SlideShare une entreprise Scribd logo
1  sur  37
The Project Management Basics Work Book:
With Behavioral and Technical Quick Connects

Prepared by Mitchell W. Manning, Sr. to serve as an example for basic project
management training for individuals and organizations
Note: This workbook is the companion piece for the PowerPoint presentation "The Project Management
Work Shop" also on SlideShare.
If needed, Mitch can help you customize the work shop and work book to your company, your culture, your
team, your project management policy, procedures, and software.

Email: MitchellWManning@aol.com

1
Project Management Basics Work Book:
With Behavioral and Technical Quick Connects
This “hands on” work book is designed to give newly assigned project team members an understanding
of project management basics, and the regulatory, technical, and behavioral responsibilities and
accountabilities. As a participant, you will learn and practice project management basics in each of the
five stages of project management, from initiating to closing the project. You will be able to contribute
more quickly and effectively in project team assignments, and instruct others on the technical and
behavioral responsibilities and accountabilities within the project team.
Project Management Basics are key to project success, for organizations and individuals regardless of
project complexity and size. All team members need to have a sound understanding of project
management basics, the technical requirements and the behavioral skills to work with others effectively
and successfully. Team members contribute more timely and at a higher level when they are well trained
and well treated. This course provides the participants with the basic technical knowledge and behavioral
skills.
Newly assigned project team members; individuals with project responsibilities; project trainers; and,
individuals from human resources, manufacturing, finance, purchasing, marketing and sales, logistics,
and engineering who need a general understanding of project responsibilities and accountabilities will
benefit from the systematic and logical presentation of the technical and behavioral basics gleaned from
the experiences, and teachings, of successful project team members/leaders/managers.
Day One/Lesson One
You will learn to:
define and scope a project
apply 6 key questions in 5 key project stages
define and lead initiating, planning, staffing, controlling, and closing projects
map a project and apply the seven basic tools essential to effective project management
contribute to and lead effective project meetings
contribute to and lead effective project problem solving and decision-making
Day Two/Lesson Two
You will learn to:
present yourself to the project manager and project members
assess you project management experience
work with the best project team member, and the worst
use your organizational values and ethics to motivate the project team
present your ideas
train others
evaluate others
plan next steps
give positive and negative information/feedback
summarize and close meetings
self-analyze for strategic project leadership
explore project management websites for growth and development
Day Three/Lesson Three
You will learn to:
describe the project to key stakeholders
write the project charter
document the preliminary project proposal questions
build project support and gain buy-in
plan project resources
sell your project to others
build external project support
use a project checklist for strategic leadership from beginning to close

2
Table of Contents
Project Management Basics
2
Project Management Overview
Technical Quick Connects
7
One Page Project Process Map
8
One Page Question to the Void Worksheet
9
One Page Project Overview Worksheet
10
One Page Project Initiating Worksheet
11
One Page Project Planning Worksheet
12
One Page Effective Meeting Worksheet
Behavioral Quick Connects
13
Presenting Yourself
14
Self-Assessment - Project Management Experience
15
Best Team Player/Worst Team Player
16
Organization Values and Ethics
17
Presenting Your Ideas
18
Training Others
19
Evaluating Others
20
Planning Next Steps
21
Evaluating/Giving Feedback
22
Summarizing and Closing
23
Self-Analysis for Strategic Leadership
26
Exploring Project Management Websites
Project Management Communication Workbook
28
Describe the Project
29
Write the Project Charter
30
Preliminary Project Proposal Questions
31
Building Project Support and Getting Buy-in
32
Project Resource Planning
33
Selling Your Project
34
Building External Project Support
35
Project Checklist for Strategic Leadership

3
Project Management Basics Work Shop
Date:_________________
My name is:
I work for:
My job is:

______________________________________________
______________________________________________
______________________________________________

I am attending Project Management Basics to:
____________________________________________________________
____________________________________________________________
____________________________________________________________
____________________________________________________________

My current project assignments are (limit to your top 3):
____________________________________________________________
____________________________________________________________
____________________________________________________________

Projects succeed because:

Projects fail because:

4
Project Management Basics:
What is project management?
The time bound use of limited resources to achieve a fixed outcome.
Why is project management needed?
For behavioral and technical control.
Where do projects originate?
Aware/Believe/Comprehend/Do/Excel
What are the thinking processes for managing projects?
What is happening?
What good might happen, and how to enhance?
What can go wrong, and how to reduce damages?
What needs to be done, and how to manage?
What is wrong, and what to do?
What is the project management process?
5 basic process groups
What information/knowledge is needed to manage projects?
9 knowledge areas
How to collect project management information and knowledge?
6 faithful servants
What builds project management culture?
Institutions/Language/Technology/Art
What are the key project management roles?
Sponsor/Stakeholder/Leader/Member/Observer
What are the basics of project management behavior?
S/T - ODARC
What are the basic project management behaviors?
The __ate behaviors.
What are the basic project management resources?
5 M's
What are the basic areas of project management responsibility?
Issues/Actions/Assignments/Resources/Schedules/ Review/Control
What is project scope and how is it determined?
A fixed amount of work to achieve a fixed outcome.
What is risk management and how is it determined?
Minimizing the impact of uncertain events on a fixed outcome.
5
What is cost/benefit?
Comparing the cost of fixed work with the benefit of a fixed outcome.
What are the key elements of the project definition?
What/Why/How/Where/When/Who
What are the key activities in project planning?
6 basic actions

Would it be nice to have a Project Management Job Aid?

6
One Page Project Process Map
Plan the Project

Project
Mission
Statement
Identify Desired
Outcome

Analyze the Project Opportunity

Lead the Project

Define the
Project

Design
Project Plan

Explore
Cause-Effect Causes
Diagram

Implement
Project Plan

Identify
Customers
Identify Customer
Requirements

Analyze the Project
Collect & Analyze
Data
Type
Size

Pareto Diagram

1
1
1111 11
1
6
3

Evaluate
Outcome

3
6
9

Check Sheet

Identify Supplier
Specifications
Histogram

Identify Steps in
the Process
Tools:
Top-down Flow
Chart
1
2
3

Flow Chart

Run Chart

. ..
...
.
Scatter Diagram

Yes

No

Desired
Outcome
Achieved
?

Yes

Control Chart

Identify Potential
Solutions

Cause
Identified
?
No

Work Flow Diagram

Select Solution(s)

Yes
Document &
Standardize
Continuous
Improvement
Loop
Monitor

Identify
Measures

7
Project Management Basics: Question to the Void Work Sheet
What: Question to the Void (Common Terms - data gathering, fact-finding, getting to the bottom )
Why: To question until you have all the information you need, and then some.
How
Initiating
Planning
Executing
Controlling
Closing

Where
Headquarters
Headquarters/On-Site
On-site
On-Site/Headquarters/Client
On-site

When
First Quarter
Second Quarter
Second - Fourth Quarter
Second - Fourth Quarter
Fourth Quarter

Who
Sponsor
Sponsor/Manager/Client
Team
Sponsor/Team/Client
Sponsor/Manager/Client

When you finish questioning to the void, you then ask "what else?"
I Keep six honest serving-men:
(They taught me all I knew)
Their names are What and Where and When
And How and Why and Who.
I send them over land and sea,
I send them east and west;
But after they have worked for me,
I give them all a rest.
I let them rest from nine till five.
For I am busy then,
As well as breakfast, lunch, and tea,
For they are hungry men:
But different folk have different views:
I know a person small-She keeps ten million serving-men,
Who get no rest at all!
She sends 'em abroad on her own affairs,
From the second she opens her eyes-One million Hows, two million Wheres,
And seven million Whys!
"The Elephant Child" Rudyard Kipling

8
Project Management Basics: Project Overview Work Sheet
What: Project Overview
Why: One page plan for sponsor and project team.
How
Initiating
Members
Money
Machines
Materials
Methods
Create/Innovate
Negotiate
Communicate
Motivate
Educate
Administrate
Planning
Members
Money
Machines
Materials
Methods
Defining
Scoping
Risk
Analysis
Schedule
Executing
Basic Process Model
Controlling
Situation Appraisal
Closing

Where
Headquarters

When
First Quarter

Who

Headquarters/On-Site

Second Quarter

On-site

Second - Fourth Quarter

Team

On-Site/Headquarters/Client

Second - Fourth Quarter

Sponsor/Team/Client
Team

On-site

Fourth Quarter

Sponsor
Sponsor/Client
Sponsor/Client
Sponsor/Client
Sponsor/Client
Sponsor/Client
Client/Sponsor
Sponsor/Client
Sponsor/Client/Manager
Sponsor/Leader/Client
Leader/Sponsor/Client
Manager/Sponsor/Client
Sponsor/Manager/Client
Operations
Finance
Operations
Operations
Administration

Sponsor/Manager/Client
9
Project Management Basics: Initiating Work Sheet
What: Initiating

(Common Terms - Preliminary Planning, and Kick-Off)

Why: Authorizing the project or phase
How
Initiating
Members
Money
Machines
Materials
Methods
Create/Innovate
Negotiate
Communicate
Motivate
Educate
Administrate

Where
Headquarters

When
Who
First Quarter
Sponsor
010203040506070809101112 Sponsor/Client
Sponsor/Client
Sponsor/Client
Sponsor/Client
Sponsor/Client
Client/Sponsor
Sponsor/Client
Sponsor/Client/Manager
Sponsor/Leader/Client
Leader/Sponsor/Client
Manager/Sponsor/Client

10
Project Management Basics: Planning Work Sheet
What: Planning

(Common Terms - defining, developing the plan, setting the stage)

Why: Defining and refining objectives of the project and selecting the best course of action to attain those objectives.
How
Planning
Members
Money
Machines
Materials
Methods
Defining
Scoping
Risk Analysis

Where
Headquarters/On-site

When
Second Quarter

Who
Sponsor/Project Team/Client
Manager
Manager/Finance
Manager/Operations
Manager/Operations
Manager/Administration

11
Effective Meeting: Project Management Worksheet

TEAM NAME____________________LEADER_____________________DEPT____
FACILITATOR___________________RECORDER__________________DATE___
_
MEMBERS' NAMES
TEAM MEETING COSTS
______________________
_______________number of members present
______________________
_______________(times) average hourly rate
______________________
_______________(times) average benefit value
______________________
_______________(equals) meeting costs
START: Time______Location______Guests_______
List objectives of This Meeting
_________________________________________________________________
_________________________________________________________________
_________________________________________________________________
HISTORY: Read and Approve Previous Meeting Minutes Yes____No_____
List Old Business Discussed
______________________________________________________________
______________________________________________________________
______________________________________________________________
ACTION: Describe How the Objectives of This Meeting Were Accomplished
______________________________________________________________
______________________________________________________________
______________________________________________________________
RATE: How Do We Feel About This Meeting? _____________________
______________________________________________________________
What Will We Do Different Next Meeting? _________________________
______________________________________________________________
PLAN: Schedule the Next Meeting, List Objectives, List Assignments
Date:_____________Time:___________________Location:______________
Objectives: _____________________________________________________
_______________________________________________________________
_______________________________________________________________
_______________________________________________________________
Assignment
Responsible Party
Due Date
_______________________________________________________________
_______________________________________________________________
_______________________________________________________________
Use back of worksheet if needed to continue/complete documenting the meeting.

12
Quick Connect

Behavioral Exercises
Project Management Basics
Exercise One

Presenting Yourself

Exercise Two

Self-Assessment - Project Management Experience

Exercise Three

Best Team Player/Worst Team Player

Exercise Four

Organization Values and Ethics

Exercise Five

Presenting Your Ideas

Exercise Six

Training Others

Exercise Seven

Evaluating Others

Exercise Eight

Planning Next Steps

Exercise Nine

Evaluating/Giving Feedback

Exercise Ten

Summarizing and Closing

Exercise Eleven

Self-Analysis for Strategic Leadership

Exercise Twelve

Exploring Project Management Websites

13
Exercise One
Presenting Your Self
1.
2.
3.
4.
5.
6.
7.

My job is…
This is what I'm good at…
This is how I work best…
These are my values…
This is the contribution I plan to make.
These are the results I expect to deliver.
This is how I expect to be held accountable.

Keep a list of your successes. Practice sharing
successes in a systematic and logical manner: clearly,
concisely and correctly using the following process.
Situation (or task assignment)
Observation
Decision
Action
Result
How I feel
What I learned

14
Exercise Two
Self-Assessment - Project Management Experience
How do you feel about your project experience?

What would you do differently?

List the

positives negatives

What do you want to do differently when you return
to work as a result of this course?

15
Exercise Three
Best Team Member and Worst Team Member

List behaviors of the best team member.

List the behaviors of the worst team member.

16
Exercise Four
Organization Values and Ethics
List your organizations values. Give a positive action
for each.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

17
Exercise Five
Presenting Your Ideas
Subject

Objective

Present Situation

Proposal

Advantages (3)

Disadvantages (2)

Action

18
Exercise Six
Training Others
(Systematic Teach)

What

Why

How

Example

Application

Evaluation

Summary and Next Steps

19
Exercise Seven
Evaluating Others
(Complementary Critique)

Agreement
Plan
Process
1.

How do you feel about…?

2.

What would you do differently?

3.

What else?

4.

This is how I feel about…(give your evaluation, positive and

negative) of things shared).

5.

This is what I need to share.

(Share observations, dates and times. Tell what you would continue to do and do
differently. Share your expectations for future performance.)

6.

Allow response, clarify and confirm evaluation.

7.

Set new agreement and plan.

20
Exercise Eight
Planning Next Steps using Situation Appraisal
Situation

Owner

Customer

Action

Resources

Dates

Opportunities

Problems

Decisions

Potential Problems

21
Mitchell W. Manning

Course
Evaluation

600 Dell Street
PO Box 635
Robersonville, NC 27871
252-795-3560 landline
252-714-3481 cell
manningmitch@aol.com

Course Information
Name of Participant
(optional):

Instructor Name:

Workshop:

Course Date:

Mitchell W. Manning

Project Management
Basics
October 21,22,and 23, 2008

Overall ratings

How well did the course meet its stated objectives?
How well did this course meet your expectations?

Course content
and structure

How understandable was the content?
How confident do you feel applying the concepts and skills taught in the course?
How do you rate the effectiveness of the presentation materials?
How was the length of the course? For this question, please use the following legend: 1
too long.

too short, 3

right length, 6

How well do you believe the assessment was tied to the training objectives?
Instructor
evaluation

Overall, how well did the instructor perform?
How knowledgeable did you feel the instructor was on this subject?
How well did the instructor answer questions?

Comments
What part of the course did you like the most?

What part of the course did you like the least?

Were there any topics you wanted to spend more time on?

What value do you feel this course brought to your knowledge and skills?

In your current position, what will you be able to do better or differently as a result of this course?

Please provide any additional comments, suggestions or recommendations. Use the back if needed.

Exercise Nine - Evaluating/Giving Feedback

22

6 N/A

5 Excellent

4 Very Good

3 Good

1 Poor

Please select a rating as a response to each question.

2 Sufficient

Ratings
Exercise Ten
Summarizing and Closing
Using "Active Listening"
Key Points
1.
2.
3.

Questions
1.
2.
3.

Actions
1.
2.
3.

23
Exercise Eleven - Self Analysis for Strategic Leadership
SELF-ANALYSIS WORKSHEET
Source: Baldridge National Quality Award
You are in an excellent position to identify your key strengths and key opportunities for
improvement (OFIs). Accelerate your project management career journey by doing a selfanalysis of your responses to the seven NQA Criteria Categories using this worksheet.
Start by identifying one or two strengths and one or two OFIs for each Criteria Category. For those of high importance,
establish a goal and a plan of action

Criteria Category

For High-Importance Areas

Importance
High, Medium, Low

Stretch (Strength) or Improvement
(OFI) Goal

What Action Is Planned?

By When?

Who Is
Responsible?

Category 1—Leadership
Strength
1.
2.
OFI
1.
2.
Category 2—Strategic Planning
Strength
1.
2.
OFI
1.
2.
Category 3—Customer and Market Focus
Strength
1.
2.
OFI
1.
2.
Category 4—Measurement, Analysis, and Knowledge Management
Strength

24
Criteria Category

For High-Importance Areas

Importance
High, Medium, Low

Stretch (Strength) or Improvement
(OFI) Goal

What Action Is Planned?

By When?

Who Is
Responsible?

1.
2.
OFI
1.
2.
Category 5—Workforce Focus
Strength
1.
2.
OFI
1.
2.
Category 6—Process Management
Strength
1.
2.
OFI
1.
2.
Category 7—Results
Strength
1.
2.
OFI
1.
2.

25
Exercise Twelve - Project Management Website Exploring

Project Management Institute

ProjectManagementBookOfKnowledge

Project Management Books

http://en.wikipedia.org/wiki/Project_management

26
Project Management Communication
Work Book

Contents: Project Management Worksheets
Step 1:

Describe the Project

Step 2:

Write the Project Charter

Step 3:

Preliminary Project Proposal Questions

Step 4:

Building Project Support and Getting Buy-in

Step 5:

Project Resource Planning

Step 6:

Selling Your Project

Step 7:

Building External Project Support

Step 8:

Project Checklist for Strategic Leadership

27
Project Management Worksheet
Step 1: Describe the Project
Who is the sponsor?
What is the project, and its scope?
Why is the project important?
How will the project be managed?
What resources are needed? Where and When?
Where is the project located?
When does the project start and close?
Who is on the project leadership team?
What are the project roles, responsibilities and accountabilities?

What is my assignment?

Why am I on the project team?

When do I work on the project (start and finish)?

Who are my customers?

Who do I report to?

Where will my efforts be directed?

28
Project Management Worksheet
Step 2: Write the Project Charter

Provide project specific information/data: Include your mission statement, brief description of your
project assignment, number of people served, and staff, volunteer and project team data, if appropriate.
Describe the need: Clearly, concisely and specifically tell the sponsor why there is a project.
Explain what you will do: Describe precisely what will take place as a result of the resources. Provide
just enough detail to strengthen the sponsor's interest and support.
Overview Needed Resources: Begin with reference to your prior contact with the sponsor, if any.
Clearly and concisely state the resources required for completing the project/your assignment.
Close: Connect your proposal and mission to the sponsor's mission and interest. Tell how the project
outcomes will serve your assignment and the sponsor's interests.

Attachments:
Budget - Show the total cost of the project. Include future funding only if the absence of the
information will raise questions.
Project Team List - provided by the Project Planning Team
Charter - provided by the Project Planning Team
Financial Documentation - provided by Project Planning Team
Brief Bios of Key Team Members - include only project related education and experience.

29
Project Management Worksheet

Step 3: Preliminary Project Management Questions
What resources will you need?

What capabilities do you, and your project team, have?

List Sponsor support for executing the project.

List additional support needed, if any, for executing the project proposal.

30
Project Management Worksheet

Step 4: Building Project Support and Getting Buy-in

Identify two or three related major organizational challenges/problems your sponsor is currently facing.

Describe how your project/idea relates to or helps resolve these opportunities/problems.

Who are the project sponsor(s) and project champion(s), and why?

What can these people contribute to executing the project?

What role will each person have, and responsibilities and accountabilities?

31
Project Management Worksheet
Step 5: Resource Planning for the Project

Available Resources:
Members: List and describe people with special knowledge, skills, and related project
experience.
Facilities: List and describe needed facilities.
Machines: List and describe available needed equipment.
Materials:
Money:
Time:
Methods:
Needed Resources:
Members: List and describe people with special knowledge, skills, and related project
experience.
Facilities: List and describe needed facilities.
Machines: List and describe available needed equipment.
Materials:
Money:
Time:
Methods:
.
Who is needed on your project team?

What can these people contribute to executing the project?

What role, responsibilities and accountabilities will each person have?

What is the project evaluation plan?
How will it be used for monitoring and controlling the project?
How will it be used for initiating, planning, executing and closing the project?

32
Project Management Worksheet

Step 6: Selling Your Project

Tell how and why your project is unique:

Tell how and why your project is timely:

Tell how and why your project is urgent:

Tell how and why your project is compelling:

Tell how your implemented project will capitalize on the organization's strengths:

Tell how your project will capitalize on the sponsor's interests/mission/strengths:

Tell how your implemented project will address your organizations
opportunities/problems/challenges/weaknesses:

33
Project Management Worksheet

Step 7: Building External Project Support
Networking: List organizations/individuals/groups with shared interests in your project
outcomes/impact.

Personal Contacts: List contacts you have and need to have.

Meetings and Conferences: List meetings and conferences to attend where you can meet and talk with
people with shared interests and experience about your project.

Collaborating People and Organizations: List organizations and contact people.
Initial Contact: List and provide contact information for initial contacts.
(First contact should be by phone, then letter, email, and visit.)

Benefits of Collaboration: List the advantages to these organizations of working with you and
your organization on your project.

34
Project Management Worksheet

Step 8: Project Checklist for Strategic Leadership
1.

Confirm Strategic Need by using current year planning process documentation.

2.

Draft initial project idea.

3.

Assess your individual and organizational capability.

4.

Assess the need for the project.

5.

Identify and select the funding source(s) for the project.

6.

Plan the project.

7.

Write the project charter.

8.

Gain project approval and commitment.

9.

Execute the project.

10.

Manage and document the project.

11.

Evaluate the project management.
Impact in benefits to the Sponsor and Target Population
Financial documents (budget, invoices, contracts)
Personnel documents (time, salary, benefits, recruiting, hiring, evaluation)
Project checklist (goals compared to outcomes)
Executive Summary of project plan and project execution schedule.

12.

Close the Project.

13.

Celebrate

35
Mitchell W. Manning, Sr.
Chief Priorities Officer, Priorities Limited
Mitch is a Glaxo-Wellcome retiree (now GlaxoSmithKline). Positions held during his career are:
Lead Chemical Processor, Senior Validation Specialist, Section Head of Employee Involvement
(Project Teams), and Section Head of Regulatory and Technical Training.
He helped develop the criteria for the Malcolm Baldridge National Quality Award and served
two times as an Examiner for the award. He also served two times as an Examiner for the
President's Quality Prototype Award.
Additional information about Mitch is available on LinkedIn.

Other titles by Mitch on SlideShare with free downloads
Regulatory Compliance
Managing Regulatory Compliance: Responsibility and Accountability for All Levels and All Positions
http://www.slideshare.net/FastFix/managing-regulatory-compliance
Regulatory Compliance: One Consultant's Perspective
http://www.slideshare.net/FastFix/regulatory-compliance-2010-one-consultants-perspective
The Ethics of (Regulatory) Compliance
http://www.slideshare.net/FastFix/the-ethics-of-compliance
Trends In GMP Compliance
http://www.slideshare.net/FastFix/trends-in-gmp-compliance-2012
Quality Systems Investigation Technique
http://www.slideshare.net/FastFix/quality-systems-investigation-technique
Quality Systems Approach Overview
http://www.slideshare.net/FastFix/quality-systems-approach-overview
Leadership for the FDA Inspection: The Managers' Review
http://www.slideshare.net/FastFix/leadership-for-the-fda-inspection-the-manager-review-2195423
Teambuilding for the FDA Inspection: The Employees' Review
http://www.slideshare.net/FastFix/team-building-for-an-fda-inspection-the-employee-review

Project Management
Project Management Basics
http://www.slideshare.net/FastFix/project-management-basics-15014809
Project Management Made Simple: Using Quick Connects
http://www.slideshare.net/FastFix/project-management-made-simplev2003final-3170477
Project Management Quick Connects: Essential Technical and Behavioral Skills for Project Success
http://www.slideshare.net/FastFix/project-management-quick-connects
Process Mapping for Systems Improvement
http://www.slideshare.net/FastFix/process-mapping-for-systems-improvement
Grant Writing: The Project Proposal Work Book
http://www.slideshare.net/FastFix/grant-writing-project-proposal-workbook

Training
Training and Performance Management Guide
http://www.slideshare.net/FastFix/training-and-performance-management-guide
Corporate Training and Development Catalog
http://www.slideshare.net/FastFix/corporate-training-and-development-catalog
Corporate Training Documentation: Learning Management Systems Basics
http://www.slideshare.net/FastFix/corporate-training-documentation-management
Corporate Training for the Management Team
http://www.slideshare.net/FastFix/corporate-training-for-the-management-team
36
Leadership and Self-Development
Time Management: Skills, Tools and Techniques for Taking Control of Your Time
http://www.slideshare.net/FastFix/time-managementforprioritieslimited
Leadership and Teambuilding Skills: for Enhancing Motivation and Behavior
http://www.slideshare.net/FastFix/leadership-and-team-building
New Team Leader Work Book: A Guide for New Teams and Newly Appointed Leaders
http://www.slideshare.net/FastFix/new-team-leader-workbook
Insights Into Work Life Balance: Empowering MegaCorp (the slides)
http://www.slideshare.net/FastFix/empowering-mega-corp-slides
Insights Into Work Life Balance: Empowering MegaCorp (the fable)
http://www.slideshare.net/FastFix/empowering-mega-corp-4956999
Working With People: Six Core Principles
http://www.slideshare.net/FastFix/working-with-people
What To Say To Build Relationships
http://www.slideshare.net/FastFix/what-to-say-to-build-relationships

Job Interviews
How to Mind Read Your Interviewer: To Get the Job Offer
http://www.slideshare.net/FastFix/how-to-mind-read-the-interviewer
Learn to Mind Read the Interviewer: To Be Your Best At Job Interviews
http://www.slideshare.net/FastFix/learn-to-mind-read-the-interviewer
Career Development: A Fifty Year Process
http://www.slideshare.net/FastFix/career-development-a-fifty-year-process
Job Interview Skills Work Book
http://www.slideshare.net/FastFix/interview-skills-clinic-work-book-for-slide-share
Job Interview Skills Clinic (the slides)
http://www.slideshare.net/FastFix/interview-skills-clinic

37

Contenu connexe

Tendances

Managing your projects effectively in a shared resource environment
Managing your projects effectively in a shared resource environmentManaging your projects effectively in a shared resource environment
Managing your projects effectively in a shared resource environment
Stephen Hightower
 
Chapter5 project-management
Chapter5 project-managementChapter5 project-management
Chapter5 project-management
Vin Voro
 
Project management
Project managementProject management
Project management
Adeel Javaid
 
Enterprise project management 101
Enterprise project management 101Enterprise project management 101
Enterprise project management 101
Nate Auchter
 

Tendances (19)

12 Step Program and 12 Reasons why PRojects Fail
12 Step Program and 12 Reasons why PRojects Fail12 Step Program and 12 Reasons why PRojects Fail
12 Step Program and 12 Reasons why PRojects Fail
 
Project management chap 1_final
Project management chap 1_finalProject management chap 1_final
Project management chap 1_final
 
Steven James Pannett Dissertation
Steven James Pannett  Dissertation Steven James Pannett  Dissertation
Steven James Pannett Dissertation
 
Lean Projects with A3 Method
Lean Projects with A3 MethodLean Projects with A3 Method
Lean Projects with A3 Method
 
10 Project Management Mistakes
10 Project Management Mistakes10 Project Management Mistakes
10 Project Management Mistakes
 
Managing Creativity
Managing CreativityManaging Creativity
Managing Creativity
 
Visual project planning-en
Visual project planning-enVisual project planning-en
Visual project planning-en
 
Project Management Toolkit
Project Management ToolkitProject Management Toolkit
Project Management Toolkit
 
Managing your projects effectively in a shared resource environment
Managing your projects effectively in a shared resource environmentManaging your projects effectively in a shared resource environment
Managing your projects effectively in a shared resource environment
 
Post Mortems: The Anatomy of Market Research Process Improvement
Post Mortems: The Anatomy of Market Research Process ImprovementPost Mortems: The Anatomy of Market Research Process Improvement
Post Mortems: The Anatomy of Market Research Process Improvement
 
Demo project planning and control training with lego
Demo project planning and control training with legoDemo project planning and control training with lego
Demo project planning and control training with lego
 
Chapter5 project-management
Chapter5 project-managementChapter5 project-management
Chapter5 project-management
 
Project management
Project managementProject management
Project management
 
Tools and Techniques for Project Management
Tools and Techniques for Project Management Tools and Techniques for Project Management
Tools and Techniques for Project Management
 
A Short Workshop on Project Management
A Short Workshop on Project ManagementA Short Workshop on Project Management
A Short Workshop on Project Management
 
Enterprise project management 101
Enterprise project management 101Enterprise project management 101
Enterprise project management 101
 
Agile project-estimation-and-planning-e mag
Agile project-estimation-and-planning-e magAgile project-estimation-and-planning-e mag
Agile project-estimation-and-planning-e mag
 
Project Management Best Practices: Brock Boddie/General Assembly
Project Management Best Practices: Brock Boddie/General AssemblyProject Management Best Practices: Brock Boddie/General Assembly
Project Management Best Practices: Brock Boddie/General Assembly
 
Schedule management where the rubber meets the road v1.5
Schedule management   where the rubber meets the road v1.5Schedule management   where the rubber meets the road v1.5
Schedule management where the rubber meets the road v1.5
 

Similaire à The projectmanagementbasicsworkbook

The projectmanagementbasicsworkshop
The projectmanagementbasicsworkshopThe projectmanagementbasicsworkshop
The projectmanagementbasicsworkshop
Mitchell Manning Sr.
 
What Are Project Management Tools And Techniques?
What Are Project Management Tools And Techniques?What Are Project Management Tools And Techniques?
What Are Project Management Tools And Techniques?
Taryn Grant
 
Franchise Agreement Analysis Paper Guidelines and Grading Guide.docx
 Franchise Agreement Analysis Paper Guidelines and Grading Guide.docx Franchise Agreement Analysis Paper Guidelines and Grading Guide.docx
Franchise Agreement Analysis Paper Guidelines and Grading Guide.docx
MARRY7
 
Top 10 Project Manager Interview Questions You Need.pdf
Top 10 Project Manager Interview Questions You Need.pdfTop 10 Project Manager Interview Questions You Need.pdf
Top 10 Project Manager Interview Questions You Need.pdf
Divya Malik
 

Similaire à The projectmanagementbasicsworkbook (20)

Project Management Quick Connects
Project Management Quick ConnectsProject Management Quick Connects
Project Management Quick Connects
 
Project planner job description
Project planner job descriptionProject planner job description
Project planner job description
 
Project integration management
Project integration managementProject integration management
Project integration management
 
The projectmanagementbasicsworkshop
The projectmanagementbasicsworkshopThe projectmanagementbasicsworkshop
The projectmanagementbasicsworkshop
 
The six step guide to practical project management
The six step guide to practical project managementThe six step guide to practical project management
The six step guide to practical project management
 
Project director job description
Project director job descriptionProject director job description
Project director job description
 
Project assistant job description
Project assistant job descriptionProject assistant job description
Project assistant job description
 
Project Management Playbook
Project Management PlaybookProject Management Playbook
Project Management Playbook
 
What Are Project Management Tools And Techniques?
What Are Project Management Tools And Techniques?What Are Project Management Tools And Techniques?
What Are Project Management Tools And Techniques?
 
Project specialist job description
Project specialist job descriptionProject specialist job description
Project specialist job description
 
Project Management: "made simple" using quick connects
Project Management: "made simple" using quick connectsProject Management: "made simple" using quick connects
Project Management: "made simple" using quick connects
 
Project Management Made Simplev2003final
Project Management Made Simplev2003finalProject Management Made Simplev2003final
Project Management Made Simplev2003final
 
Business Analysis in A Nutshell
Business Analysis in A Nutshell  Business Analysis in A Nutshell
Business Analysis in A Nutshell
 
Project leader job description
Project leader job descriptionProject leader job description
Project leader job description
 
Project controller job description
Project controller job descriptionProject controller job description
Project controller job description
 
Franchise Agreement Analysis Paper Guidelines and Grading Guide.docx
 Franchise Agreement Analysis Paper Guidelines and Grading Guide.docx Franchise Agreement Analysis Paper Guidelines and Grading Guide.docx
Franchise Agreement Analysis Paper Guidelines and Grading Guide.docx
 
Top 10 Project Manager Interview Questions You Need.pdf
Top 10 Project Manager Interview Questions You Need.pdfTop 10 Project Manager Interview Questions You Need.pdf
Top 10 Project Manager Interview Questions You Need.pdf
 
Documentation Workbook Series. Step 3 Presenting Information (Visual Document...
Documentation Workbook Series. Step 3 Presenting Information (Visual Document...Documentation Workbook Series. Step 3 Presenting Information (Visual Document...
Documentation Workbook Series. Step 3 Presenting Information (Visual Document...
 
Project Management
Project ManagementProject Management
Project Management
 
Proven Strategies for increasing Adoption and Engagement
Proven Strategies for increasing Adoption and EngagementProven Strategies for increasing Adoption and Engagement
Proven Strategies for increasing Adoption and Engagement
 

Plus de Mitchell Manning Sr.

Plus de Mitchell Manning Sr. (20)

Life Coaching Sessions: 2016 at first baptist church robersonville nc
Life Coaching Sessions: 2016 at first baptist church   robersonville ncLife Coaching Sessions: 2016 at first baptist church   robersonville nc
Life Coaching Sessions: 2016 at first baptist church robersonville nc
 
2015 world leading life coaches
2015 world leading life coaches2015 world leading life coaches
2015 world leading life coaches
 
Train the Trainer for FDA Regulated Industries
Train the Trainer for FDA Regulated IndustriesTrain the Trainer for FDA Regulated Industries
Train the Trainer for FDA Regulated Industries
 
Why Leaders Fail
Why Leaders FailWhy Leaders Fail
Why Leaders Fail
 
Decision Analysis
Decision AnalysisDecision Analysis
Decision Analysis
 
Learning to Lead
Learning to LeadLearning to Lead
Learning to Lead
 
Social Media Change Agents
Social Media Change AgentsSocial Media Change Agents
Social Media Change Agents
 
Managing Regulatory Compliance
Managing Regulatory ComplianceManaging Regulatory Compliance
Managing Regulatory Compliance
 
Project Management Basics
Project Management BasicsProject Management Basics
Project Management Basics
 
John Manning 1615
John Manning 1615John Manning 1615
John Manning 1615
 
Trends in GMP Compliance: 2012
Trends in GMP Compliance: 2012Trends in GMP Compliance: 2012
Trends in GMP Compliance: 2012
 
What To Say to Build Relationships
What To Say to Build RelationshipsWhat To Say to Build Relationships
What To Say to Build Relationships
 
Quality Systems Investigation Technique
Quality Systems Investigation TechniqueQuality Systems Investigation Technique
Quality Systems Investigation Technique
 
Quality Systems Approach Overview
Quality Systems Approach OverviewQuality Systems Approach Overview
Quality Systems Approach Overview
 
Training and Performance Management Guide
Training and Performance Management GuideTraining and Performance Management Guide
Training and Performance Management Guide
 
Time Management: for establishing and controlling your priorities
Time Management: for establishing and controlling your prioritiesTime Management: for establishing and controlling your priorities
Time Management: for establishing and controlling your priorities
 
Empowering Mega Corp: insights into work/life balance
Empowering Mega Corp: insights into work/life balanceEmpowering Mega Corp: insights into work/life balance
Empowering Mega Corp: insights into work/life balance
 
Empowering Mega Corp: insights into work/life balance
Empowering Mega Corp: insights into work/life balanceEmpowering Mega Corp: insights into work/life balance
Empowering Mega Corp: insights into work/life balance
 
Working With People
Working With PeopleWorking With People
Working With People
 
Corporate Training Documentation Management
Corporate Training Documentation ManagementCorporate Training Documentation Management
Corporate Training Documentation Management
 

Dernier

FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
dollysharma2066
 
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Dipal Arora
 
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabiunwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
Abortion pills in Kuwait Cytotec pills in Kuwait
 
0183760ssssssssssssssssssssssssssss00101011 (27).pdf
0183760ssssssssssssssssssssssssssss00101011 (27).pdf0183760ssssssssssssssssssssssssssss00101011 (27).pdf
0183760ssssssssssssssssssssssssssss00101011 (27).pdf
Renandantas16
 
Mifty kit IN Salmiya (+918133066128) Abortion pills IN Salmiyah Cytotec pills
Mifty kit IN Salmiya (+918133066128) Abortion pills IN Salmiyah Cytotec pillsMifty kit IN Salmiya (+918133066128) Abortion pills IN Salmiyah Cytotec pills
Mifty kit IN Salmiya (+918133066128) Abortion pills IN Salmiyah Cytotec pills
Abortion pills in Kuwait Cytotec pills in Kuwait
 

Dernier (20)

Best VIP Call Girls Noida Sector 40 Call Me: 8448380779
Best VIP Call Girls Noida Sector 40 Call Me: 8448380779Best VIP Call Girls Noida Sector 40 Call Me: 8448380779
Best VIP Call Girls Noida Sector 40 Call Me: 8448380779
 
HONOR Veterans Event Keynote by Michael Hawkins
HONOR Veterans Event Keynote by Michael HawkinsHONOR Veterans Event Keynote by Michael Hawkins
HONOR Veterans Event Keynote by Michael Hawkins
 
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
 
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
Call Girls Navi Mumbai Just Call 9907093804 Top Class Call Girl Service Avail...
 
VIP Call Girls In Saharaganj ( Lucknow ) 🔝 8923113531 🔝 Cash Payment (COD) 👒
VIP Call Girls In Saharaganj ( Lucknow  ) 🔝 8923113531 🔝  Cash Payment (COD) 👒VIP Call Girls In Saharaganj ( Lucknow  ) 🔝 8923113531 🔝  Cash Payment (COD) 👒
VIP Call Girls In Saharaganj ( Lucknow ) 🔝 8923113531 🔝 Cash Payment (COD) 👒
 
Call Girls Pune Just Call 9907093804 Top Class Call Girl Service Available
Call Girls Pune Just Call 9907093804 Top Class Call Girl Service AvailableCall Girls Pune Just Call 9907093804 Top Class Call Girl Service Available
Call Girls Pune Just Call 9907093804 Top Class Call Girl Service Available
 
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabiunwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
 
7.pdf This presentation captures many uses and the significance of the number...
7.pdf This presentation captures many uses and the significance of the number...7.pdf This presentation captures many uses and the significance of the number...
7.pdf This presentation captures many uses and the significance of the number...
 
Cracking the Cultural Competence Code.pptx
Cracking the Cultural Competence Code.pptxCracking the Cultural Competence Code.pptx
Cracking the Cultural Competence Code.pptx
 
0183760ssssssssssssssssssssssssssss00101011 (27).pdf
0183760ssssssssssssssssssssssssssss00101011 (27).pdf0183760ssssssssssssssssssssssssssss00101011 (27).pdf
0183760ssssssssssssssssssssssssssss00101011 (27).pdf
 
Dr. Admir Softic_ presentation_Green Club_ENG.pdf
Dr. Admir Softic_ presentation_Green Club_ENG.pdfDr. Admir Softic_ presentation_Green Club_ENG.pdf
Dr. Admir Softic_ presentation_Green Club_ENG.pdf
 
Grateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfGrateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdf
 
M.C Lodges -- Guest House in Jhang.
M.C Lodges --  Guest House in Jhang.M.C Lodges --  Guest House in Jhang.
M.C Lodges -- Guest House in Jhang.
 
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
 
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
 
Call Girls in Gomti Nagar - 7388211116 - With room Service
Call Girls in Gomti Nagar - 7388211116  - With room ServiceCall Girls in Gomti Nagar - 7388211116  - With room Service
Call Girls in Gomti Nagar - 7388211116 - With room Service
 
Pharma Works Profile of Karan Communications
Pharma Works Profile of Karan CommunicationsPharma Works Profile of Karan Communications
Pharma Works Profile of Karan Communications
 
Mifty kit IN Salmiya (+918133066128) Abortion pills IN Salmiyah Cytotec pills
Mifty kit IN Salmiya (+918133066128) Abortion pills IN Salmiyah Cytotec pillsMifty kit IN Salmiya (+918133066128) Abortion pills IN Salmiyah Cytotec pills
Mifty kit IN Salmiya (+918133066128) Abortion pills IN Salmiyah Cytotec pills
 
Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...
 
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case studyThe Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
 

The projectmanagementbasicsworkbook

  • 1. The Project Management Basics Work Book: With Behavioral and Technical Quick Connects Prepared by Mitchell W. Manning, Sr. to serve as an example for basic project management training for individuals and organizations Note: This workbook is the companion piece for the PowerPoint presentation "The Project Management Work Shop" also on SlideShare. If needed, Mitch can help you customize the work shop and work book to your company, your culture, your team, your project management policy, procedures, and software. Email: MitchellWManning@aol.com 1
  • 2. Project Management Basics Work Book: With Behavioral and Technical Quick Connects This “hands on” work book is designed to give newly assigned project team members an understanding of project management basics, and the regulatory, technical, and behavioral responsibilities and accountabilities. As a participant, you will learn and practice project management basics in each of the five stages of project management, from initiating to closing the project. You will be able to contribute more quickly and effectively in project team assignments, and instruct others on the technical and behavioral responsibilities and accountabilities within the project team. Project Management Basics are key to project success, for organizations and individuals regardless of project complexity and size. All team members need to have a sound understanding of project management basics, the technical requirements and the behavioral skills to work with others effectively and successfully. Team members contribute more timely and at a higher level when they are well trained and well treated. This course provides the participants with the basic technical knowledge and behavioral skills. Newly assigned project team members; individuals with project responsibilities; project trainers; and, individuals from human resources, manufacturing, finance, purchasing, marketing and sales, logistics, and engineering who need a general understanding of project responsibilities and accountabilities will benefit from the systematic and logical presentation of the technical and behavioral basics gleaned from the experiences, and teachings, of successful project team members/leaders/managers. Day One/Lesson One You will learn to: define and scope a project apply 6 key questions in 5 key project stages define and lead initiating, planning, staffing, controlling, and closing projects map a project and apply the seven basic tools essential to effective project management contribute to and lead effective project meetings contribute to and lead effective project problem solving and decision-making Day Two/Lesson Two You will learn to: present yourself to the project manager and project members assess you project management experience work with the best project team member, and the worst use your organizational values and ethics to motivate the project team present your ideas train others evaluate others plan next steps give positive and negative information/feedback summarize and close meetings self-analyze for strategic project leadership explore project management websites for growth and development Day Three/Lesson Three You will learn to: describe the project to key stakeholders write the project charter document the preliminary project proposal questions build project support and gain buy-in plan project resources sell your project to others build external project support use a project checklist for strategic leadership from beginning to close 2
  • 3. Table of Contents Project Management Basics 2 Project Management Overview Technical Quick Connects 7 One Page Project Process Map 8 One Page Question to the Void Worksheet 9 One Page Project Overview Worksheet 10 One Page Project Initiating Worksheet 11 One Page Project Planning Worksheet 12 One Page Effective Meeting Worksheet Behavioral Quick Connects 13 Presenting Yourself 14 Self-Assessment - Project Management Experience 15 Best Team Player/Worst Team Player 16 Organization Values and Ethics 17 Presenting Your Ideas 18 Training Others 19 Evaluating Others 20 Planning Next Steps 21 Evaluating/Giving Feedback 22 Summarizing and Closing 23 Self-Analysis for Strategic Leadership 26 Exploring Project Management Websites Project Management Communication Workbook 28 Describe the Project 29 Write the Project Charter 30 Preliminary Project Proposal Questions 31 Building Project Support and Getting Buy-in 32 Project Resource Planning 33 Selling Your Project 34 Building External Project Support 35 Project Checklist for Strategic Leadership 3
  • 4. Project Management Basics Work Shop Date:_________________ My name is: I work for: My job is: ______________________________________________ ______________________________________________ ______________________________________________ I am attending Project Management Basics to: ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ My current project assignments are (limit to your top 3): ____________________________________________________________ ____________________________________________________________ ____________________________________________________________ Projects succeed because: Projects fail because: 4
  • 5. Project Management Basics: What is project management? The time bound use of limited resources to achieve a fixed outcome. Why is project management needed? For behavioral and technical control. Where do projects originate? Aware/Believe/Comprehend/Do/Excel What are the thinking processes for managing projects? What is happening? What good might happen, and how to enhance? What can go wrong, and how to reduce damages? What needs to be done, and how to manage? What is wrong, and what to do? What is the project management process? 5 basic process groups What information/knowledge is needed to manage projects? 9 knowledge areas How to collect project management information and knowledge? 6 faithful servants What builds project management culture? Institutions/Language/Technology/Art What are the key project management roles? Sponsor/Stakeholder/Leader/Member/Observer What are the basics of project management behavior? S/T - ODARC What are the basic project management behaviors? The __ate behaviors. What are the basic project management resources? 5 M's What are the basic areas of project management responsibility? Issues/Actions/Assignments/Resources/Schedules/ Review/Control What is project scope and how is it determined? A fixed amount of work to achieve a fixed outcome. What is risk management and how is it determined? Minimizing the impact of uncertain events on a fixed outcome. 5
  • 6. What is cost/benefit? Comparing the cost of fixed work with the benefit of a fixed outcome. What are the key elements of the project definition? What/Why/How/Where/When/Who What are the key activities in project planning? 6 basic actions Would it be nice to have a Project Management Job Aid? 6
  • 7. One Page Project Process Map Plan the Project Project Mission Statement Identify Desired Outcome Analyze the Project Opportunity Lead the Project Define the Project Design Project Plan Explore Cause-Effect Causes Diagram Implement Project Plan Identify Customers Identify Customer Requirements Analyze the Project Collect & Analyze Data Type Size Pareto Diagram 1 1 1111 11 1 6 3 Evaluate Outcome 3 6 9 Check Sheet Identify Supplier Specifications Histogram Identify Steps in the Process Tools: Top-down Flow Chart 1 2 3 Flow Chart Run Chart . .. ... . Scatter Diagram Yes No Desired Outcome Achieved ? Yes Control Chart Identify Potential Solutions Cause Identified ? No Work Flow Diagram Select Solution(s) Yes Document & Standardize Continuous Improvement Loop Monitor Identify Measures 7
  • 8. Project Management Basics: Question to the Void Work Sheet What: Question to the Void (Common Terms - data gathering, fact-finding, getting to the bottom ) Why: To question until you have all the information you need, and then some. How Initiating Planning Executing Controlling Closing Where Headquarters Headquarters/On-Site On-site On-Site/Headquarters/Client On-site When First Quarter Second Quarter Second - Fourth Quarter Second - Fourth Quarter Fourth Quarter Who Sponsor Sponsor/Manager/Client Team Sponsor/Team/Client Sponsor/Manager/Client When you finish questioning to the void, you then ask "what else?" I Keep six honest serving-men: (They taught me all I knew) Their names are What and Where and When And How and Why and Who. I send them over land and sea, I send them east and west; But after they have worked for me, I give them all a rest. I let them rest from nine till five. For I am busy then, As well as breakfast, lunch, and tea, For they are hungry men: But different folk have different views: I know a person small-She keeps ten million serving-men, Who get no rest at all! She sends 'em abroad on her own affairs, From the second she opens her eyes-One million Hows, two million Wheres, And seven million Whys! "The Elephant Child" Rudyard Kipling 8
  • 9. Project Management Basics: Project Overview Work Sheet What: Project Overview Why: One page plan for sponsor and project team. How Initiating Members Money Machines Materials Methods Create/Innovate Negotiate Communicate Motivate Educate Administrate Planning Members Money Machines Materials Methods Defining Scoping Risk Analysis Schedule Executing Basic Process Model Controlling Situation Appraisal Closing Where Headquarters When First Quarter Who Headquarters/On-Site Second Quarter On-site Second - Fourth Quarter Team On-Site/Headquarters/Client Second - Fourth Quarter Sponsor/Team/Client Team On-site Fourth Quarter Sponsor Sponsor/Client Sponsor/Client Sponsor/Client Sponsor/Client Sponsor/Client Client/Sponsor Sponsor/Client Sponsor/Client/Manager Sponsor/Leader/Client Leader/Sponsor/Client Manager/Sponsor/Client Sponsor/Manager/Client Operations Finance Operations Operations Administration Sponsor/Manager/Client 9
  • 10. Project Management Basics: Initiating Work Sheet What: Initiating (Common Terms - Preliminary Planning, and Kick-Off) Why: Authorizing the project or phase How Initiating Members Money Machines Materials Methods Create/Innovate Negotiate Communicate Motivate Educate Administrate Where Headquarters When Who First Quarter Sponsor 010203040506070809101112 Sponsor/Client Sponsor/Client Sponsor/Client Sponsor/Client Sponsor/Client Client/Sponsor Sponsor/Client Sponsor/Client/Manager Sponsor/Leader/Client Leader/Sponsor/Client Manager/Sponsor/Client 10
  • 11. Project Management Basics: Planning Work Sheet What: Planning (Common Terms - defining, developing the plan, setting the stage) Why: Defining and refining objectives of the project and selecting the best course of action to attain those objectives. How Planning Members Money Machines Materials Methods Defining Scoping Risk Analysis Where Headquarters/On-site When Second Quarter Who Sponsor/Project Team/Client Manager Manager/Finance Manager/Operations Manager/Operations Manager/Administration 11
  • 12. Effective Meeting: Project Management Worksheet TEAM NAME____________________LEADER_____________________DEPT____ FACILITATOR___________________RECORDER__________________DATE___ _ MEMBERS' NAMES TEAM MEETING COSTS ______________________ _______________number of members present ______________________ _______________(times) average hourly rate ______________________ _______________(times) average benefit value ______________________ _______________(equals) meeting costs START: Time______Location______Guests_______ List objectives of This Meeting _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ HISTORY: Read and Approve Previous Meeting Minutes Yes____No_____ List Old Business Discussed ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ACTION: Describe How the Objectives of This Meeting Were Accomplished ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ RATE: How Do We Feel About This Meeting? _____________________ ______________________________________________________________ What Will We Do Different Next Meeting? _________________________ ______________________________________________________________ PLAN: Schedule the Next Meeting, List Objectives, List Assignments Date:_____________Time:___________________Location:______________ Objectives: _____________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ Assignment Responsible Party Due Date _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ Use back of worksheet if needed to continue/complete documenting the meeting. 12
  • 13. Quick Connect Behavioral Exercises Project Management Basics Exercise One Presenting Yourself Exercise Two Self-Assessment - Project Management Experience Exercise Three Best Team Player/Worst Team Player Exercise Four Organization Values and Ethics Exercise Five Presenting Your Ideas Exercise Six Training Others Exercise Seven Evaluating Others Exercise Eight Planning Next Steps Exercise Nine Evaluating/Giving Feedback Exercise Ten Summarizing and Closing Exercise Eleven Self-Analysis for Strategic Leadership Exercise Twelve Exploring Project Management Websites 13
  • 14. Exercise One Presenting Your Self 1. 2. 3. 4. 5. 6. 7. My job is… This is what I'm good at… This is how I work best… These are my values… This is the contribution I plan to make. These are the results I expect to deliver. This is how I expect to be held accountable. Keep a list of your successes. Practice sharing successes in a systematic and logical manner: clearly, concisely and correctly using the following process. Situation (or task assignment) Observation Decision Action Result How I feel What I learned 14
  • 15. Exercise Two Self-Assessment - Project Management Experience How do you feel about your project experience? What would you do differently? List the positives negatives What do you want to do differently when you return to work as a result of this course? 15
  • 16. Exercise Three Best Team Member and Worst Team Member List behaviors of the best team member. List the behaviors of the worst team member. 16
  • 17. Exercise Four Organization Values and Ethics List your organizations values. Give a positive action for each. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 17
  • 18. Exercise Five Presenting Your Ideas Subject Objective Present Situation Proposal Advantages (3) Disadvantages (2) Action 18
  • 19. Exercise Six Training Others (Systematic Teach) What Why How Example Application Evaluation Summary and Next Steps 19
  • 20. Exercise Seven Evaluating Others (Complementary Critique) Agreement Plan Process 1. How do you feel about…? 2. What would you do differently? 3. What else? 4. This is how I feel about…(give your evaluation, positive and negative) of things shared). 5. This is what I need to share. (Share observations, dates and times. Tell what you would continue to do and do differently. Share your expectations for future performance.) 6. Allow response, clarify and confirm evaluation. 7. Set new agreement and plan. 20
  • 21. Exercise Eight Planning Next Steps using Situation Appraisal Situation Owner Customer Action Resources Dates Opportunities Problems Decisions Potential Problems 21
  • 22. Mitchell W. Manning Course Evaluation 600 Dell Street PO Box 635 Robersonville, NC 27871 252-795-3560 landline 252-714-3481 cell manningmitch@aol.com Course Information Name of Participant (optional): Instructor Name: Workshop: Course Date: Mitchell W. Manning Project Management Basics October 21,22,and 23, 2008 Overall ratings How well did the course meet its stated objectives? How well did this course meet your expectations? Course content and structure How understandable was the content? How confident do you feel applying the concepts and skills taught in the course? How do you rate the effectiveness of the presentation materials? How was the length of the course? For this question, please use the following legend: 1 too long. too short, 3 right length, 6 How well do you believe the assessment was tied to the training objectives? Instructor evaluation Overall, how well did the instructor perform? How knowledgeable did you feel the instructor was on this subject? How well did the instructor answer questions? Comments What part of the course did you like the most? What part of the course did you like the least? Were there any topics you wanted to spend more time on? What value do you feel this course brought to your knowledge and skills? In your current position, what will you be able to do better or differently as a result of this course? Please provide any additional comments, suggestions or recommendations. Use the back if needed. Exercise Nine - Evaluating/Giving Feedback 22 6 N/A 5 Excellent 4 Very Good 3 Good 1 Poor Please select a rating as a response to each question. 2 Sufficient Ratings
  • 23. Exercise Ten Summarizing and Closing Using "Active Listening" Key Points 1. 2. 3. Questions 1. 2. 3. Actions 1. 2. 3. 23
  • 24. Exercise Eleven - Self Analysis for Strategic Leadership SELF-ANALYSIS WORKSHEET Source: Baldridge National Quality Award You are in an excellent position to identify your key strengths and key opportunities for improvement (OFIs). Accelerate your project management career journey by doing a selfanalysis of your responses to the seven NQA Criteria Categories using this worksheet. Start by identifying one or two strengths and one or two OFIs for each Criteria Category. For those of high importance, establish a goal and a plan of action Criteria Category For High-Importance Areas Importance High, Medium, Low Stretch (Strength) or Improvement (OFI) Goal What Action Is Planned? By When? Who Is Responsible? Category 1—Leadership Strength 1. 2. OFI 1. 2. Category 2—Strategic Planning Strength 1. 2. OFI 1. 2. Category 3—Customer and Market Focus Strength 1. 2. OFI 1. 2. Category 4—Measurement, Analysis, and Knowledge Management Strength 24
  • 25. Criteria Category For High-Importance Areas Importance High, Medium, Low Stretch (Strength) or Improvement (OFI) Goal What Action Is Planned? By When? Who Is Responsible? 1. 2. OFI 1. 2. Category 5—Workforce Focus Strength 1. 2. OFI 1. 2. Category 6—Process Management Strength 1. 2. OFI 1. 2. Category 7—Results Strength 1. 2. OFI 1. 2. 25
  • 26. Exercise Twelve - Project Management Website Exploring Project Management Institute ProjectManagementBookOfKnowledge Project Management Books http://en.wikipedia.org/wiki/Project_management 26
  • 27. Project Management Communication Work Book Contents: Project Management Worksheets Step 1: Describe the Project Step 2: Write the Project Charter Step 3: Preliminary Project Proposal Questions Step 4: Building Project Support and Getting Buy-in Step 5: Project Resource Planning Step 6: Selling Your Project Step 7: Building External Project Support Step 8: Project Checklist for Strategic Leadership 27
  • 28. Project Management Worksheet Step 1: Describe the Project Who is the sponsor? What is the project, and its scope? Why is the project important? How will the project be managed? What resources are needed? Where and When? Where is the project located? When does the project start and close? Who is on the project leadership team? What are the project roles, responsibilities and accountabilities? What is my assignment? Why am I on the project team? When do I work on the project (start and finish)? Who are my customers? Who do I report to? Where will my efforts be directed? 28
  • 29. Project Management Worksheet Step 2: Write the Project Charter Provide project specific information/data: Include your mission statement, brief description of your project assignment, number of people served, and staff, volunteer and project team data, if appropriate. Describe the need: Clearly, concisely and specifically tell the sponsor why there is a project. Explain what you will do: Describe precisely what will take place as a result of the resources. Provide just enough detail to strengthen the sponsor's interest and support. Overview Needed Resources: Begin with reference to your prior contact with the sponsor, if any. Clearly and concisely state the resources required for completing the project/your assignment. Close: Connect your proposal and mission to the sponsor's mission and interest. Tell how the project outcomes will serve your assignment and the sponsor's interests. Attachments: Budget - Show the total cost of the project. Include future funding only if the absence of the information will raise questions. Project Team List - provided by the Project Planning Team Charter - provided by the Project Planning Team Financial Documentation - provided by Project Planning Team Brief Bios of Key Team Members - include only project related education and experience. 29
  • 30. Project Management Worksheet Step 3: Preliminary Project Management Questions What resources will you need? What capabilities do you, and your project team, have? List Sponsor support for executing the project. List additional support needed, if any, for executing the project proposal. 30
  • 31. Project Management Worksheet Step 4: Building Project Support and Getting Buy-in Identify two or three related major organizational challenges/problems your sponsor is currently facing. Describe how your project/idea relates to or helps resolve these opportunities/problems. Who are the project sponsor(s) and project champion(s), and why? What can these people contribute to executing the project? What role will each person have, and responsibilities and accountabilities? 31
  • 32. Project Management Worksheet Step 5: Resource Planning for the Project Available Resources: Members: List and describe people with special knowledge, skills, and related project experience. Facilities: List and describe needed facilities. Machines: List and describe available needed equipment. Materials: Money: Time: Methods: Needed Resources: Members: List and describe people with special knowledge, skills, and related project experience. Facilities: List and describe needed facilities. Machines: List and describe available needed equipment. Materials: Money: Time: Methods: . Who is needed on your project team? What can these people contribute to executing the project? What role, responsibilities and accountabilities will each person have? What is the project evaluation plan? How will it be used for monitoring and controlling the project? How will it be used for initiating, planning, executing and closing the project? 32
  • 33. Project Management Worksheet Step 6: Selling Your Project Tell how and why your project is unique: Tell how and why your project is timely: Tell how and why your project is urgent: Tell how and why your project is compelling: Tell how your implemented project will capitalize on the organization's strengths: Tell how your project will capitalize on the sponsor's interests/mission/strengths: Tell how your implemented project will address your organizations opportunities/problems/challenges/weaknesses: 33
  • 34. Project Management Worksheet Step 7: Building External Project Support Networking: List organizations/individuals/groups with shared interests in your project outcomes/impact. Personal Contacts: List contacts you have and need to have. Meetings and Conferences: List meetings and conferences to attend where you can meet and talk with people with shared interests and experience about your project. Collaborating People and Organizations: List organizations and contact people. Initial Contact: List and provide contact information for initial contacts. (First contact should be by phone, then letter, email, and visit.) Benefits of Collaboration: List the advantages to these organizations of working with you and your organization on your project. 34
  • 35. Project Management Worksheet Step 8: Project Checklist for Strategic Leadership 1. Confirm Strategic Need by using current year planning process documentation. 2. Draft initial project idea. 3. Assess your individual and organizational capability. 4. Assess the need for the project. 5. Identify and select the funding source(s) for the project. 6. Plan the project. 7. Write the project charter. 8. Gain project approval and commitment. 9. Execute the project. 10. Manage and document the project. 11. Evaluate the project management. Impact in benefits to the Sponsor and Target Population Financial documents (budget, invoices, contracts) Personnel documents (time, salary, benefits, recruiting, hiring, evaluation) Project checklist (goals compared to outcomes) Executive Summary of project plan and project execution schedule. 12. Close the Project. 13. Celebrate 35
  • 36. Mitchell W. Manning, Sr. Chief Priorities Officer, Priorities Limited Mitch is a Glaxo-Wellcome retiree (now GlaxoSmithKline). Positions held during his career are: Lead Chemical Processor, Senior Validation Specialist, Section Head of Employee Involvement (Project Teams), and Section Head of Regulatory and Technical Training. He helped develop the criteria for the Malcolm Baldridge National Quality Award and served two times as an Examiner for the award. He also served two times as an Examiner for the President's Quality Prototype Award. Additional information about Mitch is available on LinkedIn. Other titles by Mitch on SlideShare with free downloads Regulatory Compliance Managing Regulatory Compliance: Responsibility and Accountability for All Levels and All Positions http://www.slideshare.net/FastFix/managing-regulatory-compliance Regulatory Compliance: One Consultant's Perspective http://www.slideshare.net/FastFix/regulatory-compliance-2010-one-consultants-perspective The Ethics of (Regulatory) Compliance http://www.slideshare.net/FastFix/the-ethics-of-compliance Trends In GMP Compliance http://www.slideshare.net/FastFix/trends-in-gmp-compliance-2012 Quality Systems Investigation Technique http://www.slideshare.net/FastFix/quality-systems-investigation-technique Quality Systems Approach Overview http://www.slideshare.net/FastFix/quality-systems-approach-overview Leadership for the FDA Inspection: The Managers' Review http://www.slideshare.net/FastFix/leadership-for-the-fda-inspection-the-manager-review-2195423 Teambuilding for the FDA Inspection: The Employees' Review http://www.slideshare.net/FastFix/team-building-for-an-fda-inspection-the-employee-review Project Management Project Management Basics http://www.slideshare.net/FastFix/project-management-basics-15014809 Project Management Made Simple: Using Quick Connects http://www.slideshare.net/FastFix/project-management-made-simplev2003final-3170477 Project Management Quick Connects: Essential Technical and Behavioral Skills for Project Success http://www.slideshare.net/FastFix/project-management-quick-connects Process Mapping for Systems Improvement http://www.slideshare.net/FastFix/process-mapping-for-systems-improvement Grant Writing: The Project Proposal Work Book http://www.slideshare.net/FastFix/grant-writing-project-proposal-workbook Training Training and Performance Management Guide http://www.slideshare.net/FastFix/training-and-performance-management-guide Corporate Training and Development Catalog http://www.slideshare.net/FastFix/corporate-training-and-development-catalog Corporate Training Documentation: Learning Management Systems Basics http://www.slideshare.net/FastFix/corporate-training-documentation-management Corporate Training for the Management Team http://www.slideshare.net/FastFix/corporate-training-for-the-management-team 36
  • 37. Leadership and Self-Development Time Management: Skills, Tools and Techniques for Taking Control of Your Time http://www.slideshare.net/FastFix/time-managementforprioritieslimited Leadership and Teambuilding Skills: for Enhancing Motivation and Behavior http://www.slideshare.net/FastFix/leadership-and-team-building New Team Leader Work Book: A Guide for New Teams and Newly Appointed Leaders http://www.slideshare.net/FastFix/new-team-leader-workbook Insights Into Work Life Balance: Empowering MegaCorp (the slides) http://www.slideshare.net/FastFix/empowering-mega-corp-slides Insights Into Work Life Balance: Empowering MegaCorp (the fable) http://www.slideshare.net/FastFix/empowering-mega-corp-4956999 Working With People: Six Core Principles http://www.slideshare.net/FastFix/working-with-people What To Say To Build Relationships http://www.slideshare.net/FastFix/what-to-say-to-build-relationships Job Interviews How to Mind Read Your Interviewer: To Get the Job Offer http://www.slideshare.net/FastFix/how-to-mind-read-the-interviewer Learn to Mind Read the Interviewer: To Be Your Best At Job Interviews http://www.slideshare.net/FastFix/learn-to-mind-read-the-interviewer Career Development: A Fifty Year Process http://www.slideshare.net/FastFix/career-development-a-fifty-year-process Job Interview Skills Work Book http://www.slideshare.net/FastFix/interview-skills-clinic-work-book-for-slide-share Job Interview Skills Clinic (the slides) http://www.slideshare.net/FastFix/interview-skills-clinic 37