7. What is Project Management? “ A management tool applying knowledge, skills, tools and techniques to project activities in order to meet or exceed stakeholder needs and expectations from a project.”* *PMBOK
11. Minimum Requirements for an IFR Project 1. Charter FORM 2. Team List w/Roles & Responsibilities 3. Gantt Chart – Microsoft Project 4. MTA (Milestone Trend Analysis) Phases of Project 5. Regular Report – (Or Embedded in MTA)
12. Charter “ A document issued by senior management that provides the Project Manager with the authority to apply organizational resources to project activities” FORM
80. Introduction This is the screen that you will see when you first open the file. There are several major sections to review. Milestone Information Action Buttons Comment Entry
81. Some Milestone Basics There are some milestone and MTA basics that we should review before getting started. A milestone trend analysis (MTA) is a graphical way of tracking the progress of the major milestones of a project. As such, two dates are important. Note that it would be difficult to have a completion date that is earlier than the reporting date. Similarly, it would be difficult to have a reporting date that is far in the future! Reporting Date Planned Completion Date
82. Milestone Entry Direct There are several ways to enter milestone information in MTA Maker. The first and most direct is to type the reporting dates and planned milestone completion dates directly into the spreadsheet. The others all involve the milestone entry dialog box. Click on this button to bring up the box.
83. Milestone Entry Dialog Box You can also click on the little arrow to pull down a list of the previously entered reporting dates. Note that the most recent date is automatically set to one week after the last saved reporting date. Note that the three main components of MTA data appear here – reporting date, milestone and completion date. They can all be typed in directly from here. You can pull down a list of the existing milestones as well. Note that there are two special “milestones” in the list: Update All No Changes and Import From MS Project File
84. Completing Milestone Dialog Box Entry When you are set, click the Enter Update button to transfer the information from the dialog box to the spreadsheet. When you are finished entering milestone information, click the Done button to close the dialog box.
85. Milestone Entry Dialog Box – Update All Select Update All No Changes to update all the milestones with the most recent completion date with no changes. Remember to click on Enter Update to actually update the milestones.
86. Milestone Entry Dialog Box – MS Project Select Import From MS Project File and click on Enter Update to open another dialog box that allows you to select a MS Project File. Note that MTA Maker expects the milestone names to not change, nor for any to be deleted. Additional milestones are OK. Note also that a milestone is defined as a project task with zero duration. It is recommended that you add a zero duration task (milestone) to the end of every major project phase. See the project management training for more details. Double click the file name, or click once and click on Open. The milestones will be extracted automatically.
87. Action Buttons OK, now it’s time to create the chart. As the buttons say, click “Create” to create a new chart from scratch. Click “Update” to just update the milestone data without affecting any of your comments.
88. Enter Comments This is what the chart will look like right after you click “create MTA”. Now is a good time to enter comments, highlights, project information etc. Do this by selecting the MTA_Chart tab. Once the tab is selected, you can click on one of these white boxes and enter your comments. You will need to click the “Update MTA Chart” button to have the updates get reflected in the small MTA on the Milestones tab.
89. Mini MTA for Publication It’s recommended that you copy and paste this MTA into other programs like Powerpoint. You can change the size in any way. All the elements will scale properly, so you won’t need to do any post-paste tweaking!
93. Minimum Requirements for an IFR Project - SUMMARY 1. Charter FORM 2. Team List w/Roles & Responsibilities 3. Gantt Chart – Microsoft Project 4. MTA (Phases of Project) 5. Regular Report – (Or Embedded in MTA)
94.
95.
96.
97.
98. Use of color in information graphics Headline Arial bold, 20 pt, line spacing 26 pt
99. Colors Purple R 82 / G 12 / B 130 Blue R 169 / G 213 / B 229 All colors to be used are already preset in the PowerPoint color palette. Primary color Secondary colors Green R 208 / G 216 / B 0 Orange R 255 / G 180 / B 1 Light Blue R 225 / G 241 / B 249 Dark Blue R 39 / G 14 / B 74 Red R 195 / G 1 / B 29
100. Thank you The World’s Leading Creative Memory Company
