Understanding Your Business...BFMA Certificate Program: Body of Knowledge Project management All projects have: • clearly defined scope (beginning and ending) • unique outcomes/specific

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

01 May 2017 Copyright 2017 © BFMA | All Rights Reserved 2

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


BFMA Certificate Program: Body of Knowledge

Project management

Project Phases

• Initiating

• Planning

• Executing

• Monitoring/Controlling

• Closing



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



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



Multiple Roles

Project Manager

• Identify requirements

• Communication

• Stakeholders

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



Multiple Roles

Subject Matter Expert

• Large Scale Standardization/Consolidation

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



Define the work

Reviewing the scope from an enterprise level

• Requirements

• Risk Management

• Outcomes/Impacts



Plan the work

• Project blueprint

• Define goals, tasks and deliverables

• Timeline

• Budget

• Communication



Manage the work plan

• Scope creep

• Requirements

• Timelines

• Implementation



Manage Resources

• People, time, costs

• Stakeholders



Manage Communication

• Team communications

• Communications plan



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 [email protected]

403.356.4248

BFMA Certificate Program

Documents

Understanding Your Business...BFMA Certificate Program: Body of Knowledge Project management All projects have: • clearly defined scope (beginning and ending) • unique outcomes/specific