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Sample booklet for the Project Management Fundamentals and Techniques course at PMGI
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PROJECT MANAGEMENT
FUNDAMENTALS AND TECHNIQUES
PMGI 700
Participant Guide
www.pmglobalinstitute.com
Project Management Global Institute
Training that gets you ahead
Version 1.02
DPM1111 * Project Management Fundamentals & Techniques*Version 1.02
© Project Management Global Institute
Message from the Board of
Directors
t is my pleasure to welcome you on behalf of
the Project Management Global Institute’s
Board of Directors and staff.
We thank you for choosing us for your training
needs. We are committed to delivering outstanding
learner experience, which provides a lifetime of
great unforgettable memories, fostered by training
courses that not only equip you with high-level
skills and boost your employability, but also enrich
yourself of being.
The momentum we have gained as one of Jamaica’s most ambitious, innovative and research-
led project management training institutions has made us the choice for many individuals and
organisations. The many students trained by us - who have passed the external exams or gone
on to great achievements - are clear testimonies to our commitment and impact.
We believe that we have struck the right balance of excellent teaching and research, matched
by the ultimate positive learner experience. We will continue to provide you with globally
recognised project management learning solutions.
Please enjoy this journey with us!
Sincerely, Sherrone Blake Lobban
Board Chairman
I
DPM1111 * Project Management Fundamentals & Techniques*Version 1.02
© Project Management Global Institute
1.2.4: REFLECTION STATION: Real World Projects
Think of your real-world project and list some of the projects that you have been working
on using the characteristics learnt so far.
Project Name Characteristics Gap Knowledge vs. Reality
DPM1111 * Project Management Fundamentals & Techniques*Version 1.02
© Project Management Global Institute
Topic 1.3: The Project Manager & PMO
1.3.1: Project Management Office
In some organizations, a PMO will be created to oversee or support the management of
all programs, projects, and subprojects. The PMBOK® Guide defines the PMO as an
organizational body or entity assigned various responsibilities related to the centralized
and coordinated management of those projects under its domain. Some organizations
find the PMO critical to successful project management while others do not. Typically,
carry out responsibilities similar to those of a project manager, but applied across
multiple projects. PMOs often carry out additional, higher-level responsibilities that
promote an organisation's overall mission.
A PMO is often responsible for:
Management reporting
Process development and deployment
Education and training
Technology selection and support
Resource management
Quality management
Setting standards and monitoring compliance
Coaching and mentoring
Central reporting function
Pool of project managers for hire
DPM1111 * Project Management Fundamentals & Techniques*Version 1.02
© Project Management Global Institute
Benefits of a PMO:
Predictable, reusable PM tools
Organizational improvement
Financial improvement
Main objective is to support PM
DPM1111 * Project Management Fundamentals & Techniques*Version 1.02
© Project Management Global Institute
1.3.2: Defining the Project Manager
A PROJECT MANAGER is
Project Manager Expertise
In most cases, the project manager is not directly involved in the intricate details of the
work. Instead, her/his responsibilities involve managing at the overall level. Successful
project managers are generalists and use a variety of skills to handle diverse
responsibilities and expertise as shown below:
Problem Solving: Define problems, assessing alternatives, and making decisions
regarding issues that stand in the way of successful project completion
Facilitating clear communication: Enhance communication among stakeholders,
demonstrating exemplary personal communication skills
Organizing and planning: Form teams; setting milestones; planning meetings;
disseminating, tracking, and filing project documentation
Establishing and managing budgets: Performing cost estimates, tracking spending,
reconciling invoices, soliciting and evaluating vendor quotes, preparing purchase orders
“The person assigned by the performing
organization to achieve the project
objectives.” PMBOK
® Guide, Fifth Edition
DPM1111 * Project Management Fundamentals & Techniques*Version 1.02
© Project Management Global Institute
Negotiating and influencing: Balance stakeholders' conflicting priorities; negotiating
regarding budgets, resources, and scope definition)
Module Summary
Project management is divided in five process groups
There are ten Knowledge Areas that describe project management knowledge
and practice
All projects have a beginning and an end, and no two projects are alike, as the
service or product a project creates is different in some way from other products
or services.
Project management is a discipline created in response to the successes and
failures of projects and applies knowledge, skills, tools, and techniques to
maximize the efficiency of project operations.
A successful project is one that meets the stakeholders’ requirements and
expectations.
The project manager is the individual responsible for applying project
management knowledge, skills, and tools and techniques to the management of a
project.
The project manager has many roles and responsibilities and must be committed
to certain standards of ethical behavior.
DPM1111 * Project Management Fundamentals & Techniques*Version 1.02
© Project Management Global Institute
Things that may occur
before initiation:
Feasibility assessment
Identification of
competing resources
Impact analysis
Constraints
identification
High level risk and
assumption
identification
Topic 3.2: The Initiating Process Group
During the initiation stage of a project, the
project or phase is formally authorized. Initiation
can occur at the start of a project or phase.
Doing initiation at the start of a phase is quite
useful in large projects.
The following project management processes
take place during the Initiation Process and are
considered to be the inputs and outputs of this
process:
1. Develop Project Charter
2. Identify Stakeholders
3. Stakeholder Management Strategy
Project Charter
To Develop Project Charter the following are
achieved:
Project Objectives are defined
Return on Investment is determine
Feasibility is assessed
High-level risks are identified
Budget limit is set
DPM1111 * Project Management Fundamentals & Techniques*Version 1.02
© Project Management Global Institute
Purpose of a project charter:
To make sure you understand the sponsor’s needs
To provide key information needed to get started
To provide a mechanism to make sure everyone is on the same page later in
the project
To provide a basis to plan the project
To make sure the sponsor’s needs are not forgotten later in the project
To protect the project manager by having a description of what the project
manager is being asked to do
DPM1111 * Project Management Fundamentals & Techniques*Version 1.02
© Project Management Global Institute
Standard elements of a Project Charter
Project Title and Description (What is the project?)
Project Manager Assigned and Authority Level (Who is given authority to lead the
project, and can he/she determine, manage, and approve changes to budget,
schedule, staffing, etc.?)
Business Case (Why is the project being done? On what financial or other basis can
we justify doing this project? Describe the project purpose and justification.)
Resources Pre-assigned (How many or which resources will be provided?)
Stakeholders
Stakeholder requirements as known
Product description/deliverables
Measurable project objectives
Project approval requirements
Summary level milestones
High level project risks
Project sponsor signature
+ Summary Milestone Schedule; + Summary Budget
DPM1111 * Project Management Fundamentals & Techniques*Version 1.02
© Project Management Global Institute
Develop SMART Objectives
Project objectives must be set during Initiation so as to facilitate the development of the
project charter and the entire project management process - SMARTS criteria can help
to achieve this:
S - specific
M - measurable
A - achievable
R - relevant
T - time bound
S - supported by the organization
DPM1111 * Project Management Fundamentals & Techniques*Version 1.02
© Project Management Global Institute
3.2.1: GROUP EXERCISE: Develop Project Charter
Instruction: Complete the Project Charter for the Case Study by ensuring that all the
following are elements included:
Job Aids for this Topic
1. Project Charter Guide Template