This is a project management primer for those who are not familiar with how the overall PM process works.

1. Project Management 101
A Project Management Primer

2. Introduction and Purpose
 To educate and inform about project management
disciplines, processes, and procedures.
 To define how PTI views projects.
 To help improve overall project delivery and
efficiency.

3. What You Will Learn
 Basic Project Management Concepts.
 The Project Management Triad Constraints
 PDCA
 DMIAC – Quality
 CMMI
 The 5 Process Groups.
 The 9 Knowledge Areas.

4. Overview
 Project management is
more than just a list of
tasks.
 It‟s more like a puzzle…
 Understanding what the
end result is going to look
like.
 Making sure you have all
of the right pieces…
 …in all of the right
places…
 … at just the right time.

5. What Is Project Management?
 Project Management is “a temporary endeavor
undertaken to create a unique project, service, or
result”.
 Temporary – It has a set start and finish time.
 Unique – It is not part of overall day-to-day
operations.
 Purposeful – It has a limited and defined scope to
accomplish a very specific task.

6. Definitions
 5 Process Groups
 The 5 key areas of the overall project management process.
 9 Knowledge Areas
 The 9 specific areas to be managed within a project.
 Project Management Triad of Constraints
 A model describing the constraints within a project.
 PDCA
 Plan, Do, Check, Act – A process improvement method.
 DMAIC
 Define, Measure, Analyze, Improve, Control – A project quality
methodology.
 Scope/Project Scope
 The work that must be performed to deliver the product,
service, or result with specified features and functions.

7. PDCA
 PDCA – Plan, Do, Check,
Act
 A four step model for process
improvements.
 Plan – Recognize an Act Plan
opportunity and plan a
change.
 Do – Test the change. Check Do
 Check – Review the test,
analyze the results, and
identify what you‟ve learned.
 Act – Take action on what
you‟ve learned. If the
change doesn‟t work, repeat
the cycle.

8. Project Management Triad of Constraints
 Three Constraints:
 You can‟t adjust one without
affecting one or both of the
other two.
 Time - The amount of time
it takes to perform the
Time
project.
 Scope – The amount of
work to be performed and
deliverables to be provide.
Costs Scope
 Costs – The amount of
money it takes to perform
the work.

9. DMAIC
 DMAIC –
Define, Measure, Analyze,
Improve, Control
Define
 A Six Sigma model used
for reducing defects in
project delivery.
Control Measure
 Define – Define the
problem.
 Measure – Measure
current performance.
 Analyze – Analyze the Improve Analyze
measurement results.
 Improve – Develop ways
to improve the process.
 Control – Control the
improved process to
realize the gains.

10. CMMI
 CMMI – Capability Level 5 –
Maturity Model Optimizing
Integration
Level 4 –
 A process identification Quantitatively
Managed
and improvement
approach that provides Level 3 - Defined
essential elements of
effective processes
which improves overall Level 2 - Managed
performance.
Level 1 - Initial

11. The 5 Process Groups
 5 Process Groups – Containing a total of 42
processes.
 The 5 Groups:
 1. Initiation
 2. Planning
 3. Executing
 4. Monitoring
 5. Closing

12. The 5 Process Groups (cont.)

13. Initiation
 There are two basic tasks in this process group
 Develop the Project Charter
 The Project Charter is the document that initiates the
project. It‟s the official sign-off from management that the
project is live.
 Identify the Project Stakeholders
 The Project Stakeholders are internal management
personnel with budgetary authority and/or the end
customer.

14. Planning
 The MOST IMPORTANT Process Group of them
ALL!
 75% of IT projects fail
 Primary reason: Poor planning
 Planning is the only process group that touches all 9
knowledge areas. (More on this later…)

15. Planning (cont.) – Key Aspects
 Overall Project Plan
 Project Scope and Definition
 Project Activities
 Project Cost and Budgets
 Project Quality
 Human Resources Plan
 Project Communications
 Project Risk Management and Mitigation
 Procurement

16. Execution
 Direction and Management
 Quality Assurance
 Team Acquisition, Development, and Management
 Information Distribution
 Procurement
 Stakeholder Expectations
 Work Package Execution

17. Monitoring
 Monitoring and Controlling Project Work
 Scope Verification and Control
 Scope Change Control
 Costs Control
 Schedule Control
 Quality Control
 Risk Control

18. Closing
 Closing is the most often overlooked aspect of a
project.
 “Just because the „work‟ is done, does not mean the
project is done.”
 Customer Acceptance
 Post-project/Post-phase Review
 Documentation of Lessons Learned
 Communicate Closure
 Archive Documentation
 Administrative and Contract Closure

19. The 9 Knowledge Areas
 Key management areas that must be handled.
 Spreads across the 5 process groups.
 Integration Management
 Scope Management
 Time Management
 Cost Management
 Quality Management
 Human Resources Management
 Communications Management
 Risk Management
 Procurement Management

20. Integration Management
 Integration management is where the different
aspects of the process groups integrate into one
another.
 Key areas include:
 Developing the project charter
 Developing the project management plan
 Directing and managing the project execution
 Monitoring and controlling project work and performing
integrated change controls

21. Scope Management
 Scope management seeks to define and control the
scope of the project. To keep everyone on the same
page with regards to expectations and deliverables.
 Key areas include:
 Collection of project requirements
 Defining the project scope
 Creating the work breakdown structure
 Verification of the scope
 Controlling the scope

22. Time Management
 Time management seeks to make sure that the right
work is being done in the right way, at the right time,
and within the parameters of the project scope.
 Key areas include:
 Defining and sequencing the activities to be performed
 Estimating the resources necessary to carry out the
activities
 Estimating the duration of the activities
 Developing the overall project schedule
 Controling the schedule to complete the project on time.

23. Cost Management
 Cost management defines and controls the overall
project budget.
 Key areas include:
 Estimating costs
 Determining the budget
 Controlling costs

24. Quality Management
 Quality management seeks to determine the
acceptable quality standards of the project and it‟s
deliverables and to make certain that the work is
performed to those standards.
 Key areas include:
 Quality planning
 Quality assurance
 Quality control

25. Human Resources Management
 Human resource management seeks to manage all
aspect of human resources for the project.
 Key areas include:
 Developing the HR plan
 Acquiring the project team
 Developing and training the project team
 Managing the project team

26. Communications Management
 Communications management seeks to determine
who information regarding the project is to be
communicated and to whom.
 Key areas include:
 Stakeholder identification
 Communications plan
 Information distribution
 Stakeholder expectation management
 Project performance reporting

27. Risk Management
 Risk management seeks to identify, analyze, and
develop responses for project risks.
 Key areas include:
 Risk management plan
 Risk identification
 Qualitative Risk Analysis
 Quantitative Risk Analysis
 Risk responses
 Risk monitoring and controlling

28. Procurement Management
 Procurement management seeks to acquire all of the
necessary materials, services, or results needed
from third parties to ensure project success.
 Key areas include:
 Procurement planning
 Procurement conduction
 Procurement administration
 Procurement closure

29. Summary
 Basic Project Management Concepts.
 What a project is.
 The Project Management Triad Constraints
 PDCA/DMIAC – Quality
 The 5 Process Groups.
 The 9 Knowledge Areas.