Project Management Fundamentals

Course description

Overview: This course is a primer on the basics of Project Management. It will provide students with the big picture of how Project Management tools and techniques are used to establish a firm foundation for a project, create project plans, choose the most appropriate scheduling method, select and organize a team

to perform project tasks, monitor and control ongoing project performance, and close the project upon its completion. Students will also learn how to minimize risk throughout the project life cycle by using contingency planning techniques. This course does not make use of any Project Management software

application, but focuses instead on the conceptual underpinning that students must know in order to use any Project Management software application effectively.

Performance-based objectives

Lesson objectives help students become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of this course, students will be able to:

*           1. Describe the steps in each phase of the Project's Life Cycle and the various roles that Project Management plays throughout.

*           2 Identify the purpose and required elements of a Statement of Work (SOW).

*           3. Discuss techniques used in setting up and running a smoothly-functioning project team.

*           4. Identify the elements of a Deliverables Breakdown Structure (DBS) and Work Breakdown Structure (WBS) and the role these documents serve in planning a project.

*           5. Discuss how Gantt Charts and Network Diagrams are used to identify the Critical Path for completing a project on schedule.

*           6. Identify elements of an Activity Plan and the role it plays in documenting time and duration of project activities.

*           7. List elements of a project budget and describe how they are derived.

*           8. Describe how to control for deviation from plans and schedules using Earned Value Analysis techniques.

*           9. List elements of reports documenting project status or requesting changes to the project plan.

*           10. List important steps in project close-out.

Course content

Lesson 1: The Project Life Cycle

What is a Project?

            Task 1A-1: Differentiating between projects and non-projects

Project Life Cycle

            Task 1B-1: Listing the steps and deliverables in a project

The Role of the Project Manager

            Task 1C-1: Understanding the role of the Project Manager

            Apply Your Knowledge 1-1

Lesson 2: What Makes a Project Successful?

Project Definition and Scope

            Task 2A-1: Defining project purpose

            Task 2A-2: Defining project goals and objectives

            Task 2A-3: Defining project scope and scale

            Task 2A-4: Defining project deliverables

            Task 2A-5: Identifying stakeholders

            Task 2A-6: Defining sign-off and review hierarchies

            Task 2A-7: Defining a reporting plan

            Apply Your Knowledge 2-1

Statement of Work

            Task 2B-1: Putting the elements together

            Apply Your Knowledge 2-2

Lesson 3: The Project Team

How Do You Select the Right People for Your Team?

            Task 3A-1: Evaluating criteria for team member selection

            Task 3A-2: Creating a team skills roster

            Apply Your Knowledge

Evaluating Team Rules and Procedures

            Task 3B-1: Defining Elements of a Team Charter

            Task 3B-1: Setting Up Internal Reporting Procedures

            Apply Your Knowledge 3-2

Lesson 4: Project Plans

Risk and How to Control It

            Task 4A-1: Identifying Sources of Risk and Approaches for Controlling It

            Check Your Skills 4-1

The Deliverables Breakdown Structure (DBS)

            Task 4B-1: Creating the DBS

            Apply Your Knowledge 4-1

The Work Breakdown Structure (WBS)

            Task 4C-1: Creating the WBS

            Apply Your Knowledge 4-2

Lesson 5: Project Schedules

Including Team Members in Scheduling

            Task 5A-1: Discussing the reasons for including team members in scheduling

The Gantt Chart

            Task 5B-1: Reading a Gantt Chart

            Check Your Skills 5-1

The Network Diagram

            Task 5C-1: Reading a Network Diagram

            Check Your Skills 5-2

The Critical Path

            Task 5D-1: Defining dependencies

            Task 5D-2: Identifying the Critical Path

Float

            Task 5E-1: Calculating Float

            Apply Your Knowledge 5-1

Lesson 6: Project Activity Plans

Activity Planning

            Task 6A-1: Creating an Activity Plan

            Task 6A-2: Estimating Time and Duration of Activities

            Apply Your Knowledge 6-1

Lesson 7: Project Budgets

What Is a Budget?

            Task 7A-1: Listing elements of a budget

The Draft Budget

            Task 7B-1: Discussing estimating techniques

            Apply Your Knowledge 7-1

Budget and Schedule Balancing

            Task 7C-1: Discussing bringing budgets and schedules into line with reality

            Apply Your Knowledge 7-2

Lesson 8: Project Operations and Control

Is the Project Moving Forward?

            Task 8A-1: Discussing issues in maintaining project momentum

Is the Project on Target?

            Task 8B-1: Monitoring project progress

            Check Your Skills 8-1

Earned Value Analysis

            Task 8C-1: Checking for deviation from schedules and budgets

            Check Your Skills 8-2

Getting Back on Track

            Task 8D-1: Discussing ways to manage trade-offs

            Apply Your Knowledge 8-1

Lesson 9: Project Reporting

Types of Reports

            Task 9A-1: Identifying elements of a reporting system

            Apply Your Knowledge 9-1

The Project Status Report

            Task 9B-1: Discussing a Project Status Report template

            Apply Your Knowledge 9-2

The Change Request

            Task 9C-1: Discussing a Change Request template

            Apply Your Knowledge 9-3

Lesson 10: Project Close-Out

Elements of Close-Out

            Task 10A-1: Discussing the Close-Out Punch List

Project Hand-Off

            Task 10B-1: Discussing the Hand-Off Checklist

Evaluation of Success

            Task 10C-1: Learning from project experiences

            Task 10C-2: Discussing reporting criteria for project outcomes

            Apply Your Knowledge 10-1

The People Side of Project Close-out

            Task 10D-1: Helping the team to deal with change

            Task 10D-2: Discussing criteria for team member evaluation

            Apply Your Knowledge 10-2