MindMap Gallery PMP-Seventh Edition-Ultimate Edition
PMP-Seventh Edition-Ultimate Edition has eight performance domains, among which the project performance domain involves activities and functions related to establishing project processes, managing physical resources, and creating a learning environment.
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This is a mind map about bacteria, and its main contents include: overview, morphology, types, structure, reproduction, distribution, application, and expansion. The summary is comprehensive and meticulous, suitable as review materials.
This is a mind map about plant asexual reproduction, and its main contents include: concept, spore reproduction, vegetative reproduction, tissue culture, and buds. The summary is comprehensive and meticulous, suitable as review materials.
This is a mind map about the reproductive development of animals, and its main contents include: insects, frogs, birds, sexual reproduction, and asexual reproduction. The summary is comprehensive and meticulous, suitable as review materials.
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PMP
A Guide to the Project Management Body of Knowledge
project performance domain
Stakeholder Performance Domain
summary
The Stakeholder Performance domain deals with stakeholder-related activities and functions
Effective execution of this performance domain will produce the following expected results:
Establish productive working relationships with stakeholders throughout the project
Stakeholders agree on project goals
Stakeholders who are beneficiaries of the project are supportive and satisfied, while stakeholders who may be opposed to the project or its deliverables do not have a negative impact on project outcomes.
Core idea
Stakeholders: Individuals, groups, or organizations that can influence the decisions, activities, or results of a project, program, or portfolio, and who are, or believe they are, affected by their decisions, activities, or results.
Stakeholder analysis: A method of systematically collecting and analyzing a variety of quantitative and qualitative information to determine whose interests should be considered throughout the project.
General steps to navigate stakeholder engagement: Identify – Understand – Analyze – Prioritize – Participate – Monitor
Specific links
Brief description
Identify stakeholders, analyze expectations and impacts, formulate strategies, schedule participation in decision-making and execution
Stakeholder satisfaction needs to be managed as a key project goal
Identify stakeholders
Definition: The process of regularly identifying project stakeholders and analyzing and documenting their interests, involvement, interdependencies, influence, and potential impact on project outcomes.
Role: Help project managers establish appropriate attention to each stakeholder or stakeholder group
Occurrence: Needs to be carried out regularly throughout the project as needed
Whether the review is reasonable: Regular review during execution to prevent omission or change of stakeholders
Identifying stakeholders: Reviewing if unreasonable adjustments are needed should begin early in the project
Normative participation:
ITO - input and output tools
data collection:
Questionnaire
Brainstorming/brainwriting
data analysis
Stakeholder analysis: Generate stakeholder list and stakeholder information (interest/power/ownership/knowledge/contribution/document analysis)
Data representation-stakeholder mapping analysis/performance
Three types of squares
Power/Interest Grid-Authority/Concern for Project Results
Power/Influence Grid - Authority/Extent of Active Participation in Projects
Influence/Action Grid - Degree of active participation in the project/ability to change project plan or execution
Suitable for small projects and projects with simple stakeholder relationships
Stakeholder Cube
Combining the elements in the above grid into a three-dimensional model can help formulate communication strategies.
highlight model
Power - the ability to impose one's will, urgency - the need for immediate attention, legitimacy - the right to participate
Used for complex relationship networks to determine relative importance
Impact direction classification
Up and down inside and outside
Prioritization
A large number of stakeholders, frequent changes, and complex internal relationships
Stakeholder register
Identity information: name, position in the organization, location, role in the project, contact information
Assessment information: main needs, main expectations, potential impact on the project, which stage of the life cycle is most relevant
Stakeholder classification - internal/external, supporter/neutral/opponent, etc.
Planning stakeholder engagement
Definition and function
Definition: Analyze stakeholder needs and formulate methods for project stakeholders to participate in the project
Role: Provide a feasible plan for effective interaction with stakeholders
Occurrence: Periodically throughout the project as needed
To meet the diverse information needs of project stakeholders, an effective plan should be developed early in the project life cycle and updated later.
Standardize stakeholder engagement-ITO
Stakeholder Engagement Assessment Matrix
Compare stakeholder planned involvement with actual involvement
C represents the current level of involvement of the stakeholder
D is the level of participation assessed by the project as necessary to ensure project success - desired
If inconsistencies are found, necessary communication can be carried out to effectively guide stakeholders to participate in the project.
Stakeholder Engagement Plan
Identify strategies and actions to promote effective stakeholder participation in decision-making and execution
May include specific strategies or methods for engaging individuals or stakeholders
A stakeholder engagement plan may also include:
Current and planned level of involvement of key stakeholders
Scope and impact of stakeholder changes
Relationships and potential intersections between stakeholders
Manage stakeholder engagement
Definition: Interacting with stakeholders, meeting needs, solving problems, and promoting participation
Effect: Reduce risk, reduce confusion, increase support, reduce resistance
Occurrence: Conducted throughout the project
Project team members identify stakeholders and project managers manage stakeholder expectations and involvement
The influence of stakeholders is greatest during the project initiation phase and then decreases
Helps ensure stakeholders have a clear understanding of project goals, objectives, benefits and risks, and how their contributions will contribute to project success
ITO - input and output tools
Change log
Change log is used to record various changes that occur during the project
Relevant stakeholders must be made aware of these changes and their impact on project time, cost and risk
Change log is not equal to change request. After the change request is approved, the results of the change need to be registered in the change log.
Problem log
Can be used to record and monitor problem resolution
Problems need to be clearly described and categorized based on their urgency and potential impact
Three elements: problem, responsible person, solution deadline
Unsolved issues are often the leading cause of conflicts and project delays
Oversee stakeholder engagement
Determined to: comprehensively supervise, adjust strategies, mobilize participation, and guide cooperation
Role: As the project progresses and the environment changes, maintain/enhance the efficiency and effectiveness of stakeholder participation activities
Occurrence: Conducted throughout the project
Stakeholder satisfaction can often be determined through conversations with stakeholders to gauge their satisfaction with project deliverables and overall project management. Regular feedback can also be obtained through iteration reviews, product reviews, stage gates, and other methods. If there are a large number of stakeholders, a questionnaire can also be used to assess satisfaction. If necessary, you can even improve stakeholder satisfaction by updating your stakeholder engagement methods
For agile projects, it may be necessary to let stakeholders check the information emission source to understand the information and improve satisfaction.
ITO - input and output tools
Project management data and information
data analysis
Job performance data->Job performance information
Work performance data/project management plan-->Data analysis-->Major deviation-->Correction or prevention/change request
Work performance data/project management plan-->Data analysis-->Small or no deviation-->Continue monitoring
Other experiences
Use a variety of communication methods to communicate with stakeholders, which can be written or verbal, formal, informal, push, or pull.
Engagement goes deeper than push or pull communication. Participation is interactive communication that involves the exchange of information with one or more stakeholders, for example: conversations, phone calls, meetings, brainstorming, product demonstrations
Changes in stakeholders need to be monitored throughout the project cycle, and the number and effectiveness of stakeholders need to be monitored throughout the project.
Reasonable authorization and effective training can increase stakeholder satisfaction
team performance domain
summary
Involves interactions and functions with relevant personnel responsible for generating project deliverables to achieve business outcomes
Expected results
shared responsibility
high performance team
All team members demonstrate relevant leadership and other interpersonal skills
Core idea
Project Manager: An individual appointed by the executing organization to lead the project team to achieve project goals.
Project Management Team: Project team members directly involved in project management activities
Project Team: A group of people who perform project work to achieve project goals
Management activities: focus on the means to achieve project goals, such as developing effective procedures, planning, coordinating, measuring and monitoring work, etc.
Leadership activities focus on people. Leadership activities include influencing, motivating, listening, prompting, guiding, and other activities related to the project team. These two aspects are very important to deliver the expected results
High-Performance Team: Project teams trust and collaborate with each other. The project team adapts to changing circumstances and is resilient in the face of challenges. The project team feels empowered
Servant (servant) leader: enables the project team to self-organize where possible and improves autonomy by providing appropriate decision-making opportunities to project team members. Servant leadership behaviors include:
Remove impediments: Since it is the project team that creates the majority of business value, a key role of the servant leader is to maximize the delivery of business value by removing impediments to progress. This includes resolving issues and removing obstacles that may hinder the project team's work.
Avoid distractions: Servant leaders shield project teams from internal and external distractions. Time fragmentation can reduce productivity, so shielding project teams from non-critical external demands helps project teams stay focused.
Encouragement and development opportunities: Provide tools and rewards to keep project teams satisfied and productive.
Specific links
Brief description
The process of identifying, acquiring, and managing the resources needed to complete a project with results
Including establishing a team, organizing a team, building team activities, handling conflicts, etc.
Planning resource management
Definition: The process of estimating, acquiring, managing, and utilizing team resources
Role: Determine the management method and degree of management suitable for project resources based on the type and complexity of the project
When: Only once or only at predefined points in the project
It is necessary to consider the availability of scarce resources or competition for scarce resources and prepare corresponding plans to ensure the effectiveness of human resource planning.
Resources can be obtained from internal assets of the organization or from outside the organization through outsourcing/procurement
ITO - input and output tools
Responsibility Allocation Matrix-RACI
resource management plan
A resource management plan provides guidance on how to classify, allocate, manage, and release project resources
Resource management plans can be divided into team management plans and physical resource management plans according to the specific circumstances of the project.
include
Roles and Responsibilities - Specific description of roles, authorities, responsibilities, and competencies
Project Organization Chart - Shows project team members and their reporting relationships
How to identify, obtain, and control resources
How to do team building
How to manage team resources - personnel recruitment, staffing, personnel management, personnel severance, training needs, recognition plan
Team Charter
The team charter establishes clear expectations for acceptable behavior among project team members
To model team documents - transparency, integrity, respect, courage, celebrating success, etc.
The team charter can be reviewed and updated regularly to ensure that the team always understands the team's basic rules and guides new members to integrate into the team
Documentation for building team values, consensus, and work guidelines for the team
may include
team values
Communication Guide
Decision Criteria and Process
conflict resolution process
Conference Guide
Team consensus
Estimate activity resources
Definition: The process of estimating the team resources needed to execute a project
Role: Identify the types, quantities and characteristics of resources required to complete the project
Occurrence: Should occur regularly throughout the project as needed
ITO - input and output tools
Common types of estimates
Resource requirements
Resource requirements identify the types and quantities of resources required for each work package or activity within a work package
Aggregate these requirements to estimate the resources required for each work package, each WBS branch, and for the entire project
The amount and specificity of resource requirements descriptions vary by application domain.
Resource requirements documents also contain assumptions made to determine the types, availability, and quantities required of resources to be used
resource breakdown structure
The resource breakdown structure is a hierarchical presentation of resources by category and type.
Resource categories include: labor, materials, equipment, and supplies
Resource types include: skill level, required certification, grade level, or other type applicable to the project
During the planning resource management process, the resource breakdown structure is used to guide the project's classification activities.
In this process, the resource breakdown structure is a complete document used to acquire and oversee resources
Access to resources
Definition: The process of obtaining team members, facilities, equipment, materials, supplies, and other resources needed for a project
Role: Overview and guide the selection of documents and assign them to corresponding activities
Occurrence: Periodically throughout the project as needed
Internal resources are acquired/allocated by functional managers or resource managers
External resources are obtained through procurement
The project team may not have direct control over resource selection, but be aware of the following three points:
Negotiate effectively
Risk prediction when resources cannot be obtained
Sometimes have to use alternative resources with different abilities - be aware of professional ethics
ITO - input and output tools
Multi-criteria decision analysis
Skills/Knowledge/Abilities/Experience/Cost/Availability
physical resource allocation sheet
Document the materials, equipment, supplies, locations, and other physical resources that will be used on the project
Project team dispatches work orders
Documented team members and their roles and responsibilities in the project
Includes project team directory
Personnel names need to be inserted into other parts of the project management plan, such as the project organization chart and schedule
Resource Calendar
Resource Calendar
Calendar indicating available days or work shifts for each specific resource - objective provision of resources
Requires progressive detailing and updating throughout the project
Project Calendar
Calendar indicating available workdays and work shifts for schedule activities
Resource histogram
A bar chart showing the planned work time of a resource over a series of time periods - Subjective demand for a resource by period
Building a team
Definition: The process of improving work capabilities, promoting team interaction and improving team atmosphere to improve team/project performance
Role: Improve team collaboration, enhance interpersonal skills, motivate employees, reduce friction to enhance overall project performance
Occurrence time: carried out during the entire project
PM is a bond, making the team more harmonious
Project management teams should leverage cultural differences to create an atmosphere of trust
Four goals for team building
Improve team members’ knowledge and skills
Improve trust and recognition among team members
Create a vibrant and cohesive team culture
Improve the team's ability to participate in decision-making
ITO - input and output tools
General growth rules of teams-Tuckman model
Formative stage - getting to know each other, understanding the characters. Independent of each other, not very open and honest
Shock phase - work and discussions begin, conflicts may arise, and the team environment may deteriorate into destructive
Normative phase - start working together, start trusting each other
Mature stage - rely on each other to solve problems smoothly and efficiently
Dismissal phase - all work is completed and team members leave the project
The duration of the phase depends on team dynamics, team size, and team leadership
Centralized office
Many or all of the most active project team members are scheduled to work in the same physical location, either temporarily or permanently
Centralized office also known as tight matrix
is an effective team building activity
While coworking is a good team-building strategy, the use of virtual teams is sometimes unavoidable
virtual team
Access to more skilled resources, lower costs, and reduced travel and relocation expenses
Pay attention to communication planning
Recognition and Rewards
As long as the reward can meet an important need of the recipient, it is an effective reward.
Cultural differences should be considered when deciding on recognition and rewards
Objective win-win attitude
Lose/lose - zero-sum rewards destroy team cohesion
Most project team members are motivated by opportunities to grow, gain a sense of accomplishment, and apply their professional skills to new challenges
Give praise wherever possible throughout the project lifecycle, not at the end
training
Can be formal - classroom training/online training or informal - coaching and mentoring
Scheduled training should be implemented as planned in the resource management plan
Training costs are included in the project budget
Training is based on the 70-20-10 principle
Individual and team assessments
Provides project managers and project teams with insight into members’ strengths and weaknesses
Assess team members’ preferences and desires, understand how team members process information, make decisions, and deal with others
Helps improve understanding, trust, commitment and communication among team members, thereby improving team performance
Commonly used tools: attitude surveys, steering assessments, structured interviews, ability tests, focus groups
Maslow's Hierarchy of Needs
Macregor's XY theory
Theory Z
Type 1: At work, individuals are motivated by self-actualization, values, and a stronger sense of mission. In this case, the best management style is one that fosters insight and makes sense.
The second: focuses on motivating employees by creating lifelong jobs that focus on the welfare of employees and their families
Designed to increase productivity, morale and satisfaction
Herzberg’s two-factor theory, also known as motivational hygiene theory, There are two main factors that cause people to work:
Motivating factors - giving people a sense of satisfaction. Refers to those factors related to people's satisfaction: job performance opportunities, pleasure brought by work, sense of accomplishment at work, rewards for good results, expectations for future development, and sense of responsibility in the job. Without them, people will not be satisfied.
Hygiene factors - eliminate people's dissatisfaction but do not bring satisfaction. It refers to those factors related to people’s dissatisfaction: corporate policies, wage levels, working environment, labor protection, interpersonal relationships, etc. Without them, people will be dissatisfied.
driving force model
Autonomy: I decide what I do - people need to be autonomous in what they do, when they do it, with whom and how they do it
Specialization: Able to use and improve the skills you are good at to do what you want to do better and better
Purpose: Create a difference - recognize the value of your work and make life more meaningful
Team performance evaluation
Evaluate project team effectiveness, either formally or informally
Evaluation criteria: The technical success of the project - reaching the predetermined project goals, project schedule performance - completing on time and cost performance - completing within financial constraints are used to evaluate team performance.
Indicators for evaluating team performance effectiveness include:
Improvement of personal skills so that members can complete work tasks more effectively
Improvement of team capabilities so that the team as a whole can work better
Reduction in team member turnover rate
The strengthening of team cohesion enables team members to openly share information and experience and help each other to improve project performance.
management team
Definition: The process of tracking team member performance, providing feedback, resolving issues, and managing changes to optimize project performance
Role: Influence team behavior, manage conflict and solve problems
Occurrence: Conducted throughout the project
ITO - input and output tools
Interpersonal and team skills
conflict management
General situation
Conflict is normal and forces people to seek solutions
Conflict exists within the team
Openness and honesty can help resolve conflicts
Resolve conflicts by dealing with the wrong person
Conflict resolution should focus on the present, not the past
Conflict is inevitable. When encountering conflict, you need to consider how to deal with it.
The cause of conflicts in the early stage is priority and resources, and in the middle and later stages is progress.
Solution
Collaboration: This is an effective approach when trust has been established between participants and there has been time to reach consensus. Project managers can guide this conflict resolution approach among project team members
Force/Command: Win or lose, use power, temporary solution--1. Not enough time to cooperate and solve the problem, 2. Health and safety conflicts need to be resolved immediately
Compromise/Mediation: Lose-lose, each side gives in, satisfied to a certain extent - both sides will not be completely satisfied, both parties in the conflict have equal power
Mitigation/accommodation/accommodation: Taking a step back to maintain a harmonious relationship and considering the needs of other parties - hoping to maintain a good relationship with the party with high power
Retreat/Avoid: Withdraw, postpone, shirk, without resolving the conflict---when cooling down cannot win
Confronting/Resolving Problems: This can be considered a method in its own right and is used when the relationship between the conflicting parties is important and each party has confidence in the other party's ability to solve the problem.
five stages of conflict
Stage One: Potential Opposition - Causes: Communication, Structural and Personal Factors
Stage 2: Cognition and emotional investment - Only when individuals are emotionally invested and both parties experience anxiety and tension, frustration and hostility can potential conflicts become a reality.
Stage 3: Behavioral intention - between a person's awareness and explicit behavior, referring to adopting a specific strategy. Behavioral intention is distinguished as a separate stage because behavioral intention leads to behavior.
Stage 4: Behavior - When a person takes action to prevent others from achieving their goals or to harm the interests of others
Stage 5: Outcome - the interaction between the conflicting parties leads to the final outcome, which may be positive or negative
Make decisions
Focus on what you want to achieve
Follow the decision-making process
Study environmental factors
Analyze available information
Inspire team creativity
Understand the risks
Make decisions efficiently
Emotional intelligence
Emotional intelligence refers to the ability to identify, evaluate and manage personal emotions, the emotions of others and the emotions of groups
Understand, evaluate and control the emotions of project team members, predict team members' behaviors, determine team members' concerns and track team members' problems to reduce stress and strengthen cooperation.
component
Influence
In a matrix environment, project managers usually have no or very little command authority over team members, so their ability to influence stakeholders in a timely manner is critical to ensuring project results.
Main manifestations of influence
persuade others
Express opinions and positions clearly
Active and effective listening
Understand and consider various perspectives
Collect relevant information, solve problems and reach consensus while maintaining a relationship of mutual trust
leadership
Establish and maintain vision, critical thinking, motivation, emotional intelligence, decision-making
Situational Leadership II
Ken Blanchard's Situational Leadership II measures project team member development by focusing on competency and commitment as the two primary variables.
Competency: a combination of abilities, knowledge, and skills
Commitment: involves the confidence and motivation an individual has
As an individual's competencies-ability and commitment-willingness evolve, leadership styles evolve from mentoring to coaching to supporting to empowering to meet the individual's needs
The development stage of an employee can be judged by a combination of two factors: ability and willingness.
Employees in the D1 stage have weak abilities but strong willingness to work ---> Beginners with high enthusiasm ---> Suitable for directive leadership: S1-high guidance, low support
Employees at the D2 stage have weak or mediocre abilities, but low willingness to work ---> Disillusioned learners ---> Coaching leadership style: S2-high guidance, high support
Employees at the D3 stage have medium or strong abilities, but lack of willingness to work ---> capable but cautious performers ---> supportive leadership style: S3-high support, low guidance
Employees in the D4 stage have strong abilities and high work willingness --->independent achievers --->empowering leadership style: S4-low guidance, low support
five types of power
Formal authority: comes from official position in the organization, also called legal authority
Reward Powers: Reward powers that the PM can use in his position
Punishment power: very powerful, but can create a bad atmosphere for the team
Expert power: possessing specialized knowledge and high prestige
Implied power: having relationships with some powerful people, pretending to be powerful.
PMI promotes reward power/expert power and avoids the use of punitive power
Development methods and life cycle performance domains
summary
Involves activities and functions related to the development approach, cadence, and life cycle phases of the project
Expected results
Development methodology aligned with project deliverables
A project life cycle consisting of phases from project inception to completion that link project delivery to stakeholder value
A project life cycle consisting of phases that facilitate the delivery cadence and development approach required to produce the project deliverables
Core idea
Development method: An approach used to create and improve products, services, or results during the project life cycle, such as predictive, iterative, incremental, agile, or hybrid methods
Rhythm: the pace of activities carried out throughout the project
Project Phase: A collection of logically related project activities, usually ending with the completion of one or more deliverables
Project life cycle: the series of stages a project goes through from start to finish
Comparison of different life cycles
Predictive lifecycle: A more traditional approach where a lot of planning is done in advance and then executed all at once; execution is a continuous process
A life cycle that takes an iterative approach: allowing feedback on unfinished work to improve and modify it
An incremental approach to the life cycle: providing the customer with each completed deliverable that can be used immediately
A life cycle using an agile approach: both iterative and incremental, making it easier to improve work and deliver value frequently
Agile related knowledge
agile soul
Agile Manifesto
Individuals and interactions over processes and tools
Working software trumps thorough documentation
Customer cooperation takes precedence over contract negotiation
Responding to change over following a plan
Although the item on the right has its value, we value the item on the left more
Agile principles
Details
Prioritize customer satisfaction through early and continuous delivery of valuable software
Even in the later stages of development, changing requirements are welcome
Frequent delivery of working software. Delivery intervals can range from weeks to months. The shorter the delivery interval, the better.
During the entire project development period, business personnel and developers must work together every day
Build projects around inspired individuals
Working software is the primary measure of progress
The agile process advocates a smooth development rhythm, and sponsors, developers, and users should be able to maintain a long-term, constant development speed.
Within a team, the most effective and efficient way to transmit information is through face-to-face conversations.
A constant focus on good skills and good design will enhance agility
Simplicity is fundamental, do not over-design and predict
The best architecture, requirements and designs emerge from self-organizing teams
At regular intervals, the team will reflect on how to work effectively and make adjustments to their behavior
simplify
Continuous delivery, small steps and quick steps
Embrace change and improve your strengths
Give feedback as early as possible and rank by value
Achieve results and measure progress
Continuously updated to strengthen agility
Streamline products and eliminate waste
Teamwork, daily interaction
Trust members and provide support
Face to face communication, efficient and clear
Members from all parties, stable rhythm
Work together and organize yourself
Team introspection and self-improvement
The soul of agile is the change of thinking mode, not the stacking of tools and methods
agile role
Three common roles
cross-functional team member-team
Usually the number of people is 3-9 people
Team members are cross-functional - developers, testers, user interface designers, etc. T-shaped talents are encouraged, preferably full-stack engineers
Agile team members need to be full-time and cannot change at will (at least within an iteration), otherwise the team speed will be affected
Have the authority to make decisions on any form of work within the team charter to ensure that iteration and sprint goals are achieved
High degree of self-organization - emphasis on respect, commitment and responsibility rather than unbridled disengagement
Need to demonstrate product features to Product Owner
Teams need to define DoD - for all tasks
Differences and connections between DoD/AC/DoR
In agile projects, Definition of Done is commonly used to indicate whether work has been completed. Different activities have different definitions of completion - iteration DoD, release DoD, daily DoD, user story DoD, etc.
User Story DoD Example
The final description of the user story matches the INVEST
User stories get corresponding coverage from test cases
DoD is defined for all requirements, tasks, iterations, and deliveries - holistically
Acceptance criteria AC (Accopt criteria) are defined for each requirement - locality
DoR (Definition of Ready) is a prerequisite for the normal start of a certain stage. DoD is the standard and principle for product completion at a certain stage.
Product Owner-Product Owner
Determine product features
Decide on release date and content
Prioritize requirements/user stories based on factors such as market value
Responsible for the POI (profitability of the product) of the product
Before each sprint/iteration (Sprint), adjust features and priorities as needed
Accept or reject the work of the development team
As a customer advocate, accept different needs and feedback, and constantly sort out the to-do list, but cannot affect the team's existing work during iterations
Team Facilitator-Team FaciliTator, Scrum Master, Team Leader, Project Manager
May be called Project Manager, Scrum Master, Team FaciliTator, etc. in different Agile models
Facilitators advocate servant leadership-servant leadership
Servant/servant leadership empowers teams
Servant leadership is a method of empowering your team. Servant leadership is the practice of leading a team through service to the team. It focuses on understanding and paying attention to the needs and development of team members, aiming to enable the team to achieve the highest performance possible.
The following characteristics of servant leadership enable project leaders to become more agile and promote team success
Improve self-awareness - no forced decision-making and intervention
Listening - Understand the root causes and current situation, and understand team emotions
Be of service to the team - solve the team's existing obstacles rather than create them
Helping Others Grow - Training and Coaching
Guidance and control - let the team speak and control the process instead of causing trouble
Promote safety, respect and trust - communicate privately first and encourage teams to self-organize
Promote the energy and intelligence of others - reduce the impact of others on the team
Facilitators are more like watchmen. They do not make decisions but provide support. They are responsible for the process but not the content.
Work closely with the PO and team to provide timely assistance to team members
Ensure that team resources are fully utilized and all are highly productive, otherwise appropriate training and guidance should be provided
Ensure good collaboration among various roles and responsibilities so that everyone understands the true role and requirements of agile
Solve obstacles in team development, communication barriers, process barriers, etc.
As the interface between the team and the outside world, it handles external interference on team members - information emission sources and Kanban boards solve the problem of misaligned information; new demands are transferred to the PO to solve problems that new demands affect the team.
Ensure that the development process proceeds as planned and organize various meetings - such as: stand-up meetings, sprint retrospectives, iteration planning meetings, etc.
supporting role
Governance team
PMO
The purpose of establishing a PMO is to guide the organization to achieve business value. Agile PMO is value-driven, innovation-oriented, and multidisciplinary
Responsibilities
Develop and implement standards: Provide templates such as user stories, test cases, cumulative flow diagrams, provide agile tools, and train support teams on iterative development concepts
Develop talent through training and coaching: Coordinate agile training tutorials, coaches, and mentors to help employees transition to an agile mindset and upgrade their skills. Encourage and support employees to participate in local agile activities
Multi-project management: Coordinate agile teams through different project communications. Consider sharing things like progress, questions, retrospective findings, and improved experiments. With the right framework in place, key customer releases at the project management level and investment themes at the portfolio level
Facilitate organizational learning: Collect project progress information and capture, store and record retrospective findings
Manage stakeholders: Provide product owner training, guide acceptance testing and evaluation methods, and provide system feedback. Communicate the importance of subject matter experts-SMEs to projects
Recruiting, screening, and evaluating project leaders: Developing an interview guide for agile practitioners
Perform specialized project tasks: train and provide retrospective facilitators, establish agreements with agile project problem solvers, and provide mentors and coaches
Agile approach
Agile methods are guided by the Agile Manifesto and Agile Principles, and are based on good practices summarized in different scenarios.
Kanban
Kanban once literally translates to "visual symbols" or "cards". Physical Kanban panels with cards enable push and visualization of workflows throughout the system for everyone to see
The information emitter contains a number of columns that represent the status of the workflow that needs to be completed. The simplest panel might have three columns - work to be done, work in progress, work completed, but can be adjusted to use whatever status your team needs
The Kanban method is applied and suitable for many occasions to ensure the continuity of workflow and value delivery.
Finishing work is more important than starting a new one. No value is gained from unfinished work, so teams will collaborate to implement and comply with work-in-progress-WIP limits so that every job in the entire system can be completed
In exams, Kanban boards are usually used to display project status and the role of transparent information from all parties.
Extreme Programming-XP-eXtreme Programming
Lightweight development process
The main spirit: when customers have system requirements, provide timely and satisfactory executable programs, suitable for projects with rapidly changing requirements.
Emphasize that what customers want is workable execution code, so work unrelated to writing programs is reduced to a minimum, and customers and developers are required to work together in a side-by-side manner.
XP practices include
Full team, planning games, customer testing
Different levels of testing:
Use system-level tests for end-to-end information and unit tests for building blocks. In between, understand if integration testing is required and where.
Teams find smoke testing helpful in testing whether working products are good
Teams find that deciding when and which products to regression test can also help them build good performance while maintaining product quality.
Agile teams strongly prefer automated testing so they can build and maintain momentum in delivery
Simple design, pair programming, test-driven development
Acceptance Test Driven Development-ATDD
In ATDD, the entire team comes together to discuss acceptance criteria for the work product. The team then creates tests, which enables the team to write enough code to automate testing to meet the standard requirements. For non-software projects, consider how to test the work as the team completes a significant amount of value
Test Driven Development - TDD and Behavior Driven Development - BDD: Writing automated tests before writing/creating a product can actually help people design products and prevent product errors. For non-software projects, consider how to design through a "test-driven" team. Hardware and mechanical projects often use simulation for intermediate testing of designs
Improved design, continuous integration, collective code ownership
Continuous integration: Regardless of the product, work must be frequently integrated into the whole and then retested to ensure that the entire product still works as expected
Coding standards, metaphors, sustainable speed
Probes - Timebox studies or experiments: Probes are useful for learning and can be used in processes such as evaluation, definition of acceptance criteria, and understanding user behavior through the product. Probing can be helpful when the team needs to learn some key technical or functional elements
Scrum
Scrum Overview: Scrum includes a process skeleton with a set of practices and predefined roles. The main roles in Scrum include the Scrum Master role similar to the project manager responsible for maintaining the process and tasks, the product owner representing the stakeholder, and the development team including all developers.
Sprints-Sprint
The Scrum project process consists of a series of Sprints
The length of Sprint is generally controlled at 2-4 weeks
Maintain a good rhythm with fixed cycles
Product design, development, and testing are all completed during the Sprint
Deliver working software at the end of the Sprint
Changes are not allowed during the Sprint
Scrum of Scrums
SoS, also known as "meta Scrum", is a technique used by two or more Scrum Teams rather than one large Scrum Team
One of the teams contains 3 to 9 members to coordinate its work. Representatives from each team meet regularly with other teams, perhaps daily, but usually two or three times a week
The daily scrum is conducted similarly to Scrum's daily stand-up, where the representative will report on the work completed, what to do next, any current impediments, and potential future impediments that may be blocking other teams. The goal is to ensure teams work in harmony and remove roadblocks to optimize the efficiency of all teams
Larger teams with multiple teams may be required to perform Scrum of Scrums, which follow the same model as an SoS, with representatives from each SoS reporting to representatives from the larger organization.
Time Box-Time Box
The value of time boxes
A good medicine for Parkinson’s Law
People tend to remember the date of a mistake, not the characteristics of the mistake
Facilitate difficult decisions and trade-offs early
better control
Prevent gold plating because time is short and there is no time for gold plating
operating rules
Don't add people during each timebox. Brook's Law: Adding people to a lagging project will only make it lag
Time boxes are not used for performance appraisals
No changes are allowed within the time box
Daily sync
Chasing the sun mode:
Chasing the Sun's development process is a method of handing off work at the end of each day to the next duty station - which may be many time zones apart - in an effort to speed up product development.
Bathtub window mode:
Establish long-term video conferencing links between locations, creating a fishbowl window. Open the link at the beginning of each day's work and close it at the end of the day
Remote pairing mode:
A technique in which two team members are paired up to work on the same work project at the same time. Remote pairing is to use virtual conference work to share screens, including voice and video links, to establish remote docking
Agile Transition
Comparison of different life cycles
hybrid life cycle
meaning and value
The goal of project management is to create business value in the best way possible given the current environment
The meta-question of what life cycle a project should adopt: How can we most successfully deliver value?
Solve the scenarios in which the organization cannot be fully agile during the value delivery process, scenarios in the agile transition period, scenarios in which the delivery speed of the forecast life cycle is accelerated, and scenarios in which the thinking patterns of team members are changed. The purpose is to increase the efficiency and effectiveness of value delivery
When a team creates value, does it need rapid staged feedback? Incremental approach will help if needed
Do you need to manage risk at all times as you explore ideas? Iterative or agile methods will help if needed
A fully agile approach may not be very useful when the organization is unable to deliver intermediate value. You may choose to use part of Agile and part of the predictive life cycle approach to the project.
Different Types
Agile tools and predictive planning models exist simultaneously throughout the entire life cycle: for example, predictive planning methods and agile tools and ideas are used in the same project. Such as short iterations, daily stand-ups and retrospectives, etc. Although it clearly does not fully reflect the agile mindset, values and concerns, it is a typical hybrid approach
Methods that are primarily predictive and supplemented by agile methods: For example: An engineering company is building a facility using also new components, although most of the project is routine and predictable, like many other facility projects implemented by the organization Same, but this project includes a new roofing material. The contractor may plan to conduct some small-scale installation iterations on the ground first to determine the best installation method and catch problems early when enough time has been given to resolve them.
Agile-based, predictive-based approach: This approach may be used when a particular element is non-negotiable or not executable using agile methods. For example: integrating external components developed by different suppliers that cannot or will not work together in a collaborative or incremental approach and need to be integrated separately after the components are delivered
Answer ideas
Focus on examining the soul of agile - the Agile Manifesto and principles, and occasionally examine specific agile tools - Kanban/burndown charts, etc.
A more in-depth examination of the role positioning of the project manager/SM will be conducted to fully understand whether the candidates have deep insights and understanding of the role of the project manager in the VUCA environment.
There are more inspections on communication and collaboration. The project manager/SM needs to have sufficient servant leadership to clear obstacles for the team, and learn to choose excellent pilots to promote agile ideas, and prove the benefits and disadvantages of agile methods through results.
Some questions will focus on project quality issues and require a clear understanding and knowledge of DoD/AC/DoR.
It is a balance between stability and flexibility. It is necessary to pay attention to the decision-making role of the governance team, the clear consensus on product goals and sprint/iteration goals, and the multi-project collaboration of the PMO to make the project more stable.
Strategies and methods for agile transformation outcomes
One: An incremental transition involves adding more iterative techniques to improve learning and enhance team and stakeholder alignment
Two: Consider adding more incremental technologies to accelerate value and return on investment for sponsors
Three: You can try these technologies first in a project with low risk and medium degree of uncertainty
Four: After organizations successfully use hybrid methods, they try more complex agile projects that require the addition of more agile techniques. It’s a good transition that’s a gradual blend, tailored to the organization’s circumstances, its specific risks, and the team’s readiness to adapt and embrace the change.
delivery performance domain
summary
Involves activities and functions relevant to delivering the scope and quality to be achieved by the project
Expected results
Projects help achieve business goals and advance strategy
Projects achieve what they were initiated to deliver
Project benefits achieved within planned time frame
The project team has a clear understanding of the requirements
Stakeholders accept the project deliverables and are satisfied with them
Core idea
Demand: To meet a need, the conditions or capabilities that a product, service or result must meet
Work breakdown structure - WBS: A hierarchical decomposition of all work scope that needs to be implemented by the project team to achieve project goals and create required deliverables.
Definition of Done - DoD: A checklist of all criteria that need to be met in order for a deliverable to be considered ready for customer use
Quality: the degree to which a set of intrinsic characteristics meets requirements
Cost of Quality - COQ: All the following costs incurred throughout the product life cycle, namely: investments made to prevent the product or service from not meeting requirements, costs incurred to evaluate whether the product or service meets the requirements, and costs incurred due to product or service failure. Losses caused by failure to meet requirements
Scope management emphasizes: no gold plating, preventing scope creep
Product Scope: The features and functions of a product, service, or result. Measure product scope completion based on product requirements
Project Scope: To deliver products with specified features and functions
Work that must be done to achieve a service or result. Measure project scope completion against the project management plan
Specific links
Overview:
Ensure projects do, and only do, all the work required and deliver strategy and value
Define and control what work is included in the project and what is not
Plan quality management actions and develop quality measurement indicators
Develop project charter
Concept: The process of writing a document that formally approves a project and authorizes the project manager to use organizational resources in project activities
Role: Clarify the direct link between the project and the organization's strategic goals, establish the formal status of the project, and demonstrate the organization's commitment to the project
Occurs: Only once or only at predefined points in the project
The approved project charter signifies the official launch of the project
The project charter may be prepared by the sponsor, or by the project manager in collaboration with the sponsoring agency
A project charter is not a contract, and there is no compensation, money, or quid pro quo.
The project manager should preferably be appointed at the time of the project charter, but at the latest it must be approved by someone outside the project before planning begins - such as the project manager or project management office (PMO), chair of the portfolio governance committee
ITO - input and output tools
guide
The art of leading people through processes to achieve public goals
The focus when guiding is the process - how to do something, rather than the content - what to do.
Precautions
Rhetorical questions are strictly prohibited
Do not mix your own subjective thoughts
Good at confirming and summarizing
Handle conflicts skillfully
Project Charter
Ensure stakeholders have an overall consensus on key deliverables, milestones, and the roles and responsibilities of each project participant
include
Project purpose
Measurable project goals and associated success criteria
high level requirements
High-level project description, boundary definition, and key deliverables
overall project risk
Overall milestone schedule
Pre-approved financial resources
List of key stakeholders
Project approval requirements
Project exit criteria
Delegated project manager and his/her responsibilities and authorities
The name and authority of the sponsor or other person who approved the project charter
Hypothetical log
Used to document all assumptions and constraints throughout the project life cycle
Identify high-level strategic and operational assumptions and constraints when preparing the project case before project launch
High-level assumptions and constraints should be included in the project charter
Detailed assumptions are generated with related activities during the project
planning scope management
Definition: The process of documenting how to define, confirm, and control project scope and product scope, and create a scope management plan and a requirements management plan
Role: Provide guidance and direction on how to manage scope throughout the project
Occurrence: This process occurs only once or at a predefined point in the project
ITO - input and output tools
scope management plan
Describe how the project scope will be defined, developed, monitored, controlled, and validated
Helps reduce the risk of project scope creep
Define how to complete the following process:
Develop detailed project scope statement
Create a WBS based on the detailed project scope statement
Determine how to approve and maintain the scope baseline
Formal acceptance of completed project deliverables
demand management plan
Document how requirements are analyzed, documented and managed
Some organizations call it - Business Analysis Program
Define how to complete the following process
How to plan, track and report on various requirements activities
Requirements for configuration management activities
Prioritize requirements
Product Measurements
Items included in the tracking matrix
Gather requirements
Definition: The process of identifying, documenting, and managing the needs and requirements of stakeholders to achieve project goals.
Role: Lays the foundation for defining and managing scope
Occurs: Only once or only at predefined points in the project
Allowing stakeholders to actively participate in the exploration and decomposition of requirements can directly promote the success of the project.
Requirements include the quantified and documented needs and expectations of sponsors, customers and other stakeholders
Gathering requirements starts from the beginning of the project - analyzing the information in the project charter/stakeholder register/stakeholder engagement plan
Requirements are the basis for work breakdown structure, cost/schedule/quality specifications
Collect requirements-needs classification
ITO - input and output tools
data collection
Brainstorming
Speak freely and communicate face to face
Fast, but susceptible
Commonly used techniques: no criticism, no praise/seeking quality based on quantity/spread as much as possible/final summary
focus group
There must be a professionally trained host
guide, discuss
Emphasis on collision, more lively than interviews
Can be divided into different groups and themes
Questionnaire
Design written questions to quickly gather information from many respondents
Suitable for: diversified audiences, quick completion, geographically dispersed locations, statistical analysis
Benchmarking
Concept: Actual Project Practice vs. Comparable Project Practice - Two Projects
Scope of use: inside or outside the organization, in the same or different areas
Two purposes: to identify best practices and provide a basis for performance appraisal; to standardize the quality management process and also use benchmarking.
data analysis
Questionnaire analysis
Analyze documents and discover requirements
Document Analysis Techniques: Brainstorming Focus Group Meetings
Business documents available for analysis include:
business plan
market literature
protocol
invitation to propose
Procedural and regulatory documents
Example
Data performance
Affinity diagram
Prepare
brainstorming session
Make a card
Divide into groups
merge into central group
group into large groups
Arrange cards
set a strategy
mind Mapping
A way to visualize radioactive thinking
Reflect the commonalities and differences between creative ideas and inspire new ideas
Start with a topic as the center and think along different branches
Thinking maps used in memory, learning, thinking, etc., are conducive to the development of diffuse thinking in the human brain.
Commonly used software: FreeMind/MindManager
Interpersonal and team skills
Nominal group technique: a structured brainstorming format divided into four steps
1. Ask a question or problem to the group, and everyone writes their own thoughts after thinking about it.
2. The host records everyone’s thoughts on a flip chart
3. Discuss ideas as a group until all members reach a clear consensus
4. Individuals can vote privately to determine the priority of various ideas, and can conduct number theory voting. After each round of voting, the votes are counted and the person with the highest score is elected
Observe and communicate
Difficult to say or unwilling to say
also known as job following
bystander observation, experiential observation
prototype method
Comply with progressive detail
A prototype is a physical object that allows stakeholders to experience a model of the final product, rather than being limited to discussing abstract requirements descriptions.
Storyboard: Showing a sequence or navigation path through a series of images or diagrams
In the advertising and film industries, visual sketches using display effects
In software development, web pages, screens or GUIs are displayed through physical models
requirements document
Describe how individual requirements will meet project-related business needs, including:
Trackable business goals and reasons for implementing the project - business needs
Stakeholder needs for communication and reporting - Stakeholder needs
Functional requirements, non-functional requirements-solution requirements
Data conversion and training needs, etc. - transition and readiness needs
Acceptance Criteria-Project Requirements
quality requirements
Start with general requirements and then gradually refine them
Only requirements that are clear, measurable, testable, traceable, complete, coordinated, and are willing to be recognized by key stakeholders can be used as a baseline.
Requirements Tracking Matrix RTM
The requirements tracking matrix links each requirement to business goals or project goals, helping to ensure that each requirement has business value
Provides a way to track requirements throughout the project life cycle
Provides a framework for managing product scope changes
include:
From requirements to business needs, opportunities, goals and objectives
From requirements to project goals
From requirements to deliverables in project scope/WBS
From requirements to product design
From requirements to product development
From requirements to test strategies, test scenarios and scripts
From high-level requirements to detailed requirements
Define scope
Definition: The process of specifying detailed descriptions of items and products
Role: Describe the boundaries and acceptance criteria of products, services, or results
Occurs: Only once or only at predefined points in the project
Not all requirements identified by the requirements collection process may be completed in this project. The define scope process will select the final project requirements and formulate a specific description of the project boundaries.
A detailed project scope statement should be prepared based on the key deliverables, assumptions, and constraints documented during project initiation
In an agile lifecycle project, first define a high-level vision for the entire project, and then clarify the detailed scope for an iteration period - repeated multiple times
ITO - input and output tools
project scope statement
It is a description of the project scope, major deliverables, assumptions, and controls. include
Product range description
Deliverables
Acceptance Criteria
Project exclusive liability
When developing a project scope statement, more detailed assumptions and constraints will be generated
Demonstrates consensus among project stakeholders regarding project scope
The level of detail with which work is and is not to be done determines how effectively the project management team can control the entire project scope.
Pay attention to the differences in the content of the project charter and project scope statement
Create WBS - Work Breakdown Structure
Definition: Breaking project deliverables and project work into smaller, more manageable components
Role: Provide structure for the content to be delivered
Occurs: Only once or at predefined points in the project
WBS (Work Breakdown Structure): It is a hierarchical decomposition of all the work scope that the project team needs to implement to achieve project goals and create required deliverables.
The work breakdown structure organizes and defines the overall scope of the project and represents the work specified in the current project scope statement
The lowest component of WBS is called the work package, which can arrange progress, estimate costs and implement monitoring for the work.
"Work" refers to the work products or deliverables that are the result of activities, not the work itself
WBS does not represent logical relationships and duration, only range.
ITO - input and output tools
Create WBS
WBS has a hierarchical structure and is produced by team members.
COA-Code Of Account: Each component is assigned a unique code to identify its level and location.
Control Account - Control Account: is a management control point used for earned value analysis - the level determines the thickness of the control - each control account can include one or more work packages, but each work package can only belong to one control Account
Planning Package-Planning Package: Under CA, above work package. I know the work content, but I’m not sure about the detailed work breakdown yet.
Work Package - Work Package: The deliverable or project component located at the bottom of each branch of the work breakdown structure
WBS decomposition principle
100% inclusion principle: the upper and lower inclusion relationships of WBS branches, the WBS as a whole contains all the work required for the project
MECE-Mutually Exclusive Collectively Exhaustice, mutually exclusive, completely exhaustive
If using agile methods, long stories can be broken down into user stories
The WBS can be in the form of an outline, organizational chart, or other format that illustrates the hierarchy.
Different deliverables can be decomposed into different levels
Just break it down to a controllable level
Rolling planning: For long-term work or deliverables where information is temporarily insufficient, you can not decompose them temporarily and continue to decompose them when the information is sufficient.
break down
Purpose: easy to control
Level: Ability to reliably estimate job costs and duration
Common approaches to creating a WBS: top-down, using organization-specific guidelines, using WBS templates, bottom-up - for merging lower-level components
Can be used as the second level of decomposition: each stage of the project life cycle, main deliverables, sub-projects
Cannot be decomposed: results to be completed in the distant future - WBS is also the definition of progressive detailing
Scope benchmarks include:
project scope statement
WBS
work package
planning package
WBS Dictionary
A more detailed description of the work breakdown structure components - including work packages and control accounts
content:
Account code identifier
work description
Assumptions and constraints
responsible organization
progress milestone list
Related progress activities
Required resources
Cost Estimate
Quality requirements
Acceptance Criteria
Technical references
Protocol information
The WBS dictionary is the most detailed scope description
Plan quality management
definition:
Identify and formulate quality standards-quality policies, quality measurement indicators
Document how to achieve - quality management plan
Role: Provide guidance and direction on how quality is managed and verified throughout the project
Occurs: Only once or only at predefined points in the project
ITO - input and output tools
data analysis
cost benefit analysis
Concept: Conduct a cost-benefit analysis for each quality activity - a business case that compares likely costs to expected benefits
When investment equals return, quality is free
Data performance
flow chart
Also called process diagram
Basic elements: activities, decision points, branches, parallelism, processing sequence
Four uses
Understand and estimate the cost of quality of a process
Retrace the past steps and look upward for the reasons
Make predictions about the future
Make SIPOC model
Matrix diagram
Matrix diagrams show the strength of relationships between factors, causes, and goals where rows and columns intersect.
Depending on the number of factors available for comparison, project managers can use different shapes of matrix diagrams, such as L-shaped, T-shaped, Y-shaped, X-shaped, C-shaped, and roof-shaped matrices
Helps identify quality measures critical to project success
L-shaped matrix
T-shaped matrix
X-shaped matrix
Y-shaped matrix
Test and inspection planning
During the planning phase, the project manager and project team decide how to test or inspect the product, deliverable, or service to meet stakeholder needs and expectations, and how to meet the product's performance and reliability metrics.
Different industries have different testing methods
Software Projects: Alpha Testing and Beta Testing
Construction projects: strength testing, inspection of fabrication and field testing, non-destructive testing of works
quality management plan
Describe how to implement the organization's quality policy
Can be formal/informal, very detailed or highly general
Conduct reviews early in the project to ensure decisions are based on accurate information - more focus on the value proposition of the project and less rework
include:
Quality standards adopted by the project
Project quality goals
Quality roles and responsibilities
Project deliverables and processes requiring quality review
Quality control and quality management activities planned for the project
Quality tools used in the project
Main procedures related to the project
quality measures
is an operational definition
Use very specific language to describe the project or product attributes and how the control quality process will verify compliance.
The allowable variation range of measurement indicators is called tolerance
Examples of quality measures
Percentage of tasks completed on time
Cost performance measured by CPI, failure rate, number of daily defects identified
Total downtime per month
Errors per line of code
customer satisfaction score
Percentage of requirements covered by test plan - test coverage
planning performance areas
summary
The Planning Performance Domain involves the initial, ongoing, and evolving organization and coordination of activities and functions related to the delivery of project deliverables and project outcomes.
Expected results
Projects advance in a methodical, coordinated and carefully considered manner
Have a holistic approach to delivering project results
A detailed account of evolving information to produce the deliverables and project outcomes sought to be achieved by undertaking the project
Planning information is sufficient to manage stakeholder expectations
There is a process of making adjustments to the plan throughout the project based on emerging and changing needs or conditions
Core idea
Estimate: A quantitative assessment of the likely value or outcome of a variable, such as project cost, resources, effort, or duration.
Accuracy: In a quality management system, “accuracy” refers to the assessment of correctness
Accuracy: In a quality management system, “accuracy” refers to the assessment of accuracy
Rushing: A method to compress the schedule at the lowest cost by adding resources
Fast Track: A method of schedule compression in which activities or phases that would normally occur sequentially are performed at least partially in parallel.
Budget: An approved estimate for the entire project, any work breakdown structure WBS component, or any schedule activity
On the basis of demand and quality planning, continue the planning process in other dimensions, and then generate a project management plan to guide the subsequent implementation work.
The purpose of planning is to proactively develop an approach to creating the project's deliverables. Project deliverables will drive the project's desired outcomes
High-level planning can begin before project approval is authorized. The project team develops preliminary project documents, such as a vision statement, project charter, business case, or similar document, to identify or define a collaborative approach to achieving the desired outcomes
Planning begins with understanding the business case, stakeholder needs, and project and product scope
Product scope is the features and functions that a product, service, or result has. Project scope is the work that must be completed to deliver products, services, or results with specified features and functions. Discussions related to "scope" are mainly completed in the delivery performance domain.
During the overall planning process, special attention should be paid to compliance considerations
Predictive planning approach: Start with high-level project deliverables and break them down into detail. This approach can use the scope statement and/or project breakdown structure (WBS) to decompose the scope into lower levels of detail.
Projects using an iterative or incremental approach can contain high-level themes or epic stories that are broken down into features, which are then further broken down into user stories and other backlog items
Before making major investments, work that is unique, important, risky, or different can be prioritized to reduce uncertainty about the scope of the project at the start of the project.
Specific links
Ensure the project is completed on schedule and manage any schedule changes that occur during the project
Planning progress management
Definition: Policies, procedures, and documents developed to plan, prepare, manage, execute, and control project progress
Role: Provide guidance and direction on how to manage project progress throughout the project period
Occurs: Only once or only at predefined points in the project
ITO - input and output tools
progress management plan
Supervision guidelines describing how to manage progress
Generally includes
Project schedule model development and maintenance
Release and iteration length of schedule
control threshold
Contingency reserve quantity
unit of measurement
Performance Measurement Planning
Control account location
Percent Complete Rules
report format
Define activities
Definition: Identifying and documenting the specific actions required to complete the project deliverables - work packages
Function: Decompose the work package into activities and then serve as the basis for other processes of schedule management
Occurrence time: needs to be carried out during the entire project
ITO - input and output tools
break down
The result of WBS decomposition is deliverables, and the result of activity decomposition is smaller activities.
WBS, WBS dictionary and activity list can be compiled sequentially or simultaneously
Involving team members leads to better results
Planning while scrolling
Detailed in the near term (now and next step), rough in the future, no change in scope
Activity List-Basic Information
A list of all schedule activities required for the project
The activity list will be updated regularly as the project progresses
Include a logo for each activity and a sufficiently detailed job description
Activity properties
Refers to the various attributes of each activity, used to expand the description of the activity
evolve over time
Project start stage: activity attributes include unique activity identification, WBS identification, activity label/content
Activity completion: activity attributes may also include activity description, predecessor activities, successor activities, logical relationships, time lead and lag amounts, resource requirements, mandatory dates, constraints and assumptions
Select, sort, and categorize schedule activities in various formats in project reports
Milestone List
Milestone: an important point or event in the project
Mandatory as required by contract or optional as determined by history
duration is 0
Sequence activities
Definition: Identify and document relationships between project activities
Role: Identify and document the logical sequence between project activities to achieve maximum efficiency given all project constraints
Occurrence: Conducted throughout the project
Path convergence: a progress activity has more than one predecessor activity
Path branching: a progress activity has more than one successor activity
Hanger-Hanger: An activity has neither predecessor activities nor successor activities - the logical relationship of the activities needs to be re-confirmed
ITO - input and output tools
predecessor relationship drawing method
Predecessor/Successor Concept
Can be used in the critical path method, where nodes represent activities and arrows represent logical sequences.
also known as node method
four logical relationships
Finish-Start: FS:Finish-Start
Finish-Finish: FF:Finish-Finish
Start-Start: SS:Start-Start
Start-Finish: SF:Start-Finish
Determine and integrate dependencies
Mandatory dependency: a dependency required by law or contract or determined by the inherent nature of the work
Hard logic: make tea first, drink tea later
Selective dependencies: Based on domain-specific best practices, if fast-tracked, the corresponding selective dependencies should be reviewed to consider whether they need to be eliminated or improved
Soft Logic: Tea Ceremony
External dependencies: These activities are outside the control of the project team and depend on external
Depends on other factors, tea sellers go on strike
Internal dependencies: immediate relationships between project activities, in project control
Internal immediate relationships that the project team can control
lead and lag
They are all aimed at follow-up activities
Lead: Start the following activities in advance, indicated by a negative sign
Lag amount Lag: delay the start of subsequent activities, indicated by a positive sign
Note: Time advance and lag cannot change the logical relationship of activities
The technical document writing team can start editing the document draft 15 days after the writing work begins - this is a "start to start" logical relationship with a 15-day time lag.
Project progress network diagram
Graphics showing the progress activities of the project and the logical relationships between them
Should be accompanied by a brief explanatory text explaining the basic method used for sorting
Estimate activity duration
Definition: The process of estimating the number of work periods required to complete a single activity based on the results of resource estimation.
Purpose: Determine the amount of time required to complete each activity
Occurrence time: needs to be carried out during the entire project
Occurrence duration estimates do not include any time leads or lags
In activity duration estimates, certain ranges of variation can be indicated
Input provided by individuals and groups most familiar with the activity
Estimates are progressively detailed
Estimate the workload and number of resources required to complete the activity -> calculate the required time based on the resource/project calendar
Changing guided resources often affects duration, but not in a simple linear relationship
Various budget assumptions need to be documented
Other factors to consider include
law of diminishing returns
Resource quantity
skill improved
Employee incentive
Student Syndrome: People only give their best at the last minute, when a deadline is approaching
Parkinson's Law: As long as there is time, work will continue to expand until all time is used up
ITO - input and output tools
analogy estimation
Estimating similar parameters or metrics for future projects based on parameter values for similar past projects (such as duration, budget, size, weight, and complexity)
This estimating method is often used when project details are insufficient, such as in the early stages of a project
Comprehensive use of historical information and expert judgment
Low cost, less time consuming, low accuracy
The prerequisite for accurate estimation: the projects are similar in nature and the team members are experienced
Practical combat: partial utilization, mixed with other estimation methods
parameter estimation
Leverage statistical relationships between historical data and other variables - such as unit price - to estimate campaign parameters such as cost, budget and duration
The activity duration can be estimated by multiplying the amount of work to be performed by the number of man-hours required to complete the unit of work.
Lower cost but unable to adapt to changes
Accuracy depends on the maturity of the parametric model and the reliability of the underlying data
Accurate information over time
Parameters are easy to quantify
Models can be scaled
three point estimate
Formula based on program review technology
Most likely time Tm: duration calculated based on the most likely resources and the most likely resource productivity
The most optimistic time To: the activity duration obtained based on the best case scenario of the activity
The most pessimistic time Tp: the activity duration obtained based on the worst case scenario of the activity
Budget activity duration Te: weighted average of the first three items
Triangular distribution: Te=(To Tm Tp)/3
Beta distribution: Te=(To Tm Tp)/6 default
Data Analysis - Reserve Analysis
Used to determine the amount of contingency reserves and management reserves required for the project
When making duration estimates, contingency reserves (progress reserves) need to be taken into account, and management reserves can also be estimated
Reserve buffer for certain emergencies
A contingency reserve is a period of time included in the schedule baseline to address identified risks that have been accepted
Can be determined as a percentage of the activity duration estimate, a fixed period of time, or through quantitative analysis
Dynamically adjust reserves as project information becomes clearer
Develop a progress plan
Definition: Analyze activity sequence, duration, resource requirements and schedule constraints, and prepare project progress model
Role: Develop a schedule model with planned dates for completing project activities
Occurrence: Conducted throughout the project
Bring previously generated data into the schedule planning tool to form a schedule model
ITO - input and output tools
Critical Path Method CPM Critical Path Method
The path with the longest total construction period
Paths that do not allow any delays
Used to estimate the shortest project duration in the schedule model and determine the schedule flexibility of the logical network path
Regardless of any resource constraints
At least one thing - more keys means greater risks
subject to change at any time
Total float is usually 0, but may be negative or positive
secondary critical path
The path whose total length is second only to the critical path
Need to pay close attention to prevent it from becoming a critical path
Earliest start time ES: The working time on the earliest start day of an activity
Earliest end time EF: The off-duty time on the earliest end day of an activity
Duration DU: the number of working hours required to complete an activity
Latest start time LS: The latest start time of an activity on the premise that it does not affect the critical path.
Latest end time LF: The end time of an activity on the latest end day without affecting the critical path.
Float time: 1. The maximum time an activity can be delayed without delaying the project; 2. It means the flexibility to allocate resources and carry out project planning.
Total Float/TF: The amount of time an activity can be postponed without delaying the project's critical path
Free Float/FF: An activity can be postponed without affecting the earliest start time of all subsequent work
Resource optimization technology
resource balancing
A technique that strikes a balance between resource demand and resource supply and adjusts start and finish dates based on resource constraints.
To keep resource usage at a relatively constant level
Usually performed after critical path analysis
Applicable to
Shared or critical resources are available in limited quantities or only at specific times
Resources are over-allocated
Resource leveling often results in changes to the critical path, often resulting in schedule extensions
Resource smoothing
A technique for adjusting activities in a schedule model so that project resource requirements do not exceed predetermined resource limits.
Make the most of free float and total float
Resource smoothing does not change the project's critical path
It can be understood as resource balance within floating time
Generally, it is not possible to optimize all resources, and there is a limit on floating time.
Progress compression
The premise of schedule compression is not to reduce the project scope
The difference between rush work and fast follow-up
rush work
A technique that adds resources to the critical path and compresses the schedule at the lowest cost by adding resources.
Only applicable to activities that can shorten the construction period by adding resources
Cost and time ratio need to be analyzed
Disadvantages: May increase costs and risks
Quick follow up
Sequential becomes parallel - at least part of it
Disadvantages: possible rework - increased costs, increased risks
progress baseline
Approved schedule model, recalling scope baseline content
Project schedule
The output of a progress model showing the interrelationships between activities
A project schedule is preliminary until resource allocations and planned start and finish dates are confirmed.
Gantt Chart - Gantt Chart: Indicates the start or end date of an activity and shows its expected duration. The horizontal bar chart is relatively easy to read and is commonly used; it can also be called a "summary schedule plan" and can list related activities according to the WBS structure.
Milestone diagram: only indicates the planned start or end dates of major deliverables and key external interfaces, also known as "milestone schedule plan"
Project progress network diagram: It not only displays the network logical relationship of the project, but also displays the progress activities on the critical path of the project. It can also be called "detailed schedule plan-project progress associated horizontal bar chart"
Project Calendar
Specify workdays and work shifts in the project calendar during which progress interactions can occur
There may be multiple project calendars in the schedule model
The project calendar is a constraint on the preparation of schedules
Project cost planning includes the processes of estimating and budgeting costs to ensure that the project is completed on time and within the approved budget.
planning cost management
Cost management plan - describes how to plan, arrange, and control project costs
unit of measurement
Accuracy - degree of rounding, etc.
Accuracy - the degree of error allowed for cost estimates, including contingency reserves
Organizational Procedure Link - Control Account in WBS
Control threshold - the maximum deviation allowed before taking measures during the monitoring process
performance measurement rules
report format
Other details
Estimate cost
Definition: An approximate estimate of the cost of resources required to complete project work
Role: Determine the funds required for the project
Occurrence: Periodically throughout the project as needed
A cost estimate is a quantitative assessment of the likely cost of the resources required to complete an activity. It is a cost prediction based on known information at a specific point in time.
It can be measured in person-hours or person-days to eliminate the impact of inflation.
Cost estimation needs to be carried out iteratively at each stage
Rough order of magnitude estimate: Rough Order of Magnitude, ROM, project start deviation -25%~75%
Later detailed estimation deviation -5%~ 10%
cost core concept
Asset depreciation
ITO - input and output tools
Data Analysis - Reserve Analysis
contingency reserve
Used to handle expected but uncertain events. These events are called "known unknown risks" and are part of the cost baseline
If there is no basis for estimation, the contingency reserve can be calculated as a certain proportion of the total cost.
The project manager has the authority to control and use contingency reserves
As project information becomes clearer, reserves can be drawn down, reduced, or eliminated
management reserve
A management reserve is a line of planned costs to be used in the event of unforeseen events in the future. Management reserves include cost or schedule reserves to reduce the risk of deviation from cost or schedule targets
It is a reserve prepared for those "unknown-unknown risks" that have been considered in advance
Management reserves are generally managed by the sponsor or management
Management reserves are not part of the cost baseline
Management reserves are not included in the calculation of net worth
The use of management reserves needs to be added to the cost baseline, thus causing changes in the baseline.
Cost Estimate
A quantitative estimate of the likely costs to complete the project work
Cost estimates can be summarized or detailed
Contains inflation allowance or cost contingency reserve
Cost estimates should cover all resources used by the project
Indirect costs can be charged at the activity level or higher if they are also included in the project estimate
Estimate basis
The amount and type of supporting information required for cost estimates will vary by application area and may include
Documents on which the estimate is based
Documentation of all assumptions
Documentation of various known constraints
Description of estimation interval
Description of the confidence level of the final estimate
Budgeting
Definition: The process of establishing an approved cost baseline
Role: Determine the cost baseline against which project performance can be monitored and controlled
Occurs: Only once or at predefined points in the project
The project (total) budget includes all funds approved for execution of the project
The cost baseline is the approved project budget allocated by time period
Cost baseline includes contingency reserves but does not include management reserves
ITO - input and output tools
Historical information review
Review historical information to aid in parameter or analog estimation
Mainly refers to analog models or parametric models, which are used to predict costs.
The accuracy of the estimation model depends on three points
The historical information used to build the model is accurate
Parameters in the model are easy to quantify
Models can be adapted to work on large projects, small projects and various project phases
Funding limit balance
Balance capital expenditures against any limitations on project funding
If discrepancies between funding constraints and planned expenditures are discovered, the work's schedule may need to be adjusted to balance the level of funding expenditures
This can be achieved by adding mandatory dates to the project schedule
Financing
Financing refers to obtaining funds for a project
Long-term infrastructure, industrial and public services projects often seek external financing
If a project uses external funding, the funding entity may impose certain requirements that must be met
cost basis
Approved project budget that allocates funds by time period
Since the cost estimate in the cost baseline is linearly related to the schedule activity, the cost baseline can be allocated by time period to obtain an S-curve.
In earned value management technology, cost baseline is also called performance measurement baseline (PMB).
The base benchmark includes both projected spending and projected debt
The cost baseline does not include management reserves, and PM has no right to use management reserves.
Add management reserves to the cost baseline to obtain a total project budget
Project funding requirements
Determine total funding requirements and periodic (quarterly/annual) funding requirements based on cost baseline
Project capital investment/requirements are usually carried out in an incremental rather than continuous manner, so they appear in a ladder shape.
Total funding requirements equal the cost baseline plus management reserves, if any
cost summary
Develop communication plans to ensure timely and appropriate generation, collection, release, storage, access and final disposal of project information, and plan procurement content
Planning communication management
Definition: Develop appropriate methods and plans for project communication activities
Role: Prepare a written communication plan in order to provide relevant information to interested parties in a timely manner and guide stakeholders to effectively participate in the project
Occurrence: Regularly throughout the project
Determine the communication needs of stakeholders and define communication methods
Who communicates to whom; When; How
Ensure efficient and effective communication
ITO-Output Tool
Comparison of communication methods
Three ways of communication: words and pictures; tone and tone; movements, expressions, and eyes
Communication needs analysis-communication channel calculation
Communication channel=N(N-1)/2 N is the number of stakeholders
Is it increased or increased to
Pay attention to determining who communicates with whom and who receives what information
Best Practices: Communicate Priorities
communication model
Key elements: encoding, information and feedback, media, noise, decoding
Confirmation of message (receipt): The recipient indicates that it has received the message, but does not necessarily agree with the content of the message
Filtering: the unintentional loss of information that occurs when communicating between superiors and subordinates
Noise: external interference factors during communication
In communication, feedback can be achieved through active listening
The sender is responsible for the delivery of the information, ensuring the clarity and completeness of the information, and confirming that the information has been correctly understood
The receiving party is responsible for ensuring that the information is received in its entirety, understood correctly, and required to be notified of receipt or to respond appropriately.
Communication methods-three
Interactive: The most effective method of ensuring consensus on a specific topic among all participants (meetings, conference calls, video conferences, etc.)
Push: letters, memos, reports, emails, faxes, voicemails, press releases
Pull type: corporate intranet, electronic online courses, knowledge base, etc.
communication management plan
Describe how project communications will be planned, structured, executed and monitored to improve communication effectiveness (efficiency and results), including the following
Stakeholder communication needs
Information to be communicated, including: language, format, content, level of detail
Reasons for publishing relevant information
communication frequency
Communication techniques and methods
Resources arranged for communication
Problem escalation process: Escalation processes
General glossary
Communication constraints: legal, organizational, etc.
Templates for communication - meeting minutes, etc.
Planning Procurement Management
Definition: The process of recording project procurement decisions, clarifying procurement methods, and identifying potential sellers
Function: Determine whether to purchase, what to purchase, how to purchase, how much to purchase, and when to purchase
Occurrence: This process is performed only once or only at predefined points in the project
Procurement-related roles and responsibilities should be identified early in the planning procurement management process
Progress plan and procurement strategy are closely related and influence each other
Mitigating risk from two aspects: self-made purchasing decisions, contract types
Core Concepts of Project Procurement Management
Exam default answerer The project team acts as the buyer, while the seller comes from outside the project team.
The project manager does not have the authority to sign legal agreements that are binding on the organization and should be executed by personnel with relevant authority.
The project procurement management process revolves around agreements including contracts
The contract should clearly state expected deliverables and outcomes, including any transfer of knowledge from seller to buyer
No matter how detailed the contract provisions, culture and local laws have an impact on the contract and its enforceability - International Cooperation Project
Signing a contract transfers risk
During the contract life cycle, the seller is first the bidder, then the successful bidder, and then the contracted supplier or supplier.
Two types of purchasing
Decentralized Procurement: In smaller organizations or start-ups, and organizations that do not have a buying, contracting or procurement department, the project manager can have procurement authority and be able to negotiate and sign contracts directly
Centralized Procurement: In more mature organizations, dedicated departments carry out the actual procurement and contract signing work, i.e. procuring, negotiating and signing contracts
In most cases, the seller is an outside contractor bound by a formal contractual relationship
ITO - input and output tools
Data Analysis – Make or Buy Analysis
Homemade: In-house: done by the project team themselves, such as R&D
Outsourcing: external purchasing
Make or buy? if outsource, lease or buy
Measured as total budget: including direct costs or indirect costs such as maintenance costs
Common considerations for make-or-buy analysis
Supplier selection analysis
Lowest cost, exclusive source, qualifications only, fixed budget, based on quality or technical solution score, based on quality and cost
Procurement management plan - how to manage the procurement process from the preparation of procurement documents to the closing of the contract, including
How to coordinate procurement with other work on the project
Timetable for carrying out important procurement activities
Procurement metrics used to manage contracts
Procurement-related stakeholder roles and responsibilities
Constraints and assumptions that may affect procurement efforts
Whether an independent estimate needs to be prepared
Risk management matters, including requirements for performance bonds or insurance contracts
Proposed pre-qualified seller
Procurement strategy - After completing the make-or-buy analysis and deciding to purchase from external sources for the project, it is necessary to formulate a procurement strategy, including
Delivery method:
The delivery methods of professional service projects include: the buyer or service provider cannot/can subcontract, the buyer and the service provider establish a joint venture, the buyer or service provider only acts as a representative, etc.
Delivery methods for industrial or commercial construction projects include: turnkey, design-build DB, design-bid-build DBB, design-build-operate DBO, build-own-operate-transfer BOOT, etc.
Contract payment type:
Lump-sum contract: the type of work is predictable, the requirements are clear, and it is unlikely to change
Cost-Reimbursement Contracts: Work Evolves, Changes, and Is Not Clearly Defined
Incentive and Reward Fee Contracts: Aligning Buyer and Seller Goals
Procurement stage:
Procurement sequence/stage transition criteria/knowledge transfer requirements, etc.
Bidding Documents
Request for proposals from potential sellers
When the seller is selected primarily on the basis of price (for example, when purchasing a commercial standard product), the terms tender, tender or quotation are usually used.
The bidding document can be
Request for Information (RFI): The seller is required to provide more information about the goods and services to be purchased, followed by a Request for Quotation or Request for Proposal.
Request for Quotation RFQ: Use a Request for Quotation if you need more information from the supplier about how the need will be met and/or how much it will cost.
Request for Proposal RFP: Use a Request for Proposal when a problem arises in the project and the solution is difficult to determine. This is the most formal document and requires compliance with relevant procurement rules.
Procurement Statement of Work-SOW
Define only that part of the project scope that will be included in the relevant contract
Describe the products, services, or results to be purchased in sufficient detail to allow potential sellers to determine whether they have the ability to provide those products, services, or results
During the procurement process, the Statement of Work should be revised as necessary until it becomes part of the signed agreement
For the procurement of services, the term "TOR" may be used
Supplier selection criteria
These criteria are developed for the purpose of rating or scoring seller proposals
Criteria can be objective or subjective
If the purchase is readily available from many qualified sellers, selection criteria may be limited to price or other aspects
For international projects, the assessment criteria may also include “local content” requirements, such as having nationals among the proposed key staff.
There are many selection criteria, not necessarily limited to price (understanding of needs, technical capabilities, financial strength, enterprise size, etc.)
Make vs. buy decisions
Documented decisions regarding which products, services, or results need to be procured from outside the project organization, or which products, services, or results should be provided by the project team itself
Homemade: Internal Procurement Processes and Protocols
Outsourcing: Signing an agreement with a service provider
Decision recording and procurement management plan
Protect core technology, utilize mature technology, win-win cooperation, and reduce risks
independent cost estimate
For large purchases, the purchasing organization can prepare an independent estimate by itself or hire an external professional estimator to make a cost estimate and use it as a benchmark for evaluating the seller's quotation.
If there is a significant direct difference between the two, it may indicate
Procurement statement of work is flawed or unclear
Potential seller misunderstood or failed to fully respond to the procurement statement of work
Develop project management plan
Definition: Define, prepare and coordinate all sub-plans into a project management plan
Purpose: Produce a comprehensive document that establishes the basis for the project work and how it will be performed
Occurrence: It occurs only once or only at predefined points in the project
The project management plan mainly includes
Three project benchmarks: assessing project execution and managing project performance
Each sub-plan: defines "how to manage" to achieve goals and benchmarks
Can be said to be general or detailed, and the level of detail of each component depends on the requirements of the specific project
The formulation process requires progressive elaboration
Through the overall change control process, the project management plan will be updated and modified accordingly
ITO - input and output tools
Meeting
A project kick-off meeting usually marks the end of the planning phase and the beginning of the execution phase
The role of the meeting: communicate the project goals, obtain the team's commitment to the project, and clarify the roles and responsibilities of each stakeholder
Kickoff meetings may be held at different points in time, depending on the characteristics of the project
Small projects: Construction begins quickly after launch because the execution team is involved in the planning
Large projects: hold a kick-off meeting along with the relevant processes of the execution process group
Multi-phase projects: A kickoff meeting is usually held at the beginning of each phase
Project initiating meeting
Held at the end of the start-up phase, the main contents are:
Publish project charter
Appoint project manager
Empower PM to use organizational resources
Project kick-off meeting
After the plan is completed and before implementation, it is held. The main contents are:
Project team members know each other
Introduce project background and plan
Clarify responsibilities and gain commitment from members
instill confidence
project management plan
Project benchmark-3
scope baseline; schedule baseline; cost baseline
10 sub-plans
scope management plan; requirements management plan
schedule management plan; cost management plan
quality management plan; resource management plan
communication management plan; risk management plan
Procurement Management Plan; Stakeholder Engagement Plan
Other components
Change management plan, 2 configuration management plans
Governance structure, project life cycle, development methods, management review methods, etc.
project files
The planning process group generates the project management plan and project documents
Project files are files generated during the project
Project work performance domain
Overview
The project work performance domain involves activities and functions related to establishing project processes, managing physical resources, and creating a learning environment
Expected results
Efficient and effective project performance
A project process appropriate to the project and environment
Appropriate communication and engagement of stakeholders
Effectively manage physical resources
Effectively manage procurement
Improve team capabilities through continuous learning and process improvement
Core idea
This performance area involves carrying out project work and maintaining efficient and effective project performance to enable the project team to deliver expected deliverables and results
Special attention needs to be paid to data entry, system application, knowledge and management during project execution.
Pay special attention to managing project quality in real time during the process, not just through testing and inspection
Pay special attention to the ways and means of communicating with stakeholders during project execution and the use of tools for feedback on project status.
Specific links
Role: 1) Efficient and effective project performance 2) Ensure that all aspects of the project execution process are comprehensively thought through and in place 3) Ensure that deliverables are output and knowledge is transferred at the same time
Management quality
Definition: Apply the organization's quality policy to the project and convert the project management plan into executable quality activities
Role: Improves the likelihood of achieving project goals and identifies ineffective processes and causes of poor quality
Occurrence: Conducted throughout the project
Managing quality is sometimes called "quality assurance," but "managing quality" is defined more broadly than "quality assurance" because it can be used for non-project work.
Managing quality includes all quality assurance efforts and is also related to product design and process improvement
The work of managing quality belongs to the consistency work in the quality cost framework
Managing quality is the shared responsibility of everyone: the project manager, the project team, the project sponsor, the management of the executing organization, and even the customer
In agile projects, quality management throughout the project is performed by all team members; in traditional projects, quality management is usually the responsibility of specific team members.
The role of the management quality process:
Make quality products
build confidence
Meet specific needs and expectations
Audit quality requirements and quality control measurement results - ensure reasonable standards are used
Improve production processes - improve the efficiency and effectiveness of processes and activities, achieve better results and performance, and increase stakeholder satisfaction
ITO - input and output tools
Data performance
cause and effect diagram
Also known as fishbone diagram, Ishikawa diagram, ISHIWAKA diagram
Visually display how various factors are related to potential problems or results to identify the root cause of the problem
Used to find out the non-random causes of special deviations in control charts to eliminate special deviations
Cause and effect diagrams can also be used for risk identification - identifying the causes of risks
The 5Why method can also be used to find the root cause of the problem
Histogram
Concept: describe central tendency, degree of dispersion, shape of statistical distribution
Use numbers and relative heights of columns to visually indicate the most common causes of problems, regardless of time factors - non-process monitoring
Example: The horizontal axis is the various causes of the problem, and the vertical axis is the number of occurrences of each cause.
Pareto chart
Special histograms, sorted by frequency of occurrence, showing how many defects were caused by each identified cause
The 80/20 principle, the purpose of sequencing is to take corrective measures in a focused manner
Sort in descending order, covering 100% of observable results
Project teams address the causes of the most defects first
Keywords: sorting, most important
Scatter plot
Also known as correlation diagram
Show the relationship between two variables
Find the common cause of problems with two variables
Need to plot the dependent and independent variables on the scatter plot
The closer the data points are to the diagonal, the closer the relationship between the two variables
Correlation: Positive proportion - positive correlation, negative proportion - negative correlation, absence - zero correlation
(Quality) Audit
independent structured review
Typically conducted by a team external to the project, such as the organization's internal audit department, the project management office (PMO), or an internal or external auditor of the organization
Verify that project activities comply with organizational and project policies
effect:
Identify all or ongoing good and best practices
Identify any irregularities, gaps and deficiencies
Share good practices from similar projects within your organization and/or industry
Proactively provide assistance to improve process execution to help the team become more productive
Emphasize that each audit should contribute to the accumulation of the organization’s knowledge base of lessons learned
Quality audits also confirm approved change requests
problem solved
Discover solutions to problems or challenges
It includes gathering additional information, critical thinking, creative, quantitative and/or logical solutions
Effective and systematic problem solving is an essential element of managing quality and quality improvement
Problems may be discovered during a quality control process or quality audit, or they may be related to a process or deliverable
Using a structured problem-solving approach can help eliminate problems and develop long-lasting solutions
Problem solving methods typically include the following elements
definition problem
Identify root cause
Generate possible solutions
Execute solution
Verify the effectiveness of the solution
quality improvement methods
Quality improvement can be carried out based on the findings and suggestions of the quality control process, the findings of the quality audit, or the problem solving of the management quality process
Plan-Do-Check-Act PDCA, and Six Sigma are the two quality improvement tools most commonly used to analyze and evaluate improvement opportunities
quality report
May be graphics, data, or qualitative documents
It contains information that helps other processes and departments take corrective actions to achieve project management expectations
The information in the quality report can include quality management issues reported by the team, improvement suggestions for processes, projects and products, corrective action suggestions (including rework, defect/loophole remediation, 100% inspection, etc.), as well as information on situations discovered during the quality control process. Overview
Implement procurement
Definition: The process of obtaining seller responses, selecting the seller, and awarding the contract
Role: Select a qualified seller and sign a legal agreement regarding the delivery of goods or services
Occurrence: Periodically throughout the project as needed
ITO - input and output tools
Procurement documents
Various written documents used to reach legal agreements, which may include older documents from before the start of the current project
Can include: bidding documents/procurement statement of work/independent cost estimate/supplier selection annotation
seller proposal
The proposal prepared by the seller in response to the procurement package is a basic set of information - the bid
If the seller will submit a price proposal, it is best to ask them to keep the price proposal separate from the technical proposal
bidders meeting
Also known as: contractor meeting/supplier meeting/pre-bid meeting
A meeting between a buyer and a potential seller before the seller submits a proposal
Ensure that all sellers have a clear and common understanding of the purchase
Answers to questions may be incorporated into procurement documents as a supplement
All potential sellers should be treated equally
NOTE: Make sure all questions and answers are in writing and in the hands of all sellers
Proposal evaluation technology-Supplier factor weighted evaluation method
Interpersonal Relations and Skills-Negotiation
Common negotiation skills
white face red face
Limited license
Missing Man
deadline
put off
fait accompli
Thinking: Is the project manager the lead negotiator in procurement negotiations?
Technical, quality and management requirements
selected seller
The selected sellers are those sellers who are deemed competitive based on the evaluation of proposals or bids and have agreed upon a draft contract with the buyer (which, upon award, becomes a formal contract)
For more complex, high-value and high-risk procurement, approval by the organization's senior management will be required before the contract is awarded.
protocol
Depending on the field, the agreement may become a contract of understanding, a subcontract or a purchase order
A contract is an agreement that is binding on both parties
Agreement documents may include
Statement of work or deliverable description; progress baselines; performance reports; pricing and payment terms; inspection, quality and acceptance criteria; warranties and subsequent product support; inspection and acceptance criteria; change request processing; contract termination and alternative dispute resolution
ADR methods can be determined in advance as part of the procurement contract award
type of contract
Fixed-price contracts
Overview
Set a total price for the purchase of a given product or service
The seller must perform the total price contract in accordance with the law, otherwise it will bear corresponding liability for breach of contract.
Although scope changes are allowed, scope changes often result in an increase in the contract price
A lump sum contract has the least risk for the buyer. If a lump sum contract is signed, the seller is particularly concerned about changes in scope.
FFP firm Fixed price contracts
If the buyer likes it, the price will be fixed and cannot be changed unless the scope is changed.
Any increased costs resulting from poor performance of the contract will be borne by the seller
The buyer needs to provide the exact scope when signing the contract
Scope changes are very costly
FPIF fixed price incentive fee contracts
Take into account the interests of the seller and provide financial rewards for achieving set goals
Target Cost: What the project is expected to cost
Target profit: the profit available at the target cost
Cost sharing ratio: Taking the target cost as the benchmark point, the business and the contractor share the proportion paid for cost overruns or cost savings. The buyer is larger and the seller is smaller.
Actual Cost: The actual cost spent
Actual profit: the profit obtained under actual costs, which can be higher/lower than the target profit
Price ceiling: The highest contract price a buyer can pay. Even if the seller's actual cost exceeds this amount, the owner only pays the maximum price, and the contractor must bear all losses.
target price = target cost target profit
PTA: Overall Assumption Point/Estimated Contract
Total price: refers to the actual cost spent by the seller when paying the maximum price for the house.
The meaning of PTA: If the seller's cost is higher than the PTA, then the part of the cost that exceeds the PTA will be borne by the seller independently, and will not be divided according to the sharing ratio, so the seller's profit will decrease rapidly.
In actual operation, you can set the maximum price first or the PTA first.
Actual profit: target profit (target cost – actual cost) * seller’s proportion
Maximum price: (target cost target profit) (PTA-target cost) * buyer sharing ratio
PTA: (maximum price - target price)/buyer sharing ratio target cost
FP-EPA fixed price with economic price adjustment Contracts
This contract type should be used if the seller's performance needs to span a long period of time - several years, or if multiple long-term relationships need to be maintained between the buyer and the seller.
Allows for final adjustments to the contract price in a predetermined manner based on changes in conditions (such as inflation, increases or decreases in the cost of certain specialty products)
Trying to protect buyers and sellers from outside circumstances beyond their control
cost reimbursement contract
Overview
Actual cost plus a fee as seller's profit
Scope of application: unclear scope, changing scope, high risk, relatively complex
Cost Plus Fixed Fee Contract-CPFF
Release cost to seller Fixed fee
Fixed fee is a percentage of estimated cost
Cost Plus Incentive Fee-CPIF
Similar to the total price plus incentive fees, the difference is that there is no maximum price limit
The profit calculation formula is the same as that of the total price plus incentive contract.
Profit highest fee, lowest fee
Total contract price = time cost time profit
Actual profit = target profit (target cost – actual cost) * seller’s proportion
Cost Plus Incentive Fee - CPAF
Pay most of the fees to the seller when the subjective requirements are met
The incentive fee is determined entirely by the buyer based on his or her own subjective judgment of the seller's performance, and the seller generally has no right to appeal
Cost Percent Contract-CPPC
The buyer compensates the seller for the actual costs incurred by the seller in implementing the contract work, and pays the seller a predetermined percentage based on the actual costs, mainly profits.
Release actual costs to seller
Fee is a percentage of actual cost
Work and materials contract-T&M
A hybrid contract that combines some features of a cost compensation contract and a lump sum contract
Uncertain scope/add staff/hire experts and seek other external support
The total contract price changes due to cost increases
Fixed unit price, such as the hourly rate of a senior engineer or the unit rate of a certain material
Management communication direction
Definition: The process of ensuring the timely and appropriate collection, generation, dissemination, storage, retrieval, management, supervision, and final disposition of project information
Role: Promote effective information flow between the project team and stakeholders
Occurrence: Conducted throughout the project
Consider using appropriate technologies, methods and techniques when performing communications
ITO - input and output tools
Project report conference
Project report publishing is the act of collecting and publishing project information
Disseminate project information to numerous stakeholder groups
The appropriate level, format, and detail of project information release should be tailored to each stakeholder
Report formats vary from simple communications to detailed customized reports and presentations
Information can be prepared on a regular basis or on an exception basis
While work performance reports are the output of the Monitoring Project process, this process produces ad hoc reports, project presentations, blogs, and other types of information
Project communication record
Project communication artifacts may include, but are not limited to: performance reports, deliverable status, schedule progress, costs incurred, demonstrations, and other information required by stakeholders
Information urgency, delivery method, and confidentiality level will all affect project communication
During the project, the information collected and generated is distributed and stored according to the communication management plan using the project management information system PMIS to promote effective information flow between the project team and stakeholders.
The project manager should ensure that updates to project information are up-to-date and available to all stakeholders
When communicating with stakeholders, push communication should be used with caution. It will hinder the project manager from interpreting the stakeholders' reactions and participation, while pull communication can indirectly detect the concerns of the stakeholders.
Interactive communication involves exchanging information with one or more stakeholders. Agile projects must make full use of information emission sources, such as Kanban Boards, task boards, burndown charts, burn-up charts, etc., to meet the information needs of stakeholders.
Managing project knowledge
Definition: The process of using existing knowledge and generating new knowledge to achieve project goals and assist in the organizational learning process
effect
Leverage existing organizational knowledge to create or improve project outcomes
Make the knowledge created by current projects available to support organizational operations and future projects or phases
When it happens: This process needs to be carried out throughout the project
Knowledge is divided into explicit knowledge and implicit knowledge: beliefs, insights, experiences, etc.
Knowledge management aims to reuse existing knowledge and generate new knowledge
The most important part of knowledge management is to create an atmosphere of project trust and encourage people to share knowledge or pay attention to other people's knowledge.
ITO - input and output tools
knowledge management
Tools and techniques include, but are not limited to
Interpersonal interactions, including informal and online social interactions
Communities of practice and special interest groups
Conferences include interactive virtual meetings using communications technology
Work following and following guidance
Discussion forums such as focus groups
Knowledge sharing activities such as lectures and conferences
Workshops, including problem-solving sessions and lessons-learned sessions
tell a story
Creativity and Idea Management Techniques
Knowledge Exhibition and Café
interactive training
All of these tools and techniques can be applied in person and/or virtually
Face-to-face interaction is best for building the trusting relationships required for knowledge management
Once trust is established, virtual interactions can be used to maintain it
Lessons Learned Register
Descriptions of situations and categories that can be included, along with implications, recommendations, and courses of action related to the situation
May document challenges, issues encountered, risks and opportunities perceived, or other content as applicable
Created early in the project, it can be used as an input to many processes throughout the project, and can also be continuously updated as an output.
Individuals and teams involved in the work are also involved in documenting lessons learned
Knowledge can be recorded through video, pictures, audio or other suitable means to ensure effective absorption of lessons learned
At the end of the project or phase, the relevant information is included in the lessons learned knowledge base and becomes part of the organizational process assets.
Direct and manage project work
Definition: Execution of changes approved by the project management plan to achieve project objectives
Role: Provide comprehensive management of project work and improve the possibility of project results
When it happens: This process needs to be carried out throughout the project
The project manager works with the project management team to guide the implementation of planned project activities and manage various technical and organizational interfaces within the project
During project execution, work performance data needs to be collected as input to the monitoring team
ITO - input and output tools
(Approved) Change Request
A change request is a formal proposal to modify any official document, deliverable, or baseline
It can be said to be direct or indirect, it can be said to be raised externally or internally.
Can be optional or mandatory by legal contract, but must be formal
May be reviewed and approved by the project manager and, if necessary, by the Change Control Board (CCB)
When the baseline changes, the change is implemented for the present and future, past data does not change, and the seriousness of the baseline is maintained.
include:
Corrective Action: Purposeful activities undertaken to bring project work performance back into compliance with the project management plan
Preventive Action: Purposeful activities performed to ensure that the future performance of project work is consistent with the project management plan
Defect Remediation: Purposeful activities to correct inconsistent products or product components
Update: A change to a formally controlled project document or plan, etc., to reflect modified or added comments or content
project management information system
part of business environment factors
Provide information technology IT software tools, as well as interfaces to other online automation systems such as company knowledge bases
Automated tools can be provided to facilitate project management
Automatic collection and reporting of key performance indicators
Key Performance Indicator Method KPI
Deliverables
Any unique and verifiable result that must be achieved when a process, phase, or project is completed
Also includes project management plan
Once the first version of the deliverable is completed, change control should be implemented using configuration management tools and procedures to support multiple version control.
3 deliverable statuses
Verify deliverables: control quality
Acceptance of deliverables: Confirm scope
Handover deliverable: closing a project or phase
Clue: Deliverables -> Verified deliverables -> Accepted deliverables -> Final deliverable handover
job performance data
include
completed work
Actual cost/schedule status
Key performance indicators
Number of change requests, etc.
First-hand information collected during project work
Clues: Job performance data (execution) - job performance information (monitoring) - job performance reports
Problem log
Issues can be considered to be risks that have occurred and require ongoing monitoring
The issue log is a project document that records and follows up on all issues
The issue log should be updated with monitoring activities throughout the project life cycle
include
question type
Who raised the question and when
Problem Description
Problem priority
Who is responsible for solving the problem?
target resolution date
Problem status
final resolution
Measure performance domain
Overview
The Measure Performance domain involves activities and functions related to evaluating project performance and taking appropriate actions to maintain acceptable performance
Expected results
Develop a reliable understanding of project status
Actionable data to drive decision-making
Take timely action to keep project performance on track
Make informed and timely decisions based on reliable forecasts and assessments to achieve goals and generate business value
Core idea
The Measurement Performance domain evaluates the extent to which the work completed in the Delivery Performance domain meets the metrics identified in the Planning Performance domain
Metrics: A description of a project or product attribute and how it is measured
Baseline: An approved version of the work product used as a basis for comparison to actual results
Dashboard: A set of charts and graphs that shows progress or performance relative to a project's important metrics
Key performance indicators are divided into: leading indicators and lagging indicators.
Lead indicators: Can be used to predict changes or trends in a project. If a change or trend is unfavorable, the project team will evaluate the root cause of the advance metric measurement and take action to reverse the trend. In this way, lead indicators can reduce a project's performance risk by identifying possible performance deviations before they exceed tolerance thresholds
Lead metrics can be quantified, such as project size or the number of items in progress on a backlog. Other advance indicators are more difficult to quantify, but they can provide early warning signs of potential problems. Stakeholders not present or involved, or project success criteria poorly defined, are examples of early indicators that project performance may be at risk.
Lagging indicator: A measurable project deliverable or event. They provide information after the fact. Lagging indicators reflect past performance or conditions. Lagging indicators are easier to measure than leading indicators. Examples include the number of deliverables completed, schedule or cost variance, and the number of resources consumed
Measurement indicators must comply with the SMART principles, that is: specific, measurable (or meaningful), achievable, relevant to the goal, and timely
Performance measurement can be performed on various dimensions such as deliverables and stakeholders, such as: deliverable qualification rate, stakeholder net promoter score, sentiment map, etc.
Net Promoter Score (NPS): It measures the extent to which stakeholders are willing to recommend a product or service to others. It is measured from -100 to 100. A high Net Promoter Score not only measures satisfaction with a brand, product or service, it is also an indicator of customer loyalty
Emotion map: You can track the emotions or reactions of a group of very important stakeholders (project team). At the end of each day, project team members can express their mood using colors, numbers, or emojis. Tracking project team sentiment or the sentiment of individual team members can help identify potential issues and areas for improvement
Specific links
Purpose
Develop a reliable understanding of project status
Take appropriate and timely actions to keep project performance on track
Develop a reliable understanding of project status
Take appropriate and timely actions to keep project performance on track
Control range
Definition: Monitor scope status, maintain scope baseline, manage scope changes
Role: Maintain the scope baseline throughout the project
Occurrence: ongoing throughout the project
Uncontrolled expansion of product or project scope (without corresponding adjustments for events, costs, and resources) is called scope creep
Change is inevitable and every project must enforce some level of change control
ITO - input and output tools
control progress
Definition: Monitor status, update progress, manage changes
Role: Maintain the schedule baseline throughout the project
Occurrence: Conducted throughout the project
content:
Determine the current status of project progress
Influence factors that cause schedule changes
Determine if progress changes have occurred
Manage changes as they occur
If you adopt agile methods, you should pay attention to the following when controlling progress:
Determine the current status of project progress by comparing the total amount of work delivered and accepted in the previous time period to the estimated amount of work completed
Conduct retrospective reviews (regular reviews to record lessons learned) in order to correct and improve the process, if necessary
Re-prioritize remaining work plan (backlog items)
Determine the speed at which deliverables can be generated, verified, and accepted within each iteration (the agreed-upon work cycle duration, typically two weeks or one month)
Confirm that the project schedule has changed
Manage changes as they actually occur
ITO - input and output tools
Iterative burndown chart
Control costs
Definition: The process of monitoring project status to update project budgets and manage changes to cost baselines
Role: Maintain the cost baseline throughout the project
Occurrence: Conducted throughout the project
In cost control, emphasis should be placed on analyzing the relationship between project capital expenditures and the corresponding completed physical work.
The key to effective cost control is the management of approved performance benchmarks and changes to them
In project cost control, try to understand the causes of positive and negative deviations
ITO - input and output tools
data analysis
Thinking: What is the core of cost control?
Spend less money and the work is not done?
Money goes by more slowly and work gets done faster?
How to consider completion efficiency and telephone expenses together
Banana illustration
Earned Value Analysis EVA: Earned Value Analysis
A commonly used performance measurement method
Consider project scope, cost and schedule metrics comprehensively
Suitable for any project in any industry, for every work package and control account
Calculate and detect the following three key indicators
Plan value PV
Earned value EV
Time cost AC
data representation
EVA earned value analysis basic formula
CV Cost Variance Cost Variance : CV=EV-AC
SV Schedule Variance: SV=EV-PV
CPICost Performacne Index:CPI=EV/AC
SPI Schedule Performance Index: SPI=EV/PV
Earned value, greater than 1 is good
SV/CV analysis
Forecasting - basic formula
Estimate at completion: existing costs plus new estimate of remaining work
Based on atypical estimates: previous deviations were accidental and will proceed as planned
Complete future work at the current CPI
SPI and CPI affect future work at the same time
Completion Variance
Performance index to completion - basic formula
BAC-based TCPI formula
EAC-based TCPI formula
Control quality
Definition: Monitoring and recording the results of quality management activities in order to evaluate performance and ensure that project output is complete, correct and meets customer expectations.
Role: Verify that project deliverables and work have met the quality requirements of key stakeholders and are available for final acceptance
Occurrence: Conducted throughout the project
The control quality process determines whether project outputs meet their intended purpose by meeting all usage standards, requirements, regulations, and specifications
The purpose of the control quality process is to measure the completeness, conformity and suitability of a product or service prior to user acceptance and final delivery
The level of effort and execution required to control quality may vary depending on the industry and project management style
ITO - input and output tools
data collection
ChecklistsChecklists
structured tools
for quality control processes
Based on the different requirements and practices of the project, it can be simple or complex
Acceptance criteria in the scope baseline should be covered
Checklist may not be comprehensive enough
check sheetscheck sheets
Also called tally sheets
Record results in real time
Use some patterns and symbols to express the verification results
Efficiently collect useful data on potential quality issues
Good at collecting attribute data
Checklist Pareto Chart
statistical sampling
Key: Determine the frequency and scale of sampling, and select samples that can represent the overall situation
Thinking: The biggest benefit: Is it cost saving?
Usage scenarios: many samples, probability statistics
Testing/Product Evaluation
Testing is an organized, structured investigation designed to provide objective information about the quality of the product or service being tested based on project needs
The goal of testing is to find errors, defects, loopholes or other non-conformities in a product or service
The type, amount, and extent of testing used to evaluate each requirement is part of the project quality plan and depends on the nature of the project, time, budget, or other constraints
Testing can occur throughout the project, as different components of the project become available, or at the end of the project when the final deliverables are delivered
Early testing helps identify non-compliance issues and helps reduce the cost of patching non-compliant components
Different application areas require different tests
Software project testing: unit testing, integration testing, black box testing, white box testing, interface testing, regression testing, alpha testing
Testing on construction projects: cement strength tests, concrete workability tests, non-destructive tests at construction sites designed to test the quality of hardened concrete structures, soil experiments
Hardware development testing: environmental stress screening, aging testing, system testing, etc.
Data Representation-Control Chart
Six Sigma
Eight Discrimination Principles
One or several points exceed the control limit
7 or more consecutive points on the same side of the center line, the new standard is 9 points
7 consecutive points showing an upward or downward trend, the new standard is 6 points
Adjacent points alternately go up and down among 14 consecutive points.
3 out of 3 consecutive points fall outside area B on the same side of the center line
4 out of 5 consecutive points fall outside area C on the same side of the center line
15 consecutive points fall in area C on both sides of the center line
8 consecutive points fall on both sides of the center line and none of them are in area C
main effect
Control charts are used to determine whether a process is stable
Does it have predictable performance?
Specific functions
Find out when special-cause changes occurred that caused the process to get out of control
Evaluate whether process changes have achieved the expected improvements
Remind people to identify problems and take action while there is still time to fix them
two pairs of concepts
Upper and lower specification limits: reflect the allowable maximum and minimum values and are formulated based on protocol requirements
Upper and lower control limits: reflect the point at which corrective action must be taken and are set by the project manager and stakeholders
Experience summary
Control limits are usually set at - sigma
Abnormality outside the control line
7-point principle (7 points on the same side, or 7 points on the same trend, the process is considered abnormal and needs to be corrected)
When a process is considered to be in control, adjustments should not be made and quality improvements can be made
Control resources
Definition: The process of ensuring that physical resources are allocated to projects as planned, that actual resource usage is monitored according to the resource usage plan, and that necessary corrective actions are taken
Role: Ensure that allocated resources are available for the project in a timely manner and are released when no longer needed
When it occurs: The Control Resources process should be conducted continuously during all project phases and throughout the project life cycle
ITO - input and output tools
Control purchasing
Definition: The process of managing purchasing relationships, monitoring contract performance, implementing necessary changes and corrections, and closing contracts
Role: Ensure that buyers and sellers fulfill legal agreements and meet project needs
Occurs: As needed throughout the project
The quality of controls, including the independence and credibility of procurement audits, is a key determinant of procurement system reliability - Ethics
In controlling the procurement process, financial management is required, including monitoring payments to sellers
Ensure there is a strong relationship between payment to the seller and the amount of work actually completed by the seller
Before the conclusion of the contract, if both parties reach a consensus, the agreement can be modified according to the change control clause in the agreement - written record
ITO - input and output tools
Claims management
Disputed changes are also called claims
If not properly resolved, they can become disputes and eventually lead to grievances
Claims should be recorded, processed, monitored and managed in accordance with the contract
Judgment is the preferred method of resolving all claims and disputes
If it cannot be resolved by itself, it needs to be handled in accordance with the alternative dispute resolution procedure stipulated in the contract.
audit
A procurement audit is a structured review of all procurement processes, from the procurement process to the controls
Rights and obligations related to auditing should be clearly defined in the procurement contract
Both the buyer's project manager and the seller's project manager should pay attention to the audit results so that necessary adjustments can be made to the project
closed purchase
Formal written notice from the buyer (usually by the authorized procurement administrator) to the seller that the contract has been completed
A request for formal procurement closeout, usually defined in the contract terms and conditions and included in the procurement management plan
Supervise communication
The process of ensuring that the information needs of the project and its stakeholders are met
Role: Optimize the information transfer process according to the requirements of the communication management plan and stakeholder participation plan
Occurrence: Conducted throughout the project
Supervisory communications may lead to re-planning communications/management communications
Ensure effective and efficient communication: only notify individuals affected by the change
ITO - input and output tools
Monitor project work
Definition: The process of tracking, reviewing, and reporting project progress to achieve the performance objectives identified in the project management plan
Function: Let stakeholders understand the current status of the project, any actions to manage performance, and make cost and schedule predictions to help stakeholders understand the future status.
When it happens: This process needs to be carried out throughout the project
ITO - input and output tools
job performance report
Physical objects/documents developed without making decisions, taking actions, or attracting attention
Send work performance reports to project stakeholders through the communication process according to the project management plan
Examples of job performance reports include: status reports and progress reports
include
Status Report-Semaphore Diagram
memorandum
Forecast information
Recommendations
Situation updates/progress reports etc.
Common ways to display information
dash board
Information emission source
Visual management dashboard
Implement holistic change control
Definition: The process of reviewing all change requests, approving changes, managing changes to deliverables, organizational process assets, project documents, and project management plans, and communicating the results of the changes
Role: Ensure a comprehensive review of documented changes in the project
Occurrence: Conducted throughout the project
Changes do not need to be formally controlled by the Implementation Integrated Change Control process until the baseline is established. Once the project baseline is established, change requests must be processed through this process
The overall change control process is implemented throughout the project, and the project manager bears the ultimate responsibility for this
Ensure only approved changes are implemented
ITO - input and output tools
The output mainly highlights the status of the change request added, which may also be disapproved
Change decisions emphasize timeliness
Each documented change request must be approved, deferred, or denied by a responsible person, usually the project sponsor or project manager
When necessary, the Change Control Board (CCB) will carry out the overall change control process.
Change Control Board (CCB): A formal group of stakeholders responsible for reviewing, evaluating, approving, deferring or rejecting project changes
Changes usually need to be confirmed with the sponsor and customer unless they are included in the CCB
By default, PMI organizations must have CCB
Meeting
Change control meetings can be understood as meetings held by CCB-Change Control Meetings
PM can speak to CCB members, but not director
Assessing the impact of changes is a fundamental part of meetings
Alternatives to the requested changes may also be discussed and proposed at the meeting
CCB’s decisions should be documented and communicated to relevant stakeholders so that they can be informed and take follow-up actions.
change control procedures
Change Control Procedure - Simplified Version
Confirm scope
Definition: The process of formal acceptance of a project’s completed deliverables
Function: Make the acceptance process objective, confirm that the deliverables bring business value, meet project goals, and meet the expected use needs of stakeholders
Occurrence: Periodically throughout the project as needed
Validation scope includes reviewing verified deliverables with the client sponsor to ensure that the deliverables have been satisfactorily completed and have received formal acceptance from the client and sponsor
The difference between confirming scope and controlling quality
Confirmation scope: Acceptance of deliverables
Control quality: whether the deliverables are correct and meet quality requirements
Quality control is usually carried out before the scope of verification, but can also be carried out at the same time.
ITO - input and output tools
Requirements Tracking Matrix
Two monitoring processes for scope management, no more and no less.
Inspection
Sometimes called: review, product review, audit, walkthtoughs
End project or phase
Definition: The process of closing all activities of a project, phase, or contract
Role: Archive project or phase information, complete planned work, and release organizational team resources to start new work
Occurs: Only once or only at predefined points in the project
Achievement transfer, experience summary, documentation/review, resource dismissal
The project manager needs to review closing information from previous phases to ensure that all project work has been completed and that project objectives have been achieved
Conduct post-project or end-of-phase evaluations
Document the impact of any process of cropping
If the project is terminated early, procedures need to be in place to investigate and document the reasons for early termination and to document the level of project execution. The project manager needs to guide all parties involved in this process.
ITO - input and output tools
Closing procedures
final report
Summarize project performance, including the following information
Overview of the project or phase
Scope, quality, cost, schedule goals, completion status and reasons for deviations
The final product, service or result achieves the expected benefits
An overview and extent of how the final product, service or result will meet the business needs stated in the business plan
An overview of risks or issues that occurred during the project and their resolution
uncertainty performance domain
Overview
The uncertainty performance domain involves activities and functions related to risk and uncertainty
Expected results
Understand the operating environment of the project, including but not limited to technical, social, political, market and economic environments
Actively explore and cope with uncertainty
Understand the interdependencies between multiple variables in a project
Ability to anticipate threats and opportunities and understand the consequences of problems
Project interactions are rarely or not negatively affected by unforeseen events or circumstances
Take advantage of opportunities to improve project performance and outcomes
Effectively utilize cost and schedule reserves to align with project goals
Core idea
Specific interpretation of the UVCA era
Uncertainty: Lack of understanding and awareness of a problem, event, path to follow, or solution to pursue
Ambiguity: A state that is unclear, difficult to identify the cause of an event, or has multiple options to choose from
Complexity: Characteristics of a program, project, or its environment that are difficult to manage due to human behavior, system behavior, and ambiguity
Volatility Volatility: the potential for rapid and unpredictable change
Cynefin Framework - Cynefin Framework
The Cynefin Framework was created in 1999 by Welsh scholar Dave Snowden when he was working at IBM. This framework is used to explain what solutions are suitable under what circumstances. It is a methodology to help decision-making.
There are five domains
Clear/Simple: The cause and effect relationships in this domain are evident through: Sense-Categorise-Respond and we are able to apply best practices
Complex: The cause-and-effect relationships in this domain require analysis, or some other form of investigation and/or application of expertise through Sense-Analyze-Respond, and we are able to apply good practices
Complex: Causality in this domain can only be sensed from recall, not money, through Probe-Sense-Respond, we can sense emergent parctice
Chaos: There is no system-level cause-and-effect relationship in this domain. The approach is Act-Sense-Respond, and we can discover novel practices.
Disorder/Disorder: It is unclear what kind of cause-and-effect relationships exist in this domain. In this state, people will revert to their own comfortable domain to make decisions. The Kennefin Framework has sub-domains to remind us that complacency will lead to failure.
Three types of risks
Specific links
effect:
The goal of project risk management is to increase the probability and impact of positive project events and reduce the probability and impact of negative project events.
planning risk management
Definition: A process that describes how to implement risk management activities for a project
Role 1: Ensure that the degree of risk management, risk size and importance of the project match
Role 2: Arrange resources and time for risk management activities themselves and lay a common foundation for risk assessment
Occurs only once or only at predefined points in the project
The planning risk management process should begin during the project conception phase and be completed early in the project planning phase
ITO - input and output tools
risk management plan
Definition: Describe how project risk management activities will be organized and implemented
Includes: risk management strategy; methodology; roles and responsibilities; budget; timing; risk category RBS; stakeholder risk appetite; definition of risk probability and impact; probability impact matrix; reporting format; tracking (frequency and when to track)
Does not include responses to a specific risk
The risk register is not an integral part of the risk management plan
Risk breakdown structure-RBS
RBS is a hierarchical structure that arranges the approximate risks of identified projects by risk categories and subcategories. It is used to display the areas and causes of potential risks. It can be generated simultaneously with the risk management plan and continuously improved.
Identify risks
Definition: Risk identification is the process of identifying the sources of individual project risks and overall project risks, and recording risk characteristics.
Function: 1. Record individual risks and overall risks, 2. Gather information to deal with identified risks
Occurrence: Conducted throughout the project
Encourage all project stakeholders to participate in the identification of individual project risks
A unified risk description format should be used to describe risks and record single project risks
Risk owners can be designated for individual project risks during the risk identification process, pending confirmation through the qualitative risk analysis process
Identifying risks is an iterative process that is repeated during the project
ITO - input and output tools
data collection
Brainstorming
Face to face, a bit fast, the shortcomings may not be objective
Delphi
Back to back, experts are anonymous, advantages are objective, disadvantages: many rounds, slow
Involve experts to participate in prediction and judgment, and make full use of their experience and knowledge
The use of anonymous or back-to-back methods allows each expert to make his or her own judgment independently and freely.
There are several rounds of feedback in the forecasting process, so that the opinions of experts gradually converge, and the final round of results is the most effective.
These characteristics make it the most effective judgment and prediction method
Interview
Involvement of experienced experts helps collect risks
Checklist
An organization may develop a checklist based on its own completed projects, or it may adopt a generic risk checklist for a specific industry
Simple and easy to use, but it cannot exhaust all risks
data analysis
Assumptions and constraints analysis
Carry out analysis of assumptions and constraints, explore the effectiveness of assumptions and constraints, and determine which of them will cause project risks
Threats can be identified from assumptions that are uncertain, unstable, inconsistent or incomplete
Opportunities are created by removing or relaxing constraints that affect project or process execution
SWOT analysis
Two functions:
1. Consider risks more comprehensively
2. Examine the extent to which strengths can withstand threats and opportunities can withstand disadvantages.
Tip list
A forecast list of risk categories that may give rise to individual project risks and that may be a source of overall project risk
Can be used as a framework to assist project teams in developing ideas
The risk analogies at the bottom of the project breakdown structure can be used as a checklist to identify individual project risks.
Certain common strategic frameworks are more suitable for identifying sources of overall project risk
PESTLE: Politics, Economics, Society, Technology, Law, Environment
TECOP: Technology, Environment, Business, Operations, Politics
VUCA: variability, uncertainty, complexity, ambiguity
risk register
The risk register is a project document
Preparation begins with the risk identification process and is then used by other risk management processes and project management processes
Continuous improvement
At the end of the risk identification process, the risk register contains
List of identified risks
Potential risk holders. If a potential risk holder has been identified during the risk identification process, the holder will be recorded in the risk register and will then be confirmed by performing a qualitative risk analysis process
List of potential countermeasures: known - known risks
risk report
Analysis report relative to risk register
Provides information on overall project risks, as well as overview information on identified individual project risks
The preparation of risk reports is a progressive process
The content of the risk report may include:
Sources of overall project risk: Describe which are the most important drivers of overall project risk exposure
Overview information on identified individual project risks: including the number of identified threats and opportunities, distribution of risks among risk categories, measurement indicators and development trends, etc.
Conduct qualitative risk analysis
Definition: Assess the probability and impact of individual project risks, and prioritize risks
Role: Focus on high-priority risks
Occurrence: Conducted throughout the project
Provide a basis for subsequent risk management activities
The subjective nature of this assessment requires recognizing and managing the attitudes to risk of key participants in the process
Identifying and correcting biases is an important task for facilitators
This process identifies owners for each risk so that they are responsible for planning the risk response and ensuring that the response is implemented
In an agile development environment, a qualitative risk analysis process is typically performed before each iteration.
ITO - input and output tools
data analysis
Probability and impact assessment
A risk probability assessment is designed to investigate the likelihood that each specific risk will occur
A risk impact assessment investigates the potential impact of a risk on project objectives (schedule, cost, quality or performance)
Potential impact, which may be good or bad
Risk: positive risk-opportunity/negative risk-threat
Through interviews or meetings, assess the probability level of each risk and the impact on each objective
Assessment of other risk parameters
Data performance
Risk probability and impact matrix
Prioritize risks
The matrix divides risks into low, medium and high risks
Dark gray (highest value) areas represent high risk,
Medium gray (minimum value) areas represent low risk
Light gray (values between maximum and minimum) areas represent medium risk
hierarchy diagram
If more than two parameters are used to classify risk, use other graphs such as bubble charts (the X-axis represents detectability, the Y-axis represents proximity, and the impact value is expressed as the size of the bubble)
Meeting
To conduct a qualitative risk analysis, the project team may hold a dedicated meeting, often called a risk workshop, to discuss the individual project risks identified
The objectives of the meeting include review of identified risks, assessment of probability and impact, and other possible risk parameters, classification and prioritization of risks
In the process of implementing qualitative risk analysis, risk responsibilities should be assigned to individual project risks one by one. Going forward, risk owners will be responsible for planning risk responses and reporting on the progress of risk management efforts
The meeting may begin by reviewing and confirming the probability and impact scales to be used
During the meeting discussions, other risks may also be identified and these should be recorded for subsequent analysis
Having a skilled facilitator improves the effectiveness of meetings
Project file updates
risk register
Probabilistic impact assessment for each risk
Risk Rating and Score
Designated risk owner
Risk urgency information or risk category
Watch list for low-probability risks
List of risks requiring further analysis
risk report
Document the most important individual project risks - typically those with the highest probability and impact, a prioritized list of all identified risks, and a brief conclusion
Hypothetical log
Qualitative analysis may update assumptions
Problem log
Document new problems discovered or changes to current problems
Conduct quantitative risk analysis
Definition: A quantitative analysis of the impact of identified individual project risks and other sources of uncertainty on overall project objectives.
Role: Quantify overall project risk exposure, provide additional quantitative risk information, and support risk response planning
Occurrence: Not required for every project, if used, will be ongoing throughout the project
Requires specialized software, specialized knowledge, additional time and cost
It can also be conducted after the planning risk response process to analyze the effectiveness of the planned responses in reducing overall project risk exposure
ITO - input and output tools
data analysis
sensitivity analysis
Sensitivity analysis determines which individual project risks have the greatest potential impact on the project
It establishes a link between variation in project outcomes and variation in elements in quantitative risk analysis models
Fix all uncertain factors at the baseline value, and then observe how much changes in each factor will affect the target.
tornado diagram
Decision tree analysis
In a decision tree, different branches are used to represent different decisions or events, that is, alternative paths for the project. There are good and bad paths.
In decision tree analysis, the optimal path can be selected by calculating the expected monetary value of each branch.
Expected monetary value analysis
Expected monetary value Export Monetary Value analysis: It is a statistical method to analyze the average results when certain situations may or may not occur in the future, that is, analysis under uncertainty.
The EMV of an opportunity is usually expressed as a positive value, while the EMV of a threat is expressed as a negative value. EMV is based on the assumption of risk neutrality, neither risk aversion nor risk taking
The EMV of the project can be calculated by multiplying the value of each possible outcome by its probability of occurrence, and then adding all the products.
Project file updates
Update risk reports to reflect the results of quantitative risk analysis
Assessment results of overall project risk exposure
Likelihood of project outcomes
Project inherent variability
Results of detailed probabilistic analysis of the project
Individual project risk priority list
Trends in Quantitative Risk Analysis Results
Risk response suggestions
Plan risk responses
Definition: To deal with the overall project risk exposure, as well as individual project risks, determine options, select response strategies, and agree on response actions
Role: Develop strategies, allocate resources, and update plans
Occurrence: Conducted throughout the project
It is necessary to formulate many plans and choose the optimal one
Minimize individual threats, maximize individual opportunities, and reduce overall project risk exposure
Risk exposure refers to a timely and comprehensive assessment of the potential of all risks for any specific object in a project, program or portfolio.
ITO - input and output tools
Main measures to deal with threats
Report to Escalate
Suitable for the scene
The project team or project sponsor believes that a threat is outside the scope of the project
The proposed response is beyond the project manager's authority
Escalated risks will be managed at the program level, project organization level, or other relevant parts of the organization, not at the project level
Relevant people in the organization must be willing to take responsibility for reported threats
AvoidAvoid
Take action to eliminate the threat
Suitable for high-priority threats with a high probability of occurrence and serious negative impact
Protect projects from threats
Specific examples: eliminate the cause of the threat, extend the schedule, change the project strategy, reduce the scope
Early risk avoidance: clarify requirements, improve communication, acquire know-how
TransferTransference
Transfer the impact and liability of risks to third parties together
Shift responsibility to third parties rather than eliminate it
A fee is usually paid to the risk bearer
Methods: insurance, outsourcing (signing an agreement), etc.
Specific example: protocol type
Mitigation
The project team takes action to reduce the probability or impact of the risk
Measures: Adopt less complex processes, conduct more tests, use reliable suppliers, develop prototypes, if redundant parts, etc.
Accept
Do nothing or prepare contingency reserves to deal with risks
Usually suitable for low-priority risks, when risk probability and impact cannot be mitigated or avoided.
Active reception: Prepare emergency reserves (time, resources, funds)
Passive reception: do nothing
opportunistic responses
emergency response strategy
Specially designed response measures for certain events
A response plan that can only be implemented when certain predetermined conditions occur
If you are confident that there will be sufficient early warning signals for the occurrence of risks, you should develop an emergency response strategy.
Define and track events that trigger emergency policies
Contingency Plan/Bounce Back Plan
Overall project risk response strategy
Project file updates
risk register
Agreed coping strategies
Specific actions required to implement appeals response strategy
Triggers, symptoms and warning signs of risks
Budget and schedule activities required to implement appeals response strategy
Contingency planning: and triggers to initiate contingency planning
Bounce back planning: for use when a risk occurs and primary responses are ineffective
Residual risks that still exist after predetermined countermeasures are taken, and risks that have been intentionally accepted
Secondary risks directly caused by the implementation of risk response measures
risk report
Document agreed-upon responses to current overall project risk exposure and high-priority risks, and expected changes following implementation of these actions
risk register
Fullback plan: A risk occurs, the emergency plan is useless, and a new solution plan needs to be developed again.
Residual Risk: Risk that still exists after taking risk response measures
Secondary Risk: Risk directly arising from the implementation of a certain risk response measure
Lower line or critical value Threhold: Once this lower limit is crossed, some action should be taken, such as writing and submitting an exception report
Triggers: Indicators that a risk has occurred or is about to occur. Triggers can be discovered during risk identification and monitored during risk monitoring. Triggers are sometimes called "risk symptoms" or "warning signs"
Implement risk responses
Definition: The process of developing an agreed risk response plan
Role: Ensure agreed risk response measures are implemented as planned to manage overall project risk exposure, minimize individual project threats, and maximize individual project opportunities
Occurrence time: needs to be carried out during the entire project
A common problem in project risk management is: only recording analysis without taking action to respond.
Risks can only be managed if those responsible for the risk response work hard to implement the agreed response strategy
ITO - input and output tools
Oversight risk
Definition: Oversee the implementation of agreed risk response plans throughout the project life cycle, track identified risks, identify and analyze new risks, and evaluate risk management effectiveness
Role: Base project decisions on current information about overall project risk exposure and individual project risks
When it happens: This process needs to be carried out throughout the project
ITO - input and output tools
Reserve analysis
Reserve analysis refers to comparing the remaining contingency reserve with the amount of remaining risk at any point in the project to determine whether the remaining reserve is still reasonable
Comparison of reserve analysis of different processes
Estimate activity duration
Cost Estimate
Budgeting
Control costs
Oversight risk
risk audit
Effectiveness: Examine and document the effectiveness of the risk response in addressing the identified risks and their root causes, as well as the effectiveness of the risk management process
Project review meeting, risk review meeting
Before conducting an audit, the procedures and objectives of the risk audit should be clearly defined
change request
corrective action preventive action
Corrective Action = Contingency Plan Contingency Measures
Address the current overall project risk level or individual project risks through changes
Contingency measures are unplanned responses to previously unidentified risks that have arisen.
Contingency measures are regularly documented, integrated into the project management plan, and become known risks in subsequent projects.
Project file updates
risk register
Results of risk audits and periodic risk reviews
Actual results of project risks and risk responses
risk report
Reflect the current status of important individual project risks and the current level of overall project risks
Conclusions from risk audits on the effectiveness of the risk management process may also be included
process
Effectively tailor projects
background concept
Tailoring is the thoughtful adjustment of project management methods, governance and processes to make them more suitable for the specific environment and current work
In a project context, tailoring considers the development approach, process, project lifecycle, deliverables, and the selection of people working with them
The tailoring process is driven by the guiding project management principles of the Project Management Standard, organizational values and organizational culture
When tailoring, you need to understand the project background, purpose, and operating environment. The operating environment of the project is very complex and needs to balance the following potentially conflicting requirements, including but not limited to
Deliver as soon as possible
Minimize project costs
Optimize the value delivered
Create high-quality deliverables and results
Comply with regulatory standards
Meet the expectations of different stakeholders
adapt to changes
Tailoring is designed to better meet the needs of the organization, operating environment and project. Too few processes ignore key activities that support priority project management, while using more processes than necessary can be costly and wasteful, so tailoring helps to properly manage the operating environment and project needs.
Tailored to reflect the size, duration and complexity of each project and should be tailored to the organization’s industry, organizational culture and project management maturity
Tailoring can bring direct and indirect benefits to an organization. These properties include but are not limited to
Project team members who help tailor the approach can achieve greater commitment
Customer-oriented, because customer needs are an important factor influencing organizational development
Make more efficient use of project resources
Crop selection
Life cycle and development methods
Determining the life cycle and its stages is an example of tailoring. Additional tailoring is possible when choosing a project's development and delivery method
Some large projects may use a combination of development and delivery methods simultaneously. For example, a new data center might be designed to (a) use a predictive approach to construction and renovation and (b) use an iterative approach to understand and build the required computing power. From a project level, this combination represents a hybrid approach, but the construction and computing teams may only use predictive and iterative development methods
management process
Process tailoring and development options for selected life cycles include identifying which processes or elements implement the following
Added: To achieve required rigor, coverage, or to address unique product or operating environment conditions, etc. For example: For projects with relatively high safety requirements, independent inspections should be added.
Modification: To better meet the needs of the project or project team. For example: modifying the format of project documents to accommodate project team members with low vision
Cancellation: To reduce cost or labor input because it is not necessary or experienced relative to the value it adds. For example: For a small project team with centralized office and good communication, meeting records can be canceled
Blending: Bringing additional benefit or value by mixing or combining various elements. For example: Adding organizational management’s appreciative inquiry approach to predictive project management lessons learned sessions to help foster better collaboration
Alignment: To harmonize elements to create consistent definitions, understandings, and applications. For example: Many disciplines have standards or practices related to risk management that differ significantly from each other and require alignment
People involved
Tailoring the involvement of people involved in the project includes
Personnel composition: The skills and capabilities of the project leadership and project team need to be assessed, and then the personnel involved and their capabilities are selected based on the project type and operations. For example: On a challenging or time-constrained project, it is more logical to assign experienced project team members than to use less experienced project team members
Level of empowerment: Empowerment involves choosing which responsibilities and on-site decision-making situations should be delegated to the project team. Certain environmental and team member capabilities support high-level empowerment and decision-making. In other cases, less empowerment and more supervision and coaching may be preferable
Integrate resources: In addition to the sponsoring organization's internal staff, the project team can include contributors from entities with contractual relationships, channel partners, and other external entities. When tailoring, consideration should be given to how the component project team will be selected from a diverse set of contributors to drive optimal project team performance and achieve project outcomes.
Tools, methods and artifacts
Model: a thinking strategy that explains a process, framework, or phenomenon
Method: is the way in which results, outputs, results, or project deliverables are obtained
Artifact: Let’s say template, document, output or project deliverable
Selecting the tools (such as software and equipment) that the project team will use for the project is a form of tailoring. Often, the project team best understands the tools that are appropriate for the situation, but these choices may need to be adjusted based on associated costs, in addition to constraints set by organizational leaders that the project team cannot change.
Tailor the methods used to achieve project outcomes so that they are appropriate for the context and culture in which the project is conducted. Tailoring the documents, templates, and other artifacts that will be used on the project helps ensure that the artifacts fit the project and organization
Cutting process
Evaluate organizational and project factors when tailoring
Factors to evaluate when tailoring projects
Product/Deliverable: Attributes related to the product or deliverable include, but are not limited to
Compliance/criticality: What level of process rigor and quality assurance is appropriate
Type of product/deliverable: Is the product known and tangible, such as a building that is easy to identify and describe? Or something intangible, like software or the design of a new drug?
Industry Market: What market does the project product or deliverable serve? Is the market highly regulated, growing rapidly or slowly? What is the situation with your competitors and your company?
Technology: Is the technology stable and mature, or is it evolving rapidly and at risk of becoming obsolete?
Timeframe: Is the project timeframe short: weeks or months, or long: years?
Stability of requirements: How likely is it that the core requirements will change?
Security: Are elements of the product business confidential or confidential?
Incremental Delivery: Is this something the project team can develop incrementally and get feedback from stakeholders, or is it something difficult to evaluate until closer to completion?
Project team, considerations include
Size of the project team: How many full-time and part-time people will be involved in the project?
Project team location: Where are team members primarily located? Will some or all of the team work remotely or be co-located?
Organizational distribution: Where are the project's support groups and other stakeholders located?
Project team experience: Do the project team members have any experience in the industry, organization, or working with each other? Do they have the skills, tools and techniques required for the project under consideration?
Contact customers: Is it practical to obtain frequent and timely feedback from customers or customer representatives?
culture, considerations
Buy-in: Is the proposed delivery method received, supported and enthusiastically endorsed?
Trust: Is there a high level of confidence that the project team is capable and committed to delivering project outcomes?
Empowerment: Is the project team trusted, supported and encouraged to take charge and develop the work environment, protocols and decisions?
Organizational culture: Are organizational values and culture consistent with the project approach?
Approval for cropping
Organizations with a Project Management Office (PMO) or a Value Delivery Office (VDO) have a role to play in reviewing and approving tailored delivery methods
Internal project cuts may only require project manager approval, while tailoring changes that impact external teams may require PMO or VDO approval.
The PMO or VDO can help the project team tailor its own approach by providing ideas and solutions from other project teams
Implement continuous improvement
The tailoring process is not a single, one-off process; in progressive detail, issues such as how the project team works, how the product or deliverable evolves, and other knowledge will indicate what further tailoring can lead to improvements.
Review points, stage gates and retrospective meetings all provide the necessary opportunity to inspect and adjust the process, development approach and delivery frequency
Involving the project team in process improvement develops a sense of ownership and demonstrates a commitment to implementing continuous improvement and quality
Involving the project team in finding and implementing improvements also demonstrates trust in their own skills and advice and empowerment
Project team participation in tailoring demonstrates a mindset of innovation and improvement rather than complacency.
The way the organization is cut can itself be cut
Tailor the performance domain
Stakeholders
Is there an environment for collaboration with stakeholders and suppliers?
Are the stakeholders internal to the organization, external to the organization, or both?
Which techniques are most appropriate and cost-effective for stakeholder communication? What communication technologies can be used?
Do the stakeholders speak the same language? Have considerations been taken to accommodate stakeholders from different language teams?
How many stakeholders are there now? How culturally diverse is the stakeholder community?
What relationships exist within the stakeholder community?
project team
Where are the project team members physically located? Is the project team working together? Are the project teams located in the same geographic area? Is the project team spread across multiple time zones?
Does the project team reflect diverse perspectives and cultural perspectives?
How are team members identified for the project? Are project team members working on the project full-time or part-time? Is there a contractor available who has the ability to perform the work?
Does the project team have an established culture? How will tailoring be affected by the existing culture, and how will the existing culture be affected by sanctions?
How to manage project team development for projects? Does the organization have tools in place to manage project team development, or does it need to build new tools?
Are there project team members with special needs? Does the project team need special training on multi-style management?
Development methods and life cycle
What is the appropriate development approach for a product, service, or development approach?
What is an adaptive life cycle? Should an incremental or iterative approach be used to develop projects? Is a hybrid approach the best option?
What is the appropriate life cycle for a specific project? What stages should the project life cycle include?
Does the organization have formal or informal audit and governance policies, procedures or guidelines?
deliver
Does the organization have a formal or informal requirements management system?
Does the organization have formal or informal policies, procedures and guidelines related to decontamination and control?
What quality policies and procedures does the organization have? What quality tools, techniques and templates does the organization use?
Are there any industry constraints that must be adhered to? Quality Standard? What government, laws or regulations need to be considered?
Are there areas in the project where demand is unstable? If so, what's the best way to deal with volatile demand?
How can sustainability considerations be taken into account in elements of project management or product development?
planning
How do internal and external environmental factors affect the project and its deliverables?
What factors affect duration? For example, the correlation between available resources and their productivity
Does the organization have formal or informal policies, procedures, and guidelines related to cost estimating and budgeting?
How does an organization estimate the costs of using a fit-for-purpose approach?
Is there just one major purchase, or will multiple purchases be made from different sellers at different times, adding complexity to the procurement process?
Does the organization’s procurement policy refer to local laws and regulations relevant to procurement activities? How does this impact contract audit needs?
project work
Which management processes are most effective given organizational culture, complexity, and other project factors?
How do you manage knowledge on projects to create a collaborative work environment?
What information should be collected throughout the project and at the end of the project? How is information collected and managed? What technologies are available for developing, recording, transmitting, retrieving, tracking, and storing information and artifacts?
Will historical information and lessons be available for future projects?
Does the organization have a formal knowledge management database that the project team needs to use and can access at any time?
Measurement
How to measure value?
Are there measures of financial and non-financial value?
How will the project collect and report data related to benefit realization during and after the project?
What are the requirements for project status reporting?
Uncertainty
What is your risk appetite and risk tolerance for this job?
How can threats and opportunities be most effectively identified and addressed within the chosen development approach?
How will the project's complexity, technical uncertainty, product novelty, pace, or progress tracking impact the project?
Does the project's budget, duration, scope, or team size require a more detailed approach to risk management? Or is the project small enough to justify a streamlined risk management process?
Do high levels of innovation, new technologies, commercial arrangements, interfaces or other external dependencies require a robust risk management approach? Or is the project simple enough that a simplified risk management process would suffice?
What is the strategic importance of the project? Does this project have an elevated risk level because it is designed to create a breakthrough opportunity, has impediments to the client's organizational performance, or involves significant product innovation?
Clipping diagnostics
Regular review meetings (such as retrospectives or lessons learned meetings) are the most effective way to determine whether the approach is working well and whether improvements can be achieved through tailoring
Project teams that do not use retrospectives can get some indication that further tailoring or adjustments may be necessary by looking at issues, threats, quality assurance statistics, and stakeholder feedback.
Supplementary content for agile project management
Startup planning
startup phase
planning stage
product vision
Elevator testing method elevator pitch
Usually refers to introducing your product to stakeholders within 1-2 minutes. The time was so short, as if they were just taking an elevator together. The purpose of elevator testing is to arouse the sponsor's interest and make him willing to give a district the opportunity to introduce the product in more detail.
For: Our target customers/users
They think: the pain points or hopes of their target customers
This: product name
Is it one: What type of product, product or tool?
It can: What kind of functions can it bring to customers?
Different from: competing products on the market and their characteristics
Its strength is: the unique value of our products
Vision Box: Vision Box
Demonstrate the features of the project and the benefits it brings, perhaps using a box to illustrate
The front of the box has the name and brand, along with a list of key benefits to be conveyed to the buyer. The buyer here is the person who will eventually use the product. It may be someone within the organization or a real paying user.
The back of the box includes instructions, rough design decisions, and a list of key features the product will provide.
Agile Team Charter
Servant leaders can decide with the team to address other charter behaviors
The team's social contract, known as the team charter, will dictate how team members behave with each other.
The goal of a team charter is to create an agile environment in which team members can return to their best capabilities as a team
The main contents of the agile team charter include
Team values: such as sustainable development speed and core work hours
Work Agreement: For example, how to define "ready", which is the prerequisite for the team to accept the work, and how to define "done" so that the team can consistently judge completeness; consider time boxes; or use work process constraints
Ground rules: For example, rules about a person speaking at a meeting
Team norms: e.g. how the team treats meeting time
User StoryUser Story
It describes the functions that users desire from the user's perspective. Being able to provide feedback on the value of a certain feature to users is a core concept of agile project management.
In Agile, smaller granular requirements are called User Story, larger requirements are called Features, and the largest ones are generally called Epic Story.
Standard syntax:
1. Role: As a XXX
2. Function: Can XXX
3. Value: so that XXX
INVEST principle
Independent
Negotiable
Valued
Estimable
Small
Testable
User story map example
Product BacklogPorduce Backlog
Overview
The product backlog (feature/requirement) list is a sorted list that contains all the content required by the product and is also the source of changes in product requirements.
The Product Owner is responsible for the content, usability, and prioritization of the Product Backlog
The product backlog is never complete, and the initial version only lists the most initial and well-known requirements.
The product backlog evolves based on changes in the product and development environment
The backlog is dynamic, it changes frequently to identify the things necessary to make a product manager, competitive and useful
The Product Backlog exists as long as the product exists
In the to-do list, Epic is at the bottom and user story is at the top.
in principle
DetailEd appropriately: The user stories to be completed in the iteration need to be detailed enough to eliminate story uncertainty and unknown possibilities, thereby improving iteration efficiency. The higher the priority story, the smaller the granularity; the lower priority story does not need to be too detailed.
Estimated: The stories in the backlog should be estimated. Stories with higher priority need to be estimated more accurately. Stories with extremely low priority can be re-estimated after obtaining more information.
Dynamic development Emergent: The backlog is not static. As the team learns more about the project, user stories in the list will be added, reduced, or re-prioritized to adapt to changes.
Prioritized: During the process of sorting out the to-do list, stories with higher value are arranged at the bottom, and the R&D team always completes the highest-priority items.
Notes on outputting PBL
It is best for each user story to have five elements: name, priority, value to customers, person responsible for providing evidence, and verification method.
Team members first consider how to demo these user stories.
PBL is the carrier of dynamic requirements and can be adjusted dynamically, but no adjustments are made within a sprint.
Bugs that occur in this cycle do not necessarily need to be resolved in this cycle. This depends on the priority of the bug. This needs to be confirmed with the PO.
The Produce Backlog takes into account both planning and requirements, while the Sprint Backlog takes into account both planning and design.
Sprint Planning Meeting
overall goal
The iteration planning meeting is held on the first day of each iteration to select and estimate the work items for this iteration.
The product leader explains the most important product features step by step
The development team jointly estimates the workload required for the story and guides the workload of this iteration to reach saturation
The product owner participates in discussions and answers questions related to requirements, but does not interfere with the estimation results
The entire iteration plan is divided into two parts. If the iteration cycle is 2 weeks, it is recommended that this meeting lasts about 4 hours.
First point: also available alone Convene a PBL priority sorting meeting
PO explains product vision and user story prioritization
Team asks questions
Estimate user stories in detail and determine iteration goals based on team velocity
Prepare for splitting tasks
The PO clearly explains the overall product planning, basic information in PBL, and prioritization methods to the team.
Team members need to ask questions as much as possible to confirm the background content
The description of the acceptance annotation is very important. You need to confirm with the PO how to verify the completion of each story.
Pay more attention to business value, and pay attention to the origin of business value
Don’t overthink design issues, otherwise your ideas will be constrained. The most important thing at this stage is to clarify the requirements, their business value and testing methods.
Confirm what it is and what it is not
Confirm abnormal scenarios and consider abnormal matters
Iteration plan specific operations
confirm question,
Team members confirm:
What does a specific user story mean?
How to confirm that the requirements indeed have commercial value?
What is the why and how of prioritization?
Make sure it’s clear what a user story doesn’t include?
Confirm the priority of Story
MoSCoW Principles
Must Have
Should Have
Could Have
Won't Have This Time
Do it in order, ensure that the Must and Should required by the Product Owner are completed, and strive to complete the Could. When important changes occur, sacrifice the Could or even the Should to ensure the change.
Prioritization can be applied to requirements/user stories, tasks, products, use cases, acceptance criteria, and tests, although it is generally applied to requirements/user stories
The relationship between risk and value
split story
When to split
A story is larger than an iteration
A bunch of stories are arranged for more than one iteration, and one needs to be split
estimate story
Commonly used estimation methods
story point
Keywords: Relative measure of size
Cannot be compared with other projects
Poker method, T-Shirt method, affinity estimation method
poker method
ideal day
The difference between actual time and ideal time forces everyone to face additional consumption
Confirm target
the second part:
Split user stories into tasks
Estimate task time
Generate sprint backlog sprint backlog
Break down user stories into tasks and create a Sprint backlog
The PO needs to be involved throughout the entire process, because during the estimation process it may be discovered that the initial understanding of the requirements was wrong.
It is best for team members to estimate together. The estimation process should be triangulated and the poker method should be used well.
Tasks must be implemented by people, key milestones/checkpoints need to be clearly confirmed and consensus reached, and Sprint goals must be clear.
Don’t be too detailed in your estimates
PO is responsible for answering questions related to demand during the estimation process, but does not interfere with the estimation results.
can hear and see each other
Note that the management of document tasks should also be estimated
Key points for making SBL
To ensure priorities are consistent, use MoSCoW principles
Every team member must participate
Discuss how each user story should be implemented
Before determining development tasks, the criteria for completion must be clearly defined
Identify all tasks that need to be completed
Do not assign tasks to individuals in advance
Revisit sprint commitments
Don't use too much time
For simple development projects, you can directly put the story into SBL
For complex development projects, tasks must be decomposed first. There are many principles for decomposition (WEB/backend, software/hardware, program/art and other development tasks)
Execution and monitoring
Daily Scrum meetingDaily Scrum
Daily Scrum meeting, that is, the team's daily meeting, if conditions permit, should be organized for all members to stand at the same time and place every day.
It is best to open it every morning, usually about 15 minutes, which is relatively short and helps team members arrange their work for the day.
Only team members can speak at regular meetings. Others who are interested can participate, but they can only observe and cannot speak.
The daily Scrum meeting is hosted by the Scrum Master, and all members of the Scrum team take turns answering the following three questions
What did I accomplish yesterday?
What am I going to do today?
What difficulties and obstacles have I encountered at work?
You can use the Scrum task board to show progress, Done, To Do, Issues
It may also involve re-splitting of tasks, and SBL needs to be managed well.
Don’t waste everyone’s time every time. Record and take turns organizing meeting minutes.
Spend a few more minutes to show the overall review of the core code and share yesterday’s best experience for 2 minutes
emphasis on punctuality
Can display burn-down charts and burn-up charts
Don’t spend too much time solving problems in stand-up meetings
Scrum Task Board Task Board
The task board (wall) shows all the tasks to be completed during the Sprint process, and we must continuously update it during the Sprint process. If a developer thinks of a task, he can write it down and put it on the task wall. Regardless of whether during or after the daily stand-up meeting, if the estimate changes, the tasks will be adjusted accordingly on the task wall according to the changes.
Burn Down Chart Burn Down Chart
burn up chart burn up chart
ending
Sprint Review Meeting
Tean demonstrates to PO the product features developed in this Sprint
The PO will organize the meeting at this stage and invite relevant stakeholders to participate.
Generally, functions and architecture are demonstrated through live demonstrations.
No need to be too formal
PPT is not necessarily required
Generally controlled within 2 hours
SM is not responsible for the presentation, all Team members will participate, self-organized presentation
Attribute judgment, not variable judgment
If there is a user story that has not been passed, PO determines the priority. It needs to be completed in which Sprint, not necessarily in the next.
Retrospective Meeting
also called reflection session
Purpose: Improve internal drive, summarize experience, and facilitate further problem solving
Can use fishbone diagram and card method (gather factual data)
hamburger rule
Evaluation of change: Reflect on why the change occurred and how to avoid it?
Evaluation of unfinished user stories: Why are they not completed? Failure to classify them well, failure to understand the requirements, poor technology, or other things that cause delays
For user stories that are completed quickly: Think about whether it is a pessimistic estimate, a wrong choice, or a good decomposition.
Look at individual performance: is it above or below the team's average performance? What is the reason? Can it be improved through help and training?
The rule of one thing: every time you write something that has been done well through the current efforts (solidification), and something that can be done better through the next effort (improvement)
Review Starfish: Start/Stop/Go on/Less/More
Review mood calendar
Other things to note
Scaled Agile Framework (SAFe)
The Scaled Agile Framework (SAFe) focuses on the detailed design of practices, roles, and activities at the portfolio, program, and team levels, emphasizing organizing the enterprise around value streams focused on delivering ongoing value to customers.
The Large Scale Agile Framework focuses on developing working model knowledge bases at scale for all levels of enterprises
The Agile Framework at Scale focuses on the following principles
Adopt an economic perspective
Apply systems thinking
Assumed variability
Build incrementally with rapidly integrated learning cycles
Set milestones based on objective assessment of work systems
Visualize and limit WIP, reduce batch sizes and manage queue lengths
Decentralization of decision-making
The application of agile in eight performance domains
Stakeholders
Highly changing projects require more effective interaction and participation from project stakeholders
To enable timely and efficient discussions and decisions, adaptive teams interact directly with stakeholders rather than going through layers of management
Customers, users and developers exchange information in a dynamic co-creation process, often achieving higher levels of stakeholder engagement and satisfaction
To speed up the sharing of information within and between organizations, agile methods promote a high degree of transparency
Inviting all stakeholders to project meetings and reviews, or posting project artifacts to a public space, is intended to surface as quickly as possible any inconsistencies and dependencies between parties, or other issues related to the ever-changing project
team
Projects with high volatility benefit from team structures that maximize focus and collaboration, such as self-organizing teams with generalists
Collaboration aims to increase productivity and promote innovative problem solving
Collaborative teams can facilitate accelerated integration of different work activities, improve communication, increase knowledge sharing, and provide flexibility in work assignments and other advantages
While the benefits of collaboration apply to other project environments as well, collaborative teams are critical to the success of projects with high variability and rapid change because less time is required to centralize tasks and decisions
For projects with high variability, physical and human resource planning is much less predictable.
In these environments, agreements on rapid supply and lean methods are critical to controlling costs and achieving schedules
Development methods and life cycle
It is necessary to choose the degree of agility that suits the current situation of the organization to effectively improve the degree of adaptability and deliver results.
If the organization currently does not recognize some of the pure agile methods and tools, it can start with a hybrid life cycle
Organizations need to have a matching culture and environment in order for agile to take root, sprout, and bear fruit.
Agile is not a panacea, but agile ideas can be used in all aspects of project management
As the maturity of the organization increases, the organization needs to match different life cycle models to complete more delivery tasks. Agile is just one solution among many methods.
deliver
For projects with changing requirements, high risks or high uncertainties, the scope of the project usually cannot be clarified at the beginning of the project, but needs to be gradually clarified during the project.
Agile methods intentionally shorten the time to define and negotiate scope early in the project and increase the time to create processes for ongoing exploration and clarification of scope.
In many cases, emerging requirements often lead to discrepancies between the real business needs and those originally stated, so agile methods purposefully build and review prototypes and release multiple versions to clarify requirements.
Scope in Agile is defined and redefined throughout the project
In agile methods, put requirements in the backlog
Planning-Progress
An adaptive approach uses short cycles to carry out work, review results, and make adjustments where necessary
These cycles provide rapid feedback on the suitability of methods and deliverables and are typically represented by iterative schedules and pull-on-demand schedules.
In large organizations, there may be small-scale projects as well as large-scale initiatives that require a long-term roadmap
Managing the complete delivery lifecycle of large-scale, enterprise-wide systems may require the use of a range of techniques, including predictive approaches, adaptive approaches, or a hybrid of the two.
Whether managing projects using a predictive development lifecycle or managing projects in an adaptive environment, the role of the project manager remains the same
To successfully implement an adaptive approach, project managers need to understand how to use relevant tools and techniques effectively
Planning-Cost
For projects that are highly volatile, whose scope is not fully defined, and where changes occur frequently, detailed costing may not be of much help.
In this case, lightweight estimating methods can be used to quickly generate high-level forecasts of project labor costs, and the forecasts can be easily adjusted when changes occur.
Detailed estimates are suitable for short-term planning using just-in-time
Planning-Communication
In an ambiguous project environment, there will inevitably be a need for more frequent and rapid communication of evolving and emerging details.
The channels for team members to obtain information should be simplified as much as possible, team checks should be conducted frequently, and team members should work together
To facilitate communication with senior management and stakeholders, project work also needs to be published in a transparent manner and stakeholders regularly invited to review the project work
Planning-Procurement
Let buyers and sellers share project risks and project rewards
On large projects, it may be possible to adopt an adaptive approach for some deliverables and a more stable approach for others
In this case, the overall collaboration relationship can be governed by a master agreement, such as a master services agreement (MSA), while the adaptive work is written into an appendix or supplementary document.
The changes are only for adaptive work and will not affect the main agreement.
Project work/measurement
To guide change, agile methods require quality and review steps to be performed frequently throughout the project, rather than just towards the end of the project.
Cycle review to regularly check the effectiveness of the quality process
Find the root cause of problems and then recommend implementation of new quality improvement methods
Review meetings to evaluate the experimental process and determine whether the new method is feasible, whether it should continue to be used, whether it should be adjusted, or whether it should be abandoned directly.
To facilitate frequent incremental delivery, agile methods focus on working in small batches, incorporating as many elements of the project deliverables as possible
The purpose of a low-volume system is to detect inconsistencies and quality issues early in the project life cycle (when overall change costs are lower)
Uncertainty
In essence, the more changing the environment, the more uncertainties and risks there are
Responding to rapid change requires an adaptive approach to project management that accelerates knowledge sharing and ensures risks are recognized and managed through cross-functional project teams and frequent reviews of incremental work products.
Risks should be considered when choosing what to work on in each iteration
Risks should be identified, analyzed and managed during each iteration
In addition, requirements documents should be updated regularly based on an increased understanding of current risk exposures, and work reprioritized as the project progresses
Procurement and Contracting in Agile
Agile project management advocates dynamic contract signing techniques, including
Multi-layer structure: often fixed items (e.g. guarantees, arbitration) can be locked into the master agreement. At the same time, the owner will list other items that may change (such as service prices, product descriptions) in the service schedule
Emphasis on value delivery: Milestones can be structured around value-driven deliverables to enhance project agility, rather than a fixed task
Price Increments: Rather than locking the entire project scope and budget into a single agreement, projects can break down scope into lump-sum micro-deliverables (such as user stories)
Early Cancellation Scenario: If the agile vendor delivers enough value with only half the scope completed, the customer does not have to pay for the other half of the scope. However, the contract can stipulate that the client should pay a certain cancellation fee for the remainder of the project. Because these services are no longer needed, customers can limit budget exposure and providers can earn significant revenue.
Dynamic scope options: For contracts with a fixed budget, the supplier can offer the client options to change the scope of the project at specific points in the project. Customers can adjust functionality to accommodate this capability
project management standards
Introduction
Purpose
Key terms and concepts
Achievements
product
project
concept
Temporary work performed to create a unique product, service, or result
characteristic
unique
One cannot cross the same river twice
The presence of duplicate parts does not affect the unique nature of the project
Temporary
Projects are not necessarily short-lived, and the products and services produced are not temporary.
Progressive detailing
Rolling planning as information becomes clearer
Difference from scope creep-scope creep
Constraints
Different projects will have different priority constraints, and project managers need to pay attention to them.
Any change in one factor will affect at least one factor
Different project stakeholders may have different views on which factors are most important
Stakeholders are also called relevant parties - the translation of relevant parties may appear in the exam questions
Be sure to avoid scope creep and gold plating
The most common constraint is budget, followed by schedule
The ultimate goal of managing all constraints is to realize the true value of the project
Sustainability is increasingly known as an important constraint for projects, with deliverables having a positive impact on economic, social and environmental parameters
Start background
Execute or change business or technology strategies
Comply with legal regulations or social requirements
Meet stakeholder requirements or needs
Create, improve or fix products, processes or services
effect
drive change
Create business value
business value concept
Quantifiable benefits from commodity operations
The business value of a project refers to the benefits that the results of a specific project can bring to the stakeholders.
Including tangible and intangible benefits
Tangible benefits: money, fixtures, etc.
Intangible benefits: goodwill, brand awareness, public benefits, etc.
The benefits brought by the project can be said to be tangible, intangible or both.
project management
Knowledge, skills, tools and leadership applied to management activities to meet project requirements
Project management is achieved through the appropriate application and integration of the project management processes required for a specific project
Key points and difficulties in project management: balancing constraints and realizing value
Four levels of project management:
Decomposition - simplifying complex things
Critical Value: Quantify Simple Things
Rule: Quantify things professionally
Framework Template: Professional things templated
Five process groups
Any project (phase) needs to carry out these five project management process groups
Before the project is completed, it is often necessary to repeatedly implement each process group and the processes it contains.
Monitor the process group throughout
Relationships among the five process groups
project manager
Definition: An individual who performs organizational delegation and leads a team to achieve project goals.
Impact on the project
The project manager leads the project team to achieve project goals and stakeholder expectations
Serves as a communication interface, providing guidance and demonstrating a vision for project success.
Use soft skills to balance conflicting and competing goals among project stakeholders to achieve consensus
Informal networks that project managers develop, maintain and cultivate are very important
The top 2% of project managers stand out because they have: exceptional interpersonal skills and a positive attitude
Interactions with organizations
Project managers need to actively interact with other project managers
Other independent projects or other projects in the same program may affect the project
Project managers act as strong advocates within the organization
Committed to improving their overall project management capabilities and skills within the organization
Participate in programs to transfer or integrate tacit and explicit knowledge
Demonstrate the value of project management
Increase organizational acceptance of project management
Improve the efficiency of existing PMOs within your organization
In order to achieve project objectives, the project manager needs to work closely with all relevant managers to ensure that the project management plan is consistent with the plan of the project portfolio or program
Ability-Talent Triangle
Working method: Integrating overall situation and professional support
Agile and ultra-agile
mix
design thinking
change
Data collection and modeling
Earned value management
Time, budget and cost estimates
governance
performance management
Demand management and tracking
Risk Management
Schedule management
scope management
Business acumen: delivering value, realizing strategy
Benefit management and realization
business model and structure
competition analysis
Customer relations and satisfaction
Strategic planning, analysis and adjustment
Industry domain knowledge
Compliance with laws and regulations
market awareness
Functional specific knowledge
Influence skills: secondary change, relationship building
leadership
active listening
communicate
Adaptability
Brainstorming
Coaching and Mentoring
teamwork
conflict management
Emotional intelligence
Influence
communication ability
negotiation
Solve the problem
functional manager
Focus on the management and supervision of a functional area or business unit
operations manager
Responsible for ensuring the efficiency of business operations
Operations and Project Management
Operations management focuses on the continuous production of products and the continuous operation of services.
Moments at the intersection of projects and operations - every closing phase, new product development, improving operations, and before the end of the product life cycle
Project Focus Project Management
Operations focuses on business process management and operations management
At each intersection, deliverables and knowledge are transferred between projects and operations to complete work handoffs
value delivery system
Organizational Project Management and Strategy
Organizational Project Management - OPM is a strategic execution framework that leverages best practices in portfolio, program and project management and organizational drivers to continuously and deliverably deliver organizational strategy to produce better performance, better Results and sustained competitive advantage
Project, program and portfolio management all serve organizational strategy
Strategic Goals->Organizational Project Management->Project Portfolio->Project Set->Project
OPM = Principles and practices of project, program, and project portfolio management Organizational drivers (organizational structure, organizational culture, organizational technology, human resource practices) to enhance organizational capabilities, achieve value delivery, and support strategic goals
strategy and technology
OPM
project management
Components: Create deliverables that produce outcomes and benefits
Outcome: The end result or consequence of a process or project that results in benefits
Value: something that has function, importance or utility
Benefits: are the benefits realized by the organization and can create value
Program management
A set of interrelated and coordinated projects or components
Gain benefits and control (time and cost) that cannot be achieved by managing individual projects separately
Focus on dependencies between projects
Programs are not large projects. Projects of particularly large scale are called "large projects"
project portfolio management
Convenient and effective management of projects/programs/sub-project portfolios and operational work that are grouped together to achieve strategic goals
Identify, sequence, authorize, manage, and control projects/programs and other related work
Prioritize resource allocation and ensure alignment with organizational strategy
Business scope changes with changes in strategic goals
do the right thing
If inter-project linkages are limited to sharing employers, suppliers, technology and resources as a project portfolio
organizational drivers
organizational structure
group Culture
organizational technology
HR Practices
Related ecological links
When an organization delivers value, there will be relevant ecological links that affect the effectiveness and efficiency of value delivery.
organizational governance framework
Governance: Refers to the organized or structured arrangements at all levels of an organization designed to determine and influence the behavior of its members
Governance: The framework within an organization for exercising authority through designated rules, policies, procedures, etc. This framework affects: 1) how organizational goals are set and achieved 2) how risks are monitored and assessed 3) how performance is optimized
Common governance frameworks covering four areas: alignment, risk, performance and communication
Functional departments: supervision, control, integration, decision-making
Organization structure type
Functional
Advantages: Specialization, each functional department is responsible for a professional field, and the professional division of labor is clear
Disadvantages: low communication efficiency
Project type
Excellent: The project manager has great power, has control over resources, employees have high loyalty to the project, can communicate quickly, and have high communication efficiency
Missing: Communication between projects creates project barriers
Lack: Low resource utilization, employees lack a sense of belonging, which may be detrimental to employee professional skill development and employee career development. In the middle and later stages, employees have no sense of security.
Project managers have great power and can control the performance of team members
weak matrix type
Advantage: Convenient resource scheduling
balanced matrix type
There is a project manager/functional manager, and the project manager has limited power
strong matrix type
Excellent: high resource utilization
Disadvantage: High management complexity
Select factors to consider
Alignment with organizational goals
Professional ability
Degree of control, efficiency, and effectiveness
Clear decision-making escalation channels
Clear authority and scope
Ability to delegate
Final responsibility allocation
Implementation efficiency
cost considerations
Physical location - centralized office, regional office and virtual remote office
Clear communication - policies, work status and organizational vision
Project Management Office-PMO
An organizational department that standardizes project governance and promotes technology sharing
Establish linkages between portfolios/programs/projects and company appraisal systems
Projects supported or managed are not necessarily related
During the project life cycle, the PMO plays the role of core stakeholders and key decision-makers.
Main function is to provide support to project managers
Manage shared resources
Identify and develop project management methodologies, best practices and standards
Direct, coach, train and supervise project work
Monitor compliance with project management standards, policies, procedures and templates through project audits
Specify policies, procedures, templates, and other shared documents
Coordinate communication between projects
Six major functions
Personnel training
process system
Consulting assistance
Management tools
Process Monitoring
performance appraisal
three types
Supportive
Project resource library, low degree of control over the project, no authority to request
Controlling
Have certain control over the project, such as providing necessary templates
command type
PMO directly controls projects and has high power
internal and external environment
The environment in which the project is located may have a favorable or unfavorable impact on the project
Source of influence
Business environment factors: originate from the external environment of the enterprise, and can also include internal environmental factors
Various conditions that are beyond the control of the team and will affect, limit or dictate the project. They usually cannot be changed easily.
May increase or limit project flexibility and may have a positive or negative impact on the project
Within the organization: organizational culture/organizational structure/infrastructure/resource availability/employee capabilities
Outside the organization: market conditions, legal restrictions, business databases, government or industry standards, physical environment factors, etc.
Organizational process assets: originating from within the enterprise
The plans, processes, policies, procedures and knowledge base held and used by the executing organization to influence the management of specific projects
Help projects succeed
The project team is responsible for organizing process assets to make necessary updates and additions throughout the project.
Processes, policies, procedures: completed by the project management office or other organizational departments outside the project, and presented through the project management information system
Organizational knowledge base: incorporates project information updates throughout the project
Process Assets: Process assets may include tools, methodologies, methods, templates, frameworks, patterns or PMO resources
Governance documents: including relevant policies and procedures, are the supervision and guidance documents in the project, and are one of the important constraints of the project
Data assets: Data assets may include databases, file libraries, metrics, data and artifacts from previous projects. The concept of data platform often appears in the exam to emphasize the impact of data accumulation on the project. Data accumulation is very important to improve project efficiency.
Knowledge assets: May include the tacit knowledge of project team members, subject matter experts, and other employees. Knowledge assets need to be accumulated at any time, not only after the project is completed. In addition, it is necessary to continuously make implicit knowledge explicit
Security and Safety: Security and safety measures may include procedures and practices for facility access, data protection, confidentiality levels, and proprietary secrets
The relationship between products and projects
A product is a workpiece that can be quantified. It can be a final product or a component product.
Product management involves integrating people, data, processes and business systems to create, maintain and develop a product or service throughout its life cycle
The product life cycle refers to a series of stages in the entire evolution process of a product from introduction, growth, maturity or decline. The product life cycle can contain multiple projects and project sets, which work together to complete and optimize the product.
Product Management can initiate programs or projects at any point in the product life cycle to create or enhance specific component functions or capabilities
The initial product can be a program or project deliverable. Throughout the life cycle, new programs or projects may add or improve specific component attributes or capabilities that create additional value for the customer and sponsoring organization.
In some cases, programs can span the entire life cycle of a product or service to more directly manage benefits and create value for the organization.
Product life cycle and project life cycle are independent of each other
Project and development life cycle
project life cycle
Refers to a series of stages that a project goes through from start to finish
Provide a basic framework for managing projects
Basic structure: starting the project, organizing and preparing, executing the project work, closing the project
These phases can be performed sequentially, iteratively or overlapping
Development life cycle
In the project life cycle, there are usually one or more phases related to the development of products, services or results. These phases are called the development life cycle.
Predictive
Fully plan-driven life cycle
Determine project scope, time and cost at an early stage, then develop a product delivery plan, then execute the plan through the phases
Determine the plan - execute according to the plan
Applicable to: Fully understand the products to be delivered, have a solid foundation in industry practice, and deliver the entire batch at one time is beneficial to stakeholders
Also called waterfall life cycle
iterative and incremental
Iteration: developing a product through a series of repeated cyclical activities
Incremental: Gradually adding product features
Applicable to: Organizations need to manage changing goals and scope, Organizations need to reduce project complexity, Products can be partially delivered
Agile
Further applications of iteration and increment
Fast iteration: iteration once every 2-4 weeks, required practices and resources are fixed
Suitable for: Responding to rapidly changing environments, where requirements or scope are difficult to determine, and defining smaller incremental improvements in a way that benefits stakeholders
Iterative, incremental, agile, and hybrid methods can all be regarded as adaptive methods.
Agile Manifesto
Individuals and interactions over processes and tools
Working software trumps thorough documentation
Customer cooperation takes precedence over contract negotiation
Responding to change over following a plan
Although the item on the right has its value, we value the item on the left more
Agile principles
Details
Prioritize customer satisfaction through early and continuous delivery of valuable software
Even in the later stages of development, changing requirements are welcome
Frequent delivery of working software. Delivery intervals can range from weeks to months. The shorter the delivery interval, the better.
During the entire project development period, business personnel and developers must work together every day
Build projects around inspired individuals
Working software is the primary measure of progress
The agile process advocates a smooth development rhythm, and sponsors, developers, and users should be able to maintain a long-term, constant development speed.
Within a team, the most effective and efficient way to transmit information is through face-to-face conversations.
A constant focus on good skills and good design will enhance agility
Simplicity is fundamental, do not over-design and predict
The best architecture, requirements and designs emerge from self-organizing teams
At regular intervals, the team will reflect on how to work effectively and make adjustments to their behavior
simplify
Continuous delivery, small steps and quick steps
Embrace change and improve your strengths
Give feedback as early as possible and rank by value
Achieve results and measure progress
Continuously updated to strengthen agility
Streamline products and eliminate waste
Teamwork, daily interaction
Trust members and provide support
Face to face communication, efficient and clear
Members from all parties, stable rhythm
Work together and organize yourself
Team introspection and self-improvement
The soul of agile is the change of thinking mode, not the stacking of tools and methods
Project management principles
Interpretation
Principles are the basic guidelines for strategy, decision-making, and problem solving. Professional standards and methodologies are often based on principles.
In some professions, principles function as laws or rules and are therefore prescriptive. The principles of project management are not prescriptive in nature and are intended to guide the behavior of participants
The principles are broad-based and there are many ways in which individuals and organizations can engage with them
maintain consistency
Principles can but may not be reflected in public ethics, and professional ethics are related to public ethics.
The foundation of four values: responsibility, respect, fairness, and honesty
Be a diligent, respectful and caring steward of others
Stewards are expected to conduct their activities in a responsible manner, with integrity, care, and trustworthiness while adhering to internal and external guidelines. Should have a broad commitment to the financial, social and environmental impacts of the projects they support
On the one hand it involves being entrusted with the care of something, on the other hand it focuses on planning, using and managing resources in a responsible way and on the other hand upholding values and ethics
Responsibilities within the organization
Operate in such a way that the organization and its goals, strategy, vision, and mission are consistent and maintain its long-term value
Commitment to and respect for project team member participation, including compensation, access to opportunities, and fair treatment
Diligently monitor organizational funds, materials, and other resources used in projects
Understand the appropriate application of authority, responsibilities, and responsibilities
Department responsibilities outside the organization
Environmental sustainability and the organization’s use of materials and natural resources
Relationships between the organization and external stakeholders
The impact of an organization or project on the market, society and the region in which it operates
Improve the practical level of specialized industries
core keywords
Integrity
Be honest and ethical in your participation and communications. The steward himself should be a mirror of project management, and only by doing a good job can he influence others. Need to uphold the highest standards and reflect the values, principles and behaviors expected of employees of the organization
Stewards serve as role models and build trust by living and demonstrating personal and organizational values in their engagements, work activities and decisions. When project managers advocate team values, they must first do it themselves so that team members have the need to implement these agreements. This is an important requirement for project managers
care
A steward is an individual assigned by the organization to achieve project goals and must be responsible for the assigned tasks.
Not only must they manage things within the project plan, but also have an equally important sense of responsibility to pay attention to things related to the project and things outside the plan. Note that it is not necessarily the housekeeper who solves the problem.
Communicate privately first to help the team clear obstacles, and organize meetings to discuss if others need to participate.
Pay attention to possible risks in all dimensions of the project and provide early warning and reporting
Care about creating a transparent work environment, open lines of communication, and opportunities for stakeholders to raise concerns without penalty or fear of retaliation.
Credible
We need a legitimate promotion project
You need to accurately state your identity, role, project team and authority inside and outside the organization so that everyone can clearly understand the role of the steward.
The project manager is usually delegated authority in the project charter
It is necessary to use other methods such as kick-off meetings to let team members know their identities and roles.
Compliance
Comply with appropriately authorized laws, rules, regulations and requirements within and outside their organization
Strive to adhere to standards designed to protect them, their organizations, their stakeholders, and the public at large.
Seek appropriate advice and guidance if a steward encounters conflicting guidelines or issues regarding whether an action or plan complies with established guidelines
Have a higher-level system perspective, jump out of the project, see the impact on other projects or related content, and provide early warning on higher-level risks
Create a collaborative project team environment
Overview
Project teams are composed of individuals with a variety of skills, knowledge, and experience. Project teams that work collaboratively can achieve common goals more efficiently and effectively than those who work alone.
Projects are delivered by project teams
Project teams work within the confines of the organization, professional culture and norms, often establishing their own local culture
A collaborative project team environment helps
Align with other organizational culture and guidelines
Individual and team learning and development
Contribute to delivering desired results
The formulation and establishment of rules is needed, rather than a harmonious atmosphere but low efficiency.
Key content for creating a collaborative environment
Team consensus
Team consensus is a set of behavioral limits and norms established by the project team and maintained through individual and project team commitment
Formed at the beginning of a project, team consensus evolves as the project team continues to work together and determine the norms and behaviors required to continue productive collaboration.
organizational structure
The project team uses, tailors, and implements structures that help coordinate the work of individuals related to the project work
Examples of organizational structures that increase collaboration
Identify roles and responsibilities
Assign employees and vendors to project teams
Formal committee with specific mission objectives
Regularly review stand-ups on specific topics
process/process
Define the process that will accomplish the task and assigned work. For example, the team may use a work breakdown structure (WBS), a backlog or a task board to agree on a certain breakdown process.
Team culture
Team culture affects the team environment, and clarifying roles and responsibilities can improve team culture
Authority: The authority to make relevant decisions, develop or improve procedures, apply project resources, expend funds, or grant approvals in a specific context. Authority is delegated from one entity to another
Responsibility: A situation in which one is responsible for results. Responsibility cannot be shared with others.
Responsibility: A situation in which you have an obligation to carry out or complete something. The duty can be performed jointly with others.
Diversification
A diverse project team can bring different perspectives together. A team document in which team members respect each other allows for differences within the team and strives to find ways to effectively utilize differences, and encourages team members to use effective ways to manage conflicts.
A collaborative team environment promotes the free exchange of information and individual knowledge, further promoting shared learning and personal development while delivering results
Enable everyone to do their best to deliver the desired results for the organization
For the organization, will benefit from deliverables and results that respect and enhance its fundamental values, principles and culture
Effective stakeholder engagement
brief
Proactively engage stakeholders to the extent necessary to achieve project success and customer satisfaction
Stakeholders influence projects, performance and results
The project team serves other stakeholders by engaging them
Stakeholder engagement actively drives value delivery
From project start to finish, identifying, analyzing and proactively engaging stakeholders contributes to project success
Ensure a shared understanding of project goals
During the project, the project team will actively involve other stakeholders to minimize potential negative impacts and maximize positive impacts
The project team is a group of stakeholders who interact with other stakeholders to understand, think about, communicate and respond to their interests, needs and opinions
Effective and efficient engagement and communication, including establishing how, when, how often and under what circumstances stakeholders want or should engage
Communication is a key part of engagement, and deep engagement allows one to understand others' ideas, incorporate other perspectives, and work collaboratively to develop shared solutions
Build and maintain strong relationships through frequent two-way communication, encouraging collaboration through interactive sessions, face-to-face meetings, informal conversations and knowledge-sharing activities
Participation helps the project team discover, collect and evaluate information, data and opinions. This creates consensus and consistency to achieve project outcomes
In addition to increasing stakeholder satisfaction, involving stakeholders gives the project team the opportunity to achieve better project performance and results
Involvement of other stakeholders helps the project team find solutions that are more acceptable to a wider range of stakeholders
focus on value
brief
Continuously evaluate and make adjustments to whether the project meets business objectives and expected benefits and value
Value is the ultimate indicator of project success
Value can be realized throughout the project, at the end of the project, or after the project is completed
Value and the benefits that contribute to value can be defined qualitatively or quantitatively
Focusing on outcomes enables project teams to support the expected benefits of value creation
Project teams evaluate progress and make adaptations to maximize expected value
Project management business documents
The project sponsor is usually responsible for the development and maintenance of the business project case document
The project manager is responsible for providing advice and insights to align the success criteria within the project business case, project charter, and project benefits management plan
The project manager should tailor the above project documents appropriately for the project
Some organizations maintain program-level business cases and business management plans, and project managers should work with the appropriate program managers to ensure that project management documents are consistent with program documents
Project business case
Many projects, though not all, are initiated based on a business case
Projects may also be initiated due to the need to modify processes, products or services
Project In all cases, the project purpose is to deliver an expected outcome that meets a need through a valuable solution
A project business case can contain information on strategic alignment, risk exposure assessment, economic feasibility studies, return on investment, expected key performance measures, assessments and alternative approaches
The business case can explain the expected value contribution of the project results from both qualitative and quantitative aspects, or both.
The project business case is used to demonstrate the effectiveness of the benefits of the selected solution that lacks sufficient definition, and is the basis for initiating subsequent project management activities.
Listed goals and reasons for project initiation
Is a project business document that can be used throughout the project life cycle
Conduct business case before project launch and may make decision to continue/terminate project
Project revenue management plan
Project benefits are the results of actions, behaviors, products, services or results that create value for the sponsoring organization and the project’s intended beneficiaries.
The project benefits management plan describes how and when benefits will be realized by the project and the benefits measurement mechanisms that should be developed
Target benefits should be determined early in the project life cycle and a benefit management plan should be developed accordingly, including
Target benefits: tangible and intangible values, financial value is reflected in net present value
Strategic Alignment: The extent to which project benefits are consistent with the organization’s business strategy
Time limit for realizing benefits: stage benefits, short-term benefits, long-term benefits and continuous benefits
Benefits Owner: The person responsible for monitoring, recording, and reporting on realized benefits throughout the timeframe established by the plan
Metrics: Shows direct and indirect measures of realized benefits
Hypothesis: a factor that is expected to exist or be obvious
Risk: the risk of realizing gains
Developing a revenue management plan requires the use of data and information from the business case and needs assessment
The benefits management plan and project management plan describe how the business value created by the project can become part of the ongoing operations of the organization, including the metrics used. Metrics verify business value and confirm project success
The development and maintenance of a revenue management plan is an iterative activity
It is a supplementary document to the business case, project charter and project management plan.
The project manager and sponsor work together to ensure that the project charter, project management plan, and benefits management plan remain consistent throughout the project life cycle
Net present value NPV
Net Present Value
Net present value refers to the difference between the net cash flow generated by the investment plan and the present value of the original investment after discounting it at the capital cost.
Net present value = discounted cash flow of future earnings - initial investment
NPV takes into account risk
The sum of the net present values at each stage is the final financial net present value of the project.
If the net present value is greater than 0, the plan is basically feasible. The greater the net present value, the better the plan and the better the investment income.
internal rate of return IRR
Internal Rate of Return
The discount rate when the net present value is 0 is the internal rate of return of the project
Guidance value for the project: Relate the income during the life cycle of the project to its total investment, indicate the rate of return of the project, and decide whether it is worth investing in
The bigger the IRR, the better (at least greater than the industry benchmark internal rate of return)
Payback period PBT
payback time
The time required for cumulative economic benefits to equal the initial investment costs
Divided into static investment payback period and dynamic recovery investment payback period
Static payback period: does not consider time value
Dynamic payback period: discount first and calculate now
The shorter the better
Benefit cost ratio BCR/investment profit rate ROI
Benefit Cost Ratio
Net profit to cost ratio
The bigger the better
Return of Investment
Investment profit rate = (annual) total profit / total investment * 100%
The bigger the better
Identify, evaluate and respond to system interactions
systems thinking
Identify, assess and respond to the dynamic environment within and around projects from a holistic perspective to positively impact project performance
A project is a system composed of multiple project-dependent and interacting activity domains.
Systems thinking requires a holistic view of how the various parts of a project interact with each other and with external systems
Systems are constantly changing and require constant attention to internal and external conditions
The project team should be responsive to system interactions, allowing the project team to take full advantage of positive outcomes
A system is a set of interacting and interdependent components that function uniformly as a whole
Viewed as a whole, the project is a multi-faceted entity that exists in a dynamic environment and can exhibit various characteristics of the system. The project team should recognize the overall view of the project and treat the project as a system with its own working components.
A project can operate within other larger systems, and a project deliverable can be a component of a larger system designed to achieve benefits
Projects may also contain subsystems required for effective integration to deliver expected results. For example, when a single project team develops separate components of a deliverable, all components should be integrated effectively. Require project teams to interact regularly and align the work of subsystems
Consider the timing element of the system, that is, what the project will deliver or achieve over time. For example, if a project deliverable is released in increments, each increment extends the cumulative results or capabilities of the previous version. The project team should consider the time from project end to when the project deliverables reach operational status in order to achieve the desired outcomes
The following skills support a systems perspective on projects
Have empathy for the business world
Critical thinking that focuses on the big picture
Align project goals, objectives and goals with the client organization’s goals, objectives and vision
Challenge assumptions and thinking patterns
Seek external review and advice
Use integrated methods, artifacts, and practices to achieve a common understanding of project work, deliverables, and outcomes
Use modeling and scenarios to envision how system dynamics interact and react
Proactively manage integrations to help achieve business results
Identifying, evaluating, and responding to system interactions can lead to the following positive outcomes
Consider uncertainty and risk in projects early, explore unexpected options and consider unintended consequences
Ability to adjust assumptions and plans throughout the project lifecycle
Continuously provide information and insights to inform planning and delivery
Communicate plans, progress and forecasts clearly to relevant stakeholders
Ability to adapt to the changing needs of end users, sponsors and customers of project deliverables
Ability to see synergies and savings between aligned projects or initiatives
Ability to capitalize on untapped opportunities or see threats faced or posed by other projects/initiatives
Provide clarification on optimal project performance measurement and its impact on the behavior of those involved in the project
Decisions that benefit the entire organization
Identify risks more comprehensively and wisely
Demonstrate leadership behaviors
summary
Demonstrate and adapt leadership behaviors to support individual and team needs
Effective leadership behaviors drive project success and contribute to positive project outcomes
Any team member can demonstrate leadership behaviors
Leadership is different from authority
Effective leaders adapt their style to the situation
Effective leaders recognize motivational differences among project team members and demonstrate expected behavior in terms of honesty, integrity, and ethical conduct
Leadership is not power. Leadership is more about the ability to influence others to produce good results, rather than making others obey through authority pressure.
Project environments that prioritize vision, creativity, motivation, enthusiasm, encouragement, and empathy—traits often associated with leadership—can support better outcomes
Leadership includes the attitudes, talents, character and behaviors that influence individuals inside and outside the project team to achieve desired results
Anyone working on projects can demonstrate effective leadership traits, styles and skills to help the project team execute and deliver the required results
Effective leadership will only be demonstrated in the specific situation where it is most suitable. Changing the leadership style according to different situations makes the abilities that need to be mastered, e.g.
In moments of chaos, directive actions provide greater clarity and motivation than collaborative problem-solving.
For environments with highly competent and engaged employees, delegation is more effective than centralized coordination
When conflict arises, neutral guidance is more helpful than detailed advice
leadership style
Depending on the factors at play, the project manager may change his style. The main factors to consider include: the characteristics of the leader, the characteristics of the team members, the characteristics of the organization, and the characteristics of the environment.
laissez-faire leadership
The power of the team is located in each member. The leader stays outside the team work and plays a passive service role. His role is a bit like an information transmitter and a logistics waiter. The leader lacks instructions on the team's goals and work policies. There is no clear guidance on specific work arrangements and personnel deployment.
transactional leadership
Servant leadership - commonly used in agile
Transformational leadership - new system/new project standby
charismatic leadership
interactive leadership
autocratic leadership
Only focusing on work goals, only caring about work tasks and work efficiency, not caring enough about team members, and positioning power in the hands of individual leaders
democratic leadership
Power is located in all members. The leader only plays the role of a guide or committee chair. The main task is to mediate and arbitrate among members.
The team's goals and work policies should be made public as much as possible, everyone's opinions should be solicited, and everyone's approval should be sought. Issues such as specific work arrangements and personnel deployment should be decided through joint consultation.
shared leadership
Refers to a management team composed of a leader and his subordinate members who share leadership responsibilities. The leader must get rid of the traditional concept of being solely responsible and controlling everything, so that subordinate members are more willing to take responsibility and take more initiative.
Team members have greater responsibility for the success or failure of the overall work. They all participate in the management functions of the organization. They must be responsible for the success or failure and management of the organization. The perspective of thinking about problems changes from their own field to the overall situation.
The effect is different at different stages of team development. In some cases, it is necessary to use the traditional autocratic way to lead the team and choose flexibly according to different scenarios.
Tailor to the environment
Brief description
Design a project development approach based on the context of the project and its goals, stakeholders, governance and environment, using just enough processes to achieve the desired outcomes while maximizing value, managing costs and increasing velocity
Every project is unique
Project success depends on adapting to the unique circumstances of the project to determine the most appropriate method to produce the desired results
Tailoring methods is iterative and is an ongoing process throughout the project
Tailoring is the thoughtful adjustment of relevant project management methods, governance and processes to make them more suitable for the specific environment and current tasks
Tailor an appropriate framework that brings flexibility to consistently produce positive outcomes within the context of the project life cycle. The business environment, team size, level of uncertainty and project complexity are all considerations in how to tailor a project system
Tailoring can be done from a holistic perspective, including interrelated complexities that should be considered. By using "just enough" processes, methods, templates, and artifacts to achieve the project's intended outcomes. Tailoring to maximize value, manage constraints and improve performance
The project team, together with the PMO, considers governance considerations, discusses on a project-by-project basis, and determines the delivery method and resources required to produce results.
To some extent, each project requires tailoring because each project exists in a specific context
The project team should tailor the project method to adapt to the unique characteristics of the project and its environment, which will help improve project performance and increase the probability of project success.
A tailored project approach can generate direct and indirect benefits for the organization, such as:
Project team members develop a deeper commitment because they participate in the definition of the approach
There will be less waste in actions or resources
Customer-oriented - because the needs of customers and other stakeholders are important factors influencing project tailoring
Project resources are used more efficiently
Tailoring projects can lead to positive outcomes
Improve innovation, efficiency and productivity
Learn lessons learned so improvements to specific delivery methods can be shared and applied to the next round of work or future projects
The organization's methodology is further improved by adopting new practices, methods, and artifacts
Improved results, processes and methods discovered through experimentation
Enable effective integration of methods and practices for delivering project results within project teams with multiple professional backgrounds
Organizational adaptability increases in the long run
Integrate quality into processes and deliverables
Brief description
Maintain a focus on the quality of produced deliverables that meet project objectives and are consistent with the needs, purpose, and acceptance requirements of relevant stakeholders
Project quality must meet the expectations of stakeholders and meet project and product needs
Focus on meeting deliverable acceptance criteria
Ensure project processes are as appropriate and effective as possible
Quality: the degree to which a set of inherent characteristics meets requirements
Class: A classification of products or services that have the same purpose but different technical characteristics.
Accurate: the results of repeated measurements are very convergent and have little dispersion
Accurate: the measured value is very close to the actual value
Modern quality management concept
Five basic concepts: customer satisfaction, prevention is better than inspection, continuous improvement, management responsibility, and mutually beneficial cooperation with suppliers.
A fundamental premise: project quality management must take into account both project management and project products.
The five levels of quality management, arranged in increasing order of effectiveness, are as follows
Let customers discover defects: may result in warranty issues, recalls, damage to goodwill, rework costs
Detect and correct defects by controlling quality before sending the deliverable to the customer. There are costs associated with this process, primarily assessment costs and internal failure costs
Check and correct the process itself through quality assurance: not just specific defects
Integrate quality into the planning and design of projects and products: Create a culture across the organization that is focused on and committed to process and product quality
Dimensions of quality
Performance: Whether the functionality of the deliverable meets the expectations of the project team and other stakeholders
Consistency: Whether the deliverable is suitable for use and meets specifications
Reliability: Does the deliverable produce consistent metrics every time it is executed or produced?
Resilience: Whether the deliverable can cope with unexpected failures and recover quickly
Satisfaction: Whether the deliverable will receive positive feedback from end users
Uniformity: Is the deliverable identical to other deliverables produced in the same way?
Efficiency: Whether the deliverable produces maximum output with minimum input and human effort
Sustainability: whether the deliverable will have a positive impact on economic, social and environmental parameters
quality cost
Cost of quality COQ refers to all costs incurred during the entire product life cycle to evaluate whether a product or service meets the requirements and because it does not meet the requirements.
consistency cost
prevention cost
Choose to do things at the right time
training
Supplier survey
Evaluate costs
Losses caused by destructive testing
non-conformity cost
internal failure cost
scrap
in stock
external failure costs
business loss
Warranty
Raw materials are not quality costs
Master complexity
summary
Continuously assess and navigate project complexity so that these methodologies and plans enable the project team to navigate the project life cycle
Complexity is caused by human behavior, system interactions, uncertainty and ambiguity
Complexity may arise at any time during the project
Complexity may arise from events or circumstances that impact value, scope, communication, stakeholders, risk, and technology innovation
Project teams can be vigilant when identifying elements of complexity and use various methods to reduce the amount and impact of complexity
A project is a system of interacting elements. Complexity is caused by human behavior, system interactions, uncertainty and ambiguity
The nature and number of interactions determine the complexity of the project. Complexity arising from interactions arises from project elements, interactions between project elements, and interactions with other systems and the project environment
While complexity cannot be controlled, project teams can adjust their activities to address the effects of complexity
Project teams often cannot foresee the emergence of complexity because it is the result of the interaction of many factors such as risks, dependencies, events or interrelationships
Some causes may converge to produce a single complex effect, making it difficult to isolate the specific cause of the complexity
Project complexity is caused by individual elements within the project and the overall project system. For example: Project complexity may deepen with a greater number and diversity of stakeholders
Common sources of complexity
Human behavior: refers to the interaction of human behavior, behavior, attitudes and experiences
System behavior: The result of dynamic interdependencies within and between project elements, such as the integration of different technology systems that can lead to threats that impact the outcome and success of the project
Uncertainty and ambiguity: A state of not knowing clearly what will happen or how to understand a situation. Having many options or not knowing which is the best option can lead to ambiguity
Technological innovation: Technological innovation may lead to disruption of products, services, ways of working, processes, tools, technologies, procedures, etc. Uncertainty about new technologies and how they will be used increases complexity. Innovation has the potential to help projects generate solutions, but if the uncertainties associated with it are not identified, it can lead to chaos and increased complexity.
Optimize risk response
summary
Continuously assess risk exposures (including opportunities and threats) to maximize positive impacts and minimize negative impacts on projects and their outcomes
Individual and collective risks can impact a project
Risks may be positive - opportunities, or negative - threats
The project team will continuously respond to various risks throughout the project
An organization’s risk attitudes, appetites and thresholds influence how risks are addressed
Risk response measures
Match the significance of the risk
cost effective
Be realistic in the project environment
Relevant stakeholders reach consensus
by a responsible person
Core Concepts of Project Risk Management
Project risk management aims to exploit or enhance positive risks-opportunities and avoid or pick up negative risks
Every project has risk at two levels: each project has individual risks that impact the achievement of the project's objectives, and overall project risk that results from a combination of individual project risks and other sources of uncertainty.
Individual project risks: Uncertain events or conditions that, if they occur, could have a positive or negative impact on one or more project objectives
Overall project risk: the overall impact of uncertainty on the project, which is the positive and negative variation range of project results faced by stakeholders
The risk threshold reflects the risk appetite of the organization and project stakeholders and is the acceptable degree of variation in project goals.
Risk avoidance thresholds should be clearly defined and communicated to the project team, as well as reflected in the project's risk impact level definition.
Risk Management Overview
Risk is an uncertain event or condition that, if it occurs, will have an impact on at least one project objective, such as scope, schedule, cost, and quality.
The difference and connection between risk causes, risks and risk conditions (the project needs to apply for an environmental license, external participants are very uncontrollable, and the licensing agency delays the development of the license)
Three/Four Elements of Risk
event
Probability
Influence
reason
risk perspective
Risk stems from project uncertainty - uncertainty stems from uniqueness
Risk can be either a threat or an opportunity
Negative risks that have occurred are considered issues
Attitudes towards risks should be expressed as clearly as possible. Risks and responses should be communicated openly and honestly, without being veiled.
Different people have different attitude-utility functions towards risk
Factors affecting risk attitude: risk preference, risk tolerance, risk threshold
Understanding the organization's risk attitude will help formulate a risk management plan
Positive and negative risks are often referred to as opportunities and threats
Optimize risk response
Effective and appropriate risk responses can reduce individual and overall project threats and increase individual and overall project opportunities
The project team should consistently identify responses to potential risks, keeping in mind that responses have the following characteristics
Appropriateness and timeliness matched to risk significance
cost-benefit
Be realistic in the project environment
Relevant stakeholders reach consensus
by a responsible person
Embrace adaptability and resilience
summary
Incorporate adaptability and resilience into organizational and project team approaches to help projects adapt to change, recover from setbacks and advance project work
Adaptability is the ability to cope with changing situations
Resilience is the ability to absorb shocks and recover quickly from setbacks or failures
Focusing on results rather than output helps increase adaptability
Adaptability and resilience are beneficial traits for anyone undertaking a project
Remaining adaptable and resilient on projects keeps project teams focused on desired outcomes as internal and external factors change, helping them to recover from setbacks
Helps project teams learn and improve so they can recover quickly from failures or setbacks and continue to make progress in delivering value
Focusing on value and revenue makes teams adaptable and resilient
Capabilities that support adaptability and resilience include
Short feedback loops for quick adaptation
Continuous learning and improvement
Project teams with a broad skill set, as well as individuals with extensive knowledge in each required skill area
Regularly review and adjust project work to identify and improve opportunities
Diverse project teams for broad experience
Open and transparent planning involving external and internal stakeholders
Small-scale prototyping and experiments to test ideas and try new approaches
The ability to fully utilize new ways of thinking and working
Process design that balances work speed and demand stability
Organizational open dialogue
Diverse project teams with broad skill sets, cultures and risks, as well as subject matter experts in each required skill area
Ability to understand the learning outcomes gained in the same or similar work in the past
Ability and willingness to anticipate multiple potential scenarios and prepare for a variety of possible situations
Delay decisions until the last moment of responsibility
management support
Open design that balances speed and stability
Drive change to achieve desired future state
summary
Prepare affected persons to adopt and sustain new and different behaviors and processes required to transition from the current state to the expected future state resulting from project outcomes
An institutional approach to change helps individuals, groups, and organizations transition from their current state to their desired future state
Change may arise from internal influences or external sources
Facilitating change can be challenging because not all stakeholders are receptive to the change
Trying to make too many changes in a short period of time can lead to change fatigue and/or resistance
Stakeholder engagement and motivation methods help change go smoothly
main content
Change management or enablement is an integrated, cyclical and structured approach that enables individuals, groups and organizations to transition from their current state to a future state that achieves desired benefits
Unlike project change control, change control is a process by which the project team identifies and records modifications to project documents, deliverables, or baselines and then approves or rejects those modifications
Changes in an organization may originate from within, such as the need for new capabilities or to address performance gaps
Change can also come from outside, such as technological advances, demographic changes, or socioeconomic pressures
Any type of change involves some degree of adaptation or acceptance by the groups experiencing the change and the industries with which they interact
It is also important to adapt the pace of change to the willingness, cost and ability of stakeholders and the environment to accept the change
If you try to implement too many changes in a short period of time, you may encounter resistance due to change saturation
Even if stakeholders agree that a change will generate more value or enhance outcomes, they often struggle to take actions that will deliver higher benefits
To facilitate the realization of benefits, the project may also implement activities that reinforce the changes after they are implemented, thereby preventing people from returning to the initial state of affairs.
Kotter's Eight Steps to Change
Create a sense of urgency
Form a strong alliance
Communicate vision
clear obstacles
Create short-term results
Promote deep change
Underpin changes in corporate culture