) mission, vision, and values and strategic

initiatives?

TIME-DIMENSIONEDIs the project deadline clear and specific?

7VISUALIZE

The Project Initiation Tool

The Project Initiation tool lets you record the

project vision statement.

__________________________________________________________________________

PROJECT INITIATION(Includes Vision Statement)

Project Title: ____________________________________ Current Date: _______________________________________

Start Date: ______________________________________ Target Finish Date: ___________________________________

VISION STATEMENTPURPOSE _________________________________________________________________________________________________________________________________________________________________________________________

__________________________________________________________________________________________________________

DESCRIPTION __________________________________________________________________________________________________________

__________________________________________________________________________________________________________

DESIRED RESULTS __________________________________________________________________________________________________________________________________________________________________________________________________

__________________________________________________________________________________________________________

Prioritize the desired results from highest to lowest.

Priority

Compare the project vision statement with the SMART criteria.

Speci c Measurable

Achievable

Relevant

Time-Dimensioned

APPROVALSPreliminary approval (executive sponsor, key stakeholders) to proceed to the Plan stage. This needs to be completed

for every project.

Signature: _______________________________________ Date: _______________________________________________

Signature: _______________________________________ Date: _______________________________________________

Signature: _______________________________________ Date: _______________________________________________

KEY STAKEHOLDERS SIGN TO INDICATE THEIR PRELIMINARY APPROVAL.

8VISUALIZE - SUMMARY

YOUR ORGANIZATIONAre there any other questions unique to your organization that you should ask your key stakeholders?

Howdoesthisprojectfitwithmycurrent

performance review goals?

Howwouldyouaccesstheimpactto

associates when this project is launched?

DoIneedtoconsiderotherprojects,

initiatives, and the potential impact on

resources?

Whatwillbeyourinvolvementinthis

project?

Howwouldyouliketobeupdated?

Whoelseshouldbeintheupdateloop?

How and how often?

Shouldthisprojectbedelayedforany

reason?

Whatstheconfidentialitylevelofthis

project?

Whatpossibleoutsidefactorsmighteffect

the deadline or the timeline?

WhocanIcallonasasubject-matterexpert

on this project?

Willthisprojectchangethewayweoperate

here? If so, how?

Haveyouidentifiedotherpotentialteam

members?

Arethereanylegalorregulatoryissues?

IsthereaSOXproject?

Isthetimelinesetinstone?

Isthereasetbudgetinmind?

Whatmightbetheimpactofthisproject

upon our public image/brand?

Summary of Visualize Phase Determinethesuccessoftheproject.

Identifyexpectations.

Createbuy-in.

Createsharedvision.

Would you tell me pleasewhich way I ought to go from here?

That depends a good dealon where you want to get to, said the Cat.

I dont much care where...said Alice.

Then it doesnt matter which way you go, said the Cat.

From AlicesAdventuresinWonderland

9PLAN

PLAN IS PREDETERMINING A COURSE OF EVENTS OR TASKS IN wRITING.

Prioritize performance factors.1.

Identify hotspots/risks.2.

Break project into manageable pieces 3.

(major/minor, tasks).

Enter pieces sequentially into a timeline tool.4.

Determine task durations.5.

Clarify task dependencies.6.

Determine resources/budget.7.

Planning Processes



CLOSE

PLAN

IMPLEMENT


VISUALIZE

I have always thought that one man of tolerable abilities may work great changes, and accomplish great affairs among mankind, if he first forms a good plan, and, cutting off all amusements or other employments that would divert his attention, makes the execution of that same plan his sole study and business.

Benjamin Franklin, Autobiography

10

PLAN - PRIORITIZE PERFORMANCE FACTORS (STEP 1)

Quality/scopeTime Cost

11

PLAN - IDENTIFY HOTSPOTS/RISKS (STEP 2)

HOw TO IDENTIFY HOTSPOTS Identifyprioritiesamongtheperformancefactors.

Involveprojectteammembers.

Lookforpossibleproblems/alternatives.

ASSESS THE RISK LEVELUse the scale below to identify the risk level of each hotspot:

1. Causes minor adjustments.

2. Sacrificesthelowest-priorityperformancefactor.

3. Sacrificesthemedium-priorityperformancefactor.

4. Sacrificesthehighest-priorityperformancefactor.

5. Causes total failure.

ASSIGN A probability OF THE RISK OCCURRING:1. Very unlikely

2. Somewhat unlikely

3. Neutral

4. Somewhat likely

5. Very likely

Risk-Level ScaleAddtherisklevelandtheprobabilitytodeterminethe

total risk level.

Risk ______ + Probability ______ = _______ Total Risk

MANAGE HOTSPOTSTo manage a hotspot, answer the following questions:

1. How can we avoid the hotspot?

2. If we cant avoid it, what is our contingency plan

to manage the risk?

3. Whoisresponsibleformanagingthishotspot?

12


Project Planning Tool

The Project Planning tool provides space to

document the first three steps of planning for

a project: performance factors, hotspots, and

project pieces.

PROJECT PLANNING

PROJECT PLANNING TOOLProject Name: ____________________________________________________________________________________________Start Date: _____________________ Target Finish: __________________ Actual Finish: _____________________Prioritize performance specifi cations (quality/scope, time, and cost) for this project. 1. _______________________________________________________________________________________________________2. _______________________________________________________________________________________________________3. _______________________________________________________________________________________________________

HotspotsList potential hotspots defi ned by key team members. Use the scale to identify the risk level of each hotspot: 1. Causes minor adjustments. 2. Sacrifi ces the lowest-priority performance factor. 3. Sacrifi ces the medium-priority performance factor. 4. Sacrifi ces the highest-priority performance factor. 5. Causes total failure.

Hotspot Risk Level

Impact Level

1 2 3 4 5

Probability Level

1 2 3 4 5

TOTAL:

Impact Level

1 2 3 4 5

Probability Level

1 2 3 4 5

TOTAL:

Impact Level

1 2 3 4 5

Probability Level

1 2 3 4 5

TOTAL:

Impact Level

1 2 3 4 5

Probability Level

1 2 3 4 5

TOTAL:

Impact Level

1 2 3 4 5

Probability Level

1 2 3 4 5

TOTAL:

PERFORMANCE SPECIFICATIONS Use this space to identify

and prioritize the triple

constraint of quality/

scope, time, and cost.

HOTSPOTS Listallthepossible

hotspots that might block

success on the project,

then identify the risk

level of each using the

scale provided.

13


MANAGING HOTSPOTSRefer to the risk levels you identifi ed above and, for each hotspot, identify the following:a. How can you avoid the hotspot? b. If you cant avoid it, what is the contingency plan to reduce the risk?c. Who is responsible for managing this hotspot?

Hotspot Contingency Plan Responsibility

Project Pieces: Map and sequence the major and minor pieces of this project.

MANAGING HOTSPOTSIdentify ways you and

other team members can

manage the hotspots you

identified on the front

side of this tool.

PROJECT PIECES Use this space to begin

mapping the main pieces

or parts of the project.

These are generally

separate from the hotspot

issues you have identified,

but may help address

some of the hotspots

before they occur.

14

PLAN - BREAK PROJECT INTO MANAGEABLE PIECES (STEP 3)

Planning Map Example

m

mc

p

4

1

2

33.1

3.33.2

5

15

PLAN - STEPS 4 7

PROJ

ECT

TIM

ETAB

LE

16

PLAN - SUMMARY

Summary of Plan Phase

Prioritize performance factors.1.

Identify hotspots/risks.2.

Break project into manageable pieces 3.

(major/minor, tasks).

Enter pieces sequentially into a timeline tool.4.

Determine task durations.5.

Clarify task dependencies.6.

Determine resources/budget.7.

Questions for Decision Point 2

Cantheprojectmeettheprioritized

performance factors?

Arethehotspotslowtomediumrisk

and manageable?

Aretheresourcesandtimelinerealistic

and available?

Willtheplanachievethekeystakeholders

desired results?

17

IMPLEMENT

IMPLEMENT IS PUTTING THE PLAN INTO ACTION AND COORDINATING ACTIVITIES, RESOURCES, AND SCHEDULES.

Time-Activate1. TM

Conduct Effective Meetings2.

Handle Change Requests3.




VISUALIZE

CLOSE

IMPLEMENT

Planning Processes

PLAN

A successful life does not result from chance; nor is it determined by fate or good fortune, but rather through a succession of successful days.

Ari Kiev

18

Prioritized Daily Task List

Time-Activate

projects into

your Prioritized

DailyTaskList.

Scheduleor

block appoint

ment time for

work on key

projects.

IMPLEMENT - TIME-ACTIVATETM

19

IMPLEMENT - TIME-ACTIVATETM

Schedule Monthly

20

IMPLEMENT - CONDUCT EFFECTIVE MEETINGS

Meeting Planner Tool

MEETING METHODS Directeddiscussion

Opendiscussion

(most common)

MEETING TYPES Establishgoalsand

objectives

Communicate

information

Plan

Makedecisions

Coordinate

Evaluate

GUIDELINES FOR PROJECT MEETINGS1. Be clear about the

meetings objectives.

2. LinktheMeeting

Planner tool to the

date of the scheduled

meeting.

3. Record important

notes and delegated

tasks during the meeting.

4. Store the completed

Meeting Planner

tool with the other

project files.

MEETING PLANNER

Date Scheduled: ___________________________________________________________________________________________

Meeting Title: ____________________________________________________________________________________________

Meeting Purpose: _________________________________________________________________________________________

Desired Results: ___________________________________________________________________________________________

Location: _________________________________________________________________________________________________

Scheduled Time: ___________________ Actual Time: ___________________ Meeting Cost: __________________

Start: ________ Stop: _________ Total: _________ Start: ________ Stop: ________ Total: _________

Meeting Method: ____________________________________ Meeting Type: ___________________________________

Facilitator: __________________________________________ Recorder: _______________________________________

Group Leader: _______________________________________ Time Keeper: ____________________________________

_________________________________________________Group Members to Attend Value Per Hour Total

1. _______________________________________________________________________________________________________

2. _______________________________________________________________________________________________________

3. _______________________________________________________________________________________________________

4. _______________________________________________________________________________________________________

5. _______________________________________________________________________________________________________

6. _______________________________________________________________________________________________________

7. _______________________________________________________________________________________________________

8. _______________________________________________________________________________________________________

9. _______________________________________________________________________________________________________

Items to Be Discussed Seq. #

1. _______________________________________________________________________________________________________

2. _______________________________________________________________________________________________________

3. _______________________________________________________________________________________________________

4. _______________________________________________________________________________________________________

5. _______________________________________________________________________________________________________

6. _______________________________________________________________________________________________________

7. _______________________________________________________________________________________________________

8. _______________________________________________________________________________________________________

9. _______________________________________________________________________________________________________

10. ______________________________________________________________________________________________________

11. ______________________________________________________________________________________________________

12. ______________________________________________________________________________________________________

13. ______________________________________________________________________________________________________

14. ______________________________________________________________________________________________________

15. ______________________________________________________________________________________________________

16. ______________________________________________________________________________________________________

17. _______________________________________________________________________________________________________

18. ______________________________________________________________________________________________________

19. ______________________________________________________________________________________________________

September 10

Trade Show Review Meeting

Review project progress

Review and update project progress as needed

Kinseys office

Kinsey W.

Lauren B.

Katherine W.

Judy B.

Lynne S.

Current progress

Discuss hotspots

Review timeline with team

Check available resources with Lynne

1

3

2

5

8:00 9:00 1 hr. 8:00 9:00 1 hr.

21

IMPLEMENT - CONDUCT EFFECTIVE MEETINGS

MONITORING A PROJECT Conductregularly

scheduled review

meetings.

Reviewthe

meeting agenda:

1. Whathashappened?

2. Whatstillneedsto

happen?

3. Whatproblems(if

any) are we having?

4. Whatarethehotspots

and possible resolutions?

5. Addressanyother

agenda items.

Updateandrevisethe

plan and resources

as needed.

MEETING PLANNER

Material and Preparation Needed (Number each item.) Person Responsible

Delegated Tasks Person Responsible

Meeting Notes

1. Updated copies of timeline for each team member (5 copies)

2. Overhead projector

Lauren

Lauren

Contact & schedule video team

Schedule location

Edit

Deliver video to Lauren B. by 10/12

Kinseys team will tape live narrator on 9/25.

Kinseys team will record voice-overs on 9/27.

Understands our timeline and will deliver tape by 10/12.

Kinsey

Kinsey

Kinsey/Lisa

Meeting Planner Tool

22

IMPLEMENT - HANDLE CHANGE REQUESTS

CHANGE REQUEST

PROJECT CHANGE REQUESTComplete this tool if the change meets one or more of the following criteria: The change is estimated to cost more than _____________________________ (fi ll in). The change moves the schedule by more than ________________________ % (fi ll in). The change alters the original project vision statement.

Describe the proposed project change: _____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

List the reasons for the proposed change: ___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Identify how the change will aff ect the following project elements: Project Schedule: ______________________________________________________________________________________ Cost: _________________________________________________________________________________________________ Resource s: ____________________________________________________________________________________________

Does the change aff ect the original project vision statement? If yes, how? _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Describe the eff ect on the project if this change is not made: __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Accountability Person Making the Change RequestName: _________________________________________________________________ Date: __________________________

Name: _________________________________________________________________ Date: __________________________Signature: ________________________________________________________________________________________________ Name: _________________________________________________________________ Date: __________________________Signature: ________________________________________________________________________________________________ Name: _________________________________________________________________ Date: __________________________Signature: ________________________________________________________________________________________________ Name: _________________________________________________________________ Date: __________________________Signature: ________________________________________________________________________________________________

Key Stakeholder Approval

Change Request Tool

23

IMPLEMENT

Summary of Implement Phase

Actonyourplan.

Makeminorrevisionstotheplanasyou

implement it.

Time-Activatethepiecesandtasks.

Scheduleappointmenttimefortheproject

at both a daily and a monthly level.

UsereviewmeetingsandtheMeeting

Planner tool to monitor the progress of the

project and communicate project issues.

Usedelegationtechniquestoeffectivelyfollow

up on the completion of project pieces and tasks.

QUESTIONS TO ASK AmIholdingregularandeffectivereview

meetings?

Ismydelegationabsolutelyclear?

HaveIbeenTime-Activatingmytasks?

AmIontrackaccordingtotheProjectVision

Statement?

24

CLOSE

Close

THE PROJECT IS COMPLETE wHEN THE EXPECTATIONS HAVE BEEN MET.

REMEMBERThis thing is supposed to end.




VISUALIZE

CLOSE

IMPLEMENT

Planning Processes

PLAN

Evaluating a project with an eye toward success is what separates the average from the expert project manager.

G. Lynne Snead

25

CLOSE

PROJECT EVALUATION

Project Title: _______________________________________________________________________________________

Project Manager: ____________________________________________________________________________________

Project Start Date: _______________________________________Finish Date: __________________________________

On a scale of 1 to 5, rate the following areas to describe your project.

1. Very poor 4. Good

2. Poor 5. Very good

3. Average

VISUALIZE RATING

Enter a number value from 1 to 5 here.

1. The end result met original desired results.

2. The original plan was achievable (realistic).

3. I (we) accomplished what was actually achievable.

4. How do others view the project?

Customers Team Members Management Self Other 5. Stakeholders were accurately identi ed.

6. Stakeholders desired results were understood.

Total:

PLAN RATING

1. The project met budget speci cations.

2. The project met timeline speci cations.

3. The project met technical speci cations.

4. Hotspots were clearly identi ed.

5. Hotspots were successfully managed.

6. Adequate resources were identi ed and used.

Total:

IMPLEMENT RATING

1. I (we) implemented the plan successfully.

2. I (we) revised the plan su ciently and expediently.

3. Necessary resources were available.

4. Review meetings were timely.

5. Review meetings were managed e ectively.

6. Project documentation was adequate.

Total:

PROJECT PRIORITIES MATRIX

PRESENT FUTURE

AVital

BImportant

COptional

DWorthless

26

APPENDIX

Resources

SUGGESTED READINGS

Covey, Stephen R.

Principle-Centered Leadership, 1992.

The 7 Habits of Highly Effective People, 2004.

Garton, Colleen and Erika McCullah

Fundamentals of Technology Project Management, 2005.

Gido, Jack and James P. Clements

Success Project Management (with Microsoft Project2003,120-dayversion),2005.

Herrmann, Ned

Creative Brain, 1989.

The Whole-Brain Business Book, 1996.

Project-ManagementInstitute

A Guide to the Project Management Body of Knowledge

(PMBOK Guides), Third Edition, 2004.

Portny, Stanley E.

Project Management for Dummies.

Smith,HyrumW.

The 10 Natural Laws of Successful Time and Life Management: Proven Strategies for

Increased Productivity and Inner Peace, 1994.

Snead,G.Lynne,andJoyceWycoff

To Do, Doing, Done: A Creative Approach to Managing Projects and Effectively

Finishing What Matters Most, 1997.

Verzuh, Eric

The Fast-Forward MBA in Project Management, Second Edition, 2005.

Wycoff,Joyce

Mindmapping: Your Personal Guide to Exploring Creativity and Problem Solving, 1991.

KEY- STAKEHOLDER INTERVIEW

ASK: As you think about success on this project, tell me, what kinds of things are important to you ?ADD: Anything else?PRIORITIZE: What is your priority for these things?

Key Stakeholder: __________________________________________________________________________________________

Desired Results Priority

__________________________________________________________________________

PROJECT INITIATION(Includes Vision Statement)

Project Title: ____________________________________ Current Date: _______________________________________

Start Date: ______________________________________ Target Finish Date: ___________________________________

VISION STATEMENTPURPOSE _________________________________________________________________________________________________________________________________________________________________________________________

__________________________________________________________________________________________________________

DESCRIPTION __________________________________________________________________________________________________________

__________________________________________________________________________________________________________

DESIRED RESULTS __________________________________________________________________________________________________________________________________________________________________________________________________

__________________________________________________________________________________________________________

Prioritize the desired results from highest to lowest.

Priority

Compare the project vision statement with the SMART criteria.

Speci c Measurable

Achievable

Relevant

Time-Dimensioned

APPROVALSPreliminary approval (executive sponsor, key stakeholders) to proceed to the Plan stage. This needs to be completed

for every project.

Signature: _______________________________________ Date: _______________________________________________

Signature: _______________________________________ Date: _______________________________________________

Signature: _______________________________________ Date: _______________________________________________

PROJECT PLANNING

PROJECT PLANNING TOOLProject Name: ____________________________________________________________________________________________Start Date: _____________________ Target Finish: __________________ Actual Finish: _____________________Prioritize performance specifi cations (quality/scope, time, and cost) for this project. 1. _______________________________________________________________________________________________________2. _______________________________________________________________________________________________________3. _______________________________________________________________________________________________________

HotspotsList potential hotspots defi ned by key team members. Use the scale to identify the risk level of each hotspot: 1. Causes minor adjustments. 2. Sacrifi ces the lowest-priority performance factor. 3. Sacrifi ces the medium-priority performance factor. 4. Sacrifi ces the highest-priority performance factor. 5. Causes total failure.

Hotspot Risk Level

Impact Level

1 2 3 4 5

Probability Level

1 2 3 4 5

TOTAL:

Impact Level

1 2 3 4 5

Probability Level

1 2 3 4 5

TOTAL:

Impact Level

1 2 3 4 5

Probability Level

1 2 3 4 5

TOTAL:

Impact Level

1 2 3 4 5

Probability Level

1 2 3 4 5

TOTAL:

Impact Level

1 2 3 4 5

Probability Level

1 2 3 4 5

TOTAL:

MANAGING HOTSPOTSRefer to the risk levels you identifi ed above and, for each hotspot, identify the following:a. How can you avoid the hotspot? b. If you cant avoid it, what is the contingency plan to reduce the risk?c. Who is responsible for managing this hotspot?

Hotspot Contingency Plan Responsibility

Project Pieces: Map and sequence the major and minor pieces of this project.

PROJ

ECT

TIM

ETAB

LE

MEETING PLANNER

Date Scheduled: ___________________________________________________________________________________________

Meeting Title: ____________________________________________________________________________________________

Meeting Purpose: _________________________________________________________________________________________

Desired Results: ___________________________________________________________________________________________

Location: _________________________________________________________________________________________________

Scheduled Time: ___________________ Actual Time: ___________________ Meeting Cost: __________________

Start: ________ Stop: _________ Total: _________ Start: ________ Stop: ________ Total: _________

Meeting Method: ____________________________________ Meeting Type: ___________________________________

Facilitator: __________________________________________ Recorder: _______________________________________

Group Leader: _______________________________________ Time Keeper: ____________________________________

_________________________________________________Group Members to Attend Value Per Hour Total

1. _______________________________________________________________________________________________________

2. _______________________________________________________________________________________________________

3. _______________________________________________________________________________________________________

4. _______________________________________________________________________________________________________

5. _______________________________________________________________________________________________________

6. _______________________________________________________________________________________________________

7. _______________________________________________________________________________________________________

8. _______________________________________________________________________________________________________

9. _______________________________________________________________________________________________________

Items to Be Discussed Seq. #

1. _______________________________________________________________________________________________________

2. _______________________________________________________________________________________________________

3. _______________________________________________________________________________________________________

4. _______________________________________________________________________________________________________

5. _______________________________________________________________________________________________________

6. _______________________________________________________________________________________________________

7. _______________________________________________________________________________________________________

8. _______________________________________________________________________________________________________

9. _______________________________________________________________________________________________________

10. ______________________________________________________________________________________________________

11. ______________________________________________________________________________________________________

12. ______________________________________________________________________________________________________

13. ______________________________________________________________________________________________________

14. ______________________________________________________________________________________________________

15. ______________________________________________________________________________________________________

16. ______________________________________________________________________________________________________

17. _______________________________________________________________________________________________________

18. ______________________________________________________________________________________________________

19. ______________________________________________________________________________________________________

MEETING PLANNER

Material and Preparation Needed (Number each item.) Person Responsible

Delegated Tasks Person Responsible

Meeting Notes

CHANGE REQUEST

PROJECT CHANGE REQUESTComplete this tool if the change meets one or more of the following criteria: The change is estimated to cost more than _____________________________ (fi ll in). The change moves the schedule by more than ________________________ % (fi ll in). The change alters the original project vision statement.

Describe the proposed project change: _____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

List the reasons for the proposed change: ___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Identify how the change will aff ect the following project elements: Project Schedule: ______________________________________________________________________________________ Cost: _________________________________________________________________________________________________ Resource s: ____________________________________________________________________________________________

Does the change aff ect the original project vision statement? If yes, how? _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Describe the eff ect on the project if this change is not made: __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Accountability Person Making the Change RequestName: _________________________________________________________________ Date: __________________________

Name: _________________________________________________________________ Date: __________________________Signature: ________________________________________________________________________________________________ Name: _________________________________________________________________ Date: __________________________Signature: ________________________________________________________________________________________________ Name: _________________________________________________________________ Date: __________________________Signature: ________________________________________________________________________________________________ Name: _________________________________________________________________ Date: __________________________Signature: ________________________________________________________________________________________________

Key Stakeholder Approval

PROJECT EVALUATION

Project Title: _______________________________________________________________________________________

Project Manager: ____________________________________________________________________________________

Project Start Date: _______________________________________Finish Date: __________________________________

On a scale of 1 to 5, rate the following areas to describe your project.

1. Very poor 4. Good

2. Poor 5. Very good

3. Average

VISUALIZE RATING

Enter a number value from 1 to 5 here.

1. The end result met original desired results.

2. The original plan was achievable (realistic).

3. I (we) accomplished what was actually achievable.

4. How do others view the project?

Customers Team Members Management Self Other 5. Stakeholders were accurately identi ed.

6. Stakeholders desired results were understood.

Total:

PLAN RATING

1. The project met budget speci cations.

2. The project met timeline speci cations.

3. The project met technical speci cations.

4. Hotspots were clearly identi ed.

5. Hotspots were successfully managed.

6. Adequate resources were identi ed and used.

Total:

IMPLEMENT RATING

1. I (we) implemented the plan successfully.

2. I (we) revised the plan su ciently and expediently.

3. Necessary resources were available.

4. Review meetings were timely.

5. Review meetings were managed e ectively.

6. Project documentation was adequate.

Total:

CLOSE RATING

1. The project ended in a timely manner.

2. Project documentation was complete.

3. We received evaluations from all team members.

4. The project documentation can help us identify and close

the gap between time estimates and real time.

5. The project documentation can help us identify and close

the gap between estimated costs and actual costs.

6. We have the identi ed areas of improvements and ways to

improve those areas for the next project.

Total:

PROJECT PRIORITIES MATRIX

PRESENT FUTURE

AVital

BImportant

COptional

DWorthless

IMPORTANT NOTICE. This is a facilitator-assisted program. Training using this participant guidebook must be conducted only by facilitators certified by Franklin Covey Co. (Franklin Covey) pursuant to the terms and conditions of the License Agreement (License) between Franklin Covey and the entity licensed by Franklin Covey. Under the License and the Franklin Covey Facilitator Agreement, those who train this program must be employed by a licensed organization and present this program only to participants who are likewise employed by that same licensed organization (unless specified otherwise in the License.)

FranklinCovey. All rights reserved. The content of this Webinar and all copyright and trademarks contained herein are the sole property of Franklin Covey Co. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or use of any information-storage or retrieval system, for any purpose without the express written permission of FranklinCovey.

Registered and/or pending trademarks of FranklinCovey in the United States and foreign countries are used throughout this work. Use of the trademark symbols or is limited to one or two prominent trademark usages for each mark. Trademarks understood to be owned by others are used in a nontrademark manner for explanatory purposes only, or ownership by others is indicated to the extent known.

All persons, companies, and organizations listed in examples and case studies herein are purely fictitious for teaching purposes, unless the example expressly states otherwise. Any resemblance to existing organizations or persons is purely coincidental.

IND080000 Version 1.0.8

Franklin Covey -Project Mangement

Documents

Transcript of Franklin Covey -Project Mangement