Project Management
Invest in a formal Project Management process to increase project success.
Without a formal Project Management (PM) process, organizations will:
- Fail to adapt PM processes to projects of varying complexity, applying either too much, or too little process rigor.
- Fail to adequately plan for and manage project risk.
- Overlook key PM activities or execute them poorly, leading to errors and omissions.
- Fail to ensure that project deliverables meet quality requirements.
- Complete projects late and/or over-budget.
- Deliver projects that fail to realize expected benefits.
- Experience poor customer and stakeholder satisfaction.
Workshop: Project Management
Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
Do-It-Yourself Implementation
The slides in this Best Practice Blueprint will walk you step-by-step through every phase of your project with supporting tools and templates ready for you to use.
Project Accelerator Workshop
You can also use this Best Practice Blueprint to facilitate your own project accelerator workshop within your organization using the workshop slides and facilitation instructions provided in the Appendix.
Module 1: Identify Project Level and Initiate the Project
The Purpose
- Assess the maturity of current PM processes and associated activities.
- Match the level of project control to the risk and complexity of the project.
- Learn how to analyze project stakeholders and develop an appropriate project charter.
Key Benefits Achieved
- Identify areas of the PM process that should be prioritized for improvement.
- Formal project levels that can be used to better match PM process to the risk and complexity of the project.
Activities
Outputs
Complete PM Maturity Assessment
- Project Management Maturity Assessment
Map out PM activities by project phase
Define project levels and control points
- Project Level Assessment
Identify and analyze stakeholders
- Stakeholder Register
Develop a project charter
- Project Charter
Included Resources
Identify Project Level and Initiate the Project
Project Management Maturity Assessment
Control Points – Level 1
Control Points – Level 2
Control Points – Level 3
Stakeholder Register
Level 1 Project Charter Template
Level 2 Project Charter Template
Level 3 Project Charter Template
Project Level Assessment
Module 2: Create the Project Plan
The Purpose
- Learn
how to:
- Create a comprehensive project plan.
- Plan for and manage project risk.
- Craft a quality and benefits plan.
- Plan for project communications.
- Prepare the organization to accept the changes that result from a project.
Key Benefits Achieved
- Avoid scope creep during project execution.
- Adequately prepare for project risks.
- Produce high quality deliverables that realize benefits for the organization.
- Engage project stakeholders successfully.
- Mitigate organizational resistance to change.
Activities
Outputs
Define scope
- Scope Statement
Develop a WBS
Create a staffing plan
- Staffing Plan
Identify and evaluate risks
- Risk Management Plan
Develop a quality plan
- Quality Management Plan
Create a communications plan
- Communications Management Plan
Create an organizational change management plan
- Change Impact Assessment and Register
- Learning and Development Plan
Create a benefits realization plan
- Benefits Realization Plan
Included Resources
Create the Project Plan
Level 1 Scope Statement Template
Level 2 and 3 Scope Statement Template
Project Staffing Plan
Risk Management Workbook: Level 1
Risk Management Workbook: Level 2 and 3
Quality Management Workbook
Level 1 Communications Management Plan Template
Level 2 and 3 Communications Management Plan Template
Change Impact Assessment Tool
Change Impact Register
Learning and Development Plan
Benefits Management Plan
Module 3: Manage, Monitor, and Control the Project
The Purpose
- Understand how to manage and communicate with stakeholders and the project team to achieve superior results.
- Learn how to appropriately monitor and control project progress.
- Formalize a change control process that can be adapted for changes of varying size and impact.
Key Benefits Achieved
- Increased stakeholder satisfaction.
- Increased stakeholder engagement.
- Highly engaged and productive team.
- Minimal scope creep.
- High quality deliverables.
- Effective risk management.
Activities
Outputs
Kick-off the project
- Project Kick-off Agenda
- Project Status Meeting Agenda
- Project Status Reports
Manage stakeholders
- Strategies for resolving stakeholder management challenges
Manage the team
- Strategies for resolving project team management challenges
- Team Performance Evaluation
Manage changes to scope
- Change Control Process
Monitor and control risks
Perform quality control
Obtain sign-off on deliverables
- Deliverable Sign-off Form
Included Resources
Manage, Monitor, and Control the Project
Customer/Sponsor Project Status Meeting Template
Project Status Calculator
Level 1 Project Status Report Template
Level 2 and 3 Project Status Report Template
Issue Log: Level 1
Issue Log: Level 2 and 3
Project Team Project Status Meeting Template
Team Member Performance Evaluation
Level 1 Project Change Request Template
Level 2 and 3 Project Change Request Template
Project Change Request Log Template
Deliverable Acceptance Form Template
Module 4: Close the Project, Track Benefits, and Set Up a PMO
The Purpose
- Learn how to properly close a project.
- Formalize the handover of project deliverables from the project team to the operations team.
- Ensure that project benefits are realized after project implementation.
- Set up a Project Management Office (PMO).
Key Benefits Achieved
- Smooth handover to Operations that ensures fewer issues arise after the project has closed.
- Benefits defined in the business case can be measured and reported to key stakeholders.
- PMO can be established and developed that will facilitate greater project success and project portfolio value.
Activities
Outputs
Identify project close and handover activities
- Handover to Operations
- Final Sign-off and Acceptance
Conduct a project post-mortem
- Post-Mortem Review
Perform a post-implementation review
- Post-Implementation Review
Track and measure project benefits to achieve benefits realization
- Benefits tracking and measurement
Define key PMO objectives
Choose a PMO model
Define PMO scope
- PMO Charter
Determine PMO success criteria and metrics
- Process Compliance Checklist
- Projects Scorecard
Included Resources
Close the Project, Track Benefits, and Set Up a PMO
Final Sign-Off and Acceptance Form Template
Handover to Operations Template
Post-Mortem Review Template
Post-Implementation Review Template
Track and Measure Benefits Tool
PMO Charter Template
PMO PM Skills Inventory
PMO Process Compliance Checklist
PMO Projects Scorecard
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