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Even a Small Project Deserves a Project Plan
Harvard Library Learns, March 21, 2019Danielle Adams
Today’s Goal
● Project Management Basics
● Task Planning: Why and How
● Airtable Demo
Your Assignment Is a Project If...
1. It has has unique goals that aren’t part of your everyday work
2. It’s temporary3. It requires you to work through a cycle of
initiating, planning, executing, and finishing
Predictive
Adaptive
http://www.crmsearch.com/agile-versus-waterfall-crm.php
7 Elements of a Small-to-Medium Project Plan
● Goals
● Stakeholders/Partners
● Timeline
● Deliverables & Milestones
● Budget
● Assumptions & Dependencies
● Risks & Mitigations
“Why” by Ksayer1 is licensed under CC BY-SA 2.0 from Flickr
Final Report● Determine final report format (blog post?)● Draft report● Submit for review● Submit final report (May 13)
Visit bakeries (how many? What characteristics? touristy, late night)
Host a tasting party
Create ranking tool (Harry)
Assign bakeries
Design ranking system (rate one category or multiples like taste, hours, baked goods (cannoli, cookies, lobster tails))
Identifying the North End’s Best Bakeries
A brainstorming example
Brainstorming Tasks: Example
Not Useful Task: Do usability testing
Better, Still Not Great: Consult with UX Lab
More Useful: Hermione to consult with UX Lab on best practices for user experience testing
Getting Closer: Hermione to consult with UX Lab on best practices for assessing website usability
Specific Verbs
Details
Achievable
Time Focused
Useful Task: Hermione to consult with UX Lab on best practices for assessing website useability, by 4/1
Finally...
“Collaborate & Listen” by SteeveHise is licensed under CC BY-SA 2.0 from Flickr
https://www.youtube.com/watch?v=r0lsyTaAuJE&list=WL
Meet Airtable
Commonly Used Task Tracking ElementsProject Part Task Description
Start Date End Date Original End Date
Status Status Note Lead/Owner
Wiki View
“Brainstorm” by nist6dh is licensed under CC BY-SA 2.0
The following are bonus slides
How Big Is My Project?A guideline for determining which elements your project plan should include
Complexity Duration Budget Size Project Plan Elements
Simple 2 to 4 weeks $0-$50,000 Small Project Goal/OutcomesStakeholders & PartnershipsTimelineDeliverables & MilestonesInitial CostsAssumptions & DependenciesPotential Risks
Moderate 1 to 3 months $50,001-$500,000 Medium All of the above +Executive OverviewDecisionsResources (staff, skills, space…)Assessment Plan
Complex 3 to 12 months More than $500,001 Large All of the above +Change Management & Communication PlanLaunch Plan
Verbs To Improve Your TasksBook Edit Read
Brainstorm Email Record
Buy Fill out Research
Call Find Schedule
Code Finish Update
Copy Gather Verify
Decide Edit Wait for
Draft Print Write
Additional TrainingHarvard ManageMentor on Project Management https://harvardu.myhbp.org/hmm12/content/project_management/landingpage.html“Each Harvard ManageMentor topic offers practical advice and tools originally developed under the guidance of...experts, practitioners, and business leaders”
Lynda.com on Project Managementhttps://shib.lynda.com/Shibboleth.sso/InCommon?providerId=https://fed.huit.harvard.edu/idp/shibbolethIncludes an entire library of project management courses and videos
CWD Course: Project Managementhttps://hr.harvard.edu/file/308666(Click the download link to see the list of courses. Register via PeopleSoft; generally a small fee is required)“In this introductory workshop, you will learn and apply a framework to initiate, define, plan, and schedule a project. This course is intended for people leading a project who have little or no formal training in the project management process seeking an introduction to key concepts…[participants should] have a work-related project they are about to start or have recently started.”
HarvardKey
Harvard Key
Additional Readings10 Reasons the Death Star Failedhttps://www.wrike.com/blog/10-reasons-the-death-star-failed/
Waterfall vs. Agile project managementhttp://www.idea.org/blog/2005/12/02/adaptive-vs-predictive-is-the-end-clear/
Exploring available models for determining whether Agile is right for youhttps://rmcls.com/360/wp-content/uploads/2017/09/RMC_Agile_Suitability_Filters.pdf
How to Create a Project Communication Planhttps://www.quickbase.com/blog/how-to-create-a-project-communication-plan
7 Steps to a Good Project Communications Planhttps://www.girlsguidetopm.com/7-steps-to-a-good-project-communications-plan/
How to Estimate a Budget When the Project’s Undefinedhttp://insights.dice.com/2014/02/05/estimate-budget-projects-undefined/
Project Bliss--A blog that covers a variety of project management topicshttps://projectbliss.net/