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 [email protected]
403.356.4248
BFMA Certificate Program