Following are my notes from Sophie Mas' presentation at the JIBC's Knowledge and Beyond Conference.
Choose the tools and templates that suit your needs, as there are many to choose from.
- Project charter
- Scope statement
- Stakeholder analysis
- Risk analysis
Project definition:
A temporary endeavour undertaken to create unique product, service or result
Temporariness:
planned termination and transition
Uniquiness:
Not done before
Not done like this before - customized
Not done here before - localized
Project Life Cycles
Project charterProject management plan
Accepted deliverable
Project ends
Process Groups
InitialzingPlanning
Executing
Monitoring (Report to sponsor when things are not going according to plan)
Closing
Project Charter
Problem StatementGoal and Objectives
Scope Statement
Product/service Description
Assumptions and Constraints
Roles and Responsibilities
Resources
Key Milestones and Deliverables
Stakeholder Analysis
Risk Analysis
SMART Objectives
Specific, Measurable, Attainable, Realistic, Time-boundSee action mapping
Defining Scope
Project scope statement- What will we deliver?
- What we will not deliver
- How will know we have delivered (exit/acceptance criteria)
- How will we deliver (organization capability assessment and development)
- Constraints (NFPA standard and schedule)
- Assumptions
Stakeholders
Anyone that perceives that they will be effected by your project.
- Project Sponsor
- Team/Unit
- Other units
- Clients/customers
- External agencies
- Contractors and vendors
- The public
- The media
Stakeholder Analysis
- Identify individuals
- Rate there influence and impact
- Develop engagement strategies
Project Risk
- projects are inherently risky
- risk can be positive and negative
- there is an upside and downside to future uncertain activities
Risk Analysis and Prioritization
analysis = probability x impact
Risk Register
Project Success Factors
- have a plan in place
- for big projects, use rolling wave planning
- goals and objective set for overall project
- progressive elaboration based on iterative planning technique
- quarterly planning cycles
- detailed scope elaborated in each subsequent iteration
Monitoring project progress
Effective reporting
What have you completed
what do you plan to complete
what is getting in the way
Dashboard reporting to senior management
- focus on milestones
- flag issues that require attention
- highlight risks to schedule, budget, scope, quality or stakeholder
Be truthful



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