UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a...

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UWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager [email protected] 0117 32 83848

Transcript of UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a...

Page 1: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

UWE, Bristol

Project Management in a Nutshell

Dr Helen Frisby Researcher Development Manager

[email protected]

0117 32 83848

Page 2: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32
Page 3: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32
Page 4: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32
Page 5: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

“If we knew what it was we were doing, it would not be called research, would it?”

Albert Einstein

Page 6: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Definition of a project

“The principle identifying characteristic of a project is its novelty. It is a step into the

unknown, fraught with risk and uncertainty”

(Dennis Lock)

Page 7: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Definitions of project management

“The application of knowledge, skills, tools and techniques to project activities in order to meet stakeholder’s needs and expectations from a project”

“..the process of integrating everything that needs to be done as the project evolves through its life cycle in order to meet the project objectives”

Page 8: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Project constraints?

Page 9: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

• Important to understand the constraints on your project

• Be realistic: plan within constraints

Page 10: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Project Manage from the start

Plan earlier rather than later – but never too late!

planning implementation completion

Accumulated

effort and cost

Level of influence

Cost

of change

Page 11: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Planning a project

Who? & What?

• identifying the stakeholders

• defining the scope

Get the detail

• identifying the tasks

• identifying the risks

Put plans together

• planning

• implementing

• review

Page 12: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Who are the stakeholders?

“Any individual or organisation who has interest in the performance or outcome of the project ”

Stakeholders usually input resources into the project (towards success or failure!)

Key to project management is meeting stakeholder expectations

Page 13: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Understanding stakeholders • Who are the stakeholders of your project?

• What resources do they bring to the project?

• What do they expect in return?

• How much influence do they have in setting – the outcomes of the project?

– how these are achieved?

• How can the stakeholders be managed?

• Are there conflicts between the interests of stakeholders?

Page 14: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Defining the scope

• Scope – what needs to be done

• Defines the boundaries of the project

(what is / isn’t expected)

• Scope should be agreed by all

• Get this agreed up front

Page 15: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Changing the scope

•Most common reason for projects delivering late/over budget

When changing scope ensure that:

• Changes are beneficial to the project

• Everybody is aware of the impact on the schedule and outcomes of the project

Page 16: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Project Planning

Who? & What?

• identifying the stakeholders

• defining the scope

Get the detail

• identifying the tasks

• identifying the risks

Put plans together

• planning

• implementing

• review

Page 17: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Identify Tasks

• Once you’ve identified the scope, you can now identify the tasks you need to perform to complete your project

• Break your project down into tasks and subtasks

• The subtasks should be small enough chunks so that you can easily assess your progress

Page 18: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Work Breakdown Structure

Sub-Sub Act.

1.1.1

Sub. Act.

1.1

Sub. Act.

1.2

Major Activity

1.0

Sub-Sub-Sub Act.

2.1.1.1

Sub-Sub Act.

2.1.1

Sub-Sub Act.

2.1.2

Sub-Sub Act.

2.1.3

Sub. Act.

2.1

Sub. Act.

2.2

Sub. Act.

2.3

Major Activity

2.0

Sub. Act.

3.1

Major Activity

3.0

Project

Page 19: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32
Page 20: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Identify the risks

• Identify sources of risk

• Assess the likelihood of risk

• Assess magnitude of risk

• Develop response

Page 21: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Project Risk

Information

People

Expense

Time

Quality Project Scope

Communication

feasibility standards

ideas/data

availability

budget schedules

Equipment

people

availability/reliability

Page 22: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Project Planning

Who? & What?

• identifying the stakeholders

• defining the scope

Get the detail

• identifying the tasks

• identifying the risks

Put plans together

• planning

• implementing

• review

Page 23: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

What’s the project plan going to look like?

• Diary?

• PERT chart?

• Gantt chart?

• Pen and paper!

Page 24: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

• Assemble the activities identified in the WBS into a project network

• B can’t start till A is finished • C, D and E can all be happening at the same time • When G is complete the project is over

D

A B C F G

E

Page 25: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

1 3 2 2 3 A B C F G

Critical path

• 3 paths through the project network • The path which takes the longest to complete is referred to as the critical path • In this case it is ABDFG

D

E

5

1

Page 26: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

PERT example

10

20

60

30

50

40

2 wks

4 wks

8 wks

1 wk

3 wks

9 wks

Page 27: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

An example of a Gantt chart

Fixed date constraint

Task 1

Task 2

Task 3

Task 4

Task 5

Task 6

End

FS

FS

FS SS

Lag or interval Milestone

DATE

Page 28: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Useful monitoring tools

• Research diary/Progress Reports – monitor progress and ideas, and note why you have made particular

decisions (will help with methods chapter)

– useful to write quarterly progress reports & identify achievements/challenges and forthcoming objectives

• Supervisions – important to discuss progress and project management, and record

discussion/actions/outcome (email to supervisor/PI)

• Formal milestones (PGR students) – RD1, Progression, Annual Monitoring

Page 29: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32
Page 30: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Not going to plan?

• Make everybody aware of costs/implications of delays

• Discuss changes in plans

• Adding resources does not always speed things up

• Respond early before it is too late

• Remember that the plan is a plan and is not rigid - – Introduce some flexibility

• If the project is in crisis involve the client and stakeholders – Your supervisor / line manager

– Collaborators

– Colleagues

– Friends

Page 31: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

A few lessons from my experience!

• Be systematic – evaluate against deadlines

• Identify tasks which are slipping

• Identify areas where additional resource might help

• Keep critical activities on track

• Keep project plans updated, and

always work with latest version

• BE HONEST with yourself and other stakeholders

Page 32: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Summary

Who? & What?

• identifying the stakeholders

• defining the scope

Get the detail

• identifying the tasks

• identifying the risks

Put plans together

• planning

• implementing

• review

Page 33: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32
Page 34: UWE, Bristol Project Management in a Nutshell · PDF fileUWE, Bristol Project Management in a Nutshell Dr Helen Frisby Researcher Development Manager Helen.Frisby@uwe.ac.uk 0117 32

Thankyou, and best of luck!