Understanding Your Business...BFMA Certificate Program: Body of Knowledge Project management All...

BFMA Certificate Program

Project Management Skills http://www.bfma.org/page/CertProgBodyOK

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Shantelle Boatright, CFSP

SECTIONS OF THE BOK

1. Governance

2. Communication Skills and Functions

3. Project Mgmt. Skills

4. Work Simplification, Process Improvement, Business Analysis

5. Information Management within Forms Management Function

6. Forms/template Design and Development

7. Forms Print Production

8. Procurement and Contracting

9. Inventory Management and Warehousing

10. Administration of Forms Management Program

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What To Expect Today

• Define Project Management Skills

• Review elements and their descriptions

• How does this apply to FM day-to-day operations

• Why is this important

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BFMA Certificate Program: Body of Knowledge

Project management

Project Phases

• Initiating

• Planning

• Executing

• Monitoring/Controlling

• Closing

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BFMA Certificate Program: Body of Knowledge

Project management

All projects have:

• clearly defined scope (beginning and ending)

• unique outcomes/specific and measureable goals (something new exists when you are done)

• resources (people, time, money)

• a multidisciplinary team

• stakeholders

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BFMA Certificate Program: Body of Knowledge

PM Responsibilities in Forms Management

• Establish structure for project management

• Manage project resources

• Lead forms/template development projects

• Lead forms components of enterprise or cross-functional projects

• Plan and report

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BFMA Certificate Program: Body of Knowledge

Multiple Roles

Project Manager

• Identify requirements

• Communication

• Stakeholders

• Project Constraints (scope, quality, schedule, budget, resources, risks)

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BFMA Certificate Program: Body of Knowledge

Multiple Roles

Subject Matter Expert

• Large Scale Standardization/Consolidation

• Launching new initiatives (i.e. e-forms)

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BFMA Certificate Program: Body of Knowledge

Define the work

Reviewing the scope from an enterprise level

• Requirements

• Risk Management

• Outcomes/Impacts

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BFMA Certificate Program: Body of Knowledge

Plan the work

• Project blueprint

• Define goals, tasks and deliverables

• Timeline

• Budget

• Communication

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BFMA Certificate Program: Body of Knowledge

Manage the work plan

• Scope creep

• Requirements

• Timelines

• Implementation

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BFMA Certificate Program: Body of Knowledge

Manage Resources

• People, time, costs

• Stakeholders

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BFMA Certificate Program: Body of Knowledge

Manage Communication

• Team communications

• Communications plan

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BFMA Certificate Program: Body of Knowledge

Manage Change

• Form Consolidation Projects (standardization)

• Decommissioning

• Organizational culture

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Thanks for joining us http://www.bfma.org/page/CertProgBodyOK

Shantelle Boatright, CFSP shantelle.boatright@ahs.ca

403.356.4248

BFMA Certificate Program