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Managing Projects
Mindset




Tools             Skills
Managing Projects
Managing:
...the process of moving ideas and
objectives toward completion...


               Projects:
               ...enterprises that are carefully
               planned and designed...
Psychology
of Performance
Psychology:

   the scientific study of the
human mind and its functions,
 esp. those affecting behavior
       in a given context.
                                 8
Context:

  as thinking and planning is
related to managing a project
   and outcomes over time.

                                9
Psychology
of Performance




             Sociology
          of Productivity
Sociology:

       the study of the
 development, structure, and
functioning of human society.

                                11
human society:

 in this case, the significant
group of people you’re going
  to need to help you move
 your project to completion.
                                12
Psychology
              of Performance




     Technology            Sociology
that gets things done   of Productivity
Technology:

the application of scientific
  knowledge for practical
purposes, esp. in industry

                               14
scientific knowledge:

the tools (paper/digital)
required to manage the
 multiple priorities and
 aspects of the project
                            15
Where?




       Who?      What?    When?


Why?      How?
•   Please write your own
    response to the prompt on
    the top of page 3:
• “Managing Projects” means:
     _____________________________
     _____________________________
     _____________________________
Objectives:

1.Effectively plan for a results-
	

 oriented project;
2. identify the critical success
	

 factors for maximum impact;
3. track & report on progress
	

 from beginning to completion.
•   Please write 1-2 sentences on
    your 3X5 note card ...

    “I am here today so that ____
    _______________________
    _______________________
    _______________________
    _______________________
    ______________________”
• In just a moment, please
 introduce yourself to the
 people next to you...
•   ... and then share a couple of the
    reasons you signed up for the
    course today.


      •   “My name is...
          And, I am here so that...”
+ _________________   What are significant elements
+ _________________
+ _________________     of well-managed projects?
Page
 140
Your
PROJECT...
Page 2

  Please review the
3 THEMES and 9 areas
we will explore during
   this workshop.
Ideas...
           Implementation...
Four Components:
productively managing a project

D=
C=
O=
M=
Four Components:
 productively managing a project

D= Direction
C=
O=
M=
Four Components:
 productively managing a project

D= Direction
C= Competencies
O=
M=
Four Components:
 productively managing a project

D= Direction
C= Competencies
O= Opportunities
M=
Four Components:
 productively managing a project

D= Direction
C= Competencies
O= Opportunities
M= Motivation
•   Please choose a minimum of
    7 “bullet points” that you
    know will need attention* in
    the next week or so...



    *time, energy, focus, resources, etc
•   Please write a brief (please
    keep it to 10-20 words)
    definition of the project you
    brought to think about and
    plan today.
• (This is a VERY rough draft
     description of the project.)
•   Now, in small groups, please
    share - one at a time - the
    project you’re thinking
    about/planning/managing.

      •   “Hi my name is...
          And, my project is...”
Page
 181
Critical
     Success
     Factors
*Critical Success Factor
(CSF) is the term for an
element that is necessary for
an organization
or project to achieve its
mission.
• Who are the significant stakeholders?
  ______________ (                )
• Who are the significant stakeholders?
  ie: Lauren Murphey (Asst.Vice President,
   Editorial Oversight)

  Alden Levy (Creative,Web Design)

  Pete Savage (Marketing, Client Letters)
Page
 103
Page
 13
Name                    Discussion Points

Lauren Murphey

  +Setting up a milestone check-in....
  +Introduce book to editors Christina and Tim....
  +Go over current assets re: ISBN/Website....
`
Brain
 Storm
NOUN   VERB
NOUN      VERB
 design     action
 vision      task
process   delegation
NOUN      VERB
 design     action
 vision      task
process   delegation
Project Due Date: ____________, ____, ______

90 Days = ____________, ____, ______
45 Days = ____________, ____, ______
23 Days = ____________, ____, ______
12 Days = ____________, ____, ______
6 Days = ____________, ____, ______
3 Days = ____________, ____, ______
Tomorrow = ____________, ____, ______
Title:
4-8 words
Successful Outcome:
When will you know
you’re done?
Who does the
project apply to?



MAIN stakeholder(s)
Overview of the
   project:


MAIN milestones
“Have you thought about...?”
Groups of 3.

Please take turns sharing your
current project, and your “overview”
of the project plan.

Partners:
As you’re listening, think about learning
and communication styles.
Please use this feedback:
“Have you thought about...?”
“Have you thought about...?”




     Go for it...get at least 5!
Determine Resource Needs.
  name

department

  group

    ...

    ...

    ...
Determine resource needs

larger part of the project
  subtask #1
  subtask #2
  subtask #3
Page
 40
How Do I Think?
How Do I Think?
How Do I Think?
Closing out a
   project
THANK
                                 YOU
                          Objectives:

                          1.Effectively plan a results-
                          	

 oriented project;
jason@womackcompany.com   2. identify the critical success
                          	

 factors for maximum impact;
                          3. track & report on progress
                          	

 from beginning to completion.

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Here are a few tips for closing out a project successfully:- Get sign-off. Make sure to get final approval and acceptance from key stakeholders that the project objectives were met.- Lessons learned. Capture lessons learned, best practices, pain points, etc. to apply to future projects. - Celebrate successes. Recognize the team for their hard work in completing the project.- Transition to operations. Ensure a smooth handoff and transition from project to ongoing operations or maintenance. - Admin closeout. Complete administrative closeout tasks like archiving files, paying final invoices, getting final timesheets. - Customer follow up. Check in with customers/users to ensure a positive experience

  • 2. Mindset Tools Skills
  • 3.
  • 4.
  • 5. Managing Projects Managing: ...the process of moving ideas and objectives toward completion... Projects: ...enterprises that are carefully planned and designed...
  • 6.
  • 8. Psychology: the scientific study of the human mind and its functions, esp. those affecting behavior in a given context. 8
  • 9. Context: as thinking and planning is related to managing a project and outcomes over time. 9
  • 10. Psychology of Performance Sociology of Productivity
  • 11. Sociology: the study of the development, structure, and functioning of human society. 11
  • 12. human society: in this case, the significant group of people you’re going to need to help you move your project to completion. 12
  • 13. Psychology of Performance Technology Sociology that gets things done of Productivity
  • 14. Technology: the application of scientific knowledge for practical purposes, esp. in industry 14
  • 15. scientific knowledge: the tools (paper/digital) required to manage the multiple priorities and aspects of the project 15
  • 16. Where? Who? What? When? Why? How?
  • 17.
  • 18. Please write your own response to the prompt on the top of page 3: • “Managing Projects” means: _____________________________ _____________________________ _____________________________
  • 19. Objectives: 1.Effectively plan for a results- oriented project; 2. identify the critical success factors for maximum impact; 3. track & report on progress from beginning to completion.
  • 20.
  • 21. Please write 1-2 sentences on your 3X5 note card ... “I am here today so that ____ _______________________ _______________________ _______________________ _______________________ ______________________”
  • 22. • In just a moment, please introduce yourself to the people next to you...
  • 23. ... and then share a couple of the reasons you signed up for the course today. • “My name is... And, I am here so that...”
  • 24. + _________________ What are significant elements + _________________ + _________________ of well-managed projects?
  • 27. Page 2 Please review the 3 THEMES and 9 areas we will explore during this workshop.
  • 28.
  • 29. Ideas... Implementation...
  • 30.
  • 31. Four Components: productively managing a project D= C= O= M=
  • 32. Four Components: productively managing a project D= Direction C= O= M=
  • 33.
  • 34. Four Components: productively managing a project D= Direction C= Competencies O= M=
  • 35.
  • 36. Four Components: productively managing a project D= Direction C= Competencies O= Opportunities M=
  • 37.
  • 38. Four Components: productively managing a project D= Direction C= Competencies O= Opportunities M= Motivation
  • 39.
  • 40. Please choose a minimum of 7 “bullet points” that you know will need attention* in the next week or so... *time, energy, focus, resources, etc
  • 41.
  • 42. Please write a brief (please keep it to 10-20 words) definition of the project you brought to think about and plan today. • (This is a VERY rough draft description of the project.)
  • 43. Now, in small groups, please share - one at a time - the project you’re thinking about/planning/managing. • “Hi my name is... And, my project is...”
  • 45. Critical Success Factors *Critical Success Factor (CSF) is the term for an element that is necessary for an organization or project to achieve its mission.
  • 46. • Who are the significant stakeholders? ______________ ( )
  • 47. • Who are the significant stakeholders? ie: Lauren Murphey (Asst.Vice President, Editorial Oversight) Alden Levy (Creative,Web Design) Pete Savage (Marketing, Client Letters)
  • 48.
  • 49.
  • 52. Name Discussion Points Lauren Murphey +Setting up a milestone check-in.... +Introduce book to editors Christina and Tim.... +Go over current assets re: ISBN/Website....
  • 53.
  • 54.
  • 55.
  • 56. `
  • 58.
  • 59.
  • 60. NOUN VERB
  • 61. NOUN VERB design action vision task process delegation
  • 62. NOUN VERB design action vision task process delegation
  • 63. Project Due Date: ____________, ____, ______ 90 Days = ____________, ____, ______ 45 Days = ____________, ____, ______ 23 Days = ____________, ____, ______ 12 Days = ____________, ____, ______ 6 Days = ____________, ____, ______ 3 Days = ____________, ____, ______ Tomorrow = ____________, ____, ______
  • 64.
  • 66. Successful Outcome: When will you know you’re done?
  • 67. Who does the project apply to? MAIN stakeholder(s)
  • 68. Overview of the project: MAIN milestones
  • 69. “Have you thought about...?”
  • 70. Groups of 3. Please take turns sharing your current project, and your “overview” of the project plan. Partners: As you’re listening, think about learning and communication styles. Please use this feedback: “Have you thought about...?”
  • 71. “Have you thought about...?” Go for it...get at least 5!
  • 72.
  • 73. Determine Resource Needs. name department group ... ... ...
  • 74.
  • 75. Determine resource needs larger part of the project subtask #1 subtask #2 subtask #3
  • 76.
  • 77.
  • 79. How Do I Think?
  • 80. How Do I Think?
  • 81. How Do I Think?
  • 82.
  • 83. Closing out a project
  • 84.
  • 85. THANK YOU Objectives: 1.Effectively plan a results- oriented project; jason@womackcompany.com 2. identify the critical success factors for maximum impact; 3. track & report on progress from beginning to completion.