Project Scheduling for Successful Outcomes

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PROJECT MANAGEMENT PROJECT MANAGEMENT Scheduling BasicsScheduling Basics

Facilitated by:Facilitated by:Roni Leeds ShapiroRoni Leeds Shapiro

Deena EnnisDeena EnnisPuget Sound PMI Cares Program.Puget Sound PMI Cares Program.


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Basic ConceptsBasic Concepts

Upon completion of this module, you will be able to:– Understand common Project Management terms centered on creating a basic project schedule–Create a simple deliverables work breakdown structure and project schedule

Assumption: – You have little or no experience creating a project schedule


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What is Project Management?What is Project Management?

“Project management is the process of the

application of knowledge, skills, tools, and

techniques to project activities to meet

project requirements.” (From PMBOK® Guide)


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What is a Project ?What is a Project ?

The fundamental nature of a

project is that it is a

“temporary endeavor

undertaken to create a

unique product, service, or

result.”(PMBOK® Guide)

PROJECT

OBJECTIVES/DELIVERABLES

ENDSTART


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Project CharacteristicsProject Characteristics• Interrelated Tasks

• Involve People

• Predetermined Timeline

• Clear Beginning and End

• Fixed Budget

• Unique and Specific Deliverable (Product, Service, or

Result)


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Project Life CycleProject Life Cycle

A project life cycle is “a

collection of generally sequential

and sometimes overlapping

project phases whose name and

number are determined by the

management and control needs

of the organization.” (PMBOK® Guide)


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Project Charter Project Charter • Project Name • Executive Summary• Purpose/Justification• Description • Risks• Deliverables

• High-level Milestone Schedule• Budget• Completion Approval • Project Manager • Authorization


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Scope Scope StatementStatement• Project Objectives • Scope Description• Project Requirements• Deliverables• Exclusions• Acceptance Criteria• Constraints • Assumptions


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Work Breakdown Structure (WBS)Work Breakdown Structure (WBS)Inputs:• Project Scope Statement• Requirements Documentation• Organizational Assets

Tools and Techniques:•Decomposition


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Work Breakdown Structure (WBS)Work Breakdown Structure (WBS)

Scope Plan

Scope

WBS

Schedule

Donor Screen Copy

Artwork

Audio/Video Content

Online Option

TestimonialsSoftware Design

Programming

Software Test


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Work Breakdown Structure (WBS)Work Breakdown Structure (WBS)

Scope Plan

Scope Statement

WBS

Schedule

Donor Screen Copy

Artwork

Audio/Video Content

Online Option

Testimonials

Software Design

Programming

Software Test

2 Screen Content 3 Web Software1 Project Management

Website ExpansionWebsite Expansion


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WBS ExerciseWBS Exercise

• Board Buy-in• Speaker or Honoree• Date • Location• Sponsorships• Food• Tickets

• Invitations• Program • Program Ads• Donation Envelope• Thank you for attending• ??? • ???

Fundraising Dinner


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• Define Activities • Sequence Activities• Estimate Resources• Estimate Durations• Develop Schedule

Time ManagementTime Management


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• Relationship between Activities

• Leads and Lags

• Estimate resources

• Estimate duration

Select Menu

Finalize Menu

Determine Number of Meals

Serve Meals

Food Invitations

Print the Invitations

Create Guest List

Email Initiations

Mail Initiations

Collect the RSVPs

Time Management Time Management


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Time ManagementTime ManagementSelect Menu

Finalize Menu

Determine # Meals

Serve Dinners

Create Guest List

Print Invitations

Email Invitations

Mail Invitations

Collect RSVPs


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Time ManagementTime ManagementSchedule Template


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Schedule Creation ExerciseSchedule Creation Exercise


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Session RecapSession Recap• Project Scheduling Basics

• WBS creation• Basic Schedule creation• WBS and Schedule Templates


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Leadership & Management

Project Scheduling for Successful Outcomes