1860 Module 1 Project Management Overview
1860 Module 1 Project Management Overview
of Project Management
Module 1: Project Management
Overview
1
Acknowledgment
The University of Toronto, School of Continuing Studies developed this
course using the guidelines and principles prescribed by the Project
Management Institute (PMI). Every attempt has been made by the
University of Toronto, School of Continuing Studies, and the instructors, to
have the contents of these documents provide accurate information for the
learner. Materials herein contained are also based on the course textbook,
Introduction to Project Management, 7th edition by Kathy Schwalbe
published in 2021 and on the 7th Edition of PMI®’s Body of Knowledge
(PMBOK® Guide) released in 2021.
2
Course Plan
Module Titles
Current Focus: Module 1 – Project Management Overview
Module 2 – Project Initiation
Module 3 – Project Management Approaches
Module 4 – Tailoring Projects
Module 5 – Project Requirements
Module 6 – Create the Project Schedule
Module 7 – Project Cost and Resources
Module 8 – Communication and Stakeholders
Module 9 – Risk and Procurement
Module 10 – Reporting and Metrics
Module 11 – Quality and Closing
Module 12 – Project Management Trends
3
Certificate in Project Management (1)
• In a world with increasing demand for project management,
this certificate provides a comprehensive overview of
project management and prepares you to manage large-
and small-scale projects.
• You'll learn the hard skills of cost, time, quality and risk
management and the "people skills" you need for long-term
success.
• The content is consistent with the Project Management
Body of Knowledge (PMBOK® Guide) and will bring you
one-step closer to the coveted PMP® designation.
• Click here to access the website for the certificate
• A Certificate in Agile Project Management is also available,
and information can be found here
Project Management Professional (PMP) is a registered mark of the Project Management Institute, Inc.
4
Certificate in Project Management (2)
• What You’ll Learn
• Describe and utilize the principles and language of project
management
• Analyze how traditional/waterfall project and agile methodologies
complement each other and evaluate when to apply these to
achieve project outcomes
• Identify how organizations use projects to implement strategy and
transformational change
• Apply the most effective tools and techniques to achieve project
objectives
5
Certificate in Project Management (3)
• Comprehensive overview of project management and
preparation for managing both large and small-scale projects
• Covers both the “hard” skills of cost and implementation
management plus the crucial organizational management skills
necessary for long-term success This course
• Certificate includes 3 courses:
– Foundations of Project Management (SCS1860) or equivalent
3401/3402 courses:
• Basic concepts and functions of project management and project
management frameworks
– Leading Projects in Organizations (SCS1952) or equivalent
1952A/1952B course:
• Basic concepts that cover relevant organizational elements in project
management
– Project Tools and Techniques (SCS3976):
• Practice the application of project management tools and techniques used
to manage waterfall projects
6
Learning Outcomes for this Course
7
Topics for this Module
• 1.1 Course Overview
• 1.2 What is Project Management?
• 1.3 Project Environment
• 1.4 Project Team
• 1.5 Review and Next Module
8
“Operations keeps the lights on,
strategy provides a light at the end
of the tunnel, but project
management is the train engine that
moves the organization forward.”
-- Joy Gumz
Source: https://www.impactplus.com/blog/motivational-project-management-quotes
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Module 1 - Section 1
Course Overview
10
Course Readings
• Required Reading
– Introduction to Project Management
• 7th Edition, 2021 by Kathy Schwalbe
• Recommended Reading - Digital versions free for
PMI members:
– A Guide to the Project Management Body of Knowledge
(PMBOK® Guide)
• 7th Edition by Project Management Institute (PMI)
– Process Groups: A Practice Guide
– Project Management Institute (PMI), 2023
– Agile Practice Guide
• Project Management Institute (PMI), 2017
– PMIStandards+ (Digital only)
• Available from standardsplus.pmi.org
11
PMI IP Acknowledgment
Materials in this class are based on the A Guide to the Project
Management Body of Knowledge (PMBOK® Guide) – Sixth
Edition, Project Management Institute Inc., 2017, the A Guide
to the Project Management Body of Knowledge (PMBOK®
Guide) – Seventh Edition, Project Management Institute Inc.,
2021 and the Agile Practice Guide, 1st Edition, Project
Management Institute, Inc., 2017 with the permission on PMI.
12
Quercus
13
Introductions
• Go to the Discussions
page in Quercus and
introduce yourself to the
class using the
Introduction Discussion
– Where are you located?
– What's your professional
background?
– What are your goals for
this course?
– Do you have any time
constraints for group
work?
14
Course Navigation Icons
15
Interactive Content Overview
IC-1.2
17
Course Assessment
18
Confidence Quiz
• Pass/Fail
• The system lets you retake questions you don’t know the
answer to until you do know them, repeating them as many
times as you need
• The only way to not get full marks, is to give up!
• Upon completion, you may retake the quiz for studying
purposes
• When re-opening a Confidence Quiz, you will be prompted,
“Do you want to continue where you last left off?” —
always select “Yes”
• At the end of the quiz, there will be a button to restart the
quiz which will let you retake the quiz without affecting your
completion mark
19
Running Case Project
20
Artificial Intelligence and Project Management
21
Project Management AI Use Cases
22
Word of Caution
“Figure out what the question is, is the actual hard part” – Elon Musk
Source: The New York Times DealBook Summit November 2023, https://www.youtube.com/watch?v=2BfMuHDfGJI, ~Minute 30
• Challenges
– Privacy concerns: Whatever you upload, AI tools remember
– Hallucinations: AI tools will answer the question if it does not know,
it makes it up
See the article on
– Bias in algorithms and training data Prompt Engineering.
– You must provide the right prompts
– If you ask the question again, you may get a different answer
• How to overcome the challenges
– Create a closed site
– Use the curated training data
– Learn how to use AI
• If you do not use AI to do your job; your successor will!
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Learning Outcomes for this Module
24
Readings
25
Module 1 - Section 2
26
Be Inspired
Source: 1969-2019 PMI 50, Fifty Years of the Project Management Institute, PMI, 2019 27
What is a Project?
Progressively
Definite Beginning Definite End
Elaborated
Source: A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Seventh Edition, Project Management Institute, Inc., 2021.
Copyright and all rights reserved. Material from this publication has been reproduced with the permission of PMI. Glossary Page 245
28
Examples of Projects
• Developing a prototype of new product or service
• Environmental remediation of a contaminated site
• Designing a new energy-efficient vehicle
• Building an office building
• Running a campaign for political office
• Constructing a new software system
• Creating a marketing brochure
• Redesigning screening procedures in the emergency
department of a hospital
• Implementing a new quality improvement processes
29
Project Attributes
IC-2.1
30
The Triple Constraint
IC-1.3
• Every project is
constrained in different
ways
• A project manager must
consider and juggle these
constraints
• The “ Triple Constraints”
are commonly described as
Scope, Schedule, and
Cost
31
Project Constraints
IC-1.4
32
Assumptions
• “A factor in the planning
process that is considered
to be true, real, or certain,
without proof or
demonstration” (PMBOK®
Guide)
• Required to move forward
on the project
• Must be documented in the
Assumption Log, verified,
and regularly checked
Source: A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Seventh Edition, Project Management Institute, Inc., 2021.
Copyright and all rights reserved. Material from this publication has been reproduced with the permission of PMI. Glossary Page 235
33
Projects vs. Operations
IC-2.2
34
What is Project Management?
• “Project Management is the application of knowledge,
skills, tools, and techniques to project activities to meet the
project requirement” (PMBOK® Guide)
+ + =
Skills/Knowledge Tools & Processes Project Success &
Techniques Customer Satisfaction
Source: A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Seventh Edition, Project Management Institute, Inc., 2021.
Copyright and all rights reserved. Material from this publication has been reproduced with the permission of PMI. Glossary Page 245
35
Project Management Principles
IC-1.5
Source:, The Standard for Project Management – Seventh Edition, Project Management Institute, Inc., 2021. Copyright and all
rights reserved. Material from this publication has been reproduced with the permission of PMI. Page 23. 36
Project Performance Domains
IC-1.6
Stakeholders
Uncertainty Team
Project Development
Approach
Measurement Performance and Life
Domains Cycle
Delivery Planning
Project Work
Adapted from A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Seventh Edition, Project Management
Institute, Inc., 2021. Copyright and all rights reserved. Material from this publication has been reproduced with the permission of PMI. 37
Page 5.
What is Project Management? – Questions
IC-3.1
IC-3.2
1. A ________ is a temporary endeavor undertaken to create
a unique product, service, or result.
a. program
b. process
c. project
d. portfolio
2. Which of the following is often added to the project triple
constraint?
a. Meeting scope goals
b. Meeting quality goals
c. Meeting communications goals
d. Meeting procurement goals
Answers available via
Interactive Content on Quercus 38
Module 1 - Section 3
Project Environment
39
Project Environment
IC-1.7
Global
Environmental
Strategy
Structure
Political
National
Natural
Culture
Local
PROJECT
Governance
Economic/ Business
International
40
Projects and Strategy
• An organization's strategic plans have larger and longer-
term objectives
• They focus on the organization’s mission, vision and goals
for the next 3-5 years
• Organizations review projects to determine which ones will
provide the most value
• They may use structured processes to evaluate a project’s
value and its alignment to their strategic plans
41
Organizational Strategic Pyramid
Leadership
Mission How do we do it? Who?
What do we
Strategy / Objectives need to do?
Results
Actions/ Projects & Key Do it!
Performance Indicators (KPIs) How do we know?
42
Program and Portfolio Management
IC-2.3
• To help manage projects,
they are organized into
programs and portfolios:
• Portfolio: projects, programs
and subsidiary portfolios and
operations managed as a group
to achieve strategic objectives
• Program: a group of related
projects, subsidiary programs
and programs activities
managed in a coordinated
manner to obtain benefits
43
Portfolio
44
Program
45
Portfolio and Program Example
• Project Management Association for Project Managers
(PMA-PM)
– Strategy: PMA-PM will be the go-to organization for project
managers to obtain project management knowledge
Member PM
support Knowledge
Program
Member Marketing
Project Discounts Campaign
Virtual
Conference 46
Organizational Project Management
Projects Programs Portfolios
Scope Defined objectives Larger scope, more Changes with strategic
significant benefits objectives
Change Expect change. Expect change from Continuously monitor
Implement, monitor, and inside and outside. broader internal and
control Prepare to manage. external environment
Planning Progressively elaborate Develop overall program Create, maintain processes
detailed plans plan, create high level and communication relative
plans to the portfolio
Management Project team Program staff and project Portfolio staff, program
managers managers and project staff
Success Project on scope, time, Satisfaction on needs, Investment, performance
budget, quality and to benefits of program and benefit realization of the
customer satisfaction portfolio
Monitoring Monitor work on the Monitor program Monitor strategic changes,
project components to ensure performance results and risk
overall goals and benefits to the portfolio
Adapted from Part I, Figure 1-2, A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Sixth Edition,
Project Management Institute, Inc., 2017. Copyright and all rights reserved. Material from this publication has been reproduced
with the permission of PMI. Page 17. 47
Project Environment – Questions
IC-3.3
IC-3.4
1. Project portfolio management addresses ________ goals.
a. strategic
b. tactical
c. internal
d. external
2. The President of a small research company decides to
improve the organization’s knowledge management. The
IT manager is put in charge of implementing a new
application within a set timeframe and budget. The IT
manager is managing a _______.
a. project
b. program
c. portfolio
d. plan
Answers available via
Interactive Content on Quercus 48
Module 1 - Section 4
Project Team
49
Project Management as a Profession
Human
Human
Human
Human Eight Project
Resources Ten Project
Resources
Resources
Resources
(Leadership, Performance
(Leadership, Motivation, Management
(Leadership,
Motivation,
(Leadership,
Negotiation)
Domains
Knowledge
Motivation,
Negotiation)
Motivation,
Negotiation)
Negotiation) Areas
Business
Business
Application
HumanArea
Knowledge
Knowledge (Domain, Industry,
(Financial, Strategic
(Financial, Resources
Market)
(Leadership,
Planning)
Strategic Planning)
Motivation,
Project
Project Negotiation)
Project
Environment
Environment
Environment
(Politics,
(Politics, Culture,
Culture,
(Politics, Culture,
Change)
Change)
Change)
50
Project Management Skills
• Business Knowledge
– Financial management, procurement, sales, marketing, contracts,
manufacturing, distribution, logistics
– Strategic planning, tactical planning, operations management,
personnel administration, career paths, health and safety
• Human Resources
– Communication, leadership, motivation, negotiation, conflict
management, and problem solving
– Vision, delegation, creating an energetic and positive environment
51
PMI Talent Triangle
• Ways of Working: Apply the
right technique at the right time,
delivering winning results
• Power skills: These
interpersonal skills include
collaborative leadership,
communication, an innovative
mindset, for-purpose orientation,
and empathy.
• Business Acumen: Be able to
cultivate effective decision-
making and understand how
projects align with the big picture
of broader organizational
strategy and global trends
Source: https://www.pmi.org/certifications/certification-resources/maintain/earn-pdus/plan-development-talent-triangle
“The PMI Talent Triangle” and the PMI Talent Triangle image are marks of the Project Management Institute, Inc. 52
Project Management as a Profession
IC-1.8
Content
Covered in PMI Code of Ethics and Professional Conduct
Code
1 2 3 4
Value
Responsibility Respect Fairness Honesty
Understanding
Ownership of Treatment of Objective and
Definition of the truth and
decisions and people and impartial
Values truth-based
actions resources decisions
action
54
Team Organization Chart
Predictive Hierarchical Adaptive Self-Organizing
Organization Chart Team
Steering
Committee
Servant
Project Leader
Sponsor Member Product
4 Owner
Project
Manager
Self
Team Team Team Member Organizing User
Lead A Lead B Lead C 3
55
Responsibility Assignment Matrix –
RAM
IC-2.4
56
Team Charter
• Establishes team values,
agreements and operating
guidelines
• May include:
– Communication guidelines
– Decision making criteria and
process
– Conflict resolution process
– Meeting guidelines
• Sets acceptable behavior
expectations
– Code of conduct
– Meeting etiquette
57
Team Canvas
IC-2.5
Source: www.theteamcanvas.com
58
Team Canvas – AI (1)
Please create a team canvas for the project and display this in the format of the basic team
canvas found on www.theteamcanvas.com with sections for goals (20 words), roles & skills
(3 roles), values (2 values), rules & activities (3 rules) and purpose (20 words).*
*The restrictions on the length are for the proposes of showing the results.
59
Team Canvas – AI (2)
• Goals (20 words): Our goal is to successfully plan, develop, and execute the virtual conference,
ensuring a seamless experience for attendees while achieving high engagement and satisfaction.
• Roles & Skills (3 roles):
1. Project Manager: Leadership, project planning, and coordination.
2. Web Developer: Front-end and back-end development, website design.
3. Marketing Specialist: Marketing strategy, campaign execution, and promotion.
• Values (2 values):
1. Collaboration: Foster a collaborative environment where team members work together
effectively to achieve project goals.
2. Innovation: Encourage innovative solutions and approaches to create a cutting-edge virtual
conference experience.
• Rules & Activities (3 rules):
1. Regular Team Meetings: Conduct weekly status meetings to ensure communication and
alignment among team members.
2. Feedback Loop: Establish a feedback loop to gather input from stakeholders and team members
for continuous improvement.
3. Deadline Adherence: Adhere to project timelines and milestones to ensure the project stays on
track and meets its objectives.
• Purpose (20 words): Our purpose is to deliver a highly interactive and engaging virtual conference that
connects and educates participants while exceeding their expectations.
60
Project Team – Questions
IC-3.5
IC-3.6
1. __________ is a set of principles that guide our decision
making based on personal values of what is “right” and
“wrong.”
a. Values
b. Morality
c. Religion
d. Ethics
2. A RACI chart is a type of _______________.
a. project organizational chart
b. resource histogram
c. responsibility assignment matrix
d. project dashboard
Answers available via
Interactive Content on Quercus 61
Module 1 - Section 5
62
Module 1 – Learning Outcomes
63
Module 1 – Review
• 1.1 Course Overview
• 1.2 What is Project Management?
• 1.3 Project Environment
• 1.4 Project Team
64
Next Module
65
Assessments
66
Any questions?
67
Thank You
Thank you for choosing the University of Toronto
School of Continuing Studies
68
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69