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PROJECT
MANAGEMENT
…that works!
JONATHAN E. RUBIN, MSW – DIRECTOR OF HUMAN SERVICES, BUCKS COUNTY, PA
DONALD J. PANTO, II, PMP – PRESIDENT OF THE PANTO GROUP, LLC
RCPA CONFERENCE 2016 – HERSHEY, PA
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In the next 90 minutes…
We’d like to inspire you…
Relevant overview of Project Management
Considering Elements of Sustainable Change
Introduction to some PM vocabulary, processes,
tools, and techniques
Overcoming Complexity with Cooperation
Adding Value to Business… a PM model
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Context:
Landscape Opportunities…
Certified Community Behavioral Health Clinic
(CCBHC)
Population Health Management (PHM) – Triple
Aim; conditions of the Patient Protection and
Affordable Care Act (PPACA)
Accountable Care Organizations (ACO)
Patient Centered Medical Home (PCMH)
Information Technology Advancements
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First Things…4
Preparation for
Change
Defining the
project
Planning
Elements of Sustainable Change…
Alignment to Mission, Vision, and Values
Our Vision – A community where all individuals and
families thrive
Our Mission – Supporting and Strengthening individual
and family wellness
Our Values – Person Centered, Teaming and
Collaboration, Trust and Transparency, Culturally
Responsive, and Organizational Excellence
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Sustainability of Change by Phil Basso and Jon Rubin
Policy and Practice Magazine, June 2012
Elements of Sustainable Change…
Connect and embed in already existing and well sustained efforts
Involve and empower those whose expertise and buy-in is needed
Build capacity of staff to perform
Address the core operation when implementing new processes (communication, accountability, leadership, trust)
Track, monitor and adjust based on progress, impact, and lessons learned
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Sustainability of Change by Phil Basso and Jon Rubin
Policy and Practice Magazine, June 2012
What is a
Project?
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Temporary endeavor undertaken to create a unique product, service, or result; result of strategic considerations:
Market Demand
Opportunity or Need
Social Need
Environmental Considerations
Customer Request
Technology Advance
Legal Requirements
What is Project Management?
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Project Management
Institute (PMI) was
accredited by the
American National Standards Institute (ANSI) in
October 1998.
PMI published the Project
Management Body of
Knowledge (PMBOK) – 5th
Edition to provide
international standards for project management.
PM: The application of knowledge,
processes, skills, tools, and
techniques to project to meet the
project requirements (PMBOK, 1.3)
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Initiating Process Group
Planning Process Group
Executing Process Group
Monitoring and Controlling Process Group
Closing Process Group
What is the role of the Project
Manager? (Technical Definition)
The PM is the person assigned by the performing organization to “lead the team” that is responsible for achieving the project objectives
Project Management is a critical strategic discipline
The Project Manager becomes the link between the strategy and the team; applying knowledge, tools, techniques, and expert judgement
Projects are essential to business growth and survival; and create value through improved business process
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Role of PM… Interpersonal Skills
(Possibly the Most Important Thing)
Leadership
Team Building
Motivation
Communication
Influencing
Decision Making
Political and Cultural
Awareness
Negotiation
Trust Building
Conflict Management
Coaching
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What is the REAL
Role of your
Project
Manager?
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Keeping all the plates
up at one time!
You PM should
simplify complex
issues and facilitate
success
Things that affect or constrain your
projects…
Organizational Process Assets (OPAs) – existing standards, policies, procedures, templates, guidelines, evaluation criteria, financial requirements, process requirements and procedures, and corporate knowledge base(s) – lessons learned
Enterprise Environmental Factors (EEFs) – constrain you from doing something, company structure, culture, standards, laws, physical infrastructure, existing personnel and HR policies, work authorization, and stakeholder risk tolerances
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Process Groups and Knowledge
Areas…Process /
Knowledge
Initiating Planning Executing Monitoring
and Control
Closing
Integration X X X X X
Scope X X
Time / Schedule X X
Cost X X
Quality X X X
Human Resources X X
Communications X X X
Risk X X
Procurement X X X X
Stakeholders X X X X
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Applying what we’ve discussed…
(Project Selected)
1. Write a Project Charter – developing a document;
formal authorization
2. Develop a Project Management Plan – defining,
preparing, and coordinating all subsidiary plans and
integrating them into a comprehensive plan
A project plan is NOT just a GANTT Chart! (…there are a
number of subsidiary plans that may / should be
customized to fit the project needs)
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Applying what we’ve discussed…
Continued…
3. Direct and Manage Project Work – leading and performing
the work defined in the project management plan
4. Monitor and Control Project Work – tracking, reviewing, and
reporting project progress against performance objectives
5. Perform Integrated Change Control – reviewing all change
requests, approving changes and managing changes to
deliverables
6. Close Project or Phase – finalizing all activities across all of
the PM Process Groups
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SIMPLICITY…
© ThePantoGroup, LLC, All Rights Reserved
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Often we create complexity for ourselves in business by what we do, or do not do
PM methods must be tailored to be simple and relevant to your project needs
COOPERATION…
© ThePantoGroup, LLC, All Rights Reserved
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Not only the “skeleton” of processes, but the “synapse” of connections, adaptations, intelligence.
“Whenever people cooperate, they use less resources in everything!” – Yves Morieux
Smart Simplicity*…
1. Understand what others do… What do your people do?
2. Reinforce Integrators
3. Increase the Quantity of Power
4. Increase the Shadow of the Future – Feedback Loops
5. Increase Reciprocity
6. Reward Those Who Cooperate
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*Yves Morieux, Senior Partner and Managing Director, Boston Consulting Group
TED Talk “Reducing a Project Manager’s Complexities and Work Smartly”
Co-Authored Book with Peter Tollman Entitled: Six Simple Rules – “How to Manage
Complexity Without Getting Complicated”
On your next project… do this:
Perform Business Analysis on your operations – talk to your
team at every level to collect their perspective and
expertise
Seek out PM expertise, or develop your own internally –
this role is essential for success
Formalize your project in a charter, and then a
comprehensive Project Plan (Keep it simple and relevant;
tailored to your project needs)
Resource your project well – empower your people to use
their judgement and business knowledge
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How’d we do?
Did we inspire you to take action in a different way?
Did you learn something relevant about Project Management?
Human change is at the core of every project considered. Have we caused you
to consider once again “Sustainable Change”?
We through pretty much PM vocabulary at you… maybe you’ll pick up on
something that your PM says (…they tend to talk differently)
At the heart of the matter - Overcoming Complexity with Cooperation. It
changes everything.
Use these concepts we discussed today as you pursue those projects that will
add value to your business, your staff, your customers, and the community at
large
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Go and
Apply…
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Thank you for your
attention!
Jon Rubin
Don Panto
