Basics Of Pm
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Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Skill Sets 1 – The Basics of Project Management No Surprises Please !
Objectives of Project Management & This Module
Complete projects to specification, on schedule and within budget Basic understanding and capability
Key objectives and scope Basics of project planning and main tools Basics of project monitoring and control Introduction to their use
Customer Satisfaction Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Project Definition
A Project is
A temporary (has a defined finish) ..endeavour (actions which consume resources) ..to achieve specified deliverables (outputs)
The Project Triangle
Costs Time Scope (deliverables)
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
The Deliverable
Deliverable: A tangible and measurable result, outcome, or item that must be produced to complete a project or part of a project. The project team and all project stakeholders agree on project deliverables before the project begins.
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
The Triangle
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Project Structure
Different Perspectives
Work Packages Tasks
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Work Packages
Related items of work which provide a conceptual structure for the project
“Coating development” Electrode Development Sensor Testing
Often used to allocate responsibility between Partners
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Tasks
Main Unit of Project Planning and Management Tasks Have
Objectives (perform items of work) Resource Requirements
Physical (equipment) People
Costs Duration Dependencies
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
“Milestones”
Tasks which produce project deliverables Often associated with Payments Particularly associated with Contract R&D Interaction between
Project Management Cash Flow
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
The Planning Cycle
Key Principle
No plan possible unless deliverables and tasks characterised.
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Project Plan Tools
Gantt Chart
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Sample Project
Use the Data Sheet and determine:
How long the project will take with the parameters suggested How could the duration be shortened How you would use the data to determine costs
What did we forget ?
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Data Sheet
Task no Item Duration 1 Design Model Study 20 days 2 Assign PDRA 10 days 3 Apply for Licence & await 20 days 4 Synthesise Compounds 12 days 5 Inject 1.25 days 6 Await Reaction 5 days 7 Check Results 1.25 days
Resource Work Dependencies Remarks Prof 25% of the time 40 hrs Max Allocation is 25% None 0 None 0 Technician 50% of the time 48 hrs 1 Max Allocation is 200% PRDA 100% 0 2,3,4 Max Allocation is 100% 5 Technician 10% of the time Not determined by work content b PDRA 100% 0 6 Max Allocation is 100%
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
0 0 0 0 0 0 0 0
Critical Path
The Sequence of Tasks which determine duration Provides focus on action to shorten project
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Project Tracking & Co-ordination
Tracking
Assisted by Granularity of Tasks Regular Reports
% Task Completion Tasks Completed Tasks Started Issues Identified / Resolved
% Completion against plan
Co-ordination
Using progress to initiate action on dependent tasks
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Progress vs Plan
Use to predict likely completion of deliverables
“No Surprises Please”
Use to initiate Corrective Action Change Control
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Change Control
A formal Process Impact Assessment Any Change to the Project Parameters
Deliverables Timescales Costs / Resources
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Contrasts and Issues
PI’s don’t like being “Project Managed”
Are they acting as PI’s or Contractors ? Advantages of Professional Performance in getting funding
Project Profiles
“How will the project be managed ?”
Project = “X years * Y Post Docs” in Research Inst “Company” projects – more effective resource use
Deliverable focus in sales Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Skill Sets 1 – The Basics of Project Management No Surprises Please !
Objectives of Project Management & This Module
Complete projects to specification, on schedule and within budget Basic understanding and capability
Key objectives and scope Basics of project planning and main tools Basics of project monitoring and control Introduction to their use
Customer Satisfaction Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Project Definition
A Project is
A temporary (has a defined finish) ..endeavour (actions which consume resources) ..to achieve specified deliverables (outputs)
The Project Triangle
Costs Time Scope (deliverables)
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
The Deliverable
Deliverable: A tangible and measurable result, outcome, or item that must be produced to complete a project or part of a project. The project team and all project stakeholders agree on project deliverables before the project begins.
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
The Triangle
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Project Structure
Different Perspectives
Work Packages Tasks
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Work Packages
Related items of work which provide a conceptual structure for the project
“Coating development” Electrode Development Sensor Testing
Often used to allocate responsibility between Partners
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Tasks
Main Unit of Project Planning and Management Tasks Have
Objectives (perform items of work) Resource Requirements
Physical (equipment) People
Costs Duration Dependencies
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
“Milestones”
Tasks which produce project deliverables Often associated with Payments Particularly associated with Contract R&D Interaction between
Project Management Cash Flow
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
The Planning Cycle
Key Principle
No plan possible unless deliverables and tasks characterised.
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Project Plan Tools
Gantt Chart
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Sample Project
Use the Data Sheet and determine:
How long the project will take with the parameters suggested How could the duration be shortened How you would use the data to determine costs
What did we forget ?
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Data Sheet
Task no Item Duration 1 Design Model Study 20 days 2 Assign PDRA 10 days 3 Apply for Licence & await 20 days 4 Synthesise Compounds 12 days 5 Inject 1.25 days 6 Await Reaction 5 days 7 Check Results 1.25 days
Resource Work Dependencies Remarks Prof 25% of the time 40 hrs Max Allocation is 25% None 0 None 0 Technician 50% of the time 48 hrs 1 Max Allocation is 200% PRDA 100% 0 2,3,4 Max Allocation is 100% 5 Technician 10% of the time Not determined by work content b PDRA 100% 0 6 Max Allocation is 100%
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
0 0 0 0 0 0 0 0
Critical Path
The Sequence of Tasks which determine duration Provides focus on action to shorten project
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Project Tracking & Co-ordination
Tracking
Assisted by Granularity of Tasks Regular Reports
% Task Completion Tasks Completed Tasks Started Issues Identified / Resolved
% Completion against plan
Co-ordination
Using progress to initiate action on dependent tasks
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Progress vs Plan
Use to predict likely completion of deliverables
“No Surprises Please”
Use to initiate Corrective Action Change Control
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Change Control
A formal Process Impact Assessment Any Change to the Project Parameters
Deliverables Timescales Costs / Resources
Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
Contrasts and Issues
PI’s don’t like being “Project Managed”
Are they acting as PI’s or Contractors ? Advantages of Professional Performance in getting funding
Project Profiles
“How will the project be managed ?”
Project = “X years * Y Post Docs” in Research Inst “Company” projects – more effective resource use
Deliverable focus in sales Copyright © 2004 Innovation Policy Research Limited. This material has been licensed for use by non-profit organisations in South Africa but all other rights are reserved
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