WEBVTT 1 00:00:00.000 --> 00:00:03.778 Quoting now and Morris, you could take it away. 2 00:00:06.030 --> 00:00:12.689 Thank you Haley. Hello and welcome to the workshop project management. 3 00:00:12.689 --> 00:00:21.600 With Becky ski, my name is Laura Levy and along with autumn Faulkner, we will be your moderators for this session. 4 00:00:21.600 --> 00:00:33.659 For those of you who follow a lack on social media attendees are welcome to post on Twitter anything about the conference by using the hashtag. 5 00:00:33.659 --> 00:00:39.689 Lack at 4. 0. 6 00:00:39.689 --> 00:00:51.210 Before we begin the workshop, I would like to share some housekeeping items on how the session will be run. 1st, please note that the session is being recorded. 7 00:00:51.210 --> 00:00:59.429 All content associated with this session, such as the recording resources and slides. 8 00:00:59.429 --> 00:01:03.270 Will become available after the conference is over. 9 00:01:04.950 --> 00:01:11.189 Please make sure to fill out the workshop survey. 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Great. 45 00:05:17.728 --> 00:05:22.288 All right. 46 00:05:22.288 --> 00:05:31.079 Hello, everyone as Morris mentioned, my name is Becky and I'm the special collections cataloging librarian at Utah state universities, Merrill to the library. 47 00:05:31.079 --> 00:05:38.338 I have worked at us for several years and have been involved in the library projects over that time. 48 00:05:38.338 --> 00:05:50.639 And I have been asked to share with you information on best practices for project management. Over the years, the project management industry has grown and developed a strong presence across multiple professions. 49 00:05:50.639 --> 00:05:54.509 As the strategies are globally relevant. 50 00:06:00.509 --> 00:06:09.988 So here is our agenda when I'll be covering during this workshop, we're going to start by going over. A couple of the company used. 51 00:06:09.988 --> 00:06:21.538 Project management terms, and concepts from there we are going to walk through the phases of a project lifecycle, including initiation, planning, execution and clothing. 52 00:06:21.538 --> 00:06:26.548 Then now we can prove a workshop by talking about how to apply the concepts discussed and. 53 00:06:26.548 --> 00:06:36.119 And I'll show you some examples from some of my, the projects that I have been involved with here, at your state university. 54 00:06:36.119 --> 00:06:46.889 All right, so is there is there still a, with the. 55 00:06:46.889 --> 00:06:50.848 Changing of the slides or is it doing? Okay. 56 00:06:52.228 --> 00:06:55.949 Okay all right. 57 00:06:55.949 --> 00:07:03.088 I just want to make sure. Okay, so, let's start with some background information on project management. 58 00:07:03.088 --> 00:07:10.858 1st, when talking about project management, most people look to the project management Institute, or for guidance. 59 00:07:10.858 --> 00:07:15.838 Therapy consider the authorities on the subject and have establish the standards and certifications. 60 00:07:15.838 --> 00:07:26.908 Used in the project management field is standards can be found in their manual entitled a guide to their project management body of knowledge or the for short. 61 00:07:26.908 --> 00:07:31.528 This leave that to the definition of project management. 62 00:07:31.528 --> 00:07:37.408 According to the sandbox guide project management is the application of knowledge. 63 00:07:37.408 --> 00:07:43.048 Build tools and techniques to project activities to meet the project requirements. 64 00:07:44.069 --> 00:07:53.639 It goes on to state that a project is a temporary endeavor undertaken to create a unique product, search service or result. 65 00:07:55.348 --> 00:08:06.598 So, project is considered temporary in that it has a defined beginning and an end, and therefore, therefore need the defined scope and list of resources. 66 00:08:06.598 --> 00:08:14.908 It is unique and that is not a routine operation, but a specific set of operations designed to accomplish a singular goal. 67 00:08:14.908 --> 00:08:26.069 To help put today's discussion in context, I will use a generic practice project that you can think about as we go through the different steps of the process. Hopefully it will help make it. 68 00:08:26.069 --> 00:08:30.269 Maybe not as scary as it might be. Otherwise. 69 00:08:30.269 --> 00:08:39.328 Um, so hopefully it will, we'll help with this and everyday normal application. We're going to be planning a party so. 70 00:08:39.328 --> 00:08:43.589 All right the practice project is. 71 00:08:43.589 --> 00:08:56.158 Okay, so sorry, the practice project is going to be that you have a family member or friend that you're going to throw a party for to celebrate a milestone birthday or accomplishment. 72 00:08:56.158 --> 00:09:01.259 This Thursday can be considered a project because of this temporary and not part of your daily routine. 73 00:09:01.259 --> 00:09:05.609 Now, every day you plan a party for a big milestone, or a friend or family member. 74 00:09:10.048 --> 00:09:13.889 All right, so 1st of all I would like to. 75 00:09:13.889 --> 00:09:22.649 Now that I'm giving you a little bit of background, some definitions, and maybe from what you pulled with your own experiences on project management. 76 00:09:22.649 --> 00:09:26.308 I would like to you to think about. 77 00:09:26.308 --> 00:09:31.109 What are some of the benefits you see to using project management? 78 00:09:35.729 --> 00:09:39.448 In your library, if you want to share some of your thoughts on the chat. 79 00:09:39.448 --> 00:09:47.999 That would be great and we will give me a couple minutes to think about that. And. 80 00:09:47.999 --> 00:09:48.538 Reply. 81 00:10:05.458 --> 00:10:10.078 So, we're getting. 82 00:10:10.078 --> 00:10:24.359 Suggestions about efficiency milestones, covering all necessary aspects and moving parts, transparency in the process timetable and deadlines build in some time for reflection. 83 00:10:24.359 --> 00:10:29.099 Identifying challenges keeping stakeholders informed. 84 00:10:29.099 --> 00:10:41.369 So some more about communication connecting library work to non library fields and conversation, helping facilitate the work of people who don't usually work together. 85 00:10:41.369 --> 00:10:46.078 Kind of a bird's eye view covering all aspects of the project. 86 00:10:46.078 --> 00:10:55.828 Making sure it doesn't last forever. Good. It's easier to delegate tasks improves productivity responsibility. 87 00:10:55.828 --> 00:10:59.548 Agreement among staffers before implementation. 88 00:10:59.548 --> 00:11:06.568 A lot of good comments. Oh, great. That's awesome. You guys have a lot of experience with project amendment. 89 00:11:06.568 --> 00:11:11.788 Management that's great. So, yeah, so a lot of those are similar to what I have here. 90 00:11:11.788 --> 00:11:15.778 Allow them the same things. 91 00:11:15.778 --> 00:11:20.219 Infrastructure to our project by allowing you to set clear goals. 92 00:11:20.219 --> 00:11:25.198 It provides precise documentation processes workflows budgets and needed resources. 93 00:11:25.198 --> 00:11:29.219 Defines individual tasks and responsibilities. 94 00:11:29.219 --> 00:11:33.028 Easily tracks progress and it reports anomalies. 95 00:11:33.028 --> 00:11:36.479 Provides clear communication past. 96 00:11:36.479 --> 00:11:44.458 Avoid scope creep, it shows the same outcomes of the project and timeline to accomplish. 97 00:11:44.458 --> 00:11:53.668 Them and provides an effective plan to increase by administration and other stakeholders. So that's a lot of the same things that everyone has mentioned. That's great. 98 00:11:57.749 --> 00:12:10.678 Our next concept we're going to be talking about is triple constraints for years the project management body of knowledge as defy has defined the triple constraints. 99 00:12:10.678 --> 00:12:15.178 As a framework for evaluating many competing demands. 100 00:12:15.178 --> 00:12:25.798 Okay, so the 3 constraints that they usually talk about our cost time and quality or scope, they use quality and scope. 101 00:12:26.849 --> 00:12:29.879 It depends on who you're looking. 102 00:12:29.879 --> 00:12:33.629 He's worked, you're looking at as to whether or not, they like these quality or skill. 103 00:12:33.629 --> 00:12:44.369 They use as the same thing, basically, as a triple constraint theory and project management says every project operates within the boundaries of a scope. 104 00:12:44.369 --> 00:12:51.629 Time and it costs and change in 1 factor will invariably affect the other 2. 105 00:12:51.629 --> 00:13:05.609 For example, if you are administrator wants to add a bunch of new features to the project scope, they'll have to budget more time and money in order to get to accomplish what they've asked. 106 00:13:05.609 --> 00:13:12.239 They can also come to you and say they have to cut the budget for the project. That would mean you would have to downsize the scope. 107 00:13:12.239 --> 00:13:16.528 Or lower the quality, which would also affect the project timeline. 108 00:13:16.528 --> 00:13:24.089 In other words, it's all trade off. If you change 1 of those, it's inevitably obviously. 109 00:13:24.089 --> 00:13:32.489 The other 2 you should try to balance all 3 constraints. I remember that they can be. 110 00:13:32.489 --> 00:13:38.249 Change every year, find as a project progressive. So nothing is set in stone. Here. You. 111 00:13:38.249 --> 00:13:42.058 You want to be able to have the flexibility to be able to change as you need. 112 00:13:46.979 --> 00:13:58.798 All right, so let's look at the triple constraints in relation to our practice project of the party grocery for a family friend family member. A friend. 113 00:13:58.798 --> 00:14:05.249 As you're planning, you're giving the following criteria for cost you were given a budget of 700 dollars. 114 00:14:06.144 --> 00:14:12.293 And the time is for the party to be in 6 weeks for the scope I was asking you to throw a party. 115 00:14:12.833 --> 00:14:22.884 Have also suggested you invite about 30 guests, have it in 1 of the sponsors backyard around 5 PM on the given day that you decided. 116 00:14:23.668 --> 00:14:27.958 They also want you to serve dinner and dessert. 117 00:14:27.958 --> 00:14:36.418 Play at least 2 party games have music and dancing as well as lots of decorations as the budget allows. 118 00:14:36.418 --> 00:14:40.619 So, see, here we see are 3. 119 00:14:40.619 --> 00:14:47.519 Areas of constraints and how you might be able to fit something like playing this party into each 1 of those. 120 00:14:50.729 --> 00:14:53.788 We have sent an amount of time until the party. 121 00:14:53.788 --> 00:15:03.269 We have defined what we want to do at the party, have dinner and play games, et cetera and we have decided on a budget for the project. 122 00:15:03.269 --> 00:15:08.278 As you're planning the party, you will also need to think about possibilities. 123 00:15:08.278 --> 00:15:11.519 That may just wrap the events in any way. 124 00:15:11.519 --> 00:15:18.899 For example, what happens when the decorations you ordered are suddenly delayed and we'll arrive in time for the party or their back orders and. 125 00:15:18.899 --> 00:15:23.938 You don't know when you're going to get them, which can save does this impact the most. 126 00:15:23.938 --> 00:15:32.908 Well, if it well, if you look at it, if they are delayed, that would mean your schedule would be severely affected. 127 00:15:32.908 --> 00:15:38.308 Because we will not be able to get the decorations and we need we need in time for the party. 128 00:15:38.308 --> 00:15:41.609 So. 129 00:15:41.609 --> 00:15:48.599 Now, we are last to find alternative given that the schedule would be most difficult to change. 130 00:15:48.599 --> 00:15:51.899 We may have to spend more more money. 131 00:15:51.899 --> 00:15:58.019 So, we increase our costs, get more decorations last minute, or chase the scope, which is the amount of decorations. 132 00:15:58.019 --> 00:16:05.788 We were going to use, so that is how they affect an example how they affect 1 another. 133 00:16:08.489 --> 00:16:15.178 Well, channel constraints, concept. 134 00:16:15.178 --> 00:16:20.369 Has been used for a long time. It was later added. 135 00:16:20.369 --> 00:16:26.009 There were later added to through the prince to methodology. 136 00:16:26.009 --> 00:16:33.869 For those unfamiliar prince to Prince prince 2 is a process based approach to project management and standards. 137 00:16:33.869 --> 00:16:39.028 And it stands for projects in control environments. 138 00:16:39.028 --> 00:16:43.589 Mostly, it was mostly done in the UK. 139 00:16:43.589 --> 00:16:49.979 But it hasn't been formalized and is considered to be scalable and flexible. 140 00:16:49.979 --> 00:16:53.308 And allows easy adaptation by any organization. 141 00:16:53.308 --> 00:16:58.589 And it also as 3 additional constraints. 142 00:16:58.589 --> 00:17:04.798 To the original 3 that we just listed, and they are quality. 143 00:17:04.798 --> 00:17:12.058 And if it's and risk, so quality, which focuses on characteristics of a deliverable. 144 00:17:12.058 --> 00:17:19.528 While also looking at quality checking or how to ensure that particular characteristic is present and working properly. 145 00:17:19.528 --> 00:17:34.348 In the deliverable benefits, represent the value, the project is expected to to deliver to the organization and the project will have a career justification with measurable agreed benefits. 146 00:17:34.348 --> 00:17:42.749 Prince 2 requires the project to have a business case, which is a clear justification with measurable agreed benefits. 147 00:17:42.749 --> 00:17:46.138 They're expected to result from the project's output. 148 00:17:46.673 --> 00:17:57.324 If there is no clear justification, then the project should not be started and if a justification disappears, or is reduced, the agreed upon limit, the project should be stopped. 149 00:17:57.923 --> 00:18:05.003 So these are all things that you need to think of, as your creating your business case, or justification for the project that you. 150 00:18:05.398 --> 00:18:09.719 Want to work on, or I think it or things is needed. 151 00:18:09.719 --> 00:18:15.749 Products I've been identifying managing and mitigating risk on projects for years. 152 00:18:15.749 --> 00:18:26.723 There's 2 states that in any project, there may be a level of risk that we are not willing to live with or tolerate that is our risk tolerance and remember that risk. 153 00:18:26.814 --> 00:18:31.314 1st opportunities to grow or streamline something as well as threats. 154 00:18:32.128 --> 00:18:38.128 So, it can be a positive is okay. 155 00:18:43.439 --> 00:18:49.259 So, let's now add those 3 additional constraints to our party project. 156 00:18:50.459 --> 00:18:59.818 We want all the attendees to have quality experience at a party and use and to do so by hopefully having all the party attendees. 157 00:18:59.818 --> 00:19:04.439 Participate in at least 1 activity or a quality check. 158 00:19:04.439 --> 00:19:07.439 We would like, no, 1 to get sit from a party. 159 00:19:07.439 --> 00:19:12.358 No, if we pricing, so you want a good catering and we would like to have at least. 160 00:19:13.739 --> 00:19:18.298 Have the attendees dance some of the attendees staff at the party. 161 00:19:18.298 --> 00:19:28.919 If you at least half of them, as for the benefits of a project, we can show appreciation for the guest of honor and attendees will be. 162 00:19:28.919 --> 00:19:33.479 By building, newer, and by building new friendships or. 163 00:19:33.479 --> 00:19:37.618 To shore up existing friendships. 164 00:19:37.618 --> 00:19:44.848 When looking at risks, there are any number of things that could happen. So you'll want to also think about how to manage any risks that arrives. 165 00:19:44.848 --> 00:19:49.588 Some examples could include. What are you going to do? If no 1 shows up. 166 00:19:49.588 --> 00:19:54.959 To to, to the party, or if you were expecting 30 people and 60 people Sheila. 167 00:19:55.943 --> 00:20:02.003 Or when it rains on the day of the party, what new venue would you be able to move to? What? 168 00:20:02.003 --> 00:20:11.663 If there is an asset that delays everyone from getting there there or caterer canceled last minute and there's any number of alternatives that. 169 00:20:12.148 --> 00:20:18.628 Anything to happen and while you can't obviously plan for every single. 170 00:20:18.628 --> 00:20:22.648 Thing that could go wrong. 171 00:20:22.648 --> 00:20:27.959 You want to think of some of your the main ones. 172 00:20:27.959 --> 00:20:34.858 That will have the most impact to your projects. 173 00:20:34.858 --> 00:20:42.568 So so you can see how these along with the original constraints affect 1 another. 174 00:20:42.568 --> 00:20:49.769 And see how the trade off and go. So if you add this in. 175 00:20:49.769 --> 00:20:55.679 Let's say you're looking at your risk, so. 176 00:20:55.679 --> 00:20:59.159 Well, if it does rain on the day of the party. 177 00:20:59.159 --> 00:21:06.959 And you have to move somewhere else. Is that going to increase your cost or decrease? How are you going to handle that? 178 00:21:06.959 --> 00:21:10.558 Was going to the scope is it going to be. 179 00:21:10.558 --> 00:21:15.868 Decorate less sparsely so you don't have 2 places. 180 00:21:15.868 --> 00:21:20.038 So, that's how they interact and affect 1 another. 181 00:21:23.038 --> 00:21:28.769 All right? All right, so here's another reflection to side. 182 00:21:28.769 --> 00:21:34.138 So, why do you think projects fail or. 183 00:21:35.429 --> 00:21:41.009 And I'll give you another couple minutes to answer that. 184 00:21:42.749 --> 00:21:46.979 Feel free to drop those in your answers and chat in the chat. 185 00:21:52.138 --> 00:21:56.489 Okay, sorry it's already about lack of. 186 00:21:56.489 --> 00:22:05.219 Uh, defined metrics or poorly defined scope, not enough planning or communication of expectations not enough support. 187 00:22:05.219 --> 00:22:12.449 Pandemic? Yeah, that's the big 1. 188 00:22:12.449 --> 00:22:15.628 Lack of clear communication. 189 00:22:15.628 --> 00:22:21.719 Not meeting expectations, poor planning, execution under defined goals. 190 00:22:21.719 --> 00:22:26.159 Lack of follow through. 191 00:22:26.159 --> 00:22:30.868 Yeah. Okay. Great. 192 00:22:30.868 --> 00:22:35.249 Right. Good. And. 193 00:22:35.249 --> 00:22:39.598 How about did we hear some about successes? 194 00:22:39.598 --> 00:22:48.989 Or I was supposed to be finished, it was all 4 years. 195 00:22:48.989 --> 00:22:53.459 Some suggestions about what contributes to success, we can look at them. 196 00:22:53.459 --> 00:22:57.179 That'd be great. So. 197 00:22:57.179 --> 00:23:01.588 What why do you project succeed then? On the other hand. 198 00:23:01.588 --> 00:23:06.749 Lots of buy in they've met requirements. 199 00:23:06.749 --> 00:23:11.969 So, buy in throughout the organization that's important. Accountability. That's another good 1. 200 00:23:11.969 --> 00:23:16.558 Bonus. 201 00:23:20.933 --> 00:23:26.364 Lots of communications says Scott documentation outlining workflows, 202 00:23:26.693 --> 00:23:29.304 delivered on schedule flexible timeline, 203 00:23:29.663 --> 00:23:36.564 putting the right people in place upper support from upper management and supervisors. 204 00:23:37.919 --> 00:23:42.419 Expressing a clear benefit to the organization and participants. 205 00:23:42.419 --> 00:23:46.378 Great. Wow. 206 00:23:46.378 --> 00:23:52.078 You guys are awesome again levels are the same as what I have. 207 00:23:52.078 --> 00:23:57.298 So, why do projects sale? These are some of the ones that I listed. 208 00:23:57.298 --> 00:24:05.278 The thread is scope creep where you just keep adding and adding to it, it just gets unmanageable. 209 00:24:06.808 --> 00:24:11.368 Your cost increases for whatever reasons. 210 00:24:11.368 --> 00:24:19.288 There are unforeseen circumstances like a pandemic. I've had several projects affected by that. 211 00:24:19.288 --> 00:24:24.028 This year there's poor coordination. 212 00:24:24.028 --> 00:24:27.239 And also failure to meet expectations. 213 00:24:27.239 --> 00:24:32.608 Hold on the same things, as I said, like, as you've learned. 214 00:24:32.608 --> 00:24:36.179 And then why do you project succeed. 215 00:24:36.179 --> 00:24:41.249 Once again is the good communication. Communication is key. 216 00:24:41.249 --> 00:24:48.929 Do anything and then there's stakeholder buy in of course, you want everybody to be invested in the project. 217 00:24:49.949 --> 00:24:53.578 You need a well defined scope. 218 00:24:53.578 --> 00:24:57.868 You need extensive advanced planning. 219 00:24:57.868 --> 00:25:02.219 And the quality in your work in the work, being done. 220 00:25:11.308 --> 00:25:19.229 Another aspect of project management that leads to a successful outcome is a project manager manager who can effectively use. 221 00:25:19.229 --> 00:25:23.338 The project management process to accomplish this goal. 222 00:25:23.338 --> 00:25:26.759 Here are some skills that would be effective for a project manager. 223 00:25:27.534 --> 00:25:39.804 Good management and planning skills someone who can measure performance and monitor quality while analyzing risk factors. Also someone with good communication and negotiating skills. 224 00:25:40.223 --> 00:25:43.012 A good leader who can problem solve and. 225 00:25:43.348 --> 00:25:46.348 Manage change as well resolve conflicts. 226 00:25:46.348 --> 00:25:54.269 Delegate tasks and see the big picture of how the project fits in to your organization or institution. 227 00:25:55.528 --> 00:26:00.568 They also need to have the flexibility. 228 00:26:00.568 --> 00:26:04.979 And good people skills to help with many of these. 229 00:26:04.979 --> 00:26:18.239 Processes now, I like to have you think about how you can apply apply? What we've just talked about. 230 00:26:18.239 --> 00:26:22.558 So far in your own organization, so. 231 00:26:22.558 --> 00:26:29.608 I like of you to be interviewed, I think of an example when 1 of the constraints that I mentioned earlier. 232 00:26:29.608 --> 00:26:37.229 Changed in a project that you were working on and how did that impact the other constraints. 233 00:26:37.229 --> 00:26:45.328 You can include how the change was handled and how would you handle the situation in the future? 234 00:26:45.328 --> 00:26:49.828 Also web skills, do you think are most important for a project manager? 235 00:26:49.828 --> 00:27:00.838 And we're going to give you about 5 minutes. We'll see how it goes when people have the day and so you can think about it and. 236 00:27:00.838 --> 00:27:03.929 In your own organizations and. 237 00:27:04.284 --> 00:27:04.973 What's your answer? 238 00:27:31.288 --> 00:27:34.828 And if you want to look at the question, really, really quick and. 239 00:27:34.828 --> 00:27:41.999 And look at those, I can give you here as a list of the project constraints that I mentioned in case. You don't remember them specifically. 240 00:27:44.098 --> 00:27:49.378 You're still thinking about an example when 1 of the constraints change in a project you were working on. 241 00:27:49.378 --> 00:27:52.528 At your institution, and how did that impact the other. 242 00:28:14.878 --> 00:28:18.028 I want to see somebody mentioned smart. 243 00:28:18.028 --> 00:28:27.239 You're going ahead of me. That's fine. It's good. 244 00:28:35.398 --> 00:28:42.868 Going back to our 2nd question what skills do you think are most important for a project? 245 00:28:49.169 --> 00:28:52.739 Talked about project management. 246 00:28:54.388 --> 00:29:00.328 It is a topic it is. 247 00:29:00.328 --> 00:29:05.189 And Here's some of the skills that I listed. 248 00:29:05.189 --> 00:29:08.578 The project manager, so you can see the trends you think are most important. 249 00:29:08.578 --> 00:29:22.348 So, we had a couple comments about a project manager, having good organization and communication skills, and also being able to manage time. Well. 250 00:29:22.348 --> 00:29:25.528 Yes. 251 00:29:25.528 --> 00:29:31.229 Okay, good. 252 00:29:34.108 --> 00:29:40.499 And in regards to the 1st question, Michelle mentioned quality, actually being different. 253 00:29:40.499 --> 00:29:50.159 Then scope, so it changes the level of possible achievement of requirements and managing that change alters the timeline. 254 00:29:50.159 --> 00:29:53.969 Yes, true. 255 00:29:56.128 --> 00:30:06.989 Anybody else are you still thinking. 256 00:30:06.989 --> 00:30:12.298 About project managers says delegation is very important. 257 00:30:12.298 --> 00:30:18.148 Yes, it is. You don't want the project managers. I think we have to do everything themselves. 258 00:30:18.148 --> 00:30:32.878 Oh, a good question from Hanna. So, what category does this change in constraints belong to when the lead of the project loses their job due to pandemic related cuts. 259 00:30:32.878 --> 00:30:43.469 Is there a God category? Not yet. However, this year they may add 1. well. 260 00:30:43.469 --> 00:30:52.259 Considering everything that's happened that would I want to. 261 00:30:52.259 --> 00:30:58.048 Wow, that would affect the scope and the cost and just general management. 262 00:30:58.048 --> 00:31:02.219 Hello. 263 00:31:02.219 --> 00:31:10.499 On the flip side of delegation, I'm a project manager needs to be willing to pitch in and do the work alongside other folks on the team. 264 00:31:10.499 --> 00:31:18.778 Elliott says he's worked on projects where the timeline change, because of external factors and that changed the project scope. 265 00:31:18.778 --> 00:31:22.528 Since the organizational contact change so so like. 266 00:31:22.528 --> 00:31:26.308 Ripple effect there. Yes, that would make sense. 267 00:31:26.308 --> 00:31:36.328 And mentions migrating to a new and having to push back their original timeline, which, of course, has effected many other projects downstream. 268 00:31:36.328 --> 00:31:43.858 That report, but, yes, they, they're all interconnected and you change 1 thing and effects. 269 00:31:43.858 --> 00:31:51.838 A whole bunch of other things. 270 00:31:55.074 --> 00:32:06.864 Looks like a final comment from Scott completing project took time away from a proposed project. Therefore, the proposed project didn't happen. Sorry about that. No, no. 271 00:32:07.193 --> 00:32:11.844 Each other's project project to buy in was also weak. 272 00:32:12.148 --> 00:32:17.278 Okay, yeah, and then to have an indication. 273 00:32:17.278 --> 00:32:23.638 Okay, great. Awesome. You guys are amazing. 274 00:32:25.858 --> 00:32:29.009 Thank you so much for your answers. 275 00:32:29.009 --> 00:32:33.838 So, does anybody have any other questions about what. 276 00:32:33.838 --> 00:32:40.648 Talked about so far we can also pause and do some of that to. 277 00:32:40.648 --> 00:32:43.828 Is there any will there also be a translator to ask questions. 278 00:32:57.449 --> 00:33:00.898 I'm not seeing any questions or Becky. Okay. 279 00:33:00.898 --> 00:33:04.409 All right, then we will carry on. 280 00:33:04.409 --> 00:33:10.798 All right. 281 00:33:10.798 --> 00:33:19.348 Okay, now that we have covered some definitions and concepts of project management. 282 00:33:19.348 --> 00:33:22.528 We are going to turn to the project lifecycle. 283 00:33:23.969 --> 00:33:29.128 A project has a life cycle or phases they're implemented in order to complete the project. 284 00:33:29.128 --> 00:33:35.249 They are initiation, planning, execution and closure. 285 00:33:36.598 --> 00:33:40.888 I will be covering each each phase in depth and the following 5. 286 00:33:40.888 --> 00:33:50.548 Phase 1 is initiation and and includes the following stuff. 287 00:33:50.548 --> 00:33:58.588 Identifying benefits that includes tasks, such as building a business case and determining the feasibility of the project. 288 00:33:58.588 --> 00:34:03.509 Involving stakeholders in your projects, so you can have in. 289 00:34:03.509 --> 00:34:10.349 Creating a project charter or project other project initiation documentation. 290 00:34:10.349 --> 00:34:15.929 Appointing the project team and the project manager. 291 00:34:15.929 --> 00:34:19.528 And reviewing the project and gaining approval. 292 00:34:19.528 --> 00:34:24.539 So, you can move to the next phase. 293 00:34:27.688 --> 00:34:34.918 So, what do we mean, when we talk about building a business case? Well, according to the association of project management. 294 00:34:34.918 --> 00:34:41.188 A business case provides justification for undertaking a project or program or portfolio. 295 00:34:41.188 --> 00:34:48.389 Evaluates benefits costs and risk of all options and provides the rationale for the preferred solution. 296 00:34:48.389 --> 00:34:57.239 With that, in mind, in creating a business case, there are several things to consider each of, which will be. You need to your own institution. 297 00:34:58.318 --> 00:35:03.358 Your justification should encourage encourage objectivity. 298 00:35:03.358 --> 00:35:07.409 Align with your organization's strategic mission and goals. 299 00:35:07.409 --> 00:35:12.929 You should be thinking about the possibility of using quantitative tools, such as engaging. 300 00:35:12.929 --> 00:35:19.018 Performance measured, like looking at cost and resources and reviewing available project data. 301 00:35:19.018 --> 00:35:24.478 That data, so, the use of quantitative tools, such a stakeholder. 302 00:35:24.478 --> 00:35:32.998 Evaluating where buyers looking at organizational fit for the project and of course, risk analysis. 303 00:35:32.998 --> 00:35:36.208 Or the project itself. 304 00:35:40.918 --> 00:35:49.858 Also making a case for something, you should be looking at your needs for this project and how they align with the needs of the organization. 305 00:35:51.748 --> 00:35:58.768 And you can also even look as somebody mentioned earlier how your project might affect other projects in the organization. 306 00:36:00.869 --> 00:36:07.528 This can easily be done through a needs assessment. You need to 1st, separate your needs from your wants. 307 00:36:07.528 --> 00:36:12.688 And you should realize that you may have conflicting needs within your within your. 308 00:36:12.688 --> 00:36:17.128 Initial original needs themselves or between the project. 309 00:36:17.128 --> 00:36:21.028 Between the project needs, and those are your institution. 310 00:36:21.028 --> 00:36:26.278 You will have to figure out how to resolve these conflicts for your project to move forward. 311 00:36:26.278 --> 00:36:30.088 You should also be aware that the sponsor or recipients. 312 00:36:30.088 --> 00:36:40.978 May not know, or understand their needs, which may be the case as we probably all seen and lastly you should assess your project need through. 313 00:36:40.978 --> 00:36:45.809 Document review interviews an audit you didn't get a full picture. 314 00:36:45.809 --> 00:36:48.898 Of how of your needs and how they will. 315 00:36:48.898 --> 00:36:54.989 Affect your other needs Andrew institution. 316 00:36:54.989 --> 00:37:06.148 The next step in the initiation phase, involves you thinking about your stakeholders and getting them involved in the process? 317 00:37:06.148 --> 00:37:12.268 You need that buy in, from then from them for your project to be successful. 318 00:37:12.268 --> 00:37:15.478 And anyway, so you need to look at. 319 00:37:15.478 --> 00:37:27.659 Who benefits from the project who provides input and oversight for the project who has project related responsibilities and stakeholder examples include. 320 00:37:27.659 --> 00:37:33.478 The project sponsor, usually an administrator or an executive. 321 00:37:33.478 --> 00:37:40.079 When they talk about sponsor in project management, it's basically usually your boss it. 322 00:37:40.079 --> 00:37:45.329 Usually somebody who holds the purse strings. 323 00:37:45.329 --> 00:37:56.489 But it's up to somebody who will advocate for you and your project. So that's why you need their buy in. So you can get what you need to. 324 00:37:59.489 --> 00:38:05.938 Another thing sorry excuse me? 325 00:38:06.958 --> 00:38:10.469 Also, when do you think? And by stakeholders. 326 00:38:10.469 --> 00:38:15.690 Um, you will need you'll want to look at how much power they have over your project. 327 00:38:15.690 --> 00:38:23.909 And that you clearly communicate with them away, you need seating, keep to your schedule or timeline. 328 00:38:23.909 --> 00:38:27.119 So you want to make. 329 00:38:27.119 --> 00:38:27.420 So, 330 00:38:27.414 --> 00:38:34.885 you have that big communication going Becky we have from Emily, 331 00:38:34.885 --> 00:38:35.695 who says what, 332 00:38:35.695 --> 00:38:38.425 if you are in the position of project manager, 333 00:38:38.425 --> 00:38:44.514 can everything addressed still apply smoothly in terms of following these guidelines? 334 00:38:45.000 --> 00:38:48.809 The stakeholder guideline. 335 00:38:48.809 --> 00:39:00.630 Or the oh, sorry, go ahead. Sorry about that. Maybe Emily can clarify in the chat. Go ahead, Becky. 336 00:39:00.630 --> 00:39:12.360 Okay, because usually in your hierarchy yeah, the project manager manager, you have your project team may have your project sponsor who was above the project manager. 337 00:39:12.360 --> 00:39:17.340 They are the ones that approve the plan. 338 00:39:17.340 --> 00:39:20.849 So that and give the project manager of the ability. 339 00:39:20.849 --> 00:39:28.500 To work on the project and fulfill those needs. 340 00:39:28.500 --> 00:39:34.559 And Emily says she is actually thinking about everything that you mentioned at the beginning. 341 00:39:34.559 --> 00:39:41.400 Okay, so what was your original question? 342 00:39:41.400 --> 00:39:45.840 If you're in the position of project manager. 343 00:39:45.840 --> 00:39:52.380 Oh, okay. Yeah. Everything addressed still apply smoothly. 344 00:39:52.380 --> 00:39:56.250 Yes, you should be able to even as a project manager. 345 00:39:56.250 --> 00:40:02.400 Work together with all of those concepts that we talked about earlier. 346 00:40:04.469 --> 00:40:07.980 And you will need to work together, obviously with your team and you're. 347 00:40:07.980 --> 00:40:15.510 Sponsor there welcome Thank you. 348 00:40:15.510 --> 00:40:19.289 All right. 349 00:40:21.119 --> 00:40:30.059 So, at this stage, he often need to create your project initiation documentation. 350 00:40:30.059 --> 00:40:35.849 This generally will include either a project charter or a project. 351 00:40:35.849 --> 00:40:47.190 Initiating documents, and we'll have to be approved by your administration. This is what? I was just talking about talking about a few minutes ago with emily's. Great question. 352 00:40:47.190 --> 00:40:57.360 Um, the pinball side defines a project charter as a document issued by the project initiator. Our sponsor that formally or authorizes the existence of a project. 353 00:40:57.360 --> 00:41:04.139 And provides the project manager with the authority to apply organizational resources to project activities. 354 00:41:05.429 --> 00:41:09.809 So, this documentation is very important because it provides. 355 00:41:10.164 --> 00:41:23.394 Management's approval for the project, and the project manager, and will also include the business case stakeholders as well as authorizing use of organization resources. 356 00:41:23.755 --> 00:41:28.375 It basically gives the authority that we can actually move forward and work on this project. 357 00:41:28.860 --> 00:41:32.670 In a smooth effective way. 358 00:41:36.480 --> 00:41:45.510 So the end of the page and that a document will be produced, which defines the who the, what? The, where and the, how. 359 00:41:45.510 --> 00:41:51.329 Of the project. 360 00:41:53.670 --> 00:42:06.750 Becky about recent research on, including stakeholders in the project team if you have any reactions or thoughts about that. 361 00:42:08.699 --> 00:42:16.949 Well, well, actually the stakeholders can in the. 362 00:42:16.949 --> 00:42:25.289 Include not only those above the, the project manager, and the project team that also include the project team themselves. So. 363 00:42:25.289 --> 00:42:31.829 Because that's where your buying comes from. So if you're invested in this project. 364 00:42:31.829 --> 00:42:34.889 And you want to see it succeed. 365 00:42:34.889 --> 00:42:38.909 Then you're a stakeholder in that. 366 00:42:38.909 --> 00:42:42.599 So, they're kind of you can have them. 367 00:42:42.599 --> 00:42:46.440 Be multifaceted. Does that make sense? 368 00:42:55.019 --> 00:43:00.929 So, yes, you will have, I mean, you can't have stakeholders on your the team. 369 00:43:03.570 --> 00:43:06.690 That you'll also have externals. 370 00:43:06.690 --> 00:43:17.485 Stakeholders yeah, that makes sense. And then Peter has just a comment, a situation a few years ago where supervisors changed in the midst of a project. 371 00:43:19.284 --> 00:43:24.204 So it had to be justified recontextualize and they're still working out the kinks there. 372 00:43:24.510 --> 00:43:30.599 Was it where they, it was a scope creep where they try and add too much to it well. 373 00:43:30.599 --> 00:43:34.860 Yes, unfortunately. 374 00:43:34.860 --> 00:43:39.300 That happens more than we probably might want to think it does. 375 00:43:39.300 --> 00:43:45.570 But well, yeah, it causes problems because then. 376 00:43:45.570 --> 00:43:50.909 It delays if the time it affects the time frame of your project. 377 00:43:50.909 --> 00:43:57.119 So, but hopefully they can still come together if it hasn't changed too much, it shouldn't be too hard. 378 00:43:57.119 --> 00:44:02.760 To continue on with that project, I guess it depends on what they're asking. 379 00:44:02.760 --> 00:44:11.639 More risk management more okay. Or things that could change the outcome. Okay. 380 00:44:11.639 --> 00:44:15.030 Yes. 381 00:44:16.050 --> 00:44:20.219 Unfortunately, something that happens. 382 00:44:28.289 --> 00:44:34.440 Did I answer your questions today? Oh, yeah. 383 00:44:34.440 --> 00:44:41.010 I understand the thing was, yeah, we have projects going in when we hit. 384 00:44:41.010 --> 00:44:47.340 We all fled the building and they're working remotely. 385 00:44:47.340 --> 00:44:55.829 For those next 6 months, and it's 1 of our projects, we didn't get nearly as much done as we had originally planned. So it affected our timeline. 386 00:44:55.829 --> 00:45:02.010 Well, and the costs and yeah, so it's delayed things a little bit. 387 00:45:02.010 --> 00:45:05.820 Okay, great. I'm glad I can answer the question. All right. 388 00:45:05.820 --> 00:45:11.610 So, to apply what we learned about the project initiation phase, let's return to our plan. 389 00:45:11.610 --> 00:45:21.150 So we talked about in the initiation page in the initiation phase, we need to identify our benefit. 390 00:45:21.150 --> 00:45:28.530 All right, so some of our benefits that we can see from throwing this party are that we're celebrating someone's accomplishments. 391 00:45:28.530 --> 00:45:34.530 And building friendships and morale within our organization, or. 392 00:45:34.530 --> 00:45:37.739 Kind of activity in our family. 393 00:45:37.739 --> 00:45:43.469 We can also by celebrating noble events. 394 00:45:43.469 --> 00:45:49.530 That can also affect the culture of the institution. 395 00:45:49.530 --> 00:45:53.309 So, in a more positive way, hopefully. 396 00:45:54.389 --> 00:46:01.170 So, we have that, and we can allocate resources based on the importance of the event and available funding. 397 00:46:01.170 --> 00:46:15.329 As for involving stakeholders, we can do that by talking with whoever we're celebrating the honorary of our party. 398 00:46:15.329 --> 00:46:20.400 And also by, because they're the same stakeholder, obviously, because we're celebrating them. 399 00:46:20.400 --> 00:46:24.630 And then there's also the attendees to the party. 400 00:46:24.630 --> 00:46:33.150 Where we have to talk to them about engage availability, preferred activities. So you want to plan a good party. 401 00:46:33.150 --> 00:46:41.039 Do you have the quality that you hold on as well as talking to family about having the party in the backyard? So we have all these stakeholders. 402 00:46:41.039 --> 00:46:44.400 We have internally an external we have the whole group. 403 00:46:44.400 --> 00:46:54.659 We can also justify some of organizational resources, the use of organizational resources, because we have an we have already identified existing resources. 404 00:46:54.659 --> 00:46:59.699 As well, as funding for additional supplies and services so we went through. 405 00:46:59.699 --> 00:47:02.940 And figure it out what price we have. 406 00:47:02.940 --> 00:47:06.960 And what new ones we wanted to get, so. 407 00:47:06.960 --> 00:47:11.309 That shows how we're using organizational resources. 408 00:47:17.400 --> 00:47:27.869 All right, so now we're going to apply what we just talked about for this initiation. 409 00:47:27.869 --> 00:47:33.599 Phase so, once again, here are some questions you can. 410 00:47:33.599 --> 00:47:39.570 Go through and read them all and think about them. You can just. 411 00:47:39.570 --> 00:47:46.650 And then hopefully share your answers to some of your questions in the chat box. 412 00:47:46.650 --> 00:47:53.010 And we'll give you, I'll give you several minutes for this. However long we deem fit. 413 00:47:53.010 --> 00:48:00.360 And then you can answer all, you can answer some of them. Hopefully you'll at least be answering them. 414 00:48:00.360 --> 00:48:08.550 To yourself in your head, if you're not sharing or feel free to share, obviously so. 415 00:48:08.550 --> 00:48:14.639 1 factors, do you use to develop your business case for the last project you worked on? 416 00:48:14.639 --> 00:48:20.369 So another 1 of the things about, did you separate out wants from needs. 417 00:48:20.369 --> 00:48:23.880 When scoping the project, why would this be a good idea? 418 00:48:25.320 --> 00:48:29.250 Did you develop a comprehensive list of project stakeholders? 419 00:48:29.250 --> 00:48:36.329 And do you use a project charter or similar for your last project? If so what were the benefits. 420 00:48:36.329 --> 00:48:42.059 Of creating that documentation, if not do you plan to use 1 or your next project? 421 00:48:44.519 --> 00:48:57.780 We'll want to think about I feel like we need the jeopardy music. 422 00:48:59.130 --> 00:49:09.719 That would have been well, as we think about these questions and how you can apply them at your. 423 00:49:09.719 --> 00:49:14.880 You or institutions, or in your work, your daily work. 424 00:49:14.880 --> 00:49:22.349 So, while folks are are adding their comments in the chat, I can say that. 425 00:49:22.349 --> 00:49:35.730 Michigan State, we are also in the very early stages of a migration to a new system and at the very beginning we did this wants versus needs list illuminating to think about. 426 00:49:35.730 --> 00:49:44.489 What what was a deal breaker and what was just highly desired but. 427 00:49:44.489 --> 00:49:49.590 Yeah, exactly Yeah and you will. 428 00:49:49.590 --> 00:49:57.449 There's a, when you start talking to everybody in your library, there's a lot of differing opinions on. 429 00:49:57.449 --> 00:50:00.719 And even what you should be prioritizing. 430 00:50:00.719 --> 00:50:05.880 So, it's not an easy task, but it's a good thing to have the list because then you can use that as a tool. 431 00:50:05.880 --> 00:50:18.960 Do that you've done it twice? 432 00:50:18.960 --> 00:50:22.530 I've been here. 433 00:50:29.460 --> 00:50:36.269 Scott, a project charter was a key feature of a work from home meditate a project. 434 00:50:36.269 --> 00:50:39.690 Oh, okay. Yeah. 435 00:50:39.690 --> 00:50:44.190 Dealing with stakeholders and some wants and needs. 436 00:50:44.190 --> 00:50:53.250 Okay, great. 437 00:50:53.250 --> 00:50:58.349 Yeah, there were a lot of new projects that came on board with pandemic. 438 00:50:58.349 --> 00:51:01.980 So, yeah, as somebody mentioned earlier, it can be it also benefits. 439 00:51:01.980 --> 00:51:09.269 The library and they always a negative. 440 00:51:09.269 --> 00:51:21.900 Okay, they've been informal that's a lot of them tend to go. 441 00:51:23.130 --> 00:51:29.340 Know, I think, well, maybe lack of training. I'm not sure. 442 00:51:54.210 --> 00:51:58.110 Chris dimension projects have always been informal. 443 00:51:58.110 --> 00:52:04.590 She would like to start formalizing them with charters like this right now she could say, yes, she just starts it. 444 00:52:04.590 --> 00:52:11.369 That action. 445 00:52:11.369 --> 00:52:15.269 That is definitely a way to go. You can do it. 446 00:52:15.269 --> 00:52:25.260 That's nice. It depends on the size the size of the project. 447 00:52:25.260 --> 00:52:28.679 Project management would definitely be helpful. 448 00:52:37.469 --> 00:52:42.150 All right, you can there, we can also open up for any other questions you might have to. 449 00:52:57.329 --> 00:53:00.420 I am seeing the questions. 450 00:53:00.420 --> 00:53:05.010 I'm comment about a lot of projects being. 451 00:53:05.010 --> 00:53:12.480 Like, just involving me, so the whole project? Yes, exactly. Okay. 452 00:53:12.480 --> 00:53:19.650 Those aren't good too, because then you're going to make all the decisions. However, you also have to all the work. 453 00:53:19.650 --> 00:53:23.789 So, I guess depending on the project. 454 00:53:26.250 --> 00:53:29.639 Okay, great. 455 00:53:29.639 --> 00:53:33.030 Or maybe you could use it to get some help from somebody else. 456 00:53:46.619 --> 00:53:51.744 I did not see Casey's feedback. Let's say it was back a little bit. I missed it as well. 457 00:53:52.074 --> 00:54:03.505 We developed on project management rubric for digital collections institutions so that way all our champions start out with the same set of expectations. 458 00:54:03.809 --> 00:54:07.710 Oh, that's very nice. 459 00:54:07.710 --> 00:54:11.639 Okay, that's it. Another option. 460 00:54:20.190 --> 00:54:34.829 All right anybody else no. All right. Well, then we're going to move on to the next thing. 461 00:54:34.829 --> 00:54:42.510 All right, so phase 2 is planning once your administration has approved your project initiation documentation. 462 00:54:42.510 --> 00:54:54.510 The project enters the planning phase, so the planning phase is when the project plans are documented, the project deliverables and requirements are defined and the project schedules created. 463 00:54:54.510 --> 00:55:01.289 It involves creating a set of plans to help guide your team through the implementation and enclosure phases of the project. 464 00:55:01.289 --> 00:55:06.510 So, you're gearing up to this plan for the rest of the project. 465 00:55:06.510 --> 00:55:17.369 This phase includes work to further refine the project scope, identify and manage risk that you found. 466 00:55:17.369 --> 00:55:22.559 Identify resources, including staffing materials and funding. 467 00:55:22.559 --> 00:55:27.119 As well, as to define a project schedule that includes milestones and due dates. 468 00:55:27.119 --> 00:55:31.949 And developing a communication plan for the project team and external stakeholders. 469 00:55:32.969 --> 00:55:40.349 So, work done during the project planning phase is summarized in a usually not always. 470 00:55:40.349 --> 00:55:43.530 Is usually summarized in a project management plan. 471 00:55:50.034 --> 00:56:01.014 The development of the project management management plan is the process of defining preparing and coordinating all subsidiary plans and integrating them into a comprehensive project management plan. 472 00:56:01.045 --> 00:56:10.045 The benefit of this process is a central document that defines the basis of all project work. So this is your main document that you go to this is your go to. 473 00:56:10.590 --> 00:56:14.610 It will, it defies all of the. 474 00:56:14.610 --> 00:56:19.019 The underlying basis of the work that you're doing for this project. 475 00:56:20.579 --> 00:56:24.780 All right. 476 00:56:24.780 --> 00:56:35.429 So, there is no standard format for project management plan, but process for project success is usually directly related to the amount of planning that has been performed. 477 00:56:35.429 --> 00:56:42.119 So, although would include any, and all items that define the management of the project. There are certain standard items. 478 00:56:43.289 --> 00:56:51.300 They're listed here that are core components that may make up a project management plan. They are the scope statement. 479 00:56:51.300 --> 00:56:59.070 Critical success factors, deliverables, work, breakdown, structure, schedule or timeline. 480 00:56:59.070 --> 00:57:11.010 Budget always the budget quality control, human resources plan, the stakeholder list a communication component, a risk register and an acquisition plan. 481 00:57:11.010 --> 00:57:19.170 Or procurement plan, I'm trying not to say for procurements very much, but. 482 00:57:19.170 --> 00:57:22.199 That's right. 483 00:57:25.079 --> 00:57:29.280 Sorry about the doubling up on there. I don't know what happened to that. 484 00:57:29.280 --> 00:57:32.699 Okay, hopefully you can read it. So. 485 00:57:32.699 --> 00:57:37.170 I'll fix it before we post it. Okay. Let's look at the scope statement. 486 00:57:37.170 --> 00:57:43.500 It is a fundamental responsibility of the project manager to know, and maintain the boundaries of the project. 487 00:57:43.500 --> 00:57:56.880 This information needs to be clearly defined and should be included in the project management plan. A poorly defined scoping statement can negatively impact project success in meeting the project sponsors, approved and scope. 488 00:57:57.960 --> 00:58:03.630 The pen box identifies the use of the smart acronym. If somebody mentioned earlier. 489 00:58:03.630 --> 00:58:07.139 To develop the scoping statements or goals for the project. 490 00:58:07.139 --> 00:58:10.860 So, when you're developing your scoping statements, follow smart. 491 00:58:11.909 --> 00:58:16.949 This stands for specific, measurable, achievable, relevant and time constraint. 492 00:58:18.510 --> 00:58:26.670 We're going to start with a need to be specific. This involves asking the 5 WS who watch why where and which. 493 00:58:27.869 --> 00:58:32.699 Next is making your goals measurable. 494 00:58:32.699 --> 00:58:46.949 You have to know how to measure your goals. It also allows you to regularly monitor and assess your progress and how to determine when you've reached that goal. So as not to waste time, basically you set up metrics to measure your progress. 495 00:58:46.949 --> 00:58:51.480 Your goal also needs to be achievable. 496 00:58:51.480 --> 00:58:57.000 Because there's no point having a goal, if you can't if there's no way to achieve it. 497 00:58:58.050 --> 00:59:09.989 You should discern if a goal you defined as realistic know your resource as well and ask if this goal can be accomplished, considering the constraints under which you are working, which includes scheduling and costs. 498 00:59:09.989 --> 00:59:15.030 They should be relevant. Your goal needs to be relevant to the project scope. 499 00:59:15.030 --> 00:59:23.070 And to the organization sponsoring the project is the goal worthwhile. There's a match needs the questions you can ask. 500 00:59:23.070 --> 00:59:26.969 That it should also be time constrained. 501 00:59:26.969 --> 00:59:32.730 A deadline serve as a great motivator and can provide context for you to recognize the various tasks. 502 00:59:32.730 --> 00:59:38.639 Necessary to reach that goal in the time allotted therefore, giving the goal time constraints. 503 00:59:38.639 --> 00:59:42.239 Helps to keep you on track. 504 00:59:47.130 --> 00:59:53.070 Next on the critical success factors. 505 00:59:53.070 --> 01:00:04.650 There isn't 1 specific criteria that defines success for all projects. So you'll need to define them for your specific project that the project is defined as a temporary endeavor. 506 01:00:04.650 --> 01:00:15.655 Time and cost resources are usually high on the success criteria list other items that can be find projects access are deadlines budget, 507 01:00:16.585 --> 01:00:17.635 quality standards, 508 01:00:17.994 --> 01:00:18.235 end, 509 01:00:18.235 --> 01:00:19.224 user benefits, 510 01:00:19.434 --> 01:00:20.574 minimal change, 511 01:00:20.934 --> 01:00:21.445 orders, 512 01:00:21.445 --> 01:00:22.614 quality production. 513 01:00:23.190 --> 01:00:27.300 And employee satisfaction. 514 01:00:27.300 --> 01:00:39.480 Then we move on to deliverables deliverables are the product services or results that the project is commission to produce the project, delivers them to the project sponsor who commission? The project. 515 01:00:39.480 --> 01:00:48.960 All project deliverables should be spelled out in detail within the project management plan. Also details about applicable standards can provide important context. 516 01:00:50.039 --> 01:00:53.789 Moving on to number 4. 517 01:00:53.789 --> 01:01:06.900 Work breakdown structure this is defined as a deliverable oriented breakdown of a project into smaller components. Basically, you're taking a large project and baking and breaking it down into smaller components that are more. 518 01:01:06.900 --> 01:01:11.550 Easily accomplished on their own. 519 01:01:11.550 --> 01:01:17.699 A work breakdown structure is a key project deliverables and organizes the team's work and into manageable section. 520 01:01:17.699 --> 01:01:24.780 You are likely creating the work breakdown structure when tasks are assigned it's project team members. 521 01:01:24.780 --> 01:01:35.130 Number 5 on the list is the schedule projects, have a defined beginning and an end. The schedule is important. 522 01:01:35.130 --> 01:01:40.380 The opinion of external stakeholders generally determines the deadline dates. 523 01:01:40.380 --> 01:01:46.409 Not always, but it can significantly affect them. 524 01:01:46.409 --> 01:01:49.739 Setting your schedule can be done manually and does not require. 525 01:01:49.739 --> 01:01:53.340 They need for project management software, so you can decide. 526 01:01:53.340 --> 01:01:58.440 On your own without any kind of software or you, if you want to use software, that's fine to. 527 01:01:58.440 --> 01:02:02.400 The schedule just need to communicate the project milestones and deadlines. 528 01:02:02.400 --> 01:02:12.480 Next is the budget if your project requires you to manage your budget, the available budget should use the funds identified in the project initiation documentation. 529 01:02:12.480 --> 01:02:27.355 From the initiation phase that we just talked about, you will also need to determine the quality standards for your project when a project produces a deliverable. There are always quality standards in play along with determining the quality standards for your project. 530 01:02:27.690 --> 01:02:32.190 You will also need to develop a strategy for meeting the standard and what quality control steps. 531 01:02:32.190 --> 01:02:35.849 1 needs to be taken, they should be itemized and listed. 532 01:02:37.710 --> 01:02:46.619 Just to make it easier to measure. 533 01:02:46.619 --> 01:02:55.769 The next, excuse me the next step in the development of the human resource is that development of the human resources plan. 534 01:02:59.550 --> 01:03:02.699 All right, I didn't catch when she said. 535 01:03:05.519 --> 01:03:12.690 Somebody just mentioned something in that, but I didn't catch it. 536 01:03:12.690 --> 01:03:16.320 Did you see it on. 537 01:03:16.320 --> 01:03:30.599 Oh, I just going to suggest anybody have this built in, but we are hitting an hour and so a few minutes it might be a good time for a little break. Okay. Yes. We're almost. 538 01:03:30.599 --> 01:03:35.519 Almost the end of this space, and then I was going to. 539 01:03:35.519 --> 01:03:39.510 So, I think remember a few more minutes and will be good. 540 01:03:39.510 --> 01:03:42.900 All right. 541 01:03:44.340 --> 01:03:53.429 Human needs. Okay. Okay. So you have the human resources assign the team members are often 1 of the most critical components in the chain of successful project. 542 01:03:53.429 --> 01:03:58.110 Always always, always you need people to accomplish the, the project. 543 01:03:58.110 --> 01:04:02.670 The human resources, portion of the project management plan should contain the following items. 544 01:04:02.670 --> 01:04:12.780 Resource requirements, which is a list of project team positions, job, descriptions, and so forth the project team acquisitions, which is how the project team will be acquired. 545 01:04:12.780 --> 01:04:23.065 List of positions, which are already occupied from the larger organization how much time each person will develop to the project where the project team will come from and so forth training and development. 546 01:04:23.065 --> 01:04:32.934 This will show how you will ensure that the project team has the ability to successfully carry out the project and management, which includes motivational activities, performance assessments. 547 01:04:33.269 --> 01:04:37.650 Staff we assign the procedures and any other items that are relevant to. 548 01:04:37.650 --> 01:04:46.650 Successful management of the project team next is the stakeholder list. 549 01:04:46.650 --> 01:04:56.579 It is common that the number of stakeholders growth throughout the project, because the CDs were gets in the beginning. Some of your smaller minor stakeholders. 550 01:04:56.579 --> 01:05:00.659 Do you have a quite fully thought about the full process. 551 01:05:00.659 --> 01:05:08.789 You probably about a process in a certain way, but as you start going through, it may discover okay wait, they are also affected by this project. We should include that. 552 01:05:08.789 --> 01:05:13.829 But as you lay out your project plan, you will uncover additional stakeholders if you've not that about previously. 553 01:05:13.829 --> 01:05:19.110 Some content can have a proportionately large influence on the project out them. 554 01:05:19.110 --> 01:05:23.639 For this reason the stakeholder list should be developed and maintained and consulted regularly. 555 01:05:23.639 --> 01:05:30.989 A best practice is to have the list include the classification of the stakeholders power to influence their project as well as their level of interest in it. 556 01:05:31.224 --> 01:05:45.715 As where communication is 1 of the most important aspects of the project management plan for communication makes issues on project on a project worth. And in some cases, the lack of communication is the only reason an issue arises. It is human nature to avoid telling someone values. 557 01:05:46.255 --> 01:05:51.025 So this is the main contact is the most important news doesn't get better with age impact. 558 01:05:51.570 --> 01:05:57.539 Think it's worse, because the issue isn't being addressed properly. 559 01:06:01.949 --> 01:06:07.230 Component components are the risk register and the acquisition plan is important to put. 560 01:06:07.230 --> 01:06:14.519 For the unexpected taking decisive activities go wrong is the most important trade from project manager. 561 01:06:14.519 --> 01:06:27.239 Proper way to manage risk is through the creation of a risk register. This is a listing of the most important risks to the successful completion of the project. The importance of a risk is defined by 2 factors, probability and impact. 562 01:06:28.380 --> 01:06:35.159 An analysis of risk is a complex filled with many books written about it, but foremost projects, the simplified process works very well. 563 01:06:35.159 --> 01:06:39.210 The risk register usually contains the following fields description of risk. 564 01:06:39.210 --> 01:06:52.650 The final list of risk is determine via brainstorming subject matter, experts, analysis of previous project and so forth. A maximum of 20 risks should be used as a guide, but usually you will want to quit about 10 because they. 565 01:06:52.650 --> 01:07:01.409 Get pretty smaller remote probability, a scale of 1 to 10 a T or similar or similar will classify the risks sufficiently. 566 01:07:01.409 --> 01:07:04.530 The same is true of impact. 567 01:07:04.530 --> 01:07:09.599 They can also use a scale of 1 to 10 or similar with classified the. 568 01:07:09.599 --> 01:07:16.349 Is sufficient priority the probability is multiplied by the impact to determine the overall priority. 569 01:07:16.349 --> 01:07:19.889 Are reclassifying them into a 1 through 10 scale usually makes sense. 570 01:07:19.889 --> 01:07:27.804 The list is and sorted it by priority triggers these are the actions or events that define the occurrence of the risk and they are identified, 571 01:07:27.804 --> 01:07:28.375 for example, 572 01:07:28.375 --> 01:07:35.934 if you're building a fence and the risk is that it starts to rain how much rain makes you have to stop and what defines the risk is having occurred. 573 01:07:36.389 --> 01:07:46.409 So last is the response time, this is where you develop a plan to deal with the risks, what are the action steps that will be followed in the triggers teams you have occurred and who will perform those actions. 574 01:07:46.409 --> 01:07:49.619 And who are the stakeholders that need to be notified? 575 01:07:49.619 --> 01:07:56.639 Finally may get to the procurement or acquisition plan, which identify the following things what outside products and services are required. 576 01:07:56.639 --> 01:08:02.730 How are those products and services is going to be acquired? How will their progress and quality be monitored? 577 01:08:02.730 --> 01:08:12.389 Oftentimes you may find that outside contractors who usually don't have the same focus on quality and time in that those in your organization. 578 01:08:12.389 --> 01:08:17.579 So, that may come management, become. 579 01:08:17.579 --> 01:08:27.449 That manage may become more important issue for you as you're trying to coordinate efforts between outside content contractors as well as you're within your organization. 580 01:08:28.524 --> 01:08:42.055 All right, so now, as we look at, here's our party plan for scope statement, we have the parties to celebrate a friend's milestone. Our achievement, our critical success factor that people have fun at the party. 581 01:08:42.475 --> 01:08:44.425 Our deliverable is that the party happens. 582 01:08:45.029 --> 01:08:49.680 The work breakdown structure is shown to a family members and friend specific tasks. 583 01:08:49.680 --> 01:09:00.510 In planning the party, the schedule consists of setting a pray day and knowing when to place orders or higher help and our budget was shown through the available funding and resources that side the party earlier. 584 01:09:00.510 --> 01:09:09.149 The quality control was the hope that I'll probably attendees that participated in at least 1 activity and then we got sick you human resource the plan was defining. 585 01:09:09.149 --> 01:09:13.949 Who is going to help with the party and what each of their roles were in setting up and running the party. 586 01:09:13.949 --> 01:09:18.210 And the stakeholder lists were the included, the honor read. 587 01:09:18.210 --> 01:09:21.329 The family and friends. 588 01:09:21.329 --> 01:09:31.979 His or her, our communication plan was invitations and checking in on the status of the assigned tasks and for the risk registering, we would have contingency plans for various issues that arise such as. 589 01:09:31.979 --> 01:09:38.340 People being laid, or if it rains and lesser acquisition plan was that we hired a cater and a D. J. 590 01:09:38.340 --> 01:09:41.460 So, that's how you can see how. 591 01:09:41.460 --> 01:09:47.640 I can change it. Sorry there we have how our party project would be affected budget. 592 01:09:47.640 --> 01:09:53.789 And then now we can have a break, and as you are breaking. 593 01:09:53.789 --> 01:10:01.739 You can think of this question for projects that you have worked on how many of the project management plan either? Did you cover. 594 01:10:01.739 --> 01:10:07.170 How would the inclusion of missing or poorly cover items have improved project management for the project. 595 01:10:07.170 --> 01:10:11.130 All right, and now we can break for. 596 01:10:14.489 --> 01:10:21.149 Good Becky put that in the chat as well. Okay. 597 01:10:21.149 --> 01:10:21.479 Right. 598 01:20:46.560 --> 01:20:52.710 Hi, everyone, this is Hailey. I have 1 E on my time so. 599 01:20:52.710 --> 01:20:55.739 Becky, you can go ahead and share your screen again. 600 01:20:55.739 --> 01:20:59.130 All right great, thank you. 601 01:21:07.140 --> 01:21:19.409 All right, so, here, the question that we were talking about, do we, anybody has anybody talked about it. 602 01:21:19.409 --> 01:21:24.390 And would they like to share any of their answers? 603 01:21:38.305 --> 01:21:39.864 I'm not saying anything in the chat, 604 01:21:39.864 --> 01:21:40.284 Becky, 605 01:21:41.185 --> 01:21:43.494 but I'm going to take off my moderate at for a 2nd, 606 01:21:43.494 --> 01:21:48.085 and say that during a strategic plan project at our library, 607 01:21:49.375 --> 01:21:53.335 we failed to address the budget part for events. 608 01:21:54.385 --> 01:21:55.135 We realized. 609 01:21:55.680 --> 01:21:59.039 And it turns out with. 610 01:21:59.039 --> 01:22:08.970 Be a huge problem, but it really was sort of it cost us a lot of work to deal with it in the moment. Instead of having done some advanced planning. 611 01:22:08.970 --> 01:22:12.119 Okay, great Thank you. I'm sure. 612 01:22:13.500 --> 01:22:22.560 It's interesting as you look back on these projects, you think hindsight is always 2020 they say so you think oh, I should we should have done that. 613 01:22:22.560 --> 01:22:26.850 No, it's good, but at least were able to fix it. So. 614 01:22:26.850 --> 01:22:32.670 All right, if nobody else has anything, we can move on or the. 615 01:22:37.439 --> 01:22:51.510 I've seen 1 from Scott tend to neglect the risk register difficult finding. I don't believe it. 616 01:22:51.510 --> 01:22:57.149 Fun is it's a good thing to have just just in case. 617 01:22:57.149 --> 01:23:06.479 Yeah, it is our human nature if they were like, okay if it ain't broke. Well Hi, so carry on Thank you. 618 01:23:11.130 --> 01:23:17.010 Anyway. 619 01:23:17.010 --> 01:23:20.189 All right, let's move on to our next phase. 620 01:23:22.619 --> 01:23:27.270 All right, so our next phase is the execution phase of the project. 621 01:23:27.270 --> 01:23:34.739 This usually starts with a kick off meeting and it is where the project management plan is shared and team members. 622 01:23:34.739 --> 01:23:38.189 Our assigned task identified in a project management plan. 623 01:23:38.189 --> 01:23:41.699 Or similar documentation, depending on what your institution. 624 01:23:41.699 --> 01:23:50.399 Uses and he'd be completed in order for the products we finalized and closed. So changes and corrections occur. 625 01:23:50.399 --> 01:23:54.810 During this, because as you're going through, you think of these, you didn't think before, like, the budget. 626 01:23:54.810 --> 01:24:09.210 They come up and you're like, okay, now now we need to deal with it. So you have your changes and corrections. Sometimes these are due to mistakes or unforeseen circumstances, and sometimes detail alterations and customer requirements. 627 01:24:09.210 --> 01:24:15.720 During the project execution phase, it's important to keep a log of issues and to make updates. 628 01:24:15.720 --> 01:24:19.529 To your budget and other planning documents, as changes occur. 629 01:24:19.529 --> 01:24:24.779 So, that we talked about before all these things are interconnected, and you want to keep track and. 630 01:24:24.779 --> 01:24:30.569 Of what's happening and how things are changing and affecting 1 another. 631 01:24:30.569 --> 01:24:37.470 During this phase, the project manager will execute the project scope that, out in the project management plan. 632 01:24:37.470 --> 01:24:42.569 They will manage the team's work, recommend changes and corrective actions. 633 01:24:42.569 --> 01:24:46.109 Manage project communication with stakeholders. 634 01:24:46.109 --> 01:24:49.619 Celebrate Patrick milestones and motivate team members. 635 01:24:49.619 --> 01:24:54.329 Hold status review meetings to make sure everything is on schedule. 636 01:24:54.329 --> 01:24:58.140 And documents and document all changes to the project plan. 637 01:24:58.140 --> 01:25:02.850 Because you want to have enough 2 day plan that you can always refer back to, you. 638 01:25:02.850 --> 01:25:08.130 That is your most recent decision that hold your most recent decision and. 639 01:25:08.130 --> 01:25:12.239 And this is. 640 01:25:12.239 --> 01:25:15.270 Right. 641 01:25:16.289 --> 01:25:22.890 Many of the responsibilities during the execution phase are part of the monitoring and controlling of the project. 642 01:25:22.890 --> 01:25:36.720 According to the box, a product control is a project management function that involves comparing actual performance with plan performance and taking appropriate corrective action or directing others to take this action. 643 01:25:36.720 --> 01:25:41.850 That will yield the desired outcome in the project when significant differences exist. 644 01:25:41.850 --> 01:25:46.500 Basically, you take your original plan and compare it with what. 645 01:25:46.500 --> 01:25:58.829 You actually need or reality reality has brought your attention that needs to be done and then make changes. So you'll still be able to achieve your deliverables that you've set up. 646 01:26:00.239 --> 01:26:12.000 Project controls are a series of tools that help keep a project on schedule combined with people skilled and the project experience. 647 01:26:12.000 --> 01:26:15.329 They deliver information that enables accurate decision making. 648 01:26:15.329 --> 01:26:18.930 The project the project control process mainly focuses on. 649 01:26:18.930 --> 01:26:22.260 Measuring plan performance versus actual performance. 650 01:26:22.260 --> 01:26:28.529 Ongoing assessment of the project's performance to identify any preventative or corrective actions that are needed. 651 01:26:28.529 --> 01:26:39.359 Keeping accurate, timely information based on a project output and associated documentation, providing information that support status updates, forecasting and measuring progress. 652 01:26:39.359 --> 01:26:43.890 Delivering forecast that update current costs and project schedule. 653 01:26:43.890 --> 01:26:49.560 Then the project schedule and monitoring the implementation of any approved changes to the process. 654 01:26:49.560 --> 01:26:54.659 Tasks or timeline as well as. 655 01:26:54.659 --> 01:26:58.260 During the execution phase. 656 01:26:58.260 --> 01:27:02.579 Um. 657 01:27:05.909 --> 01:27:09.090 All right, I lost my place for just 3rd. 658 01:27:09.090 --> 01:27:19.829 And managing the implementation of any approval changes to process tasks or timeline as well. 659 01:27:20.850 --> 01:27:26.220 Question came through the chat. 660 01:27:26.220 --> 01:27:30.270 John would like a reminder about what phases? 1 and 2 were. 661 01:27:30.270 --> 01:27:33.810 Initiation and planning. 662 01:27:33.810 --> 01:27:44.640 Got it, and then we have execution and file the final last phase is closure or closing the project down. 663 01:27:44.640 --> 01:27:48.899 Because you've reached your goals and not coming to that amendment. 664 01:27:49.920 --> 01:27:54.810 All right. 665 01:27:56.819 --> 01:28:02.250 So, 3 main execution phase here are some of the actions we took for planning our party. 666 01:28:02.250 --> 01:28:08.699 So, we follow the Scopes that out in our project management plan by focusing on the honorary. 667 01:28:08.699 --> 01:28:13.170 Inviting our guests and identifying party activities. 668 01:28:13.170 --> 01:28:17.130 The project teams work, work, managed by the. 669 01:28:17.130 --> 01:28:23.310 The party organizer by checking in regularly with those who are helping to prepare for the party. 670 01:28:23.310 --> 01:28:31.199 We manage changes, including corrective actions by changing the party decorations due to the original decorations, being back orders. 671 01:28:31.199 --> 01:28:35.069 And made arrangements for a new location due to rain. 672 01:28:35.069 --> 01:28:39.300 No, these are the kinds of changes or it might come across. 673 01:28:39.300 --> 01:28:51.390 Well, you won't for us, but in this project yeah, we manage communication both internal and external through managing and sharing the party location changed with guest before her arrival. 674 01:28:51.390 --> 01:28:59.399 And we health status with you meetings where the party planning team met weekly at a local coffee house to share progress better. 675 01:29:00.960 --> 01:29:10.319 All right, so. 676 01:29:10.319 --> 01:29:16.409 All right, so that is the end of the. 677 01:29:16.409 --> 01:29:19.439 Execution phase. 678 01:29:19.439 --> 01:29:26.909 So, let's think about how we can apply this what we've learned so far for this section. 679 01:29:26.909 --> 01:29:30.180 So here are some questions once again. 680 01:29:30.180 --> 01:29:39.899 There are no right or wrong answers for these questions, because we'll be up to you to figure out how to achieve the desired results with your organization. Obviously. 681 01:29:39.899 --> 01:29:45.930 And we'll take about 5 minutes for you to think about these questions and how they relate to your institution. 682 01:29:45.930 --> 01:29:52.020 So we have for a project that you worked on, how to do, or for the project manager. 683 01:29:52.020 --> 01:29:55.289 Manage the work identified to complete the project. 684 01:29:55.289 --> 01:30:00.180 How effective was the communication on the last project you worked on? 685 01:30:00.180 --> 01:30:07.710 How could it have been improved? And how was quality verified on the project in your organization? 686 01:30:33.119 --> 01:30:43.890 I'm hoping that these questions you're thinking more about your project management skill. 687 01:30:43.890 --> 01:30:48.239 And what you've been using at your own institutions, and how you can incorporate new. 688 01:30:48.239 --> 01:30:53.699 Things and hopefully improve some things or. 689 01:30:53.699 --> 01:31:00.840 Something anyone want to share any of their. 690 01:31:00.840 --> 01:31:02.215 Thoughts any of these questions. 691 01:31:32.369 --> 01:31:38.130 Seeing anything chat Becky. Okay. All right. 692 01:31:46.529 --> 01:31:50.069 So, I can talk about why 1 of these let's see. 693 01:31:50.069 --> 01:31:55.288 How effective was the communication on the last project I worked on selling the project. 694 01:31:55.288 --> 01:31:59.279 And we've. 695 01:31:59.279 --> 01:32:06.569 Super pandemic, we've all obviously all been working remotely most of the time, and we've had problems with communication. 696 01:32:06.569 --> 01:32:15.059 Is where you used to be able to go and either meet together or go and talk to an individual on your team you can. 697 01:32:15.059 --> 01:32:20.009 You can't, you can no longer do that. So you now have to have other means you can. 698 01:32:20.009 --> 01:32:28.259 Our most common things are obviously email, we use Slack. A lot of my institution. 699 01:32:28.259 --> 01:32:36.328 Or you can even, I guess, call them if you have their their phone numbers at home. 700 01:32:36.328 --> 01:32:42.149 So, probably, we're working on we've had a lot of problems with this and so. 701 01:32:42.149 --> 01:32:56.128 Making sure every was on the same page was getting harder. So we decided that we would do most of our communications through slack and we set up a channel. 702 01:32:56.128 --> 01:32:59.578 That just for our project in there so that we could. 703 01:32:59.578 --> 01:33:03.719 Discuss certain aspects of any given. 704 01:33:03.719 --> 01:33:13.104 Part of the process, and it would and it was only our group and people were usually checking that fairly regularly. So it helped our communication immensely. 705 01:33:13.194 --> 01:33:18.894 So this is something that we've learned and used to improve our communication, especially with. 706 01:33:19.469 --> 01:33:24.868 Probate 19 happening in our workplace, so that's 1 of mine. 707 01:33:24.868 --> 01:33:29.488 But if nobody else has any news, sure, we can move on to the final phase. 708 01:33:33.413 --> 01:33:37.493 The final phase in our project management life cycle is the closing phase and according to the, 709 01:33:38.363 --> 01:33:41.394 the project closing process group consists of those processes, 710 01:33:41.394 --> 01:33:49.764 performed to conclude all activities across all project management groups to formally complete the project phase or contractual obligation. 711 01:33:50.128 --> 01:34:03.359 This process group, when completed verify that the defined processes are completed within all the process groups to close the project of phase as appropriate and full and formally establishes. 712 01:34:03.359 --> 01:34:06.389 So the project or project phase is complete. 713 01:34:14.878 --> 01:34:20.698 In other words, project closing is the combination of following we apply to a project. 714 01:34:20.698 --> 01:34:24.689 You have the assurance and all the work has been completed. 715 01:34:24.689 --> 01:34:29.578 The assurance that all agreed upon and project management processes have been executed. 716 01:34:29.578 --> 01:34:35.849 And that formal recognition of the completion of a project through everyone agree that it is completed. 717 01:34:35.849 --> 01:34:41.099 So you need to come to consensus, you need to make sure you've actually completed all the things you said, you already completed. 718 01:34:41.099 --> 01:34:46.139 And then you can close out your project. 719 01:34:49.019 --> 01:34:54.719 Additional action. 720 01:34:54.719 --> 01:34:58.078 To consider also during closing. 721 01:34:58.078 --> 01:35:03.929 Or you can make sure all the work that was needed hasn't done. 722 01:35:03.929 --> 01:35:09.269 Obtain approval by the project sponsor so you need to make sure that they think you're done. 723 01:35:09.269 --> 01:35:18.838 Review to whether or not all organizational governance processes have been executed, assess whether or not the necessary project management processes have been applied. 724 01:35:18.838 --> 01:35:23.878 And the administrative closing of any, and all acquisitions. So you want to make sure that we're. 725 01:35:23.878 --> 01:35:26.908 Line you were doing that when you received everything. 726 01:35:26.908 --> 01:35:41.908 The person who received anything and reviewing all the work on the contract has been completed, and that both parties have completed their contractual obligations for each other. So you need to make sure that you are actually finished. 727 01:35:41.908 --> 01:35:55.798 Close your project, you also can formally recognize the completion of our project and it transition transition to operations validate. There's a project that she benefits identified in the business case. 728 01:35:55.798 --> 01:36:06.628 Capture a list of lessons learned what was done. Well, and and should be documented. So it can be repeated in the future. What could have been. 729 01:36:06.628 --> 01:36:11.128 Better and and if so how can I have been. 730 01:36:11.128 --> 01:36:14.458 How well, it could have been done there. 731 01:36:14.458 --> 01:36:23.038 You the standing and project resources, freeing them to reform other projects and undertake other tasks as required within an organization. 732 01:36:23.038 --> 01:36:29.819 And transitioning project deliverables to the customer organization in a manner that weren't seamless operations and support. 733 01:36:29.819 --> 01:36:33.179 So, now you're passing it off to the operations. 734 01:36:45.628 --> 01:36:51.748 All right now we go back to our party project to show how you apply the closing piece to our party. 735 01:36:51.748 --> 01:36:55.048 So, we can show. 736 01:36:55.048 --> 01:37:03.238 Assurance that all the work that has been completed, because we know the work was done because a party occurred as plan. So we have the party it's done. 737 01:37:03.238 --> 01:37:12.298 That part is completed and administrative closing, all acquisitions acquisitions have been completed because after the party. 738 01:37:12.298 --> 01:37:22.019 The project manager is the cater and the D. J. because they had sort of the food and provided music for their agreements, their contracts that we have those. 739 01:37:22.019 --> 01:37:31.738 Individuals, and we can capture the lessons learned through following up with a party planning team to determine what went well, and what didn't and how we can make the next party better. 740 01:37:36.328 --> 01:37:42.838 All right, so that was our final phase. So. 741 01:37:45.328 --> 01:37:49.259 Is our final reflection on what you've learned about? 742 01:37:49.259 --> 01:37:53.069 This closing stage of a project management life cycle. 743 01:37:53.069 --> 01:37:59.849 And I'd like you to think about these questions and again feel free to answer in the chat box. 744 01:37:59.849 --> 01:38:03.658 We'll give you whatever time we think. 745 01:38:03.658 --> 01:38:12.059 Whereas you need, and the questions are, how do you or the project manager of our object you worked on. 746 01:38:12.059 --> 01:38:15.569 Recently ensure that the project work was completed. 747 01:38:15.569 --> 01:38:18.929 And or acceptable deliverables were provided. 748 01:38:18.929 --> 01:38:22.198 How was the project accepted? 749 01:38:22.198 --> 01:38:29.279 Why is it important to formally recognize completion over projects and transition deliverable over to operations? 750 01:38:29.279 --> 01:38:32.849 And does your organization collect lessons learned from projects? 751 01:38:32.849 --> 01:38:40.439 And why would that be beneficial? You can think about those and. 752 01:38:40.439 --> 01:38:52.229 Share your thoughts Becky, for thinking that over and contributing to the chat. I wondered. 753 01:38:53.514 --> 01:39:01.524 Documentation has come up a lot assessment has come up a lot collecting lessons from projects is obviously important. 754 01:39:01.974 --> 01:39:08.724 Is there a project management tool or platform that you think is well suited to sort of. 755 01:39:09.179 --> 01:39:20.399 Collecting all of the output of a project and making sense of all this documentation and sort of using that as a reference for projects down the road. 756 01:39:20.399 --> 01:39:32.458 I myself am not used a lot of project management software and I have not done a lot of research research on it. 757 01:39:32.458 --> 01:39:39.599 However, I know there are some well, several of them out there. 758 01:39:39.599 --> 01:39:44.399 I don't know does anybody else have any experience with any project management software? 759 01:39:45.658 --> 01:39:46.644 They could share 760 01:40:02.453 --> 01:40:05.243 suggestions for a sauna Trello. 761 01:40:05.488 --> 01:40:10.529 Gira smart sheet. I've never heard of that 1. 762 01:40:10.529 --> 01:40:18.719 I have not heard that 1 either. I know at my library, they have used Trello in the past. 763 01:40:18.719 --> 01:40:21.868 However, we you kind of. 764 01:40:21.868 --> 01:40:27.149 Dropped that several years ago currently for most of our projects. 765 01:40:27.149 --> 01:40:31.019 We use box to put all of our. 766 01:40:31.019 --> 01:40:36.988 Information for a project in that it's a cloud based. 767 01:40:36.988 --> 01:40:39.988 Storage for our library. 768 01:40:39.988 --> 01:40:45.328 Um, that everybody has access to, we also use Airtable. 769 01:40:47.338 --> 01:40:58.948 For a lot of our, our data. 770 01:40:58.948 --> 01:41:02.849 Okay, great. 771 01:41:02.849 --> 01:41:06.809 Great suggestions. Does that help you. 772 01:41:09.538 --> 01:41:13.559 Yes, yeah, I think our. 773 01:41:13.559 --> 01:41:21.208 Choice of going with the Google Drive retrospect. May not have been quite as organized as we helped. 774 01:41:21.208 --> 01:41:25.738 It can be a starting point though, you say, use. 775 01:41:25.738 --> 01:41:32.458 Google Drive, but then we move to box several years ago as a university. 776 01:41:32.458 --> 01:41:36.748 And so we just went to storing all of our. 777 01:41:36.748 --> 01:41:42.389 Project materials on that. 778 01:41:50.248 --> 01:41:53.548 Anybody else. 779 01:41:53.548 --> 01:42:05.368 Thinking about those questions. All right. That's a great way. 780 01:42:05.368 --> 01:42:14.128 Actually, in to the conclusion, I just wanted to show some examples of some of the. 781 01:42:14.128 --> 01:42:25.349 Documentation that I have from my library, so you can maybe see what some of that might look like. If you haven't seen it before, it might be different from what you're using. 782 01:42:25.349 --> 01:42:29.609 Um, and then here are some of the tools that I mentioned. 783 01:42:29.609 --> 01:42:34.828 We use were different aspects of our project management. 784 01:42:34.828 --> 01:42:38.069 Air table complement Slack. I forgot to put box on there. 785 01:42:38.069 --> 01:42:44.009 But let's see, let me. 786 01:42:48.988 --> 01:42:52.828 I just share something else just 1 moment for me. 787 01:42:52.854 --> 01:43:08.543 Eva. 788 01:43:09.748 --> 01:43:15.958 Here. 789 01:43:27.958 --> 01:43:31.229 All right can everybody see. 790 01:43:33.208 --> 01:43:41.668 This can I see projects touch base and it looks good, although maybe would you mind zooming in a little bit? 791 01:43:41.668 --> 01:43:46.109 On the bottom right corner there. 792 01:43:46.109 --> 01:43:51.029 I think I write to them. I'm like, well. 793 01:43:51.029 --> 01:43:55.048 Do you read that too small? 794 01:43:55.048 --> 01:43:58.859 America bigger if you could. 795 01:44:01.439 --> 01:44:05.519 All right, so I just wanted to show you. This is 1 of our outputs for. 796 01:44:05.519 --> 01:44:09.418 We'll touch base meetings where we're just. 797 01:44:09.418 --> 01:44:17.213 Doing as we say, we're touching base on a project that we're working on. So we usually have to dos from our last meetings, broken out by person. 798 01:44:17.543 --> 01:44:25.703 You love those specific tasks that we have assigned to individuals and then we have an agenda. 799 01:44:26.219 --> 01:44:29.488 For the meeting that we're currently in that day. 800 01:44:29.488 --> 01:44:33.748 We're working on a pc's marketing project, which is. 801 01:44:33.748 --> 01:44:39.389 Been quite the, the beast, but so here we have. 802 01:44:39.389 --> 01:44:50.309 Our current questions that we needed answered to, we talk about our students that we have helping us with this project and if they have any questions or. 803 01:44:50.309 --> 01:44:54.208 We have anything that we need to tell them, or if they need training. 804 01:44:54.208 --> 01:44:57.899 So this is basically how we track of some of the. 805 01:44:57.899 --> 01:45:00.929 Decisions that we make that documentation about. 806 01:45:03.118 --> 01:45:09.509 Questions or problems, and then addressing those and tying resolutions and then documenting those. 807 01:45:09.509 --> 01:45:17.069 As well, as just the different processes that we're going through, what we need to do to move the project along. 808 01:45:17.069 --> 01:45:20.429 That all the people involved in the project, so. 809 01:45:21.569 --> 01:45:26.248 That's what 1 of ours look like. And then there's always been the other 2 dues. 810 01:45:26.248 --> 01:45:31.649 Or the week to come, we, we meet on a weekly basis. 811 01:45:31.649 --> 01:45:34.918 For this particular project, because it has been. 812 01:45:34.918 --> 01:45:39.359 Rather complicated, and we have a lot of things going on at the same time right now. 813 01:45:39.359 --> 01:45:43.259 So, and then, of course. 814 01:45:43.259 --> 01:45:48.088 We have our down here. I don't know if you can see, I don't know if I'm pointing or not, but. 815 01:45:48.088 --> 01:46:01.529 Down the bottom of this page, you can see where we keep our procedures for this inbox in our folder there. So it can easily click on that and get to wherever they need to be. So that's an example of 1 of our documentation. 816 01:46:12.029 --> 01:46:21.149 Let me see, we see things and the other thing I. 817 01:46:27.298 --> 01:46:35.009 Just 3rd, let me stop sharing and I will. 818 01:46:38.158 --> 01:46:44.698 Okay. 819 01:46:44.698 --> 01:46:50.998 Let's see. Okay. 820 01:46:52.259 --> 01:46:57.689 All right and here is a project charter. 821 01:46:58.828 --> 01:47:04.679 That we have that we created for 1 of our projects are barcoding project and we're working on. 822 01:47:04.679 --> 01:47:10.198 You can see the different sections that it has. 823 01:47:10.198 --> 01:47:13.288 The contact information of who's requesting it. 824 01:47:13.288 --> 01:47:19.048 Who the contacts are, that's our stakeholders who's involved in that project. 825 01:47:19.048 --> 01:47:26.548 What they're doing we estimate the time, the scope of tools and supplies. 826 01:47:26.548 --> 01:47:35.969 And here we get into more of the documentation of the degree stuff, but we have the overview of the project scope basically. And. 827 01:47:35.969 --> 01:47:39.418 The roles of the team members. 828 01:47:39.418 --> 01:47:47.788 In the scope of the collections and so we just have all this information in these different sections costs that we've added in. 829 01:47:47.788 --> 01:47:53.729 So, I don't know if how others may do it, but this is how. 830 01:47:53.729 --> 01:47:56.908 This is our latest iteration of our project charter. 831 01:47:56.908 --> 01:48:03.569 And we actually have this is 1 that we have, we have an overarching project. 832 01:48:03.569 --> 01:48:09.328 And then within that, we have sub projects, because we have different classifications that we're. 833 01:48:09.328 --> 01:48:13.259 They require different processes and procedures. 834 01:48:13.259 --> 01:48:18.298 So we have an overarching 1 for the whole project and then we have a project. 835 01:48:18.298 --> 01:48:22.048 Then we also have tried this 4, so. 836 01:48:22.048 --> 01:48:30.118 I thought that might be helpful for you. See, we have a timeline, the wrap up communication. 837 01:48:30.118 --> 01:48:36.088 So, with you that, I just talked about bit familiar to you now. So. 838 01:48:45.149 --> 01:48:56.009 So, lonely, some of the things that we use is any anybody else have any more questions or do you have any other. 839 01:48:57.208 --> 01:49:01.498 Examples you might want to share or experiences with project management. 840 01:49:02.578 --> 01:49:08.158 And then we can open it up for questions. Like, for instance, at the end, you can look at later. 841 01:49:13.493 --> 01:49:25.194 Becky, we did have a question about sharing if we could if you wouldn't mind sharing the documents, you just showed us. So we have them to post along with your slides. I think folks would appreciate a closer look. 842 01:49:25.498 --> 01:49:29.399 I think we can do that. 843 01:49:29.399 --> 01:49:33.029 I will talk to my project manager. 844 01:49:33.029 --> 01:49:46.859 But I'm pretty sure we can we can do that anything else. 845 01:50:00.389 --> 01:50:11.668 Oh, sorry. Oh, okay. So Emily asks, can you talk some more about the labor costs you include in the project charter? Does that include salary from staff who are working on the project as part of their duties? 846 01:50:11.668 --> 01:50:18.059 We have included that actually in our project charges before we've also included. 847 01:50:18.059 --> 01:50:25.918 The funds that we pay our student workers and values that's all part of the overall cost. 848 01:50:27.149 --> 01:50:31.529 And you need that to get a full picture of what the project entail. 849 01:50:31.529 --> 01:50:37.259 So, I would strongly recommend that you include that if possible. 850 01:50:37.259 --> 01:50:48.958 Because you need, have you need to have realistic numbers and budget so you can budget your money and so that, you know, how much money you need to do different things. 851 01:50:52.738 --> 01:50:53.309 Great. 852 01:50:53.363 --> 01:51:08.274 And then we have a question what are the key charter items for a committee that needs to develop recommendations or solutions rather than execute a workflow such as catalog this 853 01:51:08.274 --> 01:51:08.783 collection. 854 01:51:09.149 --> 01:51:16.378 So, what do you need to include in your project charter that way? 855 01:51:20.399 --> 01:51:24.389 My hope. 856 01:51:26.519 --> 01:51:29.878 You were still going to need your. 857 01:51:29.878 --> 01:51:36.269 Basic components of it you are going to. 858 01:51:36.269 --> 01:51:42.208 Well, to fully know how to even if you are just working them out on Timeline, your collection. 859 01:51:42.208 --> 01:51:49.139 You are going to need to know how much it costs you're going to how we want to set up a timeline. 860 01:51:49.139 --> 01:51:54.838 I'm assuming you're deliverable is that it's going to be. 861 01:51:54.838 --> 01:51:59.788 Catalog at the end all in your system. 862 01:51:59.788 --> 01:52:03.328 So those are all things that you all need. 863 01:52:03.328 --> 01:52:08.878 To have in your project charter, you want to have the scope of it what does it include? 864 01:52:08.878 --> 01:52:14.969 You can include the type of items in there, the number of items. 865 01:52:16.198 --> 01:52:19.259 You'll want to know how much time. 866 01:52:19.259 --> 01:52:23.099 Probably that it would say that you're estimating you would take. 867 01:52:23.099 --> 01:52:26.819 Have any. 868 01:52:26.819 --> 01:52:36.359 The flies that you would need for our marketing, we had to buy extra barcodes. We had to buy extra D tags. 869 01:52:36.359 --> 01:52:42.179 We had mylar that we had a buy for certain, the objects and. 870 01:52:42.179 --> 01:52:53.099 Containers for the shelf, so you don't need to know that you need to know what suppliers you'll need. What cost you'll need to be able to get that catalog and available. 871 01:52:53.099 --> 01:52:56.908 On the shelf does that make sense? 872 01:53:05.009 --> 01:53:12.359 Okay, thank you, Becky. And then a question about, could you discuss agile frameworks like scrum? 873 01:53:12.359 --> 01:53:18.689 I have not set it up on that. 874 01:53:21.479 --> 01:53:28.708 I'm sorry, is there anybody out there and who's familiar with it? 875 01:53:34.014 --> 01:53:46.673 We can let folks add anything to the chat if they are familiar. And then we do have a question from Emily who has there are some details in the chat Becky if you want to look at that? 876 01:53:47.514 --> 01:53:54.804 But she is in the beginning stages of writing a project proposal, and was hoping she could reach out to get some input from, you. 877 01:53:55.679 --> 01:53:59.069 Sure email me. That'd be great. Oh, I just. 878 01:53:59.069 --> 01:54:05.429 There's a way of it, it will be on the page at the end and it will be and it's in my slide. I can go back to it for this 1. 879 01:54:09.269 --> 01:54:14.069 Here's my email at the bottom of this page. Just email me. I'll be happy to. 880 01:54:14.069 --> 01:54:20.939 To help you out or answer any further questions any of you. 881 01:54:20.939 --> 01:54:27.088 And I think that's about the end of our time. Well, I guess we have a few more minutes. 882 01:54:33.809 --> 01:54:38.309 Thank you from Emily. I don't see any more questions. 883 01:54:38.309 --> 01:54:45.809 Somebody found a resource on scrum. Oh, great. 884 01:54:48.719 --> 01:54:53.458 But I I think we are good. 885 01:54:53.458 --> 01:55:03.448 Great time. Glad Thank you all for coming kind of hard. It might have been easier, I think, in person, but. 886 01:55:03.448 --> 01:55:06.958 I'm grateful that you came to learn about project management. 887 01:55:06.958 --> 01:55:12.509 And I hope you found it useful. Thank you so much Becky. 888 01:55:12.509 --> 01:55:13.859 All right.