The document outlines the five project management process groups: initiating, planning, executing, monitoring and controlling, and closing, and their interactions with project management knowledge areas. It discusses the development of IT project management methodologies and provides a case study illustrating the application of these processes, including a comparison with an agile approach. Key outputs and templates for project documentation are also highlighted.
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Chapter 3 - Process Groups
The document outlines the five project management process groups: initiating, planning, executing, monitoring and controlling, and closing, and their interactions with project management knowledge areas. It discusses the development of IT project management methodologies and provides a case study illustrating the application of these processes, including a comparison with an agile approach. Key outputs and templates for project documentation are also highlighted.
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Information Technology Project
Management, Eighth Edition
Note: See the text itself for full citations.
Describe the five project management process groups, the typical level of activity for each, and the interactions among them Understand how the project management process groups relate to the project management knowledge areas Discuss how organizations develop information technology (IT) project management methodologies to meet their needs
Information Technology Project
Management, Eighth Edition Copyright 2016 2 Review a case study of an organization applying the project management process groups to manage an IT project, describe outputs of each process group, and understand the contribution that effective initiating, planning, executing, monitoring and controlling, and closing make to project success Review the same case study of a project managed with an agile focus to illustrate the key differences in approaches Describe several templates for creating documents for each process group
Information Technology Project
Management, Eighth Edition Copyright 2016 3 Copyright 2016 4 Information Technology Project Management, Eighth Edition 5 Copyright 2016 6 A process is a series of actions directed toward a particular result Project management can be viewed as a number of interlinked processes The project management process groups include ◦ initiating processes (define & authorize a project) ◦ planning processes (devise & maintain workable plan, cost, schedule, procurement mgmt. plans) ◦ executing processes (coordinating people and other resources to carry out the various plans) ◦ monitoring and controlling processes (regularly measuring and monitoring progress to ensure that the project team meets the project objectives) ◦ closing processes (formalizing acceptance of the project or project phase and ending it efficiently)
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Management, Eighth Edition Copyright 2016 7 Information Technology Project Management, Eighth Edition Copyright 2016 8 You can map the main activities of each PM process group into the ten knowledge areas using the PMBOK® Guide, Fifth Edition, 2013
Note that there are activities from each knowledge
area under the planning process groups
Information Technology Project
Management, Eighth Edition Copyright 2016 9 Information Technology Project Management, Eighth Edition 10 Just as projects are unique, so are approaches to project management Many organizations develop their own project management methodologies, especially for IT projects A methodology describes how things should be done; a standard describes what should be done PRINCE2, Agile, RUP, and Six Sigma provide different project management methodologies
Information Technology Project
Management, Eighth Edition Copyright 2016 11 This case study provides an example of what’s involved in initiating, planning, executing, controlling, and closing an IT project
Templates for creating your own project
management documents will be provided to you
Note: This case study provides a big picture view of
managing a project. Later we will study each knowledge area in detail
Information Technology Project
Management, Eighth Edition Copyright 2016 12 It is good practice to lay the groundwork for a project before it officially starts Senior managers often perform several pre-initiation tasks, including the following: ◦ Determine the scope, time, and cost constraints for the project ◦ Identify the project sponsor ◦ Select the project manager ◦ Develop a business case for a project (see Page 91 for an example) ◦ Meet with the project manager to review the process and expectations for managing the project ◦ Determine if the project should be divided into two or more smaller projects
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Management, Eighth Edition Copyright 2016 13 Copyright 2016 14 Copyright 2016 15 Information Technology Project Management, Eighth Edition 16 Information Technology Project Management, Eighth Edition 17 Information Technology Project Management, Eighth Edition 18 Initiating a project includes recognizing and starting a new project or project phase
The main goal is to formally select and start off
projects
Following Table shows the project initiation
knowledge areas, processes, and outputs
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Management, Eighth Edition Copyright 2016 19 Information Technology Project Management, Eighth Edition Copyright 2016 20 Contents are often sensitive, so do not publish this document.
Information Technology Project
Management, Eighth Edition Copyright 2016 21 Charters are normally short and include key project information and stakeholder signatures It’s good practice to hold a kick-off meeting at the beginning of a project so that stakeholders can meet each other, review the goals of the project, and discuss future plans
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Management, Eighth Edition Copyright 2016 22 Information Technology Project Management, Eighth Edition 23 Information Technology Project Management, Eighth Edition Copyright 2016 24 The main purpose of project planning is to guide execution Every knowledge area includes planning information (see on pages 98-99) Key outputs included in the JWD project include: ◦ A team contract ◦ A project scope statement ◦ A work breakdown structure (WBS) ◦ A project schedule, in the form of a Gantt chart with all dependencies and resources entered ◦ A list of prioritized risks (part of a risk register) See sample documents starting on p. 101
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Management, Eighth Edition Copyright 2016 25 Information Technology Project Management, Eighth Edition Copyright 2016 26 Information Technology Project Management, Eighth Edition Copyright 2016 27 Usually takes the most time and resources to perform project execution Project managers must use their leadership skills to handle the many challenges that occur during project execution Many project sponsors and customers focus on deliverables related to providing the products, services, or results desired from the project A milestone report can help focus on completing major milestones
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Management, Eighth Edition Copyright 2016 28 Information Technology Project Management, Eighth Edition Copyright 2016 29 Involves measuring progress toward project objectives, monitoring deviation from the plan, and taking correction actions Affects all other process groups and occurs during all phases of the project life cycle Outputs include performance reports, change requests, and updates to various plan
Information Technology Project
Management, Eighth Edition Copyright 2016 31 Involves gaining stakeholder and customer acceptance of the final products and services Even if projects are not completed, they should be closed out to learn from the past Outputs include project files and lessons-learned reports, part of organizational process assets Most projects also include a final report and presentation to the sponsor/senior management
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Management, Eighth Edition Copyright 2016 32 This section demonstrates a more agile approach to managing the same project Differences in using an agile approach are highlighted An agile project team typically uses several iterations or deliveries of software instead of waiting until the end of the project to provide one product.
Information Technology Project
Management, Eighth Edition Copyright 2016 33 It is not a snap decision whether to use an agile approach or not, just like flying or driving somewhere on a trip Projects with less rigid constraints, experienced and preferably co-located teams, smaller risks, unclear requirements, and more flexible scheduling would be more compatible with an agile approach The following example uses Scrum roles, artifacts, and ceremonies/formalities
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Management, Eighth Edition Copyright 2016 34 Product owner: The person responsible for the business value of the project and for deciding what work to do and in what order, as documented in the product backlog. ScrumMaster: The person who ensures that the team is productive, facilitates the daily Scrum, enables close cooperation across all roles and functions, and removes barriers that prevent the team from being effective. Scrum team or development team: A cross-functional team of five to nine people who organize themselves and the work to produce the desired results for each sprint, which normally lasts 2-4 weeks.
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Management, Eighth Edition Copyright 2016 35 An artifact is a useful object created by people Scrum artifacts include: ◦ Product backlog: A list of features prioritized by business value ◦ Sprint backlog: The highest-priority items from the product backlog to be completed within a sprint ◦ Burndown chart: Shows the cumulative work remaining in a sprint on a day-by-day basis
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Management, Eighth Edition Copyright 2016 36 Sprint planning session: A meeting with the team to select a set of work from the product backlog to deliver during a sprint. Daily Scrum: A short meeting for the development team to share progress and challenges and plan work for the day. Sprint reviews: A meeting in which the team demonstrates to the product owner what it has completed during the sprint. Sprint retrospectives: A meeting in which the team looks for ways to improve the product and the process based on a review of the actual performance of the development team. Information Technology Project Management, Eighth Edition Copyright 2016 37 Information Technology Project Management, Eighth Edition Copyright 2016 38 Information Technology Project Management, Eighth Edition Copyright 2016 39 3 software releases vs. 1
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Management, Eighth Edition Copyright 2016 41 Information Technology Project Management, Eighth Edition Copyright 2016 42 Information Technology Project Management, Eighth Edition Copyright 2016 45 Get from TA
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Management, Eighth Edition Copyright 2016 47 The five project management process groups are initiating, planning, executing, monitoring and controlling, and closing You can map the main activities of each process group to the nine knowledge areas Some organizations develop their own information technology project management methodologies The JWD Consulting case study provides an example of using the process groups and shows several important project documents The second version of the same case study illustrates differences using agile (Scrum). The biggest difference is providing three releases of useable software versus just one