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KEEP IT
SIMPLE
PROJEC
        T
MANAGEMEN
WHITEPAPER
Project management is essential
for many industries but many
organizations avoid applying it
claiming the complexity of its
processes and the increased
demand for continuous tracking.
Project management is essential
           for many industries but many
           organizations avoid applying it
           claiming the complexity of its
           processes and the increased
           demand for continuous tracking.




Most of the projects running everyday worldwide have a
short duration, small budget and limited resources that
often work for more than one project at the same time.
OPTIONS YOU HAVE:

NOT TO USE PROJECT
MANAGEMENT PROCESSES
Stressing conditions: Doing the same
job more than once by several people,
while leaving other tasks behind.
This is the begging of confusion!
OPTIONS YOU HAVE:

NOT TO USE PROJECT
MANAGEMENT PROCESSES
Stressing conditions: Doing the same
job more than once by several people,
while leaving other tasks behind.
This is the begging of confusion!


                                USE PROJECT
                                MANAGEMENT PROCESSES
                                 More stressing conditions:
                                 Implementing project management
                                 in detail may also be confusing, if
                                 applying more processes and tools
                                 than you probably really need.
OPTIONS YOU HAVE:

NOT TO USE PROJECT
MANAGEMENT PROCESSES
Stressing conditions: Doing the same
job more than once by several people,
while leaving other tasks behind.
This is the begging of confusion!


                                USE PROJECT
                                MANAGEMENT PROCESSES
                                 More stressing conditions:
                                 Implementing project management
                                 in detail may also be confusing, if
                                 applying more processes and tools
                                 than you probably really need.
Just keep it simple!


               let’s get started
Here, you will find some
basic steps to start with.
Here, you will find some
basic steps to start with.
Here, you will find some
basic steps to start with.



Ps. This is just a whitepaper!
Keep reading books, magazines, web sites,
blogs, take a seminar… anything that will help
you improve your knowledge and experience.
Here, you will find some
basic steps to start with.



Ps. This is just a whitepaper!
Keep reading books, magazines, web sites,
blogs, take a seminar… anything that will help
you improve your knowledge and experience.


        NOW START
Just got the job?
Congratulations!
Just got the job?
Congratulations!
    The contract has been signed,
    meaning that you have agreed
      to deliver the project within
    specific time frame and budget
          (at the same time…)
Just got the job?
Congratulations!
    The contract has been signed,
    meaning that you have agreed
      to deliver the project within
    specific time frame and budget
          (at the same time…)
Start working
the project of course!
Start working
the project of course!
Start working
the project of course!



   This is the first and most
    common mistake that
   many small companies and
         freelancers do.
Think first,
act later
1   preparation
    Projects, consists of people brought together to develop
    and create a service or a product to be used by people.




                                          The first thing to do, is to decide and
                                          select the people that will work for the
                                          project; and ensure their availability.

                                          Are they working on something else
                                          already? Probably yes, but do they
                                          have available time, or do you have to
                                          release them from what they’re doing
                                          and engage them to the new project?

                                                  It’s time for a meeting!
1   preparation
    Projects, consists of people brought together to develop
    and create a service or a product to be used by people.




                                          The first thing to do, is to decide and
Team selection                            select the people that will work for the
basic criteria
                                          project; and ensure their availability.
Skills
Availability                              Are they working on something else
Diversity                                 already? Probably yes, but do they
Teamwork                                  have available time, or do you have to
Experience                                release them from what they’re doing
                                          and engage them to the new project?

                                                  It’s time for a meeting!
2          planning
           Save efforts and money.




Provide all information required to
your project team. They need to
know exactly what they have to do,
when and why. Get the team together
and start project planning.

Set the objectives:
the most important tasks and
milestone dates of the project like the
final and intermediate deadlines and
meetings with the customer.
2          planning
           Save efforts and money.




Provide all information required to
your project team. They need to
                                          Plan the scope of
know exactly what they have to do,        the project.
when and why. Get the team together       Create the basic
and start project planning.               structure (WBS) for
                                          further planning.
Set the objectives:
the most important tasks and
milestone dates of the project like the
final and intermediate deadlines and
meetings with the customer.
2   planning
    Save efforts and money.




                              Develop a basic plan -a graph- of the
                              tasks to be done.
                              A detailed time schedule isn’t always
                              the right solution.
                              Focus on the sequence of the tasks
                              and the persons that will carry out
                              each one of them.
                              Set small goals for everyone in the
                              team if possible.
2     planning
      Save efforts and money.




                                Develop a basic plan -a graph- of the
                                tasks to be done.
Plan in detail what is
                                A detailed time schedule isn’t always
really needed, not
                                the right solution.
more and never less.
                                Focus on the sequence of the tasks
Motivate your team,             and the persons that will carry out
set goals.                      each one of them.
                                Set small goals for everyone in the
                                team if possible.
2
Questions:
          planning
           Save efforts and money.




 Is the plan realistic in terms of availability, skills, experience and
work distribution?
 How long will it take for each task to be completed?
 Are there any prerequisites before the begging of any task?
 How the team members have to collaborate to meet their goals?
2
Questions:
          planning
           Save efforts and money.




 Is the plan realistic in terms of availability, skills, experience and
work distribution?
 How long will it take for each task to be completed?
 Are there any prerequisites before the begging of any task?
 How the team members have to collaborate to meet their goals?

                                               If you can answer
                                               the questions,
                                               then you have set
                                               the basic structure
                                               of the project plan.
2   planning
    Save efforts and money.




                              The key to planning is to make sure
                              that you haven’t forgotten anything
                              might cause changes and re-
                              planning in the future.
                              Actually, there’s always something
                              missing and if you don’t notice it, the
                              customer will.
                              Just accept it and get prepared;
                              sent the customer the project plan
                              for approval.
2    planning
     Save efforts and money.




                               The key to planning is to make sure
                               that you haven’t forgotten anything
Changes are the
                               might cause changes and re-
only sure thing that
you will face when             planning in the future.
running a project.             Actually, there’s always something
Make your best not             missing and if you don’t notice it, the
to come from you               customer will.
and your team!                 Just accept it and get prepared;
                               sent the customer the project plan
                               for approval.
2         planning
           Save efforts and money.



Before starting to work decide how
you will track progress.
How often, daily or weekly?
You also need to know the amount of
work completed so far and what’s left
to be done.
A simple method is to focus on the
time (hours or days) planned for
each task.
Just calculate progress based on the
working hours completed and
compare against the planned.
2         planning
          Save efforts and money.



Before starting to work decide how
you will track progress.
How often, daily or weekly?         Spend some time to plan
You also need to know the amount of on how the project will
                                    be managed.
work completed so far and what’s left
to be done.
                                      How will you measure
A simple method is to focus on the    the progress?
time (hours or days) planned for      The team’s performance?
each task.
Just calculate progress based on the
working hours completed and
compare against the planned.
2   planning
    Save efforts and money.




                              How will you receive actual data,
                              sending emails, completing forms?
                              Select a method that fits better to
                              your team and engage them not to
                              forget updating their progress.
2    planning
     Save efforts and money.




Create a simple                How will you receive actual data,
standardized,
                               sending emails, completing forms?
communication plan.
                               Select a method that fits better to
You will find it at
least helpful.                 your team and engage them not to
You may also use it            forget updating their progress.
for communicating
with the customer.
start working,
3        at last (executing)
Keep your team connected.
A daily 15 or 30 minutes briefing to
discuss about progress, problems or
changes keeps the team in touch with
the big picture of the project.
Daily meetings help everyone to stay
consistent, while realizing the
importance of the process for the
project’s success.
start working,
3        at last (executing)
Keep your team connected.
A daily 15 or 30 minutes briefing to   Project management
discuss about progress, problems or    is about people.
changes keeps the team in touch with   Listen to them and be
the big picture of the project.        honest. This is the
Daily meetings help everyone to stay   best way to enhance
consistent, while realizing the        performance.
importance of the process for the
project’s success.
start working,
3   at last (executing)
             You may want to use a whiteboard
             easily accessible by everyone,
             writing down everyday’s tasks,
             notes and goals achieved!

             Continuous interaction helps the
             team to avoid future conflicts and
             misunderstanding.
start working,
3   at last (executing)
                You may want to use a whiteboard
                easily accessible by everyone,
Visibility
                writing down everyday’s tasks,
                notes and goals achieved!
Communication
                Continuous interaction helps the
Clarity
                team to avoid future conflicts and
                misunderstanding.
4           controlling
Control the project periodically.
A weekly progress control is great.
Is everything going as planned?
Probably not, but don’t worry!
This can happen to everyone!

Underestimated amount of work or
limited availability by a team member
may cause delays. Focus on the
variances from the initial plan and
check with your team for solutions to
get back on schedule.
4           controlling
Control the project periodically.
A weekly progress control is great.
Is everything going as planned?
Probably not, but don’t worry!          Set up standard
This can happen to everyone!            updating periods.

Underestimated amount of work or        Compare the results
limited availability by a team member   and find solutions the
                                        soonest possible.
may cause delays. Focus on the
variances from the initial plan and
check with your team for solutions to
get back on schedule.
4   controlling

          Project controlling is a repetitive
          process. Gathering actual data
          during execution and comparing the
          actual versus the planned work is the
          key factor that will help you meet
          your goals.
5         closing
Closing the project requires to finish all the
last details and get the final approval by the
customer.


Don’t forget to add value to your company
by sharing knowledge.
A closing meeting to discuss the lessons
learned from the project is priceless!
Communicate the experience gained and
improve your future performance by
creating a historical database for reference.
5         closing
Closing the project requires to finish all the
last details and get the final approval by the
customer.


Don’t forget to add value to your company        Never forget to
by sharing knowledge.                            celebrate when a
A closing meeting to discuss the lessons         project is over!
learned from the project is priceless!
Communicate the experience gained and
improve your future performance by
creating a historical database for reference.
Who is responsible?

    The role of the project manager,
     the person that will manage and
 coordinate the efforts, is recommended
  to be authorized by the organization.

   In small organizations, it is related
    with a senior manager’s job title,
    although it’s not always required.
project required?
          What is manager
                role requirements
Common acceptance, knowledge
                                      It doesn’t have to be a full time
and managing skills are some of the
                                      job; a few hours per week are
most important factors to consider
                                      enough for managing small,
when assigning the project
                                      simple projects.
manager’s role to a person.
project required?
        What is manager
              role requirements

You don’t have to assign all the projects to a single person; role
changing enhances responsibility and understanding among
the team members, helping to create a common organizational
culture in managing projects.
0



project management
   is a team play
Keep it simple
      think first, act later
       1 prepare
       2 plan
       3 execute
       4 control
       5 close
      work together
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Project Management - Keep it simple

  • 1. KEEP IT SIMPLE PROJEC T MANAGEMEN WHITEPAPER
  • 2. Project management is essential for many industries but many organizations avoid applying it claiming the complexity of its processes and the increased demand for continuous tracking.
  • 3. Project management is essential for many industries but many organizations avoid applying it claiming the complexity of its processes and the increased demand for continuous tracking. Most of the projects running everyday worldwide have a short duration, small budget and limited resources that often work for more than one project at the same time.
  • 4. OPTIONS YOU HAVE: NOT TO USE PROJECT MANAGEMENT PROCESSES Stressing conditions: Doing the same job more than once by several people, while leaving other tasks behind. This is the begging of confusion!
  • 5. OPTIONS YOU HAVE: NOT TO USE PROJECT MANAGEMENT PROCESSES Stressing conditions: Doing the same job more than once by several people, while leaving other tasks behind. This is the begging of confusion! USE PROJECT MANAGEMENT PROCESSES More stressing conditions: Implementing project management in detail may also be confusing, if applying more processes and tools than you probably really need.
  • 6. OPTIONS YOU HAVE: NOT TO USE PROJECT MANAGEMENT PROCESSES Stressing conditions: Doing the same job more than once by several people, while leaving other tasks behind. This is the begging of confusion! USE PROJECT MANAGEMENT PROCESSES More stressing conditions: Implementing project management in detail may also be confusing, if applying more processes and tools than you probably really need.
  • 7. Just keep it simple! let’s get started
  • 8. Here, you will find some basic steps to start with.
  • 9. Here, you will find some basic steps to start with.
  • 10. Here, you will find some basic steps to start with. Ps. This is just a whitepaper! Keep reading books, magazines, web sites, blogs, take a seminar… anything that will help you improve your knowledge and experience.
  • 11. Here, you will find some basic steps to start with. Ps. This is just a whitepaper! Keep reading books, magazines, web sites, blogs, take a seminar… anything that will help you improve your knowledge and experience. NOW START
  • 12. Just got the job? Congratulations!
  • 13. Just got the job? Congratulations! The contract has been signed, meaning that you have agreed to deliver the project within specific time frame and budget (at the same time…)
  • 14. Just got the job? Congratulations! The contract has been signed, meaning that you have agreed to deliver the project within specific time frame and budget (at the same time…)
  • 17. Start working the project of course! This is the first and most common mistake that many small companies and freelancers do.
  • 19. 1 preparation Projects, consists of people brought together to develop and create a service or a product to be used by people. The first thing to do, is to decide and select the people that will work for the project; and ensure their availability. Are they working on something else already? Probably yes, but do they have available time, or do you have to release them from what they’re doing and engage them to the new project? It’s time for a meeting!
  • 20. 1 preparation Projects, consists of people brought together to develop and create a service or a product to be used by people. The first thing to do, is to decide and Team selection select the people that will work for the basic criteria project; and ensure their availability. Skills Availability Are they working on something else Diversity already? Probably yes, but do they Teamwork have available time, or do you have to Experience release them from what they’re doing and engage them to the new project? It’s time for a meeting!
  • 21. 2 planning Save efforts and money. Provide all information required to your project team. They need to know exactly what they have to do, when and why. Get the team together and start project planning. Set the objectives: the most important tasks and milestone dates of the project like the final and intermediate deadlines and meetings with the customer.
  • 22. 2 planning Save efforts and money. Provide all information required to your project team. They need to Plan the scope of know exactly what they have to do, the project. when and why. Get the team together Create the basic and start project planning. structure (WBS) for further planning. Set the objectives: the most important tasks and milestone dates of the project like the final and intermediate deadlines and meetings with the customer.
  • 23. 2 planning Save efforts and money. Develop a basic plan -a graph- of the tasks to be done. A detailed time schedule isn’t always the right solution. Focus on the sequence of the tasks and the persons that will carry out each one of them. Set small goals for everyone in the team if possible.
  • 24. 2 planning Save efforts and money. Develop a basic plan -a graph- of the tasks to be done. Plan in detail what is A detailed time schedule isn’t always really needed, not the right solution. more and never less. Focus on the sequence of the tasks Motivate your team, and the persons that will carry out set goals. each one of them. Set small goals for everyone in the team if possible.
  • 25. 2 Questions: planning Save efforts and money. Is the plan realistic in terms of availability, skills, experience and work distribution? How long will it take for each task to be completed? Are there any prerequisites before the begging of any task? How the team members have to collaborate to meet their goals?
  • 26. 2 Questions: planning Save efforts and money. Is the plan realistic in terms of availability, skills, experience and work distribution? How long will it take for each task to be completed? Are there any prerequisites before the begging of any task? How the team members have to collaborate to meet their goals? If you can answer the questions, then you have set the basic structure of the project plan.
  • 27. 2 planning Save efforts and money. The key to planning is to make sure that you haven’t forgotten anything might cause changes and re- planning in the future. Actually, there’s always something missing and if you don’t notice it, the customer will. Just accept it and get prepared; sent the customer the project plan for approval.
  • 28. 2 planning Save efforts and money. The key to planning is to make sure that you haven’t forgotten anything Changes are the might cause changes and re- only sure thing that you will face when planning in the future. running a project. Actually, there’s always something Make your best not missing and if you don’t notice it, the to come from you customer will. and your team! Just accept it and get prepared; sent the customer the project plan for approval.
  • 29. 2 planning Save efforts and money. Before starting to work decide how you will track progress. How often, daily or weekly? You also need to know the amount of work completed so far and what’s left to be done. A simple method is to focus on the time (hours or days) planned for each task. Just calculate progress based on the working hours completed and compare against the planned.
  • 30. 2 planning Save efforts and money. Before starting to work decide how you will track progress. How often, daily or weekly? Spend some time to plan You also need to know the amount of on how the project will be managed. work completed so far and what’s left to be done. How will you measure A simple method is to focus on the the progress? time (hours or days) planned for The team’s performance? each task. Just calculate progress based on the working hours completed and compare against the planned.
  • 31. 2 planning Save efforts and money. How will you receive actual data, sending emails, completing forms? Select a method that fits better to your team and engage them not to forget updating their progress.
  • 32. 2 planning Save efforts and money. Create a simple How will you receive actual data, standardized, sending emails, completing forms? communication plan. Select a method that fits better to You will find it at least helpful. your team and engage them not to You may also use it forget updating their progress. for communicating with the customer.
  • 33. start working, 3 at last (executing) Keep your team connected. A daily 15 or 30 minutes briefing to discuss about progress, problems or changes keeps the team in touch with the big picture of the project. Daily meetings help everyone to stay consistent, while realizing the importance of the process for the project’s success.
  • 34. start working, 3 at last (executing) Keep your team connected. A daily 15 or 30 minutes briefing to Project management discuss about progress, problems or is about people. changes keeps the team in touch with Listen to them and be the big picture of the project. honest. This is the Daily meetings help everyone to stay best way to enhance consistent, while realizing the performance. importance of the process for the project’s success.
  • 35. start working, 3 at last (executing) You may want to use a whiteboard easily accessible by everyone, writing down everyday’s tasks, notes and goals achieved! Continuous interaction helps the team to avoid future conflicts and misunderstanding.
  • 36. start working, 3 at last (executing) You may want to use a whiteboard easily accessible by everyone, Visibility writing down everyday’s tasks, notes and goals achieved! Communication Continuous interaction helps the Clarity team to avoid future conflicts and misunderstanding.
  • 37. 4 controlling Control the project periodically. A weekly progress control is great. Is everything going as planned? Probably not, but don’t worry! This can happen to everyone! Underestimated amount of work or limited availability by a team member may cause delays. Focus on the variances from the initial plan and check with your team for solutions to get back on schedule.
  • 38. 4 controlling Control the project periodically. A weekly progress control is great. Is everything going as planned? Probably not, but don’t worry! Set up standard This can happen to everyone! updating periods. Underestimated amount of work or Compare the results limited availability by a team member and find solutions the soonest possible. may cause delays. Focus on the variances from the initial plan and check with your team for solutions to get back on schedule.
  • 39. 4 controlling Project controlling is a repetitive process. Gathering actual data during execution and comparing the actual versus the planned work is the key factor that will help you meet your goals.
  • 40. 5 closing Closing the project requires to finish all the last details and get the final approval by the customer. Don’t forget to add value to your company by sharing knowledge. A closing meeting to discuss the lessons learned from the project is priceless! Communicate the experience gained and improve your future performance by creating a historical database for reference.
  • 41. 5 closing Closing the project requires to finish all the last details and get the final approval by the customer. Don’t forget to add value to your company Never forget to by sharing knowledge. celebrate when a A closing meeting to discuss the lessons project is over! learned from the project is priceless! Communicate the experience gained and improve your future performance by creating a historical database for reference.
  • 42. Who is responsible? The role of the project manager, the person that will manage and coordinate the efforts, is recommended to be authorized by the organization. In small organizations, it is related with a senior manager’s job title, although it’s not always required.
  • 43. project required? What is manager role requirements Common acceptance, knowledge It doesn’t have to be a full time and managing skills are some of the job; a few hours per week are most important factors to consider enough for managing small, when assigning the project simple projects. manager’s role to a person.
  • 44. project required? What is manager role requirements You don’t have to assign all the projects to a single person; role changing enhances responsibility and understanding among the team members, helping to create a common organizational culture in managing projects.
  • 45. 0 project management is a team play
  • 46. Keep it simple think first, act later 1 prepare 2 plan 3 execute 4 control 5 close work together
  • 47. download share Denise