PMC Module 3
PMC Module 3
Jason’s weekends are working through proposals for flight stimulators, Inc.
He quickly throws together proposals for estimating the cost of $200,000 and
taking six-week development course. Standard cost and time frames for
developing training on the company platform. Sending proposals over to
Flight Simulators, Inc. so, the deadline is met.
Mateo reprimands Jason on Monday morning for not following the company's
process for developing a proposal and excluding the engineers from the
process. Based on the information presented by Flight Simulators, Inc., the
engineers discover that their platform cannot support the software. After six
months of developing, testing, and integrating the platform, the platform will
be ready to support the organization's software. Over a million dollars will be
spent on developing and testing this software.
The project was doomed from the start. Attempting to fulfill the request from
Flight Simulators, Inc. will have a negative impact on the budget, quality, and
schedule.
What should have happened
When his manager calls, Jason explains that while he appreciates Mateo's
desire to satisfy the customer by delivering a proposal quickly, he believes it
would be beneficial to have additional time to ensure the proposal is
accurate and well-crafted. Jason offers to draft an email to Flight Simulators,
Inc. to request an extension for developing a thoughtful and reasonable
proposal. Although Mateo is initially hesitant, he ultimately agrees with
Jason's approach.
On Monday morning, Jason noticed that Flight Simulators, Inc. has responded
to his request. They express their appreciation for his communication
regarding the tight timeline for the proposal. They have granted him an
additional week to collaborate with his team and prepare an estimate for the
project.
Now Jason has time to involve all key players in estimating the effort needed
to complete the project, including costs, schedule, and resources.
Let’s apply the project life cycle to this project.
Initiating the project
This is the phase Jason rushed through in the first scenario. Ideally, in this
phase, Jason discusses project goals with Flight Simulators, Inc. to gain a
clear understanding of what they are asking for. Once Jason has defined the
project goals, he can gather the stakeholders and project team members to
define what needs to be done to successfully create this training for Flight
Simulators, Inc. Jason identifies the skill sets required, the timeline, and the
cost to develop the training. He identifies and documents the value that this
project creates for the company. He presents all of the information he has
put together to his company’s leadership team, who approves Jason’s
proposal. Jason then submits the proposal to Flight Simulators, Inc., and they
accept it. In the initial phase of the project, Jason accelerated his efforts.
Ideally, during this phase, he engages in discussions with Flight Simulators,
Inc. to gain a clear understanding of their requirements. Once Jason has
defined the project goals, he brings together the stakeholders and project
team members to outline the necessary steps for successfully creating the
training for Flight Simulators, Inc.
He identifies the required skill sets, establishes a timeline, and estimates the
costs involved in developing the training. Additionally, he documents the
value this project will create for the company. After gathering all this
information, Jason presents his proposal to his company’s leadership team,
who then approves it. Finally, he submits the proposal to Flight Simulators,
Inc., and they accept it.
Making a plan
Now that Jason has the green light to work on the project, he makes a project
plan to get from start to finish. Having a plan in place ensures that all team
members and stakeholders are prepared to complete their tasks. Jason
outlines the important deadlines and tasks for the project to be successful.
He creates a schedule to account for all resources, materials, and tasks
needed to complete the project. With the go-ahead to work on the project,
Jason develops a comprehensive project plan to guide it from start to finish.
This plan ensures that all team members and stakeholders understand their
responsibilities and are prepared to complete their tasks. Jason highlights the
key deadlines and tasks necessary for the project's success. He also creates
a schedule that accounts for all resources, materials, and tasks required to
complete the project effectively.
Executing and completing tasks
During this project phase, Jason's team initiates his plan by executing the
necessary work. As the project manager, Jason's responsibility is not to
complete individual tasks but to facilitate the process by removing any
obstacles that may hinder the team's progress. Additionally, he is
accountable for communicating the schedule and quality expectations
effectively. Jason employs his communication skills to keep Flight Simulators,
Inc. informed about the project's status and to solicit their feedback. This
proactive approach ensures that the project remains on schedule and within
budget.
Closing the project
Jason’s team has successfully completed the training, and he has delivered
the final product to Flight Simulators, Inc., who are very pleased with the
outcome. With this project now nearing closure, Jason and his team take the
time to discuss and document the lessons learned. They reflect on what went
well and identify areas for improvement in future projects. To celebrate their
achievements and recognize their hard work, Jason also organizes a small
lunch gathering for his team.
Practice Quiz: Test your knowledge: Understanding
the project life cycle
Question 1
What are some potential consequences of rushing through the initiation
phase of a project?
Impact timeline
Impact to budget
Impact to quality
Question 2
Imagine that a project manager has just begun working on a project for a
trucking logistics company. The customer wants to see a proposal as soon as
possible, but it is taking the project manager longer than expected because
he needs more input from stakeholders and the project team. What should
the project manager do to turn the project into a success?
Ask the customer for more time to consult with stakeholders and the
project team to deliver an accurate cost and timeline proposal.
Question 3
What are the main phases of the project life cycle? Select all that apply.
Initiate the project
Make a plan
Execute and complete tasks
Close the project
Question 4
What are three benefits of closing a project? Select all that apply
Share the team’s accomplishments with people outside the team
Evaluate what worked and what didn’t work
Celebrate the team’s success
Phases in action: Initiating and planning (Video)
Project life cycle
Initiate the project
Make a plan
Execute & complete tasks
Close the project
Initiate the project
Define project goals
Determine resources, people, and other project details
Get project approval
Video Question
What does a project manager do in the project initiation phase of the project
life cycle? Select all that apply.
Determine resources, people, and project details
Define project goals
Get project approval
Ex: During initiation, project managers organize all of the information they
have available to them about a project. This includes defining project
goals; determining resources, people, and project details; and getting
project approval.
Make a plan
Create a budget
Set the schedule
Establish your team
Determine roles and responsibilities
Plan for risk and change
Establish communications
Phases in action: Executing and closing
Execute & complete tasks
Manage the progress
Communicate
Make adjustments
Communicate results with stakeholders
Celebrate completing the project
Formally move on from the project
Close the project
Ensure all tasks have been completed
Confirm acceptance of the project outcome
Reflect on lessons learned
In the reading, we will summarize each phase of the project’s life cycle.
Make a plan
In this phase, make a plan to get your project from start to finish.
Create detailed project plans. What are the major milestones? What
tasks or deliverables make up each milestone?
Build out schedules so it can properly manage resources, budget,
materials, and timeline. Here, it creates and itemized budget.
2) Phase two of the project life cycle (make a plan) includes which two of the following tasks?
Set the project schedule
Identify milestones and tasks
3) During which phase of the project life cycle does a project manager hand off
all remaining deliverables?
Close the project
Linear means the previous phase or tasks has to be completed before the
next can start.
Iterative means some phases and tasks will overlap or happen while other
tasks are being worked on.
Video Question
What is a project management methodology?
A set of guiding principles and processes for owning a
project through its life cycle
Ex: A project management methodology is a set of guiding
principles and processes for owning a project through its life
cycle. The method can be linear (with one task completed before
the next can begin) or iterative (with some tasks happening at the
same time).
Overview of Waterfall and Agile (Video)
Waterfall
Agile
Waterfall project life cycle: Initiating, planning, executing, includes
managing, and completing tasks, and closing.
When would you want to use a Waterfall approach to project management?
When all phases of the project are clearly defined or when changes to the
project are very expensive to implement once it’s started.
Video question
When would a project manager want to use the Waterfall approach? Select
all that apply.
When there are tasks to complete before another can begin
Ex: Waterfall has a linear approach. It follows an ordered set of steps that are
linked to clearly defined expectations, resources, and goals that are not likely
to change. This is a helpful approach when there are tasks to complete
before others can begin.
When the phases of the project are clearly defined
Ex: Waterfall has a linear approach. It follows an ordered set of steps that are
linked to clearly defined expectations, resources, and goals that are not likely
to change. This is a helpful approach when the phases of the project are
clearly defined.
When project changes are expensive to implement once it's started
Ex: Waterfall has a linear approach. It follows an ordered set of steps that are
linked to clearly defined expectations, resources, and goals that are not likely
to change. This is a helpful approach when project changes are expensive to
implement once it's started.
Agile
Able to move quickly and easily
Willing to change and adapt easily
Done in pieces
Agile project phases overlap, and tasks are completed in
iterations, which in scrum are called sprints.
Comparing Waterfall and Agile approaches
(Reading)
The more some different approaches and frameworks associated with project
management, compare specific aspects of waterfall (also commonly called
traditional) and Agile approaches.
It is important to be familiar with the fundamentals and differences between
these common project management approaches before you participate in an
interview. Using a tool like this can also assist you in evaluating a project to
determine which approach to take.
Various aspects of both Waterfall and Agile can be used in different projects,
and they can be implemented in different ways. A brief comparison of
Waterfall and Agile approaches can be found in the chart below. Despite its
usefulness as a quick reference, you must be aware that in practice, there
isn't always an obvious distinction between the two approaches.
Consider the different steps of the Waterfall and Agile project management
approaches and consider the benefits of each one. Then, reflect on a project
that you recently completed. Write 5-10 sentences on which approach you
would use if you were starting it from scratch, and why.
Waterfall is a robust project management methodology that excels in
environments with clearly defined requirements and stability. It
involves a structured, linear approach where tasks are meticulously
planned and executed in sequence, ensuring that each task is
completed before the subsequent one begins. This method is ideal for
projects that demand precision and order.
Agile is highly effective for projects with uncertain requirements or a
need for swift adaptation. The team confidently develops a high-level
roadmap of tasks, followed by detailed plans for each sprint that can
be readily adjusted as necessary.
The most recent project I completed from start to finish was my Baby shower.
Waterfall & Agile both came in handy when planning and getting details in
order. Waterfall project management helped by having tasks planned
meticulously and executed in sequence, ensuring that we completed each
task before moving on to the next thing. Baby showers if you don’t know
already need lots demanded precision and order. Agile project
management came into play for us planning because when things didn’t
work out how we wanted them too, we would be able to adapt to doing
something else or coming up with a way for it to work. The closer we got to
the day of the party the more adaptable and easily adjusted to how we
wanted it to be or close to it. In the end everything turned out better than we
thought or close to it.
Lean Six
Sigma
Six Sigma Lean
Define the project goal and talk with stakeholders about expectations
for the project
Measure you’ll set a plan for how you’ll get that data, and how often to
measure it
Analyze you’ll begin to identify gaps and issues
Improve you’d present your finding and get ready to start making
improvements
Control is learning from the work you did up front to put new processes
and documentation in place
Defining
Tells you what to measure
Measuring
Tells you what to analyze
Analyzing
Tells you what to improve
Improving
Tells you what to control
Video Question
In which DMAIC step do project managers begin to identify gaps and issues?
Analyze
Ex: In DMAIC, the analyze step is when project managers learn what to
improve by identifying gaps and issues.
Lean and Six Sigma methodologies (Reading)
You have already gained insight into Agile and Waterfall project management
approaches. Now, we will confidently delve into key concepts from Lean and
Six Sigma methodologies. These powerful frameworks will enhance your
ability to organize and manage projects effectively. We will also evaluate
which methodology proves most effective for various types of projects.
Lean
Lean methodology, often called Lean Manufacturing, has its roots in the
manufacturing sector. The core principle is the decisive elimination of waste
within operations. By optimizing process steps and removing unnecessary
elements, we ensure that value is added at every stage of production.
Today, the Lean Manufacturing methodology clearly identifies eight types of
waste in operations: defects, excess processing, overproduction, waiting,
inventory, transportation, motion, and non-utilized talent. In the
manufacturing industry, these waste types are directly linked to significant
inefficiencies that must be addressed for optimal performance.
Lack of proper documentation
Lack of process standards
Not understanding the customers’ needs
Lack of effective communication
Lack of process control
Inefficient process design
Failures of management
You can confidently achieve this by implementing the pillars of the Lean 5S
quality tool. The term "5S" represents five essential principles for effective
housekeeping: Sort, Set in Order, Shine, Standardize, and Sustain. By
applying the 5S method, you will clean and organize the workplace,
significantly minimizing waste in time and materials. The 5S method includes
these five steps:
1) Sort: Remove all items that are not essential for current production
operations. Retain only what is necessary.
Kanban boards and 5S are essential tools in Lean methodology that enable
you to manage your project with confidence and efficiency. Now, let's dive
into the Six Sigma method and identify the optimal times for its application.
Six Sigma
Six Sigma is a powerful methodology designed to minimize variations by
ensuring that quality processes are consistently implemented. Originating
from statistical principles, the term “Six Sigma” signifies an impressive
quality level of 99.9996% for processes and products. Embracing this
approach drives excellence and reliability in every aspect of production.
Agile/Scrum
Receptive to change
Tests products in the field and regularly implements improvement
Planning happens in short iterations to deliver value quickly
Time is organized into “Sprints” with a set list of deliverables
Teams share responsibility for managing their own work
Waterfall
Project manager is an active leader who prioritizes and assigns tasks to
the team
Project deliverables and plans are well-established and documented
early on
Change is often difficult to manage once the project begins
Project phases are clearly defined. They typically do not overlap or
repeat.
Follows a mostly linear path through the project phases.
Module 3 Challenge
Question 1
A project manager evaluates how the project went and celebrates the team’s
hard work. What phase of the project life cycle are they implementing?
Close the project
Question 2
Why should project managers always make a plan (phase two) before
executing and completing tasks (phase three)?
Because creating a budget, setting a schedule, and determining roles
and responsibilities is crucial to executing and completing tasks
Question 3
What project management methodology allows some of the phases and
tasks to overlap?
Agile methodology
Question 4
Which project management methodology describes the ability to move
quickly and easily through a project by working on many tasks at once?
Agile methodology
Question 5
What is the main advantage of the Waterfall methodology over the Agile
approach?
Waterfall has clearly defined expectations and helps teams avoid
expensive changes to a project once it has started.
Question 6
Which project management approach includes the following phases: define,
measure, analyze, improve, control.
Lean Six Sigma methodology
Question 7
Which of the following are project manager responsibilities during the
initiation phase? Select all that apply.
Define project goals
Determine resources needed
Get project approval
Question 8
After a team meeting, the project manager realizes there might be a delay in
delivery due to an unexpected obstacle. They reach out to the clients to
explain the situation. At what stage of the project would this event take
place?
Execution
Question 9
In which project phase does it help to ask questions such as: “Who are the
stakeholders?”, “What skills and resources will the project require?”, and
“What are the client’s or customer’s goals?”
Initiate the project
Question 10
Which project methodology is more traditional where tasks or phases are
completed in a linear, sequential manner?
Waterfall